For Microsoft ® Windows ® Comprehensive Utility Billing & Control System Software for Government &...

For For MicrosoftMicrosoft®® WindowsWindows®®

Comprehensive Utility Billing & Control SystemComprehensive Utility Billing & Control System

Software for Government & NonprofitsFund Accounting - Payroll - Utility Billing

www.drfrey.com

800-659-3739

1-859-441-6566

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ContemporaryContemporaryContinually improved with bold new features and improved usability on an ongoing basis.

Lasting InvestmentLasting InvestmentOur update policy keeps your software state-of-the-art without ever having to buy new versions. In 1996, our clients, on support, moved from DOS and Unix to windows without any additional cost!

Outstanding SupportOutstanding Support

Responsive And Knowledgeable Support Team. Answers When You Need Them

ScalableScalableDesigned To Meet The Requirements Of A Broad Range Of Users

Value PricedValue PricedUnique Pricing Designed To Meet The Needs Of A Wide Range Of Clients

ProvenProvenIntroduced In The 1970’s. Implemented In A True Microsoft Windows Format In 1996

Comprehensive Utility Billing & ControlC

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Powerful Billing CapabilitiesPowerful Billing CapabilitiesMetered ServicesMetered Services - - Water, Sewer, Gas, Water, Sewer, Gas,

Electric, and Other Metered ServicesElectric, and Other Metered ServicesUnmetered ServicesUnmetered Services - - Refuse, Hydrants, Refuse, Hydrants,

Street Lights, and Other Unmetered Street Lights, and Other Unmetered ServicesServices

Budget Billing – Budget Billing – Budget or Levelized BillingBudget or Levelized BillingInstallment BillingInstallment Billing - - Time Payment Plans, Time Payment Plans,

Payment ArrangementsPayment ArrangementsRUBSRUBS - - Ratio Utility Billing Systems For Ratio Utility Billing Systems For

ApartmentsApartmentsDeregulated BillingDeregulated Billing - - Provides for up to four Provides for up to four

components. components.

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This presentation is organized by topic. You can click on an item in the topic list and you will be taken to that section. At the end of the topic, there is a return link that will return you to the menu. If you press the Page-Down or Enter key at that point, you will go to the next topic in the order they are presented.

• General System Features: Security, flow, highlights• Base System Overview: Billing, Receivables and other features• Multi-user: Allows multiple users to access CUBIC concurrently• Productivity: Productivity tools like ACH, Imaging, and More• AMR-Interfaces: Automated Meter Reading devices• Budget-Billing: Fixed Billing Amounts for Uniform Payments• Installment Billing: Mechanism for time payment plans.• RUBS-Processing: Allocates utility bills in multi-unit complexes• CASS-Certification: Allows one to get more favorable postal rates.• Internet-Inquiry/Payments: Internet Based Services• Customer E-Billing: E-mail Bills, Alternative US Postal Service• Inventory Control: Tracks items, stock requirements, etc.• Meter Maintenance: Schedule, Track, And Document Testing• Backflow Prevention: Schedule, Track, And Document Testing• ODBC Data Dictionary: Information Management Tools For CUBIC. • Microsoft SQL Database: Microsoft SQL data base alternative• End of Demonstration:

CUBICCUBIC® ® Overview & Options Overview & OptionsClick The Click The UnderlinedUnderlined Item to See DetailsItem to See Details

Powerful Security, by Menu Item and UserPowerful Security, by Menu Item and User

Access Options Include:

Full Access

View Only

No Access

Access Limits by Programs

Login Name / Password Controlled

Options to Force Password Changes

System Activity Logs

Main Menu BarMain Menu BarPresents logical categories such as Customers, Billing, Receipts. They are accessed by clicking on the item. Programs within that selection then appear. The True Microsoft Windows design makes sense. It provides fast navigation and True Windows consistency. Learning how to use CUBIC® is easy!

On-line Manual For Help In A True Microsoft Windows HTML Format. Remote Help Allows Our Support Staff To Instantly Assist Via The Internet Annual Releases Make Your System State-of-the-art Interim Updates Keeps Your System Error Free Newsletters Inform You Of The Latest Events And Improvements Annual User Conference Provides Training And Networking Opportunities

Powerful Help SystemsPowerful Help Systems

CUBICCUBIC®® Reports For All Needs Reports For All Needs

Print Preview For ReportsPrint Preview For Reports Page Selection And Number Of Copies OptionsPage Selection And Number Of Copies Options Proportional Space Fonts For Enhanced Proportional Space Fonts For Enhanced

AppearanceAppearance Optional, Export Financial Reports To Microsoft Optional, Export Financial Reports To Microsoft

ExcelExcel Scheduler To Select Groups Of Reports For Scheduler To Select Groups Of Reports For

ProcessingProcessing Integration Available Via Open Data Base Integration Available Via Open Data Base

ConnectivityConnectivity Format Options For Bills, Delinquent NoticesFormat Options For Bills, Delinquent Notices

True MS Windows Interface Postnet/Customer Bar Coding Levelized / Budget Billing Unlimited Bill/Pay, Usage History Microsoft SQL Server Option ODBC Connectivity WORD, EXCEL,

Crystal Reports, and other ODBC Products

Cash Drawers, Bar Code Scanners, Receipt Printers

AMR Hand Held Units, Radio Reads User Definable Fields User Definable Work Orders Rate Studies Document Scanning/Imaging Automatic Deposit Refund Checks CASS Postal Certification ACH Bank Drafting

Real Time And Batch Processing Options

Deregulated Billing Multi-Property Billing/Receipting Extensive CIS (Customer

Information System) 100s of Selectable Reports Message/Note Alarms Usage Graphing Internet Customer Inquiry,

Payments, E-Billing Postcard, User Defined Statement

Bill Formats Meter Maintenance System Backflow Prevention System Enterprise Networking Fully Integrated Fund Accounting

System Available

Powerful Features

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Service & SupportService & SupportDaily… Toll-Free 800 Number:

Fast attention, no long waits… Dial-in diagnostic support:

Instant Answers… 24 Hour Fax/Messaging:

Jump started assistance… Internet Software Updates:

Regular improvements, with electronic notification, no need to wait until the next release…

User Newsletters:Keep you up-to-date on industry and technology activity

Annual… User Survey:

Your input defines future enhancements

Major Software Updates: More than just bug fixes…

New Documentation:Updated manuals every year

User Conference:Recurrent training and peer networking

Click Click HereHere to Go To The Options Menuto Go To The Options Menu

Basic Billing/Receipts/Customer InformationC

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CUBIC comes as a core system that can readily address the needs of the most demanding operations. All of the following capabilities are provided in the base system:

• User Definable Preferences, Report Schedulers, And More• Extensive Customer Information Database, With Notes, Alarms• Unlimited Bill, Payment, And Consumption History, With Graphs• Billing For Metered And Unmetered Services, Including Taxes• Deposit Management, Refunds, Adjustments• Work Orders, User Configurable Options• Rate Studies With User Options • Postcard Or Statement Bills And Delinquent Notices• Cash Receipts With Powerful Features• Interface With BUCS Fund Accounting For G/L Entries, Refunds• Complete Financial Reports And Consumption Information

Powerful Customer Manager• Selectable Search OptionsSelectable Search Options• Key A Portion Of The Search InformationKey A Portion Of The Search Information• Filter By TypeFilter By Type• Switch Functions By Pressing The Appropriate ButtonSwitch Functions By Pressing The Appropriate Button

Search Key

Search Options

Functions Buttons

Filter Check Boxes

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Tabs logically organize the data. Click on a tab to view the information.Note Alarms can be set so that when you access the customer Note messages will appear. Follow-up dates too…Owner Information: Similar information carried for the owner

Tabs logically organize the data. Click on a tab to view the information.Note Alarms can be set so that when you access the customer Note messages will appear. Follow-up dates too…Owner Information: Similar information carried for the owner

Extensive Customer Information

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Service Location

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Important Service Location information is carried for each site

Get a Map of the Location

Display Printable Map For Customer

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® Click on the map button next to any account address field

GIS system interface also available

Customer Unlimited Bill/Pay HistoryC

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Unlimited Bill/Pay History: Transactions are

logically listed in most recent order.

Double Click Item: Drill down to the transaction details.

Drill DownDrill Down Displays All Information About The Transaction Displays All Information About The Transaction

Customer Bill/Pay HistoryC

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Customer ServicesC

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View Services for the account

Rate information for each service is easily displayedrevealing codes and exceptions. The Meters, Usage, and Graph Tabs explore additional account information.

Rate information for each service is easily displayedrevealing codes and exceptions. The Meters, Usage, and Graph Tabs explore additional account information.

Customer Customer ServicesServices

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® Service Detail DisplaysService Detail Displays

Meter Information: Contains all pertinent meter related information such as rates, dates, Serial Numbers, depositamounts, etc.

Meter Information: Contains all pertinent meter related information such as rates, dates, Serial Numbers, depositamounts, etc.

Service Meter Service Meter InformationInformation

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Usage information: Contains all readings,seasonal estimates, dates, changeout information and unlimited usage history.

Usage information: Contains all readings,seasonal estimates, dates, changeout information and unlimited usage history.

Unlimited Usage HistoryUnlimited Usage HistoryC

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Graph: reveals usage comparisons. Current and previous year ranges reveal consumption patterns.

Graph: reveals usage comparisons. Current and previous year ranges reveal consumption patterns.

Usage History GraphC

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User Definable Custom FieldsC

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The User Defined Fields allow you to customize CUBIC Alpha Fields ( 30 Characters)Numeric Fields (10 digits)Amount Fields (9999999.99)Date Fields (YYYYMMDD)Date Format Changeable

Unlimited Notes may be made on accounts. Alarms automatically notify you on the follow-up date

Customer NotesC

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User defined note types

Assign follow-up Dates

Prepare letters, attach

Images, scan and attach

Note alerts, assignable

Auto Display Follow-ups

Customer NotesC

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*G/L codes provide complete accounting control over each rate code.

Rate Code Data

Define Rate Code

Service Type

Abbreviation

Description

Penalties

Tax Rates

G/L Code

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® Establish an Unlimited Number of Rate Codes!

Minimum Usage and Charges can be set for as many as ten different meter sizes per rate code.

Rate Code MinimumsC

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Step or Block Rates are defined. Example::First 1000 gal. charge $2.40/gal.Next 9000 gal. charge $2.35/gal.All Above charge $2.25/gal.Note: Similar step rates are available for unmetered services.

Step or Block Rates are defined. Example::First 1000 gal. charge $2.40/gal.Next 9000 gal. charge $2.35/gal.All Above charge $2.25/gal.Note: Similar step rates are available for unmetered services.

Rate Code StepsC

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CUBIC® Billing Options

Interactive: By Account, Individual/GroupsInteractive: By Account, Individual/Groups

Batch: Estimates And/Or Flat Rate ServicesBatch: Estimates And/Or Flat Rate Services

AMR AMR AAutomated utomated MMeter eter RRead Devicesead Devices

Deregulated: Up To Four Billing Components Deregulated: Up To Four Billing Components

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® Data Entry

Billing Options C

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Billing Entry/Edit Window: Provides for easy entry of readings. It also has access to functions like: Bypass Account, Rebill Service, Overrides, Notes, Exceptions, Graphs, and Usage History

Billing: Enter the reading. The billing is displayed. It reveals dates, balances, editing fields, usage and charges, along with Option Buttons.

Billing: Enter the reading. The billing is displayed. It reveals dates, balances, editing fields, usage and charges, along with Option Buttons.

Billing OptionsC

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Billing OptionsC

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Individual Customer Messages: Individual,Up to four lines are available.

Messages to All Customers: Global,Two lines are available.

Postcard Style Bill

Post Net BAR CODE

SERVICES

REMITTANCE STUBBILLINGMESSAGES

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*Option to Create your own Statement Bill Format Using Crystal Reports™

USAGE

Sample Statement BillC

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User Can Format Using optional Crystal Reports or use the standard format statement bill provided in CUBIC®.

User Can Format Using Optional Crystal User Can Format Using Optional Crystal ReportsReports

A Postcard Format is Also AvailableA Postcard Format is Also Available

Delinquent NoticesC

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Receipts ProcessingC

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Your Tool Box provides all of your needs: Multiple payment types, notes, usage and service history, graphs, notes, deposits, and more. Handles over and under payments and multi-property payments too. Everything you need is at your fingertips!

Detail the account, dates, tasks, and other important information. The user has the ability to define job codes as needed. User formatting is available using optional Crystal Reports. Optional Inventory interface is available.

Work Orders

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Utilize CUBIC® Work Orders in the field when you equip your service personnel with wireless notebook computers!

Terminal services or Citrix is installed on the wireless laptops.

The field computer can now connect to the CUBIC® application running on the utility’s in-house server via VPN.

Work Orders

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Multi-User Option CapabilitiesMulti-User Option CapabilitiesC

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Provides for ten concurrent users, more available Restrict program access by login and password Restrict program access by: None, View, Update Complete file and record sharing Extensive locking controls where needed Instant access to users logged on system Log of all use by user, program, in and out times Log of abnormal terminations like turn-offs, crashes

A concurrent user is one that is logged onto CUBIC and has selected a program


Multi-User Option Connectivity Multi-User Option Connectivity C

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Client Server Networks Peer-to-Peer Networks Thin Client Using MS Terminal Services Thin Client Using Citrix

Internet Deployment


Productivity FeaturesProductivity Features

•Utility Cashiering•Account Bar Coding•Post Net Bar Coding•Document Imaging•ACH, Automatic Bank Debit•Batch Receipt Processing

Donald R. Frey & Co. SoftwareDonald R. Frey & Co. Software800-659-3739800-659-3739

Utility CashieringUtility Cashiering

Your Tool Box provides all of your needs: Multiple payment types, printed receipts, cash drawer, laser scanners, bill/payment, notes, usage and service history, graphs, notes, deposits, and more. Handles over and under payments and multi-property payments too. Everything you need is at your fingertips!

Your Tool Box provides all of your needs: Multiple payment types, printed receipts, cash drawer, laser scanners, bill/payment, notes, usage and service history, graphs, notes, deposits, and more. Handles over and under payments and multi-property payments too. Everything you need is at your fingertips!

Bar Coding SpeedBar Coding Speed

•Press [ENTER]Press [ENTER]

•Scan the next bill.Scan the next bill.

•Process 100’s of receipts Process 100’s of receipts per hour!per hour!

•Instantly locate the customers Instantly locate the customers account in the database.account in the database.

•Verify the payment matches Verify the payment matches the amount due.the amount due.

Qualify for Postal Service Discounts With Qualify for Postal Service Discounts With Post-Net Bar Codes.Post-Net Bar Codes.

A convenient means of scanning images of original documents for easy retrieval and future reference. No more rooting through paper files!

1. Original Document

2. Click [Add Image]

3. Scan Document

4. Automatically Attaches to customer note with image path.

5. Retrieve anytime, just click view.

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Document ImagingDocument Imaging

Add Image

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4

Now you can offer customers automatic bank debit payment of their utility bill each month. Just check the ACH box, and enter the customers bank account information and routing number, and you are set to go!

1. Check the Customers ACH Box

2. Enter Bank Account Number and select Type

3. Enter Customers Bank Routing Number and Name

ACH PaymentsACH Payments

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Batches of payments, write-offs, deposits, deposit reversals, NSF checks, NSF Deposits, and reversals may be entered. These batches of payments may then be reviewed for accuracy, and then updated to the proper accounts with a single click of the mouse.

Batch ProcessingBatch Processing

•Utility Cashiering•Account Bar-coding•Post Net Bar-coding•Document Imaging•ACH, Automatic Bank Debit•Batch Receipt Processing

Productivity FeaturesProductivity Features

Donald R. Frey & Co. SoftwareDonald R. Frey & Co. Software800-659-3739800-659-3739




AMR Automatic Meter Reading InterfacesOther Types and Suppliers also available

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TYPESTYPES

Hand Held Units

Touch Readers

Radio Readers

Remote Readers

Sub-Meters

SUPPLIERSSUPPLIERS

Badger

Datamatic

Hunt (Turtleware)

Itron

Logicon

Radix

Sensus

Schumberger

AMR Process FlowAMR Process FlowC

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CUBICCUBIC Creates File of accounts to be read

Billing Computer:AMR softwareAMR software loads accounts onto AMR device

Reader:Reader: Takes AMR Device into field and collects readings

Billing Computer:AMR Software moves “reads”AMR Device to the computer

Billing Computer:CUBIC processes reads and creates billing “review” file

Billing Computer:“Review” file is audited, CUBIC produces the bills

Hunt Turtleware Process FlowHunt Turtleware Process FlowC

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Turtleware Computer:Hunt Software: Hunt Software: Reads meters remotely and creates file ofaccounts to be billed.

Billing Computer:CUBIC processes reads and creates billing “review” file

Billing Computer:“Review” file is audited, CUBIC produces the bills


Levelized: Levelized: This is a form of even billing designed to keep variances in billed amounts to a minimum. This is a free option available to all CUBIC users.

Budget: Budget: This is a form of even billing designed to keep billed amounts uniform and to revise the budget amount annually or as needed. This is a priced option for CUBIC users.

Budget Billing OptionsC

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Levelized Billing ProcessLevelized Billing Process Customer is identified for Levelized BillingCustomer is identified for Levelized Billing Each time a bill is prepared, a levelized amount is Each time a bill is prepared, a levelized amount is

calculated by totaling the last twelve months of bills calculated by totaling the last twelve months of bills and dividing by eleven.and dividing by eleven.

If history is lacking, an estimating formula is used.If history is lacking, an estimating formula is used. If there is an adjustment amount entered for the If there is an adjustment amount entered for the

customer, the suggested amount is then adjusted by customer, the suggested amount is then adjusted by that amount.that amount.

The suggested amount is compared with the actual The suggested amount is compared with the actual amount of the bill. The larger amount is then used as amount of the bill. The larger amount is then used as the suggested amount. the suggested amount.

This can be started at any time. However, it works This can be started at any time. However, it works best when started in the best when started in the low low billing months.billing months.

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Budget Billing ProcessBudget Billing Process When a customer is identified for Budget Billing, the budget amount is When a customer is identified for Budget Billing, the budget amount is

calculated and displayed. The operator can override the calculated calculated and displayed. The operator can override the calculated amount, as desired. amount, as desired.

The budget amount is calculated based on the number of months of The budget amount is calculated based on the number of months of history used in the calculation. The current account balance is added history used in the calculation. The current account balance is added to the summed history. The devisor can be set by the user. to the summed history. The devisor can be set by the user. Normally, it is the sum of twelve months of bills divided by eleven. Normally, it is the sum of twelve months of bills divided by eleven.

As a part of the customer budget billing setup, a settlement month As a part of the customer budget billing setup, a settlement month may be selected. The settlement month is when the history is may be selected. The settlement month is when the history is reviewed and a new budget amount is calculated.reviewed and a new budget amount is calculated.

A settlement program is run for each settlement month used. This will A settlement program is run for each settlement month used. This will cause all accounts with the selected settlement month to have their cause all accounts with the selected settlement month to have their amounts recalculated.amounts recalculated.

A delinquent report is available for customers on budget billing.A delinquent report is available for customers on budget billing.

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Installment Billing OptionInstallment Billing OptionC

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Provides for the billing of expensive items, such as tap fees, using a time payment plan established by the user.

Installments can also be used to settle unpaid past-due balances. The past-due balance is transferred to an installment plan allowing it to be paid off in increments.

If an installment is created to settle an unpaid balance, general ledger posting entries will be appropriately made.


Installment Billing OptionInstallment Billing OptionC

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User defines:Total amount of the installmentNumber of payment periods Agreement Number

System automatically adds the installment charge to the bill and reduces the installment balance.

An aging report is available which presents the amounts in-total, current-due, due-next-year, following-year, and due beyond two years.


RUBS SetupRUBS Setup

•Each unit in a property has the number of occupants and/or square footage entered.

•Rubs rate codes are set up for each property, by service. Percentages are established by square footage and/or occupants for the service. Common area reduction is entered.

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® RUBS (Ratio Utility Billing System) is designed to allocate utility bills in multi-unit complexes based on occupancy and/or square footage. It can also bill for other charges such as rent.

RUBS ProcessingRUBS Processing

•Utility bills, by service, are entered for each property

•Proration for unit move-in and move-out dates is provided.

•Properties are processed updating the allocation percentages for each unit.

•RUBS bills are generated and placed in a batch file for review before updating.

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CASS CertificationCASS Certification

CASS certification is a system designed by the US Post Office to validate street addresses and assign delivery points. This coding allows one to use more favorable postal rates. If you are sending out more than approximately 3,500 bills monthly, CASS will provide you with significant savings in postage.

There are three components to CASS.

1. Frey Software which interacts with CASS third-party software to validate addresses.

2. Third-party software that processes the address information for Frey software and performs the validating process.

3. A CASS compact disk, supplied by the third-party, which contains postal address certification and delivery information. An updated disk is sent every two months.

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CASS Certification ProcessCASS Certification Process

• When a customer is entered or edited, a CASS validation of the address will be performed.

• Before printing bills, a CASS certification will be done on the customers being billed. If address errors are detected, a report will print listing the offenders with suggested corrections.

• A CASS Certification report will print which is given to the Post Office along with the bills.

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Internet Inquiry/Payment OptionInternet Inquiry/Payment Option

• 24/7 Access to their account information via the internet

• Offer customers an online payment option which will not burden the utility with payment processing cost

• Decrease calls to the utility office by enabling customer self service

• Decrease delinquents & shut offs

• Enhances customer service

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Duke Energy provides electricity and natural gas to customers throughout the Southeast, Northeast and Canada. Its subsidiary, Duke Power, supplies electricity to more than 2.2 million customers in North and South Carolina. Another subsidiary, Crescent Resources, manages land and commercial properties.

In 2004, Duke Energy reported revenues of $22.5 billion and net income of $1.5 billion.

Major Utilities Are Adopting Credit Card Bill Payment Major Utilities Are Adopting Credit Card Bill Payment “For a Fee”“For a Fee”

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Customer Internet Inquiry - UploadCustomer Internet Inquiry - Upload

Generate databaseAn encrypted file of non sensitive information is created to

be uploaded.• Transfer Database: The file is uploaded to Frey’s

secure Internet site.

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Customer Inquiry - Account ActivityCustomer Inquiry - Account Activity

Each metered service can be selected.

Usage history is displayed for the last two years.

Pay Bill Online Button

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Customer Inquiry - Usage GraphCustomer Inquiry - Usage Graph

Each metered service can be selected.

Usage history is graphed for the last two years.

Customer “Clicks” Pay-on-line Button To Proceed to the Online payment option screen.

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Select Major credit card: Visa, AX, Discover, MC

Enter account number information for the method of payment, expiration date, etc.

Review charges and press Continue to process.

Payment Screen TransactionPayment Screen TransactionC

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Payment Processing - BackendPayment Processing - BackendC

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Payments are accumulated by the processor throughout the day.Payments are accumulated by the processor throughout the day.The next business day, the utility company downloads the payment The next business day, the utility company downloads the payment file from the processor’s VPN (Virtual Private Network).file from the processor’s VPN (Virtual Private Network).

CUBIC: Simple Batch Payments are selected and the Import CUBIC: Simple Batch Payments are selected and the Import button is pressed. The file is accessed and the payments are button is pressed. The file is accessed and the payments are applied to the accounts.applied to the accounts.

E-Billing Option OverviewE-Billing Option Overview

E-Billing works in conjunction with the Internet Inquiry-Payments option. E-Billing allows bills to be e-mailed to the customers who ask for such a service.

Did you know that it can cost around 40¢40¢ to prepare and send out a bill? E-Billing offers a great opportunity to cut those costs.C

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4040¢ Each¢ Each

E-Billing Option ProcessE-Billing Option Process

• E-Bills are created as a part of the regular billing process.

• The E-Bill information is encrypted and uploaded to the Internet.

• E-mails are sent to the customer containing a link to their bill.

• The latest bill, in statement form, can be viewed at any time

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• Creates/Maintains Inventory Item File Creates/Maintains Inventory Item File

• Provides For Receipts, Issues, Adjustments To ItemsProvides For Receipts, Issues, Adjustments To Items

• Reports On Inventory Levels And Valuations Reports On Inventory Levels And Valuations

• Prepares Management Reports Such As Reorder Prepares Management Reports Such As Reorder WorksheetsWorksheets

• Integrates With CUBIC Work Orders To Relieve InventoryIntegrates With CUBIC Work Orders To Relieve Inventory

• Allows Work Order Assemblies To Be CreatedAllows Work Order Assemblies To Be Created

• Integrates With BUCS Accounting For Vendor DataIntegrates With BUCS Accounting For Vendor Data

Inventory OptionInventory OptionC

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Inventory ReportsInventory Reports

Inventory Item ListInventory Item List

Stock Status ReportStock Status Report

Reorder WorksheetReorder Worksheet

Activity ReportActivity Report

Valuation ReportValuation Report

Physical ListPhysical List

Critical reports for inventory management

Easy to use Easy to use tooltool for managing inventory for managing inventory

Reports for inventory valuation

Convenient management of inventory balancesConvenient management of inventory balances

Provides Provides AssemblyAssembly lists for lists for standard standard projectsprojects

Integrates with CUBIC work orders to relieve inventoryIntegrates with CUBIC work orders to relieve inventory

ODBC accessible for Customized reportsODBC accessible for Customized reports

Inventory OptionInventory OptionC

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Provides a mechanism for the scheduling of meter reliability testing at user-defined intervals, maintenance of test results records, and the expansion of meter-related information pertinent to operations. Meter testing is important because it insures the accuracy of metering devices.

Many regulators require such testing as a part of the utility’s operation. There is also another good reason for testing. Meters tend to under record usage as they get older because of scale, etc.

There is no need to be concerned about operations field personnel accessing sensitive customer data. They can be restricted so that they do not have access to that information.

Meter Maintenance OptionMeter Maintenance OptionC

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Meter database is created and assigned as available or to a location.

Meter data can be accessed by meter serial number or serial number.

Meter data can also be accessed by customer account.

Meter testing report is run periodically, listing meters to be tested.

Meters are tested and results entered in the testing program.

Test result documents may be imaged and attached to the test.

Meter Maintenance FlowMeter Maintenance FlowC

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Meter Maintenance ScreenMeter Maintenance ScreenGeneral InformationGeneral Information

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All of the basic information about the meter: water, gas, and electric

Meter Maintenance ScreenMeter Maintenance ScreenLocation HistoryLocation History

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History of meter locations showing account, service address, install date and reading; removal date and reading

Meter Maintenance ScreenMeter Maintenance ScreenTest HistoryTest HistoryC

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Test history by date. Double-click item to see details of test

Meter Maintenance ScreenMeter Maintenance ScreenTest History, DetailsTest History, Details

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Details of test. Test document can be scanned and included.

Backflow testing is required when customers have a piping arrangement where backflow into the public water system might occur. They are common in industrial applications and also can be found in residential settings where irrigation systems are in place. These systems require regular testing either by the utility operator or by licensed plumbers.

The software prints notices at the prescribed interval and provides follow-up reports for those who have not submitted the proof of testing documents.

Proof of testing reports can be scanned and attached to the unit.

CUBIC integrates all of this information into its customer database. Operations personnel can be restricted so that they do not have access to sensitive customer data.

Backflow Prevention OptionBackflow Prevention OptionC

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Backflow device information is entered into the database.

Accessed by utility & manufacturer serial number, name, address, book/account.

Backflow test notices are printed periodically, usually monthly.

Notices are sent to the responsible parties.

Notices can be formatted using a word template.

When proof of test documents are received, they are entered.

Proof documents are scanned and attached to the database.

Provision for late notices, etc. Is also included.

Backflow Prevention FlowBackflow Prevention FlowC

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Backflow Prevention ScreenBackflow Prevention ScreenContains Details About The Backflow DeviceContains Details About The Backflow Device

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Backflow Prevention ScreenBackflow Prevention ScreenContains History About The Backflow DeviceContains History About The Backflow Device

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Double Click An Item For Details, Includes Notices, Test Reports, etc.

Backflow Test NoticeBackflow Test NoticeCreated using a WORD Merge DocumentCreated using a WORD Merge Document

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Provides for First, Second, and Final Notices

JOSEPH SMITH23 GRANDVIEW ROADFT. THOMAS, KY 41075

SUBJECT: FIRST BACKFLOW PREVENTION ASSEMBLY (BPA) TEST NOTICECOMPLIANCE DATE: 08/15/2006

Dear JOSEPH SMITH,

Our records indicate the following backflow prevention assembly is due annual testing.

Location: Book: 1 Account: 10Device Serial Number: AMDC-874561Type: DOUBLE CHECK VALVE Manufacturer: AMES Model: 2000B Size: 1"

Backflow assembly testing is required in order to comply with Any Utility Company Ordinance #1. Per this ordinance, backflow prevention assemblies must be tested on installation and annually thereafter by a licensed tester. This letter is notification that the BPA listed above must be tested by 08/15/2006. Failure to comply with this requirement shall be sufficient cause for the public water system to terminate water service.

It is your responsibility to make arrangements to have your BPA tested.

Please contact us to verify our receipt of your test report of if your contractor or certified backflow prevention assembly tester requires additional time or information.

Thank you for your compliance,

Any Utility CompanyBackflow Prevention Section

FIRST NOTICE


ODBC, Open Data Base Connectivity, is a mechanism to connect the CUBIC database to any ODBC compliant product. Below are a few examples of some ODBC compliant software:

Crystal Reports: Query and report writer

Microsoft WORD: Word Processor

Microsoft Excel: Spreadsheet

SQL Structured Query Language: Programming language

Microsoft ACCESS: Programming language

ODBC OptionODBC OptionC

UB

IC®


CUBIC uses a data storage medium called Vision. It is fast, reliable, inexpensive, and can connect with a multitude of other software products using ODBC connectivity.

However, some clients prefer to use Microsoft's SQL Database as a storage medium. They want this because it provides them with a common medium for all applications.

MicrosoftMicrosoft©© SQL Database Option SQL Database OptionC

UB

IC®


Utility BillingUtility Billing

This demonstration has illustrated some of the powerful, tested, state-of-the-art features that has set CUBICCUBIC®® apart from other products since 1974. For more information contact...

Powerful, Easy-to-use, Reliable Software

CU

BIC

®

Donald R. Frey & Company, Inc.Donald R. Frey & Company, Inc. 1-800-659-3739 Fax (859)441-7152

Outside the U.S.A (859)441-6566E-mail [email protected]

www.drfrey.com




Software for Government & NonprofitsFund Accounting - Payroll - Utility Billing

www.drfrey.com

800-659-3739

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BIC

®

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