FM_UB_ATT_9_Conversions_v1.xlsx

XLSX spreadsheet 20 KB Posted

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

This is a data conversion specification document for the City of Fort Myers, Florida's Utility Billing System implementation project. The document outlines the scope of data to be migrated from the City's existing systems to the new Oracle Utilities Billing System. The conversion encompasses multiple functional areas including customer information (30,631 records), account data (31,042 records), water and sewer rates (35 fee distributions, 170 fee definitions, and 45 fee rates), property location information (40,624 records), and utility meter inventory (32,331 records). Additional data migration includes service requests totaling 412,795 records (3,041 pending/working and 409,754 completed), billing information with 370,177 receipts and 394,533 bills as of August 5, 2025, routing data for seven residential routes serving 3,907 weekly pickups and 220 commercial pickups, and solid waste container inventory consisting of approximately 7,840 active containers. The document uses a vendor response matrix format to track agreement status and pricing inclusion for each data category.

The conversion specifications indicate estimated consulting hours and client hours required for implementation, though specific hour quantities are not detailed in the visible portions of the document. The pricing structure requires vendors to specify whether each data conversion function is included in their overall implementation price. The document does not specify response dates, due dates, award dates, or contract term information in the provided excerpt, nor does it address set-asides, incumbent vendor status, or funding sources. This conversion effort represents a substantial data migration initiative requiring coordination between City resources and the selected implementation vendor.

View the file

Other files

Show all 15

On GovTribe

Work with this file

  • Download the original file
  • Contacts named in this file
  • Similar government files
  • Ask GovTribe AI about this file

Text version

Conversions

City of Fort Myers, FL - Utility Billing
Data ConversionsN
Vendor Response
(1)(2)(3)(4)
FunctionItemData TypeEstimated Number of RecordsAgree? (Y/N)Included in Price? (Y/N)Estimated Number of Consulting HoursEstimated Number of Client Hours
Set Up / DataCustomer InformationCustomer name, billing address, email, phone number, customer number, DBA, etc30631 *Customers with active accountsYN
Set Up / DataAccount informationAccount number, inventory, service address, account type, cycle, status, close date, last pay date, account balance, last payment amount, deposits, banking information, routing information, etc31,042
Set Up / DataWater and Sewer RatesRate tables, fee distribution, fee definitions, fee step tablesFee Distrbution: 35 - Fee Definitions: 170 - Fee Rates: 45
Set Up / DataAll property/location informationParcel ids, STRAP #, etc40,624
MetersUtility inventorySerial number, size, brand, location description, device type, inventory type, use type, install date, Tag number/End point number, Lat/Long, cycle, routes, sequence, etc32,331
Service RequestService requests / work ordersOrder type, order number,requested date, closed date, status, description, etcService request with status of Pending/working for active accounts: 3,041 -- Service request with status of Completed for active accounts: 409,754
BillingBilling Information/ReceiptsGL accounts, receipts, balances, etcReciepts from 8/5/2025 of Active account : 370,177 -- Bills from 8/5/2025 of Active account : 394,533
RoutingRoutingRouting sheets, cycles, etcResidential - 7 routes with 3,907 pickups per week

Commercial - 220 pick ups per week Solid Waste inventory Container inventory Container number, type, size, etc ~7840 active containers (assumes 95% of resedential customers have two containers)

ADDITIONAL (Provide Description)

&F &P

File details come from the government source that posted it. Updated .