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Agreement for TruePoint Services Exhibit B — RFP Requirements <br />Provides the ability to define, add, change, and delete an <br />y <br />unlimited number of service order types <br />Service order system provides automated updates to the <br />utility system upon completion of service order <br />y <br />Provides a history of all service orders related to a service <br />address and should remain with the services address record. <br />Service orders should provide drill down functionality for <br />y <br />details of actual service order <br />Provides the ability to define a workflow for each service <br />y <br />order type with automatic email notifications to City staff <br />Provides the ability to automatically updated customer, <br />location, meter, and account information upon completion <br />Y <br />of service order actions <br />Provides the ability to print or email service orders based on <br />user defined selection criteria <br />y <br />Provides the ability to dispatch and receive completed <br />y <br />service orders via email <br />Provides the ability to schedule open/close services orders <br />within a defined workday and to integrate with field services <br />Y <br />calendars <br />Provides a public portal for customer self-service to view <br />account balance, make payments (via various payment <br />Y <br />methods), update mailing address, etc. <br />Provides the ability for customer to invoke or deactivate <br />y <br />paperless billing <br />Provides the ability for customer to set up online bill pay <br />(debit, credit, or ACH) <br />y <br />Provides the ability to allow customer to manage/change <br />credit cards online <br />y <br />Provides the ability to allow customer to manage/change <br />email address for paperless billing <br />Y <br />Provides the ability to allow customer to access account <br />history including: <br />-Monthly consumption <br />y <br />-Current month versus previous month <br />-Historical consumption comparison (i.e. compare <br />October 2015 versus October 2017) <br />Provides the ability to allow customer to access billing <br />reports including: <br />-Online electronic copy of utility bill <br />-Monthly billing history <br />Y <br />-Current month versus previous month <br />-Historical consumption comparison (i.e. compare <br />October 2015 versus October 2017) <br />REV: 04-23-19 PR <br />Page 30 of 69 <br />RFP Requirements Page 30 <br />ATTY/AGR.2019.106/TruePoint TrueBill Utility Billing System <br />