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INDEX
NUMBER OF
SECTION REQUIREMENTS
1 Technical 135
2 General Ledger 111
3 Budget 116
4 Performance Management 31
5 Treasury 58
6 Accounts Payable 160
7 Accounts Receivable 132
8 Purchasing 350
9 Projects 103
10 Grants 105
11 Fixed Assets 114
12 Facilities 353
13 Inventory 129
14 Human Resources 444
15 Learning Management 254
16 Benefits Administration 166
17 Payroll Administration 240
18 Utility Billing 285
19 Licensing 113
20 Fleet 124
21 Traffic Engineering 229
3,752
nment Functional Requirements
INDEX
VENDOR FIT-GAP RESPONSE CODES (Insert In Functionality Type Column Below For Each Requirement):
F = Fully Provided "Out-of-the-Box CF = Custom Fields Required
CO = Configuration (no changes to underlying source code) M = Modification/Customization (change to source code)
TP = Third Party Software Required U = Unable to Meet Requirement
TECHNICAL
IT 1.00 System uses real-time and/or batch processing of data.
Security is required for each application with the ability to restrict levels of access
IT 2.00 by individual, role to field and function level.
IT 3.00 Allow exceptions to role-based security definitions at the individual user level
IT 4.00 Contains system performance measurement tools.
Supports table-driven fields for record descriptors that enable user-defined
IT 5.00
descriptions.
Provides system performance measurement reporting and ability to generate
IT 6.00 customized reporting.
IT 7.00 Be able to access electronic documents and records remotely (telecommute)
IT 8.00 Supports Object Linking and Embedding (OLE) file attachments
IT 9.00 Runs on the most current database platform
IT 10.00 Provides ERP backward compatibility
IT 11.00 Ability to generate report files in delimited, ASCII, PDF, MS WORD, and XML formats
Uses a Web GUI interface with ability to customize the standard look and feel
IT 12.00
through common standards CSS or XSL.
IT 13.00 Provides field level edits to ensure validity of the data being entered into the system
IT 14.00 Editable on-line user help to make County-specific changes to help text, graphics.
Display for user inquiry the related item preceding and/or following the current
IT 17.00 item on screen, within the flow of a process. (e.g., display previous / display next).
IT 18.00 On-line training and demo module included with application software.
Ad-hoc report writer packaged with application software that provides easy
IT 19.00 interface to created adhoc reports.
IT 20.00 Interactive query capabilities available at the user level
IT 21.00 System supports electronic workflow throughout all suites/modules/applications.
IT 22.00 Performs all tasks to complete a process without resorting to off-line calculations
IT 42.00 Ability to link to files located in a document management system (e.g. SharePoint)
Supports role-based workflow levels (different user, same security level) to execute
IT 48.00 approvals on behalf of another user
Changes to the work flow approval path do not affect the underlying item being
IT 49.00 processed
Changes to the work flow approval path are applied to items currently being
IT 50.00 processed
Workflow items that are in-process are able to be inquired upon by any individual
IT 51.00 within the approval path
Workflow inquiries will display the item being processed (e.g., for approval) as well
IT 52.00 as supporting detail information (e.g., document attachment)
Make available a free-form text field in each workflow transaction (transaction
IT 53.00 record)
IT 54.00 End users have an individual workflow-driven to do list
IT 55.00 Automated e-mail notification for specific events and/or intervals
Inquire on open approval items in a workflow approval path by department or by
IT 56.00 organizational changes/ service changes.
Inquiry will display department #, transaction type, document (e.g., purchase order)
IT 57.00 number, and pending approver
IT 58.00 Audit Trail
IT 59.00 Ability to graph statistics
IT 60.00 Drill down capability within a given module.
IT 61.00 Drill across modules capability.
IT 62.00 Reporting capabilities not limited by date throughout the application.
IT 63.00 Near/real-time data capture & reporting
IT 64.00 Supports single sign-on
Supports different security structure for internal county users verses internet based
IT 65.00 users (Federated Security Model)
Limit enforcement of transaction execution via a combination of account and user
IT 66.00 role definition
Limit enforcement of transaction execution via a combination of dollar value and
IT 67.00 user role definition
IT 68.00 System Administrator can view list of logged-in users
IT 69.00 Supports group level permissions
IT 70.00 Produces user security profile report
IT 71.00 Supports the following security controls:
IT 71.01 Limit access by Department/ Office/ Agency
IT 71.02 Limit access by Division
IT 71.03 Limit access by Section
IT 71.04 Limit access by Data levels
IT 71.05 Limit access by fund
IT 71.06 Limit access by transaction type.
Requests for a report test if the user has appropriate security for the fields
IT 71.07 presented (validation)
IT 71.08 Limit access by role
IT 72.00 Supports CAPTCHA or challenge phrase log in features
Allows use of security classes/profiles/role as templates that can be modified for an
IT 73.00 individual without having to create a new class/profile/role
IT 74.00 Allows security control at the field level.
System security comprehensively includes other standard elements (e.g., Secure
IT 75.00 DMZ, SSL)
IT 76.00 Automatic logical transaction logging and rollback
Broward County, FL RLI #R0866301R1: Centralized ERP Solution 7of 488
VENDOR FIT-GAP RESPONSE CODES (Insert In Functionality Type Column Below For Each Requirement):
F = Fully Provided "Out-of-the-Box CF = Custom Fields Required
CO = Configuration (no changes to underlying source code) M = Modification/Customization (change to source code)
TP = Third Party Software Required U = Unable to Meet Requirement
IT 97.00 Display any report to screen that would otherwise be accessible on hard copy.
IT 98.00 Ability to batch schedule reports.
IT 99.00 View changes made between any two revisions.
IT 100.00 Avoids two users modifying the same record at the same time.
IT 101.00 Report all revisions created after a release
IT 102.00 Report all revisions created by a single individual, or set of individuals
IT 103.00 Report revisions created between two dates
IT 104.00 Report all revisions that have a given label
IT 105.00 Report any revision with a revision comment that contains a given text string
106.00 All location-based information conforms to the GIS standards; all GIS data is indexed
IT by street address, assessors parcel number or physical location and XY coordinates
Provide a single, unified access point to organizational data that can be either
IT 118.01 formulaic data in its individual form or in aggregate or documents that can be
accessed via defined taxonomy.
118.02 Ability to use module-specific portlets or plug and play user interface components
IT that produce information such as a metric, report, etc.
IT 118.03 Provide a consistent look, feel and navigation for the Enterprise Portal.
Provide a data warehouse that is designed to facilitate reporting and analysis. This
IT 118.04 includes the ability to extract, transform and load data that will be used for analysis
and reporting.
Ability to define development scripts, both functional and technical and develop
IT 118.05 custom objects that may include forms, reports, interfaces, conversions and
enhancements.
IT 118.06 Input data from conversions as drawn from client databases without requiring the
client to use a standard template to provide data for conversion.
Ability to operate on your proposed hardware architecture and components to
IT 118.07 support the software modules in a client-server mode, with all web applications
being supported by separated hardware.
IT 118.08 Ability to support any instance strategy.
IT 118.09 If hosting is proposed, the ability to support the service level agreement metrics.
GL 30.04 Deletions
Tracks chart-of-accounts structure changes (e.g. departmental changes) from fiscal
GL 31.00 year to fiscal year.
GL 32.00 Enables account roll-ups.
View accounts by Department, division, or other types of organizational
GL 33.00 subcomponents.
GL 34.00 Create hierarchies within each chart of accounts segment.
GL 35.00 Maintain multiple cash accounts by fund.
Track grant cash in a self-balancing set of accounts, but not using a general ledger
GL 36.00 "fund" designation to do so.
Track project cash in a self-balancing set of accounts, but not using a general ledger
GL 37.00 fund "designation" to do so.
GL 38.00 Accept both standard and recurring journal entries, both as to amount and account.
GL 39.00 Attach a description to individual line items for reference purposes.
Enter unlimited journal entries for multiple agencies and funds under one journal
GL 40.00 header.
GL 41.00 Provide for budget control by checking available funds before posting.
GL 42.00 Provide default data within journal fields:
GL 42.01 Fiscal Year
GL 42.02 Auto complete function for individual fields
GL 42.03 Today's date
GL 43.00 Allow for 'copying and pasting' of data into the journal entry form.
GL 44.00 Require narrative description at the line item level.
GL 45.00 Require narrative description at the journal header level.
BP 4.00 System can support multiple budget scenarios and save them as budget versions.
BP 5.00 Allow a decentralized user (e.g., a department) to save multiple budget scenarios)
BP 6.00 Allow a decentralized user to submit one of multiple saved budget scenarios
Broward County, FL RLI #R0866301R1: Centralized ERP Solution 16of 488
VENDOR FIT-GAP RESPONSE CODES (Insert In Functionality Type Column Below For Each Requirement):
F = Fully Provided "Out-of-the-Box CF = Custom Fields Required
CO = Configuration (no changes to underlying source code) M = Modification/Customization (change to source code)
TP = Third Party Software Required U = Unable to Meet Requirement
BP 16.00 Construct a budget worksheet at the following levels within the chart of accounts
BP 16.01 Department
BP 16.02 Division
BP 16.03 Responsibility center
BP 16.04 Sub-object
BP 17.00 Include revenue items within budget worksheet documents
Creates budget worksheets for a range of items defined within the chart of
BP 18.00
accounts, using the following budget bases (e.g., FY 09 budget year):
BP 18.01 Zero balances in all accounts
Ad hoc worksheets established at the object level, within a responsibility
BP 18.02 center
BP 18.03 Current year adjusted budget (e.g., FY 08)
BP 18.04 Current year's original budget
BP 18.05 Current year's actual financial results for the last closed period (e.g., FY 08)
BP 18.06 Last year's approved budget
BP 18.07 Last year's actual financial results (e.g., FY 07)
Broward County, FL RLI #R0866301R1: Centralized ERP Solution 18of 488
VENDOR FIT-GAP RESPONSE CODES (Insert In Functionality Type Column Below For Each Requirement):
F = Fully Provided "Out-of-the-Box CF = Custom Fields Required
CO = Configuration (no changes to underlying source code) M = Modification/Customization (change to source code)
TP = Third Party Software Required U = Unable to Meet Requirement
BP 36.00 Associates narrative to a given decision package for historic/audit trail purposes.
BP 39.00 Allocate budget amounts quarterly (not appropriation control, only for projections)
Creates budget relationships (e.g., salary changes automatically adjust benefits and
BP 40.00 vice versa).
BP 41.00 Forecast current year budget and actuals based on:
BP 41.01 Straight line projection on current year actual
BP 41.02 Percentage based on last year actual
BP 41.03 User entered formula
BP 41.04 Last year actual or budget for the remainder of the current fiscal year
BP 41.05 Seasonality
BP 42.00 Save multiple forecasts as scenarios.
Data for the performance management system can be collected from other
PM 7.00 Broward County software applications systems through interfaces and verified with
minimal human intervention
Where mechanized application and/or data interfaces are not available, data can be
PM 8.00 easily entered through manual data entry
Metrics for other organization systems including, but not limited to work order and
PM 9.00 customer relationship management systems can be interfaced with the
performance management system
Tools are available for a variety of data analysis techniques, including methods to
categorize, view and to group data from various perspectives, and to create and
PM 10.00 analyze trends under various statistical assumptions; the analyses available should
allow for projections based on current assumptions (e.g., that a trend level persists
into the future), or under changes to the assumptions
Notes or other records visible to authorized users can be utilized to explain changes
PM 11.00 in calculation methodologies, error correction, measure definitions, references, etc.
The system allows analysis of performance data against targets, over time periods,
PM 12.00 and in other ways
Upload a cleared check data file from banks to update the County's outstanding
TR 35.00 check list
Query the outstanding check file for items that fall within a date range (i.e. to
TR 36.00 identify stale checks)
TR 37.00 Cancel an outstanding check using a drop down menu of reasons for cancellation
Facilitate an item "look up" over a defined date range by providing an amount that
TR 38.00 is of interest (e.g., to find a 'book' transaction)
ACCOUNTS PAYABLES
AP 1.00 Age accounts payable.
AP 2.00 Support table driven edit rules for payment eligibility, including:
AP 2.01 Level of authorization based upon amount of payment
AP 2.02 Licensing
AP 2.03 Grant restrictions by expenditure type
AP 3.00 Automatically relieve an encumbrance when the "receiver" document is entered.
AP 4.00 Establish accounts payable accrual once the encumbrance is relieved
Flag accounts manually if vendor has an overdue accounts receivable balance with
AP 5.00 the County.
AP 6.00 Support digital signatures for transaction approvals
AP 7.00 Process transactions in real time or in batch.
AP 8.00 Accept electronic file upload (i.e., customer refund file).
AP 9.00 Assign a control number in ERP for a Travel & Expense request.
Cut customer refund checks via system interface (property tax refunds) without
AP 10.00 creating a vendor file.
AP 11.00 Prevent duplicate vendor entry by tax identification number.
Broward County, FL RLI #R0866301R1: Centralized ERP Solution 28of 488
VENDOR FIT-GAP RESPONSE CODES (Insert In Functionality Type Column Below For Each Requirement):
F = Fully Provided "Out-of-the-Box CF = Custom Fields Required
CO = Configuration (no changes to underlying source code) M = Modification/Customization (change to source code)
TP = Third Party Software Required U = Unable to Meet Requirement
Reinstate a prior year encumbrance for a payment that has passed the matching
AP 32.00 process, but is held up for corrections. Reverse the payable transaction.
AP 86.03 Summary Payment Report by Vendor (for a user determined time period)
AP 86.04 Check register
AP 86.05 EFT Disbursement
AP 86.06 Cash Requirements Report
AP 86.07 Ledger Distribution Report
AP 86.08 Intercompany Distribution List
AP 86.09 Procurement Card Reports
AP 87.00 Accumulate and report data by:
AP 87.01 Calendar year
AP 87.02 Fiscal year
AP 87.03 Quarter
AP 87.04 User-defined time period
Provide a complete audit trail of transactions passed from accounts payable to or
AP 88.00 from other applications. Must have an audit trail for transactions related to record
changes within Account Payable module.
Track all payments made to a vendor/supplier referenced by items such as PO,
AP 89.00 Invoice, Contract, vendor type, vendor class, item description, etc.
Accumulate year-to-date dollar payments by vendor for calendar year and fiscal
AP 90.00
year.
Track disbursements by expense account (i.e., leases, employee reimbursements,
AP 91.00
petty cash, etc.).
AP 92.00 Generate AP/GL reconciliation report at the level of the individual payment
Report AP cash disbursements forecast - flexibility to project based upon set criteria
AP 93.00 (I.e. # days).
AP 94.00 Maintain a subsidiary ledger of deposits payable
AP 95.00 Generate a payment based upon hard copy remittance release information
Broward County, FL RLI #R0866301R1: Centralized ERP Solution 34of 488
VENDOR FIT-GAP RESPONSE CODES (Insert In Functionality Type Column Below For Each Requirement):
F = Fully Provided "Out-of-the-Box CF = Custom Fields Required
CO = Configuration (no changes to underlying source code) M = Modification/Customization (change to source code)
TP = Third Party Software Required U = Unable to Meet Requirement
Allow a transaction for retained County funds (e.g., services rendered on a deposit
AP 96.00 transaction) without generating a remittance to the County
AP 97.00 Retain prior year(s) data for comparative reporting.
Capture 1099 type (s) on parent or remit to vendor record (in the event that a
AP 98.00 vendor has different vendor types for different remit to addresses).
Change certain voucher information after check is issued (such as 1099
AP 99.00 distribution).
AP 100.00 Define vendors for 1099 reporting and ability to exclude invoices if necessary (e.g.,
consultants, lawyers, doctors, real estate).
AP 101.00 Flag certain expense types for 1099 tax reporting purposes (e.g., consultants,
lawyers, doctors, real estate).
AP 102.00 Perform 1099 withholding at the vendor level.
103.00 Set up various types of 1099 Forms, including Form 1099 S for Real Estate
AP transactions or 1099 Forms for transactions on P-cards.
AP 104.00 Generate report of all vendor payments over $600 through ERP.
AP 105.00 Upload 1099 data electronically to Federal and State agencies.
AP 106.00 Ability to provide workflow throughout all suites/modules/applications.
AP 107.00 Workflow rules can be based upon the following:
AP 107.01 Tolerances
AP 107.02 Events or "triggers"
AP 107.03 Financial rules
AP 107.04 User-defined parameters
AP 108.00 Appropriate roles, rules and routing
AP 109.00 Ability to provide a flexible, hierarchical approval process.
110.00 Ability to assign secondary approval (e.g., vacation or duplicate approval
AP capabilities).
113.00 Ability to set number of approvals required by type of transaction or threshold such
AP as dollar value.
Ability to automatically re-route transactions if an individual does not act within a
AP 114.00 specified timeframe.
AP 116.00 Ability to capture performance statistics based on workflow activity (or inactivity).
117.00 Ability to allow individuals with higher levels of authority to approve transactions
AP that have not been approved by individuals with lower levels of authority.
118.00 Ability to track and report every aspect of the electronic approvals (e.g., supervisor
AP did not approve but department head approved).
AP 119.00 Ability to support the following approval assignments:
AP 119.01 Group approvals for individual transactions
AP 119.02 Group approvals for group transactions
AP 119.03 Individual approvals
120.00 Ability to send out broadcast messages to notify of certain events (e.g., pay period
AP when accruing a floating holiday).
121.00 Ability to specify the receivers of broadcast messages (e.g., by bargaining unit, by
AP position, etc.).
122.00 Ability to utilize bulletin board functionality to display broadcast messages upon
AP entry into the system.
123.00 Ability to utilize existing email network (Exchange 5.5 at minimum) to send
AP workflow notifications.
124.00 Ability for necessary forms or documents to be routed to users and/or supervisors
AP for completion upon user-defined events.
125.00 Ability to process expense reimbursements (e.g., travel) through the time & leave
AP aspect of the HRMS system
Ability to calculate allowances based on hours worked, collective bargaining unit,
AP 126.00 and a designated rate unless the employee is receiving an out-of-County meal
reimbursement for the day
ACCOUNTS RECEIVABLES
AR 1.00 Ability to maintain a master customer file.
AR 2.00 Ability to establish default account distributions for each receivable.
AR 3.00 Ability to electronically invoice customers.
AR 4.00 Ability to capture expenditure data for billing purposes.
AR 5.00 Ability to provide true balance per customer at any point in time.
AR 6.00 Ability to recognize or accommodate:
AR 6.01 Revenue earned and billed
AR 6.02 Revenue earned, but not billed
AR 6.03 Estimated revenue
Projecting cash flow of receipts based on historical data by accounts
AR 6.04 receivable type
AR 6.05 Sorting and displaying accounts receivable in a prescribed aging format
Ability to receive Electronic Fund Transfers for customer payments with automatic
AR 7.00 entry to the associated account.
Ability to enter a cash receipt transaction on a decentralized (divisional) or
AR 8.00 centralized basis.
Ability to cross reference the vendor file on vendors who owe money and are owed
AR 9.00 money Broward County.
Ability to reduce payments to vendors by the amount of any outstanding amounts,
AR 10.00 with the appropriate security and approval.
AR 11.00 Ability to apply credit memos against customer files.
AR 12.00 Ability to accommodate decentralized cash receipt deposit entry.
Ability to notify specific users if receivables go unpaid for user-defined period of
AR 13.00 time.
AR 14.00 Ability to generate notices/letters to non-paying customers.
Ability to accrue subsequent receipts from a user-defined number of days or date
AR 15.00 range beyond the fiscal year (e.g., all receipts from July 1 - August 31 are accrued
for the prior fiscal year).
AR 16.00 Customer status to include:
AR 16.01 Active
AR 16.02 One time
AR 16.03 Inactive
AR 16.04 Bankrupt
AR 16.05 Deadbeat / In collections
AR 16.06 Debarred
AR 16.07 Grantee (a form of active status)
AR 16.08 Employee
Enable a customer account view that provides a customer's Accounts Payable and
AR 17.00 an Accounts Receivable balance on the same screen
AR 18.00 Record the following customer information in a centralized customer record:
AR 18.01 Balance forward or open items by date
AR 18.02 Last account activity
AR 18.03 Contact name
AR 18.04 Address by type (i.e., remittance, bill to, parent company, etc.)
AR 18.05 Telephone
AR 18.06 Email
AR 18.07 Multiple addresses by type (i.e., remittance, bill to, parent company, etc.)
AR 18.08 Bank account - for auto debit payments against open customer invoices
AR 18.09 Balance due
AR 18.10 Credit statistics, including NSF check
AR 18.11 Customer type (e.g., parks, weights and measures) in a drop down box
AR 18.12 Free form text field associated with the customer record
AR 19.00 History of changes to customer record fields maintained as an audit trail
AR 20.00 Attach multiple customers to a single account.
Check for duplicate customers based on user-defined criteria (e.g., tax ID number,
AR 21.00 alphabetic similarity, phonetic similarity, phone number, postal code, etc.).
AR 22.00 Create lease record that will track customer payments over multiple years
AR 23.00 Limit internal County access to the following customer record information:
AR 23.01 Banking information
AR 23.02 Tax ID number
Enable customers to maintain their contact information through Internet access to
AR 24.00 their customer record
Allow the "tickler" to be reset by the user after performing an update transaction to
AR 42.00 the invoice record (e.g., updating the notes field for collection activity
communications)
AR 43.00 Generate consolidated statements for customers with multiple accounts.
AR 44.00 Include Department identifying information associated with each invoice.
AR 45.00 Print a duplicate bill on request.
Store three dunning forms (e.g., three levels of escalation) for generation at defined
AR 46.00 days overdue thresholds
Method of transmitting dunning forms follows the same method (mail or email) of
AR 47.00 transmission that the invoice used
AR 48.00 Allow a user to put dunning letters on hold at the invoice level.
Preclude generation of dunning letters to a customer with "Bankrupt" as status in
AR 49.00 the customer record
Age receivables in user-defined schedules based on charge type, account, customer
AR 50.00 type, etc.
Automatically write-off small discrepancies between the amount due and the
AR 51.00 amount received, based upon single threshold tolerance.
AR 52.00 Apply payments according to the following:
AR 52.01 Partial payments against individual line items on a receivable
AR 53.00 Apply a late fee in an absolute dollar amount input by the user
Apply a monthly interest charge against an open balance; user inputs the % interest
AR 54.00 rate at the invoice level.
AR 65.00 Create accounting adjusting entries for write off after workflow process is complete.
AR 66.00 Apply a convenience fee to credit card transactions based upon either:
AR 66.01 Percentage of the transaction (single, defined percentage)
AR 66.02 Standard flat fee
Invoice against account distributions other than Revenue (e.g., deferred revenue for
AR 67.00 leases, reimbursement of costs advanced).
AR 68.00 Enable lease billing elements including the following:
AR 68.01 Gross lease amount
AR 68.02 Property taxes
AR 68.03 CAM (Common Area Maintenance) based upon property square footage
AR 68.04 Additional services
AR 68.05 Security deposit
AR 68.06 Leasehold improvements credit
AR 68.07 Interest charges
AR 68.08 Late fees
Interface with Accounts Payable module to process refunds with data from the
AR 69.00 customer record.
Generate the receivable reversal entry and reinstatement of the receivable for NSF
AR 70.00 checks.
AR 71.00 Accrue an NSF charge within the invoice record
Drill-down to customer and receivable detail (i.e., date a check is received,
AR 72.00 purpose).
AR 73.00 Receivables write-off list.
AR 74.00 County-wide invoice aging report, by customer
AR 75.00 Department invoice aging report, by customer
AR 85.00 Ability to generate an invoice based on activity, statistics and complex formulas in
addition to fixed fee type of invoices.
AR 86.00 Ability to compute complex statistical categories that meets the requirements for an
Aviation department.
AR 87.00 Ability to accommodate revenue and cash flow analysis and forecasting.
AR 88.00 Ability to produce accrual reports at any point in time.
PURCHASING
PUR 1.00 Support pre-encumbrance and encumbrance control for budgeted funds.
Copy information from one process to another without re-keying (i.e., requisition to
PUR 2.00 purchase order).
Disable the purchase requisition function after a defined date within a given fiscal
PUR 3.00 year
PUR 4.00 Disable the purchase order function after a defined date within a given fiscal year
PUR 5.00 Drill down to supporting documents and drill across to other system modules.
PUR 6.00 Characterize an RFP solicitation status as:
PUR 6.01 Open
PUR 6.02 Pending
PUR 6.03 Awarded
PUR 6.04 User-defined criteria
PUR 6.05 Protest
PUR 7.00 Characterize requisition status as:
PUR 7.01 Open
PUR 7.02 Closed
PUR 7.03 Rejected
PUR 7.04 Cancelled
PUR 7.05 On bid
PUR 7.06 Pending
PUR 8.00 Receive, record and tabulate solicitation information, including:
Capture basic solicitation info (bidder name, address, contact info, bid
PUR 8.01 bond, bid surety, participation goals, status, etc.)
PUR 8.02 Associate County bid addenda to an open procurement item
Enable the proposer to add bid exceptions and assumptions in a text entry
PUR 8.03 field.
Tabulate solicitation information including unit vendor, vendor #, prices,
PUR 8.04 unit volumes, and total price.
Track the history of changes to the credit rating in the vendor record, with dates
PUR 34.00 changes have been made
Maintain pricing information, quantity breaks, freight terms and shipping
PUR 35.00 information for each vendor.
Consolidate vendor history from multiple, redundant records into a single vendor
PUR 36.00 record
PUR 37.00 Retain history of deleted or deactivated vendor from vendor listing.
PUR 38.00 Rate vendor at each event point based upon performance history
Search vendor files from within a purchasing processes (i.e. requisition and
PUR 39.00 purchase order).
PUR 40.00 Create vendor groupings for specific commodities
PUR 41.00 Create vendor groupings for specific locations
PUR 42.00 Maintain an online audit trail for changes to the vendor master file.
PUR 43.00 Allow vendor file to contain the following data elements at a minimum:
PUR 43.01 Parent/child relationships
PUR 43.02 Federal FEIN
PUR 43.03 Vendor name
PUR 43.04 Vendor phone & fax numbers
PUR 43.05 Multiple vendor business addresses to indicate multiple operating locations
PUR 43.06 Multiple vendor "remit-to" addresses
PUR 43.07 Vendor e-mail & web site information
PUR 43.08 Minority status, from a table of valid status types
PUR 43.09 Disadvantaged business flag
PUR 43.10 Woman-owned business flag
PUR 43.11 Small business flag
Maintain statistics in dollar amounts for each vendor over a date range for the
PUR 48.00 following criteria:
PUR 48.01 Payment history
PUR 48.02 Order history
PUR 48.03 Discounts taken
PUR 48.04 Discounts lost
PUR 48.05 Purchase price variances (retainage)
PUR 49.00 Search for a vendor by:
PUR 49.01 Commodity code
PUR 49.02 FEIN
PUR 49.03 Vendor Name
PUR 49.04 Vendor Number
PUR 49.05 Vendor Description
Maintain the following "header" data elements in respect to procurement
PUR 50.00 transactions:
PUR 50.01 Origin of procurement request (i.e., Department contact information.)
PUR 50.02 Date encumbered / pre-encumbered
PUR 50.03 Date requested
PUR 50.04 Date ordered
PUR 50.05 Date filled
PUR 50.06 Grant expiration date (if applicable)
PUR 50.07 Requested delivery date at the line item level
PUR 50.08 Shipping address at the line item level
PUR 50.09 Delivery instructions (pick-up, ship to, other)
PUR 50.10 Invoice routing information
PUR 50.11 Requisition number
Allow a requisition transaction to move forward through the approval path with a
PUR 58.00 negative and zero dollar value.
New purchase requisitions will test whether a commodity code item is already in
PUR 59.00 County inventory prior to routing the requisition record for approval.
Requisitions that indicate a commodity code is a stocked item will display the
PUR 60.00 amount on hand
PUR 61.00 Provide for multiple lines of input per individual requisition.
PUR 62.00 Assign buyer responsibilities based upon user define requirements
PUR 63.00 Display the results of the approval path for a completed procurement item:
Support the entry of vendor solicitation responses by third parties via the Internet
PUR 77.00 within the purchasing system.
PUR 78.00 Gather historical information of solicitation activity by:
PUR 78.01 Awards
PUR 78.02 Dollar amounts
PUR 78.03 Vendor
PUR 78.04 Buyer
PUR 78.05 Commodity
PUR 79.00 Track vendor solicitation activity by:
PUR 79.01 Vendor request for bid packet
PUR 79.02 Vendor response history
PUR 79.03 Past awards
PUR 79.04 Commodity code
PUR 79.05 New vendors
Capture a vendor's potential interest to bid (e.g., looking up a bid that has been
PUR 80.00 posted on the Internet via ERP).
Email bid addenda to vendors that have in some way expressed an interest in
PUR 81.00 bidding (e.g., inquired on a procurement)
PUR 82.00 Convert awarded solicitation to approved contract.
PUR 83.00 Create and track Master agreement and SE's purchase orders
PUR 84.00 Assign multiple encumbrances to a single contract.
Allow a user to assign encumbrance amounts each fiscal year for contracts spanning
PUR 85.00 multiple fiscal years.
PUR 86.00 Flag a contract as living wage compliant
PUR 87.00 Flag a contract as living wage applicable
PUR 88.00 Close and reopen contracts across fiscal years.
PUR 89.00 Assign a spending limit for each fiscal year over the life of the contract
PUR 90.00 Generate a warning when a spending threshold on a contract will be exceeded.
PUR 91.00 Maintain an audit trail of contract change orders
Monitor contractor insurance certification expiration dates (pre-qualification or
PUR 92.00 construction projects).
PUR 93.00 Generate milestone based notifications to vendors with an editable message.
PUR 94.00 Manually override the system-assigned number for a contract record
PUR 95.00 Enforce a hard contract stop by:
PUR 95.01 Contract date (expiration)
PUR 95.02 Contract dollar amount (cap)
PUR 96.00 Provide a notification/alert to indicate contract expiration date.
Manually override system-assigned Formal Sealed Bid and Request For Proposal
PUR 97.00 (RFP) numbers
PUR 98.00 Link contract numbers to solicitation and Request For Proposal (RFP) numbers.
PUR 99.00 Associate multiple contracts to a single Formal Sealed Bid or solicitations
PUR 100.00 Maintain the following historical information for all contracts:
PUR 100.01 Dollar value of base agreement
PUR 100.02 Milestones
PUR 100.03 Start date
PUR 100.04 Expiration date
PUR 100.05 Date of Legislative approval
PUR 100.06 Status (text reference field)
PUR 100.07 Buyer (text reference field)
PUR 100.08 Payment schedule & adjustments
Contingency amounts by % of contract or flat dollar amount (above base
PUR 100.09 agreement)
PUR 116.00 Indicate shipping information at the line item level in a Purchase Order record
117.00 Prohibit changes to an approved Blanket Purchase Order (BPO) at the end user
PUR level. (e.g., commodity codes, pricing, value, etc.)
118.00 Direct Purchase Order requests against a BPO have an edit step to confirm pricing,
PUR commodity codes, etc.
PUR 119.00 Send purchase orders to vendors via e-mail
PUR 120.00 Send purchase orders to vendors via fax within the ERP system
PUR 121.00 Maintain field data including:
PUR 121.01 Guaranteed delivery date
PUR 121.02 Quoted price
PUR 121.03 Quantity
PUR 122.00 Maintain revisions to the following fields:
PUR 122.01 Guaranteed delivery date
PUR 122.02 Quoted price
PUR 122.03 Quantity
PUR 123.00 Carry over open purchase orders to the following fiscal year.
124.00 Post procurement card transactions to a default general ledger account assigned to
PUR the card account number.
Enable the user to allocate individual procurement card transactions to the
PUR 125.00 appropriate commodity code.
126.00 Allow for web-enabled requisitioning and order issuance with auto-management of
PUR P-card account assignment.
PUR 127.00 Automatically match vendor invoice, purchase order and purchase order receipt.
PUR 128.00 Review vendors and outstanding purchase orders during the match process.
PUR 129.00 Maintain receiving discrepancy file by:
PUR 129.01 Vendor
PUR 129.02 Stock number
PUR 129.03 Commodity
PUR 129.04 user defined
PUR 129.05 Dates
PUR 129.06 Purchase order number
PUR 130.00 Override unmatched status with the proper security level.
PUR 131.00 Update the fixed asset shell upon receipt of item flagged as a fixed asset.
PUR 132.00 Audit receiving data by:
PUR 132.01 User ID
PUR 132.02 Received date
PUR 132.03 user defined
PUR 133.00 Flag received goods for entry into inventory by commodity code.
PUR 134.00 Ability to accommodate vendor self-service:
PUR 134.01 vendor registration
PUR 134.02 address update
PUR 134.03 contact update
PUR 134.04 download of forms from website
PUR 134.05 submit forms online
PUR 135.00 Ability to e-mail notifications of bid solicitations and RFPs to vendors.
136.00 Ability to link the master service agreements to the electronic catalog and perform
PUR strategic sourcing services in Phase 1 that may include:
PUR 136.01 Assessment of current spend
PUR 136.02 Assessment of the supply market
PUR 136.03 Total cost analyses of current spend
PUR 136.04 Identification of suitable suppliers
PUR 136.05 Development of a sourcing strategy
PUR 136.06 Negotiation with suppliers
The ability to track results of strategic sourcing through a purchasing
PUR 136.07 scorecard within the enterprise scorecard.
The ability to track Supplier information, including total spend, days to pay,
PUR 136.08 and the ability to rank and track the overall satisfaction with the supplier as
an organization and by product or service supplied.
PUR 137.00 Ability to develop customized catalogs
PUR 138.00 Ability to have browser based ordering capability including the features:
PUR 138.01 electronic multimedia catalogs
PUR 138.02 search engine
PUR 138.03 workflow approval
PUR 138.04 shopping cart order building
PUR 138.05 user profiling for requisitioning
Ability to allow via Intranet system status, frequently asked questions, policies and
PUR 139.00 procedures, state and local codes, libraries of clauses and other Purchasing related
information.
PUR 140.00 Ability to develop customized catalogs by vendor and item.
141.00 Ability to create on-line drafts and templates for use in drafting new online bids and
PUR quote requests.
142.00 Ability to target distribution of the on-line bid or quote to suppliers by commodity
PUR code.
PUR 143.00 Provide an export feature to the MS-Office desktop application suite.
144.00 Report on time a document is parked (open) for an approval decision in a workflow
PUR driven approval process:
PUR 144.01 Vendor name
PUR 144.02 Vendor number
PUR 144.03 Accounting distribution
PUR 144.04 Purchase Order or Requisition number
PUR 144.05 Commodity code
PUR 144.06 Length of time in approval path (days)
PUR 144.07 Last date of action
PUR 144.08 Buyer
PUR 145.00 Produce the following reports:
Requisition Report, which includes the fields of buyer, fund, and
PUR 145.01
department
PUR 145.02 Listing of total contract amounts and unencumbered contract amounts
PUR 145.03 PO vs. Invoice Variance Report
The amount of time (in days) that a Purchase Order or Contract Record has
PUR 145.04 spent in the approval path
The amount of time (in days) between the approval of a Requisition and the
PUR 145.05 issuance of a Purchase Order
Change order report that includes the fields of original PO amount, date of
PUR 145.06 change, revised PO amount, original PO date, revised PO date
PUR 145.07 Vendor performance/expenditure report
PUR 145.08 Requisition Status
PR 1.20 Pre-funded
PR 1.21 Planned
PR 1.22 Complete
PR 1.23 Closed
PR 2.00 Flag project as reimbursable or user defined requirement
Generate indirect cost data based upon a cost allocation plan (e.g., accrued leave,
PR 3.00 overhead, etc.).
PR 4.00 Record timesheet information against a project to include costs/hours by:
PR 4.01 Date
PR 4.02 Role
PR 4.03 Rate (e.g., overtime, holiday, acting up, etc.)
PR 4.04 Employee
PR 4.05 Labor hours
PR 4.06 Application of overhead rates
PR 5.00 Project budgets (balanced) across funds.
PR 6.00 Spread project costs among sub-project items on a % basis
PR 7.00 Spread project costs by different % for different phases of the WBS.
PR 8.00 Spread project costs in a hierarchical structure, using absolute amounts
PR 9.00 Support project forecasting and analysis tools.
PR 10.00 Associate multiple funding sources with projects:
PR 10.01 Operating
PR 10.02 Local funding
PR 10.03 State funding
PR 10.04 Federal funding
PR 10.05 Funds advanced
PR 10.06 Capital
PR 10.07 Grants
Associate project funding source (capital only) to actual expenditure at the line item
PR 11.00 level
Test the total of annual project budgets against the lifetime project budget at the
PR 12.00 time of budget load
PR 13.00 Establish annual project budgets, encumbrances and expenditures.
PR 14.00 Establish project life budgets, track life to date expenditures.
Apply project budget control with a hard stop to the user if the capital
PR 15.00 appropriation (annual) is exceeded.
Apply project budget control with a hard stop to the user if the cash budget at the
PR 16.00 project account level is exceeded.
PR 17.00 Budget and record project financial activity over multiple years.
PR 18.00 Budget and record project cash balances over multiple years.
PR 19.00 Ability to classify the project by:
PR 19.01 Type of project based upon table driven criteria
PR 19.02 Location
PR 19.03 Administering Department/Division
PR 20.00 Track multiple dates associated with a project:
PR 20.01 approval date
PR 20.02 Planned start date
PR 20.03 Actual start date
PR 20.04 Planned completion date
PR 20.05 Other user defined dates
PR 20.06 Project completion date
PR 21.00 Track multiple dates associated with a WBS element:
PR 21.01 Planned start date
Accounts charged are valid for specified projects (e.g., costs are valid or
PR 28.02 budgeted for the project).
Allocate overhead/indirect cost to projects, including the use of multiple overhead
PR 29.00 rates.
PR 30.00 Create user defined reimbursement categories.
PR 31.00 Maintain tables of overhead cost allocations and apply to specified projects.
Accumulate, track and report on costs associated with a particular activity or type
PR 32.00 of service.
Enable billing of overtime hours to a project, even if the labor resource is not
PR 33.00 overtime eligible.
PR 34.00 Aggregate project costing information from the GIS code associated to a project
PR 35.00 Provide on-line access to actual & budgeted cost information
PR 36.00 Maintain cost data across multiple fiscal years.
PR 37.00 Track and report reimbursable percentages of costs.
PR 38.00 Attach reimbursable percentage to associated expenditure.
PR 39.00 Accumulate costs from the following sources:
PR 39.01 Timekeeping & attendance system
PR 39.02 Pay variances including overtime, sick days, holidays, etc.
PR 39.03 Accounts payable information
PR 39.04 Mileage/fuel expenditures
PR 39.05 Equipment time
PR 40.00 Drill-down from any field within the project accounting screen.
PR 41.00 Cash balance by project
PR 42.00 Generate on-line error reports.
Query and create user-defined reports on project revenue and expenditure data in
PR 43.00 detail or summary form.
PR 44.00 Calculate variance analysis on a life to date budget amount.
GRANTS
GR 1.00 Track grant applications.
GR 2.00 Capture the following "header" information at a minimum for each grant, including:
GR 2.01 Grantor, w/ comprehensive contact information
GR 2.02 Sub-grantor, w/ comprehensive contact information
GR 2.03 Grant name
GR 2.04 Grant type
GR 2.05 Pass through from
GR 2.06 Grant Number
GR 2.07 Contract required? (Y/N)
GR 2.08 Contract number
GR 2.09 Contract approved? (populated via completion of a workflow transaction)
GR 2.10 Responsible department
GR 2.11 Date of application
GR 2.12 Date of award
GR 2.13 Date(s) to request reimbursement
GR 2.14 Planned grant term (start date and end date)
GR 2.15 Actual grant term (start date and end date)
GR 2.16 Grant draw down priority
GR 2.17 Grant closing date
GR 2.18 Grant total budget
GR 2.19 Grant Administrator
Broward County, FL RLI #R0866301R1: Centralized ERP Solution 67of 488
VENDOR FIT-GAP RESPONSE CODES (Insert In Functionality Type Column Below For Each Requirement):
F = Fully Provided "Out-of-the-Box CF = Custom Fields Required
CO = Configuration (no changes to underlying source code) M = Modification/Customization (change to source code)
TP = Third Party Software Required U = Unable to Meet Requirement
FA 12.00 Drill back from the asset record to the transaction history that purchased the item.
FA 13.00 Track and maintain asset location history.
Manually assign specific asset number(s) that are generated from the third-party
FA 14.00 bar coding system.
The bar code number is a required field before a capital asset record can be posted
FA 15.00
to the system.
FA 16.00 Track the detailed cost of each item.
Flag assets with disposal restrictions and display the restriction message for user
FA 17.00 handling (e.g., federal grant items that must be returned to the federal
government).
FA 18.00 Track lease asset items with a zero value
FA 19.00 Associate warranty information to an individual asset
FA 20.00 Attach an image(s) and/or documents associated with the asset to the record.
FA 21.00 Asset status to include:
FA 21.01 Active
FA 21.02 Surplus
FA 21.03 Ready for disposal
FA 22.00 Record assets into various acquisition categories based upon a table of definitions.
Maintain accountability and reporting of fixed assets that have actually been
FA 23.00 granted to, or owned by, another entity.
FA 24.00 Capture the market value of an individual asset
FA 25.00 Characterize an asset as purchased by grant funding (separate field).
FA 26.00 Allow for parent/child relationships for assets (i.e., components).
FA 27.00 Track non-capitalized assets below the fixed asset threshold (currently $5,000).
FA 28.00 Apply a $1,000 equipment capitalization business rule.
Apply a $500 or user defined electronic equipment capitalization business rule
FA 29.00 (value of data held within IT assets is as important or more important than the
actual value of the asset).
FA 30.00 Allow the use of the following depreciation characteristics at a minimum:
FA 30.01 Straight line depreciation with half year convention
Applied to all assets; but only equipment and vehicles which are $5,000 or
FA 30.02 greater (original cost)
FA 30.03 Salvage value
FA 31.00 Provide a useful life in whole years value.
Broward County, FL RLI #R0866301R1: Centralized ERP Solution 76of 488
VENDOR FIT-GAP RESPONSE CODES (Insert In Functionality Type Column Below For Each Requirement):
F = Fully Provided "Out-of-the-Box CF = Custom Fields Required
CO = Configuration (no changes to underlying source code) M = Modification/Customization (change to source code)
TP = Third Party Software Required U = Unable to Meet Requirement
User Interface
FAC 1.00 Browser user interface for all major system functions (planning, scheduling,
material issue etc.)
FAC 2.00 Configurable portal
Ability to support the Microsoft Windows CE Handheld (1/2 or 1/4 VGA) operating
FAC 3.00 system
Ability to support other handheld operating systems, and interfaces such as JAVA
FAC 4.00
FAC 5.00 Ability to update database via connected cradle or wireless communications
FAC 6.00 Ability to create work requests in the field
FAC 7.00 Ability to send and receive work assignments
FAC 8.00 Ability to perform the following functions remotely:
FAC 8.01 Update/generate work orders
FAC 8.02 Perform preventive maintenance procedures
FAC 8.03 Create time cards
FAC 8.04 Perform inventory cycle counts
FAC 8.05 Perform purchase receives
FAC 8.06 Perform material counter releases
FAC 8.07 Perform material returns
Security
FAC 9.00 Personalization options without source code changes
FAC 10.00
Restrict user access to specific data (e.g. asset history in their organization only)
FAC 11.00 Restrict user access to specific functions (access to work order request but not PM
scheduling)
FAC 12.00 Allow access outside enterprise firewalls, ot provide equilivant access that allows
key county organizations to access facility maintenance screens
Document Management
13.00 Maintain a central repository of maintenance documents to be attached to work
FAC orders, assets and/or operations
FAC 14.00 Maintain a document description
FAC 15.00 Store the following types of documents:
FAC 15.01 Spreadsheets
FAC 15.02 Word documents
FAC 15.03 pdf files
FAC 15.04 OLE objects
FAC 16.00 Assign documents to an organization
FAC 17.00 Ability to track necessary contract information and documentation by contractor
FAC 18.00 Allow documents to be shared
FAC 19.00 Document effective dates (To-From)
FAC 20.00 Support document version control
FAC 21.00 Support check in/check out
Business Intelligence
FAC 22.00 Integrated query tool
FAC 23.00 Server-side reporting tool
FAC 24.00 Drill down from aggregated KPIs to transaction detail
FAC 25.00 Standard system reports
Work Flow
FAC 26.00 Configurable workflow integrated with application
FAC 27.00 Support rules based routing (e.g. requisitions over $X,000)
FAC 28.00 Notification
FAC 112.00 Licensing metric to encourage use of work request by non-maintenance employees
Creating Work Requests
FAC 113.00 User can enter free-form description of problem
FAC 114.00 User has option to assign request to asset number
FAC 115.00
User can enter work request for another employee (e.g. admin for plant manager)
FAC 116.00 User can enter additional contact details (cell #, email etc.) not stored in employee
file
FAC 117.00 Valid budget account used on work request
FAC 118.00 Encumbrance control for budgeted funds is validated for work request
FAC 119.00 User is notified of duplicate work request
FAC 120.00 Requestor has the option to enter:
FAC 121.00 Requestor priority
FAC 122.00 User-defined Work Request Type (hazard, general maintenance, construction
request etc.)
FAC 123.00 Request by Date
FAC 124.00 Single click export of work requests to external file
FAC 125.00 Automatically route request to owning department
Work Request Approval
FAC 126.00 Option to automatically approve all work requests
FAC 127.00 Route work requests through configurable workflow
FAC 128.00 The approver can:
FAC 128.01 Approve the request
FAC 128.02 Reject the request
FAC 128.03 Request more information from the requestor
FAC 144.00 Ability to build standard operating procedures/workflows by work category and
track/change the statuses online
FAC 145.00 User-defined work analysis codes for:
FAC 145.01 Activity Type (Calibration, Inspection etc.)
FAC 145.02 Activity Cause (Breakdown, Vandalism, Changeover etc.)
FAC 145.03 Activity Source (Regulatory, Warranty, Requested, Routine etc.)
FAC 145.04 Schedule information
FAC 145.05 Requested start date
FAC 145.06 Requested due date
FAC 145.07 Scheduled start date
FAC 145.08 Scheduled completion date
FAC 146.00 WO flags indicating
FAC 146.01 Tagout required
FAC 146.02 Notification required (e.g. mobile asset movement)
FAC 146.03 "Master" WO Management
FAC 147.00 Ability to assign a WO to a capital project
FAC 148.00 Ability to capitalize maintenance costs as part of a capital project
FAC 149.00 Ability to create parent-child relationships between work orders
FAC 150.00 Ability to assign multiple shops to a work order
FAC 151.00 Ability to associate multiple contractors and contracts to a work order
FAC 152.00 Scheduling relationship
FAC 153.00 Cost relationship
FAC 154.00 Follow on work orders (e.g. corrective work generated from an inspection)
FAC 155.00 Additional user defined work order detail fields
FAC 156.00 Ability to print/e-mail/page the work order to multiple locations
FAC 157.00 Support copying a previous work order into a new work order
Ability to view a linked CAD drawing from a work order record to establish the
FAC 191.00 physical location of active work orders
FAC 192.00 Add user defined fields at resource level
Activity (Preplanned Work Order) Library
FAC 193.00 Maintain library of standard Preplanned WO Templates
FAC 194.00 Create new WO from existing template
FAC 195.00 Save WO Template from Existing WO
FAC 196.00 Associate Preplans to Asset Groups
FAC 197.00 Establish effective dates (To/From) for Preplan-Asset Group combination
FAC 198.00 Edit Preplan details related to a specific to Asset (priority, effective dates etc.)
FAC 199.00 In each WO template store:
FAC 199.01 Description
FAC 199.02 Activity type
FAC 199.03 Activity cause
FAC 199.04 Activity source
FAC 199.05 Indicator flags for:
FAC 199.06 Notification required
FAC 199.07 Shutdown flag
FAC 200.00 Manage work order steps
Allow multiple planned work requirements with multiple versions that can be
FAC 248.00 associated to projects and promoted to the work queue when scope of work and
funding are finalized
FAC 249.00 Support all Activity functionality (steps, resources, materials etc.) in PM system
FAC 250.00 Ability to allow the input of data from other subsystems
FAC 251.00 Organize PMs into Asset Routes
FAC 252.00
Allow the promotion of the entire work request or just part of it to the work queue
Preventive Maintenance (PM) Schedules
FAC 253.00
Manage multiple PM "sets" (Winter, Summer, Shutdown etc.) with effective dates
FAC 254.00 Support default set
FAC 255.00 For each PM schedule maintain:
FAC 255.01 PM schedule description
FAC 255.02 Start date (required)
FAC 255.03 End date (optional)
FAC 255.04 Add user-defined fields to PMs
FAC 256.00 Assign PM schedules to:
FAC 256.01 Assets, including multiple levels of preventive maintenance on each asset
FAC 256.02 Asset Groups/Types
FAC 256.03 Rebuildable (inventory) items
FAC 257.00 Support multiple PM schedules per Asset Group/Asset Number
FAC 258.00 From the PM Scheduling screen:
FAC 263.00 Define lead times for PMs to be included in forecast (14 day lead time means a PM
due in 45 days will appear in a 30 day forecast)
FAC 264.00 Ability to individually or mass release forecasted PMs
FAC 265.00 Suppress overlapping PMs
FAC 266.00 Identify PM suppression rules (e.g. do not print 3,000 mi. service when 15,000 mi.
service also prints)
FAC 267.00 Allow one event to suppress multiple activities (1,000 hour service suppresses 500
hr., 250 hr. etc.)
FAC 268.00 Support tolerance rules for PM suppression
FAC 269.00 Number of days for time-based
FAC 270.00 Percentage of reading for interval based
FAC 271.00 Support "Manual" PMs (repetitive jobs that are not automatically scheduled by the
system)
FAC 272.00 Option to include/exclude manual PMs in scheduling run (useful for
budgeting/forecasting)
FAC 273.00 User defined prompt in days to remind users of outstanding manual work orders
Employee Labor Management
FAC 274.00 Maintain on-line employee information
FAC 274.01 User name
FAC 274.02 Password
FAC 274.03 Password expiration (in days)
FAC 274.04 Effective dates
FAC 274.05 Employee name
FAC 274.06 Email
FAC 274.07 Fax
FAC 275.00 Track skills/competencies data
Inventory Items
FAC 320.00 Control
FAC 321.00 Assign items to an organization
FAC 322.00 Restrict items by location
FAC 323.00 Item Master
FAC 324.00 Short description
FAC 325.00 Long description
FAC 326.00 Bar code
FAC 327.00 Status
FAC 328.00 Row/rack/bin
FAC 329.00 Flag stock items as reservable
FAC 330.00 Use approved supplier flag
FAC 331.00 Option to maintain item data on non-stock (direct) items
FAC 332.00 Tax code
FAC 333.00 Unit of Measure (UoM) Data, including conversion of vendor UoM to Customer
Issue UoM
FAC 334.00 Weight
FAC 335.00 Volume
FAC 336.00 Dimensions
FAC 337.00 Lot Tracking
FAC 338.00 Standard lot size
FAC 339.00 Assign item prefix
FAC 340.00 Establish starting number
FAC 341.00 Lot expiration (shelf days)
FAC 342.00 Serial control (rebuildables)
FAC 343.00 Assign item prefix
FAC 404.00 Ability to create a project workflow and track/change the statuses on-line
FAC 405.00 Ability to create project contracts by discipline (i.e., electrical, HVAC, etc.)
FAC 406.00 Ability to generate the appropriate encumbering contract financial transactions
Ability to track inspections by accessing contract inspection data related to specific
FAC 407.00 contract line items/progress
FAC 408.00 Ability to create multiple planned work requirements with multiple versions
Ability to perform contract change orders and to generate the related encumbering
FAC 409.00 or de-encumbering of financial transactions
Ability to utilize project scheduling, standardized milestones, Gant charts or Pert
FAC 410.00 charts for time projection, cash flows and progress reporting
Capitalization
FAC 411.00 Allocate costs to capital assets
FAC 412.00 Create capital assets
FAC 413.00 Adjust asset costs with late charges
Operations and Maintenance (O&M)
FAC 414.00 Identify operational activities and responsibilities
FAC 415.00 Identify maintenance programs and responsibilities
FAC 416.00 Define budgets for operations activities and maintenance programs
FAC 417.00 Manage actual costs vs. O&M budgets
Demolition and Retirement
FAC 418.00 Track individual and aggregate site profitability
FAC 419.00 Determine whether to keep or close site
FAC 420.00 Capture cost of removal and salvage
FAC 421.00 Retire asset from Assets module
Integration with Asset & Work Management
FAC 422.00 Ability to load building-floor-room hierarchies created in property management into
EAM asset hierarchy
FAC 423.00 Track Property Management record ID in EAM asset catalog
Lease Execution
FAC 424.00 Administer as tenant or landlord
FAC 425.00 Create direct leases, third party leases, or subleases
FAC 426.00 Abstract and manage critical lease information, agreements, other contractual
obligations
FAC 427.00 Milestone management of critical dates
FAC 428.00 Assign multiple locations per lease
FAC 429.00 Assign landlord information
FAC 430.00 Assign lease classes and lease types
FAC 431.00 Assign multiple leases to a single location
FAC 432.00 Track broker information
FAC 433.00 Track tenant information
FAC 434.00 Track rentable square footage, usable square footage, and common area factors
FAC 435.00 Maintain contact database by lease and property
FAC 436.00 Audit trail of lease edits and amendments
Lease Payment and Billing Terms
FAC 437.00 Base rent
FAC 438.00 Variable rent (percentage rent)
FAC 439.00 Rent Increases (CPI and other indices)
FAC 440.00 Recoverable expenses
FAC 441.00 Month-to-month
FAC 442.00 Lease holdovers
FAC 459.00 Ability to individualize screen settings within the application when setting up GIS
maps
Space Assignment
FAC 460.00 Date effective space definition
FAC 461.00 Assign employees/customers to spaces
FAC 462.00 Assignment history
FAC 463.00 Maintain usage by relevant cost centers
FAC 464.00 Integration to CAD drawings to a floor of a given property through bi-directional
links
Ability to scan drawings for assigned room numbers, that would would detect walls
FAC 465.00 and generate a polyline based on the surrounding walls
Ability to scan CAD drawings for polylines with assigned room numbers and verify
FAC 466.00 the existence of a corresponding location in the facilities database
Ability to launch application screens from within an CAD drawing to find, display,
FAC 467.00 and edit database entities related to a given location, including employees,
equipment, work orders, lease records, and the location records
FAC 498.00 Ability to Identify the extent and severity of the deferred maintenance liability
Ability to identify, prioritize, and schedule deferred maintenance reduction projects
FAC 499.00 that best take advantage of available funds and improve facility functions (deferred
maintenance)
Ability to identify the resources needed to maintain the operability, suitability, and
FAC 500.00 value of the physical assets given their current function (capital/plant renewal)
Ability to identify what is necessary to adapt the facilities to meet the facility
requirements of the institution, the requirements of todays standards and codes,
FAC 501.00 and the needs of changing technology as it impacts space (plant adaptation)
Ability to store, analyze, print, and update the facility condition data with the
FAC 503.00 preferred database structure compatible with industry-standard Computerized
Maintenance Management Systems (CMMS)
Ability to utilize nationally recognized estimating standards such as R.S. Means
FAC 504.00 published construction and remodeling cost estimating applications
Ability to automate annual updating of correction costs based on published inflation
FAC 505.00 rate indices
Ability to use life cycle cost analysis and remaining useful life to determine if an
FAC 506.00 item should be repaired or replaced
FAC 507.00 Ability to calculate the Facility Replacement Cost (FRC) for each facility and site
Ability to analyze and model the standard life cycle deterioration of each facility and
FAC 508.00 report on the annual reinvestment rate to replace components as they become
unusable
Ability to establish rates of standard degradation of each component and the cost to
FAC 509.00 replace/refurbish that component
Ability to analyze multiple year outlooks and various combinations of building type
FAC 510.00 reinvestment rates
FAC 511.00 Ability to analyze and project funding for time periods up to 25 years
Variable Format Reports
FAC 512.00 Rent Roll and Lease Expiration Report
FAC 513.00
Billing Report, formatted according to account administrator, work order, or account
FAC 514.00 Lease Options
FAC 515.00 Lease Milestones
FAC 516.00 Space Assignment by Lease
FAC 517.00 Space Assignment by Location
INV 25.00 Trigger a message when a reorder point for an inventory item is reached
INV 26.00 Support Economic Order Quantity (EOQ) functionality/capability.
Issue items in an established sequence from stock (e.g., issuing pre-numbered
INV 27.00 license forms in the order of their sequence)
INV 28.00 Provide for manual overrides of reorder points and reorder quantities.
Automatically update inventory on-order information at the time that a requisition
INV 29.00 is created.
INV 30.00 Inventory adjustment capabilities with proper approval levels.
INV 31.00 Define cause of inventory disposal, including:
INV 31.01 Spoilage
INV 31.02 Shrinkage
INV 31.03 Reduction in maximum quantity
INV 31.04 Obsolescence
INV 31.05 Damage in warehouse
INV 31.06 Insurance claim
INV 31.07 Expired
INV 31.08 Hidden vendor damage
INV 32.00 Provide automatic cycle count scheduling.
INV 33.00 Select and sequence physical inventory and cycle count documents.
INV 34.00 Provide a pre-defined interface to accept and interpret bar-coded data for:
INV 34.01 Receiving documents
INV 34.02 Cycle counts
INV 35.00 Issue or receive material using bar-coding with a third-party handheld device.
INV 36.00 Support performing inventory counts with a bar code reading handheld.
INV 37.00 Recognize SKU and multiple commodity codes via bar-code technology.
INV 38.00 Associate parts to work orders or job orders using bar code technology.
Scan and use manufacturers bar code to update inventory receipts, issues, returns,
INV 39.00 surplus, sold or work order.
INV 40.00 Print bar code labels.
INV 41.00 Freeze items to prevent issuance during an inventory period.
INV 42.00 Print inventory worksheets by user selectable criteria to hard copy.
INV 43.00 Export inventory items list, by user selectable criteria, to bar code reader.
INV 44.00 Support physical inventory performed on a cycle count basis.
INV 45.00 Manually assign a priority code to each inventory item for cycle count purposes
Generate cycle count lists by location in the warehouse according to the following
INV 46.00 priority categories (only one category can be assigned per inventory item):
INV 46.01 Priority code based upon unit cost threshold (e.g., over $500 is priority 'A')
Priority code based upon sales unit volume threshold (e.g., over 12 turns
INV 46.02 per year is priority 'A')
Priority code based upon nature of inventory item (e.g., syringes are
INV 46.03 priority 'A')
Priority code based upon nature of inventory item (e.g., syringes are
INV 46.04 priority 'A')
Priority code assigned upon an expiration date of an inventory item (e.g.,
INV 46.05 syringes are priority 'A')
Prompt warehouseman to perform cycle counts based upon priority code
INV 46.06 assigned to inventory item via hard copy count sheet.
INV 47.00 Generate physical inventory discrepancy report on screen or in hard copy.
INV 48.00 Aggregate inventory adjustments for audit purposes.
INV 49.00 Support business rules for surplus disposal.
Generate a surplus inventory disposal form that populates with information from
INV 50.00 the item record (e.g., description, unit of measure, cost).
INV 51.00 Note item condition as a step in the surplus inventory disposal process.
INV 52.00 Provide sampling tools for inventory audit counts.
INV 53.00 Automatically post inventory adjustments with appropriate approval and security.
INV 54.00 Produce the following reports by user selected criteria:
INV 54.01 Inventory Count report
INV 54.02 Usage year-to-date or user defined period
INV 54.03 Inventory Item List by user selected fields
INV 55.00 Provide inventory detail and summary reports sequenced by location.
INV 56.00 Generate a transaction listing, by item, over a defined date range.
Query the purchase activity of an item, including manufacturer's SKU, over a date
INV 57.00 range to research a manufacturer's recall
INV 58.00 Create an immediate pull ticket for inventory items with a status of "Recall"
INV 59.00 Provide issuances by item range.
INV 60.00 Provide issuances by project.
INV 61.00 Provide issuances by segment of the organization.
INV 62.00 Create physical inventory reports, including the following:
INV 62.01 Exception report of quantity variances
INV 62.02 Inventory value with value variance
INV 63.00 Ad-Hoc Reporting as required
HUMAN RESOURCES
Ability to setup and maintain a countywide job title table, including descriptions,
HR 1.00 qualification standards and salary information (pay plan)
Ability to create, edit and view job title related data for any effective date (e.g.,
HR 2.00 history, current, future, cancelled) and maintain historically
Ability to create, modify and deactivate job title data and maintain historically (e.g.,
HR 3.00 due to labor laws, grievances)
Ability to process variations and exceptions to the standard job titles identified in
HR 4.00 the system at the employee level
HR 5.00 Ability to have titles with varying attributes tying back to a general title
Ability to have a unique identifier for job titles and subtitles (that can be associated
HR 6.00
with the Civil Service issue codes)
HR 7.00 Ability to associate job titles with associated pay grades and step information
Ability to maintain multiple salary schedules and other required fields for specific
HR 8.00 job titles
Ability to maintain historical FLSA status, EEO and Union requirements with the
HR 9.00 ability for employee level overrides within a job title
Ability to override the pay leave parameter and union designation associated with a
HR 10.00 single job title at the employee level
Ability to perform keyword text search and/or a search on job title data (e.g.,
HR 11.00 jurisdictional classifications)
Ability to capture detailed job title specification information (including narrative
HR 12.00 text and/or context sensitive links to online Title Specification PDFs on the Civil
Service web site)
HR 13.00 Ability to track reason codes associated with changes to job titles
Ability to allow a title to be reclassified while not affecting the incumbent
HR 14.00 employees
Ability to support the approval process workflow for the creation or update of job
HR 15.00 title information
Ability to segment data access to the Civil Service Master Title Index (master job
HR 16.00 title table)
Ability to flexibly implement full, partial or no position management either County-
HR 17.00 wide or segment position management method by population
HR 18.00 Ability to automatically set minimum and maximum values for salary on positions
HR 19.00 Ability to establish specific salary/grade parameters for all positions
Ability to determine employee's eligibility for premium pay based by searching
HR 20.00
against their position
Ability to update a position's attributes and automatically update the incumbent's
HR 21.00
records
Ability to maintain effective dated (e.g., history, current, future) position data
HR 22.00 information
Ability to determine position counts, full time equivalents (FTE), employee counts,
HR 23.00 and adjust the counts when position changes and employee changes occur
Ability to create, edit and view application profile data for all effective dates (e.g.,
HR 37.00 history, current, future) and maintain historically. Security levels would be
necessary to restrict this functionality to those with the appropriate authorization
Ability to capture and view resume and applicant data (may include test scores,
mental and physical ability test, background checks based on position). Security
HR 38.00 levels would be necessary to restrict this functionality to those with the appropriate
authorization
HR 39.00 Ability to establish unique ID on applicant record.
Ability to capture metrics on applicants, including County employees that apply for
positions (e.g., those who apply for positions, those who move on and do not move
HR 40.00 on through the application process, and how long they are in each step of the
process)
Ability to accept, maintain and query from a pool of applications not linked to a
HR 41.00 specific position
Ability for the system to match/evaluate/rank application data against job
HR 42.00 requirements based on specified fields.
HR 43.00 Ability to create and edit job postings and maintain historically.
HR 44.00 Ability to post positions to the web to facilitate searching for positions
HR 45.00 Ability for agencies to post jobs internally (via intranet), and externally (via internet)
Ability to track where a job has been advertised / posted (e.g., internet sites,
HR 46.00 newspapers) to include date posted, length open.
HR 47.00 Ability to track job postings by user defined criteria
HR 48.00 Ability to specify open/close dates for job postings
HR 49.00 Ability to automatically de-activate a job posting on its closing date
Ability to refresh vacancy announcements on a set schedule (e.g., postings
HR 50.00 added/removed each day or week)
HR 51.00 Ability to view and search all open vacancies (that have been posted) electronically
Ability to track online, the number of people applying for a vacancy and how long
HR 52.00
the vacancy has been open
Ability to provide online access for hiring authority to view qualified applicants and
HR 53.00 status updates during the recruiting process
Ability to capture EEO data, screen it from recruiters and agency users, and allow
HR 64.00 users with EEO security to view and report on summarized EEO information
Ability to store specific knowledge, skills and abilities (KSAs), measured by applicant
HR 66.00 test scores or multiple independent subject matter ratings/evaluation comments
Ability to specify weighted values for specific KSAs matching proficiency level and
HR 68.00 years of experience, and if applicable, test scores and oral panel interview scores
Ability for applicants to file online job interest cards to be notified when desired job
HR 82.00 title(s) are available
Ability to customize workflows for routing, approvals and notifications based on
HR 83.00 agency configurations and revise as needed.
Ability to create different evaluation criteria (matching models) including
HR 84.00 requirements (KSAs) and hurdles by job title or category
Ability to handle multiple evaluation hurdles (e.g. a written test, performance
HR 85.00 (typing, driving) test, manual rating of experience/education, qualifying interview)
in a single job title using event triggers
Ability to track and record all requisition activities, status and progress and maintain
detailed requisition history based on event triggers such as dates of creations,
HR 90.00
approval, hurdle completion, applicant interview, and applicant selection. Should
also include the ability for users to enter comments into requisition history
HR 98.00 Ability to automatically rank applicants on test score average by job title
Ability to "snapshot" all applicants profiles (work/education history) once the
HR 99.00 evaluation process on a requisition has begun
100.00 Ability to refer selected eligible applicants electronically to hiring managers for
HR selection interview, including application materials/applicant profile
101.00 Ability for hiring managers to enter selection statuses to record results of selection
HR interviews
102.00 Ability to automatically inactivate candidates from future consideration from a job
HR title who fail to respond to an interview
103.00 Ability to print the list of applicants at each hurdle and to print the profiles/resumes
HR of the candidates to be evaluated/interviewed
104.00 Ability to identify applicants who are current County employees, and their current
HR job classification, for promotional only opportunities
106.00 Ability to automatically calculate years of experience based on hours and dates
HR worked as indicated in the application work history
107.00 Ability for authorized users to access the requisition database and create, review,
HR route, approve and submit requisition requirements online over the secure web
109.00 Ability to develop and publish/utilize County specific test material in a variety of
HR formats
Ability to incorporate results from a third party testing system which may include
HR 110.00 different testing methodologies such as verbal instruction.
HR 111.00 Ability to design test plans, process scores and analyze results
112.00 Ability to define tests, test keys/answers and set passing point per test and per job
HR classification
Ability to apply the same modular tests to different job title examinations for the
113.00 same applicant, taking into account rules for reuse of test scores and also the ability
HR to group multiple tests together in one test session (e.g. require 3 tests for a clerical
job classification)
114.00 Ability to access and proctor tests and have evaluation scores electronically scored
HR and entered into database based on job classification requirements
Ability to administer same test to numerous applicants at the same time, an the
HR 115.00 ability to simultaneously administer different tests to different applicants at the
same time
Ability to score and analyze applicant's test scores including overall scores,
HR 116.00 individual test scores for each test taker by userid, and test scores by job
classification
117.00 Ability to track and store all previous and new applicant test scores by individual
HR test, job title and requisition.
118.00 Ability for applicant test scores to automatically expire after one year, but still
HR display and remain active on a requisition
119.00 Ability to manually reset date applicant is allowed to re-take test(s) on an applicant
HR by applicant basis.
120.00 Ability for test score expirations within a requisition to be governed by the closing
HR date of a job posting.
Ability to analyze and report on test results to perform pass point analysis, check for
HR 121.00 adverse impact and applicant flow
Ability to quickly perform test analysis on mean and standard deviation of test
HR 122.00 items, item discrimination, reliability (inter-correlations, length of the test, etc),
standard error of measurement, etc
HR 124.00 Ability to initiate the entry of selected employee hire/rehire information (e.g.,
employee updates their personal information during new hire orientation)
130.00 Ability to maintain a historical record of all employee IDs (all employee Ids are
HR maintained separately)
131.00 Ability to maintain a checklist of items to review with new hires (e.g., covering
HR various orientation sessions and new hire tasks)
HR 132.00 Track post offer medical exam completion status (Y/N)
Ability to create, edit, view, and maintain history of all employee data (including
HR 133.00 separated and retired employees) associated with personnel actions (e.g.,
promotions, transfers, separations, etc.)
Ability to maintain current and historical personal data (e.g., name, date of birth,
HR 134.00 emergency contact information, and multiple address and phone listings) with the
appropriate security restrictions
Ability to maintain current and historical employment data (e.g., status, bargaining
HR 135.00 unit, etc.)
HR 136.00 Ability to record multiple employment actions containing the same effective date
HR 137.00 Ability to view who deleted/expunged an action and why it was done
138.00 Ability to maintain medical, physical, criminal data by employee for job and training
HR restrictions (e.g., drug testing)
Ability to record and maintain non resident alien (NRA) data and information
HR 139.00 required by Immigration and Naturalization Service (INS) including visa information
for non-US citizens and documentation of the I-9 registration process
Ability to provide the capability for employees to view their own employment
HR 142.00 information (current and historical) and to provide corrections or updates to their
information (in accordance with the restrictions of self service)
HR 143.00 Ability to search historical records by last name
HR 144.00 Ability to cross-reference names/maiden names, prior address history, salary, etc.
HR 145.00 Ability to identify and link files for county employees that are married, domestic
partners, children
HR 146.00 Ability to create and track load outside personnel assignments into the system
147.00 Ability to maintain and view (via self service) the status of employee requests (used
HR to track the progress of the employee's requests)
148.00 Ability to maintain action type, action reason and approval required for all
HR personnel actions
149.00 Ability to assign multiple work locations to employees (e.g., department, division,
HR office) and maintain historically
150.00 Ability to identify the funding source for an employee, and capture multiple funding
HR sources for split-funded employees
HR 151.00 Ability to process employee leave without pay
Ability to manage leave programs, to include the Family and Medical Leave Act, and
HR 152.00 allow for updates as regulations change
HR 153.00 Ability to maintain employee leave history with start and end dates
HR 154.00 Ability to maintain employee pay changes
155.00 Ability to track the level of security clearance required for an employee (e.g.,
HR fingerprinting)
HR 156.00 Ability to track the level of security clearance required for a position
157.00 Ability to interface with the ID card system that maintains employee photos and
HR badges to associate the appropriate personnel information
158.00 Ability to maintain personnel data including: certifications, EMT training, emergency
HR contact information, ID photos, uniforms, etc.
HR 159.00 track post offer medical exam completion status (Y/N)
Ability to track multiple employee dates (e.g., original appointment date, leave
HR 160.00 progression date, longevity date, and special assignment date) based on defined
criteria
Ability to create a data file for non-employee volunteers/interns (which would
HR 161.00 contain basic information (contact, address, etc.), but not require all fields normally
associated with an employee on payroll)
HR 162.00 Ability to track and manage random drug testing
HR 163.00 Ability to track and manage RIF
HR 164.00 Ability to restrict access to protected public record information (FS 119)
Ability to identify and support multiple concurrent job assignments for an employee
and maintain historically (e.g., An employee may have a job assignment with the
HR 165.00 same or different agency or across agencies and departments. Each employees job
assignment is independent of another and must be uniquely identified and tied to
the employer)
HR 166.00 Ability to identify or swap the primary job for an employee who has multiple jobs
HR 167.00 Ability to allocate funds appropriately for multiple jobs
HR 168.00 Ability to support headcount reporting for employees with multiple jobs
HR 169.00 Ability to designate the appropriate benefit eligibility for employees with multiple
jobs
HR 170.00 Ability to change employee labor distribution assignment
171.00 Ability to track movement\reassignment (transfers), and promotions and maintain
HR historically
HR 172.00 Ability to support the processing of mass personnel transactions (e.g., transfers)
HR 173.00 Ability to track job title by employee
HR 174.00 Ability to support the procedures associated with terminating an employee
175.00 Ability to turn off accruals, benefits, payments, and time and attendance when an
HR employee separates
HR 176.00 Ability to pay accrued benefits and retroactive pay after employee separation
HR 177.00 Ability to maintain employee exit interview data
178.00 Ability to define and update a checklist upon termination -- checklist would include
HR items such as: objects loan
HR 179.00 Ability to provide real-time data for upload to web portals
187.00 Ability to allow consideration of performance factors within the step increase
HR process and include comments for the reason
188.00 Ability to consider employee status (e.g., leave without pay (LWOP)) in applying
HR salary/step increases or compensation process
193.00 Ability to perform mass changes in "preview" mode prior to incorporating changes
HR to employee records
HR 194.00 Ability to apply mass increases to individual components of pay
195.00 Ability to apply mass changes forward through an employee's effective dated
HR history
Ability to assign a reason code to an employee's record which was updated through
HR 196.00 a mass change
HR 197.00 Ability to apply mass changes (percentage based, flat amount) to multiple
components of pay based on defined parameters and criteria
208.00 Ability to document when an employee receives their performance standards and
HR factors against which they will be measured
HR 209.00 Ability to evaluate group performance
210.00 Ability flag an employee that does not have a performance rating and track by
HR manager/supervisor
HR 211.00 Ability to maintain and create a performance improvement plan for an employee
HR 212.00 Ability to perform a retroactive pay adjustment based upon the results of the
performance appraisal process
214.00 Ability to create, edit, view, and maintain history of all employee license,
HR certification, accomplishment, and skill information, regardless of job title
Ability to maintain employee licenses and credentials pertinent to the employment
HR 215.00 field and job title held, through self-service, but subject to final approval before
posting
Ability to track multiple licenses and certifications held by each employee and
HR 216.00 associated expiration and renewal dates, through self-service, but subject to final
approval before posting
Ability to notify an employee's supervisor when a license or certification is going to
HR 217.00 expire in enough time to go through the renewal process (for positions where the
license or certificate is required)
219.00 Ability to associate required competencies and skills to a specific title and integrate
HR the skill requirements with job postings in the recruitment module
220.00 Ability to historically maintain educational information for an employee (e.g., level
HR of education, type of education, date of completion of education)
221.00 Ability to maintain language skills and rate an employee's proficiency level with a
HR specific language, through self-service, but subject to final approval before posting
226.00 Ability to maintain tables related to tuition reimbursement (e.g., labor unit rules,
HR working test period, employees current funding and reimbursement tables)
228.00 Ability to have dynamic training rosters (allow for registrations, cancellations, and
HR rescheduling)
HR 229.00 Ability to support wait list functionality for training classes
HR 230.00 Ability to reserve the number of seats in a training class based on specified rules
231.00 Ability to record employee attendance at all training sessions and conferences and
HR provide a certificate
Ability to indicate category of training (e.g., OSHA training, Public Employee Health
HR 232.00 & Safety Act (PESH), union sponsored, department curriculum, conferences, agency
vs. other sources)
Ability to maintain detailed data related to training courses (e.g., dates, hours, costs,
HR 233.00 credit hours, governmental and non-governmental hours of continuing professional
education (CPE)/ continuing education units (CEU))
HR 234.00 Ability to maintain pre-registration data and attendance registry by employee
HR 235.00 Ability to define prerequisites for classes and certifications
HR 236.00 Ability to maintain a history of reasons for employee absences to scheduled training
HR 237.00 Ability to maintain employee training course ratings (e.g., grade, pass/fail, scores)
238.00 Ability to manage training course resources (e.g., room reservation, training course
HR materials, seating limitations)
239.00 Ability to maintain a listing of all trainers and their individual competencies county-
HR wide
Ability to define a training plan by position/title (e.g., training necessary to move
HR 240.00 from clerk to administrative assistant) and to modify that training plan as their
position/title changes
241.00 Ability to link online training courses to an employee's training plan and update
HR upon completion
244.00 Ability to track employees who are in long term training programs, including
HR training courses taken and whether the training course was completed successfully
HR 245.00 Ability to notify employees when new training courses are being offered
246.00 Ability to maintain information regarding in-service training (e.g., job shadowing
HR and rotations) on the employee's training record
247.00 Ability to allow employees to enroll in offered training courses themselves (via self
HR service)
248.00 Ability to maintain an approval process for both tuition reimbursement and training
HR course registration (by employee and Central HR/Civil Service)
249.00 Ability to view the approval status for a training course, and/or tuition
HR reimbursement
HR 250.00 Ability to review prior denials of employee training and reason for denial
251.00 Ability to automatically reflect completed training, licenses and certifications on the
HR employees skill/competency profile
254.00 Ability to link time and attendance to training for verification of employee
HR attendance
255.00 Ability to have employee's training plan follow the employee to another
HR department or agency
256.00 Ability to restrict registration for training by user defined rules (e.g., limit those
HR employees that repeatedly do not attend scheduled training from registering)
258.00 Ability to forecast and perform "what-if" scenarios regarding training based on
HR historical data
259.00 Ability to identify anticipated training needs based on existing and newly
HR created/budgeted classifications
260.00 Ability to capture demand for new or existing training courses throughout the year
HR (e.g., via training plans)
Ability to track follow-up information on training courses (including training course
HR 261.00 evaluations and follow-up evaluations) in order to assist in determining training
curriculum for the next fiscal year
262.00 Ability to forecast need for training courses based on employee certification
HR expiration dates
HR 263.00 Ability to track agency compliance with mandated employee training
Ability to define and maintain a target set of training courses for given positions; to
HR 264.00 match training needs to required skills; and to perform a gap analysis between
required skills and employee skills
HR 265.00 Ability to manage Lending Library
266.00 Ability to integrate workflow notification and approvals with notice sent to
HR Microsoft outlook calendar
267.00 Ability to view classroom space, including size, seating, and availability throughout
HR the county
268.00 Ability to maintain a career plan for employees which includes their training plan
HR for career advancement
269.00 Ability to track training courses and/or training plan needed for career/job
HR advancement for all employees
270.00 Ability to track employee progress against their training plan for career
HR advancement
271.00 Ability to associate job titles to a career progression of job titles in a series (e.g.,
HR from officer to detective in the police department)
HR 272.00 Ability to relate job title codes to job series and career paths
HR 273.00 Ability to maintain job family relationships among job titles
274.00 Ability to maintain career progression paths specific to a series or across a number
HR of series
HR 275.00 Ability to create, edit, and view grievance-related data and maintain historically
276.00 Ability to maintain and retrieve the number of grievances per bargaining unit and
HR contract provision title
Ability to maintain and provide a summary of vital information about individual
HR 277.00 grievances, including the ability to report on the individual contract provision title
(Focus on department level)
278.00 Ability to assign multiple codes and descriptions to various steps in the grievance
HR process for grievances filed by employees and/or unions
279.00 Ability to track the section/subsections cited in a grievance, including the ability to
HR track multiple claims per grievance
283.00 Ability to enter, edit and maintain institutional/ class action grievances (e.g., no
HR specific claimant identified) as well as individual grievances
HR 284.00 Ability to link or cross-reference related grievances
285.00 Ability to track multiple types of grievances (e.g., contract interpretation or
HR discipline, PERB - Public Employee Relations Board, lawsuits)
HR 286.00 Ability to limit data changes to final grievance decisions
HR 287.00 Ability to select similar grievances and identify outcomes and past practices
Ability to create a unique identifier to track grievances based on case criteria (e.g.,
HR 288.00 bargaining unit, agency tracking number, Labor Relations tracking number,
employee, Collective Bargaining Unit agreement)
289.00 Ability to provide the flexibility to support the various contract interpretations
HR associated with user defined criteria
Ability to report on number of grievances filed and detailed information, such as:
HR 290.00 date, employee, type of grievance (e.g., loss of overtime, money, discipline
grievance)
Ability to produce a report to track all disciplinary actions and steps taken to resolve
291.00 (sorted by employee-specific record, number of employees receiving disciplines,
HR gender, race, EEO standards)
HR 294.00 Ability to capture multiple dates and results of an investigation (e.g., fact finding)
HR 295.00 Ability to assign codes and descriptions to the various types of complaints/issue
296.00 Ability to view the steps that supervisors/managers have taken when imposing
HR disciplinary actions on an employee
297.00 Ability to assign an expiration date from a specific disciplinary action and maintain
HR history
HR 298.00 Ability to capture disability information
HR 299.00 Ability to view EEO discrimination complaints
300.00 Ability to inquire on resolutions based on past decisions and contract interpretation
HR associated with specific grievance types or user defined criteria
HR 301.00 Ability to monitor arbitration payments and time frames for responses
302.00 Ability to track arbitrator data and performance (e.g., name, previous rulings on
HR cases)
303.00 Ability to maintain a standard set of codes used to evaluate arbitrators (e.g., rating
HR outcome, severity of judgment, appearance of bias)
304.00 Ability to uniquely identify all unions, employee organizations and associations
HR including non-union employees
HR 305.00 Ability to track seniority by bargaining unit
306.00 Ability to track union contracts including contract dates, planned start dates, date
HR required for union negotiation
307.00 Ability to create, edit, and view negotiation related data and maintain historically
HR for the Office of Labor Relations
308.00 Ability to create, modify, inactivate and view affirmative action statistics and goals
HR and maintain historically
Broward County, FL RLI #R0866301R1: Centralized ERP Solution 146of 488
VENDOR FIT-GAP RESPONSE CODES (Insert In Functionality Type Column Below For Each Requirement):
F = Fully Provided "Out-of-the-Box CF = Custom Fields Required
CO = Configuration (no changes to underlying source code) M = Modification/Customization (change to source code)
TP = Third Party Software Required U = Unable to Meet Requirement
HR 309.00 Ability to modify hiring and promotional goals related to affirmative action
Ability to maintain and view (with the appropriate authority) applicant data (e.g.,
HR 310.00 demographics, recruitment source, classification, acceptance/rejection of
employment by applicant) for comparison to affirmative action goals
311.00 Ability to maintain office locations (e.g., responsibility centers) within agencies in
HR order to prepare affirmative action reports
HR 312.00 Ability to recalculate and analyze affirmative action data
313.00 Ability to electronically complete and send separation data forms via work flow
HR process
314.00 Ability to view claimant data, such as unemployment or workers compensation data
HR (e.g., reason for separation, benefit rate, submission date, approval date)
315.00 Ability to access Human Resource employment data to identify why employee has
HR separated and verify wage data
317.00 Ability to identify if a former employee has filed for unemployment compensation
HR while on Workers Compensation
318.00 Ability to automatically track status throughout the unemployment hearing and
HR appeals process
323.00 Ability to import data from outside systems to compare or combine with related
HR HRMS system data for reporting
Ability to export report-related data to other applications (e.g., Excel, Access) for
HR 324.00 further manipulation
HR 325.00 Ability to produce statistical charts and graphs from the database without needing
to export data to Excel or other programs
HR 326.00 Ability to create, modify, save and view standard and adhoc reports and the
specified reporting criteria
327.00 Ability to view reports online, save reports to a file, distribute information in
HR electronic format, and route report signature documents in electronic format
HR 334.00 Ability to access a specified number of years worth of data for reporting purposes
336.00 Ability to generate an audit trail report that would detail each change made within
HR the system (e.g., user, dates, field)
HR 337.00 Ability to query and report against real-time integrated data
HR 338.00 Ability to report on all employees and/or applicants, and their related data
HR 339.00 Ability to produce a report on job titles, jurisdictional classifications, and positions
340.00 Ability to produce a report on applicant data and their associated recruiting
HR activities/status
341.00 Ability to support Federal Consent Decree report associated with recruiting and
HR application tracking
HR 342.00 Ability to produce a report on new hires and rehires
HR 343.00 Ability to produce a report on employee separations and unemployment
HR 344.00 Ability to produce a report on all personnel actions, competencies, and skills
Ability to provide report for all personnel transactions (all transfers, salary
HR 345.00 increases, etc.) and to be able to sort in a variety of ways with date and range
specifications
HR 355.00 Ability to provide a consistent snapshot of data, calculations, and percentages for
each department/agency (to allow the county to report on the same information)
368.00 Ability to charge labor expenses to the appropriate account(s) over fiscal, and
HR calendar year end splits (e.g., Charge backs)
369.00 Ability to specify chart of accounts coding string processing options, such as:
HR Activate, De-Activate, Open Date, Close Date
371.00 Ability to mass update of employee records to reflect updates to chart of account
HR strings
HR 372.00 Ability to maintain history of chart of account strings
373.00 Ability to record hours and dollars by labor distribution code on an employee's
HR record
374.00 Ability to track employee work activity and whether it was charged to the
HR appropriate fund
375.00 Ability to track equipment usage by hour and associate that time with one or more
HR projects/grants
376.00 Ability to create, edit and maintain start and end date funding for positions and
HR identify positions for which funds will end
377.00 Ability to capture split-funded positions (salary and fringe benefits) across
HR departments and funds (e.g., grants, capital projects)
378.00 Ability to track employee program tasks (for projects and work functionality) to
HR support a program budget model versus the line item budget used currently
HR 379.00 Ability to capture detailed employee task information at point of time entry
380.00 Ability to allocate non-labor expenses to the appropriate location at point of time
HR entry
HR 381.00 Ability to capture information and summarize potential costs by project
382.00 Ability to generate Labor Distribution Summary Listing (summarizing pay) and the
HR Labor Distribution Summary Report by dept & by fund on an ad hoc basis
383.00 Ability to charge/track labor expenses by physical location (e.g., to allocate security
HR cost by square foot)
HR 384.00 Ability to view labor on a weekly basis (e.g., time charges)
HR 385.00 Ability to report on allocated time versus time worked for selected employees
Ability to adjust payroll after the fact (e.g., retroactive labor distributions, correct an
HR 386.00 incorrect posting in general ledger)
HR 387.00 Ability to interface distributed labor expenses to the General Ledger
388.00 Ability to report on time and leave data by Time Reason Code (Time Reason Codes
HR are created for leave categories)
395.00 Ability to view leave data and identify long-term leaves and long-term
HR abandonment if necessary, viewable on a monthly basis
396.00 Ability to record and report the actual hours worked and be able to access this
HR information real time
398.00 Ability to access data regarding approaching retirements, number of years served,
HR tiers
401.00 Ability to reprint hierarchies (e.g., organization hierarchies -- who is signing off for
HR certain employees, departments)
416.00 Ability to generate bi-weekly, annual, monthly, or other period accrual of leave for
HR full time, part time, and hourly employees
417.00 Ability to generate annual accrual of sick, vacation, and personal leave based on
HR calendar or fiscal year
418.00 Ability to accrue time at the start of a specified term rather than every pay period
HR or monthly
HR 419.00 Ability to suspend accruals for ineligible employees
HR 420.00 Ability to define multiple proration accrual rules for less than full time employees
HR 421.00 Ability to accommodate the accrual of time for employees on a prorata basis
422.00 Ability to prorate leave when employees switch from unions and their leave plans
HR change
HR 423.00 Ability to prorate leave accruals based on full-time percentage
HR 424.00 Ability to automatically relate staff schedules to leave accruals
HR 425.00 Ability to provide restrictions regarding accrued vacation and sick leave
426.00 Ability to limit maximum accrued vacation/sick based on hire date and collective
HR bargaining unit
HR 427.00 Ability to limit annual vacation/Sick carry-over
428.00 Ability to zero out unused paid leave time at end of calendar year, or pay off time,
HR or carry over the time for certain collective bargaining unit/job classes
HR 429.00 Ability to reset accrued time at end of a calendar/fiscal year
430.00 Ability to pay out accumulated holiday/compensatory time based either on rate of
HR pay in place when the time was earned, or on employee's current rate of pay
431.00 Ability to calculate accruals for employees holding multiple jobs at different accrual
HR rates
432.00 Ability to automatically calculate and make changes to employees leave accrual
HR rates based on length of service and type of appointment
433.00 Ability to automatically calculate and process retroactive accruals based on the
HR appropriate rules, rates, and dates (can be user defined)
HR 434.00 Ability to reflect leave accrual amounts on paychecks
Ability to manage accruals that must be automatically deaccrued at the end of the
HR 435.00 year (e.g., Identify, renew, etc.)
HR 437.00 Ability to accommodate the credit of accrued time upon reappointment after
resignation
HR 438.00 Ability to define leave accrual rules based on hire date
439.00 Ability to begin accruing bonus sick days starting from either the last sick day taken
HR or the day a bonus sick leave day was last accrued
HR 440.00 Ability to automatically expire unused leave accruals
441.00 Ability to credit leave time after change of status, for example, part time to full
HR time, probationary to permanent
442.00 Ability to turn off accruals when an employee exceeds allowable unpaid or Workers'
HR Compensation time
HR 443.00 Ability to adjust leave for employees who are classified as inactive on payroll
444.00 Ability to adjust annual leave balances to the employee's appropriate leave ceiling
HR at beginning of the leave year
LEARNING MANAGEMENT
LM 1.00 Students name displays on home page of User Interface
LM 2.00 Ability to view courses by category for both instructor led and web based training
LM 3.00 Student has the ability to self enroll in both instructor led and web based training
Student has the ability to wait list themselves in both instructor led and web based
LM 4.00 training events
Student has the ability to cancel or change their enrollment request for both
LM 5.00 instructor led and online training events.
LM 6.00 Student is able to view learning plans, skills and certifications
LM 7.00 Student able to launch and bookmark self-paced web based training from interface
LM 8.00 Student able to update personal information such as email, phone, supervisor, etc.
LM 9.00 Student is able to search for courses using keywords within title and description
LM 10.00 Student is able to view and print completion certificates
LM 11.00 Student is able to create development plans
LM 12.00 Student is able to assign classes to their development plans
LM 13.00 Student is able to print their own transcript
LM 14.00 Student is able to complete a survey or test
LM 15.00 Student is able to request permission to by-pass a prerequisite
LM 16.00 Student is able to access a course-specific bulletin board and online resources
LM 17.00 Web based access to administrative features, data, and reporting
LM 18.00 Ability to assign different Administrative access levels
LM 19.00 Ability to add users manually or batch upload
LM 20.00 Import user data from other systems/sources
LM 21.00 Ability to set / change user status (active / inactive /deleted )
LM 22.00 Create / edit / assign / delete new permissions and roles
LM 23.00 Create / change / view user information profile
LM 24.00 Edit users manually
LM 71.00 Ability to require supervisor approval via manual or automatic email notifications
LM 72.00 Ability for supervisors to be copied on email notification to employees.
LM 73.00 Ability to request / reserve rooms, equipment, and other training resources
LM 74.00 Manually add an activity or event to a transcript
LM 75.00 Manually delete an activity or event from a transcript
LM 76.00 Customizable work flows and business rules
LM 77.00 Ability to use wild cards to search for users and class / course
LM 78.00 Create and schedule custom email messages for students with attachments
LM 79.00 Generate class calendar
LM 80.00 View and print a class calendar
LM 81.00 Create a curriculum (collection of courses targeted for a particular group or user)
LM 82.00 Add courses to a curriculum
LM 83.00 Remove courses from a curriculum
LM 84.00 Create a curriculum group
LM 85.00 Add groups to a curriculum
LM 86.00 Remove groups from a curriculum
LM 87.00 Ability to add new fields to the database
LM 88.00 Edit / Modify existing fields in the database
LM 89.00 Add look-up table information in database
LM 90.00 Edit information in the look-up table in database
LM 91.00 Set field properties such as size, type of date, edit
LM 92.00 View / Print student transcripts
LM 93.00 Configurable security settings and password characteristics
LM 94.00 Courses can be set to automatically renew on periodic basis (i.e.: yearly)
Ability to track multiple training costs per class / course (i.e.: instructor, books,
LM 95.00 equipment deprecation, etc.)
Ability to manage physical inventory of training materials (i.e.: manuals, videos,
LM 96.00 books, etc.)
LM 97.00 Ability to assign instructors to class / course
LM 98.00 Ability to enforce / override registration cut-off time
LM 99.00 Ability to define course pre-requisites, elective and learning paths
LM 100.00 Ability to create a wait list and notify pending participants when a vacancy occurs
LM 101.00 Ability to mandate class / course as mandatory
LM 102.00 Ability to mandate class / course as elective
LM 103.00 Ability to track both web-based and instructor led training
LM 104.00 Ability to set and override the maximum / minimum students for a class / course
LM 105.00 Ability to create / change / view instructor biographies
LM 106.00 Ability to include driving directions for all class locations
LM 107.00 Class / courses can be mapped to locations, assets, instructors, etc
LM 108.00 Ability to have multiple training sessions on the same day , time and/or location
109.00 Ability to push pre-work and post work to participates before and after a training
LM class / course
LM 110.00 Ability for instructor to assign training assignments to individuals or groups
LM 111.00 Ability for instructors to attach files to assignments
LM 112.00 Ability for instructors to grade individual assignments
LM 113.00 Ability to create and print course / class rosters and sign-in sheets
LM 114.00 Administrator feature should provide Intuitive navigation for non-technical users
115.00 Ability to assign to assign a learning / development plan to an individually user and
LM globally to a group
LM 116.00 Ability to assign learning activity deadlines for employees
Ability to create business rule to limit the number of employees from any one
LM 117.00 agency (over 87 different agencies) from enrolling in a class / course
LM 118.00 Built-in, full integrated Learning Content Management System
119.00 Utility to upload / import third party AICC or SCORM compliant courses without
LM vendor assistance
120.00 Interoperability with content that is not standard compliant course (i.e.:
LM PowerPoint)
LM 121.00 Launch and track web-based learning
LM 122.00 Built in content authoring tool
LM 123.00 Authoring tool designed for use by non-programmers
LM 124.00 Authoring tool provides a WYSIWIG interface for creating and editing content
LM 125.00 Drag-and-Drop object placement
LM 126.00 Authoring tools supports template based authoring
LM 127.00 Authoring tool supports streaming media, graphics, audio, animations, etc.
LM 128.00 Authoring tools support version control
129.00 Ability to upload and use multimedia with built-in authoring tool (audio, video,
LM images, flash, etc)
LM 130.00 Built-in testing and survey creation tool
LM 131.00 Ability to create new courses from Sharable Content Objects.
LM 132.00 Create / edit reusable leaning Objects (RLO)
LM 133.00 Built-in SCO (Sharable Content Object) Management Tool
LM 134.00 Built-in SCORM (Sharable Content Object Reference Model) manifest debugger
LM 135.00 Support SCORM versions 1.2 and 2004
136.00 Ability to import / upload web based coursed developed by internal staff using third
LM party authoring / simulation tools such as Lectora and Firefly
LM 137.00 Links to other training sites or resources
138.00 Ability to set and override the maximum / minimum students for a course at the
LM session level
LM 139.00 Ability to expire a course
LM 140.00 Disable a course without removing it from the LCMS
LM 141.00 Course history audit trail
LM 142.00 Authoring tool provides spell check and search features
LM 143.00 Ability to create pre and post tests for each course module
LM 144.00 Supports third party interactive simulations (Knowledge Planet Firefly)
LM 145.00 No limitation on the number of courses stored within system
LM 146.00 Built-in code view designing tool
LM 147.00 Support integration with third party content providers such as Element K and Net-G
LM 148.00 Courses may be archived and retrieved later for subsequently use
LM 149.00 Ability for multiple authors to contribute to developing a single course
LM 150.00 Support version control and rollback capability
LM 151.00 Built-in assessment and survey tool that supports all question types
LM 152.00 Ability to import IMS-QTI compliant test banks
LM 153.00 (IMS Global Learning Consortium Inc - Question and Test Interoperability)
LM 154.00 Ability to support the Kirkpatricks four level of evaluation model
LM 155.00 Ability to create custom tests, surveys, and opinion polls
LM 156.00 Ability to auto grade and display results to learner
193.00 Ability for non technical users to sort and analyze data in a wide variety of ways
LM (i.e.: organization unit, time periods, group designation, etc.)
LM 194.00 Ability to run, view, export and print reports determined by user access level
LM 195.00 Support the third party reporting tools Crystal Reports
LM 196.00 Ability to schedule auto recurring reports
LM 197.00 Ability to view and print all reports graphically and textually
LM 198.00 Ability to display a learning dashboard view
LM 199.00 Ability for Mangers to pull reports on their subordinates
LM 200.00 Ability to report on the learning object and question level
LM 201.00 Ability to create and print course / class rosters and sign-in sheets
LM 202.00 Ability to generate ad hoc queries and reports based on user-defined parameters
Ability to view online and print a talent profile showing skills, career history,
LM 203.00 education, career goals, succession planning considerations, past learning, etc. all in
one comprehensive profile
204.00 Ability to report on learning / development plan progress for an individually user
LM and globally for a group
LM 205.00 Built-in spell check and search features
LM 206.00 Ability to collect user demographic information
LM 207.00 Ability to designate talent polls by any user identified criteria and run analyses on
resulting data
LM 217.00 Ability to track formal education (AA, BA, BS, MBA, PhD)
LM 218.00 Ability to identify high potential employees
LM 219.00 Import third party skills libraries
LM 220.00 Create / Modify customizable learning paths / plans
LM 221.00 Create customizable certification tracks
LM 222.00 Skill gap analysis tools and reporting
LM 223.00 Create configurable job profiles which link users to learning paths
Create configurable skill profiles which can linked to users and used for performing
LM 224.00 skill gap analysis
LM 225.00 Ability to set deadlines for individual task assignments
LM 226.00 Ability to set deadlines for completion of entire learning path/plan
LM 227.00 Peer review and 360 feedback tools
LM 228.00 Ability to report on 360 responses by group
Skill gap analysis, job progression and best math reporting for succession planning
LM 229.00 purposes
230.00 Configurable Skills which can be linked to users and use for performing skill gap
LM analysis
231.00 Ability to give instant status on any defined sector of the organization and where
LM they are in any predefined process
Ability to get a comprehensive picture of the predefined process status for any
LM 232.00 predefined process in any part of the predefined sector of the organization
processes
LM 233.00 Ability to assign multiple plans to a user
234.00 Ability to send automated email reminders for approaching deadlines and overdue
LM tasks
LM 235.00 Ability to assign paths to selected group of users simultaneously
Ability to create, edit and view multiple types of benefit plans and related data (e.g.,
BEN 1.00 health, dental, savings bond, deferred compensation, optional, and retirement) and
maintain historically
Ability to define all the benefit plans offered (e.g., benefit plan type, benefit plan
BEN 2.00 name, rules, carrier for each benefit plan, deduction code, plan description, payee)
and maintain historically
Ability to define benefit carrier and third-party administrator information (e.g.,
BEN 3.00 name, contact person, address, phone, and policy number) and restrict access to
information for authorized employees
Ability to specify provider coverage limits for each benefit type and plan, according
BEN 4.00 to the levels of coverage (e.g., employee only, family, domestic partnerships)
Ability to override the pay leave parameter and union designation associated with a
BEN 10.00 single job title at the employee level
Ability to verify employee eligibility for a requested benefit change, notify
BEN 11.00 employees (through an auto-trigger alert) that the change has been accepted and
identify when the change is effective
Ability to process different rate calculations and deductions for groups of
BEN 12.00 employees
Ability to define coverage based on pre-defined selection criteria (e.g., self
BEN 13.00 coverage, self plus one, family coverage, domestic partnership) and to define
discrete rates for multiple providers
Ability to link benefit plans to governing labor agreement information (e.g.,
BEN 14.00 expiration dates of governing labor agreements, reference guides, documents) and
maintain historically
BEN 15.00 Ability to use unique code values or identifier for benefits plan
Ability to establish and maintain changes to benefit plan rates (e.g.,
BEN 16.00 health/dental/vision)
Ability to identify employee and employer contribution and payment amounts
BEN 17.00 separately
BEN 18.00 Ability to maintain multiple deduction schedules
BEN 19.00 Ability to indicate that an employees benefit deduction is pre-tax and/or post-tax
Ability to effectuate mass changes to employee record tables based on benefit plan
BEN 20.00
changes
Ability to automatically trigger alerts to employees for changes made to benefit
BEN 21.00 plans
BEN 22.00 Ability to support multiple plans including sub categories of related plans
Ability to support tiers of grouping in the benefits plans (e.g., a carrier's plan will
have differing premiums assigned depending on enrollee status (e.g., active, LWOP,
BEN 23.00 WC, retired, vestees, retirees) and type of coverage (e.g., single , family, Medicare,
one over 65/one under 65))
BEN 24.00 Ability for the County to self administer the Flexible Spending Account Plan
Ability to set up 3rd party one time payment other than payroll for those enrollees
BEN 25.00 (vestees, retirees) who want to pay premiums for a period of time (e.g., one year in
advance)
Ability to compute and report value for tax purposes (e.g., car fringes, domestic
partner, college housing etc.) to employees via e-mail or automatically update a
BEN 26.00 template correspondence to be sent via mail anytime annually, or anytime a change
is made to the value (e.g., domestic partner coverage added or deleted.)
Ability to create similar plan definition records without having to enter redundant
BEN 28.00 data (e.g., numerous plans are created with many of the same attributes)
Ability to link changes to an employees benefit plan such that when adding a new
BEN 29.00 plan the system will supersede the old plan while maintaining the old plan in history
Ability to provide benefit programs that support enrollment functions for two
BEN 30.00 married County employees and verification/prevention of "dual coverage" based on
governing labor agreement provision(s)
Ability to create, edit and view employee benefits eligibility data and related
BEN 31.00 employee benefits data according to governing labor agreement, employee status,
appointment status, and maintain historically
Ability to prohibit two married employees, who have dependents (husband and
BEN 68.00 wife who are both eligible for benefit program) from electing separate health
insurance plans dependent upon controlling government labor agreements
Edit for "double" family health coverage for two County employees that are
BEN 70.00 committed to one another (e.g., domestic partners, married)
Option to restrict health insurance coverage based upon specific labor agreement
BEN 71.00 conditions.
BEN 73.00 Ability to define and apply a waiting period based on eligibility criteria
Ability to initiate/change the appropriate deduction/contribution from employees
BEN 74.00
and/or employer, and direct to the corresponding vendor/carrier
Ability to link to carriers electronically to process all new/changed/deleted benefit
BEN 75.00 records in real time
Ability for employee to view enrollment information (e.g., Benefits packages) in
BEN 76.00 advance
Ability to track and maintain alternate multiple IDs for an employee based on
BEN 77.00 specific carrier
Ability to override eligibility rules by authorized personnel (within the Comptroller
BEN 78.00 Health Benefit Division only)
Ability to track dependents regardless of dependent status and allow employee to
BEN 79.00 access/update that information
Ability to track service (including prior service credit, for health coverage purposes,
BEN 81.00 only) towards retirement
Ability to capture a waiting period for enrollment in retirement plan and expire
BEN 82.00 retirement system reporting when employee separates from primary full-time job,
if required by applicable retirement system reporting rules
BEN 83.00 Ability to track service enrollment with waiting period
Ability to automate changes in employee and County contributions to retirement
BEN 84.00 plan
Ability to track, report, and maintain history employer-share contributions including
BEN 85.00 escrow (which is 1st year of retirement membership)
Ability to support reports and interfaces between benefits/retirement providers
BEN 86.00 and ERP
Ability to view and change Flexible Spending Account (FSA) information only during
BEN 87.00 allowable dates (e.g., Open Enrollment season, qualifying life changing events, new
employees)
Ability to link to payroll information to ensure that employee's Flexible Spending
BEN 88.00 Account deduction amount doesn't exceed maximum deduction limits when
making changes
BEN 89.00 Ability to elect multiple beneficiaries by flat dollar amount or by percentage
Ability to designate any excess funds over and above selected dollar amounts to
BEN 90.00 distinct beneficiary
Ability to identify different beneficiaries for distinct insurance policies and/or
BEN 91.00 outstanding earnings
Ability to maintain employee benefits and keep employees active on the HRMS
BEN 92.00 system even though they dont receive a paycheck (e.g., for accrued leave based on
hours worked)
107.00 Ability to segregate employee population for recoupment, based upon the
BEN employees governing labor agreement
108.00 Ability to generate refund letters/templates and download certain enrollee data
BEN into such templates - by instance or mass mailings
109.00 Ability to maintain history of retroactive benefits activity and report by specific
BEN parameters (e.g., governing labor agreement)
BEN 110.00 Ability to track the steps associated with the collection process
BEN 111.00 Ability to integrate Retroactive Benefits with Benefits Billing
BEN 112.00 Ability to set up billing for new and changed benefits programs
113.00 Ability to override table driven deductions (both negative and positive) and agency
BEN share portions by authorized personnel
Ability to automatically determine the employee premium amounts based on the
BEN 114.00 plan type, membership option, and other parameters stored in the benefits plan
structure database
BEN 115.00 Ability to display expected amount of premium and report any discrepancy in the
actual amount received
BEN 116.00 Ability to maintain current and historical benefit costs
Ability to process pre-payment of benefits to capture and track benefits for all
BEN 117.00 enrollees including active employees (e.g., employees in advance of a leave without
pay scenario)
BEN 118.00 Ability to automatically update payroll deduction if applicable
Ability to capture and accumulate (in arrears) funds from employees who were or
BEN 119.00 weren't receiving pay, but had the County pay the employee share of their benefit
premiums
Ability to automatically adjust employees pay to account for funds in arrears, and to
BEN 120.00 override for negotiated payment schedules
BEN 121.00 Ability to identify which employees have benefit premiums paid by the County and
are in a non-pay status or have been terminated
122.00 Ability to include both employer and employee premiums for employees in certain
BEN types of non-pay status
123.00 Ability to automatically stop benefits for employees who have been in certain types
BEN of non-pay status for more than a specified period and notify employees
BEN 124.00 Ability to automate tracking ( e.g., Dunning notice report) of an enrollee's payments
129.00 Ability to generate letters to notify an employee on leave without pay of owed
BEN health, optical, and dental insurance premiums
130.00 Ability to issue notification based on employee status and age for enrollees and
BEN dependents
Ability to provide former employees, retirees, spouses, former spouses, and
BEN 131.00 dependent children a temporary continuation of Health Insurance, including Dental
and Vision
BEN 132.00 Ability to determine eligibility for COBRA benefits based on qualifying events
BEN 133.00 Ability to extend the continuation of COBRA benefits based on disability
Ability to generate COBRA letter as soon as qualifying event occurs (e.g., employee
BEN 134.00 separates from County and dependent comes off policy as a result of a qualifying
event)
135.00 Ability to customize COBRA letter generated according to qualifying event that
BEN occurs
136.00 Ability to send notification letter of COBRA expiration at a specified number of days
BEN before the expiration date
137.00 Ability to automatically terminate coverage and generate a report for the carrier of
BEN the coverage
138.00 Ability to create reports of benefits costs for all individual agencies by benefit
BEN programs (e.g., health, dental, vision) with various sorting options
Ability to provide totals of amounts due to each benefits carrier based upon
139.00 employee elections, status, and eligible dependents and produce corresponding
BEN reports (e.g., health insurance reconciliation report), with subtotals for employees
in active and non-pay status
140.00 Ability to create, modify, save, rerun, and view standard and ad-hoc benefits reports
BEN and reporting criteria, based on any time period
141.00 Ability to create benefits reports that are agency specific and County-wide, with the
BEN appropriate security
142.00 Ability to report on data obtained from payroll, such as a report on calculated
BEN benefit deductions
Ability to generate an audit trail report that would detail each change/benefit
BEN 143.00 transaction made within the system (e.g., user, dates, field, enrollments,
disenrollment's, add/delete, dependent profile adds/updates)
144.00 Ability to produce an ad-hoc report that can sort retirees receiving benefits by
BEN former department and/or governing labor agreement coding
Ability to generate a report to identify those personnel who were notified but have
BEN 145.00 not elected benefit coverage within designated windows after being hired or
electing COBRA after termination
146.00 Ability to produce benefits deduction register for reconciliation to carrier claims and
BEN be able to support various sorts via ad-hoc reporting
147.00 Ability to generate and print mailing labels by employee address and carrier and
BEN premium option
149.00 Ability to send health benefits letters, open enrollment notifications, etc. to
BEN employees, retirees, survivors, etc. electronically with encryption functionality
BEN 150.00 Ability to capture and utilize e-mail addresses of enrollees to transmit
correspondence
BEN 151.00 Ability to produce an on demand report for grant funded employees
152.00 Ability to produce report to monitor benefit enrollment completion status and
BEN vested status change
BEN 153.00 Ability to report an annual enrollment statement to retirees & survivors
154.00 Ability to produce an accounts receivable aging schedule for premium payments
BEN not received
Ability to generate an aging report that shows how long employees have been
BEN 155.00 paying for benefits while on unpaid leave status (e.g., Leave Without Pay, workers
comp, disciplinary actions)
156.00 Ability to reconcile benefit billing and payment (including enrollment and premium
BEN data)
157.00 Ability to produce detailed billing statements for the purpose of carrier claim billing
BEN and payment reconciliation
BEN 158.00 Ability to capture physical work location
BEN 159.00 Ability to capture other health care benefits
BEN 160.00 Restrictions of enrollment by employee group
BEN 161.00 Ability to capture email to retirees
BEN 162.00 Ability to track employees vesting
PAYROLL ADMINISTRATION
PAY 1.00 Payroll Scheduling
PAY 1.01 Ability to schedule on and off cycle payrolls
Ability to process and produce payroll in a timely manner so that actual
PAY 1.02 hours and leave, not estimates, can be included in relevant payroll
calculations for the entire pay period for all county agencies.
Ability to include start dates, stop dates and/or limit amounts ("goal amounts") on
deductions to allow them to automatically begin or end and the ability to adjust
PAY 23.00 such deductions partially or in full and have the "goal amount" reflect the year to
date deduction balance
PAY 24.00 Ability to allow for up to a designated number of deductions per employee
Ability to allow employees to change selected deductions an unlimited number of
PAY 25.00 times per year
Ability to automatically charge a standard fee to employees with voluntary
PAY 26.00 deductions
Ability to compute employer share of certain deductions and charge them to the
PAY 27.00 appropriate account
Ability to restrict use of a deduction, based on certain user defined criteria (e.g.,
PAY 28.00 agency, collective bargaining unit)
Ability to flag employees who are no longer required to pay union dues due to
PAY 29.00 assignment/status changes
Ability to mass load information on any organization dues into HRMS, base it on any
PAY 30.00
union or organization agreements, and create specific deductions
PAY 31.00 Ability to perform mass deduction changes based upon specific input parameters
Ability to prorate deductions and fringes in the same method as salaries into the
PAY 32.00 financial system (for labor distribution)
Ability to calculate, withhold, maintain, and change additional federal, state, and/or
PAY 33.00 county tax on an annualized or a percentage basis
Ability to calculate the appropriate taxes for taxable non-cash fringe benefit values
PAY 34.00 that were reported, and to withhold the taxes from the employee's regular wage
payments (e.g., personal use of a county vehicle, domestic partner benefits)
PAY 36.00 Ability to provide a net pay calculator to end users for "what if" deduction scenarios
Ability to calculate gross payroll based on employee salary, pay policy, and hours
PAY 54.00 worked and accumulate data on pay period, quarterly, calendar, and fiscal YTD basis
by pay category and employee's cost and responsibility center and object code
Ability to perform gross pay calculations for premium pays or bonuses and rate
differentials based on job titles and hours worked, per collective bargaining
PAY 55.00 agreements and subsequent "Memorandums of Understanding" and/or arbitration
awards and/or stipulations
Ability to maintain period, monthly, quarterly, year-to-date, and inception-to-date
PAY 56.00 balances on deductions
Ability to maintain employee payroll history on a pay period, quarterly, and calendar
PAY 57.00 YTD basis for specified number of years
PAY 58.00 Ability to generate holiday pay based on governing contract agreement rules
Ability to generate payments based on salary, hours, days, and other units of
PAY 59.00
measure (e.g., per session rates, per-diem rates)
PAY 60.00 Ability to allow at least four decimals places when calculating pay rates
PAY 61.00 Ability to allow for $999,999.99 to be paid (e.g., separation lump-sum pay)
Ability to pay employees with varying hourly rates within a pay period (e.g., per
PAY 62.00 diem employees)
Ability to calculate and include flat dollar payments (e.g., longevity, beeper pay,
stipends, education, shift differential, canine) based on governing labor agreement
PAY 63.00 complex provisions as components of bi-weekly gross pay and include in gross pay
calculation
PAY 64.00 Ability to integrate "reasonableness" edits into calculations
Ability to check "reasonableness" of amount earned with the position of the
PAY 65.00 employee and to compare similar positions within departments to ensure that
there are no great fluctuations
PAY 66.00 Ability to check gross amount earned per individual with mandatory salary limits
Ability to pay employees who work multiple jobs within or across different county
PAY 67.00 agencies at the same time
PAY 68.00 Ability to process multiple checks for an employee
Ability to process a single paycheck for employees with multiple jobs but still allow
PAY 69.00 Civil Service to be able to differentiate between the various jobs and allocate
expenses to the appropriate fund
Ability to pay employees who are "active" for only part of the pay period (due to
Leave of Absence or if they were hired mid-period) by automatically paying the
PAY 70.00
employee for the number of hours or days at the pro-rated appropriate old and new
rates
Ability to pay deceased employees in accordance with IRS guidelines (e.g., part of
the employee earnings would be reported on a W2 and part of the employee
PAY 71.00 earnings would be reported on a 1099) including the ability to issue 1099's or
transmit such information to the County's financial system (NIFS) to issue and
release 1099
Ability to audit and edit paychecks both at the agency level and at a central location
PAY 79.00 and identify paychecks that exceed a specified maximum amount
PAY 80.00 Ability to recover overpayments
Ability to automatically pay additional earnings every pay cycle, on a specified
PAY 81.00 schedule, or up until a specified amount is reached
Ability to calculate additional earnings for appropriate positions for employees with
PAY 82.00 concurrent jobs
Ability to restrict the use and editing of certain additional earnings to specific
PAY 83.00 groups of employees
Ability to setup and process differentials and overtime based upon collective
PAY 84.00 bargaining unit rules and FLSA
PAY 85.00 Ability to capture, track, calculate and apply pay differentials
PAY 86.00 Ability to maintain an unlimited number of FLSA categories
Ability to recalculate overtime compensation rates when an employee's FLSA code
PAY 87.00 changes
Ability to make mass additional payments (e.g., as a result of class action awards,
PAY 88.00 union stipulations, court orders)
Ability to automate additional payments based upon certain criteria that is captured
PAY 89.00 in the system
PAY 90.00 Ability to separately tax retroactive payroll adjustments, stipends, and awards
Ability to process checks on an as needed basis outside of the batch process to
PAY 91.00 supplement underpayments and replace overpayments made in error
Ability to process/maintain/update/apply multiple types of garnishments in
PAY 92.00
accordance with federal, state, and local regulations
Ability to deduct multiple child support/family court deductions and/or individual
PAY 93.00 garnishments resulting from Federal/State/Municipal Tax Levies
Ability to capture multiple garnishments for unpaid debts in the system and deduct
PAY 95.00 only for the earliest garnishment on file, with subsequent garnishment deductions
automatically beginning as previous garnishments are completed
PAY 102.00 Associate a pay location to an employee record for routing of hard copy pay checks
103.00 Ability to manage garnishment history including payee information, balances, case
PAY and/or docket numbers and vendor ID's/account numbers
Ability to generate a letter to the employee and the employee's home department
PAY 104.00 HR representative notifying them of a new garnishment, garnishment completion,
stop and start dates, and deduction amount
105.00 Ability to identify and flag vendor checks that will be held for pickup directly from
PAY treasury office
Route employee expense reimbursements from Accounts Payable to Payroll for a
PAY 106.00 consolidated remittance
PAY 107.00 Ability to interface with the Treasury check printing system (Pay Base) to print and
reprint paychecks and advices
Ability to produce detailed deduction descriptions (including employer paid
PAY 108.00 deductions) on earnings statement (check stub), as well as YTD balances, leave
balances, adjustments, pay rate data, gross pay, withholdings
109.00 Ability to view employee assignment data and department work location on
PAY paycheck
110.00 Ability to produce and reproduce an employee's earnings and leave statement for
PAY regular paychecks and for supplemental and replacement checks
PAY 111.00 Ability to print customized messages on an employee's earnings statement.
PAY 112.00 Ability to group and sort checks:
PAY 112.01 Employee name
PAY 112.02 Employee pay location
PAY 112.03 Department
PAY 112.04 Cost center
PAY 113.00 Segregate paychecks at the individual level by the following types:
PAY 113.01 Regular pay
Supplemental (including overtime, longevity, vacation buy-back, stipulation
PAY 113.02 award payments)
114.00 Ability to cease/hold ("suspend") the production of checks for flagged employees
PAY (in advance/before payroll is run)
115.00 Ability to identify replaced paychecks/pay advices with a new number, and the
PAY ability to cross-reference such reissuance to the original number
116.00 Ability to change payee information to process checks for deceased employees and
PAY issue 1099s (as opposed to W-2s in these cases)
Ability to flag outstanding checks (checks that have not been cashed) spanning
PAY 117.00 more than the specified number of pay periods and to generate outstanding check
reports based on this information
PAY 118.00 Ability to generate stop payment, check/advice replacement and reversal (full or
partial) request forms online
119.00 Ability to allow on-line cancellation of a previously issued check by entering the
PAY check number
120.00 Ability to change direct deposit date on the direct deposit file and advice forms
PAY while maintaining check date in the system (during the pre-note process)
Ability to have the option to issue a check instead of a direct deposit transaction
121.00 advice (on an exception basis) for an employee on direct deposit (e.g., an employee
PAY may need to sign a release for certain arbitration award payments in exchange for
award check)
122.00 Ability to search for an employee by bank account, check/advice number, and/or
PAY last name when viewing paycheck data
123.00 Ability to interface with bank reconciliation files that group employee paychecks by
PAY employer bank account numbers
124.00 Ability to view a history of checks/advices for employees (e.g., date, check number,
PAY amount, open/closed)
126.00 Ability to automate the process of stale-dating checks via a web-based interface
PAY from the bank
Ability to receive a file from the bank with stale-dated checks so BCG can create an
PAY 127.00 exception report for cleared checks that were reported as stale
PAY 128.00 Ability to generate an aging report listing checks at risk for stale-dating (e.g., >6 mos
& < 1 yr.) and to sort by user-defined parameters (e.g., by department)
PAY 129.00 Ability to produce pre-note advices for multiple pay cycles prior to EFT
implementation (the county currently produces pre-notes for 2 cycles)
130.00 Ability to generate and transmit payroll information to the bank and print a report
PAY of direct deposits filed
131.00 Ability to generate and transmit file to bank containing all checks issued in a given
PAY pay cycle, including check number and amounts (positive pay file)
132.00 Ability to override direct deposit if the deadline for forwarding the file to the bank
PAY cannot be met
Ability to process a check reversal and partial check reversal using the check or
PAY 133.00 advice number to automatically generate the adjustment transactions at any point
in the payroll cycle
Ability to accept and apply a recovery (of an overpayment) via a certified or bank
PAY 135.00 check from the employee/former employee without effectuating a payroll
deduction
PAY 136.00 Ability to reverse individual payroll transactions at any point in the payroll cycle
PAY 137.00 Ability to adjust open deduction balances at the employee level including:
PAY 137.01 process refunds
PAY 137.02 transfer balances between deduction types
PAY 137.03 Close a deduction balance (e.g., flexible spending account) that has expired
138.00 Ability to adjust balances for employee's year to date wages, taxes, etc., and/or
PAY specific deductions in accordance with IRS Rules and Regulations
Ability to account for external payments/adjustments and incorporate them into the
139.00 system ensuring that balances are updated (tax balances adjusted where applicable)
PAY and flag appropriately to notify Comptroller (CO) Accounting to post or not post to
financial system (NIFS)
144.00 Ability to prorate accrued pay when a pay period covers two fiscal periods (County -
PAY calendar year and College 9/1 - 8/31 fiscal year)
Ability to have system notify payroll that automatic adjustments are ready to be
finalized, thereby allowing for last minute changes (e.g., for employees whose pay
PAY 145.00 adjustments are done on anniversary dates, the system should automatically make
that change pending some approval. The notification would be for the purposes of
seeking that approval)
Ability to capture pay history information for a specified number of years for each
146.00 employee and to perform retroactive calculations utilizing this information for
PAY possible retroactive Collective Bargaining Agreement's, arbitration awards, class
action lawsuits, etc.
PAY 147.00 Ability to pay mass salary changes retroactively
148.00 Ability to perform mass pay scale reclassifications retroactively (e.g., step/grade
PAY increment)
149.00 Ability to designate tax method on retroactive payments (supplemental
PAY withholding, or regular withholding per employee's latest W-4 on file)
150.00 Ability to calculate retroactive payments according to complex formulas/scenarios
PAY and specific parameters
151.00 Ability to apply retroactive payments according to specific input parameters and
PAY apply to employee for certain defined timeframes
PAY 152.00 Ability to capture retroactive process date
PAY 153.00 Ability to calculate non-taxable items on a retroactive payment
Ability to charge retroactive payments to the appropriate account(s) (e.g., employee
PAY 154.00 cost and responsibility centers and expense object code) as of the effective date of
the retroactive transaction
Ability to pay retroactive payments to employees in a no-pay status (e.g., unpaid
PAY 155.00 leave, retired, terminated) and enter the transaction with the appropriate effective
date
156.00 Ability to calculate retroactive payments for applicable positions for employees with
PAY multiple positions
PAY 157.00 Ability to process overtime retroactive payments according to FLSA guidelines
158.00 Ability to retroactively adjust FLSA compensation to reflect any retroactive salary
PAY adjustments to time and attendance for pay periods
Ability to retroactively adjust FLSA compensation to reflect any retroactive changes
PAY 159.00 on an employee's title
PAY 160.00 Ability to link retroactive payments back to the earnings type (e.g., overtime, shift
differential)
162.00 Ability to automatically adjust balances (e.g., earnings, deductions) after retroactive
PAY payment(s)
PAY 163.00 Ability to calculate percentage and/or flat deductions for a retroactive change
164.00 Ability to maintain the regular payroll tax rules and deductions for retroactive
PAY payments that are a result of a delay in regular pay
166.00 Ability to calculate retroactive adjustments based on the change in leave status
PAY (e.g., positive and negative leave)
167.00 Ability to for end-users to enter retroactive transactions online with appropriate
PAY central review, audit, and approval
170.00 Ability to calculate mileage reimbursement based on applicable rates and miles
PAY traveled for current and past periods (need history of rates)
PAY 171.00 Ability to add additional types of employee reimbursements in future
PAY 172.00 Ability to incorporate an electronic approval path for reimbursement claims
PAY 174.00 Ability to process and flag reimbursements as non-taxable payroll items
PAY 175.00 Ability to produce payroll reports with various frequencies
PAY 176.00 Ability to support ad hoc reporting at the end user level
177.00 Ability for departments to load up the full value of a contract to look up the hours
PAY worked/remaining and dollars spent/remaining against a contract
Ability to generate Employee Exception Reporting (listing all employees denied pay,
183.00 union Employees without dues or agency fee deduction, employees not enrolled in
PAY retirement system, tax enrollment exceptions (employees with exempt status,
employees with more than 10 exemptions))
184.00 Ability to generate rejected transaction report for any payments that go into the
PAY system and do not meet County standards
PAY 185.00 Ability to generate Pre & Post Payroll Duplicate Data Reports
PAY 186.00 Ability to generate Employee/Check/EFT Summary by dept: Lists # of people, total
amt of check funds by dept
PAY 187.00 Ability to report earnings by chart of accounts coding string by agency
Ability to generate the Gross to Net Statistics report (twice) annually (Summary of
PAY 188.00 pay and deductions by department, used for Federal Labor Bureau of Statistics)
189.00 Ability to view earnings by responsibility center in each department throughout the
PAY year, and the ability to support the flexible categorization of titles as needed
190.00 Ability to generate Mixed Pay & Deduction Detail Report (an expanded check stub in
PAY the event of more pay and deduction details than will fit on the check stub)
Ability to produce a payroll certification report which indicates total pay and total
PAY 191.00 deductions by employee
PAY 192.00 Ability to generate on an ad hoc basis the Paycheck Archive Report (to view the
details of an employee paycheck or a range of checks that have been archived)
193.00 Ability to view and print employee earning statements and W-2's for the last 5 years
PAY online (self service)
194.00 Ability to enter various date ranges for earnings other than annual earnings only
PAY (e.g., quarterly, State fiscal year, etc.)
PAY 195.00 Ability to report retroactive payments by various sequences
196.00 Ability to capture and report on employee and earnings information for the
PAY Weekend work
PAY 197.00 Ability to report on student interns
198.00 Ability to report an employee's earning, tax, and deduction information for any
PAY given pay cycle or time period
Ability to create a monthly or final payroll report including pay period, agency,
PAY 199.00 employee number, SSN, employee name, gross salary, payroll deductions, net pay,
and check number
200.00 Ability to create a payroll check list including pay period, agency, the number of
PAY checks, gross amount, deductions, and net pay
201.00 Ability to combine multiple payments for an employee when running reports based
PAY on specific user criteria
Ability to populate a report/form with employee information for various
PAY 202.00 certification purposes (e.g., employee verification, mortgage verification, social
security earnings request)
204.00 Ability to generate a report that links substitute pay to the absent employee's
PAY attendance
PAY 205.00 Ability to identify and report salary based deductions at the employee level
PAY 206.00 Ability to create a report listing all deductions not taken for current payroll
209.00 Ability to generate Special Deduction Reports (Family Court, Garnishment, Tax
PAY Levies)
PAY 210.00 Ability to report an employee's garnishment history
PAY 211.00 Ability to create a report listing employees claiming tax exempt status
Ability to create a report for 5500 tax filing indicating how many employees
PAY 212.00 participated in tax-exempt benefits program and the amount of compensation
exempted (Flexible Spending Program)
PAY 213.00 Ability to generate Quarter-to-date tax reporting
Ability to create, issue, and print W-2 forms according to Federal, State, and Local
PAY 214.00 regulations and transmit electronically (per IRS's requirements) a file containing W-
2 information to the IRS
PAY 215.00 Ability to print duplicate W2's on demand
Ability to create/generate multiple W-2c's for an employee (and interface on line
PAY 216.00 with Social Security Administration) based on the corrections made to an
employee's W-2
217.00 Ability to produce a dollar statement for car fringes for applicable employees for tax
PAY purposes
PAY 218.00 Ability to issue 1042's for NRA (Non Resident Aliens)
Ability to issue 1099s for fringe benefits to retired employees (e.g., domestic
PAY 219.00 partner health benefits which are taxable), or to interface with County's financial
system to send such 1099 information for release from that system
PAY 220.00 Ability to generate employee FICA, and Medicare reports
PAY 221.00 Ability to generate Savings bond reporting (e.g., balances, purchases)
PAY 222.00 Ability to generate retirement system reports on demand
PAY 223.00 Ability to meet state and federal quarterly and year end reporting requirements
224.00 Ability to generate state and federal quarterly information to the agencies and the
PAY IRS
225.00 Ability to forward all withholdings and deductions to state and federal agencies
PAY electronically
PAY 226.00 Other user-defined reports
UTILITY BILLING
UTIL 1.00 Store a minimum of seven (7) years of monthly reading and consumption
UTIL 2.00 Consumption and meter readings available for entire account history
UTIL 3.00 Sum multiple registers of a compound meter
Import and Export data via commonly used applications (MS Office Suite, Excel,
UTIL 4.00 Word)
UTIL 5.00 User-defined security settings (role based)
UTIL 6.00 Receive, adjust, refund customer deposits
System can allow meter exchange during a billing cycle and maintain total
UTIL 7.00 consumption and reads for both old and new meters
UTIL 8.00 Workflow capabilities for all modules and functionality
UTIL 9.00 Transfer customers from one premise to another with customer history information.
Bill internal departments and post payment to the appropriate budgetary account
UTIL 10.00 at the same time.
UTIL 11.00 Full/entire customer history
UTIL 12.00 Full/entire premise history
UTIL 13.00 Create Braille and large print bills and meet other ADA requirements
UTIL 14.00 Create bills in multiple languages (example: Spanish)
UTIL 15.00 Ability to interface w/ truck scales and comply w/ regulations
UTIL 16.00 Ability to import transactional ticket data from Wheelabrator and Beck
UTIL 17.00 Ability to bill by location (landfill, Wheelabrator plant)
UTIL 18.00 Ability to bill by company (Broward County, Debris Management Center)
UTIL 19.00 Real time transactional ticketing
UTIL 20.00 Post scale and misc tickets
UTIL 21.00
Update customer and vehicle records real-time so remote site landfill gets updates
UTIL 22.00 Allow magnetic strip reading of drivers' licenses in ticketing module
UTIL 23.00 Ability to import/export hauler vehicle records to Wheelabrator
Import data when an annexation occurs from an external source (Town, County,
UTIL 24.00 Assessor)
UTIL 25.00 Mass conversion of records and customer data based on annexation
UTIL 26.00 Mass change of records and customer data based on annexation
UTIL 27.00 Export data to Excel and other spreadsheet applications (MS Office Suite)
System must accept meter readings in either thousands without entering
UTIL 28.00 additional zeros or other user-defined
UTIL 29.00 System must interface with automated meter reading systems
UTIL 30.00 System must interface with GIS (The City currently uses ESRI)
UTIL 31.00 System must integrate with financial applications in real time
UTIL 32.00 Ability to integrate via open API with other user-defined systems
UTIL 33.00 Bill To capabilities (ability to determine who to bill)
UTIL 34.00 Default customer capabilities
UTIL 35.00 Mass-update / global rate change capabilities (5% global rate increase)
Free form notes entered on customer or property records will display by note type,
UTIL 36.00 chronological order or other user defined criteria
UTIL 37.00 Notes are searchable
UTIL 38.00 Integration with IVR (interactive voice response)
System can accept meter readings from multiple methods including leading meter
UTIL 39.00 reading technologies in real time
UTIL 40.00 System maintains an audit trail for any changes
UTIL 41.00 Automatic letter generation
Global data carry-over - (Current customer information is displayed as default when
UTIL 42.00 new forms are opened, if necessary)
UTIL 43.00 Email directly out of utility billing module
UTIL 44.00 One-Time billing capabilities
UTIL 45.00 Non-service billing capabilities ( i.e. 3rd party, someone knocks over a fire hydrant)
UTIL 46.00 Customer email notification for bill availability
UTIL 47.00 System capabilities for on-line billing (online customer payments)
UTIL 48.00 Online bill presentment
UTIL 49.00 View account history online for a minimum of two (2) years
UTIL 50.00 Request creation and closure of account online
UTIL 51.00 Reset password capabilities
UTIL 52.00 Multiple payment methods:
UTIL 52.01 Credit, Debit
System must allow adding user defined fields (Please identify in comments field any
UTIL 61.00 limitations)
UTIL 62.00 Other user defined fields
UTIL 63.00 Non-residential customer accounts to include:
Commercial, industrial, government (create user-defined fields within each
UTIL 64.00 customer account)
System will prompt user if assigning an address to an account that is already
UTIL 65.00 assigned (e.g., validates that address is multi-unit property)
UTIL 66.00 Customer payment history maintained across changes in service address.
Capture customer deposits in a subsidiary ledger and associate with the customer
UTIL 67.00 record in relation to status changes (e.g., deactivation) to prompt an action by user.
UTIL 68.00 Capture date and time stamp information in a free form text field.
System provides a special customer flag for bulk customers that can be searched in
UTIL 69.00 case of emergency.
All accounts- commercial account is a premise ( if it changes from a law office to a
UTIL 70.00 beauty shop) system needs to prompt user that facility use has changed
Calculates standard fees with effective dates using user provided formulas or tables,
UTIL 71.00 with history of any changes made
UTIL 72.00 System can calculate fees based on the following: gross receipts, per unit basis,
activity, location within the city (inside or outside a special district), or other criteria
UTIL 72.01 Gross receipts
UTIL 72.02 Per Unit
UTIL 72.03 Activity
UTIL 72.04 Location
UTIL 72.05 Other user-defined criteria
System can distinguish between city taxes and special district charges and treat
UTIL 73.00 each differently
UTIL 74.00 System can distinguish between special district charges and other fees
UTIL 75.00 System displays balance amount on screen when application is entered
UTIL 76.00 System displays rate computation and fee amount before posting
Tracks fee collections and receivables, provide for late penalties and interest as
UTIL 77.00 appropriate, and generate payment receipts
UTIL 78.00 Calculate, generate, and track multi-tiered fees
Calculate fees with a base fee plus additional charge based on various user-defined
UTIL 79.00 factors from multiple tables (e.g. square footage, numbers and types of employees)
UTIL 80.00 Calculates fees based on a fee schedule with varying penalty and interest rates
UTIL 81.00 Calculates fees based on a prorated schedule
Allows users to override default fee with a manual amount (subject to appropriate
UTIL 82.00 security)
UTIL 83.00 Allows users to suppress fees (subject to appropriate security)
UTIL 84.00 Reports on types of licenses issued over a user-defined period
UTIL 85.00 Look-up license by multiple fields including:
UTIL 85.01 Proprietor name
UTIL 85.02 Business name
UTIL 85.03 Doing business as name (DBA)
UTIL 85.04 Address
UTIL 85.05 SSN or Tax ID Number
UTIL 85.06 Parcel number
UTIL 85.07 Mailing name
UTIL 85.00 Generates a report on expired licenses
Broward County, FL RLI #R0866301R1: Centralized ERP Solution 210of 488
VENDOR FIT-GAP RESPONSE CODES (Insert In Functionality Type Column Below For Each Requirement):
F = Fully Provided "Out-of-the-Box CF = Custom Fields Required
CO = Configuration (no changes to underlying source code) M = Modification/Customization (change to source code)
TP = Third Party Software Required U = Unable to Meet Requirement
Produces a report on the licenses that will expire within a user-defined time period
UTIL 86.00 by type of license
UTIL 87.00 Prints renewals and renewal notices by the same groupings as LIC 31.00
UTIL 88.00 Prints billing statements by the same groupings as LIC 31.00
UTIL 89.00 Generates ad hoc reports based on any element in the Licensing module
UTIL 90.00 The following are standard reports the system must produce:
UTIL 90.01 Activity on the account, broken out by payment/credit/adjustment
UTIL 90.02 Statistical issuances (e.g., number of licenses issued, etc)
UTIL 90.03 Certified licenses report
UTIL 90.04 Cash report daily and/or by user-defined date range
UTIL 90.05 Cash summary daily and/or by user-defined date range
UTIL 90.06 Licenses needing decals
UTIL 90.07 Remit daily cash disbursement
UTIL 90.08 Signup business licenses w/no tax info
UTIL 90.09 Unposted payments
UTIL 90.10 Certified contractors
UTIL 90.11 Certified hold licenses report
UTIL 90.12 Closed businesses with a balance
UTIL 90.13 License memo status
UTIL 90.14 Licenses missing certificate of occupancy
UTIL 90.15 NSF business licenses report
UTIL 90.16 Penalty assessment report
UTIL 90.17 Aging management report
UTIL 90.18 Aging work report
UTIL 90.19 Business improvement district (BID) charge report
UTIL 90.20 BID charge detail report
UTIL 90.21 Bulk data entry report (assessment values, gross receipts, etc)
UTIL 90.22 Business license with rollover (balance carried forward)
UTIL 90.23 Business tax record certified
UTIL 90.24 Business tax record non-certified
UTIL 90.25 Licenses with an extension
UTIL 90.26 New business created
UTIL 90.27 Proactive residential inspection program (PREP) surcharge report
UTIL 90.28 Gold seal program report (PREP exemptions)
UTIL 90.29 All active accounts
UTIL 90.30 Un-issued certificate of occupancy report
UTIL 90.31 Other user-defined reports
UTIL 91.00 Support billing for a minimum of twenty(20) agencies
UTIL 92.00 Provide exception audit reports with user-defineable parameters
UTIL 93.00 Allow for multiple corrections and reports to be run multiple times
Generate bills that allow for a minimum of nine(9) services with one(1) or
UTIL 94.00 more taxes on one(1) or more services. Each service should be recorded
separately on the bill and billing history.
Billing register must contain both the consumption and billing amount.
UTIL 95.00 Printable in user defined order.
Allow entry of free form messages on the billing statement. Should be date
UTIL 96.00 activated and print by individual bill, route, range, and.or zip.
System should provide for multiple types of workorders. Must track work
UTIL 97.00 order history by type and date.
Generate account history including acct no., acct name, activity, and status
UTIL 98.00 of the bill to include if estimated and why.
Generate report that shows pending liens, actual liens, and interest
UTIL 115.00 amounts.
Allow customer inquiry by customer number, cycle and location, customer
UTIL 116.00 name, service address, meter number, folio number, telephone number,
and social security number.
UTIL 117.00 Recognize deliquent accounts and print them by user defined parameters
Allow creation of automatic cutoff work orders by user defined range with
UTIL 118.00 override capabilities.
Generate report of all delinquent customers by user specified amount and
UTIL 119.00 date range.
Automatically assess service charges upon completion of work orders and
UTIL 120.00 generate customer notices.
Track payment installment commitments and include the user ID and notes,
UTIL 121.00 generating reports when commitments are not met and report on number
of payment commitments and defaults within a given period.
Allow maintenance of owner names, address, folio numbers, and property
UTIL 122.00 descriptions in addition to customer information.
UTIL 123.00 Track customers with pulled and turned off meters.
Provide online, realtime access to Point of Sale devices including PC, ATM,
UTIL 124.00 cash drawer, and receipt printer. Should also provide access via e-
commerce and check cashing facilities.
UTIL 129.00 Allow for batch interface with existing Maximo work order system
UTIL 130.00 Provide meter sequencing per route
UTIL 131.00 Provide manual input and correction of meter readings
Generate, at a minimum, revenue and consumption reports by agency,
categorized into separate section and detailed by cycle, rate code and
UTIL 132.00 meter size including summaries for revenue consumption and average rate
issued.
Generate Unbilled Revenue Report by rate comparison and cycle in
UTIL 133.00 summary form.
Generate Aged Accounts Receivable Report to include a detail and
UTIL 134.00 summary section with both active and inactive accounts by receivable
type.
Generate a Billing and Payment summary, a journal voucher, and a batch
UTIL 135.00 file for transmission to the accounting office.
Create an exception file containing accounts from returned customers liens
UTIL 136.00 on demand for transmission to the remittance processing system.
UTIL 137.00 Generate customer deposit report.
UTIL 138.00 Generate budget to actual revenue reports
Provide projected revenues based on proposed rates, growth and seasonal
UTIL 139.00 factors.
Generate a final account of deposit refund report by user specified date
UTIL 140.00 range.
UTIL 141.00 Generate fixed and variable rate revenue reports.
UTIL 142.00 Generate report on payment priority
UTIL 143.00 Provide revenue and consumption modeling.
UTIL 144.00 Allow for identification and sorting of accounts by revenue class.
Broward County, FL RLI #R0866301R1: Centralized ERP Solution 215of 488
VENDOR FIT-GAP RESPONSE CODES (Insert In Functionality Type Column Below For Each Requirement):
F = Fully Provided "Out-of-the-Box CF = Custom Fields Required
CO = Configuration (no changes to underlying source code) M = Modification/Customization (change to source code)
TP = Third Party Software Required U = Unable to Meet Requirement
Module is integrated with other functions, such as accounts receivable (Please list
LIC 5.00 any limitations in the comments column)
LIC 6.00 System maintains a history of license renewals
LIC 7.00 The system provides the following letters/statements:
LIC 7.01 Renewal letters
LIC 7.02 User-defined fields
LIC 8.00 System can produce billing statements
Identifies non-renewable license types and automatically removes these upon
LIC 9.00 expiration from active license list
LIC 10.00 The system is capable of performing mass updates
LIC 11.00 System can restrict issuance of (a) license(s)
LIC 12.00 Maintains information on applicant including:
LIC 13.00 Integrated customer information from common database
LIC 13.01 Applicant name
LIC 13.02 Business name
LIC 13.03 Doing business as name (DBA)
LIC 13.04 Business type
LIC 13.05 Geographic district
LIC 13.06 NAIC and SIC code
LIC 13.07 Address (multiple)
LIC 13.08 9- digit zip code
LIC 13.09 Telephone (multiple)
LIC 13.10 Email (multiple)
LIC 13.11 Date of issuance of license
LIC 13.12 Date of expiration (if applicable)
LIC 13.13 Account manager
Calculates standard fees with effective dates using user provided formulas or tables,
LIC 23.00 with history of any changes made
System can calculate fees based on the following: gross receipts, per unit basis,
LIC 24.00 activity, location within the city (inside or outside a special district), or other
criteria:
LIC 24.01 Gross receipts
LIC 24.02 Per Unit
LIC 24.03 Activity
LIC 24.04 Location
LIC 24.05 Other criteria
System can distinguish between city taxes and special district charges and treat
LIC 25.00 each differently
LIC 26.00 System can distinguish between special district charges and other fees
LIC 27.00 System displays fee amount on screen when application is entered
LIC 28.00 System displays rate computation and fee amount before posting
Tracks fee collections and receivables, provides for late penalties and interest as
LIC 29.00 appropriate, and generates payment receipts
LIC 30.00 Calculates, generates, and tracks multi-tiered fees
Calculates fees with a base fee plus additional charge based on various user-defined
LIC 31.00 factors from multiple tables (e.g. square footage, numbers and types of employees)
LIC 32.00 Calculates fees based on a fee schedule with varying penalty and interest rates
LIC 33.00 Calculates fees based on a prorated schedule
Allows users to override default fee with a manual amount (subject to appropriate
LIC 34.00 security)
LIC 35.00 Allows users to suppress fees (subject to appropriate security)
FLT 1.22 The system supports shop labor rate changes as cost increases.
FLT 1.23 Supports use of multiple labor rates.
FLT 1.24 Provides the ability to report upon man hour utilization.
Supports multiple mechanics and multiple work hours against one labor code for a
FLT 1.25 piece of equipment.
Maintenance operation module transactions are sent to the billing module for
FLT 1.26 periodic billing.
Supports the ability to report upon excessive labor hours against standard labor
FLT 1.27 rates in combination with the equipments vehicle equivalent value.
Supports the ability to keep track of performance rate and cost recovery rate for
FLT 1.28 each site.
FLT 1.29 Supports electronic approval of transactions at various levels.
FLT 2.00 External Repair Work
The system supports capture of special outside fleet services repair agreements for
FLT 2.01 individualized tasks.
Equipment being worked on by sublet contractors is flagged for reporting, and a
FLT 2.02 report exists.
Sublet repair work may be tracked by vendor, type of repair, repair site, type of
FLT 2.03 vehicle and repair order number.
Generate and review an example of a standard report format which identifies all
FLT 2.04 equipment that had repairs during a specified time period.
FLT 3.00 Rental Fleet Operation
System supports generation of: Rentals Profit and Loss Statement, Equipment
Number, Flat rate per piece of equipment, Miles used, Mileage cost, Total cost,
Profit or loss Monthly Service Billing, Date, Equipment Number, Description of
charged for rental, Number of days rented, Rate per day, Miles operated, Rate per
FLT 3.01 mile, Amount billed Motor Pool Reservation (can be printed), Customer Number,
Class Code, Tag Number, Equipment Number, Motor pool Number, Starting Date,
Ending Date, Begin mileage, Ending mileage, Rented to Replace Equipment Number,
Rental for Work Order Number, Gas Card Issued (number or yes/no)
FLT 4.03 Rental transactions are captured, updated, and edited on-line.
Provides a method for recording mileage out and in and capturing user signature
FLT 4.04 and printed name.
FLT 5.00 Warranty Component Tracking
FLT 5.01 Provides for after-market component warranty tracking.
The system supports tracking of major components -transmissions, alternators, tires
FLT 5.02 etc - in view of performance of the original component as well as warranty tracking
on re-built components.
When equipment is scheduled for sale, a report can be prepared which includes the
FLT 6.03 following from the Equipment History Module:
Equipment number, Make, model, year, type, Cost Center, Fixed asset number,
FLT 6.04 Odometer or Hour meter reading, Original purchase price
The system provides documentation such as requisition specification and estimated
FLT 6.05 costs to support the procurement process.
FLT 6.06 The equipment file can be updated with requisition and purchase order numbers.
The system supports use of status codes to defer billing the using organization for a
FLT 6.07 new piece of equipment until after all data has been entered for that new piece of
equipment.
FLT 6.08 Equipment flagged as surplus can be segregated for reporting.
The system maintains a birth certificate for each piece of equipment containing
FLT 6.09 tag, license, purchase date, type of data.
Add new pieces of equipment to the system, assigning a unique equipment
FLT 6.10 identification number.
FLT 7.00 Parts Management
Inventory system includes the following fields: Inventory location County Part
FLT 7.01 number (based on ATA numbering system) Vendor Part number Unit price Bin
location of item Quantity on Hand Unit of measure Unit price
The following standard processes are supported, with audit trails provided: Stock
FLT 7.02 Receipts/reduction of on-order quantity Stock Issue for Repair Orders Stock Transfer
Stock Requisition/Order Physical Inventories Inventory Adjustments.
FLT 7.10 Availability of parts can be checked for a work order before the work begins.
Parts can be reserved and notification made to the storekeeper of the need for
FLT 7.11 potential special orders.
The system supports use of parts kits, so that when a standard preventive
maintenance job is requested the mechanic can request a kit of parts which will
FLT 7.12 automatically update the inventory for the kit with one transaction rather than
several.
The system supports issuance and receipt of large numbers (99,999) of units per
FLT 7.13
month for each item.
Application security can limit update access to selected individuals, while giving
FLT 7.14
broad inquiry access.
On-line query access to inventory levels by part number and inventory location is
FLT 7.15 supported.
FLT 7.16 It is possible to maintain multiple locations for each part line item.
FLT 7.17 New, used, and rebuilt items can be tracked.
The system allows for inventory adjustments or write-off of obsolete items on a
FLT 7.18 secured basis.
The system handles returns and keeps track of credits for application to accounts
FLT 7.19 payable and purchase order balances.
FLT 7.20 The system supports multiple reorder methods for maintaining stock levels.
The system provides for entry of physical inventory counts by item when counts are
FLT 7.21 different that on-hand book values.
A one-time purchase of special parts is possible without adding a new item number
FLT 7.22
for each part, but keeping track of that purchase.
The system supports tracking of purchases and provides audit lists/files for interface
FLT 7.23 to the Countys Financial System for Accounting and Purchasing updates.
FLT 8.03 The system supports cost markup on fuel by percentage increase and dollar add-on.
The system maintains fuel usage by dollar value, fuel type, and physical unit of
FLT 8.04 measure.
The system supports the ability to handle multiple fuel types such as gas, gas diesel,
FLT 8.05 natural gas, propane, electricity, etc.
FLT 8.06 Additional fuel types and fuel units of measure may be established and tracked.
FLT 8.07 Billing
Partial billings, allowing a work order to stay open but billing the using division for
FLT 8.08 labor hours completed, sublet repairs completed, and parts issued as of the billing
date is supported.
FLT 8.09 The system supports different terms for leased equipment.
FLT 8.10 A 30 digit cost center code is supported.
Secured on-line updates/corrections to billing, with audit trail provided, is
FLT 8.11 supported.
FLT 8.12 Automated calculation and recording of equipment depreciation is supported.
Special charges or adjustments can be entered for billing purposes, and an audit
FLT 8.13 trail is provided.
Internal billing via journal entry and external billing via invoice generation is
FLT 8.14
supported.
System supports charging using divisions for insurance based on rates established
FLT 8.15 by the Countys Risk Management Division for the Insurance Service Fund.
An audit list of these charges per piece of equipment can be produced on a monthly
FLT 8.16 basis.
It is possible to process information for other jurisdictions or elected officials as a
FLT 8.17 service bureau type arrangement, and a chargeback technique with an audit trail
is available.
FLT 9.00 Capital Recovery
The system supports the straight line method for equipment depreciation, capital
FLT 9.01 recovery, and due for replacement. The time frame is flexible, and depreciation
schedules can be set up in advance.
FLT 10.00 History
It is possible to produce, on request, a list of equipment due for replacement based
FLT 10.01 on equipment history and the formulas stored for each piece of equipment, and on
selection criteria entered at the time of the request.
Event triggers can be designed to flag equipment due for replacement based on
FLT 10.02 reaching selected table driven values.
System supports update to the equipment file with sold/retired equipment,
FLT 10.03 retention of historical records for 3 to 5 years, and making historical records
accessible via selective search criteria.
FLT 10.04 Equipment can be re-activated under a new number.
FLT 11.00 Security
Application includes a multilevel security system which can be applied by user logon
FLT 11.01 identification code to specific portions of modules within the total system.
FLT 11.02 Application, file, and field level security is available, as is field value level security.
FLT 11.03 Reporting
FLT 11.04 The system includes parameter driven standard reports and queries.
FLT 11.05 The system includes an intuitive report/query generation tool.
FLT 11.06 The report generator supports creation of ad hoc reports.
FLT 11.07 Report specifications can be saved and resubmitted.
FLT 11.08 The system supports on-line report preview.
FLT 11.09 The system supports the ability to download data into a PC for data manipulation.
It is possible to query the equipment master file and retrieve accident information
FLT 11.10 by equipment type, driver, using organization.
Equipment on Order information is available in hard copy report and/or on the
screen by the following: Cost Center User organization name Type of equipment
FLT 11.11 Requisition and purchase order number Vendor Purchased by department
Equipment number Make and model of piece of equipment
FLT 11.12 Replacement modeling reports exist or can be developed.
FLT 11.13 Daily Work Order Summary Report includes Parts, Labor, and Sublets.
FLT 11.15 System provides the ability to capture/calculate operating cost on a per mile basis.
Schedules on annual PMC list and allows for adjustments where needed to
FLT 11.16 compensate for scheduling based on available shop labor hours.
Report available of uptime percentage by type within general purpose, special
FLT 11.17 purpose, construction equipment, fire trucks, and small equipment.
FLT 11.18 Can generate an operating cost report with down time percentages.
Supports cost analysis of general purpose equipment by user agency, and cost by
FLT 11.19 year and model summary.
Supports cost analysis of special purpose equipment, cost by type code, and cost by
FLT 11.20
type code for special purpose equipment.
TRAFFIC ENGINEERING
TRA 1.00 General Traffic Engineering
Provide a web based automated work order system for Traffic Engineering Division
TRA 1.01 related tasks.
Provide an automated work order system that can process both routine and
TRA 1.02 declared emergency tasks related to a specific emergency event.
Electronically process work order, job request, trouble report and data collection
TRA 1.03 tasks using LAN or wireless connectivity for both routine work and declared
emergency events.
Provide a damage assessment module which automatically produces declared
TRA 1.04 emergency work orders. This feature should be available both by LAN and wireless.
Provide a print attachment program that will produce a report of all work order
tasks (emergency or routine) and all associated attachments filtered by a specific
TRA 1.05 timeframe. This program should output to a FTP file or produce a hard copy
printout.
Provide a local data repository, avoid data redundancy, and provide data
TRA 1.06 accessibility/availability.
Facilitate Coordination between Work Order Participants and other County
TRA 1.07 Agencies.
Tightly integrate internal Division Sections to enhance communication and
TRA 1.08 accountability.
Ability to generate report files in delimited, ASCII, PDF, MS WORD, and XML
TRA 1.09 formats.
Ability to export report files to delimited, ASCII, PDF, MS WORD, and XML formats.
TRA 1.10
TRA 1.11 Electronic Tracking, Escalation and Execution of Events.
TRA 1.12 Method to ensure no duplicate tasks are issued.
Provide access both using LAN and wireless to a signalized intersection inventory
TRA 1.13 with photos and scaled drawings of the signalized intersections.
Provide access both using LAN and wireless to a school flasher inventory with
TRA 1.14 photos and scaled drawings.
Document and report the cost of labor, materials and vehicles for both routine
TRA 1.15 maintenance and individual declared emergencies events.
Provide statistical data and reporting for FEMA & FHWA reports for individual
TRA 1.16 declared emergencies events.
Provide a restoration level status of the signalized intersections and school flashers
TRA 1.17 after a declared emergency event.
Provides the EOC with GIS map data of the current restoration level of the signalized
TRA 1.18 intersections and school flashers after a declared emergency event.
Ability to interface with GIS and Microsoft Office applications including SharePoint
TRA 1.19 and Exchange.
TRA 1.20 Provide online User defined address books.
TRA 1.21 Provide on demand read only data views of system data.
Eliminate/reduce paper trails transforming and enhancing Division policies and
TRA 1.22 procedures with electronic capabilities.
TRA 1.23 Supports Object Linking and Embedding (OLE) file attachments
TRA 1.24 Provide Interfaces with 3rd party Applications.
TRA 1.25 System to run on the most current database platform.
TRA 1.26 Future Enhancement requests to the System be available.
Future FEMA , FHWA and Broward County Daily FEMA Reports Enhancement
TRA 1.27 requests be available.
Provide capabilities and support to generate statistical and decision Management
TRA 1.28 Reporting on demand.
TRA 1.29 Provide performance measurement tools and reports.
Provide system performance measurement reporting and ability to generate
TRA 1.30 customized reporting.
TRA 1.31 User GUI be easy to navigate.
TRA 2.00 Data Structures
Provide table structures for signalized intersection data with attachments of scaled
TRA 2.01 drawings and photos.
TRA 2.02 Provide table structures for signalized intersection timing data.
TRA 2.03 Provide table structures for street light data.
Provide table structures for school flasher data with attachments of scaled drawings
TRA 2.04 and photos.
TRA 2.05 Provide table structures for attachments of scaled drawings and photos.
TRA 2.06 Provide a table structure for signalized intersection FPL accounts.
TRA 2.07 Provide a table structure for computer and network equipment inventories.
TRA 2.08 Provide a table structure for portable radio inventory.
TRA 2.09 Provide a table structure for vehicle radio inventory.
TRA 2.10 Provide a table structure for vehicle inventory.
TRA 2.11 Provide a table structure for signage inventory including costs.
Provide a table structure for all traffic signal equipment inventory including costs.
TRA 2.12
TRA 2.13 Provide a table structure for Traffic Planning Division Quarterly Count data.
Provide a data table with types of damage to report during a declared emergency
TRA 2.14
TRA 2.15 Provide a data table of Broward County street names.
TRA 2.16 Provide a data table of Broward County municipality names.
TRA 2.17 Provide a inventory data table of Broward County signage including location.
Provide a inventory data table of Broward County traffic signal equipment including
TRA 2.18 location.
TRA 3.00 Job Request
Electronically process Job Requests data. Job Requests are internal User requests
TRA 3.01 and Citizen concern requests.
Provide a method for job requests to be checked for duplicate tasks that have
TRA 3.02 already been issued.
TRA 4.00 Job Requests Reports
Provide capabilities and support to generate statistical and decision Management
TRA 4.01 Reporting on demand.
TRA 4.02 Provide performance measurement tools and reports.
Provide a method for trouble reports to check that a duplicate work orders
TRA 5.02 duplicate tasks has not been previously issued.
Capture dispatch source, dispatch time, arrival time, completion time, odometer,
TRA 5.03 vehicle, Technician, reported issue and issue found.
Capture traffic signal controller information and status if trouble call is traffic signal
TRA 5.04 related.
TRA 5.05 Capture signage information and status if trouble call is traffic sign related.
Automatically generate a work order task based on the type of problem dispatched
TRA 5.06 if warranted.
TRA 6.00 Trouble Calls Reports
Provide capabilities and support to generate statistical and decision Management
TRA 6.01 Reporting on demand.
TRA 6.02 Provide performance measurement tools and reports.
TRA 6.03 Provide system performance measurement reporting and ability to generate
TRA 6.04 customized
Provide timereporting.
and date report of all trouble reports dispatched
TRA 6.05 Provide a trouble call report of all dispatched calls issued to specific location during
a specific time frame.
TRA 7.00 Data Collections & Traffic Counts & MOT & Review
Electronically process Data Collection work orders. Data Collections are Traffic
TRA 7.01 Studies requested within the Division.
Provide a method for Data Collections to be checked for duplicate tasks that have
TRA 7.02 already been issued.
Provide ability to attach documents including PDF to the Data Collection request.
TRA 7.03
TRA 7.04 Provide a two tier approval system to the Data Collection request.
TRA 7.05 Electronically process Broward County Traffic Planning Traffic Count tasks.
TRA 7.06 Electronically populate and filter the ADT traffic count data into the system.
Traffic count data to include the location ID, location, directions, region and status
TRA 7.07 flag.
Capture MOT (Maintenance of Traffic) requests including location, Requestor,
TRA 7.08 permit type, permit information, municipality, approved date, closure type,
barricade company, contractor info, status and closed date.
TRA 8.04 ADT daily/monthly report filter by date and Technician number.
TRA 8.05 ADT station report filter by date and count region.
ADT station report filter by daily/monthly report filtered by date and Technician
TRA 8.06 number.
TRA 8.07 MOT report filter by location.
TRA 8.08 MOT report filter by query filter search.
TRA 8.09 Pavement & Drainage projects filter by status and date range.
TRA 9.00 Traffic Engineering Administration Section
TRA 9.01 Provide an automated method to process internal requisitions and purchases.
TRA 9.02 Provide a method for tracking PC and network requests.
TRA 9.03 Provide a method for tracking telephone requests.
Provide a method for requesting vehicle maintenance and repairs from the Vehicle
TRA 9.04 Liaison.
TRA 9.05 Provide a method to track computer/network equipment inventory and repairs.
TRA 9.06 Provide a method to track vehicle inventory, maintenance and repairs.
TRA 9.07 Provide warehouse inventory control with barcode controls.
Provide automated method to review and modify labor rates, materials and vehicle
TRA 9.08 costs.
TRA 10.00 Traffic Engineering Administration Section Reports
Provide capabilities and support to generate statistical and decision Management
TRA 10.01 Reporting on demand.
TRA 10.02 Provide performance measurement tools and reports.
Provide system performance measurement reporting and ability to generate
TRA 10.03 customized reporting.
TRA 10.04 Reports for internal requisitions and purchases.
TRA 10.05 Reports for PC & Network service requests.
TRA 13.05 Import and update annual form letters mailed to schools.
TRA 13.06 Traffic Engineering Special Projects Section Reports
TRA 13.07 Provide Locations by school.
TRA 13.08 Provide Zone listing.
TRA 13.09 Provide School flasher timing sheet.
Broward County, FL RLI #R0866301R1: Centralized ERP Solution 240of 488
VENDOR FIT-GAP RESPONSE CODES (Insert In Functionality Type Column Below For Each Requirement):
F = Fully Provided "Out-of-the-Box CF = Custom Fields Required
CO = Configuration (no changes to underlying source code) M = Modification/Customization (change to source code)
TP = Third Party Software Required U = Unable to Meet Requirement
TRA 20.02 Capture signs installed and maintained throughout the County (over 40,000)
TRA 20.03 Track materials used and costs for sign installations
TRA 20.04 Monitor labor and vehicle costs
TRA 20.05 Capture signs installed and maintained throughout the County (over 40,000)
TRA 20.06 Track materials used and costs for sign installations
TRA 20.07 Monitor labor and vehicle costs
TRA 20.08 Scheduling appropriate personnel for emergency standby duties
TRA 20.09 Ability to process internal purchase requisitions
TRA 20.10 Ability to scheduling vehicles for maintenance and repair bimonthly
TRA 20.11 Process and track motor pool repairs and costs
TRA 20.12 Track expenditures for Section needs related to the budget
TRA 20.13 Track performance measures
TRA 20.14 Ability to send documents/reports electronically to various departments
TRA 20.15 Access work orders and phases
TRA 20.16 Ability to track and follow-up on complaints
TRA 20.17 Monitor Sign Shop productivity, inventory & costs
TRA 21.00 Traffic Engineering Sign Section Reports
TRA 21.01 Provide Sign Reports monthly and quarterly, daily on demand
TRA 21.02 Ability to batch task reports
TRA 21.03 Sign Shop monthly and quarterly reports for budget
TRA 21.04 Ability to print internal purchase requisitions
TRA 22.00 Traffic Engineering Sign Shop
Sign Shop Inventory connected to warehouse to keep stock up to date and ahead of
TRA 22.01 demands
TRA 22.02 Work order tracking
TRA 22.03 Location Tracking (GPS LOCATIONS) possible Photos of the location.
SIGN LAYOUT (design) connected to location report to keep uniformity in sign
TRA 22.04 design and number of signs at the location
TRA 22.05 OUTSIDE billing for service requisitions connected to the system
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