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Customer Information System (CIS) Replacement Project

Presented by Greg Larsen & Kerri Wendell

December 21, 2015

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Today’s discussion

• Why upgrade the Customer Information System (CIS)?

• Link between strategic investment and customer benefit

• Benefits and Costs

• Tentative project schedule

• Next Steps

No decisions today - information only

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Background

• Current PeopleSoft CIS implemented in 2004 • Technical support ended in June 2009 • Current platform does not support future

strategies – Customer experience – Advanced two-way metering

• Outage management

• Time to upgrade

Asset Management

Meter Reading

Field Orders

Billing

Payments

Rates Credit & Collections

Conservation tracking

Customer Information

What our CIS does today

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Technical Foundation • CIS is a critical and foundational application • Upgrade will support existing utility functions and

provide options for advanced two-way metering and outage management

• Requests for proposal (RFP) will address meter data management (MDM) system procurement as part of concurrent efforts to identify options for advanced two-way metering and outage management

• Other concurrent efforts will transpire throughout the CIS/MDM procurement and upgrade effort

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Strategic and Tactical Linkage

• The CIS effort supports 2016 District Objectives and Initiatives: – Commit to the highest-level of customer-owner

satisfaction – Making continuous improvement in efficient,

effective, compliant and risk-assessed operations – Enhance the Customer Experience – Advance Two-Way Metering Capabilities – Upgrade Customer Information System

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Strategic and Tactical Linkage

• The CIS effort supports IT’s philosophy to: – Provide reliable, efficient and excellent customer

service to District personnel and customers – Maintain highly secure and available systems – Look for both functional and technical opportunities

to enable operational excellence: • Increase productivity • Improve decision making • Optimize costs • Facilitate financial, asset, risk and compliance management • Provide excellent customer experience

Customer Experience - Future Options

Improved customer portals

Outage maps Mobile options Pre-paid metering

Better organization of customer contacts

2-way metering –data management

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Estimated Project Costs & Timeframe

$245,000 2016 O&M Software Selection / Procurement Consultant

$2.5M to $4.5M Working Estimate (Capital & O&M) (Subject to change as requirements

identified and options evaluated)

Implement CIS Q1 2017 to Q2 2018 (CIS implementation timeline dependent on

software selected, but 18 months is typical timeframe for an entity of our size)

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Current activities • Engage consultant to assist in CIS/MDM RFP process • Oracle and NISC software demos • Site visits • Collaboration between CIS replacement, advanced

2-way metering and outage management options

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RFP Consultant Details • CIS/MDMS Assessment

– CIS/MDMS Industry Educational Workshops – Needs Assessment – Systems Environment Review – Business, Functional & Technical Work Sessions – Risk Register

• CIS/MDMS Selection and Procurement – Establish Scoring Criteria – Vendor Evaluation & Demos – Evaluation of Vendor Responses – Vendor Selection / Confirmation – Contract negotiations

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Tentative Schedule

• Retain RFP Consultant Underway • Develop RFP Q2 2016 • Execute RFP Q3 2016 • Procure Software Q4 2016 • Retain System Integrator Q4 2016-Q1 2017

Project Org Chart Project Sponsors

John Stoll / Kelly Boyd

CIS/MDM/AMI Program Manager

Sam Dilly

Functional Leader Kerri

Wendell

IT Technical Leaders

Ken Smith DJ Doughty

Fiber & Telecom

Bob Shane

Other Stakeholders

System Operations Chad Bowman

Engineering Chad Rissman

Communications Suzanne Hartman

ERM Mark Mullins

Finance Jon Borell

Cyber Security Randy Pauli

CU Ops Leader Andy

Wendell

Conservation Andrew Grassell

System Integrator Project Manager

Legal & Procurement

Karen Wiggum

Craig

Weddle

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Next Steps • Request Board approval of

resolution for Software Selection and Procurement Consultant

January 2016

• Overview of advanced two-way metering project Q1 2016

• Periodic status updates for CIS/MDM, advanced two-way metering and related options

Throughout 2016