Utility Management Software

The Vendor is required to provide utility management software that will meet the needs of the district.
- The Energy Management’s team currently uses software that requires manual configuration of individual accounts per campus and facility, including a data import function for bulk spreadsheet uploads. 
- The system facilitates the timely retrieval of itemized historical consumption data and extraction of utility-type-specific data.
- The platform is experiencing limitations concerning the reliability and speed of routine billing data upload and the execution of critical utility trend reporting. Known integration difficulties also persist regarding the migration of historical data from the predecessor system.
- Utility Management Expected Services:
•    System access and capacity: the proposed solution must be web-based and support unlimited concurrent users and an unlimited number of utility accounts.
•    Data migration and historical integrity: the vendor is required to perform the complete migration of all historical utility data (dating back to 1999) from the district's current (energycap) and previous (utility manager professional “UMPRO”) programs into the new software. The required file format for the source data will be specified by the vendor.
•    Flexible data import capabilities: the software must include the capability to rapidly import utility bills and associated information from multiple spreadsheet formats, including but not limited to .XLSX, .XLS, and access. This import programming, along with the ability to configure and train staff on adding additional import templates, shall be included as part of the core service.
•    Training and ongoing support: the vendor shall provide comprehensive training for district staff to ensure full proficiency in navigating and utilizing the software. Additional customer service and supplementary training must be available on an as needed basis.
•    Customizable performance visualization: the system must offer the ability to create performance dashboards at the campus or individual account level, with full capability to modify and configure dashboards using various data points.
•    Advanced reporting and analysis: provide robust utility trending reports over user-defined durations, including the functionality to compare consumption data between similar utility accounts or facilities.
•    Data quality assurance: the software shall include internal mechanisms to identify data input anomalies and flag potential data errors for review and correction.
•    Usage baseline establishment: the software must facilitate the establishment of facility-specific utility usage baselines to accurately identify and prioritize high-consuming users or facilities.
•    Data ownership and portability: all data generated or stored within the system remains the exclusive property of the district.

- Contract Period/Term: 1 year
- Questions/Inquires Deadline: January 15, 2026