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HomeMy WebLinkAboutOpening of Proposals - Utility Billing System - CUSII/Billing anuary 2 300 South Church Street am��'y Jonesboro, AR 72401 C U S I 1 000 ') An I AM T��|�/��/-/������T� ^ ' "��� ~^' CONTENTS �'" ' � 1/0 Letter OfTransmittal ....................................................................................................................................................................... 3 2.0 Firm Qualifications .......................................................................................................................................................................... 5 3.0 Proposed Solution ...................................................................................................................................................................... 112 4.0 Optional Solutions .--------_--------------------_—.-----..----___—''—_.45 5.0 Proposed Staff and Project Organization ............................................................................................................................ 48 6.0 Related Experience and References ....................................................................................................................................... 55 7.0 Systsem Requirements ............................................................................................................................................................... 57 0.0 Work Plan ........................................................................................................................................................................................ 79 9.0 Terms & Conditions .............................................................................. —...... --- ........................................................ ...... ........ . 10.0 SmfehvRequirenlent/Violations ....................................................... ,.,,^,^,~_... ...................................... ......... ..................... ' 11.0 Affidavit ..................................................................................................................................................... .............. --- ................ ,,.. Copyright @ 2018 CUSI. All rights reserved. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language, in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without prior written permission from CUSL All copyright- confidential whatsoever nature contained herein are and shall remain the sole and exclusive property of CUSI. The information furnished herein is believed to be accurate and reliable, However. no I!Wj-vjLq—LmP- rights of third parties resulting from its use, The CUSI name and CUSI logo are trademarks or registered trademarks of CUSI. Mtymf8outhi Bend UiUity ffiU/mg RFP Response cu s I Cky of South Elend Utdity iMing RF.F1 IResIpoin,ue 300 South Church St., Suite 200 Jonesboro, Arkansas 72401 870 336 2200 Phone 870 336 2234 Fax CONTINENTAL UTILITY SOLUTIONS, INC ZZMERU-0m City of South Bend Board of Public Works, County Building Attn: Linda Martin 227 W Jefferson Blvd, Ste. 1316 South Bend, IN 46601 CUSI understands and adheres to all terms, conditions, specifications, requirements and provisions of this RIO subiect to final lewal review uvoti �*e' sPIP&P4 2q t i';t_CH1;1 2qrpcpive r1rarsTrellmoTforl "1011111 � As your primary provider, CUSI will be responsible for the overall management of the services as outlined in our proposal for the implementation of UMS v7, CWP 2.0, and 0. CS 1 City Of SOLAh BEvid Utdily Biihrng FUT Resporise 4 We are hereby transmitting one (1) original and fifteen (15) copies of our proposal. As President, I will be resp1 onsib for the execution of the contracts and have appointed Kimberly Evert - Kuhn, National UMS Sales Director, as authorized representative of CUSI designated to negotiate all matters concerning the proposed transaction wit Mrs. Kuhn can be reached via email or via phone 870-336-2200 x 2247. STUTIM ZOOM I-) I cJPIPICLIdLC�, J1111- I LcIKV-WI UM 11-1 — I.FFFTWIr Fr*,#*saI7'TTe a I e oolrlyr#717 that UMS will meet and exceed your operational expectations for years to come and provide a quick return on your technology investment. We look forward to our continued relationship and making you successful! Michael F. Guerriero, President CU S I City Of SOLAth E.3end LJUHty Mihng RIFP Response Proposal Form A VENDOR BACKGROUND FORM PRIME VENDOR INFORMATION: Please complete all information as specified below, Com��ame CWef Executive ._ ... ... « n..�� 1.-ont:uirnent,a a..lflH1y'161ufloins,. Inc, (CUS.) If k:hae� [. Guernei o Primar St11 reet Address Ci Sta11 te ZipCode 300 y, G"hLfl.d, l Street Jonesboro A '72401 ute tl1'0 . ._ _......._ _ ..... ........ _.� _...... �.. ... Primary Contact Person for This Contact Email Telephone Number Solicitation Kkn belly Evert llKuhn keve t ;)CUSu cone ! 870 -331u yy.1"1y x2247 Years in Business Number of Emolovees :'11kice 1984 Website WWW,CU Su.u.om CU S I (.,iity of SoWfro Bend J t�6IIH:y BoMiug RFP ResIG�)a��anse 4-+-110- ('i SUBCONTRACTOR INFORMATION: Please list subcontractors who are include in the proposal. Complete the following tables for each subcontractor. Please describe subcontractor US and Canadian based staff organization and resource levels, within the following :� . .. . . ... (',Jty of S(,-,r(flh IBend utility BiHhr-ig FRIF"F1 [Response . ....... 7 PENDING LITIGATION AND LIQUIDATED DAMAGES Please complete the following two (2) tables regarding any/all litigations and damages, if applicable, encountered in the .... . . ..... Has the Vendor Been Sub (Y N Li m at Damages. es. ............ Liquidated Damages _ If Y, Imposed Date Collected Date Client Name/ Amount Imposed Amount Collected Prolect Name Description/Cause . . ........................................... . . . . . . .......... . . .......... . ....... . ....... . . . ................ .... - — ------------- - - ------------- -- .. ..... ... . ..................... -- . . . ....................................... ........... . . . . . . . . . . . . . . . . .. ................................................................... . ................ ...... .. - - -------- .......................................... ... - --------- . . . ........................ -- — ----- - — - — ----- -- ................. .............. ................ CU S I CH.y of SwAth Berid WHH�y BiHlk'ug [RFF:l IResp()ir�se 8 2.01 Profile Continental Utility Solr..jtions, Inc., (CUSI) is a privately held, sole proprietorship, cornpariy located in .Jonesboro, Arkansas. CUSI has been developing and servicing Customer Information Systems / L)tilil.y Billing Applications since 1984, CUSI specializes in developing, implerneriting, and s�.jpporting tec hnolc)gy solutions that manage the operational needs of water, sewer, natural gas, power, waste management, and sub metering companies. CUSI creates value by providing the tools to deliver operational efficiency and world -class customer service, with just urider 60 employees of our own, 379. "M M, 300 South Church Street, Suite 200 Jonesboro, AR 72401 lr)6,d Sta�l es of Ari�eii ac) 1800-240-1420 www.cusi.com M Ycaill lea fie repil utility billing software industry. CUSI has installed over 1,100 water, sewer, gas, electric, waste management, gation, and sub -metering companies with our Windows, SQL, and NET applications. CHly of South IBeird UtHity IHling Rl[::'P F`yesponse The majority of our staff works out of our main office in Jonesboro, AR. The CUSI business organization is broken up into four (4) teams; Development, Technical Support, Implementation, and Sales. Each one of these teams has a Director that is responsible for the management of their team. The CUSI management team of Directors reports directly to the president of the company who is available 24/7 not only for his employees but also for his customers. At CUSI, we have an open door policy. If at any time during your relationship with CUSI you are not completely satisfied, just pick up the phone and contact our President directly. 2.02 Financial History 'mpede vendor's ability to complete the project or meet the vendor's obligation during the first five years � CUSIC[t Yrah` ;,r.zt�-1 r,nd LJti� i t y B i I I i n g RF: e sI°. o i i s�e 10 2.04 Experience CUSS 2.05 Sub -Consultant CUSI's applications are developed exclusively for the specific needs of utilities. We do what we do extremely w and have no other vertical markets to distract us. CUSI understands our products have to be good but our servii has to be great. This business philosophy is based upon a religious commitment to total client satisfaction and Tre-r-Pra-Ve-TIMPTerincre s1M,�#,*err1a1M-f7r',F=F TV MT, e CUPMo, Req I nie,,* raiet soi,171ons MaT TY I i I sea Miessij fla all their operational needs. CUSI responded to the market needs by developing their products from the ground in a net framework allowing them to provide the seamless integration that many utilities desire. In doing so also set out to find the top industry companies to form strategic partnerships with. 71ba C U S.� I Cily of South Beire d Uflhty BHHng RFP Response 12 ProposedSolution .............. MENOMONIE, Ii V F 1 � � I III 1 11 � �•1 11 1 I*T* TETIO "I'M Lei E =0 uS C I City of South ICEeind Utflity BIHing FRF::P Response 13 . ....... ... " '5 System CV e' i e W Utility Management Solution (UMS) is the latest technology in Customer Information Systems and Utility Billing applications. UMS is comprehensive enough to be used for practically any service or group of services such as water, sewer, electricity, natural gas, storm water, refuse and more. Whether your organization is large or small, UMS is built with UMS application setup features to accommodate the specific business requirements of each client. In addition UMS provides our ckents with an integrated suite of UTILITY MANAGEMENT SOLUTION modules and interfaces offering wide-ranging CIS Utility Bil I ing functionality that will provide you the ability to grow, increase operational efficiencies, streamline operational tasks, and offer new services to your customers. City of South Bend UtHity 13iiHng RFF" Response -14 C U S I . . . . . . . cu S I C� ty of South Bend Utility Billing Rl-P Response cu S I City of South Bend Utility BiHing RFP Response 16 . . . . . . . . .. .. .. . C���U����S�4..�. I Coty of South Bend Utilhty BiMing RF:P Resl,,)oiise -0-)- 00- 17 cu s I City of South Bend Wility l3i01lng FRFP Response 18 3.6 Proposed Software y cu S I City Of SOUth Bend UNHQ BHHng RFP Response A +-lip 2 0 cu S I C I ity of Sf!)tAh Bend Utility Billing RFP Response m C� S' I (,ity of SouO-i Bend UtHity BiHing FU P Response 22 C� �... ��.. � .� � �.......�...............................,...............................................�........� �....... �...�.... ��..�..�.�..M.�.... a .� . � �..�...........�...�..�..� � ... �� �M�... �� ...,..� v........ UC I City of South Bend Utility Billing USG=P Response 23 cU S I City of South Bend Utility Billing RFP Response 24 C U S I C. il � 8uIQuiu�:;,d V:V F!' I"a s d;roiu :,a:�q` ,�aw�ulu ullL�d,�,.uc;R Auiu A.,dp,'. .n, ...���„���, . c,�„ U n��. I City of South E3erud U4UViP.y U3UIVirug RU=P Response - 2� cu S I City of Scwth Bend UtHity Billing RFP Response CUSICity of South E3end Utility Billing RFP Response 2 8 cu S I City of South Bend Utility Billing RFP Response **-0-29 cu S I Clity of Sc),uth Bend UtHity BiHing RFP Response ...... ...... ....... . . .............. -, .,-, .. ............................ . ..... ... . .................................. ............... . ... . ....... ....... . .... . .. . ...... .................................................................................. . .............. . . ........ . .. . ...... . ...... . .. . ................. . .. . ........... ........... . ............................... . . . .................................. si City of Sc,�iAh E3,end Utility Billing [OFFResponse 71 3.9`Implementation CUSI shall provide professional services required to implement a fully -functional solution meeting the system requirements defined within this RFP and in accordance with the following proposed approach to the project, At a minimum, CUSI will perform the following work: ' Support project activities as requiredto successfully irnpler-rient the selected solution. TEAMethodology .... ............. . CU S I Chty of South Berid L.Jhhty BHflng UP Response Conduct a Fit/Gap aina�ysis mead y in the prc)ject, At the completion of the Fit/Gap, the Distrkft wflH conduct a stage -gate to d(.-Aermine if thc.-.? project is to imove forwaird. Vendor wfl] be con-1pensated for the f"R/Gap rnflestoine independent of the go / no-go decision �Ogic. V Configure, the systern based on approved systeirn designs. v Attenapeaa anwyms ana aesqn sessiions. CU S I C�ty of South Bend UtMty IBo9hng RFF" Response -10-+-10-34 BUild and rnaiintain in irnp1leiirneintation schedule, V Provide detailed startUp plans for the deployment of the new systems. CU S I CJty of South Bend 4WHty BHhng IRFP Response V Develop finteirfaces with other a�-,)phcations, c'O"'S"T Cuty of Souflh Beind UtHity BHHng FRF P Response Develop any modifications to the so-ftware solution Ot' CLJStOM software d(..?ve�oprnent required to meet h MiIoIn requireirTients, V Support new releases flr the v rc� iSSUied duiring the imp pa*rne irmtatioin project, cusiC�ty of SouU-� Bend UtWity Mhng RFP Response 3 7 V Assist in the sepection and setullo of hair wair required fired to support the project. , Provide ssistan ; the it during the perfonmance of any required accep tainc period. Provide assistance to the City dUHirigtesting, , ll estpnng activities oiurnc.pude a H omit, systeryne integratioti, regression, systern peVr oVrlma nce, and QA meeting, CU�S I Ciity of South Bend Unullun}a BMing RFP (Response 3 V Train the fuinctional users and te&lhnicaresources that wiH operate, swill poirt and maintaill the soMion. V Provide training rnater-Ws and teiimplates for end ruse it documentation. cS i C�ty of South Bend UtHity Bffling RFP Response 3 1,) Provide ntity r&m a ioona° ! diagraim, data tab�e and field descriptions, taWe fink 't support report deve�oprnent. Provide proJect management ment f vendor resources. w mks oin refit Var ba sis Wmi°tfw� the �;' istarict program tnrrr�:� mma:�jm:t s ��t�mMms and coordination mwn�m�t�i�rw rnanagement office. Provide regular w imrditt in piro.ject status reports to the i tri t program management fico,,-� which iinc� udes work completed, p@ain ed work, k..ey risks acid issues, es, and the City action Reiman Carry of ,South end UtHimy II?RBB�6u� g IRFP Response �+� Pirovide documentation for software including paper ocurnentatio u, electIlronic doctimentation, and onlineCu pp . ✓ Be on site for go five arid iirst week on new Iproduction s stern. V Participate in data conversion Fflanning and data rnapping activities, V Perfonxi data conversions and test or validity. CU S I. Cully of South Bend U1Wty BH ing RFI1 FRespoinse 4 8 cU S I City of South Bend Utility Billing RFP Response 42 _—, ................... .............. cu s I City of South Bend Utility Billing Rl:::P Response 43 cU S I City of South Bend Utility Billing FRFP Response 44 c�„,�, U S„ I City of South Bend Q..Qt4lOty Billing RFFI Response 4 5 cU S I Cty of South Bend Uflhty Mlhng RFP Response cU s I City of South Berid Utility Billing RFP Response 47 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: CU S I CHy of SoWh Bend LJWMy BUng RFP Response 4-4-AP-49 The Vendor is expected to identify the estimated hours bid for each major task identified in the table below. The Vendor should indicate which tasks will be sub -contracted, if any. In addition to the hours estimated, the Vendor is requested to identify their portion (as a percentage) of the overall task's effort plus the associated time expected for the District.. This estimate will help the District identify the number of FTE's to consider for the project. U CU SI.. City of South Beirmd UtWty BiMing RIFIP Response Cu s I Cuty of South Bend UtMty BHHng PFP: Response Task Description Prime Vendor Sub -Contractor City Hours Hours Staff Hours 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 Payment File — Metavante Payment File — CheckFree/Fisery Payment File — BillPay/MARS Payment File — PayNearMe ACH Withdrawal — FirstSource Customer Relationship Management — Customer Contact Information and Service Address Outbound Customer Relationship Management — Customer Activities/Interactions and Notes Outbound Customer Relationship Management — Customer Activities/Interactions and Notes Inbound Customer Relationship Management — Service Order Interface CUSS C u �� � a � .0 � � ui�l iI u �� - p' � � � �c� u m a 5f cu s I C�ty of South Bend Ufihty Bdhng RF�P F'�espoinse 53 cu S I City of South Bend WHIty IBulOinUP Response 54 PROPOSAL FORM B REFERENCES ..... . .... ............ .......................... cu S I City of South IE3end Utility Billing RFP Response 56 CI wla� c ��..., V J I City of oath Bend Utility Mling RFP Response Ao- 5 cu S I Clity of Sc)ufln Bend Utility Billing RFP Response -*+--60 u E 0 LL k CL 0 a c a FA c 2 g m t f k � k % E o tw 2 / 0 CL E 3 k c Qj u § E / / 2cr m c k 0 \ \ ~ % 2 2 0 7 _ w0 c l u c k / = u aj / CU / $ $ CU 0 -0 // \ ) / m ° C § o _ CL R « 3 t / 7 k [ A / M � �7f� E $/ 3®' « 3 �\ o E � (A u \ / aj f 0 ai � E R a f m / u a a a a 0 Ln LIn v o 0 .® r 0_ a) t 0 a a 7 0 Ln L L L C H m m m Q Ln J C k C C O O m L m L b E c E C Rio E E a N E N E L °� N L a Ln v vGi Ln to Q Ln Q Ln Dr to OD a C`. m to E ;r p c 3> C v u C M > c +� � 3 G -° v p M1in O N "a -0 nOo f0 m vi +� m a) a Ln v a a; y C C � L L W M m -0 p v > E— C o>° a) -o �.O0 o �� � ° °=v v `L° 1 CL a C o E cu r.. to O o N cfO.) O CU p ti o a �+ +�+ 'C v OD u t aj o v v t on y p �. v Q 3 t t O > .L 3 L OD L u '> C E v O L >- v1 m a y p C p L M E O. � a) a) v `1 ? N �+ m L1 •� O >. }+ V1 u L L f0 f0 Ln� O y a ,� vi a) m p ++ L 4. r. O o E L O p" �+ o a a) a L O a) -p p .r ,� a) > vi a 4� 00 i a) i O r-I -I c-I N r-1 iN V E E 1.5 O cu a a, M Ln cn O v � Q N o ro� -o eo ai +� N m 7 "O CU r.. .Q pa i- i C VO 3 U O O —^ a m 00 �' E c `° ai >, �a " E N a, c N (U ® v vTi ® H R IN V c O m c t t c E io L O O C 7 Q Q u 1= CC(� Q //c V C Cu Cu V H M1• �' 3 C L c ° m m E � v v o a -0O �, a Ln c c y L L O m 0 N c 0 a 7 4- O L 0� 43- -mp Ln 'C v E= H 4� O m ,n Ln QU C -O �cE� L L CO o-t In o ( m +', E c o c +• c� cLo M m �, c E o o no a c Cu U C °- m o o L mCL) L- .0 v � '^ g O aa) 5- Ln a a c y E E -aa '= m Q1 U L C 7 0 t O E Ln U O cr 4- 4- o aL la 0 -°a .0 .c 0 aci Q Ln n 00 L L L v (L) v c c c v v v l7 l7 (7 N 'C G! c N N m 4! ` OD u O C C N 00 Ln O GJ N C 4! N �+ } O. u0 7 vi O O O i O CL C O u v r.. C +, c O > �, _ m -p Y m ai _ Q 7 C u Y E E CL N ? 00 O O .0 On of C �' C O .5 a C O v O a N E 0 °' (O O C O .` (O f0 +- d m m L .� C u L C (CO U O N N N N (N V 1 � a 0 0 2 2 c aJ m 0 CA 0 aJ auJ E o -0 aaj 0 c a o v kn v 0 3 0 v cE a, raa o �r c 0 0 0 to c 0 0 � g 0 C Q O O M lq* N N i (N V a L c a m E u O ._ L U N U to vi t T O a v a i 4' w -0 o co > y, � H CL c N C O E io ro u Pro ® c CL a o w -o M O_ us � v c t a >-(A CL> O ( L c O C. O O_ Q I �N v 4� c +, c v v v m E m c c o c to U 00 C N v� 4' c v �+ C w O v Q v L U O c O tco �o H 0 3 L 'O 3 of fD 0 4! O E aJ O 7 O N 4- O C U �p i O GJ L i m Ln m ` U..L L C ®J 0 7 L W 0 m G. Ou iN cu s I (...ity of South Bend L.MMy Bffling FRF::'P IFResponse 79 cu s I City of South Bend Ufflity BiHing RF-1:1 Resi:)onse -lo-4-0o. 80 CUSI agrees to comply with the provisions of the Occupational Safety and Health Act of 1970 and the standards and regulations issued there under and certifies that all actions furnished under this order will conform to and comply with said standards and regulations. Supplier further agrees to indemnify and hold harmless the District for all damages assessed against the District as a result of Vendors' failure to comply with the Act and standards issued there under. STATE AY & n,M COUNTY SS: "'f �, MiM �., iM''": ,i �` "� « 1i ,' Z �� ,M M ,� rf1; ,�,"": • IN 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, from participation in this transaction by any d, departmentor agency;and & Contractor has not, nor has any successor to, nor an affiliate of, Contractor, engaged ir investment activities in Iran. -7,. 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 f♦ ' Non -Collusion Non -Debarment Affidavit Non lmn Form 2016 t - - '0 -1 Floyligal U111 1VIt1_I1t%EV1QOrA 41111A MWAII4 a 'I I PIMA MINIMUM Nalk W =1 :101W 0 377 Or RIM V NON 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 2rrj-mXkvpzn 10�-? W4 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 th fo , ina- includ' . but not limited t .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. WIFUNIA 1111,12916. .110 W N 0 MMIN, will 1_011- Rreivil morMUMI loll F51.1 Loll Non -Collusion Non -Debarment Affidavit Non Iran Form 2016 T171TU MTITMI�IrA) it, -A-Mre' ......... ........ 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 or 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. B70 U1 VO�Jul Y I O� �Q�LQ "IOU 191OVI d for public works are true and correct Dated this day of ­_­­.., 20L9 Contr.. tor/Bidder (Firm) Signature of Contractor/Bidder or Its Agent #i23M37 Fr: "C 30 Printed Name and Title AD GO_ Subscribed and sworn to before me this 1q* day of 20 1 My Commission Expire.s & r,y PuAb'Fc'_ County of Residence Non-Cdluslon Non-Debannent Affldavft Non kan Furn 2016 ATTACHMENT 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