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Home My WebLink About26 - Instructions - Bozeman Utility Billing Software Services & Implementatiion RFP (3)Bozeman, MT Interfaces Please use the descriptions below to complete columns L - R on the subsequent tab. If the Respondent recommends additional interfaces, please add them in the table at the bottom of the interfaces tab and include them in the fixed fee price. Column A B C D E F G H I J K L M N O P Q R Response Key - Column L (Respondent Interface Plan) Available Response Keep Temporary Go-Away Not Accommodate Response Key - Column M (Direction_R) Available Response Inbound Outbound Bi-directional Response Key - Column O (Method_R) Available Response API File N/A Response Key - Column P (Experience) Available Response Yes No Response Key - Column Q (Type of Solution) Available Response Configurable Customized Indicates input cell for Respondent to supply information Header Application Application Description Interface Description Comments Direction Frequency Method City Interface Plan Direction_FS Frequency_FS Method_FS Respondent Interface Plan Direction_R Frequency_R Method_R Experience Type of Solution Comments_R Description A permanent interface with the ERP solution The interface that is only required during implementation The interface that is no longer required as a result of the new ERP solution Respondent will not accommodate this interface Description Respondent proposes an inbound data transfer to the ERP Respondent proposes an outbound data transfer from the ERP Respondent proposes a bi-directional data transfer to and from the ERP Description Respondent proposes an API to transfer data Respondent proposes use of a file to transfer data Type of connection is not applicable or unknown Description Respondent has developed an interface with the third-party solution Respondent HAS NOT developed an interface with the third-party solution Description Existing interface that will need to be configured Interface will require custom development Description Current City application Description of application Description of the interface needs with the application and future ERP City's comment on the interface for additional context Current data flow direction of interface Current frequency of interface Current method for interface The City's intention for the interface plan City's envisioned data flow direction of interface City's envisioned frequency of interface City's envisioned method for interface Respondent's proposed interface plan Respondent's proposed data flow direction Respondent's proposed frequency of interface Respondent's proposed method for interface Indicate if Respondent has experience developing interfaces with the third-party solution or provider Respondent should indicate if the solution is configurable or will require customed development Respondent should include any comments or assumptions relevant to the answers above Interface Requirements Application ActiveDirectory Billing File Export / Provider Cityworks Future ERP System Potential Future Point of Sale System GIS (ESRI) - VantagePoint Invoice Cloud Laserfiche Naviline Neptune 360 PowerBI Rams/Alpine Tech US Bank If Respondent recommends additional interfaces not included in this, please add them here and include in Price Proposal Application Description Add additional rows as necessary Application Description Single Sign On Export billing statements for printer to print, stuff, and send Work order management and asset tracking TBD ERP TBD POS Infrastructure asset location tracking; Property file information Online payments for utilities Document storage Current Utility Billing system that also provides ERP functionality Current Water Meter System Data reporting / manipulation Current System used for Solid Waste Route Management and Inventory Current City bank for deposits and payments Interface Description Needs Interface Description Needs 1. Employee ActiveDirectory data 1. Billing statement data 1. Work orders 2. Capital asset information (description, location, value, etc.) 1. Employee data 2. Chart of Accounts / GL Mapping 3. Cash receipts / deposit advice 4. Summary revenue data by account code 5. Accounts receivable summary 6. Refunds & deposits 1. Customer information 2. Account balance information 3. Payment information 1. Parcel data 2. Customer data 3. Asset information 1. Customer information 2. Revenue information (individual accounts and summary data) TBD 1. Chart of Accounts / GL Mapping 2. Summary revenue data 1. Meter Reads (AMR/AMI/Manual) 2. Meter Status 3. Exception Flags 4. Final / Ad-hoc Read Requests Access to system data for City to run ad-hoc and custom reports in PowerBI application 1. Customer account data 2. Asset information (tote sizes and serial numbers) 3. Ah-hoc fees 4. Work order / service request creation and close out 1. Payment collection 2. Disbursements (refunds) 3. Bank reconciliation 4. Return / NSF processing Comments Comments The City would like to understand if providers can offer this functionality and / or service The City uses Cityworks for some work orders so the City will have to decide if all work orders should go through Cityworks or if it should use the UB's work order system, if available List ERP providers for which Respondent has a pre-existing integration The City may procure a unified POS system for customers to make payments for multiple City services in one payment. If so, an integration would be required. GIS is the source of truth for geospatial data May be temporary integration until UB system goes live. Possible need to link transactions to documents stored in Laserfiche Envision needing a temporary integration for revenue data until new Utility Billing and Permitting systems go live Reads generally done monthly for billing but need to daily access for final reads, etc. Query-based reporting Our current work orders are sent to Rams via email and updates the Rams database. Unfortunately, we only get a spreadsheet back in order to close the work orders and add charges/fees. Payments and refunds, if UB system used as POS Direction Direction None Outbound None None None Bi-Directional Inbound None None Bi-Directional Outbound Outbound None Frequency Current State Frequency N/A Monthly N/A N/A N/A Daily Auto - On Demand N/A N/A Monthly Daily Daily-multiple times/day N/A Method Method N/A File N/A N/A N/A Auto (programmatic) Procedures Auto Procedures N/A N/A Export/Import right now Report Export Spreadsheet N/A City Interface Plan City Interface Plan Keep TBD Keep New New Keep TBD Keep Temporary Keep Keep New New Direction_FS Direction_FS Bi-directional Outbound Bi-directional Bi-directional Bi-directional Bi-directional Inbound Bi-directional Inbound Bi-directional Outbound Bi-directional Bi-directional Frequency_FS BZN Envisioned Future State Frequency_FS Real time Ad-hoc Hourly Real time Real time Hourly Hourly Ad-hoc Daily Daily Ad-hoc Daily Hourly Method_FS Method_FS API File API API API API File API File API API API File Respondent Interface Plan Respondent Interface Plan Direction_R Direction_R Frequency_R Respondent Proposed Future State Frequency_R Method_R Method_R Experience Experience Type of Solution Type of Solution Comments_R Comments_R