Legislation Details

File #: HIST-5188    Version: 1 Subject:
Type: Historical Status: Action Item
In control: City Council Meeting Agenda
On agenda: 5/29/2007 Final action: 5/29/2007
Title: Authorization of a Contract with Core Computing for the Purchase of Refuse Billing and Tracking Software to Support and Enhance the City’s Waste Management Operations.
Attachments: 1. Authorization of a Contract with Core Computing fo - A-10__07-05-29_IT_Purchase Sanitation Sys-core.doc, 2. Authorization of a Contract with Core Computing fo - Core computing.pdf
City of Culver City, California City Council Agenda Item Report RECOMMENDATION: Staff recommends the City Council authorize a contract with Core Computing (Jacksonville, FL) for the purchase of EnCore, a refuse billing and tracking system, to support and enhance the City’s waste management operations. BACKGROUND: The City’s Sanitation Division provides refuse collection for residential and commercial properties. Since the early 1990’s, the division has used a Route Account Management System (RAMS) for work order processing, customer billing, bin inventory tracking and route maintenance. While staff has made it work, the RAMS software has numerous issues which have not been easily resolved. The system is built on older technology and as a result, is unstable and prone to introducing program errors when hardware or software is updated. The system also does not provide much flexibility for customization. As a result, customer invoices and operational reports are inconsistent and not easily interpreted. This creates additional workload for staff who receives phone calls from the public requiring assistance to understand monthly invoices. Additionally, the RAMS software does not easily accommodate integrating with other software or ancillary components. This has hindered the Division by not being able Meeting Date: 05/29/07 Item Number: A-10 AGENDA ITEM: Authorization of a Contract with Core Computing for the Purchase of Refuse Billing and Tracking Software to Support and Enhance the City’s Waste Management Operations. Contact Person/Dept.: Michele Williams (IT) Damian Skinner (Sanitation) Phone Number: 310.253.5959 310.253.6402 Fiscal Impact: Yes [X] No [] General Fund: Yes [X] No [] Public Hearing: [ ] Action Item: [X] Attachments: [X] Public Notification: E-mail Master Notification List on 05/24/07; Core Computing on 05/14/07, Crystal Alexander, City Treasurer on 05/07/07. Department Approval: John Richo 05/04/07 Charles Herbertson 05/04/07 City Attorney Approval: Carol Schwab (by H. Iker) (05/16/07) City Controller Approval: Marlee Chang (05/21/07) City Manager Approval: Jerry B. Fulwood (05/23/07) City of Culver City, California City Council Agenda Item Report to implement technology which would enhance customer services such as online payments, efficient / intelligent routing, and vehicle locator systems. The vendor who supports RAMS has provided limited support in addressing these issues and staff has determined that it is in the best interest of the City to identify another software solution to support this operation. DISCUSSION: In September 2006, staff from Sanitation, Accounting (A/R) and IT combined efforts to identify refuse tracking and billing system requirements with the objective of replacing the RAMS software. A plan was established to make every attempt to identify a vendor supplied solution that would meet the City’s requirements given the budget parameters. If a viable software solution could not be identified, an alternative action would be to use in-house programming resources to develop the software. After conducting the preliminary analysis, this effort was temporarily halted until a Sanitation Manger was hired. In February 2007, the project was reinitiated; staff began by identifying software vendors that provided a waste management solution. Seven vendors were selected as meeting the initial requirement of providing a solution targeted at refuse agencies of similar size to Culver City. Contacts were made with each of these vendors to request additional product information and to initiate dialogue with their representatives. One vendor was eliminated as a result of not responding to the request for information. Three vendors were eliminated due to not meeting one or more of the following criteria:  Enterprise Solution (system functionality supports, Customer Billing, Roll-off Management, Collection Tracking, Bin Inventory, and Efficient Routing)  Compliant Technology (hardware and software requirements compatible with City’s technology standards)  Open Architecture (ability to expand functionality and easily integrate with other systems such as City’s cash receipting and accounts receivable) Staff developed a list of system requirements that would meet the City’s needs for use in evaluating refuse management software. The list included baseline requirements and items that will also result in enhanced functionality. The three remaining vendors were given the list of system requirements in an effort to further evaluate their software solution (Attachment 1). The vendors were also asked to provide staff with a demonstration of the product highlighting how their respective system could meet the City’s requirements. City of Culver City, California City Council Agenda Item Report After evaluating the vendor responses and product demonstrations, the EnCore product from Core Computing ranked the highest and appeared to fully meet the City’s refuse operational needs (Attachment 2). Core Computing’s primary business focus is to provide premier waste management and recycling software. The company’s marketing focus is to target agencies who manage roll-off, landfill, residential/commercial garbage pickup, transfer stations, recycling plants, and delivery services. The company provided a list of client references that have similar operations to Culver City. The clients who were contacted and interviewed are listed in the table below. All of the responses were exceptionally positive (Attachment 3). Two of the clients also made mention of the problems they had with their previous system prior to obtaining EnCore. The systems they previously had were the solutions staff reviewed and eliminated from the initial selection process. This provided further confirmation regarding the results of the initial product evaluation. Client References Interviews Agency Location Business Activity Econ Refuse Services Kirkwood, PA Residential refuse collection, roll- off services North Slope Burough Prudhoe Bay, Alaska Roll-off and waste disposal services for the oil companies Sunset Waste Visalia, CA Garbage collection, commercial roll-offs, transfer station EnCore is built on technology which will enable the integration of the software with the City’s financial systems. This will facilitate staff efficiencies by reducing duplicate data entry and automate processes which are currently performed manually. Currently, there is no interface between the RAMS software and the City’s cash receipting software. Invoices are created in RAMS and duplicate data entry occurs for entering the payments into the financial system and into RAMS. This duplicate entry would be eliminated with the implementation of EnCore. Additionally, Accounting staff must manually verify and often times re-calculate penalties for past due invoices. The RAMS system was incorrectly calculating the fee penalty and after months of manually computing and adjusting the fee, the vendor provided a temporary work-around. However, Accounting staff must spend extensive time verifying every fee penalty to ensure accuracy. Staff has verified that the EnCore system can correctly apply the City’s penalty fee structure. This process will be automated with each billing cycle and will no longer require extensive monitoring and manual adjustments. City of Culver City, California City Council Agenda Item Report FISCAL ANALYSIS: The authorization to purchase EnCore from Core Computing would result in an expenditure not to exceed $44,275 (Attachment 4). Sufficient funds have been allocated in the Refuse Fund for Capital Improvement Project – Account # 20200884 (Sanitation Software Upgrades) for this purchase. The following table outlines the estimated expenditures: Software (10 user licenses) $23,225 Training (3 days) & Travel Expenses $7,550 Professional Services (Implementation and Interface Development) $13,500 Total Expenditure $44,275 Core Computing is including one year of annual maintenance at no additional fee. The annual maintenance fee beginning FY08-09 will be $4,500. Typically, the annual maintenance costs increase nominally, if any. ATTACHMENTS: 1. Response from Vendors – System Requirements List 2. Matrix of Responses from Vendors 3. Client Reference Interviews 4. Quote from Core Computing MOTION: That the City Council: 1) Authorize a contract with Core Computing for the purchase of EnCore and one (1) year of software maintenance for an expenditure not to exceed $44,275 plus any applicable taxes; and 2) Authorize the City Attorney to prepare/review any necessary contract documents and authorize the City Manager to execute such documents on behalf of the City. MEETING DATE: 05/29/07 AGENDA ITEM: Authorization to Purchase Refuse Billing and Tracking Software from Core Computing to Support and Enhance the City's Waste Management Operations. ATTACHMENTS Pages Response from Vendors - System Requirements List 1- 18 Core Computing (Pgs 1-7) Paradigm (Pgs 8-13) PSI (Pgs 14-18) 2. Matrix of Responses from Vendors 19 3. Client Reference Interviews 20 - 25 4. Quote from Core Computing 26 - 27CULVER CITY SANITATION REPLACEMENT - SYSTEM REQUIREMENTS Vendor: Core Computing Software Capability 1 Functionality Exists 2 Configurable with provided tools 3 Modification Necessary Item Software Vendor Number Description Ca abili Notes 1.00 System Platform and Architecture 1.01 Microsoft SQL Server or Web-based 1 1.02 Crystal Reports 1 1.03 Import capability from WeighMaster (truck scale) software or provide an integrated scale Will need required format (ie fields necessary for Import). We also provide software. 2 an integrated scale software. 1.04 Export capability of receivable information to cash receipting system 2 Will need required format (ie fields necessary for Export) 1.05 Import capability from cash receipts system for cash payment information 2 Will need required format (ie fields necessary for Import) 2.00 Database Information 2.01 Customer history by name. Can see all addresses the customer currently has and all the addresses the customer has had, with billing, equipment and payment information. 2.02 Customer history by address. Can see all customers for a single address, with billing, equipment and payment information. 1 2.03 Allow billing address different than site address 1 2.04 Allow notes 1 Page 1 of 6 Attachment Page 1 of 27CULVER CITY SANITATION REPLACEMENT - SYSTEM REQUIREMENTS Vendor : Core Computing Software Capability 1 Functionality Exists 2 Configurable with provided tools 3 Modification Necessary Item Software Vendor Number F Description Ca pability Notes 2.05 Allow documents to be attached to each customer address . For example a scanned, signed contract. 1 2.06 Conversion of historical records from current system, RAMS 1 2.07 Ability to assign work orders to Drivers 1 2.08 Ability to assign Driver 's Supervisors to work orders 2 User defined field (each customer has 8 user defined fields) 2.09 Ability to assign Dispatchers to work orders 2 User defined field (each customer has 8 user defined fields) 2.10 Ability to assign Customer Service Reps to work orders 1 2.11 1 Ability to print all work orders for a day by driver , route , supervisor or dispatcher 1 2.12 Ability to track requested deliver/pickup dates 1 2.13 Ability to track actual delivery/pickup dates 1 2.14 Ability to report the variance between requested dates and actual dates 1 3.00 Routing/Work Orders 3.01 Ability to prepare efficient routes for delivery/pickup 1 3.02 Ability to use GPS locators 2 NEMA compliant devices only Page 2 of 6 Attachment Page 2 of 27CULVER CITY SANITATION REPLACEMENT - SYSTEM REQUIREMENTS Vendor: Core Computing Software Capability 1 Functionality Exists 2 Configurable with provided tools 3 Modification Necessary Item Software Vendor Numher Description Ca abili Notes 3.03 Ability to automate the generation of work orders by day 1 3.04 Dispatching review and update screen to see daily work orders by driver , equipment id, route number, etc. 1 3.05 Ability to identify open work orders 1 3.06 Ability to have a customer request by web that automatically generates a work order for the next day . 2 We would provide data dictionary and API. 4.00 Equipment Inventory/Tracking 4.01 Convert current inventory by type of equipment 1 4.02 Ability to track special pickups by address because after 2 special pickups in a year, there is a charge. 1 4.03 Ability to start and stop pickup at customer's request . For example , they may be closed over the holidays in Dec and not want to have a pickup. 1 4.04 Ability to report equipment inventory by customer or address. I Page 3 of 6 Attachment Page 3 of 27CULVER CITY SANITATION REPLACEMENT - SYSTEM REQUIREMENTS Vendor: Core Computing Software Capabilt 1 Functionality Exists 2 Configurable with provided tools 3 Modification Necessary Item Software Vendor Number Description Capability Notes 4.05 Ability to report utilization of each piece of equipment. That is, how many days is it at a customer site vs how many days is it idle. 1 5.00 Billing and Accounts Receivable 5.01 Ability to have rates for delivery and for pickup frequency 1 5.02 Ability to have rates by variable weights. For example, if weight is less than 11 tons there is one rate. If weight is over 11 tons the rate is another. These rates would be multiplied by the weight to get the billing amount. 5 .03 Ability to have multiple rate structures by client.|1010|5.04 F Ability to trigger a billing after 2 free special pickups 1 5.05 Ability to have override rates for special situations 1 5.06 Ability to prorate billings for portions of a billing period 1 5.07 Ability to create credit memos 1 5.08 Ability to apply penalty algorithms 1 5.09 Ability to apply compounded interest|1010|Page 4 of 6 Attachment Page 4 of 27CULVER CITY SANITATION REPLACEMENT - SYSTEM REQUIREMENTS Vendor: Core Computing Software Capability 1 Functionality Exists 2 Configurable with provided tools 3 Modification Necessary Item""'` Software Vendor Number Description Ca pability Notes 5.10 Ability to print invoices by batch 1 5.11 Ability to print invoice register by day|1010|5.12 Ability to reprint invoice register 5.13 Ability to print an A/R aging report by customer showing amounts outstanding in user-definable a ging buckets, 1 5.14 Ability to reprint the A/R aging report as of a certain point in time with the aging buckets containing the owed amounts at that point in time.|1010|5.15 Ability to print past due notices 1 5.16 Batch process to put accounts into several status', such as held , suspended , collections based upon aging days . Needs to be a manual override function to this status. 5.17 Ability to bar code invoices for ease of cash receipts application 5.18 Provide a user friendly , standardized invoice 4.00 Management Reporting Page 5 of 6 Attachment Page 5 of 27CULVER CITY SANITATION REPLACEMENT - SYSTEM REQUIREMENTS Vendor: Core Computing Item Number 4.01 Software Capability 1 Functionality Exists 2 Configurable with provided tools 3 Modification Necessary Software Description Capability Provide report that identifies all billings in a certain time period compared to all service provided during the same time period. J Vendor Notes Page 6 of 6 Attachment Page 6 of 27CULVER CITY SANITATION REPLACEMENT - SYSTEM REQUIREMENTS Vendor: Paradigm Software Software Capability 1 Functionality Exists 2 Configurable with provided tools 3 Modification Necessary Item Software Vendor Number Description Capability Notes 1.00 System Platform and Architecture 1.01 Microsoft SQL Server or Web- based 1 SQL Server 1.02 Crystal Reports 1 1.03 Import capability from WeighMaster (truck We would need to do a one time script to import your historical transaction scale) software or provide an integrated scale data . If you only want Truck and Account information pulled over we will do software. 3 that for no charge. 1.04 Export capability of receivable information to We would need to do a one time script to export the required information to cash receipting system 3 your cash receipting system. 1.05 Import capability from cash receipts system We would need to do a one time script to import the required information to for cash payment information 3 your cash receipting system. 2.00 Database Information 2.01 Customer history by name . Can see all addresses the customer currently has and all the addresses the customer has had, with billing, equipment and payment information.|1010|2.02 Customer history by address . Can see all customers for a single address, with billing, equipment and payment information. 3 2.03 Allow billing address different than site address 1 2.04 Allow notes 1 Page 1 of 6 Attachment Page 7 of 27CULVER CITY SANITATION REPLACEMENT - SYSTEM REQUIREMENTS Vendor: Paradigm Software Software Capability 1 Functionality Exists 2 Configurable with provided tools 3 Modification Necessary Item Software Vendor Number Description Capabili Notes 2.05 Allow documents to be attached to each customer address. For example a scanned, signed contract. 3 2.06 Conversion of historical records from current We would need to do a one time script to import your historical transaction system, RAMS 3 data. 2.07 Ability to assign work orders to Drivers 1 2.08 Ability to assign Driver's Supervisors to work orders 3 2.09 Ability to assign Dispatchers to work orders 1 2.10 Ability to assign Customer Service Reps to work orders 3 2.11 Ability to print all work orders for a day by driver, route, supervisor or dispatcher 3 2.12 Ability to track requested deliver/pickup dates 3 2.13 Ability to track actual delivery/pickup dates 3 2.14 Ability to report the variance between requested dates and actual dates 3 3.00 Routing/Work Orders 3.01 Ability to prepare efficient routes for delivery/pickup 1 Page 2 of 6 Attachment Page 8 of 27CULVER CITY SANITATION REPLACEMENT - SYSTEM REQUIREMENTS Vendor: Paradigm Software Software Capability 1 Functionality Exists 2 Configurable with provided tools 3 Modification Necessary Item Software Vendor Number Description Capabili Notes 3.02 We are working with a vendor now to incorporate this into our product. However, we would be willing to discuss this with a vendor you currently Ability to use GPS locators 3 use as well. 3.03 Ability to automate the generation of work orders by day 3 3.04 Dispatching review and update screen to see|1010|daily work orders by driver, equipment id, route number, etc. 3 3.05 Ability to identify open work orders 1 3.06 Ability to have a customer request by web that automatically generates a work order for the next day. 3 4.00 Equipment Inventory/Tracking 4.01 Convert current inventory by type of We would need to do a one time script to import your historical transaction equipment 3 data. 4.02 Ability to track special pickups by address because after 2 special pickups in a year, there is a charge. 3 4.03 Ability to start and stop pickup at customer's request. For example, they may be closed over the holidays in Dec and not want to have a pickup. 1 4.04 Ability to report equipment inventory by customer or address. 1 Page 3 of 6 Attachment Page 9 of 27CULVER CITY SANITATION REPLACEMENT - SYSTEM REQUIREMENTS Vendor : Paradigm Software Software Capability 1 Functionality Exists 2 Configurable with provided tools 3 Modification Necessary Item Software Vendor Number Description Capabili Notes 4.05 Ability to report utilization of each piece of equipment. That is, how many days is it at a customer site vs how many days is it idle. 3 5.00 Billing and Accounts Receivable 5.01 Ability to have rates for delivery and for pickup frequency 3 5.02 Ability to have rates by variable weights. For example, if weight is less than 11 tons there is one rate. If weight is over 11 tons the rate is another. These rates would be multiplied by the weight to get the billing amount.|1010|5.03 Ability to have multiple rate structures by client.|1010|5.04 Ability to trigger a billing after 2 free special pickups 3 5.05 Ability to have override rates for special situations 1 5.06 Ability to prorate billings for portions of a billing period 3 5.07 Ability to create credit memos 1 5.08 Ability to apply penalty algorithms 1 5.09 Ability to apply compounded interest|1010|Page 4 of 6 Attachment Page 10 of 27CULVER CITY SANITATION REPLACEMENT - SYSTEM REQUIREMENTS Vendor: Paradigm Software Software Capability 1 Functionality Exists 2 Configurable with provided tools 3 Modification Necessary Item Software Vendor Number Description L................. Ca abili Notes 5.10 Ability to print invoices by batch 1 5.11 Ability to print invoice register by day 1 5.12 Ability to reprint invoice register 5.13 Ability to print an A/R aging report by customer showing amounts outstanding in user-definable aging buckets, 1 Current aging buckets are 30/60/90 and 15/30/45. 5.14 Ability to reprint the A/R aging report as of a certain point in time with the aging buckets containing the owed amounts at that point in time. 1 5.15 Ability to print past due notices 1 5.16 Batch process to put accounts into several status', such as held, suspended, collections based upon aging days. Needs to be a manual override function to this status.|1010|5.17 Ability to bar code invoices for ease of cash receipts application 3 5.18 Provide a user friendly, standardized invoice 1 We create the invoice using Crystal Reports and it will be as you desire. 4.00 Management Reporting Page 5 of 6 Attachment Page 11 of 27CULVER CITY SANITATION REPLACEMENT - SYSTEM REQUIREMENTS Vendor: Paradigm Software Item Number Description 4.01 Provide report that identifies all billings in a certain time period compared to all service provided during the same time period. Software Capability 1 Functionality Exists 2 Configurable with provided tools 3 Modification Necessary Software Capability Vendor Notes Page 6 of 6 Attachment Page 12 of 27CULVER CITY SANITATION REPLACEMENT - SYSTEM REQUIREMENTS Vendor: Progressive Solutions Inc Software Capability 1 Functionality Exists 2 Configurable with provided tools 3 Modification Necessary Item Software Vendor Number Description Capability Notes 1.00 System Platform and Architecture 1.01 Microsoft SQL Server or Web-based 1 1.02 Crystal Reports 1 1.03 Import capability from WeighMaster (truck scale) software or provide integrated scale software. 3 Import format required 1.04 Export capability of receivable information to cash receipting system 1 1.05 Import capability from cash receipts system for cash payment information I 2.00 Database Information 2.01 Customer history by name. Can see all addresses the customer currently has and all the addresses the customer has had, with billing, equipment and payment information.|1010|2.02 Customer history by address. Can see all customers for a single address, with billing, equipment and payment information. 1 2.03 Allow billing address different than site address 1 2.04 Allow notes I Page 1 of 6 Attachment Page 13 of 27CULVER CITY SANITATION REPLACEMENT - SYSTEM REQUIREMENTS Vendor: Progressive Solutions Inc Software Capability 1 Functionality Exists 2 Configurable with provided tools 3 Modification Necessary Item Number Description Software Capability Vendor Notes 2.05 Allow documents to be attached to each customer address . For example a scanned, signed contract. 1 2.06 Conversion of historical records from current system, RAMS 1 2.07 Ability to assign work orders to Drivers 1 2.08 Ability to assign Driver's Supervisors to work orders 3 Work Order Project 2.09 Ability to assign Dispatchers to work orders 3 Work Order Project 2.10 Ability to assign Customer Service Reps to work orders I 2.11 Ability to print all work orders for a day by driver, route , supervisor or dispatcher I Ability to track requested deliver/pickup dates 1 Ability to track actual delivery/pickup dates 3 Work Order Project/PocketPC Ability to report the variance between requested dates and actual dates 3 Work Order Project/PocketPC 3.00 Routing/Work Orders 3.01 Ability to prepare efficient routes for delivery/pickup 1 3.02 Ability to use GPS locators 3 Coordinates Interface Page 2 of 6 Attachment Page 14 of 27CULVER CITY SANITATION REPLACEMENT - SYSTEM REQUIREMENTS Vendor: Progressive Solutions Inc Software Capability 1 Functionality Exists 2 Configurable with provided tools 3 Modification Necessary Item Software Vendor Number Description Capability Notes 3.03 Ability to automate the generation of work orders by day 1 3.04 Dispatching review and update screen to see daily work orders by driver, equipment id, route number, etc. 1 Work Order Project 3.05 Ability to identify open work orders 1 3.06 Ability to have a customer request by web that automatically generates a work order for the next day. 2 Internet Work Orders are an O ption 4.00 Equipment Inventory/Tracking 4.01 Convert current inventory by type of equipment 1 4.02 Ability to track special pickups by address because after 2 special pickups in a year, there is a charge . 3 Special Pickup Numbering/Charges would be a modification 4.03 Ability to start and stop pickup at customer's request. For example, they may be closed over the holidays in Dec and not want to have Any service may be stopped or started at any given time. Auto- a pickup. 3 restarting would require a modification 4.04 Ability to report equipment inventory by customer or address. 1 Page 3 of 6 Attachment Page 15 of 27CULVER CITY SANITATION REPLACEMENT - SYSTEM REQUIREMENTS Vendor: Progressive Solutions Inc Software Capability 1 Functionality Exists 2 Configurable with provided tools 3 Modification Necessary Item Software Vendor Number Description Capability Notes 4.05 Ability to report utilization of each piece of equipment. That is, how many days is it at a customer site vs how many days is it idle. 3 Customization (Barcodes?) 5.00 Billing and Accounts Receivable 5.01 Ability to have rates for delivery and for pickup frequency 1 5.02 Ability to have rates by variable weights. For example, if weight is less than 11 tons there is one rate. If weight is over 11 tons the rate is another. These rates would be multiplied by the weight to get the billing amount.|1010|5.03 Ability to have multiple rate structures by client.|1010|5.04 Ability to trigger a billing after 2 free special pickups - 5.05 Ability to have override rates for special situations|1010|5.06 Ability to prorate billings for portions of a billing period - 5.07 Ability to create credit memos|1010|5.08 Ability to apply penalty algorithms 1 5.09 Ability to apply compounded interest|1010|Page 4 of 6 Attachment Page 16 of 27CULVER CITY SANITATION REPLACEMENT - SYSTEM REQUIREMENTS Vendor: Progressive Solutions Inc Software Capability 1 Functionality Exists 2 Configurable with provided tools 3 Modification Necessary Item Software Vendor Number Description Ca abili Notes 5.10 Ability to print invoices by batch 1 5.11 Ability to print invoice register by day I 5.12 Ability to reprint invoice register 1 5.13 Ability to print an A/R aging report by customer showing amounts outstanding in user-definable aging buckets, I 5.14 Ability to reprint the A/R aging report as of a certain point in time with the aging buckets containing the owed amounts at that point in Currently A/R results represent the time of report generation; We time. 3 intend to offer this functionali ty in a future release. 5.15 Ability to print past due notices 1 5.16 Batch process to put accounts into several status', such as held, suspended, collections based upon aging days. Needs to be a manual override function to this status.|1010|5.17 Ability to bar code invoices for ease of cash receipts application 5.18 Provide a user friendly, standardized invoice|1010|6.00 Management Reporting Page 5 of 6 Attachment Page 17 of 27CULVER CITY SANITATION REPLACEMENT - SYSTEM REQUIREMENTS Vendor : Progressive Solutions Inc Item Number 6.01 Description Provide report that identifies all billings in a certain time period compared to all service provided during the same time period. Software Capability 1 Functionality Exists 2 Configurable with provided tools 3 Modification Necessary Software Ca pability I Vendor Notes Page 6 of 6 Attachment Page 18 of 27Sanitation Billing and Tracking System Vendor Comparison % of System Implementation Req % of System Software & & Interface % of System configurable Req require Licensing Annual Development & VENDOR I SOFTWARE Re Met w/ tools modifications # Users Costs Maintenance Training Total Included 1st Year Core Computing $4,500/yr En Core 86% 14% 0% 10 $23,225 $0 $21 ,050 $44,275 Paradigm CompuRoute/Weigh 46% 0% 53% 10 $22,180 $4,200 $22,500 $48,880 Progressive Solutions Inc Utility Explorer 77% 3% 20% 5 $41,990 $8,500 $6,750 $57,240 Attachment Page 19 of 27Reference Client Interviews Company Name : Econ Refuse Services Company Location : Kirkwood, PA Primary Business Activity: Residential Rubbish , Roll-Off services Contact : Debbie Proffit Contact Title: Owner Contact Phone: (717) 529-1292 1. How long have you been using En Core? 1-2 years. Had QuickTrash before and it was too rigid for her company's needs. She looked into WAM and other larger waste software companies, but they were too expensive and did not provide that warm, customer service attitude - seemed to be more marketing than substance. 2. How many users do you have? 3 users . They are a company that is only 3+ years old and growing. 3. What functionality of En Core do you use ? All but scale application. 4. What were the deciding factors in selecting EnCORE? The robustness of the system, the price of the software and the feeling that they felt she mattered as a customer. 5. How many active customers do you have ? About 3,000 and growing. 6. Approximately how many invoices do you produce each month ? They bill on a quarterly cycle. The first cycle has about 500, the second cycle has about 2,000 and the third cycle has about 500. 7. What do your customers think about the invoices? Are they understandable? The customers love the invoices. The prior system, QuickTrash, used a postcard invoice and customers were always claiming to have lost the invoice. With EnCore customers are consistently paying the invoices on time. 8. What didyour implementation involve? Was it completed within budget and on time? The implementation was time consuming and tedious. This was a result of the old system having inaccurate data and tables that were not efficiently designed. It was not a result of the CORE implementation team. It was decided that a lot of the customer information would be manually converted. Attachment Page 20 of 27Reference Client Interviews 9. Overall, what do you think about the EnCore product? It's the best system she has ever used. Although her company is a new company, she has been in the industry for years and this is the best software she has seen. There have been some minor tweaks that she has needed, but CORE has always been very rresponsive and have not tried to nickel and dime her as her last company did. She is really happy with Crystal reports because she can modify and create reports that meet her needs without having to rely on the vendor to make the changes at their pace. 10. How do you feel about support provided by the CORE staff? Could there be improvements? Awesome. If she has to leave a message, they have always returned her call within 5 minutes . She loves the newly implemented on-line support center too. 11. Is there any functionality you would like to see changed within the software? If so, shat is the operational benefit? There is nothing major that she would change. As mentioned earlier, a few minor things were immediately addressed by CORE. 12. Given all you know about CORE would you select them again ? No question about it - Yes! ! Additional Comments : With the price increase in stamps, she has met with the post office regarding less expensive rates. One option the post office suggested is to bar code the envelopes. When she talked with CORE, they said they already have this functionality and would help her with implementation when she was ready. Attachment Page 21 of 27Reference Client Interviews Company Name: North Slope Burough Company Location : Prudhoe Bay, Alaska Primary Business Activity: Rolloff and Waste Disposal services for the Oil Companies Contact: Mary Dougle Contact Title: Adminstrative Manager Contact Phone: (907) 659-0155 1. How long have you been using EnCore ? 2-3 years. Prior system was Desert-Micro. Not a good system and customer support was awful! 2. How many users do you have? 3 3. What functionality of EnCore do you use? Customer, Invoicing, Reporting 4. What were the deciding factors in selecting EnCORE? Comfortable feeling about CORE's staff knowledge and personalities. Price value. 5. How many active customers do you have? About 70 oil companies, including BP, Conoco-Phillips etc. 6. Approximately how many invoices do you produce each month ? 70, but they are multiple pages with cost codes and several other specific oil company requirements. 7. What do your customers think about the invoices? Are they understandable? The customers were involved in the design of the new invoices. 8. What did your implementation involve? Was it completed within budget and on time? The implementation was pretty straight forward. They brought over customer balances without detail . They provided CORE with samples of every report they needed and CORE developed each one of them without issue . The implementation was completed within budget and on time. 9. Overall, what do you think about the En Core product? It is a great product with a great support staff. 10. How do you feel about support provided by the CORE staff? Could there be improvements? No improvements. They are the best. She said she called on a Sunday when she had messed something up that was not system related. They not only responded to her call, but they fixed the problem. They did not charge - they said it was included in the maintenance price. Attachment Page 22 of 27Reference Client Interviews 11. Is there any functionality you would like to see changed within the software? If so, shat is the operational benefit? No, they do not need any functionality changed. 12. Given all you know about CORE would you select them again ? It is an amazing product with outstanding support. Yes, she would still select them and highly recommends them. Additional Notes : Desert-Micro was an awful system with an awful support staff. Very polished on the marketing side, but just opposite once the product was purchased. Attachment Page 23 of 27Reference Client Interview Company Name: Sunset waste Paper Company Location: Visalia, CA Primary Business Activity: Garbage, Commercial Roll-offs, Transfer Station Contact: Brenda Kaufmann Contact Title: Accountant Contact Phone: (559) 499-1595 1. How long have you been using EnCore? 2 years 2. How many users do you have? 8 3. What functionality of En Core do you use? Routing, Billing, Reporting. They do not use Scale functionality. They are implementing Mettler-Toledo Scale software with bar coding. 4. What were the decidingfactors in selecting EnCORE? The entire staff was not involved in the selection process . People who were involved have left the company. 5. How many active customers do you have? >5,000 6. Approximately how many invoices do you produce each month ? >5,000 7. What do your customers think about the invoices ? Are they understandable? Customers have not complained about the invoice formats. Brenda would like to see a statement that shows payments applied to the account. The invoice they are using is strictly a billing for current charges. She's not sure if there is an available statement. Her management does not want to use a statement. 8. What didyour implementation involve? Was it completed within budget and on time? She was not part of the implementation team. They have all new people using the system. 9. Overall, what do you think about the EnCore product? It's a fine software, but is pretty standard in that it takes thought during the configuration phase of implementation. She is not happy with how some of the setup was done and because of the number of customers, it would be too big of an effort to change it now. 10. How do you feel about support provided by the CORE staff? Could there be improvements ? The support was excellent up until recently. Her key contact left CORE and she was calling his cell phone, not knowing that he had left CORE. It is back on track now. As a matter of fact, they have implemented an on-line call tracking system that allows you to see the progress of your ticket. 11. Is there any functionality you would like to see changed within the software? If so, what is the operational benefit? Functionality of the software is good. However, she Attachment Page 24 of 27Reference Client Interview would have changed some of the implementation decisions: She would have changed the initial configuration, would have opted to send statements along with monthly billings, and would have had more reports to identify unbilled activity. They have since been provided reports for the unbilled activity - she says she doesn't know Crystal reports so she had to have CORE develop the reports for her. 12. Given allyou know about CORE would you select them again ? Yes. They are still the best value for the money. The system meets her needs. Additional Notes: Interestingly, she said she had heard that the software is very similar to Desert-Micro software. In fact, she had heard that one of the founders of CORE had worked for Desert-Micro. Attachment Page 25 of 27CORE q 11 iii l ? 1i l i it g 4 ti l ti d o rI 4 , I Technology Investment Proposal - Client / Server Solution Licensing: EnCORETM' Software System - 1st User: All inclusive & ultra high performance 100% Microsoft Windows based turn-key financial & operational software system designed specifically for the waste management and recycling industry. Key features include : Accounting, Routing , Dispatching , Equipment Tracking, Mapping , Scale , Service / Work Order , Fleet Management , and Route Optimization. EnCORE'" Additional User License ($1.525 / each) Support: Includes unlimited toll free phone support and upgrades for the 1st year of operation . All technical support calls are routed through our toll free EnCORE"" Service Center and handled by the next available technician . Hours of operation are from 8AM - 8 : 30PM EST, Emergency support is available 24 hours per day . ASP Hosting at our Tier 1 facility in Jacksonville , Florida including all maintenance (backup, anti-virus, upgrades , etc.) - valued at $4,500 TOTAL SOFTWARE & LICENSING Implementation & Training Dedicated Onsite/Offsite Installation, Training and Configuration Data Conversion / Report Customizations All travel expenses to be paid by client Terms: 50% down to reserve installation dates and begin preliminary implementation 50% of total due upon installation CORE i4? Signature: Client Signature: Optional equ re $9,500 (X9) $ 13,725.00 Included $23,225 $850 / day' $75 / hour (Fax to 877-690-3997 or scan to tomm @ccsicore.com) Attachment Page 26 of 27 R i dCORE COMPUTING SOFTWARE SERVICES QUOTE Description Quantity Rate Total Software - 10 Licenses 1st user 1.00 $9,500.00 $9,500.00 Additional users 9.00 $1,525.00 $13,725.00 Total Software & Licensing $23, 225.00 Training and Travel 5 days training 5.00 $850.00 $4,250.00 Travel Expenses 1.00 $3,300.00 $3,300.00 Total Training and Travel $7, 550.00 Professional Services (Implementation and Interface Services 9 days installation and configuration 9.00 $850.00 $7,650.00 78 hrs data conversion and report modifications 78.00 $75.00 $5,850.00 Total Professional Services $13,500.00 TOTAL Not To Exceed $44,275.00 10 users - Annual Maintenance (FY08-09) 1st year included 10.00 $450.00 $4,500.00 Attachment Page 27 of 27