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Appendix 1 - Solution Requirements Checklist
Instances where Appendix 1 and the main body of the RFP conflict, the terms of the RFP will prevail.
Requirements listed in the Solution Requirements Checklist are not absolute, but the below responses shall be included as part of the Technical Quote.
Requirements that are considered essential are marked with an asterisk (*). Place an “X” in the appropriate column.
Section 4.1.1 – Utility Invoice Payment and Data Management
| 1 A. |
| Utility Invoice Payment and Data Collection |
| Available in |
Off-the-Shelf Software Available with Custom Programming Not Available
| 1 |
| *Pay, enter and track any type of energy or non-energy utility invoice for any commodity |
| 2 |
| *Enter and track all level of invoice detail (taxes, various charges, time of use charges, KW demand) |
| 3 |
| Ability to split billing data between two or more Participants sharing a facility and/or over multiple months |
| 4 |
| *Quality assurance tests and automated bill audits to catch and flag obvious bill errors at time of entry and in reporting (i.e. missing invoice(s), percent deviation from previous entry and previous year, duplicates, date gap or overlap, etc.) |
| 5 |
| *Invoice audit to confirm utility rate and identify rate change opportunities |
| 6 |
| Available service to manage utility vendor accounts and resolve billing issues |
| 7 |
| Supports multiple commodities on a single bill, as separate meters |
| 8 |
| Configurable for complex accounts such as solar, on-site generation, multiple vendors, deregulated scenarios |
| 9 |
| Memo and message capabilities to assign problem bills to users, categorize issues, add notes and comments, and track savings recoveries |
| 10 |
| Available service to obtain, import, and audit utility bills in different formats (Paper, PDF, XLS, TXT, CSV, HTML, EDI, ACH file formats) and via different methods (FTP, Email, Web Capture, Mail Redirect, Website Upload) |
| 11 |
| *Online electronic collection of interval data from utilities so equipped |
| 12 |
| *Each invoice is archived and a link exists to a scanned image for printing and viewing |
| 13 |
| Consolidate utility invoices into a daily bill with backup spreadsheet containing invoice data |
| 14 |
| *Maintain a general ledger to reflect real-time payments and track funds available for payment of upcoming bills |
| 15 |
| Capable of forecasting projected energy consumption and cost for a future 12 month fiscal period based on historical data coupled with market trends |
| 1 B. |
| Utility Data Management |
| Available in |
Off-the-Shelf Software Available with Custom Programming Not Available
| 1 |
| *Allocate usage and cost from single meter to multiple buildings based on defined parameters such as square footage and percentage (e.g., Split electric bill to two agencies 60%-40%) |
| 2 |
| *No limit on number or levels of facilities, accounts, meters, or utility providers |
| 3 |
| *“Treeview” interface to easily navigate within organization |
| 4 |
| Ability to change the unit of measure on previously entered invoices by vendor or by account(s), on individual invoices or group of invoices |
| 5 |
| Accommodate changes/corrections to imported or entered readings |
| 6 |
| *Notification if meter data has zero, missing, or abnormal values |
| 7 |
| Wizard setup for new accounts, meters and facilities within Software Solution |
| 8 |
| Quick setup for new accounts, meters and facilities using Excel template for importation to Software Solution |
| 9 |
| Wizard deactivation for discontinued accounts, meters and facilities |
| 10 |
| Views for grouping data by vendors, rates, and commodities |
| 11 |
| Separate views and data structures for energy management (buildings and meters) and accounting information (accounts and cost centers) |
| 12 |
| *Data inputs that are temporary can be flagged as “unverified” or “temporary” until proven |
| 13 |
| *Create flag for estimated bills to easily identify facilities or accounts with estimated bills. |
| 14 |
| Capable of unbundling complex account to itemize for individual utilities the accurate unit of measure, consumption and cost |
| 15 |
| Accommodate large datasets. Suitable for larger organizations; ability to track up to 100,000+ meters per dataset |
Section 4.1.2 – Support Services and Analytics
| 4 A. |
| Energy Management |
| Available in |
Off-the-Shelf Software Available with Custom Programming Not Available
| 1 |
| *Ability to set a baseline for any commodity or commodities, for any period, and for any buildings, facilities or agencies |
| 2 |
| *Internal benchmarking of any facility or group of facilities to establish a normalized relative starting point against which improvements in efficiency can be measured |
| 3 |
| *External benchmarking of any group of buildings to national database(s) including Energy Star Portfolio Manager |
| 4 |
| *Tracking and trend analysis |
| 5 |
| A notification system including graphics, text message and e-mail for pre-defined conditions with adjustable sensitivity based on variation in cost, consumption or demand |
| 6 |
| *Capable of longitudinal benchmarking to compare the energy usage of each facility for a user defined period to past performance for the same period |
| 7 |
| *Automated Energy Star Portfolio Manager (PM) data exchange to upload monthly data and maintain current PM record for reporting, tracking and comparing Energy Star statistics through the Software Solution |
| 8 |
| Flagging for data breaks that prevent current score in Energy Star Portfolio Manager record and correction of data errors |
| 9 |
| *Weather normalization of data based on industry accepted, commercially available third party weather data for specific geographic areas in New Jersey for inclusion in energy comparisons for any user-defined time period |
| 10 |
| Calendar normalization of data to reflect actual monthly day count |
| 11 |
| Schedule normalization of data to reflect different hours of operation |
| 12 |
| Occupancy normalization of data to reflect change in occupancy of full time equivalents (FTE) |
| 13 |
| Functional use normalization of data to reflect different type of facility use |
| 4 B. |
| Reporting & Graphics |
| Available in |
Off-the-Shelf Software Available with Custom Programming Not Available
| 1 |
| *Comprehensive reporting on energy usage, cost and savings for each building or any combination or group of buildings |
| 2 |
| *Unlimited user-defined group or groups of facilities for reporting |
| 3 |
| *User defined time intervals including monthly, year-to-date, fiscal year and custom |
| 4 |
| Capable of providing annual reporting for multiple Fiscal Years for a designated state organization, the detailed invoice cost and consumption information including inconsistencies and recovered charges |
| 5 |
| *Adjustable metrics including time period, facility, site, department, occupants, facility type, and location |
| 6 |
| *Standard and custom reporting capability within Software Solution |
| 7 |
| *Standard and custom reporting capability for export in Word, Excel, CSV, and PDF formats |
| 8 |
| *Custom report setups that can be saved by unique user for repeated use |
| 9 |
| Data representation in standard and user defined reports, tables, charts and graphs that are updated continuously and display actionable data for key metrics |
| 10 |
| *Multiple user-selected data points can be plotted on a single chart or graph, for example, normalized trend data overlay of baseline year and each subsequent year on the same graph |
| 11 |
| *Issues log function to identify issues and opportunities, assign responsibility and track to resolution |
| 12 |
| Wizard setup for generating reports |
| 13 |
| Direct emailing with the Software Solution |
| 14 |
| Allows user to annotate charts and displays and will store those annotations |
| 15 |
| Condenses large amounts of energy usage data into a graphical format that is rich, intuitive and user friendly |
Section 4.1.4 – Web-Based Portal with Weather Data (NOAA)
| Web-Based Portal with Weather Data (NOAA) |
| Available in |
Off-the-Shelf Software Available with Custom Programming Not Available
| 1 |
| *Secure web based private portal requiring login username and password for interactive viewing, analysis and reporting of owner- defined aspects of energy program through an industry standard browser with no special software |
| 2 |
| *Varying levels of user access to specific building(s), group(s) of buildings, agency, department or institution |
| 3 |
| *Varying levels of user access ranging from read-only to Administrative |
| 4 |
| *Security of data entry is adjustable to control access by individuals, groups or organizations |
| 5 |
| *Security of data and energy management is adjustable to control access by individuals, groups or organizations |
| 6 |
| *Web based configurable dashboard display for interactive viewing of owner-defined aspects of energy program through an industry standard browser with no special software |
T2605 – Appendix 1 Page 4 of 5 25DPP01093