FM_UB_ATT_12_Reports_v2.xlsx

This is an attachment to a Request for Proposals for professional implementation services related to a new Utility Billing System for the City of Fort Myers, Florida. The document specifies reporting requirements for the utility billing system across 44 distinct functional reports organized by report type, ranging from Prior Accounts with Outstanding Balances to Account and Meter Conditions Reports. Reports are categorized as either Standard Reports (SR) or Custom Reports (CR), with vendors required to indicate in their proposals whether each report will be in scope, included in the price, and the estimated consultant and client work effort in hours required for implementation. Key reporting categories include meter reading and consumption analysis, customer account management, billing and payment processing, collections management, audit trails and compliance reporting, revenue analysis, and waste collection operations.

The attachment serves as a vendor response section where proposers must evaluate each of the 44 specified reports and indicate their feasibility within the proposed solution. Vendors are required to provide work effort estimates for custom reports and specify whether reports will be included in their proposed pricing. This standardized reporting matrix enables the City to assess vendor capabilities systematically and compare proposals on a consistent basis across all functional requirements for the Oracle Utilities Billing system implementation.