Beruflich Dokumente
Kultur Dokumente
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
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
Integrated systems pass transactions, data and information completely, seamlessly
IT 23.00 and automatically
IT 24.00 Supports customizable wizards & templates to develop transactions.
IT 25.00 Uses built-in toolsets to develop County forms templates.
Click & drag items both on and off forms from an easy view data dictionary,
IT 26.00
independent of actual database structure
No restriction on location of items on forms (e.g. selecting data elements/fields or
IT 27.00 blank fields from multiple modules onto the same form)
Ability to create multi-part forms with standard Windows controls, (e.g. radio
IT 28.00
buttons, pull-downs, look-ups, calendars, VCR buttons).
IT 29.00 Support 8 1/2 x 11 printing paper (optional printing size)
IT 30.00 Records transaction date, user log in, data entry date and posting date
IT 31.00 Records user log in and data entry date for changes made to a data table
IT 42.00 Ability to link to files located in a document management system (e.g. SharePoint)
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)
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
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.
118.06 Input data from conversions as drawn from client databases without requiring the
IT 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 25.00 Validates entries based upon the account status within the effective date range.
Ability to designate each general ledger account by a user-definable "account type"
GL 26.00 as follows:
GL 26.01 Asset account
GL 26.02 Liability account
GL 26.03 Fund equity account
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.
Narrative description is editable as the transaction progresses through a work flow
GL 46.00 approval process.
GL 47.00 Associate digitized image files to the journal entry record via a web link pointer
GL 48.00 Validate field values within the journal entry screen.
GL 49.00 Accommodate the following correction options, at a minimum, prior to posting:
GL 49.01 Delete the journal entry
GL 49.02 Change/edit the journal entry
Broward County, FL RLI #R0866301R1: Centralized ERP Solution 13of 482
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
Enable those in the approval path a "view" of a pending journal entry that has not
GL 49.03 yet posted
GL 49.04 Reference the original entry that is being corrected by this entry, by number
GL 49.05 Suspend the transaction for later handling
GL 50.00 Accommodate non-receivable revenues (i.e., interdepartmental cost allocations).
Create budget relationships (e.g., salary changes automatically adjust benefits and
BP 10.00 vice versa).
BP 11.00 Supports the following types of budgets:
BP 11.01 Organization view:
BP 11.02 Vertical (department grouping of common functions)
BP 11.03 Department
BP 11.04 Division
BP 11.05 Grant number
BP 11.06 Program
BP 11.07 Project
BP 11.08 Financial view:
BP 11.09 Fund type (e.g., operating)
BP 11.10 Fund
BP 11.11 Appropriation unit
BP 11.12 Line Item
BP 11.13 Planning view:
BP 11.14 Multi-year Capital Plan
BP 11.15 Multi-year Financial Plan
BP 11.16 Revenue Planning
BP 11.17 Ad hoc views
System accepts entry of budget requests at all organizational levels based on user
BP 12.00 authorization.
BP 13.00 System prohibits multiple users from updating the same record simultaneously.
System prevents department level users from updating budget information after it
BP 14.00 has been submitted.
BP 15.00 Users can review budget baseline and actuals.
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)
BP 18.08 Current year's budget or actual plus/minus a percentage
BP 19.00 Produces budget worksheet information including:
Two or more years historical budget and actual data (inclusion of historical
BP 19.01 data)
BP 19.02 Current year's actual financial results for the last closed period (e.g., FY 08)
BP 19.03 Current Year Original Budget (e.g., FY08)
BP 19.04 Current Year Adjusted Budget (e.g., FY 08)
BP 19.05 Current Year Projected
BP 19.06 Next Year's Budget
BP 19.07 Next Three Years Budget
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.
BP 43.00 The ability to forecast various union contracts scenarios
BP 44.00 Supports user call to interface with position control function for staff budgeting
BP 45.00 System provides for multiple types of positions, including but not limited to:
BP 45.01 Full-time
BP 45.02 Part-time
BP 45.03 Reduced schedule
BP 45.04 Seasonal
BP 45.05 Hourly
BP 45.06 Temporary
System provides the ability to perform the following operations online with the
BP 46.00 proper security authorization:
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
Data can be aggregated easily so that different views of information may be
PM 13.00 obtained:
PM 13.01 By organizational level
PM 13.02 Over standardized and user-selectable past, current and year-to-date time periods
The system provides the ability to manage the performance measurement and
PM 16.00 reporting models including, but not limited to:
PM 16.01 Enterprise-wide Measurement (Balanced Scorecard)
PM 16.02 Performance Measurement Tracking
PM 16.03 Performance Measurement Reporting
PM 16.04 Performance Management Analysis
The system provides the ability to use dashboard-type software (red-light
PM 17.00 indicators)/exception reporting
The performance measurement framework will support multiple perspectives and
PM 18.00 views of information at all levels with identifiable cause-effect relationships
including:
PM 18.01 Financial indicators
PM 18.02 Non-financial indicators (number of employees, volumes, etc.)
PM 18.03 External indicators (public service-oriented)
PM 18.04 Internal indicators (process performance metrics)
The system provides the ability to view and print a standard set of reports, and to
PM 19.00 design custom reports using performance management system data
The system provides the ability to create charts and graphs from performance
PM 20.00 management system data
TREASURY
TR 1.00 Establish default account distributions for each revenue source.
Automatically generate investment earnings allocation journal entries by user-
TR 2.00 defined percentages at the investment level.
TR 3.00 Produces a cash balance by fund report.
TR 4.00 Produces a cash balance by grant / project report
TR 28.00 Tools to support 'what if' derivatives analysis for debt issues to include:
TR 28.01 Fixed to variable rate analysis
TR 28.02 Variable to fixed rate analysis
TR 28.03 Inclusion of issuance / contract fees
TR 28.04 Sensitivity analysis to interest rate changes
TR 29.00 Generate a cash report for Agency & Trust Funds
TR 30.00 Generate a funding source reports at the project level.
TR 31.00 Extract lockbox revenue by type, date and dollar amount.
Initiate a workflow request to authorize a funds transfer. Initiator and two levels of
TR 32.00 approval (all internal to Treasury department)
Report on the balance of cash account codes that are interest bearing and non-
TR 33.00 interest bearing
TR 34.00 Supports a daily cash receipts journal for remote entry of summarized receipts.
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
Default information from the purchase order to the invoice entry screen to simplify
AP 19.00 data entry.
Generate a prepayment transaction prior to receipt of an invoice from a valid PO
AP 20.00 record
AP 21.00 Schedule invoices for payment based on user input due date
Allow for decentralized payment approval (through County Departments) with
AP 22.00 centralized remittance
Initiate an email from the Comptroller's Office (Claims Department) that informs
AP 23.00 the receiver of a payment rejection
AP 24.00 Support line item approval on invoices
AP 25.00 Workflow approvers to include:
AP 25.01 Department receiver
AP 25.02 Project Manager (if applicable)
AP 25.03 Project Sponsor (if applicable)
AP 25.04 Accounting Office
Split an invoice line item across multiple general ledger accounts on a percentage
AP 26.00 basis.
Split an invoice line item across multiple general ledger accounts on a dollar
AP 27.00 amount basis.
Allocate an invoice total across multiple accounts according to a percentage of the
AP 28.00 invoice amount.
AP 29.00 Allocate an invoice total across multiple accounts by dollar amount.
Reinstate an encumbrance for a payment that has passed the matching process, but
AP 30.00 is held up for corrections. Reverse the payable transaction.
AP 31.00 Capture subcontractor utilization information at the time of invoice entry:
AP 31.01 Amount paid
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 49.01 Track prepayment history at the contract (or Purchase Order) level
Offset vendor invoices against prepaid balances for a given contract (or
AP 49.02 Purchase Order)
AP 50.00 Tracks advance payment balance.
AP 51.00 Check for duplicate invoice based upon:
AP 51.01 Invoice #
AP 51.02 Vendor / Dollar amount combinations
Accommodate electronic payments (e.g., EFT, wire transfer, ACH, etc.) with
AP 52.00 electronic remittance advice to the associated vendor.
AP 53.00 Flag an invoice as "disputed" after it has been entered into the system.
AP 54.00 Create multiple electronic payment groupings by EFT, ACH, etc.
AP 55.00 Initiate a request for Treasury to fund remittances via workflow.
AP 56.00 Manually deduct lien amounts from payments to vendors.
AP 57.00 Generate accounts payable checks daily, weekly, monthly or on demand.
AP 58.00 Document garnishment or "factor" remittances with notation to the vendor file.
AP 59.00 Support Positive Pay.
Allow the user (via prompt) to offset open Accounts Receivable invoices against
AP 60.00 open Accounts Payable invoices for the same entity
Produce checks in various sequences (vendor name, zip code, GL account at a
AP 61.00 minimum).
Consolidate multiple invoices for the same vendor on one check, and itemize the
AP 62.00 invoices on the remittance advice.
Generate a special check for one of many invoices processed for the same vendor
AP 63.00 "remit to" information
AP 64.00 Void checks by check number or group of check numbers.
Capture the reissue reason for a check based upon a drop down menu of reasons
AP 65.00 (e.g., stale dated, canceled check, lost, etc.).
AP 66.00 Generate accounting information for void checks that are reissued.
AP 67.00 Enter comments on the remittance advice.
Provide an authorization listing of approved vendor claims for funding prior to
AP 68.00 releasing checks or electronic payments.
AP 69.00 Track employee travel open advance balances.
AP 70.00 Track payments issued to a vendor.
AP 71.00 Allow a Department to inquire on-line as to the status of payments
AP 72.00 Allow a 3rd party vendor to inquire via the Internet on the status of a payment
Change vendor payments on a contract when vendor is acquired / sold to another
AP 73.00 company.
AP 83.00 Report and query from any field within the accounts payable module.
AP 84.00 Create 1099 file for tax reporting purposes.
Accumulate year-to-date figures by calendar year, fiscal year, quarter or other user-
AP 85.00 defined period for:
Purchases by vendor (i.e., by invoice, purchase order/contract number, purchase
AP 85.01 item, chart of account string).
AP 85.02 Purchases by service type and/or commodity code
AP 85.03 Payments to vendor and/or by contract
AP 85.04 Volume by user
AP 86.00 Produce the following reports:
AP 86.01 Vendor Master Listing (by any element in the file)
AP 86.02 Vendor Multiple Address listing
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
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.
Ability to assign secondary approval (e.g., vacation or duplicate approval
AP 110.00 capabilities).
AP 111.00 Ability to track and report electronic approvals.
112.00 Ability for bi-directional approval, e.g. to start with the supervisor and be routed to
AP the employees.
113.00 Ability to set number of approvals required by type of transaction or threshold such
AP as dollar value.
114.00 Ability to automatically re-route transactions if an individual does not act within a
AP specified timeframe.
Ability to provide notifications to parties involved in workflow chain when
AP 115.00 escalation is needed.
AP 116.00 Ability to capture performance statistics based on workflow activity (or inactivity).
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).
AP 121.00 Ability to specify the receivers of broadcast messages (e.g., by bargaining unit, by
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.
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
AR 25.00 Automatically assign sequential customer number.
Preserve customer history (e.g., payment transaction history) that is able to be
AR 26.00 accessed via inquiring on the customer record itself
AR 27.00 Automatically assign sequential invoice number.
AR 28.00 Future date an invoice upon generation
AR 29.00 Generate a credit memo for adjustments to a customer invoice
AR 30.00 Generate a debit memo for adjustments to a customer invoice
AR 31.00 Generate electronic invoices
Workflow approval for invoice issuance enabled at the department level (one
AR 32.00 workflow that is used by all departments).
AR 33.00 Produce recurring billings based upon contract terms without user intervention.
Establish a one-time approval path for recurring invoices for the length of their
AR 34.00 underlying contract terms
AR 35.00 Produce an "on demand" invoice
Generate an invoice from costs accumulated (e.g., labor from a Payroll transaction,
AR 36.00 materials procured via Accounts Payable) in a Projects account
Create an invoice record in the system but not generate a hard copy document (e.g.,
AR 37.00 lease accounts, government claims).
AR 38.00 Associate imaged documentation to an invoice.
AR 39.00 Generate customer statements at user defined date intervals from date of invoice
AR 40.00 Free form text field available at the invoice level
Enable a "tickler" function at the invoice level to send a follow-up reminder to a
AR 41.00 departmental mailbox.
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
Absent an available invoice number, payment is applied to the customer's oldest
AR 52.02 receivable; user confirmation of distribution, the ability to reallocate remittance.
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.
Apply a payment to a "suspense" account for remittances that are pending
AR 55.00 assignment of an account distribution
AR 56.00 Invoice status to include:
AR 56.01 Open
AR 56.02 Closed
AR 56.03 Hold
AR 56.04 Disputed
AR 56.05 Offset
AR 57.00 Edit the penalty or interest charge with appropriate levels of role-based security
AR 58.00 Accommodate multiple payments against a single invoice.
AR 59.00 Account for receipts made in advance as deferred revenues.
AR 60.00 Tools to match payments without a remittance advice include:
AR 61.00 Lookup invoice total amount
AR 62.00 Lookup partial customer name
Lookup ABA routing number on vendor record in AP module (for vendors that have
AR 63.00 selected electronic payments)
AR 64.00 Payment Types:
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 76.00 Open invoices
AR 77.00 Open deferred revenue items (advance payments made by customers)
AR 78.00 Access the customer master by a portion of the customer name.
AR 79.00 Ability to generate a variance report by user or by division for:
AR 79.01 Lists of receipts for daily cash deposits
AR 79.02 Cash receipts registers or journals
AR 79.03 Daily bank deposits
AR 80.00 Ability to list receivables written off with the appropriate accounting entry.
AR 81.00 Ability to accommodate automatic reconciliation to the bank.
AR 82.00 Ability to generate a variance report showing revenue accruals vs. actual collection.
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 16.00 Support three-way matching of documents for the Accounts Payable module
PUR 17.00 Support commodity code (e.g., NAICS, NIGP, etc.)/stock number.
PUR 18.00 Capture and maintain buyer name to each order transaction.
Interface automatic entry of purchasing information into the inventory module
PUR 19.00 (e.g., stock received)
Support creation of a "shell record" from receiving information for the fixed assets
PUR 20.00 module
Maintain history of all purchasing transactions, (e.g., requisitions, bid/quotes,
PUR 21.00 vendor record changes, and receiver information).
PUR 22.00 Support updating general ledger accounts for all procurement transactions.
PUR 23.00 Look up real-time status of in-process purchasing transactions.
PUR 24.00 Track last purchase date and amount for any item.
PUR 25.00 Attach scanned documents to a purchasing record (e.g. requisition)
If a purchase order is cancelled, re-use the requisition for another purchase order
PUR 26.00 approval transaction
PUR 27.00 Document output format- specific form printing
Support EDI or fax capabilities for purchase orders and other vendor/procurement
PUR 28.00 functions.
PUR 29.00 Characterize vendor record status as:
PUR 29.01 Open
PUR 29.02 Grantee
PUR 29.03 Debarred
PUR 29.04 Temporary (one time)
PUR 29.05 Hold payment(flexibility)
PUR 29.06 Inactive
PUR 30.00 Create an enterprise wide, master vendor file which interfaces with other modules.
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:
PUR 63.01 Requisition
PUR 63.02 Purchase order
PUR 64.00 Capture the fixed asset classification code in the purchase requisition.
PUR 65.00 Capture the fixed asset description in the purchase requisition.
PUR 66.00 Inquire on requisitions by:
PUR 66.01 By date
PUR 66.02 By requester
PUR 66.03 By Department
PUR 66.04 By budget account code
PUR 66.05 By commodity
PUR 66.06 By user-defined field
Edit against an account table for valid account codes (i.e., fund, department, object,
PUR 67.00 and/or project).
Track requisitions and automatically date and time stamp (received, accepted,
PUR 68.00
returned, re-received) with notes and comments.
PUR 69.00 Convert lines of requisitions to multiple purchase orders and different vendors.
PUR 70.00 Record the following minimum quote data:
PUR 70.01 Quote number (user-assigned)
PUR 70.02 Minority status, from a table of valid status types
PUR 70.03 Disadvantaged business flag
PUR 70.04 Woman-owned business flag
PUR 70.05 Small business flag
PUR 70.06 Veteran business flag
PUR 113.00 Enforce threshold amounts for purchase orders in relation to:
PUR 113.01 A solicitation limit (not in excess of $10,000)
PUR 113.02 Contracts
PUR 113.03 Approval thresholds
PUR 113.04 Approver or approvers
PUR 114.00 Assign line items from multiple requisitions to Purchase Orders
PUR 115.00 Aggregate requests for identical commodity codes into a single Purchase Order
record
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.
125.00 Enable the user to allocate individual procurement card transactions to the
PUR 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
PR 1.19 Hold
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:
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.
Enables tracking of multiple funding sources for an individual grant, the following at
GR 3.00 a minimum:
GR 3.01 Federal funds
GR 3.02 State funds
GR 3.03 Foundation funds
GR 3.04 Legislative awards
GR 3.05 Local match
GR 3.06 Other user-defined fields
GR 4.00 Track grant expenditure activity to the subcontractor level
Grant activity over multiple years is available for on-line inquiry to County system
GR 5.00 users
GR 6.00 Track revolving loan funds including associated interest and terms.
GR 7.00 Account for grant revenues and expenditures for the following periods:
GR 7.01 Fiscal year
GR 7.02 Grant year
GR 7.03 State fiscal year
GR 7.04 Federal fiscal year
GR 7.05 Grant life to date
GR 8.00 Associate multiple projects to a single grant.
GR 9.00 Associate multiple grants to a single project.
GR 10.00 Establish grant budgets based on multiple fiscal years
GR 11.00 Establish grant budgets based on multiple grant years
GR 12.00 Track administrative costs to a grant.
GR 13.00 Carry forward appropriations at year end to the next grant year.
GR 14.00 Track the following grant application information:
GR 14.01 Grant number
GR 37.00 Roll-up grant to higher levels for internal and external reporting.
Route an electronic approval for permission to apply for a grant (after the header
GR 38.00 record has been created).
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 21.04 Leased, not owned
FA 21.05 Trade-in
FA 21.06 Disposed
FA 21.07 Destroyed
FA 21.08 Missing
FA 21.09 Donated
FA 21.10 Cold Spare
FA 21.11 Hot Spare
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.
FA 32.00 Depreciate based upon defined asset categories.
FA 33.00 Useful life of an asset to change.
FA 34.00 Track the status of an asset with a record of each status change.
Automatically to generate a gain or loss transaction based on the changed status of
FA 35.00 the asset (e.g., from enterprise fund to governmental fund).
FA 36.00 Attach documentation of asset surplus authorization to the asset record.
Generate a physical listing of all assets by Department, location, or other user-
FA 37.00 defined category.
FA 37.00 Transfer an asset between location, funds, Department
FA 38.00 Initiate transfers at the Department level.
"Flag" an asset as "available for use" to support a query by a Department with
FA 39.00 need.
Provide workflow for the approval of transfers (Transferring Department,
FA 40.00 Purchasing, and Receiving Department).
FA 41.00 Drill-down from any field within the Fixed Assets screen.
FA 42.00 Report the current year changes in:
FA 42.01 Asset additions
FA 42.02 Deletions/dispositions
FA 42.03 Transfers/reclassifications
FA 43.00 Sort by or filter any field.
Allow for depreciation charges and asset activity including transfers, disposals,
FA 44.00 gains, losses, and betterments
Allow for users to initiate asset transfers, retirements and other asset record
FA 45.00 maintenance transactions online
FA 46.00 Ad-hoc user-defined reports as required
FACILITIES
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 Allow access outside enterprise firewalls, ot provide equilivant access that allows
12.00
key county organizations to access facility maintenance screens
Document Management
Resources
FAC 181.00 Support assigning the following resources to a WO
FAC 182.00 Crafts
FAC 183.00 Tools
FAC 184.00 Rental Equipment
FAC 185.00 Track the following information for each resource
FAC 185.01 Type (person, machine, currency etc.)
FAC 185.02 Inactive date
FAC 185.03 Unit of Measure (hours, half-days, weeks etc.)
FAC 185.04 Standard charge rate
FAC 185.05 Charge type (manual, PO receipt etc.)
FAC 185.06 Absorption account
FAC 185.07 Variance account
FAC 185.08 Overhead
FAC 185.09 Access employee skills/competencies
FAC 185.10 Competence code
FAC 185.11 Qualification
FAC 185.12 Skill level
FAC 186.00 Ability to associate hazardous material information (MSDS) to equipment and
materials that are used
FAC 187.00 Manage individual instances of resources (e.g. employees)
FAC 188.00 Identify resources as
FAC 188.01 Billable
FAC 188.02 Automatic outside service processes (repeating service)
FAC 189.00 Ability to view the entire history of the stages in the lifecycle of the work order and
at any stage of the work order
Ability to launch the work order screen from within a CAD drawing to find, display,
FAC 190.00 and edit all work orders for a given location or for a given equipment record
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
FAC 201.00 Standard Operations
FAC 202.00 Create and store standard WO steps/operations (e.g. disconnect motor leads; follow
electrical tag out procedure)
FAC 203.00 Copy operations into WO
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 258.01 View all asset schedules assigned to that PM
FAC 258.02 Generate material requests assigned to that PM
FAC 258.03 Access last service information for each asset
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
FAC 276.00 Competence code
FAC 277.00 Qualification
FAC 278.00 Skill level
FAC 279.00 Assign employees to resource groups to support:
Create a block and link an existing serialized equipment record to the block
FAC 347.01 from within the CAD application
Update the location of any serialized inventory item moved from one location
to another location when a CAD block is moved from one location to another
FAC 347.02 within the same CAD drawing, and also update the location history on the
serialized inventory record
FAC 368.00 Ability to have a status and individual associated to every key number
FAC 369.00 Ability to track checked-in, checked out, and lost keys easily
FAC 370.00 Ability to view key transaction histories (i.e., issues)
FAC 371.00 Ability to track multiple keys for one room
Other Supported Functions
FAC 372.00 Cycle counting
FAC 373.00 ABC Analysis
Request for Quotations (RFQs)
FAC 374.00 Create quotes for MRO materials and services
FAC 375.00 Issue quotes and analyze responses
Purchase Orders
FAC 376.00 Allow buyers to split requisitions across multiple purchase orders
FAC 377.00 Allow buyers to combine multiple requisitions onto a single PO
FAC 378.00 Link requisitions to purchase orders for requestor tracking
FAC 379.00 Attach reqs to service contracts
FAC 380.00 Attach reqs to existing blanket orders
FAC 381.00 Update EAM with purchasing details for maintenance planning (e.g. material
delivery date)
FAC 382.00 Track exceeded price tolerances
FAC 383.00 Maintain supplier catalog data
Supplier Management
FAC 384.00 Maintain supplier list
FAC 385.00 Maintain list of approved suppliers
FAC 386.00 Track supplier status (approved, new, review, debarred)
FAC 387.00 Vendor performance statistics
Internet Portal
Space Definition
FAC 448.00 Define/group properties by regions
FAC 449.00 Distinct definition of land and building within a property
FAC 450.00 Dynamic location naming:
FAC 450.01 Store - Department - Location
FAC 450.02 Buildings Floors Offices
FAC 450.03 Land Parcels Sections
FAC 451.00 Ability to interface with AutoCad documents
Geographical Information System (GIS)
FAC 452.00 Ability to utilize integrated GIS functionality with Environmental Systems Research
Institute (ESRI) database
FAC 453.00 Ability to access ESRI shape files.
FAC 454.00 Ability to integrate with the ESRI Spacial Database Engine (SDE)
FAC 455.00 Ability to associate work orders and/or equipment records to ESRI objects or
locations through GIS mapping
FAC 456.00 Ability to create a work order while in the GIS map view based on the object
location
FAC 457.00 Ability to browse all work orders, equipment and ESRI objects through GIS map
view
FAC 458.00 Ability to access graphical mapping capabilities include ESRI drill-down and mouse
locator navigation from within the application
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 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 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
FAC 518.00 Space Utilization by Lease
FAC 519.00 Space Utilization by Location
FAC 520.00 Benchmarking of utility consumption between customer groups, buildings, and
other types of groupings
Costing - General Ledger
FAC 521.00 On-line integration with enterprise asset management (EAM) system
FAC 522.00 Account codes to EAM system
FAC 523.00 EAM costs to general ledger
Broward County, FL RLI #R0866301R1: Centralized ERP Solution 112of 482
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
FAC 524.00 Option to transfer summary or detail costs to the general ledger at the organization
level
EAM Cost Management
FAC 525.00 Inventory Costing
FAC 526.00 Record material charge account at issue
FAC 527.00 Automatically record material credit account
FAC 528.00 Support multiple costing methods:
FAC 528.01 Average
FAC 528.02 LIFO
FAC 528.03 FIFO
FAC 528.04 Standard
FAC 529.00 Track inventory carrying cost (%)
FAC 530.00 Support multiple labor rate costing methods
FAC 530.01 Average
FAC 530.02 LIFO
FAC 530.03 FIFO
FAC 530.04 Standard
FAC 531.00 Track maintenance costs by:
FAC 531.01 Material
FAC 531.02 Material overhead
FAC 531.03 Resource
FAC 531.04 Resource overhead
FAC 531.05 Outside processing
FAC 532.00 User defined cost categories (Contract, Maintenance, Operations etc.)
FAC 533.00 Maintain cost elements within cost categories for
FAC 533.01 Material
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
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 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 provide an applicant tracking system for both external and internal job
HR 35.00 applicants
Ability to automatically populate certain applicant information to employee data
HR 36.00 when hired
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 schedule and track applicants for exams/testing/screening process
HR 54.00 (interviews, panels, promotional exams, and physical ability tests)
HR 55.00 W-4 form that is auto filled with information from the job application
HR 56.00 I-9 form that is auto filled with information from the job application
Ability to create custom forms that populate form fields from information in the ERP
HR 57.00 system
HR 58.00 Ability to specify fields as required on application
Ability to receive applicant profile data from an external system via an interface
HR 59.00 (e.g., external job board, Civil Service applicant system)
Ability to provide access via a secure web browser and includes a functional web
HR 60.00 site incorporating selected system features
HR 61.00 Ability for the database to be continuously updated in real time
Ability to apply Florida's Veteran's Preference 5 and 10 point rules, and identify 30%
HR 62.00 disabled veterans and afford them the required preference on each step of the
evaluation process
Allow for application function level security based on userid and complex password
HR 63.00 supporting multiple user groups/security set at event level
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 link to countywide job title table including descriptions, qualification
HR 65.00 standards and salary 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 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
100.00 Ability to refer selected eligible applicants electronically to hiring managers for
HR selection interview, including application materials/applicant profile
HR 101.00 Ability for hiring managers to enter selection statuses to record results of selection
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
HR 107.00 Ability for authorized users to access the requisition database and create, review,
route, approve and submit requisition requirements online over the secure web
Ability to have an integrated skill and knowledge testing software including a
HR 108.00 battery of clerical and other skill tests which provide immediate (real-time)
feedback of weighted evaluation results (e.g. test scores)
109.00 Ability to develop and publish/utilize County specific test material in a variety of
HR formats
110.00 Ability to incorporate results from a third party testing system which may include
HR 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.
HR 121.00 Ability to analyze and report on test results to perform pass point analysis, check for
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
124.00 Ability to initiate the entry of selected employee hire/rehire information (e.g.,
HR employee updates their personal information during new hire orientation)
HR 130.00 Ability to maintain a historical record of all employee IDs (all employee Ids are
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
135.00 Ability to maintain current and historical employment data (e.g., status, bargaining
HR 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.
145.00 Ability to identify and link files for county employees that are married, domestic
HR partners, children
HR 146.00 Ability to create and track load outside personnel assignments into the system
HR 147.00 Ability to maintain and view (via self service) the status of employee requests (used
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
HR 157.00 Ability to interface with the ID card system that maintains employee photos and
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
169.00 Ability to designate the appropriate benefit eligibility for employees with multiple
HR 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
Ability to maintain employee compensation changes and view all compensation
HR 180.00 data associated with an employee's union affiliation & assignment (e.g., salary,
stipend, merit)
Ability to automatically calculate percentage based or flat amount salary
HR 181.00 adjustments for anniversary increase, collective bargaining increase, or awards
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
196.00 Ability to assign a reason code to an employee's record which was updated through
HR a mass change
197.00 Ability to apply mass changes (percentage based, flat amount) to multiple
HR 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)
Ability to historically maintain data related to employee's training record (e.g.,
HR 227.00 classes taken, dates taken, when class is due to be taken again, work location,
funding, attendance certificate)
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
Ability to automatically enroll an employee in mandatory training courses and notify
HR 242.00 the employee and/or supervisor of enrollment and when classes are going to be
offered
Automatically send an email reminder to an employee /supervisor for their
HR 243.00 upcoming class based upon a user input date
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)
Ability to view the approval status for a training course, and/or tuition
HR 249.00 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
HR 253.00 Ability to have training catalogue and class schedule available online
254.00 Ability to link time and attendance to training for verification of employee
HR attendance
HR 255.00 Ability to have employee's training plan follow the employee to another
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)
Ability to administer training data on employees with multiple jobs (e.g., if
HR 257.00 employee is a part-time police officer and full-time health care worker, this
employee would be required to take training associated with both jobs)
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
HR 268.00 Ability to maintain a career plan for employees which includes their training plan
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
HR 276.00 Ability to maintain and retrieve the number of grievances per bargaining unit and
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)
Ability to assign multiple codes and descriptions to various steps in the grievance
HR 278.00 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 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
HR 297.00 Ability to assign an expiration date from a specific disciplinary action and maintain
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
Ability to track arbitrator data and performance (e.g., name, previous rulings on
HR 302.00 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
Ability to create, modify, inactivate and view affirmative action statistics and goals
HR 308.00 and maintain historically
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
322.00 Ability to download data, define/perform queries, and report from the HRMS
HR system to user computer
323.00 Ability to import data from outside systems to compare or combine with related
HR HRMS system data for reporting
HR 324.00 Ability to export report-related data to other applications (e.g., Excel, Access) for
further manipulation
325.00 Ability to produce statistical charts and graphs from the database without needing
HR to export data to Excel or other programs
326.00 Ability to create, modify, save and view standard and adhoc reports and the
HR 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
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
HR 340.00 Ability to produce a report on applicant data and their associated recruiting
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
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
HR 373.00 Ability to record hours and dollars by labor distribution code on an employee's
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
Ability to capture split-funded positions (salary and fringe benefits) across
HR 377.00 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
HR 380.00 Ability to allocate non-labor expenses to the appropriate location at point of time
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
386.00 Ability to adjust payroll after the fact (e.g., retroactive labor distributions, correct an
HR incorrect posting in general ledger)
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
397.00 Ability to view current or point-in-time personnel actions on attritions, additions,
HR separations and promotions by fund, department, union, employee attributes
398.00 Ability to access data regarding approaching retirements, number of years served,
HR tiers
HR 399.00 Ability to project termination cost payouts
400.00 Ability to split employee time and payroll across different funds (this will lead to
HR more accurate cost allocation of employees, especially partial FTEs)
401.00 Ability to reprint hierarchies (e.g., organization hierarchies -- who is signing off for
HR certain employees, departments)
HR 404.00 Ability to report by different types of payrolls (e.g., seasonal, part-time, regular)
Ability to access payroll data by type of employee (i.e., union, uniform, non-
HR 405.00 uniform)
HR 406.00 Ability to calculate cost of remaining payrolls in the year by fund, dept, county wide
HR 407.00 Ability to report on number of workdays per month
408.00 Ability to forecast and perform trend analysis for payroll and time & leave
HR information (useful in assigning overtime in workforce/schedule management)
HR 409.00 Ability to report on overtime by agency
HR 410.00 Ability to analyze overtime versus the cost of a new hire
411.00 Ability to find average overtime rate paid out, broken out by type of employee (e.g.,
HR civilian, uniformed officer)
HR 412.00 Other user-defined reports as required
Ability to pay out accrued or holiday time, at current rate, the rate at which it was
HR 413.00 earned, or at a designated rate
HR 414.00 Ability to automatically retro-adjust time based on the effective date
415.00 Ability to provide an automated method to add to the sick leave bank using a
HR standard time code
416.00 Ability to generate bi-weekly, annual, monthly, or other period accrual of leave for
HR full time, part time, and hourly employees
Ability to generate annual accrual of sick, vacation, and personal leave based on
HR 417.00 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
HR 430.00 Ability to pay out accumulated holiday/compensatory time based either on rate of
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
Ability to automatically calculate and process retroactive accruals based on the
HR 433.00 appropriate rules, rates, and dates (can be user defined)
HR 434.00 Ability to reflect leave accrual amounts on paychecks
435.00 Ability to manage accruals that must be automatically deaccrued at the end of the
HR year (e.g., Identify, renew, etc.)
437.00 Ability to accommodate the credit of accrued time upon reappointment after
HR resignation
HR 438.00 Ability to define leave accrual rules based on hire date
HR 439.00 Ability to begin accruing bonus sick days starting from either the last sick day taken
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
HR 444.00 Ability to adjust annual leave balances to the employee's appropriate leave ceiling
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 25.00 Enroll users in courses (individually and group/batch)
LM 26.00 Assign users to groups and sub-groups
LM 27.00 Enroll and cancel registration for learning events
LM 28.00 Create a class from scratch
LM 29.00 Create a class from template
LM 30.00 Create a class from a class / course from history classes
LM 31.00 Create a class from a class / course from active classes
LM 32.00 Define class / course business rules
LM 33.00 Delete class / course
LM 34.00 Assign different class / course owners
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
Ability to push pre-work and post work to participates before and after a training
LM 109.00 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
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
Ability to upload and use multimedia with built-in authoring tool (audio, video,
LM 129.00 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
Ability to import / upload web based coursed developed by internal staff using third
LM 136.00 party authoring / simulation tools such as Lectora and Firefly
LM 137.00 Links to other training sites or resources
Ability to set and override the maximum / minimum students for a course at the
LM 138.00 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
LM 157.00 Ability to set passing scores for test
LM 158.00 Ability to administrate pre, post and inline tests
LM 159.00 Display test results to learner
Ability to support multiple choice, true/false, yes/no, fill-in-blank, and essay
LM 160.00 questions
LM 161.00 Ability to limit the number of attempts allowed per question
LM 162.00 Ability to collect student feedback and surveys
LM 163.00 Ability to link images and other visuals to questions
LM 164.00 Ability to set time limits on assessments / tests
LM 165.00 Ability to support randomized questions and answers
LM 166.00 Ability to provide immediate feedback to user for each question
Ability to display test results in real-time through a powerful grade book tracking
LM 167.00 system
LM 168.00 Ability to compile evaluations by class into an output report
169.00 Ability report on test scores by user, class, instructor, or any other pre-defined
LM group.
LM 170.00 Built-in spell check and search features
LM 171.00 Integrated e-commence capability for payment of courses
LM 172.00 Ability to treat a group of courses as one training bundle
LM 173.00 Ability to assign discounts to courses
LM 174.00 Support credit card transactions without manual effort
LM 175.00 Support multiple merchant accounts
LM 176.00 Support VeriSign security
LM 177.00 Payment reporting features
LM 178.00 Live web-casting and virtual meeting capabilities
LM 179.00 Integrate with Exchange/Outlook 2003 email and calendar functions
LM 180.00 Supports live video and audio streaming
LM 181.00 Supports the capability of virtual classroom
LM 182.00 Ability to have real-time synchronous built-in chat forums
LM 183.00 Ability to have threaded discussion boards
LM 184.00 Web-based calendaring and scheduling though integration with Outlook 2003
185.00 Ability to create and schedule customized email message for students with
LM attachments
LM 186.00 Course specific bulletin boards
LM 187.00 Web based reporting interface
LM 188.00 Include pre-created out of the box standard reports
LM 189.00 Built in reporting tool
LM 190.00 Ability to customize standard reports
191.00 Ability to export and import data to and from Word, Excel, PDF, Crystal, Text and
LM XML formats
WYSIWYG report creation for custom reports to allow non-technical users the
LM 192.00 ability to create robust analyses and report such as Skills, Capability, Bench
Strength, Critical Skills in just a few clicks.
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
207.00 Ability to designate talent polls by any user identified criteria and run analyses on
LM resulting data
Ability for user to create a development plan for themselves which incorporates
LM 209.00 self-selected and manager development activities for current and future needs,
create plans based on performance gaps and job roles
229.00 Skill gap analysis, job progression and best math reporting for succession planning
LM purposes
230.00 Configurable Skills which can be linked to users and use for performing skill gap
LM analysis
LM 231.00 Ability to give instant status on any defined sector of the organization and where
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
Ability to send automated email reminders for approaching deadlines and overdue
LM 234.00 tasks
LM 235.00 Ability to assign paths to selected group of users simultaneously
LM 236.00 Ability to link skills to a course / class
LM 237.00 Ability to remove skill links from a course / class
LM 238.00 Ability to track certification deadlines
LM 239.00 Ability to track regulatory compliance deadlines
LM 240.00 Built-in spell check feature
LM 241.00 Supports integration between succession planning and development planning
LM 242.00 Succession planning functionality
LM 243.00 Ability to assign different security access levels
LM 244.00 Ability to send triggers based on workflow and security level
245.00 Ability to link and track alternative learning contact (i.e.: coaching/mentoring, job
LM experiences/rotations, etc) to skill and competency requirements
LM 246.00 Ability to create/edit custom competencies and job roles
247.00 System includes and/or is compatible with off-the-shelf competency diction and job
LM profiles
Broward County, FL RLI #R0866301R1: Centralized ERP Solution 164of 482
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
248.00 Ability for supervisors/managers to enroll direct reports in both Instructor led and
LM web based training
LM 249.00 Ability for supervisors/managers to create development plans for direct reports
LM 250.00 Ability to view in one place transcripts for all direct reports
LM 251.00 Ability to view online development plans for all direct reports
Ability for supervisors/managers to include a statement or request when approving
LM 252.00 an employee training request
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 define eligibility for benefit plans based on bargaining unit, employment,
BEN 6.00 job status and agency
Ability to define benefit plans based on salary and/or percentage calculations pre-
tax and/or after tax (e.g., health/dental insurance, deferred compensation plans,
BEN 7.00 optional supplemental benefit package deductions, union dues and fees, credit
unions, charitable organizations)
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 for County employees to maintain data for employee-selected benefits (e.g.,
BEN 36.00 health/dental/vision dependent data)
Ability for employee to maintain dependent information (e.g., primary/contingent,
BEN 37.00 age, Social Security Number, relationship)
Ability for County personnel to access benefit information maintained historically
BEN 38.00
for active/inactive employees
Ability to edit and maintain benefits during enrollment and qualifying events and to
BEN 39.00 maintain historically
Ability to perform automatic changes to benefits according to rules (e.g.,
BEN 40.00 termination of benefits, automatic enrollment in appropriate benefits)
Ability to allow authorized personnel (Comptroller's Health Benefits Division) to
BEN 41.00 establish open enrollment periods for each benefit type, which can vary by benefit
type or specific plan
Ability to provide automatic default benefits choice if no response is received from
BEN 42.00 employee and generate notification letter to employee
Ability to restrict changes outside enrollment period or qualifying life changing
BEN 43.00 events with the ability for authorized personnel (Comptroller's Health Benefits
Division) to override the changes
Ability to maintain benefit enrollment data on employees who are on leave, who
BEN 40.00 have separated, or who have returned for deduction and benefit eligibility status
and maintain historically
Ability for employees to designate and view benefits elections through self-service
BEN 51.00 the Internet and print a Benefits Summary
Ability to allow participants to perform County open enrollment functions and life
BEN 52.00 event changes via online access (self-service) and to receive information on where
to forward appropriate documentation for verification
BEN 53.00 Ability to provide security through use of login access
Ability to control employees ability to change information based upon business
BEN 54.00 rules and policy guidelines
BEN 55.00 Ability to provide automated form processing to support open enrollment
BEN 56.00 Ability to provide pre-populated forms with personal information
Ability for employees to designate benefits elections through self-service using an
BEN 57.00 interactive voice response system (e.g., phone)
Ability to provide useful information and instructions for the user (e.g., via self-
BEN 58.00 service)
Ability for system to prompt employee for appropriate/suggested options or
selections during open enrollment or during life changing events and to maintain
BEN 59.00 history of responses to questions (e.g., Do you need to change your number of
dependents in your health benefit option?)
BEN 60.00 Ability for employees to print user selected benefit options
Ability to confirm submission of open enrollment selections to user via online
BEN 61.00 message or via email message
Ability to inform employee that open enrollment selections have been validated
BEN 62.00
and processed via email message
Ability to automate the exporting of data to healthcare carriers based upon pre-
BEN 63.00 defined business rules, including the notification of termination for all qualifying
event coverage changes
Ability to utilize web based hot links to direct employees to other web sites with
BEN 64.00 related benefit information
BEN 65.00 Ability to collect and maintain current and historical dependent data
Ability to provide notification of a dependent's pending loss of eligibility to the
BEN 66.00
agency and to the employee based on birth date of dependent
Ability to identify dependents who still qualify for dependent benefits (e.g.,
BEN 67.00 qualifying students, disabled adult dependent) Those no longer eligible will be
flagged for action
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
Ability to change married County employees to participants or dependents without
BEN 69.00 the need to re-key existing employee information
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 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)
Ability to accept various forms of lump sum payments for retroactive premiums due
BEN 98.00 from employees (e.g., checks, money orders, credit cards, debit cards)
Ability to record and allocate lump sum enrollee premium payments to the proper
period, including retroactive premium payments and advance premium payments
BEN 99.00 (via payroll deduction for active employees (pre and post-tax) and checks for all
enrollees other than active employees)
BEN 102.00 Ability to utilize templates and download updated premium rates into such
templates in the event of retroactive benefit processing
107.00 Ability to segregate employee population for recoupment, based upon the
BEN employees governing labor agreement
Ability to generate refund letters/templates and download certain enrollee data
BEN 108.00 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
Ability to override table driven deductions (both negative and positive) and agency
BEN 113.00 share portions by authorized personnel
115.00 Ability to display expected amount of premium and report any discrepancy in the
BEN 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
120.00 Ability to automatically adjust employees pay to account for funds in arrears, and to
BEN override for negotiated payment schedules
Ability to identify which employees have benefit premiums paid by the County and
BEN 121.00 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
BEN 130.00 Ability to issue notification based on employee status and age for enrollees and
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
Ability to create, modify, save, rerun, and view standard and ad-hoc benefits reports
BEN 140.00 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
Ability to produce benefits deduction register for reconciliation to carrier claims and
BEN 146.00 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
157.00 Ability to produce detailed billing statements for the purpose of carrier claim billing
BEN and payment reconciliation
PAY 10.00 Ability to accommodate the entry of the following types of special pay: (examples)
PAY 10.01 Equipment pay (e.g., guns)
PAY 10.02 Hazard Pay
PAY 10.03 Work clothing pay (e.g., uniforms)
PAY 10.04 Premium Pay for work in specific facilities and/or with specific work crews
PAY 10.05 Additional academic degree Pay
PAY 10.06 Lead Worker Assignment
Ability to accommodate definitions of an unlimited number of deduction codes,
PAY 11.00 effectively dated, prioritize and calculate deductions (e.g., based on a declining
balance basis, percentage or a flat rate, and define deduction setup)
PAY 12.00 Ability to specify whether a deduction is eligible for a partial deduction
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 correctly calculate pay and withholding for Non Resident Aliens and
PAY 44.00 produce 1042s
Ability to maintain Electronic Funds Transfer capability for up to three distinct
accounts per employee and maintain required detail for each account (bank name,
PAY 45.00 address, Automated Clearing House number, employee account number, and types
of payments)
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
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 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
Ability to calculate and apply garnishment setup based on a percentage of
PAY 96.00 disposable earnings or a flat dollar amount
Ability to enter a deduction limit amount on garnishments (e.g., goal amount) that
PAY 97.00 will cease deduction upon reaching deduction limit
PAY 98.00 Ability to calculate disposable earnings via applicable garnishment formulas
99.00 Ability to enter garnishment payee information at a central location and/or agency
PAY level (decentralization)
PAY 100.00 Ability to provide a W-4 calculator to end users
101.00 Ability to maintain, edit and add to a valid vendor list (payee list) that interfaces
PAY with the financial system
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
106.00 Route employee expense reimbursements from Accounts Payable to Payroll for a
PAY 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
Ability to produce and reproduce an employee's earnings and leave statement for
PAY 110.00 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)
Ability to cease/hold ("suspend") the production of checks for flagged employees
PAY 114.00 (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
118.00 Ability to generate stop payment, check/advice replacement and reversal (full or
PAY 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
Ability to view a history of checks/advices for employees (e.g., date, check number,
PAY 124.00 amount, open/closed)
126.00 Ability to automate the process of stale-dating checks via a web-based interface
PAY from the bank
127.00 Ability to receive a file from the bank with stale-dated checks so BCG can create an
PAY exception report for cleared checks that were reported as stale
128.00 Ability to generate an aging report listing checks at risk for stale-dating (e.g., >6 mos
PAY & < 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 144.00 Ability to prorate accrued pay when a pay period covers two fiscal periods (County -
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
Ability to perform mass pay scale reclassifications retroactively (e.g., step/grade
PAY 148.00 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
Ability to apply retroactive payments according to specific input parameters and
PAY 151.00 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 to calculate retroactive payments for applicable positions for employees with
PAY 156.00 Ability
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
159.00 Ability to retroactively adjust FLSA compensation to reflect any retroactive changes
PAY 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
PAY 164.00 Ability to maintain the regular payroll tax rules and deductions for retroactive
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
Ability to incorporate electronic approvals/rejections (e.g., for a retroactive
PAY 168.00 payment document provided by the Department) and the ability to review the
status of the approvals/rejections (e.g., time, date of the request)
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
186.00 Ability to generate Employee/Check/EFT Summary by dept: Lists # of people, total
PAY amt of check funds by dept
PAY 187.00 Ability to report earnings by chart of accounts coding string by agency
188.00 Ability to generate the Gross to Net Statistics report (twice) annually (Summary of
PAY 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
192.00 Ability to generate on an ad hoc basis the Paycheck Archive Report (to view the
PAY 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.)
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)
Ability to automatically extract payroll information and integrate data by Workers
PAY 203.00 Comp tables and payroll processing (e.g., FICA adjustments, completion of workers
comp forms with salary history, time restoration purposes)
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
Ability to create a payroll deduction report by deduction code, listing employee
PAY 207.00 name, employee number, SSN, and totals for each deduction by pay period or on an
ad hoc basis
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)
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)
Broward County, FL RLI #R0866301R1: Centralized ERP Solution 199of 482
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
System can divide a single property unit into multiple accounts based upon installed
UTIL 55.00 meters (irrigation meters or house with multiple apartment units, etc.)
UTIL 56.00 System can attach electronic documents to customer record
Pop-Up screen on customer records to alert staff to important information
UTIL 57.00 (examples: Utility truck needs police escort)
UTIL 58.00 Supports single accounts with multiple meters and service lines
UTIL 59.00 Customer records include:
UTIL 59.01 Account number (customer & premise)
UTIL 59.02 Payment arrangements
UTIL 59.03 Premise
UTIL 59.04 Customer #
UTIL 59.05 Last name
UTIL 59.06 First names or initials. (e.g. Bob & Betty Smith or B.)
UTIL 59.07 Social Security Number or Federal Employer Identification Number
UTIL 59.08 Drivers License number
UTIL 59.09 Date of birth
UTIL 59.10 Bill To
UTIL 59.11 Default
UTIL 59.12 Payment date received
UTIL 59.13 Payment date collected
UTIL 59.14 Payment amount
UTIL 59.15 Service address or number, including 9 digit zip code
UTIL 59.16 Name of neighborhood/community of service address
UTIL 59.17 Billing address, including 9 digit zip code
UTIL 59.18 Secondary Billing address (POA, parent child)
UTIL 59.19 Customer can opt out of mailing
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
System can calculate fees based on the following: gross receipts, per unit basis,
UTIL 72.00 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
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
Broward County, FL RLI #R0866301R1: Centralized ERP Solution 207of 482
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
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
Broward County, FL RLI #R0866301R1: Centralized ERP Solution 208of 482
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
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.
Recognize customer deposit requirements including double deposits, if
UTIL 125.00 required.
UTIL 126.00 Provide batch interface with automated meter reading systems
UTIL 127.00 Provide minimum of cycle/route based meter reading
UTIL 128.00 Generate meter reader time sequence reports
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
Provide global and restrictive editing features so edits can be performed for
UTIL 148.00 all or some customers.
UTIL 149.00 Maintain an audit trail for all edits
UTIL 150.00 Provide capability to integrate with MAPI compliant email system.
UTIL 151.00 Provide API's for technical staff to create interfaces and customization.
Providing scripting or other feature to automate manual processes or
UTIL 152.00 repetitive tasks.
Provide built-in redundancy for disaster recovery planning that includes hot
UTIL 153.00
failover, snapshot or backup recovery and rollback.
Provide adequate password protection and encryption to meet minimum
UTIL 154.00 standards as set forth by user agency.
UTIL 155.00 Provide full database schema and data dictionary
LICENSING
System can accommodate an unlimited number of user defined licensing categories
LIC 1.00 (e.g. business licenses, dog licenses, etc.) - Please indicate any limitations in
comment field
LIC 2.00 Validate that a business is/is not physically located within the City
The system can capture basic application data and tracks approval process across
LIC 3.00 multiple departments
System can attach electronic documents (e.g. scanned images) to applications so
LIC 4.00 user has look-up capabilities
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
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)
LIC 36.00 Reports on types of licenses issued over a user-defined period
LIC 37.00 Look-up license by multiple fields including:
LIC 37.01 Proprietor name
LIC 37.02 Business name
LIC 37.03 Doing business as name (DBA)
The following processes provide input to the billing process (custom interface):
Fuelman transactions - VIA Dial-up, Repair Order billing by Vehicle Maintenance,
FLT 1.12 Stock by Inventory System, Fuel, Manually logged by Fuel Dispensing System, Rental
fee by Rental of equipment.
Keyed data entry of repair order information on-line at distributed maintenance
FLT 1.13 site is supported.
FLT 1.14 Bar code entry of repair order data is supported.
FLT 1.15 Use of an equipment priority number to assist in repair scheduling is supported.
Labor is captured for each maintenance job by a maintenance labor code and
FLT 1.16 unique mechanic identifier.
The system supports comparison of labor performed to standard labor times based
FLT 1.17 on labor code.
The following information can be captured for each mechanic: Salary, pay
differential, start date, termination date, job classification, ASE certification, primary
FLT 1.18 work location, stand by pager number, training scheduled, training completed,
direct or indirect labor code classification.
FLT 1.19 The system supports tracking time worked on a vehicle.
The system supports tracking nonproductive time such as meetings, schools, sick,
FLT 1.20 and annual time off.
Tracks both direct and indirect labor costs in the process of analyzing service cost
FLT 1.21 recovered by the standard shop labor rates.
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)
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 7.03 Control of minimum and maximum stock levels is supported.
The system supports maintaining an inventory of special tools and keeping track of
FLT 7.04 the mechanics who have signed out each special tool.
FLT 7.05 Tracking vendor performance and merchandise quality.
An audit list is provided of inventory transactions and their charge values for all
FLT 7.06 parts issued, received, transferred, or adjusted during the period.
FLT 7.07 Parts can be reserved for certain equipment scheduled for repair.
FLT 7.08 Inventory transactions from non-automated sites can be manually recorded.
Bar Code technology can be used in the inventory system to capture issues,
FLT 7.09 transfers, receipts, and physical inventories.
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.
FLT 8.04 The system maintains fuel usage by dollar value, fuel type, and physical unit of
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
Broward County, FL RLI #R0866301R1: Centralized ERP Solution 228of 482
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
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.
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 system performance measurement reporting and ability to generate
TRA 4.03 customized reporting.
Provide a task report of all job requests issued to specific location during a specific
TRA 4.04 time frame.
TRA 5.00 Trouble Calls
Electronically process Trouble Call data. Trouble Reports are critical dispatched calls
to the Technicians in the field from either Broward County Central Dispatch or a
TRA 5.01 BCTED Supervisor. Trouble reports to be custom for Traffic Signals, Signs and
Communications Sections.
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 specificperformance
Provide time frame. measurement tools and reports to measure response time of
TRA 6.06 all trouble calls. Response time to include completed within one hour 7 days.
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.
TRA 7.03 Provide ability to attach documents including PDF to the Data Collection request.
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.
11.06 Capture Street light inventory including pole number, arterial, cross street,
TRA municipality, signal tech call out zones, street direction, pole location, pole type and
status.
11.07 Capture history of purchases and repairs of traffic signal equipment including traffic
TRA signal controllers, video and GPS equipment.
TRA 12.00 Traffic Engineering Traffic Signals Section Reports
Provide capabilities and support to generate statistical and decision Management
TRA 12.01 Reporting on demand.
Provide system performance measurement reporting and ability to generate
TRA 12.02 customized reporting.
TRA 12.03 Provide trouble report history and performance statistical reports.
Provide a historical and statistical report of a signalized traffic signal based on a time
TRA 12.04 frame and location
TRA 12.05 Provide traffic signal equipment inventory reports
Street light inventory report with query filters for pole number, municipality, signal
TRA 12.06 tech call out zones, street direction, pole location, pole type and status
A report of the history of purchases and repairs of traffic signal equipment including
TRA 12.07 traffic signal controllers, video and GPS equipment.
TRA 13.00 Traffic Engineering Special Projects Section
Provide table of Police Department contacts including Department, Name and
TRA 13.01 phone number.
Provide table of schools including school number, school name, opening and closing
TRA 13.02 times of the schools and magnum school open and close times.
Provide table of school flasher including flasher number, arterial and cross street
TRA 13.03 and direction.
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.
TRA 13.10 Provide School list.
TRA 13.11 Provide School letter.
TRA 14.00 Traffic Engineering System Communication Section
TRA 14.01 Electronically process a Communication trouble report.
TRA 14.02 Provide a table structure for Communication Lists.
TRA 14.03 Provide a table structure for Communication Channel & Drop locations.
TRA 14.04 Provide a table structure for Communication Junction Box locations.
TRA 14.05 Provide a table structure for Communication Cable Cut locations.
TRA 14.06 Provide a table structure for Communication line amplifier locations.
TRA 14.07 Provide a table structure for Communication Fiber installation locations.
TRA 14.08 Provide a table structure for Communication RCU inventory and repair history
TRA 15.00 Traffic Engineering System Communication Section Reports
TRA 15.01 All communications by arterial excluding channel 0
TRA 15.02 All communications by channel and address excluding channel 0
TRA 15.03 All communications by arterial
TRA 15.04 All communications by channel and address
TRA 15.05 Intersections by arterial with Telco communications
TRA 17.10 Signal devices on state highway system in Broward County, alphabetical
TRA 17.11 Signal index, alphabetical
TRA 17.12 Signal index, numerical
TRA 17.13 Signal inventory
TRA 17.14 Signalized inventory blank report
TRA 17.15 Signalized inventory blank report without file no info
TRA 17.16 Signalized inventory report
TRA 17.17 Signalized inventory text summary report
TRA 17.18 Signalized inventory no overhead signage report
TRA 17.19 Signalized inventory overhead signage report
TRA 17.20 Signalized inventory ISNS report
TRA 17.21 Signalized inventory SNS report
TRA 18.00 Traffic Engineering System Retiming Section
Capture actuated traffic signal timing sheet data. Data to include intersection
TRA 18.01 number and intersection timing fields
Capture history of all modifications of the actuated traffic signal timing sheet data
TRA 18.02
TRA 19.00 Traffic Engineering System Retiming Section Reports
Provide Compliant report for Job Requests and Citizen Concerns issued during a
TRA 19.01 specific timeframe. This report is sent to the State of Florida
TRA 19.02 Provide reports for signalized traffic retiming sheets.
Provide the history of the system retiming sheet data for a specific intersection
TRA 19.03 number
TRA 19.04 Provide reports for blank signalized traffic retiming sheets.
TRA 20.00 Traffic Engineering Signs Section
Electronically process Trouble Call data for the Signs Section. Trouble Reports are
critical dispatched calls to the Technicians in the field from either Broward County
Central Dispatch or a BCTED Supervisor. Trouble report data to include origin of
dispatch, date, radio number, time received, in service time, arrive time, out of
TRA 20.01 service time, departure time, odometer start, odometer end, trouble reported,
trouble found, action. This trouble report should automatically issue a work order if
warranted.
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
TRA 23.00 Traffic Engineering Sign Shop Reports
Location report to see who did work and when work was completed at a specific
TRA 23.01 location
History report for location ( could suggest replacement of sign after time line of
TRA 23.02 reflectability expires)
TRA 23.03 Cost reports (materials, labor, equipment)
TRA 23.04 Monthly reports for division and individuals
TRA 23.05 Yearly reports for division and individuals
TRA 23.06 Sign Shop reports for materials and production
TRA 24.00 Traffic Engineering Pavement Markings
TRA 24.01 Capture data for weekly production status report
TRA 24.02 Capture data for materials production
Capture data for repairs to long line truck. This is to include repair cost and down
TRA 24.03 time
TRA 24.04 Capture P/M (Preventive Maintenance) log data
TRA 24.05 Capture weekly thermo quantity data
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