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AgdaPkt 2021.03.22 Joint SA PFA
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AgdaPkt 2021.03.22 Joint SA PFA
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Last modified
4/7/2021 12:21:02 PM
Creation date
3/18/2021 4:58:35 PM
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CC Index
CC Index - Document Type
Agenda Packet
Meeting Type
Joint
Agency Type
City Council and Successor Agency and Public Financing Authority
Date
3/22/2021
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6.E. - Page 22 of 73 <br />Agreement for_Trueftint Services Exhibit 8 --- RFP Requirements <br />data will be converted in the analysis phase. TruePoint and Redwood City will work together to perform ail the <br />data mapping requirements for the conversion. This task will include building the scripts to execute the data <br />conversion as defined by the agreed upon data conversion document, As part of this task, TruePoint will <br />perform the initial TrueBill configuration. This includes. charge configurations, pick lists, delinquency, service <br />orders,.G/L codes, meter reading import and export, and ad-hoc queries. <br />The data provided to TruePoint must be accurate, Any data scrubbing, or data cleanup, will need to be <br />performed by Redwood City, or additional :funding may be required to accomplish this effort. <br />Key Items. to be converted from the Legacy Systems: <br />• All Active customer accounts (Customers, Accounts & Service Locations) and associated services or <br />closed customer accounts.with non -zero (positive or credit) balances will be converted. <br />• Customer Account Balances —The data conversion will Include positive or negative balance forward <br />Information for those accounts with a balance at the time of conversion. Positive balances will be <br />represented with balance forward bill(s) containing specific line Items to represent the charges <br />generated in the Legacy Systems. Utility customers with a credit balance will receive a Credit Memo <br />which shows the credit amount that. will be applied to their account, reducing their next cycle's <br />balance due (if any). <br />• Meters and their associated account will be converted from the Legacy Systems, <br />• Consumption History — 4 years of consumption history will be converted for each actively installed <br />meter in Legacy Systems. <br />• Customer Account Logs —All customer account log (note) Information will be converted to either a <br />single log Item or broken into multiple logs by log date. Redwood City's data conversion team will <br />determine whether or not the logs can be broken out by date or remain single log items. <br />• Error Codes on Meters -- Error codes on active meters will be converted as log items on the meter <br />record in TrueBill. <br />• Backflow inventory with next test date, and backflow device contact information. <br />• Water Budget Information — Redwood City's data conversion team will provide TruePoint with the data <br />to facilitate the water budget calculation described in Exhibit D, Water Budget Methodology, required <br />for b.iliing out of TrueBill. <br />TruePoint Responsibilities <br />• Provide timely and appropriate responses to Redwood City's request for information. <br />• Assign and schedule appropriate TruePoInt resources. <br />• Lead the development of the data conversion mapping document, which includes scheduling <br />appropriate meetings to define and document conversion requirements. <br />• Develop scripts to migrate data from Legacy Systems to TrueBill. <br />• Lead the development of the conversions. <br />• Assist Redwood City with troubleshooting any issues with the conversion, <br />Redwood City Responsibilities <br />Provide timely and appropriate responses to TruePoint's request for Legacy Systems data and other <br />information. <br />• Provide Legacy Systems data to TruePoint, <br />• Provide knowledge of data to TruePoint when questions arise. <br />REV: 04-23-.19 PR <br />Page .18 of 64 <br />RFP Requirements Page 13 <br />ATTYIAGR.2019.106ITruePoint TrueBill Utility Billing System 120 <br />
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