FM_UB_ATT_9_Conversions_v1.xlsx
XLSX spreadsheet 20 KB Posted
- 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.
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Other files
| File | Type | Posted |
|---|---|---|
| Professional_Implementation_Services_for_Oracle_Utilities_Billing_(Addendum_#4_Revision).pdf | ||
| Professional_Implementation_Services_for_Oracle_Utilities_Billing_(Addendum_#1_Revision).pdf | ||
| Fort_Myers_UB_RFP_09_18_26.pdf | ||
| FM_UB_ATT_6_Project_Expectations.pdf | ||
| FM_UB_ATT_10_Cost.xlsx | XLSX spreadsheet | |
| FM_UB_ATT_11_Interface_List.xlsx | XLSX spreadsheet | |
| FM_UB_ATT_12_Reports_v2.xlsx | XLSX spreadsheet | |
| FM_UB_ATT_7_Functional_Requirements_v2.xlsx | XLSX spreadsheet | |
| FM_UB_ATT_8_Project_Staffing.xlsx | XLSX spreadsheet | |
| FM_UB_ATT_1_Signature_Page.pdf | ||
| FM_UB_ATT_3_Prof_Svcs_Background.pdf | ||
| INSURANCE_REQUIREMENTS_CHART.pdf | ||
| FM_UB_ATT_5_Technology_Deployment.pdf | ||
| FM_UB_ATT_2_Proposer_Statement.pdf | ||
| FM_UB_ATT_4_Prof_Svcs_Reference_v1.pdf |
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Text version
Conversions
| City of Fort Myers, FL - Utility Billing | |||||||
| Data Conversions | N | ||||||
| Vendor Response | |||||||
| (1) | (2) | (3) | (4) | ||||
| Function | Item | Data Type | Estimated Number of Records | Agree? (Y/N) | Included in Price? (Y/N) | Estimated Number of Consulting Hours | Estimated Number of Client Hours |
| Set Up / Data | Customer Information | Customer name, billing address, email, phone number, customer number, DBA, etc | 30631 *Customers with active accounts | Y | N | ||
| Set Up / Data | Account information | Account number, inventory, service address, account type, cycle, status, close date, last pay date, account balance, last payment amount, deposits, banking information, routing information, etc | 31,042 | ||||
| Set Up / Data | Water and Sewer Rates | Rate tables, fee distribution, fee definitions, fee step tables | Fee Distrbution: 35 - Fee Definitions: 170 - Fee Rates: 45 | ||||
| Set Up / Data | All property/location information | Parcel ids, STRAP #, etc | 40,624 | ||||
| Meters | Utility inventory | Serial number, size, brand, location description, device type, inventory type, use type, install date, Tag number/End point number, Lat/Long, cycle, routes, sequence, etc | 32,331 | ||||
| Service Request | Service requests / work orders | Order type, order number,requested date, closed date, status, description, etc | Service request with status of Pending/working for active accounts: 3,041 -- Service request with status of Completed for active accounts: 409,754 | ||||
| Billing | Billing Information/Receipts | GL accounts, receipts, balances, etc | Reciepts from 8/5/2025 of Active account : 370,177 -- Bills from 8/5/2025 of Active account : 394,533 | ||||
| Routing | Routing | Routing sheets, cycles, etc | Residential - 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)
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File details come from the government source that posted it. Updated .