Integrated Utility Compliance and Water Quality Data Management Solution

The Vendor is required to provide for an enterprise software solution to manage utility compliance, water quality, and program data across water treatment, wastewater treatment, the environmental laboratory, industrial pretreatment, fog, storm water, and backflow.
- Water and wastewater operations and compliance data
1. Data model, configuration, and master data
•    The system must support configuration of facilities, processes, units, sampling and monitoring locations, analytes or parameters, and associated metadata, including units of measure and method references where applicable. 
•    The system must support effective dated limits, targets, and rules so that changes do not alter historical compliance determinations. 
•    The system must support mapping and aliasing of parameter names and monitoring points to accommodate source systems and naming convention differences. 
•    The system must support configurable calculations, derived fields, and aggregation logic, including the ability to version and audit calculation logic changes.
2. Data capture, import, validation, and QA/QC
•    The system must support multiple data ingestion methods, including manual entry with validation rules, spreadsheet import, API based import, and scheduled imports from external sources where available. 
•    The system must provide configurable validation rules, including range checks, logic checks, completeness checks, and flags for data requiring review. 
•    The system must support qualifiers, comments, and attachments at the data point or record level to preserve context and defensibility. 
•    The system must support review and approval workflows appropriate for compliance related datasets, including the ability to track who entered, reviewed, approved, or modified records, with date and time stamps. 
•    The system must maintain an audit trail for key data fields, including edits, overrides, and reason codes. 
•    The system must support remote and mobile data entry and review workflows consistent with including field entry of operational and compliance data and attachment of supporting documentation. 
•    The system must support configurable electronic forms for routine operator data entry, including required fields, defaults, and validation logic, and must support plant specific views without breaking standardization.
3. Instrument verification and calibration tracking
•    The system must support tracking of instrument verification and calibration activities for laboratory and field instruments used to generate reportable or compliance related data, including benchtop, portable, and online instruments as applicable. 
•    The system must support configurable schedules and due dates for verification and calibration activities, with reminders and overdue tracking.
•    The system must support capture of verification and calibration records, including date and time, instrument identification, procedure or method reference, technician or user, pre and post values where applicable, pass or fail status, corrective actions taken, and attachments such as calibration certificates or bench sheets. 
•    The system must maintain an audit trail for verification and calibration records, including edits and approvals, sufficient to support defensible data and internal or regulatory audits. 
•    The system should support linkage between an instrument and associated sampling points, parameters, or methods so that instrument status can be evaluated in context with reported data, and the system should support flagging or exception reporting when data is associated with an instrument that is out of calibration or past due. 
•    The system must support export and reporting of instrument status, upcoming due items, overdue items, and completed verification and calibration history by facility and program area. 
•    The system shall allow users to change calibration and verification parameters to accommodate new standards.
4. Trending, dashboards, and operational visibility
•    The system must provide trending and visualization tools that support common operational use cases, including time series trending, comparison across facilities, and configurable groupings of parameters and locations. 
•    The system must provide configurable dashboards that can be tailored by role, facility, or program area, and should support drill down from a dashboard tile to underlying data and audit history. 
•    The system should support automated alerts or notifications based on configurable conditions, including threshold exceedances, missing data, and abnormal trends.
5. Reporting outputs and regulatory reporting readiness
•    The system must support scheduled report generation and export in commonly used formats, including excel and pdf, and should support word compatible outputs where narrative templates are required. 
•    The system must support configurable report templates and the ability to generate recurring internal reports for operations review and management reporting.
•    The system must support regulatory reporting readiness by providing traceability from reported values back to source data, including calculation steps, qualifiers, and approvals. 
•    The system must support facility level and consolidated reporting views, including the ability to produce reports for individual plants and summary reports across plants.
- Storm water program data management
1. Program structure, inventory, and ms4 organization
•    The system must support configuration of program areas and inventories that align with ms4 minimum control measures and the city’s storm water program structure, including the ability to enable only the modules the city elects to use. 
•    The system should support tracking for common municipal storm water program elements, which may include construction activities, post construction activities, municipal operations, and other inspect able programs, with configurable fields and workflows.
2. Mobile inspections, forms, and field documentation
•    The system must support digital inspections and field data collection using mobile devices, including the ability to capture photos, notes, and attachments, and to generate inspection report outputs. 
•    The system should support configurable inspection forms and outputs aligned with permit or city specific requirements. 
•    The system should support offline inspection capability with synchronization when connectivity is restored, or vendors must clearly state connectivity requirements and limitations. 
•    The system should support configurable inspection workflows that include deficiency categorization, corrective action assignment, and automated reminders through closure.
3. Weather tracking and rain related workflows
•    The system should provide weather tracking features that support storm water inspection timing, event documentation, and permit driven workflows, including use of trusted weather sources where available.
4. Issue tracking, corrective actions, and enforcement style workflows
•    The system must support issue tracking and corrective action workflows, including assignment, due dates, escalation, and closure tracking, with automated alerts or notifications to help close the loop. 
•    The system should support linkage between inspections, deficiencies, corrective actions, and supporting documentation so that program staff can demonstrate compliance actions and timelines. 
•    The system should create template based responses for inspections and enforcement.