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Home My WebLink AboutOpening of Proposals - Utility Billing System - Advanced Utility Systems - Part 1D V A N'C E D UTI LITY SYSTEMS 2235 Sheppard Avenue East Suite 1400 Toronto, ON M23 Sg8 Contact: Brenda Klem Regional Sales Manager (T') (416) 496-0149 Ext. 286 bklem@advancedutility.com City of •Bend,a;,, Board of Publ'ic Works Request for Proposals Utility Billing System January 23, 2018 ADVANCED V T I L I T Y S Y S T r M 5 Contents 1. Letter of Transmittal............................................................................ 1 Addendum Acknowledgements......................................................... 3 2. Firm Qualifications.............................................................................. 4 ProposalForm A............................................................................ 6 3. Proposed Solution..............................................................................10 4. Optional Solutions..............................................................................39 5. Proposed Staffing and Project Organization............................................40 ProposalForm F............................................................................48 6. Related Experience and References.......................................................54 ProposalForm B...........................................................................54 7. Responses to System Requirements......................................................58 ProposalForm C...........................................................................59 ProposalForm D...........................................................................66 8. Work Plan.........................................................................................67 9. Terms and Conditions.........................................................................76 10. Safety Requirements/Violations..........................................................79 11. Affidavit, ............................................................. ................... 80 Attachment3...............................................................................80 12. Appendices......................................................................................81 City of South Bend, Indiana ADVANCED U T I L I T Y S Y S T E M S 1. Letter of Transmittal City of South Bend, Indiana A, DV AN C ED U T I LITY SYSTEMS Thursday, January 18, 2018 Attn: Linda Martin City of South Bend Board of Public Works, County Building 227 W Jefferson Blvd., Ste. 1316 South Bend, Indiana 46601 To the City's Proposal Evaluation Committee: I would like to thank you for providing Advanced Utility Systems, a division of N. Harris Computer Corporation ("Advanced") with the opportunity to respond to the Board of Public Works of the City of South Bend's ("City") Request for Proposals for a new Utility Billing System, I am pleased to submit 5 printed copies of our proposal as well as a digital copy of the proposal in PDF file type on a thumb drive. Proposal Form 17 has been provided as an Excel file, using the template provided, on the thumb drive. The completed and signed Price Form has been submitted in a separately sealed envelope marked "Advanced Utility Systems Price Form." Advanced offers proven customer information and utility billing software, CIS InfinityO, which we have successfully implemented in over 150 organizations across North America, Central America, South America and the Caribbean. It is powerful, feature -rich, flexible software. Along with the core modules of cash processing, billing, reporting and collections that support revenue management activities, it includes many features (contact management, alerts, bill formatting, inventory management) designed to allow the City to provide exceptional customer service. Along with CIS Infinity - Version 4, we are also proposing the complementary solutions, Infinity,Link - Version 4, our customer self-service solution; Infinity,Mobile - Version 2, our paperless service order application and Infinity.131 - Version 4, our business intelligence solution. for enhanced analytics. We would like to take this opportunity to first highlight two major benefits of our proposed solution. First, our solution provides an extensive depth and breadth of features and functionality that will meet your utility needs for years to come. Secondly, as an industry technology leader, we were the first vendor to include complete REST API technology within our solution which enables the City to easily and seamlessly integrate CIS Infinity with other City software (i.e. CIS, Financials, Work Management, etc.). Further, Advanced is committed to establishing a solid partnership with the City. The relationship starts with our RFP response and performance in your selection process, leading to the successful implementation of our solution and continues with providing high quality ongoing support for your solution. Advanced, and specifically the Advanced Project Manager, will be accountable for the overall success of the project. 2?31r"'A""'f, d[M VIMG V CWO '4 6 I,—," C)NIAIRO,") 'FELu6�9600,6 FAX(416d96394) www,advaiict�!d�itility,,ci)i�ii D A C E D UTI LITY SYSTEMS By offering the City best -in -class CIS software along with a utility industry experienced implementation team, Advanced will deliver a solution that will enable the City to improve its revenue stream and provide first-rate customer service. 1, Peter Fanous, Executive "Vice President, Advanced Utility Systems, a division of N. Harris Computer Corporation, am the individual who is authorized to negotiate on behalf of the organization, commit the resources of the organization and obligate the organization contractually.. We acknowledge receipt of all RFP addenda (1 and 2). The contact person during the period of proposal evaluation is as follows; Brenda Klenm Regional Sales Manager .Advanced Utility Systems 2235 Sheppard Avenue East, Suite 1400 Toronto, ON M2J 5B5 (T) (416) 496-0149 Ext. 286 bklerm@aGlvanced itIit n-t We understand and adhere to all terms, conditions, specifications, requirements and provisions of the REP, Our submission of a proposal in response to the RFP should be considered a commitment to provide the services sought under a fair and reasonable agreement between the parties. In the event we are selected as the awardee for the contract, we request an opportunity to meet with representatives of the City to negotiate the resulting terms and conditions, including (but not limited to) indemnities, limitation of liability and liquidated damages, in accordance with Advanced"s and industry norm standard agreements. Advanced is prepared to promptly devote resources to such discussions so that a mutually acceptable contract may be concluded in an expeditious manner that aligns with the anticipated project schedule. We look forward to working with the City to finalize contract terms and conditions for this project that adequately address and protect the core interests of each party, Please note we are mindful that the City as a public entity may be required by statute and regulation to include certain clauses in any final contract. e have learned a great deal about the City from this RFP and welcome the opportunity to meet with the City's team to discuss the details of our proposal. Sincerely, lei, — Peter Fanous Executive Vice President ��115 ,ly'IGVAWOl`0a`KYdGIp; f/w',T SpJflu 4F600 KukPhY7G'�li'�r ()lNIa°hHWu IdOsJrE8 C4b%�t1,9w01.<„xr FA��'tC:�i4'�(v?��dvV�N www,a<9v°arwceuW `tyxurrg ADVANCED U T 1 L! T Y S Y S T E M S Addendum Acknowledgements City of South Bond, Indiana 13 16 COUN'ry-Crry BUH,DING 227 W, JFTIJAMN BouLEIVARD SOU1111 BFND, INDIANA 46601-1830 P110M.-, 574/ 235-9251 FAX 574/ 235-9171 TDI) 574/ 235-5567 CITY OF Souni BEND PETE 1Bu,1'T1GIEG, MAYOR BOARD OF PUBLIC OR Date: January 18, 2018 To: All Proposers . ............. From Linda M. Martin, Clerk, Board of Public Works Subject Addendum Number: I Project Name: Utilfty Billing System Project Number: a V6,40 ANN 1 1 Date Received: January 2, 2018 This addendum is being forwarded to you for the above referenced project. Please sign below and acknowledge receipt of this Addendum by faxing this sheet to the Board of Public Works at (574) 235-,9171 within 48 hours of receipt. A copy MUST also be included with your proposal package upon submittal. Notes: The attached documents are hereby added to the Specifications and Contract Documents and become a part of herein. Company: Advanced Utilit, Authorized Signature: Date: January 2. 2018 a division of N. Harris Corn Version4/2/20 15 PROJECT NAME: UTILITY BILLING SYSTEM ADDENDUM NO. 1 Date: January 18, 2018 To: All Plan Holders From: Linda M. Martin, Clerk of the Board of Public Works The following pages contain responses to vendor questions received during the open question period.. You must acknowledge receipt of this addendum by signing the first page, returning it via facsimile to (574) 235-9171, and a copy of the first page must be included with your proposal. — This addendum consists of a total of 7 pages plus an attachment — Version 4/2/2015 ADDENDUM NO. 1 CITY OF SOUTH BEND, INDIANA UTILITY BILLING SYSTEM PROJECT ADDENDUM NO. 1 December 20, 2017 Responses to Vendor's Questions Question: Whether companies from Outside USA can apply far this? (like, from India or A l . l Canada). Answer: Yes, companies from outside the USA can propose. Vendor shall clearly indicate their country of origin and office locations. A1.2 Question: Whether we need to come over therefor meetings? Answer: Vendors to propose as part of their approach how they will staff and deliver the project, including the use of off -site vs. on -site resources. The City anticipates that certain ley portions of the work will be performed on -site at City offices, as typical for this type of system implementation. A1.3 Question: Can we perform the tasks (related to RFP) outside USA? (like, from India or Canada). Answer: Vendors to propose as part of their approach how they will staff and deliver the project, including the use of off -site vs. on -site resources. City shall give preference to U.S. or Canada based resources. AI A Question: Can we submit the proposal via email. Answer: No, proposals must be submitted per the instructions provided in the RFP. A1.5 Question: Has the City of South Bend set a budget for this project, and if so please share. Answer: The City has included funding for this project in their 2018 budget. A1.6 Question: Starnik offers a true public cloud solution. Regarding the following items, would it be acceptable to data dump to the local office SQL server for these database/query purposes? DBA .l Ability to create custom tables by designated users (sys admin, dba, etc.). Page 1 of 7 DBA 2 Ability to create custom views by designated users (sys admin, dbc etc.). DBA 4 Ability to create custom procedures by designated users (sys admin, dba, etc.). G 7 Database tables are accessible via SQL queries or ODBC connections or AN connections G 8 Provides a comprehensive set of database documentation and manuals geared to database administrators, which includes the logical data model for the system, entity relational diagrams and a data dictionary. Answer: Vendor to propose how their solution will meet the stated requirements. A1.7 Question: Can you elaborate on the following item please: CCM 12 —Ability to assign customer to pre -defined payment plans. Answer: We would like the option for our staff to begin payment plan setup with a pre- defined and approved template instead of filling in blanks for every field of every payment plan created. A1.8 Question: Hosted vs cloud? Answer: The City's IT strategy embraces a "cloud -first" mentality, but also plans to consider on -premise solutions. We currently consider vendor hosted and vendor managed cloud as interchangeable. If a vendor does offer true hosted and true cloud, we are interested in the design differences of both. We are requesting pricing for both on - premise and cloud -based solutions. A1.9 Question: Does the City need access to real time database or dump data to local system? Answer: The city is requesting access to data to support ad -hoc queries and data analytics. Vendors should explicitly define their capabilities as it relates to the city's need to access data for ad -hoc reporting and other business needs. A1.10 Question: How many users would be concurrent users and how many field service staff? Answer: The City expects that all of its 60 employees could be in the system at the same time. The Utility employs 15 field service personnel. Al.I 1 Question: Is the project a fixed bid -lump sum? Answer: Items are described as part of Proposal Form E-Price Forms, and include a mix of Lump Sum and Unit Price items. The City does expect the implementation services to be performed for a fixed price and invoiced on a lump sum basis. Page 2 of 7 A 1.12 Question: For the Elemos waste management software inter face - import export via file formats or full integration? Answer: AN calls are the preferred method of interface/integration, but other methods will also be considered as long as the full technical details are disclosed. The ELEMOS Integration Developer's Guide has been included as part of this addendum as additional supplemental background information. A1.13 Question: Does the City want to use a proposer's customer portal or keep the existing one? Answer: The City's current Utility customer portal, Click2Gov, will not be retained, and we expect to use at least the utility billing functionality of a proposer's customer portal. We ask that vendors inform us of the full scope of their customer portal so we can determine how best to use it in our suite of web platforms. A1.14 Question: Of the 60 anticipated users listed on the cost form, approximately how many users will use the mobile application? Answer: The City expects the 15 field staff to utilize the mobile application. A1.15 Question: Of the 60 anticipated users listed on the costform, approximately how many users will be using cash drawers as described in requirement FM 8? Answer: The City currently has 10 users who would need cash drawers, comprised of 6 cashiers and supervisory staff. Al. 16 Question: Does the City have a preference for cloud or on premise deployment? Answer: See question A1.8 A1.17 Question: Will the Consultant involved in the RFP and requirement gathering process, Arcadis, also be participating in some capacity in the implementation? If so, what role are they expected to take? Answer: The City expects that the vendor selected will be responsible for the implementation of the utility billing software and will manage the project and perform all implementation responsibilities in tandem with City staff. Arcadis is currently under contract to assist the City with the implementation project management planning and initiation in conjunction with the selected vendor, with the review of system designs, and with the Fit -Gap analysis as described in the RFP. The City reserves the right to retain additional 3`d party consultants to assist City staff with their agreed upon project responsibilities. Page 3of7 A1.18 Question: Section V, Scope of Workpage 2 of 5 item 3, requests that vendor take the lead on the data conversion process. Will any City resources he available to assist with the data clean up and testing? Answer: Yes, the City expects to assist the vendor on these activities. Vendors to indicate the expected level of effort for City staff, as requested in the RFP Proposal Form F. Al. 19 Question: Section V, Scope of Work page 2 of 5 item 3, mentions that six years' worth of Memos, Notes, and Contact Records are to be converted. What formats and system are they currently in? What is the overall database storage size in the current data repository? Answer: All Memos, Notes, and Contact data required to be converted is stored in the Legacy NaviLine system. Memos and notes are free form text in a comments field and contact records are in their own separate table with their own specific schema. These are all currently stored on an IBM DB2 v7r2. We estimate that contact records amount to —129 MB, and notes of service orders (for all City departments, not just our Utility) amount to —50 MB. A1.20 Question: Section V, Scope of Work page 3 of 5 item 3, mentions that six years' worth of documents and attachments are to be converted. What formats and system are the documents and attachments currently in? What is the overall database storage size is the current data repository? Answer: Attachments amount to —1.41 GB, and are composed of PDFs, Word documents, and pictures. Attachments are currently stored in a network file server and accessed via NaviLine. A 1.21 Question: Section VL "Proposal Submission Requirements "- Page 4 of 6, item 7 states "Proposal Form D is provided as an Excel file with this RFP, Vendor must complete and return this Excel file, and must also include a printed copy of their responses as part of this section. " Will the printed version of Form D count towards the 80 page limit? Answer: Yes - as stated in the RFP Section VI, Bullet A., second paragraph: Proposals shall be limited to 80 sides of a page, total inclusive of all forms and any supplemental information, optional items, and appendices. Terms and Conditions, detailed staff resumes, and the Attachment 3 Affidavit are excluded from the total sides of a page count limitation. Proposals in excess of the sides of a page limitation may be eliminated from consideration. A1.22 Questions: Section VI. "Proposal Submission Requirements "- Page 6 of 6, item B — Licensing and Certification. Please speck exactly what type of licenses and permits Page 4 of 7 vendors are required to obtain and show proof of upon submission. Please alro clarify if those documents will be counted towards the overall 80 page maximum limit. Answer: All licensing and certification requirements are described in Attachment 3 of the RFP. A1.23 Question: Is the City open to a train the trainer approach, or is fill end user training required? Answer: Vendors shall provide all end -user, technical, and system administrator training as part of the implementation project. A1.24 Question: Currently, what are the estimated number of on-line 311 queries regarding Utility Billing? Answer: The current version of CRM Dynamics does not accommodate online queries. There are approximately 2500 phone calls per month logged by 311 on behalf of the Utility. Not all of those calls result in utility billing system interaction. In addition, numerous customer calls are received directly by utility staff. A1.25 Question: How many clients do you expect to utilize on line payments per month? Answer: There are currently about 6400 online credit card payments a month, which includes both onetime payments and recurring payments. The City expects the number of on-line payments to increase as a result of the new utility billing system. Al .26 Question: Proposal Form D, requirement CSS S requests that the new system "Portal provides the ability to request service, including service connections, transfers, disconnections, etc. " However, Section II "Project Background". Page 1 of 2 in the second to last paragraph states "Portal for Dynamics 36.5 will be the online source for City residents to submit all service requests. " Which approach is the preference of the City? Answer: The City's preference would be to have all service (not billing) functionality, utility and otherwise, in the Dynamics 365 CRM platform. We believe this would be the easiest digital experience for our residents. We understand that this might require custom interfaces or integrations with a CIS and/or a CIS's own online portal functionality. This is our preference, but we understand that many CIS softwares have online portals, some with similar functionality. If a CIS has its own online portal, it is important for us to understand what the CIS's own portal functionality is against the potential functionality of a CIS - Dynamics 365 CRM interface/integration. It is also important to understand the cost difference, if any, between the a CIS's own portal functionality and a CIS - Dynamics 365 CRM interface/integration. Page 5 of 7 A1.27 Question: What company is the current Dynamics CRMpartner for the city of South Bend? Answer: SADA Systems A1.28 Question: Just to follow asp, could we get more information on what is needed for the Elemos integration? Answer: Our current CIS informs ELEMOS of all the active locations, customers, and solid waste service types. Information from ELEMOS to CIS is not currently being considered. API calls are the preferred method of interface/integration, but other methods will also be considered as long as the full technical details are disclosed. The ELEMOS Integration Developer's Guide has been included as part of this addendum as additional supplemental background information. A1.29 Question: You are currently on SunGard. Why are looking for a replacement to this system? Need for more fasnctionality or end of life ofproduct etc? Answer: The City's existing Utility Billing utilizes Naviline which is now a Superion product, has reached the end of a useful life for the city as our needs have changed necessitating we look for a more current solution with higher functionality, better access to data, use of mobile computing, more capable of interfacing with our other technology solutions throughout the city, and reduction on the use of paper -based business processes. Al .30 Question: Project Timeline — is there a projected date that you are looking to be live by? And is there anything that might be driving the go -live date as in a rate change, city ordinance change etc? Answer: There is not a specific go live date being dictated for the completion of this project. Vendor should include a preliminary implementation schedule as part of their technical approach as requested in the RFP. The city expects that the vendor selected will have a very strong defined implementation project methodology complete with a detailed timeline, resource allocations, project milestones and project risks all clearly defined that the entire team will manage to for a successful, on time, project implementation. A1.31 The following is a correction to the addenda acknowledgement process described in the RFP. REMOVE the following from Proposal Form E — Page 9 or 9: From time to time, the City may issue one or more addenda to this RFP. Below, please indicate all Addenda to this RFP received by your firm, and the date said Addenda was/were received. Page 6 of 7 Verification of Addenda Received Addenda No: Received on: Addenda No: Received on: Addenda No: Received on: REPLACE with the following: From time to time, the City may issue one or more addenda to this RFP. Vendor shall include a copy of the ACKNOWLEDGEMENT OF RECEIPT OF ADDENDUM page from each addendum issued by the City as part of their Price Proposal, Page 7 of 7 1316, COUNTY -CITY Buil,I)ING 227 W. JEFFERSON BOULl',VARD SOUTH BEND, INDIANA 46601-1830 PHONE 574/ 235-9251 FAX 574/ 235-9171 TDD 574/ 235-,5567 CITY OF SOUTH BEND PET E BUFFIGIEG, MAYOR BOARD OF PUBLIC WORKS Date: December 27, 2017 To: All Proposers From Linda M. Martin, Clerk, Board of Public Works Subject Addendum Number: 2 Project Name: Project Number: Utifity Ming System Date Received: January 2, 2018 This addend -Lim is being forwarded to you for the above referenced project. Please sign below and acknowledge receipt of this Addendum by faxing this sheet to the Board of Public Works at (574) 235-9171 within 48 hours of receipt. A copy MUST also be included with your proposal package upon submittal. THIS ADDENDUM MAY AFFECT YOUR PROPOSAL. Notes: The attached documents are hereby added to the Specifications and Contract Documents and become a part of herein. compe Authoi Date: Version 4/2/2015 PROJECT NAME: UTILITY BILLING SYSTEM ADDENDUM NO. 2 Date: December 27, 2017 To: All Proposers From: Linda M. Martin, Clerk of the Board of Public Works The following page contains the attendees at the pre -proposal meeting, conducted on December 13, 2017. You must acimowledge receipt of this addendum by signing the first page, returning it via facsimile to (574) 235-9171, and a copy of the first page must be included with your proposal. — This addendum consists of a total of I page — Version 4/2/2015 ADDENDUM NO. 2 CITY OF SOUTH BEND, INDIANA UTILITY BILLING SYSTEM PROJECT ADDENDUM NO.2 December 22, 2017 The following vendors and consultants were in attendance at the Pre -Proposal Meeting, conducted on December 13, 2017. Company : Contact Name Email Address Job Title ;rT ;. Phone Number Arradis Michael Rulunno mic hoe I. m I u nn o @a rcadi s. c om Assoc2ate VP- Business Advisory 1330-515-5672 CaenEa y Greg Mack g gmack@cayerlamm Proposal Manager 1-604-570-4300 Cayenfa Jeremy Schultz - :3echuliz®cayenta.com Djfectoi-Sales and Marketing1-664-570-4366: Cagsdale Corpomvon Shelley MacLeod shmacleod@wgsdalo.com Proposal and Communications Manager 1-9028923107 Cogsdale CorpomlIon ' Jeffrey Eldddge - .... jald6dge0cdgsdale.com ...... ... .... Business Development ..... ... ..... 1-8005339690 _.., ... CB51 Kimberly Eved keved@cusi.com National Sales Director 1-870-336-2200 OXC Technology. r Chiislophet.Lund I NathanMartin "clund3W*corn ::Practice Paripar 1404542586.3`- Infor Barry Fisk bany.fisk@infor.cem Senior Account Manager 1-8472245204 fnfdr. Harrison Schulz ` bami5onschu4@!n1orwm Client Partner 1-512,71310425' Ilineds Kevin Cfancey kevin.ciancey&lneds,nel VP Business Development .1-4044818227 Munfl3ll1fng Glenn McDld glann@munlglling cpm Customer Support Lead) Sales 1-&00-258-7020' NurthStar F.J. Foreman eforeman@hardscomputeccom Sales Manager 1-3147812442 NodhStar Rem Siva..rslvapai@.harriseomputercom :Product Spacialis{ 1=fi479727809.::; d. Smarl Energy Wales Kuber Sethl kubecselhl®smadenergywater.in Proposal Lead 1-9092173344 Systems & Software Shawn Drew shawn.drewQsslvl.com VP or Sates 1-812-670-6191 TruePolnl Solutions Glenn Mathes gmalhes@truepointsoiuflons,com`i Business Development Manager 1-5090 788.'i,-i TruePolnt Solutions Jason ReBPord jrehrord[81WapolnisolulEons.corn Dfrecler of Business Development 1-916-220-1156 Tylar.Fechnologies, tan-:- ::.Gery Dube :: ::>garydube@lyEertech.com Sr.ACcaunt Executive -.I'.1-207518-4130':" Page I of I ADVANCED UTI LITY SYSTEM S 2. Firm Qualifications This section of the proposal should establish the ability of vendor(s) to satisfactorily perform the required work by reasons of: experience in performing work of a similar nature for similar clients (size and account base) within the past five years; demonstrated competence in the services to be provided, educational qualifications; strength and stability of the firm; staffing capability; work load; record of meeting schedules on similar projects; and supportive client references. Vendor shall complete Proposal Form A as part of this section. If the proposed solution is a packaged partnership, then the significant subcontractors shall also provide information for this section. Vendor must provide additional information in this section that will: (1) provide a brief profile of the firm(s), including the types of services offered; the year founded; form of the organization (corporation, partnership, sole proprietorship); number, size, and location of offices; number of employees; Profile Advanced Utility Systems was established in 1997 to provide Customer Information and Billing solutions exclusively to municipal, investor owned and cooperative utilities. With more than 150 successful customer deployments across North America, Central America, South America and the Caribbean, Advanced has the experience required to deliver a successful implementation of your mission critical CIS. Advanced has the agility and dedication of a long-term business partner along with the financial strength and security of a Iarge publically traded organization. Wholly owned by N. Harris Computer Corporation (Harris), Advanced is recognized as its own entity within the organization. Harris in turn is governed by ConsteIIation Software Inc. a publicly traded company on the Toronto Stock Exchange. Services Offered When it comes to purchasing and deploying a new Customer Information System, Advanced believes that success rests not only on the quality and stability of the software, but on the strength of the professional services that back it up. These professional services are delivered by our core teams that are replete with seasoned utility and technology staff who bring deep technical and business expertise to Advanced and its customers. The services Advanced offers include: Implementation, Discovery, Conversion, Testing, Training, Support & Upgrades and Advanced Managed Services (AMS). Office and Employees Advanced maintains one corporate office in Toronto, Ontario where the majority of staff are located. Advanced also has -Project Managers, technical and sales staff located throughout the United States in California, Colorado, Minnesota, North Dakota, Texas and Vermont. City of South Bend, Indiana 4 ADVANCED v T I L I T Y S Y S T E M S As shown below, Advanced invests heavily iri developing, testing, implementing and supporting CIS Infinity. Our corporation is focused only on adding value to your utility billing solutions. Number of Employees Professional Services 72 Support 20 Research and Development 47 Sales & Marketing 5 Executive Management 5 (2) provide a general description of the firm's financial condition; identify any conditions (e.g., bankruptcy, pending litigation, planned office closures, impending merger) that may impede vendor's ability to complete the project or meet the vendor's obligation during the first five years of maintenance and support; Advanced has the backing of a financially strong and established company, who is governed by a publicly traded company on the Toronto Stock Exchange, Constellation Software Inc. (CSI) (TSX,CSU). CSI Financial Information for the Past Five Years 2016 2015 2014 2013 2012 Sales (In inillions of 2,125.1 1,838.3 1,669.3 1,210.8 891.2 dollars) Net income (in millions of 206.8 177.2 103.1 93.1 92.6 dollars) Advanced also does not have any conditions that may impede its ability to complete the project or meet its obligation during the first five years of maintenance and support. (4) describe the firm's experience in performing work of a similar nature to that solicited in this RFP within the past 5 years for clients of similar size and accounts, and highlight the participation in such work by the key personnel proposed for assignment to this project; and Advanced continues to enjoy great success in the water utility marketplace, with water services being offered by the vast majority of the more than 150 implementations and professional services solutions we have provided. Of these implementations, seven have been completed in the past 5 years that were for utilities similar is size, accounts and scope as the City. In our response we have provided references of peer public utilities facing similar challenges as the City and how we worked with them to deliver on their strategic initiatives, Advanced has built our extensive utility customer base by targeting organizations like the City who require flexible, easy -to -use solutions that can also effectively meet extensive and complex requirements. City of South Bend, Indiana ADVANCED UTILITY SYSTE M S All key personnel proposed to work on the implementation have been involved with projects similar in size and scope as the City. Please refer to section 5. Proposed Staffing and Project Organization, question (2) on page 40, (5) identify sub -consultants by company name, address, contact person, telephone number, and project function; describe vendor's experience working with each sub - consultant. Advanced does not outsource any part of its process. Proposal Form A City of South Bend, Indiana PROPOSAL FORM A VENDOR BACKGROUND FORM VENDOR INFORMATION: Please cozn fete all information ass ecifed below Company Name Chief Executive Advanced Utility Systems, a division of N. Harris Computer Corporation Peter 1{anous Primary Street Address City State Zip Code 1400 - 2235 Sheppard Avenue East Toronto ON M2J SB5 Primary Contact Person for This Solicitation Contact Email Telephone Number Brenda Klem bklem@advancedutility.com (416) 496-0149 Ext. 286 Years in Business Number of Employees 20 149 Full -Time 0 Part -Time Website rvww.advancedutility.com Please describe your US and Canadian based staff organization and resource levels, within the following ratPCmrias V Resource Categorization Total Full -Time Equivalent FTE ,Staff of the Vendor Business Analysis 21 Technical Support 21 Training 13 Custom Development 20 Quality Assurance 8 Research and Development 48 in total (includes the 20 Custom Development staff members) Total FTE Vendor Staff in Any/All Areas 149 Utility Billing System Proposal Form B - Page 7 of 81 SUBCONTRACTOR INFORMATION: Please list subcontractors who are include in the proposal. Complete the following tables for each subcontractor. 1 `Company Name sI Chief Executive. NIA - Advanced does not outsource any part of its process. Prima Street Address Ci State .. zi Code Primary: Contact Per son for This Contact Email Telephone Number Solicitation Please describe subcontractor US and Canadian based staff organization and resource levels, within the Utility Billing System Proposal Form B - Page 8 of 81 PENDING LITIGATION AND LIQUIDATED DAMAGES Please complete the following two (2) tables regarding any/all litigations and daniages, if applicable, encountered in the MISt five (5) veors. Does theVendor HaveAnyPendOil if Y, Client Name/rj:2'eet Name Date Descrjption/Cause. Has the Vendor Been Suliject to An Li uidated—Dania ges? (Y N) Has the Vendor Been Suliject to An Li uidated—Dania ges? (Y N) If Y, Client Name/ Project Name Liquidate I Damages Description/Cause Imposed Amount Date Imposed Collected Amount Date Collected Utility Billing System Proposal Form B - Page 9 of 81 ADVANCED L) T I L I T Y S Y S T E M S Vendor must provide a narrative which addresses how the proposed software will meet the system requirements and how the vendor will approach the implementation of the solution. This section shall: (1) For all proposed software components, Vendor shall clearly indicate the proposed version number and software name, the current version number and software name, the planned release date for the next version, In response to the City's Request for Proposals for a new Utility Billing System, Advanced Utility Systems (Advanced) is proposing the implementation of the following industry leading CIS so] utions: Solution Proposed Version # Current Version # CIS, Infinity 4 4 Infinity.Link 4 4 Infinity.Mo bile 2 2 Infinity.131 (2) For the proposed software solution indicate the number of current installations and installations performed in the past 5 years, by type of'utility (water, wastewater, electric, gas, etc.); Water,/Sewer Electric Gas Multi Current Installations 8 1 0 Past 5 Years 18 6 1 (3) For proposed software, indicate all supported computing environments, indicated support for virtual/physical servers, operating system, and database management software; Virtualization Advanced has many clients that have deployed CIS Infinity in a virtual environment that utilizes a third party virtual server (VMware, etc.). There are no specific requirements or components for CIS Infinity to be run in a virtualized environment. Operating System and Database Management Software CIS Infinity Requirements Application Server 0 Windows Server 2008, R2 or higher 0 Microsoft Internet Information Service (IIS) 7.5 or higher 4, PHP/DokuWH<i for CISIlelpwiki system City of South Bend, Ind,iana 10 ADVANCED UTILITY S Y S T E MS Database Server • Windows Sewer 2008 R2 or higher running Microsoft SQL Server 2012 or higher or; • Windows Server 2008 R2 or higher running Oracle 11g or higher or; • Unix/Linux/AIX (any version) running Oracle 1Ig or higher Link Mobile_ Database Server • Windows Server 2008 R2 or higher running Microsoft SQL Server 2012 or higher • . NET 4.5.1 or higher Framework Installed Workstation Operating System and Specifications • Windows 7 or higher (Windows 7, Windows 8/8.1, Windows 10) Link/Mobile Requirements App Iication Server Operating System • Windows Server 2008 R2 or higher with Microsoft Internet Information Service (IIS 7.5) • NET 4.6 Framework Installed (4) Described on -premise versus cloud/hosted software delivery options. After reviewing your technical requirements, we can offer three possible solutions: on - premise, hosted or a hybrid solution to the City. The on -premise solution is our traditional -model wherein all hardware and software are housed on site. All CIS Infinity enviroru-nents can be deployed in a virtualized environment. A hosted solution is also available. It offers the same functionality as the on -premise solution with the only difference being it would be hosted off -site at a Harris data center, Finally, a hybrid solution provides the security of having your system Iocated on -premise combined with the Advanced Managed Services (AMS) offering. AMS is technical services that go above and beyond the standard Support Agreement. It includes the regular application of builds, full regression testing, business process reviews and more. These services will help keep your CIS investment at peak performance in the same way as you would expect from a cloud -based solution. This hybrid offering provides you with the system you need based on a better long-term financial model for the City. Advanced is currently developing a cloud solution centered on our new browser user interface (BUI) version. It would be hosted in either the Amazon Web Services or Microsoft Azure environment. This solution will be ready for deployment in 2019/2020. In our proposal, we have included Advanced Managed Services (AMS) as an option. City of South Bend, Indiana 11 ADVANCED U T I L I T Y S Y S T E M S (5) provide a system overview, including an overview of the technical architecture and the proposed hardware environment; TopWogy CIS Infinity With Infinity Un k ThisdlagramshDv� a typimiconfiguration with a Payment Proces rthal pr"cles Payment input Screens . ..... ...... Intranet CIS Client 01 ryp Applicatio Database Server Server Ataceas Port 443 SSL Hardware Envlronment Internet Payment Baernal Web Clients I. Processor DIAZ Infinity Unk & is Payment 0 Application R CIS REST AP11 Ac�ss wia pan all!houlAfflnd Weir ;�ejtld,�= . . ......... Database Server Processor it - 12 CPU / Cores @ 2 - 3GFlz RAM 32G B Disk Space CIS Infinity (-75K accounts) Initial Size ............. 35 - 40GB Assumptions - monthly billing, 3 services, 5 years of reading/ billing history converted. Add est. 1GB per 3K accounts. Infinity.Mobile Initial Size Service Orders (based on 3000/month) 3.5GB 30MB/month City of South Bend, Indliana 12 ADVANCED V T! 1, 3 T Y S Y S T E M S Application Server Processor 4-8 CPU / Cores Q 2 - 3GHz RAM 16GB Disk Space CIS Infinity Folders (Folders may vary based on use, retention period and types of files attached) Standard Folders Letters (average file size) Attachments (average file size) 1 - 3GB 30 -10OKB 200KB CIS Infinity Web Service I 25MB Infinity.Mobile Web Service 40MB Public Web Server (for Infinity.Link, Infinity.Mobile and Payment web pages) Processor 4 - 8 CPU / Cores Q 2 - 3GHz RAM 16GB Disk Space (Total Size: 755MB) Infinity. Link Website 250MB Payment )engine Website 5MB Infinity.Mobile Dispatch Website 250MB Infinity.Mobile Client Website 250MB City of South Bend, Indiana 13 ADVANCED U T I L I T Y S Y S T V M S (6) describe each software module that is being proposed, CIS Infinity has unmatched functionality available standard. CIS Infinity is not modular.. All functionality listed in this table is included as part of the base package. • Alerts/Action + Financial Reports Reports . Inventory Management • Billing Backflow Device Auto Final Bill Electric Meter Bill Re -print Gas Meter Bill. Journal Instrument Transformer Cancel -Re -bill Process Key Management Cycle Billing Propane Tank. Estimating Solid Waste Exceptions Streetlight Final Billing Water Neater Pre -Exceptions Water Meter Regular Billing Transformer/Loading Manual Billing • Loans Flat Rate Billing . Memberships Service Acid/Reprove 0 Meter Reading • Cash Register + Move In/Move Out Bill Payment . Multiple Receivables Credit Card Authorization . New Services OC:R/Barcode Scanning Receipt Printing Payment Processing Sundry Payments Adjustments • Collections Rank File Import Arrangements Deposits Assistance Agency Payments Penalties Bankruptcy Post Dated Checks Credit Rating Third Party File Import Disconnect/ Reconnect Late Charge /Discount + Period End Routines Notices • Point of Sale Post -Date Inquiry . Pre -Authorized Payment Write -Offs . Rate Management 3rd Party Notification Scheduler • Contact Management + Service Orders • Correspondence Management a Security • Customer Service Inquiry City of South Bend, Indiana 14 ADVANCED u T F. L F. T Y S Y S TE M S Customer and Account M'ainagement All Custoiner/Account information is logically grouped into tabs that the user can quickly access from the main AccountView .form. The user can configure which tabs display by default (conuno'nly accessed). Other tabs can be opened using the drop down menu. easxveme.r „Lp1_. ma,e�n urr�z. ��,�, ➢+PA'AS ps9�dt bAP.H+9i m mmwwww uiw wwww d m wmm wUMMIMMMMEMN H f43%i MCk..� 1^ly .M Mrffi,A.�A'CSA GMkdmk'a'�A wA4ddD=551k elAKA', � 5MdaN1YCA}'t.'tin@. � �F6RE`Cw4 A�4�. �.. list WSM6212 n'W"tiRM, 3CIM011rxhaMM All 11, EW,dj&, he r&& w rtx+Tlioh,' Milne arld: c"'U"J.1 XL.' u—p, Lwcl -- C.d, iLOpift MW f7 arP�a�, -jlltl wam d �r�tl m�ardcre&tsry P rvn¢v;� 16�Am;,veG fu'P. imo':@d201P'R+fip�4CdO3B 1!i/MOJr G'�Jtwl 'i 0 @'3',O:d4L � 1f@b4' CW uy�; F.ae�. 4JM Shunmeu�mfxe' �; risw:ccacrcrlC'.mm�cri'@.u,�i�A.� Aft.,h—h Bilk C.0t C�MYe ,! c�KnA��rn«m»anm Enm��ws EgWpma t 6,4.4a. L.U— L....x pClS hmap 1.0eevahb p M19ew 9.,id�icag h4eve84rW'47w,,r FSAtc. PAPA �J' A1eawEeug BTxtar,� sd'.d.k d 5:erxv.ce Addre.cs 3endc� ry�d:e+: Sen k. The quickest way to view inforniatiou about a Customer/ Account is in the information Band. City of South Bend, Indiana 15 ADVANCED UTILITY SYSTEM S All important Customer/ Account information may be placed in the Information Band, which can be configured down to the user level, The Information Band is designed to display a summary of the Customer/ Account, however, when you click on any piece of information ha the band, it will immediately take you to the tab on the Account -View form which reflects the details. For example to search on billing history, the user simply can click on the 'Last Bill" hyperlink in the information band. CIS Infinity will automatically navigate the user to the Bills tab, Alternatively the user can select the Bills tab on the AccountView form, All billing history is displayed on this form. A user can sort and filter by any column by selecting the column heading or the filter option on the column heading. The user can drill down to all the details for any bill. City of South Bend, Indiana 16 ADVANCED U T I L II T Y S Y S T E M S Contact Management First Call Resolution is the aim of Contact Management in. CIS Infinity. In order to have all required u-dorn-tatlon at your fingertips, the Contact Management design gives the City quick access to the in.forniation needed to assist any customer that calls or walks in. Contact Management is performed in a variety of ways from various talcs (i.e. Notes, 'T'asks, Letters, Service Orders, Contacts, Inquiries, Schedule, Esmails and Attachments) on the AccountView form, kTAm em wce ..a7e�dmrgb9��sr 4 aerOc A uc Tmaa�raaw b fi e t� oC W PA&� f7as� P1t teak m� Contact Et�praat pus �zmrrer ... �, annex � ,�awmmuce^ s r tmaan 1S t u rG rents ,p did Creed m2 ai�exstm w w E sobwd viat - Stsme ids°maer. wow w T� is Letiera Ic mumxes tVeates Emn s ., rwrbce ruder scheckie Attaac4m em is 3711732 FIELD INVESTIGATION No Aecez, Attempt contact m6i customer for access to m7a.,, 2120120 4 � rio � i �13� i�� riiimirrui �" r . . �.�.�.�.�.................... „ �....... _....,..................... ,...... .......... ,..... ..,,....... ®, � . Records of all historical transactions (including User ID and Date/ Times tamp, Service Orders, Notes, Tasks, Letters, Emails, Outbound Calls, etc.) are stored and all correspondence is supported and can be generated or tracked per customer/account. For example, the Dotes tab tracks everything about the customer, and the Letter tab tracks all letters that were sent to the customer. Automation of the City's contact with your customers can be done individually per customer or in mass, through the use of established Filters (e.g. filter on all "Residential" customers that live on "Maul. St.") and by generating Actions (i.e. workflows). CIS Infinity will track the appropriate contact method under each applicable tab in the AccountView form for each customer. Correspondence in the form of files (i.e. iinages, documents, scanned pages, voice recordings, etc,) can be attached by you to the Custorner and/or Account record. Attached files can be viewed directly from the AccountView form,, all with a single button click and without having to open a separate application or window. City of South Bend, Indiana 1.7 ADVANCED U T I L I T Y S Y S T L M -q Automation/Workflow Automation Whenever certain events occur in CIS Infinity, a task can automatically be performed in response to that event. These automated responses are called Actions. The dynamic nature of Actions provides a multitude of ways that CIS Infinity can introduce automation into your daily routine to efficiently run and/or eliminate many manual daily tasks/processes. Automation will be handled as designed regardless of the CIS Infinity Locale (English and French are currently supported). For example, Actions can automatically generate service orders based on information from meter reading files, or process additional fees at the close of a service order, or update a collection notice, or even generate letters and customer account tasks, etc. City of South Bend!, Indiana 18 ADVANCED u "f r L I T Y S Y S T E M S Workflow CIS Infinity is designed to allow an approval workflow process for financial adjustments or transactions being applied to a customer's account, Approval workflows can be configured in many different ways, which can be Lased on amounts, types of transactions, approvers and alternate approvers. it &CA1144rAmov 0mvOe";sTupui m Its uiuu A°J� A fOrmm i dArvau M (as I sm 0 �, ... (SS 00 n* mmrmmwit fm mrrr 5$00.00 ApKoydCf dsd I`.) Sotf M'at OK Ask0,111) �Transau.tuonRequest Apt OvalReq AWPdTus,�„ AttAira ote AXmwvow Uaff ID .............. ., ,se ded ,y� Reco Aabon.Credt Ai F, ; ,,.. MOMMM Aduu,tGa., Reconclawi - Debft �,°, Adpet Goverment ent Sechr c Loxi to Acmwu Adp nt Gow°emnwent Gas w L4it CoM act Adpst Govesmtnent Refxw.we uuptc'y-Hectric Adpsl Goverw pent $Wrmatei 1upstc'y • G.&5 Adp,l Olwe ^mvll Lw7111ew Mer 'J upatcy - Refuse Adp,,t Goverrvisent Water =ruptcy* - SAS Tax ; �� Ad *t Refuse - CWPstrr iuptcy . Stmmwater w -. Adtust Refuse • Rec'yde Rather than having post -it notes or written requests to one person for processing all adjustirients, ally usea- or° a group of users can be selected to request the adjustment. Based on the transaction code and the amount, the request can be routed through the approval process to the correct person using the Transaction. Request Control form, In addition, Actions that generate a tusk for a transaction request approval must exist in tire Action Control form. City of South Bend, Indiana 19 AD VAN' C ED U T I L I T Y r Y S, T E M 5 Billing Management With CIS Infinity, you can implement a wide variety of Billing processes, which can be complex (e,g, consolidated bills for large industrial or government clients, master and sub - meter billing, interval meter and various meter reading billing) or simplified. (e.g. bill cancel and re -bill). Real time transactions eliminate the need for day -end processing, while bill registers are archived electronically, and there is greater precision for exception checking, usage quoting, and estimating based on unlimited reading history. The integration of the customer information and billing components of CIS Infinity makes processing adjustments, estimates, and final bills quick and easy, You can define your own exception parameters and processes, make special discount and credit arrangements for individual customers, implement alternative tax rates and apply multiple taxes, Cycle, date and event driven billing schedules are also supported by CIS Infinity, Tirne and volume based consumption are tracked and recorded through interval meters, while consumption validation and estimation algorithms (e.g. the arnount of last bill, the average of the last six moriths, year, or two years, etc..) are handled through customer -based exception checking and billing, City of South Bend, Indiana 20 ADVANCED UTILITY S Y S T E MS Using the Collections tab on the AccountView form staff can effectively identify, manage and perform collection actions against delinquent accounts. CIS Infinity allows staff to quickly target accounts by the account class, amount owing, service, days past due and. much more. Within the collections tab staff can issue notices, send letters or schedule phone calls to overdue accounts. Searching and Reporting Simple Searches Searches in CIS Infinity are simple. From any screen, begin to type a customer or account number, the Search window will automatically appear without you having to click on a Search button. Th is allows for quick searches based on the customer / account number. Other simple search options besides searching by Address, Name and User Defined Fields, include those options available in the Customer/ Account Search form and many more: City of South Bend, Indiana 21 ADVANCED U T tl L M T Y S Y S, T C M S Each Search option allows for partial matches, "Sounds Like" capabilities and wildcard searches, All Searches can be saved for future use, Reporting Although CIS Infinity provides easy one click on-line access to information, utilities often require reports for managerial and operational purposes. All reports included with your CIS Infinity license utilize a runtime version of Crystal Reports. Reports can be run ad -hoc, of scheduled to run one time or on a recurring basis. There are five reporting levels available in CIS Infinity, which allow users to access the information they need, and export it in the format they desire: • Advanced Searches - Quickly select the data on which you wish to report and with one click, export the results to XLS, or other types of file formats (e.g. XUL, PDF, etc.) • Standard Reports - Run any of the numerous utility specific "out of the box" CIS Infinity reports .and apply your data filters to get the information you need. • Modified Standard Reports - DoWt like the format and data elements contained in the CIS Infinity standard reports, simply copy the report and make the changes that will meet your reporting requirements. • Utility Specific Reports - Create new reports to meet your unique reporting requirements. Attach your own Crystal Reports format to the CIS Infinity reporting environment so users can access your utility specific reports directly from. within CIS Infinity. • Shared Reports - Leverage reports (e.g. statutory, state specific reports) that other utilities using CIS Infinity have created. Share reports within the CIS Infinity user commundty. City of South Bend, Indiana 22 ADVANCED UTILITY SYSTE. MS CIS Infinity is configured using Control Tables/Forms and can be customized to meet your Business :Processes. "l'his ensures your irnplernentation is faster, cheaper, and more reliable while utilizing sophisticated configuration tools. Your CIS Infinity is initially configured by Advanced, as decided upon during the Discovery Phase of your implementation. Since all modifications, including Client -specific modifications, are activated or de -activated via Control Forms, you will have access to all relevant functionality for your Business needs. A/R Control form configured with some A/Rs: .04;""wk IVA ,,. "'I ( sis hA t ewer NAaro VWq M f R93Cr u . Gs 'uw lu v, nn p � �C,Ail mwmaarvwrr _ P'lucuu"'ak Ma vr'i4 �.TAu,A P«�. ma;.d„�u .T{ Dgr loch-a.Kta7. T,*A-1ckM: (N.. rqwn0—,;r�� tk wtQ,10mt . CIN Al ywxa P.7=am'k"d'N!n!'w,e NPI t lµ Y-. O(Wl SAC LL"k,MW'4d-Vt� Dq;y*t.Ele,14 „�p �A,4M EF, Ehu1'NM P.1iw% :rm'rrVYe Dtl($A.'Wdlt , Jrew Co, D", PM pumut PAw4 ba.111 V'4 r4-4MlW co!,h C^LEk " 0 . Won Aht-Fo,ctr'%. Gm011 GuA. rA. Re<e+vW,-Wo Gannh t8 0.mwi9,4Yafi+,i Aim" + m l/Admt hti ,1,40e Cm�u@v G C-1h e'A hxAux n,we Re ,aR e v" Is.. u',;.uryror l 'awA SArtwri romPsn Ra A rdhmc starmmra,AW cAd, TOW CA' CX 4M'.6YM°A,kA rA,,?i1 -- RmemM'r i"m»4 a4nAnme CF,eaur AiR b&APM s,a7vlr A du kkl Cwm,Cr 0d, WE V&te 01 Ek,U,e nrOffEeynm- ,Ek,tr Cmjw. City of South Bend, Indiana 23 ADVANCED U 7 1 L I T Y S Y 5 T C M S CustomizingCIS Infinity CIS Infinity V4 contains powerful functionality to allow for every screen to be completely customized to meet the City's requirements, and tailored to best serving your users. All custornizations, are completed through the Form Layout right -click menu option. Customizations can be saved, secured and applied at a global level, to specific groups of users, or even down to an individual user level. Multiple screen layouts for the same screen can be defined and switched between dynamically. A partial list of available customization options and an example of the Letter Management form layout are as follows: • Field Positioning • Global Field & Label Renaming • Grids (List Views) Columns I lidden/ Reordered/ Resized • Field Hiding, Masking, Input Control • Default & Mandatory Values • Placement of User Defined Fields • Creation of new Tabs, Sections, etc, City of South Bend, Indiana 24 ADVANCED U T I L I T Y S Y S T E M S CIS Infinity is integrated with an internal Scheduler which can schedule and automate every batch or repetitive CIS and billing function that you need to do at the City. Processes can be scheduled to run on an ad -hoc basis, or submitted directly to the. CIS Infinity Scheduler to run at a specified time, or automatically on a specified :schedule. Schedules can be defined at any interval from every 15 minutes to annually, and can tape into consideration your defined blackout periods and weekends/holidays. Some of the available batch processes which can be run by the Scheduler are: • All Canned and Custom Reports • Pickup Processes (e,g. Late Pee, Payment Arrangements, etc,) • Billing; Batch Calculation, Printing and Updating • Payment Batch Import, Journaling and Updating • Interface Process Exports & Imports • ACH/Payment Plan Processing 0 . SAW,, Entagr7,om keWt Farm FRWLMATEH (I t� EXCEPF&Cx UPDTBT a C..%h P-T3.wAlnu2 F ,, PAIMI SOATCn Pv+SmotoeNnw-(5) BF.WRNAL Baldskdw'9 F¢s'rrm rfvETL.SDATO1 PutmDeRw on(3l' START EML'h ' Tr¢w'raf"Exrcp*n Frm.am F3k5+ ILLS, EATC11', PkvesCmfrotmr 12I ',M 4TL1Jt5`S E"10EPT6CIgO BSA -&.!Prs&ntir Fame FAM5WCATCPd C.LCTPATE O�aG[dr.&Ax3s+m Ad Wskche,6 Far i RMSEcEC—PB;II115BATCtl4 FTOT:e?<a'.C'ETintnrvo lA,j 5Ek..ECT MATE Eatch • P,,,t 3mi.w+m'A Pc FMiCFEATCM Pun—'.mC''mTimkt- (1251 Kam' OL EM,h- LkXfate Fsrvm 8"3k!MK'11ATCr1 PrsrrE,Tk?NFwp Tray(126) C.VDAI Said'v•Upd to MWsks'hw Farm B^6YMMEt'TCA,Ser1E,ATLA Pa"n;'taraktfkri wmra 4 MI SEEEiT R.-Vm, FcRrTr FRP r„A'.CA�TCM Pr fM'ea�9F,keR'�r pnn C130? kFIVA'TE B'#,eOlTPF FV'n FAM",CO, c7cw)''OAiT4"tl^7 FmC+Ct'.w'CS;'kC`a'M9MW6 Qtl.7"w)'SELEO T'4CMIN.;%'yE;AYICjMrk.PKTA.. EA So vie C, 6Prink Fv. fi'RFiT.ut9AAPu'EGAY"u'V]F7IKMJRw'L.'df`YCSAYT P,wcw•a�4�'�'�C9vreCvy�v.(M) Po'VI r Reawwlrp C.W' FFa o) Fvwmu�. TFG!Sp'pu'3CBtiS➢TGA(^,Bs,7G':C9 P'rcu;ey: ^.W'ntivaa Q;d2,1 FX01 r Rr"'O lr1wi::Face Hd F&. fRIM6litM CT. PxacEvrCEa tmn (21) kwl ,,,, .,, ,d,,,,d,,, .. „� a �i� TIA ,..erta ,�.�� .a,x...� „ i�✓icrii,. o.�i�� viiii, ian� F City of South Bend, Indiana 25 ADVANCED UTQ LITY SYSTEM 'S Scheduler Options for a Process Scheduler options for a process can be done, hourly, daily, weekly, etc. The Scheduler will inform a designated individual or group, via email, of the scheduled job's success or failure, along with pertinent details, Scheduler Job with multiple steps Scheduler jobs can be defined with multiple steps that are linked. For instance, once the payment impart of a lockbox file has successfully completed, the journal for the batch will be created, saved as a *,FIEF .file, and emailed to a user for review. Multiple scheduler servers can be defined to automate multiple concurrent processes. Clients use the Scheduler module to automate their key processes, which in turn relieves their staff from having to remember to "chick on the button". The Scheduler can run as a Windows process and is fully controlled by the City°s staff. City of South Bend, Indiana 26 ADVANCED UTILITY SYSTE MS Security/Auditing CIS Infinity supports robust security and auditing functionality. The security model can be set globally to either a restrictive or permissive mode. All users are assigned a role, and role - based security controls access to all screens, taus, processes, tables (down to the individual field level), reports, queries and layout customizations. Any item in CIS lnfinity can be secured, includrxig restricting options available from dropdown lists. All securable items have different access types defined., such as Access, update, Add, Delete and Manage for table level security. The security model can be rnaintai ed by a CIS administrator and does not require IT training to administer. CIS Infinity supports Active Directory log -in validation, in addition to internal password management functionality. City of South Bend, Indiana 27 ADVANCED U T I L I T Y S Y S T E. M S Custornizable menus and layouts also support security by ensuring that you have the ability to customize the information available for viewing or access by particular user groups and even by individual users, Auditing CIS Infinity also supports robust field and table auditing functionality, including the ability to audit/track changes made to any table or field by a user or process (e.g. API -level changes originating from integration activity). CIS Infinity pre -ships with a standard list of audited fields, but the City can audit any field in the system easily through the user interface, as well as view the audited details graphically (such as the original value, user ID and date/time of the change), OMMMEM= Infinity,Link is our online web customer portal that further enhances the core capabilities of CIS Infinity. With lrdinity.Lirtk, customers can get real-time information on their account 24 hours a day seven days a week. They can easily look up consumption history, log service calls, review and pay their account, print bill history, and submit meter readings whenever it is convenient for them. The web -responsive offering allows you to view Infinity.Link on a desktop/laptop, tablet or phone without having to download an additional app. UNK jf ttsf TOW Ifif 1#O91 M!14 City of South Bend, Indiana 28 ADVANCED, U T I L 1: T Y S Y S T E M S I lK, 1110IM111111101011111M TON W VAR UrIJK Milli I k NI M coclMmmmi I I I/A ®gyp LAMK 11, 01 h rld ... . ........ ' ..... . . . . .... .... .... . . . City of South Bend, Indiana 29 ADVANCED W T X L X T Y SYSTEM.. S nf i�nitV. Mobile Infinity.Mdbile is our complete workforce automation application that reduces paperwork and increases accuracy of the service order process by leveraging mobile and wireless technologies. Through an easy to use web -based dispatch application, service orders generated by customer service representatives or account managers in CIS Infinity form a task list to be assigned to available field personnel. Mobile field workers can receive and provide updates to service orders in real time to/from CIS Infinity from tablet devices, ruggedized laptops, or similar mobile device. Dispatcher Sample View Ita GQk. &'q+x N�svw�;wCare I4clW I Gd.O �am4 Gm. L'�.Vr ,rq G != Wt tiV J Y'N!lNWV1W";Cv� .g e silk Ii�IN9X. nZ'tiG AWY N, kri�)RM1dI'u'Y'MAW4'b City of South Bend, Indiana 30 ADVANCED U 7 1 L. I T Y S Y S T E M S Field Technician Sample View Order Detafls cdr— St.— 0=0= ON= MDERA 11cUSSIFIRALBILLSERMEORDEM Bill Add—.: 32f HAMPTO I c--t0.1-- -11, 0, TC.0ni,T,O 0,,IMM ILA La. WO A. —I 11-3 G'W. e .. V4DI S1011el L A1 s.h.dW. D.- vio-12 A—LTyp,^ Pul .. dell S.- 1-D C.11— C--M.—t Z.f— H—di fa"232-702S Z—e 5,-,e v1IO u�pAM".t i Tl— IBM ffl= R.-Acd—W 13 ILI §—, I SRI— C lea—pten L14N.-, k LjCatan_Ccde1 L-1—_C.AD2 L ... t.,J.Jel f0me, MT. SnraWVIIs'a;e I 7DOt:t7 tjat'r IAM h.IMu I let., R-Aa# I rl33Vo9 . ID 1132 'I se"ke — Reed 7vo. Llr-W... PaFte"s.4 Mad LMI Read: Date Last Rea�dnq Read, PQ e. Or OR 70 1 1 donVl I I Read ®ale dead Type Read 91.1u. cu-nt Read cc' —PR" D.Y. 0G ??' 2RT % Dntrlo 0 R7 -1 N� .na.e, St FaF9a Y_"r3 DlaYdPJ a2'h�0^01 15 ❑7,IE 2ODr5 21 DOUDD V'�71 000n 07-201,e tQfl OWUlD I , 5Jubil 97 I I ✓QU A-0 P,— r g I.=t, 12 7 MIR 1, 1 12 Z51y A.I., 12 V11100 5,, MMMMMM I'm, 8" ce—l.t. Data C.";6eev, Cv . I Ti— Elm= City of South Bend, Ind`uana 31 ADVANCED U T I L I T Y S Y S T E M S Infinity.B1 is a powerful business analytics solution developed specifically for utilities. This tool provides a rich set of dynamic reports /dashboards which can be tailored to address the unique business intelligence needs of the City, Infinity.131 includes self-service analytics functionality for operations management and customer service representatives to interactively analyze revenue and service consumption, cash flow, collections, service customer move -in / out activity, customer call volume and service orders. Inf-init,y.Bl offers a built-in rate case module which allows users to perform what -if analysis by manipulating, revenue data consumption data, tier breakdown providing access to deep and powerful data analytics thus enabling informed decisions based on key performance indicators, dashboards, and performance metrics, Revenue & Consumption Dashboard m"x II SMNYUE lP City of South Bend, Indiana 32 ADVANCED U T E L P. T N S Y S T E M S (7) describe the software licensing model; CIS Infinity is licensed on a Concurrent User basis (i.e. number of users simultaneously logged into CIS Infinity). There are two components to the CIS Infinity license fee; a server fee based on the total number of concurrent users and a per concurrent user license fee. Additional licenses are only required if the number of concurrent user licenses required increases. The licenses for lnfinity1ink and Infinity.Mobile are perpetual. lnfinity.Bl is licensed on an annual basis with a recurring license fee. (8) describe the schedule of software upgrades and provide a current roadmap for the proposed solution; Upgrades or "Builds" are released on a quarterly basis, Between builds, executables may be issued to meet client needs. These items are downloaded from the Advanced online customer portal www.nrycisirlfirxity.com, For a current product roadmap please refer to section 7. Responses to Systems Requirements, Proposal Form C, question 1 - 18 on page [I. (9) describe the proposed integration approach; Advanced takes the method that is most flexible and applicable to the specific interface requirements, For, real-tiune interfaces, API scripting utilizing exposed CIS business objects provides the most flexible and secure method of automating CIS business processes from external integration points. Integration Approach External Paynmeen'@ �. ...... aadMaL 3rd Paett�'Pa&Inaent [dn'eetamx. Hrrxr.�mrs ,,tMiu&rad _.. _c Meter Reading F marynal5y!term GJL mad aµSW ��' ete RaurC ACH irIYr.I! rsIrk iip I pIt, P eat1 f , CrI I t . 11"0 P Tr.TFar TI /1 }4� rd 'r, inuliltrf kr rnlEa t,u !�. arfard "terry 11 N wI v alm" eit HI I at i. 1: n I'll1 ,:� r ln ar A apPI t,oIr/DE, v,f-IJ .< fo r nArr 1cd[I 1,lae tvIv, i onrn ntt„ City of South Bend, Indiana 33 ADVANCED U T 1 L 1 T V S Y S T E M S (10) describe the proposed implementation approach, The Advanced implementation process is designed to deliver the best solution within the most appropriate time -frame. Flexible enough for any deployment, the methodology ensures that Advanced thoroughly identifies and integrates the City's requirements based on your particular business objectives, required user experience and success criteria. Advanced staff will work both on -site and through remote access to the City's system. Staff is onsite at key points in the implementation based on a schedule approved by the client, usually for 4-5 days at a time. During those visits, Advanced staff would work closely with the staff at the City to perform activities specific to completion of milestones identified in the project schedule. Advanced shall provide all required project management services to complete the CIS Infinity implementation and will be responsible for overseeing each aspect of the implementation including analysis, project planning, project management, requirements gathering, system configuration, and acceptance tests. The Advanced .implementation methodology utilizes a phased approach and consists of the following key phases: Phase 1 — Project Initiation The Advanced PM will work with the City's Project Manager and staff to organize project information for the preparation of the Project Schedule. The Advanced PM will be onsite to organize and present all of the information required to start the project. The Advanced PM will oversee the daily activities of the project and work in conjunction with the City's Project Manager and staff to ensure effective management of staff resourcing, forward planning initiatives and day to day project deliveries. Phase 2 — Functional and Data Conversion Discovery Analysis Advanced will review the detailed data and business requirements of the City. This analysis will provide an association between the City's business practices and the required CIS Infinity configuration. The Functional and Data Conversion Discovery Analysis phase will be led by Advanced and broken out into functional and data conversion workshops. The workshops review the functional and data conversion areas of the system and are the basis for how Advanced will configure, and convert all of the required business functions, business logic and data in the system. City of South Bend, Indiana 34 ADVANCED V T 3 L 1 T Y S Y S T E M S Phase 3 — interface/Modification Discovery & Specification Advanced will conduct a remote or onsite Interface/Modification Discovery Analysis Workshop. Advanced will review with the City all modified software and interfaces to be developed in CIS infinity. Advanced will create a detailed Business Requirements Document (BRD) and a Use Case Document for each development interface and modification requiring development for review and acceptance by the City. Advanced will review the documentation with the City remotely and update as required. Advanced will, when mutually agreed as beneficial for specific modifications, demonstrate prototypes of modification to the City for feedback prior to delivery. Phase 4 — Other Discoveries Reports Discovery The City will complete a reports template that will outline all the required CIS reports needed to support their business. Advanced will perform an analysis to review the City's CIS Infinity and Infinity.BI reporting requirements. Advanced will work with the City to align each required report to an already existing report in CIS Infinity and Infinity.Bl. Any required report that does not have a standard report match or has not been identified below as a required custom report, will be considered out of scope and will follow the Change Order process. The City will need to provide the logic to complete these reports. Bill Print Discovery Advanced will conduct a remote Bill Print Discovery Workshop. This workshop will be led by Advanced to review of all bill print types, notices and receipts including e-bills (Infinity.Link). The City outsources it bill print to a third -party vendor. Advanced will replicate the third party vendor's layout for the bill print, so that the City can m-print these documents in house if desired. Advanced will produce a Bill Print Specification which include simulated screen shots for review and acceptance by the City. Infinity.Link Discovery Advanced will conduct an onsite or remote Infinity.Link Discovery Workshop. This workshop will be led by Advanced with the purpose of reviewing the City's Infinity.Link customer web requirements including a detailed review of the City's business rules and technical environment. Prior to the start of the Infinity.Link technical workshop, the City will complete the Infinity.Link Checklist provided by Advanced. Advanced will deliver an Infinity.Link Discovery Document that will include the Technical Checklist. City of South Send, Indiana 35 ADVANCE© UTILITY SYST E M S Phase 5 — Initial Configuration and Conversion The City will provide a data extract to Advanced that will be loaded onto Advanced's secured FTP site. Advanced will convert the City's data so that it can be loaded into CIS Infinity. Advanced will create mapping from legacy to CIS Infinity, Advanced will develop a conversion routine to reflect the requirements of the City, Advanced's Conversion Specialist will prepare the Initial Data Conversion and Configuration to be delivered and loaded onsite. The results for the Data Validation parameters specified in the Data Conversion Plan will be included for review by the City. Advanced will assist the City in identifying Baseline Accounts (approximately 150) which are a representative cross section of the City's customers (e.g., rates, customer type etc.). The baseline accounts will be used to test and QA both the validity of the converted data and that the configuration begins to conform to the Functional Discovery document. Phase 6 — Core Team Training Advanced will provide, as part of the Training Plan, the specific training timelines and topics to be provided and presented to the City, The City's Core Team will be trained on Daily Processing, Cash, Billing and Collections prior to the start of the Discovery sessions. This training is typically conducted over two weeks. This training will help ensure that the basic functionality of CIS Infinity is understood prior to the Discovery Sessions. After the Discovery sessions, the City's Core Team will complete training on all other areas of CIS Infinity. This training is typically conducted over three weeks. A full training syllabus is included in the Training Plan. Core Team training will show all aspects of CIS Infinity functions to introduce the City to alternative methods to operate the CIS Solution and to document proposed changes to existing business processes. Each Core Team training session will include the City's subject matter experts to ensure that business objectives are met. Core Team training will also include the Issues Tracking Tool tracking tool, Additionally, Core Team Training will cover Client Owned Control Forms that the City will be responsible for configuring in preparation for Testing and Go Live (e.g. Security, System Administration, Letters, Actions, Service Order Generation, etc.). During training sessions, the City will document any potentialIy new processes. Any system bugs, set up issues, conversion issues and deficiencies shall be entered in the Issues Tracking Tool by the City. Advanced will assist the City with this process to ensure all items are documented through the Issues Tracking Tool. Deficiencies can be entered into the Issues Tracking Tool by the City's testers or Advanced's testers, any users who are given access to the system, and other personnel who may be involved during the Software Testing phases. Advanced is responsible for fully testing and correcting any deficiencies found during training. City of South Bend, Indiana 36 ADVANCED L} T F L 3 T Y S Y S T E M S Phase 7— Reports Development and Delivery A specification/mockup will be created for review and acceptance by the City for reports identified as custom in the Reports Discovery phase and documented by Advanced in the Reports Analysis Spreadsheet. Custom reports will be developed and delivered by Advanced once the City has signed off on the specifications. Any custom reports not identified at the Reports Discovery will be recognized as out of scope and follow the Change Order Process, hnfinity.BI will be installed and deployed on the City's servers. Once the solution is deployed, end users will be able to view standard reports and dashboards, and drill down through standard data hierarclies. Phase 8 -- Interface/Modification Delivery Configurable Interface Delivery Once a configuration type interface has been configured, unit tested and reviewed internally by Advanced for quality assurance purposes, the City will be notified that the interface is ready to be released and available for testing. Advanced will roll out the interfaces remotely via WebEx according to a mutually agreed schedule. Modified Software and Interface Delivery Once each of the modified interface/software has been developed, unit tested and reviewed internally by Advanced for quality assurance purposes and successfully compiled, the City will be notified that the interface/modification is ready to be released and deployed in the City's environment through an executable or build. Advanced will roll out the modifications either onsite or remotely via WebEx according to a mutually agreeable schedule. Phase 9 -- Software Testing Advanced will support all software testing through a combination of onsite support, remote support and WebEx online support. Validated testing criteria will be used to determine if the testing phase is complete and the system is ready for the next cycle of testing. The Advanced PM will provide the City with generic test scripts. Modification of test scripts to match the City's specific business scenarios is the responsibility of the City, From the test scripts the City will create an ITC Plan (Integration Testing Cycle), and User Acceptance Test (UAT) Plan. Phase 10 — End User Training Advanced will provide CIS Infinity End User training to the City to secure a working knowledge of CIS Infinity. As part of the Training Plan, Advanced will work with the City to jointly create the appropriate Training Matrices (part of the Training Plan) that will identify classes and the Advanced and City staff attendance needs. City of South Bend, Indiana 37 ADVANCED U T N L 0 T X S V S T E M 5 Each End User training session will have an attendance sheet that matches the End User training schedule. Once each session is complete, the City will sign -off on a Training Session Sign -off Form signifying that the training session has been completed. Phase 11 — Cott -Over Plan/Go/No Go Criteria The City will assist Advanced in the construction of Co/No-Go criteria, These criteria shall be used to determine whether or not to proceed to Phase 1.2 - Transition to Live, Criteria shall be measured on a weekly basis starting no later than the commencement of User Acceptance "Testing. When all criteria are met, the City shall issue formal authorisation to proceed with the Cut -Over Plan to production. The Advanced PM will develop a Cut -Over Plan throughout the lifecycle of the project in preparation for a final transition to live. This plan details the steps and responsibilities for Advanced and the City to transition the CIS Solution to the City's production (live) environment, Phase 12 — Transition to Live The cuutover to live will occur over a weekend and will be coordinated by the Advanced PM and the City's staff. The transition to live will have a new and final data conversion in which the data validation parameters, bill codes, rate mapping and transaction codes will all be approved by the City and the Advanced PM. Phase 13 — Post Go Live Advanced will assist the City throughout the post live implementation phase to identify and respond to any needs and concerns. During the Post Co Live period, Advanced will supply, as per the agreement, a combination of onsite, remote, and WebEx online support to ensure a smooth transition to support. City of Soauth. Bend, Indiana 38 ADVANCED U T I L I T Y G Y S T E M S Describe any optional solutions that are not included in Vendor's base proposal. Infinity,BWP is our Bail flow Web Portal Solution, It allows your backflow contractor to enter in new backflow device tests as well as install, replace and remove backflow devices. City of South Bend, Indiana 39 ADVANCED U T I L I T Y S Y S T r M S Successfully manages relationships and communicates with internal and external team members, business partners and vendors. Experience John is currently working with N.V. Energie Bedrijven Suriname (Government of Suriname), to implement CIS Infinity and complementary solutions. Education Prosci-ADKAR Change Management Certification Prosci Canada Pending Certification in Change Management CCMP The Association of Change Management Professionals Over 8,000 Project Management hours and 100 Education hours approved Project Management Institute Finance & Financing Planning and Management Ryerson University, "Toronto, ON Canadian Investment Funds Course (CIFC) The Accredited Mortgage Professional (AMP) Previous Work Experience Ontario Financing Authority; Ministry of Finance Consultant • Provided project consulting services, focused on strategic development and business initiatives. • Developed business cases and approvals for competitive procurement (e.g., RFP, RFS, etc.) • Successfully completed the Enterprise Content Management (ECM) software roll -out. • Managed cross -functional project teams in a high -matrix organization. • Collaborated with clients and vendors to drive successful project outcomes and build strong relationships. City of South Bend, Indiana 41 ADVANCED U T I L I T Y s v s r E M S S. Proposed Staffing and Project Organization This section of the proposal should establish the qualifications and time commitment to project of the proposed project implementation and support staff. This section shall: (1) provide education, experience, and applicable professional credentials of proposed project staff, Please see question (2) below, (2) furnish brief resumes for the proposed Project Manager and other key personnel, Since Advanced assembles its implementation teams based on the unique requirements of each project, we cannot predict which team members will staff your implementation until the onset of the project. We have, however, provided resume profiles for proposed project staff to illustrate what a typical team for a project of the City's size and scope would look like. John Laughlin Project Manager Professional Background As Project Manager, John is responsible for the successful implementation of clients' Customer Information Systems. He oversees all steps of the project life cycle; acting as a Iiaison between Advanced resources and client staff to complete a successful project. John has fiscal responsibility for the implementation of projects, he maintains internal and client communications and ensures timely completion of deliverables. Prior to joining Advanced, John has worked in all sectors (public, private, not -for -profit) as a consultant. He was previously a senior manager and project lead with Desjardins Credit Union where John was tasked with transforming the start-up company into a leader within the Ontario financial market. Areas of Expertise John has strong skills in the following areas: Project Management • Over 20 years in project management and operations. Effectively manages and motivates cross -functional teams while staying on - schedule, on -budget and within scope. Relationship Management & Communication City of South Bend, Indiana 40 ADVANCED V T I L I T Y S Y S T E M S Desjardins Credit Union Director/PMO/Project Manager • Responsible for the start up of a newly formed credit union in Ontario, • Successfully managed a team of 20 direct and 150 cross functional teams spanning two Provinces. Oversaw the transformation of $2.8 billion in government owned assets to the credit union. • Developed effective systems by which to motivate employees to accomplish tasks and reach daily and monthly goals. Lea Sawal Application Consultant Professional Background Lea's role as an Application Consultant has involved assisting clients with requirements gathering, interpreting business needs to define functional specifications, and system configuration. Previous to joining Advanced, Lea was employed by Brookfield Real Estate Services as a Business Analyst, Lea lead projects from initiation to implementation and brings over 8 years of experience in business, process, and data analysis, technical documentation, project management, customer support, and training. Areas of Expertise Lea has strong skills in the following areas: Business Analysis Identification of business requirements for enterprise -wide initiatives, working with external vendors and providing solution recommendations for integrated systems Project Management Development and execution of implementation strategies and scope for projects focusing on financial and enterprise resource planning Customer Support Facilitation of documentation and training activities, working closely with clients to configure systems, troubleshoot issues, improve City of South Bend, Indiana 42 ADVANCE© it T 3 L I T V S Y S T E M S business processes, and provide change management guidance Experience City of Ottawa, ON (Present) Assist in requirements gathering during discovery sessions, coordinate information - sharing and collaboration amongst internal and client SME teams, initial configuration of system Education Information Technology Management - Enterprise Resource PIanning Stream Ryerson University, Toronto, ON Previous Work Experience Brookfield Real Estate Services Business Analyst • Planned and executed top -down analysis of information systems and related business processes, authoring project documentation and working closely with business clients Atum Corporation Project Manager Provided IT management services to major client Marts & Lundy through project management, business analysis, IT inventory management, and desktop support Eddie Luong Technical Consultant Professional Background Eddie's role as a Tecluucal Consultant involves assisting clients with configuration and testing the performance of systems running Advanced applications. Previous to joining Advanced, Eddie was employed by Open Decisions Inc, as a Systems Engineer, Sales Engineer and Software Developer. Eddie helped in the successful implementation of the internal CRM/Saiesforce system to manage sales pipelines, sales reports, quotations, purchase orders, invoices, timesheets and customer contact information. Areas of Expertise Eddie has strong skills in the following areas: City of South Bend, Indiana 43 ADVANCED UTILITY SYSTEM S Software Implementation .and Development • Designed, built and implemented applications mainly .focusing on optimization, modulation, safety & security, coding style and HCI. Inside Scales and Technical Support • Worked with software/hardware vendor partners and the sales team to design, create and verify project plans, SOWs and RFP responses. Technical Shills Familiar with Linux (Red Hat Enterprise Linux Satellite, CentOS and Fedora), Unix (Solaris), Windows Server, VMware vSphere, Database Systems (MSSQL, MySQL and PostgreSQL), hardware enterprise products/services (IBM, Lenovo, Cisco, Huawei, NetApp, QNAP, Xirrus and Dell) and programming languages (Java, C, C++, PHP, JavaScript, HTML, CSS, DOM, AJAX, XML and JSON).. Experience Columbus Water Works, EGA • Worked with the team on the initial configuration of C:IS Infinity City of New London, CT • Worked with the team on the initial configuration of CIS Infinity Westerville, OH • Worked with the team to verify the configuration of CIS Infinity Education Bachelor of Engineering Degree - Software Engineering• Lakehead University, "Thunder Bay, Ontario Advanced Diploma - Computer Engineering "Technology Humber College, Toronto, Ontario Previous Work Experience Open Decisions Inc. Systems Engineer III/ Sales Engineer/ Software Developer Provided system integration services and solutions to customers in Banking and Telecom industries. City of South Bend, Indiana 44 ADVANCED V T t L t T Y S Y S T E M S Supported the sales team on quotations and invoices to customers and purchase orders to distributors. Designed and developed web -based applications, web -based electronic trading platforms and APIs. Sksys Corporation o/a Babysoft junior Software Developer • Implemented a dynamic website and an administrative tool. OASYS Healthcare junior Programmer • Designed and developed a PHP/MySQL web application by following a MVC pattern. Alan Yu Conversion Lead Professional Background Alan manages the data extraction and conversion process of the implementation using a prudent, meticulous and rigorous approach. Previous to joining Advanced, Alan was employed by the municipality of York Region, Ontario assisting professional planners in policy changes and decision making using his technical skills and planning expertise. He brings with him several years of experience in technical solutions, data management, quality control, trend analysis and customer support. Areas of Expertise AIan has strong skills in the following areas; Data Management and Conversion Effectively managed large databases and implemented data conversion procedures and quality control standards Technical Solutions • Familiar with a wide range of software applications and integrated data solutions Geographic Information Systems • Experienced in maintaining GIS databases and web mapping platforms, highly City of South Bend, Indiana 45 ADVANCE© UTI LITY SYSTEM S knowledgeable in spatial analysis and modelling Experience Missoula, MT • Performed data conversion procedures for CIS Infinity implementation to ensure successful system delivery City of Cambridge, ON • Conducted comprehensive analysis on how Canadian municipalities are providing GIS and planning data to stakeholders, and provided recommendations, and implementation strategy options for enhancing the current database system and platforms York Region, ON • Processed employment and building permits data from other Iocal governments and businesses to evaluate planning decisions, resulting in Official Plan amendments Education Honors Bachelor of Environmental Studies (Co-op) University of Waterloo, ON Diploma of Excellence in GIS University of Waterloo, ON Previous Work Experience York Region Corporate Services, Long Range Planning • Created comprehensive quality check and control systems using 1±ME, SQL and Python for Regional Municipality of York Annual Employment Survey Project • Lead a team in Long Range Planning by surveying all businesses in York Region • Managed building permits database through automating input and quality check process • Maintained York Maps using Geocortex and GIs Aysha Arif Trainer City of South Bend, Indiana 46 ADVANCED U T I L 1 T Y S Y S T E M S Professional Background Aysha's role as a Trailer involves delivering training to clients and fast -tracking them to hands- on proficiency with the advanced suite of solutions such as CIS Infinity, Infinity.Link and Infinity.Mobile. Aysha ensures that her knowledge of all software solutions is always current in order to provide up- to- date training and support to new clients, and to add value when assisting with system testing. Prior to joining Advanced, Aysha worked as a Software Implementation Specialist with Centah Inc. and managed everything from software and mobile apps testing to implementation to in -class and online training all users. Areas of Expertise Aysha has strong professional skills in the following areas: Customer Service Over 15 years of customer service experience, including knowledge of municipal government policies, procedures and AS400 systems used by :most utilities and banks. Training Over 15 years of executive and end user training. Successfully managed the training of over 100 users for numerous clients such as Costco and Lennox in the implementation of major sales and service software system conversions, Business Support • Single point of contact for creation and management of all lst and 2nd level User accounts Experience Columbus Water Works, GA Successfully trained all Core Team on CIS Infinity, Education Bachelor of Arts; Economics / English Literature University of Punjab, PK Previous Work Experience Centah Incorporated Software Implementation Specialist/ Trainer City of South Bend, Indiana 47 AD VA N C ED U T I L 1 T Y S Y 5 T E M S Created and updated training manuals, work flow charts, power point presentations Performed in -class training sessions for both new and existing users. Also offered remote training via tefe-conferencing and Webex or Go To Training software for refresher courses. (3) indicate adequacy of labor resources, utilizing a table projecting the labor -hour allocation to the project by individual task, see Proposal Form F, City of South Bend, Indiana 48 PROPOSAL FORM F TASK AND EFFORTPROJECTIONS The Vendor is expected to identify the estimated hours proposed for each major task identified in the table below. The Vendor should indicate which tasks will be sub -contracted, if any. In addition, the Vendor is requested to identify the associated tirne expected for City staff. This estimate will help the City identify the number of F'I'E's to consider for the project. Task Description Vendor Hours Sub- Contractor Hours city Staff flours' 840 1460 Fit Gap Analysis (Discoveries) 500 1440 Functional Desisn — Included with Discovery Non -Production Environment (Configuration, R-�)orts) 1,980 600 Testing 1,040 5500 Training (Core and End User) 520 4100 Production Environment — Included with Non Production Systeri-i Cut -Over to Production 200 600 .Final Systern Acceptance — Post Live 480 1200 Memos, Notes and Contact Records 660 480 NA CUStOnIffS Included Accounts Included Premises and Set -vice Points Included Dunning Included Financial History - Payments, Billings, and Rates Included Included Meter and Device Inventory: Installed and Stores Included Meter Reads and Consumption History Included Service Order Included Dgosits, AutoAuto p a Included Documents and Attachments ;7 Interactive Voice Res onse NA 7 m 40 80 Interactive Voice Response (IVR) Outbound I,eak Notification 60 120 Interactive Voice Response (IVR) — Customer Self- Service 40 80 Meter Reading 40 so Bill Prin!Jn 60 120 Collections Letter 40 80 Utility Billing System Proposal Form F - Page 49 of 81