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Client fills out the Utility Bill <br />Population Spreadsheet: <br />• Enter Vendor Name for Each <br />Account to be Enrolled in UBP <br />Service <br />• Enter Utility Bill Account <br />Numbers to be Enrolled in <br />UBP Service <br />• Enter the Vendor Websites <br />where bills are to be gathered <br />• Enter User Name for Vendor <br />Websites where bills are to be <br />gathered <br />• Enter Passwords for Vendor <br />Websites where bills are to be <br />gathered <br />• If bills cannot be gathered online, <br />client must indicate that clean PDF <br />bills will be supplied. <br />• Client will be given a secure <br />ShareFile link where PDF bills can be <br />Account and uploaded by the client for processing <br />Bill Gathering and import into Energy Manager. <br />• Implementation Specialist will review <br />Utility Bill Population Spreadsheet <br />with the client and discuss any <br />issues that would prohibit <br />enrollment and population of bills. <br />• Implementation Specialist will work <br />with data vendors to conduct <br />preliminary enrollment and identify <br />issues with selected accounts. <br />• Implementation Specialist will advise <br />client of any enrollment issues <br />identified, make changes as needed, <br />and will produce a final Utility Bill <br />Population spreadsheet. <br />• Client approves final Utility Bill <br />Population spreadsheet and <br />provides final validation of accounts <br />to be enrolled after which <br />modifications to accounts or <br />enrollments will be handled through <br />the change control process. <br />Client Project Lead <br />.Implementation Specialist <br />101 <br />i[7 <br />