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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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Template:
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 ent3fo fPr$uePoint Services Exhibit S — RFP Requirements <br />Provides the ability to recognize pending payments to <br />prevent customers from receiving penalties or delinquent <br />Y <br />notices <br />Provides the ability to display transaction history including <br />bills, receipts, receipt adjustments, credit and refunds for an <br />Y <br />account <br />Provides the ability to display details of transactions and drill <br />to a final bill <br />Y <br />Provides the ability to accept customer deposits <br />Y <br />Provides the ability to automatically apply deposits to a final <br />bili <br />Y <br />Provides the ability to automate the refund process by batch <br />Y <br />Provides the ability to automatically apply deposits to the <br />Y <br />correct revenue accounts <br />Provides the ability to display account transaction history via <br />web application <br />Y <br />Provides an auto pay option to pay balances from a <br />customer's bank account or credit card; and set up automatic <br />payment from a customer's bank account or credit card via <br />Y <br />web application <br />Provides the ability to accept multiple payment types for a <br />bill (i.e. a bill payment is split between cash and check) <br />Y <br />Provides the ability to age accounts as defined by CITY <br />Y <br />Provides the ability to automatically add late penalties to <br />delinquent accounts according to a flexible rate structure <br />Y <br />determined by CITY <br />Provides the ability to produce delinquent notices for <br />customers that have reached City defined days delinquent, <br />but continue to maintain an unpaid balance along with a <br />Y <br />listing of notices <br />Provides the ability to automate special payments <br />arrangements allowing customer to pay amount due over <br />Y <br />time <br />Provides the ability to automatically assess a charge to an <br />account if a shut off is processed <br />Y <br />Provides the ability to select accounts to be flagged as <br />exempt from receiving past due notices <br />Y <br />Provides the ability to process account write offs and <br />Y <br />collections <br />Maintains a dynamic shut off list that can be automatically or <br />manually updated <br />Y <br />Produces shut off service orders for accounts that are being <br />Y <br />shut off <br />Provides the ability to deliver shut off notices to account <br />holders via email <br />Y <br />Page 29 of 64 <br />RFP Requirements Page 29 <br />ATTY/AGR.2019.106[TruePoint TrueBill Utility Billing System 41 <br />
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