HomeMy WebLinkAbout2021CV60475 - City Of Fort Collins V. Open International, Llc And Open Investments, Llc – (State Court) - 001C - Exhibit 3 Sow
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MASTER PROFESSIONAL SERVICES AGREEMENT
EXHIBIT C – ATTACHMENT 1
STATEMENT OF WORK #1
FUNCTIONAL REQUIREMENTS M ATRIX
(BALANCE OF THIS PAGE LEFT INTENTIONALLY BLANK)
Page 88 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
A Provided as part
of base system.
No Modification is required. Desired
functionality is achieved through
configuration and is part of base Code.
Cost of configuration is part of solution
implementation.
B In Development
Not Currently in the system, but will be
fully vetted, tested and present in the
system prior to launch. Enhancement or
modification to enable this functionality
will be included in price.
C
Base will require
some
enhancements
Enhancements are classified as minor
coding utilizing system defined user exits
with costing between $1,000 - 15,000
D
Base will require
minor software
coding
Enhancements or modifications using
established user exits or minor custom
coding costing between $15,001 - 35,000
E
Base Code will
have to be
modified
Modifications that require substantial
development and coding costing between
$35,001 - $75,000
F
Extensive
modification to
base code
Extensive development effort is required
resulting in development and coding costs
from $75,001 - over $100,000
G
Software can not
be enhanced or
modified
The development of this function is not
possible with this application
Proposed Vendor Functional Matrix Responses
Response Template C-2
Page 89 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
System Navigation
System provides that on all entry screens, fields tab in logical
workflow order presented on the screen.A Yes Framework 8.0
System provides that all of the modules/interfaces, including
reports, have a consistent look and feel. A Yes Framework 8.0
System maintains key header information from one screen to
the next. The utility requires that account number is part of the
key header information.
A Yes Framework 8.0
Open Smartflex screens
include fields that
display key information
(e.g. account number on
a customer care
management screen).
Those fields have been
defined according to the
industry best practices.
System provides the ability to use hot keys or fast-paths to
navigate throughout the system. G No
System provides the ability to quickly access entry forms using
shortcuts for heads down / high volume data entry (without
using the mouse).
A Yes Framework 8.0
System provides the ability to bookmark a form with specific
account information, then access a different (customer,
account, premises) set of data and be able to go back to the
bookmark.
G No
System provides the ability to have multiple open sessions for a
user to access data.A Yes System tools 8.0
1.0 General Requirements
Response Template C-3Page 90 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
System provides the ability to control different screen-paths
based on user role.A Yes System tools 8.0
System provides a calendar function as an option where date
fields are provided throughout the system. A Yes System tools 8.0
Within date fields the system provides a calendar function,
which can highlight current date, allows for selection of desired
date and allows for selection of future date.
A Yes System tools 8.0
System provides the ability to provide user-defined online
documentation that may be used as an online procedures
manual.
A Yes System tools 8.0
System/vendor provides electronic system documentation that
can be turned into help for the users.A Yes System tools 8.0
System provides the ability to assign user specific screen
presentation criteria based on user sign-in. A Yes Framework 8.0
System provides the ability to access the last 10 or more
accounts accessed through a 'back' button or drop down list. G No
System provides for significant "copy/cut and paste" capabilities
including but not limited to between fields, screens/windows,
applications, date fields, other.
A Yes Framework 8.0
Response Template C-4Page 91 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
System should provide a multitude of output features, including
but not limited to directing to any network printer, MS Office
applications, screen print, files of varying formats, social media,
fax, other
A Yes System tools 8.0
Open Smartflex will
allow the Utility to
configure print formats
for documents of
business processes used
to send information to
its customers. This
feature makes it
unnecessary to execute
a mail merge process.
In addition, Open
Smartflex allows users
to take screenshots of
any system screen by
pressing the Print
Screen button.
On a screen, when there is only one primary option available,
the CIS/OSS system should be able to prefill the screen as
much as possible
A Yes Sales and customer care 8.0
Search Criteria
System provides the ability to accommodate multi-company
codes. A Yes System tools 8.0
Response Template C-5Page 92 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
System provides unique identifiers that will be presented within
the main CSR screen that allow the CSR to quickly identify
which company they are accessing.
A Yes System tools 8.0
System provides that every data element in the system, with
access to be granted to users with the proper security, is
available for inquiry, including but not limited to account
number, customer number, premises number, parcel ID,
customer name, phone number, driver's license number, social
security number, email address, account status,
equipment/meter number, premise address, mailing address,
cycle or route A Yes System tools 8.0
Open Smartflex
identifies and manages
both financial and
overall status for each
service. Financial status
shows if the product has
debts, arrears or write-
off amounts. Overall
status shows if the
product is active,
terminated or
disconnected.
System provides the ability to mask specific numbers (e.g.,
SS#) or provide full access to SSN, based on security access
with database encryption.
A Yes System tools 8.0
System provides the ability to create a user-defined search that
can easily be changed and exported based on the user's needs,
to include, but is not limited to any field, filter or if-then
statements.
A Yes Framework 8.0
Open Smartflex has the
capability of searching
on many of the standard
characteristics found in
the customer/account
Response Template C-6Page 93 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
System provides the ability to save the user-defined search for
future use. A Yes Framework 8.0
Open Smartflex's
Framework of
Interactive Reports
allows users to consult
any information
extracted from the
database. Authorized
users can execute
reports at any time
using custom filtering
and grouping options.
This also applies to the
next item (below).
System provides the ability for the saved user-defined searches
to be grouped and accessed through a drop down list by other
users with the appropriate level of security.
A Yes Framework 8.0
System provides the ability to export searches into a 3rd party
tools such as MS Excel with the appropriate security.A Yes Framework 8.0
Open Smartflex's
Framework of
interactive reports
allows the Utility to
export data to MS Excel
or to plain text (without
vendor help).
Response Template C-7Page 94 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
System provides the ability within a search results screen to
rearrange (drag and drop) display columns to have search data
presented based on a personal preference.
A Yes Framework 8.0
Open Smartflex allows
the users to organize
and define, within
information screens, the
order of the data
presented.
Alternatively, Open
Smartflex Framework of
interactive reports
allows the Utility to
display data extracted
from database entities.
The fields shown in the
report are defined by
the user.
System provides the ability to search by partial address such as
street name.A Yes System tools 8.0
System provides that searches can be performed on more than
one search criteria field at the same time.A Yes Framework 8.0
System provides that searches can be performed on accounts
regardless of their status.A Yes Framework 8.0
System provides the ability to support wild card and phonetic
(i.e., Soundex) searches on any number of fields. These
searches should be able to work in all software modules
including ad-hoc reporting.
G No
Response Template C-8Page 95 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
System provides the ability to filter/order adjustment dates on
accounting forms for ease of finding certain charges.A Yes Framework 8.0
Open Smartflex allows
the Utility to generate
and display data,
through reporting
framework that enables
extract information
from database entities.
This also applies to the
next item (below).
System provides the ability to filter/order consumption dates on
accounting forms for ease of finding certain charges.A Yes Framework 8.0
Response Template C-9Page 96 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
System provides the ability to filter/order customer interactions
based on call date.A Yes Sales and customer care 8.0
Open Smartflex's
Framework of
Interactive Reports
allows the Utility to
display data extracted
from database entities.
The visible fields in
created report can be
filtering and ordering by
user.
This also applies to the
next item (below).
System provides the ability to filter/order customer interactions
based on resolution date.A Yes Sales and customer care 8.0
Response Template C-10Page 97 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
System provides the ability to default the display order
(ascending/descending) by user group.A Yes Framework 8.0
Open Smartflex's
Framework of
Interactive Reports
allows the Utility to
organize the data
extracted from database
entities through SQL
statements ("order by"
option). Furthermore,
the fields can be
ordered in the created
report by user to
facilitate viewing and
handling.
Response Template C-11Page 98 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
System provides the ability to drag and drop query result
columns based on user login. A Yes Framework 8.0
The Open Smartflex's
Information Presenter
screens allow users to
organize the following
information:
- Search result area:
increases or reduces the
panel size in order to
determine the amount
of records to show.
- Detail of the selected
record: defines the
hidden or visible fields
of the selected record.
- Associated
information: defines the
information order to be
visualized.
System to provide a running history of all customers per log on
session.B Yes Sales and customer care 8.0
Response Template C-12Page 99 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
System provides the ability to capture service point identifier
field information which will indicate to the CSR and the
customer what that meter is actually tied to. (example: house,
pool, other structure) This information will NOT be presented in
the bill print extract file. This information can be viewed on the
primary CSR screen.
A Yes Metering 8.0
System allows for the search of service orders, payment
arrangements, payments and notes by creator (CSR, UBR, etc.)A Yes Sales and customer care 8.0
Open Smartflex allows
searching the
customers' requests,
showing the user who
created them, and work
orders generated for
their management.
Primary Call Center, Billing, Credit & Collections, and
Field Worker Screen Criteria
System provides the ability to display payment information on
primary CSR screen.A Yes Sales and customer care 8.0
System provides the ability to display amounts due and due
dates on primary CSR screen.A Yes Sales and customer care 8.0
System provides the ability to display usage information on
primary CSR screen.A Yes Sales and customer care 8.0
System provides the ability to display customer information on
primary CSR screen.A Yes Sales and customer care 8.0
System provides the ability to display account information on
primary CSR screen.A Yes Sales and customer care 8.0
System provides the ability to display premises information on
primary CSR screen.A Yes Sales and customer care 8.0
Response Template C-13Page 100 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
System provides the ability to display rebate information on
primary CSR screen.A Yes Rebates 8.0
System provides the ability to display product / service
information on primary CSR screen.A Yes Sales and customer care 8.0
System provides the ability to display service order information
on primary CSR screen.A Yes Sales and customer care 8.0
System provides the ability to display customer interaction
information on primary CSR screen.A Yes Sales and customer care 8.0
System provides the ability to display credit information on
primary CSR screen.A Yes Sales and customer care 8.0
System provides the ability to display billing information on
primary CSR screen.A Yes Sales and customer care 8.0
System provides the ability to access detailed payment
information from the primary CSR screen.A Yes Sales and customer care 8.0
System provides the ability to access detailed usage information
from the primary CSR screen.A Yes Sales and customer care 8.0
System provides the ability to access detailed customer
information from the primary CSR screen.A Yes Sales and customer care 8.0
System provides the ability to access detailed account
information from the primary CSR screen.A Yes Sales and customer care 8.0
System provides the ability to access detailed premises
information from the primary CSR screen.A Yes Sales and customer care 8.0
System provides the ability to access detailed service
information from the primary CSR screen.A Yes Sales and customer care 8.0
System provides the ability to access detailed service order
information from the primary CSR screen.A Yes Sales and customer care 8.0
Response Template C-14Page 101 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
System provides the ability to access detailed customer
interaction information from the primary CSR screen (including
internet e-mail)
B Yes Sales and customer care 8.0
System provides the ability to access detailed credit information
from the primary CSR screen.A Yes Sales and customer care 8.0
System provides the ability to access detailed billing information
from the primary CSR screen.A Yes Sales and customer care 8.0
System provides the ability to design special inquiry screens for
other departmental access.A Yes Sales and customer care 8.0
Online Help
System offers user documentation and screen/field level "help"
that is accessible from each online screen,is context sensitive, is
printable, and provides pop-up windows for table values.
B Yes System tools 8.0
Vendor should provide a user-customized "help" that will be
available to all users.B Yes System tools 8.0
System provides the ability for online help to be updated with
each new version release. CLIENT-specific help will not be
changed.
B Yes System tools 8.0
System provides the ability for online help to provide an index
and search capability.A Yes System tools 8.0
Automated Work Queue
Response Template C-15Page 102 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
System provides the ability to allow the system administrator to
define actions for any event, process or transaction, that are
triggered upon any combination of the following: successful
completion, unsuccessful end, at beginning, during processing
and time elapsed.
A Yes Back-office workforce
management 8.0
Open Smartflex provides
the ability to modify the
step sequence of a
business process,
including the addition of
new work queue items
and decision paths. The
system allows the
service provider to
combine steps in
sequential or parallel
order (at the beginning
or during the
processing).
Decision paths between
steps can include
conditions to determine
the next step (upon the
successful completion,
upon the unsuccessful
end). In addition,
business process can
include waiting steps
such as awaiting
payment in start service
process (elapsed time).
Response Template C-16Page 103 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
System provides the ability to provide a calendar or similar
mechanism for the system administrator to schedule events.A Yes Back-office workforce
management 8.0
System allows administrator to schedule an event multiple
times.A Yes Back-office workforce
management 8.0
System provides the ability for linking together of a series of
events necessary to complete a transaction. An event can be a
display screen, an entry screen or a program. As each event is
completed the system would continue with the next event until
all have been completed.
A Yes Products and services 8.0
Open Smartflex
workflow process
management
establishes the
sequence of steps
(events) of a business
process from the
beginning to the end,
ensuring that the
customers' requests are
met. Each step
represents an action to
be performed by the
system (such as a
validation) or by the
users (such as filling out
an entry screen).
Response Template C-17Page 104 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
System provides the ability for electronic management, routing
by office, workgroup or individual, and reporting of work
generated by the system such as nightly batch or update.
A Yes Products and services 8.0
Open Smartflex allows
managing task (work
queues items) in order
to be executed by work
units who are available
users with the required
skill. Work units request
tasks on-demand or a
work unit supervisor
assigns it manually. In
addition, work unit
supervisor has access to
dashboards with work
queues information to
monitor assignment and
execution progress.
Also, the system offers
an automatic
assignation algorithm
that assigns works to
corresponding work
units based on their
roles and skills
Response Template C-18Page 105 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
System provides the ability for a work queue to be managed or
owned by individual, variable-sized work group, department,
location/facility
A Yes Back-office workforce
management 8.0
Open Smartflex allows
the creation of work
queues that can be
executed by a work unit
according to
administrative work
type and operational
zone. Tasks can be
handled by areas
managed by a
supervisor.
A work unit represents
an available user with
the required skill to
perform the task. When
a work unit is ready to
work, it asks for tasks on-
demand. For this
requirement, each
member of a Work
Group can be
represented as a work
unit and has the same
skill set.
Response Template C-19Page 106 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
System Provides the Ability for Work Queue Items to be viewed,
modified, deleted, printed, void A Yes Back-office workforce
management 8.0
System provides the ability for work queue items to be
reassigned to another individual, work group, department,
location/facility
A Yes Back-office workforce
management 8.0
System will limit the ability to reassign an item after 'x' times A Yes Back-office workforce
management 8.0
System provides the ability to allow for appropriate controls to
be placed on key queues to notify users of the need to work the
queue. As new items are routed to the queue, users will
automatically be alerted. System should also be able to turn off
auto notices.
A Yes Back-office workforce
management 8.0
Approvals
System provides adequate levels of management review and
approval throughout the system, this may include an automatic
queuing or routing of transactions pending management
approval.
A Yes System tools 8.0
Open Smartflex allows
supervisor user approve
a process before to be
completed. These
processes are delivered
by Open, as part of the
solution, which have
been defined according
to best practices for the
industry, e.g., debt
negotiation.
Response Template C-20Page 107 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
System provides the ability to establish approval based on user-
defined roles.
A Yes System tools 8.0
Open Smartflex allows
the supervisor user to
approve a process
before its completion.
These processes are
delivered by Open, as
part of the solution, and
have been defined
according to best
practices for the
industry, e.g., debt
negotiation.
Auditing
System provides a consistent online audit trail for all
transactions. This audit trail should be easily traceable from
resultant transaction back to source entry.
A Yes System tools 8.0
System provides for all reasonable type edits, unless otherwise
specified, will be provided with some type of override
mechanism with an audit trail of overrides exercised. This will
include User-ID, date and time stamp, an option for entering a
comment, and with full management approval/security access.
A Yes System tools 8.0
Open Smartflex offers
the ability to track who
has modified data from
database entities, and
provides detailed
information about it
such as user, date and
Response Template C-21Page 108 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
System provides the ability to have all automatic system
functions provided with some means of either manually
overriding the function or the ability to identify and flag
exceptions to the automated process. An audit trail of changes
to overrides and items flagged as exceptions must be provided.
This will include User-ID, date and time stamp, and provide for
an option for entering a comment.
A Yes System tools 8.0
Open Smartflex
incorporates some
automatic processes
with a manual
overriding or with
identification of
exceptions. Those
System provides for the logging of and identification of any user
who accesses and/or modifies account, rate, meter, work order,
billing adjustment, schedule, programs, customer
A Yes System tools 8.0
System provides for user-defined audit retention and archiving
abilities based upon user-defined timeframe.A Yes System tools 8.0
Scheduling
Response Template C-22Page 109 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
System provides the ability to allow events to be scheduled on
one or more computers for batch processing, at any time. An
event can be any combination of the following: batch, step
within a batch or restart, program or group of events.
A Yes System tools 8.0
Open Smartflex allows
the service provider to
schedule processes of
the system by defining
and updating
information as the date,
time and frequency of
execution. These
processes are
automatically
programmed in the
server, so it is possible
to program multiple
processes without
requiring to program
them on each
workstation.
The processes that can
be scheduled are pre-
defined by Open
according to the
successful practices of
the industry but the
service provider can
develop their own
processes to be
scheduled as needed.
Response Template C-23Page 110 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
System provides the ability to offer online inquiry and updating
during the batch processing window. A Yes Framework 8.0
System provides the ability to respond to error conditions that
are severe in nature. This response would be a call or page sent
to personnel responsible for resolving problems that cannot be
resolved by use of automated online notification and resolution.
For example, an event such as a batch process that ends
abnormally or a hardware failure.
A Yes System tools 8.0
Open Smartflex provides
the functionality of
"Tickets Management
for Help Desk" that
allow users to report
errors, unexpected
System provides the ability to have in the areas where batch
processing occurs, a clear easy and concise way to roll back
postings that were done in error or out of sequence. The roll
back function shall be handled by or be a function of the
software / database system. The roll back process should be an
automatic, intrinsic function of the software, not something that
would require CLIENT's staff to run multiple utilities and batch
processes to perform a roll back.
A Yes Billing 8.0
Open Smartflex allows
correcting errors in
customer invoices,
through billing notes
that automatically
generate the
corresponding financial
movements (debits and
credits). System to provide capability to restart or rollback any job or
process that was halted in progress due to power failure,
system interruption, etc. Must provide consistent and logical
restart and rollback processes for all batch and critical
interactive processes, without having to totally resubmit and
start over, or restore from a physical backup.
A Yes SCS 8.0
Response Template C-24Page 111 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
System to provide detailed error messages (certain errors will
alert system administrator with priority assigned).
A Yes System tools 8.0
When there are
problems in the
processes execution,
Open Smartflex displays
error messages that
alert users about the
situation. It includes the
cause and the possible
solution. These
messages can be
consulted by the system
administrator.
System Administration / Configuration
System provides the ability to allow the administrator and other
designated users the ability to accomplish all major changes in
processing requirements by changing various system
parameters and/or user-defined business rules without changing
code in programs. This is to be accomplished without the need
for professional services.
A Yes System tools 8.0
Open Smartflex allows
defining a role for each
user in order to manage
access privileges to
system options, or
screens. For this
requirement, users do
not have access to
screens that include
system parameters
and/or business rules,
unless they are granted.
Response Template C-25Page 112 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
System provides for system administrator-defined fields and
allow system administrator to define edits on user-defined fields
by using Possible Value Lists, drop down lists or other field /
data validation to enhance the integrity of data entered into the
system.
A Yes Framework 8.0
Open Smartflex allows
the creation of new
fields for customer,
account, premise, and
product business
Response Template C-26Page 113 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
System provides for the system administrator to easily change
the description of fields.
A Yes Framework 8.0
Open International
deploys a set of tools,
under Open Smartflex
Framework module,
that are aimed to ease
and accelerate the
development of new
applications for:
- Data inquiry and
presentation
- Reporting and
dashboards
- Batch process
execution
- Object publication
- Database entity
registration
Using the Framework
module, the Utility will
be able to create new
screens and adjust the
attributes of all the
fields displayed on
them.
Response Template C-27Page 114 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
System provides the ability to allow for all software and
database design elements (ERD's (Entity Relationship
Diagrams), design graphics, etc.)) to be available for viewing
and/or updating by the system administrator.
A Yes System tools 8.0
Open International
releases web
documentation with
Open Smartflex, which is
accessible from any
device. Using the
documentation, users
will be able to consult
functional information
as well technical details,
such as ERD's.
System provides the ability to allow system administrator to
initiate restart and recovery procedures after any event.A Yes System tools 8.0
System Security
System provides the ability to allow system administrator
view/edit privileges for users who are on the system and what
modules/fields they are accessing.
A Yes System tools 8.0
System to provide security at all levels, including the following:
a) System Level A Yes System tools 8.0
b) Business Function Level A Yes System tools 8.0
c) Event Level A Yes System tools 8.0
d) Screen Level A Yes System tools 8.0
e) Field Level A Yes System tools 8.0
Response Template C-28Page 115 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
System to provide restriction of access to user-defined
customer / account information and related processing by user,
user group, department, other
A Yes System tools 8.0
System should provide for all violations of security to be
reported and logged.A Yes System tools 8.0
System provides the ability for an administrator to easily set-
up, define and manage users and groups and their access
levels.
A Yes System tools 8.0
System provides the ability to support secure access to the
database, in so much as only authorized users are allowed to
access the database and should report attempts by
unauthorized users to use the system.
A Yes System tools 8.0
System provides the ability to support, where online processing
is occurring via remote or web based clients, a secure
(encrypted) access to the system.
A Yes System tools 8.0
System should have the ability to suspend login after "x"
attempts to access the system with an incorrect password.A Yes System tools 8.0
System provides the ability to identify and track transactions
that have been changed through the database. A Yes System tools 8.0
System provides a password expiration date, for non-usage,
which can be set for user-defined or other timeframes.A Yes System tools 8.0
System provides a mechanism for the user to be notified x
number of days before the password is to expire, allowing the
user to create a new password.
B Yes System tools 8.0
Response Template C-29Page 116 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
System provides the ability to mask / hide / encrypt portions of
specific numbers thorough out the application (i.e. social
security number, credit card number and other data, etc.).A Yes System tools 8.0
Data Validation and Exception Reporting
System provides that all exception reporting and error handling
is online. The error correction and exception processing will use
an automated online process to accomplish this function in an
online real time processing mode. Appropriate controls will
notify the users and their supervisors of the need to work the
exceptions.
A Yes System tools 8.0
Response Template C-30Page 117 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
System to allow the selection of specified exception and/or error
items for processing or printing or online work queue based on
user-specified criteria.
A Yes Back-office workforce
management 8.0
The Utility will have the
ability to set up event
notifications (without
the vendor help), which
will be issued when the
system detects the
defined event. Those
notifications can create
tickets (administrative
orders) to be managed
by users.
For this requirement,
the Utility can set a
notification for each
event, and determine
which one needs to be
managed by a user.
Response Template C-31Page 118 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
System to provide processing controls to prove the accuracy
and completeness of all processing. Additionally, these controls
must prevent reprocessing where the process has already been
done. Example: The system should issue a warning if
attempting to double post the usage from meter reading or
double post cash receipts, etc.
A Yes Payment and debt
collection 8.0
Open Smartflex will
allow the Utility to
define the required
processes by billing
cycle, giving the capacity
of establish the
execution sequence
among them ensuring
the business cycle
completeness.
Moreover, every
process has an internal
control in order to avoid
double processing of
records.
System to have parameter-defined validation rules to control
data validity and reasonableness edits. This is to include the
ability to specify any edit override capability on the
reasonableness edits and the security placed on that override
capability. Edits will be performed prior to posting updates to
the data and will include an error correction facility.
A Yes Framework 8.0
Open Smartflex allows
defining rules to validate
the information entered
in the applications'
fields. In addition, it is
possible to define the
System to provide a way to correct or reverse any error that
may occur. This is applicable to any and all errors whether
system generated or operator induced. Within the same fiscal
year at a minimum.
A Yes Billing 8.0
Response Template C-32Page 119 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
Response Template C-33Page 120 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
1.0 General Requirements
Response Template C-34Page 121 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
Generation Information
System provides the ability to store prior system customer
numbers from legacy system.A Yes Sales and customer care 8.0
System to automatically generate unique customer numbers.A Yes Sales and customer care 8.0
System to automatically generate unique premise numbers.A Yes System tools 8.0
System to automatically generate unique account numbers.A Yes Sales and customer care 8.0
System provides the ability to store a unique location number to
identify Branch, Office, etc., within the utility. These numbers
will be used to help direct the output file for processing and
printing.
A Yes Sales and customer care 8.0
System provides the ability to have a multi-company code or
unique location number that will allow easy access for a CSR to
select.
A Yes Sales and customer care 8.0
System provides the ability to create a temporary account (e.g.,
construction sites, etc.). A Yes Sales and customer care 8.0
System provides the ability to associate one customer with
multiple premises.A Yes Sales and customer care 8.0
System provides the ability to associate a customer to a billing
account and premise.A Yes Sales and customer care 8.0
System provides the ability for user to modify specific data
fields (regarding customer, meter, billing, etc.) for a single
account.
A Yes Sales and customer care 8.0
2.0 Account, Customer & Premise Management
Response Template C-35Page 122 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System provides the ability for user to modify specific data
fields (regarding customer, meter, billing, etc.) for an account
range.
A Yes Sales and customer care 8.0
Open Smartflex allows
the service provider to
modify basic customer
data through the
customer care module.
In addition, the system
allows the company to
modify the customer's
bill through credit and
debit movements and to
exchange meters
between two customers
when their meters are
swapped.
System provides the ability to override standard billing cycle to
establish a customer-requested bill date.A Yes Sales and customer care 8.0
System provides the ability to create multiple customers,
premises, or accounts from a single setup screen with
appropriate edits and quality control features.
A Yes Sales and customer care 8.0
System provides the ability to capture customers' birth dates
and also provides for the calculation of age, in order to allow (or
disallow) certain functions or services based upon age.
C Yes Sales and customer care 8.0
System provides the ability to set defaults (carry data from one
screen to the other) in designated fields, based upon customer
class with the ability for an override condition.
G No
Response Template C-36Page 123 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System provides the ability to reset defaults (reset data
between customers to default amount) in designated fields
based upon customer class with the ability for an override
condition.
G No
System provides the ability to default mailing address to service
address unless over-written.A Yes Sales and customer care 8.0
System provides the ability to override defaults with proper
security.A Yes Sales and customer care 8.0
Account Data Customer Identification and Information
System provides the ability to capture and modify customer
identification data fields.A Yes Sales and customer care 8.0
System provides the ability to capture a company name for non-
residential accounts.A Yes Sales and customer care 8.0
System provides the ability to capture customer's entire name
including first, middle, last, and:
d) Title A Yes Sales and customer care 8.0
e) Suffix A Yes Sales and customer care 8.0
f) Double Last Name A Yes Sales and customer care 8.0
System provides the ability to search by First or Last name.A Yes Sales and customer care 8.0
System provides the ability to capture one or more types of
Identification such as Social Security Number, Driver's license
number, Tax ID, other.
A Yes Sales and customer care 8.0
System will capture the identity verification type and reference
number, including date, time, method, user ID.A Yes Sales and customer care 8.0
Response Template C-37Page 124 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System provides the ability to identify the relationship of second
person to primary account holder including but not limited to
spouse, roommate, parent, co-applicant, guarantor, property
manager, owner, key contact, account manager, DBA, other.
A Yes Sales and customer care 8.0
System provides information to be associated for Primary and
associated party(ies) on account: Multiple phone numbers,
email addresses, employment information and identification
numbers. All fields have unique labels by field type.
A Yes Sales and customer care 8.0
Addresses
System to provide individual fields for each component of the
premises' service address, including but not limited to the
following:
Response Template C-38Page 125 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
a) House Number A Yes System tools 8.0
Open Smartflex provides
a functionality that
allows the Utility to
enter and store address
information such as
house number,
fractional house
number, direction,
street name, unit
number, suffix, street
type, and apartment
number. However, these
are not stored as
individual fields since
the system is capable of
using the USPS address
validation service for the
identification of the
customer's premise
address.
Additional work will be
required if this is
mandatory.
Response Template C-39Page 126 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
b) Fractional House Number A Yes System tools 8.0
c) Pre-Direction A Yes System tools 8.0
d) Street Name A Yes System tools 8.0
e) Post-Direction A Yes System tools 8.0
f) Unit Type (i.e., APT/Lot/other identification number, etc.)A Yes System tools 8.0
g) Unit Number (i.e., actual number of suite or apartment)A Yes System tools 8.0
h) Street Suffix (Ln, Blvd, Rd, St…etc.)A Yes System tools 8.0
i) Assessor Parcel Number / Tax Map Identification A Yes System tools 8.0
j) State A Yes System tools 8.0
The state information
can be obtained from
the USPS or should be
configured in advance if
no integration with the
USPS will be done. It is
displayed to the user
each time the user
enters an address to
ensure accuracy.
k) Zip Code A Yes System tools 8.0
Zip Code is inferred
using the address
location, which is
computed or prompted
to the user if it is a new
address.
Response Template C-40Page 127 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
l) Zip Code +4 A Yes System tools 8.0
Open Smartflex provides
a functionality that
allows the Utility to
enter and store address
information such as
house number,
fractional house
number, direction,
street name, unit
number, suffix, street
type, and apartment
number. However, these
are not stored as
individual fields since
the system is capable of
using the USPS address
validation service for the
identification of the
customer's premise
address.
Additional work will be
required if this is
mandatory.
Response Template C-41Page 128 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System provides the ability to have a field for each of the above
items. A Yes System tools 8.0
Open Smartflex
validates every address
against an external
database with the
purpose of address
normalization. The
returned normalized
address is stored as a
string in a single text
field.
System provides the ability to have multiple meters that are
associated to one account with different location and/or
identification information.
A Yes Products and services 8.0
System provides the ability to have virtual services for the
purpose of billing for totalize consumption. A Yes Billing 8.0
Open Smartflex has the
ability of billing for
totalized consumption
using totalizing meters
(Master meters) and
user-defined billing rules
that distribute
consumption among sub-
services.
System will provide for unique premises identification fields,
including but not limited to dwelling type, services provided, X/Y
coordinates, city limits designation.
A Yes System tools 8.0
Response Template C-42Page 129 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System provides the ability to add a single address into the
system.A Yes System tools 8.0
System provides the ability to add addresses en masse into the
system. A Yes System tools 8.0
System provides the ability to validate the creation of new
addresses within the system to eliminate duplicates or to
provide an override.
A Yes System tools 8.0
System to provide a premise comment field (e.g., barn,
building, etc.).A Yes System tools 8.0
Open Smartflex offers
the company a premise
attribute named "Type
of premise" which is
generally used to
indicate the type of
building in the given
address.
System to provide built-in validation of USPS standards for
street name, direction, and street type plus other standard
abbreviations.
A Yes System tools 8.0
Response Template C-43Page 130 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System to provide validation of E-911 addresses for service
address with ability to override.A Yes System tools 8.0
Open Smartflex has the
ability to validate every
new address with
external databases using
APIs with the purpose of
address normalization.
Even if the addresses
fails the validation, the
system will provide
override ability.
This also applies to 311
addresses.
System to provide validation of 311 addresses for service
address with ability to override.A Yes System tools 8.0
System to capture multiple address types, such as billing,
seasonal etc.A Yes Sales and customer care 8.0
System to provide the ability to maintain seasonal start and end
dates for alternate mailing addresses with the ability to revert
automatically based on a date or other fields.
A Yes Sales and customer care 8.0
System to provide subordinate accounts the use of their own
mailing address, or the mailing address of the Master.A Yes Payment and debt
collection 8.0
System to provide the ability to accommodate multiple mailing
names and addresses for multiple copies of the bill.A Yes Sales and customer care 8.0
Response Template C-44Page 131 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System to provide the mailing address to allow for at least two
ATTN or C/O fields/lines.A Yes Sales and customer care 8.0
System provides for batch validation and correction of USPS API
/ CASS certification of addresses.A Yes System tools 8.0
System accommodates foreign addresses that do not follow the
USPS API / CASS certification.A Yes System tools 8.0
System provides the ability to flag accounts with foreign
addresses for extra postage. A Yes Sales and customer care 8.0
Open Smartflex offers
the ability to validate,
using billing business
rules, whether the mail
address is located in a
place that requires extra
postage.
Other Customer Account Data
System provides the ability to independently track the status of
the account, customer, premises and service(s), including but
not limited to active, inactive, final, pending, new, other.
A Yes Sales and customer care 8.0
Accounts, customers,
premises, and services
have different pre-
established statuses in
the system that allow
the company to identify
their current situation in
relation to technical and
financial condition. This
feature includes inactive
status.
Response Template C-45Page 132 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System provides the capability to independently track account
attributes on the account, customer, premises and service(s)
including but not limited to the following: delinquent,
collections, income, temporary, write-off, bankruptcy, bad debt,
renewables, net metering, user-defined
A Yes Sales and customer care 8.0
System to provide the ability to create and define configurable
data fields without system programming.A Yes System tools 8.0
System to provide the ability to have and use multiple alert
codes.A Yes System tools 8.0
System captures account information online for the following:
a) Detailed View of Master Account and Associated Sub
Accounts A Yes Payment and debt
collection 8.0
b) Detailed View of a Customer that is Associated to Multiple
Accounts. Accounts Billed Separately and in Different Routes A Yes Sales and customer care 8.0
System captures the history of products / services / rebates,
etc., provided for a customer.A Yes Sales and customer care 8.0
Response Template C-46Page 133 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System captures information obtained by a customer
survey/audit, such as number of units, fixture type, date,
results.
A Yes Field service
management 8.0
Open Smartflex provides
the ability to model
customer surveys as
activities and survey
fields as fulfillment
properties of those
activities. Each survey
field may be set as an
open question or
restricted to a drop-
down list, and the
answer will be validated
according to user-
defined rules.
Field technicians will
enter the answers to the
questionnaires when
closing the orders.
System captures any tampering history at the customer level.A Yes Fraud prevention 8.0 The Non-technical losses
functionality associates
System to provide the ability to select preferred method of
communication formats (e.g., paper, electronic, SMS, etc.) A Yes Sales and customer care 8.0
System to provide unlimited customer types/class for
differentiation, such as residential, commercial, industrial, other A Yes Sales and customer care 8.0
Response Template C-47Page 134 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System captures the original date when the customer moved in
and all services were activated.A Yes Sales and customer care 8.0
System to provide the ability to enter, display and track billing
delivery method, such as mail, EBPP, SMS/Text, other A Yes Sales and customer care 8.0
System to provide the ability to enter, display and track
payment method for a customer, including mail, EBPP, ACH,
credit card, web, IVR, other
A Yes Payment and Debt
collection 8.0
System to provide the ability to capture tax exempt certificate
number.A Yes Billing 8.0
System to provide method of notification for expired tax exempt
certificates.A Yes Billing 8.0
System to provide the ability to capture internal credit rating
based upon user-defined criteria (e.g. # NSF's, late payments,
etc.).
A Yes Sales and customer care 8.0
System provides the ability to automatically change the
payment type to "Cash Only" based on a user-defined number
of NSFs, with a built-in override.
A Yes Payment and debt
collection 8.0
System to capture meter information at the premises level.A Yes Device and materials
management 8.0
System provides the ability to capture multiple contact
information associated to the service address, including tenant,
property manager, owner, other.
A Yes Sales and customer care 8.0
System provides the option for the customer to select the type
of bill (bill choice), for example, a summary bill or detailed bill.A Yes Sales and customer care 8.0
System provides the ability to view customer rate information
on the primary CSR Screen to include base rate, tiered, usage,
demand, energy, other:
A Yes 8.0
Response Template C-48Page 135 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
p) Power Factor Charge A Yes Sales and customer care 8.0
The system provides the
ability to view customer
balance information on
the customer care
screen. In addition, it
also shows the product
offering that determines
customer rates.
This also applies to the
next two items (below).
q) Renewable Energy Charge A Yes Sales and customer care 8.0
r) Facility Charge (Annual for supporting street lights)A Yes Sales and customer care 8.0
s) User-defined A Yes Sales and customer care 8.0
System provides the ability to attach a recorded call, email and
documents to the customer record A Yes Sales and customer care 8.0
Service(s) Generation
System provides a unique identifier for each service type. A Yes Sales and customer care 8.0
System displays services available within a user-defined range
for new and existing services. A Yes Sales and customer care 8.0
Response Template C-49Page 136 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System provides a view of rates and billing schedules for
services that are being activated. A Yes Billing 8.0
Open Smartflex allows
the service provider to
visualize rates, their
validity period and
criteria used to identify
the value to be applied
over a specific billing
item.
System provides the ability to prevent a user from activating a
service that has been removed from the premises (i.e.,
abandoned property).
A Yes Sales and customer care 8.0
Response Template C-50Page 137 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System must be able to capture specific rate determinants
(e.g., service, customer class, usage type, consumption
level/history, capacity, meters, and timing) that allow the
system to correctly assign a default rate with the proper
amount of reporting to notify users of the change.
A Yes Billing 8.0
Open Smartflex allows
the service provider to
establish the criteria
used to identify the rate
to be applied over a
specific billing item.
These criteria have been
defined according to
industry best practices,
but they can be changed
by the Utility according
to its business needs.
For example, service
class, commercial plan,
category, and
subcategory.
System has the flexibility for manually overriding rate
determinates based on specific situations.A Yes Sales and customer care 8.0
System provides the ability to create and store a new service
address without all premise attributes.A Yes System tools 8.0
System provides the ability to capture and identify temporary
service locations for the following:
a) Seasonal Sites A Yes Sales and customer care 8.0
b) New Construction A Yes Sales and customer care 8.0
Response Template C-51Page 138 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
c) Other User Defined Sites A Yes Sales and customer care 8.0
d) Date of original service enrollment A Yes Sales and customer care 8.0
e) Based on Length of Temporary Service A Yes Sales and customer care 8.0
System to provide the ability for the utility to define required
data fields.A Yes Products and services 8.0
Open Smartflex allows
the company the
configuration of forms
for different requests.
This configuration
includes the definition
of required and
additional fields.
System to provide for service activation and termination history
to be maintained and reviewable for a minimum of 7 years,
independent of the customer activity.
A Yes Sales and customer care 8.0
Memos and Notes
System provides an automatic log entry for history of customer
name changes in the system.A Yes Sales and customer care 8.0
System provides an automatic log entry for history of customer
mailing address changes in the system.A Yes Sales and customer care 8.0
System to capture User-ID, and a Date and Time stamp that
the memo or note was made. B Yes Sales and customer care 8.0
System provides security levels for allowing add, edit, and
delete functions for memos or notes. B Yes Sales and customer care 8.0
Response Template C-52Page 139 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System to provide for free-form notes and remarks.B Yes Sales and customer care 8.0
System to provide for an unlimited amount of memos or notes
and remarks on a customer, premises, account, services and
meters.
B Yes Sales and customer care 8.0
System to provide the ability to categorize notes and remarks
based on user-defined criteria.B Yes Sales and customer care 8.0
System to provide the online ability for sorting and displaying
notes and remarks based upon category, date, etc.B Yes Sales and customer care 8.0
System to provide the online ability to identify critical or
permanent notes / remarks. These notes/remarks are exempt
from purge / archive.
B Yes Sales and customer care 8.0
System to provide the ability to produce a system generated
note or memo based upon user-defined account activity or
condition.
B Yes Sales and customer care 8.0
System provides the ability to automatically or manually purge
notes or memos after a user-defined time frame and proper
security.
B Yes Sales and customer care 8.0
System provides the ability to have expiration dates on user-
defined notes that can be setup at the time of creation. B Yes Sales and customer care 8.0
System provides the ability to display all notes that are
associated to a customer, regardless of their specific account. B Yes Sales and customer care 8.0
System provides the ability to display, log, and respond to all e-
mails communications? that are associated to a customer,
regardless of their specific account.
B Yes Sales and customer care 8.0
Response Template C-53Page 140 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System has the ability to provide (or disable) spell check and
word-wrapping ability for entering notes or memos.B Yes Sales and customer care 8.0
System will, with a certain business, a copy of the email is sent
to the internal account representative.A Yes Sales and customer care 8.0 Open Smartflex provides
the ability to set up
Master and Sub-Accounts
System to provide the ability to associate sub-accounts to a
master account or to multiple sub-accounts. A Yes Payment and Debt
collection 8.0
Open Smartflex allows
the company to define
association between System to provide the ability for the sub-account to be
associated or disassociated to the master account at any time
during the billing month.
A Yes Payment and debt
collection 8.0
System to provide the ability to maintain credit history of sub-
accounts independently from the master account.A Yes Sales and customer care 8.0
System to provide the ability to maintain the credit history of
the master account independently from the sub-accounts. A Yes Sales and customer care 8.0
System to provide financial and reading history independently
or collectively for master and sub-accounts. A Yes Sales and customer care 8.0
System provides an online view of a master and its associated
sub-accounts, that includes accounts, premises, and balances
detail, etc.
A Yes Payment and debt
collection 8.0
System provides the ability to establish a master account for
statement and reporting purposes only. Actual billing and
payment takes place on the sub-account level.
A Yes Payment and debt
collection 8.0
System provides the ability to establish a master account for
consolidation of billing and payments.A Yes Payment and debt
collection 8.0
Customer Calls
Response Template C-54Page 141 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System has the ability to link with an interactive voice response
system.A Yes Sales and customer care 8.0
System provides the ability to pre-populate the primary
customer information screen from inbound calls.A Yes Sales and customer care 8.0
System provides the ability to track all customer contacts
online.A Yes Sales and customer care 8.0
Open Smartflex offers a
functionality for
registering every
interaction with the
customer.
System captures date and time of when customer called.A Yes Sales and customer care 8.0
System captures notes relating to the nature of the call.A Yes Sales and customer care 8.0
Response Template C-55Page 142 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System provides the ability to classify a resolution type for the
call, including inquiry, complaint, other. A Yes Sales and customer care 8.0
The Customer Care
module allows the
company to manage
different types of
contacts including
complaints and
inquiries. This option
manages statuses,
registration causes and
type of answers
(whether they are a
customer or a company
issue) allowing the
Utility to track the
situation of each one.
System provides the ability to capture resolution date and time.A Yes Sales and customer care 8.0
System to provide an online form for supervisors to monitor
open contacts by CSR-ID.A Yes Sales and customer care 8.0
System provides the ability to create reports for customer call
information.A Yes Sales and customer care 8.0
Response Template C-56Page 143 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System will provide the ability to provide user-defined call
types. A Yes Sales and customer care 8.0
The Customer Care
module allows the
company to manage
different types of
contacts. On the one
hand, the system allows
service provider to
define types of request
to address customer
needs. In addition, it
facilitates to specify a
type of comment or an
interaction channel for
each contact with
customers.
Customer Conversation Scripting
Response Template C-57Page 144 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System provides the ability to create, store, and present scripts
for calls that the CSR's can follow.A Yes Sales and customer care 8.0
Open Smartflex will
allow the Utility to
define and modify
verification guidelines
with single and multiple
response questions. The
Utility can use these
guidelines to build the
requests that the
business requires.
Response Template C-58Page 145 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System provides the ability to configure scripts by
product/service and the type of call.A Yes Sales and customer care 8.0
The Utility is provided
with the ability to design
its own verification
guidelines according to
type of service, using
answers in order to
define the following
questions. If the type of
service is included as an
answer, the verification
guideline will show the
next questions
according to the answer
previously selected.
Response Template C-59Page 146 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System provides the ability to have scripts prompt users of key
data capture questions related to the issue. A Yes Sales and customer care 8.0
Open Smartflex provides
the ability to design the
questions showed in the
verification guidelines
according to the
answers previously
selected in the request
registration. The Utility
can use these guidelines
to build the requests
that the business
require.
System provides the ability to have up to 20 questions for each
script type.A Yes Sales and customer care 8.0
Open Smartflex provides
the ability to design
verification guidelines
with no limit on the
number of questions.
The Utility can use these
guidelines to build the
requests that the
business require.
Account Operations/Manipulation
System to provide the ability to activate one or more specific
services without others.A Yes Sales and customer care 8.0
Response Template C-60Page 147 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System provides the ability to terminate any flat rate service
and start metered service without programming. A Yes Products and services 8.0
System to provide the ability to alert the user of customers that
have alert codes (e.g., cash only, confidential, etc.).B Yes System tools 8.0
System to provide the integration of captured e-mail address for
delivery of bills and notices electronically.A Yes Sales and customer care 8.0
System to provide the ability to notify user of unused but
available products, services, programs, etc. for potential cross-
or up-sales.
A Yes Sales and customer care 8.0
System to provide the ability to associate customer to special
service offerings such as budget billing, water budgets, energy
or water efficiency, other.
B Yes Sales and customer care 8.0
System to provide the ability to set up an installment plan for
services provided with a fixed total amount due, monthly
payment amount, and fixed end date.
A Yes Payment and debt
collection 8.0
System to provide the ability to set up an installment plan for
charitable contributions, with a fixed or unlimited total amount
due, monthly payment amount, and fixed or unlimited end date.
A Yes Billing 8.0
System to provide the ability to setup and maintain recurring
bank drafting.A Yes Payment and debt
collection 8.0
System provides the ability to setup the EFT draft date x
number of days from the bill date.A Yes Payment and debt
collection 8.0
System provides the ability to establish a preferred EFT draft
date that will override the system bill EFT draft date. A Yes Payment and debt
collection 8.0
Response Template C-61Page 148 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System to provide the ability to require certain identification
and/or personal information during the account creation and
maintenance process.
A Yes Sales and customer care 8.0
System to provide the ability to transfer customers from one
premises to another, maintaining existing customer information.A Yes Sales and customer care 8.0
System to provide the ability to create a new customer and
transfer services from an existing customer to the new A Yes Sales and customer care 8.0
System to provide the ability to request one or more services to
be terminated with a date certain (final-off).A Yes Sales and customer care 8.0
System to provide the ability to automatically identify and
report accounts with no activity for a specified period of time.A Yes Framework 8.0
Account Display
System to provide the ability to view historical financial
information when creating a new account, whether the historical
information is active, in collections, or written off.
A Yes Sales and customer care 8.0
System provides the ability to view the following online:
a) Accounts Receivable History A Yes Framework 8.0
b) Payment History 84 Months A Yes Sales and customer care 8.0
c) Adjustment History A Yes Sales and customer care 8.0
d) Deposit History A Yes Sales and customer care 8.0
Response Template C-62Page 149 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
e) Simple Interest History A Yes Sales and customer care 8.0
By using customer care
module, CSR can access
to the simple interest
history per each
customer, identifying
the charges associated
with interests in the
credit history.
f) Payment Plans and Status A Yes Sales and customer care 8.0
g) Payment Plan Historical Information A Yes Sales and customer care 8.0
h) Current Accounts Receivable Charges and Due Dates A Yes Payment and debt
collection 8.0
i) Current Payment Transactions not yet Dispersed / Posted to
Accounts Receivable A Yes Payment and debt
collection 8.0
Open Smartflex does not
need statuses for
payments because they
are applied online into
the system. When
payment agencies
report payments, the
information is updated
immediately.
j) Account Billing History A Yes Sales and customer care 8.0
Response Template C-63Page 150 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
k) Service Order History A Yes Sales and customer care 8.0
l) Open Service Orders A Yes Sales and customer care 8.0
m) Active Products/Services for a Customer or Premises A Yes Sales and customer care 8.0
n) Metered and Billed Consumption across Associated Meters A Yes Sales and customer care 8.0
o) Metered and Billed Consumption across Associated Services A Yes Sales and customer care 8.0
p) Metered and Billed Consumption across Associated Accounts A Yes Sales and customer care 8.0
q) Metered and Billed Consumption for Individual Meters or
Services A Yes Sales and customer care 8.0
r) Metered and Billed Consumption across multiple Multi-
Registers. (i.e. TOU or Net metering) (This includes functionality
that goes up and down, across accounts)
A Yes Sales and customer care 8.0
s) Customer Calls, Memos, Notes History B Yes Sales and customer care 8.0
t) Credit History by Customer A Yes Sales and customer care 8.0
System has the ability to export all consumption history in a
standard file format to the desktop.A Yes Framework 8.0
System provides the ability to view history of bad payments
(NSF, slow pay, etc.) received on an account for a user-defined
time period.
A Yes Framework 8.0
Response Template C-64Page 151 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System provides the ability to flag accounts that have active
recurring charges. A Yes Billing 8.0
Every product
associated with an
account has a status
that reflects the current
account details. Based
on this, products with
active recurring charges
can be identified easily.
System provides the ability to establish and track the end-date
of recurring charges.A Yes Framework 8.0
Open Smartflex will
allow the Utility to
define the validity
period for each rate,
including the start and
stop dates for billing
purposes. Moreover,
special charges can be
billed for specific
accounts or products in
just one billing period,
considering the start
date only.
Response Template C-65Page 152 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System provides the ability to link to and display bill images
stored outside the CIS/OSS system.A Yes Billing 8.0
Open Smartflex provides
the ability to upload
templates and designs
to generate bills from a
directory placed in a
server that belongs to
the local network.
This also applies to the
next item (below).
System provides the ability to list available linked bill images
according to search, filter, and sort criteria.A Yes Billing 8.0
Customer Web Information - leave detail and roll up for counting purposes
System to provide the ability to store encrypted “PIN” numbers,
for security reasons, in order to prevent unauthorized access to
the customers' Web Self-Service accounts.
A Yes Self-service portal 8.0
System to provide the ability to track a customer's encrypted
security password for Web Self-Service. G No
Response Template C-66Page 153 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System to provide the ability to store a 'hint' question and
answer for web self-service.A Yes Self-service portal 8.0
Open Smartflex allows
customers to change
their passwords after
confirmation of
generated PIN codes
that are sent to their
emails.
Ability for a designated CSR to reset a customer's security
password for web self-service.A Yes Self-service portal 8.0
OpenSmartflex allows
customers to reset their
own password without
CSR intervention. The
CSR can assist customers
indicating how to
proceed. This approach
ensures customers to
rely on the Utility
procedures to protect
the confidentiality of
sensitive information
Landlord/Tenant Information
System to provide the ability to setup, change, delete and/or
revert-to-landlord, the active customer when a tenant is final
billed.
A Yes Sales and customer care 8.0
Response Template C-67Page 154 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System provides the ability to recognize/modify/waive service
initiation fees for addresses reverting to a landlord's name. A Yes Sales and customer care 8.0
System to provide the ability to mass setup, change and delete
landlord and revert-to information.A Yes Sales and customer care 8.0
System to provide the ability to establish an effective time
period for revert-to functionality.A Yes Sales and customer care 8.0
Open Smartflex provides
the ability to schedule a
specific date for stop
service with the purpose
of executing the revert-
to-landlord process.
System provides the ability to view the landlord history at the
premises.A Yes Sales and customer care 8.0
System to provide the ability where accounts on owner’s revert-
to program will automatically transfer into landlord name, after
a tenant closes the account.
A Yes Sales and customer care 8.0
Special Contracts
System captures special negotiated service contract rates. A Yes Sales and customer care 8.0
Response Template C-68Page 155 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System captures any contract information, for example, but not
limited to: SLA's, Business partners, equipment maintenance,
contract status, credit & collection details, special minimums,
special facility tariffs, etc.
A Yes Sales and customer care 8.0
The basic contract
information can be
entered directly in the
account attributes,
other billing and
management
information is created
within functionalities
given in the solution.
SLAs can be configured
to be automatically
assigned depending on
the type of customer,
type of request, among
other characteristics.
Special minimums,
tariffs and other billing
conditions are part of
the product offering and
rates, and credit &
collections activities are
configurable in the
solution. All other
contract-related
information would be
evaluated and
addressed with the
proper functionality
Response Template C-69Page 156 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System to provide the ability to view historical financial
information when creating a new account with a special
contract, whether the historical information is active, in
collections, or written off
A Yes Sales and customer care 8.0
System provides the ability to assign special discount codes
(contract) at the customer level to follow the customer for
income, assistance, medical, other.
A Yes Sales and customer care 8.0
d) Economic Development (where rate reflects the discount)A Yes Sales and customer care 8.0
Open Smartflex offers
the ability to have user-
defined type of
customer. Based on the
above, special discounts
can be configured in the
Product Offering for
Economic Development
customers.
System provides the ability to track low income accounts
through visual account identifiers. A Yes Sales and customer care 8.0
System provides the ability to track SHARE/HEAP, Lifeline,
Economic Development and other user-defined accounts,
through separate visual account identifiers.
A Yes Sales and customer care 8.0
Open Smartflex allows
to have user-defined
types of customer which
can be visualized in the
CSR screen.
Product Generation
Response Template C-70Page 157 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System provides a unique identifier for each product type. A Yes Sales and customer care 8.0
Open Smartflex uses
unique identifiers for
each customer's
product.
System provides a view of rates and billing schedules for
services/products that are being activated. A Yes Sales and customer care 8.0
Through billing and
product management
modules, Open
Smartflex allows the
service provider to
visualize the rate
(product offer) and
billing information (such
as cycle, periods).
System has the flexibility for manually overriding rates
determinants, based on specific situations.A Yes Sales and customer care 8.0
Open Smartflex, through
the customer care
module, offers the
company the option to
change the commercial
plan to installed
products in the
customer.
System provides the ability to capture date of original product
purchase.A Yes Sales and customer care 8.0
Response Template C-71Page 158 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
2.0 Account, Customer & Premise Management
System provides the ability for user-definable fields.A Yes Sales and customer care 8.0
System provides the ability to set up an installment plan for
products/equipment sales/rental with a fixed total amount due,
monthly payment amount, simple or compound interest, and
with a fixed end-date.
B Yes Sales and customer care 8.0
System to provide the ability to associate customer to special
product offerings such as descounts, levelized payments,
efficiency, donations.
A Yes Products and services 8.0
Open Smartflex allows
the Utility to define
different product
offerings, including the
charge rates and
discounts needed for
billing purposes.
System to provide the ability to create a new customer and then
transfer / inactivate product(s) from an existing customer to the
new customer.
A Yes Sales and customer care 8.0
The Customer Care
module offers the
company the option to
transfer the financial
obligations to a new
customer from a
specified date, making
this new customer
responsible for the
provided service.
Response Template C-72Page 159 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
On-line Internet Account Setup
System to provide the ability for customers to create their own
profile, including user name and password.A Yes Self-service portal 8.0
System provides the ability to change Pin or Password using a
security question. A Yes Self-service portal 8.0
Open Smartflex allows
customers to change
their passwords after
confirmation of
generated PIN codes
that are sent to their
emails.
System would require authentication, using an account/PIN
combination, when linking an account or group of accounts to a
user name.
A Yes Self-service portal 8.0
System to provide the ability to provide email confirmation and
user ID information in real-time, automatically.A Yes Self-service portal 8.0
System to provide the ability to link accounts online.A Yes Self-service portal 8.0
System to provide the ability to require username/password to
access account information.A Yes Self-service portal 8.0
System to provide the ability to relate multiple customer
accounts to one online account.A Yes Self-service portal 8.0
System supports Spanish language and presentation (Customer-
preferred language preference).A Yes Self-service portal 8.0
System will allow for removal of items not needed by the utility
(e.g., tabs, certain features, functionality, etc.).A Yes Self-service portal 8.0
System will allow for the web self-service customer to initiate a
request to change the customer's name on the account.A Yes Self-service portal 8.0
3.0 Customer Self Service
Response Template C-73Page 160 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
3.0 Customer Self Service
System will allow for the web self-service customer to initiate a
request to change the customer's mailing address.A Yes Self-service portal 8.0
In the event the customer has more than one address, the
system will allow the web self-service customer to initiate a
request to "pick and choose" which address to change, from a
drop-down list of all addresses.
A Yes Self-service portal 8.0
System will allow for internal links (hyperlinks) to shared
documents, images, websites, and other media.A Yes Self-service portal 8.0
System will allow for external links (hyperlinks) to shared
documents, images, websites, and other media.A Yes Self-service portal 8.0
Entire online web self-care system will be customized for the
utility including the exact same "look-and-feel" on all pages as
the utility's website. This includes colors, fonts and
background, branding, logo, headlines, style sheet, display of
content, frames, lists, drop down menus, sidebars and display
of HTML tables.
A Yes Self-service portal 8.0
Online Internet Account Actions
System to provide the ability to set up recurring checking and /
or savings account payment drafts online (ACH). A Yes Self-service portal 8.0
System to provide the ability to set up recurring credit / debit
card payments online.A Yes Self-service portal 8.0
System to provide the ability to modify recurring credit / debit
card information online.A Yes Self-service portal 8.0
System to provide the ability to modify recurring checking /
savings account information online.A Yes Self-service portal 8.0
System provides the ability to notify the customer if their credit
/ debit card information is nearing expiration date.A Yes Self-service portal 8.0
Response Template C-74Page 161 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
3.0 Customer Self Service
System provides the ability to pay a one-time payment via
credit card, checking or savings account A Yes Self-service portal 8.0
System provides options for payment-type, based on the
previous payment history. For example, if the customer used a
different credit card last month and but prefers to use a
different card this month. Then the system will mask all
numbers except the last four digits.
A Yes Self-service portal 8.0
System to provide the ability for new customers to enter all
required and optional customer account information, in order to
establish themselves as new customers.
A Yes Self-service portal 8.0
System to provide the ability to require employee approval of
new customers, prior to establishing a customer in the system.A Yes Self-service portal 8.0
System to provide the ability to update mailing address, phone
number, or other user-defined, customer account fields online.
Any changes will be captured, including old value / new values
and change source, etc.
A Yes Self-service portal 8.0
System to provide the ability for online account updates to be
available, in real-time, for access to display the most current
field / element value.
A Yes Self-service portal 8.0
Open Smartflex is an
integrated solution that
allows online
System to provide the ability for online account updates to be
available, in a real-time approval queue for access to display the
most current element value.
A Yes Self-service portal 8.0
The system has a
workflow functionality
that allows definition of
System to provide the ability to prevent a customer from
performing an online, self-service function, if an alert code or
restriction exists for that customer and that function (e.g., Cash
Only customer attempting to make a payment online).
A Yes Self-service portal 8.0
System to provide the ability to accept a payment online.A Yes Self-service portal 8.0
Response Template C-75Page 162 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
3.0 Customer Self Service
System to provide the ability to post a payment real-time.A Yes Self-service portal 8.0
System to provide the ability to accept payments to specific
services/products online.A Yes Self-service portal 8.0
System to provide the ability to accept specific recurring or one-
time Energy Assistance Program, Green Power, or other user-
defined program, etc., contributions on their account.
A Yes Self-service portal 8.0
System to provide the ability to remove specific recurring
Energy Assistance Program, Green Power, Good Neighbor or
other user-defined program, etc., contributions on their
A Yes Self-service portal 8.0
System to provide the ability to post payment to specific
commodity and/or non-commodity charges on an account
online.
A Yes Self-service portal 8.0
Response Template C-76Page 163 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
3.0 Customer Self Service
System provides the ability to hold credit payments that were
applied to a specific service. This credit balance will not be
applied to outstanding balances.
A Yes Billing 8.0
OpenSmartflex identifies
the origin of credits and
according to this
information it defines if
they are applicable on
the outstanding balance
or remain as credit ;
e.g., the deposit
payment will remain as
credit until it is decided
to be applied on the
outstanding balance for
the same account or
make a refund to the
customer.
In addition,
OpenSmartflex allows
the Utility to have a
customer with different
accounts conceding the
convenience of handling
separately outstanding
balances by services by
not applying credits
originated by a service
from one account to
another.
Response Template C-77Page 164 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
3.0 Customer Self Service
System to provide the ability to post deposit payments to
account online.A Yes Self-service portal 8.0
System will apply payments to a pending deposit amount first
before applying to outstanding balances. A Yes Self-service portal 8.0
Open Smartflex provides
the ability to prioritize
charge payments,
including pending
deposit amount,
according to the
payment priority
defined by the Utility.
System provides total amount needed to be paid, to avoid
service being disconnected, with an option to pay the indicated
amount (minimum amount due).
A Yes Self-service portal 8.0
System to provide the ability for customers to sign-up for
budget billing or other payment plans.A Yes Self-service portal 8.0
System to provide the ability for customers to sign-up for
levelized payment plan.A Yes Self-service portal 8.0
System provides the ability to select preferred due date, within
specific guidelines specified by business processes. Preferred
due date will continue until customer requests a change or
cancellation.
A Yes Self-service portal 8.0
System to provide the ability to change bill type and other
options as offered by the utility.B Yes Self-service portal 8.0
System to provide the ability to request products and services
online.A Yes Self-service portal 8.0
System to provide the ability to signup for utility specific
newsletter. A Yes Self-service portal 8.0
Response Template C-78Page 165 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
3.0 Customer Self Service
System to provide the ability to initiate Trouble Ticket
(example: electric outage, etc.) that goes to an internal online
work queue for review.
A Yes Self-service portal 8.0
System to provide the ability to direct trouble ticket to 3rd-party
application.A Yes Self-service portal 8.0
System to provide the ability to generate service orders based
upon user-defined parameters that upon manual/automatic
approval may or may not be created.
A Yes Self-service portal 8.0
Systems displays a change history log.A Yes Self-service portal 8.0
System to provide the ability to review pending service orders.
(ability to select which orders to see) A Yes Self-service portal 8.0
System to provide the ability to request a payment plan
(payment arrangement) online and a promise to pay with
appropriate internal controls and business practices.
A Yes Self-service portal 8.0
System to provide the ability to request and generate a letter of
credit online. A Yes Self-service portal 8.0
System to provide the ability to schedule service appointments
online.A Yes Self-service portal 8.0
System to provide the ability for a customer to request a
transfer from one premise to another.A Yes Self-service portal 8.0
System to provide the ability for a customer to request a turn-
on at a premise.A Yes Self-service portal 8.0
System to provide the ability to request a product or service be
turned off or discontinued.A Yes Self-service portal 8.0
Online request can be submitted to an online work queue or
processed real time. A Yes Self-service portal 8.0
Response Template C-79Page 166 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
3.0 Customer Self Service
System provides the ability to see all payment plans that the
customer has had. The system will also display on a single
screen the ability to see status of active payment arrangement,
number of payment arrangements in a user defined time period,
number of payment arrangements successfully completed and
number of payment arrangements missed/defaulted.
A Yes Self-service portal 8.0
System to allow user to set up deferred payment plans based
on fixed dollar amount per month in addition to current bill
amount.
A Yes Self-service portal 8.0
System to allow the set up of payment plans for accounts
according to a utility-defined status and conditions.A Yes Self-service portal 8.0
System to allow flexibility to modify payment plan installment
amounts and due dates - according to utility-defined status and
conditions.
A Yes Self-service portal 8.0
System provides the ability to extend payment terms and dates
with certain utility-defined status, conditions, and that is
approved/rejected through the use of an online work queue.
A Yes Self-service portal 8.0
System logs all emails or online requests on Customer /
Account.A Yes Self-service portal 8.0
Customer Self-Service system provides the ability to accept
payment and process donations, contributions and conservation
programs for city-wide services.
A Yes Self-service portal 8.0
Online Internet Analysis
System to provide the ability to run comparisons of 2 years
consumption online. A Yes Self-service portal 8.0
Response Template C-80Page 167 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
3.0 Customer Self Service
System to provide the ability to input any two or more service
addresses and run comparisons of consumption history for a
single account holder.
A Yes Self-service portal 8.0
System to provide the ability to view service-specific meter
readings online.A Yes Self-service portal 8.0
System to provide the ability to view service-specific
consumption information online.A Yes Self-service portal 8.0
System to provide the ability to run comparisons of
consumption by billing period online.A Yes Self-service portal 8.0
System to provide the ability to run comparisons of
consumption by weather conditions online.A Yes Self-service portal 8.0
System to provide the ability to run comparisons of
consumption by season. A Yes Self-service portal 8.0
System to provide the ability to run comparisons of monthly bill
amounts and consumption for a user-specified number of
months.
A Yes Self-service portal 8.0
System to provide the ability to run comparisons of monthly bill
amounts and consumption for a user-specified number of
months by weather conditions.
A Yes Self-service portal 8.0
System to provide the ability to run comparisons of related
accounts for single account holder, by monthly bill amount for a
user-specified number of months in history.
A Yes Self-service portal 8.0
System to provide the ability to run comparisons of related
accounts by geography, e.g., zip code, area code, phone prefix,
etc.
A Yes Self-service portal 8.0
System to provide the ability to highlight billing exceptions
online.A Yes Self-service portal 8.0
System to provide the ability to set up account bill amount
exception criteria online. A Yes Self-service portal 8.0
Response Template C-81Page 168 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
3.0 Customer Self Service
System to provide the ability to set up account consumption
exception criteria online.A Yes Self-service portal 8.0
System to provide the ability to display negative credit impact
events online.A Yes Self-service portal 8.0
System to provide the ability to run "what if" payment terms.A Yes Self-service portal 8.0
System to provide the ability to view real-time pricing for
customer comparison on the web. A Yes Self-service portal 8.0
System to provide the ability to export consumption and billing
data for a 2-year period and importing into an Excel type
format.
A Yes Self-service portal 8.0
System to provide the ability to calculate real-time rate
modeling for commodity sales as well as non-commodity
product/service price modeling. In addition, system should allow
for an individual account to have its bill calculated online under
different rates to determine which is least costly.
B Yes Self-service portal 8.0
Online Internet Display/Views
System to provide the ability to view account history online
(statement of account).A Yes Self-service portal 8.0
System to provide the ability to view account financial
transaction history for over 24 months.A Yes Self-service portal 8.0
System to provide the ability to view current amount due and
due date, amount past due and due date, payment schedules
and due dates and total balance due and due date.
A Yes Self-service portal 8.0
System to provide the ability to view current statement online.A Yes Self-service portal 8.0
Response Template C-82Page 169 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
3.0 Customer Self Service
System to provide the ability to view and print the most current
bill or statement online.A Yes Self-service portal 8.0
System to provide the ability to view and print a selected bill or
statement up to 24-months or more prior online.A Yes Self-service portal 8.0
System to provide the ability to view service specific metered
and billed consumption for 24-months or more of history online.A Yes Self-service portal 8.0
System to provide the ability to view service specific non-
metered and billed consumption for 24-months or more of
history online.
A Yes Self-service portal 8.0
System to provide the ability to view credit status online.B Yes Self-service portal 8.0
System to provide the ability to view current status of service
appointments online.A Yes Self-service portal 8.0
System to provide the ability to view total Customer-Account-
Premise-Meter relationship.A Yes Self-service portal 8.0
System to provide the ability to view high-level service order
information online ( e.g., date initiated, status, type of SO,
anticipated work date, close date, etc.).
A Yes Self-service portal 8.0
System provides the ability to display date and time a payment
was made through the WEB or IVR.A Yes Self-service portal 8.0
System to provide the ability to view posted payment history
including date, time, and amount.A Yes Self-service portal 8.0
System supports the capture of on-site safety or necessary
information (e.g., pool, dog, dog temperament, pool
information, etc.).
A Yes Self-service portal 8.0
System supports the capturing of marital status.A Yes Self-service portal 8.0
System supports the capturing of employer information,
including: employer name, title, start date, address and phone.A Yes Self-service portal 8.0
Response Template C-83Page 170 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
3.0 Customer Self Service
System to provide the ability to change user id, password,
phone number, email address and alternate email address.A Yes Products and services 8.0
System provides for optional program enrollment/disenrollment
for energy assistance programs, green power, paperless billing /
EBPP, conservation/efficiency measures, rebate programs as
defined in the Conservation and Rebate tab, and other user
defined programs.
A Yes Sales and customer care 8.0
System provides for optional program enrollment/disenrollment
for net metering, monthly billing options, and preferred rate
code.
A Yes Self-service portal 8.0
Internet Criteria
System to provide the ability to send customers email or SMS
messages based on the customer profile (e.g., Budget bill,
Levelized, Payment plan, ACH, etc.).
A Yes Self-service portal 8.0
System to provide the ability to provide email or SMS
notification for account reminders, payment arrangements, high-
use detection (with AMI), appointments, etc.
A Yes Self-service portal 8.0
System to provide the ability to provide email or SMS
notification of online profile changes.A Yes Self-service portal 8.0
System to provide the ability for CSR to observe online user's
screen when engaged on call with same user.A Yes Self-service portal 8.0
System to provide the ability to display messages based upon
customer status/services/un-used available services, etc.B Yes Self-service portal 8.0
System to provide the ability to conduct an online discussion
session with a customer (web chat).A Yes Self-service portal 8.0
Interactive Voice Response
Response Template C-84Page 171 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
3.0 Customer Self Service
System to provide the ability to provide account data via IVR
interface.A Yes Self-service portal 8.0
System to provide the ability to accept payment via IVR
interface.A Yes Self-service portal 8.0
System to provide the ability to accept service request via IVR
interface.A Yes Self-service portal 8.0
System to provide the ability to log IVR interface access in
customer history.A Yes Self-service portal 8.0
Broadband
System to provide the ability to order Internet, Phone, and
Video services online.A Yes Self-service portal 8.0 OpenSmartflex provides
tools that allow the
System to provide the ability to determine if services are
available.A Yes Self-service portal 8.0 OpenSmartflex allows
the Utility to determine
System to provide the ability to create and track a trouble-
ticket.A Yes Self-service portal 8.0
System to provide the ability to view current promotions and
bundles.A Yes Self-service portal 8.0
System to provide the ability to change service.A Yes Self-service portal 8.0
System to provide the ability to self troubleshoot via a web
work-flow.G No
System to provide the ability to request a call back.A Yes Products and services 8.0
System to provide the abilty to reset a password for an
integreted system, such as email, voice mail, etc.A Yes Products and services 8.0
System to provide the ability to view phone usage data, such as
summarized Long Distance.A Yes Rating 8.0 OpenSmartflex allows
the Utility to manage
Response Template C-85Page 172 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
3.0 Customer Self Service
System to provide the abilty for the customer to "Click to dial".G No
System to provide the ability to access "TV Everywhere".A Yes Products and services 8.0 OpenSmartflex provides
tools that allow the
Response Template C-86Page 173 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
System Requirements
System provides the ability to maintain a record of open
accounts receivable indefinitely. A Yes Payment and debt
collection 8.0
System will retain searchable history on accounts with any
balance for more than 84-months. A Yes System tools 8.0
System provides the ability to view on-screen a listing of at
least 84 (user-defined) months transactions on a specific
account. These transactions include adjustments, payments,
meter transactions, database changes, etc.
A Yes Framework 8.0
System provides the ability for the system to maintain all
account receivable charges regardless of debit or credit in their
original state at time of billing.
A Yes Billing 8.0
A/R Processing
System provides the ability to allocate partial payments based
on service for Priority, Due Date to Oldest Date, Weighed
Percentage, Prioritize any combination of these, and/or User
Defined Order.
A Yes Payment and debt
collection 8.0
The system allows the
company to define the
payment distribution
priority at different
levels including billing
items. By using this level
any payment made will
be allocated to the
oldest bill first and
inside it, the system will
allocate the payment
according to each billing
item based on the
defined priority.
System provides the ability to accept overpayments with
automatic generation of proper accounting entries.A Yes Payment and debt
collection 8.0
System provides the ability to provide for positive (or negative)
billing adjustments with audit trail.A Yes Billing 8.0
System provides the ability to manually transfer balances on
inactive accounts to other accounts, with a clear audit trail. A Yes Billing 8.0
System will allow overpayments to remain as a credit on the
account with automatic generation of proper accounting
entries.
A Yes Financial interface 8.0
System provides the ability to automatically create an edit
report to approve final credit balance refunds. Refund dates are
user-defined.
A Yes Payment and debt
collection 8.0
System has the ability to retain a credit balance on an account,
regardless of account status or other automated refund
parameters.
A Yes Payment and debt
collection 8.0
System provides the ability to have a grace period between the
last payment date and the issuance of a refund check.G No
System provides the ability to issue a credit refund regardless
of the balance due on the account in the event of a payment
made in error.
A Yes Payment and debt
collection 8.0
System provides the ability request a check to be cut for any
specified amount regardless of balance of account but not to
exceed the credit balance on the account.
A Yes Payment and debt
collection 8.0
System provides the ability to make the appropriate journal
entries to the general ledger when refunds are made. A Yes Payment and debt
collection 8.0
System to allow user to code bankruptcy date, identify prior
amount for write off, and system will ignore all amounts due
prior to the bankruptcy date.
A Yes Payment and debt
collection 8.0
System should generate refunds of final bill credits or
overpayments.A Yes Payment and debt
collection 8.0
System provides the ability to automatically generate security
deposit refunds as a credit to the account based on pre-defined
rules.
A Yes Payment and debt
collection 8.0
System provides the ability to automatically generate security
deposit refunds as a check to the customer based on pre-
defined rules.
A Yes Payment and debt
collection 8.0
A/R Adjustments
System provides the ability to post adjustments to accounts
that have been written off.A Yes Payment and debt
collection 8.0
System provides on-screen interactive adjustment process,
including review and approval prior to posting.A Yes Billing 8.0
System provides the ability to set dollar limits of adjustments
that will not be applied to the customers account. The
adjustments will be placed in a queue for approval.
A Yes Billing 8.0
System provides an audit trail of all adjustments that include
the following: Dollar Amount, User ID that Created, Modified,
and/or Deleted, and approved the Adjustment with date and
time stamp and Reason or reason code or comment.
A Yes Billing 8.0
System provides the ability to track entry and posting date
fields and the name of the program or process that generated
the adjustment.
A Yes Billing 8.0
System provides the ability to notify a defined reviewer when a
predetermined number of adjustments have been made by a
single user.
A Yes Billing 8.0
System provides the ability to accommodate back billing for
multiple periods with an adjustable start and end date using
rates effective during back billing time frame.
A Yes Billing 8.0
Open Smartflex will
allow the Utility to bill
generated charges that
were not previously
billed, generate new
consumption charges in
order to adjust
estimated usage
charges when actual
readings are finally
obtained, and correct
the billed amounts.
System supports sending and reversing transactions to the
general ledger.A Yes Financial interface 8.0
Selected users can transfer deposits from one account to
another with audit trail.A Yes Billing 8.0
System provides the ability to transfer individual A/R line items
from one account to another with audit trail based on security.A Yes Billing 8.0
System provides the ability to transfer entire A/R record from
one account to another with audit trail and proper security.A Yes Billing 8.0
System provides the ability to transfer entire A/R items to a
new account at the point of termination, a customer has the
option to have their A/R transferred to a new billing account in
accordance with Utility defined parameters. Initial bill at the
new location will represent both the transferred A/R and new
A/R.
A Yes Billing 8.0
System provides a summary of the information on the bill that
identifies all A/R-related items.A Yes Billing 8.0
4.0 Credit and Collections
Response Template C-87
Page 174 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
System provides the ability to transfer a portion or any dollar
amount of A/R items to a new account at the point of
termination; a customer has the option to have their A/R
transferred to a new billing account in accordance with Utility
defined parameters. Initial bill at the new location will
represent both the transferred A/R and new A/R.
A Yes Billing 8.0
System provides the ability to reverse a payment due to NSF or
other return.A Yes Payment and debt
collection 8.0
System provides the ability to automatically charge a return
payment fee when the payment reversal is processed.A Yes Billing 8.0
System provides the ability to override a charge for a payment
reversal.A Yes Billing 8.0
Open Smartflex provides
the ability to restore
customers' debt due to
NSFs or other returned
payments.
System to allow a returned payment (NSF) fee to be a fixed
amount.A Yes Billing 8.0
System to allow a returned payment (NSF) fee to be a
percentage of the payment amount.A Yes Billing 8.0
System provides the ability to adjust all types of products /
service billing for the months that are in error.A Yes Billing 8.0
System provides the ability to view the previous 84 (user-
defined) months adjustments, with complete details (e.g.,
reading, number of months adjusted, remarks, etc.).
A Yes Billing 8.0
System provides the ability to make adjustments on Accounts
Receivable by individual service.A Yes Billing 8.0
System provides the ability to make adjustments on Accounts
Receivable for any charges on meter and non-meter products /
services.
A Yes Billing 8.0
System provides the ability to enter mass adjustments to a
range of Accounts, Services, Products and/or Cancel/Rebills.A Yes Billing 8.0
Late Fee Processing/Penalty
System provides the ability to calculate and display minimum
balance required and the last day to pay before further action
may be taken.
A Yes Payment and debt
collection 8.0
Automatically produce past due notices based upon customers'
preferred method of communication and user-defined business
rules.
A Yes Payment and debt
collection 8.0
System sends email reminder notice if email is present and/or
otherwise a paper copy is sent.A Yes Payment and debt
collection 8.0
System provides the ability to generate past due notices
automatically based on age of receivable and status of account. A Yes Payment and debt
collection 8.0
System provides the ability to assess late fees based on age of
receivables.A Yes Payment and debt
collection 8.0
System provides the ability to calculate late fees as a fixed
amount or a percentage.A Yes Payment and debt
collection 8.0
System provides the ability to mark accounts that are exempt
from late fees. A Yes Payment and debt
collection 8.0
Open Smartflex allows
creation of special
product offerings in
order to include
accounts that are
exempt from late fees.
Those product offerings
do not have business
rules for calculation of
late fee surcharges.
This also applies to the
next item (below).
System provides the ability to mark accounts that are exempt
from late fees by rate schedule/type.A Yes Payment and debt
collection 8.0
System provides the ability to adjust late fees.A Yes Payment and debt
collection 8.0
System provides the option to calculate and assess late fees,
while the account has scheduled payment terms, on the unpaid
balance.
A Yes Payment and debt
collection 8.0
System provides the ability to calculate and assess a late fee
based upon non-compliance of payment plan terms.A Yes Payment and debt
collection 8.0
System provides the ability to exempt an account from a late
fee with a one-time override in addition to letter and/or
email/social media generation.
A Yes Payment and debt
collection 8.0
One-time late fee
exemption for an
account can be achieved
by using billing
adjustment notes that
update customer
balance. Open Smartflex
provides configuration
of collection plans that
allow scheduling of
customer notice (letter
or email) generation.
System provides the ability to establish a promise to pay date
that temporarily extends the date of the amount due. A Yes Payment and debt
collection 8.0
System provides the ability to place the account that has a
promise to pay date out of the normal collection track. A Yes Payment and debt
collection 8.0
System provides the ability to exempt an account from a late
fee with a one time override with an audit trail.A Yes Payment and debt
collection 8.0
One-time late fee
exemption for an
account can be achieved
by using billing
adjustment notes that
update customer
balance. Open Smartflex
can track with audit
trails any adjustment to
customer balance made
using billing notes.
Delinquent Processing
System provides the ability to access through inquiry all
delinquent receivables charges for an account or a customer.A Yes Billing 8.0
The search of
delinquent receivable
charges by account
number or customer
name is available on the
customer care
management screen.
For any other viewer, it
would require additional
configuration.
System provides the ability to assess a late fee and leave
customer in collection stream yet not create a shut off.A Yes Billing 8.0
Provide the ability to exempt accounts to prevent them from
going into delinquency status on a recurring basis (e.g.,
Church, University, other agencies, etc.).
A Yes Payment and debt
collection 8.0
System provides the ability to generate outbound collection
calls, social media and/or email.A Yes Payment and debt
collection 8.0
System generates an additional collection letter within a user-
defined time frame to include an additional charge.A Yes Payment and debt
collection 8.0
Response Template C-88
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DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
System provides the ability to manually prevent a delinquent
account from being turned over to a collection agency.A Yes Payment and debt
collection 8.0
Delinquent account
assignment to a
collection agency can be
overridden in the
system.
System provides the ability to make adjustments to delinquent
accounts.A Yes Billing 8.0
System provides the ability to suspend the delinquency process
temporarily for an account in lieu of changing delinquency
exemption permanently.
A Yes Payment and debt
collection 8.0
System provides for setting up user-defined rules for dropping
accounts from delinquent ledger for various reasons including
but not limited to: payment arrangements, bankruptcy
proceedings, life support, high bill investigation/bill disputes,
re-read order pending, payment extensions, under a certain
dollar amount, other user-defined circumstances.
A Yes Payment and debt
collection 8.0
The Utility is able to
manage real and
exempt debt from
various debt collection
processes, such as
payment arrangements,
bankruptcy
proceedings, life
support, high bill
investigation (usage
analysis) /bill disputes
(claim), re-read order
pending, payment
extensions, among
others. These rules are
part of Open Smartflex
core and are defined
according to the
industry best practices.
System provides the ability to create delinquency exceptions
that will increase the duration of time before the next
scheduled collection process.
A Yes Payment and debt
collection 8.0
System provides the ability to notify both the primary and the
secondary party when an account is delinquent. A Yes Payment and debt
collection 8.0
System provides the ability to notify a 3rd-party when the
account is delinquent. A Yes Payment and debt
collection 8.0
System provides the ability to automatically send selected
delinquent notices to the customer in addition to multiple third
parties.
A Yes Payment and debt
collection 8.0
System provides the ability to generate separate delinquent
notices for accounts in Master metered relationships, i.e.
apartments, mobile home parks and strip malls/commercial
accounts.
A Yes Payment and debt
collection 8.0
System provides the ability to charge collection cost based on
the delinquent activity to the Delinquent Ledger account or
equivalent.
A Yes Payment and debt
collection 8.0
System provides the ability to search for unpaid bills on the
delinquent ledger or accounts receivable by name and social
security number, etc.
A Yes Payment and debt
collection 8.0
This information is
available on the
customer care screen;
additional configuration
may be required to
show it on other
screens.
System provides the ability to track Delinquent Ledger history
billing even after payment has been made for up to 84 months.A Yes Payment and debt
collection 8.0
System provides the ability to automatically generate cut-off
service orders for accounts based on user definable rules such
as Age of Receivable, Cycle or Route, Dollar Amount, and by
Area.
A Yes Payment and debt
collection 8.0
System provides the ability to manually exempt an account
from disconnect service order.A Yes Payment and debt
collection 8.0
System provides the ability to manually generate user-defined
special cutoffs.A Yes Payment and debt
collection 8.0
System provides the ability to apply a selected fee to the
delinquent service order.A Yes Payment and debt
collection 8.0
System provides the ability to run a selection process that will
optionally create final door hangers notices for delinquent
accounts based upon a variety of options, including but not
limited to: Route, Minimum Balance, Maximum Number of
Orders, Service Type, Age, and/or a combination of all listed.
B Yes Payment and debt
collection 8.0
System will provide the capability of reinstating the account
back into the accounts delinquency track when the reversal of
the payment has been applied (e.g., returned check, etc.).
A Yes Billing 8.0
System will provide the capability of reinstating the account
back into the accounts delinquency track with an automatic
grace period from when the reversal of the payment was
applied. This allows for mailing of a customer notification time
period.
G No
System provides the ability to automatically generate service
orders to terminate remaining product and/or services after a
designated time following cut off of a service for delinquency, if
the delinquency remains unpaid.
A Yes Products and services 8.0
System provides the ability to produce and print delinquent
door hangers.A Yes Payment and debt
collection 8.0
System provides the ability to provide door hangers to include,
but not limited to: Mailing Address, Telephone Number,
Customer's Service Address, Account Number, Reason for the
proposed termination, Total outstanding balance and past due
amount, due date and time to pay by, notice of additional
deposit amount, notice of reconnect fee, special notes, and any
other user defined fields. Notice must be printed in the
following languages but not limited to: English, Spanish, Braille,
Tagalog, Korean, and Vietnamese
A Yes Payment and debt
collection 8.0
System provides the ability to filter based on Past Due
Amounts and Cut off days determined by the business and
create a generic file that can be sent to an IVR system to
performoutbound dialing activities.
A Yes Payment and debt
collection 8.0
System provides the ability for accounts to be manually exempt
from being exported to an IVR system for outbound dialing. A Yes Payment and debt
collection 8.0
The Utility can define
debt collection plans
that exclude customers
from call outbound
dialing. Additionally, a
customer can be
switched between
different plans.
System provides the ability to filter based on Past Due
Amounts and Cut Off Days determined by the business and
create a file that can be sent to email/social media/text
messaging system (SMS) to perform utbound communication
activities.
A Yes Payment and debt
collection 8.0
System provides the ability for accounts to be manually exempt
from being exported to a text/SMS/social media systems for
outbound communication.
A Yes Payment and debt
collection 8.0
Write-Off
System provides the ability to manually write-off selected
charges.A Yes Payment and debt
collection 8.0
Response Template C-89
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DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
System provides the ability to automatically select accounts for
write-off, based upon user-defined criteria.A Yes Financial interface 8.0
With Open Smartflex,
each account that
matches one of the
write-off selection
policies is automatically
included in the write-off
list. The Utility can
manage policies without
Open intervention using
criteria defined
considering the industry
best practices; e.g., age
of debt, amount of debt
and location.
System provides the ability to track when and how much an
account was written off for.A Yes Financial interface 8.0
System provides the ability to view at the customer-level
historical write-offs for accounts that pertain to that customer.A Yes Financial interface 8.0
Customers that have been written-off can be reactivated.A Yes Payment and debt
collection 8.0
Any account that has
been written off can be
reactivated with the
proper authority.
System provides the ability to display write-off amounts online
and post payments to prior-year write-off ledger accounts.A Yes Financial interface 8.0
Open Smartflex will
include the amounts
that correspond to the
correction of payments
to prior-year in the
results of the period in
which they were
warned, then they will
be informed to ERP, A/P
or A/R based on the
established integration.
Also, when a payment is
made to a write-off
invoice, the system
reactivates the client's
accounts receivables
and applies the paid
amount.
System to flag user when a customer with write-off history
wants to creating a new account.C Yes Payment and debt
collection 8.0
System provides ability to activate a customer account in write-
off status without collecting the write-off amount.A Yes Financial interface 8.0
Open Smartflex will
allow the Utility to
gather all the
information related to
debt (e.g., current
receivables, deferred
receivables, or write-off
receivables) in order to
negotiate a new
payment agreement
with the customer. In
such case, the
negotiation can include
a reduction in the
amount of billing
charges, such as the
write-off amount.
System prevents a user from re-activating a customer account
in write-off status without collecting the write-off amount, but
with the option of override.
A Yes Financial interface 8.0
Open Smartflex allows
the Utility to bring
together all customer's
amounts debt such as
current receivables,
deferred receivables, or
write-off receivables in
order to negotiate a
new payment
agreement with the
customer. In such case,
the negotiation can
include reduction in the
amount of billing
charges (e.g. write-off
amount).
System provides the ability to run the write-off batch process
within an hour window. A Yes Financial interface 8.0
Archive and Purge Records
System provides the ability for selected users to archive billing
and accounts receivable history based on user entered
effective dates and balances.
A Yes System tools 8.0
System provides the ability for selected users to archive
payment history based on user entered effective dates.A Yes System tools 8.0
System provides the ability for selected users to archive other
financial and customer related information based upon user-
defined criteria.
A Yes System tools 8.0
System provides the ability to re-instate an archived record to
the active system.A Yes System tools 8.0
System provides the ability to purge selected records based
upon effective dates and user-defined criteria.A Yes System tools 8.0
Open Smartflex provides
a data purging
functionality to remove
selected records from
the database,
considering specific
criteria and validity
periods.
System provides the ability to select user-defined dates to back
up prior to purging records. A Yes System tools 8.0
Open Smartflex's data
purging functionality
backs up selected
records before these are
removed from database.
Record selection criteria
are the same for back
up and purge processes.
Credit Rating
System provides the ability to automatically update credit
history with NSF check data, number of delinquency notices,
and number of cut-off for non-pay service orders, breaking
promises-to-pay, etc.
A Yes Sales and customer care 8.0
System provides the ability for credit history of all accounts of
a customer to be evaluated at the customer level.A Yes Sales and customer care 8.0
Response Template C-90
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DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
System provides the ability to identify bankruptcy accounts by
the current bankruptcy status.A Yes Sales and customer care 8.0
Open Smartflex will
allow the Utility to
configure and generate
reports containing the
information of accounts
associated with
bankruptcy filings.
System provides the ability to track the status of bankruptcy
filings. A Yes Sales and customer care 8.0
Open Smartflex stores
and updates the status
of registered bankruptcy
filings.
System provides the ability to track bankruptcy history in
customer account screen.A Yes Sales and customer care 8.0
Open Smartflex displays
in customer account
screen the bankruptcy
history of an account.
System allows to establish rule driven overall credit score for a
customer.A Yes Sales and customer care 8.0
System allows to establish rule driven overall credit score for
an account.B Yes Sales and customer care 8.0
System automatically assess credit impact with user definable
point values for credit activities.B Yes Sales and customer care 8.0
System to provide capability to expire credit impact points over
time to positively restore credit score.B Yes Sales and customer care 8.0
System provides the ability to retrieve credit ranking from
credit rating agency. CLIENT uses Equifax and the score is a
simple three tiered deposit decision - based upon the
customer's overall credit score. There is an expectation that
the interface to Equifax will be within the CIS.
A Yes Payment and debt
collection 8.0
System allows for capability to allow refund of deposit fees to
be dependent on obtaining or maintaining adequate credit
score.
A Yes Payment and debt
collection 8.0
System will provide the option to create user-defined criteria to
consider a customer's/customer account's overall credit rating
and length of service with the utility to determine messaging
content and frequency of delinquent notification.
A Yes System tools 8.0
Open Smartflex has the
ability to print
additional messages on
customer bills that meet
user-defined criteria.
Deposits
System will provide the ability to assess a deposit by service.A Yes Sales and customer care 8.0
System will provide for a deposit-application hierarchy.A Yes Sales and customer care 8.0
System will support the ability to charge different deposit
amounts for commercial and industrial customers, in particular
based on SQFT, Type of Business, Services, Amount of
Anticipated Consumption by Service, Equipment (e.g., machine
shops, motors, etc.), Lighting, Eco-Friendly Conditions, and
Political or CLIENT Guarantees or Promises.
A Yes Sales and customer care 8.0
System will provide for separate deposits to be reported for
individual services.A Yes Sales and customer care 8.0
System provides the ability to default deposit amount for
selected services based upon user-defined criteria (e.g., type of
service, number of services, Credit Bureau rating, etc.).
A Yes Sales and customer care 8.0
System provides the ability to accept Line of Credit or Surety
Bond information to satisfy the deposit requirement for non-
residential accounts.
A Yes Sales and customer care 8.0
System provides the ability to assess deposit by service.
Separate deposits can be collected and reported for individual
services. Must have way to insure the correct deposit is applied
to the service.
A Yes Payment and debt
collection 8.0
System allows a deposit for a single account and across
multiple accounts. A customer can apply a single deposit to
cover multiple premises.
A Yes Sales and customer care 8.0
System will transfer existing deposit(s) to a new account or
service. At the point of termination, a customer has the option
to have their deposit transferred to a new billing account in
accordance with utility defined parameters.
A Yes Sales and customer care 8.0
System allows for the transfer of the deposit to another
account being opened by the customer when credit rating
warrants the need for an increased deposit if the customer
transfers from one premises to another.
A Yes Sales and customer care 8.0
System will calculate the deposit amount due at the new
premises and alert the user as to the amount that the
transferring deposit is over or short the new deposit
requirement, if the customer transfers from one premises to
another, with the ability to override.
A Yes Sales and customer care 8.0
System provides calendar year interest paid to customer for
preparation of 1099-Interest forms.A Yes Sales and customer care 8.0
System provides the ability to have flexibility in calculating
interest on deposits that is user controlled. Interest
calculations, calculation methods (simple), and accruals are
determined by the user.
A Yes Sales and customer care 8.0
System provides the ability to calculate interest on deposits
that were paid in increments, calculating interest on each
increment based upon the date and amount of the deposit
payment.
A Yes Sales and customer care 8.0
System provides the ability to calculate a new deposit for
services when transferred, taking into account credit history,
types of services, and customer type, with the ability to
override.
A Yes Sales and customer care 8.0
System has the ability to display accrued interest not yet paid
on deposits. A Yes Sales and customer care 8.0
System provides the ability for users to manually or
automatically apply interest or deposit and interest to active
accounts by service(s).
A Yes Sales and customer care 8.0
System provides the ability to apply deposit and deposit
interest to a bill on a user-defined interval and rate.A Yes Payment and debt
collection 8.0
System will evaluate current deposits and provide the ability to
recommend increased/decreased requirements on active
accounts based on Credit History, Customer Class, Types of
Services, Usage History, Average Bill Amount and Length of
Service with the Utility.
B Yes Sales and customer care 8.0
System will allow for the deposit to be paid in a single payment
or in installments being billed over a user-defined timeframe. A Yes Sales and customer care 8.0
System will provide on-screen ability to view outstanding
deposits not yet applied. A Yes Sales and customer care 8.0
System provides the ability to track expiration dates on all
letters of credit and surety bonds held in lieu of deposit. A Yes Sales and customer care 8.0
System provides the ability to automatically generate a letter
to customer in a user-defined number of days prior to the
expiration of the letter of credit, surety bond, or CD's.
A Yes System tools 8.0
System provides the ability to transfer deposits from one
account to another account, regardless of status, with an audit
trail.
A Yes Sales and customer care 8.0
System provides the ability to hold a deposit, exempting it from
automatic refund.A Yes Sales and customer care 8.0
System provides the ability to automatically refund deposits
when the deposit requirement period has expired and the
current credit rating is satisfactory.
A Yes Sales and customer care 8.0
System provides the ability to automatically apply the deposit
on the account when the deposit requirement period has
expired and the current credit rating is satisfactory.
A Yes Sales and customer care 8.0
System provides for application of the deposit to the final bill
when an account is closed.A Yes Sales and customer care 8.0
Response Template C-91
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DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
System creates appropriate GL entries for deposit refunds.A Yes Sales and customer care 8.0
Deposit payment and refund history are maintained at
customer and account level.A Yes Sales and customer care 8.0
Deposit payment and refund history are maintained at service
level.A Yes Sales and customer care 8.0
System provides for the ability to automatically send a letter to
a customer indicating that a deposit was assessed, the deposit
amount, and deposit terms and conditions.
A Yes System tools 8.0
Payment Arrangements
System provides the ability to see all payment plans that the
customer has had. The system will also display on a single
screen the ability to see Status, Number of Payment
Arrangements, Number of Payment Arrangements Successfully
Completed, and the Number of Payment Arrangements
Defaulted.
A Yes Sales and customer care 8.0
System to provide for non-standard payment plan periods (i.e.
daily, weekly, monthly, etc.) on customer payment plans.A Yes Payment and debt
collection 8.0
System provides the ability to vary payment plan agreement
amounts and due dates.A Yes Payment and debt
collection 8.0
System provides the ability to establish payment plan
agreement by selected open items.G No
System to allow user to set up deferred payment plans based
on fixed dollar amount per month in addition to current bill
amount.
A Yes Payment and debt
collection 8.0
System to allow the set up of payment plans for accounts
regardless of status.A Yes Payment and debt
collection 8.0
System to allow flexibility to modify payment plan installment
amounts and due dates.A Yes Payment and debt
collection 8.0
System provides the ability to prevent cut-off notices from
being created when payment plan terms are being met.A Yes Payment and debt
collection 8.0
System provides the ability to alter delinquent and other
messaging based upon satisfaction or non-satisfaction of
payment plan.
A Yes Payment and debt
collection 8.0
System provides the ability to automatically suspend creation
of a cut-off service order when terms of a payment
arrangement are being met.
A Yes Payment and debt
collection 8.0
System provides the ability to automatically generate a cut-off
service order when terms of a payment arrangement are not
met.
A Yes Payment and debt
collection 8.0
System to automatically produce payment plan notices based
upon customers' preferred method of communication and user-
defined business rules.
A Yes System tools 8.0
System to manually produce payment plan notices based upon
customers' preferred method of communication and user-
defined business rules.
A Yes System tools 8.0
System will apply overpayments to the next payment due in
the payment plan if the customer overpays.A Yes Payment and debt
collection 8.0
System will accept a payment and apply it to open receivables
or allow a credit balance on the account if the customer has
completed their payment plan.
A Yes Payment and debt
collection 8.0
System will calculate monthly payment, based on fixed number
of months on balance due at that point in time, with the
provision that a user can change payment plans at any time.
A Yes Payment and debt
collection 8.0
System will calculate monthly payment, based on fixed number
of months on balance due at that point in time, including rule
defined interest charge, and a user can change payment plans
at any time.
A Yes Payment and debt
collection 8.0
System to automatically provide an alert to user of payment
plan arrangement that is in default.A Yes System tools 8.0
System to provide the ability to create user-defined
parameters/limits for users creating payment arrangements.A Yes Payment and debt
collection 8.0
System to provide the ability to create user-defined
parameters, with override capability, for payment
arrangements.
A Yes Payment and debt
collection 8.0
System to provide audit trail displaying user who created the
payment arrangement in addition to displaying approving
user's details.
A Yes Payment and debt
collection 8.0
Collection Agency Processing
System provides the ability to flag accounts as exempt from
being sent to the collection agency.A Yes Payment and debt
collection 8.0
System provides the ability to flag accounts as exempt based
on dollar amount from being sent to the collection agency.A Yes Payment and debt
collection 8.0
Capture name and/or code of collection agency. A Yes Payment and debt
collection 8.0
Capture date account is given to collection agency.A Yes Payment and debt
collection 8.0
System provides the ability to maintain the collection agency
data and full details of delinquent accounts (same information
on active accounts as delinquent).
A Yes Payment and debt
collection 8.0
System provides the ability to generate notice(s) to customer
of pending Collection Agency action.A Yes Payment and debt
collection 8.0
System provides the ability to generate a file based on user-
defined criteria of newly selected accounts that will be sent to
the Collection Agency.
A Yes Payment and debt
collection 8.0
The Interactive Report
Framework of Open
Smartflex will allow the
Utility to display data
extracted from
database entities
through SQL statements
without vendor
intervention; the Utility
can create reports by
searching unassigned
orders of collection
agencies.
System provides the ability to receive electronic file from credit
agency of collections and automatically update CIS.A Yes Payment and debt
collection 8.0
Open Smartflex will
allow the Utility to
receive collection
agency electronic files.
These files can include
executed collection
orders and total amount
collected.
System provides the ability to add a service fee to the accounts
sent to the Collection Agency.A Yes Payment and debt
collection 8.0
System provides the ability to generate notice to customer
when an account is turned over to a collection agency A Yes Payment and debt
collection 8.0
System provides the ability to write off an un-collectable
account.A Yes Payment and debt
collection 8.0
System provides the ability to mass write-off selected un-
collectable accounts.A Yes Payment and debt
collection 8.0
Responsible Third Party/Guarantor/Co-signer
Automatically generate past-due notices to guarantors for the
past-due accounts they are guaranteeing.A Yes Payment and debt
collection 8.0
System provides the ability to automatically release the
guarantor from financial responsibility for an account when the
account meets regulatory good standing guidelines.
A Yes Payment and debt
collection 8.0
Open Smartflex allows
users to detach the
guarantor from an
account manually
according to company
policies.
Response Template C-92
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DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
System provides the ability to transfer receivable balances
from a delinquent account to a guarantor account. This
transfer would take place at the time the past-due account is
deemed un-collectable.
A Yes Payment and debt
collection 8.0
Open Smartflex will
allow users to transfer
the balance from a
delinquent account to
the guarantor account
by using billing
adjustment notes.
Miscellaneous
Allow for vacant accounts with usage to revert to landlord
/owner for the account.A Yes Payment and debt
collection 8.0
System provides the ability to track expiration dates related to
HEAP/Utili-Care/SHARE (Low Income Program - or the like). A Yes Payment and debt
collection 8.0
System provides the ability to automatically generate a letter
to customer in a user-defined number of days prior to the
expiration of benefits.
A Yes Payment and debt
collection 8.0
System provides the ability to calculate late fees as a fixed
amount or a percentage or the greater of the two options. A Yes Payment and debt
collection 8.0
System provides the ability to calculate an estimated future bill,
for a specified given date, for all service types to a premise,
including outstanding loans that would be called.
B Yes Billing 8.0
System provides the ability to create an invoice that states all
outstanding inactive balances (lienable amount) at a specified
premise with service dates (to/from). The invoice number is
generated by the system specific to the premise each time it is
generated.
B Yes Billing 8.0
System generates a notification to send the invoice referenced
in item 120 6 (above) to the owner of the premise. B Yes System tools 8.0
Response Template C-93
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DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
General Ledger Accounting
System provides the ability to accommodate the association of a
G/L balance sheet and revenue number to a rate that contains
Org Key/Fund Level (5 bytes), Object Code (6 bytes), Project
Number (10 bytes), Activity (5 bytes), and Description up to 32.
B Yes Financial interface 8.0
Open Smartflex
accommodates
accounting movements
in G/L numbers
according to
configuration made by
the company.
Accounting movements
can be categorized and
grouped by date,
company, product
offering, market
segment, billing cycle,
customer ID, age of
debt, receivable type,
geographic location, and
collection agency,
among others.
The utility would need
to configure G/L number
assignation using those
criterias.
5.0 Financial Management
Response Template C-94Page 181 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
5.0 Financial Management
System provides the ability to accommodate the association of a
G/L expense number to a rate that contains Org Key/Fund Level
(5 bytes), Object Code (6 bytes), Project Number (10 bytes),
Activity (5 bytes), and Description up to 32.
B Yes Financial interface 8.0
System must have the capacity to accommodate at a minimum
a 32 digit alphanumeric G/L number for each rate. B Yes Financial interface 8.0
System must accommodate a separate required cash receipts
number that has the capacity to accommodate a minimum of a
32 digit alphanumeric G/L number for each rate.
B Yes Financial interface 8.0
Response Template C-95Page 182 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
5.0 Financial Management
System provides the ability to accommodate multiple G/L
numbers with related percentage distribution for each rate.A Yes Financial interface 8.0
Open Smartflex provides
configuration for G/L
number assignation to
accounting movements
generated by billed
charges, billing
adjustments and
received payments. This
process is performed
according to predefined
criteria.
Open Smartflex also
allows users to
configure multiple G/L
numbers for an
accounting classifier,
and to determine a
percentage share per
G/L number.
System provides the ability to associate a 3rd Party work order
system or project number to a rate.A Yes Billing 8.0
System can follow FUND and FERC Accounting principles used
by municipal utilities.C Yes Financial interface 8.0
Response Template C-96Page 183 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
5.0 Financial Management
Ability to classify project (in-field - WMS/Maximo) accounting
transactions by Internal Fund Code, Budget Fiscal Year,
Accounting Month, and Accounting Quarter, Program / Project,
Unit / Crew, and Organization/Department, Service Order
Number and Activity, Cost Center, Responsibility Area, and
System (Trans, Dist, Etc.), Expense Element (Major/Minor),
and FERC.
A Yes Financial interface 8.0
Ability to collect costs by expenditure group for Payroll/Labor
Costs, Contract Labor, Inventory Stock Code, Vehicle
Charges/Vehicles, Direct Purchases, and other User Defined
Fields.A Yes Financial interface 8.0
The system allows the
company to establish
G/L codes to each
transaction performed
and related to customer
request's attention.
Other internal costs not
related to customer Ability to enter, store, and update non-financial (statistical) data
for tracking, including but not limited to: Consumption,
weather related data, kilowatt hours, Generation Data/Costs,
Fuels Including Consumption and Cost, and Environmental.
A Yes Financial interface 8.0
Provided that the
financial analysts have
user profiles with the
appropriate
permissions, Open
Smartflex will allow
them to access the
system to view any
additional information
needed to complement
that included in the
financial reports.
Response Template C-97Page 184 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
5.0 Financial Management
Ability to allocate costs within the organization's Various Funds,
Various Companies or Divisions, Captial Projects, and Work
Order Numbers.
A Yes Financial interface 8.0
Ability to electronically enter, store, and update and create a bill
using the following information including but not limited to:
Date, Name and Address of Customer to be Invoiced, Incident
and /or Transaction Date and/or Due Date, Type of Billing,
Charge and /or Credit Multi-Account Number, Description and
Itemized Breakdwon of Charges, Total Amount Due,
Department Requesting Billing, Name of Person Submitting
Request, Department Approval, Second Party or Additional
Liable Party, and Work Order and/or Invoice Number.
A Yes Billing 8.0
Open Smartflex provides
users with the ability to
generate individual bills
for user-defined billing
items. The system will
prompt the user to
enter a motive for each
item added to the bill.
General configuration
made for billing items System provides the ability to accept payment and process the
associated G/L transactions for business defined city-wide
services.
A Yes Financial interface 8.0
Payment Posting
System will provide detailed GL transactions to interfaced
systems for payments based upon the rate's GL code for the
utility payments only.
A Yes Financial interface 8.0
System will provide detailed GL transactions to interfaced
systems for non-commodity payments based upon the rate's
G/L code.
A Yes Financial interface 8.0
Credits and Refunds
System provides the ability to issue a check, through JDEwards,
for a user-specified amount for any reason (i.e., over charges,
etc.) regardless of the account balance.
A Yes Financial interface 8.0
Response Template C-98Page 185 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
5.0 Financial Management
System will provide the ability to pay a credit refund by check
or application to the account based on user defined criteria.A Yes Payment and debt
collection 8.0
System provides the ability to maintain credit balances on the
system until purged.A Yes Billing 8.0
System provides the ability to automatically refund
overpayments within a specified time on finaled accounts,
allowing for exemption based upon user-defined parameters.
A Yes Payment and debt
collection 8.0
System will provide online reviews of any account prior to
applying the refund. A Yes Payment and debt
collection 8.0
CRSs can review account
information and credit
history of customers
before registering
refund requests.
System will provide the ability to issue mass credit refunds
based on user-defined criteria. A Yes Payment and debt
collection 8.0
System will provide for the issuance of a credit refund on Net
Metering Accounts where due and payable.A Yes Payment and debt
collection 8.0
Reconciliation/Reports
System provides the ability to report unidentified payments that
are held in suspense. A Yes Payment and debt
collection 8.0
System provides the ability to report contributions to special
program offerings. A Yes Billing 8.0
System provides the ability to show aging of A/R in detail and
summary, grouped by account number or G/L code.A Yes Financial interface 8.0
Response Template C-99Page 186 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
5.0 Financial Management
System provides the ability to show aging of an account’s
outstanding balance in a minimum of 30, 60, 90 and over,
arrears increments by service. Increments are user-defined.
A Yes Financial interface 8.0
System will provide for review of bad debt write-offs. A Yes Financial interface 8.0
System will provide the ability to track financial monthly and/or
year-end write-off of receivables.A Yes Payment and debt
collection 8.0
System provides control, balancing and reconciliation between
the billing cycle revenues and the general ledger revenue
cycles.
A Yes Financial interface 8.0
System provides a daily payment reconciliation by Account,
Transaction Type, Cashier Code(user id), Office Location, and
Company/Regin/Area.
A Yes Payment and debt
collection 8.0
System provides a daily accounts receivable reconciliation by
services, by cycle and / or route.A Yes Payment and debt
collection 8.0
System provides the ability to provide for internal financial
controls and balancing.A Yes Financial interface 8.0
The Open Smartflex G/L
module creates
accounting events for
each CIS-supported
financial operation of
the company. If the
Utility has configured
accounting records
generation correctly,
Open Smartflex
guarantees financial
information coherence.
Response Template C-100Page 187 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
5.0 Financial Management
System provides the ability so that the user can reconcile detail
in base CIS/OSS system to output files such as billing print files,
G/L interface, and reports.
A Yes Financial interface 8.0
System provides the ability so that the user can reconcile
today’s beginning balance to prior day's ending balance, using
financial transactions by category and type to come up with an
ending balance for the day (i.e., daily balancing).
G No
System provides the ability for all financial transactions (e.g.,
cash, G/L, A/P, revenues, etc.) and consumption amounts to be
balanced Daily, End of Month, Calendar Year-to-Date, Fiscal
Year-to-Date, Twelve Consecutive Months, and Ad-Hoc, As
Necessary.
A Yes Framework 8.0
System will retain searchable information on accounts with 30,
60, 90, and over, arrears by service or user-defined dates. This
includes a business post date, today's date, or any date.
A Yes Payment and debt
collection 8.0
System will track all service usage and revenues including
adjustments by cycles, routes, zones, meter or daily, end of
month, fiscal year to date, calendar year to date, twelve months
ending, etc.
A Yes Payment and debt
collection 8.0
Response Template C-101Page 188 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
5.0 Financial Management
System will report and allow users to make correction for out of
balance conditions of pre-defined rule driven financial and
consumption transactions.
A Yes Financial interface 8.0
Open Smartflex allows
users to make the
appropriate accounting
transaction adjustments
to manage errors that
may have created an out-
of-balance situation.
After performing the
necessary adjustments,
users will rerun the
processes that were
reversed for Open
Smartflex to report the
correct amounts.
Response Template C-102Page 189 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
5.0 Financial Management
System will track usage and revenue amounts for all services
for the purpose of projecting revenue, usage, and growth to
support rate cases and fees.
A Yes Financial interface 8.0
Open Smartflex provides
a functionality to
estimate future revenue
amount based on
previous monthly bills.
The system makes
assumptions about
usage future behavior,
but it will not track
estimated usage outside
what is inferred from
billing estimate. To
forecast growth, the
Utility can create
dashboards or reports in
order to establish
growth rates.
System will report detailed billing by customer, account,
premise, meter.A Yes Billing 8.0
System will track individual revenue and billing components for
class of customer, by business and service type and industrial
categories for all services.
A Yes Billing 8.0
Response Template C-103Page 190 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
5.0 Financial Management
System provides controls that will not allow the system to be
out of range (or problematic) on a daily basis. System will
balance for both total dollars received and the number of items
by payment period.
A Yes Payment and debt
collection 8.0
The system provides a
number of balancing
controls to ensure that
received dollars match
with the specific
payment items during
the reporting period.
System generates a report that captures number of customers
billed for each bill item.A Yes Billing 8.0
System generates an unbilled revenue report that includes
information that accounts for previous 2 years of consumption
and dollar amount to estimate next 30 to 60 days of revenue
and consumption.
A Yes Financial interface 8.0
Open Smartflex allows
estimation of future
revenue based on bills
from the previous
month.
System provides the ability to show aging of A/R in detail and
summary, grouped by account number or G/L code.A Yes Financial interface 8.0
System provides the ability to show aging of an account’s
outstanding balance in a minimum of 30, 60, 90 and over,
arrears increments by service. Increments are user-defined.
A Yes Financial interface 8.0
System will provide for review of bad debt write-offs. A Yes Financial interface 8.0
System will provide the ability to track financial monthly and/or
year-end write-off of receivables.A Yes Payment and debt
collection 8.0
System provides control, balancing and reconciliation between
the billing cycle revenues and the general ledger revenue
cycles.
A Yes Financial interface 8.0
Response Template C-104Page 191 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
5.0 Financial Management
System provides a daily payment reconciliation by Account,
Transaction Type, Cashier Code(user id), Office Location, and
Company/Regin/Area.
A Yes Payment and debt
collection 8.0
System provides a daily accounts receivable reconciliation by
services, by cycle and / or route.A Yes Payment and debt
collection 8.0
System provides the ability to provide for internal financial
controls and balancing.A Yes Financial interface 8.0
The Open Smartflex G/L
module creates
accounting events for
each CIS-supported
financial operation of
the company. If the
Utility has configured
accounting records
generation correctly,
Open Smartflex
guarantees financial
information coherence.
System provides the ability so that the user can reconcile detail
in base CIS/OSS system to output files such as billing print files,
G/L interface, and reports.
A Yes Financial interface 8.0
System provides the ability so that the user can reconcile
today’s beginning balance to prior day's ending balance, using
financial transactions by category and type to come up with an
ending balance for the day (i.e., daily balancing).
G No
System will be able to report using a business post date, today's
date, or any date.A Yes Financial interface 8.0
Response Template C-105Page 192 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
5.0 Financial Management
System provides the ability for all financial transactions (e.g.,
cash, G/L, A/P, revenues, etc.) and consumption amounts to be
balanced Daily, End of Month, Calendar Year-to-Date, Fiscal
Year-to-Date, Twelve Consecutive Months, and Ad-Hoc, As
Necessary.
A Yes Framework 8.0
System will retain searchable information on accounts with 30,
60, 90, and over, arrears by service or user-defined dates. This
includes a business post date, today's date, or any date.
A Yes Payment and debt
collection 8.0
System will track all service usage and revenues including
adjustments by cycles, routes, zones, meter or daily, end of
month, fiscal year to date, calendar year to date, twelve months
ending, etc.
A Yes Payment and debt
collection 8.0
Response Template C-106Page 193 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
5.0 Financial Management
System will report and allow users to make correction for out of
balance conditions of pre-defined rule driven financial and
consumption transactions.
A Yes Financial interface 8.0
Open Smartflex allows
users to make the
appropriate accounting
transaction adjustments
to manage errors that
may have created an out-
of-balance situation.
After performing the
necessary adjustments,
users will rerun the
processes that were
reversed for Open
Smartflex to report the
correct amounts.
System will track usage and revenue amounts for all services
for the purpose of projecting revenue, usage, and growth to
support rate cases and fees.
A Yes Financial interface 8.0
Open Smartflex provides
a functionality to
estimate future revenue
amount based on System will report detailed billing by customer, account,
premise, meter.A Yes Billing 8.0
System will track individual revenue and billing components for
class of customer, by business and service type and industrial
categories for all services.
A Yes Billing 8.0
Response Template C-107Page 194 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
5.0 Financial Management
System provides controls that will not allow the system to be
out of range (or problematic) on a daily basis. System will
balance for both total dollars received and the number of items
by payment period.
A Yes Payment and debt
collection 8.0
The system provides a
number of balancing
controls to ensure that
received dollars match
with the specific
Response Template C-108Page 195 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
General Billing Criteria
System provides the ability to calculate and bill for all products
and services on a single bill, including both metered and
unmetered services.
A Yes Billing 8.0
System provides the ability to bill for multiple meters at a single
location.A Yes Billing 8.0
System provides the ability to bill for an aggregate of meters at
a single location. A Yes Billing 8.0
System provides the ability to bill for associated services, i.e.,
reconnect charge, etc.A Yes Billing 8.0
System captures consumption for meter exchanges between
billing periods and calculates the billed consumption correctly,
taking into account billing multiplier differences.
A Yes Billing 8.0
System has the ability to capture consumption and bill based on
real time billing determinants taken from MV-90.A Yes Billing 8.0
Open Smartflex is able
to register usage based
on real-time readings
intervals through an
interface with MDM
systems. Once usage has
been recorded, the
recurring billing process
is performed according
to the defined billing
periods.
6.0 Billing Management
Response Template C-109Page 196 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System has the ability to systematically, or automatically,
change rates based on demand and/or consumption usage. A Yes Billing 8.0
System has the ability to modify billed consumption values
including :A Yes Billing 8.0
a) Product of the Metered Consumption and a Fixed User
Defined Calculation Adjustment Factor A Yes Billing 8.0
b) Product of the Metered Consumption and Number of Units A Yes Billing 8.0
After consumption is
estimated due to any
reason and the next
actual reading is
registered, Open
Smartflex launches a
process called
consumption recovery,
which compares the
prior estimated
consumption to the
actual consumption in
order to establish the
differences between
them and correct the
consumption charges,
increasing or decreasing
the customers’ balances.
Response Template C-110Page 197 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides the ability for a line-item charge to be the
product of any given rate and any user-defined data items,
including but not limited to: consumption value, multipliers,
unit(s), ratio and/or percentage calculation adjustment factor
A Yes Billing 8.0
System has the ability to bill for flat rates that contain but not
limited to the following rate determinants:
a) ERU (Equivalent Residential Unit) Factor A Yes Billing 8.0
b) Square Feet (lot size minus structures)A Yes Billing 8.0
c) Square Footage (structure/home)B Yes Billing 8.0
d) Units (decimal) A Yes Billing 8.0
e) Equipment Charges (e.g., temporary poles, etc.)A Yes Billing 8.0
f) Fixed Consumption A Yes Billing 8.0
g) Special Negotiated Charges A Yes Billing 8.0
h) Line Extension Charges A Yes Billing 8.0
i) Standby Generation A Yes Billing 8.0
System provides the ability to bill for associated meters, e.g.,
demand meter with associated electric kWh meter.A Yes Billing 8.0
Billing Initiation
System provides the ability to provide an on-screen bill
calculation for a single bill and generation feature.A Yes Billing 8.0
System provides the ability to provide an on-screen bill
calculation for a complete route and generation feature.A Yes Billing 8.0
System provides the on-screen ability to assign cycle dates to
schedule and initiate billing cycles. A Yes Billing 8.0
System provides the on-screen ability to initiate billing cycles
when all billing criteria has been met. A Yes Billing 8.0
Response Template C-111Page 198 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides the ability to bill for other unmetered and
related services at a user-defined time. A Yes Billing 8.0
Open Smartflex
supports billing process
for unmetered and third
party services, based on
dates associated with
billing periods and
previously defined by
the Utility. In addition,
when customers do not
want to continue with
the contracted services,
they request the stop
service and the Utility
generates the final bill.
System provides the on-screen ability to change the billing
cycles / routes. A Yes Billing 8.0
Response Template C-112Page 199 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides the on-screen ability to combine or split billing
cycles / routes. A Yes Billing 8.0
Open Smartflex provides
the ability to change the
billing cycle for specific
accounts. Moreover,
billing cycle changing
can be performed for
accounts in batch
according to the Utility's
needs.
System provides the on-screen ability to hold billing cycles /
routes.G No
System provides for billing on a monthly schedule that includes
meter reading activities.A Yes Billing 8.0
System provides the ability to schedule meter reading on a
monthly and bi-monthly basis. For example, one office bills
monthly and another office bills bi-monthly.
A Yes Metering 8.0
Response Template C-113Page 200 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides the ability to bill both monthly and bi-monthly
for the same account. A Yes Billing 8.0
Open Smartflex provides
the ability to customize
the business rules and
associate them with the
charges that are billed
monthly and bi-
monthly. The business
rule must manage the
adequate logic in order
to have different billing
frequencies for the
same account.
System provides the ability to bill multiple cycles on the same
day. A Yes Billing 8.0
System provides for services to be billed on a user-defined
schedule such as monthly, bi-monthly, quarterly, annually, etc.A Yes Billing 8.0
System provides the ability to override the system default billing
date. A Yes Billing 8.0
System will provide the ability for accounts / cycle / routes to
bill once all criteria has been met, including event-based and
time-based.
A Yes Billing 8.0
Response Template C-114Page 201 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System will provide the ability to automatically bill out of cycle
for a customer who has selected a preferred billing date and a
preferred due date without impact of the meter reading
schedule.
A Yes Billing 8.0
The utility is able to
change the due date per
each product,
registering an expiry
date as an extension in
which no surcharge for
late payment is
generated.
System provides the ability to generate bills from a meter
reading route that is uploaded after the scheduled billing date.A Yes Billing 8.0
System provides the ability to override the standard due date
and specify a specific due date for a customer's bill. A Yes Billing 8.0
System provides the ability to identify if a cycle or route has
been read within X amount of days. System provides
notification if the cycle or route is trying to be read again.
A Yes Metering 8.0
Open Smartflex allows
generating reports in
order to show
information about
closing date of reading
orders. In addition,
Open Smartflex allows
the company to notify
one or more users when
reading orders are
pending to be executed
X amount of days after
their generation.
Response Template C-115Page 202 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides a warning if the read dates entered are a user-
defined number of days from the previous read dates.B Yes Metering 8.0
Billing Proration
System provides the ability to prorate non-consumption based
charges and credits based on a user-defined number of days in
the billing cycle.
A Yes Billing 8.0
System has the ability to prorate for days less than system or
user- defined minimum number of billing days.A Yes Billing 8.0
System provides the ability to prorate a new bill based on the
number of days active. A Yes Billing 8.0
System provides the ability to prorate a final bill based on the
number of days active. A Yes Billing 8.0
System provides the ability to turn off specific proration types
that included rate change, initial bill, final bill, number of days in
billing period
A Yes Rating 8.0
System provides the ability to trigger based on usage an
automatic meter configuration and rate change. A Yes Rating 8.0
System provides the ability prorate based on the number of
days that are outside the normal billing schedule. For example,
billing days between 28-32 days is billed, based upon 30-days
consumption / service charges, or anything outside of that
range is billed based on the actual number of days.
A Yes Billing 8.0
Response Template C-116Page 203 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides that the system will not prorate where billing
days are less than 'x' (user-defined) days.A Yes Billing 8.0
Open Smartflex provides
the ability to customize
the business rules
according to the needs
of the Utility. These
rules can be adapted to
validate that the
number of days of the
billing period is less than
a user-defined number
of days in order to avoid
proration.
System provides the ability to prorate dollar amount by number
of days, e.g., $3 per month customer charge = $0.10 per day.A Yes Billing 8.0
Response Template C-117Page 204 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides the ability to not bill an account if active less
than "x" (user-defined) number of days. A Yes Billing 8.0
Open Smartflex provides
the ability to customize
the business rules
according to the Utility’s
needs. Billing rules can
be customized to
validate whether
accounts will be billed or
not according to a user-
defined number of days.
System provides the ability to bill only certain charges if an
account is active less than "x" (user-defined) number of days.A Yes Billing 8.0
Open Smartflex provides
the ability to customize
the business rules
according to the Utility’s
needs. Billing rules can
be associated with the
required charges in
order to validate
whether they will be
billed or not according
to a user-defined
number of days.
Response Template C-118Page 205 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides the ability to reflect prorated detailed amounts
on a customer's bill due to rate change during billing period. A Yes Billing 8.0
Billing Process
System must be able to capture specific rate determinants that
allow the system to correctly assign a default rate, with
override, based on the following:
a) Service Type A Yes Billing 8.0
b) Customer Class A Yes Billing 8.0
c) Usage Type A Yes Billing 8.0
d) Consumption Level / History A Yes Billing 8.0
e) Demand A Yes Billing 8.0
f) Net Metering A Yes Billing 8.0
System has the ability to utilize specific additional rate
determinants and utilize them when calculating a bill:
a) User Defined Rate Packages - Excel-Based Billing A Yes Billing 8.0 The Open Smartflex rule
b) Number of Units A Yes Billing 8.0
Units is a standard
element of a rate
configuration.
c) Discount Identifiers (Low income, Seniors)A Yes Billing 8.0
d) North American Industry Classification System (NAICS)A Yes Billing 8.0
Response Template C-119Page 206 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
e) Business Type A Yes Billing 8.0
The Utility can define
rates for customers with
a different business type
using the rate search
criteria provided by
Open Smartflex, such as
category, subcategory or
customer type.
f) Geographic or Location (X/Y coordinate) - Based A Yes Billing 8.0
The Utility can define
rates for customers
based on their actual
location using the rate
criteria provided by
Open Smartflex, such as
geographical location or
rate zone.
Response Template C-120Page 207 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
g) Rate Determinants A Yes Billing 8.0
Open Smartflex provides
a complete set of rate
determinants in order
for the Utility to bill
customers according to
their particular
characteristics. Rate
determinants delivered
by Open Smartflex are
used to find the
required rate
considering their
product offering,
category and
subcategory, type of
customer, among
others.
h) Flat Fees A Yes Billing 8.0
i) Fixed Consumption (street lights based on a consumption)A Yes Billing 8.0
j) Min Consumptions A Yes Billing 8.0
k) Average Consumption - estimation A Yes Billing 8.0
l) Average Consumption for previous 12 months A Yes Billing 8.0
m) Amount of Usage A Yes Billing 8.0
n) Contracted Rates A Yes Billing 8.0
o) Percentage (calculation adjustment factor)A Yes Billing 8.0
Response Template C-121Page 208 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
q) Water Connection Size A Yes Billing 8.0
System to provide all details of calculation adjustment factors
and results to be used for billing statement creation.A Yes Billing 8.0
Open Smartflex stores
all information related
to billing, such as
charges, rates, usage,
and adjustments in
order to use it for the
generation of billing
statements; additionally,
the Utility can use this
information for report
generation and analysis.
System provides the ability on-screen for "What If Billing" and
prospectus billing. Billing factors can be changed and
calculations can be viewed.
A Yes Billing 8.0
Response Template C-122Page 209 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides the ability to track the different historical
classifications. A Yes Billing 8.0
Open Smartflex will
allow the Utility to track
different historical
classifications, such as
product change record,
product offering change
record and the history
of changes associated
with category and
subcategory per
customer. Furthermore,
a historical changes
report can be generated
for rate projects in order
to track the
modifications.
Moreover, if the Utility
requires having other
historical classifications,
Open Smartflex provides
the ability to create an
audit in order to record
the changes made in the
entities associated with
the required
information.
Response Template C-123Page 210 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System will allow for late reads to be input without deviating
from the original billing schedule. The system will process
accounts with reads and hold the accounts without reads.
A Yes Billing 8.0
System provides the ability to bill in advance for electric, water,
sewer, stormwater, streetlights, renewables, fire line, cable,
other
A Yes Billing 8.0
Open Smartflex provides
the ability to bill the non-
consumption charges in
advance and the
consumption charges in
arrears. For each charge,
the business rule must
include the adequate
logic in order to support
different consumption
and billing period dates .
System to provide the ability to bill in arrears for electric, water,
sewer, stormwater, streetlights, renewables, fire line, cable,
other
A Yes Billing 8.0
Response Template C-124Page 211 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides the ability to accommodate back billing for a
single period with a user-defined start and end date. A Yes Billing 8.0
Open Smartflex will
allow the Utility to bill
generated charges that
were not previously
billed, generate new
charges to adjust
estimated usage charges
when actual readings
are finally obtained, and
correct incorrect charge
amounts using billing
notes.
This also applies to the
next item (below).
System provides the ability to accommodate back billing for
multiple periods with a user-defined start and end date. A Yes Billing 8.0
System will provide for on-screen bill production for a single bill
that will not require batch or nightly processing. Bill will be
generated after calculations have been processed.
A Yes Billing 8.0
System provides the ability to produce duplicate copies of the
bill.A Yes Billing 8.0
System provides the ability on-screen to generate a one time
miscellaneous bill to an existing customer. A Yes Billing 8.0
Response Template C-125Page 212 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides the ability on-screen to generate a one time
misc. bill to a non-utility customer. A Yes Billing 8.0
System provides for tax and fee exemptions.A Yes Billing 8.0
System provides for partial tax and fee exemptions.A Yes Billing 8.0
System provides the capability to limit the number of days an
exception bill can stay in the system. A Yes Billing 8.0
Open Smartflex keep the
billing exceptions until a
user solves them, by
doing so, the system
ensures the problem is
solved avoiding a future
billing complaint.
System provides the ability to bill surcharges based on a fixed
or percentage charge. A Yes Billing 8.0
System provides the ability to assign expiration dates to
surcharges. A Yes Billing 8.0
Open Smartflex will
allow the Utility to
create business rules
and associate them with
the required charges in
order to define the
validity period for billing
purposes, including the
start and stop dates.
System provides the ability to assign expiration dates to rates.A Yes Billing 8.0
Response Template C-126Page 213 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides the ability to track surcharges independently of
all other charges. A Yes Billing 8.0
System provides the ability to bill for special rates based on the
following but not limited to:
a) Applying differences between contracted minimum
consumption and the actual consumption, providing details as a
line item on the bill or online
A Yes Billing 8.0
b) Recurring Charges A Yes Billing 8.0
c) Conservation / Efficiency measures (Power Factor) A Yes Billing 8.0
d) One-Time Miscellaneous Fees and / or Charges A Yes Billing 8.0
System provides the ability to validate dates entered, i.e., the
year 2010 accidently keyed as 2001.A Yes Billing 8.0
Open Smartflex
validates the dates
entered for the rate
validity against the
current system date in
order to avoid typos.
Response Template C-127Page 214 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides the ability to validate future dates greater than
'x' years (user-defined). The system will prompt for
confirmation prior to accepting the date. (each date field)
A Yes Billing 8.0
Open Smartflex is able
to validate the dates
entered by users in
processes and
applications considered
as essential in the
business practices of the
company.
This also applies to the
next item (below).
Provides the ability to set a range for date validation upon
entered date.A Yes Billing 8.0
System provides the ability to bill inter-departments. A Yes Billing 8.0
System provides the ability to identify accounts that have met
the system criteria to in order to generate a bill, but due to
reading or other errors, a bill was not generated. The account
status could be a initial bill, regular bill, or a final bill type.
A Yes Billing 8.0
System provides the ability to generate a test billing process
that generates the necessary financial reports for review before
actually submitting the billing batch to post. For example: audit
the billing run in a post go-live.
A Yes Billing 8.0
System provides the ability to track customers by class,
including residential, commercial, industrial, other A Yes Billing 8.0
Fee Billing
Response Template C-128Page 215 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System has the ability to bill for charges and fees, including but
not limited to:
a) Return Check Fees A Yes Billing 8.0
b) Service Establishment Fee A Yes Billing 8.0
c) Penalty Fees A Yes Billing 8.0
d) Finance Fees A Yes Billing 8.0
e) Meter Testing Fees A Yes Billing 8.0
f) After Hours Service Fees A Yes Billing 8.0
g) Labor Charges for Work Performed A Yes Billing 8.0
h) Reconnect / Disconnect Fees A Yes Billing 8.0
i) Collection Fees A Yes Billing 8.0
j) Late payment Fees A Yes Billing 8.0
k) Missed appointment Fees A Yes Billing 8.0
l) Tampering Fees A Yes Billing 8.0
m) Unlimited User Defined Fees A Yes Billing 8.0
Billing Adjustments
System will provide the ability to associate adjustment types
with the appropriate G/L number. A Yes Billing 8.0
System provides the ability to select a specific historic charge to
adjust. A Yes Billing 8.0
Response Template C-129Page 216 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System will provide for on-screen back billing for a user-defined
timeframe based on rates effective during that timeframe. A Yes Billing 8.0
Open Smartflex will
allow the Utility to bill
generated charges that
were not previously
billed, generate new
charges to adjust
estimated usage charges
when actual readings
are finally obtained, and
manually modify
incorrect charge
amounts through billing
notes, using a process
provided by the billing
module.
System provides the ability to identify any billing line item
charges must have the following fields:
a) Billed Date A Yes Billing 8.0
Response Template C-130Page 217 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
b) Processed Date A Yes Billing 8.0
Through Open
Smartflex, the Utility is
able to identify the
processed dates of
generation and billing of
charges using the
generation date of the
bill in which they are
included.
System provides the ability to generate a corrected bill with
"user entered" correct meter readings and number of months to
be corrected. The system should generate the adjustment,
change meter reading data fields and produce a bill.
A Yes Billing 8.0
System provides the ability to correct consumption, actual, or
estimated reading on an account and adjust the billing
accordingly to any specific month within a user-defined
timeframe.
A Yes Billing 8.0
System provides the ability to correct charges for unmetered
services on an account and adjust the billing accordingly to any
specific month within a user-defined timeframe.
A Yes Billing 8.0
System will provide the on-screen ability to cancel and re-bill
account for the last bill issued. A Yes Billing 8.0
System will provide the ability to cancel and re-bill entire routes
or cycles in batch.A Yes Billing 8.0
System provides the ability to select a specific historic charge to
cancel/re-bill. A Yes Billing 8.0
Response Template C-131Page 218 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides the ability to cancel re-bill a previously
canceled re-billed bill. A Yes Billing 8.0
System will provide the on-screen ability to cancel and re-bill a
previously billed account for a user-defined period of time. A Yes Billing 8.0
System will generate the G/L entries associated to the services
being canceled and re-billed. A Yes Billing 8.0
System will provide a mechanism that allows the user to identify
bills that have been canceled and re-billed. A Yes Billing 8.0
System will allow the cancel re-bill process to include all line
items on the bill.A Yes Billing 8.0
System will have the ability to select which line item on the bill
to cancel and re-bill not affecting the other billed line items. Any
dependent charges of the select item will be automatically
recalculated.
A Yes Billing 8.0
System will generate a corrected bill reflecting user-defined
adjustments to the previous bill. A Yes Billing 8.0
System will provide the ability to include payment adjustments
during billing.A Yes Billing 8.0
System will provide user-defined security for adjustment dollar
amounts. A Yes Billing 8.0
System captures online details of adjustment history. A Yes Billing 8.0
System will provide the ability to attach a reason code to the
adjustment for reversed transactions including, but not limited
to:
a) Bad System Estimate A Yes Billing 8.0
b) Stuck Meter A Yes Billing 8.0
c) Misread A Yes Billing 8.0
d) Data Entry Error A Yes Billing 8.0
Response Template C-132Page 219 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
e) User Defined with Comments with time stamp A Yes Billing 8.0
System provides the ability to adjust off (remove) a single line
item - based on security levels.A Yes Billing 8.0
System to capture all appropriate G/L transactions for
adjustments. System will provide a list of historical charges
from which to select.
A Yes Billing 8.0
All billing adjustments
are generated as
charges and sent to G/L.
The Utility is provided
with the ability to
generate reports for
billing adjustments,
using the interactive
report framework
powered by Open
Smartflex.
Response Template C-133Page 220 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System will provide the ability to transfer balances from one
account to another with the appropriate audit trail in one
transaction.
A Yes Billing 8.0
Considering the
multilevel structure of
Open Smartflex based
on customer, account
and product, Open
Smartflex allows the
Utility to transfer
current and deferred
receivables among
products that belong to
the same account or
products associated
with different accounts.
System provides the ability to account for cross connects /
switched meters. The system will cancel/re-bill each account
that included the corrected reading. The system will provide the
process within one screen.
A Yes Billing 8.0
System provides the ability to process cross connects / switched
meters back from a user-defined timeframe, where the meters
are not installed or billed on the same date.
A Yes Billing 8.0
Open Smartflex provides
the Utility the ability to
interchange meters that
were allocated to the
wrong products because
Response Template C-134Page 221 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides the ability to process cross connects / switched
meters back from a user-defined timeframe. A Yes Billing 8.0
Open Smartflex provides
the Utility the ability to
interchange meters that
were allocated to the
wrong products because
of human mistakes.
After this process is
performed, the meters
are associated with the
actual products
according to its physical
location.
System processes both the cross connects amending and
displaying the new consumption and dollar amounts
automatically.
A Yes Billing 8.0
System provides the ability to automatically back out
transactions on an account that has been connected or
disconnected in error with an audit trail.
A Yes Billing 8.0
Open Smartflex will
allow the Utility to
manually create billing
adjustments in order to
increase or decrease the
balance of customer
accounts.
Response Template C-135Page 222 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides the ability to create a specific adjustment type
that is linked/associated to a specific GL code for the credit to
be applied (rebate for Electric is applied to an Electric G/L only
as a credit that can be applied to that services type. That credit
will sit on the account and show a credit on that services until
applied.
A Yes Billing 8.0
Bill Production / Printing / Format
System provides the flexibility in combining line item charges or
separating item charges for bill printing.A Yes Billing 8.0
System provides the ability to flag charges to not appear on the
bill. Adjustments or charges made in error that the utility does
not want the customer to view.A Yes Billing 8.0
Open Smartflex will
allow the Utility to
suppress specific
charges that it does not
want to be visible to the
customer.
System provides the ability to accommodate multi-page bill
formats that are produced in XML formats. A Yes Billing 8.0
System provides the ability to display Name / Spouse /
Company name before street address within the bill format. A Yes Billing 8.0
System provides a separate line item for deferred payment
arrangements. The deferred due date will be printed and can be
different from the net new due date.
A Yes Billing 8.0
System provides the ability for detailed balance forward
information to include, but not limited to the following:
a) Previous Balance Due A Yes Billing 8.0
b) Payments Applied A Yes Billing 8.0
c) Adjustments Applied A Yes Billing 8.0
Response Template C-136Page 223 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
d) Penalties Applied A Yes Billing 8.0
System provides the ability to produce a mail barcode on the bill
print.A Yes Billing 8.0
System provides the ability to show the total amount due plus
amount of penalty if not paid by due date. The penalty amount
can be viewed as a separate line item.
A Yes Billing 8.0
System provides a graph or table showing consumption/usage
for current and prior 12-months for each service/usage type.A Yes Billing 8.0
System provides the ability to generate an image of the actual
view of the bills and statements. View can either be a PDF or
HTML file format.
A Yes Billing 8.0
System provides the ability to generate an image of the actual
view of letters. View can either be a XML,HTML,PDF file format. A Yes Billing 8.0
System provides the ability to display how the bill was sent for
example mail or email. A Yes Billing 8.0
System displays bill
delivery method for
each account.
System provides the ability to display how the letter was sent
for example mail or email.A Yes System tools 8.0
System provides for a check digit/barcode to be included on the
return portion of the bill print for scanning into payment batch.A Yes Billing 8.0
System provides the ability for customer to select the preferred
language of communication that impacts bills, notices,
correspondence, self-service, social media
A Yes System tools 8.0
Response Template C-137Page 224 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides the ability for CSR to select the preferred
language of communication, which allows the CSR to translate
the documents, based on the customer's preferred language of
communication that impacts bills, notices, correspondence, self-
service, social media
A Yes Billing 8.0
System provides the ability to produce all correspondence (as
defined above) for following customer preferred language(s):A Yes System tools 8.0
Sorting
System provides multiple capabilities for sorting bills by zip
code, cycle, exception/bunch code, customer name, other A Yes Metering 8.0
Open Smartflex allows
the company to choose
the group of bills that System provides the ability to sort bills by postal carrier route
for bulk rate discounts.
A Yes Billing 8.0
System allows for the
sorting by postal codes
corresponding to postal
carrier routes to qualify
for bulk mailing
discounts.
System provides the ability to mark inter-departmental bills so
that they don't print. A Yes Billing 8.0
System will provide the ability to identify bill types (so that
proper form can be used for printing) including, but not limited
to initial, cancel/rebill, final, regular, delinquent, estimated,
bank draft, duplicate
A Yes Billing 8.0
System provides the ability to sort bills based upon internal
bunch codes without or by printing on customer bill but
grouping with a separator page.
A Yes Billing 8.0
Response Template C-138Page 225 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
Production
System provides the ability to input a range of bills to be
produced. For example, the entire bill run does not need to be
printed all at one time.
A Yes Billing 8.0
System provides the ability to have the system display the
number of bills to be printed, by bill type, etc.
A Yes Billing 8.0
Open Smartflex displays
detailed progress
information of the bill
printing process.
Process details include
start date, process
status, completed
percent, printed bills
and bills remaining to be
printed.
This also applies to the
next two items (below).
System provides the ability to have the system display the
number of bills remaining to be printed.A Yes Billing 8.0
System provides the ability to have the system display the
number of total bills printed.A Yes Billing 8.0
Response Template C-139Page 226 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides the ability to allow restarting of a bill print run
from any point.
A Yes Billing 8.0
Open Smartflex allows
system administrators
to stop active system
processes according to
the service provider's
needs.
This also applies to the
next item (below).
System provides the ability to allow a bill print run to be paused
and restarted.A Yes Billing 8.0
Output
System provides the ability to be capable of creating a HTML
and / or text-only version of any bill for email attachment
purposes.
A Yes Billing 8.0
System provides the ability to be capable of creating a text
message / SMS of any bill and related information.A Yes Billing 8.0
System provides the ability to automatically transmit bills to
selected customers via fax or Internet services, i.e., cloud
computing, FTP, etc.
A Yes Billing 8.0
System provides the ability to re-print a duplicate copy of the
current bill in an online mode.A Yes Billing 8.0
System provides the ability to re-print a duplicate copy of the
bill for 'xx' number of months of previous billing.A Yes Products and services 8.0
System provides the ability to re-print the current bill after
adjustments have been made.A Yes Billing 8.0
Response Template C-140Page 227 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides the ability to send a duplicate copy or portion
of the bill to any third party defined for the account (ex:
landlord, etc.).
A Yes Billing 8.0
System provides the ability to generate customer bills to a
digital media such as tape or disk (for storage).A Yes Billing 8.0
System provides the ability to provide output file for bill print to
an outsource company.A Yes Billing 8.0
System provides the ability to dynamically add / subtract fields
on the bill print extract file without programming intervention.
A Yes Billing 8.0
Open Smartflex allows
creating printable bill
templates, which use
business rules to
determine the value of
each field to be printed.
Bill Messaging
System provides the ability for global custom messages, without
programming needed as this may change with each bill run, and
where all bills produced will have a single message. A Yes Billing 8.0
System provides the ability for all message types to be started
and terminated based on an input date. A Yes Billing 8.0
System provides the ability to view history of bill messages for a
user-defined timeframe. A Yes Billing 8.0
System provides the ability to define custom messages by
individual customer, range of customers, class, zip code, rate,
etc.
B Yes Billing 8.0
Response Template C-141Page 228 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides the ability to display a message based on cycle
number.B Yes Billing 8.0
System provides the ability to display a message based on route
number.B Yes Billing 8.0
System provides the ability to define custom messages by
service or other user-defined group.A Yes Billing 8.0
Master and Sub-Account Billing
System provides the ability to summarize multiple accounts
onto a single bill, i.e., master account.A Yes Payment and debt
collection 8.0
System will provide the ability to send the master account a
summary bill in addition to detailed bill for individual accounts. A Yes Payment and debt
collection 8.0
System will generate a summary bill when the billing cycle for
the master account is processed. All sub accounts will be held
(or not) until the master account is billed.
A Yes Payment and debt
collection 8.0
System provides the option for the master account to either
receive a summary bill or detailed bill. A Yes Payment and debt
collection 8.0
Budget and/or Levelized Billing
System provides for budget and levelized billing.A Yes Billing 8.0
System provides a year-end budget plan recap / settlement
statement. A Yes Billing 8.0
System provides for sign-up for budget billing in customer
eCare.A Yes Self-service portal 8.0
System calculates the average billing amount over a user-
defined period for past billings.A Yes Billing 8.0
System calculates the same monthly payment while capturing
actual readings. A Yes Billing 8.0
Response Template C-142Page 229 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides a user-defined month for account to be
reconciled (trued up). Difference between the budget months
calculated and payment to the actual amount to be billed.
A Yes Billing 8.0
System will provide total true up amount in the next bill. A Yes Billing 8.0
System provides the ability to establish levelized amount based
upon actual consumption. A Yes Billing 8.0
System provides automatic notification based on a user-defined
timeframe that account is delinquent. A Yes Billing 8.0
System will automatically remove a customer from budget
billing if after a user-defined timeframe the account has not
been paid by the due date.
A Yes Billing 8.0
System provides automatic notification. will be sent if a
customer is removed from budget billing. A Yes Billing 8.0
System will automatically recalculate the difference that is owed
based on previous months after being taken off budget billing.
The following billing cycle will capture exact usage and bill
A Yes Billing 8.0
System will bill for total due, including total true up amount plus
current usage, to be billed on settle-up statement.A Yes Billing 8.0
System will recalculate a budget bill based on specific issues,
e.g., an abnormally cold winter requires a recalculated budget
amount, etc.
A Yes Billing 8.0
System allows the customer to define the start of the budget
billing process.A Yes Billing 8.0
System provides for a global setting to establish budget billing
duration, with overrides for exceptions.A Yes Billing 8.0
Response Template C-143Page 230 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System allows user-defined criteria, e.g., poor credit rating,
etc., that has to be met in order to be eligible for budget billing
services - with manual override. System will generate letters or
work queue activities.
A Yes Billing 8.0
Customer must have a user-defined, e.g., positive, etc., credit
score and a user-defined threshold of A/R to be eligible for
budget billing.
A Yes Billing 8.0
System will allow for user override of amount due to special
conditions. A Yes Billing 8.0
System will allow for budget billing on user-defined services. A Yes Billing 8.0
System provides the ability to select what service will be
included within a budget bill when multiple services are offered. A Yes Billing 8.0
System will allow for delinquent cut-off, and a late charge to be
assessed once account has been taken off budget billing. The
charges will include the true up account balance plus assessed
charges.
A Yes Billing 8.0
Estimated Billing
System will provide for estimating should actual reads not be
available.A Yes Metering 8.0
System will provide for estimating regardless of type of active
status. A Yes Metering 8.0
System provides the ability to estimate entire billing cycles or
routes with user-defined read date.A Yes Billing 8.0
System will calculate the estimate bill based upon the read date,
not the bill date, to determine number of days in billing cycle.A Yes Metering 8.0
Response Template C-144Page 231 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System will allow estimation to be either read date to read date
or bill date to bill date. A Yes Metering 8.0
Open Smartflex offers
the Utility estimation
functionalities to
estimate usage based on
the expected reading
date if a re-reading
activity cannot be
performed. These
estimations are
executed before billing
process to assure it has
complete information
for charges calculation.
System will automatically mark services that have been
estimated with a unique identifier. A Yes Metering 8.0
System will have user-defined tables that allow for
determination of the number of estimations allotted for a
specific timeframe.
A Yes Billing 8.0
Open Smartflex allows
for a user defined
number of allowed
estimations within a
given time period.
Response Template C-145Page 232 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System has the ability to estimate or exclude certain customers
from estimated readings , such as customer class, individual,
route, rate code, other
A Yes Metering 8.0
Open Smartflex allows
the utility to identify
customers that are
excluded from
estimated readings.
These are chosen based
on criteria such as
customer class, rate
code (a.k.a. commercial
plan) and location. For
customers whose usage
must not be estimated
and no reading was
provided, the system
allows the service
provider to take further
actions.
Furthermore, the
system can estimate
readings in batch,
filtering services by cycle
and route.
Response Template C-146Page 233 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides user-defined validation characteristics for
estimation, by service, which include consumption during the
same time last year, consumption during the previous 12
months, last bill, average consumption, winter/summer
average, daily average, user-defined
A Yes Metering 8.0
Furthermore, the
system can estimate
readings en-masse,
filtering services by cycle
and route.
System will provide the ability to prioritize any and all of the
above characteristics a-g. A Yes Metering 8.0
The utility can prioritize
any and all of the above
usage estimation
methods from a to f,
using the business rules
for consumption
analysis.
System to provide the ability to place a percentage of
consumption on the above estimations due to weather
conditions that effected past consumption.
A Yes Metering 8.0
System to provide the ability to manually change percentage of
consumption estimation on a daily, weekly, monthly, etc.,
timeframe.
A Yes Billing 8.0
The Utility is provided
with the ability to
manually change the
percentage of
consumption
estimation, modifying
the business rule of the
required estimation
method.
Response Template C-147Page 234 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides the ability to identify seasonal periods with
weighted averages by service type and customer class when
calculating estimates.
A Yes Metering 8.0
Open Smartflex stores
the total usage of
customers with similar
characteristics per each
billing period, including
the number of products,
year and month. Based
on the stored
information, Open
Smartflex provides the
ability to estimate the
usage for specific
customers with the
usage patterns of similar
customers, considering
the type of service.
System has the ability to estimate compound water meters that
include two-side (HCF, HCF2).A Yes Metering 8.0
Discount Billing
System can calculate discounts based on percentage or fixed
amount. A Yes Billing 8.0
System will provide the ability to aggregate multiple accounts to
accommodate calculation of a discount or penalty.B Yes Billing 8.0
Solar Billing and Special Billing
Response Template C-148Page 235 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides the ability to calulate the total of a community
solar farm and determine a total dollar amount. B Yes Billing 8.0
Provide the ability to track and view a solar farm's generation
and dollar amounts on a monthly basis. B Yes Billing 8.0
Special Billing
System provides installment billing method for billing of
charitable contributions including but not limited fixed monthly
amount, fixed/unlimited term, total/unlimited pledge, round up
to nearest dollar
A Yes Billing 8.0
System provides ability for billing of a service to follow the
customer instead of a premises, i.e., charitable donations etc.,
when the customer moves.
A Yes Billing 8.0
System, if all other services are off/discontinued, to discontinue
billing for charitable services.A Yes Billing 8.0
System provides the ability to calculate special surcharges
based on consumption with a user-defined dollar limit.A Yes Billing 8.0
System will bill out the remainder of the total amount due
should the account final bill prior to the end of the stated fixed
time period.
A Yes Billing 8.0
System will bill out only the monthly installment amount of
charitable contributions on a final bill.A Yes Billing 8.0
System will calculate the amount of the monthly installment if
the total amount and fixed time period are provided.A Yes Billing 8.0
Response Template C-149Page 236 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System will provide for 'free' services for a specified start and
end time for promotional purposes, and not bill for that service
during that time.
A Yes Billing 8.0
Open Smartflex
supports definition of
promotions in order to
apply discounts to
customers' bills for a
part or the total amount
of charges in the bills.
Promotion may be
applied to eligible
accounts for a specified
initial and final period.
System to provide the ability to bill for services for other
companies such as reading meters and producing bills for
another local utility, etc.
A Yes Billing 8.0
Open Smartflex
supports an
environment where
service charges for other
companies are imported
from a file and included
in customer bills. Open
Smartflex does not
modify the received
charges as they belong
to other companies’
processes and systems.
Response Template C-150Page 237 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides the ability to bill for special surcharges such as
premises/location, seasonal/weather restrictions, environmental
cost, medical allowance, rate
A Yes Billing 8.0
System provides the ability to bill for master meters after
consumption has been captured from sub meters. A Yes Billing 8.0
Taxation
System provides the ability to assess taxes and/or fees based
upon customer, account, premises and/or service data item(s)
including, but not limited to:
A Yes Billing 8.0
a) Customer, Account, Premises, and Service Class A Yes Billing 8.0
b) Service Type A Yes Billing 8.0
c) Tax Exemption Data (i.e. percentage exempt)A Yes Billing 8.0
d) Premises/Locations Location( i.e., inside/outside CLIENT
limits, enterprise zone designation, etc.)A Yes Billing 8.0
System provides the ability to notify the customer 'x' number of
days prior to expiration of the tax exemption. A Yes Billing 8.0
System will automatically generate customer tax renewal
letters/ applications. A Yes Billing 8.0
System provides the ability for customer to have accounts in
multiple taxing jurisdictions A Yes Billing 8.0
System provides the ability for different tax rates for the same
taxing authority (i.e. State Sales Tax, for each service type).A Yes Billing 8.0
System provides the ability to bill for taxes that are applied by
percentage or flat rate. A Yes Billing 8.0
System provides the ability to bill for taxes active by date range
(start and stop).A Yes Billing 8.0
Response Template C-151Page 238 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides the ability to bill for multiple taxes for
individual services (local and state, etc.).A Yes Billing 8.0
Electric Billing
System provides the ability to bill for Special Surcharges (extra
fees) based on the following but not limited to
premises/location, power cost adjustment factor, power quality
rate (kVAR), seasonal/weather restrictions
B Yes Billing 8.0
System will bill an account for demand for an individual location
and account for demand from individual demand meters by
specified times to derive the peak demand for a service.
A Yes Billing 8.0
Provide the ability to associate demand peak usage with an
electric usage. A Yes Billing 8.0
System can support/calculate the following "standard" types of
electric billing, including but not limited to:
a) kWh A Yes Billing 8.0
b) Maximum KW and Billing kW (not less than 50%)A Yes Billing 8.0
Open Smartflex provides
the ability to customize
the business rules
according to the utility’s
needs. Billing rules can
be customized to
validate the demand
service metered and
contracted.
c) kV/kVAR A Yes Billing 8.0
Response Template C-152Page 239 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
d) Time-of-Use (Commercial, Industrial, and Domestic):
i) Unlimited Seasons A Yes Billing 8.0
ii) Unlimited Peaks A Yes Billing 8.0
iii) All Days of the Week / Month / Year A Yes Billing 8.0
iv) 24/7 Hourly Capture of Consumption A Yes Billing 8.0
v) Holiday Rates / Periods A Yes Billing 8.0
e) Flat-Rate Billing A Yes Billing 8.0
h) Standard fees A Yes Billing 8.0
Open Smartflex allows
the Utility to define
additional charges to
the customer such as
deposits and connection
fees.
Response Template C-153Page 240 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
i) Increasing or Decreasing Blocks or Tiers for all Rates A Yes Billing 8.0
Open Smartflex allows
the Utility to define
different pricing levels,
known as tiers, with the
purpose of billing
consumption based on
how many units
customers use each
billing period. According
to the defined tiers, the
correct rate will be
applied to each part of
the usage based on the
parameterization.
m) Traffic Control Service where kWh consumption will be based
on total hours used by each traffic signal in each fiscal year
multiplied by the average kilowatt demand of these traffic
signals
A Yes Billing 8.0
n) Energy Charge (additional charged based on consumed kWh)A Yes Billing 8.0
Response Template C-154Page 241 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
o) Any Combination of the Above A Yes Billing 8.0
Open Smartflex allows
the Utility to offer the
following combinations
of the rate plans
described above:
-Time of Use and flat
rate billing.
-Time of Use and
consumption tier billing.
-Time of Use and any
additional charge,
including taxes.
-Time of Use, flat rate
billing, kV charge, kW
charge and/or kVAR
charge.
-Time of Use,
consumption tier billing,
kV charge, kW charge
and/or kVAR charge.
p) Temporary Service with a Start and Stop Date / Time A Yes Billing 8.0
Response Template C-155Page 242 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides for unlimited user-defined adjustment,
charges, fees, or percentages:
a) Energy Charge
i) Non-Time Related Energy Charge
ii) On-Peak Energy Charge
iii) Mid-Peak Energy Charge
iv) Off-Peak Energy Charge
b) Customer Charge
c) Demand Charge
i) Non-Time Related Max Demand
ii) On-Peak Billing Demand
iii) Mid-Peak Billing Demand
iv) Off-Peak Billing Demand
d) Demand Charge - $/kW of Billing Demand/Meter/Month
e) Voltage Discounts, Hourly Energy Rates Percentage
f) Voltage Discounts, Facilities-Related Rates Percentage
g) Power Factor Adjustment
j) Green Power Charge
i) Residential
ii) Commercial
iii) Tracking and Reporting of all GP Charges
iv) Number of Purchased Blocks of Energy
v) Based on Percentage of Consumption
l) Power Cost Adjustment per kWh
o) Minimum Charge
A Yes Billing 8.0
Open Smartflex provides
the ability to generate
and track green power
charges for
residential/commercial
customer according to
their product offering,
customer type,
category, subcategory,
among other criteria.
The systema is able to
generate green power
charges, using the set of
business functions
provided within the
solution. When the
billing process is
performed, charges are
generated according to
the business rule
defined by the utility,
considering the
percentage of a given
consumption or other
required math
operations.
Response Template C-156Page 243 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System will support an environment where customers, who
expand their load by a user-defined percentage, are identified
and automatically convert to a new rate. Reporting is included.
A Yes Billing 8.0
System will support an environment where customers, who
shrink their load by a user-defined percentage, are identified
and automatically convert/revert to a new rate. Reporting is
included.
B Yes Billing 8.0
System can track electric rates at the component-of-tariff level,
including transmission, distribution, generation,
decommissioning, public purpose programs, bond and
reimbursement charges.
A Yes Billing 8.0
Utility is provided with
the ability to create the
electric rate
components as
individual rates with the
purpose of tracking
them. Furthermore, the
billing process generates
charges based on those
rates and prints them on
the bills as just one
billing item that
summarizes the total
amount. The tariff
calculating must be
make out of the system.
Response Template C-157Page 244 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides the ability to bill for the following Real-Time
Pricing Rate based on baseline usage for classification. RTP is
defined as the practice of continuously varying prices to
customers to reflect simulated hourly variations in the marginal
costs of generating electricity. Characteristics of RTP include
but are not limited to the following:a) Support for 24x7 Hourly Periods (with not less than 15
minute intervals)A Yes Billing 8.0
b) Variable Pricing for each 24x7 Hourly Periods (with not less
than 15 minute intervals)A Yes Real time pricing 8.0
b) Daily Min. and Max. Temperature A Yes Real time pricing 8.0
c) Unlimited Seasons A Yes Real time pricing 8.0
d) Weekday A Yes Real time pricing 8.0
e) Weekend A Yes Real time pricing 8.0
f) Daylight Savings Time support A Yes Real time pricing 8.0
g) Support for Seasons and Holidays A Yes Real time pricing 8.0
h) Maximum Demand A Yes Real time pricing 8.0
i) Billing Demand (kWh of Max kW determined to the nearest
kW)A Yes Real time pricing 8.0
j) Voltage Discounts A Yes Real time pricing 8.0
k) Power Factor Adjustments A Yes Real time pricing 8.0
l) Allowance for Customer-Owned Generating Facilities (net
metering)A Yes Real time pricing 8.0
m) Ability for Customer to Notify Utility of Plan Adoption (IVR,
Web, email, etc.)A Yes Billing 8.0
n) Excess Energy Charges A Yes Real time pricing 8.0
Response Template C-158Page 245 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
o) Min/Max kW Loads from Prior Months to use as Baseline for
Subsequent Months Consumption / Rate Setting / Pricing /
Enrollment.
A Yes Real time pricing 8.0
p) Support for Locational Marginal Pricing (ISO). LMP is the
marginal cost of serving the next increment of demand at a
given node consistent with transmission constraints. LMP prices
generally consist of three components (bill on Power Factor):
A Yes Real time pricing 8.0
i) Energy (Demand)A Yes Real time pricing 8.0
ii) Congestion A Yes Real time pricing 8.0
iii) Losses A Yes Real time pricing 8.0
q) Support for the Real-Time Imbalance Market G No
r) Capacity Reservation Charge A Yes Real time pricing 8.0 Open Smartflex
s) Schedules for Injection (in) and Withdrawal (out) of RTP G No
t) Compliance Reporting based on each Unique RTP Rate,
Schedule, Tariff, or Contract A Yes Real time pricing 8.0
u) System supports the Inventory and tracking of Advanced
Control Devices required to support a RTP Rate A Yes Device and materials
management 8.0
Open Smartflex provides
the ability to manage
different devices used to
deliver services such as
smart meters, voltage
current and instrument
transformers.
v) Customer-Focused Dashboard Tools for Real-Time Energy
Consumption Analysis A Yes Real time pricing 8.0
Response Template C-159Page 246 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides the ability to bill for the following Critical Peak
Pricing Rate based on baseline usage for classification. CPP is
defined as the practice of continuously varying prices to
customers to reflect their participation in the CPP program that
leads to reductions in power utilization during known/pre-
defined period of time. Typically the price of electricity is higher
during CPP events, the CPP rate offers lower prices during all
other times. Characteristics of CPP include but are not limited
to the following:
A Yes Real time pricing 8.0
a) Support for 24x7 Hourly Periods, with not less than 15
minute intervals A Yes Billing 8.0
b) Variable Pricing for each 24x7 Hourly Periods, with not less
than 15 minute intervals A Yes Real time pricing 8.0
b) Daily Min. and Max. Temperature A Yes Real time pricing 8.0
c) Unlimited Seasons A Yes Real time pricing 8.0
d) Weekday Timeframe(s)B Yes Real time pricing 8.0
e) Weekend Timeframe(s)B Yes Real time pricing 8.0
f) Daylight Savings Time Support A Yes Real time pricing 8.0
g) Support for Seasons and Holidays A Yes Real time pricing 8.0
Response Template C-160Page 247 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
h) Defined Period of Time (e.g., 12-months, 24-months, etc.)A Yes Real time pricing 8.0
Open Smartflex provides
the ability to create as
many product offerings
as the Utility needs in
order to cover CPP
programs and others.
Each product offering is
associated with a
validity period defined
by the utility with the
purpose of selling
products until the
configured end date
comes.
i) Support for Capacity Bidding B Yes Real time pricing 8.0
j) Support for Day-Ahead Pricing A Yes Real time pricing 8.0
k) Min. / Max. kW for Plan Enrollment and Rate Assignment B Yes Real time pricing 8.0
l) Reservation of a Specific Amount of Electricity Billed at a fixed
monthly capacity charge. Also included is default capacity A Yes Real time pricing 8.0
m) Bill Protection abilities for risk-free testing of CPP for 'x'
months B Yes Real time pricing 8.0
n) Enrollment Procedures B Yes Real time pricing 8.0
o) Opt-Out Alternative Rate Analysis A Yes Billing 8.0
Response Template C-161Page 248 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
p) Default Rate A Yes Billing 8.0
The Utility is provided
with the ability to create
specific product
offerings for CPP
programs in order to bill
customers according to
the rates defined for
those product offerings.
q) Support for Locational Marginal Pricing (ISO), Gas Pricing, or
other.A Yes Billing 8.0
Open Smartflex is able
to store the hourly
prices uploaded through
flat files in order for
billing purposes.
r) Maximum Demand A Yes Real time pricing 8.0
s) Billing Demand (kWh of Max kW determined to the nearest
kW)A Yes Real time pricing 8.0
t) Voltage Discounts B Yes Real time pricing 8.0
u) Power Factor Adjustments A Yes Real time pricing 8.0
v) Allowance for Customer-Owned Generating Facilities (net
metering)B Yes Real time pricing 8.0
w) Ability for Customer to notify Utility of Plan Adoption (IVR,
Web, email, etc.)A Yes Real time pricing 8.0
x) Excess Energy Charges B Yes Billing 8.0
y) Min. / Max. kW Loads from prior months to use as baseline
for subsequent months consumption / rate setting / pricing A Yes Real time pricing 8.0
Response Template C-162Page 249 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
z) CPP Anniversary Date Processing (renewal / analysis)A Yes Real time pricing 8.0
aa) Non-Coincident Demand Charge Waiver - used to calculate
the monthly on-coincident demand charges B Yes Real time pricing 8.0
ab) Support for CPP Triggering Events, including but not limited
to:
i) > x Degrees F B Yes Real time pricing 8.0
ii) Overall System Load B Yes Real time pricing 8.0
iii) Extreme System Conditions B Yes Real time pricing 8.0
iv) Special Alerts B Yes Real time pricing 8.0
v) Major Transmission or System Outage B Yes Real time pricing 8.0
ac) Min. / Max. Amount of CPP Events per Enrollment Period B Yes Real time pricing 8.0
ad) Support for CPP Periods (i.e. primary, secondary,
substation, transmission)
B Yes Real time pricing 8.0
ae) System supports a Formal and Electronic Send / Receive /
Confirmation Process with all CPP customers B Yes Real time pricing 8.0
af) System automatically Allows or Rejects Customers from
participating or not participating in other programs / rates (e.g.,
DSM, etc.) according to utility rules, during the CPP period
B Yes Real time pricing 8.0
ag) Min. / Max. total CPP event hours per year B Yes Real time pricing 8.0
ah) Customer-Focused Dashboard Tools for real-time energy
consumption analysis B Yes Real time pricing 8.0
ai) Compliance Reporting based on each Unique CPP rate,
Schedule, Tariff, or Contract B Yes Real time pricing 8.0
Response Template C-163Page 250 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
aj) System supports the Inventory and Tracking of Advanced
Control Devices required to support a CPP Rate A Yes Device and materials
management 8.0
Open Smartflex provides
the ability to manage
different devices used to
deliver services such as
smart meters, voltage
current and instrument
transformers.
Additionally, Open
Smartflex can track
network devices
through Network
inventory and device
management
functionalities.
System provides the ability to bill for outdoor and street lighting
services by voltage, number, other A Yes Billing 8.0
System provides for billing irrigation customers.A Yes Billing 8.0
System provides for calculation and storage of seasonal (user-
defined months) average winter consumption for use in water
billing.
A Yes Metering 8.0
Open Smartflex's
business rules allow
calculation of seasonal
average usages for a
user-defined amount of
months.
Response Template C-164Page 251 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides for the ability to override the seasonal
average.A Yes Metering 8.0 The Utility can use
business rules to
determine that, under
System provides for the ability to bill for multiple types of water
services at the same premises on a single bill.A Yes Billing 8.0
The Utility must define
the types of water
services that will be
offered to the
customers. Open
Smartflex groups all the
services that belong to a
single account in the
same bill during the bill
generation process.
System provides for unlimited user-defined charges.A Yes Billing 8.0
Wastewater Billing
System has the ability to bill for wastewater services.
Calculation of charges could include but not limited to the
following:
b) Flat Rate A Yes Billing 8.0
c) In/Outside of Territory A Yes Billing 8.0
d) HCF/CCF of Water A Yes Billing 8.0
Response Template C-165Page 252 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
g) BOD and TSS A Yes Billing 8.0
Provided the Utility
configures the necessary
activities, Open
Smartflex provides the
ability to bill for
wastewater
characterization tests.
The cost of activities
performed during those
tests is added to the
amount of the
customer's bill.
h) Special Negotiated Charges A Yes Billing 8.0
i) Consumption-based billing based on actual water usage, i.e.,
CCF of Water A Yes Billing 8.0
j) Billing based on winter seasonal average in user-defined
months.A Yes Billing 8.0
Open Smartflex allows
definition of rate validity
periods. Existing rates
are only used for
calculation of charges
on the period they are
valid. The Utility can
define a different rate
for each quarter of the
year.
k) Excess Concentration Charges A Yes Billing 8.0
L) Extra surcharge or multiple surcharges A Yes Billing 8.0
Response Template C-166Page 253 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides the ability to identity industrial waste users by
a unique identifier. A Yes Billing 8.0
System provides the ability to associate the following specific
information:
a) Business Name A Yes System tools 8.0
b) APN - Assessors Parcel Number A Yes System tools 8.0
c) Permit number A Yes System tools 8.0
e) EDU's (Equivalent dwelling units) A Yes System tools 8.0
f) Factor Number (surcharge) A Yes System tools 8.0
g) Charge per EDU per Month field - provided by the county. A Yes System tools 8.0
System has the ability to identify customers that have metered
sewer services A Yes Billing 8.0
System provides the ability to bill for the following BOD/TSS
Sewer units =
(monthly discharge volume c.f./1000) x (0.34 + (BOD/200) x
0.33 + (TSS/200) x 0.33)
A Yes Billing 8.0
Open Smartflex allows
registration of different
measurements related
with the customer's
service (e.g., BOD/TSS)
that the system may use
to calculate the
BOD/TSS Sewer Units to
charge the customer.
System has the ability to bill for the following types of usage:
a) Strength A Yes Billing 8.0
b) Flow A Yes Billing 8.0
Response Template C-167Page 254 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
c) Specific Rate code A Yes Billing 8.0
Open Smartflex allows
registering different
types of usage, read by
meters or estimated
load, in order to
determine the value to
be charged for each one
through the set of
business functions
provided by Open
Smartflex. The
generation of these
charges during the
billing process depends
on the business rule and
the rates determined by
the company. In
addition, the Utility can
create its own business
functions in order to
support the particular
needs of its operation.
Response Template C-168Page 255 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides for calculation and storage of seasonal (user-
defined months) average consumption for use in wastewater
billing.
A Yes Billing 8.0
Open Smartflex business
rules allow calculation of
seasonal average usages
for a user-defined
amount of months.
System provides for unlimited user-defined charges.A Yes Billing 8.0
Net Metering (NEM)
System provides the ability to accommodate two-way-meters
set up to measure the transmission of energy service into
customer's service point. But it also must provide for some
meters to be set up to measure excess energy service that has
been co-generated and is being pushed back into a user-
specified energy providers grid.
A Yes Billing 8.0
System provides the ability to accommodate net energy
metering each billing period (NEM) by the following:
b) Calculating and displaying the current NEM charges (debit or
credit), in dollars and usage, on the customer's bill - using
whatever rate class the customer is enrolled in.
B Yes Billing 8.0
d) Calculating the refund credit, in dollars, on the customer's bill
- using a different rate (based upon CLIENT's cost of generation
- or dollar value stated in the NEM contract). This is a
monetary refund - not kWh.
A Yes Billing 8.0
Response Template C-169Page 256 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides the ability to calculate the accrued NEM
charge, in dollars, by adding the prior billing period’s NEM
charge, either debit or credit, to the current NEM charge, either
debit or credit, on the customer’s bill monthly
B Yes Billing 8.0
System provides the ability to display the following information
in one area of the bill or online that is easy to view and display:
a) Current Consumption A Yes Billing 8.0
b) Prior Consumption A Yes Billing 8.0
c) Current NEM Charge and Usage displayed in:
i) Positive KWh A Yes Billing 8.0
d) Amount Due and Payable B Yes Billing 8.0
e) The compensation rate dollar value at any given time -
displaying the difference between the retail rate amount and the
compensation rate amount.
B Yes Billing 8.0
System provides the ability to provide the following NEM-related
features including but not limited to:
a) A Credit of kWh/kW/kVAR can be applied and / or removed A Yes Billing 8.0
b) A Debit of kWh/kW/kVAR can be applied and / or removed A Yes Billing 8.0
c) A Credit Balance of dollars and kWh can be carried on the
account for an user-defined period of time A Yes Billing 8.0
d) If the Account is closed with a Net Energy Credit, the
customer shall apply to any service or outstanding balance -
across all services, fees, and charges, etc.
A Yes Billing 8.0
g) System has the ability to apply and display a Positive Meter
Read - for NEM meters and customers only A Yes Billing 8.0
Response Template C-170Page 257 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides the ability to clearly distinguish an NEM
customer from other customers upon initial account inquiry. A Yes Sales and customer care 8.0
System provides for full NEM-related reporting, balancing, and
tracking, including actual, projections, estimates, and other
reporting.
A Yes Framework 8.0
The Utility is provided
with the ability to create
reports with the
Pre-Paid Metering
System is capable of performing prepaid metering in the
traditional fashion of kiosks/payment stations and swipe meters
and is fully integrated to the CIS.
B Yes Prepaid metering 8.0
System is capable of performing prepaid metering in the
modern fashion of advanced meters, an in-home display, and a
web-enabled pay station that is fully integrated to the CIS.
B Yes Prepaid metering 8.0
System will provide a detailed account balance, presented to the
CSR and calculated:
a) Real-Time B Yes Prepaid metering 8.0
b) Hourly B Yes Prepaid metering 8.0
c) Daily B Yes Prepaid metering 8.0
d) Monthly B Yes Prepaid metering 8.0
System will provide a detailed account balance, presented
online to the customer and calculated:
a) Real-Time B Yes Prepaid metering 8.0
b) Hourly B Yes Prepaid metering 8.0
c) Daily B Yes Prepaid metering 8.0
d) Monthly B Yes Prepaid metering 8.0
System supports remote manual or automated disconnects.B Yes Prepaid metering 8.0
Response Template C-171Page 258 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System will accept a trigger from an external system to
reinstate service (e.g., PDA, mobile data terminal, etc.).A Yes Prepaid metering 8.0
System provides balance notifications and alerts to the
customer.B Yes Prepaid metering 8.0
System will interface to a third-party payment transaction
system.B Yes Prepaid metering 8.0
System must be able to accept payments and update the
prepayment system in a real-time mode.B Yes Prepaid metering 8.0
System must be able to accept payments and update the
prepayment system in a real-time mode from providers such as
www.MyUsage.com, PaySite, ChoicePay, etc.
B Yes Prepaid metering 8.0
System will support flexible rates for prepaid meters, taking into
account when to charge taxes, franchise fees, and fuel charges
to a given account.
B Yes Prepaid metering 8.0
System will support any type of metering for prepaid systems
(kWh, kW, TOU, etc.).A Yes Billing 8.0
System will provide robust reporting and near real-time analysis
of the state of each customer and their balances, consumption,
and usage of prepaid metering.
B Yes Prepaid metering 8.0
System will support prepaid customers where the deposit can
be waived or not.A Yes Billing 8.0
System will notify customers of their balance through, but not
limited to:
a) Email B Yes Prepaid metering 8.0
b) Automated Calling Service B Yes Prepaid metering 8.0
c) Text Message B Yes Prepaid metering 8.0
d) Fax B Yes Prepaid metering 8.0
e) Social Media (Twitter, Facebook, etc.)B Yes Prepaid metering 8.0
f) Statement or Bill B Yes Prepaid metering 8.0
Response Template C-172Page 259 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System provides for a full online registration system for prepaid
customers.B Yes Prepaid metering 8.0
System will self-authenticate and register a new online user
without utility/CSR intervention.B Yes Prepaid metering 8.0
System will automatically generate an alert to prevent a prepaid
meter from being installed on certain accounts.B Yes Prepaid metering 8.0
System will support the reporting of theft/tamper conditions.A Yes Fraud prevention 8.0
System will support the customers preference for bill receipt
and paperless environment.B Yes Prepaid metering 8.0
System will support a wide-range of customer types for prepaid
metering.A Yes Billing 8.0
System will enable two-way communication between the utility,
the meter, and in-home display that lists consumption, balance,
suggested payment amount, panic alarm, nearest pay station,
other
G No
Pledges and/or Vouchers
System is capable of adding, updating, or deleting pledges from
customers, non-profit organizations, and / or governmental
agencies, over the phone, to the utility CSR or back-office
personnel.
A Yes Payment and debt
collection 8.0
System will provide a built-in interface to accept different types
of pledges (e.g., non-profit organizations, governmental
agencies, etc.).
A Yes Payment and debt
collection 8.0
System will allow the pledge amount to pay the total or greater
than the outstanding balance.A Yes Payment and debt
collection 8.0
Response Template C-173Page 260 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
System will allow the pledge amount to pay any portion of the
outstanding balance (i.e., any dollar amount against
outstanding balance).
A Yes Payment and debt
collection 8.0
In the event any portion of the outstanding balance is pledged,
the entire account can be removed from delinquency
processing.
A Yes Payment and debt
collection 8.0
When a pledged amount is received, the system will treat the
payment as a "pending payment".A Yes Payment and debt
collection 8.0
When a pledged amount is received, the system will deduct the
pledge amount from the outstanding balance.A Yes Payment and debt
collection 8.0
When a pledged amount is dropped or deleted, the system will
add the pledge amount back into the outstanding balance using
a payment reversal transaction.
A Yes Payment and debt
collection 8.0
System will automatically remove the "pending payment" status
once the actual pledge payment has been received by the
utility.
A Yes Payment and debt
collection 8.0
If the actual pledge payment has not been received by the
utility within 'x' (user-defined days), the system will
automatically flag the account in an online work queue for
further follow-up (e.g., in the event that the payment agency
did not send a check - the customer's account and the payment
agency must be reviewed).
A Yes Payment and debt
collection 8.0
System provides a screen showing pledged amounts by date,
amount, agency, rep, status, type, other A Yes Payment and debt
collection 8.0
System will provide a detailed online (web) application /
registration process that allows access to account information
and provides the ability to pledge payments for the proper
agencies with the following functionality:
A Yes Payment and debt
collection 8.0
Response Template C-174Page 261 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
6.0 Billing Management
a) System will provide a search capability for the customer
account to retrieve the pledge page. The complete pledge
details, including agency name/representative, pledge amount,
type, email address, etc. will be recorded
A Yes Payment and debt
collection 8.0
b) System will send an email confirmation response confirming
the details of the pledge A Yes Payment and debt
collection 8.0
c) System will automatically suspend delinquency for the pledge
portion of the bill A Yes Payment and debt
collection 8.0
d) System will allow for detailed and summary reporting of all
pledges, payment authorized agencies, etc.A Yes Payment and debt
collection 8.0
Degree Day Tracking
System will provided fields to capture the daily temperature.A Yes Metering 8.0
System will calculate and store the degree days from the
entered temperature using a user defined calculation. A Yes Metering 8.0
System will allow for the temperature figures to be input
manually or through an interface. A Yes Metering 8.0
System will identify how the temperature figure was input into
the system (ex: "M" for manual in front of the information field
and "A" for automatic).
B Yes Billing 8.0
Response Template C-175Page 262 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
Yes Financial interface 8.0
Yes Billing 8.0
Yes Billing 8.0
Open Smartflex will
allow the Utility to
define the validity
period for each rate,
including the start and
stop dates for billing
purposes. Moreover,
special charges can be
billed for specific
accounts or products in
just one billing period,
considering the start
date only.
Yes Billing 8.0
Yes Billing 8.0
7.0 Rates Management
Response Template C-176Page 263 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
7.0 Rates Management
Yes Billing 8.0
Yes Billing 8.0
Yes Billing 8.0
Open Smartflex has the
ability to assign a rate to
a service level or to a
premise location level
(geographic location).
Yes Billing 8.0
Yes Billing 8.0
Yes Billing 8.0
Yes Billing 8.0
Yes Billing 8.0
Yes Billing 8.0
Response Template C-177Page 264 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
7.0 Rates Management
Yes System tools 8.0
Open Smartflex allows
administrators to
configure user roles with
execution permissions
and data access
restriction policies to
prevent unauthorized
creation, modification,
and deletion of rates.
Yes Billing 8.0
Yes Framework 8.0
Yes Billing 8.0
Yes Billing 8.0
Response Template C-178Page 265 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
7.0 Rates Management
Yes Billing 8.0
Yes Billing 8.0
Yes Billing 8.0
Yes Billing 8.0
Yes Billing 8.0
Yes Billing 8.0
Yes Billing 8.0
Yes Products and services 8.0
Yes Billing 8.0
Yes Billing 8.0
Yes Billing 8.0
Yes Billing 8.0
Response Template C-179Page 266 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
7.0 Rates Management
Yes Financial interface 8.0
Yes Financial interface 8.0
Open Smartflex allows
users to configure
assignation of G/L
numbers to economic
events based on criteria,
such as product offering
and service type. The
nature set for G/L
accounts determines
whether they are credit
or debit accounts.
Response Template C-180Page 267 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
7.0 Rates Management
Yes Billing 8.0
Open Smartflex allows
users to configure
assignation of G/L
numbers to economic
events based on criteria,
such as product offering
and service type; also,
the Utility is able to
determine if the nature
of the G/L accounts is
credit or debit.
Yes Billing 8.0
No
Yes Billing 8.0
Response Template C-181Page 268 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
7.0 Rates Management
Yes Billing 8.0
Yes Billing 8.0
Yes Billing 8.0
Yes Billing 8.0
Yes Billing 8.0
Yes Billing 8.0
Response Template C-182Page 269 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
7.0 Rates Management
Yes Billing 8.0
Yes Billing 8.0
Yes Billing 8.0
Yes Billing 8.0
Yes Billing 8.0
Response Template C-183Page 270 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
7.0 Rates Management
Yes Billing 8.0
Yes Billing 8.0
Yes Billing 8.0
Yes Billing 8.0
Yes Billing 8.0
Yes Billing 8.0
OpenSmartflex allows
the utility to bill the
payment arrangement
interest charge and
include it in the
recurring customer
invoice.
Response Template C-184Page 271 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
7.0 Rates Management
Yes Billing 8.0
Open Smartflex allows
the Utiliy to define
different product
offerings, including rates
needed for EV billing
and other purposes.
Moreover, the utility is
able to establish the
criteria used to identify
the rate to be applied to
a specific billing item.
These criterias have
been defined according
to industry best
practices and can be use
by the Utility based on
its business needs.
(Examples: location,
service class,
commercial plan,
category, subcategory,
among others).
Response Template C-185Page 272 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
7.0 Rates Management
Yes Billing 8.0
Yes Billing 8.0
Yes Billing 8.0
Open Smartflex business
rules allow the Utility to
define the calculation of
a percentage credit for
the accounts that have
been active for a user-
defined time.
Yes 0 8.0
Yes Billing 8.0
Response Template C-186Page 273 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
7.0 Rates Management
Yes Billing 8.0
Open Smartflex business
rules allow the Utility to
define the calculation of
a flat credit for the
accounts that have been
active for a user-defined
time.
Yes Billing 8.0
Yes Billing 8.0
Yes Billing 8.0
Yes Billing 8.0
Response Template C-187Page 274 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
7.0 Rates Management
Yes Billing 8.0
By calculating the value
to be charged according
to the business logic
implemented through
billing rules, Open
Smartflex allows the
utility to generate
charges that can be
applied as a discount
over the recurring
customer.
Yes Billing 8.0
Yes Billing 8.0
Response Template C-188Page 275 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
7.0 Rates Management
Yes Products and services 8.0
Yes Products and services 8.0
Open Smartflex allows
creating additional
attributes to capture the
premise/service related
information where the
source of energy can be
placed.
Same for the following
two lines b and c
Yes Products and services 8.0
Yes Products and services 8.0
Yes Products and services 8.0
Response Template C-189Page 276 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
A Yes Metering 8.0
A Yes Metering 8.0
8.0 Usage Management
Response Template C-190Page 277 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
8.0 Usage Management
A Yes Metering 8.0
Open Smartflex display
the route information:
associated cycle
number, description,
route number, next
scheduled read rate and
associate a time per
read per meter; this
value can be uploaded
or manually entered to
standardize the route
read time.
Moreover, the system is
able to identify the
number of reads within
a cycle through the
number of read orders
with the same cycle, or
identify the number of
smart versus standar
meters; the system also
allows the Utility to
create reports that can
be used to present this
information.
Response Template C-191Page 278 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
8.0 Usage Management
A Yes Geographical
component 8.0
A Yes Metering 8.0
A Yes Geographical
component 8.0
Open Smartflex will
allow the Utility to
define, visualize and
manage routes to
perform certain types of
work for a specific group
of addresses. Using the
system, the company is
able to create itineraries
for planning activities,
regenerate stops, and
add addresses to a
route.
G No
A Yes Metering 8.0
Response Template C-192Page 279 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
8.0 Usage Management
A Yes Metering 8.0
A Yes Metering 8.0
A Yes Geographical
component 8.0
Open Smartflex will
allow the Utility to re-
sequence large blocks of
premises through a web
service indicating each
property and the new
sequence on the route.
B Yes Open Smartflex
Connector kit 8.0
Response Template C-193Page 280 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
8.0 Usage Management
A Yes Metering 8.0
A Yes Geographical
component 8.0
Open Smartflex will
allow the Utility to
define and manage
routes to perform
certain types of work.
The system offers the
company the option to
create and modify
itineraries for the
planning of activities for
the work units, adding
and removing addresses
associated with an
account.
A Yes Network inventory 8.0
A Yes Metering 8.0
Response Template C-194Page 281 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
8.0 Usage Management
A Yes Metering 8.0
Open Smartflex allows
the service provider to
define special routes to
perform different types
of work in the same
premise.
A Yes Metering 8.0
Open Smartflex will
allow the Utility to
create and modify
alternate addresses
associated to the
primary address. The
alternate address refers
to one or more
addresses that a
premise has which are
different to the main
address.
Response Template C-195Page 282 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
8.0 Usage Management
B Yes Metering 8.0
A Yes Metering 8.0
Response Template C-196Page 283 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
8.0 Usage Management
A Yes System tools 8.0
Open Smartflex provides
the Utility with
integration mechanisms
with external systems
through API’s to export
and import meter
reading information.
The framework of Open
Smartflex allows the
creation of reports and
dashboards, which can
be used to view and
compare this type of
information.
B Yes Metering 8.0
Response Template C-197Page 284 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
8.0 Usage Management
A Yes Metering 8.0
A Yes Metering 8.0
A Yes Metering 8.0
A Yes Metering 8.0
A Yes Metering 8.0
A Yes Metering 8.0
We are able to mass-
enter a flat file with
meter reading, types of
readings and read dates.
A Yes Metering 8.0
Response Template C-198Page 285 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
8.0 Usage Management
A Yes Metering 8.0
A Yes Metering 8.0
The system will be able
to track the number of
consecutive estimates in
order that there can be
a control by number of
estimates per a user-
defined timeframe.
A Yes Metering 8.0
A Yes Metering 8.0
A Yes Metering 8.0
Response Template C-199Page 286 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
8.0 Usage Management
A Yes Metering 8.0
A Yes Metering 8.0
A Yes Metering 8.0
Open Smartflex allows
the service provider to
perform a critical usage
analysis in order to
assess the usage that
was concluded to have a
significant deviation.
This analysis can
generate critical orders
and the registration of
non-technical losses
that allow the service
provider to carry out a
research.
A Yes Metering 8.0
A Yes Metering 8.0
Response Template C-200Page 287 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
8.0 Usage Management
A Yes Metering 8.0
A Yes Metering 8.0
A Yes Metering 8.0
A Yes Field service
management 8.0
A Yes Metering 8.0
A Yes Metering 8.0
Response Template C-201Page 288 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
8.0 Usage Management
A Yes Metering 8.0
A Yes Metering 8.0
A Yes Metering 8.0
A Yes Metering 8.0
A Yes Metering 8.0
Response Template C-202Page 289 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
8.0 Usage Management
A Yes Billing 8.0
By calculating the value
to be charged according
to the business logic
implemented through
billing rules, Open
Smartflex will allow the
Utility to generate
charges that must be
billed to the customer
based on both metered
consumption and other
user-defined calculation
factor.
Also, both metered
consumption and factor
that includes number of
units may be utilized in
billing.
Response Template C-203Page 290 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
8.0 Usage Management
A Yes Metering 8.0
A Yes Metering 8.0
Open Smartflex will
allow the Utility to
create and associate
specific business rules
for the analysis process
to each method of
usage variation. The
Utility is responsible for
the definition of these
behavior patterns during
the implementation of
the project.
A Yes Metering 8.0
A Yes Metering 8.0
A Yes Metering 8.0
Response Template C-204Page 291 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
8.0 Usage Management
A Yes Metering 8.0
G No
Open Smartflex allows
registering meter
readings in various types
of orders (e.g. start
service, stop service,
monthly reading).
However, the solution
does not display the
leading zeros.
A Yes Metering 8.0
A Yes Fraud prevention 8.0
The Non-technical losses
functionality associates
the unauthorized usage
at service level.
A Yes Metering 8.0
Response Template C-205Page 292 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
8.0 Usage Management
A Yes Metering 8.0
A Yes Sales and customer care 8.0
A Yes Metering 8.0
A Yes Metering 8.0
A Yes Metering 8.0
A Yes Metering 8.0
Response Template C-206Page 293 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
9.0 Inventory Management
Response Template C-207Page 294 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
9.0 Inventory Management
Yes Device and materials
management 8.0
Open Smartflex has the
mechanisms to load
meters and associated
characteristic en-masse
through a system API.
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Response Template C-208Page 295 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
9.0 Inventory Management
Yes Device and materials
management 8.0
Open Smartflex allows
the Utility to have
integration mechanisms
with external systems,
for instance ERP,
through APIs that are
used for the generation
of Web Services
(protocol SOAP V1,2 and
RESTful) that will be
consumed by other
systems. This
integration allows the
company to update the
information requested
such as meter
information.
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Response Template C-209Page 296 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
9.0 Inventory Management
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Open Smartflex can
storage serial number
for AMI-MDM devices
and programmable
electronic meters. These
devices can be
associated to each
service.
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Response Template C-210Page 297 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
9.0 Inventory Management
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Open Smartflex allows
the Utility to associate
any characteristics to
the device types and,
also, the system saves
meter reading sequence
number correlating the
premise additional
information to its
sequence on a route.
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Response Template C-211Page 298 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
9.0 Inventory Management
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Response Template C-212Page 299 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
9.0 Inventory Management
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Open Smartflex allows
the Utility to associate
any characteristics to
the device types and,
also, the system saves
meter reading sequence
number correlating the
premise additional
information to its
sequence on a route.
Response Template C-213Page 300 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
9.0 Inventory Management
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Response Template C-214Page 301 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
9.0 Inventory Management
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Response Template C-215Page 302 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
9.0 Inventory Management
Yes Device and materials
management 8.0
Open Smartflex
supports registering
meters, which ones
have a status that allows
users and processes to
identify its current
situation like a meter in
use, damaged meter or
meter in stock.
Yes Device and materials
management 8.0
Open Smartflex records
a unique item serial
number by all industries
within the same data
base.
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Response Template C-216Page 303 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
9.0 Inventory Management
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Sales and customer care 8.0
Yes Device and materials
management 8.0
Yes Framework 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Response Template C-217Page 304 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
9.0 Inventory Management
Yes Device and materials
management 8.0
Yes Maintenance 8.0
Yes Framework 8.0
Yes Field service
management 8.0
Yes Maintenance 8.0
The Utility has the
ability to create
maintenance activities
that allow for the
selection of a sample
population of meters
based on a variety of
criteria, e.g., purchase
year, manufacturer, etc.
Response Template C-218Page 305 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
9.0 Inventory Management
Yes Maintenance 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Open Smartflex allows
consulting the current
location of any non-
installed serial item. It
could be "in stock"
when it is ready for use
in any work order.
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Response Template C-219Page 306 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
9.0 Inventory Management
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
ERP systems are
responsible for
equipment warranty.
Yes Device and materials
management 8.0
Yes Network inventory 8.0
Equipment (item with a
serial number) can be
modeled as component
of the service if it is
necessary to support an
active service. In such
case, each installed
service is connected
with its equipment.
Response Template C-220Page 307 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
9.0 Inventory Management
Yes Network inventory 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Open Smartflex records
a unique item serial
number by all industries
within the same
database.
Yes Device and materials
management 8.0
Response Template C-221Page 308 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
9.0 Inventory Management
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Open Smartflex
Connector kit 8.0
Yes Open Smartflex
Connector kit 8.0
Response Template C-222Page 309 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
9.0 Inventory Management
Yes Open Smartflex
Connector kit 8.0
Open Smartflex provides
the Utility an integration
mechanism with
external systems
through API’s to import
equipment and other
assets.
Response Template C-223Page 310 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
9.0 Inventory Management
Yes Device and materials
management 8.0
OpenSmartflex provides
a network inventory
configurator that allows
the Utility to define the
network devices, to
create an inventory of
them and to establish
links between them.
Additionally, the
systems allow the Utility
to define devices and
materials to which the
system manage its
attributes, inventory
status, and allocation.
Yes Device and materials
management 8.0
Response Template C-224Page 311 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
9.0 Inventory Management
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Device and materials
management 8.0
Yes Network inventory 8.0
Response Template C-225Page 312 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
System Requirements
System provides the ability to upload / download service orders
and associated information into PDA, Laptops, or like devices. A Yes Field service
management 8.0
Open Smartflex web
provides online access
to order management
module in order to view
and manage all orders
using any device with
internet connection as
long as the technical
requirements
established by Open
International are met.
Moreover, the Utility
may generate a flat file
with orders information
in order to upload it in
other devices.
10.0 Service Order Management
Response Template C-226Page 313 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System will provide for order status. Order status will include:
printed (released), canceled (not worked), closed (completed),
pending/open, issued (assigned) and user defined.
A Yes Field service
management 8.0
Open International
delivers the order
statuses as Product
Basic Data without
modification by the
Utility.
However, Open
Smartflex currently
support equivalent
statuses:
released = registered
canceled = canceled
closed = closed
pending = blocked
assigned = assigned
allowing a complete
management during the
entire order life cycle.
System will provide the ability to apply a Hold (Pending further
action or information) status to the order. A Yes Field service
management 8.0
Response Template C-227Page 314 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
For Service orders, the system to provide the ability to:
capture, issue, change/edit, cancel, print and complete.A Yes Field service
management 8.0
Open Smartflex has the
ability to capture, issue,
cancel, print and
complete work orders.
To modify work orders,
the system allows the
user to change their
activities (after orders
are generated), if they
were not performed; or
including additional jobs
by work units in the
closing process.
Moreover, Open
Smartflex allows the
Utility to change the
assigned work units
(who perform jobs),
also.
Response Template C-228Page 315 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System will provide the ability to copy/duplicate an order A Yes Field service
management 8.0
Open Smartflex
generates work orders
with the activities
required by the Utility
based on the
characteristics included
in the customer
requests. Those
activities are created
according to the
components and
alternatives of the
requested service so
that all orders that come
from requests with the
same characteristics
have the same tasks.
System to provide the ability to support an electronic work
queue. A Yes Back-office workforce
management 8.0
System routes the orders based on the physical location,
device, etc.A Yes Field service
management 8.0
Open Smartflex provides
the ability to route the
work orders according
to physical location in
order to optimize the
work units’ travel time.
Response Template C-229Page 316 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System to identify work initiated and/or completed in the field.A Yes Field service
management 8.0
System to allow for a single service order to accommodate
multiple actions for a single service (example: Meter change out
would be a remove and install).
A Yes Field service
management 8.0
System will allow for a single order to address a single
service/product only.A Yes Field service
management 8.0
System to provide the ability to create, display, and maintain
automated agreements with landlords to revert selected
services and not others at a single premise.
A Yes Sales and customer care 8.0
System to provide the ability to create, display, and maintain
automated agreements with landlords to revert selected
services and not others at multiple premises (apartment
complex).
A Yes Sales and customer care 8.0
Service orders made in error, prior to completion, can be
reversed on-line, which also reverses any actions taken as a
result of the service order creation.
A Yes Field service
management 8.0
System to allow emergency service orders to be differentiated
from normal day to day service orders by a unique identifier. A Yes Field service
management 8.0
System provides the ability to default multiple charges based on
the type of service order and various options selected (i.e. Turn-
on fee plus additional same-day fee).
A Yes Field service
management 8.0
The Utility may define
standard charges to be
associated with certain
types of service order.
System provides the ability to manually enter or override a
charge on a service order. A Yes Billing 8.0
Response Template C-230Page 317 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System provides the ability to automatically generate unique,
and/or sequential service order numbers.A Yes Field service
management 8.0
System provides the ability to define service order information
codes and descriptions including: status codes, employee ID
(worker code), resolution codes, cause codes, priority and user
defined.
A Yes Field service
management 8.0
System provides the ability to create a turn-off order for a
pending turn-on order as a single step for the same customer
and services.
A Yes Field service
management 8.0
Response Template C-231Page 318 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System supports automated work load balancing at a group and
individual level. A Yes Field service
management 8.0
Work load balancing is
automatically
performed by the field
order assignment
process taking into
consideration the
coefficient between the
total estimated hours of
the field orders and the
total capacity of
available work units.
After that, field orders
are assigned to each
work unit proportionally
according to their actual
capacity level.
Note: this algorithm
only applies for work
units classified as
"capacity".
Response Template C-232Page 319 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System to provide on-line manual rescheduling of service orders
by service area based upon date requested, staffing levels, and
order of priority.
A Yes Field service
management 8.0
Open Smartflex will
allow the Utility to
change a scheduled
appointment to a new
date and time agreed
with the customer,
considering work unit
availability and
displaying the scheduled
date, order priority and
the additional
information associated
with the work order.
Service Order Validation
Response Template C-233Page 320 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System will validate the inventoried meter and update the
meter multiplier for the installed meter if necessary with
override.
A Yes Field service
management 8.0
Open Smartflex ships
with predefined sets of
fields to be populated
during order closing.
The system also allows
creation of compliance
and non-compliance
fields (e.g. new meter
multiplier) to be filled
up by technicians
depending on the result
of order execution. With
this information the
user can update the
meter multiplier if
necessary.
Response Template C-234Page 321 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System provides notification if an order already exists for the
same premise and service.A Yes Field service
management 8.0
When two or more
orders are placed at the
same premise, Open
Smartflex is able to
combine them into a
single order according to
the activities and the
grouping criteria defined
by the Utility. However,
the Utility can define
notifications for orders
generated at premises
where prior orders
already exist, but they
will be issued for all
cases.
Response Template C-235Page 322 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System provides the ability to require user-defined fields to be
populated prior to the service order being created or completed.A Yes Field service
management 8.0
Open Smartflex ships
with predefined sets of
fields to be populated
during order closing.
The system also allows
creation of compliance
and non-compliance
fields (or attributes) to
be filled up by
technicians depending
on the result of order
execution. Furthermore,
Open Smartflex offers
the ability to attach
custom data queries to
activities in order to
provide technicians with
additional information
related to their assigned
work orders.
System to provide the ability to validate both the customer and
premise exists within the system before a service order is
produced.
A Yes Field service
management 8.0
Response Template C-236Page 323 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System validates that there are not two connect orders being
placed at the same premise and service for the same customer. A Yes Field service
management 8.0
When two or more
orders are placed at the
same premise, Open
Smartflex is able to
combine them into an
only order according to
the activities and the
grouping criteria defined
by the utility, optimizing
the workforce.
Response Template C-237Page 324 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System validates that there are not two connect orders being
placed at the same premise and service for the same customer,
and provides the ability for a user to override.
A Yes Field service
management 8.0
When two or more
orders are placed at the
same premise, Open
Smartflex is able to
combine them into an
only order according to
the activities and the
grouping criteria defined
by the utility. If there
are two orders after the
previous validation
process, users can
override any order
manually.
System will review credit history and prompt/alert cut-off-
allowed flag prior to accepting a disconnect for non-pay service
order, but allowing user override. (Promise to pay account,
vouchers, etc.)
A Yes Field service
management 8.0
Response Template C-238Page 325 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System to provide the ability to override the system defined
restrictions on the number of orders allotted for a specific time
frame.
A Yes Field service
management 8.0
Open Smartflex allows
modification of the
dispatch block time,
reorganizing the
estimated execution
time of work orders
according to work unit
availability. Selected
time blocks can be
decrease or increase in
order to manage the
schedule using Gantt
chart.
System provides the ability to produce an alert if the time slot
has been filled with a manual override. A Yes Field service
management 8.0
System provides selected types of orders to have a required
user-defined time slot with manual override. A Yes Field service
management 8.0
Open Smartflex allows
dispatchers to modify
the execution time of
work orders included in
the schedule. By using
execution time
modification,
dispatchers are able to
add the needed time to
perform jobs included in
orders.
Response Template C-239Page 326 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System provides for the ability to restrict the scheduling of
orders based on limits and a calendar that takes into
consideration holidays, weekend, etc. with manual override.
A Yes Field service
management 8.0
System provides the ability to notify that there is a dependent
order being canceled. A Yes Field service
management 8.0
System provides the ability to validate that the service exists or
is available at the premise.A Yes Field service
management 8.0
System will validate the meter readings against the number of
dials.A Yes Field service
management 8.0
System will validate service order readings against the standard
hi-low criteria used for in meter reading and other system edits.A Yes Field service
management 8.0
System provides the ability to validate that a scheduled date is
a current or future date, not a past date and allows for user
override.
A Yes Field service
management 8.0
Response Template C-240Page 327 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System provides the ability to validate that the date can only be
scheduled within a user-defined date range (future and past
dates).
A Yes Field service
management 8.0
Open Smartflex delivers
schedule types as
Product Basic Data
without modification by
the Utility. However,
those schedule types
allow the user to
program appointments
with customers in a
specific date, using day
range, time slot range,
approximated time, and
fixed time according to
the utility’s needs.
Service Order Initiation
System provides the ability to initiate service orders by batch
from an external file.A Yes Field service
management 8.0
System will provide the ability to either create a service order in
groups or by individual order, based on a set of user-defined
parameters (e.g., route, meter sequence, service type, etc.).
A Yes Field service
management 8.0
System to provide the ability to initiate a service order in the
field to be entered via electronic device. A Yes Field service
management 8.0
System to provide the ability to initiate and complete a service
order in the field via electronic device.A Yes Field service
management 8.0
Response Template C-241Page 328 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System to provide the ability to create and distribute service
orders that are initiated by trouble codes identified within the
meter reading handheld device upload.
A Yes Field service
management 8.0
System to provide the ability to create and distribute service
orders that are initiated by trouble codes identified within the
meter reading handheld device upload into a online work queue
with manual overrides.
A Yes Field service
management 8.0
Electronic device (mobile device) retains and sync's the
information that has been captured on the system in the event
of communication disruption.
A Yes Field service
management 8.0
System will provide the ability to issue a same day order. A Yes Field service
management 8.0
Open Smartflex will
allow the Utility to
manually assign orders
immediately after they
have been created
whether there is work
unit availability.
Moreover, automatic
assignment processes
can be programmed in
order to assign orders as
soon as orders are
generated.
Response Template C-242Page 329 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System has the ability to initiate the following types of service
orders, including:
a) Turn On / Off
1) Repair
2) Temporary Service
3) Seasonal
4) Non-Pay (delinquent) cut
6) Miscellaneous turn-off
b) Meter Test
c) Close Out (delinquent turn-off) for multiple meters
d) Set Meter
e) Pull Meter
f) Repair and Replace Equipment
g) New Service Install Equipment
h) Request Service Level Change (different equipment)
i) Reread
j) Unlimited
k) Undefined
A Yes Field service
management 8.0
System to provide the ability to initiate service orders
automatically based on specific circumstances (e.g., turn on
after delinquent off and payment met) with manual override(s).
A Yes Field service
management 8.0
System has the ability to prioritize the issuing of service orders
by the following: dollar amount past due, duration of time,
maximum quantity, service type, geographic area (i.e. ward,
zone, APN, service area #, X/Y, etc.), any combination of the
above, and user defined.
C Yes Field service
management 8.0
Response Template C-243Page 330 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System provides the ability for on-line initiation of field order
investigations for the following: high and low bill investigation,
unauthorized usage/diversion/idle investigation, stopped meter,
check or locate meter, and user defined.
A Yes Field service
management 8.0
System to provide the ability to initiate an unmetered service
order on-line for user-defined reasons.A Yes Field service
management 8.0
System provides the ability to hold an order until related orders
have been completed for the same location. A Yes Field service
management 8.0
If there is an on order and an off order issued for the same
premise and service for the same day, the system will
automatically print, distribute and complete the off order and
the on order with the "read only" read
A Yes Field service
management 8.0
System to provide the ability to initiate and complete a service
order after the work has been completed. A Yes Field service
management 8.0
The Utility is able to
perform jobs without
work orders and
generate them after the
activities were
completed. Open
Smartflex allows
creation of orders
manually for any work
type and execute the
closing process in order
to include devices and
materials used in the
performed activities.
Response Template C-244Page 331 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System provides the ability to generate a report of potential
service orders based on related codes.A Yes Field service
management 8.0
System to provide the ability to select accounts that have a
service off for delinquent for more than a specified period of
time, and generate a service order to close out (cut off) any
other active services.
A Yes Field service
management 8.0
Open Smartflex has the
ability to manage from a
same account the
services and the deposit
balances. For that
reason, Open Smartflex
is able to select accounts
that have a receivable of
a deposit for more than
a specified period and
generate a service order
to close out the services
of these accounts. In
that case, it is not
necessary to close out
any other active service.
System to provide the ability to select accounts that have a
service off for delinquent for more than a specified period of
time, and generate a service order to follow up on the account
until paid or vacated (verify that the service is off).
A Yes Field service
management 8.0
Response Template C-245Page 332 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System provides the ability to automatically generate a service
order for turn-ons and installs as a result of processing an
online web-based application for new service - that may or may
not be processed through an online work queue.
A Yes Field service
management 8.0
System provides the ability to automatically generate a service
order based on system events (fails system high/low
validations, negative consumption, etc.) with override.
A Yes Field service
management 8.0
System provides the ability to capture customer contacts and
notes that the CSR has taken and import onto the service order. A Yes Field service
management 8.0
Open Smartflex provides
the ability to add
comments to orders in
any status by CSR.
Moreover, the Utility is
able to include
additional information
associated with the
customer, defining a
query to activity level in
order to extract data
required.
System provides the ability to automatically generate a order
that can be sent to the MDM system for a turn on/off order. A Yes Field service
management 8.0
Service Order Distribution
Response Template C-246Page 333 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System will provide the ability to define where a specific order
should be printed/and or sent based on user-defined codes. A Yes Field service
management 8.0
Open Smartflex will
allow the Utility to print
any work order, in any
status, based on the
format configured, using
print templates defined
previously. Moreover,
the generated work
orders can be assign to
the work units according
to their skills, capacity
and availability to
perform the given jobs.
Response Template C-247Page 334 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System provides the ability, during creation, to override the
default print/distribution location of a service order.A Yes Field service
management 8.0
Work orders that belong
to a specific operating
area within a location
are usually assigned to
work units who are able
to perform jobs in the
same sector according
to the operating rules
defined by the Utility.
However, if the current
workload overcomes the
available workforce in a
specific sector, Open
Smartflex provides the
ability to assign orders
to units who work in a
different operational
area.
Response Template C-248Page 335 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System provides for reprint/redistribution of a service order to
the same or different location.A Yes Field service
management 8.0
If the current workload
overcomes the available
workforce in a specific
sector for any reason,
Open Smartflex provides
the ability to assign
orders to units who
work in a different
operational area.
System to support the functionality of emailing orders. A Yes System tools 8.0
Open Smartflex allows
the service provider to
send notifications (email
and SMS) based on the
status changes of orders
for the purpose of alert
customers or company's
employees.
System to provide the ability to distribute service orders
immediately upon creation.A Yes Field service
management 8.0
System to provide the ability to print service orders immediately
upon creation.A Yes Field service
management 8.0
Response Template C-249Page 336 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System to provide the ability to print/distribute service orders in
batch mode based upon user-defined parameters.A Yes Field service
management 8.0
System to provide the ability to sort based upon user-defined
parameters which would include: geographic area (i.e. route,
zone, APN, service area #, X/Y, and user defined.
A Yes Field service
management 8.0
System to provide the ability to automatically route service
orders to pre-defined areas such as dispatch and remote service
centers based upon information such as type of order, type of
service, etc.
A Yes Field service
management 8.0
Response Template C-250Page 337 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System to provide printed/generated service order information
that is user-defined and may contain all or some of the
following:
a) Order Number
b) Scheduled Date
c) Order Status
d) Customer Name
e) Account Number
f) Premise Address
g) Route Number
h) Service Area
i) Third Party Information
j) Order Type or Code
k) Special Conditions (dangerous animals, locked gate,
dangerous area, etc.)
l) Area for Hand Written Remarks
m) User Defined Areas
n) Credit History
o) Geographic Area (i.e., route, zone, APN, service area #, X/Y,
etc.)
p) Special Condition Code(s) that require additional
investigation and discussion with customer prior to service turn-
on/off and/or cut-in/off, etc. (e.g., customer must be home
before a turn-on.)
q) Created By
C Yes Field service
management 8.0
All work orders in Open
Smartflex are
created/generated with
a set of attributes
including order number,
scheduled date, order
status, premise address,
route number,
sequence, and order
type (task type).
However, Open
International predefines
these attributes and
there is no possibility to
exclude them from the
work order information.
System to allow each service order to have different format and
related information.A Yes Field service
management 8.0
Response Template C-251Page 338 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System will allow for the creation of a service order, for up to 4
services, that can be printed/contained on a single 8"x11"
printed page.
A Yes Field service
management 8.0
Open Smartflex allows
the Utility to print every
work order, in any
status, based on the
format configured
previously, using print
templates defined by
the utility.
This also applies to the
next item (below).
System will allow for the creation of a service order, for each
individual service, that can be printed/contained on a single
8"x11" printed page.
A Yes Field service
management 8.0
Service Order Modification/Change
Response Template C-252Page 339 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System to provide the ability to change the order status of any
order for any user-defined reasons (e.g., payment
arrangements, payment made, etc.).
A Yes Payment and Debt
collection 8.0
Open Smartflex has the
ability to cancel
disconnection work
orders automatically
when the customer
reaches a payment
agreement or makes a
payment.
In addition to that, the
system allows the
definition of
optimization activities
that cancel out
complementary jobs
under certain conditions
(e.g. connection and
disconnection jobs on
the same premise).
Response Template C-253Page 340 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System to provide the ability to change the order type of any
order for any user-defined reason.A Yes Field service
management 8.0
After work orders are
issued, current activities
can be removed or new
activities can be
included in the closing
process due to jobs that
were not considered at
the beginning but were
performed. However,
there is no possibility to
change the task type.
System to provide the ability to reschedule orders which have
not been worked.A Yes Field service
management 8.0
System to provide the ability to modify an uncompleted service
order on-line.A Yes Field service
management 8.0
System provides the ability to add additional charges in addition
to the default charge. A Yes Billing 8.0
After work orders are
closed and activities and
devices are billed, new
charges can be included
using billing notes.
System provides the ability to remove or change the default
charge. A Yes Billing 8.0
Response Template C-254Page 341 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System provides the ability to modify specific areas of a service
order (notes) if a service order has been completed or canceled. A Yes Field service
management 8.0
Open Smartflex will
allow the Utility to add
comments to orders,
regardless of current
status.
Service Order Completion
System to provide the ability for the final read to be used as the
start read (for a forced off or final off for same day).A Yes Metering 8.0
System to provide the ability to cancel orders resulting in any
associated orders being canceled.A Yes Sales and customer care 8.0
Open Smartflex
automatically cancel all
related orders when the
request that generated
them is canceled.
Response Template C-255Page 342 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System to allow for the completion of a turn-on order for an
active account and / or service will force the previous account
off if it is active.
A Yes Sales and customer care 8.0
Open Smartflex will
allow the Utility to
receive service transfer
requests and manage
the products associated
with the premises given
by customer. On the
transfer request, the
service in the current
premise is stopped and
the service on the new
premise is activated in a
single transaction.
In the event of a cancel of a service order, in a multi-service
order environment, the system will allow for any individual or all
associated orders to be worked - without affecting the other.
A Yes Field service
management 8.0
System to provide the ability to input the completion
information in a single entry screen.A Yes Field service
management 8.0
System to allow for service order completion screens that are
tailorable to the type of service order.A Yes Field service
management 8.0
System allows for the mass cancel or completion of service
orders that can be selected and modified by any combination of
the following: order number, scheduled date, order type, order
status, by employee ID and created by.
C Yes Field service
management 8.0
Response Template C-256Page 343 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System to, by completing the service order, change the account
status automatically. A Yes Field service
management 8.0
System to, by completing the service order, capture the date
services were completed.A Yes Field service
management 8.0
System to, by completing the service order, capture the date
the work was completed.A Yes Field service
management 8.0
System to, by completing the service order, capture the user
ID.A Yes Field service
management 8.0
System provides the ability to complete service orders by batch
from an external file.A Yes Field service
management 8.0
System can be user configured to specify action(s) taken on a
service order including: turn on, turn off, replace, remove, cut
off, abandon/found meter, read only, reseal, appointment and
user defined.
A Yes Field service
management 8.0
System provides the ability for multiple actions to take place
with a single order. A Yes Field service
management 8.0
System, based upon the actions specified, will validate all
necessary associated fields of any single and/or multi-action
order and the ability to manually override.
A Yes Field service
management 8.0
Response Template C-257Page 344 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System provides the ability to update account, premise, and/or
service information upon completion of a service order
including:
a) Service Status
b) Premise Number
c) Replacement Meter Number and Type
d) Current and Replacement Meter Reading(s)
e) Meter Test Results [As found and as left]
f) AMI-MDM Unit Number(s) and other related Equipment
g) Service Level
h) Meter / Equipment Location Code
i) Associated Services
j) Meter / Equipment Status
k) Resolution Code (replaced, pulled, etc.)
l) Electric Meter Multipliers
m) Number of Units (poles, amplifier, lights, etc.)
n) user defined
A Yes Field service
management 8.0
Open Smartflex allows
creating additional
attributes to capture the
premise/service related
information when a
work order is been
executed.
In addition, Open
Smartflex allows
configuring the
automatically
generation of new back-
office orders based on
the resolution of the
initial order as defined
by the Utility (e.g. a new
order to change the
billing rate). The person
in back-office is
responsible for manually
register the requests on
these new orders.
On the other hand, after
installation/termination
orders are performed,
Open Smartflex
Response Template C-258Page 345 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System provides the ability to establish the default service
status action when an order is initiated. For example, electric
new service would default to be active.
A Yes Field service
management 8.0
System provides the ability to override the default service
status action when an order is completed.A Yes Payment and debt
collection 8.0
Disconnection and
reconnection workflows
update the status of the
services once the
disconnection or
reconnection orders
have been completed.
System to allow for the completion of metered service orders
that can initiate the action and start dates with non-metered
services (e.g., completion of new service electric could default
outdoor lighting to start billing n days in the future).
A Yes Field service
management 8.0
System provides the ability for the completion of one type of
order to automatically initiate another type of order or process.A Yes Field service
management 8.0
System will allow for a meter / equipment to be removed
without a replacement. A Yes Field service
management 8.0
System to allow for meter / equipment readings and/or register
number, and/or AMI-MDM related number(s) to automatically
be updated as a result of a meter exchange service order.
A Yes Field service
management 8.0
Response Template C-259Page 346 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System to allow meter / equipment readings and numbers to
automatically be updated as a result of an exchange service
order.
A Yes Field service
management 8.0
System has the ability to have customers sign off on work
preformed at their premise.A Yes Field service
management 8.0
System provides the ability to automatically close a group of
orders based on data that has been received. (an Example:
MDM has send the final reads from a finaled account)
A Yes Field service
management 8.0
Service Order Display
System will provide the ability to select and view on-line service
orders including any combination of the following:
a) Order Status
b) Order Type
c) Person or Department or District Office assigned to
d) Range of Dates
e) Range of Order Numbers
f) Scheduled Date
g) Customer Name
h) Account Number
i) Premise Address or Number
j) Route Number
k) Service Area
l) Closed - no action taken or required
m) Customer Class
n) When it was printed and/or reprinted and by whom- issued
o) User-defined
A Yes Field service
management 8.0
Response Template C-260Page 347 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
10.0 Service Order Management
System to provide support for tracking person / crew
assignments/dispatching of service orders.A Yes Field service
management 8.0
System to provide the ability to view on-line existing workload
and the next available time an order can be scheduled.A Yes Field service
management 8.0
System to provide the ability to inquiry or report against all
orders that were not started or completed by a certain time.A Yes Field service
management 8.0
System will maintain on-line history of canceled service orders
that including the following: reason for cancellation, who
canceled the service order and date the service order was
canceled.
A Yes Field service
management 8.0
System will maintain the history of all service orders until
purged / archived. A Yes Field service
management 8.0
System to provide the ability to view and sort on-line all service
orders for the customer account and / or service address.A Yes Field service
management 8.0
System allows for a view of service order history as related to:
premise, service and customer.A Yes Framework 8.0
System allows for a view of service order history as related to:
Meter / Equipment, Account, Utility Worker, Work Group/Crew
and Service Order Type.
A Yes Field service
management 8.0
System to allow the meter multiplier to be tied to the service
and not the meter (electric only).G No
Response Template C-261Page 348 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
System Requirements
System provides the ability to process transactions through the
use of a cash drawer or cash box.A Yes Payment and debt
collection 8.0
System allows for account balances to be used to calculate
change for the payment transaction.A Yes Payment and debt
collection 8.0
System provides the ability to print a customer receipt based on
a user-defined format.A Yes Payment and debt
collection 8.0
System provides the ability to view a pending payment which
has not yet been disbursed/posted. A Yes Payment and debt
collection 8.0
Open Smartflex displays
payment information for
received payments
whether the payments
are disbursed and
posted or not.
System has the ability to accept a payment and apply it to
multiple accounts. A Yes Payment and debt
collection 8.0
System has the ability to accept a single payment for a master
account and auto-distribute across all sub accounts. A Yes Payment and debt
collection 8.0
System provides the ability to recognize payments received on
an account that has transferred by automatically posting the
payment to the account where the balance was transferred with
an audit trail.
A Yes Payment and debt
collection 8.0
System provides the ability to apply a payment for a specific
outstanding receivable (oldest arrears, deposit, returned check,
etc.).
A Yes Payment and debt
collection 8.0
11.0 Cashiering Management
Response Template C-262Page 349 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
11.0 Cashiering Management
System provides the ability to apply a payment through a user-
defined hierarchy (i.e., age, type of service, type of charge/fee,
percentage of bill, etc. and any combination of the above).
B Yes Payment and debt
collection 8.0
System provides the ability to allow the CLIENT user, to specify
which outstanding receivable is paid, overriding defined rules. A Yes Payment and debt
collection 8.0
System has the ability to hold an overpayment and apply to the
next bill. A Yes Payment and debt
collection 8.0
System provides the ability to post a batch of payments at any
time during the day, such as payments received in the mail and
processed via remittance processor.
A Yes Payment and debt
collection 8.0
System provides the ability to accept a payment from a 3rd
party, centralized, cashiering module.A Yes Payment and debt
collection 8.0
System provides the ability to send information regarding
customer, payments, balances and due dates to 3rd party,
centralized, cashiering module.
A Yes Payment and debt
collection 8.0
System provides the ability to create a daily ACH file for
recurring payments to be transmitted to the bank.A Yes System tools 8.0
Response Template C-263Page 350 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
11.0 Cashiering Management
System provides the ability to post cash payments online, real
time, with integration to applicable service orders in progress.
Payment must be at least the minimum amount due to affect
the service order, with a manual override.
A Yes Payment and debt
collection 8.0
Open Smartflex
automatically cancels
disconnection requests
and orders upon a
service when the
minimum payment
required to avoid
disconnection is
received; field
technicians can see the
updated status of their
assigned work orders in
real time through their
mobile devices.
System provides the ability to accept multiple types of currency
within one transaction. A Yes Payment and debt
collection 8.0
System provides the ability accommodate remote pay stations. A Yes Payment and debt
collection 8.0
System provides the ability to identify location of transaction. A Yes Payment and debt
collection 8.0
System provides the ability to post monies paid by customer or
non-customer.A Yes Payment and debt
collection 8.0
Response Template C-264Page 351 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
11.0 Cashiering Management
System provides the ability to display special account status
that includesCash Only/No Checks and Shut-Off. A Yes Payment and debt
collection 8.0
When a check or credit
card transaction is
returned, Open
Smartflex has the ability
to create a restriction
upon the account in
order to deny payments
with the same method
for a user-defined
number of months.
Furthermore, Open
Smartflex stores and
updates the status of
services that have been
shut-off. Service status
can be viewed on
customer care screen.
System provides the ability to accept payment and process the
associated G/L transactions for the following city-wide services,
including but not limited to:
A Yes Payment and debt
collection 8.0
Response Template C-265Page 352 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
11.0 Cashiering Management
System will have the ability to reverse original transaction,
payment history, transaction date, etc. and post expense to the
original department/GL chart of accounts. This requirement is
defined as city-wide - not limited to only CIS-related
transactions (see above types of payment transactions).
A Yes Payment and debt
collection 8.0
System provides the ability to accept and track any method of
payment, such as Cash, Check, Credit Card/type of Card (i.e.
Visa, MC, Discover, etc.), Money Order, Travelers Check, and
Cashier Check.
A Yes Payment and debt
collection 8.0
System provides the ability to accept and track any origin of
payment, such as Walk-In, Phone, Mail, Electronic Commerce
(bank draft, EFT, etc.), Night Draft Payments, and or Internet
Payments.
A Yes Payment and debt
collection 8.0
Open Smartflex allows
the Utility to accept and
track payments received
from external payment
platforms using system
integration. The external
system must provide
information of the
payment agency branch.
System provides the ability to view payment distributions
online.B Yes Payment and debt
collection 8.0
Response Template C-266Page 353 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
11.0 Cashiering Management
System provides the ability to reverse a previous payment
distribution and re-apply the payment differently to a single
payment or batch. This is to include a complete audit trail of all
transactions.A Yes Payment and debt
collection 8.0
Open Smartflex will
allow the Utility to
cancel a previous
payment and register a
new payment with the
same amount but
applied upon a different
service.
System provides the ability to receipt multiple account stubs but
only one check (i.e., a trailer park paying multiple accounts but
with only one check). The system must provide a method to
correct payments as needed, without having to delete the entire
entry and re-enter all of the account information again from the
beginning.
A Yes Payment and debt
collection 8.0
System provides the ability to post payments and/or
adjustments to account balances which have previously been
written-off.
A Yes Payment and debt
collection 8.0
System provides the ability to allow for payment to be posted to
a customer that is not yet associated with a premises, i.e.
construction deposits, tap fees, etc.
A Yes Payment and debt
collection 8.0
System provides the ability to allow for instant review of
payment transaction history for at least 84 months. A Yes Framework 8.0
System provides the ability to assign unique numbers to each
transaction.A Yes Payment and debt
collection 8.0
System provides the ability for a 3rd-Party payment application
to pass the transaction number.A Yes Payment and debt
collection 8.0
Response Template C-267Page 354 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
11.0 Cashiering Management
System will automatically generate a delinquent reconnect order
when the minimum required payment is received, with the
ability for the user to cancel, if needed.
A Yes Payment and debt
collection 8.0
Open Smartflex initiates
a reconnection
workflow when an
account's balance meets
certain conditions after
a payment is received.
The reconnection
workflow can be
cancelled according to
the company needs.
System provides the ability to set parameters for minimum
required payments, with CSR override for any amount.A Yes Payment and debt
collection 8.0
Open Smartflex provides
the ability to set a global
parameter to determine
the minimum required
debt in order to
generate disconnection
orders. In cases where
exceptions need to be
made, CRSs can exclude
accounts from collection
process to prevent
service disconnection.
Response Template C-268Page 355 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
11.0 Cashiering Management
System provides the ability to prevent an order being printed
for a disconnect, if the deposit amount is greater than aged
balance.
A Yes Payment and debt
collection 8.0
System provides the ability for payments made at a pay-station
to be totaled by pay station, along with the total number of
payments made at the pay station, and generate the
information that goes to the revolving fund for payment to the
pay station.
A Yes Payment and debt
collection 8.0
Open Smartflex allows
users to balance out
cash registers and
generate reconciliation
reports with the
information about
payments received
during the turn.
System provides date, time, and user ID stamp for posted
transactions.A Yes Payment and debt
collection 8.0
System provides the ability for the payment to be voided prior
to disbursement/posting, but with an audit trail.A Yes Payment and debt
collection 8.0
Response Template C-269Page 356 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
11.0 Cashiering Management
System will display write off amounts on-screen and post
payments to prior-year and current-year write-off general
ledger accounts.
A Yes Payment and Debt
collection 8.0
Open Smartflex will
include the amounts
that correspond to the
correction of payments
to prior-year in the
results of the period in
which they were
warned, then they will
be informed to ERP, A/P
or A/R based on the
established integration.
Also, when a payment is
made to a write-off
invoice, the system
reactivates the client's
accounts receivables
and applies the paid
amount.
System provides the ability to suspend payments processed
against invalid accounts for customers and to hold the amount
paid until they can be researched and applied (Suspense
account concept).
A Yes Payment and debt
collection 8.0
Response Template C-270Page 357 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
11.0 Cashiering Management
System provides the following types of actions: Generations of
OCR Line, Bar Code, and Receipt validation that includes, Date,
Station ID and User ID, Time, Account Number (Cust/Prem) and
Dollor amount of payment.
A Yes Payment and debt
collection 8.0
System OCR line that is generated must include Utility
Identifier, Utility Account Number, Amount and 2 Check Digits
(one for account and one for amount).
A Yes Payment and debt
collection 8.0
Primary Cashiering Screen Criteria
System provides the ability to display payment information on
primary cashier screen.A Yes Payment and debt
collection 8.0
System provides the ability to display amounts due and due
dates on primary cashier screen.A Yes Payment and debt
collection 8.0
System to provide the ability to display current/past due
amount breakdown.A Yes Payment and debt
collection 8.0
System provides the ability to display certain customer
information on primary cashier screen.A Yes Payment and debt
collection 8.0
System provides the ability to display account information on
primary cashier screen.A Yes Payment and debt
collection 8.0
System provides the ability to display premises information on
primary CSR screen.A Yes Sales and customer care 8.0
System provides the ability to display limited product / service
information on primary cashier screen.A Yes Payment and debt
collection 8.0
Response Template C-271Page 358 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
11.0 Cashiering Management
System provides the ability to display credit history information
on primary cashier screen.A Yes Sales and customer care 8.0
Open Smartflex displays
credit history
information of
customers, accounts
and services. That
information is made
available on collection
management screens.
System provides the ability to display limited billing information
on primary cashier screen.A Yes Sales and customer care 8.0
The Utility may need to
grant cashiers access to
customer care screen
for them to be able to
consult customers'
billing information.
System provides the ability to access detailed payment
information from the primary cashier screen.A Yes Payment and debt
collection 8.0
Non-Sufficient Funds Processing
System provides the ability to display information like previous
NSF Checks - Cash Only status, Meter disconnections, late
penalties, etc., when entering payments.
A Yes Payment and debt
collection 8.0
System will provide for batch or online processing of returned
checks.A Yes Payment and debt
collection 8.0
System will provide the ability to apply a return check fee when
a returned check is processed.A Yes Payment and debt
collection 8.0
Response Template C-272Page 359 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
11.0 Cashiering Management
System provides the ability to automatically generate letters for
returned checks / NSF's processed. The system will
automatically place the customer in the proper delinquency tract
(where they were when the check was presented or where they
are now).
A Yes Payment and debt
collection 8.0
Open Smartflex allows
the Utility to manually
create novelties
associated with
returned checks (NSF’s),
to reactivate the debt
and charge penalties. In
addition, it is possible to
create an e-mail
notification to alert the
customer about the
situation, however, it is
required to add the
ability to generate
letters based on
returned checks.
Response Template C-273Page 360 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
11.0 Cashiering Management
System provides the ability to request a group of letters for
returned checks / NSF's processed.B Yes Payment and debt
collection 8.0
Open Smartflex allows
the Utility to manually
create novelties
associated with
returned checks (NSF’s),
to reactivate the debt
and charge penalties. In
addition, it is possible to
create an e-mail
notification to alert the
customer about the
situation, however, it is
required to add the
ability to generate
letters based on
returned checks.
System provides the ability to automatically update credit
history with returned checks / NSF check data.A Yes Payment and debt
collection 8.0
Reconciliation
System provides the ability to provide end-of-day balance
information to include the following, but not limited to: Number
of Checks Received, Total Cash, Total Credit Cards including
type, Total Stubs by Transaction Type, Total Transactions,
Amount Received, and Payments Voided, if applicable.
A Yes Payment and debt
collection 8.0
Response Template C-274Page 361 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
11.0 Cashiering Management
System provides the ability to process auto-check functionality,
i.e., processing debit card or Check 21 payments.
A Yes Payment and debt
collection 8.0
System provides a mechanism to ensure receipts are processed
against the correct chart of account numbers in the accounting
system.
A Yes Financial interface 8.0
System provides that the Accounts Receivable balances can be
updated from the receipts / file. This process updates account
balances and creates an automated journal for the Accounting
application.
A Yes Financial interface 8.0
System provides the ability to purge receipt transactions from
the Cash Receipts system, based upon user-defined
parameters.
A Yes System tools 8.0
System provides the ability to process end-of-day, drawer close-
outs, with a listing of fields by dollar amount, to quickly count
cash.
A Yes Payment and debt
collection 8.0
System allows cash drawer processing and cash reconciliation
for each cashier.A Yes Payment and debt
collection 8.0
System allows a cashier to balance their own drawer at any
time during the day.A Yes Payment and debt
collection 8.0
System allows for the ability to search or "find a payment" by
amount, date, payment type, check number and cashier.
A Yes Payment and debt
collection 8.0
Late Penalties
System provides the ability to handle full or partial payment for
any category of receivables and to take partial payment into
consideration for late penalty calculation.
A Yes Payment and debt
collection 8.0
Response Template C-275Page 362 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
11.0 Cashiering Management
System provides the ability to reverse a late payment fee /
penalty one-time, at time of payment, based on utility's
regulations.
A Yes Billing 8.0
Open Smartflex allows
creation of billing notes
to modify the value of
specific charges in a
customer's debt.
ScannerSystem provides the ability to use a plug-and-play, handheld
OCR scanner, barcode reader, or other industry-standard device
for automated payment receipt, when payment is submitted
with return portion of the bill print.
A Yes Payment and debt
collection 8.0
System provides the ability to automatically populate the
following fields in the cashiering batch, upon scanning the stub
to include the following: Account Number, Customer Name,
Premise Address, Defaulted Amount Due (which can easily be
overwritten to match the amount of, if different from amount
due), and Sundry Invoice Number.
A Yes Payment and debt
collection 8.0
System must provide a field for manual entry of the check
number on the same entry screen as items listed above.A Yes Payment and debt
collection 8.0
Internet OptionsSystem provides the ability to accept payments (e.g., credit
cards, checks, debit cards, or other online payment / tender
methods) via the internet-based web page on CLIENT's web-
site.
A Yes Payment and Debt
collection 8.0
System provides the ability to accept multiple types of
payments in a single transaction if a credit amount is due the
total will be displayed.
A Yes Payment and Debt
collection 8.0
Response Template C-276Page 363 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
11.0 Cashiering Management
System provides the ability to accept multiple payment
transactions for a single payment. (one transaction cash the
other via credit card)
A Yes Payment and Debt
collection 8.0
Response Template C-277Page 364 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
Requirement Description Vendor Score
Is Functionality
Included in
Price? (Yes or
No)
Name of System
or Module That
Provides This
Functionality
Version Vendor Notes
14.0 Energy and Water Efficiency Management
Response Template C-278Page 365 of 391
DocuSign Envelope ID: 410D15AA-C191-4A79-BA9C-55604764B1CD
MASTER PROFESSIONAL SERVICES AGREEMENT
EXHIBIT C – ATTACHMENT 2
STATEMENT OF WORK #1
REVISIONS TO FUNCTIONAL REQUIREMENTS MATRIX
(BALANCE OF THIS PAGE LEFT INTENTIONALLY BLANK)
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