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					                                    Hingham Municipal LightingPlantRFP#111104           CIS Requirements
                                 Customer Information and Billing System Requirements             Page 1

                                                                                              Vendor
                                   Description of CIS Requirement:                           Response
03 Customer Information:
   1 Customer Record:
      1 Does the customer record maintain the following information:
           1 First and last name of customer?
           2 Billing address?
               1 9 digit zip code?
           3 Location address?
               1 9 digit zip code?
               2 Suite or apartment number?
           4 Telephone number(s)?
               1 2 per customer?
               2 With extension?
           5 E-mail address?
           6 Fax number?
           7 Carrier route presort number?
           8 Other individuals living at location?
           9 Minimum bill amount?
          10 Rate code?
          11 Type of account?
          12 Activation date?
          13 Disconnect date?
          14 Tax exempt number?
          15 Social security number?
          16 Driver's license number?
          17 Federal identification number?
          18 Meter number?
          19 Route number?
          20 Whether customer is owner?
               1 Owner name if applicable?
               2 Owner address if applicable?
          21 Is owner a landlord customer (receive bills, but tenant occupies site)?
          22 Critical service?
          23 Date of birth?
               1 That automatically calculates age?
               2 That prompts user when customer is 65+?
          24 Deposit?
               1 Amount?
               2 Date deposit received?
               3 Interest earned? Is interest rate flexible?
               4 Date applied or refunded?
          25 Eligible for discount?
               1 Senior?
               2 Financial Hardship?
               3 Other?
          26 Discount end date?
      2 Does the system allow for customer application to be received:
           1 By fax?
           2 Electronically?
           3 Entered manually into system while customer is in office?
      3 Does the system generate an application for customer's signature?
           1 Does the system retain an electronic signature from the customer?
                              Hingham Municipal LightingPlantRFP#111104                             CIS Requirements
                           Customer Information and Billing System Requirements                               Page 2

 4 Does the system allow for the equivalent of a 1 page comment section as a "scratch pad"?
      1 Prompts user to enter a follow up date?
      2 Notifies user when follow up date is reached?
      3 Comment purge date?
 5 Does the system allow for up to 4 types of tax exemptions?
     1 With different expirations tracked by the system?
          1 Which triggers automatic renewal form generation?
     2 With ticklers to prompt new filing?
     3 That are flexible to accommodate regulation changes?
     4 Whose type is tracked by the system?
 6 Does the system maintain the following payment information on each customer?
     1 Method of payment?
     5 Credit card information?
     6 Posting date?
     7 Payment date?
     8 Transaction type?
     9 Payment amount?
         1 Current charge?
         2 Basic charge?
         3 Fuel charge?
         4 Demand charge?
         5 Discount?
    10 Balance history?
 7 Does the system track the following information on direct payment accounts:
     1 Bank routing number?
     2 Account number?
     3 Name of bank?
     4 Type of account (checking or savings)?
 8 Does the system provide on-line access to real-time customer information, charges, payments
   for a user defined minimum number of periods, including but not limited to:
     1 Bills?
     2 Payments?
     3 Adjustments?
     4 Miscellaneous charges?
     5 Credits?
     6 Refunds?
     7 Transfers?
     8 Returned checks?
     9 Readings/consumption?
    10 Meter exchanges?
    11 Order history?
    12 Deposits?
 9 Does the system provide the ability to assign a user defined classification code to customers:
     1 Residential? Private Lighting?
     2 Municipal? Commercial?
     3 Industrial?
         1 Check rate designation?
         2 Prompt user if rate and customer classification do not match?
10 Does the system provide for inclusion of scanned correspondence into customer information?
11 Does the system allow specific customer groups to be targeted for special mailings:
     1 By rate?
     2 By customer type?
     3 By route?
     4 By tax status?
                                 Hingham Municipal LightingPlantRFP#111104                            CIS Requirements
                              Customer Information and Billing System Requirements                              Page 3

        5 By other user defined field?
  12 Does the system maintain customer data separate from service location?
  13 Does the system provide for use of status codes to reflect the status of customer accounts?
  14 Does the system record the following information on customers?
        1 Financial hardship with infant?
             1 Date of Birth?
             2 Effective date?
             3 Review date?
             4 Expiration date?
        2 Financial hardship with medical condition?
        3 Financial hardship age 65+?
        4 Financial hardship/heat dependent on electric?
        5 Bankruptcy?
        6 On fuel assistance?
        7 Payment plan with notices?
        8 Payment plan without notices?
        9 Budget?
       10 In dispute?
       11 Filed complaint with DPU?
       12 Lien?
       13 Returned check?
       14 Can account records be searched by each of these fields?
  15 Does the system provide the means to aggregate accounts by company or organization name
      for identifying large customers and monitoring sales?
  16 Does the system provide for the automatic assignment of customer number?
        1 How many digits does the system allow?
  17 Does the system highlight key dates on the customer record for:
        1 Discontinued date?
        2 Activation date?
        3 Transfer date?
        4 Bankruptcy dates?
  18 Does the system identify employees who are customers?
  19 Does the system have the capability to interface with systems that provide customer with
      Internet access to account information?
  20 Does the system automatically generate a letter prior to first bill to each new customer
      confirming all customer and service location information is correct?
  21 Does the system automatically generate a "thank you" letter to a customer terminating
      their own service (e.g. due to move)
  22 Does the system identify customers who have a stand-by generator?
        1 Does it track information specific to the generator?
2 Other Services:
   1 Does the system track customer usage of multiple (not electric) services including?
        1 Internet?
        2 Gas?
        3 Cable?
        4 Other?
        5 On 1screen?
   2 Does the customer file indicate customer's use of electric conservation services (e.g. audit)?
   3 Does the system track area light contracts?
   4 Does the system track customers using load control devices?
3 Addresses
   1 Does the system allow for a local contact name and address for "information only" mailings ?
   2 Does the system allow for a third party name and address to receive duplicate bills?
   3 Does the system allow for a temporary address?
                                   Hingham Municipal LightingPlantRFP#111104                        CIS Requirements
                                Customer Information and Billing System Requirements                          Page 4

          1 With an automated "switch back" date?
   4 Account History:
      1 Does history track 5 years of history on:
          1 Customer?
          2 Rate?
          3 Usage?
          4 Billing?
          5 Payment?
          6 Returned checks?
          7 Miscellaneous account adjustments?
          8 In 1 location?
      2 Does the system provide usage history:
          1 By customer?
          2 By service location?
      3 Does the system automatically cross-reference new accounts with prior accounts by:
          1 Social security number?
          2 Drivers license number?
          3 Federal identification number?
      4 Does the system transfer customer account history between accounts using a common
         social security, drivers license and federal identification number?
      5 Does the system maintain a history by customer of actual or attempted theft of service?
      6 Does the system allow customer and service history be accessed by:
          1 Account number?
          2 Name?
          3 Service address?
          4 Telephone number?
          5 Meter number?
          6 Service number?
      7 Does the system allow user to view history on consecutive addresses?
   5 Closed Accounts:
      1 Does the system close customer accounts retaining amounts due or credit balances?
      2 Does the system close customer accounts forwarding amounts due to customers with the same
         social security, drivers license or federal identification number?
          1 With automated approvals?
      3 Does the system retain a meter number formerly assigned to a closed account?
04 Service Information:
   1 Does the system provide a separate record for each meter?
      1 Ensure that not more than 1 account number is assigned to a meter?
   2 Does the service file contain the following information:
      1 6 digit service number?
          1 Assigned randomly?
      2 Customer number?
          1 Linked to customer file?
      3 Customer name?
          1 Linked to customer file?
      4 Plot and plan number?
      5 Address?
          1 9 digit zip code?
      6 Building number?
      7 Apartment number?
      8 Type of dwelling?
      9 Map number?
     10 Plot number?
     11 Route number?
                                  Hingham Municipal LightingPlantRFP#111104                             CIS Requirements
                               Customer Information and Billing System Requirements                               Page 5

     12 Sequence number?
     13 Transformer number?
          1 Multiple transformer numbers?
     14 Rate code?
     15 Meter number?
     16 Type of meter?
     17 Meter location?
     18 Current read?
     19 Previous read?
     20 Current read date?
     21 Previous read date?
     22 Current KWH use?
     23 Changeover usage?
     24 KWH high?
     25 KWH low?
     26 Number of dials?
     27 Meter change date?
     28 Installation date?
     29 Previous high demand?
     30 Previous high demand date?
     31 Calculated demand?
     32 Other utilities at the service location?
     33 Power factor?
     34 Current KVAT?
     35 CT ratio?
     36 PT ratio?
     37 CT numbers?
     38 PT numbers?
     39 Volts?
     40 Amps?
     41 Line type?
     42 Split service?
     43 Security device?
     44 Inspection date?
     45 Inspector?
     46 Test date?
     47 Audit date?
3   Does the system allow you to search by each field in the service record?
4   Does the system provide service information for multiple non-electric services?
      1 Gas?
      2 Internet?
      3 Cable?
      4 Other?
5   Does the system provide for comments in the service record?
6   Does the system provide the ability to associate prior customers to a service location?
      1 How many?
      2 Can you search by previous customer names?
7   Does the system maintain information for the:
      1 Type of structure at the service location?
      2 The age of the structure at the service location?
      3 Square foot area of the structure?
8   Does the system maintain major appliance information for the service location (e.g. central a/c)?
9   Does the system maintain a "house account" for a service location not currently assigned
    to a customer?
                                     Hingham Municipal LightingPlantRFP#111104                         CIS Requirements
                                  Customer Information and Billing System Requirements                           Page 6

   10 Does the system maintain a "socket account" for service not currently assigned to a meter?
   11 Does the system record:
       1 KWH used?
       2 When KWH is used?
   12 Does the system update service information that is customer specific? (e.g. pool, a/c)
   13 Do changes in the customer file automatically update designated fields in the service file?
   14 Does the system track service phase?
   15 Does the system track wire phase?
   16 Does the system track service voltage?
05 Service Orders:
   1 Mobile unit:
      1 Does vendor have an integrated mobile data terminal module?
      2 Does the system provide interface with mobile terminals for field workers?
          1 If so, what terminals?
      3 Can the work order be electronically sent to:
          1 Mobile data terminals?
          2 Lap top computers?
      4 Can the system accept uploads of data from mobile data terminals?
          1 Real time?
          2 Batch?
      5 Can the CIS database be integrated from mobile data terminals?
          1 Lap top?
   2 Work Order Scheduling:
      1 Does the system facilitate scheduling of field personnel?
          1 If so, is this part of your core CIS package?
          2 An additional module?
      2 Does the system automatically coordinate and track the status of start and completion of
        the following activities:
          1 Connect?
          2 Disconnect?
          3 Test?
          4 Wire inspection approval?
          5 Other user defined activities?
      3 Does the system allow for manual overrides of the steps in these processes?
      4 Does the system have the capability to have supervisory controls on work scheduling?
      5 Does the system record and hold advance pending orders (e.g., work that cannot be physically
        performed yet)?
      6 Is the system capable of accepting a future order for service at a:
          1 Location currently assigned to another customer (e.g. new tenant orders service in apartment
             prior to current tenant terminating service)?
          2 Service location not currently assigned to another customer (e.g. service at a new house
             to connect in 2 weeks)?
      7 Does the system list scheduled, completed and not completed orders by day and service
        location?
      8 Does the system track the number of orders scheduled on a single day and
        notify user if it exceeds a user-defined number?
      9 Does the system permit work to be scheduled in response to the customer's preference?
     10 Does the system schedule the most efficient work schedule route for each worker?
     11 Does the system have the capability to work within user defined priorities when scheduling?
   3 Work Order Generation:
      1 Does the system assign a unique order number?
      2 Does the system automatically generate orders to check meters at user defined time periods
        for each rate?
      3 Does the system generate report of meters to be replaced:
                                 Hingham Municipal LightingPlantRFP#111104                            CIS Requirements
                              Customer Information and Billing System Requirements                              Page 7

          1 By type of meter?
          2 By date of replacement?
     4 Does the system automatically generate an order when:
          1 Meter has not been tested for user defined time period?
          2 When a dial change over occurs?
          3 Seal is cut?
          4 Reading is out of range by a user defined amount?
          5 Other problems are identified by meter readers?
          6 New customer signs in?
          7 There is a zero meter reading?
          8 A user-defined number of consecutive estimated readings on active accounts is met?
          9 Defined period of time has elapsed with no customer assuming service after termination?
         10 Based on trouble codes from meter readers?
     5 Does the system accept a manually entered order?
4   Printing :
     1 Does the system provide the ability for orders to be entered and printed for a
        geographic region?
     2 Does the system print orders:
          1 Immediately?
          2 Batch?
     3 Does the system print duplicate copies of orders upon request?
     4 Does the system print orders or customer signature forms at local and remote printers?
5   Closing Accounts:
     1 Does the system allow an order for final reading to trigger generation of a final bill?
     2 Does the system prompt user to enter a forwarding address when an order is generated for
        final reading?
6   Outages:
     1 Is outage management part of your:
          1 Core CIS package?
          2 An additional module?
     2 Does the system have the capability to track an outage from:
          1 Meter to transformer to fuse to feeder?
          2 Feeder to fuse to transformer to meter?
          3 Laterals?
     3 Does the system have the capability to interface with Supervising Control and
        Data Acquisition (SCADA) equipment that tracks feeders?
     4 Does the system have the capability to track outage calls from customers?
          1 By transformer?
          2 By feeder?
          3 Identify and report customers affected by outage?
          4 By street?
     5 Does the system have the capability to track outages by:
          1 Name?
          2 Service address?
          3 Telephone number?
7   History
     1 Does the system record and display a service history of a service address for a user defined
        period of time?
     2 Does the system allow the user access the order history on-line by?
          1 Service address?
          2 Meter number?
          3 Account number?
          4 Name?
     3 Does the history include:
                                 Hingham Municipal LightingPlantRFP#111104                            CIS Requirements
                              Customer Information and Billing System Requirements                              Page 8

        1  Type of service provided?
        2  Who provided the service?
        3  Date the service was provided?
        4  Comments?
        5  Required follow up?
        6  Tickler?
        7  Other customer information?
            1 How many years?
        8 Other service information?
            1 How many years?
   4 Does the system provide the ability to list a synopsis of previous work orders printed
      on the current order by:
        1 Meter number?
        2 Customer name?
        3 Service address?
8 Other:
   1 Does the system provide order status information:
        1 On-line?
        2 Real time?
   2 Does the system allow the user to query orders by:
        1 Order number?
        2 Meter number?
        3 Service Address?
        4 Customer name?
        5 Account number?
        6 Order type?
        7 Date?
        8 Assigned worker?
   3 Does the system maintain the following minimum information on orders for a user-defined
      number of periods:
        1 Service address?
        2 Geographic location?
        3 Account number?
        4 Customer name?
        5 Current and previous readings?
        6 Meter number?
        7 Meter location?
        8 Meter size?
        9 Meter type?
       10 Service order type?
       11 Comments?
       12 Request received date?
       13 Scheduled date?
       14 Date order printed?
       15 Date service performed?
       16 Requester?
       17 Tampering or diversion information?
       18 Employee I.D. of field personnel?
       19 Other completion data?
       20 Reason for testing?
   4 Does the system provide the ability to purge orders based on user criteria (e.g., close date,
      type)?
   5 Does the system update customer file from service order information (e.g. a service order to place
      a medical seal on a meter would indicate a critical service)?
                                    Hingham Municipal LightingPlantRFP#111104           CIS Requirements
                                 Customer Information and Billing System Requirements             Page 9

       9 Does the system automatically bill for chargeable services?
06 Equipment Inventory:
   1 General:
      1 Is equipment tracking part of:
           1 The Standard CIS package?
           2 An additional module?
   2   Meter:
       1 Does the system allow the user access meter data by:
           1 Account number?
           2 Customer name?
           3 Meter owner name?
           4 Service address?
           5 Meter number?
           6 Manufacturer?
           7 Meter size?
           8 Acquisition date?
       2 Does the system maintain the following meter data:
           1 Initial cost?
           2 Meter size?
           3 Meter number?
           4 Meter kind/type?
           5 Meter manufacturer?
           6 Catalog number?
           7 Serial number?
           8 Manufacture date?
           9 Type of meter?
          10 Voltage?
          11 Wire?
          12 Phase?
          13 Stator?
          14 Test Kh?
          15 Pulse weight?
          16 Class?
          17 Form?
          18 Test date?
          19 Install date?
          20 Purchase date?
          21 Test amps?
          22 Inspection date?
          23 Current transformers (name plate information)?
          24 Current transformer ratios?
          25 Number of times programmed?
          26 Seal number?
          27 Current account number?
          28 Current address?
          29 Multiple types of seals?
          30 Test switch?
          31 Number of dials?
       3 How many additional fields of meter information can be created?
       4 Does the system cross-reference all meters serving a service location?
       5 Does the system retain the following infomation on meters:
           1 Installation date?
           2 Removal date?
                                Hingham Municipal LightingPlantRFP#111104                        CIS Requirements
                             Customer Information and Billing System Requirements                        Page 10

        3 Maintenance date?
        4 Warranty expiration date?
        5 Acquisition date?
        6 Last test date?
        7 Retirement date?
        8 Test results at retirement?
   6 Does the system retain meter exchange history on accounts?
   7 Does the system prompt meter replacement after user defined period?
   8 Does the system generate a meter testing schedule?
   9 Does the system maintain meter test results?
  10 Does the system allow an unlimited number of meters to be assigned to a service location?
  11 Does the system maintain codes to indicate the following meter types:
        1 Check?
        2 Demand?
  12 Does the system maintain a history of the following status of meters:
        1 In inventory?
        2 At service location?
        3 Retired?
        4 On truck?
3 Transformers:
   1 Does the system display which customers are attached to a distribution transformer
      and determine where they are located when given:
        1 Customer name?
        2 Service address?
        3 Transformer number?
        4 Street name?
        5 Meter number?
        6 Account number?
   2 Does the system provide customer load data by transformer for circuit analysis?
   3 Does the transformer file contain the following information:
        1 Number?
        2 KVA?
        3 Street name?
        4 Transformer on pole number?
        5 Location description?
        6 Feeder name?
        7 Phase Connected to?
        8 Primary voltage 1?
        9 Secondary voltage?
       10 Installation date (YY/MM/DD format)?
       11 Removal date (YY/MM/DD format)?
       12 Bank size?
       13 Other transformer in Bank number 1?
       14 Other transformer in Bank number 2?
       15 Other transformer in Bank number 3?
       16 Impedance?
       17 Tapped (Y/N)?
       18 Class?
       19 Type?
       20 Manufacturer?
       21 Manufacturer (MM/YY)?
       22 Conventional/self-contained?
       23 Number of bushings?
       24 Serial number?
                                Hingham Municipal LightingPlantRFP#111104                     CIS Requirements
                             Customer Information and Billing System Requirements                     Page 11

       25 Comments?
       26 Is the equivalent of 1 page of text available for comments?
       27 Weight?
       28 Gallons of oil?
       29 PCB level PPM?
       30 Lateral FM pole number?
       31 Lateral FM street name?
       32 Lateral fuse size?
       33 Style number?
       34 Degree's C's Rise?
       35 Tap description (Y or No)?
       36 Cable length?
       37 Phase rotation?
       38 Primary bushing type?
       39 Bill high?
       40 Bill low?
       41 Energized date in YY/MM/DD format?
       42 Off switch gear number?
       43 Can the above information be queried?
   4 Can the system track PCB information?
4 Poles:
   1 Does the system have fields for recording and tracking the following pole information:
        1 Pole number?
        2 Street name?
        3 Span in feet from pole to other poles?
             1 To as many as 4 other poles?
        4 Length?
        5 Class?
        6 Kind?
        7 Set year (YY/MM/DD)?
        8 Owner?
        9 Custody?
       10 Removed year?
       11 Original petition?
       12 Original grant?
       13 Sub petition?
       14 Sub grant?
       15 Addendum?
       16 Other?
       17 Inspection date?
       18 Re-inspection date?
       19 Comments?
            1 Is the equivalent of 1 page of text available for comments?
   2 Can the system track other services which have equipment on the pole?
        1 Cable TV?
        2 Phone?
        3 Fire alarms?
        4 Other?
   3 Can the system track numerous types of equipment on the pole?
        1 Guy wires?
        2 Anchors?
        3 Primary wires?
        4 Secondary wires?
        5 Other?
                                    Hingham Municipal LightingPlantRFP#111104                          CIS Requirements
                                 Customer Information and Billing System Requirements                          Page 12

    5 Streetlights:
       1 Does the system track street lights and the following information?
            1 Street name?
            2 Pole number?
            3 Actual watts?
            4 Billed watts?
            5 Light type?
            6 Lumens?
            7 Comments?
    6 Other Equipment:
       1 Does the system track switch gear?
            1 Serial number?
            2 Manufacturer?
            3 Date installed?
            4 Fuse size?
            5 Cable length?
            6 Amperage?
            7 Type?
       2 Does the system track load management device?
            1 Serial number?
            2 Assigned number?
            3 Status (on/off)?
            4 Tickler to turn on/off in user defined time frame?
7   Meter Readings:
    1 How reads are accepted:
       1 Does the system interface with automatic meter reading system?
           1 If so, which ones?
       2 Does the system accept input from hand-held devices?
           1 Readings?
           2 Route/sequence data?
           3 Trouble codes?
           4 Comments?
       3 Which hand held devices does the system accept input from?
    2 Estimates:
       1 Does the system allow flexibility to estimate readings at:
           1 The route level?
           2 The meter level?
       2 Does the system estimate readings or consumption by the following criteria:
           1 Same customer?
           2 Similar time period?
       3 Does the system allow a meter to be coded as DO NOT ESTIMATE?
           1 By meter?
           2 By rate classification?
       4 Does the system provide the ability to count the number of consecutive times that
          an estimate has been used to bill an account?
           1 Does the system have the ability to notify user when an established limit has been met?
    3 Scheduling
       1 Does the system provide a meter reading route/sequence?
       2 Does the system automatically schedule routes for reading?
       3 Can the route/sequence and schedule be adjusted?
                1 For a reduced number of meter readers?
                2 For a reduced number of routes?
                3 For multiple reads per month?
                4 For other user defined criteria?
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                              Customer Information and Billing System Requirements                                Page 13

   4 Does the system resequence meter reading routes upon user demand?
   5 Does the system generate individual routes upon request for meter readers?
4 Other:
   1 Does the system allow for multiple readings from one meter?
   2 Does the system provide meter readers with the following information about each premise:
       1 Customer name?
       2 Service address?
       3 Location of meter?
       4 Location description?
       5 Meter number?
       6 Previous reading?
       7 Need for demand reading?
       8 Safety warnings (e.g. bad dog)?
       9 Comments?
   3 Does the system provide the ability to generate a report of the following:
       1 Meter readings?
       2 Comments from meter readers?
       3 Invalid readings? High low Reports adjustable by % margins?
       4 Missing readings?
   4 Does the system provide for a meter reader to report conditions in the field that need correction?
   5 Does the system provide the ability to post manually calculated consumption adjustments
      without changing the meter readings?
   6 Does the system provide the ability to change or delete readings on-line?
   7 Does the system accept and process demand readings?
       1 Not produce a bill?
       2 Retain information from read?
   8 Does the system maintain a “multiplier” to factor consumption?
       1 Provide a report of multipliers?
       2 Verify multiplier is correct based on PT and CT ratios in service file?
       3 Prompt user if multipliers are out of calculated range?
   9 Does the system accept reads from partial portions of billing cycles and prorate
      the high and low of range?
  10 Does the system allow changes to the service and customer information
      while meter is being read on that account?
  11 Does the system establish high and low readings for a meter and update them with each read?
       1 Can high and low readings be established for 4 seasons?
  12 Does the system link usage information to degree data on the following schedule:
       1 By day?
       2 By week?
       3 By month?
  13 Does the system retain a history of:
       1 Readings?
       2 Consumption?
       3 Whether an account was billed from an actual reading, estimated reading, final reading?
       4 Reading date?
  14 Does the system calculate consumption on both the old and new meters when there is a meter
      changeover since the last billing?
  15 Does the system accept meter readings and hold until user specified date for billing?
  16 Does the system have the capability to monitor and read a "check meter" that does not
      generate a bill?
  17 Does the system have the capability to aggregate meter readings for:
       1 Single customer on multiple meters?
       2 Multiple customers on multiple meters?
       3 Is this information retained in history?
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                                Customer Information and Billing System Requirements                              Page 14

      18 Does the system automatically enter a final reading from a meter as the first reading
         for the next customer?
      19 Does the system automatically match the final read and discontinued date in the customer file?
          1 And notify the user if the dates do not match?
08 Rates:
   1 Rate Structure:
       1 Does the system allow for the following rates:
           1 Cogeneration and small power production service?
           2 Residential service?
           3 Area lighting service?
           4 Large commercial heating and cooling service?
           5 Large general service?
           6 Large power service?
           7 Special contract rates?
           8 Municipal adaptations for each of these rate categories?
           9 Economic development?
          10 Controlled load management?
       2 Does the system provide the ability to automatically calculate rates based on:
           1 Meter size?
           2 Usage?
     3 Does the system allow flexible rate structures for special contracts?
           1 Are there any limitations?
           2 If so, what are they?
   2 Discounts and Fees
       1 Does the system allow for the following discounts:
           1 If payment is received within specified time period?
           2 For senior citizens?
                1 Does it control discounts to apply to primary residence only?
           3 During holidays?
           4 Other specified times throughout the year?
       2 Does the system allow an unlimited combination of discounts?
       3 Does the system allow a user to manually enter a discount into the system outside the
         established parameters?
       4 Does the system allow the user to extend the time a discount is applicable?
       5 Does the system track discounts to customers experiencing financial hardship?
           1 With a medical condition?
           2 With a child less than 12 months of age?
           3 With all household residents 65+?
       6 Does the system generate a financial hardship application if prompted by user?
       7 Does the system track documentation of the financial hardship?
       8 Does the system allow a temporary discount and notify user upon expiration?
       9 Does the system automatically calculate the amount saved from discount?
           1 By customer?
           2 By rate?
      10 Does the system provide the ability to apply the following charges:
           1 Returned check fees?
           2 Service reconnection fee?
           3 Service connection fee?
           4 Interest on overdue balances?
      11 Does the system automatically :
           1 Generate these charges?
           2 Calculate these charges?
     12 Does the system allow customers within budget and direct payment plans to always receive
         the "on-time" payment discount?
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                                  Customer Information and Billing System Requirements                       Page 15

    3 Taxes
       1 Does the system maintain tables for tax rates?
       2 How may tax rates are available for a customer account?
    4 Rate History:
       1 Does the system retain a history of rate code changes?
            1 Dates of those changes?
            2 Person who made the changes?
            3 Rate changed from/to?
       2 Does the system provide at least 5 years of rate history?
            1 For a service location?
            2 For a customer?
    5 Rate Changes:
       1 Does the system analyze and recommend a new rate:
            1 Based on rate thresholds?
            2 When a new rate would benefit a customer?
       2 Does the system automatically adjust rates based on demand meter readings
          and flag the change for approval?
       3 Does the system automatically prompt the user to enter a new rate when a new customer
          is established at a service address?
       4 Does the system automatically generate a letter to the customer when a rate is changed?
    6 Other:
       1 Does the system automatically calculate the Power Cost Adjustment?
       2 Does the system have the capability to run "what-if" rate scenarios?
            1 For individual customers?
            2 For groups of customers?
       3 Does the system have the ability to provide real time rate information:
            1 To HMLP?
            2 Interface with system that provides information to customer?
09 Bill Calculation and Processing:
    1 Items on bill:
        1 Does the system provide billing capabilities for other (non-electric) services?
            1 Internet?
            2 Cable Television?
            3 Gas?
            4 Other?
            5 Lighting services?
            6 With electric bill?
            7 Its own bill?
        2 Does the system allow sales of the following items to appear on bill:
            1 For merchandise (supplies)?
            2 For equipment?
        3 Does the system allow billing of the following charges associated with electric service:
            1 Temporary service fee?
            2 Unbundled electric charges?
                  1 For specified customers only?
            3 Bundled electric charges?
                  1 For specified customers only?
        4 Does a bill include the following information:
            1 Name of customer?
                1 Multiple customers (e.g. married couple)?
            2 "Bill to" address?
                1 With minimum of 5 lines?
            3 Service address?
            4 Account number?
                                  Hingham Municipal LightingPlantRFP#111104             CIS Requirements
                               Customer Information and Billing System Requirements             Page 16

         5 Total amount to be paid?
         6 Total amount to be paid if payment received within specified dates?
         7 Discount date?
         8 Billing date?
         9 Reads?
            1 Previous?
            2 Current?
            3 Previous read date?
            4 Current read date?
            5 Type?
        10 Electricity used?
        11 Previous balance?
        12 Payment received?
            1 Amount?
            2 Date?
        13 Discount earned?
            1 Type?
            2 Amount?
                     Discount amount in dollars?
                     Discount amount as percent of total bill?
        14 Current charge?
        15 Amount due?
        16 Cost of electricity?
            1 Basic usage?
            2 Power Cost Adjustment?
        17 Graphic history of:
            1 Consumption?
                 1 Total?
                 2 Per day?
            2 Weather factors?
        18 Other charges:
            1 Taxes?
            2 Returned check fee?
            3 Interest?
            4 Adjustments to bill?
            5 Disconnect/reconnect fee?
   5 Does the system allow for flexible bill formats?
         1 By rate?
         2 Customer?
         3 User define parameters?
   6 Does the system automatically generate use comparisons on the bill?
         1 KWH?
         2 KWH/day?
         3 Current month?
         4 Last month?
         5 1 year prior?
   7 Does the system generate a bill for area lighting?
         1 Does the system allow for billing in advance of service for area lighting?
2 Bill Calculation:
   1 Does the system calculate charges using variable rates and rate structures?
   2 Does the system calculate a bill from actual and estimated usage?
   3 Does the system provide for on-line bill calculation?
   4 Does the system calculate adjustment amounts on customer accounts?
   5 Does the system calculate and detail taxes separately on bills?
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                               Customer Information and Billing System Requirements                           Page 17

     6 Does the system track KWH used?
               1 Per period?
               2 Per day?
               3 KW/KVA billed?
3   Other Fees and Credits:
     1 Does the system automatically calculate a fee to restore service after service has been cut?
          1 Generate a separate bill for this charge?
          2 Hold information and print on next bill?
     2 Does the system apply miscellaneous charges (e.g., meter reset, delinquency, settlement) to
         customer accounts and detail them on bills?
     3 Does the system allow on-line adjustments to account for missed discounts?
4   Messages:
     1 Does the system allow messages to be printed on bills at the user’s discretion, by:
          1 Individual customers?
          2 Within cycles?
          3 Within geographic areas?
          4 Rate classification?
          5 Revenue classification?
          6 Service type?
          7 Collection action pending?
     2 Does the system allow messages to be added automatically to bills, including:
          1 Special transactions?
          2 Conservation messages?
          3 Miscellaneous adjustment?
          4 Automatic withdrawal from checking account "Do not pay this bill"?
          5 Credit balance do not pay?
          6 Other user defined customer categories and messages?
          7 Final bills?
          8 Estimated reading?
     3 Does the system indicate the age of the charge(s) when a past due amount appears on a bill?
     4 Are there any limits on the size of message that can be printed on a bill?
           1 If so, what are the limits?
5   Billing Schedule:
     1 Does the system provide billings on:
          1 An annual basis?
          2 A monthly basis?
          3 A bi-monthly basis?
          4 A quarterly basis?
          5 User specified time criteria?
     2 Does the system provide the ability to manually alter an account's billing frequency?
          1 Billing cycle?
6   Bill Generation:
     1 Does the system allow a duplicate bill to be sent to third party?
     2 Can the system produce duplicate bills for prior billing periods, by:
          1 Bill date?
          2 Billing period?
          3 Account number?
          4 Is there a limit on the number of prior periods?
     3 Does the system allow due dates on individual or groups of bills to be changed?
     4 Does the system provide any special billing features to serve the following customers?
          1 Commercial?
          2 Industrial?
          3 Special contract?
     5 Does the system print bills upon demand?
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                                Customer Information and Billing System Requirements                               Page 18

      6 Does the system produce bills sorted by Zip+4 ?
      7 Does the system automatically meet U.S. Postal Service requirements for addressing?
      8 Does the system generate the following types of bills:
           1 Budget or level billing?
           2 Duplicate bills?
           3 Corrected bills?
           4 Final bills?
           5 Payment plan bills?
           6 Invoice bills?
           7 Multiple bills?
      9 Does the system provide the ability to generate a single summary/consolidated bill
         for multiple accounts?
7    Void and Rebill:
      1 Does the system allow void and rebill of previous billings correcting original period calculated
         bill amount , accounts receivable, and consumption data?
           1 Manually?
           2 Automatically?
           3 Over multiple periods?
           4 For one service and not affecting other services?
           5 For multiple services?
           6 More than one account?
     2 Does the system print on a “void-rebill”?
           1 Include the original billed amount?
           2 Dates of the “void-rebill”?
           3 Details of any debit or credit transactions since the original billing?
8    Final Bills:
      1 Does the system calculate opening and final billings?
      2 Automatically generate a reminder after final bill and block all subsequent billing?
9    Payment Agreements:
      1 Does the system provide budget or level billing options?
           1 Calculation of payment amount?
           2 Track actual costs versus budget amount?
           3 Calculate amount due to be budget amount?
           4 True-ups?
      2 Does the system generate a bill for customers on budget plan that includes:
           1 Amount due on budget plan?
           2 Cost if budget plan were not applied?
      3 Does the system detail on the bill for special contract billing accounts:
           1 The payment per billing period?
           2 The amount to pay the contract in full?
      4 Does the system provide for user defined, parameter driven capability to initiate,
         administer, and track payment pledges?
      5 For payment plan processing does the system:
           1 Allow for manual entry of minimum payment due?
           2 Allow for automated calculation of minimum amount due?
           3 Allocate payments between payment plans and normal charges?
           4 Initiate disconnection of service for nonpayment?
           5 Tickler that notifies CSR if payment is not made on plan?
                  1 Before account is delinquent?
           6 Track, for research purposes, whether payments are received?
10   Refunds:
      1 Does the system generate a report of accounts with credit balances?
           1 For closed accounts?
           2 After user specified time since last transaction?
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                                  Customer Information and Billing System Requirements                             Page 19

       2 Does the system restrict generation of a refund if it is generated by a discount?
   11 Other:
       1 Does the system allow the user to conduct the following queries?
           1 Customers within a total bill range?
           2 Customers with specified usage?
           3 Largest customers within a rate class?
       2 Does the system accept meter readings of at least 6 digits?
       3 Does the system generate bills for shared pole usage?
10 Cash Receipts:
    1 Is cash receipting:
        1 Part of your core CIS package?
        2 An additional module?
    2 Does the system post payments to the customer account:
        1 On-line as they are received?
        2 In batch?
    3 Does the system interface with bar code system on payment stubs?
    4 Does the system allow for payment stubs to be scanned into payment records?
    5 Does the system interact with cashiers as on-line cash registers?
    6 Does the system generate receipts for customers for in-person payments?
    7 Does the system process checks and payment stubs through:
        1 On-line entry with real-time update?
        2 On-line entry with batch update?
        3 Batch entry?
    8 Does the system post payments in excess of account balance, calculate credit and generate credit?
    9 Does the system provide a suspense account for cash receipts that cannot be applied to a
       specific account (unidentified cash)?
   10 Does the system reverse unidentified cash from a suspense account to a specific account
       when identified?
   11 Does the system allow credits in one account to be applied to other accounts?
   12 Does the system provide a method to refer back to a specific payment and how it was allocated,
        therefore allowing a system reversal of any payment (e.g. returned check, incorrect account)?
   13 Does the system disallow payments to be posted to:
        1 Charged-off accounts?
        2 Invalid account numbers?
   14 Does the system allow payment of charges by:
        1 Credit card?
        2 Debit card?
        3 Cash?
        4 Check?
        5 Automatic checking account withdrawal?
   15 Does the system count the payments made by each method:
        1 Number of customers who paid by each method?
        2 Type of customer by payment method?
        3 Total receipts by payment method?
   16 Does the system maintain information on multiple payments in one day for an account?
   17 Does the system permit a single payment be accepted for multiple accounts?
   18 Does the system allow authorized operators to initiate:
        1 Transfers?
        2 Refunds?
        3 Other account changes?
   19 Does the system provide automated approvals within user defined limits for the above transactions?
   20 Does the system accept payment information via modem or network from off-site agents?
   21 Does the system interface with systems that accept customer's payment over the Internet?
   22 Does the system facilitate automatic payment withdrawal from a bank account?
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                                  Customer Information and Billing System Requirements                         Page 20

   23 Does the system retain all detailed financial transactions and have them available for inquiry
       on-line for a user defined period of time including:
       1 Date?
       2 Amount?
       3 Transaction type?
       4 Account number?
       5 Customer name?
   24 Does the system allocate partial payments from customers with multiple services based on:
       1 Utility predetermined ratio or sequence?
       2 Customer request?
       3 Other method?
            1 If so, please describe?
   25 Does the system prompt user when an over payment is received (prior to posting) to:
       1 Refund?
       2 Apply to balance?
       3 Other?
11 Credit and Collections:
   1 Credit History
      1 Does the system maintain historical information by:
           1 Customer?
           2 Billing name and address?
           3 Social security number?
           4 Federal identification number?
           5 Drivers license number?
           6 Service location?
           7 Credit/collection action?
      2 Does the system retain a thorough history of:
           1 Payments?
           2 Billings?
           3 Returned checks on an account including:
                1 Reason?
                2 Amount?
                3 Date?
           4 Miscellaneous charges?
           5 Adjustments?
      3 Does the system automatically match new customers against current/past customers using:
           1 Name?
           2 Social security number?
           3 Drivers license number?
           4 Federal identification number?
      4 Does the system transfer credit history when customer transfers:
           1 From one service address to another?
           2 One account number to another?
           3 Based on:
                1 Name?
                2 Social security number?
                3 Driver's license number?
                4 Federal identification number?
      5 Does the system track and provide past due balance information?
   2 Identifying credit status
      1 Does the system track the following customer credit status information:
           1 NSF checks?
           2 Disconnect for nonpayment?
           3 Late payment history?
                                 Hingham Municipal LightingPlantRFP#111104                           CIS Requirements
                              Customer Information and Billing System Requirements                           Page 21

        4  Dishonored payment agreements?
        5  Disconnect notice?
        6  Total account balance?
        7  Number of occurrences of 01-05?
        8  Frequency of occurrences of 01-05?
        9  Bankruptcies?
            1 Type?
            2 Date?
   2 Does the system automatically flag delinquent customers based upon user defined criteria?
   3 Does the system indicate in the customer screen when a credit action is taken against a customer?
3 Deposits:
   1 Does the system identify a customer who meets the criteria for a required deposit?
       1 New customer?
       2 Current customer?
   2 Does the system calculate the deposit:
       1 Based on usage history for customer?
       2 Based on usage history for location?
   3 Does the system calculate a discount on a deposit under user specified payment agreements?
   4 Does the system issue bills for deposits?
   5 Does the system automatically identify when a customers deposit has been held for
      a user define period of time?
   6 Does the system prompt user to check credit every 3 months of customers who deposits were
      held past original period?
   7 Does the system accrue and record interest on deposits?
       1 A year to date basis?
       2 A current billing basis?
   8 Does the system allow the CSR to designate the application or refund of a deposit and interest?
       1 Record the designation?
       2 Record the date of designation?
       3 Record check number for refund?
   9 Does the system allow application or refund for percent of deposit?
4 Delinquency Procedures
   1 Does the system differentiate between active and closed accounts in all delinquency procedures?
   2 Does the system monitor accounts in dispute/appeal?
       1 Provide tickler in system for expected resolution steps/dates?
       2 Suspend discount time-out while in dispute?
       3 Automate movement of problem resolution between departments?
   3 Does the system allow for on-line override of collection activity for an individual customer?
   4 Does the system provide the ability to notify third party tenants when landlord's
      accounts are delinquent and are scheduled for termination?
       1 Provide tenant with projected bill?
   5 Does the system provide for flexible parameter driven capabilities to select accounts for
       credit bureau reporting?
   6 Does the system automate the following delinquency procedures within user defined parameters:
       1 Identify customers with past due accounts?
       2 Generate a call list of delinquent customers?
       3 Schedule shut offs?
             1 With automated approvals?
       4 Identify unpaid disconnected accounts?
             1 Automate application of deposit?
             2 Identify liens?
             3 Generate list of accounts eligible to be sent to external collection agency?
5 Delinquency Notices
   1 Does the system generate and print the following types of delinquent notices:
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                                Customer Information and Billing System Requirements                               Page 22

           1 Message on bill notifying customer of delinquent status?
           2 Second notices?
           3 Termination notices?
           4 Final notice?
           5 Notices of referral to collection agency?
           6 Other user defined notices?
      2 Does the system contain “bypass“ abilities for the above notices based on user defined criteria?
      3 Does the system allow generation of delinquent notice upon user request?
      4 Does the system generate electronic “preview” reports of delinquency actions for
         review and automated approval by authorized staff prior to printing of delinquency notices?
      5 Does the system track customer delinquency notices by date and number?
6    Returned Checks:
      1 Does the system track returned checks?
      2 Does the system not accept checks from customers with two returned checks within one year?
           1 By not printing bar code on payment stubs?
           2 By prompting cashier when payment is entered?
           3 By printing on bill - "No checks personal accepted"?
      3 Does the system automatically generate a letter to the customer when a check is returned?
           1 Letter #1 is a notification of returned check and charged-back payment?
           2 Letter #2 is a notification of returned check, fee and charged-back discount and payment?
      4 Is a fee automatically added to a customer's bill after second returned check in one year?
7    Liens
      1 Does the system provide a code that indicates:
           1 A customer lien exists/has been perfected?
           2 The amount and status of the lien?
      2 Does the system produce letter of intent to perfect lien beyond user specified parameters?
      3 Does the system not accept payments on an account which has been liened and closed?
      4 Does the system link property and customer records to identify property owners?
8    Termination:
      1 Does the system provide:
           1 A code to prevent termination of accounts?
           2 A date to indicate how long the code is valid?
           3 Tickler when code is no longer valid?
      2 Does the system allow for termination to be suspended during user defined months?
      3 Does the system allow for a 30 day waiting period after a termination notice has been
         generated for the customer?
      4 Does the system track number of termination by customer and date?
9    Accounts receivable
      1 Does the system age accounts receivable?
           1 And generate an A/R aging report?
      2 Are these accounts receivable functions part of you core CIS package?
10   Write offs
      1 Does the system automatically write off uncollectible accounts:
           1 After a user specified time period?
           2 With user defined dollar parameters?
11   Collections
      1 Does the system redirect customer payments received to a collection agency if the account
         has been referred to a credit agency?
      2 Does the system provide the ability to recall accounts from agencies?
      3 Does the system maintain, track, and perform agency accounting functions for accounts sent
           to collection agents?
12   Other
      1 Does the system maintain statistical data on:
           1 Internal collection performance?
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                                   Customer Information and Billing System Requirements                          Page 23

           2 Collection agency performance?
        2 Does the system automatically conduct a credit check on commercial customers?
           1 Does the system interface with credit bureau?
        3 Does the system allow for credit information:
           1 To be obtained from other utilities?
           2 To be provided to other utilities?
12 Security, Controls, and Edits:
    1 Does the system ensure that only one account number is assigned to each service location?
        1 Prompt the user if this is violated?
    2 Does the system provide automated system controls that:
        1 Eliminate or reduce manual operations to balance the daily transactions?
        2 Are virtually transparent to the user but leave an audit trail?
    3 Does the system maintain standardization via user tables of:
        1 Street names?
        2 Street numbering ranges?
        3 Town codes?
        4 Street prefix/suffix?
        5 Other user define tables?
    4 Does the system balance by logically-related control groups, such as:
        1 Cycle?
        2 Meter reading route?
        3 Transaction description?
        4 Geographic areas?
        5 Revenue class?
        6 Order type?
        7 Entity?
    5 Does the system periodically balance points through processing to ensure that all transactions
       are controlled and to facilitate system recovery?
    6 Does the system provide the error type for each rejected transaction?
    7 Does the system enable the user to generate a list of data that are not accessible for security
       reasons or are accessible only to selected users?
    8 Does the system ensure that each user of the system is identified to prevent unauthorized use?
    9 Is system access to system files, processing, and on-line reporting restricted by the following:
        1 Transaction type (e.g., set meter, cash payment)?
        2 Transaction function (e.g., add, delete, change)?
   10 How many levels of security does the system allow?
   11 Does the system provide restricted access by users in at least the following areas:
        1 Screens?
        2 Programs?
        3 Functions?
        4 Personnel?
   12 Does the system detect security violations through:
        1 Logging methods?
   13 Does system security ensure that software and data are protected against unauthorized
       and fraudulent:
        1 Access?
        2 Disclosures?
        3 ASCII file entry?
        4 Tape entry?
        5 Disk entry?
        6 On-line entry (central and distributed)?
        7 Data transfer from remote devices, such as hand-held devices?
        8 Communication from personal computers?
   14 Does the system allow selection of mode of entry based upon:
                                    Hingham Municipal LightingPlantRFP#111104                                  CIS Requirements
                                 Customer Information and Billing System Requirements                                  Page 24

      1 Transaction type?
      2 Source?
15   Does the system contain a level of approvals for transaction processing?
16   Does the system provide batch controls over the entry of transactions by providing:
      1 Batch header entry of control totals and record counts?
      2 System accumulation of batch amounts and record counts and reconciliation with
           controls totals?
      3 Generation of batch control and error reports?
      4 Options of rejection or suspension of erroneous transactions?
17   Does the system allow fields to be duplicated or defaulted on-line to reduce entry
      time and rekeying errors?
18   Does the system provide for the following data entry validations:
      1 Gateway validation?
      2 Single field validation?
      3 Cross field validation?
      4 Cross screen validation?
      5 Conditional validation?
      6 Masterfile validation?
      7 Completion checks?
19   Does the system allow validation to be overridden:
      1 On-line?
      2 Batch?
20   Does the system produce the following notification messages to the user
      on-line when an error has occurred in data entry:
      1 Error messages?
      2 Warning messages requiring positive action on the part of the end user to continue processing?
      3 Explanatory messages?
21   Does the system provide a means of correcting erroneous and incomplete fields of input
      without requiring the entire transaction to be reentered?
22   Does the system validate entry from batches not subject to on-line validation (e.g. cash receipts) and:
      1 Report errors?
      2 Reject or suspend the transactions?
      3 Provide a facility to correct and re-enter transactions?
23   Does the system verify that data entered matches data passed to the Central processing stream,
      providing a means of identifying data loss and suspended transactions?
24   Does the system provide a file of all transactions processed in a day that is accessible to users?
25   Does the system provide the following after each daily and month end run:
      1 A complete listing of reports processed by department?
      2 Control totals for an audit trail check against report totals?
      3 Warning messages printed for out-of-balance conditions by tracking transactions
         from input through processing, rejection, or suspension?
26   Does the system edit consumption and calculated charges against high/low standards for
      possible error flagging of those accounts falling outside of the standards for review,
      including the following:
      1 Previous period?
      2 Previous year same period?
      3 Weather factors?
      4 Revenue class?
      5 Resident/business/industrial classification?
27   Does the system reject accounts failing edits?
28   Does the system reject accounts with inconsistent rate codes?
       1 Check for consistency with type of meter?
       2 Check for consistency with type of customer?
29   Does the system check rate consistencies within and among services?
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                                    Customer Information and Billing System Requirements                                 Page 25

   30   Does the system allow edit criteria to be changed by authorized users?
   31   Does the system report who over rode edit criteria?
   32   Does the system print the meter reader’s comments on the billing exception?
   33   Does the system provide the following database controls:
         1 Control records containing record counts and totals for selected data elements?
         2 File activity control records reflecting date, time, and type of processing activity by major file?
         3 Run-to-run control records which help to ensure satisfactory transfer of data?
   34   Does the system provide automatic housekeeping and clearing capabilities
         (e.g., year-end routines to reset cumulative annual totals to zero)?
   35   Does the system provide centralized control over the distribution/transmission of all reports?
   36   Does the system identify, report, and suspend from billing problem accounts such as:
         1 Inactive accounts?
         2 Accounts where the reading exceeds number of dials on the meter?
         3 Days of service beyond a user definable amount?
   37   Does the system provide for on-line correction of accounts failing edit criteria
        (e.g., high/low parameters)? with automated approvals?
   38   Does the system leave audit trails of orders pending, processed and in-process?
   39   When validation rules are overridden how does the system:
         1 Suspend transactions?
         2 Store transactions for easy reference and correction?
         3 Report overrides until corrected (if suspended)?
13 Reports:
   1 Does the system include a report generator?
   2 Does the system allow users to generate customized reports?
   3 Consumption reports:
      1 Can the system generate the following reports?
           1 Consumption Variance Report (identifies customers with large changes in consumption)?
           2 Rate Verification Report (identifies consumption that is approaching a different rate class)?
           3 Consumption Usage Reports (identifies customers by rate class who usage falls into ranges)?
      2 Do the above reports contain the following information:
           1 Account number?
           2 Customer name?
           3 Location?
           4 Meter number?
           5 Reading date?
           6 Current KWH/day?
           7 Past KWH/day?
           8 Can percentage change ranges be adjusted?
           9 Last reading?
          10 Rate class?
          11 Status (active, disconnected)?
          12 Other?
   4 Sales reports:
      1 Does the system generate the following reports?
           1 Sales to ultimate customer ?
           2 Sales for resale?
      2 Can the reports show sales for any time period?
           1 Hour?
           2 Day?
           3 Month?
           4 Year?
           5 Multiyear?
           6 Other?
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                               Customer Information and Billing System Requirements                            Page 26

   3 Can sales information be queried and reported by:
         1 Route?
         2 Rate?
         3 Dollar amount?
         4 KVAT?
         5 KWH?
         6 Customer?
         7 Other?
   4 Are street and area lights included in the sales reports?
   5 Can the system show discounts forfeited as a percentage of sales?
5 Cost report:
   1 Can the system generate the following reports?
         1 Cost comparison reports which compare HMLP to other utilities?
             1 For commercial usage?
             2 For industrial usage?
             3 By amount?
             4 Fuel charge?
             5 Cost per KWH with fuel charge?
             6 Cost per KWH without fuel charge?
6 Credit and collection reports:
   1 Can the system generate the following reports?
         1 Delinquency Report (identifies customers owing payments)?
         2 Collections Eligibility Report (identifies customers eligible to be send to collections)?
         3 Collection File Posting Report (identifies payments from discontinued customers)?
         4 Payment Status Reports(identifies customer's status in collections process)?
         5 Customers eligible for service reconnection?
   2 Do the above reports contain the following information:
         1 Account number?
         2 Status (active, discontinued)?
         3 Customer name?
         4 Billing address?
         5 Location?
         6 Codes (flags, user-defined)?
         7 Last pay date?
         8 Last pay amount?
         9 Amount 31-45 days?
        10 Amount 61-90 days?
        11 Amount 91-120 days?
        12 Amount over 120 days?
        13 Other length of time?
        14 Total overdue amount?
        15 Can delinquencies amounts in certain ranges be included or excluded?
        16 Reminder date (MM/DD/YY)?
        19 Sent to Collection agency date (MM/DD/YY)?
        20 Last pay date (MM/DD/YY)?
        21 Last pay amount?
        22 Balance?
        23 Discontinued date?
   3 Does the system identify discontinued accounts with a credit balance?
7 Billing reports:
   1 Can the system generate the following reports:
         1 Pre-Billing Edit List?
         2 Billing Edit List by Route?
         3 Daily Billing Discount Forfeited List?
                                 Hingham Municipal LightingPlantRFP#111104                           CIS Requirements
                              Customer Information and Billing System Requirements                           Page 27

         4 Daily, Monthly and Yearly Billing Register?
            1 By route?
            2 By rate?
         5 Monthly, Yearly Cash Register Totals?
            1 By route?
            2 By rate?
         6 Abbreviated Gross Billing Report by Route?
         7 Unbilled Revenue Report for a user specified month?
         8 Customer Deposit Report (lists outstanding deposits and interest earned)?
         9 Yearly Miscellaneous Adjustments by Rate?
        10 Budget Accounts?
        11 Payment Plan Accounts?
        12 Senior and other Non-Standard Discount Accounts?
        13 Direct Payment Plan?
 8 Accounting reports:
    1 Are accounting reports part of your standard CIS package?
         1 An additional module?
    2 Can the following accounting reports be generated?
         1 NEACH Cash Receipts Journal (indicated customer direct payment from bank)?
         2 Daily Cash Discount Forfeited List (identifies customer who have missed discount date)?
         3 Bank Cash Receipts Journal?
         3 Automated Cash Entry Edit List?
         4 Daily Cash Journal?
            1 By route?
            2 By rate?
         5 Daily Cash Verification Report?
         6 Customer Aging Summary?
         7 Monthly Trial Balance?
            1 By book?
            2 By rate?
         8 Month-To-Date Cash Remittance Report?
         9 Charged Off Accounts?
        10 Other?
 9 Customer status reports:
    1 Does the system generate customer status reports that identify the following:
         1 Active or inactive?
         2 Other?
10 Other
    1 Does the system have graphing capabilities?
         1 Which reports have graphing capabilities?
    2 Does the system generate usage variance report that compares current usage to:
         1 Same period last year?
         2 Identifies customers whose usage has changed by user defined percentages?
         3 For specific type of meter?
         4 For specific rate classification?
    3 Does the system have a budgeting capability?
         1 Current information?
         2 YTD information?
    4 Does the system have the capability to generate a report of forecast demand?
    5 Does the system have the capability to generate a report on the following trends:
         1 High growth accounts?
         2 Declining accounts?
      Hingham Municipal LightingPlantRFP#111104           CIS Requirements
   Customer Information and Billing System Requirements           Page 28


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