AgdaPkt 2021.03.22 Joint SA PFA - Laserfiche WebLink

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6.E. - Page 34 of 73 Agreement for TruePoint Services_ Exhibit B — RF'P, Requirements Provides the ability to create site/subsite grouping (ie. a site Is a group of meters of various water types on a contiguous parcel(s) of property (e.gcommercial, irrigation, fire, etc.)) Y (li.e. a subsite Is a group of meters with the same crater use type on a contiguous parcels) (e.g. irrigation)) Provides additional/flexible fields for tracking customer account attributes for water budget creation (e.g, pool, Y water features, turf, turf square footage, owner, tenant, etc.) . Provides the ability to "flag" an account for special programs discounts (e.g. low-income assistance) and the "flag" apply Y defined charges, discounts, etc. Provides the ability to define, add, change, and delete an unlimited number of rate code types and amounts for water, Y recycled water, sewer, and refuse utilities Provides the ability to define an effective date for rate tables ........... and prorate charges based on the effective dates Y Provides the ability to define service rates that are consumption based, fixed, flat, percentages, budget based, Y and/or tiered Provides the ability to base charges for non -:metered services .bi III ng factors Y Provides the ability to define distribution of fees to multiple general ledger accounts based on user -defined account type, Y fee category, service type, tier or reason code Provides the ability to define, add, change, and delete an .......... . unlimited number of service types Y Provides the ability to enter stop and start dates for individual fees on an account I Y Provides the ability to run projections based on water rate study assumptions Y Provides the ability to mass update/modify fees based on a percentage Y Supports the ability to receive data from a 3`d party that is a critical variable to the calculation of water billing. -Receive water budget information Y -Use this variable as part of a billing tier determiner Please confirm that the proposed system will provide the functionality,. and billing needs included on CITY's website; http-Hwww.redwoodcity.org/departments/administrative- services/finance/utility-services/utility-rates-how-toy Y pay#water Any exceptions are to be communicated. Answering "Y" to this requirement indicates that the proposer has reviewed KLV: A -1j -I4 PR Page 25 of 64 RFP Requirements Page 25 A"TTY/AGR.2019.10.6/TruePoint TrueBill Utility Billing System 132