RFP Readiness

Configurable account numbering rules and prefixes

Prefix/sequence rules per account scope including the legacy stormwater-only 50 prefix.

Owner: System Administrator

Service-line and customer-line material type fields

Copper/PVC/PEX/Galvanized/Unknown material fields on premises, editable from Account 360.

Owner: Field Ops

Create bills for water, sewer, and stormwater services.

Batch billing-run workflow with ordered steps, timings, counts and audit entries (synthetic accounts, preview-first).

Owner: Billing

Cutoff candidate generation with configurable criteria and exclusion review

Cutoff generator with balance/days-past-due criteria, arrangement and hold visibility, audited exclusions, simulated turn-off orders.

Owner: Billing Supervisor

Block late fees temporarily or permanently per account

Per-account exemption (until date or permanent) honored by the demo late-fee calculation; all changes audited.

Owner: Billing Supervisor

Support Augusta current operating model of 28 monthly water and sewer billing cycles.

Database contains 28 cycle records; UI still needs to be connected to them.

Owner: Billing

Add ad-hoc fees to a bill

Ad-hoc charge lines on synthetic bills with category and audit reference; totals and balances updated.

Owner: Billing Supervisor

Support manual, AMR, and AMI meter reads with validation of exceptions such as high, low, and zero consumption.

Database supports all three read methods and validation status; workflow UI is partially demonstrated.

Owner: Metering

Query payments by posted date range and amount

Cross-account payment search with date range, amount range, method, and account/customer filters over real payment records.

Owner: Finance

Transfer payments posted in error between accounts

Audited zero-net transfer: original payment marked Transferred Out, reposted to target account with traceable references.

Owner: Finance

ERP / GL revenue-distribution export

Downloadable illustrative GL CSV export; export artifact only, not a live MUNIS integration.

Owner: Finance

Support Augusta utility operations for nearly 75,000 customer accounts.

Database architecture now exists; scale/performance test still required.

Owner: Platform

Stormwater fee from impervious surface / ERU

Demo stormwater charge derives from stored impervious_sqft and eru_value, not a hard-coded ERU.

Owner: Billing Supervisor

Stormwater credits on specified accounts

credit_pct applied to the calculated charge and surfaced on Account 360 and the parcel roll.

Owner: Billing Supervisor

Parcel-based stormwater billing view

Parcel roll keyed by parcel_id with impervious area, ERU, credit, gross and net fee.

Owner: Engineering

IAS World impervious-surface import

CSV preview import adapter mapping parcel ID + impervious surface; vendor file integration, not live.

Owner: Engineering

Stormwater-only semiannual/annual billing cycles

Cycle frequency and service scope configuration with dedicated stormwater-only demo cycles.

Owner: Billing Supervisor

Be ready to demonstrate claimed modules live; do not represent in-development modules as complete.

App explicitly labels Demo, Planned, Not Connected, and Requires Vendor Access states.

Owner: Product

Integrate with Esri ArcGIS, including consuming REST services and/or web maps.

Prototype GIS screen exists; live Esri service access required.

Owner: GIS

Integrate with Cityworks for asset and work-order management.

Mock adapter/work-order model only; no live connection claimed.

Owner: Integration

Support integration with IAS World.

Endpoint model exists; no live connection claimed.

Owner: Integration

MultiSpeak protocol support

Capability statement and adapter configuration only; a live MultiSpeak SOAP/XML adapter requires vendor endpoint, version and credentials.

Owner: IT

Support integration with Tyler MUNIS.

Endpoint model exists; no live connection claimed.

Owner: Integration

Interface with Itron Temetra for meter reading operations.

Mock integration endpoint only; no live connection claimed.

Owner: Integration

Log database/system transactions and maintain user/date/time audit trails.

Audit Log reads live audit_events from the database with filters.

Owner: Security

Provide user/module role-based access following least privilege and inquiry-only access.

Role model exists in database and administration UI; production enforcement/SSO is not yet active.

Owner: Security

Provide an API allowing Augusta to query and retrieve data.

Read-only REST API for accounts/bills/payments/stormwater with API-key auth plus in-app catalog.

Owner: Platform

Operate through modern browsers, with browser-based operation preferred.

Current prototype is browser-based.

Owner: Platform

Software compatibility matrix

In-app matrix covering browser/runtime/database support and vendor integration validation status.

Owner: IT

Technical and compliance evidence (Appendix B support)

Architecture, hosting, security model, performance and support evidence center.

Owner: IT

Mobile/tablet access and field mode

Installable responsive web app (PWA manifest) plus touch-optimized Field Mode in Work Orders; no native app-store binary.

Owner: IT

Provide current production database schema and data dictionary including primary/foreign keys.

Relational PostgreSQL schema now exists; formal downloadable data dictionary still needs generation.

Owner: Platform

Support conversion, unit, functional, integration, performance, parallel, user-acceptance, and end-to-end testing.

Testing plan and evidence harness still need to be built.

Owner: QA