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Agreement for TruePoint Services Exhibit B — RFP Requirements <br />Provides multiple segments for accounts codes (e.g. location, <br />account, etc.) and designate segments as fixed or increase <br />Y <br />incrementally <br />Support an unlimited number of accounts <br />y <br />Provide the ability to define, add, change, and delete an <br />y <br />unlimited number of account types <br />Provide the ability query an account based on various search <br />criteria (i.e. customer name, customer number, account <br />y <br />number, phone number, parcel number, service address, <br />meter number, etc.) <br />Provides summary and detail level inquiry of customer <br />y <br />records <br />Provides model accounts (templates) to create new accounts <br />y <br />by copying the model and changing the details. <br />Provides user defined fields to be maintained for each <br />y <br />customer record <br />Provides unlimited notes on accounts with the ability to <br />assign alert flags and cause screen pop -ups for accounts with <br />Y <br />critical restrictions <br />Provides an audit trail for changes to an account <br />Y <br />Supports unlimited transaction, service and consumption <br />y <br />history <br />Supports new customers at an existing service change of <br />y <br />address through an automated transfer function <br />Provides the ability to transfer customer balance, deposits <br />and other occupant related information to a new account <br />Y <br />when a customer transfers to a new service address <br />Provides the ability to designate or create any number of <br />special account setups, such as "internal' accounts, and "no <br />Y <br />penalty" type classifications. <br />Provides the ability to track information through the system <br />by customer and view all accounts that customer has had <br />Y <br />and current status of accounts <br />Provides the ability to track an unlimited number of user - <br />defined events on an account (e.g. late notices, shut offs, <br />Y <br />etc.) <br />Provides the ability to track information through the system <br />by property and see all accounts at a given property (current <br />Y <br />and prior) <br />Provides the ability for a master meter to sub -meter <br />relationship and to bill each meter independently or <br />Y <br />aggregated on a single account <br />REV: 04-23-19 PR <br />Page 24 of 64 <br />RFP Requirements Page 24 <br />ATTY(AGR.2019.106fTruePoint TrueBill Utility Billing System <br />