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• ,.. x : x11211.Ytn c(1\' Y,)IaIES BEACH <br /> 18070 Collins Avenue • <br /> Sunny Isle oe,cn, FIQ ico 33160; k�,it • <br /> .305:947.0606 - <br /> A o . s <br /> _ <br /> (hh 0,so,0� <br /> a) Describe all reports available and the software used to receive and view reports. Provide <br /> an overview of reporting cycles, procedures, and capabilities. Provide a sample of each <br /> detail and summary report available or a link to sample reports online. Is all information <br /> and all reports available on the Internet? Define the download capabilities, level of <br /> customization, and drill down capabilities available on online reporting and reports. <br /> Describe the daily and/or monthly reconciliation reports available to the merchant. <br /> Define: <br /> • standard reports(transaction reports, funding reports, etc.) <br /> • special reporting capabilities <br /> • level of detail available <br /> • retrieval capabilities <br /> • imaging capabilities <br /> • access mode <br /> • reporting frequency <br /> b) What is the standard delivery time frame for reports and statements? What alternatives <br /> are available? <br /> c) What delivery methods are used for reports and statements(e.g., mail, email,and fax)? <br /> d) Does the firm retain or archive reports for clients?Can all reports be downloaded? <br /> e) Is historical information regarding sales, refunds, and charge backs maintained in a <br /> database for access by the merchant? If a merchant needs historical reports (from a <br /> previous reporting period)or a specific time frame how are they made available?How far <br /> back are reports available? How long is reporting data stored in your system? How much <br /> time does it take to retrieve historical reports or data? <br /> f) Describe how multiple merchant numbers are reported and the flexibility afforded the <br /> merchant for customizing the reports. Can the merchant "roll up° specific groups for <br /> reporting independent of other groups? <br /> g) Can reports be tailored to send specific sections, for example, report groups comprising a <br /> subset of merchant numbers, to different locations? Is there an additional cost for this <br /> service?What charges are involved in customized reports? <br /> h) Can reports be tailored to specific financial accounting time schedules? <br /> i) Describe ad hoc reporting capabilities. <br /> j) Describe the training and re-training available for the firm's reports. <br /> END OF SECTON <br /> City of Sunny Isles Beach I Request for Proposal No. 13-03-01 16 <br />