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Opening of Proposals - Utility Billing System - Cogsdale Corporation - Part 1
4,,, 1,,,-,,06gCS WEEK 2017 *,�-exc(--�Ilence' a'wards,, CIS Implementation of the Year - 2017 Cogsdale Response to Request for Proposals for: Crry OF SOUTHBEND Utility Billing System Due: January 23, 2018 at 9:30 a.m. EST City of South Bend Attention: Linda Martin Board of Public Works,, County Building 227 W Jefferson Bivd., Ste. 1316 South Bend, Indiana 466,01 Submitted by: Casey Dowd Address: 105 Consumers Drive Title: Director, New Name Sales Whitby, ON Ll N IC4 Phone: 416.737,8451 Canada Fax: 902.368.5960 E-mail: cd d gg t _q§dalie.corn.. City ofSouth Bend Attention: Linda Martin Board ofPublic Works, County Building 227VVJefferson 8lvd,Ste. 1316 South Bend, Indiana 46GO1 Dear Ms, Martin: Thank you for the opportunity tnrespond toThe City ofSouth Bend's Request for Proposals for Utility 8lU|mg Software, [u8sdalleis pleased tmpropose [ngxdo|eCustomer Service Management 2O16(current version 16.43.1). Cogsdale has specialized in delivering solutions to public sector clients such as the City ofSouth Bend since 1997.The Cogsda|esolution has been licensed tmover 350clients inNorth America, South America and South Africa. The following individuals are authorized to negotiate with the City on behalf of Cogsdale: -Casey Dowd Todd Ramsey Terry Ridyard Director of New Name Sales Vice President, Sales and Marketing Executive Vice President Casey will be the main point of contact should there be any questions regarding the proposal response or to arrange for demonstration times, Cogsdale is the prime vendor for the City of South Bend's project, vvewill not beworking with subcontractors, Cogsda|e'mproposal to the City will remain firm for 9Odays from the proposal opening date. Cogsdu|e acknowledges the receipt of all addenda and have included them with this document. [oQoda|elooks forward tnworking with the City during demonstrations and vendor selection and is excited at being chosen as the City of South Bend's technology partner. Terry �dyar Executive Vice President 105Consumers Drive wmw.00gomle.cmm sal s(5_)qo0dqie.corn When the prospective Contractor is curable to certify to any of the statements below, it shall attach an explanation to this Affidavit. CONTRACTOR'S NON -COLLUSION AND NON -DEBARMENT AFFIDAVIT, CERTIFICATION REGARDING INVESTMENT WITH IRAN, EMPLOYMENT ELIGIBILITY VERIFICATION, NON-DISCRIMINATION COMMITMENT AND CERTIFICATION OF USE OF UNITED STATES STEEL PRODUCTS OR FOUNDRY PRODUCTS (Must be completed for all quotes and bids. Please type or print) ?+EveVYWC4 S=I-A-T-E- OF 0Ai- 4 T�O ) -7 ) SS: r�ak'cu 4COUNTY ) The undersigned Contractor, being duly sworn upon his/her/its oath, affirms under the penalties of perjury that: 1. Contractor has not, nor has any other member, representative, or agent of the firm, company, corporation or partnership represented by him, entered into any combination, collusion or agreement with any person relative to the price to be bid by anyone at such letting nor to prevent any person from bidding nor to induce anyone to refrain from bidding, and that this bid is made without reference to any other bid and without any agreement, understanding or combination with any other person in reference to such bidding. Contractor further says that no person or persons, firms, or corporation has, have or will receive directly or indirectly, any rebate, fee, gift, commission or thing of value on account of such sale; and 2. Contractor certifies by submission of this proposal that neither contractor nor any of its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal department or agency; and 3. Contractor has not, nor has any successor to, nor an affiliate of, Contractor, engaged in investment activities in Iran. a. For purposes of this Certification, "Iran" means the government of Iran and any agency or instrumentality of Iran, or as otherwise defined at Ind. Code § 5-22-16.5-5, as amended from time -to -time. b. As provided by Ind. Code § 5-22-16.5-8, as amended from time -to -tinge, a Contractor is engaged in investment activities in Iran if either: i. Contractor, its successor or its affiliate, provides goods or services of twenty million dollars ($20,000,000) or more in value in the energy sector of It -an; or ii. Contractor, its successor or its affiliate, is a financial institution that extends twenty million dollars ($20,000,000) or more in credit to another person for forty-five (45) days or more, if that person will (i) use the credit to provides goods and services in Nan -Collusion Nan -Debarment Affidavit Non Iran Fonn 2016 the energy sector in Iran; and (ii) at the time the financial institution extends credit, is a person identified on list published by the Indiana Department of Administration. 4. Contractor does not knowingly employ or contract with an unauthorized alien, nor retain any employee or contract with a person that the Contractor subsequently learns is an unauthorized alien. Contractor agrees that he/she/it shall enroll in and verify the work eligibility status of all of Contractor's newly hired employees through the E-Verify Program as defined by I.C. 22-5-1.7-3. Contractor's documentation of enrollment and participation in the E-Verify Program is included and attached as part of this bid/quote; and 5. Contractor shall require his/her/its subcontractors performing work- under this public contract to certify that the subcontractors do not knowingly employ or contract with an unauthorized alien, nor retain any employee or contract with a person that the subcontractor subsequently learns is an unauthorized alien, and that the subcontractor has enrolled in and is participating in the E-Verify Program, The Contractor agrees to maintain this certification throughout the term of the contract with the City of South Bend, and understands that the City may terminate the contract for default if the Contractor fails to cure a breach of this provision no later than thirty (30) days after being notified by the City. 6. Persons, partnerships, corporations, associations, or joint venturers awarded a contract by the City of South Bend through its agencies, boards, or commissions shall not discriminate against any employee or applicant for employment in the performance of a City contract with respect to hire, tenure, terms, conditions, or privileges of employment, or any matter directly or indirectly related to employment because of race, sex, religion, color, national origin, ancestry, age, gender expression, gender identity, sexual orientation or disability that does not affect that person's ability to perform the work. In awarding contracts for the purchase of work, labor, services, supplies, equipment, materials, or any combination of the foregoing including, but not limited to, public works contracts awarded under public bidding laws or other contracts in which public bids are not required by law, the City, its agencies, boards, or commissions may consider the Contractor's good faith efforts to obtain participation by those Contractors certified by the State of Indiana as a Minority Business ("MBE") or as a Women's Business Enterprise ("WBE") as a factor in determining the lowest, responsible, responsive bidder. In no event shall persons or entities seeking the award of a City contract be required to award a subcontract to an MBE/WBE; however, it may not unlawfully discriminate against said WBE/MBE. A finding of a discriminatory practice by the City's MBE/WBE Utilization Board shall prohibit that person or entity from being awarded a City contract for a period of one (1) year from the date of such determination, and such determination may also be grounds for terminating the contact for which the discriminatory practice or noncompliance pertains. 7. The undersigned contractor agrees that the following nondiscrimination commitment shall be made a part of any contract which it may henceforth enter into with the City of South Bend, Indiana or any of its agencies, boards or commissions. Non -Collusion Non -Debarment Affidavit Non Iran Form 2016 Contractor agrees not to discriminate against or intimidate any employee or applicant for - employment in the performance of this contract with privileges of employment, or any matter directly or indirectly related to employment, because of race, religion, color, sex, gender expression, gender identity, sexual orientation, handicap, national origin or ancestry. Breach of this provision may be regarded as material breach of contract, 1, the undersigned bidder or agent as contractor on a public works project, understand illy statutory obligations to the use of steel products or foundry products made in the United States (I.C. 5-16-8-1). 1 hereby certify that I and all subcontractors employed by me for this project will use steel products or foundry products made in the United States on this project if awarded. I understand I have an affirmative duty to notify the City in my bid that my proposal does not include the use of steel products or foundry products, made in the United States. I understand it is my sole obligation and responsibility to provide a justification to the City, subject to review and approval, why the cost of United States made steel or foundry products is unreasonable. Prior to award and upon submission of bid which does not use steel products of foundry products made in the United States, the City, through its director of public works, shall make a determination if the price of United States made steel or foundry is unreasonable. I understand that violations hereunder may result in forfeiture of contractual payments. I hereby affirm under the penalties of perjury that the facts and information contained in the foregoing bid for public works are true and correct. Dated this day of Oj Subscribed and sworn to before me this J )� aunty of Residence Fonn 2016 Cogsdale Corporation Contractor/Bidder (Firrn) Terry R('yard,,Exec Printed Narne and Title or Its Agent tine Vice President JOGIS. Moldaver Barristar, Solicitor & NotM Public Joel S. Moldaver Profemssional Corporation ftrrft-,�e,r, Softiltor, Notary Pubft '121 Gcorqgzi Street North, P.O. BOX 1387 Peterborough, Ontario K9J 7"0 2. COGSDALE QUALIFICATIONS................................................................................................................ 4 COGSDALEPROFILE........................................................................................................................................................8 COGSDALEFINANCIALS....................................................................................................................................................8 EXPERIENCE..................................................................................................................................................................8 SUB-CONSULTANTS........................................................................................................................................................9 3. PROPOSED SOLUTION............................................................................................................................10 COGSDALE-SOFTWARE, VERSION..................................................................................................................................10 COGSDALE INSTALLATIONS.............................................................................................................................................10 HARDWARE REQUIREMENTS...........................................................................................................................................10 ON PREMISE AND HOSTED OPTIONS................................................................................................................................11 SYSTEMOVERVIEW.......................................................................................................................................................13 SOFTWARE MODULES (THE COGSDALE SOLUTION).............................................................................................................13 LICENSINGMODEL.......................................................................................................................................................13 4. OPTIONAL SOLUTIONS...........................................................................................................................14 PAYMENTKIOSKS.........................................................................................................................................................14 INTERACTIVE VOICE RESPONSE........................................................................................................................................15 METER DATA MANAGEMENT.........................................................................................................................................16 5. PROPOSED STAFFING AND PROJECT ORGANIZATION...................................................................17 PROPOSEDSTAFF.........................................................................................................................................................17 GEOFFNORTHCOTE....................................................................................................................................18 CHRISMELANSON.......................................................................................................................................19 NATHAN MACPHERSON.............................................................................................................................21 LABORRESOURCES.......................................................................................................................................................23 COGSDALEROLES.........................................................................................................................................................26 6. RELATED EXPERIENCE AND REFERENCES.......................................................................................28 7. RESPONSES TO SYSTEM REQUIREMENTS........................................................................................31 8. WORK PLAN..............................................................................................................................................32 PROJECTMANAGEMENT................................................................................................................................................32 TRAINING...................................................................................................................................................................33 DATACONVERSION......................................................................................................................................................33 TESTING.....................................................................................................................................................................34 Go-LIVE.....................................................................................................................................................................34 ACTIVITIES..................................................................................................................................................................34 SCHEDULE...................................................................................................................................................................38 9. TERMS AND CONDITIONS......................................................................................................................39 10. SAFETY REQUIREMENTS.....................................................................................................................40 11. AFFIDAVIT...............................................................................................................................................41 12. APPENDICES...........................................................................................................................................42 SOLUTIONOVERVIEW...................................................................................................................................................42 ADDENDUM(S) ............................................................................................................................................................43 January 23, 2018 City of South Bend Attention: Linda Martin Board of Public Works, County Building 227 W Jefferson Blvd',, Ste, 1316 South Bend, Indiana 46601 Dear Ms. Martin: Thank you for the opportunity to respond to The City of South Bend's Request for Proposals for Utility Billing Software, Cogsdale is pleased to propose Cogsdale Customer Service Management 2016 (current version 16.43.1). Cogsdale has specialized in delivering solutions to public sector clients such as the City of South Bend since 1997. The Cogsdale solution has been Incensed to over 350 clients in North America, South America and South Africa. The folllowing individuals are authorized to negotiate with the City on behalf of Cogsdale: Casey Dowd Todd Ramsey Terry Ridlyand Director of New Name Sales Vice President, Sales and Marketing Executive Vice President 416.737,8451 289.200.7792 416.268.8445 cdowdCa)cogsdale-com tramsevC@.cogsdale.com tridyardOcoasdale.com Casey will be the main point of contact should there be any questions regarding the proposal response or to arrange for demonstration times. Cogsdale is the prime vendor for the City of South Bend's project, we will not be working with subcontractors. Cogsdale's proposal to the City will remain firm for 90 days from the proposal opening date,. Cogsdale acknowledges the receipt of all addenda and have included them with this document. Cogsdale looks forward to working with the City during demonstrations and vendor selection and is excited at being chosen as the City of South Bend's technology partner, Regards, Terry Ridyard Executive Vice President 105 Consumers Drive www.cogisdaie.com! sac, Whitby, ON Ll N 1 C4 m 800,533.9690 M A PH Col A F; U420 10614 in, -111 IO-M N M4 ki I BIG] " .4 1 ki Wel N IT, T-11 III [a] ki Please comr)lete alll information as specified Ibelow. Company Name Chief Executive Cogsdale Corporation Terry Ridyard (Executive Vice President) Prlma!y Street Address city State Zip Code 3 Lower Malpequie Road Primary Contact Person, for This Solicitation Charlottetown Contact Email PE ClE 1R4 Telephone Number Casey Dowd cdowdcoclsdale.qrrtl 416.737.8451 Years in Business Number of Employees 21 99 Full-T'ime Part -Time Website M88ay.coqsdale.com Please describe your US and' Canadian based staff orgainization and resource levels, within the following categories_ ResourceCategorization Total Full-T'ime Equivalent (FTE) Staff of the Vendor 12 Business. Analysis 28 Technical Support 5 Training 7 Custom Development 10 Quality Assurance 27 Research and Development 99 (total number includes remaining staff in Total FTE Vendor Staff in Any/All Areas management, project management, sales, and marketing) SUBCONTRACTOR INFORMATION: Please list subcontractors who are include in the proposal. Complete the following tables for each subcontractor. Company Name Chief Executive Not applicable - Cogsdale will not be using subcontractors in this project. Primary Street Address —....City State Zip Code Primary Contact Person for This Solicitation Contact Email Telephone Number Years in Business Number of Employees Full -Time Part -Time Website Please describe subcontractor US and Canadian based staff organization and resource levels, within the following categories. Resource Categorization Total Full -Time Equivalent (FTE) Staff of the Vendor Business Analysis Not applicable Technical Support Training Custom Development PENDING LITIGATION AND LIQUIDATED DAMAGES Please complete the following two (2) tables regarding any/all litigations and damages, if appmcaoie, encountered in the past rive (5) years. Does the Vendor Have Any Pending Litigation? Y / N NO If Y, Client Name/Project Name Date Descrintion/Cause Not applicable Has the Vendor Been Subject to Any Liquidated Dam a es? Y / N NO Liquidate Damages If Y, Imposed Date Collecte Date Client Name/ Amount Imposed d Collecte Project Name Amount d DescriotionlCause Not applicable Cogsdale has been delivering powerful integrated information solutions since 1997, The Cogsdale solution offers a best -of -breed customer information system on an integrated platform that also includes: financials, distribution, utility billing, customer management, work management, project management, and procurement. Cogsdale extends the suite to include functionality such as: interactive voice response, document imanagement, payment kiosks and online credit checks. Well established in the industry, Cogsdale is a leader in the public sector market, with over 6,000,000 customers from 375 organizations billed from the Cogsdale solution. Our customer list includes local governments, electric co-operatives, and investor -owned utilities. Cogsdale's flexibility provides functionality for electric, natural gas, water, wastewater, sewer, storm water, cable, Internet, fiber and telephone. Cogsdale has 99 employees working, out of offices in Charlottetown, PEI, and Toronto, ON. There are also a number of staff working in satellite offices throughout Canada and the United States. Cogsdale has been part of Harris Computer Systems since 2010. Harris is a wholly owned subsidiary of Constellation Software (TSX:CSU). Constellation acquires, manages, and builds vertical market software business that provide mission -critical software, solutions. Harris has been, a leader in providing financial management and customer information solutions to all levels of local government, public power and water entities, as well as school districts since 1976. Harris' focus is on creating long-term relationships to ensure the changing needs of customers are met over time. Cogsdale is currently the third largest division in the Harris Utilities Group. Cogsdale operates as an independent business unit. Our relationship with Harris and Constellation provides significant fiinancial and operational support, ensuring continued growth and success in the future. The relationship with Harris also offers new and exciting possibilities for partnerships with access to a number of complementary solutions including: AM11, MDM, Mobile Apps, IVR, Permits and City Management. Cogsdale is not currently involved in any bankruptcy or litigation procedures. There are no planned office closures or impending mergers at this time. ANNETUM Cogsdalle has been providing solutions to public sector clients since 1997. Our expertise lies in the local governments and utilities market. Our experienced team includes utilities and local government employees, long-time consultants within the sector, and professional accountants who have worked as auditors and advisors to various industry organizations. Cogsdale has been involved in 25 implementations in the past five years. As every implementation has different, the project team is assigned based on client requirements. The project team is chosen based on the skills of the individuals. The project team will consist of a project manager and senior consultants, as well as consultants that focus on training, data conversion and reporting. Consultants and programmers are also assigned based on specific project needs. SUB -CONSULTANTS Cogsdale will be the prime vendor for the City of South Bend project. No sub -consultants will be used. COGSDALE — SOFTWARE, VERSION Cogsdale Customer Service Management 2016 Build 43A (current version, as of January 23). A new version is scheduled to be released January 31. Cogsdale will implement the most recent version at the City of South Bend. Cogsdale service packs are released quarterly, with new versions released every 12 — 18 months. Cogsdale currently has 375 customers. Of those, 25 have been implemented in the last five years: Water/Was,tewater — 8 Electric — 7 Local Government - 10 1� 1 4 Operating Systern Microsoft Windows 10 - Professional/Enterprise Edition Microsoft Windows 8 & 8.1 — Professional)/Ultimate/Enterprise Edition Microsoft Windows 7 - Professional/Ultimate/Enterprise Edition Processor 1 Dual Core or I Single Core Processor 2.6 GHz or higher Cogsdale recommendation: at least 2 Cores Available Hard Disk 20GB or more on the system root Space 11 1 Minimum Available 4GB or more RAM 11 Coasdale recommendation: 8GB or more Network Card P G13 Ethernet or faster Microsoft Office Microsoft Office 2013 or 2016 32bit & x64 Browser Internet Explorer 11.0 or higher Google Chrome 59.0 or higher ODBC Driver SOIL Native Client 11.0/10.0 *NOTE: A 32bit ODBC DSN is required for Microsoft Dynamics GP 2016** Virtual Environments Hardware Virtuafization Supported (Optional) Windows Server 2016/2012/2012 R2/2008 Hyper-V Cogsdale recommendation: VMware 5.x/6.x works equally well Server Requirements 32-bit or x64 Database _ Microsoft SQL Server 2016 Enterprise or Standard Edition Operating System 32-bit: Microsoft Windows Server 2008 SP2 or later - Enterprise/Standard Edition x64: Microsoft Windows Server 2016/2012/2012R2 (Standard or Datacenter Edition) Processor 2 Dual Core or 4 Single Core Processors Cogsdale recommendation: at least 4 Cores Minimum Available 8 GB or more RAM Cogsdale recommendation: 16GB or more Network Card _ 1GB Ethernet or higher Virtual Environments^ Hardware Virtualization Supported (Optional) Windows Server 2016/2012/2012R2/2008/2008R2 Hyper-V Cogsdale recommendation: VMware 5.x/6.x works equally well ON PREMISE AND HOSTED OPTIONS Cogsdale's traditional on premise solution requires that the client will deploy the software at their location, on their server. The solution can be installed on individual workstations or connected via Terminal Services or Citrix, allowing remote access. There are benefits and disadvantages to this option. The on premise option means that the client maintains control of the data at all times, however, the client is also responsible for all server maintenance, backups, disaster recovery, and other IT services. The software and hardware purchase can also mean a large initial investment of funds. Cloud or SaaS has been making strides in the public sector industry in the last few years. Organizations see a measurable increase in business productivity with considerable reduction in operational, IT, and maintenance costs. Cogsdale Cloud is a great solution for clients that prefer to leave the administration of all hardware and software components, as well as security, to a trusted partner. When leveraging Cloud, you reduce Total Cost of Ownership (TCO), which includes the following and more: • Initial cost of servers, storage, network gear, etc. • Cost of setup, configuration, and testing of new gear • Cost of developing IT staff to do setup/maintenance/troubleshooting • Cost of setting up high availability • Cost of doing backups and setting up replication/disaster recovery • Cost of keeping environment and network secure • Cost of regularly patching O/S and hardware, etc. • Cost of server room (power, cooling, fire suppression, etc.) • Cost of downtime • Cost of decommissioning old hardware and exporting data Cogsdale Cloud, housed on Microsoft Azure world -class datacenters, provides organizations of all sizes high performance and peace of mind, while enabling them to focus on their core business. Cogsdale Cloud offers: • High-performance servers tailored for SQL -based applications • A unique network subnet per customer to segregate and secure all network traffic • Storage on solid state drives geared to reduce latency and maximize data throughput • Hosting in Tier 3+ datacenters throughout North America with an uptime of over 99.9% • Implementation approach is the same as an on -premise solution • Integrations are managed securely through a VPN tunnel Security • State-of-the-art datacenters have mandatory security training and background checks for staff • All datacenters go through annual penetration testing and offer intrusion detection • Cogsdale Cloud has chosen Azure, a leader in ISO and CSA (Cloud Security Alliance) certifications and audits • Encryption is leveraged, where possible, for data at rest and in transit Administration • Customers receive advance notification of all planned changes. Upgrade and patch management happens after hours, and when necessary, secondary servers are provided during upgrades and any major process changes • Threshold limits are set for servers, network ports, etc., and server and environment resources can be increased to ensure optimal performance • Customer IT staff have administrative privileges on their own servers for maintenance and management purposes, if needed • Data backup can be included with Cogsdale Cloud. Backups are streamed to another datacenter for safekeeping Technical requirements & recommendations • Redundant Internet feed at client office (a secondary Internet feed is an inexpensive investment that ensures you are always connected to the Internet and your Cloud setup) • Windows computers running Remote Desktop Services (all versions of Windows have this) • VPN capability in order to setup up a VPN tunnel Cogsdale is your prime vendor for the Cloud solution, providing all technical setup and one contract/invoice to simplify your move to the Cloud. H&TRITMAMM W, i" 'wqvel DM7 11011111031c,"311 Motes: Internal LAN 1. Virtual servers are reCOMInended, however physical servers will woo as well, 11 IBM 2. Although TL raiinal Servers are recorni-ne rider], YOU have the option of rising Citrix to publish the Dynamics GP applfcation, or you can install it on "'rd Rk'povrng Thick Clients, or Thin Cherns. I ( tml"d 3. This diagfarn only shows the production instance of the Cogsdale software suite. You will require additional servers far any other instances such as Development, Test, Training, etc. SOFTWARE ODUI ES (THE COGSDALE SOLUTION) Please see the Appendix for the Cogsdale Solution. LICENSING MODEL Cogsdale offers a perpetual license for a full ERP solution. Access to the Cogsdale solution is through concurrent user licenses, based on the maximum number of users that will be accessing the Cogsdale solution simultaneously. Concurrent user licenses can be shared between individuals and are assigned temporarily to a user for the duration of their active session. Once the individual ends an active session, the license becomes available for use by another individual. The only limitation with concurrent users is the number of individuals that can access the solution at one time. Concurrent Users - Licenses provides full access to the Cogsdale solution Locations — Cogsdale charges a per location cost for locations billed. Modules — Modules that are not part of the core CSM solution, such as Customer Web, Mobile Work Management and GeolLocation Management are sold as needed, PAYMENT KiOSKS, Cogsdalle provides custom payment and automation kiosks, powered by CityBase, for utilities and local government. Its customized, data -driven applications and integrated hardware provide transaction processing and' management efficiencies for its customers. Kiosks optimize the benefits and satisfaction of in -person bill payment experience by focusing on consumers' needs for convenience, access to multilingual services, real) time processing, accurate posting, instant confirmation of payments, and 24/7 access to customer service. Cogsdale provides utilities across North America with innovative solutions to meet their growing need for automation, reducing operational costs and driving additional revenue opportunities. Kiosks, provide useful information in real-time, such as the amount of cash capacity left in the kiosk, or the average transaction time over a trailing period. $593.5k e 1 "if o Fir # it le L) r�, q u s L �,, W �,, Cogsdale's bill payment kiosk solutions provide customers with secure and convenient access to expedited bill payment services in multiple languages (i.e. English and Spanish), 24 hours a day, 7 days a week. Utilities will benefit from increased customer satisfaction and loyalty. Cogsdalle enables utilities to offer their consumers secure access to expedited bil] payment services through its expanded network of kiosks at brand name convenience stores and retail locations. INTERACTIVE VOICE RESPONSE In today's competitive environment, utility companies strive to maximize operational efficiency to increase profitability and improve customer service. Automating customer service significantly reduces operating costs while increasing customer satisfaction. Utilities, OnCall is designed based on requirements of utility companies. It combines a proven, scalable architecture with a comprehensive feature set that delivers immediate and recognizable benefits. Utilities OnCalll offers balance inquiries for electricity, water and other utility services; multiple meter reads are supported as well as multi -type consumption inquiries and usage history. ("IihticCall VO(ANTAS MeterSense is a comprehensive Meter Data Management (MDM) system that gathers data from multiple meter data collection systems, cleanses the data, provides long-term storage with a robust audit trail of any changes to data, and delivers billing determinants as required. It allows the utility to: • Bill in a timely manner, using accurate, reliable data • Respond to customer bill queries quickly and easily • Monitor the health and performance of AMI • Ensure data accuracy • Ensure date is stored reliably, long-term, and accessible for future access MeterSense also offers the SmartWorks Compass suite of analytics/autoimation to take MeterSense to the next level; providing a Utility Decisiion Management solution (UDM) enabling utilities to maximize their return on investment in their smart infrastructure by seamlessly converting mass volumes of data into powerful insights and automated actions, SmartWorks Compass is an AMI/CIS agnostic solution with almost 300 deployments, integrating with, all major AMU and CIS vendors. Capture of AMI data, processing (VEE), and providing billing determinants to CIS, analyzing events and alarms, filtering and providing information to other systems and automating business processes are the core capabilities of MeterSense. The MDM is structured to support the import, storage, and management of meter data for electric, water, gas, and other utilities. The system provides core capabilities for storing and presenting raw data (reads and events) obtained from the AMI system as well as the data through the VEE process. This means the utility will have access to both versions of the data. It also provides natural extensibility through configuration of user -defined iteims and attributes. Data (delivered by the AMI/AMR system) currently stored in MeterSense incliudes:, • Usage Register read • Usage Interval read • Meter Events • Communications routing data (e.g. tower association or RF mesh routing and Ihop count) • Voltages and other channel data The usage data is ruin through comprehensive VEE routines and provides revenue grade data for billing, MeterSense MDM also provides out -of -the -box capability to record manual meter reads to handle opt out situations. 0- PROPOSED STAFF Cogsdale is providing resumes representative of Cogsdale's team that would be assigned to this project. Key personnel will be on site for go live and available to the extent proposed for the duration of the project plus ninety days after go live. No person designated as "key" to the South Bend project shall be removed or replaced without prior written concurrence of the City, Geoff has over 14 years' experience in Utility billing software implementations. He has 10 years' experience with Harris Computers. Geoff is skilled at getting the best out of the people he oversees and they thrive while working on implementations. He has the ability to work with third party vendors for a flawless execution of projects. CLIENT EXPERIENCE Muscatine Power and Water (MPW) is located along the Mississippi River in Iowa. It is a municipal utility providing water, electric, and communications to the City of Muscatine and surrounding areas. MPW currently employs approximately 280 people. With the wish to serve the Muscatine area for years to come, they regularly invest in plant facilities and distribution systems. Pittsburgh Water & Sewer Authority was created in 1984. Originally only responsible for water, Pittsburgh Water & Sewer Authority took on the responsibility of providing sewer service for the City of Pittsburgh in June 2000. In May 2004, Pittsburgh Water & Sewer Authority began billing on behalf of Allegheny County Sanitary Authority. Growth continued with the acquisition of Millvale water system in December 2009. Pittsburgh Water & Sewer Authority's customer base is made up of approximately 250,000 consumers. To meet the goals of moving to a new system with robust reporting capabilities, Pittsburgh Water & Sewer Authority chose Microsoft Dynamics GP and Cogsdale CSM. Geoff's responsibilities as project manager include: • Manage implementation of full ERP system (Financials, Payroll, HR, CIS) • Managing implementation of major upgrade and optimization of Financial and CSM system • Establish project plan and execute to plan • Monitor progress of implementation • Establish performance metrics to quantify goals for upgrade, verify 50% improvement in billing times • Ensure the technical and functional consulting team members are appropriately tasked for successful execution of the established project plan • Provide regular project updates and performance metrics to management • Ensure timely and high quality delivery of implementation Experience Cogsdale Senior Project Manager 2016 — Present Advanced Utility Systems Director, Client Services Director, Professional Services Manager of Client Services and Technical Support Application Consultant 2008 - 2016 Education and Certifications University of Toronto Bachelor of Applied Science Institute for Computer Studies, ON E-Commerce Solutions Development Honors Diploma PMP — Project Management Professional CHRIS MELANSON Chris has over five years' experience in the IT sector, most recently, testing and developing solutions for Cogsdale CSM. His versatility has made him a vital member of the Cogsdale team by providing expertise in development, implementation, documentation, training, testing and support of Cogsdale CSM. Chris has a strong drive to deliver the best results for clients. CLIENT PROJECTS Liberty Utilities is an independent water, natural gas and electric company providing local utility management, service and support to small and mid -sized communities throughout the United States. With more than half a million customers, Liberty Utilities provides a superior customer experience through walk-in customer centers, locally focused conservation and energy efficiency initiatives as well as programs for business and residential customers. Liberty Utilities' multiple utility services and geographic regions have resulted in varying regulatory requirements and business processes. Cogsdale CSM has provided Liberty Utilities with the needed flexibility to support their operational needs. This has been achieved via both CSM's flexible setup and the institution of CSM customizations. Waterloo Water Works provides retail water to residents and businesses in Waterloo, Iowa as well as several small adjacent communities such as Washburn and Raymond and to unincorporated county customers. The mission of Waterloo Water Works is to provide adequate quantities of high quality water to the citizens for domestic, industrial and fire protection purposes at the most reasonable cost. A water -only utility, Waterloo Water Works also bills sewer, garbage, yard waste and storm water on behalf of some of its customer communities, resulting in approximately 26,000 customer accounts. Waterloo Water Works chose the Cogsdale solution as it fit into their vision to simplify processes and improve customer service with data and processes that are streamlined, helpful and user friendly. Experience Education Cogsdale Memorial University Consultant Bachelor of Business Administration Software Quality Analyst 2009 — Present Acadia University Bachelor of Computer Science Technical Skills Windows 2012/2008 Server Microsoft SQL Server 2005/2008/2012 Microsoft Dynamics GP Cogsdale CSM Windows 7/8/10 Microsoft Dynamics CRM Microsoft Visual Studio 2012 HP LoadRunner Programming Languages — SQL, C#, C++, Java, COBOL THERESE ANTONINI Therese joined Cogsdale as a Senior Consultant in 2012 and quickly became a valued resource in developing and delivering effective reporting solutions. Therese is also a strong resource in supporting clients through transition projects, providing training prior to cutover as well as onsite support for customer -facing resources. Therese brings over 20 years' of proven experience in IT and business project delivery to Cogsdale. Therese has provided reporting support to multiple customers at Cogsdale, and has a strong commitment to high quality and timely delivery. CLIENT PROJECTS Liberty Utilities is an independent water, natural gas and electric company providing local utility management, service and support to small and mid -sized communities throughout the United States. With more than half a million customers, Liberty Utilities provides a superior customer experience through walk-in customer centers, locally focused conservation and energy efficiency initiatives as well as programs for business and residential customers. Liberty Utilities' multiple utility services and geographic regions have resulted in varying regulatory requirements and business processes. Cogsdale CSM has provided Liberty Utilities with the needed flexibility to support their operational needs. This has been achieved via both CSM's flexible setup and the institution of CSM customizations. The Sewerage and Water Board of New Orleans has been serving citizens and protecting the environment since 1899. Originally formed to combat disease by providing safe drinking water and eliminating the health hazards of open sewer ditches, the Sewerage and Water Board of New Orleans continues to deliver the highest quality service to its customers. The Sewerage and Water Board provides water and sewerage service to approximately 110,000 customers as well as sanitation billing to 80,000 customers. The Sewerage and Water Board of New Orleans set out to find a system that would streamline business processes, allow them to implement industry best -practices and enhance reporting capabilities to support its long-term needs. They identified Cogsdale as the vendor to provide that system and are currently in implementation of Cogsdale Customer Service Management. Experience Cogsdale Senior Consultant 2012 — Present University of Prince Edward Island Research Project Manager 2011-2012 Farm Credit Canada Senior Corporate Project Manager 2006 — 2011 Education and Designations Herzing Institute Computer Programming and Business Systems Analysis Crystal Reports Advanced EASL Process Development Martin Tate Project Management Leading from Within Emotional Intelligence for Personal Leadership The Three Conversations of Leadership P2P— Prince2 Practitioner NATHAN MACPHERSON Nathan began his career with Cogsdale six years ago and is known as a reliable, hard worker, He joined Cogsdale as a junior consultants and progressed to data conversion lead for several projects implementing the Cogsdale solution. Nathan's understanding of report writing and SQL Scripting allows him to translate complex data. He is also able to take this information to work with stakeholders to help them understand the processes and make informed decisions. During his career, Nathan has continued to gain experience as a database application specialist where he implemented and supported a Microsoft Dynamics/Share Point system. Nathan has strong technical skills in SQL Server Administration and ETL Procedures with Microsoft products. He has worked on numerous platforms and has a strong understanding of SQL Server and ERP environments. CLIENT PROJECTS Liberty Utilities is an independent water, natural gas and electric company providing local utility management, service and support to small and mid -sized communities throughout the United States. With more than half a million customers, Liberty Utilities provides a superior customer experience through walk-in customer centers, locally focused conservation and energy efficiency initiatives as well as programs for business and residential customers. Liberty Utilities' multiple utility services and geographic regions have resulted in varying regulatory requirements and business processes. Cogsdale CSM has provided Liberty Utilities with the needed flexibility to support their operational needs. This has been achieved via both CSM's flexible setup and the institution of CSM customizations. Waterloo Water Works provides retail water to residents and businesses in Waterloo, Iowa as well as several small adjacent communities such as Washburn and Raymond and to unincorporated county customers, The mission of Waterloo Water Works is to provide adequate quantities of high quality water to the citizens for domestic, industrial and fire protection purposes at the most reasonable cost. A water -only utility, Waterloo Water Works also bills sewer, garbage, yard waste and storm water on behalf of some of its customer communities, resulting in approximately 26,000 customer accounts. Waterloo Water Works chose Cogsdale as it fit their vision to improve customer service by streamlining data and processes that are helpful and user friendly. Experience Education Cogsdale Holland College Consultant Business Information Systems Development 2018 - Present 2012 - 2015 University of Prince Edward Island Bachelor of Arts Degree/Public Administration Certificate Canadian Red Cross SQL Server DBA CTC Train Canada 2017 Administering Microsoft SQL Server 2012 Department of Finance (Province of PEI) Designations Business Application Specialist Microsoft - Financials Certification 2015 - 2017 Learning Tree Intl. - Crystal Reports Certification MIKE MACDONALD Mike is a skilled technical consultant whose expertise in solving issues and installing hardware and software during implementations and upgrades is unsurpassed. Mike has advanced his knowledge progressively working in IT positions for a variety of sectors while earning the A+ and Microsoft Certified Systems Engineer certifications. Mike has a strong work ethic and enjoys working with clients to meet their business goals. CLIENT PROJECTS Connexus Energy, in Ramsey, Minnesota, is Minnesota's largest electric cooperative. Connexus Energy provides electricity and related products and services to approximately 125,000 customers across Anoka, Chisago, Hennepin, Isanti, Ramsey, Sherburne and Washington Counties. Connexus Energy's vision to simplify data collection for internal management and external reporting was met by choosing the Cogsdale solution Microsoft Dynamics GP and Cogsdale Work Management software. Medford Water Commission is located in Medford, Oregon. Since its inception in 1926, the Commission has developed and maintained comprehensive plans that outline current and future water needs and resources with a focus on watershed management. Two watersheds supply drinking water to approximately 125,000 customers. Medford Water Commission chose to implement Microsoft Dynamics GP. The City of Neptune Beach, Florida provides water, sewer and sanitation services to approximately 4,000 customers. The City of Neptune Beach implemented Cogsdale Customer Service Management to assist in serving customers more efficiently and making more informed business decisions. Experience Cogsdale Technical Consultant User Support Technician 2009 - Present Humpty Dumpty Snack Food Network Administrator 2006 - 2009 Technical Skills Windows 2012/2008 Server Active Directory DHCP DNS TCP/IP Microsoft Office Microsoft SharePoint Education and Certifications CompuCollege School of Business Information Systems Specialist CompTIA — A+ MCSE — Microsoft Certified Systems Engineer MCP — Microsoft Dynamics GP 2013 Microsoft SQL Server 2005/2008/2012 Virtualization (Hyper-V and VM Ware) Microsoft Exchange Server Microsoft Dynamics GP/BP Microsoft Dynamics CRM Windows 718110 LAN/WAN Configurations TASK AND EFFORT PROJECTIONS 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 time expected for City staff, This estimate will help the City identify the number of FTE's to consider for the project. Task Description Vendor Hours Sub -Contractor Hours City Staff Hours Implementation Services Project Management 822.5 N/A Project Initiation 58 77 Fit Gap Analysis 286.5 N/A 322.5 Functional Design Non -Production Environment Included Assembly 583 NIA 75 Acceptance 41 N/A 97.5 Testing 225 NIA 352.5 Training 284 NIA Production Environment Included Pre Go -Live 49 N/A 52.5 System Cut -Over to Production 22.5 N/A 7.5 Final System Acceptance 562.5 N/A Data Conversion Memos, Notes and Contact Records 472.5 N/A 337.5 Employees Customers Accounts Premises and Service Points Dunning Financial History - Payments, Billings, and Adjustments Rates Meter and Device Inventory: Installed and Stores Meter Reads and Consumption History Service Order History Deposits, Autopay Documents and Attachments List any other data conversion, Objects proposed by vendor to achieve the system requirements. Add rows as necessary. Integration Interactive Voice Response (IVR) — Outbound' Dunning 240 N/A Interactive Voice Response (IVR) — Outbound Leak Notification Interactive Voice Response (IVR) — Customer Self -Service Meter Reading Bill Printing Collections Letter Payment File — FirstSource Real -Time Payment Posting 240 N/A Payment File — Metavante Payment File — CheckFree/Fisery Payment File — BilIPa y/MARS Payment File — PayNparMe ACH Withdrawal — FirstSource Customer Relationship Management — Customer Contact TBD N/A TBD Information and Service Address Outbound Customer Relationship Management — Customer TBD N/A TBD Activities/lniteiractions and Notes Outbound Customer Relationship Management — Customer TBD N/A TBD Activities/Interactions and Notes Inbound Customer Relationship Management — Service Order TBD N/A TBD Interface Customer Relationship Management —Account Information TBD N/A TBD Elemos Waste Management Software Included N/A County Property Records Included N/A Mailing Address Verification Included NIA Cogsdale - GL Interface 60 NIA Software Modifications Vendor to List Proposed Modifications Vendor to List Proposed Modifications NIA Vendor to List Proposed Modifications Vendor to List Proposed Modifications Total Estimated Hours 3946 N/A 1322 Cogsdale Cogsdale ----------- - . ........ . . .......... . Activities Description Resource Role Resource Executive Vice President Terry & Oversee client relationship Ridyard & Assist in conflict resolution Director of Professional Judly Wells 0 Assist in conflict resolution Services 0 Cogsdale Executive Project Sponsor 0 Responsible, for the day to day activities of the project Cogsdale Project Manager Geoff Northcote * Update and maintain project documentation Manage and direct the project team Main liaison between Cogisdale and client Lead analysis workshops and documentation Primary Application, Chris 0 Lead system configuration Consultant Melanson 0 Provide support with testing, training, data conversion Lead project cutover activities Provide post go live support Assist with analysis workshops and documentation Secondary Application Therese * Assist with, system configuration Consultant Antonini * Provide support with testing, training, data conversion Assist with, cutover Assist with post go live support • Develop training plans and finalize course Lead Trainer Consultant curriculum 0 Lead training sessions Data Conversion Nathan 0 Lead data mapping activities Specialist MacPherson e Audit converted data 0 Lead software installation Technical Consultant Mike * Assist with technical issues MacDonald 0 Provide support for database issues such as database maintenance, service pack updates, etc. Report Developer As Needed 0 Develop custom reports, per the SOW Ad Hoc Report 1 Query As Needed ' Develop or modify reports as required Writer throughout the project Programmer As Needed ' Design, develop and test identified modifications and interfaces Rease provide at least three (3) project references of current or former clients with a similar engagement lin the past 5 years. Provide project references in the format shown below. Individual sections of the form may be resized to accommodate project information. Supplemental sheets may also be attached to this Proposal Form with the project name identified on each sheet. Copy this form as necessary to provide information for each reference project. Reference Name Organization Position Dennis Clark Waterloo Water Works Finance Manager Address City State Zip Code 325 Sycamore Street Waterloo IA 50704 Contact Email Telephone Number Dennis.clark waterloo-ig.ofg 319.232.6280 Project Name Project Status, Start/End Dates Cogsdale Customer Service Management Implementation Live December 2014 — October 2015 Project Description Customer information system implementation — includes installation, data conversion, testing, training, go live support. Water and wastewater 30,000 accounts Reference Name Organization Position Jerri Christmas Berkeley County Water& Sanitation IT Manager Address -..City. State Zip Code 2112 Oakley Plantation Drive Moncks Corner SC 29461 Contact Email Telephone Number Jerv-i.cf'iristiTia. y q .spb2rkeley,g it s 2 _E M_ _ U5q- - 843.719.2681 Project Name Project Status, Start/End Dates ERP Implementation Currently live Winter 2010 - spring 2012 Project Description Financial Management Customer Information System Work and Asset Management 44,000 locations Water and wastewater Reference Name Organization Position Sue Vance Butler County Administrative Division Head Address city State Zip Code 130 High Street Hamlilton OH 45,011 Contact Emaill Telephone Number vance butleircouintva!l.org 513.887.3936 Project Name Project Status, Start/End Dates ERP Implementation Currently live Fall 2009 — January 2011 Project Description Financial Management, Customer Information System 45,000 locations Water, wastewater,, solid waste 7. RESPONSES TO SYSTEM REQUIREMENTS E 1 r s E El, a p 3 3 R. 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