Addendum_Form.docx

This document is an Addendum form from the City of Phoenix Finance Central Procurement Department related to a Civil Case Management System Request for Information (RFI). The addendum extends the offer due date to October 18, 2022, at 2:00 p.m. and appears to be part of a procurement process for a comprehensive software solution to support the Law Department's approximately 3,200 annual matters involving 90 employee users. The RFI seeks a system capable of creating case/matter assignments, generating workflows, tracking case-related documents, creating alerts and reports, and integrating with multiple existing systems including Microsoft Office/Outlook, NetDocuments, SAP, and TrialNet/Acuity.

The RFI is structured as an information-gathering exercise and does not constitute a formal solicitation or pre-qualification process. No purchases will be made as a result of this request, and participation is voluntary. The procurement is seeking detailed responses to 20 comprehensive questions covering industry knowledge, solution capabilities, implementation strategies, technical specifications, and staff requirements. Key system requirements include robust search capabilities, time-entry functionality, docketing features, role-based permissions, and the ability to generate fillable templates. The City is particularly interested in vendors with experience developing comprehensive civil case management systems that can meet complex technological and operational needs, with an emphasis on multi-software integration and scalable, user-friendly design.