AgdaPkt 2019-05-06 Joint SA PFA - Laserfiche WebLink

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6.A AeeinntofrefTr$uePoint Services Exhibit S — RFP Requirements data will be converted in the analysis phase. TruePoint and Redwood City will work together to perform all the data mapping requirements for the conversion. This task will include building the scripts to execute the data conversion as defined by the agreed upon data conversion document. As part of this task, TruePoint will perform the initial TrueBill configuration. This includes: charge configurations, pick lists, delinquency, service orders, G/L codes, meter reading import and export, and ad -floc queries. The data provided to TruePoint must be accurate. Any data scrubbing, or data cleanup, will need to be performed by Redwood City, or additional funding may be required to accomplish this effort. Key items to be converted from the Legacy Systems: • All Active customer accounts (Customers, Accounts & Service Locations) and associated services or closed customer accounts with non -zero (positive or credit) balances will be converted. • Customer Account Balances — The data conversion will include positive or negative balance forward information for those accounts with a balance at the time of the conversion. Positive balances will be represented with balance forward bills) containing specific line items to represent the charges generated in the Legacy Systems. Utility customers with a credit balance will receive a Credit Memo which shows the credit amount that will be applied to their account, reducing their next cycle's balance due (if any). • Meters and their associated account will be converted from the Legacy Systems. • Consumption History — 4 years of consumption history will be converted for each actively installed meter in Legacy Systems. • Customer Account Logs — All customer account log (note) information wil I be converted to either a single log item or broken into multiple logs by log date. Redwood City's data conversion team will determine whether or not the logs can be broken out by date or remain single log items. • Error Codes on Meters — Error codes on active meters will be converted as log items on the meter record in TrueBill. • Backflow inventory with next test date, and backflow device contact information. • Water Budget Information — Redwood City's data conversion team will provide TruePoint with the data to facilitate the water budget calculation described in Exhibit D, Water Budget Methodology, required for billing out of TrueBill. TruePoint Responsibilities • Provide timely and appropriate responses to Redwood City's request for information, • Assign and schedule appropriate TruePoint resources. • Lead the development of the data conversion mapping document, which includes scheduling appropriate meetings to define and document conversion requirements. • Develop scripts to migrate data from Legacy Systems to TrueBill. • Lead the development of the conversions. • Assist Redwood City with troubleshooting any issues with the conversion. Redwood City Responsibilities • Provide timely and appropriate responses to TruePoint's request for Legacy Systems data and other information. • Provide Legacy Systems data to TruePoint. • Provide knowledge of data to TruePoint when questions arise. INVAIL1PADV1WV Page 13 of 64 RFP Requirements Page 13 ATTY/AGR.2019.106[TruePoint TrueBill Utility Billing System 25