6.10.12 I~ystem provides the ability to bill multiple cycles on the same !day, 25 Yes Blillng
6.10.13 I;::!~~:~~ides for se~~~:r~. b:n~i~~v o~:".l~·
'~""~~ 25 Yes Billing
6.0 BUling "'.anagement 32
Allachment 3 - Client Func!lonai Malrix
25 Yes Billing
25 Yes Billing
25 Yes Billing
Requirement
25 Yes Billing achieved through
pre-written or ad-hoc
25 Yes Billing
25 Yes Billing
25 Yes B1IIIng
25 Yes Billing
25 Yes Billing
25 Yes Billing
25 Yes Billing
25 Yes Billing
25 Yes Billing
provides the ability to reflect prorated detailed amounts 25 bill due to rate change during billing perlod_ be able to capture specific rate determinants that
system to correctly assign a default rate based on the
25 Yes
25 Yes
Consumption level/HIstory 25 Yes
6.30.18 Fixed Consumption (street lights based on a consumption) 25 Yes Billing
6.0 BOling Management 33
Altactvnenl3 • Client Funclional Matrix
.22 Amount of usaae 'es BI IIna
!3 I rates 'es BI Iina
.24 : factor) 'es BI lina
.25 Life Support 'es Bi IlnCl
6 .30.26 I!~tem
all details of calculation adjustment factors 25 Yes Billing to be used for billing statement creation.
ISystem provl~es the llblliq, on-screen for "What If Billing" and
6.30.27 can be changed and 20 Yes Billing
I I ; can be~~cI.
6 .30.28
syste~ provides the ability to track the different historical I
25 Yes Billing
System will allow for late reads to be Input without deviating
6.30.29 from onglnal billing schedule. The system will process 20 Yes Billing accounts with reads and hold the accounts without reads. This is limited to On Demand Billing.
6.30.30 System provides the ability to bill in advance for a service : . £: :..., -';; .~;;.;.. ,i~ . . ..;\.:1t.' ~.~0.3~ Water -es BllnCl
6.30.32 Sewer -es Bi Ina
~.30.33 , Electric -es ina
6 .30.34 Are Line Service es InC!
6.30.35 Solid Waste -es ina
.30.36 -es ina
.30.37 ;treet Sweeplna -es inCl
.30.38 =Iber DDt jc Leaslna es ina
.30.39 utside iahtina es inCl
.30.4<1 itreet Lia hts es ina
.30.41 ielDina lands Program 25 es na
.30.42 ireen Power es ,nil
Client .m ithls
6.30.43 m) User-defined 25 Yes Billing will function within existing capabilities of
:em to provide the ability to bill In arrears for a service: ",1;,' .. i~1 .. later 25 "yes no
ewer 25 Yes no
leanc .25 Yes ng
ire Line Service. 25 Yes I ng
iolld Waste 25 Yes na
'aramedic 25 Yes nQ
Street S leeplna 25 Yes Ina
Fiber Op ie Leasing 25 Yes Ina
'utside ahtina 25 Yes InQ
treet Ug hts 25 ..r~!i Ina
ielpin!! lands Program 25 Yes Ina
ireen Power 25 Yes Ina
m: 25 Yes Inll
6.30.58 Sy~te~ provides the ability to accommodate back billing for multiple periods with an user-defined start and end date. 25 Yes Billing
6.30.59 I~yste~. will provide for on-screen bill production for a single bill Ithat not require batch or nightly processing. Bill will be after calculations have been
25 Yes Billing
6.30 .60 ISl'.stem provides the ability to produce duplicate copies of thlO I bill. 25 Yes Billing
6.30.61 IS~ste~ provid~~ .. the ability u,,·~ ... ""''' to generate a one time bill to an existing customer. 25 Yes Billing
6.30 .62 ISystemprovldes the . ~bllity on-screen to generate a one time Imlse. bill to a ." ... -customer. 25 Yes Billing
6.30.63 'System J)fl)Yides for-.tax and fee 25 Yes Billina
6.30.64 'System provides foLoartial taxJn~~e 25 Yes BIlling
6.30.65 Isystem pro"ldes the capa~lIIty to limit the number of days an bill can stay In.the sYstem. 20 Yes Billing
6.30.66 ISystem provides the ability to bill ~w. ~"w.,,~~ based on a fixed or charae. 25 Yes Billing
6.30.67 ISystem provides the ability to assign expiration dates to 25 Yes Billing
6.30 .68 ISystem provides the ability to assign expiration dates to 25 Yes Billing
6.30.69 ,System provides the ability to track surcharges ... w~ ... ~, .W~" ' of 25 Yes Billing 'all other charaes. -
6.30.70 ~y~~ p~Yides the. ab~lIty to bill for special rates based on the .:.i~.~ >I" .... _~ ..• ~~
following but not limited to: I:;'R!:!IPeC4,';';':":
a) Applying u .. ,~ . ~ .. ~~ between contracted minimum
6.30 .71 rnn<:lIrnptlnn consumption, providing details as a 25 Yes Billing line item on the bill or on-line .
6.30.72 b) Recurring charges 25 Yes Billing
6.30.73 c) r, 25 Yes Billing
6.30.74 d) One-time ; fees ;,nd / or chargcs, 25 Yes Billing Client ; this
~~s~em provides the ability to validate dates entered (The year 6.30.75 25 Yes Billing will funct ion within 2010 accidently keyed as 2001). eXisting.~pablllties of ISystem provides the ability to validate future dates greater than Dates are validated on
6.30.76 ''x' (user-defined) the system will prompt for confirmation 25 Yes Billing service orders only and I prior to accepting the date. past dates In billing
6.0 BUling Management 34
Allachment 3 • eften! Functional Matrix
the ability to set a range for date validation upon
date.
provides the ability to Identify accounts that have met criteria to in oroer to generate ill bill, but due to
or other errors, a bill was not generated. The account
be a initial bill, regular bill, or a final bill type.
provides the ability to generate II test billing process the necessary flnancial reports for review before
submitting the billing batch to post (example: audit the
6.40.08 g) Labor charges for work performed
have the ability to select which line item on the bill
and re-blll not affectlng the other billed line items. Any charges of the select item will be automatically
6.0 Billng Management
2S
2S
2S
25 25
25 25
25 25
25 25
25 25
25 25
25 Yes Billing
Yes Billing
Yes Billing
Yes Billing
Yes Billing
Yes Billing
Yes BilUnu
Yes Billing
Yes Billing
Yes Billing
Yes Billing
Yes Billing
Yes Billing
Yes Billing
Yes Billing
Yes Billing
Dates are validated on
service oroers only and
past dates In billing
System will refer to It as
One·Time mise charge
For a particular account.
Out of5cope
Umltedto
cancel/rebilling and
entire bill.
35 Attachment 3 - Client Functional MaIrlx
25 Yes Billing
25 Yes Billing
the ability to transfer one
with the appropriate audit trail in one 25 Yes Bimng
the ability to account for cross connects I
The system will canceVre-bili each account 25 Yes Billing the correcteCi reading. The system will provide the 25 Yes Billing
25 Yes Billing
25 Yes Billing
25 Yes Billing
25 Yes Billing
2.s Yes Billing
25 Yes Billing
25 Yes Bilnng
25 Yes Billing
25 Yes Billing
25 Yes Billing
25 Yes Billing
25 Yes Billing
20 Yes Billing
6.0 Billing Management 36
Attachment 3 - Client FunctiDnal Mat~x
Ei.70.02 Zio code + 4 !5 es Bllnng
6.70.03 b) :vde !5 'es Jllinn~
6.70.04 c) :xceotlon Code !5 es BIHlnD
6.70.05 Name .5 es Billino Qytof Scope
6.70.06 !5 es Billina
6.70 .07 ~~t~~ provides the ability to sort bills by postal code for bulk 25 Yes BIlling
6.70.08 ;:a~~::~:~~e~~~~ ability to mark ""~'-W~"g'L"'~"Lg, bills so 25 Yes Billing Isystem_will provide the ability to Identify bill types (50 that ~,,~~:.:~.~; c~::"",,:. 8-.:.-
.... , .. ~ .-
6.70.09 I proper form can be used for printing) Indudlng, but not limited Itl): r-;.,~ i~'J!1Il -" if-. j.
.10 es BiiOno
.11 nitial es Bilfina
L2 es 51 ina
L3 leaular es Bi ina
L4 es Bi ina
L5 es Bi Ina
L6 ~ank draft CACH) es Bi ina
)uplicate es Bi ina
6.70 .18 lunch code (to tell how many pages of bills to be sent 25 Yes Billing
6.70. L9 Ii) Bm number 25 Yes Blilina
6.70.20 ,SPA' (Spedal Attention :o.de 1 L5 Yes BiiOna Out of Scooe .system provides the ability to sort bills based upon internal
6.70.21 bUI without printing on customer bill but grouping with 25 Yes Billing II "",!,a' .... " page. '
0;:. '&"O;~ 1 ,~c.~ "
, .... ,- ... ... :' ~-~ Q.
Syst:em ~ro.Vldes the ability to Input a range of bills to be
6.80.01 !" .,duced. the entire bill run does not need to be 25 Yes Integration Drinted all at one.tiIDe.
6.80.02 ~~::. ~~~~~s~o~ ~~~:S~I~~v:i~h~:~=\diSPlay the 25 Yes Integration
6.BO.03 ~~:~: ~~~il~Se~~:i~~~~~O~::~~!=:. system display the 25 Yes Integration
6.BO.04 System p':'lvide~ the a~lIity.to have the system display the I number of totaLbills .printed. 25 Yes Integration
6.BO.05 i~ystem provides the ability to allow restarting of a bill print run Ifrom any point. 25 Yes Integration
6.BO.06 ISystem provides the ability to allow a bill print run to be paused 25 Yes Integration ::::. es the ability to be capaDle of creating a tlTML and ' ;.s.1CI.'~ ,~~
'.'
6.90.01 II or text-oniy version of any bill for e-mail attachment purposes. 25 Yes Billing
6.90.02 I!v:s~::~~:o~':n:b~::~i!: ~I~::~I~ of cn:
atlng
a text 15 Yes Billing Out of Scope
6.90.03 ISystem provides the ability to automatically transmit bllls to 25 Yes BilOng Ith~~he !selected via fax Dr Internet services.
6.90.04 System .provides the. ability to re-print a duplicate copy of the airrent bill in an on-line mode. 25 Yes Billing
6.90.05 ~::~; :~:~~~S~h~::~~:p~= :iI~~~"cate copy of the bill 25 Yes BIlling
6.90.06 System proVi~::~~:~I~~d~ re-print the current bill after 25 Yes Billing system provides the ability to send a duplicate copy or portion
6.90.07 of third party defined for the account (ex: 25 Yes Billing ilandlord. etc.) .
6.90.0B 1:~:~!~:I~:~aes :~~O~d?S~n~:~:':e~er bills to a 25 Yes Billing
6.90.09 ISyste~ provides the ability to provide output file for bill print to ~ outsource company. 25 Yes Billing
·1-.!.;~j_S~H '-l"':'~·:.-'~.L _ .. _=- _ -.. ___ --=--=_ _. ~<= I.-;:-... ~ -~ [SYstem provides the ab!!1ty fur globa! ct..lstom mes51!ges (nc
6.100.01 1!".uII.a""",::!" needed as this may change with each bill run) 25 Yes Billing Iwhere all bills produced will have a Single message.
6.100.02 :!~:em P.rovid~b!~::~n~~p~~ :.age types to be started 25 Yes Billing
6.100.03
ISyste~!.'rovides the ability to view history of bill messages for a 25 Yes Billing ."" .. " .. "'~.
6.100.04
I~y~~,:" ~rovi~es the ability to define custom messages by customer, range of customers, dass, zip code, rate, 25 Yes Billing ,etc.
6.100.05
~System provides the ability to display a message based on cyde n~mber: 25 Yes Billing
6. 100.06 System provides the ability to display a message based on route number. 25 Yes Billing
6.100.07 System provides the a~~ty to define custom messages by serv~ Dr other I group. 25 Yes Billing
,":::-,:~~-:....~ ~ -~ ..... - '"-'-c c:;, ,;:'E. ..
6.110.01 ;~~: ~~~i!e;s!: a~~t~
multiple accounts onto 25 Yes Billing
6.110.02 ISystem will provide the ability to send the master account a Isummary bill In addition to detailed bill for Individu al accounts. 25 Yes Billing
6.0 BIlling Management 37
Attachment 3 - Client Funcllonal Matrtx
2S Yes Billing
25 Yes Billing
25 Yes Billing
25 Yes Billing
25 Yes Billing
25 Yes Bilflng
Yes BllDng
Yes
25 Yes Billing User Initiated batch job
25 Yes Billing
25 Yes Billing
25 Yes Billing
25 Yes Billing
25 Yes BIlling
25 Yes Billing
25 Yes Billing
25 Yes Billing
25 Yes Billing
25 Yes BIlling
the ability to select what service will be 25 Yes Billing budget bill when multiple services are offered_ 25 Yes BUnng
25 Yes Billing
25 Yes Billing
25 Yes Billing
25 Yes BILling
25 yes Billing
25 Yes Billing
25 Yes Billing
"- )---~; - --;-~=-1r:- -,-' - -. ,-:- i "."--.~,:-~-- - -~"'l~-if7'~'-~A'N ~
... " .~ :~' "I, ' '-"',,!~~,~.:,-,~.:::-:,/"'<;<"-J't
,_- , . .• I I, ~. ~', - ,;>, ... .:., ____ _ . __ -' __ ~- __ L___ _ __ ll1 _ _ ~_~./~
6.0 BIDing Management 38
Attachment 3 • Client Functionat Ma!rix
25 Yes Billing
15 Yes Bilfing Modification, See Exhibit
1 25 Yes BIIHng
25 Yes Billing will function within
existing capabilities of
25 Yes Billing
water meters that 25 Yes Bilfing
on percentage or fixed 2S Yes 611rong
25 Yes Bnllng
25 Yes Billing
25 Yes Billing
25 Yes Billing Out of Scope
25 Yes All services must be on
6.150.01
20 Yes Billing Non-Commodity only
25 Yes Bllnng
25 Yes Bilnng
Dollar limit Is defined bv
the tiers set-up In
consumption.
provides the ability to calculate special surcharges 25 Yes Billing Surcharges for on consumption with a user-defined dollar limit. consumption can be tiered to allow for
minimum and maximum
thresholds.
25 Yes Billing
25 Yes Billing
25 Yes Billing
25 Yes Billing
25 Yes Billing Out of Scope
B.O Billing Management 39
AttachmentS· Client Functional Matrix
25 Yes Billing
25 Yes BiIDng
2S Yes Billing
6.160.07 25 Yes Billing
through
25 Yes Billing pre-written reports, ad-
hoc reports, or importing
enQuesta accepted file
formats.
Billing
Yes Billing
Yes Billing
Billing
25 Yes BiIHng
25 Yes Billing
25 Yes Billing
25 Yes Billing
25 Bllnng
25 Yes Billing
25 Yes Billing
for other unmetered related 25 Yes Bllnng Assumes this is 21 flat rate.
25 Yes Billing
Yes Billing
'... - -~~-:"'-----'-.'~'-" .--- "--'.'i - -~;;:~·----'3- . ..... -~-·ft.· -, - ""II;"".:)..;!'·"
_ _ -..:: 1 - __ -~. ~-,. _ _~t:' k_.:_-~; -=.~_~.~
Yes Billing
2S Yes BiIHng
can
25 Yes Billing
25 Yes Billing
6.0 Billing Management 40
Attachment 3 • Client Funcllonal Matrix
6.180.01 1~~s:~:r:r~:\~~S :~: nao~lli%i::~~~or Special o>u, ,-"g, !lC~ based Assumes that it will be
6.180.02 8) Premise location. 25 Yes Billing on the account at a nremlse
6.180.03 Power Factor es ,n!!
6.180.04 Power ouality rate (kVAR1 es no
6.1BO.05 Seasonal (weather es ng Out of ScoDe
6. 18C.06 cost (imDact fees. etc. es na
6.180.07 f) Equipment (stand by generation, high-quality power, etc.) 25 Yes Billing ;~:em an account for demand for an individual location Out of Scope - MOMS 6.180.08 for demand from individual demand meters by 25 Yes Billing spedfie d to derive the peak demand for a service. system fuctlonallty
6.180.09 Provide the ability to associate demand peak usage with an Yes Billing electric usaae.
6.1BO.10 S~~i:I~~t:l~~~ ~:t ~!~:;~:':~~"WY'Y types of electric ~~~~tt"'~' , ;: i~~~·;:re· 1 ~.~Pi~:- I'''' " ~.- '~' - ~ I.::-;"'Z. .£.
'" 6.180.11 cWh 25 Yes Billing
6. LBO.12 (W 25 Yes BillinJl
6. L80.13 ~/kVAR 25 Yes Billing
6.1BO.14 'nrl"c.rt~' , and 7 ."1";'" • .. :.. .. :~:: ~: ' ;'~.L.~ ,.".'7~ .
Limited to 2 seasDns per
6.1BO.15 I) Unlimited seasons 20 Yes Billing to fiveTOU Peaks Der season
Limited to 2 seasons per
6.1BO.16 II) Unlimited peaks 20 Yes Billing to fiveTOU
Peaks n .. r """""n
6.L80.l7 IIi) All davs of the week month I vear 25 Yes Billina
6.1BO.18 Iv) 24x7 houriy capture Df consumption 25 Yes Billing O:s:!C:~'n':~~S
6.180.19 v) Holiday rates I periods 25 Yes Billing Fa:. i:~~l~il~ Ie) Rat-rate billina es lina
es lina
la) Real-time Pricina es lina
I h) Critical Peak Pridna es lina
Increasina or blocks or tiers for ali rates es Iina
es lina
Electric (water) utility booster DumDS es lina
, Anv Df the above
----
6.1BO.28
~ystem provides for unlimited user-defined adjustment, charges, I I~'. ~:.lil~~:1 fl!8S, or ..... -;.J."-~,,'
6. L8C .29 I Enerav charae '~"'~."~-
6.1BO.30 Nan-time related eneray charae
6.180.31 )n-oeak eneraY chaflle 25 Yes Billi ng
6. 18C.32 Mid-Deak eneray charae 25 -y ~ Billing
6.1BO.33 Off-Deak enerav charae 25 yes BllllnQ
6.180.34 'charae 25 Yes Billing
6.180.35 Demand chaloe: "' ~
%!!~, .' ~ ';.~";:-~ ~'-~
6.180.36 Non-time re lated max demand Yes Ing
6.180.37 On-oeak bil lina demand es inC!
6.1BO.38 iii I Mld-Deak iIIina demand es ina
6.1BO.39 I~ I Off-oeak bi III no demand es Ina
6.1BO.40 ' Demand charae - S/kW of biliinCl es In!!
6.1BO.41 e) Voltage discounts, kWh I kW houriy energy rates percentage 25 Yes Billing
6.180.42 In Voltaae rates 'es
I
dUDlicate - n/a
13 10) Power factor 'es
14 1M rransltlon Charae 'es
5 In rransltlon ::harae Der kWh 'e5
J.' 6 ' Green Power Charae I ~- .' , ;~, ~ '_.1- ,,~.:
J.' n - 3-tlers 'es inQ
Ii' I -3-tiers 'es ina
lin rrackina and reDortlna of all GP charaes 'es ina
Iv) MinIMax number of ' blocks of enerav 'es ina Out of Secoe v) Based on ,of '8$ ina
Ik) Franchise fees 'es ina
1 n Power cost : oer kWh 'es ,no
1m) Der kWh 'es Ina
6.180.55 In) Electric water, space heating charge, life support (e.g., first itler of I •• ,. is larger) 25 Yes BIlling
6.1BO.56 Minimum charoe 'es nQ
6.180,~7 Basic rlfellne es nQ
_6, 180.58 I Rate es no
6.180.59 , Service Voltaae 'es no Out ofScoDe
6.180.60 Is) X-Ray 1 .. ~~I.u .. v, (e.g., $1.00 per kVA of transformer 25 Yes Billing IcapacitY charge
6.180.61 iAIl electric rates can be tracked at the 'level, ~ \~
-
~~i.;C:;;~t~ 'Inrllll'lln '"
6.180.62 a) Transmission and the Transmission Owners Tanff Charge Adj 25 Yes Billing Ib) nh:l'rit.omn~ charoes 'es ,Ina
Ic) Charae es B InQ
Id) n Charae es B ina
e) Public Purpose Pr~Charoe es B InQ
: of Water ~pcn" ....... Bond Charae es B Ina Outof3~ope ~.I I CPUC R .. ;mh""" .. m .. n~ Fee es Bi ina Out oLStrule
6.0 BDling Management 41
A1Iachment 3 - Client Functional MatTIx
System provides the ability to bill for the following Real-Time Pricing Rate based on baseline usage for classification. RTP is
6.180.70 defined as the practice of continuously varying prices to 'UI'su,m,.", to reflect simulated hourly variations in the marginal oe"e~.tlr'o electricity. Characteristics of RTP include:
6.180.87
System provides the ability to bill for the following Critical Peak Pricing Rate based on baseline usage for classification. CPP Is as the practice of continuously varying prices to
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 events, the CPP rate offe~ lower prices during all other Characteristics of CPP Include:
24x7 hourly periods (with not less
of a specific amount of electricity biiied lit II fixed charge. Also induded is default capacity.
for risk-free testing of CPP for 'x'
6.0 Billing Management
25 25
25 15
25 25
20 25
25 15
15 25
15 Yes Billmg
Yes Billing Limited to one demand
charge per billing period
Yes Billing Out of Scope
Yes BIIDng
Yes WebConnect
Billing Out of Scope
Yes Billing Out of Scope
Yes Bliling Out of Scope
Yes WebConnect Out of Scope
Yes Billing
Yes Billing
Yes Billing Out of Scope
Yes BIlling
Yes Blifing
Yes Billing Out of Scope
42 AttachmentS· Client Functional Matrix
r",'I"iflr,,"lnr,· requirement and tracking
or existing load must mainlllin a min load
will support qualifications for cost effective energy
Il'!ft~I!i'!nC" measures (I.e., tracking of energy effiCient appliances, Discount will apply to ali energy (retained load) or
Ilnc:re~ne~ltalload based on the contract with the City a load factor calculation: ilCtual energy
IcolnSIJlm~)tlon in the billing period divided by the result of
6.180.164 multiplying the maximum demand In the billing period by the number of days In the billing period by 24 hou~, with the final result as a
6.0 BlRlng Management
15 25
25 25
15 25
15 15
15 15
15 15
25 25
25 25
25 15
15 25
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
No
No
Yes
Billing
Billing
Billing
Billng
Bn6ng
WebConnect
Billing
Bilfing
Bilfing Out of Scope
Billing Out of Scope
BUling Out Scope
BilUng Out of Scope
Out of Scope
New Service
New
New Service
New Service
New Service Via account alerts.
This is EDR (Economic
Development Rate) and
scope process of
stepping down the rate
This is EDR and scope
process of stepping down
Requirement to be
New Service through
pre-written or ad-hoc
report.
43 Allachment 3 • Client FunctiDn81 Malrix
6.190.01
Fixed energy charge based on kWh per device per month 25 Voltage constraints (can't be > 240V) and I or watt rating) 25 Yes Billing Out of Scope
2S Yes Billing Further definition during
BPA may be required.
2S Yes BnOng
25 Yes Billing
based on 25 Yes Billing
25 6.0 BIDIng Management 44
Allachment 3 • Client Functional Malrix
6.220.01
6.220.07
the current NEM charge (debit, If net consumer)
producer), in dollars, on the customer's bill - using
rate dass the customer Is enrolled in.
the refund credit, In dollars, on the customer's bill
different rate (based upon APU's cost of generation - or value stated in the NEM contract). This Is a monetary
- not kWh. The financial refund may be issued In a check to the customers electric portion of the acc:ount.
will provide for NEM contract refund per-kWh amount
with each customer) and the amount could
the ability to recondle (at cycle billing) each
cu,;mrne,'s account by following:
Id.,ntl'Mn,a the NEM amount now due and payable, shown as If the customer has used more energy than generated.
6.0 BiI»ng Managemenl
25 25
25 25
25 25
15 25
25 25
25 25
25 25
25 25
25 Yes
Yes
Yes
Yes
Yes
Yes
No
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Billing
Billing
Billing
Billing
Billing
BiIHng
Billing
Billing
Billing
Billing
Billing
Out of Scope
enQ Is not to
have both monthly and
bi-monthly fees an one
Out of Scope
TIed to the annual cash
compensation rate
AttachmentS - Client Functional Matrix
6.220.16
6.220.17
6.220.18
6.220.31
A debit of kWh/kW/kVAR can be applied and / or removed
All NEM credits are available to the customers electric portion the bill only. Credits (I.e., dollars) for NEM cannot be applied other service.
A credit balance of dollars and kWh can be carried on the for an user-defined period of time.
the account is closed with a net energy credit, the
not be owed any compensation by the utility.
and apply delinquency rules
exempt flag the
Is capable of performIng prepaid metering in the
It~lditlonial fashion of kiosks/payment stations and swipe meters Is fully integrated to the as.
is capable of performing prepaid metering In the modem
of advanced meters, an in-home display. and a web
paystation that is fully integrated to the as.
6.0 BOling Management
25 25
25 25
25 15
25 25
25 25
25 25
25 25
25 25
25 25
25 25
25 Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Billing
Billing
Billing
Billing
Billing
Billing
Bllnng
BI111ng
Billing
Billing
BillIng
Billing
Billing
PayConnect
Billing
Billing
Billing
Billing
WebConnect
WebConnect
User defined limitation:
Annual true-up is based
on dollars. Monthly Is
kWh
Modlncation, See Exhibit
1 Daily batch processing -
once per day
Will require II real-time
46 Allachment 3 • Client Functional MatrIX
25 Yes WebConnect
25 Yes WebConnect
supports remote manual or automated disconnects . 25 Yes Billing will accept a trigger from an external system to 25 Yes Billing (e.g., PDA, mobile data terminal, etc.) provides balance notifications and alerts to the 25 Yes WebConnect will Interface to a thlnd-party payment transaction 25 Yes PayConnect 25 Yes PayConnect
25 Yes PayConnect
25 Yes Billing
25 Yes Billing
25 Yes Billing
Client understands this
25 Yes Billing will function within
existing capabilities of
25 Yes WebConnect
register i! new online user 25 Yes WebConnect
25 Yes Account
Management
25 Yes Billing System will have relll
time Interface with ES8
25 Yes Donations
25 Yes Donations Out of Scope
25 Yes Donations
6.0 Billing Management 47
AI1achment3 • Client Functional Matrix
System will allow the pledge amount to pay any portion of the
6.240.04 outstanding balance (I.e., any dollar amount against outstanding
6.240.05
6.240.06
6.240.07
6.240.08
6.240.09
6.240.10 a pledged amount Is dropped or deleted, the system will the pledge amount back into the outstanding balance.
6.240.11 will automatically remove the · pending payment" statUs actual pledge payment has been received by the utility. actual pledge payment has not been received by the utility 'x' (user-defined days), the system will automatically flag
6.240.12 the account in an online worlcqueue 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) .
6.240.13
6.240.19 g) User-defined
6.240.26
6.240.27
6.240.28
6.240.29
6.240.30
6.240.31
6.250.01
6.250.02
6.250.03
am~unts, including,
a detailed online (web) application I
that allows access to account Information
the ability to pledge payments for the proper
the
CA 58120: Whenever an electrical, gas, heat, or water
corporation furnishes individually metered residential
to residential occupants In a multiunit residential
l&tl'u,oturfl. mobile home park, or pvmanent residential 1&tl'u,otul'8& In a labor camp, as defined In Section 17008 of Health and Safety Code, where the owner, manager,
is listed by the CXlrporation as the customer of
the CXlrporatJon shall make every good faith effort
the ~dentlal occupants, by means of a notice,
the account Is In arrears, that service will be
I"',rnlinat •• d at least 10 days prior to termination.
SB120 as defined by the
6.0 BIlling Management
25 25
25 25
25 25
25 25
25 25
15 15
15 Yes Donations
Yes Donations
Yes Donations
Yes Donations
Yes Donations
Yes Donations
Yes Donations
Yes DonatiOns
Yes Donations
Yes Donations
Yes Billing
Yes Billing
Yes cae
SQL statements written
by the Client and
installed in the work
queue byS&S
will function within
existing capabilities of
Out of Scope
Out ofScopl!
Out of Scope
48 6_250.31
6.250.41
6.0 Billing Management
Altachment3 - Client FunctiDnal Maim
identify to the utility a landlord or homeowner with
who is delinQuent through the following means but
to:
indicator for which notice Dr door
25 25
25 25
25 25
25 25
25 25
25 Yes
Billing
Yes Billing
Yes Billing
Yes Billing
'fes Billing
Yes cac
Yes cac
Yes cac
Yes cac
49 AI1achmenlS • Client Functional Mal ~x
This will need to be
6.250.53 f) Korean 25 Yes C&C completed by the
external orint orovider.
This will need to be
6.250.54 g) Other (please use vendor notes) 25 Yes C&C completed by the _external orint orDvider.
System will automatically notify illi tenants of the landlord or ~:. -:"" :"'~).~F ~ 1 ~:~t4f~ ~:·*·.tI~:~;~f
6.250.55 homeowners 'x' deys in advilnce of service tennination, linr:ludina: I." !:.s. ~
Through combination of
6.250.56 a) 10 days 25 Yes Billing ad-hoc report and Import nfCsvflle.
Through combination of
6.250.57 b) 20 days 25 Yes Bining ad-hoc report and Import nfCSVfll".
Through combination of
6.250.58 c) 30 dilYs 25 Yes Billing ad-hoc report and import nfCSVfll".
Through combination of
6.250.59 d) User-defined 25 Yes Billing ad-hoc report and import nfCSV file.
6.250.60 System will allow for the tenant(s) to "establish" services that 25 Yes Billing were in the landlords name.
6.250.61 System will provide for comments and notes regilrding the 25 Yes Billing status of the landlord I tenant relationship.
System will indicate I flag I message whether or not the landlord
6.250.62 has attempted to notify the tenants of the condition of . 25 Yes Billlng delinquency .
System will support If prior service with the utility Is a condition for establishing credit with the corporation, residence and proof
6.250.63 of prompt payment of rent or other credit obligation acceptable 25 Yes Billing to the utility for that period of time Is a satisfactory equlvillent for establishing service.
In order for the amount due on the delinquent account to be waived, the system will require an occupant, who becomes a customer, to verify that the delinquent account customer of
6.250 .65 record Is or was the landlord, manager, or agent of the dwelling. 25 Yes Billing Verification may Include, but is not limited to, a lease Dr rental agreement, rent receipts, a government document Indicating that the occupant Is renting the property, or other Information.
System will "trap· and "flag" the condition where a landlord Requirement to be
6.250.66 attempts to terminate all services for Its tenants. System will 25 Yes Billing achieved through Cognos provide a means of follow-up for the utility. pre-wlitten or ad-hoc ....nnrt.
System will support the condition where any service wrongfully
6.250.67 terminated shall be restored without charge to the reSidential 25 Yes Billing oCC1Jpants Dr customer for the restoration of the service.
6.0 BlIIlng Marnlgemenl 50
AHachment 3 -Client Fundl.nsl Malrlx
7.0 Rates Management
I. Functlonellty Neme of System
Requirement DellCrlption 5105 Respon •• Included In or Module Thet Notu Price? (V .. or Provld .. Thls No) Functionellty
~ ... i
~ ~--~,~. , .,-
~ ,- -
7.00.01 System will allow the user to aSSign revenue G/L account 25 Ves Rate Management Inumbers to all Individual bill comoonents.
7.00.02 system provides the ability for multip~ rate changes within a 25 Yes Rate Management Rates don't have "end dates." billing period. They end when they are replaced.
7.00.03 System to provide the ability to set up rates and spedal charges 25 Yes Rate Management Rates don·t have ' end dates." with defined start and stop dates (user-defined). They end when they are replaced.
System will allow for, after rate change, historical rates that
7.00.04 Include Hxed rates to be available for adjustments for prior 25 Yes Rate Management periods.
7.00.05 System provides the ability to setup and assign other specific 25 Yes Rate Management taxes.
7.00.06 System provides the ability to setup and maintain specific rates 25 Ves Rate Management on-line without programming.
Scheduled release going live in
2012. AS explained, it will be able
System provides the ability to design rates utilizing Excel-based to +, -, x, and / . For example, It
7.00 .07 equation statements. 20 Yes Rate Management can provide for simple and basic computations. Simple arithmetic
functions. Re\ds must be taken
from tables within enQ.
7.00.08 System provides the ability to assign a rate to the following:
7.00.09 a I Premise level 25 Ves Rate Manaaement
7.00.10 b Service level 25 Yes Rate Manallement
7.00.11 c Account level 25 Yes Rate Manaaement
7.00.12 d Customer level 15 No Rate Management Out of Scope
7.00.13 System to provide the ability to inactivate a rate without 25 Yes Rate Management programming.
7.00.14 System provides a copy function (create a new rate based on old 2S Yes Rate Management rate structure).
7.00.15 System will track historical rates and allow for the ability to 25 Yes Rate Management browse/review the lnactfve/hlstorlcal rates .
7.00.16 System to provide the ability to create special or negotiated rates. 25 Yes Rate Management
7.00.17 System provides the ability to track user ID/timestamp for last 25 Ves Rate Management update of rate.
7.00.18 System provides user-defined security for on-line creation, 25 Yes Rate Management modification and deletion of rates.
System will provide for the creation of user-defined one-time
7.00.19 miscellaneous charges based on user-defined customer type or 25 Yes Rate Management credit.
7.00 .20 System provides for selection and viewing/printing of rate 25 Yes Rate Management structures and entire rates master as reaulred.
System provides for the construction and maintenance of rate
7.00.21 schedules by service type and service point for the following services:
7.00.22 a) Elecb1c 25 Yes Rate Management
7.00.23 b) Sewer 25 Ves Rate Management
7.00.24 c) Water 25 Yes Rate Management
7.00.25 d) Fire Une Service 25 Yes Rate Management
7.00.26 e) Solid Waste 25 Yes Rate Management
7.00.27 f) Paramedic Subscription 25 Yes Rate Management
7.00.28 g) Street Sweeolna 25 Yes Rate Management
7.00.29 h) Outside Ughtl~ 25 Yes Rate Management
7.00.30 il Street Ughts 25 Yes Rate Management
7.00.31 il Green Power 25 Yes Rate Management
7.00 .32 k) Rebate Proarams 25 Ves Rate Management Out of Scope
7.00.33 I) Net Meterina 25 Yes Rate Management
i .00.34 m) Fiber optic / wireless billina 25 Yes Rate Management
7.00.35 n) Aoollance loans 25 Yes Rate Management
7.00.36 1) Simple Interest 25 Yes Rate Management
7.00.37 2 Compound Interest 1 No Out of Scope
7,0 Rates Management 51
7.20.01 1.20.02
7.20.03 7.20.04
7.20.05 7.20.06
7.20.07 7.30.01
7.0 Rates Managemonl
Attachment 3 - Client FlBlctlonal _
that each rate must have the capacity to
minimum SO digit alphanumeric cash receipts
a required Held. This Is to accommodate dty-
provide on-line setup and maintenance of rates,
charge descriptions that Indude but not limited to:
with
rates for metered serviCes, unmetered services,
orclfe.l;slonal services, charges and fees Including but 25 25
25 20
25 25
25 25
25 25
25 25
2S
Yes
Yes Rate Management
Yes Rate Management
Yes Rate Management
Yes Management
Yes Rate Management
Yes Rate Management
Yes Rate Management
Yes Rate Management
Yes Rate Management See Exhibit 1
will
Yes Rate Management
Yes Rate Management
Yes Rate Management
52 Allachment 3 - Client Functional MaII'Ix
water
the ability for real-time pricing for residential
accounts (Costs of Fuel, Rate, etc.)
and charges for any raw service that moves back "the
Into the energy provider'S grid, along with the
rules'" for how any credit for such charges gets applied elec:tri!:-D!)rtic)n only of the blU(s).
at which the amount we:; pu:led In. The meta;
and time contribute to a "time of use"
I~Dln~Llm.mD,n_ and the providers energy charged for this based of use" or "Interval" rate, based In turn on the
price at the time that the service was
7.0 Rates M •• ag_
2S
2S
2S
lS
25 25
25 2S
2S
25 Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Rate Management
Rate Management
Rate Management
Rate Management IM"naIDem.'ntl
Rate Management
Rate Management
Rate Management
Rate Management
Rate Management
Rate Management
can be calculated Dn enQ
I
of Scope
53 Allachment 3 • Cllant FunCiIonal Matrix
f) Any amounts of service generated by Customer (co-
generated) and pushed back Into the provider's grid. Some of the meter devices are measuring service transmission Into customer's meters and some lire measuring possible service
7.40.07 transmission out of customer's meters, these meters are 2S Yes Rate Management Out of Scope collectively caKed "two-way meters.' These two-way meters are also tlme-of-use-based, so that energy provider will pay the customer for the elCcess energy based on some percentage of the cost of service rate at the time the excess service was provided.
7.0 RII .. Management 54
Attachment 3 - Client Functional Matrix
8.0 Usage Management
I •• Functionality Name of Svatem
I
Requirement Description sas Response Included in or Module That Note. Price? (Ves or Provides This NO) Functlonalltv
_ B;OOiO-U, IIif .. n w1i . ".." ~o. ~I " "'0! .... J.
-~
8.00.01 System to provide the ability to change, on-line the association 25 Yes Billing between routes. eye/es and accounts.
8.00.02 S stem orovides the followina evcle Infomnatlon:
8.00.03 a Oescrlptlon' . 25 Yes Blllina
8.00.04 b :Vcle number 25 Yes Blilina
8.00.05 c Last bill date 25 Yes Billina
8.00.06 d Next scheduled read/bill date 25 Yes Bllllna
Requirement to be
B_00.07 e) Associated number of active and Inactive routes 25 Yes BIlling achieved through Cognos pre-written or
lad:hoc reDort.
8.00.0B f Number of stops/reads within a cvcle 25 Yes Blilina
8.00.09 S stem provides the followlno route Infomnation:
8.00.10 a Associated Cycle Number 25 Yes Blilina
8.00.11 b Description 25 Yes Blilina
8.00.12 c Route number .25 Yes BIIIIM
8.00.13 d Last read date 25 Yes Bllllna
8.00.14 e Next scheduled read date 25 Yes BllllriQ
8.00.15 Number of stoos/reads within a route 25 Yes Blilloo
8.00.16 g) Number of smart versus standard (unintelligent) meters 25 Yes BIlling h) The ability to associate a time per read per meter. The value Modification, See Exhibit 8.00.17 can be uploaded or manually entered to standardize the route 15 Yes Billing read time. 1
8.00.18 System to provide on-line or batch report of the following i formation reaardin" Neles and rout",,:
B.00.19 a Subtotaled bv revenue G L code 25 Yes Blllln"~
8.00.20 b Numberofmeters/eaulDmentbv~De 25 Yes Bllline
8.00.21 c ConsumDtion 25 Yes Billin"
8.00.22 d Reads 25 Yes 8IlIIna
8.00.23 e Revenue billed MTD 25 Yes Bllllna
B.00.24 Revenue billed FYTD 25 Yes Blilino
8.00.25 g) Aaed receivables 25 Yes Blliina
8.00.26 System provides the ability to accommodate the fallof ,ing read route functionality on-line:
8.00.27 a establishment of a new route. 25. Yes Bllllna
8.00.28 b deletion of a route. 25 Yes Bllllna
B.00.29 c chanae of route attributes. 25 Yes' Bllllno
8.00.30 d automatic re-seauencina within a route 25 Yes Billlna B.00.31 e) automatic renumberln; of routes to allow for size limitations. 25 Yes Billing
8.00.32 f) automatic re-sequendng of the route from the hand held 25 Yes Billing device.
8.00.33 g) re-sequence the meter reading sequence of a service or group of servir_. 25 Yes Billing
8.00.34 h) ability to adjust meter reading routes or move accounts to a Idifferentblilino <:vele. 25 Yes Billing
8.00.35 i) user can re-sequence meters through a GIS grllphical 15 Yes Billing Out of Scope interface/:lrd naltv routlno software. ~) user can re-route and re-sequence large blocks of accounts Resequencing blocks of B.00.36 through batch processing or a single, Individual account by user 25 Yes Billing accounts within II route or through meter reading software. will be done within
htmn
System provide:; on-line ability to maintain, and update via
8.00.37 batch from Itron/AMI-MDM, route relld history infomnatlon for the following:
8.00.38 a Descrlotlon of the route. 2S Yes Bllllna
8.00.39 b) Last read date. 25 Yes Blllina
8.00.40 c) Number of meters within the route. 15 Yes Billlna o t of Scope
8.00.41 d Route Identification number. 25 Yes Blllina
8.00.42 e) Name of meter reader or meter reader 10 reading the route. 25 Yes Billing
8.00.43 f Start and finish time of the route. 25 Yes Bllilna B.00.44 Mileaae driven to camDlete the route. 15 Yes Blilina o t of Scope
8.00.45 h Schedu ed meters that were read. 25 Yes Bllllna
8.00.46 i Scheduled meters not read 25 Yes Billlna
8.00.47 j) Provide list of meter reading exceptions based on user- defined criteria. . 25 Yes Billing
8.00.48 k Unauthorized usaoe. 25 Yes Bllllno
8.00.49 System provides the on-line ability to easily change an account 25 Yes Billing Ifrom one route to another route.
B.OO.SO System to accommodate routes for non-metered services 25 Yes Billing separately from meter-reading routes.
8.00.51 System provides the on-line ablRty to easily change multiple 25 Yes Billing accounts from one route to another route.
B.O usage Management 55
B.O Usage Management
AllaChment3 - CHent Functional Malrtx
to change on-line the following
to provide lt1e ability to download and upload mass
to/from the Itron application (a Rat file transfer
based on the following but not limited to:
measurements
reading information,
25 Yes Billing
25 Billing
25 Yes Billing
25 Yes
25 Yes Billing
25 Yes Billing of Scope
25 Yes Billing of Scope
25 Yes Billing
25 Yes Billing
25 Yes Billing
',. --,... lr- - -': . ~--: - ~:: .. ;_'~---,.~
'. - ,L"l .! ..... __ " . __ ~~"_'i
25 Yes Billing
25 Yes Billing
25 Yes Bilnng
Yes
. '.-- ~-~'r.; ' .. ~:.-:-.'~j~,",.- ·-·~"'11~· -. ' .. 1 ,! "',. . - • ,J _" ;.,.., ':4i'-·, ... :~ ,; ... ~, '-' ~~ __ h"'_~~'~ ____ """_ _ ~ 56 8.0 US9ge Management
Allachment 3 • Client Functional Malri.
provide the ability to make corrections/changes to
read dates, and metered/measured consumpt ion with
history on tamper
to calculate the average dally use
25 Yes Billing
25 Yes 81mng
25 Yes Billing
25 Yes Blmng
25 Yes Billing
25 Yes Billing
25 Yes 8IlJing
:; --~- --.-.. :~I _:--,- -~ - --;- -- -~:~r~. ~~
L~· .. --=_-·d~-:~-·": _.- ··~t_ -. _,,- -.!.. ... -d~;:..~~ 25 Yes Billing
25 Yes Billing
;;'"'i·:-':-iF-"T='l·~'':'·~''''.l'-~~'r~ -. - ~~!J~.-\""'~V~f t_: .:-... ~I_~.-",=~ ___ _ •• '~ ... _._~~ ____ ~~~~ _____ ~~1 25 Yes 81l1Jng
25 Yes Billing
25 Yes Billing
25 Yes
25 Yes Billing
25 Yes Billing
25 Yes 81l1Jng
25 Yes Billing
25 Yes Billing
25 Yes Billing
25 Yes Billing
25 Yes Billing
Attal:hment 3 • Client Functional Matrix
25 Yes Bimng
25 Yes Billing
1 No
25 Yes Bilrmg
25 Yes
8.50.01 25 Yes BiDIng
8.60.01 2S Yes Bil6ng
2S Yes Billing
25 Yes BlI6ng
2S Yes Billing
8.0 Usage Management 58
Attachment 3 • Client Functional Matrix
9.0 Inventory Management
!
Is Fundlonallty Name of System or
Requirement Description S&S RelponH Included in ModuleThllt Notes Price? ('tea or Provides This I No) Fundlonallty
.
1Ic.og-,m: Meter. ~
9.00.01 sys tem will allow for a minimum for 12 alphanumeric characters 2S Yes Device Management field for meter number.
9.00.02 System will at a minimum store and track the following types of meters and devices and their current location:
9.00.03 a) Electric meters 25 Yes Device Manaaement
9.00.04 1 Sinale ohase 25 Yes Device Manaaement
9.00.05 2) Three ohase 25 Yes Device Manaaement
9.00.06 3) Demzmd 25 Yes Device Management
9.00.07 b TIme-of-use 25 Yes Device Management
9.00.08 c Multi-function meters 25 Yes Device Manaaement
9.00.09 d CT's 25 Yes Device Manaaement
9.00.10 e PT's 25 Yes Device Manaaement
9.00.11 If) Test Switches 25 ves Device Manaoement
9.00.12 Ig) Other eouiament as defined 25 Yes Device Manaoement
9.00.13 h) Transformers 25 Yes Device Manaoement
9.00.14 System will provide the ability to mass change specific meter 25 Yes Device Management attributes.
System will allow for mass entry of meters and attach
9.00.15 predefined meter and associated device (AMR, AMI-MOM, 25 Yes Device Management Iprepald sWioe etc.) numbers.
9.00.16 System will allow for a single meter to be added to inventory . 25 Yes Device Management System will allow upload of meter Information from
9.00.17 manufactures through CD-ROM or the internet Into a pending 25 Yes Device Management status .
9.00.18 System will allow upload of meter information from 3rd party 25 Yes Device Management meter manaaement svstem Into the sYstem.
9.00.19 System provides the ability to mass delete meters that are not 25 Yes Device Manllgement Client DBA to active and associated Information from inventory. manaQe
9.00.20 System provides the ability to delete a single meter/equipment 25 Yes Device Management that is not active and the associated Information from Inventory.
System provides the ability to track equipment/products that are
9.00.21 not associated with an Inventory or serial number (e.g. , cr, PT, 25 Yes Device Management oreoaid swioe meters etc.)
9.00.22 System to provide the abilitv to Drocess multlole reoister meters. 25 Yes Device Management System to provide the ability to maintain programmable
9.00.23 electroniC meters and AMI-MOM devices. All numbers will need 25 Yes Device Manllgement to be visible In the SYStem and related to each other.
9.00.24 System to allow for more than one premise to be associated with 25 Yes Device Management a single meter.
System provides the ability to accommodate multiple meters at
9.00.25 a premise that measure different components of usage (For 25 Yes Device Management examale: kWh 81. kW net meterinQ etc.)
9.00.26 The ability to pillce into, track, and remove from inventory non- meter reillted items such as:
9.00.27 a whole-home surge protectors 25 Yes Device ManaQement
9.00.28 b reQular surQe protectors 25 Yes Device Manilciement
9.00.29 c IIQht bulbs 25 Yes Device Manaaement
9.00.30 d conservation eQuioment 25 Ves Device Manaaement
9.00.31 e load control devices 25 Yes Device Manaaement Client understands
this will function
9.00 .32 25 Yes Device Management within exiSting
capabilities of
lfl user defined enQueste.
f-9.10,O~C)~ IMIIte, '-
9.10.01 System to provide the ability to assign and modify the following I meter status but not limited to:
9.10.02 a Active 25 Yes Device Manaoement
9.10.03 b Inactive 25 Yes Device Manlloement
9.10.04 c In inventorv 25 Ves Device Manaaement
9.10.05 d On truck 25 Yes Device Manaoement
9.10.06 e Damaoed or under-repair 25 Yes Device Manacement
9.10.07 Retired/Puroed 25 Yes Device Manaaement
9.10.0B [g} User defined 25 Yes Device Mam;aement
9.10.09 h) Stolen 25 Ves Device Manaaement
--System to provide the ablllty to uniquely Identify a meter by the 9.10.10 following attributes, but nat limited to: - -
9.10.11 a Meter number 25 Yes Device ManaQement
9.10.12 b Meter tvee 25 Yes Device Manaaement
9.10.13 c} Meter manufacturer 25 Ves Device Manaaement
9.0 Inventory Management 59
IV;
Allachmenl3 • Client Functional Malrix
9. 14 Id, Meter size
9.10. 15 lel Number of dials
9.10.16 '.10.
.10.
'.10.
'.10.21
9.10.21 9.10.22
9.10.23 9.10.24
9.10.25 ~.10.26
~ .
9.10.33 .10.34
9, ,35
9.10.36 9,10.37
9.10.38 9.20.01
9.20.02 9.20.03
If) AMR / AMI-MOM address (serial number) within the meter lal :.."" .. nr .. number
Ihl Purchase date
Form (tvpe)
11) ~ultiplier
Ik\ Number of wires
I) Amos
1m) PO. number
Inl RFID Code-ID
I~) AMI module used for dn::umventing primary CT/PT
, C "Voltaae ratio
PT Voltaae ratio
,Primarv CT
Primary PT
Class
I Voltaae
Phases
s~ provides the ability to modify/review/change all meter S~stem "~ro~ld~ the ability to track product "Varranties , Includlna the 'nllnwin,,'
Warranty start date
Warranty date
cl Extended warranty available
System will have the ability to associate a photo of a meter so that the image can be presented to a mobile hand held device.
Isystem. provides the on-line ability to Identify ail
"'_~, ~, .:!'Jlpmpnt type of service that are or have been set lat a spedfic premise.
Isyste~ provides the on-line ability to view a premise and Iidentify all meters/equipment for a service.
25 25
25 25
~5
2!
25 15
15 Yes
Yes
Yes
Yes
~
Yes
.'!'~s
'es
es
es
'es
Yes
Yes
'es
'es
es
es
es
es
Device
Device
DevilE Management
~vice
.J)evice
_Qe~lce
Ie~ ice
Ie~ ice
lev ice
lev ice
>evice
Device Management
leI/ice
lel/ce
leI/ice
leI/Ice
lev
ice
DevilE
..Q.evice
25 ..'l'§. Device
25 Yes Integration
25 Yes Device Management
25 Yes Device Management
!5ystem to be
.,.. with
Ulserfiche. See
,Exhibit 1
"."'.~w·'"', -
I~~~~: ~~;~::I:e h~:~~ ~~ ~:~~~se locations. 25 Yes Device Management t9~:~2200~.·:~]~:~~s:~ prem~mw~iseill.~;:,~ the~~,: f~O' thll~OeWal~nbgllll::~tyto:se:a:rch~o:n-:l1n:e~fo:r~M~e~te~r/==~~;lli~~~11 ~<r"'""'''''''''''':.;-.;,-r.\~'II'~''=I''=~l'-::~.J -..!
9.20.06 Ibl ' name and number Yes )e~ ice
9.20.07 Icl Service address Yes >e~ ice
.20.08 Account number Yes >el/lce
.20.09 !) ,./Fn" lnmpnt, number Yes )e~ ice
9.20.10 If) Nameplate 25 Yes
; this Is the
Device Management Im;,nurfacturer
Inumber
I~~~nt w ••• ,_"w~
9.20.11 Ig) User defined 25 Yes
I""'. function
Device Management IWlthln
Ir.n"nU;t; .. ~ of
pnOIlPC:t"
9.30.01 !syste~ p~des.the" abm~ to .. u~",g ....... " update I ml!ter"/ealu' olipn""rrll'eenntt information upon completion of the set service 25 Yes Device Management order.
9.30.02 S~te~ provides the ability to all 'www ' up~a~
and st.atus upon completion of a 25 Yes DeviCE Management 'rRmnve service order.
9.30.03 ISysa:n pro~ides the ~bllity to add a ".~.~"~ .. ~ ... "'~". to B premise long as It Is not active or Installed at another 25 Yes Device Management location,
9 . 4~ 13 Date Yes Device
9 . 4~.04 "lnmpnt , number Yes Device
9.40.05 9.40.0G
9.40.07 System to provide the ability for stolen meter information to fOllow a customer. '
IS~ste~ provides the ability to flag an account that has II history lot stoler; service Oi meters. The flag will be passed down to the handheld device and provide a pop-up alert to the meter reader.
Isystem to provide the ability to maintain the hiStory of when the Iservlce was I and when the meter was oriQlnally set.
9.0 Inventory Management
25 Yes Device Management
25 Yes Device Management
25 Yes Device Management
"F
IFunction to be done
I~~~~~~tepad.
60 9.50.01
9.50 .21
9.0 Inventory Management
Attachment 3 • Client Functional Malrix
to provide the ability to maintain a complete
installations, location history, and repair
performs meter test for ')c' percent of new
results for the balance of newly installed
25 25
25 25
25 25
25 25
25 Yes Device Management
Yes Device Management
Yes
Yes Device Management
Yes Device Management
Yes Device Management
Yes Device Management
yes Device Management
Yes Reporting
Yes Device Management
Yes Device Management
61 Attachment 3 - Client Functional Malrix
User defined
9.80.01 9.0 Irwentory Managoment
provides the abilitv to automatically update equipment
upon completfon of the delivery service order.
the ability to automatically update eqUipment
status upon completion of a remove service order.
as
the
the ability to track stolen equipment and the
the ability to accommodate an attribute that
as a bl-dlrectfonal meter.
25 25
25 25
25 25
25 Yes Device Management
IcaPiabilitiies
Yes Device Management
Yes Device Management
Yes Device Management
Yes Device Management
Yes Device Management
62 AttachmentS· Client Functional Matrix
10.0 Serv ,ice Order Manageme nt
Requirement De8Cl"Iption
at···:" 1·11·, , iral
10.00.01 system provides the ability to upload/download service orders 25 and associated Information into PDA, Laptops, or like devices.
10.00.02 System will provide for user-defined order status. Order status . I include bu to:
10.00.03 a) PrInted (released) 25
10.00.04 b) Canceled (not worked) 25
10.00.05 c) Closed (completed) 25
10.00.06 d) Pending 25
10.00.07 e) Issued (assigned) 25
10.00.08 f) Hold (Pending further action or Information) 25
10.00.09 g) User defined 25
10.00.10 For Service orders, the system to provide the ability to:
10.00.11 a) capture 25
10.00.12 b) issue 25
10.00.13 c) copy 25
10.00.14 d) change 25
10.00.15 e) cancel 25
10.00.16 f) print 25
10.00.17 g) complete 25
10.00.18 System to provide the ability to support an electronic work 25 ue.
10.00.19 System routes the orders based on the physical location, printer, 25 etc.
10.00.20 System to identify work initiated and/or completed In the field. 25 System to allow for a single service order to accommodate
10.00.21 multiple actions for a single service (example: Meter change out 25 would be a remove and Install).
10.00 .22 System will allow for a slngl~ order to address a single 25 service System to provide the ability to create, display, and maintain
10.00.23 automated agreements with landlords to revert selected services 25 and not others at a single premise.
System to provide the ability to create, display, and maintain
10.00.24 automated agreements with landlords to revert selected services 25 and not others at multiple premises (apartment complex).
Service orders made in enror, prior to completion, can be
10.00.25 reversed on-line, which also reverses any actions taken as a 25 result of the service order creation.
10.00.26 System to allow emergency service orders to be differentiated 25 from nomnal day to day service orders by a unique Identifier.
System provides the ability to default multiple charges based on
10.00.27 the type of service order and various options selected (i.e. Turn- 25 on fee plus additional same-day fee)
10.00.28 System provides the ability to manually enter or override a 25 charge on a service order.
10.00.29 System provides the ability to automaticelly generate unique, 25 and/or se uential service order numbers.
10.00.30 System provides the ability to define service order Information codes and descriptions including, out not iimlted to:
10.00.31 a) Status codes. 25
10.00.32 b) Employee ID (worker code) 25
10.0 Service Order Management
Is Functionality
Included in
PrIce? (Yes or
No)
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
NameofSymm
or Module That
Provides This
Functionality
Workflow
Management
Workflow
M na ent
Workflow
M nt
Workflow
M a ment
Workflow
a nt
Workflow
en
Workflow
Workflow
M na em en
Workflow
na ement
Workflow
M na eme
Workflow
M!lna en
Workflow
Mima ement
Workflow
M!lna ent
Workflow
Mana em n
Workflow
Mana e ent
Workflow
Management
Workftow
M ent
Workflow
Management
workflow
Management
Workflow
Management
Worktlow
Management
Workflow
Management
Workflow
Menagement
Workflow
Menagement
Workflow
Mana ement
Workflow
Mana ent
Not ..
Out of Scope
Out of Scope
Out of Scope
Reprint is also
avallabl •
Only if order has
not been updated.
63 Attachmenl3· Client Functional Malrbc
10.00 .33 c) Resolution codes. 25 Yes Workflow
Mana .... ment
10.00.34 d) Cause codes. 25 Yes Workflow
Manaoement
System provides the ability to create a tum-off order for a Worldlow 10.00.35 pending turn-on order liS a single step for the same customer 25 Yes Management and services.
10.00.36 System supports automated work load balancing at a group and 25 Yes Workflow individual level. Management
System to provide on-line manual rescheduling of service orders Workflow 10.00.37 by service area based upon date requested, staffing levels, and 25 Yes oi-der of orloritv. Management
; u;;ira ....-~<!. !j~:'!' :~~
"
:E ~,...:. '"'--~~ m~ "-al .-
~ ._-::" ",.do.
10.10.01 System will validate the inventoried meter and update the meter 25 Yes Workflow multiplier for the Installed meter if necessary. Manaoement
10.10.02 System provldes notification If an order already exists for the 25 Yes Workflow same premise and service. Management
Client understands
System provides the ability to require user-deftned fields to be Workflow this will function
10.10.03 populated prior to the service order being created or completed. 25 Yes Management within existing capabilities of
enQuesta.
System to provide the ability to validate both the wstomer and Worldlow 10.10.04 premise exists within the system before a service order is 25 Yes produced. Management
10.10.05 System validates that there are not two connect orders being 25 Yes Workflow placed at the same premise and service for the same wstomer. Management System validates that there are not two connect orders being Workflow 10.10.06 placed at the same premise and service for the same customer, 25 Yes Management and provides the ability for a user to override.
System will review credit history and cut-olf-allowed flag prior to Workflow 10.10.07 accepting a disconnect for non-pay service order, but allowing 25 Yes Management user override.
System to provide the ability to override the system defined Workflow 10.10.08 restrictions on the number of orders allotted for a specific time 25 Yes frame. Management
10.10.09 System provides the ability to produce an alert if the time slot 25 Yes Workflow has been filled. Manaoement
10.10.10 System provides selected types of orders to have a required 25 Yes Workflow user-defined time slot with manual override. Management System .provldes for the ability to restrict the schedUling of Workflow 10.10 .11 orders based on limits and a calendar that takes into 25 Yes consideration holidays, weekend, etc. with manual override. Management
10.10.12 System provides the ability to notify that there is a dependent 2S Yes Workflow . order beina cancel"d. . ... ... . .. Manaoement
10.10.13 System provides the ability to validate that the service exiSts or 25 Yes Workflow is available at the Dremlse. Manaoement
10.10.14 System will validate the meter readings against the number of 25 Yes Workflow dials. Manaoement
System will validate service order readings against the standard Workflow 10.10.15 hi-low criteria used for the Itron (other devices) and other 25 Yes system edits. Management
System provides the ability to validate that a scheduled date is a Workflow 10.10.16 wrrent or future date, not a past date and allows for user 25 Yes •• ,.;Aa Management
System provides the ability to validate that the date can only be Workflow 10.10.17 ,SChedUled within a user-defined date range. (future and past Z5 yes Management daMS) ~~ ~~c.J~~ -:·~~-.~~=-=~::::"t~·~~=.~~-~L ~_
.~
_. -
· __ .. _..=..~I~·:..· :~~~':.~ -----~- -
10.20.02 10.20.03
10.20.04 10.20.05
10.20.06 10.20.07
10.20.08 System provides the ability to initiate service orders by batch f rnal til •
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.).
System to provide the ability to initiate a service order in the field to be red electronic device.
System to provide the ability to initiate and complete a service one eld la electronic de
System to provide the ability to create and distribute service orders that are inltlClted by trouble codes Identified within the I i
Electronic device (mobile device) retains the information that has been captured on the 5)'Stem in the event of communication di
System will provide the ability to Issue a same day order.
System has the ability to manually or automatically initiate the following types of service orders, including but not limited to:
, 0.0 Service Order Management
25 Yes
25 Yes
25 Yes
25 Yes
25 Yes
25 Yes
25 Yes
WorkflOW
Mana e t
Workflow
Management
Workflow
a a ement
Workftow
Management
Workflow
Management
Workflow
Manaoement
~7"T-'. --. "'-.'iF --' ~~. - ".,.--- ---~~-- ~ '~ .. -;-.. .~ ~". . . . '~L' .' '. ."
II"'!' I ' •• ,"
~, .:...... .' .", ... - ... ·t· ....• ', ·,.;01
~~ .. ---~-""'-<!.~~~-~
64 10.20.10
10.20.11 10.20.12
10.20 .13
10.20.14 10.20.15
10.20.21 10.20 .41
Attachment 3 • Client Functional MalriX
1) for repair
2) temporary service
3) for seasonal
4) for non-pay (delinquent)
5) for NSF
6) for missed payment plans
R.epair and replace equipment
Duration of time.
Maximum quantity
User defined
Unauthorized use Investigation.
Stopped meter
the ability to Initiate lin unmetered service
for user-deflned reasons.
the ",bJl!ty to generate II report of potential
based on related codes.
to provide the ability to select accounts that have a
off for delinquent for more than a specified period of
and generate a service order to dose out (cut off) any
active services.
25 25
25 25
25 25
25 2S
25 25
25 25
25 25
25 25
25 25
25 25
25 25
25 25
25 25
25 25
25 25
1 0.0 Service Order Management
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Worfdlow
Management
Worfdlow
Worldlow
Management
Workflow
Management
Workflow
Workflow
Management
65 Attachment 3 • croeR! Functional Ma!~x
10.20.47 10.20.48
10.20.49 10.20.50
10.30.01 10.30.02
10.30.03 10.30.04
10.30.05 10.30.06
10.30.07 10.30.08
System to provide the ability to select accounts that have a service off for delinquent for more than a spedfled period of time, and generate a service order to follow up on the account until aid or vacated (veri that the service is 0 •
System provides the ability to automatically generate a service order for tum-ons and Instilils as a result of proceSsing an online web-based application for new services.
System provides the ability to automatically generate a service order based on system events (falls system high/Low
validations, ne ative consumption, etc.)
System provides the ability to capture customer contacts and notes that the CSR has taken and import onto the service order.
System to provide the ability to print/distribute service orders in blltch mode based upon user-defined parameters.
System to provide the ability to sort based upon user-defined parameters which would Include, but not limited to:
10.30.09 a) Geographic area
10.30.10 b) Service address
10.30.11 c) Type of order
10.30.12 d) User-deflned
10.30.13 10.30.14
10.30.15 System to provide the ability for a service order that has been held pending payment of a deposit to be released when payment is made.
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.
System to provide printed/generated service order Information that is user-defined and may contain all or some of the following i i d to:
10.30.16 a) Order number
10.30.17 b) Scheduled date
10.30.18 c) Order status
10.30.19 d) Customer nllme
10.30.20 e) Account number
10.30.21 f) Premise address
10.30.22 g) Route number
10.30.23 h) Service arell
10.30.24 i) Third party information
10.30.2S j) Tampering
10.30.26 k) Special conditions (health conditions, dangerous area, etc)
10.30.27 I) Area for hand written remarks
10.30.28 m) User defined areas
10.0 Service Order Management
25 25
25 25
25 25
25 25
25 25
25 2S
25 25
25 25
25 25
25 25
25 2S
25 25
25 25
25 25
25 25
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Workflow
Management
Woricflow
Management
Woricflow
Management
Workflow
Management
M a ment
Workflow
ana ment
Workflow
ana ement
Workflow
Mana ment
Wor1dlqw
Man ement
Workflow
Management
Woricflow
Mana t
Workflow
Mana ment
Workflow
Mana ment
Workflow
Management
Workflow
Management
Wor1dlow
Management
Workflow
Mana ment
Wor1ctlow
ana ement
Wor1dlow
Mana eme t
Workflow
Mana e n
Workflow
Mana e ent
Wor1ctlow
Ma a ment
Workflow
Mana ment
Workflow
Mana e e t
Wor1ctlow
Management
Client understands
this will function
within existing
cllpabilities of
enQuesta.
Client understands
this will function
within existing
capabilities of
enQuesta.
66 Anachment 3 • Client FuncJlonal Matrix
10.30.29 n) Credit history
10.40.02 10.40.03
10.40.04 10.40.05
10.40.06 10.40.07
10.40.08 10.50.01
10.50.02 10.50.03
10.50.04 10.50.05
iO.50.06
10.50.07 10.50.08
10.50.09 10.50.10
10.50.11 10.50.12
10.50.13 10.50.14
10.50.15 10.50.16
10.50.17 10.50.18
10.50.19 10.50.20
10.50.21 10.50.22
10.50.23 10.50.24
10.50.25 service order to have different and
the abiltty to reschedule orders which have
the ability to modify an uncompleted service
to add additional charges in addition
provides the ability to modify specific areas of a service (notes) if a service order has been completed or canceled. provide the ability for the final read to be used as the (for a forced off or final off for same day).
to provide the ability to cancel orders resulting in any las:soclate!d orders being canceled.
for the completion of a turn-on order for an
and service will force the previous account off if it
event of a cancel of a service order, in a multi-service .. n"; .... m"' .. Mlt. the system will allow for any individual or all orders to be worked - without affecting the other.
provides the ability to of a
order so that the account can be reviewed for deposit
10.0 Service Order Management
25 25
25 25
25 25
25 25
25 25
25 25
25 25
25 25
25 25
25 25
25 25
n;
25 25
25 25
25 25
25 25
25 Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
v~
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Workflow
Management
Workflow
Management
Workflow
Management
Workflow
Management
Workflow
Management
Workflow
Management
Workflow
Management
Mana eme t
Workflow _
Workflow
Management
Workflow
67 10.50.26
10.50.27 10.50.28
10.50.29 10.50.30
10.50.31 10.50.32
10.50.33 10.50.34
10.50.35 10.50.36
10.50.37 10.50.38
10.50.39 10.50.40
10.50.41 10.50.42
10.50.43 10.50.44
10.50.45 10.50.46
10.50.47 10.50.48
10.50.49 10.50.50
10.50.51 10.50.52
10.50.53 10.50.54
10.50.55 10.60.01
10.60.02 Attachment S • Client Functional Mal~x
Appointment
to update account, premise, and/or
infnmnllti<>n upon completion of a service order Including, Premise number
Replacement meter number and type.
Current and replacement meter readlng(s).
Meter test results. [As found and as left]
AMI-MOM unit number(s) and other related equipment.
Meter / Equipment location code.
Meter/Equipment Status.
Resolution Code (replaced, pulled, etc.)
ElectriC meter multipliers
Number of units (poles, amplifier, lights, etc.)
the default service status
create a batch of
to allow for the completion cf metered service orders
Initiate the action and start dates with non-metered
(e.g., completion of new service electric could default lighting to start billing n days In the future).
provides the ability for the completion of one type of
to automatically Initiate another type of order or process. for a meter/equipment to be removed without
25 25
25 25
25 25
25 25
25 25
25 25
25 25
25 25
25 25
25 25
25 25
25 25
25 25
25 25
25 10.0 SelVice Order Management
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Workflow
Management
Workflow
Management
Workflow
Workflow
Management
Workflow
Management
Workflow
Management
Workflow
Management
Workflow
Management
Workflow
Management
Workflow
Client understands
this will function
existing
ICIl~llIbilities of
Relates to changes
In UOM attribute.
Mayor not be a
billable meter.
68 Attachment 3 • Client Functionat Matrix
10.60.03 b) Order type
10.60.04 c) Assigned to (crew)
10.60.05 d) Range of dates
10.60.06 e) Range of order numbers
10.60.07 f) Scheduled date
10.60.08 g) Customer narne
10.60.09 h) Account number
10.60.10 I) Premise address or number
10.60.11 j) Route number
10.60.12 k) Service area
10.60.13 I) Closed - no action taken or required
10.60.14 m) Customer class
10.60.15 n) User defined
10.60.16 0) When It was printed and/or reprinted and by whom
10.60.17 10.60.18
10.60.19 10.60.20
10.60.21 10.60.22
10.60.23 10.60.24
10.60.25 10.60.26
10.60.27 10.60.28
10.60.29 10.60.30
10.60.31 10.60.32
10.60.33 10.60.34
10.60.35 10.60.36
System to provide the ability to view on-line existing workload and the next available time an order can be scheduled.
System to provide the ability to inquiry or report against all orders that were not started or completed by a certain time.
System will mllintain on-line history of canceled service orders that includin the foIlowln :
a) Reason for cancellation
b) Who canceled the service order
c) Date the service order was canceled.
System will maintain the history of all service orders until ed.
System to provide the ability to view and sort on-line all service orders for the Qlstomer aocount and/or service address.
System to provide the ability to include Alert Codes on any off or delinquent off order so that field services can give proper advance notice to the customer.
System allows for a view of service order history as related to:
a) a premise.
b) a service/product at a premise.
c) a customer.
d) a meter/equipment.
e) an account.
f) a service worker.
g) a work group.
h) a service order type
I) User defined
10.0 ServIce Order Management
25 25
25 25
25 25
25 25
25 25
25 15
25 25
25 25
25 25
25 25
25 25
25 25
25 25
25 25
25 25
25 25
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Workflow
Mana men
Workflow
Mana en
Workflow
Ma a n
Workflow
Mana t
Workflow
Mana t
Workflow
Mana e ent
Workflow
Mana ent
Workflow
Maa ent
Workflow
Ma e ent
Workflow
M e ent
Workflow
M II ement
Workflow
M a ment
Client understands
Workflow this will function
Management within existing
capabilities of
enQuesta.
Workflow
Mana emen
Workflow
Mana
Workflow
Management
Workflow
Management
Workflow
Mana ement
Workflow
Mana ement
Workflow
Mana ent
Workflow
Mana ent
Workflow
Manavement
The sp~clal alert
Workflow will be placed on
Management the SO as an
additional i'ldiCiltor.
Workflow
Ma a ement
Workflow
Mana ement
Workflow
Mana ent
Workflow
Mana ement
Workflow
Maaeent
Workflow
Ma ement
Workflow
Mana ement
Workflow
Mana ent
Client understands
Workflow this will function
Management within existing
capabilities of
enQuesta.
69 Attachment 3 • Client Func1lonal Mabix
11.0 Cashiering
I I. Functlonellty Neme of Syatem
I Requirement Description SaSResponse Included In or Module That Notes Price? (VuDr ProvlduThIa I No) Functlonellty
~. ' G.en2!rilJ .- - - . --
System allows for account balances to be used to calculate - ~
11.00.01 change for the oavment transaction. 2S Yes iNovah Cashier
11.00.02 System provides the ability to print a customer receipt based on 2S Yes iNovah cashier a user-defined format.
11.00.03 System provides the ability to view a pending payment which 25 Yes Query module has not yet been disbursed.
11.00.04 System has the ability to accept a payment and apply It over 25 Yes INovah cashier multiple accounts.
11.00.05 System has the ability to accept a single payment for a master 25 Yes iNovah cashier account and distribute across all sub accounts.
Sub account receivables stay open until master account satisfies All the receivables are
11.00.06 outstanding receivables. 25 Yes BiJilng transferred from the sub to the Imaster
System provides the ability to recognize payments received on
11.00.07 an account that has transferred and automatically post the 25 Yes Billing payment to the account where the balance was transferred (same account - two different addresses).
System provides the ability to apply a payment for a spedfic
11.00.08 outstanding receivable (oldest arrears, deposit, returned check 25 Yes iNovah Cashier etc)
11.00.09 System provides the ability to apply a payment through a user- 2S Yes iNovah cashier defined hierarchy (age, type of service, percentage of bill, etc.).
System proVides the ability to ailow the customer or APU to
11.00.10 speafy what outstanding receivable Is paid, overriding defined 25 Yes INovah cashier rules.
11.00.11 System has the ability to hold overpayment and apply to the 25 Yes INovah cashier next bill.
System provides the ability to post a batch of payments at any
11.00.12 time during the day such as payments received in the mail 25 Yes INovah Cashier Ion" nN>r""cnr
11.00.13 System provides the ability to accept a payment from a 3rd N/A Yes INovah is a 3rd party party centralized cashiering module. centralized cashiering module System. provides the abnity to send information regarding iNovah Is a 3m party 11.00.14 customer, payments, balances and due dates to 3rd party N/A Yes c"ntralized ' cashierina module. centralized cashiering module Integration will be with Kubra
System provides the ability to create" daiiy ACH file for Requires INovah (at no cost) and Kubra will
11.00.15 25 No ICl./Check21 create ACH File. Check21
recunring payments to be transmitted to the bank. Module Module Is licensed separately and is not· Included in this
"~.
11.00.16 System prov ides the ability to post cash payments on-line, real 25 Yes INovah Payment time with inteoration to aoollcable service orders in oroaress. Server
11.00 .17 SYstem provides the ability to accept multiple types of currencY. 25 Yes iNovah cashier
11.00.18 System provides the ability accommodate remote pay stations. 25 Yes iNovah Cashier
11.00.19 System provides the ability to Identify location of transaction. 25 Yes INovah Cashier
11.00.20 System provides the ability to posting monies paid by customer or non-customer 25 Yes iNovah cashier
11.00.21 System provides the ability to display special account status that incll.tded the followina but not limited to:
11.00.22 a cash onlv 25 Yes INovah Cashier
11.00.23 b Cut off 25 Yes iNovah Cashier
11.00.24 c) User defined 25 Yes iNovah cashier
11.00.25 Svstem orovldes the ability to cash checks. 25 Yes INovah cashier System provides the ability to accept payment and process the
11.00.26 assodated GIL transactions for the following dty-wide services, Including but not limited to:
11.00.27 a Permits 25 Yes INovah cashier
11.00.28 b Ubrarv 25 Yes iNovah Cashier
11.00.29 c Police 25 Yes iNovah cashier
11.00.30 d Code Enforcement 25 Yes iNovah cashier
11.00.31 e) Are 25 Yes INovah Cashier
11.00.32 If) Public Works 25 Yes iNovah Cashier
11.00.33 I CitY Oerk 25 Yes iNovah cashier
11.00.34 h Par1<ino 25 Yes iNovah Cashier
11.00.35 In Business Licensina 25 Yes iNovah Cashier
11.00.36 . Convention Center 25 Yes INovah cashier
11.00.37 k Golf 25 Yes INovah cashier
11.00.38 I Donations 25 Yes INovah cashier
11.00.39 m) Contributions 25 Yes iNovah cashier
11.00.40 n Conservation Programs 25 Yes iNovah Cashier
11.00.41 0) Alarm Permits 25 Yes INovah Cashier
11.00.42 I p) Passport Services 25 Yes iNovah Cashier
" .0 Cashiering 70
Attachment 3 - Client FunclionaJ _
have the ability to reverse original transaction,
history, transaction date, etc_ and post expense to the department/GL chart of accounts. This requirement is 25 Yes INovah Cashier as dty-wlde - not limited to only as-related
(see above types of payment transactions).
25 Yes INovah Cashier
25 Yes iNovah Cashier
25 Yes INovah Cashier
25 Yes INovah Cashier
25 Yes INovah Cashier
25 Yes INovah cashier
25 Yes iNovah cashier
25 Yes Credit & Collections
25 Yes iNovah Cashier
15 Yes C&C
10 No
25 Yes
25 Yes
to
25 Yes support
25 Yes INovah cashier
25 Yes iNovah cashier
~'lf6D·ti1~-':~;f*j-~·??;-:'T.Y~! --..~-----;- .~ r - ,.-, -, .. ~: - -I .- :-l:-:~~'r-"7 ':;-J";~ .. __ ' ~:/~ ... ~J.':..J.!,.I ,d.~.:~~ , ___ ~' ___
"""
- .- .t.~~--,-~_ •. ,---,, __ _ . _'~c.S •• ~!l:.:.: __ ., ~
11.10.01 System provides the ability to diSplay payment information on 25 Yes iNovah Cashier primary cashier screen.
11.10.02 System provides the ability to display amounts due and due 25 Yes iNovah Cashier dates on primary cashle.- screen.
11.10.03 System provides the ability to display certain c!lSlomer 25 Yes iNovah cashier Information on primary cashier saeen.
11.10.04 System provides the ability to display account Information on 2S Yes iNovah Cashier Iplimarv cashier screen.
11.10.05 System provides the ability to display premise Information on 25 Yes iNovah Cashier plimary CSR screen.
11.10.06 System provides the ability to display limited product I service 25 Yes iNovah Cashier Information on primary cashier saeen.
11.10.07 System provides the ability to display credit information on 2S Yes iNovah Cashier Iplimarv cashier saeen.
11.10.08 System provides the ability to display limited billing information 25 Yes iNovah Cashier on primary cashier screen.
11.0 Cashiering 71
11.20.01 11.6(U!1
".0 Cashiering
Anachment 3 - Client Functional Matrtx
generate letters for
to accept
debit cards, PayPal, or other online payment I
memodsj via the internet based web page ",-, APU's wet. 25 25
25 25
25 25
25 25
25 25
25 25
25 25
25 25
25 25
25 25
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
INovah Cashier
iNovah Returned
Check Module
Payment
Adjustment Module
Payment
Adjustment Module
Work Management
Work Management
iNovah cashier
iNovah cashier
iNovah cashier
INovah Cashier
iNovah Cashier
IHovllh Cashier
iNol/ah CIIShier
iNol/llh Cashier
INovah cashier
iNovah cashier
iNovah cashier
INol/ah PCl/PA-DSS
Credit card
Gateway Module
processing only
72 Attachment 3 - C6ent Functional Matrix
12.0 Backflow
Is Functionality Name of System
Requirement De.crlptlon SBtS Response Included In or Module That Price? (Ve. or Provlcles Thia Notes
No) Functionality
, IIIIIiiiiow sea~
~-.-----.,. ~~
system provides the on-line ability to identify all backflows by 25 Yes Backflow
12.00.01 type of service that are or have been set at a specific premise. Management
12.00.02 Tvoes of b8ckflow devices can Indude the fOllowino:
12.00.03 a) Are service 25 Yes Backflow
-~
Manaaement
12.00.04 b) Commerdal water 25 Yes Backflow
Manaaement
12.00.05 c) Agriculture 25 Yes Backflow
Manaaement
12.00.06 d) Irrigation 25 Yes Backflow
Manaoement
12.00.07 e) Bypass (as it relates to fire service) 25 Yes Backflow Manaoement
12.00.08 f) Fire hydrant / construction meter 25 Yes Backflow Manaaement
12.00.09 9) Government 25 Yes Backflow
Mananement
12.00 .10 h) Industrial 25 Yes Backflow
Manaaement
12.00.11 i) Redaimed water 25 Yes Backflow
Manaaement
12.00 .12 j) User-defined 25 Yes Backfiow
Manan .. ment
12.00.13 System provides the on-line ability to view a premise and 25 Yes Backflow identify all backflows for a service. Management
12.00.14 System provides the ability to search by backflow number and 25 Yes Backllow disolav hlstorv at the "reml~e location. Manaaement
System will provide the ability to search on-line for a backflow ~-
12.00.15 device bv the followlno:
12.00.16 a) Premise number 25 Yes Backflow
Manaaement
12.00.17 b) Customer name 25 Yes Backflow
Manaaement
12:00.18 c) Service address 25 Yes Backflow
Mananem""t
12.00.19 d) Account number 25 Yes Backllow
Manaaement
12.00 .20 e) Backflow serial number 25 Yes Backflow
Mananement
12.00.21 f) Meter number 25 Yes Backflow
Manaaem...t
12.00.22 g) Physical location address (different from service address) 25 Yes Backflow Manaaement
25 Yes Backflow Client understands thL~ Will
12.00.23 h) User-defined Management function within existing capabilities of enQuesta
12.10.00 BackfloW DDGulII~tlition
12.10.01 System ta provide the ability to assign and modify the following backflow status but not limited to:
12.10.02 a) Active 25 Yes Backtlow
Manan .. ment
12.10.03 b) Inactive 2S Yes Backflow
Mana"Pment
12.10.04 c) Failed 25 Yes I:lackftow
Manaaement
12.10 .05 d) Repaired/replaced 25 Yes Backflow
Manaaement
12.10.06 e) User-defined 25 Yes Backflow
ManaaeJn@nt
12.10.07 system to provide the ability to uniquely identify a backflow device by the following attributes, but not limited to:
12.10.08 a) Backtlow serial number 25 Yes Backflow
Manaaement
12.10.09 b) Backflow type 25 Yes Backflow
Manaaement
12.10.10 c) Backllow manufacturer 25 Yes Backflow
Manan .. ment
12.10.11 d) Device location at the premise/water line 25 Yes Backflow Manaaement
12.10.12 System provides the ability to assign/modify/review all backflow 25 Yes Backflow '''.iibutes. Manaaement
System provides the ability to capture approved devices with 15 Yes Integration Out of Scope
12.10.13 validation against the State Department of Public Health list of '"nnmvprl rI';;vicpc,
12.10.14 System provides the ability to track backflow warranties Information Includlna the fOllowino:
, 2.0 Bacldlow 73
A_enl 3 - Client Flft:tional Matrix
report and track backflow
25 Yes Backflow
Management
Yes
12.30.01 Management
25 Yes
Management
Yes
Yes
Management
12.0 Backliow 74
12.50.01 1Z.0Backliow
Allachment 3 • Client Functional Matrix
premls.et~~at.~r line
the ability to automatically update backflow
stIItus upon completion of a Instllil service order.
the ability to automatically update backflow
status upon completton of a remove service order.
Geogrilphic area
Backflow types
Testers name
Testing procedure completed results
Testing results
Tester freeform notes
25 25
Yes
Management
Yes
75 Attachment 3 - Client Functional Matrix
System provides for II web-portal that allows test results to be 10 No Out of Scope
12.50.28 uploaded for further APU review, approval or rejection. ~ : -'. . .~!t1lt.~:
12.60.01 System provides the ability to track tester Information to ~~ j/~ l ~- .~~':.i~~W . ..! I ~~ -.;. , (
hOclut1"t1' the fnllnwlnn;
12.60.02 a) Tester number 25 Yes
Man""emPnt
12.60.03 b) Certiflcation and end date 25 Yes Backflow
M""""em_
12.60.04 c) Company 25 Yes Backfiow
Mananem_
12.60.05 d) Tester ""me 25 Yes Backftow
Mana .... mPnt
12.60.06 e) Company license number 25 Yes Backftow
Man""ement
12.60.07 f) License type 25 Yes Backfiow
Man .. nement
25 Yes Backftow Client understands this will
12.60.08 g) User-deflned Management function within existing capabilities of enQuesta.
12.60.09 System provides the ability to add tester Information Into the 25 Yes Backflow system. Ma""gement
~~ ,; .-; _v~;, .. , '" !F~
12.70.01 System provides the ability to pre-populate the primary 25 Yes Integration Through integration with customer Information screen from Inbound calls. IVR
12.70.02 System provides the ability to track all customer contacts. 25 Yes Backftow
12.70.03 System captures dete end time of when customer called. 25 Yes Backflow Manll"ement
12.70.04 System captures notes relating to the neture of the call. 25 Yes Beckfiow Manan .... ent
12.70.05 System provides the ability to classify a resolution type for the 25 Yes Backflow
12.70.06 System provides the ability to capture resolution date and time. 25 Yes Backflow
12.70.07 System provides the ability to create reports for customer call 25 Yes Backflow Information. Management
12.0 Baddlow 76
Attachment 3 - Client Functional Matrix
13.0 Red Flag
I
II FunctiDnalily Nama Of Sptam Dr
Requlrament D •• crlptlDn 5.5 A •• ponl. Included In Modul. That Provides NDt •• I Prlc:.? (Ya Dr Thl, FunctlDnal1ty ND) - gMUlll _ ...... . ..., ~ -- 1---=-- - --
13.00.01 System supports the five primary categories of "Red Flags" Includlne: ~
a. Alerts, notifications or other warnings receiVed from
13.00.02 consumer reporting agencIes or service providers (Consumer 25 Yes Account Management Report Alerts).
13.00.03 b. Presentation of suspicious documents. 25 Yes Account Management
13.00.04 c. Presentation of suspicious personal identifyIng Infonmation . 25 Yes Account Management
13.00.05 d. Unusual use of, or other suspicious activity related to, an account. 2S Yes Account Management
13.00.06 e. Notice from customers, vIctims of Identity theft, or law 25 Yes Account Management enfOrcement authorities .
13.00.07 System supports the tracking and monltot1ng of · covered accounts" Includlno,
13.00.08 a. Personal 25 Yes Accm;-;;r Manaaement
13.00.09 b. Family 25 Yes Account Manenement
13.00.10 c. Household pUl1loses 25 Yes Account Manaaement
13.00.11 d. Small busIness 2S Yes Account Mananement
13.00.12 e. Medium business 25 Yes Account Maiiiiiement
13.00.13 f. Large business 25 Yes Account Manaoement
13.00.14 • A!!'i.account oranted anv tvpe of credit or anv creditor 25 Yes Account ManaMment
13.00.15 h. 3rd-oartv 'auarantor 25 Yes Account Manaaement
13.00.16 I. A utility customer 25 Yes Account Mananement
13.00.17 -. A non-commodltv customer 25 Yes Account Manaaement
13.00.18 k. A potential rustomer 25 Yes Account Mananement
13.00.19 I. User-defined 25 Yes Account Man"" .. me"t
13.00 .20 Ability to Hag, traCk, aUdit, and report on transactions involving:
13.00.21 a. Name 25 Yes Account Manaaement
13.00.22 b. SSN 25 Yes Account Mananement
13.00.23 c. Date of birth 25 Yes Account Manaaement
13.00.24 d. Drivers license number 25 Yes Account Manaoement
13.00.25 e. State or OMV Identification number 25 Yes Account Manenement
13.00.26 f. Allen realstratlon number 25 Yes Account Manaoement
13.00.27 . Unique electronic Identification number 25 Yes Account Manaaernent
13.00.2B h. Address 25 Yes Account Manaoement
13.00.29 I. Anv phone number 25 Yes Account Mananement
13_00.30 4, TTY or another acces!; device 25 Yes Account MaiiMement
13.00.31 k. Email addresses 25 Yes Account Manaaement
13.00.32 I. Passport number 25 Yes Account Manaaement
13.00.33 m. Checklna account infOnmation 25 Yes Account Manaoement
13.00.34 n. Savlnas account infOrmation 25 Yes Account Manaaement
13.00.35 o. Debit card transaction 25 Yes Account Manaoement
13.00.36 Credit card transaction 25 Yes Account Mananement
13.00.37 Soousal oassword 25 Yes Account Mamm-ement
13.00.38 r. Gate code, alarm cDde, or any unique personal infOrmation 25 Yes Account Management
13.00.39 s. Suspicious documents altered or forged etc. 25 Yes Account Manaaement
13.00.40 t. Use.--deftned 25 Yes Account MaliliGement
System provIdes for online help which Identlnes, at both a hlgh-
13.00.41 level and baseline level, the program details, audIted nelds, and 25 Yes Account Management red Hag resolutions.
13.00.42 System supports the ability to encrypt SSN and display 4, 5, or a 25 Yes Account Management 4 dIgits Is an acceptable maximum of 6 bytes of SSN. number (instead of 5 or 6).
The ability to not track accounts where the relationship is not
13.00.43 continued (e.g., one-time punchase, etc.) !md the accQunt is not 25 Yes Account Management a "covered account.· An account where there Is no credit extended.
System provides the ability to prohibit pt1ntlng of a full S5N on
13.00.44 any printed document intended fOr USPS mail - unless State or 25 Yes Account Management Federal law requires It to be printed on the documen t.
13.00.45 System provIdes fOr the ability to monitor accounts for evidence of Identify theft includlna:
13.00.46 a. CDntactiM the customer 25 Yes Account Manaoement
13.00.47 b. Customer contactina the utilltv 25 Yes Account Manaaement
13.00.48 c. Chanaina anv password 25 Yes Account Manaoement
13.00.49 d. Changing any personal Information (OOB, SSN, Gate code, etc. 1 25 Yes Account Management
13.00.50 e. Reopenlno an account with different Identification 25 Yes Account Manacement
13.00.51 f. Closlno an exlstlna account 25 Yes Account Manaoement
13.00.52 g. Unique changes to an account for "no apparent reason.' 25 Yes Account Management
13.00.53 h. Address chanaes or address dlscrepancv 2$ Yes .A_wunt Manaaement
13.00.54 I. Reversion to landlord from Dt1marv tenant 25 Yes Account Manaaement ll. Other Infonmatlon on the Identiftcatlon Is not consistent with
13.00.55 information provided by the person opening a new account or 25 Yes Account Management customer presenting the IdentlHcatlon.
13.0 Red Flag T7
Attachment 3 - Client Functional Matrix
Ph<:ltoQrilllh or physical description on the Identification Is not the appearance of the applicant or CJstomer 2S
I Dres."'~ino the identification.
Yes Account Management Ire.:oginltlon.
2S Yes Account Management
2S Yes Account Management
2S Yes Account Management
13.00.61 2S Yes Account Management
2S Yes Account Management
Yes
2S Y'!'s
2S Yes
, 3.0 Rod Flag 78
Anachment 3 • Clienl Functional Malrix
25 Yes Account Management
Presentation of suspicious documents. 2S Yes
Suspicious personal Information. 25 Yes Account Management Unusual use of account. 25 Yes Account Management
Notification (rom customers I police agencies. 25 Yes Account Management No
- -- -- --- -- --- - -- --- -------
13.0 Red FJag
Attachment 3 - Client Functional Matrix
14.0 Reserved
J. Functionality Name of System 0. Included in Requirement Description saSResponse Prir.e? (Ve. or Module That Provlda Not ..
No) Thl. Functionality
C' -
"---- -.:...-
--'-' _ .
~
Attachment 3 -Client Functional Matrix
15.0 Reserved
I h Functionality Name of System or
I Requirement Description SU R_ponse Included In Module That Provides Note.
I Price? (Yes or This Functionality I No)
"-
~ ----.--,
Attachment 3 -CHll'ii FoocIlonai MatrIx
16.0 Social Media
.-
'0 'un.!fDnality N.meafS,_m
Requirement DlIKriptlon SURelpon .. 'ncludedin 6. MoIIulllblt V"n dD' Notel APU Nata from Conflrmltlon "".tinl p""'(V_Dr Provld .. lbl.
ND) functlonlUty
lOCI_I Medl_ • a.ne ... t!lOt- Of Sc~ -10.0 0.00
16:1., •. 00 "'. I=:"tllIiI~:"" . , TwIttW. M\IS,,-,c;,. F .. ceb~ Out of Scope
1.1" In etc.
UI.2G.0iI !WIld'. Out of Scope
11I.30.oD IICIgI Outal Scope
1'.40;00 [amtrt Dnlqe ov..Nw (PM' .. PIIoMe. ~) Out alScape 111.50.00 Ismart Dev"'- APJlr/CaiIon • IllCurIty
16.50.01 System supports smart ~ev1ce security, 1ndull1ng but not limited to:
Updated V~ans
aI WebConnect ,
WebConnect, Mv PayCOnnect for
16.50.02 a) An encrypted fonn of registration process (2·wav thru DMZ) enQuesta , Smart Devices will enQuesIa Social be Bvallable as a
Community Module In mld-
25 Yes Platform 2012
b) A pass word Iock-aut feature after 'x' attempts Updated VersIons aI WebConnect ,
WebCoMect, My PayConnect for
16.50.03 enQuesta , Smart Devices will
enQuesta SocIal be availabie as B
Community Module in mld-
2S Yes Platform 2012
c) A lock-out feature where the utility can prevent the Updated Versions customer from logging Into the system from a smart devIce. aI WebConnect, WebConnect, MV PayCOnnect for
16.50.04 enQuesta , Smart Devices will
enQuesta Social be available as a
Community Madule .n mid-
25 Yes Platfonn 2012
d) Appllcatfon requires a user-Id, password, and SiI!ve user-Id Updated Versions and/or passward fe.ture. of WebConnect ,
WebConnect , MV PayConnect for
16.50.05 enQuesta, Smart Devices will
enQuesta SOcial be available as a
CommunIty Module in mld-
25 Yes Platform 2012
e) Appliczltlon password has an automatic password renewal Updated Versions date feature (reset every 60. 90, 120 days, useMlefmed etc.) of WebCOnnect , WebConnect , My PavConnect for
16.50.06 enQuesta , Smart Devices will
enQuesta Social be available as is
Community Modulo In mld-
2S Yeo PI.tfDrm 2012
1.uo.oO ~._rCII App!1caUIliI ~-..u.
16.60.01 System supports smart device Account Management, InCluding T . but not limited to the following features:
16.60.02 L8i1li and P ment Review D1solsv
I) Last payment amount Updated VersIons
aI WebConnect ,
WebConnect , My PayConnect for
16.60.03 enQuesta , Smart Devices will
enQueota SocIal be 8Villli:lble'8S B
Community Module In mld-
25 Yes Platfann 2012
II) Last payment date Updated Versions
aI WebConnect ,
WebConnect, Mv POyConnect for
16.60.04 enQuesta, Sm.rt Devices will
enQuest,o SocIal be iIIvallable as a
Community Module In mld-
25 Yes Platform 2012
ill) Sched uled payment(s) Updated Versions
16.60.05 aI WebConnect ,
WebConnect ,My I PayConnect for
enQuesta , Smart DevIces will
I
enQuesta SocIal be available as a
Community Module in mid-
25 Ves Platform 2012
16.60.06 b) CUrrent Balance Displav ~-":
i) Total amo unt due Webcannect, MV
enQuesta,
16.60.07 enQuesta Social
Community
25 Yes Platform
11) Payment arrangement amount due """""nne",.','IY
enQuesta ,
16.60.08 enQue5t:a SOdill
Community
2S Yes Platform
III) Other amount(s) due ne.....,""....:'."'y
enQuesta!
16.60.09 enQuesta Social
Community
25 Yes Platform
iv) VIew cur rent bill (PDF or like format) "e:~=~",y
16.60.10 enQue5ta Sociai
Community
25 Yes Platform
v) View past bills (PDF or like format) "eoumne..... ...y enQuesta ,
16.60.11 enQuesta Social
CommunIty
=
25 Yes Platform
16.60 .12 c1 Mak" a Pa to -
16.0 SocIal Media 82
16.60.13 16.60.14
16.60.15 .60.16
16.60.17 16.60.18
16.60.19 16.60.20
16.60.21 16.60.22
16.60.23 16.60.24
16.60.25 16.60.26
16.60.27 16.60.28
16.60.29 16.60.30
16.60.31 16.60.32
16.60.33 16.60.34
16.60.35 16.60.36
16.60.37 16.0 SocIal Media
i) Totill Payment amount due
ii) Payment amDtln! (amount customer will be paying)
m) Payment method
d Man Servo la
I) System supports an electronic wallet f« storing cnedit card information II> be used for a ents
II) System supports an electronic Wllilet for slDrlng checking account Information to be used for ments
ID) System supports an electronic wallet for storing savings account InformatfDn to be used for I!I ments
iv Pa al Account number or the like
v) System wUl allow customers to take II picture of a chede, send it to the utli for nt.
vi) Usa<-deftned
e) Usa eOI lay
i) Sy&t2m supports the display of any standard electric utility UDM, Including kWh, kW, kVA. kVARh, and TOU data, etc.
II) System supports the display of any standard water utility UOM, Including gallons, mGals, tGalli, HCf. etc.
iii) CUrrent meter read
iv) All usage Is displayed exactly as ~ Is prepared for the bill (e.g., totalized, aggregated, TOU, etc.
v) System supports a real-time consumption presenUltion from the meter to the smart device In a graphical manner. vi) System supports a real .. time consumption presentation from the meter to the SrMrt device In a textual manner. vii) All usage Is displayed at the individual meter level Dr in summery
f) Sy&t2m will provide the following CUslDmer care features indudin but not limited to:
i) System wlU allow Qlstomers to change their last name.
Ii) System will allow customers II> mlnge their mamng
address.
iii) System will 111001 customers to send a billing Inquiry II> the utility (e.g., high bill, bad read, etc.)
Iv) Sy&t2m will allow cuslDmers to send a complaint to the utility (e.g., turbidity, no flow, no power, etc.)
v) System wiD allow customers II> enroll in payment
Itn"Ingements.
vi) System will allow cusIDmers to enroll In a one-time ·promJseo-to-pay .•
An8thmenl 3 ~ ellen! Fan:liX'a1 UaIrix
• nne
enQuesta/
.. nQuesta Social
Community
25 Yes Platf<Jrm
nne
enQuesta /
"'Questa Social
CommunJty
25 Yes Platform
e n y
enQuesta/
.. nQuesta SOcial
Communlty
~5 Yes Platform
10 No
10 No
10 No
10 No
10 No
10 No
enQuesta Smart
GridSOA/
WebConnect / My
enQuesta/
.. nQuestzl SOcIal
Community
25 Yes Platform
enQuest.! Smart
GrfdSOA/
WebCoMett / My
enQuesta/
enQuesbl SOcial
Community
25 Yes Platform
Grid SlJA/
WebConnect/ My
enQuestll/
enQuesta SOcIal
Communrty
25 Yes Platform
Grid SlJA/
WebConnett / My
enQue&ta/
.nQuesta SOdal
Community
25 Yes Platform
GrfdSOA/
WebConnect / My
enQuesta/
enQUesta Social
Community
2S Yes Platform
.nQuesbl Smart
GrfdSIJA/
WebConnect / My
enQuesta/
enQuesta SocIal
Community
25 Yes Platform
en uesta mart
Grid SIJA/
WebCOnnett / My
enQuesta/
.nQuesta Social
Community
2S y"" Platform
I WetlCOnnett / My I
enQuesta/
enQuesia Social
Community
2S Yes Platform
e n y
enQuesta/
enQuest:AlSodal
Community
2S Yes Platform
n y
.nQuesta/
.nQuesta Social
Community
25 Yes Platform
e n y
enQuesta/
enQuesta Sodal
Community
25 Yes Platform
y
enQuesta/
.nQuesta Social
Community
25 Yes Platform
nn
.nQuesta/
enQuest:AlSodal
Corrvnunlty
25 yes Platform
83 _ ....... 3·C .... __
vii) System will display weather data as It relates to bnllng. My enQuesta !
16.60.38 enQuesta SOdal
25 Yes ~=~ty
viii) System will enable paperless billing. i7MY
enQuesta !
16.60.39 enQuesta Social
2S Yes ~::,!Ity
~=:r~ :;!~:: :;=. . ;=::g~:~: :i~~ through
t"lMv
anQuesta!
IRoadmap - 2012 16.60 .40 a customerooChoic:e active notlfialtlon selectIOn. enQuesIiI SOdal 25 Yes ~:!ty
x) System will allow for unlimited online chatting between the 'My customer Ind the utility. enQuesta !
l_map-2012 16.60 .41 enQuesta SocIal
2S Yes ~=!Ity
x) System will enable GPS related event notlHClltlon. enQuestll Smart Grid SlJA/
WebQ)nne<:t/ My
16.60 .42 enQuesta !
enQuesta SocIll
2S Yes a;::=ty
xi) System wDi enable GI'S related event mopping. '~~;;'OA/ WebConnect / My
16.60 .43 enQuesl:a /
enQuesta SocIal
25 Yes a;::::,a:,ity
~!!::.n:II:'~:~ customers of 'speclals' or 'Ioyal c,,~~';;';; ~ma" SOA/
WebQ)nnect / My
16.60 .44 enQuesta!
enQueste Sot:lal
25 y"" a;.':!:'~ty
xIT) System wlU notify. customers of. curtailmen~, .price cn~,:, oo';."r changes , real-time pricing, and attical peak pricing opportunities. WebConne<:t / My
16.60 .45 _nQuesta /
.. Questa Social
25 Yes Co..::=ty
IS~".' will enable the customer to purcha .. · en\lU~Br conte;nt.. products, services, etc. Grid SOA/
WebConnect / My
16.60.46 enQuesta !
enQuesta SOdal
25 Yes a;::;:::..1ty
~~ will enable and embrace "smart home' ?,nc;epts and c"G~d~' I!II~ m.nagemen~ 2-way commun1cation, and appilallCl! management through the smart meter. WebConnect/My
16.60.47 enQuesta /
enQuesta Social
25 VP.< c:::1ty
I~=,m~ wiD allow for cross-post UlJdates to _ services (e.g ., cn~~:;n ~cebook. Twitter or the utility's blog site, etc.) WebConnett / My 16_60.48 enQuesta/
enQuesta Social
25 v .. ~~:Ity
a· •. .;111
I:~I." has '..;,~ =~odule that allows APU to Idd live dlat r.;:;~,=~ chat module P~;'id':t ~::::'::wlth th_ following 1:ls::"~. chat where APU has the ability to target a website
16.70.03 then, using vl_' queues and coordinated sound
I=;"rottion invite that visitor to engage In a IIYe 25 y.,.
16.70.04 ~! chat whe<e APU has the lbillty to walt for a visitor Ito !f! i!!! live dlat lnteract!on usua!!y through diclclng an ilcon or button and I notice Ie.- ... an oiw'1!ina CSR. n v ...
MDOU'. Option WIll
be evaluated and
selected during
16.70.05 IC.llnvltlltlons can be made manuolly - with the userlCSR BPA process by
sas and alent
]through ;;::..~~~~.!n a~d S:r~~~:::. to which visitor 1§ No wltho~,!~~"1ty to I Module option will
be """Iuoted and
selected during
16.70.06 BPA process by
SIllS and Clent
Id) Tabbe<!. doat 15 No
wlth~~11ty to
",cou,e opcon Will
be evaluated Ind
selected durlnQ
16.70.07 BPApro~by
SIkS and Cilent
le) Prfvlte_ chat raonu: 15 No w~i~~mtyto
16.70.08 1~.bSIte.
' appearance that exactly .... ~, 'APU
2S Ves
16.70.10 Ih~~~"!to distinguish between lOTtIal useB. operators and 10 N.
Ability !IO wam.
16.70 .12 ~':=~':..customer routing nules to route the customer to the 10 No
16.0 SocIal Meda
Anachmanl3 • Cfienl Funclional Matrix
16.70.13 k) creation of stock respon .... Including standardized greetings, closings, frequentiy used solutions, and links to key pages on the site that will be DUShed to D.rtldD.nl5 as needed. 25 Yes . Moau e option Will
be evaluated and
selected during
16.70.14 I) A set of ",Ies that automatlcaKy connect the CSR to vlsltors BPA process by based Dn Web site Itttlvity, such as browsing to a particular S&S and Client Web page or offer, lingering on II pllge for a length of time, or without liability to follows a specific click:str .. m. 15 No Cient.
~~;;I~;;;;'a~~'
selected during
16.70.15 BPA process by
m) The ability to leverage collaboration function>llity including S&S and Client page pushing, co-browsing. and instant messaging between without lI.blllty to CSR end customer. 15 No Client.
-;;;ue~;I~:;;'d'a~d'
selected during
16.70.16 BPA process by
System will have ",I .. that can be built (or utilize a program S&S and Client like Google Analytlcs, etc .) with any combln.tlon of supported without liability to visitor dati! indudino : 15 No Client.
MOOU e option Will
be evaluated .nd
seleclied during
16.70.17 BPA process by
S&S and Client
without liability to
01 Search enolne terms used to .rrlve on site 15 No CRent. be: evaluab!d and
selected during
16.70.18 BPA process by
S&S and Client
without liability to
b First Ume ¥s. re .. at visitors 15 No Client.
'beuu;:;;;;;'and
selected during
16.70.19 BPA process by
S&S and Client
without liability to
cl Minimum _s viewed 15 No Client.
'b:';:I~:;;;'a';,d
selected during
16.70.20 SPA process by
S&S and Client
without liability to
dl TIme el .... d from .revlou. chat 15 No Client.
;U==.';'
selected dunng
16.70.21 SPA process by
S&S and Client
without nabllity to
e CUlTI!!nt site location 15 No Client.
't;;'.";;k;;;;;;'.-';;'
selected during
16.70.22 SPA process by
S&S and Client
If) Previous site loeatlon 15 No
without liability to
Cllent.
r'uuu,c.u,...u~, .. '"
be evaluoted and
selected during
16.70.23 8PA process by
S&S and Client
101 Entrv URl
without nabillty to
15 No Client.
be evaluated and
selected duMng
16.70.24 BPA process by
S&S and Cllent
without liability to
hl Refe!"tll!!LURl 15 No CI1ent.
~-~~;I~;;'a~d
selected during
16.70.25 SPA process by
S&S and Client
without liability to
n Minimum time on DaQe 15 No CHent.
....... u,~ Upuun .. '"
be e.alutated and
selected during
16.70.26 BPA process by
S&S and Client
without liability to
II Minimum time on site 15 No Client .
'b:';;I~=;;;'a~d'
selected during
16.70.27 BPA process by
S&S and Client
without liability to
k1 Real-time us."" stilu.tico ond ...... cIctolls is Nii Cllent. ~:'!~I:=n.~~1
selected during
16.70.28 SPA process by
S&S .nd Client
System will hive full reporting capabil~les that document the without llabillty to followfng but not Umlted to: 15 No Client.
16.0 Social Media 85
16.70.29 16.70.30
16.70.31 16.70.32
n!tles
16.70.33 15.70 .34
16.70.35 g) User-dellned
16.70.36 System will optimize agent etftcleney and """"'UO chat handlln times via real-time and historical Ie orts.
16.70.37 system wiil protect 5ensftfve aJsmmer and company data and support payment card Industry (PO) Initiative with security features such as chat transcript masldng If a payment is made throu h the chat.
16.70.38 System will provide help links, a means far changing passwords, bind settings, syEm Information, and advanced settings that set cor1l1ectfon limIts, set aUowances for' Incoming m es and define the server n"KJde.
16.70.39 System will be supported and provide a fully dOQlmented API that Is avaUabIe for APU to extract data from the chat
environment In order to tomblne It with other utility systems or t<> fu,t" lot. It
18.0 SocIal Madia
Atlillchment3 • Client Functional MDtri.
15 No
15 No
15 No
15 No
15 No
15 No
15 NO
15 NO
15 No
No
15 No
M option wi
be evaluated and
selected during
SPA process by
ss.s and Client
without liability to
Client.
Module option will
be evaluated and
selected during
BPA process by
Ss.s and Client
without liability to
Oient.
o on
be evaluated and
selected during
SPA process by
ss.s and Client
without liability to
ClIent.
be evaluated and
selected during
BPA process by
S&S and Clent
without rIObliity to
Cient.
be ""aluated and
selected during
SPA process by
ss.s and Client
wtthout liability to
C1ent.
be evaluated and
selected during
SPA process by
ss.s and Client
without Uobillty to
Clent.
be evaluated and
selected durfng
SPA process by
S&S and Client
without liability to
Client.
be evaluated and
selected during
SPA process by
Ss.s and caent
without nobility to
Oient.
be evaluated and
selected during
BPA proteSll by
ss.s and C1ent
without liability to
Client.
be evaluated and
selected during
SPA process by
ss.s and C lent
without liability to
Client.
be evaluated and
selected during
BPA process by
S&S and CI1ent
without liability to
Clent
Out Of Stope
Out or Scope
86 Attachment 3 • Client Funclional Matrix
17.0 Water Budgets
Is Functionality Name of System
Requirement Description sas Response Included In or Module That Price? (Ves or Provides This Notell
No) Functionality
:l.7.00.0P lWamrJllldDet&
17.00.01 System provides for individualized water budgets for eaCh~· 25 Yes Conservation customer . Management
System provides for budgets based on the following criteria (for
17.00.02 all ciass of customers in a standard and mix·meter mode), but not limited to:
17.00.03 a) Home / Commercial building SQFT 2S Yes Conservation Manaaement
17.00.04 b) Irrigated area 2S Yes Conservation
Mana"ement
17.00.05 c) Dally weather 25 Yes Conservation
Manaaement
25 yes Conservation Client understands
Management this will function
17.00.06 d) User-defined within existing
capabilities of
enQuesta.
17.00.07 e) Default use per person 15 Yes Conservation
Mana""'ment
17.00.08 f) Default use per irrigated Brea 15 Yes Conservation Manaaement
17.00.09 g) Default daily weather average 15 Yes Conservation Manaaement
17.00.10 h) Minimum irrigated area size 15 Yes Conservation Mana[]ement
17.00.11 i) Maximum irrigated area size 15 Yes Conservation Mana .... ment
17.00.12 j) Lot size 25 Yes Conservation
MBnaoement
17.00.13 k) Infrared photography (i.e., for aerial photography for 15 Yes ConservatIon Irrloated landscaoe.l· Mana[]ement
17.00.14 I) Mapping softwa~ (I.e., GIS, Google Earth, Sing, etc.) 25 Yes Conservation Manaaement
17.00.15 m) Evapotranspiration rate 15 Yes Conservation Mana"ement
17.00.16 n) Devices (outdoor) 25 Yes Conservation
Manaoement
17.00.17 0) Fixtures (indoor) 25 Yes Conservation
Manaaement
17.00.18 p) Number of household occupants 25 Yes Conservation Mana[]ement
17.00.19 q) Zoning of acoounts 25 Yes Conservation
Manaaement
17.00.20 r) Turf irrigated area / softscape percentage 15 Yes Conservation Manaoement
17.00.21 System provides for an appeals process that are granted for but not limited to:
25 Yes Conservation Workflow to be
17.00.22 a) Larger families or businesses Management defined In SPA process
25 Yes Conservation Workflow to be
17.00.23 b) Larger irrigated area Management defined In SPA process
25 Yes Conservation Workflow to be
17.00.24 c) Extenuating circumstances Management defined In SPA I Drocess
25 Yes Conservation Worldlow to be
17.00.25 d) Changes to existing premises or lifestyle Management deft ned in SPA ~rocess
25 Yes Conservation WOrkflow to be
17.00.26 e) User-deft ned Management defined in SPA
process
17.00.27 System records all updates to water budget accounts including:
17.00.28 a) Plan type 25 Yes Conservation
Manaoement
17.00.29 b) Starting date 25 Yes Conservation
Mana[]ement
17.00.30 c) Ending date 25 Yes Conservation
Manaaement
17.00.31 d) Home / Commercial building SQFT 25 Yes Conservation Manaaement
17.00.32 e) Irrigated area 15 Yes Conservation
Manaoement
17.0 Water Budgets
17.00.33 17.00.34
17.00.35 17.00.36
17.00.37 17.00.38
17.00.39 17.00.40
17.00.41 17.00.42
17.00.43 17.00.44
17.00.45 17.00.46
17.00.47 17.00.48
17.00.49 17.00.50
17.00.51 17.00.52
17.00.53 17.00.54
17.00.55 17.00.56
17.00.57 17.00.58
17.00.59 17.00.60
17.00.61 17.00.52
17.00.63 17.00.64
17.00.65 17.00.66
17.00.67 17.00.68
17.00.69 17.00.70
17.0 Water Budgets
Attachment 3 • eDen! Functional Malrix
Default use per Irrigated area
Default dally weather average
Minimum Irrigated area size
Maximum irrigated area size
Evapotranspiration rate
Number of household occupants
Temporary disconnect
an automatic Interface to thp. county
I 3rd party data to determine characteristics of the
for an automatic Interface to the county
party data to determine lot size of the
wstomer.
evapotranspiration weather zones within district
Default evapotranspiration by customer dass
supports a rate structure that envelopes the water
a component of the rate Indudlng but not limited to:
a OJstomers water
15 25
25 25
25 25
15 Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Integration
Management
Conservation
Management
Management
'I'I'".- .~. '·r'''''f.~:'''-;;}'~ [ ''c-(~" -,,;-~-,;~~--.-. -,---,-~ 'I' .> ., ... 1'>1'!!"1I' .• ,. •. ~ • '-" 1 ........ :.. ::'. ~')'; r .. . ~_-"I I."',; -.~', • - -. •• - - 1 - -:""Q . .. b ... '. " .•. ,'." .. :- !.": _ ..•• J 1:' •• _ .. :'''' ~-~;:-•. , ~'. '._ _ .... (J~,·;.It.7JJJ ~C .. __ ~ ~ ... ...&..~"..-, _____ ~.--;~ 25 Yes COnservation
25 Yes
15 Yes
88 17.00.77
17.00.78 17.00.79
17.00.80 17.10.01
17.10.02 17.10.03
17.10.04 17.10.05
17.10.06 17.10.07
17.10.08 17.10.09
17.10 .10
17.10.11 17.10.12
17.10.13 17.10.14
provides the ability to generate letters related to water that is user defined for the following activities:
Comparison of on- and off-plan customers
Customers unique consumption history
f) The system will display on the bill the allocation and actual to indicate to the I1Istomer that they are doing a good rnl'~"'rviln"L or not.
the ability to select the preferred method of
which form of
notice.
Social Media (e.g., SMS, Twitter, Facebook, etc.)
, 7.0 Water Budgets
25 Yes
20 Yes
25 Yes
Yes
20 Yes
Management
Conservation
Management
Conservation
Management
Conservation
Management
Management
Conservation
Management
Management
Conservation
Management
89 AHachment 3 • Client FuncHonal Matrix
17.10.15 System provides the ability to reset annual dates based on the 15 Yes Conservation last event date. Management
17.10 .16 System provides the ability to generate notifications en mass. 25 Yes Conservation Management
17.10.17 System provides the ability to display how the letter was sent 20 Yes Conservation for example Mail or email. Management
17.10.18 System provides the ability to report and track water budgets 25 Yes Conservation compliance status. Management
•• ~~ClO " - e.1!!I.';: ~~.(:-: :>: .:.::., ,7
~ .. I .:~~: .~:
System provides the ability to indicate the water budget 25 Yes Conservation
17.20.01 information from the primary customer information screen. Management System provides the ability to track ali water-budget related 25 Yes ConservC!tlon 17.20 .02 customer contacts on-line. Management
17.20.03 System captures date and time of when customer called. 25 Yes Conservation Management
17.20.04 System captures notes relating to the nature of the cali. 25 Yes Conservation Management
17.20.05 System provides the ability to classify a resolution type for the 25 Yes Conservation
17.20.06 System provides the ability to capture resolution date and time. 25 Yes Conservation
17.20.07 System provides the ability to create reports for customer cali 25 Yes Conservation information. Management
17.0 Waler Budgets 90
Allachmert 3 • Clklrt FlOICIional Matrtx
18.0 Mobile Work t-ianagement
---
.. Functionality Name of System
Requirement Desc:rjptlon Vendor Response Included In or Module That VendorNatu Price? (Yes or PntvlIlea Th15 No) Functionellty
~twor1t Manegllrnent •. ~ -==---..
-
.-~ ~- At a minimum, the proposed solution provides for the following 18.00.01 real-time mobile solutioAs Including but not limited to:
a) Dispatch 25 YES PragmaCAD At the core of the CGI WFMS solution is our centerpiece dispatching application
PragmaCAD, a powerful data-routing
tool comprised of several modules that
collaborate to process dispatch-related
Information. PragmaCAO accepts job
requests from 8 variety of sources and
routes the Information to the relevant
18.00.02 department and the right dispatcher.
The software provides all dispatchers
with the automated tools necessary to
effectively manage field crew work from
the Simplest to the most complex,
whether common or emergency.
b) Intelligent routing 25 YES PragmaCAD The Route Optimizer attempts to minimize the travel time of a given
crew, taking Into account the order of
business prIOritIes (I.e. Emergenctes
always first; fixed appOintments next,
etc). It Will flag lIny orders that are
determined to be outside expected
parameters, like travel time that
exceeds shift duration, for example.
The Route Optimizer Will also
reformulate crew routes based on real-
time operational activities. Travel-time
18.00.03 calculations are handled by MS
MlIpPolnt and routes are displayed on a
MapPolnt-generated map.
c) Scheduling of appOintments 25 YES PragmaCAD can schedule appOintment with crew at specific time. However, the PragmaCAD
Availability module Is available as an
18.00.04 option (to be purchased) to manage
time buckets for automated resource
allocation.
d) Resource Management Optimization 25 NO PragmaCAD The 2 following PragmaCAD modules:
Availability and Forecasting are
18.00.05 available as an option (to be
purchased).
e) Automated Vehicle Location Services (AVLS) 25 YES PragmaCAO Requires I~ptops :~ trucks . When non
18.00 .06 GPS devices are used, location of crew
Is set to last known ON SITE location.
f) Field automation (e.g., Platform for developing specific field 25 YES PragmaCAD System Is fully user conflgurable with workflow applications to further automate and Improve field regards to job types, field reports and crew productivity using the utility's CIS and GIS). can be Interfaced through XML API.
Refer to proposal for proposed
configuration and training assumptions.
18.00.07 Anaheim Is responsible for actual
configuration .
The UDF are available on PDA's
however the container Is only available
on Laptops.
System must be able to send and receive work I service order 25 YES PragmaCAD The standard PragmaCAD XMl/Web requests from the proposed CIS. Services API Is provideo. S&S or Anaheim wlU use this API to develop
18.00 .08 the necessary integration via an ESe
atchitecture. CGI will provide two week
training for two resources on how to
utilize the API.
System must be able to send and receive work I service order 25 YES PragmaCAD Interfaced through XML API/web
18.00.09 requests from other utility systems (work order management services.
SYstem. etc.)
lB.O Mobile Work Management
Attachment 3 • Client Functional Matrix
Ie Functionality Name of 5yste ...
Requirement D.8crlptlon Vendor Response I ncluded In or Module That Vendor Not •• Price? (V •• or Prov ides This No) Funct ional ity
System will allow for the creelion of w o r~ orders rrom w~ 10 NO Prllgm~CAD Functionality not available on PDA 1800.10 workforc e mobilizati on svste-m.
System will be ~ble to complete work In workforce mobilization 25 YES PragmaCAD The standard PragmaCAD XMl/Web system and close order In source system (CIS, work order Services API is proVided. 5&S or management system, etc.) Anaheim will use this API to develop
18.00.11 the necessary Integration via an ES8
architecture. CGI will provide two week
training for two resources on how to
utilize the API.
System can, In real-time, review and update event, crew, 25 YES PragmaCAD
18.00.12 perwnnel, and equipment information maintained In the dispatch environment.
System will manage the orders to insure that all orders ror a 25 YES PragmaCAD
18.00.13 single property are logically grouped (or not), worked and closed.
System will provide that orders are not required to be 25 YES PragmaCAD Non geOCOded calls must provide a
18.00.14 associated with a premise and can be pointed to intersections, Iong/lat value to be posltlonned on parcels, specific locations, etc. mapping views.
18 .00 .15 System win provide a "stor~ and forward" abtlttv to ensur e no 10 NO PragmaCAD functionality available on Laptop but ocders ale lost. not on POA
System will provide ror on-line, real-time Dashboards that 25 YES Pr~gmaCAD All those runctions can be achieved on assist with operations expense management, Intelligent a dispatch workstation. There 15 no web routing, AVlS, resource management, and scheduling. based dashboard Included. There Is not
18.00.16 currently a report for expense
management but data IS available In
the PragmaCAD database to be
extracted and used by a third party
tool.
System will provide ror reporting that assiSts with operations 25 NO PragmaCAD Reporting requires third party tools.
18.00.17 expense management, intelligent routing, AVLS, and Reports data available In Orade scheduling. schema.
System will acquire work / service orders automatically rrom 25 NO PragmaCAD The EAM system can be Interfaced
18.00.18 enterprise asset management (EAM) system In real-time through the PragmaCADXML API/web mode. services. CGI can provide Integration
servlees at extra cost.
18.00.19 System will support the rollowlng EAM work requests including but not limited to:
a) Standard crew work 25 NO PragmaCAD The EAM system can be Interfaced - through XML API/web services. CGI can
'18.00.20 provide Integration services at extra
cost.
b) New service line requests 25 NO PragmaCAD The EAM system can be Interfaced through XML API/web services. CGI can
18.00.21 provide Integration services at extra
cost.
18.00.2 2 c Preventative maintenance order 2~ NO PraamaCAD Same as above.
18.00 .23 Emeroencv after hours work 25 NO PraamaCAD Same ~s above. .,) V.er-deflned 25 I YES PragmaCAD Job types and fj.!/d reports can be
18.00 .24 added without programming through
the configuration Interlace .
System will allow work to be stored until 'It can be scheduled 2s YES PragmaCAD Requires the purchase of the with a resource that Is working within the area, or when a PragmaCAD work optimization module. I resource Is available.
Automated dispatch rules can be
defined to support area dispatch.
18.00.25 However, best practice Is now to allow
for some crew flexibility to optimize
crew displacements. System supports
both work practice .
System will provide priority work scheduling based on current 25 YES PragmaCAD Requires the purchase of the workload and availability of resourceS. PragmaCAD work optimization module.
18.00.26 Work leveling can be performed at any
time to accommodate ror changes to
workload during the day.
System will acquire outage orders automatlcaliy from the OMS 25 NO PragmaCAD Our OMS system Is fully Integrated with In real-time mode. our proposed PragmaCAD solution.
18.00.27 !ThIrd party OMS systems can be
Interfaced through Web Services I XML
API. CGI can provide integration
services at extra cost.
18.00.28 The svstem will suPDOrt the follqwlnq OMS work requests:
a) Trouble call 25 NO PragmaCAD The OMS system can be Interfaced
18.00.29 through XML API/web services. CGI can
provide Integration services at extra
cost.
18.00.30 Ib) Routine maintenance 25 N PraomaCAD Same as above
18.00.31 c Power Q!Jalltv 25 NO PraamaCAD Same as above
18.00.32 d Troubl eshootln!l 25 NO PraJlmaCAD Same as above
18.0 Mobile Wad< Management
Anachment 3 - Client Functional Maltl.
rs Functionality Name of Systetn
Requirement Delcrlptlo n Vendor Response Included In or Module That Vendor Notes Price? (Yes Or Provides This No) Functionality
18.00.33 e Tree trimmlna 25 NO PraamaCAD Same as above
f) User-defined 25 NO PragmaCAD Job types and field reports can be
18.00.34 added without programming through
the configuration Interface.
180035 SY!>'tem will automatically notify field personnel of an amended 15 NO PragmaCAD Functionality available on Laptop but order In rea!-tlme nat an PDA
18.00.36 System will autom.3llCaliy change orders as directed by 15 NO PragmaCAD Functionality available on Laptop but CIS/EAM/O I~S and notify the field personnel In real-lima. not on PDA.
System will automatically notify field personnd of woM< ord\!l'S 15 NO PragmaCAD Functlonallt) available "n Laptop but 18.00 ,37 that haw been re-assigned to them 111 real-bm e not on PDA System will support future-dated orders for woridoad, vehiCie;" r-- 25 '-YES ,-r--- 'PragmaCAD Requires the PragmaCAD work ---
18.00.38 balanCing, etc. optimization module.
System will allow for an order to be aSsigned to multiple worle 25 NO PragmaCAD this requires a PragmaCAD multi- groups at the same time. agency licence.
18.00.39 System will lock -Qut certain service order s for c+ specific period H) NO PragmaCAD FunctIOnality available on LdptOp but 18 ,00.40 of time (wtrh ovemde) . not on PDA, System will review work attempted but not completed, due to 0 NO Pl'IlgmaCAO Typical workflow is to lode the job until unavailable parts, Inventory, resources, criticality etc., to see i It can be performed. When the blocking necessary parts / resources have been received or are event Is resolved, the job needs to be available. unlocked for work to resume. External
18.00.41 system Interfaces can be Interfaced to
Implement this functionality. CGI can
provide Integration services at
additional cost.
System employs user-deflned, estimated job times depending 25 YES PragmaCAD Default job completion times are on the service order type. defined in the job type. This Is done
18.00.42 when lob types are configured and can
be changed at any time by users with
required access permiSSion,
System employs user-deflned, estimated drive times 25 YES PragmaCAD Drive times are calculated with our
18.00.43 (reasonable expectations) for each geographic area. optimized route pre-calculator . ..
System will automatically update the estimated drive times 20 NO Drive times are dynamically calculated and job completion times, based on roiling averages, type of based on Microsoft Map Point road Vehicle, service personnel assigned to the lob, etc. network. Wrench time Is also available
18.00.44 after worle Is done. Users can then
gather statistics and change target
completion times manually .
System calculates estimated, time of arrival-based drive times 25 YES PragmaCAD Drive times are calculated with our of all assigned orders. optimized route pre-calculator.
18.00.45 System will allow for the utility to configure worle group, 25 YES PragmaCAD Boundary based dispatching Is geographic boundaries by order type, worle group, etc. supported however best practice Is to let system determine extents of crew
18.00.46 displacements In a assignment list with
regards to geography and drive times.
Better travel optimization Is ~chleved
this way.
System will group orders dated for ' x' days in the future and 25 YES PragmaCAD Work Is dispatched In the future group them by proximity and by order type, for certain types according to resources deployed on of orders.
I
I:tt&t day, drive time optimization and
18.00.47 dispatch profile active. Note that work
leveling can be re-run at any time .
Requires the purchase of the
PragmaCAD worle optimization module.
System will automatically notlry the utility that the workload 0 NO
18.00.48 needs to be levelized between field personnel In same geographic area, service center, etc.
System will automatically resequence orders to achieve all 25 YES PragmaCAD Based on crew's work progress. this Is
18.00.49 specified customer appointments or time-windoW done at the crew level. commitments and break time allowances.
18.00.SO System allows for manual modifications or adjustments of 25 YES PragmaCAD seouenced orders.
System will reroute remaining work following the insertion of 25 YES pragmaCAD 18.00.51 an emergency or same day order.
18.00.52 System will support multi-branch capability with a single point NO Please provide additional Infromatlon. of entrY and common database sharlna.
System "ill allow for addresses entered Into the system - as a 25 YES SkyVIEW All addresses can be geocoded to
18.00.53 work- site, customer location, resource start and end location, provide a !leo-location on a map. The or work-In-progress - to be automatically "pinned" on ii map. system supports visualizing the worle -- - on a map background.
o.r.-~
The proposed MWM solution will Integrate with the following 18.00.54 Isvstems including but not_UmItl!d to:
18.00.55 a CIS 2S YES PraamaCAD
18.0 Mobne WOI1< Management 93
Attacl1men! 3 - Client Functional Matrix
I. Fllnctlonallt y Name of System
Reqllirement Ducrlptlon Vendor Re.po.,.. Incillded In or Modille That Vendor Notes Price? (Yee or Provide. Thi.
No) Functionality
b) Human Resource I Labor 25 NO PragmaCAD The HR system can be interfaced--
18.00.56 through XMl API/web services . CGI can
provide Integration services at extra
cost.
c) Asset management system 25 NO PragmaCAD The asset management system can be
18.00.57 Interfaced through XMl API/web
services .
18.00.58 d CRM 25 NO PragmaCAD Same as above
18.00.59 e Purchaslna 25 NO PraamaCAD Same as above
18.00 .60 FMIS 25 NO PraamaCAD Same as above
18.00.61 GIS 25 YES PragmaCAD Same as above
18.00.62 DSM/OMS 25 NO PraarnaCAD Same as above
18.00 .63 i Other (please specifY In comments 25 NO PraamaCAD Same as above System supports Intelligent working rules and regulations. 25 YES PragmaCAD Dispatch conditions can be defined and grouped as dispatch profiles. The
18.00.64 Prag maCAD auto-dispatch has been
proposed as an option. This option Is )
required for this reqUirement.
The propo sed MWM ~ystem is capable of multilingu(! ! SlIp fJ{)f t. 10 NO Pragm aCAD functioocdity available on Laptop but not on PDA.
18 .00 .65 ! ,
System will provide for demand labor forecasting, including .- I----~
18.00.66 but ~ot limited to the followina Deriods:
a) Day ahead 25 NO Forcasting module Need data to do trends. System needs to be in function for a slgruficant
18.00.67 amount of time. The PragmaCAD
Forecasting is an optional module.
b) Week ahead 25 NO Forcastlng module Need data to do trends. System needs
18.00.68 to be In function for a Significant
amount of time.
c) Month ahead 25 NO Forcastlng module Need data to do trends. System needs
18.00.69 to be in funct ion for a Significant
amount of time.
d) Quarter ahead 25 NO Forcastlng module Need data to do trends. System needs
18.00.70 to be 'In function for a significant
lamount of tim ...
e) Year ahead 25 NO Forcasting module Need data to do trends. System needs
18.00 .71 to be In function for a significant
amount of time.
f) Planned event 25 NO Forcastlng module Need data to do trends. System needs
18.00.72 to be in function for a Significant
amount of time .
g) Emergency or unplanned event 25 NO Forcastlng module Need data to do trends. System needs
18.00.73 to be in function for 8 significant
lamount of time.
h) Yearly preventative maintenance event 25 NO Forcastlng module Need data to do trends. System needs
18.00 .74 to be In function for a Significant
amount of time.
I) SLA-compllance 0 NO Forcastlng module Need data to do trends. System needs
18.00.75 to be In function for a slgn:ficant
amount of time.
n User-denned 25 NO Forcastlng module Need data to do trends. System needs
18.00.76 to be in function for a Significant
amount of time.
System provides a viewer for maps In the vehicles to show GIS 25 YES SkyVIEW SkyvlElW Is based un Microsoft Map related attrtbutes (I.e., circuits, transformers, W8ypolnts, etc.).1 Point. Additional information can be Imported and layered on the base map.
18.00.77 Skyview Is available in the truck when
Integrated to MoblIte (Laptop)
System provides the ability to tum on and off layers of 25 YES SkyVIEW Skyview is based on Microsoft Map Information . Point. This functionality 15 prov ided as
18.00.78 part of Skyvlew. (Laptop only)
System provides the ability to update GIS data for later 0 NO SkyVlEW There are no verslonnlng provisions in
18.00 .79 approval. GIS data update. Data Is visible to all once updated.
System allows for phase-In functionality - orders for some field 25 YES PragmaCAD Any order can be printed for personnel or some order types can be printed while others are distribution In the printed form. Follow transmitted to mobile data terminals. up and status updates can be entered by a clerk that is connected to the
18.00.80 system. Order number Is the key to the
Information and can be locftted quickly.
Even If order number is not available,
iJob can be found with address, lob type
etc.
System supports an automated call-ahead function (Interface 0 NO Can be Implemented at extra cost.
18.00.81 to an outbound call system) .
18.0 MobIle Wori< Ma"-ment 94
Attachment 3 - Cliant Functional Matrix
Is Functionality Name of system
Requirement Description Vendor Response Included in or Module That VendorNotu Price? (Ye. Or Providu Thl.
No) Func t ionality
s\;ste m "Ilows for Llser-denned Held naml!S and con~gu7all:e 10 NO PragmaCAD fA.h I t; b~is are r onfi gurable Also, each labeling on both the dispatch application and the mollile z l ! ~r i-:en have his/her scre(!n layout applicatl oi'C. j5a'led and restored on login,
18,00, 82
fSY!'it(,'"!f messa ges and UDf ar e
~; lJP ,", cr t~~ d with this feature Job llst,
k ltl r)..;:tail and othe rs are not .
System prevents the loss of data during synchronIZation. 25 YES PragmaCAD Synchronization is completely lB.00.83 automated and Iossiess. Our protocol
insures no loss of data.
System provides synchronization and recovery procedures . 25 YES PragmaCAD SynchronIZation Is completely
18.00.84 automated and lossless. Our protocol
Insures no loss of data.
18.00.B5 System provides connlct resolution procedures for 25 YES PragmaCAD Automated, no user Intervention synchroniXlng client and backend data Integrity conflicts. necessary.
System provides time-stamping of transactIons and along with 25 YES PragmaCAD All steps and status updates lB.00.86 transaction logs. tlmestamped .
System allows tor the addition of user-defined fields, without 25 YES PragmaCAD Our configuration Utility enables the lB.00 .87 programming Intervention. to store and report data . definition of User DeHned Fields for Iboth 'ob tvoes and field ""DOrts.
System provides data -encryption (255-blt minimum) , using 25 NO PragmacAD Proprietary encryption IS used.
18.00.88 SSL or similar method, during real-time communication.
18.00.89 Dispatch security 15 by transactIon, functIon and field. 25 NO PragmaCAD Packet level encryption 15 used.
System provide. the abllit ¥ for ' i€ld per sonnel to change log- In 10 NO rOfl ct k\ n ~tfity 3\1ailable on lapt op but 18 .00 .90 asswords . nol ' " I' DA System provides administrative tools for managing user 25 YES PragmaCAD Only users with ADMIN rights can
18.00.91 proHles and permissions. access admln tools.
System provides for standard statistical reports by order type , 25 YES PragmaCAD Any off the shelf report engine can be 18.00 ,92 field personnel, service center, etc. used (orade tables).
The proposed solUtIon Indudes a standard, user-friendly report 0 NO 3rd party tool Any off the shelf report engine can be 18.00.93 writer and allows for user-defined custom reports. used (Orade tables) .
The proposed MWM solution supports a ' touch screen' 25 YES PragmaCAD Windows operating system provides lB.00.94 environment for the In-truck hardware and software . support for mouse, pad, touch screen or any other windows supported pointer
,.--.... - - sy!t: m.
JJl 10.Qll--: i!JWM I £t~hnt~,..tIO"
System will provide for the following types of CIS-re lated
18.10.01 service orders ana work requests, indudlng but not limited to:
2S YES PragmaCAD ITyplcally, a JOD type is created In the configu raUon utility for this job type.
Then a Held mapping 15 configu .... d to
provide a one to one transfer with the
18,10 .02 connected system record (In this case
CIS) All this 15 done In configuration
phase. Once this Is done the external
system can create/modify/delete the
lob type through the Web API.
a Meter read or re-read
lB.10 .03 b Turn-on of services 25. -'lCS. PraamacAD Same as above.
18.10.04 c Tum-olf of services final or disconnect for non-pay~ 25 YES PraamaCAD Same as above.
18.10.05 d Transfer of service flnavstart reaa: 25 YES PraarnaCAD ~asabove .
18.10 .06 e Meter installation 25_ YES PragmaCAD Same as above. lB.l0 .07 Meter removal 25 YES PraamaCAD Same as above.
18.10 .08 M«er exchange 25 YES PraomaCAD Same as a!mY.!!.
18.10 .09 Hilln -Dill complaint Investigation 25 YES PragmaCAD Same as above. 1B.I0 .10 Unsoedfled or free-form order 25 YES PraamaCAD Same as above.
18.10 .11 Arrange tor Access 25 YES Prall.maCAD Same as above. lB.l0 .12 Back-How disconnect 25. YES PraamaCAD Same ar, above. lB.l0 .13 I Back-flow Dost onlY 25 YES PraamaCAD Same as above. lB.l0.14 m Back-flow restore 25 YES PmamaCAD Sam.e ;;S above.
18.10.15 n- Can't Locate 25 YES PraamaCAD Same as above. lB.l0.16 o Check or Stuck Meter 25 YES Praama:AD Same as above.
18.1 .17 Check Servlce Of 25 YES Praoma::A.D Same a~jlbove.
IB.l0 .1B Check Service On 25 YES PraamaCAD Same as above. lB.l0.19 r Disputed. Off Order 25 YES PraomaCAD Same as abQ.ve.
IB.l0.20 s Install Coupling Lock 25 YES_ Pra!lmaCAD Same as above.
18.10.21 t Install L -Sop Seal 25 YES PraomaCAD Same as above.
8.10 .22 u Remove CouDlIna Lock 25 YES Praama :AD Same as a~Qve. lB.l0.23 v Remove L-S-P Sea 25_ YES PraamaCAD Same as above. lB.10 .24 w Switched Meters 25 YES PraamaCAD Same as above. lB.l0.25 x Unsafe condition 25 YES PraomaCAD Same as above.
18.10.26 Verlrv Misce laneous 25 YES PraamaCAD Same as above. lB.l0.27 z Broken G ass-Routine 25 YES PraamaCAD Same as above.
18.10.28 aa can't Read Meter Number 25. YES Pragma :AD Same a~above. lB.l0.29 a Demand Reset Broken 25 YES PraamaCAD Same as above.
18.10 .30 ac Demana-Ful Scale 25 YES PraomaCAD Same asabl!'ll!. lB.l0 .31 ad Dial Arm Damaged 25 YES PragmaCAD Same as above.
18.10 .32 ae Elect Reset to Zero 25 YES PraamaCAD Same as above.
18.10 .33 a Meter Test 2e YES Praoma :AD Same a~aDove.
IB.I0.34 a No Seal Test Switch Covers 25 YES PraamaCAD Same as above. lB.l0 .35 a Paint On Face 25 YES PraamaCAD Same as above.
IB.l0.36 ai Meter repair or broken lid 25 YES ~maCAD Same as above.
18.10.37 a Diversion Investigation 25 YES PraamaCAD Same as above.
18.10.38 ak High consurnDtion Investiqatlon 25 YES Praama ::AD Same as above.
18.10 .39 al Low consumption InvestJ..9ation 25 YES Praama AD Same as above. lB.l0.40 am Smart meter Install change Inspect remove retire 25 YES PraamaCAD Same as above.
18.0 MobIle Work ManagemBnI 95
Attachment 3 • Client Funclional Matrix
b Functionality Name of System
Requirement Description Vendor Re.pon.e Included in Dr Module That VendDrNDt .. Price? (Ve. Dr Provide. rhl.
No) Functionality
25 YES PragmaCAD New jot> types and field report types
lB.l0-41 can be added by Anaheim without
programmIng through the configuration
an) User-defined utility program.
~-
lB.l0.42 The system provides real-time, In-flela service Information to CSR's for use during a customer call including:
CIS system can be Interfaced toqUeiY' 25 yeS PragmaCAD
all orthls information through the Web
API. This provides the ability to any
system connected to the bus to access
the information in real time. The
standard PragmaCAD XMLjWeb
lB.l0.43 Services API Is provided. S&S or
Anaheim will use this API to develop
the necessary Integration via an ESB
architecture. CGI will provide two week
a) If the order has been dispatched and assigned to field training for two resources on how to lPe~onnel
utilize the API.
lB.l0.44 b Date the order Is to be worked 25 YES PraomaCAD ISame as abo~ 1B.l0.45 c ACknowledgement that fteld personnel Is enroute 25 YES PraQmaCAD Same as above. 1B.l0.46 d Acknow edaement that field personnel is onsite 25 YES PraamaCAD Same as above.
18.10.47 e A completed order 25 YES Praama :AD Same~above. lB.l0.48 All completion Information 25_ YES PrallmaCAD Same as above. lB.l0.49 Incomolete ob indudlng reason 25 YES PraamaCAD Same as above. 25 YES PragmaCAD All of the job Information Is available
18.10.50 h) Other (please use comments section) through the Web API. 25 YES PragmaCAD Requires that the PragmaCAD
System will allow the CSR to select the time window for a availability module be purchased. The lB.l0 .s1 availability functons be Interfllced with particular service order while In CIS, but the mobile- CIS. 11me windows are configurable in computing, sub-system contains the parameters for PragmaCAD. scheduling. 25 YES PragmaCAD Requires that the PragmaCAD
availability module be purdlased. The
18.10.52 availability functons be Interfaced with
System will suggest, to the CSR, alternative appOintment CIS. 11me windows are conflgurable In times dates and resources necessary to eccomplish the tesk. PragmaCAD.
The CIS will pravlde the folloWing Information to the MWM lB.l0 .53 system for further use and allocation of resources induding but not limited to:
25 YES PragmaCAD
Job types are conflgured to Incillde EI'IV
CIS .nformatlon required by the
workflow The way this Information IS
taken and returned to the CIS record Is
by creating a datil mapping
conflguratlon . Tlus conflguratlon
18.10.54 provides the Infarmatlon used by the
Interface to transfer field Information
from the MWM Job to the CIS record.
The UDf are available on PDA',
however the container tS only available
on Laptops.
a CUstomer name
lB.l0.55 b Customer Dhone number 25 YES PraamaCAD Same as above.
18.10.56 c Service address 25 YES PraamaCAD Same 8S above.
18.10.57 d Service point or in~ectlon address 25 YES PraamaCAD Same as above.
18.10 .58 e Meter Information 25 YES PraamaCAD ISamE as above.
18.10.59 Order type 25 YES PraamaCAD ISame as above.
lB.l0.60 Oraer aate 25. YES Pra~mll AD Same as above.
18.10.61 h Estimated ose date 25 YES PraamaCAD Same as above.
18.10.62 I Notes from CSR 25 YES PraamaCAD ISame as above.
18.10 .63 Kev. entry. or aate code Instructions 25 YES i'raamaCAD Same as above.
18.10.64 Danger Indicator 25 YES PraamaCAD Same as above.
18.10.65 Last meter reading date 25 YES Praama :AD Same...,s above. lB.l0.66 m Last meter reading 25 YES. PraomaCAD Same as above.
18.10 .67 n Transformer number 25 YES PraamaCAD Same as above.
18.10 .68 o GIS-related Infonmatlon 25 YES PraomaCAD iSame as abo\1e.
18.1069 EstImated arrival time 25 YES PraamaCAD Same as abeve.
18.10 .70 Landlord. Information 5 YES PraamaCAD Seme as above.
18.10.71 r Account number 25. YES Pra~mIlCAD Same as above.
18.10 .72 s SubdMsion name 25 YES PraamaCAD Same es above.
18.10.73 t Lot number APN 25 YES PraamaCAD Same as above.
18.10.74 u Inten;edlng street 25 YES Pra~maCAD Same as above.
18.10 .75 v AMI ore ated speci c information 25 YES PraamaCAD Seme as above.
18.10 .76 w credit history 25 YES Praama :AD Same a!> above.
18.10.77 x Consum tlon history approximately 2 yea~ 25 YES PraamaCAD Same as above.
18.10.78 User-defined 25 YES PraamaCAD ISame as above.
25 YES PragmaCilD Using dynamic job updete through XML
Interface. ClIn be bl-directianal. The
standard PragmaCAD XMLjWeb
Services API Is provided. S&S or
18.10.79 Anaheim will use this API to develop
the necessary Integration via an ESB
architecture. CGI will provide two week
System provides for a real-time, two-way exchange of CIS- training for two resources on how to related detail as described above. utilize the API.
---- - -
1812Q 0'0 J:c!!IIPJlt .... Ald.d Dtnatcill - .'-
18.0 MobW. Wolt< Manogemonl 96
At1achment 3 • Client FunctIonal Matrix
Is Functionality Nama of Sy.tem
Requirement Deacrlptlon Vendor Ruponae Included In or Module That Vendor Not •• Price? (V .. or ProVide. Thl.
No) Functionality
25 YES PragmaCAD The PragmaCAD system Is considered a
18.20.01 computer aided dispatch system.
proposed system provides for computer-aided dispatch.
~
Service orders are dispatched based on the following criteria, 18.20.02 b t not limited to:
a) Service center 25 YES PragmaCAD ~Aijto~ited dispatch rules are defined as dispatch conditions. These
conditions can then be grouped In
dispatch profiles. When a profile is
active, these dispatch conditions are
active for work leveling. For example,
one could define a normal dispatch
18.20.03 profile for week days and another for
week-ends with different conditions .
Configuration of system is
responsability of Anaheim . The
proposed PregmaCAD auto-dispatch
module needs to be acquired. This
module has been offered as an option.
18.20.04 b Type of order 25 YES Pr8QmaCAD Same as above.
18.20.05 c Phvslcal proximity of the call 25 YES PraQmaCAD Same as above.
18.20.06 d Time of dav 25 YES PraamaCAD Same as above.
18.20.07 e Resource avallablUtv_ 25 YES PraamaCAD Same as above.
18.20.0B Date 25 YES PraQmaCAD Same as above.
18.20.09 PrioritY 25 YES Praama :AD same as above.
18.20.10 h Skill set$. 25 YES PraamaCAD Same as above.
18.20.11 I Eaulpment type 25 YES PraomaCAD Same as above.
18.20.12 Vehicle reaulrements 25 YES PraomaCAD arne as above. 1B.20.13 k S LA-comPJlance 25 YES PraartlaCAD Same as above.
I) User-defined 25 YES PragmaCAD Since dispatch conditions are 1B.20.14 configurable, one can create new rules
as required.
System provides route map display (or foute evaluation / 10 NO This functionality IS not avaUable on navigatIon/ and trattic congestion . POA. This functionality is availabl e for the dispatchers. This functIOnality IS
18.20.J5 also availablE with Mobllte (Laptop
based mobile 50lutlon) Skyview
prOVIdes map display in the truck and
naVigation , Traffic congestion is not
available.
System will provide for screen de-cluttering methods that are 25 YES SkyVIEW Zoom levels can be optimized to show
18.20.16 available to assist the dispatcher. relevant Information. Also, some information can be set to be alwa~'S
visible at any zoom level.
System will allow for selection of field personnel from graphical 25 YES PragmaCAD/SkyVIE
18.20.17 representation and view crew attributes, list of orders, W o,ation. etc.
System will allow for the dispatcher to add notes or comments 25 YES PragmaCAD 1B.20.1B to orders before they are dispatched In the field. 1B.20.19 System will allow dispatcher to search for a specific order by 25 YES PragmaCAD oNler attribute. tvDe location etc.
18.20.20 Dispatcher can adjust end balance work emong field personnel 25 YES PragmaCAD Drag and drop works across map and VIa drao-and-droD technolooy. list views.
18.20.21 Dispatcher can recall orders from speCific field personnel or by 25 YES PragmaCAD work teams.
Dispatcher has ability to move orders between service center 25 YES PragmaCAD Job lists are query based, changing the territories. query changes the jobs availab!e for
18.20.22 dispatch on the list. Job views are not
llmlted to territory.
Dispatcher can hold specific orders, such 8S orders that cannot 25 YES PragmaCAD Any job can be locked and later
18.20.23 be completed today, but that should be worked In the near released. A locked job can not be future . worked on while locked.
18.20.24 Dispatcher is notified of new, Incoming {same day and 25 YES PragmaCAD iemerClencvl orders .
18.20.25 System provides status {amount of time tleld personnel Is at a 25 YES PragmaCAD ~ob. e.tc..}.uodate to dlsoatcher.
System provides the ability for the supervisor/dispatcher to 25 YES PragmaCAD
18.20.26 modify the time of a time-stamped event, such as when the fleld personnel arrived et a location .
18 .20. 27 Syst"m notifies Held p"rsonnel of pending CIS work at that 5 NO PragmaCAO same Dremlse or a oremlse nearbv.
Dispatcher can send and recei ve emaU~type messapfS to and 5 NO PragmaCAO FunctIonality available on Laptop but 18 .• 0.28 from the field per5onnel. not on PDA.
18.20.29 System notifies dispatcher of ·problem" work, work In danger 25 YES PragmaCAD Speclnc alarms can be set. of not meetina the schedule etc.
Supervisor can VIew the completion data on selected orders for 25 YES PragmaCAD Job status can be readily seen In the 1B.20.30 accuracy and completeness. ob list and a simple double dick brings up the job detail for a complete access
to job Information.
lB.20 .31 System will allow dispatchers the ability to attach notes or 2S YES PragmaCAD comments to comDleted service orders.
18.0Mobi1a WClfI< Management 97
Altachment 3 -Client F1Jnclional MaItIx
Is functionality Name of System
Requirement Description Vendor Responae Included In or Module That Vendor Notes Price? (Yes or Provlde.Thls No) Functionality
- , System provides the ability to separate geographic areas and 25 YES PragmaCAD The system relies on job filters set for all associated order and resource information to specific an Individual. In fact, a dispatcher will dispatcher. see only the jobs that hisfher filter
18.20 .32 allows. This filtering Is not limited to
area and can Include other job details
in the filtering conditions.
System provides the ability to combine one or more 25 YES PragmaCAD As desaibed In 18.20,32 above, the
18.20.33 geographic areas and all associated order and resource user simply actIVates a job filter that information to a single dispatcher, indudes the desired job.
System p<ovides the ability for field personnel to complete an 15 NO r l'ogrn,]:(:~\D I
18.20.3 4 order With a code that tran sfers order to another crew/field , !
nersonne l.
--I System will diloVi field personnel to complete an emergency 15 NO P r ii£ !'~ ~ ~ C!\ O
18.20 .35 order with a code that tran sfers order to :3nother c r~ w System will allow completion codes to generate a follow-up 0 NO PragmaCAD Can be developped. Custom code. order. However, this Is often done In job
18.20.36 generating system such as CIS ...
System will notify dispatcher if field personnel falls to 25 YES PragtnaCAD Alarms can be set for this purpose,
18.20.37 acknowledge receipt of an emergency order In a defined time.
System warns dispatcher of emergency orders that are In 25 YES PragmaCAD Alarms can be created to do this. danger of not meeting user-defined response reqUirements. Alarms can be defined with many
18.20.38 different options. Those are like
triggers on specific job fields that
trigger an alarm.
System will support a two-way Interface that shares critical 0 Not applicable A CIS function, 1B.20.39 accounting Information between the CIS and/or the FMIS applications (J.e, FEMA reimbursements).
1B.20.40 System provides for Incident or field work data by location. 2S YES PragmaCAO If job was Input by location.
Previous entries are maintained and tracked.
18.20.41 System provides for an E911 Interface-shilling telephone and 0 NO Can be developped by CGI at extra I Dhvslcal location addresses. lcost.
System will provide for location verification, where pOSSible, 25 YES PragmaCAD Geocodlng usually part of CIS validation
18.20.42 using a geo-file (or the like), Including locations, house however can be Implemented In CAD, numbers, street names, intersections, etc. Mappolnt geodata used. - .-
18.20.43 System will time-stamp the following components, but not limited to:
18.20.44 Work order number 25 YES Plall.maCAD -18.20.45 b TIme call was dlsDlltched 25 YES PraamaCAO 18,20 ,46 c)nme the uttlllY arrived on scene 25 YES Praama ::AD
18.20.47 d Time the Droblem was resolved 2~ YES Pra~ma :AD e) User-deflned 2S YES PragmaCAO Any status event can be timestamped. 1B.20.40 Status events can be created .
18,20 .49 System will provide security at all levels for the various types 25 YES Pl'lIgmaCAD All IIccess Is governed by user rights. of Information functions screens and users_
18.20 ,50 System will aul ,Omalo(:ally 9"n ... ,tp' ,ad j," 1" 9' without any 0 NO PragmaCAO ext,.a 'nput lrt;m thE!: dlos:r"ah:her.
18.20.51 0 NO lob notes can be used for thiS purpose.
System will allow for radio loas with manual Input.
18,20.52 System has configurable watch timers to monitor Including, I but not limited to: -25 YES Pl'lIgmaCAO I
18.20.53 All events are time stamped and thus
provide elapsed times between events. a Response times
18.2054 b Elapsed times 25 YES Praama ::AD ~above
18.20.55 c S~ficevents 25 YES i'raclftlaCAD See above
18.20.56 d Changl"Q.status priorities 25 YES PraarnaCAD See above
18.20 .57 e User-defined ~ YES PragmaCAD Alarms elln bJ! based on time. 25 YES PragmaCAD A button exists (SOP) that opens an
18.20.58 System will support standard operating procedure screens, attached file that contains operating which can be tied to call type or location. procedures.
System wlll support use of different colors and symbOlS to 25 YES PragmaCAD 18.20 .59 differentiate call status and priorities. 25 YES PragmaCAD Query Info can be exported to excel.
18.20.60 Also, 3rd party tool can be used as all
Information available through Orade
~~em will support query I ad-hoc ~l'Qrtin!l. database.
~YO 00 Ilitt.J~~-,"lnll
18.30.01 System provides the ability to perform route optimization by:
a) A single vehicle 25 YES PlagmaCAD This requirement needs the proposed 18.30.02 PragmaCAD. 25 YES PragmaCAD This requirement needs the proposed
18.30.03 b) A group of vehicles PragmaCAD.
25 YES PragmaCAD This requirement needs the proposed
18.30.04 c) A geoglaphlc locatlon(s) Pl'lIgmaCAD,
18.30 ,05 d Anticipated work route 25 YES PraamaCAD
18.30.06 e) Anticipated work route by mInute, hour, day, week, month 25 YES PragmaCAD
18.30.07 f) Pending work requests 25 YES PragmaCAD This requirement needs the proposed I'l'i!ItmaCAD.
18.0 Mobile Wolk Management 98
Attachment 3 • Client Funclional Matrix
Is Functionality Name of System
Requirement Description Vendor Responle Included In or Module That Vendor Notes Price? (Ve. or Provides This No) Functionality
25 YES PragmaCAD This requirement needs the proposed
18.30.08 g) User-defined PragmaCAD.Users can define dispatch conditions to be used for dispatch
algorithm consideration.
~ -~ ~- -.---System will allow for the following route-related features, 18.30.09 Incl dina but not limited to: ~ -
18.30.10 a) Route name 0 NO System does not support fixed routes.
18.30.11 b) Route number 0 NO System does not support fixed routes.
18.30.12 c) Route Description 0 NO System does not support fixed routes.
18.30.13 d) Pattern description 0 NO System does not support fixed routes.
18.30.14 e) Primary 0 NO System does not support fixed routes.
18.30.15 f) Alternate 0 ND System does not support fixed routes.
18.30.16 g) User-defined 0 NO System does not support fixed routes.
18.30.17 At a minimum, the proposed system will automate manual 0 NO System does not support fixed routes. route Dlannlnq.
-- ----or-- 1 ~' -.
18.30.18 System will support the follOwing types of routes: ,,' . ' ~ ~
18.30.19 a) Regular static routes 0 NO System does not support fixed routes. 25 YES PragmaCAD This requirement needs the proposed
PragmaCAD.
Created at dispatch time. The system
18.30.20 b) Dynamic routes creates a job list for the crew. The aew can then get routing on the mobile with
support for tum by turn driving
Instructions from Map Point.
25 YES PragmaCAD As mentionned previously, PragmaCAD
supports the dispatching by rlXed zones
18.30.21 c) Variable routes within territories or zones but this way 0' dispatching Is being depriclated In the Industry as It does
not provide optimum results.
2S YES PragmaCAD At any time, a dispatcher can perform
work leveling . The dispatcher can
18.30.22 d) Dn-demand choose the leveling profile to use In order to create the desired leveling
results .
18.30.23 e ' Real-time as actIVIties arise 25 YES PraamaCAD 25 YES PragmaCAD Dispatch rules are based on dispatch
conditions. These conditions enable the
customlzatlon of the dispatch rules.
These conditions can then be grouped
18.30.24 f) User-defined Into dispatch profiles for easy selection of dispatch condition sets.
-
18.30 .25 System will allow for routes to specify as a starting or ending point the following criteria:
-25 YES PragmaCAD These locations can be defined and
18.30.26 a) Field offlce i operations center then used as start and end location for a crew.
18.30.27 b Branch ofnce 25 YES PraamaCAD See above
18.30.28 c Eml1loveB's home 25 YES PraamaCAD ISee above
18.30.29 d :ustom address 25 ~ES PraamaCAD ISee above
18.30.30 e User-defined 25 YES PraamaCAD ISee above
18.30.31 System assigns/suggests the nearest available field per;;uilnel 25 YES PragmaCAD who Is ouallfled to do the order tvDe.
18.30.32 System will captUI") and report the fuel and road tax 0 NO Not supported.
Information.
18.30.33 System will determine official state and locally-accepted 0 NO Not supported. commercial mlleaae summaries .
18.30.34 System will track all fuel purchases by supplier, partner, or 0 NO Not supported. discount
20 NO Routes are not pre'planned at dispatch
time. Doing so Is wasteful of dispatch
System will support GP5 tracking (AVLS) and reporting where server resources. Best practice dictates
18.30.35 actual routes are, as compared against planned routes In a to let the aew handle the routing on real-time mode. the mobile unit. Drive time Is what
provides the dispatch/job grouping
decisions.
18.0 Mobil. Wall< Managemelt 99
Attachmant 3 - CHant Functional Matrix
Is Functionality Name of S\flltem
Requirement Description Vendor Response Included In or Module Thill Vendor Notes Price? (Ye. Or Provides This No) Functionality
25 YES PragmaCAD AVL Is supported. Crew location can be followed in real time . However, ttle AVL
function is not responsible of
determining how late a crew Is.
18.30.36 System will support GPS tracking (AVLS) and reporting to be In PragmaCAD, you can set alarms on aware if work-In-progress Is behind or on-schedule. different events such as when a crew Is about to miss an appointment or takes
too long to execute a job. This alarm
can then be dealttl with by the
dispatcher appropriately.
System will support GPS tracking (AVLS) and reporting to be 20 NO SkyVIEW PragmaCAD does not support fencing
18.30.37 made aware if a driver goes off-route (geofendng), out of alarms In that way. This functionality area, etc. would have to be developped.
System will automatically Identify system processes, a NO
18.30.38 procedures, or repetitive steps that can be completely automated.
25 YES PragmaCAD That's what auto dispatch does, It
evaluates routes and schedules. The
requirement needs the PragmaCAD
18.30.39 System will support the automatic dispatching of Intelligent auto-dispatch module. routes and schedules.
18.30.40 System will support an Interface with real-time access to 0 No external 3rd Dartv svstems for live traffi~data ,
18.30.41 System will Integrate and use real-time traffic data for route 0 NO oDtlmlzation.
System will create balanced territories, zones and routes and 25 YES PragmaCAD PragmaCAD uses a proprietary
18.30.42 reduce ttle occurrence of overlapping work areas. advanced dispatching algorithm.
System will organize and maintain unique, utility service - '--~ 18,30.43 territories .based. on but not limited to:
18.30,44 a GeoaraDhlc boundaries 25 YES P~cAD SUDDorted,
18.30.45 b Freouencv of stoDS 0 NO Not sUDDorted,
c) Spedflc locations 25 YES PragmaCAD One can create and use location 18,30.46
objects . These objects are pre-defined
locations such as show-ups, district
offices etc,
d) Driver area specialization 25 YES PragmaCAD Primary and backup work zones can be defined for a crew, However, this Is
method of managing work Is being
18.30.47 deprldated In the industry in favor of
dynamic allocation made possible by
AVL and mobile dispatch technologies.
e) Type of work to be performed 0 NO Type of work Is used as a dispatch criterlalln dispatch conditions.
However, there Is no relationship or
18.30,48 restriction between job type and
geography, On could however create
filters that would eliminate certain job
types of certain locations.
f) Skill sets, certifications, or other educational properties 0 NO The system uses skills In dispatch 18,30,49 conditions. However It does not relate
skills to tenitorv or geography.
g) Customer type 0 NO The system can uses customer Info in
18.30,50
dispatch condlUons. However It does
not relate sk:Us tu tcrnt"Ory or
geography .
18.30.51 h C stomer call freauencv 0 NO INot supported.
18.30.52 I Event olannlna 0 NO Not SUDOorted.
18.30.53 11) User-deflned 0 NO Not sUDDorted.
System will allow for pattern management where physical 0 NO PragmaCAD does not support locations are indicated on a map. One or more patterns predefined routes.
18.30.54 comprise a route and patterns can be copied and pasted.
18.30.55 System supports the use of waypolnts for patterns and routes. 0 NO Syste!T1 does not support fixed routes lor route oattems,
System will ~1I0 .. field personnel to rearrange ttl .. svstem's 10 NO ?ragmaCAD functionality available on laptop but
18.30.56 5u9gt!sted route l as appl4cabte, and gi ven certain condition s not on PDA, (i."., traffiC congestion, prwrltles. etc.)
-- -,
•
J:,Ij,4D.Q.O APRo~.~l5ch~dunn8 ,. -
18.0 Mobil. Woo1< M.~nt 100
AlladMnenl3· Cae'" FunctiDnal Mattix
I
Ie Functionality Name of 5yatem
Requirement Description Vendor Respon.e Included In or Module That Price? (Va. or Provide. This Vandor No ...
No) Functionality
At a minimum, the proposed system will track all of the 25 YES PragmaCAD PragmaCAD supports appointments. utility's service requests through an appointment scheduling Appointments are made In conflgurable sub·system . time slots. If Integration Is necessary,
the standard PragmaCAD XML/Web
Services API Is provided. S&S or
18.40.01 Anaheim will use this API to develop
the necessary integration via an ES8
architecture. CGI will provide two week
training for two resources on how to
utilize the API.
18.40.02 System will provide for advanced schedule views and functionality Indudlng, but not limited to:
a) Day 25" YES PragmaCAD There are many way of visualizing job lists in time for a crew or a group of
crews. These views are based on saved
18.40.03 queries. On changes the view by
changing the filter queries.
IB.40.04 b DayS 25 YES PraomaCAD Same as above.
IB.40.05 c) Week 25 YES PraamaCAD Same as above.
18.40.06 d Work week 25 YES PraamaCAD ISame as above.
18.40.07 e Month 2S YES PraomaCAD Same as above.
18.40.08 Yearlv 25 YES Prsllma :AD Same as above.
18.40.09 ' Holldavs 25 YES PraamaCAD Same as above.
18.40.10 h Utl1ltv "mrt" and "end" times 25 YES PraamaCAD ISame as above.
18.40.11 I unch breaks 25 ~ES PragmaCAD Same as above.
18.40.12 Personal time-off 25 YES PraamaCAD Same as above.
18.40.13 k Breaks 25 YES PraamaCAD Same_ as above.
18.40.14 I Deadheads 25 YES PraamaCAD Same as above.
18.40 .15 m ' Paid walt·tlme 25 YES PraamaCAD Same as above.
IB.40.16 n Lavover_ 25 YES PraomaCAD Same as above.
18.40.17 o Vehide maintenance time 25 YES Pra!lmaCAD Same as above. p) User-defined 25 YES PragmaCAD Since views are query based, custom queries can be created with the query
18.40.18 builder.. This Is done without
programming through an Interractlve
q'uery configuration tool.
18.40.19 System will allow tor scheduling of jobs by the following I criteria:
a) Single technician 25 YES PragmaCAD Dispatching is based on dispatch conditions that are created and
grouped In work leveling profiles. Once
18.40.20 a profile is active, all of its conditions
are applied. Conditions are based on
job and crew data . This requirement
needs the PragmaCAD auto-dispatch
module.
b) Multiple technicians 25 NO PragmaCAD Complex jobs can be purchased as an 18.40.21 option.
18.40.22 c Crews 25 YES PraomaCAD ame as above.
d) Vehide 0 NO Vehicles are considered equipment In
18.40.23 PragmaCAD and are associated with a
rew
e) Area 25 YES PragmaCAD The system supports dispatch areas however this way of dispatching jobs Is
18.40.24 being depriclated in the Industry In
tavor of dynamic allocation.
t) Geo-fencing 0 NO PragmaCAD Does not support geo tendng outside of
18.40.25 fixed dispatch zones.
g) Labor agreements 25 NO PragmaCAD can be defined In a user defined field and a dispatch condition can be created
18.40.26 against this field . This function could be
configured by Anaheim.
h) Crew bid requests 0 NO Does not support crews bidding for a
18.40.27 job.
I) Vacations 25 YES PragmaCAD Vacations are taken In consideration In the deployment plan. The deployment
plan contains the roster of active
18 .40.28 personnel. Vacations, time off, doctor
appOintments and other exceptlons are
taken Into account by the dispatching
algorithms.
18.40.29 j) Other constraints related to training, In-otflce meetings, etc. 25 YES PragmaCAD PragmaCAD manages these within the 'deployment DlannlnQ functions.
k) User-deflned 2S YES PragmaCAD Can be defined in a user defined field and a dispatch condition can be created
18.40.30 against this field. This function could be
configured by Anaheim.
System will allow for an advanced, schedule-change 25 YES PragmaCAD There are many ways of creating
18.40.31 notification to a single user or all users of the system. notifications and alanms In the system.
18.0 M~I. WDI1< Man~ant 101
_ent 3 - cnent Func1icnaJ Matrtx
Is Functionalit y NamaofSydem
Requirement Description Vendor Response Included In or Module That Vendor Notes Price? (Ves or Prov ides This No) Functionality
System will allow for unlimited, customized, schedule board, 25 YES PragmaCAD Agendas are generated from the
18.40.32 view layouts per user. deployment plan and can be viewed in hst or calendar views.
Systpm will dllow for the sending at SMS mes sages Ni' h 25 YES , Howev e .. th" system allows fOt" email sLhe dule detail s to techniCians m the Held .
I I
text mes sage 5 to be sent to Indi vidual s
18 40.3 3 or Q. roups of tndlllldua1s Trtgger can
I send em ail, wh.ch .s a SMS.
25 YES PragmaCAD System provides a color coded gant
18.40.34 System will provide for a CXllor-coded schedule status . style view for job schedule based on user defined queries.
System will allow for detailed notes for customer, as well as 25 YES PragmaCAD Notes are supported, however the text
18.40.35 Internal note tracking. The note field should support unlimited size Is limited. text .
18.40.36 System will automatically convert completed schedules to 25 ND pragmaCAD This can be done through 3rd party billable labor as aDDroDriate. reDortlno or custom function System will support the movement of inCXJmplete schedule 25 YES PragmaCAD
18.40.37 slots/work to a different day, time, etc., to either the same field worker or to the 'unassigned' queue for rescheduling.
System will allow for sending a preferred technician to a -~ ..,- .~
18.40.38 customer's site based on the followlna criteria :
"" ~ 18.40.39 a Certification education ob skills 25 YES Pra!lmaCAD Based on skill defined b) Physical condition of the field worker 25 YES PragmaCAD Could be Implemented as a skill
18.40.40 definition (can or can not do this or
that)
18.40.41 c Phvsical location 25 YES PraomaCAD Based on oroxlmltv and drive time d) Time of day 25 YES PragmaCAD Crews are scheduled only for the time they are on the job. Their scheduled Is
18.40.42 managed by the deployment plan sub
system.
e) Availability 25 YES PragmaCAD RequirE'S the PragmaCAD availability module .
Crew availability Is considered when
18.40.43 dispatching.
f) Type of servtce onler 25 YES PragmaCAD Dispatch conditions can be made to consider job types SO certain jobs are
18.40.44 only dispatched in certain conditions
such as crews, skllis etc. The
pragmaCAD auto-d ispatch needs to be
acquired.
g) Type of problem 25 YES PragmaCAD Requires that Anaheim configures
18.40.45 dispatch conditions to take this Intv
considerati on.
h) Safety driven 25 YES PragmaCAD Requires that Anaheim configures
10.40.46 dispatch conditions to take thi~ Into
consideration.
I) User-defined 25 YES PragmaCAD Dispatch conditions are custom definable to take In consideration and
18.40.47 enforce compliance to company
dispatch policy.
18.40.48 System will support a 'best nt" feature, where scheduling is based upon the following, but not limited to:
a) Personnel who is the closest 25 YES PragmaCAD Dispatch algonmm uses dispatch conditions to evaluate job assignments.
Conditions are grouped as profiles. The
active profile determines which
18.40.49 condfllOns are applied and in which
order. All these are conflgurable . These
are typically tweeked in time to find the
best ballance of efficiency and
workability .
18.40.50 b Personnel who has the~roJ!.er e!Luipment 25 YES Pra~maCAD Same as above.
18.40.51 c Personnel who has the DrODer skill set 25 YES PraamaCAD Same as above. d) Territory assignments 25 YES PragmaCAD The dispatch by area boudary Is
18.40.52 supported but Is depreciated In the
Industry. Dynamic dispatch is much
more efficient.
e) User-defined 25 YES PragmaCAD Dispatch algorithm uses dispatch conditions to evaluate job aSSignments.
Conditions are grouped as profiles. The
active profile detennlnes which
18.40.53 CXlndltions are applied and In which
order. All these are configurable. These
are typically tweeked In time to find the
best ballance of efftciency and
workability.
18.40.54 System will record and real-time update estimated arrival 25 YES PragmaCAD times when anv chanae to the schedule or route is made
18.0 Mobile Work Management 102
Attachment 3 • Client Funcllanal Matrix
I. FUnctionality Nama of System
Requirement Description Vendor Response Included In or Module That vendor Note. Prlca? (Va. or Provide. Thl.
No) Functionality
System will allow supervisors to enter the maximum number 25 YES PragmaCAD Supervisors can set a limit on 't~ of allowable orders per time period by work area. percentage of available time of a crew is to be used for work aSSignment. In a
18.40.55 dispatch by area scenario the crew's
area work limit would be determined by
the crew's work assignment limit.
18.40.56 System allows user-deflned time slots by order type and work 25 YES PragmaCAD Requires The PragmaCAD availability team. modul".
18.40.57 System will allow dispatcher to complete an order with a code 25 YES PragmaCAD Oispatdlers can transfer work to that transfers order to another crew. different crews at anv time System will allow fi"ld personnel to complete an emergency 25 YES PragmaCAD Jobs can be transferred to another crew
18.40.58 order with a code that transfers order to another crew. at any time.
System will provide for viewing schedule summary and
18.40.59 detailed information by the following criteria, induding but not I IlImlt"d to,
a) Order type 25 YES PragmaCAD As mentlonned prevlously;PragmaCAD bases Its job list Views on user defined
queries and as such can filter out or In
18.40.60 /Iny job based on job Information.
Users can switch queries ackording to
the job lists they want to see and act
upon.
18.40.61 b Servlce llrea 25 YES Prll..!LmaCAD Same 11.5 above.
18.40.62 c Work unit/team 25 YES PrallmaCAD Same as above.
18.40.63 d ODerational area 25 YES Prallma ::AO Same as above.
18.40.64. e Job Dr orolect status 25 YES Pr<lJlmaCAD Same as above. 1B.40.65 If} Phvsicallocatlon 25 YES PrllllmaCAD lime liS above. g) User-defined 25 YES PrllgmllCAD Users can define their own list crtterlas through view the definition of View
18.40.66 queries. Those queries are built In the
configuration tools lind require no
programm ing.
System will provide internal <lnalytlcs that demonstrate the ~...-,.-
1B.40 .67 followlnll. but not limited to:
18.40.68 a Increased Individual crew satisfaction 0 NO
18.40.69 b Reduce overtime. costs 0 NO
18.40.70 c 1m Drove schedule compliance 0 NO
18.40.71 d Improve Davroll accuracy NO
18.40 .72 e ImDrove time and attendance 0 NO
18.40.73 ser-deHned 0 NO
System will track personal hours as required. 25 YES PragmllCAD Timesheet can be generated on the server based on activities done In
18.40.74 PFLEET. However, PFLEET does not
support editing a timesheet.
System will provide for Inventory control for service requests 20 NO PragmaCAD Inventory an m<lterilll management will
18.40.75 and related equipment. be supported In next major version (6.0)
18.40.76 System will support service request delays and allow for 25 YES PragmaCAD JOB due date can be pushed In the rebookina of reauests. future
System will support an environment where service orders can 25 NO PragmaCAD Requires laptop. Service requests can be entered wlrelessly or from a handheld device. also be created through the web
18.40.77 service API. As such, any external
system can access this API given the
I appropriate rights and create orders •
•
System will have full Integration with the proposed dispatching 25 YES PragmaCAD Requires the PragmaCAD availability module. module.
18.40.78 Crew availability is considered when
dispatching.
System will al!ow for problem and repair analysiS, guidelines, 2S YES can be Implemented with standard
18.40.79 etc. operating procedures.
18.40.80 System will allow for full reporting capabilities for labor includino:
a) Type of work All data available through Oracle. As
18.40.81 25 NO PragmaCAD such, reporting can be developped with II.DY third paJt\lJ:ools.
18.40.82 b problem code 25 NO PraomaCAD <lme as above.
18.40 .83 c Accllunt 25 NO PraamaCAD arne as above.
18.40.84 d Job site 25 NO Pra.ll.maCAD Same as above.
18.40.85 e Prloritv 25 NO PraamaCAD Same as above.
18.40.86 Hours 25 NO Praoma AD Same as above.
18.40.87 User-denned 25 NO l'raamaCAD Same as ab9ve. ---18.40.88 System will allow for full reporting capabilities for materials a) Type of work IAII data available through Orllcie. As such, reporting can be developped with
18.40.89 2S NO Pr<lgmaCAD any third party tools. Materials can be ~dded with user denned fields and
Integrated Into reports through the
same reporting tools.
18.40.90 b Problem tode 25 NO PraJlmaCAO I Same as above.
18.40.91 c Account 25 NO PrallmaCAD Same as above.
18.40.92 d Materials sed 2S NO PraomaCA Same as above.
18.40.93 e Costs 2S NO PraamaCAD Same as above
18.40.94 Hours 25 NO PrallmaCAD ISame as above.
18.40 .95 User-deflned 25 NO PraomaCAD ISilme~ above.
18.0 Mobile Work Management 103
AltaChment 3 - Client Functlooal Malrix
II Functionality Name of System
Requirement Deac:riptlon Vendor Relponse Included In or Module That Vendor Note. Price? (V .. or Provides Thle No) Functionality
System will support different pricing schemes for different 20 NO PragmaCAD Next major version has material
18.40.96 types of work, or spedfy a spedflc, pricing structure at the Icustomer level
inventory and invoicing planned.
18.40.97 System will support multiple problem codes per each work 25 YES PragmaCAD Via the use of UDF order.
18.40.98 System will allow for advanced 'Problem Check Ust' feature. 25 YES PragmaCAD Via the use of UDF System will allow for the creation of unlimited 'sub statuses' Statuses can be created and their for each service order. sequence can also be defined.
18.40.99 2S YES PragmaCAD However, there IS no notion of sub- status, only status .
System will "re-balance" work, based on Internal and extemal Dispatcher can trigger work leveling at factors that effect the estimated arrival time (I.e., real-time, any time. Also, the dispatcher can continuous, optimal work assignments.). choose a work leveling profile 18_40 .100 2S YES PragmaCAD appropriate for the situation. Leveling profiles define which dispatch
conditions will be evaluated when the
auto dispatch algorithms are run.
18.40.101 System will allow customers to call or log In to create, 0 NO Can be Implemented through web schedule or confirm aaaointments ar tasks. lservlce API
18.40 .102 System will automatically notify customers of estimated arrival 0 NO Can be Implemented through web times or schedule chllnoes. service AP!. . - '=-eF
The proposed scheduling subsystem will utilize the following - ~
18.40.103 inteorated solutions. Includlno but not limited to:
:
a) Phone IlVR Integration 25 NO XMLAPI Many IVR systems have been Interfaced to PragmaCAD. The Interface
18.40 .104 is Implemented with the web service
API (XML API).
b) Email 0 NO Can be Implemented through web 18.40.105 service API.
18.40.106 c) Fax 0 NO can be Implemented through web
... rvlcem
18.40.107 d) SMS 0 NO Can be Implemented through web
service API.
18.40.108 e) Website 0 NO Con be Implemented through web service API.
18.40 .109 f) Social media 0 NO can be Implemented through web service API •.
18.40.110 g) User-defined 0 NO. can be Implemented through web service API.
System will display the status and availability of the utility's 25 YES In gantt chart format. However, large
18.40.111 entire field workforce at a glance. crew sets will be difficult to manage.
System provides for trapping 'double-booked ' appointments 25 YES System does not permit double
18.40.112 with a manual or automated override. booking. ~yste,;, .:"111 allow .f~eld '."'r;;O.nnel to view, create, and modify S NO Pra9ma C~[I
18.40.113 t .• t?Ii· oa,;v of" w~~lKiv JicneOUle,
--
16.40.114 System will prevent field personnel from viewing, creating, and 0 NO ~"(ic;im", C /,O modifvino their dailv or weeki v schedule.
18.40.115 System will allow for adjusting schedules by dragging, 25 YES PragmaCAD ....· .. , ... _-···'·1 droDI!iI1!l. cuttino. cODvino and Dastlne functionalitv. Ilstvle_.
System will export data In Google's General Transit Feed Specification format for publishing data. The file will be in CSV
18.40.116 format. The data may be used for customer self-service, sodal media notlftcatlons, other utility systems, etc. The following ftelds are required:
18.40.117 a Utilitv name 0 NO
18.40.118 b Stops 0 NO
18.40.119 c Routes 0 NO
18.40.120 d TriDs (two or more stoDs 0 NO
18.40.121 e' Cllendar 0 NO
18.40.122 fl Freeuencv time between trips 0 NO
g) Shapes (Rules for drawing lines un Ii map to represent the 0 NO 18.40 .123 utilities routes)
18.40.124 h User-deftned 0 NO
System will allow for viewing of entire list of orders per field Since job lists are based on queries Dne worker. can define a query to tllter out all but
18.40.125 25 YES PragmaCAD one crew. One could save many queries, one for each crew and switch
through crews easily.
System will allow for viewing of entire list of orders for all field Since job lists are based on queries one workers. can define 8 query to all work. One
could also save many queries, one for
18.40 .126 25 YES PragmaCAD each group, district or other set and switch through them easily as they are
select through a dropdown list.
18.40 .127
System will allow neld personnel reassign work to another field 0 NO person.
System ,,';m allow fte:d personnel to complete a task or
18.40.128
assignment on the service order and refer the service order 25 YES PragmaCAD back to the dispatcher to be assigned to a different crew (I.e., multi-step service order).
System will support service orders and scheduling that are Jobs can be suspended and reactivated
18.40 .129 Incomplete due to waiting for parts or a multi-day job, etc. 25 YES PMlgmaCAD at a later date when material arrives.
18.0 Mobile Work Management 104
Attachment 3· Client Funollonal Matrix
III Functionality Name of Sy,tem
Requirement Description Vendor Response Included In or- Module That Vendor Note. Price? (Ves or Provide, Thl, No) Functionality
System will transmit service order status enroute to next 25 YES PragmaCAD
Job status is definable and sequences
18.40.130 appointment. are also definable.
18.40.131
System will transmit an on-site Indicator when the service 25 YES PragmaCAD Job status is definable and sequences person arrives at a premise or location. are also definable.
System will record the length of call (based on call type) and 20 NO PragmaCAD Job time is defined In the job type and
18.40.132
suggest or use this average In future, similar situations. can be changed manually after a job Is created . The time Is set at job type
dehnltion.
System will, upon completion of the service order, Next In the list. However, the crew Is
18.40.133 automatically move on to the next service order. 25 YES PragmaCAD free to select another lob as the current 110b.
-:£B.IIUI8 IfliIIItAlltolTllltlllnl lIel1Ou[CjI AUj)<;Ii!lon The proposed solution Indudes In-field, worker resource Dispatcher can add a crew, chaDge a
18.50,01 allocation capabilIties. 2S YES PragmaCAD crew member and make other personnel adjustment In real time .
System will have the capability to collect and analyze labor,
18.50.02 resource, and order data according to the following criteria:
18.50,03 a) Employee 25 NO PragmaCAO ~- fR;;q~d data Is collected but not analYsed.
18,50.04 b) Task 25 NO PragmaCAD Required data Is collected but not analvsed.
18.50.05 c) Department 25 NO PragmaCAD Required data Is collected but not lanalv""d.
18.50.06 d) Customer 25 NO PragmaCAD Required data Is collected but not analvsed.
18.50,07 e) Project 25 NO PragmaCAD Required data Is collected but not lanalvsed.
18.50 .08 f) Part number or as""t 25 NO PragmaCAD Required data Is conected but not liIIIiIlysed.
18.50.09 g) User-defined 25 NO PragmaCAD Required data Is collected but not analYSed.
At a minimum, the proposed system tracks the following utility
18.50,10 Key Perfonnance Indicators, induding but not limited to:
-a) Availability - the percentage of time employees spend 0 NO 18.50.11 maklna effective contributions throuah MWM,
18.50.12 b) Perfonnance - the overall job perfonnance of each of the 0 NO utility's in-field workers
c) Quality - the percentage of perfect, in-field aCCOUntability 0 NO
18.50,13 (I.e" following routes, on-time, cancellations, etc.),
18.50.14 d Other Please define in comments column . a NO
18.50,15 System will measure workforce efficiency against real-time 0 NO productivity standards as defined bv the utllltv,
18.50,16 System will document and prevent unnecessary work by 0 NO viewlno real-time data on ectivlty.
System will respond to Increasing demand without sacrlfldng 25 YES PragmaCAD System has scaled to much larger customer satisfaction. organizations than A(laheim, Scalability
18.50.17 of system is proven In use by large
customers.
System will minimize compliance risk due to scheduling- Dispatch conditions are custom
18.50.18 related rules and polides that are cOnfigurable with automated 25 YES PragmaCAD definable to take in conslderetlo"n and enforcement. enforce compliance to company
dispatch policy.
System will provide for a business and labor forecasting 25 NO Forecast Worksheet Forecasting enables you to estimate the engine, to leverage historical trends when creating labor resource schedules. scheduling (available and scheduled
18.50.19 time) for a given
month based on historical data from a
selected date
range,
rvstem will allow for retrieving and updating data and 25 NO PragmaCAD Can be configured as UDF field fonns.
18.50.20 documents In the field-including contracts, service orders, records end other customer data.
118.60.00 . AUlD_til: Yehrcll. I.OaItIOn 8V*t1lm
Tt ... propMed solUllon InciUdes·AVLS capabilities , 0 NO Functlonallw available on laptop but 18.6001 ot on PDA.
18.60,02 ~il~I\fi:IIOol1l 8 ... server (I".n80.11
~- .
.~~I
18.60.03 The base communication server provides for the followlno:
System provides for the gateway between the MWM 25 YES PragmaCAD
18.60.04 application and the vehicle receivers In a real·tlme mode. lS.60.05 System provides for the gateway to other applications within the utilItY. Drimarllv:
2S YES PregmaCAD XML APi/Web Services ar:e used to
Interface external systems such as
ClS.The standard PragmaCAO
XML/Web ServiCes API Is provided. S&S
18.60,06 a) Proposed CIS or Anaheim will use this API to develop the necessary Integration via an ESB
architecture. CGI will provide two week
training for two resources on how to
Utilize the API
18.60.07 b) Proposed MWM solution NA YES PregmaCAD PragmaCAD Is the proposed MWM olUtion.
18.0 Mobile Work Management 105
AUacIlment 3 • Crrani Functional Matrix
Is Functionality Name of System
Requirement Description Vendor Response Included In or Module That Vendor Notes Price? (Yes or Provldea Thl.
No) Functionality
- 25 NO PragmaCAD XML API/Web Services are used to
Interface external systems . The XML
API Is Included In the price but the
creation of the Interface code Is not
18.60.08 c) Outage Management Note that if CGI's PragmaUNE OMS system Is used, the integration
mechanism Is delivered with It. Third
party OMS systems access job
functionality through the web apl.
25 NO PragmaCAD XML API/Web Services are used to
Interface external systems. The XML
18.60.09 d) GIS API Is Included In the price but the
creation of the Interface code is. not.
Third party systems access job
functionality through the web apl.
25 NO PragmaCAD XML API/Web Servtces are used to
Interface external systems. The XML
API is Included In tile price but the
creation of the Interface code is not.
18.60.10 e) CMMS Note that If CGI's PragmaUNE OMS
system Is used, the Integration
mechanism Is delivered with It. Third
party OMS systems access job
:.hN +h
2S NO PragmaCAD XML API/Web Services ~re used to
Interface external systems. The XML
API is Included In the price but the
creation of the Interface code is not
18.60.11 f) Other (Please define In comments section) Note that If CGY's PragmaUNE OMS system Is used, the Integration
mechanism Is delivered with It. Third
party OMS systems access job
function~through the web alli.
2S YES PragmaCAD PragmaCAD uses a messaging system
18.60.12 System will allow for polling of Individual, group, sub-groups, that does not require polling . Messages and districts. are sent and received in real time.
System will provide for receiving, correcting, and error-free 2S YES PragmaCAD Our protocols Insure data Integrity and
18.60.13 security. lhose protocols are data. IlmDlemented on tDD of TCi'lIP. 25 YES PragmaCAD Archiving strategies are addapted to .
18.60.14 System will proylde for 120-day storage and the archiving of the customer's reqUirements . Ufecycle data. of data Is virtually unlimited as It is all
stored In Oracle.
System will provide f~r (,rmware 0' In· vehicle update s, 5 NO PragmaCAD Functionality available on Laptop but 16.60 .15 oatches enhancem<mts. etc . as necessarY. n~ Q!l.PQA.
Base unit contains a built-in or external communication 25 NO PragmaCAD Hardware Is not included. See proposal
18.60.16 controller / transceiver that provides maximum bandwidth for hardware recommendations . utilization and high-quality data Integrity.
25 YES PragmaCAD PragmaCAD and our PragmaROAD
communication subsystem have been
successfullY deployed In largethlgh
18.60.17 The base communication server and communication controller volume utilities. Note that coverage are scalable and cover all of the utility's service territory. depends on services purchased bV , Anaheim. Communication services are
not Included in this proposai.
25 YES PragmaCAD Our XML API Is being used to connect
to both point to point and enterprise
busses. We are a nBCO partner.The
Proposed solution has the ability to provide XML-based
standard PragmaCAD XML/Web
Services API :s provided. S&S or
18.60.18 ~pplication progl1lmmlng interface (or other) Into the proposed Anaheim wUl use this API to develop MWM application . the necessary Integration via an ESB
architecture. CGI will provide two week
training for two resources on how to
utilize the API..
25 YES PragmaCAD Our XML API Is being used to connect
Proposed solution has the ability to provide exposed web to both point to point and enterprise
18.60 .19 serviCes layer. busses. We are a nBCO partner.
System provides the viewing of geo-spatlal Information and 25 NO SkyVIEW Geographic data can be Imported In the geo-spatlal data from II number of sources, including proposed SkyVIEW application. Data must be
18.60.20 CIS database, GIS mapping systems, and other external geo- converted to CGI format prior to spatial web sites accessible through web services, etc. view/distribution.
18.60.21 System provides for the warehousing of Information to be usedl 25 YES PragmaCAD Data Is stored In Oracle and is bv anv.allmlcatlon In a standard and usable format, ....,',...;- - - - . accessible bv anv third Ili' rtv tools .
18.70'0!l AVIS ~mnlll~.cation • !.~rI!.~_
18.70.01 System uses the following topologies for two-way communication, Included but net limited to:
18.0 MoIlOe Work Management 106
AIIamment 3 - Client Functional Matrlx
Is Functionality Name of System
Requirement Description Vendor Response Inducted In or Module That Vendor Notes Price? (Yes or Provide. Thl.
No) Functlonellty
25 YES PragmaCAD System Is Isolated from actual
posltlonning system by software driver
layer. Typically in today's technical
environment, most positlonnlng system
provide either TAIP or NMEA protocol
18.70.02 a) Global Positioning Satellites over serial or UDP. These systems are supported by our GPS reader service
and Is fully configurable. This function
Is only available with Mobllte (the
laptap mobile application)
2S YES PragmaCAD System Is Isolated from actual
posltlonnlng system by software driver
layer. Typically In today's technical
18.70.03 b) Global Positioning Satellites with Differential Global environment, most posltlonning system Positioning System (DGPS) provide eltherTAIP or NMEA protoml over serial or UDP. These systems are
supported by our GPS reader service
and is fully configurable.
18.70.04 c SlonDOSts 0 NO
25 YES PragmaCAD As lang as the radio has a TCP/IP
18.70.05 d) Ground-based radio driver . This functionality Is avallabte with the laptop based mobile
application only.
0 NO If a gyroscope Is to be used, It must
18.70.06 e) Dead-Reckoning provide a TAIP or NMEA protocol over UDP or serial port.
25 YES PragmaCAD Software uses TCP/lP to connect. As
18.70.07 f) Wireless Data Network or Cellular or COMA long as an Internet connection of acceptable speed Is available on the
laptop, all Is well.
We do not recommend satellite for
) Internet connections. Their inherent
communication delays make
Interractlve applications difficult to use.
. They could be used for database
18.70.08 g) Geostationary satellites replication however. Again, the system relies on a good TCPjIP connection so
technology used to deliver this
connection Is Irrelevant as long as the
quality of service Is adequate.
At 2kb/s and 9.6kb/s satellite phones
are poor choices for mobile data
access. Again, they should work as
18.70.09 h) Uttle lower-Earth-Qrbit (lEO) satellites they provide TCP/IP service. Our protocols are very tolerant of erratic
connections so even with this poor
chOice of connection data Integrity Is
assured.
NO If you own a 900Mhz radio system we
18.70.10 I) Location and Monitoring Service (lMS) systems will need to look at your requirements.
NO To be further discussed. Note: LORAN-
18.70.11 j) LORAN
C was shut down In 2010 In the United
States and canada.
25 YES PragmaCAO Our software assumes the existance of
an Intemel:/ethemet connection. Our
protocols run on top ofTCP/IP. In
today's technological enVironment, It Is
best for software pereniality to abstract
18.70.12 k) Other (Please define In comments) technologies that have become a comodlty. As such, technologies such
as Internet and gps have become so
common that one Is better to abstract
them.
25 YES PragmaCAD Dependent on modem and drivers
18.70.13 System will have the ability to communicate under any Genera used. Application is connected It Packet Radio Service (GPRS) network. TCP/IP level.
25 YES PragmaCAO The proposed mobile solution (Moblite
for Laptop) with Skyview/Mappolnt
18.70.14 System provides the ability for in-vehlde navigation. provides this functionality. PragmaFleet (for POA) does not.
NA System Is Isolated from actual
positionnlng system by software driver
layer. Typically in today's technical
System uses multllateratfon through measuring the time environment, most posItionnlng system
18.70.15 difference of arrival (TOOA) of a signal from the receiver, up to provide either TAIP or NMEA protocol 16 concurrent satellites. over serial or UOP. These systems are supported by our GPS reader service
and Is fully configurable.
18.0 Mobile Work Management 107
Allactrnent 3 - Cnelll Functional Matrix
II Functlonalltv Name of Sv.em
Requirement Description Vendor Re.pon.e Included In or Module Thet Vendor Note. Price" (Ve. or Provide. This No) Functionality
25 NO PragmaCAD CGI assumes that customer will ensure
System provides the ability to provide 100% coverage 01 ali of that sufficient coverage for use with 18_70.16 PragmaCAD. This is not in scope of our the utility's service area. proposal.
18.70.17 System provides for geo-stamping for recording location- 0 NO PragmaCAD Geo stamping Is not supported. ba""d events at amUIJven time and Dlace.
Ability to provide "Last Known Position" on any unit suffering 25 YES PragmaCAD
18.70.18 loss of GPS signal (lor example; vehide stopped, vehicle shut off, loss of network Signal, loss of GPS data, etc.).
Ability to Immediately refresh location, Information, etc., In the 25 YES PragmaCAD
18.70.19 event of a 'Last Known Position", once signal/coverage has been restored. No restart or rebooting of equipment Is
required and no data Is lost (data logging Is used).
Ability to track and view the status of monitored on-board 0 NO Not supported.
18.70.20 vehicle equipment connected to a data coliector on the vehicle.
This could Include passenger counters, alarm t"lggerlng deVices, etc. .--.. " ---~" !--- --.. .- r--- .. ----- -,-System supports a refresh frequency (normal round trip for an 18.70.21 IP DlIcket) of:
18.70.22 a <1 second (re.ol-time NA PraomaCAD DeD@ndent on service used.
18.70.23 b 5 seconds NA PraamaCAD Dependent on serv ce used. 18_70.24 c 10 seconds NA PraamaCAD DeDendent on service used.
18.70.25 d 1.mln~ NA PraamaCAD D~endent on service used.
18.70.26 e 5 minutes NA PraamaCAD DeDendent on service used.
18.70.27 10 minutes NA PraomaCAD DeDendent on service used.
18.70.28 DaUy NA Pr!!QmaCAD D~"dent on service used.
NA PragmaCAD Since mobiles can work offline, one can
18.70.29 h) Adjustable periods (end-user selectable) based on needs, plan connections at beginning and end specifIC area, district, vehicle, etc. of day If online use Is not possible.
18.70.30 Ability to deflne the refresh freauencv when: ... . "" --=C- -~ NA PragmaCAD Dependent on service used and
18.70.31 a) The vehlde Is In motion hardware Implementation, We support any such conflguratlon.
NA PragmaCAD Dependent on service used and
18.70.32 b) The vehicle Ignition Is turned on hardware Implementation. We support any such configuration.
NA PragmaCAD Dependent on service used and
18.70.33 c) Vehicle speed hardware Implementation . We support any such configuration.
NA PragmaCAD Dependent on service used and
18.70.34 d) Alerts hardware Implementation. We support
any such configuration.
NA PragmaCAD Dependent on service used and
18.70.35 e) Status hardware implementation. We support
any such configuration.
NA PragmaCAD Dependent on service used and
18.70.36 f) Other (please deflne). hardware Implementation . We support any such configuration.
NA PragmaCAD Receiver Is part of hardware unless
Receiver is always connected to power and does not need to external modems are used. They are
18.70.37 dependent on hardware Implentatlon. be activated or cannot be deactivated by the mobile worker. Software supports multiple hardware configurations.
18.70.38 The standard communication 1!!lm!~IS T ::JI/IP. 25 YES PraamaCAD VIM TCl'/1I' ~II the ll!aV .... --=-~
:l8.e~80 AVLS rn-Yehld li Deillcii SilUOlt
18.80.01 Provide the abilItY to vew ma!!s in the 'ol\Q.w1n!lmanner:
25 YES SkyVIEW This functionality is available with the proposed Moblite (Laptop based mobile
18.80.02 a) Ability to view a single map. application). PragmaAeet (for POA) does not currently provide a mapping
Ivlew.
18.80.03 b Abilitv to view maDS side-by-side. 0 No
25 YES SkyVIEW This functionality is available with the proposed Mobllte/Skyview (Laptop
18.80.04 c) Ability to view maps In two dimensions. based mobile application) . PragmaFleet (for PDA) does not currently provide a
mapping view.
18.80.05 d AbilItY to view maDS In three dimensions. 0 NO SkvVIEW e) Ability to view maps with overlay abilities. 25 YES SkyVIEW SkyVIEW enables the display of overlay 18.80.06 layers. 25 YES SkyVIEW Standard functionality provided by
18.80.07 f) Landmark Icons. Skyview/Map Point.
0 NO SkyVIEW Note that when Integrated with CGI
oms, PragmaCAD will enable single
18.80. 08 System provides the ability to link to other modules such ;os viewer use for both outage and MWM. underground locate, outage, and trouble-call visualization. This Is scheduled to be integrated in the next major release. .
Ability to Interface to the GIS system for the two-way 0 NO SkyVIEW Such an exchange Is not currently
18.80.09 exchange of Information and data. supported.
18.0 MobIle WOI1< Management 108
AUachmenl 3 • Client Fln:tIonal Matrix
15 Functionality Nama of SYRBIn
Requ irement Description Vendor Re.pon .. Included In or Module That Vendor Note. Price? (Yes or Provides 1111.
No) Functionality
0 NO SkyVIEW Standard functionality provided by
Ability to store and distribute custom mapping overlays for use Microsoft Map Point. SkyVIEW enables
18.80.10 with satellite, aerial photographs, site or subdivision plans, or the display of overtay layers. However custom maps. no imagery service available on the
platform.
25 YES SkyVIEW SkyVIEW enables the display of overlay
layers but require that they be
18.80.11 Ability to Import landmarks from an OOBC'compliant ROBMS. converted to our format from OXF. The Importation effort Is not currently
Included In the proposal.
I B.SO 12 SV'i\<:-m provide, th~ ~ bilit V to send option ~ 1 or canne<! S NO PragmaCAO Functionality aV .il~bl e on Laptop but- ·rn~.;'S aaes nnt on POA.
System provides driving directions (tum·by·tum) and 25 YES SkyVIEW Standard functionality provided by
18.80.13 mapping. Skyvlew and It embedded MapPolnt
component.
0 NO Such a functionality could be possible.
System provlcles the ability to aeate geo·fenclng, using It could be developped as a Google
18.80.14 Google Virtual Earth (or the like), that demonstrates which earth application. One would have to vehicles have entered, exited, and duration within the get truck positions through XML API Geofence. and use the LAT/LONG Info in google
earth.
r' - A'tLSV~~I~1I &.~n~~'~IO:~ ~';::~~!,: •• Jnll iii;- ~-
18 .90. 00
-- -
18.90.01 System supports Vehicle Component Monitoring, including but not limited to:
18.90.02 a Genera vehicle conditions 0 NO
18.90.03 b Enaine temDerature 0 N
18.90.04 cOl "res<ure 0 NO
18.90.05 d Tire oressure 0 NO
18.90.06 elEnalne data 0 NO
18.90.07 Drlvertiata 0 NO
18.90.08 I Plow 0 NO
18.90.09 h B oom 0 NO
18.90.10 I Doors 0 NO
18.90.11 U1t 0 NO
18.90.12 I k\ AbliiiVto dlstlnoulsh between drivers of a vehicle 0 NO
18.90.13 Ability .to support passive tracking of vehicles and dally 0 NO activities.
18.90.14 Abilltv to determine idle time and driver availabllitv. 0 NO
18.90.15 Ability to track real-time driver Information, indudlng but not limited to:
18.90.16 a) Driving time 25 YES I PragmaCAD Driving time from status time stamps.
IB.90.17 bl Stoes 0 NO
18.90.18 c Ahsent .. from vehi'"''' 0 NO
18.90.19 d Off route drlvlna 0 NO
18.90.20 e Sneed 0 Ne
18.90.21 I fl Miles "er oallon 0 NO
18.90.22 la\ If.,al-tlme mileace 0 NO
18.90.23 h) Idle time, availability, and next stop 25 YES PragmaCAD Deduced from crew activity time stam"s .
Ability to track drive-time from work time (assuming different 25 YES PragmaCAD Time on site and wrench time are kept
18.90.24 hourly rates). I~~!~b and archived for later
tl"n .
0 NO
System provides the ability to track real-time vehicle problems IB.90.25 and a weighted problem evaluation matrIX (e.g., low Issue - low battery; high Issue = low oil light warning, etc.). -System provides the ability to identify vehlde Issues and
18.90.26 automatically route the trouble ticket to fleet maintenance, through:
lB .90.27 i~:~tomatlc and real-time Interface to fleet management or 0 NO ,
18.90.28 b Email or Outlook calendar event 0 NO
18.90.29 c) Other Please defin .. In comments 0 NO
18.90.30 System provides the ability to determine vehlde problems 0 NO OBD2 or CAN connection Is not through an engine diagnostic Dort. currently supported .
18.90.31 System to provide the ability to track driver Begin/End of Day reoortina. Indudlno:
IB.90.32 a Vehicle benln and end locations 25 YES PraamaCAD
18.90.33 b Number of trtos 25 YES PraomaCAO IFmm Hme stamos.
18.90.34 c Drive time 25 YES PraamaCAD Oed ced from time J;tamDs.
18.9035 d' Distil ...... 15 NO PraomaCAP
18.90.36 e Vehldehlston, 0 NO Praama:A[
18.90.37 Pend In" mainh>nance 0 NO PraomaCAD
18.90.38 Duration of work dav 25 YES PraamaCAO rOm SIan in to slon off.
Supports the Interface and usage of covert microphones that 0 NO
18.90.39 can be remotely activated or Initiated once the silent alarm hal Ihppn ~ctluAt"".
25 YES PragmaCAD This function Is part of !;he deployment Ability to track personal events separately from work-related I
functionality. PragmaCAD calls these
18.90.40 events (e.g., doctors appointment, personal time off, etc.). Schedule Exceptions and manages them completely.
~
18.90.41 System provides the ability to track "unauthor1ozed" vehlde ._,-
usaoe includina:
18.90.42 a Comnanv established drlvlna Der ods. -'0 NO 1 109
Attachment 3 -Client Functional Matrix
U Functionality Name of System
Requirement Description Vendor Response Included In or Module That Vendor Notes Price? (Ves or Provides This No) Functionality
18.90A3 b Pre-determined ~!lfillur"ble perfods 0 NO
18.90 .44 c Geo-fenclna Q NO
18.90A5 d Real-time DOD-UO alerts to Disoatch:
18.90A6 . Stopped for an extended period of time 0 NO
18.90.47 II. Unauthori:zed usaae 0 NO
18.90 .48 III. Behind schedul., (based on pre-defined thresholds) 25 YES PragmaCAD Can be Implemented with triggers and alarms .
18.90.49 Iv. Based on prfority and thresholds as defined by the utility
18.90.50 e Theft monltorlna and real-time trackinn 0 NO 25 YES PragmaCAD System can provide educated dlsP8tch
System provides the ability to determine "dosest vehicle' to a suggestions based not only on location
18.90.51 but also taking in consideration many customer locatlon or landmark. dispatch conditions.
System provides the ability to Investigate odd-hour activities 0 NO
18.90.52 that reveal personal usage or side-job usage of company vehld es.
System provides the ability to report and track activity outside 0 NO 18.90.53 a given area, territ0lYr_ city, county, or state.
18.90.54 System provides the ability ta produce custom, driver logs 0 NO using GPS and landmark data.
System provides the ability for real-time traffic and other 0 NO However, the messaging system/email
18.90.55 can be used to alert mobiles to a traflc drfvlng disruption alerts. problem.
Ability to track vehicles that were within a certain distance of a 0 NO
18.90.56 spedflc address, during a specific period, going back at least 120 days.
IB.90.S7 Ability to send a text mess~ge from Dispatch directly to the __ L
5 NO PragmaCIlD functionality avallabl .. on laptop ' " the vehicle or to t he drtver's cell phone. v@h'd ... onlv but not on PDII. ~ ' 1I!. ~O . iV!.~ 'RtDo I\tIOQ
While the MWM application will be primarily responsible for
18.100 .01 reporting, vendors should Indicate if the data captured In the In-vehicle modems can support the following types of reports .
18.100 .02 System provide driver I driving efficiency reports, Including:
lS.100 .03 a Driver effidencv reoort a NO
lS.100 .04 b Comparison of actlvjJ;y_for a d~y against optimal routlno 0 NO c) Ranking of drivers by their percentage over most efficient 0 NO 18.100 .05 route
18.100.06 d) Comparison of actual mileage against most efficient route 0 NO lS.100 .07 e DrIVer Idle time # shortest lon!lest average etc. a NO
18.100.0S In Unauthortzed vehicle usaoe 0 NO
18.100 .09 Ve ification and tracklna of odd-hours NO
18.100.10 h) Driver speed (min imum, maXimum, average, violations, 0 NO st"")
18.100.11 I Fuel usaqe and MPG 0 NO
18.100.12 ,11 SDeed band Ina within Geo-fencina 0 NO
18.100.13 System to provide the ability to track Begin/End of Day ·reDortinn. Includlnn:
18.100.14 8 Vehide beein and end locations 25 YES PraamaCAD Fixed values.
18.100.15 b Number of trios NO
18.100.16 c Drive tlme 25 YES PranmaCAO Deduced from time stam~
18.100.17 d) Distance 25 YES PragmaCAD Relies on crew entering start/enn mlleaoe.
18.100.18 e Vehicle history 0 NO
lS.100.19 f) Pendlna maintenance dlaanosttcs NO
lS.100.20 a) Duration of work deY~ 25 YES PraamaCAD Deduced from loaln loaoff times .
18.10 .21 h StoD details a NO
18.100 .22 User-deflned 0 ND
18.100 .23 Reporting can be accomplished using the following methods: I 25 NO Data IIvaliable can be retrieved with 3rd
18.100.24 a) By vehicle party reporting tool. All data In Oracle schema.
25 NO Data available can be retrieved with 3rd
18.100.25 b) By group party reporting tool. All data In Oracle schema.
2S NO Data available can be retrieved with 3rd
18.100 .26 c) 8y Employee party reporting tool. All data in Oracle schema.
25 NO Data available can be retrieved with 3rd
18.100 .27 d) By date range party reporting tool. All data in Oracle schema.
25 NO Data available can be retrieved with 3rd
lS.100 .28 e) Summarized over any given date or event p.,riod party reporting tool. All data in Oracle schema.
25 NO Data available can be retrfeved with 3rd
18.100 .29 f) Ad-hoc reporting party reporting tool. All data in Orade sch"-ma.
25 NO Data available can be retrieved with 3rd
18.100.30 g) User-defined party reporting tool. All data In Oracle schema.
18.100 .31 Ability of the system to provide a dally, electronic Summary 0 NO Alert Rep_ort.
18.0 Mobile Work Management 110
Attachmenl3 - Client Functional MaIl'l.
Is Functionality Name of System
Requirement Description Vendor Respon •• Included In or Module That V.ndor Notel Price? (Vea or Provides This No) Func:tfonallty
18.100.32 Ability of the system to provide real-time diagnostic trouble 0 NO code alerts.
25 NO Data available can be retrieved wltll 3rd
lB.l00.33 Ability of reports to be run manually. party reporting tool. All data In Oracle Isct.<>ma.
0 NO Data available can be retrieved with 3rd
18.100.34 Ability of reports to be run with the use of a scheduler. party reporting tool. All data In Oracle sc""·m" .
0 NO Data available can be retrieved with 3rd
18.100.35 Ability to restrict batch reporting periods. party reporting tool. All data III Orade . Sme"ma.
Reports can be customized and saved I accessed by IndiVidual 0 NO Data available can be retrieved with 3rd
18.100.36 party reporting tool. All data In Oracle users. sd).elNl ! .• _. _ _ ._. _ Abllltv to Dreduce drive-time actlvltv reoortino. Includlno: -- --.. ~-- - - -- --~
18.100.37 - - --"- 1-" 18.100.38 a Individual or Qroup level 0 NO
18.100.39 b Fleet level 0 NO
18.100.40 c Total stoDS 0 NO
18.100.41 d Total hours spent driving and stopped 0 NO
18.100.42 e Total miles driven 0 NO
lB.l00.43 Pat!! hlstoJ'Y 0 NO
lB. 100.44 Current location of all vehicles 0 NO
18.100.45 h Too sDeed 0 NO
18.100.46 I user-defined 0 NO
lB.l00.47 Abllltv to report on all vehlcles a!l.alnst all landmarks. 0 NO Ability to report on a single vehicle against any or all 0 NO 18.100.48 landmarks .
Ability to produce a geo-fendng history report, by day, month, 0 NO
18.100.49 year, etc.
Ability to use reports to prove disputed customer service, time 0 NO
18.100.50 spent at a customer location, and replace driver-generated paperwork.
system provides the ability to easily compute state mileage for 0 NO 18.100.51 fuel tax reporting.
System supports emission history reporting for a single 0 NO
18.100.52 vehicle, all vehicles, 'like vehicles,' by district, area, region, etc.
System has pre-deflned emissions reporting to Identify 0 NO 18.100.53 vehicles which require service prior to testing.
18.100.54 System provides drive-safety and safety-related reports. 0 NO )
18.0 Mabil. wort< Managemert 1"
I
I
I
1 I
)
I
\
J
EXHIBIT 4
CGI Master License Agreement
[ATTACHED BEHIND THIS PAGE]
Systems & Software, Inc.
~CCI Customer and CGI
Master License Agreement
This Agreement is made by and between CGI Technologies and Solutions Inc. (a wholly-owned subsidiary of CGI Group Inc.) a Delaware Corporation, (hereinafter referred to as "CGI"), having its principal place of business at 11325 Random Hills Road, Fairfax, Virginia, USA 22030; and the City of Anaheim, a municipal corporation with its principal offices at 200 S. Anaheim Boulevard, Anaheim, California 92805. (hereinafter referred to as the "Customer").
This Agreement includes (i) this signature page, (ii) the License Terms and Conditions, (iii) the List of Licensed Core Software attached as Exhibit 1, and (iv) Microsoft® MapPoint® 2010, North American Maps End-User License Agreement attached as Exhibit 2 With the execution of Exhibit 2 by Customer, CGI represents and warrants that Customer is authorized to use the Microsoft® MapPoint® 2010 for the purposes described herein. If Customer is not authorized to use this product, CGI, at its own cost and expense, will use commercially reasonable efforts to obtain that authority. The parties acknowledge that they have read and understood this Agreement and agree to be bound by its terms and conditions.
This Agreement shall constitute the entire agreement between the parties with respect to the subject matter set forth herein and supersedes all previous agreements and understandings between the parties with respect thereto. Each party acknowledges and confirms that it does not enter into this Agreement in reliance on 'any representation or warranty or other undertaking not fully reflected in the terms of this Agreement, and no amendment, modification or substitution hereto shall be effective unless executed in writing by both parties.
IN WITNESS WHEREOF, THE PARTIES HAVE SIGNED TIllS AGREEMENT ON THE DAY OF _____ _
CITY OF ANAHEIM
Per: -----------------------
Name:
Title:
Per: -----------------------
Name:
Title:
Initials
Master License Agreement-
Date:
CGI Technologies and Solutions Inc.
Per: ------------------------
Name:
Title:
Per: ------------------------
Name:
Title:
1 • eCI Master License Agreement - Customer and CG! 2
License Terms and Conditions
Definitions
"Agreement": means the Articles of this Agreement, as well as the recitals and Exhibits attached hereto, as amended in writing from time to time, if the case arises, and the expressions "hereof', "herein", "pursuant hereto" and "hereby", as well as all similar expressions, refer to this Agreement as a whole and not to any particular Article, Section, Sub-section or paragraph.
"Core Software": means the modules in machine readable object code only exclusively owned by CGI, delivered and licensed to and finally accepted by the Customer. Such programs and modules identified are under trademarks and are identified in Exhibit 1. Such programs and modules shall comply with the functional requirements set forth within Exhibit 4 of this Agreement
"Defect(s)": means an error in coding of the Core Software or an unexpected behavioural characteristic which results in a problem in the operation of the Core Software. A Defect is also the Core Software's failure to materially meet the functional matrix requirement set forth in Exhibit 4 which is attached hereto and incorporated herein by reference. A priority level is assigned to each Defect as stated in Appendix B of the Sofuvare Support Agreement. "Documentation": means the user's manual and other documents in any form or medium customarily provided by COl to users of the Core Software which contains the information necessary to operate the Core Software.
"Release" :
"Software
Support
Agreement"
S&S
"Support":
"Update" :
Initials
Date:
means a defmed specific, numbered and tagged copy of the Core Software in machlne readable object code form only. This covers all copies of Updates, Upgrades and Versions of the Core Software available to COl's customers and on the market in general, at COl's sole discretion, with or without costs according to specific contractual agreements. means that software support agreement to be executed between the Parties in connection with this License Agreement attached hereto as Exhibit 3 and incorporated herein by reference.
means Systems & Software, Inc., a Vermont corporation.
means such services relating to the Core Software, Documentation, Updates, Upgrades or new Releases, and access to technical support and other services contemplated in in Appendix B of the Software Support Agreement.
means a new Release of the Core Software, in machine readable object code form only, in which CGI has incorporated cumulated corrections to existing functions of the licensed software modules which make the Core Software conform to the then current Master License Agreement -
~CG
"Upgrade" :
(Minor Release)
"Version" :
(Major Release)
"Warranty
Period":
Master ~jcense Agreement - Customer and CGi
Documentation or CGl's technical specifications (Le.: bug fixing). means a new Release of the Core Software, in machine-readable object code form only, in which CGI has incorporated minor improvements, modifications, to the existing licensed Core Software modules, as a result of further development by CGI. means any subsequent Release of the licensed Core Software, in machine-readable object code form only, in which CGI has incorporated important improvements, new functions, new modules, or modifications affecting the Core Software's architecture or any change of the programming language of the licensed software modules, as a result of further development by CGI. The Core Software architecture includes, without limitation, graphical user interface, database structure, software infrastructure. means the period identified in Exhibit I during which the Core Software is warranted to the extent expressly stated in this Agreement commencing on the date set forth in Section
4.1.1. 1. Ownership and Proprietary Rights
1.1 The Customer aclmowledges and agrees that all Core Software components (including their source codes), the design, specifications, all related Documentation, modules, interfaces and programming techniques developed for use with such Core Software (the "Items") constitute the exclusive property of CGI who is the exclusive owner of all intellectual property rights in and to such Core Software and Items, whether or not any portion thereof is or may be copyrighted or patented.
1.2 CGI shall be the exclusive owner of all products, works and software deriving from the Core Software, or Items, as well as the exclusive owner of all intellectual property rights in and to such products, works and softwares.
1.3 Customer shall ensure that all copyright, proprietary rights and trademark notices of CGI and its third party licensor(s) remain on the Core Software and the Items, and all copies thereof in whatever form or media and on all Documentation. The use of a copyright notice on the Core Software shall not be taken to indicate that it has been published.
1.4 The Customer understands and aclmowledges also that the Core Software and the Items are and shall remain proprietary in nature and constitute confidential trade secrets for the benefit of CGI and shall take all necessary measures to protect same. The O.!stomer shall net disclose the Core Software and the Items to any third party who has not undertaken in writing to preserve their confidentiality. The foregoing shall not apply to Customer's elected and appointed officials, affiliate, director, officer, employee, agent, advisor or consultant. Further, this confidentiality requirement shall not apply to: 1) information already in possession of, or already known to, the Customer as of the effective date of this Agreement; (2) information in the public domain at the time of the disclosure, or which, after such disclosure, enters into the public domain through no breach of this Agreement by the Customer(s); (3) information lawfully furnished or disclosed to the Customer by a non-party to this Agreement without any obligation of confidentiality and through no breach of this Agreement by the Customer; (4) Initials
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3 r:I eGI , Master License Agreement - Customer and CGI information independently developed by Customer; or (5) information authorized in writing by CGI to be released from the confidentiality obligations herein.
1.5 CGI does not grant ownership of the license until (1) this Agreement is fully executed by the Customer upon approval by its City Council and (2) subcontractor agreement is executed between S&S and CGI for the work related to the information services agreement between Customer and S&S
1.6 The provisions of this Article 1 shall survive the termination of this Agreement.
2. Grant of License and Obligations
2.1 CGI grants to the Customer a personal, non-exclusive, non-transferable, restricted rights license to use the Core Software as soon as delivered hereunder strictly for its own internal purposes as indicated in Exhibit 1 and subject to its continuing obligations set forth in Section 2.2.
2.2 The Customer shall not:
i. copy (except for a one-time backup for archival purposes), adapt, modify, prepare derivative works of, merge or transfer any Core Software components, interfaces, Documentation or any portion thereof;
ii. unlock the code of, reverse engineer, reverse assemble, reverse compile or otherwise translate any Core Software, interfaces or any portion thereof;
iii. exceed the number of servers, dispatchers, seats, number of customers, users and mobile workstations identified in Exhibit 1, in connection with the use of the Core Software, unless an appropriate payment is made in consideration for all additiona1licenses; iv. sublicense, distribute, rent, lease, pledge, loan, transfer, or assign to a third party any Core Software component, interfaces, Documentation or portion thereof, make them available on a time-sharing basis or use them to provide service bureau or similar services; v. commercially exploit any Core Software component, interfaces, Documentation or portion thereof; and
VI. use any Core Software component in order to service, directly or indirectly, a territory wider than on the date of this Agreement (in terms of number of Customers meters as indicated in Exhibit 1)
2.3 CGI may, from time to time, verify by any means (including inspections on the Customer's Premises during Customer's regular business hours; provided CGI complies with Customer's rules and regulations) the ProgmaCAD production system in order to determine the number of seats, users, customers, mobile workstations, dispatchers and servers related to the Core Software and the Customer's compliance with the licenses hereunder. Furthermore, upon receipt of a written request from CGI, the Customer shall promptly provide to CGI a sworn written statement from an authorized officer stating the number of seats, users, customers, mobile workstations, dispatchers and servers related to the Core Software.
2.4 The provisions of this Article 2 shall survive the termination of this Agreement.
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3. Indemnity for Copyright Infringement
3.1 CGI shall indemnify, defend and hold harmless Customer from any and all direct costs (including reasonable attorneys' fees) and damages (excluding indirect, special incidental or consequential damages or for loss of use, profits, business, revenues, anticipated savings, opportunities, investments and wasted expenditures) resulting from any and all claims by third parties that the Core Software, when used in accordance with the Documentation, infringes such party's U.S. or Canadian patent, copyright, trademark or trade secret, subj ect to the following::
3.1.1 the Customer shall promptly notify CGI in writing of any alleged infringement of which it has notice;
3.1.2 the Customer shall not make any admissions without CGI's prior written consent;
3.1.3 the Customer, at CGl's request, shall allow CGI to conduct any negotiations or litigation or settle any claim.
3.2 If at any time an allegation of infringement of intellectual property rights is made in respect of any Core Software component or, if in CGl's reasonable opinion such an allegation is likely to be made, CGI may modify or replace any Core Software component so as to avoid or eliminate the infringement without adversely affecting the performance of the Core Software provided under this Agreement.
3.3 Notwithstanding the foregoing, CGI shall have no liability for any claim based on or arising out of modification of the Core Software components or the Items not authorized by CGI in writing, use of the Core Software in a manner not authorized by CGI, use of the Core Software in association with hardware manufactured or software not provided or authorized by CGI or modifications, adaptations or additions not performed by CGI or authorized by CGI in writing.
3.4 The foregoing indemnity states the entire and only liability of CGI and the exclusive remedy of the Customer in connection with infringements of intellectual property rights.
4. Warranties
4.1 Warranty for the Core Software
Date:
4.1.1 CGI warrants that,·during the Warranty Period commencing on SAT (Site Acceptance Test) as defined in that subcontractor agreement between CGI and S&S related to the information services agreement between Customer and S&S. CGI will provide best commercial efforts to align this SAT date with the Final Acceptance (as defmed in the information services agreement between Customer and S&S), the Core Software provided hereunder will be free from reproducible and recurring Defects that cause a material variance from the Exhibit 4 and that CGI can reasonably identify and will be updated to cure apparent Defects listed as objections at the time of Delivery. However, CGI does not warrant that the operation of the Core Software will be uninterrupted or error-free, or that any program will meet the Customer's Initials
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particular requirements. Defect will be addressed as described in the related the Software Support Agreement.
4.1.2 CGl's total liability and the Customer's sole and exclusive remedy for the warranted Core Software shall be limited to, at CGl's option, defective program replacement or repair so that the Core Software shall be free from reproducible and recurring Defects that cause a material variance from the Specifications.
4.1.3 The Customer acknowledges and accepts that CGI shall disclaim all express warranties granted by virtue of Sub-sections 4.1.1 and 4.1.2 if a Defect or failure results, in whole or in part, from the Core Software or any part thereof being used with software, equipment or hardware items attached, added or otherwise connected to the Core Software and not provided by CGI under this Agreement or formally approved in writing by CGI.
4.1.4 CGI disclaims all express warranties granted by virtue of Sub-sections 4.1.1 and 4.1.2 if a Defect or a failure results, in whole or in part, from any act, omission, alteration, modification, misuse or repair attributable, in whole or in part, to the Customer or a third party or from any use of the Core Software that is not in conformity with CGl's instructions, specifications or recommendations.
4.1.5 CGI shall not assume any liability whatsoever for damages and costs resulting from the type of Defects or failures defined in Subsections 4.1.3 and 4.1.4.
4.2 CGI represents and warrants that it has and shall use all reasonable and appropriate commercial efforts to ensure that no viruses or similar items are coded or introduced into the Core Software during the development, installation, acceptance procedures or implementation phases where CGI shall be involved. CGI agrees that, in the event a virus or similar item is found to have been introduced into the Core Software, CGI shall use all reasonable and appropriate commercial efforts at its own expense (unless the Customer is responsible for the introduction of the virus or similar item) assist the Customer in reducing the effects of the virus or similar item and, if the virus or similar item causes a loss of operational efficiency or loss of data, to assist the Customer to the same extent to mitigate and restore such losses.
4.3 ALL THE WARRANTIES GRANTED UNDER SECTIONS 4.1, AND 4.2 ARE IN LIEU OF AND
EXCLUDE ALL OTHER WARRANTIES OR CONDITIONS OF ANY KIND, EITHER EXPRESS
OR IMPLIED INCLUDING, WITHOUT LIMITATION, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PA .. ltTICULAR PURPOSE AS WELL AS ALL LEGAL WARRANTIES AGAINST LATENT AND HIDDEN DEFECTS.
5. Limitation of Liability
5.1 Nothing in this Agreement shall exclude or limit the liability of either party for death or personal injury caused by its negligent acts or omissions. Furthennore, each party shall indemnify the other as well as any of its officers, directors, employees, agents or sub-contractors for damages awarded on account of death or personal injury caused by its negligence.
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5.2 CGI as well as any of its officers, directors, employees, agents or subcontractors shall under no circumstances whatsoever and whether a claim is based on breach of contract or warranty, negligence, strict liability in tort or otherwise or arises under any other doctrine in law or equity be liable to or have to indemnify the Customer for indirect, special, incidental,punitive and consequential damages as well as for loss of use, loss of profits, loss of bargain, loss of business, loss of revenues, loss of anticipated savings, lost opportunities, loss of investment and wasted expenditures, whether or not CGI has been advised of the possibility of such damages or losses.
5.3 CGl's total and cumulative liability, except for indemnity for copyright infringement, to the Customer in connection with this Agreement (whether liabilities arise from breach of contract or warranty, negligence, strict liability in tort or otherwise or under any other doctrine in law or equity) shall in no circumstances exceed the aggregate of all license fees actually received from the Customer by CGI during the twelve-month period preceding the claim up to a maximum of twenty-five thousand dollars ($25,000).
5.4 Customer's total and cumulative liability to the CGI in connection with this Agreement (whether liabilities arise from breach of contract or warranty, negligence, strict liability in tort or otherwise or under any other doctrine in law or equity) shall in no circumstances exceed twenty five thousand dollars ($25,000).
6. Support for Core Software/Future Orders
6.1 The parties will enter into a Software Support Agreement as attached in Exhibit 3 to come into effect upon the expiry of the Warranty Period in order for the Core Software to be supported.
6.2 All complementary Core Software, Documentation or Support orders, shall be licensed under the terms of this Agreement.
7. Term and Termination
7.1 The license granted to Customer by this Agreement shall commence upon execution of this Agreement by both parties and shall continue unless it is terminated in accordance with this Section 7.
7.2 The Customer may, for any reason whatsoever including its own convenience, by written notice to CGI, terminate this Agreement, in whole or in part, without liability to CGI. The termination shall become effective thirty (30) days following reception by CGI of such notice.
7.3 If the Customer fails to comply with any term or condition of this Agreement, CGI will first give thirty (30) days written notice to Customer, specifying the nature of the default and demanding that the default be cured. If Anaheim fails to cure the default within the cure period, CGI may terminate this Agreement ..
7.4 This Agreement shall terminate immediately and automatically if either party is liquidated under any bankruptcy laws for the benefit of its creditors, ceases to carry on business, or is wound up. If either party makes a proposal under any bankruptcy laws this agreement shall continue unless and until an InitIals
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unfavourable judgement is rendered against the party making the proposal which judgment results in that party being liquidated, ceasing to carry on business, or being wound up, at which time this agreement shall be terminated.
7.5 Upon termination of this Agreement for any reason, Customer shall immediately cease use of the rights granted herein, and all Licensed Core Software under the control of Customer shall be fully and completely destroyed by Customer using appropriate methods.
7.6 Upon termination of this Agreement, the license granted hereunder shall terminate and the Customer shall have no right to use the Core Software and shall return the Core Software, the Items, Documentation and any confidential and proprietary information of CGI and all copies thereof to CGI.
7.7 ill the future while this agreement is still in effect, CGI will, if requested by the Customer, at the Customer expense, deposit one (1) copy of its proprietary PragmaCAD, PragmaROAD and SkyVIEW (without MapPoint) Core Software Elements in source code form including all code specifically developed for Customer by CGI with Iron Mountain (www.ironmountain.com ). the "Custodians", which will send written confirmation of such deposit to the Customer.
8. Arbitration
8.1 All disputes arising in connection with this Agreement shall be fmally settled under the Rules of Conciliation and Arbitration of the illternational Chamber of Commerce, by one or more arbitrators appointed in accordance with said Rules. The arbitration shall be held in the State of California.
9. General provisions
9.1 Taxes and Fees. ShiWing Charges - License fees quoted to the Customer are exclusive of any and all taxes of fees including, but not limited to, sales tax, use tax, value-added tax (V An, customs, duties, or tariffs, and shipping and handling charges.
9.2 Amendments - No modification of or amendment to this Agreement shall be valid or binding unless in writing, referencing this Agreement and signed by an authorized representative of each party.
9.3 Assignment - Neither party shall assign, pledge or transfer any of its rights or delegate any of its obligations under this Agreement without the prior written consent of the other party and any assignment, pledge, transfer or delegation made without such consent shall be null and void. ill the event of an acquisition of its assets or the majority of its outstanding shares carrying voting rights by a third party or merger leading to its amalgamation with or into a third party, the Customer shall be authorized by CGI to assign the license rights granted for the Core Software herein to such third party for the Core Software, provided that the assignee accepts in writing to be bound by all terms and conditions of this Agreement and that additional license fees (for additional servers, customers, seats, users, workstations, dispatchers, agencies, mobiles and connections) and all services arising in connection with such transfer, if required, are paid to CGI. Notwithstanding the above, CGI may assign this Agreement to its parent corporation or anyone of its affiliates without the Customer's prior written consent.
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9.4 Applicable Law - This Agreement shall be governed by and construed in accordance with the domestic laws of the State of California, without giving effect to the principles of conflicts of laws. Each party consents to exclusive jurisdiction and venue in the state and federal courts sitting in Orange County, California. Each party waives all defenses of lack of personal jurisdiction and forum nonconveniens.
9.5 Notices - Any notice or consent given under this Agreement shall be properly given by either party to the other only if in legible writing and sent by first class pre-paid postage, by hand, by telex or by facsimile transmission to the address of the party to be served and specified in this Agreement or in either case to such other address as has been given to the other party in accordance with this Section
9.5. To CGI:
CGI Technologies and Solutions Inc.
1350, Rene-Levesque Blvd. West, 15th Floor
Montreal, Quebec, Canada
H3G IT4
Attention: Richard Gobeil 0
Fax: 514-415-3999
ANAHEIM Secretary/City Clerk
City of Anaheim
200 S. Anaheim Boulevard, 2nd Floor
Anaheim, California 92805
FAX No. (714) 765-4105
With copies to:
Marcie L. Edwards
Public Utilities General Manager
City of Anaheim
201 S. Anaheim Blvd., Suite 1101
Anaheim, CA 92805
FAX No. (714) 765-4138
Any notice given by post shall be deemed to have been received ten (10) days after it was sent and a notice delivered by hand, courier services or by telex or facsimile transmission shall be deemed to be received upon actual delivery or transmission.
9.6 Delays - Neither party shall be liable for delay or failure in perfonnance resulting from acts beyond the control of such party, including but not limited to acts of nature, acts of war, riot, fire, flood, or other disaster, acts of government, strike, lockout, communication line or power failure.
9.7 Severability - If any provision of this Agreement is declared by a body of competent jurisdiction to be invalid, such provision shall be severed from this Agreement and the other provisions shall remain in full force and effect.
9.8 Waiver - A term or condition of this Agreement can be waived or modified only with the written consent of both parties. Forbearance or indulgence by either party in any regard shall not constitute a waiver of the term or condition to be performed, and either party may invoke any remedy available under this Agreement or by law despite such forbearance or indulgence.
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Exhibit 1
Exhibit 1
Warranty Period: Period of thirty (30) days during which the Core Software is warranted to the extent expressly stated in this Agreement.
The license granted by CGI to use the Core Software is intended strictly for the management of the Customer activities in the area of California, subject to the continuing obligations set forth herein.
The number of Customer meters is the number of customers that the Customer services. All licenses prices are based on this number. As of the date of this Agreement the number of Customer meters is no more than 150,000.
List of Licensed Core Software
r~ · · " · ' .-- ".--- ... --..... ~~-- ..... -- ....... - . -.~- -.. -.----.--.-- ---.-_~- .. -=-..... ----__ .-... _or_.----------- r&rver License
PragmaCAD version 5.4, 1 agency, SDM plus, auto-dispatch, CAD XML API, 1 5 PragmaADMIN licenses, 2 PragmaCAD dispatcher full-time seat licenses I
I
PragmaFLEET for PDA 1
Route Optimization 1
:
SkyVIEW 1
:
Work Optimization 1
Availability 1
Cliellt Licellses
PragmaCAD Dispatcher Seats - Full Time
- 2 licenses at no charge included with PragmaCAD server license 2 - 2 additional licenses required
:
SkyVIEW Dispatcher Seat - Full Time 4
:
PragmaFLEET for PDA 30 ,
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l\l1crosoft® MapPoint® 2010, North Aluerican Maps
Licenses: 4
END-USER LICENSE AGREEMENT
Exhibit 2
IMPORTANT-READ CAREFULLY: This End-User License Agreement ("EULA") is a legal agreement between you (either an individual person or a single legal entity, who will be referred to in this EULA as "You") and CGI, the licensor of the software turnkey application or suite of applications with which You acquired the Microsoft software product identified above, which includes any associated media, printed materials and electronic documentation (the "Software Product"). The Software Product also includes any content (such as maps, driving directions, points of interest, etc.) available in the Software Product ("Content"). In addition, the Software Product also includes any software updates, add-on components, web services and/or supplements for the original Software Product that may be provided to You or made available to You after the date You obtain Your initial copy of the Software Product to the extent that such items are not accompanied by a separate license agreement or terms of use. Microsoft Corporation or one of its affiliates (collectively, "Microsoft") has licensed the Software Product to CGI. By installing, copying, dm.vnloading, accessing or othenvise using the Software Product, You agree to be bound by the terms of this EULA. If You do not agree to the terms of this EULA, do not install, access or use the Software Product; instead, You should return it to Your place of purchase for a full refund.
SOFfW ARE PRODUCT LICENSE
The Software Product is protected by intellectual property laws and treaties. The Software Product is licensed, not sold.
1. GRANT OF I,ICENSE. This Section of the EULA describes Your general license rights to install and use the Software Product. It also describes a set of additional license rights. The license rights described in this Section are subject to all other terms and conditions of this EULA. * General License Grant to Install and Use Software Product. You may install and use one copy of the Software Product solely for (i) Your individual viewing on a single computer, device, workstation, terminal, or other digital electronic or analog device ("Device"), (ii) printing for Your individual use, (iii) saving it on Your Device's hard disk drive for Your individual use, and (iv) for no other purpose without written consent from CGI or Microsoft (except to the extent expressly permitted by other provisions of this EULA). You may install and use additional copies of the Software Product on additional Devices, Initials
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provided that the total number of copies installed or used does not exceed the number of "Licenses" specified above. If a number of "Licenses" is not indicated above, then You are licensed to use one copy of the Software Product on one Device. You cannot allow other people to access and use Your copy of the Software Product from Your Device unless You follow the restrictions described in the alternative license grant in the next paragraph. If You run a business or enterprise, You may install a second copy of the Software Product on a portable Device owned by You for the exclusive use of the person within Your business or enterprise who is the user of the primary copy of the Software Product, provided that such person only uses the second copy for business purposes, and provided that such use otherwise complies with this EULA. Except as expressly permitted herein, any reproduction or redistribution of the Software Product, including any Content, is expressly prohibited. A license for the Software Product may not be shared . You may also exercise the additional license rights described in the following sections. * Alternative License Grant for StoragelNetwork Use. As an alternative to the rights granted in the previous section, You may install a copy of the Software Product on one storage Device, such as a network server, and allow individuals within Your business or enterprise to access and use the Software Product from other Devices over a private network, provided that You acquire and dedicate a license for the storage Device upon which the Software Product is installed and each separate Device from which the Software Product is accessed and used. This license does not give You a right to allow anyone to access or use the Software Product over the Internet. You may also exercise the additional license rights described in the following sections. A license for the Software Product may not be shared or used concurrently on different Devices ..
* Permitted Use of Maps and Other Content. With each separate license of the Software Product, You may (i) print up to one thousand copies of any given map or mapping Content (except points of interest) generated by use of the Software Product, provided that such maps or mapping Content is used (a) solely for Your own immediate or near immediate use and (b ) You do not sell or sublicense such reproduced maps or mapping Content; (ii) produce and post online up to one thousand maps or sets of mapping Content (except points of interest) generated by use of the Software Product, provided that You do not sell or sublicense such Content; and (iii) print or save up to two-hundred fifty (250) specific points of interest at a time to Your cell phone, personal digital assistant ("PDA") or PC application for Your internal or personal use only. Your use of such reproduced Content is subject to this EULA. You agree to retain, and not delete or alter, any and all legal notices contained within the maps (e.g., copyright notices). * Remote Access Technologies. If You want a third party to use remote access technology to provide technical support and assistance to You, You must first require the third party to expressly agree that such third party's access and use of Your licensed Software Product will be strictly limited to providing You with technical support and assistance. You agree to indemnify eG! and Microsoft for any loss suffered as a result of Your failure to obtain such an agreement and/or for the misuse of Your Software Product by such third parties.
* Restrictions. You may not use the Software Product, including any Content, except as expressly permitted in this EULA.
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Fleet applications. Fleet applications are software that use MapPoint, and data from sensors used specifically with vehicles, to provide location infonnation (such as GPS systems and triangulation devices).
Fleet applications receive location infonnation from vehicles equipped with wireless communication devices. You can use MapPoint standard 2010 in all cases where Fleet application is tracking vehicles that are also running MapPoint standard. MapPoint Fleet Edition will be required and installed of each component (dispatcher or mobile supervisor workstation) of the Fleet application that is tracking vehicles that are not running MapPoint 2010. For MapPoint Fleet Edition, you may use the software with fleet applications for any number of vehicles.
"Positioning Technology" shall mean GPS Technology or any other technology, devices and/or sensors that allow an application to determine in Real-time or Near-real time the position and/or velocity of a person, vehicle, device or other object.
"Real-time" solutions are those applications in which there is no measurable delay between the time at which a GPS location is acquired and the time this location is made available to the application. "Near real time" takes into account network latency, transmission time and any other systems delays.
You also may not use Software Product with or in communication with any mobile or wireless-connected electronic or computer devices (except to the extent expressly pennitted herein), including, without limitation, cellular phones, palmtop and handheld computers, pagers, and personal digital assistants or PDAs.
* Links to Third Party Sites. The Software Product may contain links to third party Web sites ("Linked Sites"). The Linked Sites are not under the control of CGI or Microsoft and neither CGI nor Microsoft are responsible for the contents of any Linked Site, including without limitation any link contained in a Linked Site, or any changes or updates to a Linked Site. Neither CGI nor Microsoft is responsible for webcasting or any other form of transmission received from any Linked Site and neither CGI nor Microsoft is responsible if the Linked Site is not working appropriately. CGI is providing these links to you only as a convenience, and the inclusion of any link does not imply endorsement by either CGI or Microsoft of the site or any association with its operators. You are responsible for viewing and abiding by the privacy statements and terms of use posted at the Linked Sites. Any dealings with third parties having Linked Sites, or otherwise referred to, within the Software Product, or participation in promotions, including the delivery of and the payment for goods and services, and any other terms, conditions, warranties or representations associated with such dealings or promotions, are solely between You and the advertiser or other third party. Neither CGI nor Microsoft shall be responsible or liable for any part of any such dealings or promotions .
* Reservation of Rights. All rights not expressly granted are reserved by CGI or Microsoft.
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2. DESCRIPTION OF OTHER RIGHTS AND LIMITATIONS.
* Copy Protection. The Software Product may include copy protection technology to prevent the unauthorized copying of the Software Product or may require original media for use of the Software Product on the Device. It is illegal to make unauthorized copies of the Software Product or to circumvent any copy protection technology included in the Software Product. * Not for Resale Software. If the Software Product is labeled "Not For Resale" or "NFR" then, notwithstanding other sections of this EULA, Your use of the Software Product is limited to use for demonstration, test, or evaluation purposes and You may not resell, or otherwise transfer for value, the Software Product.
* Limitations on Reverse Engineering, Decompilation, and Disassembly. You may not reverse engineer, decompile, or disassemble the Software Product, except and only to the extent that such activity is expressly permitted by applicable law notwithstanding this limitation. * Separation of Component Parts. The Software Product is licensed as a single product. Its component parts may not be separated for use on more than one Device unless expressly permitted by this EULA. * Trademarks. This EULA does not grant You any rights in connection with any trademarks or service marks of Microsoft.
* No rental, leasing or commercial hosting. You may not rent, lease, lend or provide commercial hosting services to third parties with the Software Product. * Support Services. With respect to technical information You provide to CGr or Microsoft as part of any (if any) support services related to the Software Product ("Support Services"), Microsoft may use such information for its business purposes, including for product support and development. Microsoft will not utilize such technical information in a form that personally identifies You. * Software Transfer. Except as specified in this Section, the initial licensee of the Software Product may make a one-time permanent transfer of this EULA and Software Product only directly to an end user. This transfer must include all of the Software Product (including all component parts, the media and printed materials, any upgrades, this EULA, and, if applicable, the Certificate of Authenticity). Such transfer may not be by way of consignment or any other indirect transfer. The transferee of such one-time transfer must agree to comply with the terms of this BULA, including the obligation not to further transfer this EULA and Software Product.
* Termination. If You fail to comply with any term or condition of this EULA, CGr will first give YOU thirty (30) days written notice, specifying the nature of the default and demanding that the default be cured.
If You fail to cure the default within the cure period, CGI may terminate this EULA..In such event, You must destroy all copies of the Software Product and all of its component parts.
3. INTELLECTUAL PROPERTY RIGHTS. All title and intellectual property rights in and to the Software Product (including but not limited to any images, photographs, animations, video, audio, music, text, and "applets" incorporated into the Software Product), the accompanying printed materials, and any copies of the Software Product are owned by Microsoft or its suppliers. All title and intellectual property rights in and to the content that is not contained in the Software Product, but may be accessed through use Initials
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of the Software Product, is the property of the respective content owners and may be protected by applicable copyright or other intellectual property laws and treaties. This EULA grants You no rights to use such content. If this Software Product contains documentation that is provided only in electronic form, you may print one copy of such electronic documentation. You may not copy the printed materials accompanying the Software Product.
4. BACKUP COPY. After installation of one copy of the Software Product pursuant to this EULA, You may keep the original media on which the Software Product was provided by Microsoft solely for backup or archival purposes. If the original media is required to use the Software Product on the Device, you may make one copy of the Software Product solely for backup or archival purposes. Except as expressly provided in this EULA, You may not otherwise make copies of the Software Product or the printed materials accompanying the Software Product.
5. EXPORT RESTRICTIONS. You acknowledge that the Software Product is subject to U.S. export jurisdiction. You agree to comply with all applicable international and national laws that apply to the Software Product, including the U.S. Export Administration Regulations, as well as end-user, end-use and destination restrictions issued by U.S. and other governments. For additional infonnation, see http://www.microsoft.com/exporting!.
6. NOT FAULT TOLERANT. THE SOFTWARE PRODUCT IS NOT FAULT TOLERANT. CGIHAS
INDEPENDENTLY DETERMINED HOW TO USE THE SOFTWARE PRODUCT IN THE INTEGRATED
APPLICATION THAT IT IS LICENSING TO YOU, AND MICROSOFT HAS RELIED ON CGI TO
CONDUCT SUFFICIENT TESTING TO DETERMINE THAT THE SOFTWARE PRODUCT IS SUITABLE FOR SUCH USE.
7. NO WARRANTIES BY MICROSOFT. MICROSOFT PROVIDES NO WARRANTIES WITH REGARD TO THE SOFTWARE PRODUCT .
S. NO LIABILITY OF MICROSOFT FOR CERTAIN DAMAGES. TO THE MAXIMUM EXTENT
PERMITTED BY APPLICABLE LAW, MICROSOFT SHALL HAVE NO LIABILITY FOR ANY
INDIRECT, SPECIAL, CONSEQUENTIAL OR INCIDENTAL DAMAGES ARISING FROM OR IN
CONNECTION WITH THE USE OR PERFORMANCE OF THE SOFIW ARE PRODUCT OR THE INTEGRATED APPLICATION. THIS LIMITATION WILL APPLY EVEN IF ANY REMEDY FAILS OF ITS ESSENTIAL PURPOSE. IN NO EVENT SHALL MICROSOFT BE LIABLE FOR ANY AMOUNT IN EXCESS OF TWO HUNDRED FIFTY U.S. DOLLARS (US$250.00).
9. SEVERABILITY. If a court holds any provision of this EULA to be illegal, invalid or unenforceable, the remaining provisions will remain in full force and effect and the parties will amend this EULA to give effect to the stricken clause to the maximum extent possible.
Microsoft and MapPoint are registered tradeIJllUks of Microsoft Corporation in the United States and/or other countries.
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Master License Agreemen t - Customer and CGI
EXHIBIT 3 OF
MASTER LICENSE AGREEMENT
SOFTWARE SUPPORT AGREEMENT
[ATTACHED BEHIND Tms PAGE]
Master License Agreement-
r; Ceil ,
l Customer and CGI 1
Software Support AgreerTlent
BY AND BETWEEN: CGI Technologies and Solutions Inc. (a wholly-owned subsidiary of CGr Group Inc.) a Delaware Corporation, having its principal place of business at 11325 Random Hills Road, Fairfax, Virginia, USA 22030,
(Hereinafter referred to as "CGI")
AND: City of Anaheim, a municipal corporation incorporated under the laws of California, having its principal place of business at 200 S.
Anaheim Boulevard, Anaheim, California 92805
(Herein after referred to as "Customer")
For good and valuable consideration, the receipt and sufficiency of which is acknowledged, the parties agree as follows:
1. DEFINITIONS
The following terms are used in this Agreement, as defined in this Section:
1.1 "Additional Services" shall mean any services provided in addition to those expressly specified in Section 2 hereof. Additional Services include, without limitation, needs for training,: interventions attributable to supplemental environments, reconfiguration, customization of software; conversion of data, installation, reinstallation of the Software or any migration to a new Release of the Licensed Software and modification of databases. These services shan be charged based upon CGr then current rates.
1.2 "Agreement" shall mean this Software Support Agreement and all appendices referencing this Agreement as amended from time to time in accordance with Section
11.5 hereof.
1.3 "CGI Business Day" shall mean a day other than a Saturday, Sunday and a holiday observed by CGr
1.4 "CGI Business Hour(s)" shall mean 08:30 a.m. to 05:00 p.m., Eastern Time, Monday through Friday, holidays observed by CGr excluded.
1.5 "Client Customized Software" shall mean the program functions in machine readable object code only added or connected to the Licensed Software including, those developed by CGI for the Customer and fully identified in Exhibit 1 of the License Agreement (as defined below). No Client Customized Software is currently in scope Initials
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only configuration. Such programs and modules shall comply with the functional requirements set forth in Exhibit 4 of the Ucense Agreement. Exhibit] and Exhibit 4 of the License Agreement are incorporated herein by reference.
1.6 "Defect(s)" shall mean an error in coding of the Client Customized Software or an unexpected behavioural characteristic which results in a problem in the operation of the Core Software. A Defect is also the Software's failure to materially meet the functional matrix requirements set forth in Exhibit 4 of the License Agreement. A priority level is assigned to each Defect as stated in Appendlx B of the Software Support Agreement.
Appendix B is attached hereto and incorporated herein by reference.
1.7 "Designated System" shall mean the hardware and software environment identified in Appendix A and with which the Software is operating at the date of execution of this Agreement. excluding any development, training or testing environment on which the Software is installed. Appendix A is attached hereto and incorporated herein by reference.
1.8 "Documentation" shall mean CGI's published documentation normally provided by CGI to a customer for use of the Ucensed Software.
1.9 "Effective Date" shall mean the starting date of this Agreement as indicated in Appendix C. Appendix C is attached hereto and incorporated herein by reference.
1.10 "Initial Term" the initial term of this Agreement is indicated in Appendix C.
1.11 "Licensed Software" shall mean the core modules, excluding custom code, of the software components for which a "Software Ucense" was entered into between the Customer and CGL in machine readable object code only owned by CGI. Such software components are identified in Appendix D. Appendix D is attached hereto and incorporated herein by reference.
1.12 "Major Release" shall mean any subsequent Release, designated by are-numbered Release number in which CGI has incorporated significant improvements, new functions or modifications affecting the Software's architecture including, but not limited to, graphical user interface, database structure, and software infrastructure.
Some functions and/or modules are optional as determined by CGI at its sole discretion.
1.13 "Minor Release" shall mean a new Release, designated by a re-numbered Release number in which CGI has incorporated minor improvements to existing functions of the Licensed Software modules.
1.14 "Release" shall mean the general term for a common CGI software, for which a software license can be entered into, in machine-readable object code form only, which is released by CGI from time to time. Each Release is numbered and tagged and is in machine-readable code form only.
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1.15 "Release Support Period" shall mean the period during which the Release of the Licensed Software will be supported and identified in Appendix C.
1.16 "Renewal Period(s)" additional periods, of a duration and conditions indicated in Appendix C.
1.17 "Service Pack" shall mean any repair or replacement of object code or executable code of the Licensed Software to remedy a Defect with no change on the Release number but identified as a Service Pack.
1.18 Software" shall mean the Licensed Software and/or the Client Customized Software, as defined herein.
1.19 "Software Shipment" shall mean the delivery of a particular Release to the Customer.
1.20 "Support Services" shall mean the support services for the Software described in Appendix B and Article 2.
1.21 ''Warranty Period" shall have the same meaning contained in the License Agreement.
2. Support Services Provided For The Software/ADDITIONAL
SERVICES
2.1 The specific Support Services for the Software are described in Appendix B. It is acknowledged and agreed that the Support Services provided by CGI are, except in exceptional circumstances, remedial and that interventions hereunder may only be triggered by the Customer.
2.2 The provisions of this Agreement shall be deemed incorporated into all purchase orders issued by Customer for Support Services and supersedes all terms and conditions mentioned or referred to therein.
2.3 CGI shall provide a write-in service for assistance, infonnation and the communication of questions and enhancement suggestions directed to CGI. A response will be provided by CGI within a reasonable time.
2.4 CGI may circulate to the Customer non confidential infonnation about the Software found to be of value to other users of the Software.
2.5 COl shall provide Support Services in relation to the detennination of Defects which Customer alleges affect the Software on Designated System, in accordance with the Support Plan described in Appendix B. Calls shall only be placed by one of the Authorized Customer Representatives identified in Appendix E. Appendix E is attached hereto and incorporated by reference.
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2.6 CGI shall access the Designated System and the Software directly, via telecommunication link, to isolate and identify alleged Defects, to provide corrections or workarounds. Each party will bear its own telecommunication costs.
CGI may, at its own discretion and with Customer's prior approval, deploy a software support representative to isolate alleged Defects in the Software and apply corrections or workarounds that cannot be made through a telecommunications link. H required, in order to perform the Support Services under this Agreement, Customer shall make a workplace available to the CGI Software support representative. All CGI's standard travel and living expenses shall be charged to Customer in accordance with Appendix D and shall not exceed and shall not exceed ten thousand and five hundred dollars ($10,500.00) a year. Should the reimbursable expenses reach $10,500.00, the Customer agrees to review, with no obligation to approve, the additional reimbursable expenses requests as needed.CGI shall provide Customer with all supporting receipts and documentation.
3. Term
3.1 Customer shall have the right to renew this Agreement under the same terms and conditions of this Agreement, subject to the price adjustments set out in Appendix D, for each year occurring after the Initial Term (a "Renewal Period") by (sending CGI a written notice to that effect at least thirty (30) days prior to the expiration of the (1) Initial Term or (2) each annual Renewal Period, as the case may be.
4. Payment
4.1 In consideration of the Support Services to be provided under Article 2 hereof, Customer agrees to pay the annual support fees specified in Appendix D. The support fees applicable to the first year of the Initial Term shall be paid within thirty (30) days of Customer's receipt of CGI's invoice, such invoice to be sent after receipt of at the end of the Warranty Period. Thereafter, Customer shall pay applicable support fees, on an annual basis, as listed in Appendix D during the Initial Term and the Renewal Periods within thirty (30) days of Customer's receipt of CGI's invoice, such invoice to be sent on or around the beginning of (1) the commencement of second and third year of the Initial Term (2) the first Renewal Period or each subsequent Renewal Period.
4.2 Customer may purchase additional support for Licensed Software and/or Client Customized Software during any Release Support Period CGI will adjust the support fee, prorated to coincide with the existing support term and payment schedule to reflect this additional support for Licensed Software and/or Oient Customized Software and update accordingly Appendix D hereof.
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4.3 If, at any time during the Initial Term or any Renewal Period, the payment by Customer to CGI of the Support Fees or any other undisputed amount payable hereunder is in arrears of forty five (45) days or more, CGI will send written notice to Customer that CGI may terminate Support Services under this Agreement. When CGI sends such written notice to Customer, Customer shall have thirty (30) days in which to pay all such arrears and all interests due. If Customer does not pay all arrears within such thirty (30) day period, CGI shall have the right to cease supplying Support Services to Customer without further notice or delay. CGI shall have the right to recover payment of all undisputed amounts due under this Agreement at the date of termination, notwithstanding any termination of the Support Services under this Section.
4.4 The support fees are inclusive of all federal, state, provincial, or local sales taxes based on the percentages contained n Appendix D. The annual Support Fees shall be adjusted in accordance with Section 4.6 if tax rules change ..
4.5 Any undisputed amount not paid on or before its due date shall bear interest at a rate of three quarter percent (0.75 %) per month not compounded (9% per annum) or the maximum allowed by law whichever is less, calculated monthly, not in advance, from the date payment is due until the date full payment is made.
4.6 The Customer's Public Utilities General Manager (''Public Utilities General Manager) or her designee is authorized to approve additional expenditures not to exceed Fifteen Percent (15%) of the Appendix D of the total amount of annual support services (including amounts for Renewal Period amounts) for Additional Services. CGI or Customer may initiate a request for Additional Services through a written request called a Change Order Request The other party shall review and approve or reject the Change Order Request in a timely manner. After initial approval of any Change Order Request, the Public Utilities General Manager or her designee shall review all Change Order Requests, and, so long as the Public Utilities General Manager or designee determines in her sole discretion that the Change Order Requests is required for the Support Services, the Public Utilities General Manage or her designee shall approve it and issue a Change Order.
5. Terms And Conditions Of Service
5.1 CGI shall only be responsible for provision of Support Services for the Release of the Licensed Software and for the Client Customized Software.
5.2 If a correction or work-around is not available to resolve a Defect on the Release of the Licensed Software installed at the Customer's site, the correction of the Defect will be done, unless otherwise indicated by CGI, on the Release of the Licensed Software then initiais
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currently supported or through the releases of a Service Pack or a Minor Releases of the Licensed Software.
5.3 Customer may purchase additional Client Customized Software during any support period. Support Services relating to such additional Client Customized Software may also be acquired upon mutual consent of the parties.
5.4 The Customer retains the right to migrate to the latest Release of the Licensed Software while this Agreement is still in force.
5.5 If the installation of any Release to the Licensed Software or any additional Client Customized Software requires a modification to any interface or any Client Customized Software, or to any component of the Designated System, CGI will provide Additional Services, as agreed with the Customer, so as to make, or assist the Customer in making. such modification. Failure to make such modification shall relieve CGI of its obligation to provide Support Services hereunder.
5.6 If Customer wishes to change the Designated System to a system materially different than that set forth in Appendix A, it shall notify CGI in writing, provided however, that in no event shall CGI be obligated to provide Support Services for the Software if used with software programs or hardware items not then generally supported by CGI. Upon receipt of such written notice, CGI will provide to Customer an evaluation of the time and costs relating to the analysis of the impact of such proposed modification or transfer of the Designated System on the related Support Services, including whether or not CGI will be able to continue to provide Support Services. Any such modification may result in an increase in the applicable support fees.
5.7 To the extent that the Support Services are impacted as a result of:
5.7.1 any need for training, need for data conversion, or problems due to erroneous data;
5.7.2 any configuration (other than the Software) or use (other than described in Appendix A hereto);
5.7.3 any environment, software program (other than the Software) or hardware items not listed in Appendix A;
5.7.4 any defect affecting a software program (other than the Software) or hardware equipment constituting the Designated System and not listed in Appendix A or any failure caused by the Customer's system network;
5.7.5 the operation of the Designated System in environmental conditions outside those currently prescribed by the manufacturer or supplier of any of its components as acceptable for installation and maintenance purposes; Initials
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5.7.6 the failure by Customer to keep the Designated System properly maintained in accordance with standards of maintenance prescribed by any manufacturer or supplier;
5.7.7 any act or omission by Customer or any third party;
5.7.8 the failure by Customer to follow CGI's instructions as provided from time to time;
5.7.9 the Software being serviced, supported or modified by anyone other than CGI;
5.7.10 a force majeure set forth in Article 11; or
5.7.11 any event which might alter or modify the performance of any component of the Software or the Designated System, including · without limitation, power failures and malfunctions of air conditioning or heating systems.
CGI shall, promptly upon becoming aware of the occurrence of an event listed above, send the Customer a notice containing (i) CGl's assessment of the impact of such event on its ability to continue to provide the Support Services, and (ii) a description of the Additional Services, if any, required as a result thereof. If the Customer disagrees with CGI's assessment, the matter shall be submitted to the dispute resolution mechanism contained in Section 9.3. Otherwise, the Customer shall, within 60 days of CGl's notice, take the necessary measures to ensure that CGI is able to resume providing the Services.
5.8 If it is determined that CGr has provided Support Services as a result of an event mentioned in Section 5.6 or from any other cause not directly related to the Software, CGI shall have the right to charge Customer for Additional Services spent servicing the problems (regardless of the impact of its intervention); provided the Additional Services are approved by Customer.
6. Customer Representations And Warranties
6.1 Customer represents and warrants that it is the owner or licensee of each and every component of the Designated System and that it has been granted all necessary rights by its lessors or licensors to enter into this Agreement and shall maintain such rights throughout the term of this Agreement so that CGI may perform its obligations without breach or infringement of any Idnd. CGl's representations and warranties in respect of breaches or infringements of intellectual property rights shall be governed by the Software License Agreement entered into between the parties.
6.2 Customer shall, at his own expense, implement all reasonable solutions provided by CGr in order to correct a Defect or avoid a problem. CGr disclaims all liabilities incurred if these solutions are not implemented by Customer.
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7. ',AI arranty
7.1 COl warrants that the Support Services provided hereunder will conform to the quality standards generally accepted in the industry for similar services by similar entities and that the personnel performing the Support Services will be competent and qualified.
Reasonable prudence and diligence will be used by CGI in order to carry out its obligations hereunder. Save as hereinabove provided, COl makes no further warranties, representations, or conditions whatsoever with respect to the services to be performed hereunder, either express or implied by statute (including the warranty against hidden defects) or otherwise in law or in equity or from a course of dealing or usage of trade.
COl does not warrant that the Support Services will ensure that the operation of the Software will be error free or uninterrupted and COl does not guarantee that all Defects will be corrected.
8. Limitation Of Remedies
8.1 Nothing in this Agreement shall exclude or limit the liability of either party for death or personal injury caused by its negligent acts or omissions. Furthermore, each party shall indemnify the other as well as any of its officers, employees, agents or subcontractors for damages awarded on account of death or personal injury caused by its negligence.
8.2 COl shall not assume any responsibilities and liabilities arising in connection with problems not attributable to a Defect affecting the Software. 83 No party, nor any of officers, employees, directors, agents or subcontractors shall, under any circumstances whatsoever and whether a claim is based on breach of contract or warranty, negligence, strict liability in tort or otherwise or arises under any other doctrine in law or equity, be liable to or have to indemnify the other party for indirect, special, incidental, punitive and consequential damages as well as for loss of use, loss of data, loss of profits, loss of bargain, loss of business, loss of revenues, loss of anticipated savings, lost opportunities, out of pocket expenses, loss of investment, costs of replacement and wasted expenditures arising directly or indirectly out of or in connection with this Agreement, including without limitation all such damages and losses resulting from any mistakes, errors, delays, Defects, failures, defaults, interruptions, the use or operation of the Software, or generally any acts or omissions.
8.4 COl shan not be liable to or have to indemnify the Customer for any damage, arising, directly or indirectly out or in connection with a breach of information system security, wrongful or prohibited access to any information systems and any use, act, interception, omission or manipulation of information systems and data. Customer shall be responsible for the security of all its information systems, including the implementation of security measures such as user authentication, data encryption, firewalls, system initiais
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monitoring, anti-virus procedures, physical and procedural impediments to the inappropriate use or access of its infonnation systems.
8.5 The total and cumulative liability of either party to the other party arising from or in connection with this Agreement for all claims and series of claims notified during any given contract year (whether such liability arises from breach of contract or warranty, negligence, strict liability in tort or otherwise or under any other doctrine in law or equity) shall under no circumstances exceed the amount representing the annual Support Fees actually paid by the Customer to CGI in such period.
8.6 Each party agrees to indemnify, hold harmless and defend the other party from and against all liability, loss, costs, damages or expenses arising from or in connection with any violation or infringement by itself, its employees, directors, officers, agents, customers, suppliers, subcontractors or consultants of any right or title, including patent, copyright, trade secret, trademark rights and disclosure of confidential infonnation related to the Software (including Updates and Upgrades) or the Documentation and resulting from the such party's failure to take all necessary measures to adequately protect the Software and the Documentation or any confidential infonnation of the other party.
9. Default
9.1 A failure by either party to comply with any tenn or condition of this Agreement shall entitle the non defaulting party to give to the other party written notice requiring it to cure such default.
9.2 If the alleged default has not been cured within thirty (30) days following receipt from the party alleging the default, then the defaulting party shall immediately submit to the other party a plan of action including, where relevant, time scales and specified delivery dates, to cure the alleged default.
9.3 If the proposed plan is not acceptable to the party alleging default, the parties shall promptly begin to negotiate resolution of their disagreement. If an agreement is not reached within ten (10) days after notice by the party alleging default of its refusal of said plan, the parties shall refer the disagreement to their respective senior manager in charge of the operation of the Software and Designated System for resolution of said disagreement through negotiations. Should these negotiations fail and no plan of action is agreed upon by both parties within fifteen (15) days of the beginning of the negotiation between the two (2) officers or any other delay agreed upon by the parties, only then shall the alleged defaulting party be considered in default hereunder, and the party alleging default shall be entitled to tenninate this Agreement. initlais
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9.4 Upon approval of the plan of action or successful outcome of the negotiations as contemplated in Section 9.3, both parties shall resume their undertakings under this Agreement, as amended by such plan of action or these negotiations. The delays incurred by reason of such amendment shall not give rise to any liability, be construed as a default or otherwise trigger the termination of this Agreement. If the parties are unable to agree on a plan of action, any party may submit the dispute to a court in accordance with Section 11.11.
10. Termination
10.1 This Agreement shall terminate immediately and automatically if either party enters or is placed into receivership, is declared bankrupt, ceases to carry on business or is wound up.
10.2 The following obligations will survive termination of this Agreement for any reason:
(a) all obligations relating to indemnification and protection of proprietary rights; (b) all obligations to make payments of amounts that are or become due under this Agreement prior to termination; and (c) all provisions regarding the limitations of warranty, remedy and liability. (d) all obligations under the Confidentiality and Non-Disclosure Agreement previously signed by the parties.
10.3 This Agreement shall terminate if a party is in breach of a material obligation, provided that the provisions detailed in Article 9 have been fully exhausted, and that such breach has not been cured by the defaulting party within thirty (30) days from the receipt of a written notice describing the breach of a material obligation hereunder.
10.4 This Agreement may also be terminated in accordance with the terms and conditions set out in Appendix c.
11. General
11.1 All monetary references are references to $US dollars.
11.2 Neither party shall be liable for delays or failures in performance resulting from acts beyond the control of such party, including but not limited to force majeure, including acts of God or of the public enemy; civil war; insurrections or riots; acts of war; acts of government; acts of terrorism; fires; floods; storms; explosions; earthquakes or accidents; unusually severe weather; epidemics or quarantine restrictions; strikes or labour troubles causing cessation, slowdown or interruption of work; failures or fluctuations in electrical power, heat light, air conditioning or telecommunication equipment; and other similar events, or any event referred to above preventing a subcontractor from performing its obligations under a subcontract.
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11.3 Notwithstanding the above, either party may assign this Agreement to its parent corporation or an affiliate within that party's group without the other party's prior written consent.
11.4 If any provision of this Agreement is declared by a court of competent jurisdiction to be invalid, it shall be severed from this Agreement and the other provisions shall remain in full force and effect.
11.5 A term or condition of this Agreement can be waived or modified only with the written consent of both parties. Forbearance or indulgence by either party in any regard shall not constitute a waiver of the term or condition to be performed, and either party may invoke any remedy available under this Agreement or at law despite such forbearance or indulgence.
11.6 CGI shall be an independent contractor in the performance of this Agreement. No right of supervision, requirement of approval or other provision of this Agreement and no conduct of the parties shall be construed to create a relationship of principal and agent, partners or joint venturers between the parties, or joint employers with CGI's employees. All personnel provided by CGI shall be and shall remain the responsibility of CGI. All payroll and other deductions relating to CGrs employees shall be the responsibility of CGI. CGI shall, at all times, be fully responsible for its acts or omissions, as well as those of its employees or subcontractors. Unless specifically provided elsewhere herein, nothing contained in this Agreement is intended for the benefit of any third party.
11.7 Any notice, demand or other communication required or permitted to be given to either party shall be in writing and either personally delivered by hand or delivered by prepaid courier or sent by electronic means such as facsimile or electronic mail, charges prepaid and confirmed by prepaid registered mail. Any notice personally delivered or delivered by courier shall be deemed received upon delivery. Any notice sent by electronic means shall be deemed received when the sending terminal confirms that the notice was received by the receiving terminal. Any notice required or permitted to be given to either party shall be delivered or sent to their respective addresses specified on the first page hereof and to the attention of the individual who signed this Agreement. The address at which notice may be given to a party may be changed as provided in this Section.
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ToCGI: CGI Technologies and Solutions Inc.
1350, Rene-Levesque Blvd. West, 15th Floor
Montreal, Quebec, Canada
H3G 1T4
Attention: Richard Gobeil
Fax: 514-415-3999
To the Customer:
With copies to:
ANAHEIM Secretary/City Clerk
City of Anaheim
200 S. Anaheim Boulevard, 2nd Floor
Anaheim, California 92805
FAX No. (714) 765-4105
Marcie L. Edwards
Public Utilities General Manager
City of Anaheim
201 S. Anaheim Blvd., Suite 1101
Anaheim, CA 92805
FAX No. (714) 765-4138
11.8 This Agreement and any appendix attached hereto, when signed by both parties contain the complete and exclusive statement of agreement between the parties, supersedes, overrides and extinguishes all prior and contemporaneous agreements, understandings, proposals, negotiations, representations or warranties of any kind whether oral or written with respect to the subject matter hereof. No oral or written representation of any kind which is not expressly contained in this Agreement shall be binding upon CGI or Customer and has been relied on when entering into this Agreement.
11.9 The provisions of this Agreement shall be deemed incorporated into all purchase orders issued by Customer for Support Services and supersedes all tenns and conditions mentioned or referred to therein.
11.10 Headings are inserted for convenience of reference only and shall not be used for the purpose of interpreting this Agreement.
11.11 All disputes arising under or in connection with this Agreement (whether they arise from breach of contract or warranty, negligence, strict liability in tort or otherwise or Initials
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under any other doctrine in law or equity) shaH be exclusively submitted to and decided by the courts of Orange County. California.
11.12 Each party waives all defenses of lack of personal jurisdiction and forum nonconveniens. This Agreement shall be governed by and construed in accordance with the laws of the California. without giving effect to the principles of conflicts of laws.
IN WITNESS WHEREOF. the parties hereto have executed this Agreement on ____ _ City of Anaheim CGr Technologies and Solutions, Inc.
Per: ___________ _ Per: _ __________ _
Name: Name:
Title: Title:
Per: ______________ _ Per: _____________ _
Name: Name:
Title: Title:
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Software Support:
CGI will provide support for its solutions in the event of application defects or failures. The CGI application suites do not provide specific support for virtualization solutions such as VMware. If a given application failure cannot be replicated in the native operating system, outside of a virtual environment, limited support will be provided, at CGI's discretion, in the resolution of issues related to the operation of VMware as opposed to issues related to the operation of CGI's software solutions.
Use o/Virtualization/or Production Environment:
The CGI solutions are not certified for operation on virtualized environments using VMware or any other virtualization solution. The certification of CGI's solution is related solely to the version of the native operating system, and not to the hardware, virtual or physical, that it is deployed upon. CGI provides a recommended hardware configuration for the server-side and client-side installation of its products which specifies processor speed and count, operating system type and version and quantity of RAM. If implemented under VMware this recommended configuration should be installed on a dedicated VMware instance. To ensure proper system performance, CGI does not recommend the deployment of the Oracle databases required by its products under VMware or any other virtualization solution.
Designated System - "Production II Environment
Hardware:
- . .... . '.
Mobile Lite Application Server , -'. ; - --.serv~r
'.
.' ·; .. ~ ~t ~ 'I?ro~e$sc)r (1) Six Core Intel Xeon
,'--.
MeinorY 12 GB "
.. . ,. - ........ _: . . Storage 2 x 146GB SAS Raid 1+0 . . '. ' "0;' •
OS- Windows 2008 64 bit Enterprise Edition
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' .. Server
. ', '
'.Processor
" Memory
~ ( : ' .
Storage
":,,:: ... ,'. ;, 05
. . , .. Database
~':.
.;. - '~ ~ -.
D kt es Op
Hardware
.. ' . Processor
....... : .. J ",
MemQry
... 'Storage
", .. :.: .... -,- ' 05 . ,
", ,".'.'. . Video
-' . Monitor
Mobile Units
,-,; ., .. os
'. -,:. '., ' . Optional ·
.. cOmmUllication
Mobile Lite Database Server
(2) Quad Core Intel Xeon
16 GB
2 x 146GB SAS Raid 1+0
Red Hat UNUX supported by Oracle.
Oracle Enterprise Edition 11g R2 with Oracle
Real Application Cluster (RAC) 11g R2
Desktop Computer
1 Intel Xeon Quad-Core (2.66 Ghz)
6 GB
500GB SATA
Windows 7 - 64 bit
NVIDIA Quardro 600
Two 19 inch Flat Screens SXGA 1280x1024
Personal Digital Assistant (PDA)
SmartPhone Savvy
Windows mobil 5 or 6
Bar Code Reader
Cellular Carrier or WiR
Software Support Agreement (SSA)
Appendix A
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Appendix B -Evergreen Plan
Support Services
1 . Description
1.1 Services
AppendixB
(a) A phone-in service for the provision of advice regarding Licensed Software Defect, determination and resolution.
(b) Support services include the diagnosis of the Software Defect, correction of Software Defect in the current Release, correction by way of any Support Services, by the release any Minor or Major Release, the provision of temporary by-passes and workarounds or any other means;
(c) Calls may be placed by an Authorized Customer's Representative seven (7) days a week, twenty-four (24) hours a day;
(d) Technical advisory services by a designated CGI Service Manager for overall investigation of maintenance and service issues on operational matters; (e) Availability of access to online and remote 'Defect Tracking System' (iTrack); (f) Availability of access to online documentation;
1.2 Continuous improvement
CGI shall provide to the Customer, while the support contract is in effect and at no additional cost, when generally made available to all CGI's customers, Minor and Major Releases of the Licensed Software as well as updates to Documentation, as the case may be. New software modules and new products will be treated as optional and will be provided once a mutual agreement has been reached as to the applicable terms, conditions and costs. Customer shall be responsible for making a number of copies equal to the number of licenses granted.
2. Customer Support Process
2.1 Responsibilities
CGI's Customer Support Center is responsible for:
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Software Support Agreement - Customer and CGI Appendix B First level follow-up on calls received at its phone-in service; Receiving all Customer queries and Defects in a timely and expedient manner, as long as they are related to the support of the Software operating on the Designated System.
Assigning a CGI reference number to the Customer after the request has been analyzed.
Logging all calls into the Defect Management System.
Reviewing all incoming voice-mail, e-mail, faxes, and telephone calls addressed to the Customer Support Center.
Transferring the request to the QNQC department for analysis.
Tracking the request to ensure that the Defect is being serviced as defined below.
Closing the request after the Customer has agreed that the Defect was corrected.
3. Support Manager Services
The role of the CGI Support Manager is to provide technical advisory services for overall investigation of maintenance and service issues on operational matters. In particular, the CGI Support Manager's role is to:
Provide technical advisory services to the Customer relating to the CGI Software and support services;
Conduct one survey per year at Customer premises.
4, Software Trouble Reports And Priority Levels
4.1 Process for reporting Defects in the Software and assignment of priority level Upon encountering a Defect, Customer will gather as much information as possible pertaining to the specific Defect and forward it on to CGI's Support Service Center.
This information will include: detailed description of what the user and/or system was doing when the Defect was encountered, how specifically the user (or the system) was impacted when the Defect was encountered, what (if any) actions were taken either by the user or Customer Software support, copies/dumps of any specific data related to the Defect, as appropriate. Due to the criticality of certain Defects, the initial report of a Initials
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Software Support Agreement - Customer and CGI Appendix B Defect may not include all pieces of infonnation available. However, all available information will be forwarded to CGI as soon as possible.
4.2 Response time
Within 15 minutes of receiving a call for a PI or P2 Defect (as defined in Section 4.5 of this Appendix B) via the CGI Hot-Line Number (refer to Section 6 of this Appendix B) and within seventy-two (72) business hours of receiving a call for a P3 or P4 Defect (as defined in Section 4.5 of this Appendix B), CGI shall confirm to the Customer's Authorized Representative that it has received notification of the Defect. CGI shall then service any reported PI and P2 Defects as described in Section 5.1 of this Appendix B and any reported P3 and P4 Defects as described in Section 5.2 of this Appendix B.
4.3 Software Trouble Report
A Software Trouble Report (STR) is used to report any system Defect. It is initiated by the Customer and includes a detailed description, as specified in Section 4.1 of this Appendix B, of all encountered Defects. Also included is CGI's reply containing infonnation about the resolution (as specified in Sections 5.1 and 5.2 of this Appendix B). The STR number shall be used for tracking through assessment, diagnostic, resolution (if appropriate) and incorporation into subsequent Releases of the Software.
Within two (2) business days, CGI will log the reported Defect and communicate in writing a Software Trouble Report ("STR") number for the Defect. In case where Customer feels that the Defect has been improperly prioritized by CGI, Customer will promptly state its objection to CGI in writing and the parties will enter into discussions to determine the priority level to be given to the Defect for the purposes hereof.
4.4 Prime Contact
A Prime Contact will be designated by CGI to oversee the diagnosis and resolution of any Customer support issues. Once a call is placed, the Prime Contact will plan and manage the resolution of the Defects with the Customer. initials
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Software Support Agreement - Customer and CGI Appendix B
4.5 Priority Levels
Five priority levels are applied to Defects logged into CGl's Tracking System to detennine the required level of intervention and type of Support Services. The priority levels are:
Priority Description
Levels
PI Fatal Software component is not operational. This is a production-limiting problem with no known work-around.
P2 Critical Errors that result in a lack of Software component functionality or that cause intermittent system failure. This is a production critical problem.
P3 Non-critical Errors that cause non-critical Software component features consistently to malfunction. End Users are not able to use certain functionality with the Software, but have a defined work-around to continue their operations and not inhibit production.
P4 Minor Errors that cause attributes and/or options of Software component programs not to operate in accordance with is a nuisance to the End Users, but is not a production-limiting problem of the Software.
P5 Suggestion Suggestions and requests for enhancements of the Software. This includes gaps between Software design and customer business requirements.
5. Service For Defects
5.1 Support Service for PI and P2 Defects
For PI Defects, a diagnostic shall be made and a solution or work-around acceptable to Customer shall be scoped as quickly as possible, but not to exceed four (4) hours from the time the CGI software technician has identified the Defect.
For P2 Defects, a diagnostic shall be made and a solution or work-around acceptable to Customer shali be scoped as quickly as possible, but not to exCeed twenty-four (24) hours from the time the CGI software technician identified the Defect.
PI Defects shall be serviced by CGI continuously so that the scoped solution or work around acceptable to Customer can be implemented in a timely manner. initiais
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Software Support Agreement - Customer and CGI Appendix B CGI shall fix PI and P2 Defects promptly and shall ship software fixes or Updates at the agreed to frequency.
The fixes or Updates provided by CGI shall be deemed accepted by Customer within ten (10) days of their delivery unless such fixes or Updates prevent the Software from performing its main intended functions as specified in the Documentation. In this event.
Customer shall communicate to CGI in writing with the reasons for its refusal of the fixes or Updates. Customer shall be responsible for testing of fixes or Updates and for determining the appropriate time to deploy them into production.
CGI and the Customer shall assign a ~ingle point of contact for PI and P2 Defects.
Status updates shall be provided within a time frame to be mutually agreed by the parties at the time the Defect is reported. Status infonnation reported shall include the estimated time of resolution, the nature of the Defect and the assignment of personnel.
Status information shall be provided as required by Customer on a case by case basis.
If required, upon determining the Defect. CGI shall provide to Customer an evaluation of the time and cost. if any, required to correct Defects or to apply corrections or workarounds.
5.2 Service for P3 and P4 Defects
Support Services for P3 and P4 Defects are handled through CGl's Customer Support Center during CGl's normal business hours. The Customer is either directed to an Application Support representative for help in the use of an application or the call is recorded as a Defect in the STR database.
P3 and P4 Defects will be addressed as described below:
P3: Commercially reasonable efforts to resolve within three (3) months of being reported;
P4: Commercially reasonable efforts to resolve within six (6) months of being reported.
In cases of P3 and P4 Defects, the Customer and CGI may mutually agree to prioritize for inclusion appropriate Defect Resolutions in scheduled Production Rollouts.
5.3 Service for P5 Defects
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Software Support Agreement - Customer and CGI Appendix B P5 Defects or any enhancement suggestion shall be transmitted to CGI in writing.
These defects or enhancements shall be reviewed by the CGI solution manager. When requested by several customers, they shall be presented to the CGI's user community to decide whether they shall be included in future releases.
5.4 Acceptance of fixes
The fixes or Minor Releases provided by CGI as resolution of reported Defects in the course of the Support Services shall be deemed accepted by the Customer after being put into production or at a date mutually agreed after customer acceptance testing has been completed whichever occurs first. Customer shall be responsible for testing of these fixes or Minor Enhancements and for determining the appropriate time to deploy them into production.
6. Hot-Line Service Cycle
The Customer Support Center can be accessed either in French or English via the following methods. For PI and P2 Defects, the Hot-line number must be used in priority to ensure a 15-minute response time.
• Hot-line number (for PI and P2 Defects): 1-877-634-7978 • Customer Support number - P3, P4 and P5 Defects: 1-800-390-6033 ext. 1012727 II Fax: 514-415-3999, attention: Customer Support Centre, 3rd floor II E-mail: [email protected]
7. On-Line Services
CGI provides access to an extranet page where the following are available:
Links to a newsletter, white papers and all available Software documentation.
Information on the User Group conference and the related documentation can also be accessed.
Access to the CGI Defect tracking system and current database in which the Customer's Authorized Representatives can view information on Customer-specific Defects and information about their resolution.
Initials
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Software Support Agreement - Customer and CGI Appendix B
8. Call Handling General Process Flow
CGI has the infrastructure to support Customer in configuration, installation and implementation of CGr s solution. The following flowchart shows how Customer's incoming calls are processed within CGI's organization. no
I'I&Oupdales
Information 10
R&D updates 1----+\ Custom ... SLwort 14----- -----'
so/lWare Center
Software Support Agreement (SSA)
Initials
I
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Software Support Agreement - Customer and CGI Appendix C Appendix C
Term/Specific Conditions
The Effective Date of this Agreement is a day of the expiration of the Warranty Period; provided, the Parties have executed this Software License Agreement.
The Initial Term of this Agreement commences on the expiration date of the Warranty Period and continues for three (3) years thereafter.
The Renewal Period of this Agreement is 12 months after the end of the Initial Term or subsequent Renewal Term so long as the Agreement has been extended in accordance with Article 3.
The Release Support Period starts on the Effective Date and ends on three years after the expiration of the Warranty Period.
The Customer shall have the right to terminate this Agreement as set forth in Article 3, provided however that, if the Customer has ordered a new Version under an Agreement including new Version(s), prior to the sending of sQch termination, the Customer shall pay to CGI, by way of lump sum payment, an amount equal to $7,600.00 per remaining contract year until the expiry of the Initial Term (pro rated for any portion of year). initialS
Software Support Agreement (SSA) 1
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Software Support Agreement - Customer and CGI Appendix D Appendix D
Summary Of Support Fees
Product Name Annual Price
PragmaCAD v5.4 with Auto-Dispatching $22,971.00
Work Optimization $4,750.00
Availability $2,850.00
TOTAL: $30,571.00
Prices contained herein shall be adjusted yearly, starting on the first anniversary of the Effective Date, on the basis of the Consumer Price Index (CPl). The "CPr' to be used in such calculation is the Consumer Price Index, All Urban Consumers (All Items), for the Los Angeles Anaheim Riverside Metropolitan Area, published by the United States Department of Labor, Bureau of Labor Statistics (1982 84 = 100). If both an official index and one or more unofficial indices are published, the official index . shall be used. If said CPI is no longer published at the adjustment date, it shall be constructed by conversion tables included in such new index.
12. Travel Expenses
The Customer agrees to reimburse CGI for the following travel and per diem expenses:
• Air Travel: Air travel on assignments should be at the lowest possible coach or economy fares available that permits travel at reasonable times and with reasonable itineraries.
Airfare and associated taxes are expensed to Customer account. \: Hotels: CGI will select business class hotels in the vicinity of the Customer's offices or other Customer-approved locations. CGI will endeavor to negotiate the best available rates. • Auto rental expenses, including gas and the associated taxes. • Per Diem Meals and Incidental Allowance total shall not exceed $45 a day. initials
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Software Support Agreement - Customer and COl AppendixD COl will bill per diem expenses for meals and incidental expenses while traveling to the Customer site or other Customer approved travel.
The table below outlines the approved per diem expenses for travel. # Item Description
, :: ..
I Meals While COl Resources are away from their home offices, traveling on Customer business related to the Support Services, a daily meal per diemis charged to the Customer. .
2 Incidental COl Resources may incur additional non-meal related costs for Allowance personal expenses while away from their home offices for travel related to the Support Services. This allowance is intended to cover minor costs such as laundry, personal items of necessity, short term parking meters and other personal travel related expenses that are incurred in the course of out of town travel.
Initials
Software Support Agreement (SSA) I
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Software Support Agreement - Customer and CGI AppendixE Appendix E
Authorized Customer Representatives
, . .. .. .. . '. . Title -:,." .. '.' . . .. ' .. . Name , . ... ,,~~ ".' ~ .. co. c, " ." . , : • " ,:.: :."=. ~;' ' ... .' .. ,;: . . . . -',"4 ",' . . .
Mark Lopez Information Systems Manager
Agustin Preciado System Information Analyst ill
Vicky Castillo System Information Analyst I
Rick Gomez Field Supervisor
Bob Blair Field Dispatcher
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Initials
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Master license Agreement - Customer and CGI
EXIImIT40F
MASTER LICENSE AGREEMENT
FUNCTIONAL MATRIX
[ATTACHED BEIDND THIS PAGE)
Master License Agreement-
Exhlbt 4 - Fundlonal Matrix
18.0 Mobi!e Work Management
I. Functionality Nemeof Syatem
Req uirement D •• crlption Vendor R •• pon.e Included In Dr Modul. That Vendor Notel Prlc.? (VB Dr Provid •• Thl.
No) Functionality
- -...... . ,-;-'=""' , ~-
18.00, 00 Mkjblle Work ..,a.nilgemenl • GII'lere'
18.00.01 At a minimum, the proposed solution provides ror the following real-time mobile solutions including but not limited to:
a) Dispatch 25 YES PragmaCAD At the core of the CGI WFMS solution Is our centerpiece dispatching application
PragmaCAD, a powerful data-routing
tool comprised of several modules Itlat
collaborate to process dlspatch-related
information. PragmaCAD·accepts job
requests from a variety of sources and
routes the inrormatlon to the relevant
18.00.02 department and the right dispatcher .
The sortware provides all dispatchers
with the automated tools necessary to
effectively manage field crew work from
the simplest to the most complex,
whether common or emergency.
b) Inte llJgent routing 25 YES PragmaCAD The Route Optimizer attempts to minimize the travel time of a given
crew, taking Into account the order of
business priorities (I.e. Emergencies
always IIrst; lixed appOintments next,
ete). It wllJ flag any onders that are
determined to be outside expected
parameters, like travel time that
exceeds shift duration, for example.
The Route Optimizer will also
reformulate crew routes based on real-
time operational activities. Travel-time
18.00.03 calculations are handled by MS
MapPolnt and routes are displayed on Z!
MapPolnt-generated map.
c) Sched uling of appOintments 25 YES PragmaCAD Can schedule appointment with crew at speCific time . However, the PragmaCAD
Availability module Is available as an
18.00.04 option (to be purchased) to manage
time buckets for automated resource
allocation.
d) Resource Management Optimization 25 NO PragmaCAD The 2 following PragmaCAD modules: , Availability and Forecasting are
18.00.05 available as an option (to be
purchased).
e) Automated Vehicle Location Services (AVLS) 2S YES PragmaCAD Requires laptops In trucks. When non
18.00.06 GPS devices are used, location of crew
Is set to last known ON SITE location.
f) Field automation (e.g ., Platform for developing specific field 25 YES PragmaCAD System Is fully user conflgurable with workflow applications to further automate and Improve field regands to job types, field reports and crew productivity using the utility's CIS and GIS). can be Interfaced through XML API.
Ref .... to proposal for proposed
configuration and training assumptions.
18.00.07 Anaheim Is responsible for actual
configuration .
The UDF are available on PDA's
however the container Is only available
on Laptops.
System must be able to send and receive work / service onder 25 YES PragmaCAD The standand PragmaCAD XMI./Web requests from the proposed CIS. Services API Is provided. S&S or Anaheim will use this API to develop
18.00.08 the necessary Integration via an ESB
architecture. CGI wiii provide two week
training for two resources on how to
utilize the API.
System must be able to send and receive work / service onder 25 YES PragmaCAD Interfaced through XML API/web
18.00.09 requests from other utility systems (work onder management services . ,,,,,",,,.,.,,. etc.)
18.0 Mobile Worl< Managemenl
ExhIbn 4 - Fu_ Matrix
I
Is Funalonallt, Name of System
Requirement DHcriptlon Vendor Response Included in or Module That Vendor Nota Prlca? (Yes or Provides This No) Functionality
r---- -.- Sy ~ tem wilt allo w for the creation of ~ork or der s fr om wjthm 10 NO PragmaCAD Functionality not M ailable on PDA
18.00.10 workforce mobili zatIOn svstem.
System will be able to complete work in workforce mobilization 25 YES PragmaCAD The standard PragmaCAD XML/Web .,- system and close order in source system (CIS, work order Services API Is provided. S&S or management system, etc.) Anaheim will use this API to develop
18.00.11 the necessary integration via an ESB
architecture. CGI will provide two week
training for two resources on how to
utilize the API.
System can, in real-time, review and update event, crew, 25 YES PragmaCAD
18.00.12 personnel, and equipment Information maintained In the dispatch environment.
System will manage the orders to Insure that all orders for a 25 YES PragmaCAD lS.00 .13 single property are logically grouped (or not), worked and closed.
System will provide that orders are not required to be 25 YES PragmaCAD Non geocoded calis must provide a lS.00.14 associated with a premise and can be pointed to Intersections, long/lat value to be positionned on parcels, specific locations, etc. mapping views .
Syst e m will prOVide a '~ store and forward " (jbility to ensute no 10 NO PrdgmaCAD Functionality available 'In Laptop but 18.00 15 orders are lost. not on ~DA System will provide for on-line, real-time Dashboards that 25 YES PragmaCAD Ali those functions can be achieved on assist with operations expense management, Intelligent a dispatch workstation. There Is no web routing, AVLS, resource management, and scheduling. based dashboard Included. There Is not
18.00.16 currentiy a report for expense
management but data is available in
the PragmaCAD database to be
extracted and used by a third party
tool.
System will provide for reporting that assists with operatiOns 25 NO PragmaCAD Reporting requires third party tools. lS.00.17 expense management, Intelligent routing, AVLS, and Reports data available in Oracle scheduling. schema.
System will acquire work / service orders automatically from 25 NO PragmaCAD The EAM system can be Interfaced lS.00.lS
enterprise asset management (EAM) system in real-time through the PragmaCADXML API/web mode. services. CGI can provide Integration
services at extra cost.
18.00.19 System will support the following EAM work requests Including -, but not limited to;
a) Standard crew work 25 NO PragmaCAD The EAM system can be Interfaced through XML API/web services. CGI can
lS;00.20 provide Integration servloes at extra
cost-
b) New service line requests 25 NO PragmaCAD The EAM system can be Interfaced through XML API/web servioes. CGI can
18.00.21 provide integration services at extra
cost.
lS.00.22 c Preventative maintenance order 25 NO PraCIITIIlCAD Same as above. lS.00.23 d Ememencv . after hours work 25 NO PraomaCAD Same as above. e) !J,·.,..-deflned 25 YES PragmaCAD Job type. and field reports can be
18.00.24 I added without programming through
the configuration Interface .
System will allow work to be stored until "It can be scheduled 25 YES PragmaCAD Requires the purchase of the with a resource that Is working within the area, or when a PragmaCAD work optimization module. resource Is available.
Automated dispatch rules can be
defined to support area dispatch.
18.00.25 However, best p.-actice Is now to allow
for some crew flexibility to optimize
crew displacements. System supports
both work practice.
System will provide priority work scheduling based on current 25 YES PragmaCAD Requires the purchase or the workload and availability of resources. PragmaCAD work optimization module. lS.00.~6
Work leveling can be performed at any
time to accommodate for changes to
workload during the day.
System will acquire outage orders automatically from the OMS 25 NO PragmaCAD Our OMS system Is fully Integrated with In real-time mode. our proposed PragmaCAD solution.
lS.00.27
Third party OMS systems can be
Interfaced through Web Services / XML
API. CGI can provide integration
services at extra cost.
The svst em 'II!!! suooort the followlna OMS work requests: - "~ lS.00 .2S a) Troub le call 25 NO --"PragmaCAD The OMS system can be Interfaced
18.00.29 through XML APIJweb services. CGI can
provide Integration services at extra
cost.
lS.00.30 b Routine maintenance 25 NO PraamaCAD Same as above lS.00.31 c Power Quality . 25 NO PraomaCAD 15ame as above lS.0 .32 dl Troub leshootlnQ 25 NO PraomaCAD ISame as above
18.0 Mobile Work Management
Exhlb~ 4 - FunclionaJ Matrix
Is functlonellty Neme of Sptem
Requirement De.crlptlon Vendor Rupontle Included In or Module That VenclorNotee Price" (Yes or Provide. Thi.
No) Functionality
----:-n·- -18.00.33 e) Tree trimmlna 25 NO PraJlmaCAD ISame as above f) User-defined 25 NO PragmaCAD Job types and field reports c~n be
18.00.34 added without programming through
the configuration Interface.
System will automatocally notify field per sonnel of an ~mended 15 NO PragmaCAD Functionalit'( available On Laptop but 18 .00 .35 onIer in real-tlme . not on PDA.
18.00.36 System will automatically changp. order5 ~, directed "y 15 NO PragmaCAD Functionality available on Laptop but CI5/EAM/OM!:i and notlrV the field personnel In real-time. not on POA.
System will automatically notify field personnel of won.. onIers 15 NO Pral/maCAD Functionality dvallab lp 0n Laptop but
18.00.37 that have been re-asslgMd to them In real-time . not on PDA - ' System wllf suppoiti"uture-dated onIers for Workload, vehide, 25 YES PragmaCAD Requires the PragmaCAD work.
18.00.38 balandng, etc. optlmlzatlon module.
System will allow for an order to be assigned to multiple work 25 NO PragmaCAD This requires a PragmaCAD mUlti- groups at the same time. agency licence.
18.00.39 SYstem wUl 'ode- out cert ain service ord ers for a spedfk pen od to NO Prdgflli:1CL\D Fundionality available on laptop but 18 .00.40 01 [ime (with override) . not on PDA.
System will review work attempted but not completed, due to 0 NO PragmaCAD Typical workflow Is to lock the job until unavailable parts, Inventory, resources, altlcallty etc., to see I It can be performed. When the blocking necessary parts I resources have been received or are event Is resolved, the job needs to be available. unlocked for work to resume. External
18.00.41 system Interfaces can be Interfaced to
Implement this functionality. CGI can
provide Integration services at
additional cost.
System employs user-defined, estimated job times depending 25 YES PragmaCAD Default job completion tlmes are on the service order type. defined In the job type. This Is done
18.00.42 when job types are configured and can
be changed at any time by users with
required acceSS permission.
System employs user-defined, estimated drive times 25 YES PragmaCAD Drtve times are calculated with our
18.00.43 (reasonable expectations) for each geographic area. optimized route pre-calculator .
System will automatically update the estimated drive times 20 NO Drive times are dynamically calculated and job completion times, based on roiling averages, type of based on Microsoft Map Point road vehlde, service personnel assigned to the job, etc. network. Wrench time Is also available
18.00.44 after work is done. Users can then
gather statistics and change target
completion times manually.
System calculates estimated, time of arrival-based drive times 25 YES PragmaCAD Drive times are calculated with our of all aSSigned orders. optimized route pre-calcuiator .
18.00.45 System will allow for the utility to configure work group, 25 YES PragmaCAD Boundary based dispatching Is geographiC boundaries by order type, work group, etc. supported however best practice is to let system determine extents of CreW
18.00.46 displacements In a assignment list with
regards to geography and drive times.
Better travel optimization Is achieved
this way.
System will group orders dated for 'x' days In the future and 25 YES PragmaCAD Work Is dispatched In the future group them by proximity and by order type, for certain types according to resources deployed on of orders. that day, drive time optimIzation and
18.00.47 dispatch profile active. Note that work
leveling can be re-run at any time.
Requires the purchase of the
PragmaCAD work optimization module.
System will automatically notify the utility that the workload 0 NO
18.00.48 needs to be levellzed between field personnel In same geographic area, service center, etc.
System will automatically resequence orders to achieve all 25 YES PragmaCAD Based on crew's work progress. This Is
18.00.49 spedfied customer appointments or tlme-window done ~t the crew level. commitments and break time allowances.
18.00.50 System allows for manual modifications or adjustments of 25 YES PragmaCAD seouenced orders.
System will reroute remaining work following the Insertion of 25 YES PragmaCAD
18.00.51 an emergency or same day order.
System will support multi-branch capability with a single point NO Please provtde additional infromatlon. 18.00.52 of entrY and common database sharing.
System will allow for addresses entered Into the system as a 25 YES SkyVIEW All addresses can be geocoded to
18.00 .53 work- site, rustomer location, resource start and end location, proVide a geo-Iocatlon on a map. The or wOrk-in-progress - to be automatically 'pinned' on a map. system supports visualizing the work I on a map b~ckground:..._
18.00.54 The proposed MWM solution will Integrate with the following Isvstems. indudlno but not IImited_ to:
18.00.55 a CIS 25 YES Prl!!lmaCAD
18.0 Mobile Wor!< Management
Exhlbl 4· Functional Matrlx
,. Functionality Name of Syatem
Requirement DeKriptlon Vendor Re.pon.a Includ4td In or Module That Vendor Nota. Price? (Vas or Provjdee Thl.
No) Functionality
b) Human Resource I Labor 25 NO PragmaCAD The HR system can be Interfaced
18.00.56 tl1rough XML API/web services. CGI can
provide Integration services at extra
cost.
c) Asset management system 25 NO PragmaCAD The asset management system can be
18.00.57 Interfaced tl1rough XML API/web
services .
18.00.58 d CRM 25 NO PragmaCAD Same as above
18.00.59 e Purchasing 2S NO PrilAmaCAD ISame as above
18.00.60 fl FMIS 25 NO PraamaCAD ISame as above
18.00.61 IA) GIS 25 YES PragmllCAD Same as above
18 .00.62 h DSM OMS 25 NO PraamaCAD same as above
18.00.63 I Otl1er (Dlease sDecifv In comments 25 NO PraamaCA same as abQYe.
System supports Intelligent wor1clng rules and regulations. 25 YES PragmaCAD Dispatch conditions can be defined and grouped as dispatch profiles . The
18.00.64 PragmaCAD auto-dispatch has been
proposed as an option . This option Is
required for tl1ls requirement.
;!h .~ p.roposed MWM system is capabte of mu'tilingual supp ort . 10 t lG Pragma CAD FunLti onatitv available on Laptop but I
i 1 not on POA.
18.00.6;
18.00.66 System will provide for demand labor forecasting, Indudlng but not limited to the followlna Derlods'
a) Day ahead 2S NO Forcastlng module Need data to do trends. System needs to be In function for a significant
18.00.67 amount of time. The PragmaCAD
Forecasting Is an optional module .
b) Week ahead 25 NO Forcasting module Need data to do trends. System needs
18.00.68 to be In function for a significant
amount of time.
c) Month ahead 2S NO Forcastlng module Need data to do trends. System needs
18.00.69 to be In function for a significant
mount of time.
d) Quarter ahead 25 NO Forcasting module Need data to do trends. System needs
18.00.70 to be In function for a significant
liIIIIlIunt.lIUime,
e) Year ahead 25 NO Forcastlng module Need data to do trends. System needs
18.00.71 to be In function for a Significant
amount of time.
t) Planned event 25 NO Forcastlng module Need data to do trends. System needs
18.00.72 to be In function for a significant
amount of time.
g) Emergency or unplanned event 25 NO Forcastlng module Need data to do trends. System needs
18.00.73 to be In function for a significant
f
lamount oftlme.
h) Yearly preventative maintenance event 25 NO Forcasting module Need data to do trends. System needs
18.00.74 to be In function tor a signlflcant
amount of time.
i) SLA-compliance 0 NO Forcastlng module Need data to do trends. System needs
18.00 .75 to be in function for " slgn!flcant
amount of time.
~) User-defined 25 NO Forcastlng module Need data to do trends. System needs
18.00.76 to be In function for a significant
amount of time.
System provides a viewer for maps In tl1e vehldes to show GIS 25 YES SkyVIEW Skyview 15 based on Microsoft Map related attrlbutes (I.e., drcuits, transformers, waypolnts, etc.). Point. Additional Information can be
18.00.77 Imported and layered on the base map.
Slcyvlew Is available In tl1e truck when
Integrated to Moblite (Laptop)
System provides the ability to tum on and off layers of 25 YES SkyVIEW Skyview Is based on Microsoft Map Information. Point. This functionality Is provided as
18.00.78 part of Skyview. (Laptop only)
System provides the ability to update GIS data for later a NO SkyVIEW There are no versionnlng provisions In
18.00.79 approval. GIS data update. Date is visible to all once updated.
System allows for phase-In functionality - orders for some field 25 YES PragmaCAD Any order can be printed for personnel or some order types can be printed while others are distribution In tl1e printed form. Follow transm itted to mobile data terminals. up and status updates can be entered by a der1c that Is connected to tl1e
18.00.80 system . Order number is the key to the
Information and can be located qulcldy.
Even if order number Is not evallable,
job can be found witl1 address, job type
etc.
System supports an automated call-ahead function (interface a NO can be Implemented at extra cost.
18.00 .81 to an outbound call system) .
1 B.O Mobile Wak Management
Exhibt 4 - FuncliOllal Malrlx
I
Is Functlonalltv Name of Syltem
Requirement Description Vendo r Respon •• I ncluded In or Modul. Tha. Vandor Note. Price? (Ye. or ProvIdes This No) Functionality
System a!:ows 10r usar-deflnl!d field names and Cflllrigurah!e 10 NO PragmaCAD All labels ~ re confl9urable. A I 5;;~ labeling on ooth iha dispatch a!>pllcatlon and the mobile user can ha ve his/h e r screen layout appllcat lol1. saved and restored on 1091n ,
18.00.8?
System me ssage., and UDF are
supported with this feature. Job list,
Job Detail and other s are not.
System prevents the loss of data during synchronization. 25 YES PragmaCAO Synchronization Is completelY
18.00.83 automated and lossless. Our protocol
Insures no loss of data.
System provides synchronization and recovery procedures. 25 YES PragmaCAD Synchronization is completely
18.00.84 automated and lossless. Our protocol
Insures no loss of data.
System proVides conflict resolution procedures for 25 YES PragmaCAD Automated, no user Intervention 18.00.85 synchronizing dient and backend data Integrity conflicts. necessary.
System provides time-stamping of transactions and along with 25 YES PragmaCAD All steps and status updates 18.00.86 transaction logs. tlmestamped .
System allows for the addition of user-defined fields, without 25 YES PragmaCAD Our configuration utility enables the lS.00.87 programm ing Intervention, to store and report data. definition of User Defined Fields for Iboth lob tvoes and fI"ld nmom.
System provides data-encryption (256-bit minimum), using 25 NO PragmaCAD Proprietary encryption I~ used.
18.00.88 SSL or Similar method, during real-time communication .
18.00.89 Dispatch security IS by transaction, function and field. 25 NO PragmaCAO Packet level encryption Is used.
18.0090 System provides the ability for field personnel to change loy in ]0 NO Functionality dvailable on Laptop but asswords. not on PDA.
System proVides administrative tools for managing user 25 YES PragmaCAD Only users with ADMIN rights can
18.00.91 profiles and permissions. access admln tools.
System provides for standard statistical reports by order type, 25 YES PragmaCAD Any off the shelf report engine can be 18.00.92 field personnel, service center, etc . used (Oracle tables).
The proposed solution Includes a standard, user-friendly report 0 NO 3rd party tool Any olf the shelf report engine can be lS.00.93 writer and allows for user-defined custom reports. used (Orade tables).
The proposed MWM solution supports a ''touch screen" 25 YES PragmaCAO Windows operating system provides
18.00.94 environment for the In-truck hardware and software. support for mouse, pad, touch screen or any other windows supported pointer
'18. ~
system.
MWM fQS',,~ratJ6., .
System will provide for the following types of CIS-related
18.10.01 service orders and work requests, Including but not limited to :
25 YES PragmaCAD Typically, a job type Is created in the configuration utility for this job type.
Then a field mapping Is conHgured to
provide a one to one transfer with the
18.10.02 connected system record (In this case
CIS) All this Is done In configuration
phase. Once this Is done the external
f
system can create/modify/delete the
job type through the Web API.
a Meter read or re-read
18.10.03 b Tum-on of services 25 YES PmomaCAt Same as above.
IB.I0.04 c Tum-orr of services final or disconnect for non-pay: 25 YES PraamaCAD ame as above.
18.10.05 d Transfer of servIce final start read 25 YES PraomaCAD Same as above.
18.10.06 e Meter installation 25 YES PraJ:lmaCAD Same as above.
18.10.07 Meter removal 25 YES PraamaCAD ame as above.
18.10.0S Meter exchange 25 YES PraomaCAC Same as .move.
IB.I0.09 h Hign-bul complaint investigation 25 YES PraJ:lmaCAD Same as above.
18.10.10 i UnsDecJfled or ree-form order 25 YES PraomaCAD Same as above.
18.10.11 Arrange for Access 25 YES PraomaCAO Same as above.
18.10.12 k Back-How disconnect 25 YES PraamaCAD Same as above.
18.10.13 I Back-flow DOst onlv 25 YES Praoma ::AC Same as above
18.10.14 m Back-flow restore 25 YES PraomaCAD Same as above
18.10.15 n Can't Locate 25 YES PraomaCAD ame as above_
18.10.16 0 Check for Stuck Meter 25 YES PraomaCAD ame as above.
18.10.17 Check Service Off 25 YES PrllarnaCAD Same II_S above.
18.10.18 Check Service On 25 YES PraamaCAD Same as above.
18.10.19 r Disputed Off Order 25 YES Praama ::AD Same as above
18.10.20 s Install Coupling Lock 25 YES PreamaCAO Same as above.
18.10.21 t Install L-S-P Sea 25 YES PraamaCAD Same as above.
18.10.22 u Remove Couollna Lock 25 YES PraomaCAD Same as above. 18_10.23 v Remove L-S-P Seal 25 YES PraomaCAD Same as above.
18.10.24 w Switched Meters 25 YES PraomaCAD Same as above.
IB.I0.25 x Unsafe condition 25 YES PraomaCA Same as above.
18.10.26 VerilY Misce laneous 25 YES PraamaCAD ,Same as above.
18.10.27 z Broken G ass-Routine 25 YES PraomaCAD Same as above. lS.10.28 aa Can't Read Meter Numj!er 25 YES PraJ:lmaCAD Same as above.
IB.I0.29 ab Demand Reset Broken 25 YES PraomaCAD Same as above.
18.10.30 ac Demand~Fuli Scale 25 YES Praoma ::AC ame as abov".
18.10.31 ad Dial Arm Damaged 25 YES PraamaCAO Same as above.
18.10.32 ae I:lect Reset to Zero 25 YES PraomaCAD Same as above.
18.10.33 at' Meter Test 25 YES PraomaCAD Same as above.
18.10.34 all No Seal Test Switch Covers 25 YES PraomaCAO Same as above.
18.10.35 ah Paint On Face 25 YES PraomaCAD Same as above.
18.10.36 al Meter repair or broken lid 25 YES PraomaCAD Same as above.
18.10.37 a Diversion Investigation 25 YES PreamaCAD Same as above.
18.10.38 ak High consumDti on InvestiQation 25 YES PraamaCAD Same as above.
18.10.39 al Low consumption Investlgjltlon 25 YES Prl!llmaCAD Same as above.
18.10.40 am Smart meter Install change Inspect remove retire 25 YES PraamaCAD Same as above.
18.0 Mobile Woll< Management
Exhibit 4 - Functiona' Malrlx
Ie FunctIo nality Name of sy.tem
RequIrement Dlllcription Vendor RuponslI Included In or Module Thllt Vendor Note. PrIce i' (Yea or Prayld_ Thl.
No) FunctIonality
25 YES PragmaCAD New job types and neld report types
18.10.41 can be added by Anaheim without
programmi ng through the configuration
an) User-defined
~
r-:-""-
utility prog ram.
- '-The system provides real-time, In-field service Information to 18.10.42 CSR's for use during a customer caD Indudlng : -- ~
25 YES PragmaCAD CIS system can be Interfaced to query
all of this Information through the Web
API. This provides the ability to any
system connected to the bus to access
the Information In real time. The
18.10.43 standard PragmaCAD XML/Web
Services API Is provided. S&S or
Anaheim wID use tills API to develop
the necessary Integration via an ESB
archltecbJre . CGI will provide tw~ week
a) If tile order has been dispatched and aSSigned to field training for two resources on how to rsonnel utilize the API.
18.10.44 b Date the order Is to be worked 25 YES Praama ::AI Same 8S above .
18.10.45 c Acknowledgement that field personne Is enroute 25 YES PragmaCAD Same as above.
18.10.46 d Acknow,ea~ement that field personne Is onslte 25 YES PraomaCAD ISame as above.
18.10.47 e A completed order 25 YES PraomaCAD ISame as above.
18.10.48 All completion In ormation 25 YES Pra.llmaCAD Same as above.
18.10.49 Incom lete job Including reason 25 YES PraomaCAD Same as above. 25 YES PragmaCAD All of the job Information is available 18.10.SO h) Other (Please use comments section) through the Web API. 25 YES PragmaCAD Requires that the PragmaCAD
System will allow the CSR to select the time window for a avallabAIty module be purchased. The
18.10.51 availability functons be Interfaced with particular service order while In CIS, but the mobile- CIS. Time windows are conftgurable In computing, sub-system contains the parameters for PragmaCAD. scheduling. 25 YES PragmaCAD Requires that the PragmaCAD
availability module be purchased. The
18.10.52 availability functons be Interfaced with
System will suggest, to the CSR, alternative appointment CIS. Time windows are conftgurable In times dates and resources necessary to accomplish the task. PragmaCAD.
The CIS will provide the following Information to the MWM -. .
18.10.53 system for further use and allocation of resources induding I but not limited to:
25 Y~ Pr~gmaCAD
Job types are configured to Include any
CIS Information required by the
wor1<fiow. The way ttl,s infOf matton is
taken and returned to the CIS record is
by creating a data maPPIng
configuration. This conftguration
18.10.54 provid es the information used by the
interf ace to transfer field informati on
'rom the MWM Job to Ihe CIS record .
The UDF are available on PDA's
however the container Is onlv aV811~ble
on laptops.
a Customer name
18.10 .55 Customer phone number 25 YES Praoma::A~ ame as above.
18.10.56 c ServIce agdress 25 YES PraJtmaCAD Same as above.
18.10.57 d Service point or Intersection address 25 YES PraarnaCAD Same as above _
18.10.58 e Meter information 25 YES Pr~amaCAD Same as above.
18.10.59 Drdertype 25 YES PraJLmaCAD Same as.ilbove.
18.10.60 Or er aate 25 YES PraarnaCAD Same as ~bove .
18.10 .61 h EstImated dose aate 25 YES PraomaCAD ame as above.
18.10.62 i , Not es from CSR 25 YES Prs!lmaCAD ame as above.
18.10.63 . Kev, entry, or g~te code Instructions 25 YES PraomaCAD Same as above .
18.10 .64 k Danger Indicator 25 YES PraomaCA Same 85 above.
18.10.65 I Last meter readll!Q date 25 YES PraamaCAD Same as above.
18.10.66 m Last meter reading 25 YES Praoma<:AD Same as above.
18.10.67 n Transformer num~ 25 YES PraJlrnaCAD Same as above,
18.10.68 o GIS-related information 25 YES PrallmaCAD Same as above.
18.10.69 Estimated arrival time 25 YES PraomaCAD Same as above.
18.10.70 Landlord Information 25 YES PraJLmaCA Same as above.
18.10.71 r Account number 25 YES PraomaCAD Same as above.
18.10.72 s Subdivision name 25 YES PraomaCAD ame as above.
18.10.73 t lot number APN 25 YES !'raj/maCAD Same as above.
18.10.74 u Intersecting street 25 YES PraamaCAD ame as above_
18.10.75 v AMI-related soedflc In ormation 25 YES PraamaCA~ Same as above.
18.10.76 w Credit hiStory 25 YES PragmaCAD Same as above.
18.10.77 x Consumption history approximately 2 vears 25 YES PraomaCAD Same as above.
18.10.78 User-de Ined 25 YES PraomaCAD arne as above.
25 YES PragmaCAD Using dynamic job update through XML
Interface. Can be bl-dlrectlonal . The
standard PragmaCAD XML/Web
C
Services API IS provided. sas or
Anaheim will use this API to develop
the necessary Integration via an ESB
architecture. CGI will provide two week
System provides for a real-time, two-way exchange of CIS- training for two resources on how to related detail as described above. utilize the API.
[ U .20,OO Com)ll ute ... AltliIId Dlilpe;---~-" - ~- - I --~
18.0 MabRe WOlf< Management
Exhibl4 - Functional Matrix
Is Functionality Name of Syftem
Requirement Description Vendor RMpon.e Inc:llllled In or Module That Vendor Notes Price? (Yea or Provides Thl.
NO) Functionality
25 YES Pr~gmaCAD The PragmaCAD system Is considered a
18.20.01 computer aided dispatch system.
Prooosed system provides for computer-aided dlspatch_ ----z -I-~. ---~ -- ,..--.----Service orders are dispatched based on the following criteria, 18_20.02 but not limited to:
a) Service center 25 YES PragmaCAD Automated dispatch rules are defined as dispatch conditions. These
conditions can then be grouped in
dispatch profiles. When a profile Is
active, these dispatch conditions are
active for wori< levellng_ For example,
one could define a normal dispatch
18.20.03 profile for week days and another for
week-ends with different conditions.
Configuration of system Is
responsabliity of Anaheim. The
proposed PragmaCAD auto-dispatch
module needs to be acquired. this
module has been orrered as an option.
18.20.04 b Tvpe of order 25 YES Pra~maCAD Same as above_
18.20.05 c Phvsicallll'Oxlmltv of the call 25 YES Praam~CAD Same as above.
18.20.06 d Time ofdav 25 YES PraamaCAD same as abov~
18.20.0] e Resource availabilItY 25 YES PraamaCAD same as above. lS.20.0S Date 25 YES PraamaCAD ame as above.
lS.20.09 . Priority 25 YES PraamaCAD ame as above.
lS.20.10 h Skill sets_ 25 YES Praam~CAD Same as above.
18.20.11 I EauiDment type 25 YES PraamaCAD Same as above. lS.20.12 Vehlde reaulrements 25 YES Pra.a.maCAD Same as above.
18.20.13 k S LA-compllance 2S YES PrallmBCAD S~me as above.
I) User-defined 25 YES PragmaCAD Since dispatch conditions are
18.20.14 configurable, one can create new rules
as required.
System provide s route map display (or route evaluation , 10 NO This functlonaUty is not available on nav~gation, and traffic cong~stjon , PDA ThiS functionality Is available for I the dispatchers . ThIS functlonahry IS
18.20. 15 I
also availabl~ With Mobllte (LAptop
I based mobile solutIOn). Skyvlew
prOVides map display in the truck and
navigatton. Traffic congest jon is not
available .
System will provide for screen de-dutterlng methods that are 25 YES SkyVIEW Zoom levels can be optimized to show
18.20.16 available to assist the disp~tcher. relevant Information. Also, some Information can be set to be always
visible at any zoom level.
System will allow for selection of field personnel from graphical 25 YES PragmeCAD/SkyVIE lS.20.17 representation and vtew crew attributes, fist of orders, W locatlon __ .
System will allow for the dispatcher ta add notes or comments 25 YES PragmaCAD lS.20.18 to orders before they are dispatched in the "eld.
18.20.19 System will allow dispatcher to search for a spedfic order by 25 YES PragmaCAD order attribute. tvoe. location etc.
18.20.20 Dispatcher can adjust and balance work among field personnel 25 YES PragmaCAD Drag and drop wori<s across map and via draa-and-droD technoloav. HstvIews.
18.20.21 Dispatcher can recall orders from specific field personnel or by 25 YES PragmaCAD wori< teams .
Dispatcher has ability to move orders between service center 25 YES PragmaCAD Job lists are query based, changing the territories. query changes the jobs available for
18.20.22 dispatch on the list Job views are not
limited to territory.
Dispatcher can hold specilic orders, such as orders that cannot 25 YES PragmaCAD Any job can be locked and later
18.20.23 be completed today, but that should be wori<ed In the near released. A locked job "an not be future. worked on while locked.
18.20.24 Dispatcher Is noti"ed of new, Incamlng (same day and 25 YES PragmaCAD emeraenr:v' ard .. rs.
18.20.25 System provides status (amount of time field personnel Is at a 25 YES PragmaCAD ob etc. i uodate to dlsoatcher
System provides the ability for the supervisor/dispatcher to 25 YES PragmaCAD
18.20.26 modify the time of a time-stamped event, such as when the lIeld personnel arrived at a location
18 .20.27 System notifies field personnel of pending CIS wort< at that I"",m" Dremlse or a areml se nearbv.
$ NO PragmaCAD
Dispatcher (a n senG and receive email-type messages ~o oed I 5 NO PragmaCAO Functionality aVailable on Laptop but Hi. 20 .28 rrom the field personnel. not on PDA.
18.20.29 System notifies dispatcher of "problem" wori<, work in danger 25 YES PragmaCAD Specific alanms can be set. of not meeting the schedule etc.
Supervisor can view the completion data on selected orders for 25 YES PragmaCAD Job status can be readily seen In the lS _20_30 accuracy and completeness. job list and a simple double dick brings u!I the job detail for ~ mmplete access
to job Information.
18.20.31 System will allow dispatchers the ability to attach notes or 25 YES PragmaCAD lc!Lmm.ents to comoleted service orders.
18.0 Mobile Wak Management
Exhibit 4 - f\JnctionaI MaITtx
Is Functionality Neme of system
Requirement Description Vendor Response Included In or Module That Vendor Notes Price? (Yes or Provides This No) Functionality
System provides the ability to separate geographic areas and 25 YES PragmaCAD The system relies on job filters set for all associated order and resource Information to specific an Individual . In fact, a dispatcher will dispatcher . see only the jobs that his/her filter
lS.20.32 allows. This filtering Is not limited to
area and can Include other job details
In the nltering conditions.
System provides the ability to combine one or more 25 YES PragmaCAD AS deSCribed In lS.20.32 above, the lS.20 .33 geographic areas and allllssodated order lind resource user simply activates a job filter that Information to a single dispatcher. Includes the desired job.
System provl<Jes the abilit y for field personnel to complete an 15 NO 1 rr ct: !" :~ aCAO
18 .20 .34 order with a code that transfer s order to anotl1er ctaw/ \'ll!!d r ersonnel.
NO ·----i- p;.2!imaCAD·-T---System will allow field personnel to complete an emergency 15
18.20 .3 5 order with d code that transfer s order to anoth er clew. I System will allow completion codes to generate II follow-up 0 NO PragmaCAD Can be developped. Custom code. order. However, this Is often done In job
18.20.36 generating system such as CIS ...
System will notify dispatcher if field personnel tails to 25 YES PragmaCAD Alarms can be set for this purpose. 1S.20.37 acknowledge receipt of an emergency order in a defined time.
System warns dispatcher of emergency orders that are In 25 YES PragmaCAD Alarms can be created to do this. danger of not meeting user-defined response requirements. Alarms can be defined with many lS.20 .38 different options. Those are like
triggers on specific Job fields that
trigger an alarm.
System will support II two-way Interface that shares critical 0 Not applicable A CIS function .
18.20.39 accounting Information between the CIS and/or the FMIS applications (I.e_ FEMA reimbursements).
lS.20 .40 System provides for incident or field work data by location. 25 YES PragmaCAD If job was Input by location.
Previous entries are maintained and tracked.
18.20.41 System provides for an E911lnterface-sharlng telephone and 0 NO Can be developped by CGI at extra I Dhvslcallocatlon addresses. cost.
System will provide for location verifICation, wllere poSSible, 25 YES PragmaCAD Geocodlng usually part of CIS validation lS.20 .42 using a geo-flle (or the like), Including locations, house however can be implemented In CAD. numbers, street names, Intersections, etc. Mappolnt geodata used • System will time-stamp the following components, but not .-----=
18.20 .43 limited. to' .
18.20.44 a Work order number 25 YES PraQIDa ::AD
18.20.45 b TIme call was dlsDatched 25 YES PraamaCAD
18.20.46 c TIme the utllltv arrived on scene 25 YES Praoma:AO
18.20 .47 d me the problem was resolVJ!d 2S YES.. PraamaCAD e) User-defined 25 YES PragmaCAD Any status event can be timestamped .
18.20.48 Status events tiln be created.
18.20.49 System will provide security at all levels for the valious types 25 YES PragmaCAD All access Is governed by user rights. of Information functions screens and users.
IS .20.50 System will automat lcaliV generate radio log s with out any 0 NO PragmaCAD extra rnput Ir'>m the dlsDatcher
lS.20.51 0
System will allow for radio lOllS with manual Input.
NO Job notes can be used for this purpose.
lS.20 .52 System has conflgurable watch timers to monitor inClualng, but not limited to:
25 YES PragmaCAO All events are time stamped and thus 18.20.53 a Re~onse times provide elapsed times between events.
18.20.54 b Elapsed times 25 YES Pra.9..ma:;AD Se.e..above
18.20 .55 C Specific events 25 YES PraamaCAD See above
lS.20 .56 d Changil1!l stabus riorltles 25 YES PraamaCAD ee above
18.20.57 e User-defined 25 YES PragmaCAD lllarms can be ba""c:t (\!l time . ~:; YES PragmaCAD A button exists (SOP) that opens an
18.20.5S System will support standard operating procedure screens, attached file that contains operating which can be tied to call type or location. procedures. l S.20.59 System will support use of alfferent COlors ana symbols to 25 YES PragmaCAO differentiate call stabus and Prtoritles .
25 YES PragmaCAD Query Info can be exported to excel.
18.20.60 Also, 3rd party tool can be used as all
Information available through Orade
System will support QUery l ad-hoc ree '?~.!!!I: database. :!8.3!).Q'O l ~te Uliml ROlItfqg
18.30.01 System provides the ability to perform route optimization by:
II) A single vehicle 25 YES PragmaCAD This requirement needs the proposed 18.30 .02 PragmaCAD. 25 YES PragmaCAD This requirement needs the proposed
lS.30.03 b) A group of vehicles PragmaCAD.
25 YES PragmaCAD This requirement needs the proposed
18.30.04 c) A geograph ic locatlon(s) PragmaCAD.
lS.30.05 d AnticiDated work route 25 YES PraamaCAD
lS.30.06 e) Anttdpated work route by minute, hour, day, week, month 25 YES PragmaCAD
18.30 .07 f) Pending work requests 25 YES PragmaCAO This requirement needs the proposed Pra!l/TlaCAD
18.0 Mobile Worl< Management 8
ElchibH 4 - Functional Matrlx
Is Functionality Name of System
Requirement De.criptlon Vendor Responae Included In or Modula Thllt Vendor Notes Pl1ce? (v •• or Provid •• Thill No) Functionillity
25 YES PragmaCAD This requirement needs the proposed
18.30.08 g) user-defined PragmaCAD.Users c.1In define dispatch conditions to be used for dispatch
algorithm consideration.
-=--System will allow for the following route-related features, lS.30.09 includina b t not limited to: -- lS.30.10 a) Route name 0 NO System does not support fixed routes. lS.30.11 b) Route number 0 NO System does not support fixed routes.
18.30.12 c) Route Description 0 NO System does not support fixed routes. lS.30.13 d) Pattern description 0 NO system does not support fixed routes.
18.30.14 e) Primary 0 NO System does not support fixed routes. lS.30.15 f) Altemate 0 NO System does not support fixed routes.
18.30.16 g) User-defined 0 NO System does not support fixed routes. lS.30.17 At a minimum, the proposed system will automate manual 0 NO system does not support fixed routes. route Dlannlna.
-18.30.18 system will support the following types of routes :
~
System does not suPiiOrtflx~ routes:-18.30.19 a) Regular static routes 0 NO 25 YES PragmaCAD This requirement needs the proposed
PragmaCAD.
Created at dispatch time. The system
lS.30.20 b) Dynamic routes creates a job list for the crew. The crew can then get routing on the mobile with
support for turn by turn driving
Instructions from Map Point.
25 YES PragmaCAD As mentionned previously, PragmaCAD
supports the dispatching by fixed zones
18.30.21 c) Var1able routes within terrltor1es or zones but this way of dispatching Is being depr1clated In the Industry as it does
not provide optimum results .
2S YES PragmaCAD At any time, a dispatcher can perform
work leveling . The dispatcher can
18.30.22 d) On-demand choose the leveling profile to use in order to create the desired leveling
resuits.
lS.30.23 e Real-time as activities arise 25 YES PraomaCAD 25 YES PragmaCAD Dispatch rules are based on dispatch
conditions. These conditions enable the
customlzatlon of the dispatch rules.
These conditions can then be grouped
lS.30.24 f) User-defined Into dispatch profiles for easy selection of dispatch condition sets.
1S.30.25 System will allow for routes to spedfy as a starting or ending point the following criter1a:
25 YES PragmaCAD These locations can be defined and
18.30.26 a) Field office I operations center then used as start and end location for crew.
18.30.27 b Branch office 25 YES PraomllCAD See above
18.30.28 c EmDlovee's home 25 YES PraomaCAD ee above
lS.30.29 d Custom address 25 YES PraamaCAD See above
11l.30.30 e User-deflned 25 YES PraomaCAD See above
18.30.31 System assigns/suggests the nearest available field Dersonnel l5 YES PragmaCAD who Is Qualified to do the order tvDe.
18.30.32 5ystem will capture and report the .fuel and road tax 0 NO Not supported. llnformation.
18.30.33 System will determine official state and locally-accepted 0 NO Not supported. lcommerclal mlieaoe summar1es
18.30.34 System will track all fuel purchases by supplier, partner, or 0 NO Not supported. discount aoreement.
20 NO Routes are not pre-planned at dispatch
time. Doing so Is wasteful of dispatch
System will support GPS tracking (AVLS) and reporting where server resources. Best practice dictates
18.30.35 actual routes are, as compared against planned routes in a to let the crew handle the routing on real-time mode. the mobile unit. Drive time Is what
provides the dispatch/job grouping
decisions.
18.0 MobUe wort< Management
Exhlbl4· Functional Matrix
Is Functionality Name 0' System
Requirement Description Vendor R •• ponse Included In or Module That Vendor Note. Price? (Yes or Provides This No) Functionality
25 YES PragmaCAD AVL Is supported. Crew location can be. followed In real time. However, the AVL
function Is not responsible of
determining how late a crew Is.
18.30.36 System will support GPS tracldng (AVLS) and reporting to be In PragmaCAD, you can set alarms on aware If work-In-progress Is behind or on-schedule. different events such as when a crew Is about to miss an appointment or takes
too long to execute a job. This alann
can then be dealth with by the
dispatcher appropriately.
System will support GPS tracldng (AVLS) and reporting to be 20 NO SkyVIEW PragmaCAD does not support fencing
18.30.37 made aware if a driver goes off-route (geofenclng), out of alarms In that way. This functionality area, etc. would have to be developped.
System will automatically Identify system processes, 0 NO
18.30.38 procedures, or repetitive steps that can be completely automated.
25 YES PragmaCAD That's what auto dispatch does, It
evaluates routes and schedules. The
requirement needs the PragmaCAD
18.30.39 System will support the automatic dispatching of Intelligent auto-dispatch module. routes and schedules.
18.30.40 System will support an Interface with real-time access to 0 No extemal 3rd Dartv systems for live traffiC data
18.30.41 System will Integrate and use real-time traffic data for route 0 NO oDtlmizalfon.
System will create balanced territories, zones and routes and 25 YES PragmaCAD PragmaCAD uses a proprietary 18.30.42 reduce the OCCUrrence of overlapping work areas. advanced dispatching algorithm.
System will organize and maintain unique, utility service -~ -,,-----
18.30.43 territories ,based on but not limited to:
18. 0.44 a GeoaraDhlc boundaries --25 YES PraamaCAD Supported.
18.30.45 b Freouencv of stODS 0 NO INot sUDoorted.
c) SpeCific locations 25 YES PragmaCAD One can create and use localfon
18.30.46 objects . These objects are pre-deflned
locations such as show-ups; district
offices etc.
d) DrIVer area. specialization 25 YES PragmaCAD Primary and backup work 20nes can be defined for a crew. Hawever, this Is
method of managing work Is being
18.30.47 deprlclated In the industry In favor of
dynamic allocation made possible by
AVL and mobile dispatch technologies.
e) Type of work to be performed 0 NO Type of work Is used as a dispatch criterlal In dispatch conditions.
However, there Is no relationship or
18.30.48 restriction between job type and
geography. On could however create
filters that would eliminate cerlaln job
types of certain locations .
f) Sklll sets, certifications, or other educational properties 0 NO The system uses skills In dispatch
18.30.49 conditions. However It does not relate
skills to territory or geography.
g) CUstomer type 0 NO The system can uses customer Info in
18.30.50 dispatch conditions. However it does
not relete skills to territory or
geography.
18.30.51 hl Customer call freauencY 0 NO Not SUDDorted.
18.30.52 I Event DIMnina 0 NO Not SUDDorted.
18.30.53 User-defined 0 NO Not SUDOOrted.
System Will allow for pattern management where physical 0 NO PragmaCAD does not support locations are Indicated on a map. One or more patterns predefined routes.
18.30 .54 comprise a route and pattems can be copied and pasted.
18.30.55 System supports the use of waypolnts for patterns and routes. 0 NO System does not support fixed routes lor ro~ Datb!rns.
SY5tem will .. llow f,eld personnel to '"arrange the system's Iii 010 PragmaCAO functionality available on Laptop but
18.30.56 suggested roui,e, as applicable, and "liven certain conditions not on PDA. (t e./ trafttc congestion, prioritIes, etc.) -_. - ._-
18.40.00 Ap~ltjtm • .,t SGhtrdpilng
- -
18.0 Mobile Wolk Manageme'" 10
Extiblt 4· Fundional Matrix
II Functionality Name of System
Requirement D8Icrlption vendor Responle Included In or Module That Vendor NDtel Price? (Yes or Provides This No) Functionality
At a minimum, the proposed system will track all of the 2S YES f>ragmaCAD .--:----PragmaCAD supports appolnbnents. utility's service requests through an appointment scheduling Appointments are made In conflgurable sub-system. time slots. If Integration Is necessary,
the standard PragmaCAD XMl/Web
Services API Is provided. S&S or
18.40.01 Anaheim will use this API to develop
the necessary Integration via an ES8
architecture. CGl will provide two week
training for two resources on how to
utilize the API.
System will provide for advanced schedule views and
~ -.'
18.40.02 functionality including, but not limited to:
a) Day 25 -YEs PragmaCAD There are many way of visualizing job liSts In time for a crew or II group of
crews. These views are based on saved
18.40.03 queries. On changes the view by
changing the filter quenes.
18.40.04 b Davs 25 YES PraomaCAD Same as above.
18.40.05 c Week 25 YES PraqmaCAD ISame as above.
18.40.06 d, Work week 25 YES PraomaCAD ISame as above.
18.40.07 e Month 25 YES PraomaCAD ISame as above.
18.40.08 YearlY 25 YES PraamaCAD Same as above.
18.40.09 Holldavs 25 YES PraamaCAD Same as above.
18.40.10 h UtllItv "start" and "e.nd" times 25 YES Praama :AD ISame as above.
18.40.11 i L nch breaks 25 YES PraamaCAD Same as above.
18.40.12 . Personal time-off 25 YES PraomaCAD Same as above.
18.40.13 k Breaks 25 YES PraamaCA Sarne.as above.
IB.40.14 I Deadheads 25 YES PraamaCAD Same as above.
18.40.15 m Paid walt-time 25 YES PraamaCAD I Same as above.
18.40.16 n Lavover 25 YES PraomaCAD ISiLme as above.
18.40.17 o Vehicle maintenance time 25 YES PrllamaCAD Same as above. p) User-deRned 25 YES PragmaCAD Since views are query based, custom queries can be created with the query
18.40.18 bUilder. This Is done without
programming through an Interractlve
query configuration tool.
System will allow for scheduling of Jobs by the following j ~~
18.40.19 criteria:
a) Single technician 25 YES PragmaCAD Dispatching Is based on dispatch conditions that are created and
grouped in work leveling profiles. Once
18.40.20 a profile is active, all of its conditions
are applied. Conditions are based on
job and crew data . This requirement
needs the PragmaCAD auto-dispatch
module.
b) Multiple technldans 25 NO PragmaCAD Complex jobs can be pun:hased as an
18.40.21 option •
18.40.22 c' Crews 25 YES PraamaCAD . Same as above.
d) Vehicle 0 NO Vehicles are considered equipment In
18.40.23 PragmaCAD and are associated WIth a
<rew
e) Area 25 YES PragmaCAD The system supports dispatch areas hOwever this way of dispatching jobs Is
18.40.24 being depndated In the Industry In '
favor of dynamic allocation.
f) Geo-fenclng 0 NO PragmaCAD Ooe~ llOt support geo fendng outside of
18.40.25 fixed dispatch zones.
g) Labor agreements 25 NO PragmaCAD Can be defined In a user defined field and a dispatch condition can be created
18.40.26 against this field. This function could be
conRgured by Anaheim.
h) Crew bid requests 0 NO Does not support crews bidding for a
18.40.27 job.
I) Vacati ons 25 YES PragmaCAD Vacations are taken In consideration In the deployment plan. The deployment
plan contains the roster of active
18.40.28 personnel. Vacations, time off, doctor
appolnbnents and other exceptions are
taken Into account by the dispatching
algorithms.
18.40.29 J) Other constraints related to training, In-office meetings, etc. 2S YES PragmaCAD Pragl'llaCAD manages these within the deplovment Dlannlno functions.
k) User-defined 25 YES PragmaCAD Can he defined iF! ~ user defined field and a dispatch condition can be created
18.40.30 against this field. This function could be
configured by Anaheim.
System will allow for an advanced, schedule-change 25 YES PragmaCAD There are many ways of creating
18.40.31 notification to a single user or all users of the system. notifications and alarms In the system.
18.0 Mobile Work Monagernert 11
Exhibit 4 - Functional Ma1rix
I. Functionality Name of System
Requirement Description Vendor Rupon.e Included In or Module That VendoTHot .. Price? (Y .. Dr Provld .. Thi.
No) Functionality
System will allow for unlimited, customized, schedule board, 25 YES PragmaCAD Agendas are generated from ttle
18.40.32 view layouts per user. deployment plan and can be Viewed in Hst or calendar views.
System will allow for thl'! sendln!! of SMS messages 'c'd1h 25 YES However the system allow s t()r email schedule de~al1s 10 tecl1nlclans In th~ field text me ss ag e~ to be sent to Individu als le.·,(i.33 or groups of IndIviduals Trigger can
send email ~ whiCh ' 5 a SMS.
25 YES PragmaCAD System provides a color coded gant
18.40.34 System will provide for a color-coded schedule status. style view for job schedule based on user defined queries.
System will allow for detailed notes for customer, as well as 25 YES PragmaCAD Notes are supported, however ttle text
18.40 .35 internal note tracking. The note field should support unlimited size Is limited.
Il>xt.
18.40.36 System will automatically convert completed schedules to 25 NO pragmaCAD This can be done ttlrough 3rd party billable labor as aDDroDr1ate. reDortlruLor custom function System will support the movement of incomplete schedule 25 YES PragmaCAD
18.40.37 slots/work to a different day, time, etc., to either the same field worker or to the 'unassigned' queue for rescheduling.
System will allow for sending a preferred technician to a - I . -~
18.40.38 customer's.slte based on the followlno crfterla'
18.40.39 a Certification education ob skills 2S~- YES PraorrictCAD Based on skill defined b) Physical condition of the field worker 25 YES PragmaCAD Could be Implemented as a skill
18.40 .40 definition (can or can not do ttlls or
that)
18.40.41 c Phvslcal locat on 25 YES PraamaCAD Based on Droxlmttv and drfve time d) llme of day 25 YES PragmaCAD Crews are scheduled only for the time ttley are on the job. Their scheduled is
18.40.42 managed by the deployment plan sub
system .
e) Availability 25 YES PragmaCAD Requires ttle PragmaCAD availability module.
Crew availability is considered when
18.40.43 dispatching.
f) Type of service order 25 YES PragmaCAD Dispatch conditions can be made to consider job types 50 certain jobs are
18.40.44 only dispatched In certain conditions
such as crews, skills etc. The
PragmaCAD auto-dispatch needs to be
acquired.
g) Type of problem 25 YES PragmaCAD Requires ttlat Anaheim configures lD.4O.45 dispatch conditions to take ttlis Into
conSideration.
h) Safety driven 25 YES PragmaCAD Requires that Anaheim configures
18.40.46 dispatch conditions to take ttlls Into
consideration.
I) User-de fined 25 YES PragmaCAD Dispatch conditions are custom definable to take in consideration and
18.40.47 enforce compliance to company
dispatch policy.
18.40.48 System will support a 'best fit' feature, where scheduling Is I based upon the following, but not limited to:
a) Personnel who Is the closest 25 YES PragmaCAD Dispatch algorfttlm uses dispatch conditions to evaluate job aSSignments.
COnditions are grouped as profiles. The
active profile determines which
18.40.49 conditions are applied and In which
order. All these are configurable. These
are typically tweeked in time to find the
best ballance of effldency and
workability.
18.40.50 b Personnel who has the proper eauiDment 25 YES Pragmll:AD Same al.above.
18.40.51 c Personnel who has the DroDer skill set 25 YES PraamaCAD I Same as above. d) Territory asSignments 2S YES PragmaCAD The dispatch by area boudary is supported but Is depredated in ttle
18.40.52 Industry . Dynamic dispatch IS much
mOre effident.
e) User-defined 25 YES PragmaCAD Dispatch algorittlm uses dispatch conditions to evaluate job assignments ..
COnditions are grouped as profiles. The
active profile determines which
18.40.53 conditions are applied and In which
order. A;: these are cofii'Jgurable. These
are typically tweeked In time to find the
best ballance of efficiency and
workablhty.
18.40.54 System will record and real-time update estimated arrival 25 YES PragmaCAD times. wh,m any chanoe to the schedule or route is made.
18.0 MobU. Worl< Management 12
Exhlb~ 4 · Functional Mairlx
I. Functionality Nllme or Sy.tem
Requirement Description Vendor Responae Included In or Module That Vendor NOlea PrIce? (Yes or Provide. ThIS No) Functionality
. System will allow supervisors to enter the maximum number 25 YES PragmaCAD Supervisors can set a limit on the of allowable orders p~r time period by wort< area. percentage of available time of a crew Is to be used for wort< assignment . In a
18.40.55 dispatch by area scenario the crew's
area work limit would be determ ined by
the crew's work assignment limit .
18.40.56 System allows user-defined time slots by order type and wort< 2S YES PragmaCAD Requires The PragmaCAD availability team. module .
18.40 .57 System will allow dispatcher to complete an order with a code 25 YES PragrnaCAD Dispatchers can transfer work to that transfers order to another crew. different crews at anv time.
System will allow field personnel to complete an emergency 25 YES PragrnaCAD Jobs can be transferred to another crew
18.40.58 order with a code that transfers order to another crew. at any time.
System will provide for viewing schedule summary and
18.40.59 detailed Information by the following criteria, Including but not IUmited to,
pragma"'CA[) a) Order type 25 YES M ' mentlonned previously, PragmaCAD bases ItS job list views on user defined
queries and as such can filter out or In
18.40.60 any job based on job Information .
Users can switch queries ackordlng to
the job lists they want to see and act
upon.
18.40.61 b Service area 25 YES P!"allmaCAD Same as above.
18.40.62 c Work unltlteam 25 YES PraomaCAD Same as above.
18.40 .63 d Operational area 25 YES PraomaCAD Same as above. 1840.64 e Job or Drolect status 25 YES P"aamaCAD Same as above.
18.40.65 Ph\lSlca location 25 YES PraomaCAD ISame as above. g) User-defined 25 YES PragmaCAD Users can define their own list crlterlas through view the definition of view
18.40.66 queries. Those queries are built In the
configuration tools and require no
programming.
System will provide Internal analytlcs that demonstrate the ~ .
- -.,.- - -
18.40.67 foIlowlna, but not limited to,
18.4 .68 a Increased Individual I creYLsatisfl\ctlon 0'" NO
18.40.69 b Reduce overtime costs 0 NO
18.40.70 c ImPl'Ove schedule comollance 0 NO
18.40.71 d ImDroye Dayroll accuracy 0 NO
18.40.72 e Imarove time and attendance 0 NO
18.40.73 fl User-deflned 0 NO
System will track personal hours as required. 2S YES PragrnaCAD TImesheet can be 9cnerated on the server based on actiVIties done In
18.40.74 PFLEET. However, PFLEET does not
support editing a tlmesheet.
System will provide for Inventory control for service requests 20 NO PragmaCAD InYentory an material management will
18.40 .75 and related equipment. be supported In next major version (6.0)
18.40 .76 System will support service request delays and allow for 25 ns PragmaCAD JOB due date can be pushed in the rebooklno of .....,u ests. future.
System will support an environment where service orders can 25 NO PragmaCAD Requires laptop. Service requests can be entered wlrelessly or from a handheld device . also be created through the web
18.40 .77
service API. As such, any external
system can access this API given the
I
appropriate rights and create orders.
System will have full Integrat ion with the proposed dispatching 25 YES PragmaCAD Requires the PragmaCAD availability module. module.
18.40.78 Crew availability is considered when
dispatching.
System will allow for problem and repair analySIS, guidelines, 2S YES .l
Om b~ Implemented with standard
18.40.79 etc. operating procedures.
- .
18.40.80 System will allow for full reporting capabilities for labor Includlna!
a) Type of wort< All data available through Oracle. As
18.40.81 25 NO PragmaCAD such, reporting can be developped with anv third Dartv tools.
18.40.82 b Problem code 2S NO PraamaCAD Same as above.
18.40.83 c Account 25 NO PraamaCAD Same "uhoYe.
18.40.84 d Job site 25 NO ~raamaCAD Same as above.
18.4 .85 e P' oritv 2S NO PraamaCAD ame as above.
18.40.86 Hours 25 NO ProgmaCAD Same 8S above.
18.40.87 User-defined 25 NQ, ~_ _.j aom8'AD ame as above, ~
18.40.88 System will allow for full reporting capabilities for materials -a) Type of wort< All data available through Oracle. As such, reporting can be deYelopped with
18.40.89 2S NO PragmaCAD any third party tools . Materials can be added with user defined fields and
Integrated Into reports through the
same reporting tools.
18.40.90 b Problem code 25 NO PraomaCAD Same as above.
18.40.91 c Account 25 NO PraamaCAD Same as above.
18.40.92 d Materials used 25 NO ~maCAD Same_u_above.
18.40.93 e Costs 25 NO PraomaCAD Same as above.
18.40.94 Hours 25 NO PraomaCAD Same as above.
18.40.95 ser-defl ned 25 NO PraomaCAD Same as abov~.
18.0 MobUe Work Managemen! 13
Exht>ll4 - FunctIonal Matrix
IS Functlonllllty Nllme of System
Requirement Dncrlptlon Vendor Rllipon.e Included In or Module Thllt Vllndor Notlls Price? (Ve. or Provide. Thl.
No) Functionality
System will support different pricing schemes for different 20 NO PragmaCAD Next major version has material
18.40.96 types of work, or speclfy a spedfic, prldng structure at Itle customer level.
Inventory and InvoiCing planned.
18.40.97 System will support multiple problem codes per each work 2S YES PragmaCAD VIa the use of UDF order.
lB .40.9B System will allow for advanced 'Problem DIeck List' feature . 2S YES PragmaCAD VIa the use of UDF System will allow for the creation of unlimited 'sub statuses' Statuses can be created and their for each service order. sequence can also be defined.
18.40.99 25 YES PragmaCAD However, there is no notion of sub- status, only status.
System will 're-balance" work, based on Internal and external Dispatcher can trigger work leveling at factors that effect the estimated arrival time (i.e., real-time, any time. Also, the dispatcher call continuous, optimal work aSsignments.). choose a work leveling profile
18.40.100 25 YES PragmaCAD
approprtate for the situation. leveling
profiles define which dispatch
conditions will be evaluated when the
auto dispatch algortthms are run.
18.40.101 System will allow customers to call or log In to create, 0 NO Can be Implemented through web [schedule or confirm appointments or tasks. lservlce API.
18.40.102 System will automatically notify customers of estimated arrival 0 NO Can be Implemented through web times or sdledule chaMes. servll".:~ APt._ --The proposed scheduling subsystem wUI utilize the following 18.40 .103 InteQrated solutions. Indudino but not limited to:
a) Phone I IVR Integration 25 NO XMLAPI Many IVR systems have been
18.40 .104
Interfaced to PragmaCAD. The Interface
Is Implemented with Itle web servICe
API (XML API).
18.40.105 b) Email 0 NO Can be Implemented through web
service API.
18.40.106 c) Fax 0 NO Can be Implemented through web
Iservlce API.
18.40.107 d) sMS 0 NO Can be Implemented through web
selYke API.
1B.40.108 e) Website 0 NO Can be Implemented through web service API.
18.40.109 f) Social media 0 NO Can be Implemented through web service API.
18.40.110 g) User-defined 0 NO Can be Implemented t!1rough web service API.
System will display' the stetus and availability of the utility's 25 YES In gantt chart format. However, large
18.40.111 entire field workforce at a glance. crew sets will be difficult to manage.
System provides for trapping "double-booked" appointments 25 YES System does not permit double
18.40.112 with a manuRI or automated override. booking.
System will allow field pel'sonne' to view, create, dnd modify 5 NO Pr /o9Jnal:AD 18.40.113 their dailv or weeklv schedule . f---;--- - .. -t---- -System will prevent field personnel from viewing, creating, and 0 NO p,.agfnaO\ Q i \8.40.114 modifvino their dallv.or w~klvschedule.
18.40.115 System will allow for adjusting schedules by dragging, Idropplna. cuttino. moon" and ",,!\tInn functionalItY. 25 YES PragmaCAD Drag and drop works across map and [list views.
System will export data In Google's General Transit Feed Specification format for publishing data. The file will be in CSV
18.40.116 format. The data may be used for customer self-service, social media notifICatIons, other utility systems, etc. The following fields are required:
18.40.117 a UtIlity name 0 NO
18.40.118 b Stops 0 NO
18.4O .119 c Routes 0 NO
18.40.120 d TrillS two or more stoos 0 NO
18.40 .121 e) Calendar 0 NO --18.40.122 'f) Fre.Jtu!l.f\!:lI. time between trios 0 NO g) Shapes (Rules for drawing lines on a map to represent the 0 NO 18.'\0 .123 ; "Hllttes routes)
18.40.124 hUser-defined 0 NO
System will allow for viewing of entire list of orders per field Since job lists are based on queries one worl<er. can define a query to filter out all but
1B.4O.125 25 YES PragmaCAD one crew. One could save meny queries, one for each crew and switch
through crews easily.
System will allow for viewing of entire list of orders for all tIeId Since job lists are based on queries one workers. can define a query to all work. One
could also save many queries, one for
1B.4O.126 25 YES PmgmaCAD each group, district or other set and switch through them easily as they are
select through a dropdown list.
1B.4O.127
System will allow field personnel reassign work to another field 0 NO person .
System will allow field personnel to complete a task or
18.40 .12B
assignment on the service order and refer the service order 25 YES PragmaCAD back to the dispatcher to be assigned to a ditrerent crew (I.e., multi-step service order).
System will support service orders and scheduling that are Jobs can be suspended and reactivated
18.40.129 Incomplete due to waiting for parts or a multi-day job, etc. 25 YES PragmaCAD at a later date when material arrives.
18.0 MobIle WOII< Management 14
Exlib14 - FlOltIIonal Matrix
.. Functionality Name of Sy.tem
Requirement Deecrtpt lon Vendor Reapon .. Included In or Module That Vendor Note. Price? (Ye. or Provide. Thi.
No) Functionality
System wiil transmit service order status enroute to next 25 YES PragmaCAD
Job status is definable and sequences
18.40.130 appointment. are also definable.
18.40.131
System will transmit an on-site indICator when the service 25 YES PragmaCAD Job status is definable and sequences person arrives at a premise or location. are also definable.
System will record the length of call (based on call type) and 20 NO PragmaCAD Job time Is defined In the Job type and
18.40.132
suggest or use this average In future, Similar situations. can be changed manually after a job is created. The time Is set at job type
deflnitfon.
System will, upon completion of the service order, Next in the list. However, the crew is
18.40.133 automatfcally move on to the next service order . 25 YES PragmaCAD free to select another Job as the current ~ .. 1 !If''~lph
~
_. 100. __
IU~t
The proposed solution Includes In-field, wor1<:er resource Dispatcher can add II crew, change a
18.50.01 allocati on capabilities. 25 YES PragmaCAD crew member and make other personnel adj ustment In real time.
~
System will have the capability to collect and analyze labor, I 18.50.02 resource, and order data acconding to the following criteria:
18.50.03 a) Employee 25 NO PragmaCAD Required data Is collected but not analYsed.
18.50.04 b) Task 25 NO PragmaCAD Required data Is collected but not anillysed.
18.50 .05 c) Department 25 NO PragmaCAD Required data 15 collected but not analvsed.
18.50.06 d) Customer 25 NO PragmaCAD Required data Is collected but not analvsed.
18.50.07 e) Project 25 NO PragmaCAD Required data is collected but not :analvsed.
18.50.08 f) Part number or asset 25 NO PragmaCAD Required data Is collected but not 'analvsed.
18.50.09 g) User-deflned 25 NO PragmaCAD Required data 15 collected but not analysed.
At a minimum, the proposed system tracks the following utility . ~~
18.50.10 Key Performance Indicators, Indudlng but not limited to:
18.50.11 a) Availability - the percentage of tfme employees spend 0 NO maklno effective contributions throuah MWM.
18.50.12 b) Performance - the overall job performance of each of the 0 NO utilltv's In-field workers.
c) Quality - the percentage of perfect, In-field accountability 0 NO
18.50.13 (I.e., following routes, on-time, cancellations, etc.).
18.50.14 lei) Other Please deftne In comments column. 0 NO
18.50.15 System will measure workforce efficiency against real-time 0 NO IDroductivitv standards as dellned bv the utllltv.
18.50.16 System will document and prevent unnecessary work by 0 NO vlewlno real-time data on actlvltv.
System will respond to Increasing demand without sacrifiCing 25 YES PragmaCAD System has scaled to much larger customer satfsfactlon. organizations than Anaheim. Scalability
18.50.17 of system Is proven In use by large
customers.
System will minimize compliance risk due to schedullng- Dlspatdl conditions are custom
18.50.18 relabad rules and policies that are conllgurable with automated 25 YES PragmaCAD definable to take In consideration and enforcement. enforce compliance to company
dispatch policy.
System will provide for a business and labor forecasting 25 NO Forecast Worksheet forecasting enables you to estfmate the engine, to leverage historical trends when creating labor resource schedules. scheduling (available and scheduled
18.50.19 tfme) for a gIVen
month based on historical data from a
selected date
range,
System wm allow for retrieving aild updatfng data and 25 NO PragmaCAD can be configured as UDF field forms.
18.50.20 documents in the field-Including contracts, service OI'ders, 'records. !!nl1 otbeccusto.mer data.
~-Y8.60,(J O AUtolJla1kl vehJd~ LoGatlcmSWtetn
l ilt' ~mpo sed solution Includes AVLS capabilities. a NO Functionality available on Laptop but )8.60.01 at On PDA.
18.60.02 .en / . ... $ilVllf (N8lU1\llnt uternal
18.60.03 The base communication server Drovldes for the followlna:
System provides for the gateway between the MWM 25 YES PragmaCAD
18.60.04 application and the vehlde receIVers in a real-time mode.
18.60.05 System provides for the gateway to other applications within the utility. (Lrima II :
25 YES PragmaCAD XML API/Web Services are used to
Interface external systems such as
as.The standard PragmaCAD
XMl./Web Services API is provided . S&S
18.60.06 a) Proposed CIS or An~heim w!l! use this APi to develop the necessary Integration via an ESe
architecture. CGI will provide two week
training for two resources on how to
utflize the API
18.60.07 b) Proposed MWM solution NA YES PragmaCAD PragmaCAD Is the proposed MWM solution .
18.0 I.\obile WOIk Managemem 15
Exhibit 4 - Functional Matrix
Is functionality Name of SVltam
Requirement Description Vendor Respon.e Included In or Module That Vendor Note. Price? (V" or Provide. Thl.
No) Functionality
25 NO PragmaCAD XML API/Web Services are used to
Interface external systems. The XM L
API Is Induded In the price but the
creation of the interface code is not.
18_60.08 c) Outage Management Note that If CGl's PragmaUNE OMS system Is used, the Integration
mechanism Is delivered with It. Third
party OMS systems access Job
functionality through the web api.
25 NO PragmaCAD XML API/Web Services are used to
Interface external systems. The XML
18.60.09 d) GIS API Is Induded in the price but the
creation of the Interface code is not.
Third perty systems access Job
functionality through the web apl.
25 NO PragmaCAD XML API/Web Services are used to
Interface external systems. The XML
API Is Included in the price but the
creation of the interface code is not.
lB.60.1O e) CMMS Note that if CGI's PragmaUNE OMS
system is used, the Integration
mechanism Is delIVered with It. Third
party OMS systems access job
-,,, ,.hrn"nh .ha .. ~h ,n'
25 NO PragmaCAD XML API/Web Services are used to
Interface external systems . The XML
API Is Included in the price but the
creation of the interface code is not.
18.60.11 f) Other (Please define in comments section) Note that If CGI's PragmaUNE OMS system is used, the Integration
mechanism Is delIVered with It. Third
party OMS systems access job
functlonalltv throuah the web apl.
25 YES PragmaCAD PragmaCAD uses a messaging system
18.60.12 System will allow for polling of individual, group, sub-groups, that does not require polling. Messages and districts . are sent and received In real time.
System will provide for receMng, correcting, and error-free 25 YES PragmaCAD Our protocols insure data Integrity and lB.60.13 data . ::~~:!'v~r Those protocols are I nted on'ton ofTCP/IP. 25 YES PragmaCAD Archiving strategies are addapted to
18.60.14 System will , provide for 120~day storage and the archiving of the customer's reqUirements. L1tecycle data . of data Is virtually unlimited as It is all
stored In Oracle.
186() 15 System Will provide for firmware or in-vehicle update ~, S NO PragmaCAO FunctmnaHty available on Umt D~ bi't.
Icatches enhancements "t:<:. a. necessa ... nnt on PDA.
Base unit contains a built-In Dr external communication 25 NO PragmaCAD Hardware Is not Included. See proposal
18.6().16 controller / transceiver that provides maximum bandwidth for hardware recommendations. utilization and high-quality data integrity .
25 YES PragmaCAD PragmaCAD and our PragmaROAO
communication subsystem have been
successfully deployed in large/high
18.60.17 The base communication server and communication controller volume utilities. Note that coverage are scalable and cover all of the utility's service territory. depends on services purchased by Anaheim. Communication services are
not Induded In this proposal.
25 YES PragmaCAD Our XML API Is being used to connect
to both point to point and enterprise
busses. We are a nBCO partner.The
Proposed solution has the ability to provide XML-based
standard PragmaCAD XML/Web
Services API Is provided. S&S or
18.60.18 application programmln!l Interface (or other) Into the propo~d Anaheim will use this API to develop MWM application . the necessary Integration via an ESB
architecture . CGI will provide two week
train ing for two resources on how to
utilize the API ..
25 YES PragmaCAD Our XML API Is being used to connect
Proposed solutfon has the ability to provide exposed web to both pOint to point and enterprise
18.60.19 services layer. busses. We are a nBeo partner .
System proVIdes the viewing of gee-spatial Informatfon and 25 NO 5kyVIEW Geographic data can be Imported In the geo-spatlal data from a number of sources, including proposed SkyVIEW application. Data must be
18.60.20 as database, GIS mapping systems, and other external gee- converted to CGI format prior to spatial web sites accessible through web services, etc. view/distribution.
18.60.21 System prov ides for the warehousing of Infol'lTllltion to be used 2S YES PragmaCAD Data Is stored in Oracle and Is r'Ts:7o"oo
bv anv aoolicatlon in a standard and- usable format. _ .. -, .. _-_.- 1-",.--. - acce •• lbl'U~Y_!!!lY.third Dartv too~. ~Wll.s tonmn JnlClltlon .1ie</1 nr~1
18.70.01 System uses the following topologies for two-way I communication, Included but not Umlted to:
~
18.0 MObiIti Work Management 16
Exhibt 4 · Functi<lnal Matrix
Is Functionality Name of System
Requirement Description Vendor Re&ponse Included In or Module That Vendor Notes Price? (Yes or Provides This No) Functionality
25 YES PragmaCAD System 15 Isolated from actual
posilionning system by software driver
layer. TYpically In today's technical
enVironment, most positionnlng system
provide either TAIP or NMEA protocol
18.70.02 a) Global Positioning Satellites over serial or UDP. These systems are supported by our GPS reader service
and 15 fully confl9urable. This function
Is only available with Mobllte (the
laptap mobile application)
25 YES PragmaCAD System Is Isolated from actual
posltlonning system by software driver
layer. Typically in today's technical
18.70.03 b) Global Positioning Satellites with Differential Global enVironment, most positlonnlng system Positioning System (DGPS) provide either TAIP or NMEA protocol over serial or UDP. These systems are
supported by our GPS reader service
and is fully conflgurable.
18.70.04 c SI!lnDosts 0 NO
25 YES PragmaCAD As long as the radio has a TCP/IP
18.70.05 d) Ground-based radio driver. This functionality Is available with the laptop based mobile
application only.
0 NO If a gyroscope Is to be used, It must
18.70.06 e) Dead-Reckoning provide a TAIP or NMEA protocol over UDP or serial port.
25 YES PragmaCAD Software uses TCP/IP to connect. As
18.70.07 f) Wireless Data Network or Cellular or CDMA long as an internet connection of acceptable speed Is available on the
laptop, all is well.
We do not recommend satellite for
Internet connections. Their Inherent
communication delays make
Interractive applications difficult to use.
They could be used for database
18.70.08 g) Geostationary satellites replication however . Again, the system relies on a good TCP/IP connection 50
technology used to deliver this
connection is Irrelevant as long as the
quality of service Is adequate.
At 2kb/s and 9.6kb/s satellite phones
are poor choices for mobile data
access. Again, they should work as
11l.70.09 h) Uttle lowe r-E .. rl:it-Orbit (lEO) sateiiltes they provide TCP/IP service. OUr protocols are very tolerant of erratic
connections so even with this poor
choice of connection data Integrity Is
assured.
NO If you own a 900Mhz radio system we
18.70.10 i) location and Monitoring Service (lMS) systems will need to look at your reqUirements.
NO To be further discussed. Note: LORAN-,
18.70.11 j) lORAN
C was shut down in 2010 In tile United
States and Canada. ,
25 YES PragmaCAD OUr software assumes the exlstance of
an Internet/ethernet connection. Our
protocols run on top of TCP/IP. In
today's technological enVironment, it Is
best for software perenlallty to abstract
18.70.12 k) Other (Please define In comments) technologies that have become a comodlty. As such, technologies such
as internet and gps have become so
common that one 15 better to abstract
them .
25 YES PragmaCAD Dependent on modem and driver..
18.70.13 System will have the ability to communicate under any Genera used. Application Is connected at Packet Radio Service (GPRS) network. TCP/IP level.
25 YES PragmaCAD The proposed mobile solution (Mobllte
for laptop) with Skyvlew/Mappolnt
18.70.14 System provides the ability tor in-vehicle navigation. provides this functionality . PragmaReet (for PDA) does not.
I
NA System Is Isolated from actual
posltlonning system by software driver
layer. TYpically In today's technical
System uses multllateratlon through measuring the time enVironment, most posltionnlng system
18.70.15 difference of arrival (TDOA) of a signal from the receiver, up to provide either TAIP or NMEA protocol 16 concurrent satellites. over serial or UDP. These systems are supported by our GPS reader service
and is fully conflgurable.
18.0 Mobile WOI1< Management 17
Exhib~ 4 - Functional Matrix
r. Functionality Name of System
Requirement Description Vendor Re.ponse Included in Or Module That Vendor Notes Price? (Yea or Provide. This No) Functionality
25 NO Prl!gmaCAD CGI assumes that customer will ensure
System provides the ability to provide 100% coverag" of all of that sufficient coverage for use with
18.70.16 the utility's service area. PrI!gmaCAD. This Is not In scope of our proposal.
18.70.17 System provides for gee-stamping for recording location- 0 NO PragmaCAD Geo stamping Is not supported. based events at any Cliven tim .. and Dlace.
25 YES PragmaCAD
Ability to provide 'Last Known Position" on any unit suffering
18.70.18 loss of GPS signal (for example; vehicle stopped, vehicle shut off, loss of network Signal, loss of GPS data, etc.).
Ability to Immediately refresh location, Information, etc., In the 25 YES PragmaCAD
18.70.19 event of a "Last Known Position", once signal I coverage has been restored. No restart or rebooting of equipment Is
required and no data Is lost (data logging Is used).
Ability to track and view the status of monitored on-board 0 NO Not supported.
18.70.20 vehicle equipment connected to a data collector on the vehicle .
This could include passenger counters, alarm triggering devices, etc.
. -. - ~--. - ,~-- - -- I-- -- ----.' f,.- - .-
System supports a refresh frequency (normal round trip for an --
18.70.21 IP DolIcket' of'
18.70.22 a < 1 second real-time NA Pranma~D D~nen;r.;;t on service used.
18.70.23 b 5 seconds NA PraomaCAD Deoendent on service used. lB.70.24 c 10 seconds NA PraOmaCAD ~ndent on service used. lB.70.25 d 1 minute NA PrAnm~AD DeDendent on service uSed. lB.70.26 e 5 minutes NA PraomaCAD DeDeiident on service used. 1B.70.27 Itl 10 minutes rlA Prn<lmaCAD Df>nentlent on service used. lB.70.2B DailY NA PraClmaCAD Deoendent on service und.
NA PragmaCAD Since mobUes can work offline, one can
lB.70.29 h) Adjustable periods (end-user selectable) based on needs, plan connections at beginning and end specific area, district, vehicle, etc. of day If online use is not possible.
18.70.30 Abllltv to define the refresh freCluencv when:
D~ on service used and NA PragmaCAD
1B.70.31 a) The vehicle Is In motion hardware implementation. We support any sudh configuration.
NA PragmaCAD Dependent on service used and
10.70.32 b) The vehicle Ignition Is turned on hardware Implementation. We support any such configuration.
NA PragmaCAD Dependent on service used and
1B.70.33 c) Vehicle speed hardware Implementation. We support any such configuration.
NA PragmaCAD Dependent on service used and
lB.70.34 d) Alerts hardware Implementation. We support
any sudh configuration .
Nil PragmaCAD Oependent on service uSed and
10.70.35 e) Status hardware Implementation. We support
any such configuration.
NA Pra!lmaCAD Dependent on service used and
lB.70.36 f) Other (pleasI! define). hardware Implementation. We support any such configuration.
NA PragmaCAD Receiver Is part of hardware unless
Receiver Is always connected to power and does not need to external modems are used. They are lB.70.37 be activated or cannot be deactivated by the mobile worker. dependent on hardware Implentation.
Software supports multiple hardware
configurations.
~~ Th" standard communication Drotocol Is TCPIIP. 25 ~S Pro"maCAD Yes. TCP P altthe way .
18.80.0.0 Av"~dj~lce s.urio~
10.80.01 Provide the abllltv to view maDS In the foliowinCl manner:
2S YES SkyVlEW This functionality Is available with the proposed Moblite (Laptop based mobile
lC.00.02 a) Ability to · .. lew a single map. application). PragmaFleet (for PDA) I~= not currently provide a mapping
lB.BO.03 b Abllitv to view maIlS slde-bv-side . a No
25 YES SkyVIEW IThls functionality Is available with the proposed Mobllte/Skyvlew (Laptop
10.BO.04 c) Ability t o view maps in two dimensions . based mobile application). PragmaFleet (for PDA) does not currently provide a
mapping view.
18.80.05 d Abllitv to vi .. w maDS In three dimensions. a NO siMIIEW e) Ability to view maps with overlay abilities. 25 YES SkyVIEW SkyVIEW enables the display of overlay lB.BO.06 layers.
25 YES SkyVIEW Standard functionality provided by
10.80.07 f) lIIndmark icons. Skyview/Map Point.
0 NO SkyVIEW Note that when Integrated with CGI
oms, PragmaCAD will enable single
System provides the ability to link to other modules such as 18.BO.OB viewer use f!!r both c::>.age and MWM. underground locate, outage , and trouble-caii visuailzation . This Is scheduled to be Integrated In the next major release.
Ability to Interface to the GIS system for the two-way 0 NO SkyVIEW Such an exchange is not currently
10.BO.09 exchange of information and data. supported.
18,0 MobH. Worl< Management 18
Exhlbl4 · FunclionaJ Matrix
Is Functionality Name of System
Requirement Description Vendor Response Included in or Module That Vendor Note. Price? (Ve. or Provide. Thl.
Mo) Functlonellty
0 NO SkyVIEW Standard functionality provided by
Ability to store and distribute custom mapping overlays for use Microsoft: Map Point. SkyVIEW enables
18.80.10 with satellite, aerial photographs, site or subdivision plans, or the display of overlay layers. However custom maps. no imagery service available on the
platform.
25 YES SkyVIEW SkyVIEW enables the display of overlay
layers but require that they be
18.80.11 Ability to Import landmarks from an ODBC-compllant RDBMS. converted to our format from OXF. The importation effort Is not currently
Included in the proposal.
18 ,80, ) , System provid es the ability to ,end optional 0, canned 5 NO PragmaCAO Functionality available on Laptop hut' messaaes lnot on PDA
System provides drIVing directions (turn-by-tum) and 25 YES SkyVIEW Standard functionality provided by
18.80.13 mapping . Skyvlew and it embedded MapPolnt
component.
0 NO Such a functionality could be possible.
System provides the ability to aeate geo-fendng, using It could be developped as a Google
18.80.14 Google Virtual Earth (or the like), that demonstrates which earth application. One would have to vehicles have entered, exited, and duration within the get truck positions through XML API Geofence. and use the LAT/LONG Info In 9OO9le
earth.
1;-",...,- - -- f-,c- -,-.
~ IUO . OO ~VI.S Ve~ IGI . &. ~~ =~:Dm~ ~,sl~~Wiii
18.90.01 System supports Vehicle Component MonitOring, Including but not limited to:
18.90.02 a Gpnpral vehicle conditions 0 NO
18.90.03 b Enalne temoerature 0 NO
18.90.04 c olfDressure NO
18.90.05 d TIre nressure 0 NO
18.90.06 e Enalne data 0 NO
18.90.07 D~data 0 NO
18.90.08 plnw 0 NO
18.90.09 h Boom 0 NO
18.90.10 I ODors N
18.90.11 Un: 0 NO
18.90.12 k Abllitv to dlstinaulsh between drivers of a vehicle 0 NO
18.90.13 Ability to support passive tracking of vehicles and dally 0 NO activities ,
18.90.14 Abilitv to determine Idle time and driver availabilitY. 0 NO --Ability to track rea!-tlme driver Information, indudlng but not 18.90.15 limited 'to}
18.90.16 a) Driving time 25 YES Pr~gmaCAO Driving time from status time stamps.
18.90.17 b Staas 0 NO
18.90.18 c Ahsen~e from vehicle 0 NO
18.90.19 d Off route drlvinn 0 N
8.90.20 e Saeed 0 NO
18.90.21 Miles neroallan 0 NO
18.90.22 Real-time mlleane 0 NO
18.90.23 h) Idle time, availability, and next stop 25 YES PragmaCAO Deduced from crew activity time l.tamo.,
Ability to track driVe-time from work time (assuming different 25 YES PragmaCAO TIme on site ancl wrench time are kept
18.90.24 hourly rates). I:!~!~!nand archived for later
0 NO
System provides the ability to track real-time vehicle problems
18.90.25 and a weighted problem evaluation matrix (e.g., low Issue = low battery; high Issue - low all light warning, etc.) .
System provides the ability to Identify vehicle Issues and
18.90.26 automatically route the trouble ticket to fleet maintenance, through:
18.90.27 a) Automatic and real-time Interface to neet management or 0 I NO WMS
18.90.28 b EmalfDr Outlook calendar event 0 N(
18.90.29 c Other Please deRne In comments NO
18.90.30 System provides the ability to determine vehlde problems 0 NO OB02 or CAN connection is not through an engine diagnostic port. currently sUj)ported.
System to provide the ability to track driver Begin/End of Day ,.-
18.90.31 reDortina,lndudlna :
18.90.32 a Vehicle benln and end locations 25 YES PraamaCAO
18.90.33 b Number 01 trios 2§ YES PraamaCAD Fmii1 time stamas.
8.9 .34 c Drive time 25 YES Pr.nmaCAD D"nucerl from time stamos.
18.90.35 d Distanc" :5 NO Praam"OID
18.90.36 e Vehicle hlstorv 0 NO PraomacAD
18.90.37 Pendlna maintenance 0 NO PraamaCAO
18.90.38 10) Duration of warY da 2S YES PraamaCAD IFrom Slon In to sian off.
Supports the Interface and usage of covert microphones that 0 NO
18.90.39 can be remotely activated or Initiated once the silent alarm hal be .. n activated
2S YES PragmaCAD This function Is part of the deployment Ability to track personal events separately from work-related -+
functionaUty. PragmaCAD calls these
18.90.40 events (e.g., doctors appOintment, personal time off, etc.). Schedule Exceptions and manages them completely .
18.90.41 System provides the ability to track ·unauthorlzed" vehicle usaae includina '
18.90.42 r.Dmnanvestablished drivina periods. a NO
18.0 MobUa WOII< Management 19
E>chibl4· FuncIIonaI Ma1rix
Is Functionality Name of Syatem
Requirement Deac:rlplion Vendor Response Inc:luded In or Module That VenclorNotN Price? (Yea or Provides This No) Functionality
b . Pre-detennlned cotiflaurabl ~ periods - .r--- -,
lS.90.43 0 NO
lS.90.44 c G~ncl!!Q_ 0 NO
-lS.90.45 d Real-time POD-UP alerts to Dispatch:
0-
~
lS.90.46 I. StoDDed for an extended Deriod of time NO
lS.90.47 Ii. Unauthorized USa!Le 0 NO
lS.90.48 iii. Behind schedule (based on pre-defined thresholds) 25 YES PragmaCAD Can be Implemented with triggers and alarms
lS.90.49 iv. Based on prlortty and thresholds as defined by the utility lS.90.50 e Theft monitoring .and real-time trackin!L 0 NO 25 YES PragmaCAD System can provide educated dispatch
System provides the ability to determine "dosest vehicle" to a suggestions based not only on location lS.90.51 but also taking In (l)nslderatfon many customer location or landmark. dispatch (l)ndltions .
System provides the ability to investigate odd-hour activities 0 NO lS.90.52 that reveal personal usage or Side-Job usage of company vehldes .
System provides the ability to report and track activity outside 0 NO 1B.90.53 a given area, territory, city (l)unty, or state. lS.90.54 System provides the ability to produce custom, driver logs 0 NO uslna GPS and landmark data..
System provides the ability for real-time traffic and other 0 NO However, the messaging system/email lS.90.55 can be used to alert mobiles to a trallc driv ing disruption alerts. problem.
Ability to track vehicles that were within a certain distance of a 0 NO lS.90.56 specifiC address, during a specific period, going back at least 120 davs.
1S .90 .S7 1 A.blhf'l to 1)"::111 ~ te~ rness8gf: from Dispatch directl y t o the 5 NO l'ragm;.CAD fundionalit ·( available on Laptop to the • '1~ hl "' I~ or to the driver 's cell Rhooe ~""'" _ ___ . veh,c'" onlv but not on PDA . .1a..1~.(lD AVLS RllpQrtl ng
While the MWM application will be primarily responsible for lS.100.01 reporting, vendors should indicate If the dlJtlJ captured In the In-vehicle modems am support the following types of reports. 1 lS.1oo.0Z System provide driver / driving efficiency reports, including:
18.100.03 a Driver effldencv l'eDOJt 0 NO
lS.100.04 b ComDarlson of activItY for a dav against oPtimal routing 0 NO c) Ranking of drivers by their percentage over most efficient 0 NO lS.100.05 route d) Comparison of actual mileage against most efflcient route 0 NO lS.100.06 lS.100.07 e Driver Idle time (# shortest lonaest average etc. 0 NO lS.100.0S Ifl Unauthorized vehicle usage 0 NO
lS.100.09 Verification and tracklna of odd-hours 0 NO
lS.100.10 h) Driver speed (minimum, maXimum, average, violations, 0 NO stoP)
18.100.11 Fuel usaae and MPG 0 NO
lS.100.lZ 'll S~~d bandlna within Geo-fenclna 0 NO .-
lS.100.13 System to provide the ability to track Begin/End of Day reportlno. includlna:
lS.100 .14 a Vehicle !:Iegin and end locations 25 YES PraomaCAD Fixed values.
18.100.15 b) Number of triPS 0 NO
lS.100 .16 c Drivetlme 25 . YES PraamaCAD Deduced fnmLtlmeii.tamDs.
18.100.17 d) Distance 25 YES PragmaCAD Relies on crew entering start/end Imlleaae.
lS.100.18 e) vehide historY 0 N
lS.1oo.19 fl Pend Ina maintenance. ' lIJaanostics 0 NO
lS.1oo .20 Duration of work day 25 YES PraamacAD Deduced from loaln 10Doff times.
18.100.21 h StoP de@lIs 0 Ne
lS.100.22 I User-defined 0 NO
lS.100.23 Reporting can be accomplished 'Js!~g the following methods:
25 NO Data available can be retrieved with 3rd
lS.100.24 a) By vehicle party reporting tool. All data In Orade schema.
25 NO Data available can be retrieved with 3rd
18.100.25 b) By group party reporting tool. All data in Oracle schema.
25 NO Data available can be retrieved with 3rd
lS.100.26 c) By Employee party reporting tool. All data In Oracle schema.
25 NO Data available can be retrieved with 3rd
lS.100.27 d) By date range party reporting tool. All data In Oracle schema.
25 NO Data available can b~ retrieved with 3rd
lS.100.28 e) SummarIZed over any given date or event period party reportfng tool. All data in Orade schema.
25 NO Data available can be retrieved with 3rd
lS.1oo.29 f) Ad-hoc reporting party reporting tool. All data in Oracle Iscbima .
25 NO Data available can be retrieved with 3rd
lS.100.30 g) User-defined party reportfng tool. All data in Orade ischema.
lS.100.31 Ability of the system to provide a dally, electronic Summary 0 NO Alert Report.
18.0 MobBe Wori< Management 20
Exhlbtt 4· Functional Malrix
Is Funetlonallty Name 0' System
Requlrament o.sc:riptlon Vendor Re.ponse Included In or Module That Vendor Notes Price? (Vee or Provld .. Thi.
No) Func:tlonallty
Ability of the system to provide real-time diagnostic trouble 0 NO 18.100. 32 code alerts. 25 NO Data aveilable can be retrieved with 3rd
18.100.33 Ability of reports to be run manually. party reporting tool. All data in Oracle ISchema.
0 NO Data available can be retrieved with 3rd
18.100.34 Ability of reports to be run with the use of a scheduler. party reporting tool. All data In Oracle I~~.hema .
0 NO Data available can be retrieved with 3rd
18.100.35 Ability to restrict batch report ing periods. I~~~~::rtlng tool. All data in Oracle Reports can be customized and saved I accessed by individual 0 NO Data available can be rebieved with 3rd
18.100.36 party reporting tool. All data In Oracle users. schema.
18.100.37 Ability to oroduce drive-time activity reDOrtino. Includlno:
. --- ~ -= .. r "- - '-'
~-' -- -,-.-
- -~-
18.100 .38 a ndlviduel or arouo level 0 NO
IB.II0.39 b Fleet level a NO
18.1 0.40 c Total stoos 0 NO
18.100.41 d Total hours soent driVino and stoODed a NO
18.100.42 e Total miles driven 0 NO
18.100.43 Path hlstorv a NO
18.100.44 Current location of all vehicles 0 NO
18.100 .45 h TaD sDeed 0 NO
18.100.46 User-defined 0 NO
IB.I00.47 Abllltv to reoort on all vehicles aaainst all landmarks. 0 NO Ability to report on a single vehicle against any or all a NO
18.100.48 landmarks.
Ability to produce a geo·fenclng history report, by day, month, a NO
18.100.49 year, etc.
Ability to use reports to prove disputed customer service, time a NO
18.100.50 spent at a customer location, and replace drlver'generated paperwork .
System provides the ability to easily compute state mileage for a NO
18.100.51 fuel tax reporting .
System supports emission history reporting for a single 0 NO
18.100 .52 vehicle, all vehicles, "like vehicles," by district, area, region, etc.
System has pre-defined emissions reporting to Identify 0 NO
18.100.53 vehicles which require service prior to testing.
18.100.54 System provides drive-safety and safety-related reports. 0 NO
18.0 Mobile Work Management
Systems & Software, Inc.
EXHIBIT 5
Certificates of Insurance
[ATTACHED BEIDND TIDS PAGE]
CERTIFICATE OF INSURANCE
NAMED INSURED This corliilGalQ is issued a:; " mat:er ot inlormallOn only and contel$ no nglrts upon l~olI cerlilicatc- holder. This certif,=ete does not amend, extend or alter the coverage aflorded by CONSTELLATION SOFTWARE INC, and Ihe tlOl,::ies below.
SYSTEMS & SOFTWARE INC. INSURANCE COMPANIES AFFORDING COVERAGE 426 INDUSTRIAL AVE, STE 140 CDMPANY
WILLISTON, VT 05495 A Zurich Insurance Company Ltd, (AM Bes! rstlng A) CERTIACATE HOLDER "B
PAN
'
CITY OF ANAHEIM COMPANY
200 S ANAHEIM BOULEVARD, SUITE 356 C
ANAHEIM, CA 92805 CO!"PAN.
D
COMPANV
E ZUrich American Insurance Company
COVERAGES
This is to certify lIlat the policies 01 insurance "sled below have been issued to the Insured named above lor the poUcy period Indicated, notwithstanding any requirement, term Dr condillon 01 any conllac1 or other documenl with reBpect to which this certificate may be issued or may perlaln. The Insurance aflorded by Ihe policies described herein is subject to all the termB, eXClusions and conditions oi such policies.
UNITS ARE IN U.S. DOl.LARS UNLESS INDICATED OTHERWISE.
liMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS,
TYPE OF INSURANCE CO POLICY NUMBER POLICY POllCV LIMITS OF liABILITY LTR EFFECTIVE DATE ~IRATION o~ATE
CVYVY/MWDD) VVIMIIIIDD
COMMERCIAL GENERAL liABILITY $1,000,000 EACH OCCURRENCE OCCURRENCE BASIS E GL08249874-OO 2011/09/27 2012109127 $1,000,000 GENEFtAL AGGREGATE INCLUDING:
PRODUCTS AND COMPlETED OPERATIONS
$1,000,000 PRODUCTS - COMPLETED
CROSS UABILITY I SEVERABILCTY OF INTERESTS I BlANKET CONTRACTU:.L LIABILITY OPEllATl')l~S N,1(JREGATE PEASO:U,LlNJJRY $1,000.000 LIMIT, ADVERTISING lIA1l1UlY ~I,OOO.OOO I.lMIT TENANT'S LEGAL L1ABILITV $1,000.000 L1MIl. MEDICAL EXPENSES ~6. 000 LIMIT
WAIVER OF SUBROGATION WHERE REOUIRED BV WRIITEN CONTRACT ADDITIONAL INSURED: CITY OF ANAHEIM, ITS OFFICERS, AGENTS, EMPLOYEES, REPRESENTATIVES AND ANAHEIM DESIGNATED VOLUNTEERS, but Dnly wllh rBspecilo liability arising out ollhe operations of the Named Insured.
Such Insurance as is allorded by 1he Commercial General Liability coverage on Ihls policy will bs considered as primary Insurance, not contribulory and nOI excess of any other Insurence.
NON-OWNED & HIAEt> AUTOMOBilE
A 8839016 2011/09/27 2012/09/27 $1,000,000 EACH OCCURREI JCE
LIABILITY
UMBREllA LIABILITY
A 8838706 2011109127 2012/09/27 $14,000,000 PER OCCURRENCE & IN THE
AGGREGATE
Not Applicable
NOT APPLICABLE
PROFESSIONAL LIABilITY AND
E IPR04359332{)0 TECHNOLOGY ERRORS & OMISSIONS 2011/09/27 2012/09/27 $5,000,000 PER CLAIM & IN THE AGGRI:GATE CLAIMS MA!lE IWlIS $ 500,000 DEDUCTIBLE
Not Applicable
Not Applicable
Not Applicable
DESCRIPTION OF OPERATIONS 1 LOCATIONS I SPECIAL PROVISIONS:
BROKER CANCELLATION
The CG&8 Group Inc, Should any 01 the above described poliCies be cancelled belore the expiration date thereof,the issuing 120 South Town Centre Blvd. company will mall 30 days written notice 10 the cerliflcato holder named above.
Markham, ON L6G 1 C3
SIGNATURE OF AUTHORIZED REPRESENTATI'.'E PRINT NAME DATE (YVYV/MMIDD) ~Q~
BRENDA POWRIE 2011/09/16
KR 9126.'11 JO:2Cl ;.M R3
Client#· 81069 38HARRISCOMP
ACORDTM CERTIFICATE OF LIABILITY INSURANCE I DATE (MMIDDIYYYY) 0211712012
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POUCIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDmONAL INSURED, the pDlicy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder In lieu of such endorsement(s).
PRODUCER ij2~~~" Patty Middleton
J Smith Lanier & Co-Huntsville ~N:o Ext}: 256 890-9000 I [~ No}: 256 890-9070 P. O.Box 6087 i~~~ss: [email protected]
Huntsville, AL 35813-0087 INSURER(S) AFFORDING COVERAGE NAIC* 256 890-9000 INSURERA: Hartford Insurance Company of M 37478 INSURED INSURERB:
N. Harris Computer Corp. INSURERC:
Systems and Software INSURERD:
426 Industrial Ave INSURERE:
Williston, VT 05495 INSURERF:
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER'
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR TYPE OF INSURANCE I:L
=
POUCY NUMBER (="~ Ir:SM%~ UMITS LTR
GENERAL UABILITY EACH OCCURRENCE $
r- DAMAf?;HgeRENTED COMMERCIAL GENERAL LlABIUTY PREMI Ea occurrence) $ r-- =:J CLAIMS-MADE 0 OCCUR MED EXP (Anyone person) r-- S r-- PERSONAl & ADV INJURY $
r- GENERAL AGGREGATE $
n'LAGGREnE LIMIT APnS PER: PRODUCTS -COMPIOP AGG $
POLICY r~g: LOC $
AUTOMOBILE LIABIUTY I ~~~~~fINGLE LIMIT S r--
ANY AUTO BODILY INJURY (Per person) $
r-- ALL OWNED - SCHEDULED BODILY INJURY (Par accident) $ r- AUTOS - AUTOS NON-OWNED
I rp~~:~~trMAGE $ HIRED AUTOS AUTOS r- -
$
UMBREU.A UAB 8 OCCUR EACH OCCURRENCE $
I----
EXCESSUAB CLAIMS-MADE AGGREGATE $
OED I I RETENTION $ $
A WORKERS COMPENSATION 21WEZU8925 ~7/08/2011 07/081201'1 X l~rrRW~~V;:S I I~~H- ANDEMPLOYERS'U~UTY YIN
A~ PROPRIETORIPARTNERlEXECUT1VED NIA E.L. EACH ACCIDENT $1000,000 OFFICERIMEMBER EXCLUDED? (Mandatory In NH) E.L DISEASE - EA EMPLOYEE $1000,000
If res' destrlbe under D SCRIPTION OF OPERATIONS below E.L DISEASE - POLICY LIMIT $1,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (Attach ACORD 101, Addilional Remaotca Schedule,lf more space Is required) RE: Systems & Software, a division of N, Harris Computer Corp.
CERTIFICATE HOLDER CANCELLATION
City of Anaheim SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN 200 S Anaheim Blvd, Suite 356 ACCORDANCE WITH THE POLICY PROVISIONS.
Anaheim, CA 92805
AUTHORIZED REPRESENTATIVE
I /J#~- ~ .... ,- ,
@ 191f8~2b10 ACORD CORPORATION. All rights reserved.
ACORD 25 (2010/05) 1 of 1 The ACORD name and logo are registered marks of ACORD #S1464140/M1264646 PAM