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AgdaPkt 2019-05-06 Joint SA PFA
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AgdaPkt 2019-05-06 Joint SA PFA
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Last modified
10/1/2020 3:58:50 PM
Creation date
5/2/2019 3:54:27 PM
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CC Index
CC Index - Document Type
Agenda Packet
Meeting Type
Regular
Agency Type
City Council and Successor Agency and Public Financing Authority
Date
5/6/2019
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6.A A> Free ent4fo f'ITr$uePoint Services Exhibit S — RFP Requirements <br />Provides fully integrated functionality such that data is <br />entered only orae -time and available throughout the system <br />and available in real-time (single -points of data entry) in all <br />Y <br />related modules <br />Provides organized screen layouts that are customizable <br />Y <br />Provides consistent use of icons, colors and menus across all <br />modules <br />Y <br />Provides shortcuts for frequently accessed processes, <br />Y <br />screens, reports, etc. <br />Provides open ended search capabilities (e.g. partial/full <br />word and/or number) that search across all modules and <br />Y <br />attachments <br />Provides online help that is context sensitive and content <br />appropriate with manuals also available for download <br />Y <br />Provides integrated workflow management including <br />generation, routing, notification and approval of forms, <br />reports, other documents and processes (e.g. payable <br />Y <br />processing, purchase orders, GL transactions, HR <br />transactions, payroll processing, budgeting, personnel action <br />forms, etc.) for all modules <br />Provides a reporting toolset that is consistent across all <br />Y <br />modules <br />Provides modeling tools to do 'what if' analysis and <br />forecasting (i.e. analysis of revenue/expenditure trends and <br />Y <br />the ability to develop forecast projections) <br />Provides real-time access to data and data is immediately <br />available for inquiry and reporting <br />y <br />Allows users to drilldown from reports and inquiries to <br />y <br />source transaction and attachments <br />Provides full integration with M5 Excel for all modules (e.g. <br />worksheet export to Excel, data imported from Excel, etc.) <br />and allows users to export reports to Excel that include <br />y <br />formulas formatting <br />Provides the ability to copy and customize standard reports <br />Y <br />Provides the ability for reports to access data across all <br />y <br />modules <br />Provides the ability to create report notification groups and <br />W/C <br />inform/alert groups a new report is available <br />Provides the ability to choose a format when exporting a <br />report (e.g. Excel, Adobe, flat file, delimited, etc.) <br />Y <br />Provides the ability for reporting to be based on user security <br />setting <br />Y <br />Provides the ability to save and "publish" ad hoc reports for <br />use by others <br />y <br />Provides the ability to query and report on any field within <br />any module <br />y <br />Page 20 of 64 <br />RFP Requirements Page 20 <br />ATTY/AGR.2019.106[TruePoint TrueBill Utility Billing System 32 <br />
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