HomeMy WebLinkAbout26 - Instructions - Bozeman Utility Billing Software Services & Implementatiion RFP (6)Bozeman, MT
Data Conversions
Please use the descriptions below to complete columns F - L on the subsequent tab.
If the Respondent recommends additional data conversions, please add them in the table at the bottom of the next tab and include them in the fixed fee price.
Column
A
B
C
D
E
F
G
H
I
J
K
L
Response Key - Column E (Included in Scope?)
Available Response
Yes
Yes (with conditions)
N
Respondent Suggested Conversion Items
If Respondent believes County should consider converting additional data items, the Respondent should propose those conversions in this table.
Indicates input cell for Respondent to supply information
Header
Function
Item
Records to Convert
Approximate Records
BZN Comments
Included in Scope?
Recommended Records to Convert
Conversion Complexity
Estimated Client Hours to Complete (Standard Offering)
Estimated Client Hours to Complete (Enhanced Offering, if applicable)
Conditions
Comments
Description
Respondent agrees to complete the data conversion and it is included in the fixed fee price.
Respondent agrees to complete the data conversion and it is included in the fixed fee price but there may be conditions / caveats.
Respondent DOES NOT AGREE to complete the data conversion and it is NOT included in the fixed fee price.
Description
General functional area of data item.
Specific data item to be converted into new system. Please note clarifying notes provided in some cells, indicated by the red triangle.
Indicates type of data to be converted.
Approximate number of records, if able to estimate.
Additional context provided by Bozeman on the data.
Respondent to indicate if conversion is included in scope and price proposal.
The volume and / or years history of records Respondent recommends to convert. If this differs from City's expectation, please explain why in the comments.
The level of complexity, primarily from the City's perspective, of the data conversion.
The anticipated amount of hours required by the City to complete the conversion using the Respondent's standard conversion method.
If the Respondent offers an "enhanced" data conversion, the anticipated amount of hours required by the City to complete the conversion. Price for enhanced offering must be included
in the Price Proposal.
If the Respondent responds Yes (with conditions), provide the conditions here.
Respondent to provide any clarifying information.
Data Conversions Requirements
Function
Customer File
Property File
Water
Water
Water
Water
Water
Solid Waste
Solid Waste
Solid Waste
Stormwater
Stormwater
Stormwater
Special Assessments
Special Assessments
Respondent Suggested Conversion Items
Function
Add additional rows as necessary.
Item
Customer Accounts (e.g., name, contact, addresses, customer type, status, payment history, deposits, etc.) for all account types
Property Information (e.g., service address, parcel/GIS data, service information, etc.)
Meter Data (e.g., meter #, type & size, install state, endpoint information, status, etc.)
Meter Reads (e.g., dates, read, etc.)
Rate Structures
Open Balances
Delinquent Accounts
Rate Structures
Open Balances
Delinquent Accounts
Rate Structures
Open Balances
Delinquent Accounts
Open Balances
Delinquent Accounts
Item
Records to Convert
Active customers + closed customers in last 2 years
Active premises + closed/inactive in last 2 years
All meters in inventory with install/change history of 3 years
Past 3 years
Current
Current
Current
Current
Current
Current
Current
Current
Current
Type
Approximate Records
24000
26000
15300
550000
8
18000
500
80
2800
30
3
TBD
TBD
5500
3000
BZN Comments
Currently installed.
Extrapolated from current number of installed meters times a monthly read times 3 years. Current web-based software only has 2 years but can ask the company to pull anything older.
Available at https://www.bozeman.net/departments/finance/utilities-services#utilityrates
Currently have 80 different rates
Reflects open balances for Solid Waste only customers. Additional open balances included in Water open balances
Stormwater open balances included with 18,000 above
Stormwater delinquent accounts included with 500 above
Dependent upon time of year. We issue roughly 5500
Dependent upon time of year. This represents peak delinquent accounts.
Included in Scope?
Included in Scope?
Recommended Records to Convert
Recommended Records to Convert
Conversion Complexity
Conversion Complexity
Estimated Client Hours to Complete (Standard Offering)
Estimated Client Hours to Complete (Standard Offering)
Estimated Client Hours to Complete (Enhanced Offering, if applicable)
Estimated Client Hours to Complete (Enhanced Offering, if applicable)
Conditions
Conditions
Comments
Comments