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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 39 of 73 <br />Aareement for TrueFoint Services Exhibit 1d — 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 />Y <br />utility system upon completion of service order <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 />order type with automatic email notifications to City staff <br />Y <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 />i <br />account balance, make payments (via various payment <br />( Y I <br />methods), update mail! ng address.; etc. <br />Provides the ability for customer to invoice or deactivate <br />pa erless billing <br />Y <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 />-Current month versus previous month <br />Y <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 (Le, compare <br />October 2015 versus October 2017) <br />REV; €14=23-19 Phi <br />Page 30 of 54 <br />RFP Requirements Page 30 <br />ATTYIAGR.2019,106/TruePoint TrueBill Utility Billing System 137 <br />
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