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.r� CITY OF SANTA ANA <br /> 9. Capital Budgeting Features <br /> a. Seamless integration with the operating module to avoid budget entry duplication. <br /> b. Enter and track multi-year operating budget impacts of capital projects and link the cost <br /> impacts to the development of the Forecast <br /> c. GIS Mapping by Council Ward or neighborhoods <br /> i. Ability to export shapefiles individually by project or bulk <br /> ii. Ability to color the lines/shapes differently for different project types <br /> d. Prioritize and rank projects based on user-defined criteria <br /> e. Create custom fields (e.g. LEED certification, project start date, project and date) <br /> f. Project status identification (future, current, close-out) <br /> 10. Training <br /> a. Vendor can provide system functional training to users and system administrators <br /> b. Provide functional training documentation for end-users and administrators <br /> c. Vendor provide training for project team <br /> Preferred Requirements <br /> 11. Cost Allocation Plans <br /> a. Development of cost allocation plans for central service functions and cross charges <br /> 12. Budget Book Document <br /> a. Compile budget data (numbers and text) for pagination of budget documents, including a <br /> Table of Contents <br /> b. Easily edit, integrate and format custom Excel charts, graphs, and tables into the Budget <br /> Book document. <br /> c. Manage text, data, and publishing components for multiple documents (operating <br /> budget, capital budget, miscellaneous fee schedule, etc.) <br /> d. Ability to produce and publish print-ready documents, including the annual budget, that <br /> includes highly formatted text, images, and other non-financial data <br /> e. Provide both Digital Budget Book and print publishing features <br /> f. Budget Book that meets the Government Finance Officers Association (GFOA) budget <br /> criteria and compliance <br /> 13. Miscellaneous/User Fee Development <br /> a. Identification of fee cost components (e.g., fully-burdened personal service costs by <br /> position; percent of positions; related cost allocation percentages; non-salary costs) <br /> b. Automatic updates and multi-year forecasting of fee cost components <br /> c. Calculation of revenue generated based on activity level <br /> d. Calculation of cost-recovery level <br /> e. Roll-over of fee cost components to the next fiscal year <br /> 14. Grant Management <br /> a. Application support <br /> b. Post-Award management including audit/compliance support features <br /> c. Subrecipient management <br /> 15. Additional Capital Budgeting Features <br /> a. Ability to track mid-year GIP amendments <br /> b. Additional mapping features such as creating layers and labels; integration with esri, a <br /> GIS mapping software <br /> c. Provides email notifications to each level of relevant approvers as project status is <br /> promoted or demoted to a specific stage in the approval process <br /> City of Santa Ana RFP No,25-020 Page 18 of 32 <br />