FM_UB_ATT_7_Functional_Requirements_v2.xlsx

XLSX spreadsheet 43 KB Posted Sep 14, 2026

Attached to: Professional Implementation Services for Oracle Utilities Billing
Solicitation number: RFP 26-106
Issued by: Lee County, Fort Lauderdale City, Florida

About this file

Written by GovTribe AI · Sep 29, 2026

This is a functional requirements document for a Utility Billing System (UBS) for the City of Fort Myers, Florida, detailing 379 comprehensive requirements across multiple operational domains. The document serves as Attachment 7 to a Request for Proposals for professional implementation services and establishes the technical and functional specifications that the selected vendor's Oracle Utilities Billing system must satisfy. The requirements span account management, customer files, meter information and readings, billing processes, collections, payments, deposits, backflow prevention, service requests, work orders, waste collection, reporting, security, and system integration capabilities. The document does not specify response dates, due dates, site visits, bidder's meetings, or award dates; these details are contained in the primary RFP documents. The requirements apply to the City's water, wastewater, and solid waste utility operations and establish the baseline functionality expected of the implemented system.

The functional requirements document does not address pricing terms, set-asides, incumbent information, or funding details. Instead, it provides a detailed specification framework with response options including "Y" (Requirement Met and Proposed as standard features), "Y-ND" (Requirement Met but requiring custom development or non-standard features), "N" (Requirement Not Met), and support designations of "S" (Software Developer supported), "TPS" (Third Party supported), or "NS" (Not Supported). Proposers are required to complete responses in designated columns and provide comments explaining exceptions, assumptions, and any limitations. The document emphasizes integration capabilities with existing systems through APIs and direct connectors, mobile technology support, role-based security, audit trail functionality, and multi-format reporting and dashboarding capabilities as critical system features for the City's utility operations.

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Professional_Implementation_Services_for_Oracle_Utilities_Billing_(Addendum_#1_Revision).pdf	PDF	Sep 21, 2026
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FM_UB_ATT_3_Prof_Svcs_Background.pdf	PDF	Sep 14, 2026
INSURANCE_REQUIREMENTS_CHART.pdf	PDF	Sep 14, 2026
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Requirements UTILITY BILLING - City of Fort Myers, FL

Attachment 7: Functional Requirements
Column E: Available Responses
Y	Requirement Met and Proposed (Standard features in the generally available product)
Y-ND	Requirement Met and Proposed (Features that are not offered as a generally available product or require custom development)
N	Requirement Not Met with Proposal
I	Need More Information/Discussion
Column F: Available Responses
S	Requirement and Feature Supported by Software Developer
TPS	Requirement and Feature Supported by Third Party
NS	Requirement and Feature Not Supported
NOTE:	All exceptions and assumptions should be listed in the comments field
Req. #	Function	Process	Requirement	Implementation Response	Support Response	Comments
1	UB	Account Information	System tracks account for each service at each location. There could be multiple services at the same location e.g. solid waste and water or multiples of the same service type at a location or the location may only have a single service (sewer only or water only)
2	UB	Account Information	Accounts support multiple service types:
3	UB	Account Information	Water (with multiple meters - irrigation, potable, sewer, backflow, Remote Shutoff valves (RSV), deductible meters) - different water types have different rates
4	UB	Account Information	Sewer
5	UB	Account Information	Waste Collection (dumpster, rolloff, recycle)
6	UB	Account Information	System has the ability to allow users (with proper security) to create new charge types
7	UB	Account Information	Accounts linked to customer
8	UB	Account Information	System creates parent/child relationship with accounts/customers (landlord/tenant)

Note: When tenant leaves needs the account to revert back to owner.

9	UB	Account Information	Scan and attach multiple forms of ID
10	UB	Account Information	System supports automation of online application process, including workflows for review, verification and approval and payment processing for deposit
11	UB	Account Information	System has the ability to inquire and report on prior accounts with outstanding balance
12	UB	Account Information	System allows users to query for people that move apartments and leave balances on previous addressess
13	UB	Account Information	Generate multiple types of bills for a single account
14	UB	Account Information	System allows a single customer to have multiple accounts and receive a single bill for all their accounts
15	UB	Account Information	System will support an account that has various combinations of utility services
16	UB	Account Information	System will check for duplicate accounts before creating new one by:
17	UB	Account Information	Duplicate service names
18	UB	Account Information	Owner's account
19	UB	Account Information	Meter number
20	UB	Account Information	Meters at address
21	UB	Account Information	System tracks backflow prevention requirements
22	UB	Account Information	System tracks backflow devices
23	UB	Account Information	System sends letters (automated and manual) concerning testing requirements based on prior test dates
24	UB	Account Information	System accommodates issue tracking
25	UB	Account Information	System allows users to generate communication to customers via email, text, and phone based on City defined criteria (EX: Campaigns for delinquent shutoffs, high consumption, ad hoc)
26	UB	Account Information	System flags high-risk accounts (medical facilities, etc.)
27	UB	Customer File	Customer File contains (at minimum) the following fields:
28	UB	Customer File	Name
29	UB	Customer File	Multiple addresses (Including forwarding address and billing address)
30	UB	Customer File	Property tax id
31	UB	Customer File	Multiple email addresses
32	UB	Customer File	Multiple phone numbers
33	UB	Customer File	Authorized party
34	UB	Customer File	Valid official ID (EX: Official government ID, drivers license number and state or passport with country, etc.)
35	UB	Customer File	Billing preference (electronic or hard copy)
36	UB	Customer File	Owner, tenant, association, contractor, landlord, land trust, property management (or other as defined)
37	UB	Customer File	Number of people in household
38	UB	Customer File	System accepts foreign addresses
39	UB	Customer File	System identifies and tracks residential and commercial accounts (via Business Tax Receipt information and/or Zoning)
40	UB	Customer File	System can link commercial and residential accounts
41	UB	Customer File	System tracks customer owning multiple properties
42	UB	Customer File	System supports transfer of service by customer number where one account is closed and another opened without loss of data on customer history
43	UB	Customer File	System allows users to view and limit timeframe for transfer of account between addresses.
44	UB	Customer File	System maintains alternate address for customers
45	UB	Customer File	System identifies time period to send bill to alternate address
46	UB	Customer File	System allows user to search for account by (but not limited to) the following:
47	UB	Customer File	Name
48	UB	Customer File	Address
49	UB	Customer File	Phone number
50	UB	Customer File	Email
51	UB	Customer File	Meter number
52	UB	Customer File	Account and/or Customer Number
53	UB	Customer File	Radio number
54	UB	Customer File	Service order number
55	UB	Customer File	System provides flags or notes on customer records for delinquent payments
56	UB	Customer File	System validates address accuracy (i.e. USPS)
57	UB	Customer File	System will support master meters (e.g., one master meter for entire subdivision or building with one invoice/bill)
58	UB	Customer File	System will support reading multiple meters and combining into one master bill (i.e., City reads multiple meters and creates one single bill)
59	UB	Customer File	System allows the sale of bulk water that is not tied to a meter
60	UB	Customer File	System adds a new service type or charge to large segments of customers (mass additions based on criteria)
61	UB	Meter Information	System tracks meters by ID, including meter ID and radio
62	UB	Meter Information	System tracks meters by size
63	UB	Meter Information	System tracks meters by location
64	UB	Meter Information	System tracks meter by customer type (commercial, residential, etc.)
65	UB	Meter Information	System tracks utilities consumption (e.g. spikes in usage, leaks, etc.)
66	UB	Meter Information	System tracks meter inventory and inventory of AMI components
67	UB	Meter Information	System tracks status of meters and AMI components in inventory (i.e. new, in service, in testing, out of service, ready for use, etc.)
68	UB	Meter Information	System tracks meter consumption history
69	UB	Meter Information	System tracks meter change-out history
70	UB	Meter Information	System tracks meter lifecycle and usage history
71	UB	Meter Information	System flags meters based on user defined criteria (i.e. over 12 years old)
72	UB	Meter Information	System flags meters over a certain consumption
73	UB	Meter Information	System flags meters with consumption under a certain level
74	UB	Meter Information	System supports the use of bar codes for meter inventory and work order processing
75	UB	Meter Information	System has the ability to review accounts with an edit report and generate readings out of parameters for reread
76	UB	Meter Information	System has the ability to make adjustments based on rereads
77	UB	Meter Information	System has the ability to support change out of meters and update billing based on new meter for all charges
78	UB	Meter Information	Can drilldown to meter location on customer record
79	UB	Meter Information	Provide comments for meter reader
80	UB	Meter Information	System identifies meters with Remote Shutoff Valves (RSVs)
81	UB	Meter Information	System receives alarm codes from Itron and flags for investigation
82	UB	Meter Information	System allows adding new assets into inventory through a batch job (e.g., 100's to 1000's at a time)
83	UB	Meter Readings	System can support handheld devices that allow users to upload meter reads in the field to a mobile device, then download reads when Wi-Fi is available
84	UB	Meter Readings	System can export meter reading information by Cycle and Route
85	UB	Meter Readings	System can import reads by Cycle and Route
86	UB	Meter Readings	System can report on readings and consumption based on cycle, meter type or consumption
87	UB	Meter Readings	System tracks meter reading history by location
88	UB	Meter Readings	System tracks meter reading history by customer
89	UB	Meter Readings	System can identify reads for inactive meters for unauthorized usage
90	UB	Meter Readings	System can generate a work order automatically for zero reads for a user-defined time frame
91	UB	Meter Readings	System will allow users with security permissions to update or edit data within the system if there are errors.
92	UB	Meter Readings	System accommodates different units of measurements for meter reads (Please list all the types of measurement supported in the comments section.)
93	UB	Meter Readings	System allows users to load meter reads in bulk
94	UB	Meter Readings	System accommodates bulk removal of duplicate reads that have been bulk-loaded
95	UB	Meter Readings	System processes meter reads obtained in the field and received in Excel spreadsheet from different municipalities
96	UB	Meter Readings	System tracks number of units per meter (used for rate calculation) per location, per customer
97	UB	Meter Readings	System tracks service line material type by location
98	UB	Meter Readings	System can service type by meter
99	UB	Account Close	System can generate final bill, collection letters (as required based on City defined criteria)
100	UB	Account Close	System can generate emails/texts or calls to customer based on delinquency (based on City defined criteria e.g. closed accounts) prior to the accounts going to Collections
101	UB	Account Close	Generate email notification to collection agency on a monthly basis
102	UB	Account Close	Calculates final bills during any cycle, based on the internal system issuance of a turn-off service order, or closing/transfer of a customer account
103	UB	Account Close	Permit off-cycle billing for accounts that have been disconnected in order to get final bills to customers as soon as possible
104	UB	Account Close	System integrates with AP and refunds remaining credit balances through AP (based on City defined criteria)
105	UB	Account Close	System provides amount to refund if necessary
106	UB	Account Close	System requires forwarding address for account close (and reuse service address if required)
107	UB	Account Close	System generates mail to multiple addresses
108	UB	Service Requests	System provides mobile/remote access for meter readers and meter maintenance technicians (i.e., iPad or other mobile device through mobile app or responsive design)
109	UB	Service Requests	Mobile application displays service requests and routes on a map.
110	UB	General Billing	System has capability to process monthly cycle, manual and final billings.
111	UB	General Billing	System calculates billing and fees for different services including (but not limited to):
112	UB	General Billing	Multi-family
113	UB	General Billing	Irrigation
114	UB	General Billing	Residential potable
115	UB	General Billing	Commercial
116	UB	General Billing	Trash/Rolloff
117	UB	General Billing	Outside water
118	UB	General Billing	Sewer
119	UB	General Billing	System can calculate billing for multiple services
120	UB	General Billing	System can calculate billing charges based on complex rate structure
121	UB	General Billing	System can calculate billing based on the billing period/prorate for short or long bills
122	UB	General Billing	System has the ability to calculate special charges
123	UB	General Billing	System has the ability to calculate taxes
124	UB	General Billing	System maintains multiple rate tables that can determine charges by type of service
125	UB	General Billing	System maintains multiple rate tables that can determine charges by type of service type of customer (residential / commercial)
126	UB	General Billing	System maintains multiple rate tables that can determine charges by consumption
127	UB	General Billing	System maintains multiple rate tables based on residential and commercial accounts
128	UB	General Billing	System maintains multiple rate tables that can set flat fee charges
129	UB	General Billing	Rate tables can be set to tiered rate tables with consumption charged at marginal rate for each unit of consumption
130	UB	General Billing	System utilizes tiered billing structures to recognize inclining/declining block rates, thresholds of consumption, and rate differentials by customer type
131	UB	General Billing	Rate tables can be set to flat fee (service charge)
132	UB	General Billing	Rate tables can be updated based on effective date per service
133	UB	General Billing	Rate tables can be automatically updated based on specified percentage per service
134	UB	General Billing	System allows special fees (i.e. Excessive hazardous material discharge) to be added to the account when service is rendered, as opposed to when the service request has been closed
135	UB	General Billing	System calculates rates based on tonnage
136	UB	General Billing	System can establish a minimum invoice amount
137	UB	General Billing	System generates bills on multiple billing cycles
138	UB	General Billing	System has built in controls related to completion of all required cycle actions within a defined sequence

For example; meter reading, then billing, then ACH, then collection notifications, etc.

139	UB	General Billing	System has option to determine who receives bills (tenant, landlord, or both, etc.)
140	UB	General Billing	System has option to determine who receives bills by service type
141	UB	General Billing	System generates bill/notice/communication to multiple recipients (tenant gets bill, landlord gets notice, etc.)
142	UB	General Billing	Third party can receive bill instead of account owner
143	UB	General Billing	System supports electronic billing (paperless)
144	UB	General Billing	System can Email copy of bill to customer
145	UB	General Billing	System supports online billing
146	UB	General Billing	Customer can access bill from online portal
147	UB	General Billing	System can calculate estimated readings based on billing period
148	UB	General Billing	System supports estimated billing (monthly billing with bi-monthly meter read)
149	UB	General Billing	System prints bill with reading and consumption amount
150	UB	General Billing	System prints bill with graphical display of usage
151	UB	General Billing	Systems prints bill with number of days, usage and average (1 unit equals X gallons)
152	UB	General Billing	Provides pre-printed bills with a back page message
153	UB	General Billing	System prints bill with notes / Special Instructions to Customer
154	UB	General Billing	System provides capability to print bill from City printer (individual bills on demand)
155	UB	General Billing	System has the ability to make manual adjustments to bill and adjust reports and graphics based on the adjustments to the bill
156	UB	General Billing	System adds administrative fees for adjustments based on user-defined criteria
157	UB	General Billing	System has the ability to bill minimum billing without reading
158	UB	General Billing	System has the ability to flag account billing that have charges or consumption out of specific parameters
159	UB	General Billing	System has the ability to generate multiple billing reports including:
160	UB	General Billing	Customers billed
161	UB	General Billing	Unread accounts
162	UB	General Billing	Unpaid accounts
163	UB	General Billing	Type of billing
164	UB	General Billing	Read and Unread
165	UB	General Billing	Unbilled listings
166	UB	General Billing	Leftover reads
167	UB	General Billing	Service on/service off
168	UB	General Billing	Next-time billing
169	UB	General Billing	Backflow
170	UB	General Billing	Cut cable/endpoint tamper
171	UB	General Billing	Missed/skipped
172	UB	General Billing	Leak
173	UB	General Billing	Closed; Doubtful; Write-off; Bankruptcy accounts with zero consumption
174	UB	General Billing	Doubtful accounts with zero consumption
175	UB	General Billing	Active accounts with greater than a City defined number of gallons in a defined timeframe e.g. >500,000 gallons
176	UB	General Billing	Active accounts with zero consumption
177	UB	General Billing	Active residential accounts with less than a City defined number of gallons in a defined timeframe e.g. <500 gallons
178	UB	General Billing	Active residential accounts with greater than a City defined number of gallons in a defined timeframe e.g. >19,131 gallons
179	UB	General Billing	Active commercial accounts with greater than a City defined number of gallons in a defined timeframe e.g. >34,500 gallons
180	UB	General Billing	Meters over a certain size with zero consumption e.g. > 1.5" meters with zero consumptions (used it make sure the meter has been tested to prevent future back billing)
181	UB	General Billing	Reporting on the test circle codes; meter size, endpoint prior to exporting the billing cycle to prevent errors in importing the readings if a change out has occurred
182	UB	General Billing	Hydrant Meter reporting - to provide reads and pictures of the registers
183	UB	General Billing	System provides dashboard (or interface to ERP's dashboard) to monitor Past Due accounts and other relevant billing data
184	UB	Deposits	System refunds deposit after one year of on-time payments, or other City defined criteria
185	UB	Deposits	System will manage deposit requirements based on City defined criteria (e.g. penalties on account)
186	UB	Deposits	System will accept surety bonds or letters of credit in lieu of deposit
187	UB	Deposits	System will report/flag when a surety bond or letter of credit has expired
188	UB	Collections	System provides mail merge templates that use system information to generate customer letters
189	UB	Collections	System can provide a file for a third party bill printer
190	UB	Collections	System automatically applies late penalties to any overdue payments
191	UB	Collections	System will add Non-Sufficient Finds (NSF) fees to account balance based on City defined criteria.
192	UB	Collections	System generates reminder notices for late payments via text/email/phone/mail
193	UB	Collections	System provides statement with all outstanding payments and late charges (paper and/or electronic)
194	UB	Collections	System provides dunning capabilities (30/60/90 statements)
195	UB	Collections	System generates statement with outstanding charges, penalties/interest
196	UB	Collections	System generates statements with consumption history
197	UB	Collections	System provides account write-off capability
198	UB	Collections	System termination letters identify which service or services and minimum amount to pay to avoid disconnect.
199	UB	Collections	System automatically generates reconnect fee for payment to be reconnected
200	UB	Collections	System has the ability to configure arrangements (payment plans) based on specific amounts or specific amounts plus current bill
201	UB	Collections	System has the capability to flag City and Bank holidays as blackout dates for payment plans and service terminations.
202	UB	Collections	System can age balances on accounts
203	UB	Collections	System can report on aged balances by service, account type and age
204	UB	Collections	System can automatically establish a disconnect process for payment plan customers.
205	UB	Collections	System allows users with appropriate security to waive deposits or penalties
206	UB	Collections	System flags accounts that are ineligible for shut-off based on City defined criteria
207	UB	Collections	System flags RSV-enabled accounts
208	UB	Collections	System automatically flags lockout status
209	UB	Payments	System will create file to pull payments from a customer's financial institution
210	UB	Payments	System will show payments in real time as pending prior to review and update
211	UB	Payments	System has the ability to accept multiple payment types (cash, check, credit card, e-check, IVR, wire payments, etc.)
212	UB	Payments	System has the ability to accept payment through multiple mediums (in-person, IVR, online, bank files, etc.)
213	UB	Payments	System has point of sale capability. If not, please advise a third party you would partner with.
214	UB	Payments	System will process payments (and update customer accounts) that are made through Lock Box Services (i.e. retail locations such as Walmart, CVS or Family Dollar)
215	UB	Payments	System's payment portal has the ability to accept payments if the user creates an account or if the user would like to pay as a guest
216	UB	Payments	System generates reports for cashier balancing
217	UB	Payments	System generates various reports based on payments by amount and payment method
218	UB	Payments	System will accept assistance agency pledges and show as pending on account
219	UB	Payments	System will accept assistance agency payments based on the pledge and will automatically clear pledge
220	UB	Payments	System will show assistance agency pledge deducted from the balance on billing and collection notices
221	UB	Payments	System will import payments via text file
222	UB	Payments	System will stop collections process with a full payment or % of balance.
223	UB	Payments	System will automatically generate a turn-on service request based on customer payment. (EX: If a customer pays a delinquent balance in full or a customer paid their initial deposit, etc.)
224	UB	Payments	System will to easily track payments and adjustments
225	UB	Location Information	System accommodates two separate files for each account, one for the location and the other for the customer.
226	UB	Location Information	System tracks history of all accounts at location (unique identifier for each location)
227	UB	Location Information	System will have multiple locations for each master location (parent/child) (example: landlord owns apartments in multiple locations and pays one service for all locations)
228	UB	Location Information	Users can explore the history of a location separate and apart from the history of a given customer. (For example: the location may have the history of three different customers that live there over the course of ten years)
229	UB	Location Information	System tracks activity against each location separate and apart from activity against each customer file.
230	UB	Location Information	System will pull directly from (or synchronize with) the GIS address and parcel files.
231	UB	Location Information	System can view GIS address/parcel information from within the application screens
232	UB	Location Information	System can display activity from service requests and work orders at a specified location
233	UB	Location Information	System can read/display ESRI REST end point services or consume feature data sets from ARCGIS Online
234	UB	Self Service	System allows users to access online payment portal to view current and past bills
235	UB	Self Service	System can be setup to allow customer to request and/or schedule services (e.g., turn on/turn off, move in/ move out, meter testing, etc.)
236	UB	Self Service	System generates application fees
237	UB	Self Service	System allows users access to online payment portal to review consumption information
238	UB	Self Service	System allows users access to online payment portal to view payment history
239	UB	Self Service	System allows users access to online payment portal to make payment
240	UB	Self Service	System allows customer to make payment through credit/debit card
241	UB	Self Service	System allows customer to make payment through direct withdrawal from checking account or other account (credit/debit/Apple Pay, etc.)
242	UB	Self Service	Customer can set up automatic payments on website through bank draft and/or credit card
243	UB	Self Service	Customer can set up automatic notifications for consumption over user defined amount
244	UB	Self Service	Customer can update forwarding address, email address, phone number, etc. within the self service portal
245	UB	Self Service	Audit trail created when personal information is updated. Audit trail should be able to be searched, viewed, reported on.
246	UB	Self Service	System has the ability to block a particular payment type for a particular customer/account
247	UB	Self Service	System can notify customer if payment method is blocked/unaccepted
248	UB	Self Service	System can support phone based payment e.g. IVR/auto attendant
249	UB	Self Service	System can support pre-notifications prior to scheduled payment being taken
250	UB	Backflow Prevention	System can track backflow prevention devices based on location, customer and service type (This includes existing devices and the ability to enter/upload data on newly installed devices.)
251	UB	Backflow Prevention	System can track last date backflow prevention device was tested, the next date that testing is required and the results of testing (both current and historic)
252	UB	Backflow Prevention	System can generate report (for third party) of upcoming testing requirements for backflow prevention devices. Report to include: address, meter number, end point number, location/description of meter location, meter size, customer account number, etc.
253	UB	Backflow Prevention	Testing of backflow prevention devices can be completed in the field using mobile devices and uploaded to the system.
254	UB	Backflow Prevention	Data (and pictures/videos) from testing in the field can be uploaded to the system by third party, based on City defined security controls. Please list any limitations in the comments.
255	UB	Backflow Prevention	System can generate communication with customers via text/email/mail/phone based on testing requirements and/or testing results (This can include requirements for testing, options for testing, testing results and remediation, etc.)
256	UB	Backflow Prevention	System can create Cross Connection Control Annual report for FDEP.
257	UB	Backflow Prevention	System can automatically add a defined fee to customers that selects to have the City arrange for backflow prevention device testing on their behalf.
258	UB	Technical	System has the ability for the system to interface with other systems using API or direct connector to activate or trigger certain events within the system and in connected systems. Please list any limitations in the comments.
259	UB	Technical	System has complete technical documentation on connectivity and data mapping that can be provided to the client
260	UB	Technical	System uses effective dating
261	UB	General	System will mask any discrete data element based on user preferences. (e.g., Government ID number). Visibility to masked data should be controlled based on security permissions.
262	UB	General	System will search any field within the system. (Please identify any limitations in the comments)
263	UB	General	System can accommodate multi-level electronic workflow approvals. Please list any limitations or third-party systems in the comments.
264	UB	General	System allows users to conduct transactions offline and syncs later when Wi-Fi is available. Please list any limitations in the comments.
265	UB	General	System supports mobile technology (e.g., mobile phone, iPad, mobile devices). Please list any limitations in the comments.
266	UB	General	System is browser agnostic (e.g., Chrome, Firefox, Edge, Safari). Please list any limitations in the comments.
267	UB	General	System will allow attachments (e.g., Word, PDF, Excel, jpeg, HEIC and video) to transactions in the system. Please list any limitations in the comments.
268	UB	Security	System has the ability to set security for access, viewing and add, edit, delete capabilities
269	UB	Security	System has the ability to base security access or restrictions based on user and/or group
270	UB	Security	System has the ability to schedule jobs to run and update during non business hours without a user monitoring or starting job
271	UB	Security	System will automatically track changes to accounts by user account for audit purposes
272	UB	Security	System will automatically track changes to individual transactions by user account for audit purposes
273	UB	Security	System uses role-based security where security roles are tied to users
274	UB	Security	System supports geo fence capabilities, geo block or geo track login information
275	UB	Security	System uses role-based security where security roles are tied to positions
276	UB	Security	Security settings can be set to allow user to add data
277	UB	Security	Security settings can be set to allow user to delete data
278	UB	Security	Security settings can be set to allow user to change data
279	UB	Security	Security settings can be set to allow user to view data (Read-only access). Please list any limitations in the comments.
280	UB	Security	Audit log tracks user permission changes, user log on, and user log off.
281	UB	Security	System is PCI/DSS compliant
282	UB	Security	System supports Single Sign-On through MS Entra ID
283	UB	Reporting	System allows creation, scheduling, distribution and control of automated report generation.
284	UB	Reporting	System has an out-of-the-box reporting/dashboarding system
285	UB	Reporting	System has the ability to integrate with a mainstream reporting/dashboarding services product (e.g., SQL Server Reporting Services, Crystal Reports, PowerBI, Tableau). Please note any limitations in the comments
286	UB	Reporting	System allows adding/creating custom and complex reports (For example Crystal Reports, SSRS, or Power BI, other Data analytics tools). Please list any limitations and third-party in the comments.
287	UB	Reporting	System allows ad-hoc query on any field in system. Please list any limitations in the comments.
288	UB	Reporting	Queries can be saved, reused and shared. Please list any limitations in the comments.
289	UB	Reporting	System provides dash boarding tools to present data. Please list any limitations in the comments.
290	UB	Reporting	Reports can be scheduled and distributed (via email or dashboard). Please list any limitations and third-party in the comments.
291	UB	Reporting	System has drill-down capabilities to access source data in the system. Please list any limitations in the comments.
292	UB	Reporting	System allows for user-defined dashboards with flexibility to add/subtract data/charts. Please list any limitations and third-party in the comments.
293	UB	Reporting	Ad-hoc reporting is available throughout the system
294	UB	Reporting	System automatically generates monthly revenue report each month with total revenue, revenue by account type, and revenue by service type
295	UB	Reporting	System allows reports to be exported in multiple formats (e.g. Excel, pdf, Word, etc.). Please list any limitations in the comments.
296	UB	Reporting	System allows dashboards to be shared with other users. Please list any limitations in the comments.
297	UB	Reporting	System reports on consumption by account type
298	UB	Reporting	System can generate a report to identify services/accounts that have been disconnected for a specified reason (e.g. non-payment)
299	UB	Reporting	System can support geo based report (e.g. polygon shape file, etc) by City defined criteria
300	UB	Key Performance Indicators	The system can track Key Performance Indicators (KPIs) in a variety of City-defined categories. Please list any limitations in the comments.
301	UB	Key Performance Indicators	The system can report KPIs in a dashboard. Please list any limitations and third-party in the comments.
302	UB	Embedded Help Features	System includes training references, (i.e., how-to guide, video). Please list any limitations in the comments.
303	SW	Waste Collection	System has the ability to track / bill Waste Container and Waste collection services
304	SW	Waste Collection	System has the ability to maintain Account Number for each container for the following:
305	SW	Waste Collection	Containers Billed
306	SW	Waste Collection	Containers Issued
307	SW	Waste Collection	Annual Billing Level
308	SW	Waste Collection	Serial Number
309	SW	Waste Collection	Issue Date
310	SW	Waste Collection	Pickup Date
311	SW	Waste Collection	Pickup Day
312	SW	Waste Collection	Frequency
313	SW	Waste Collection	Route/Day of Service
314	SW	Waste Collection	Systems will track multiple Waste and Recycling containers for each account / location by container number. Please list any limitations in the comments.
315	SW	Waste Collection	Systems will track multiple Waste and Recycling containers for each account / location by container barcode and/or RFID. Please list any limitations in the comments.
316	SW	Waste Collection	System allows for the creation of waste container-related service requests and work orders (e.g., bulk pickup, container repair, additional container order, etc.)
317	SW	Waste Collection	System allows adding new containers into inventory through a batch job (e.g., 100's to 1000's at a time)
318	SW	Waste Collection	System generates route sheets, including special routes
319	SW	Waste Collection	System enables routes to be displayed on a mobile device. Please list any limitation in the comments.
320	SW	Waste Collection	System enables all routes/remaining stops to be displayed
321	SW	Waste Collection	System allows routes/stops to be reassigned as required. Please list any limitations in the comments
322	SW	Waste Collection	Additional stops (special pick-ups) can be added to existing routes. This could be while route is in progress.
323	SW	Waste Collection	System can be integrated to GPS application on trucks to track vehicle locations

Note: Current application used to review trucks and retrieve video footage is 3rd Eye

324	SW	Waste Collection	System can track status of each stop (e.g. Has stop been serviced or is it still outstanding?)
325	SW	Waste Collection	New account can be added dynamically to route, based on City defined approval process
326	SW	Waste Collection	System allows field technicians to attach photos
327	SW	Waste Collection	System can attach photos to specific location or route
328	SW	Waste Collection	System allows field technicians to measure the bulk pile (roadside)
329	SW	Waste Collection	System allows field technicians to complete charge ticket in the field
330	SW	Waste Collection	System verifies address for field technicians (e.g. Can define location address based on photo location/GPS coordinates)
331	SW	Waste Collection	System has the ability to shift routes for holiday weeks (e.g. override system to move routes by one day for holiday week only)
332	SW	Waste Collection	System will capture weight/load ticket information by service order or route
333	SW	Waste Collection	System will reconcile weight/load ticket information with third party invoice by service order or route or class of material
334	SW	Waste Collection	System will report on tonnage, class of material, by truck number, by date, by weight ticket number, by account type
335	SW	Waste Collection	System will scan weight tickets into system using OCR, etc. Please list any limitations in the comments
336	SW	Waste Collection	System allows uploading data from third party waste disposal sites/vendors. Please list any limitations in the comments
337	SW	Waste Collection	System will complete review/reconciliation with approval step following upload of third party file
338	SW/UB	Service Requests	System can check/warn and notify for duplicate service requests based on caller, location, or account before creating new one.

Please specify any limitations in the comments.

339	SW/UB	Service Requests	System provides cutoff listing
340	SW/UB	Service Requests	Need to be able to inquire and report on various conditions (e.g. high usage, zero reads)
341	SW/UB	Service Requests	System has the ability to establish billing rates per service (EX: Some service orders have fees tied to them)
342	SW/UB	Service Requests	System has the ability to add a fee based on specific circumstances (e.g. blocked container, locked gate, contamination, etc.)
343	SW/UB	Service Requests	Can disconnect from one utility and not the other or any combination of utilities
344	SW/UB	Service Requests	System has the ability to generate door hangers
345	SW/UB	Service Requests	System has the ability to distribute notifications of disconnect via email/text/phone/mail
346	SW/UB	Service Requests	System can automate service orders to service technicians
347	SW/UB	Service Requests	System can differentiate between turn-on/turn-off and move-in/move-out
348	SW/UB	Service Requests	System tracks service request types (e.g. calls for new service, meter/service problem investigation)
349	SW/UB	Service Requests	System creates work orders from service request (work order type to be determined by the results of the service request)
350	SW/UB	Service Requests	System links work orders and/or creates additional work orders based on needs that are identified during the work (e.g. work could not be completed in field)
351	SW/UB	Service Requests	Notes can be added to a service request and work order and can be coded to the customer or the location
352	SW/UB	Service Requests	System allows users to add Notes/Logs relevant to account, location, customer, or equipment accessible by meter reader/technician in field on mobile device
353	SW/UB	Service Requests	System requires approval step before service request is completed
354	SW/UB	Service Requests	System supports internal notification (e.g. via email) for City defined criteria including service request type, priority, severity, etc
355	SW/UB	Work Orders	Notes/Logs relevant to account, location, customer, or equipment accessible by meter reader/technician in field on mobile device.
356	SW/UB	Work Orders	System allows mobile work orders (through Toughbooks, tablets, smartphones)
357	SW/UB	Work Orders	Mobile application displays work orders and routes on a map.
358	SW/UB	Work Orders	System can check for duplicate work orders based on asset id, location, or account before creating new one. Please specify any limitations in the notes.
359	SW/UB	Work Orders	System can track priority for each work order.
360	SW/UB	Work Orders	System can track date of request for each work order.
361	SW/UB	Work Orders	System can track problem type from drop-down menu for each work order
362	SW/UB	Work Orders	System can track location for each work order
363	SW/UB	Work Orders	System can track meter/radio for each work order
364	SW/UB	Work Orders	System should allow for work order requests to be system-generated
365	SW/UB	Work Orders	System flags work orders for unpaid deposits, and notifies a defined set of users
366	SW/UB	Work Orders	System can interface with the meter software to automatically create service requests or work orders based on high consumption data or other alerts from said system.
367	SW/UB	Work Orders	System to notify requestor (including external customers) when work has been completed through automated notification (email, text, etc.)
368	SW/UB	Work Orders	Notify work requester of status changes, including date/time work requested
369	SW/UB	Work Orders	System routes updated meter read information to Billing when work order has been closed
370	SW/UB	Work Order Assignments/Scheduling	System allows internal users to schedule work orders based on current schedule and available technicians
371	SW/UB	Work Order Assignments/Scheduling	System assigns work orders based on current schedule and available technicians
372	SW/UB	Work Order Assignments/Scheduling	System routes work orders to technicians based on work order priority and geographic information (intelligent routing)
373	SW/UB	Equipment	System tracks equipment by type/account number
374	SW/UB	Equipment	System tracks equipment by ID/inventory number
375	SW/UB	Equipment	System can read/store equipment ID by scanning barcode or QR code
376	SW/UB	Equipment	System tracks equipment category/department by size
377	SW/UB	Equipment	System tracks equipment access and requirements
378	SW/UB	Equipment	System tracks equipment by location
379	SW/UB	Equipment	System tracks equipment by container

File details come from the government source that posted it. Updated Sep 29, 2026.