8366_RFI_AttA_Information Sheet.docx

RFI # S-91400-00011654 (OHCS #8366)

Attachment A – RESPONDENT INFORMATION SHEET Legal Name of Entity:

Address: City, State, Zip:

Contact Name:

Telephone: Email:

Oregon Business Registry Number (optional):

Check the box(es) to indicate the type of Application:

☐ COTS (off-the-shelf with no-code configuration)

Check the box(es) below to identify hosting architecture:

1. Check the boxes below for each category if software has the following:

3.1. Capability

Include in your Response if the system has the following general capabilities:

☐Create a long form report for a third-party security audit.

☐ Create customized reports through a system UI (user interface).

☐ The ability to view or print standard or custom reports.

☐ Provide data driven trend analysis.

☐ Includes a customer portal.

☐ Document and track customer inquiries (calls, emails, inquiries, etc.) and current customer contact information into a singular contact file.

☐ Triage cases, prioritizing and categorizing time-sensitive issues (e.g., eviction, foreclosure, etc.).

☐ Assign inquiries to staff based on subject matter expertise/role via request type.

☐ Ability to search for customers in database.

☐ Support storage and indexing of applicant records.

☐ Redundant data storage and 99.5% or greater uptime.

☐ Workflow management.

☐ Auto-schedule deadlines.

☐ Contact information management.

☐ Filter/sort by custom fields/categories.

☐ Automated/customizable reminders.

☐ Autofill forms.

☐ Create/use document/correspondence templates.

☐ Control access to confidential information via role-based access control (RBAC) permissions.

Please expand on any of the points above, if needed:

3.2 Compatibility

Include in your response if they system has the following compatibility:

☐ Compatible with MS Office (including Outlook), SharePoint Online, and grant management solution (preferred).

☐ Compatible with Microsoft Edge, Google Chrome & Firefox.

Please expand on any of the points above, if needed, including any required or optional integrations:

3.3 Customer Service

Include in your Response if the following customer service will be available:

☐ Provided digital education & training materials for onboarding & after system implementation.

☐ 24/7 support availability.

2.4 Security/Compliance

Include in your response if the system can comply with the following requirements:

☐ PII handling and data security: https://www.oregon.gov/eis/cyber-security-services/Documents/eis-css-statewide-information-technology(IT)-control-standards.pdf , which are based on NIST 800.53 standards for high impact systems.

☐ Regular third-party audits on your security and organizational controls, such as SOC 2 Type II audits. If hosting architecture is cloud-based, this should also apply to your hosting provider.

☐ Compliance with Section 508 of the Rehabilitation Act of 1973

· 29 U.S.C § 794d applies to all federal agencies when they develop, procure, maintain, or use electronic and information technology.

· Under Section 508, agencies must give disabled employees and members of the public access to information comparable to the access available to others.

Attachment A-1 – PRICING ESTIMATE

Please indicate estimated annual licensing costs per user, as well as maintenance and implementation services. You may supplement the table below with additional pricing information in your desired format.

Please note:

Responders should take care to relay accurate pricing, as responses will be used for cost analysis. However, this Request for Information is not a formal solicitation, but rather an investigation for the sake of market research.

Licensing

Maintenance (if separate from licensing)

Implementation Services

Additional Services (anything offered that is not captured above)

TOTAL COST:

RFI #S-91400-00011654 (OHCS #8366)