HomeMy WebLinkAboutCall for BidsTRUCKEE-DONNER PUBLIC UTILITY DISTRICT
POST OFFICE BOX 309
TRUCKEE, CALIFORNIA 9S7J4
TELEPHONE S87-38M
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CALL F'OR BIDS
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Sealed bids will be received by the Board of Directors, Ttuckeo-Donner
Public Utility District, until 4:00 P.M., June ]?, l')81, Tor: Data
Processing Equipment and related services. Bids will be publicly opened and
reviewed at that time, results read aloud at the regularly .scheduled Board
of Director's meeting, 7:30 P.M., June 15, 1981.
Specifications may be obtained from Ms. Mary Chapman, Office Manager,
Truckee-Donner Public Utility District, whose telephone number is 9K>-5fS7-3896,
and bids shall be filed at the District office located at U570 Conner Pass Road,
P.O. Box 309, Truckee, California, 9573-!.
Each bidder must be willing to contract all items in the specifications
on a turn-key basis and no bid will be considered that does not include a
quotation on all items requested.
The board reserves the right to reject any and all bids and to accept the
bid which is in the best interest of the District.
No bid may be withdrawn after the time set for the bid opening, nor before
the award of the contract, unless award is delayed for a period exceeding thirty
(30) days.
TRUCKEE-DONNER PUBLIC UTILITY DISTRICT
D. Eugene-'Holt, General Manager
BID SPECIFICATIONS
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GENERAL - It is the intent of Truckee-Donner Public Utility District to secure S
new computer system for use in maintaining its customer billing, accounting and
engineering records. The District is interested in receiving bids from all
vendors capable of supplying its total needs including all equipment, operating
systems, applications programs and continued program maintenance on a turn-key
basis.
The successful bidder must, therefore, be willing to contract to conform to the
following general requirements:
1. The bidder must be willing to contract to supply all of the following
items on a lump sum turn-key basis.
A. The Computer Equipment (See Schedule 1)
B. The Necessary Operating System and Compilers (See Schedule 2)
C. The Applications Programs (See Schedule 3)
D. Complete Training of Our Employees (::ee Schedule 4)
Each bidder must, supply all items listed and be willing to contractually
commit to supply all items shown as a "sole source11! '!•< "joint, venture"
bids will be considered and no partial bids will be considered.
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3. Each bidder must be able to furnish evidence satisfactory to the District
of fiscal responsibility. This evidence must take the form of an audited
financial statement showing a tangible net worth of not less than
$500,000 or a bidder must submit with his bid a contractors performance
bond in an amount of not loss than $100,000.
4. All bids must be submitted in sealed envelopes on which shall appear
the name and address of the bidder together with the date and hour of
the bid opening.
5. In estimating the lowest cost to the District, the District will consider,
in addition to the price quoted in the bid, the following: time of delivery,
capabilities and versatility of the equipment and programs, plus features
over and above the minimum requirements; location of the serviceman,
repair facility and so forth. Prior experience of the bidder in develop-
ing and installing utility billing, utility accounting and utility engi-
neering systems will be of prime importance in choosing the final successful
bidder.
6. A contract, when executed, shall be deemed to include the entire agreement
between the parties thereto, and the Contractor shall not claim any modi-
fication thereof resulting from any representation or promise made at
any time by any officer, agent or employee of the District or by any other
person.
TRUCKEE-DONNER PUBLIC UTILITY DISTRICT
Dated: f tZCL By; c
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President, Board of Directors
SCHEDULE 1 ;fc
THE COMPUTER F.'.'l' I I'MhNT S PEC 11' I CAT IONS
The bidder is to meet or exceed the following minimum specif{.cations which are shown
in parenthesis. Beside each item, please state the specification on which your bid
is based. All equipment bid must be new equipment and unused.
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Central Processing Unit
Main Memory as bid: (256KB)
Maximum Memory Expandable to:
Line Printer
No. of Characters Par Print Lino (132)
Print Speed in Lines Per Minute (180CFS)
No. of Alpha Numeric Characters in Print Set (64)
Disk Drives (Note: All Disks Bust Lie Removable Hard Disks)
Minimum No. of Disk Drives {?.)
Storage Capacity Per Disk (28MB)
Total Disk Storage On-Line (56MB)
CRT Terminals (Note: All Terminals Must Offer Poth 10 Key
Pad and Typewriter Keyboard)
No. of Terminals in your Hid (5)
Maximum No. that can be used with this CPU and
Operating System
Maximum No. of Characters that can be displayed
at one time
Baud Rate between CPU and Local Terminals
Vour Bid
I Floppy Disk Drive
Minimum No. included in your Hid (1)
Capacity of Floppy Disk (256KB)
Prime location (City) from which maintenance service will be rendered on the
above equipment:
In addition to the above printer, the District has a Printronix (P300) LPM printer
which we would like to interface with the new system. Will your system interface
with our Printronix (P300) LPM Printer? _Yos No
If your answer is yes, then how much will the interface board cost, including
installation? (This amount should be included in your bid) $
Will any modifications be required to your operating system or application pro-
grams? Yes No
If yes, please quote a firm price for those modifications and include in bid price.
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SCHEDULE 2
THE OPERATING SYSTEM AND COMPILERS SPECIFICATIONS
Please answer the following. Include in your answer only capabilities which are
t included within your overall bid price. Do not include or list any capabilities
which are extra charge items.
1. '1. Please name and describe the operating system included in your bid.
2. Does this operating system include multiprogramming capability? Yes No
3. What Programming Languages does this operating system support?
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A. Are compilers furnished for all of those languages? Yes No
5. Please list or attach a list of all utilities which are Included at no additional
cost within your bid.
SCHEDULE 3
THE APPLICATION PROGRAMS SPECIFICATIONS
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I The bidder is to meet or exceed the attached list of programs which must be
available and demonstratable at the time of bid acceptance.
All programs should be capable of operation utilising the CRT Terminals in
an on-line realtime update mode with interactive processing of edits and error
messages.
Please also attach a reference list of at least five utility accounts where
the above application programs are currently installed and in operation.
The Truckee-Donner Public Utility District is a multiple utility operation
(electric and water). All bids should be based on the ability to handle both of
these operations.
All application programs must meet all District requirements.
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CONSUMER BILLING 9
PROGRAM NAME
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Customer Billing System:
Electric Billings
Water Billings
Fire Hydrant Billings
Standby Billings
Misc. Charges
Billing System Master Menu
Billing System Posting Menu
Billing System Inquiry Menu
Billing System Revenue Menu
Billing System Report Menu
Billing System Billing Menu
Billing System Monthly Menu
Billing Proof
Transaction Report Generator
Rate Table File Maintenance
Build Billing System Options
Billing System Report Generator
Status List 1
Status List 2
Status List 3
Inquiry (CRT s Printer)
Inquiry by:
Customer Name
Account Number
Service Location
Meter Number
Transformer Number
Social Security Number
Consumer Master File Maintenance
Payment Posting
Meter Reading Posting
Adjustment Setup
Adjustment Posting
Bill Calculation and Register
Create and Print Index of Bills by Zip Code
Bill Print
Revenue Adjustment Summary
Aged Accounts Receivable Register
Print Delinquent Notices
Cut-off List/Register
Automatic Delinquent Charges
Revenue Summary Report
Tax Exempt Report
Missing Meter Reading Report
Status Change and Billing System Reorganizer
Cut-off Notice
System Back-up
Consumer History Pull
Consumer History Merge
Consumer History Print
Credit History Menu
Header Record Maintenance
File Maintenance Credit History
Customer Deposit System
Transformer Load Analysis System
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PAYROLL
1. Calculate and Print Payroll Checks
A. FICA Tax Exemption on sick leave pay
2. File Maintenance:
A. Employee Master File Up-date & Correction
B. Create New Employee Master File
3. Calculate Sick Leave & Vacation - Print Register
4. Deduction Register
5. Q-T-D and Y-T-D Earnings Report
6. Labor Distribution Report:
A. Compute "Fringe Benefits" by Employee
B. Compute "Engineering Overhead" Cost to Capital Expenditures
C. Print Labor Distribution Register by G/L Account, Work Orders and
Job Order
7. Print 941-A's and W-2's
8. Transaction Registers
A. File Maintenance
B. Security Access
9. Time Sheet Proof
10. Time Sheet Posting
GENERAL LEDGER
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1. Chart of Accounts - Build and Update
2. File Maintenance:
A. Master File
B. Balance Forward
C. rorrect Curient Balance -• General Ledger Master
3. General Ledger Inquiry
4. Accumulate by Month: For REA Form 7 Summary:
A. Cash Receipts - (By Class and Total)
B. Labor Distribution
C. Materials and Supplies
D. Vehicle Expense
5. General Ledger Summary
6. Functional General Ledger
7. Budgetary Analysis
8. Trial Balance - General Ledger
9. Detail Proof Listing - General Ledger
10. Transaction Journal
11. General Ledger History
12. Manual Journal Entry
13. Final Monthly Up-date
14. Year End Summary - General Ledger
15. Code File Maintenance
16. Budget File Maintenance
COST ACCOUNTING
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1. Overhead Distribution:
A. Construction Work Orders
B. Retirement Work Orders
2. Unit Costs - Retired Materials
3. Work Order Log
4. Special Equipment - Cost Summary
5. Cost - Completed Work
6. Cost - Retirement Work Orders
7. Material Salvage by Job Number
8. Material Used by Job Number
9. Construction Work-Order Costs - Open Work Orders
10. Summary - Special Equipment Retired
11. Work Order Costs - Completed Work Orders
A. Register of Total Work Order Costs
12. File Maintenance
A. Master File Correction
B. Create New File
C. Close Out Work Orders & Delete
13. Plant Account Sub-Ledger
14. Depreciation Reserve by Plant Account Sub-Ledger
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FINANCIAL SYSTEM
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Purchasing, Materials and Supplies
1. System File Re-Organizer
2. File Maintenance:
A. Vendor Master
B. Inventory Master
3. Material Inventory Report
4. Materials Usage Register
5. Inventory Month-end Update
6. Purchase Order File Maintenance
7. Purchase Order File - Sort and Print Register
8. Process Invoices - Emrumberance Register
9. Invoice File Maintenance
10. Process "Non-Item" Invoices
11. Pre-Check Accounts Payable Register
12. Print Accounts Payable Checks
13. Accounts Payable Register
14. Accounts Payable File Maintenance
15. Month-end Inventory Activity Report
MANAGEMENT INFORMATION SYSTEM
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1. Financial Forecasting
2. Cash Analysis - Investment History
3. Plant Cost Analysis
A. Cost Per Mile (Primary, Secondary, Service)
15. Cost Allocations to Area by Ratio
4. Annual Revenue Analysis:
A. Class of Service
B. Area Ratio to Total Revenue
C. Per Consumer
D. Rate Block
E. Revenue Code
F. REA Code
5. Debt Service Earned Ratio - Monthly and Annual
6. Times Interest Earned Ratio - Monthly and Annual
7. Operations and Maintenance Cost Analysis
8. Depreciation Register
9. Insurance Register
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MISCELLANEOUS
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1. Does your system have the ability for bugs to
be fixed remotely using a CRT Terminal?
2. Do you have the ability to provide Engineering
Analysis Programming to do:
Voltage Drops
Fault Currents
Switching
Load Growths
Capacitor Placements
3. If your answer to 2 above is yes, then how much
is this package? (Do not include in bid)
4. Is this package currently running and interfaced
to your financial application programs on the same
CPU?
Yes No
Yes
Yes
No
No
Yes No
Yes No
Yes No
$
Yes No
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SCHEDULE 4
EMPLOYEE TRAINING SPECIFICATIONS
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I In installing the system, the bidder must provide a complete training program for
the Districts employees who will be required to operate the system on a day-to-day
basis. Please answer the following questions.
1. Do you provide on-site or off-site training?
Minimum number of hours included in your bid for training the Districts
Employees.
3. Please attach a description or outline the training you propose to provide
the District.
4. Do you provide a 30-day parallel on consumer billing as a part of your
training program? __
5. Do you provide on-site training specialist during the parallel period?
If so, how many man-days of on-site time are included in your bid?
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BID SUMMARY
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You may bid either purchase or term lease prices in the blanks provided below.
If, however, you elect to show purchase prices, all items must show purchase
prices and if you elect to bid lease prices all items must show a lease price
based on the same lease duration for all items.
If quoting lease prices, please state the lease duration
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ITEM
Computing Equipment (Must Meet Minimum Shown in
Schedule 1)
Operating System as Described in Schedule 2
Application Programs (As Shown in Schedule 3)
Training Program (As Shown in Schedule 4)
TOTALS
Miscellaneous One-Time Charges (Please State Amounts)
Sales Tax $
Freight & Insurance $
Disk Packs: No. § $ = $
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PURCHASE
PRICE
LEASE
PRICE
Monthly Hardware Maintenance
Computer Installation Charges
Conversion Cost of Consumer
Billing Master File
Software Documentation
Forms & Stock Paper (Estimate)
Other Charges (Please State)