APPENDIX A - User Stories AS-NG.pdf

CONTROLLED//FDIC INTERNAL

Acquisition System - Next Generation (AS-NG) H i gh - L e ve l U ser Stories

Page 1 of 19 Last Updated: 02/25/2026

# User Story Category User Story Description Category

US1

Pre-Solicitation

As a BSA, I want the solution to automatically generate a requisition record for a new procurement or task order using information from the approved requisition from the financial system, so the CO can use the new record as the basis for creating new contracting documents (e.g., solicitation and awards) or modifying existing awards

Contract Writing

US2 Pre-Solicitation As an ASB Supervisor, I want to assign an approved requisition to a CO and ASB section, so the CO can proceed with the next steps of the acquisition process Contract Writing

US3

As a CO, I want the ability to flag the requisition as "incomplete" while I am waiting for a complete requirements package to be submitted, so I can ensure the Program Office POC is automatically informed something additional is needed and to report accurate status

US4 Pre-Solicitation As a CO, I want the ability to flag the requisition as "complete," so the Program Office POC can be made aware the requirements package is accepted and to report accurate status Contract Writing

US5

As a CO, I want the solution to automatically signify/record the pre-solicitation start date once the requirements package is marked "complete," so there can be an official date for tracking and reporting purposes

US6

Pre-Solicitation As a CO, I want the solution to automatically populate the dates as applicable in the contract milestone schedules, so I can manage, track, and report on procurement activities including TEP.

US225

As a CO, I want the solution to automatically create contract milestone schedules using various milestone templates based on $ value (e.g., simplified, formal, etc.) or purchase types (e.g., service, supply, etc.), so I can manage, track, and report on procurement activities.

US7 Pre-Solicitation As a BSA or CO, I want the ability to cancel milestone schedules, so I can ensure the accuracy of procurement activities Contract Writing

US226 Pre-Solicitation As a CO, I want the ability to send (email) the contract milestone schedule as an attachment, so I can share with other users Contract Writing

US8 Solicitation As a CO, I want the ability to create, update, or amend a solicitation, so I can process the assigned requisition and support the procurement process Contract Writing

US9

Solicitation

As a CO, I want the solution to automatically pull available information from a requisition when a solicitation is created or amended, so I can be efficient and ensure data accuracy

US10 Solicitation As a CO, I want the ability to select provisions and clauses individually as well as clause packages when drafting a solicitation, so I can easily incorporate them into the solicitation Contract Writing

US11

As a CO, I want the ability to see the name and date associated with the last editor of the selected provisions and clauses when drafting a solicitation, so I can see when it was last updated and by whom

US12 Solicitation As a CO, I want the ability to edit the selected provisions and clauses when drafting a solicitation, so I can tailor it to incorporate the specific terms and conditions Contract Writing

US13 Solicitation As a BSA, I want the solution to automatically record the name and date of the last editor of provisions and clauses within a solicitation, so I can track changes as they are made Contract Writing

US14

As a CO, I want the solution to exclude the name and date of last editor of the selected provisions and clauses when a solicitation document is generated, so I can ensure that information is not contained in the solicitation

CONTROLLED//FDIC INTERNAL

Acquisition System - Next Generation (AS-NG) H i gh - L e ve l U ser Stories

Page 2 of 19 Last Updated: 02/25/2026

US15

As a CO, I want the ability to generate solicitation (e.g., RFP, RFQ, etc.) for issuance using a specified solicitation list, so I can be more efficient and reduce the amount of time it currently takes to perform this function

US16

As a CO, I want the solution to establish due dates for proposal submission and Offeror questions (using business rules for RFPs, RFQs, etc.), so I can ensure proposals are received within the established timeline

US17

As a CO, I want the solution to issue a RFTOP/Task Order solicitation as an attachment to the awardees of a parent award, so I can ensure solicitation is communicated timely for proposal response

US227

Solicitation As a CO, I want the solution to issue a solicitation (e.g., RFP, RFQ) as an attachment to the vendors on a Source List, so I can ensure solicitation is communicated timely for proposal response

US228 Solicitation As a CO, I want the ability to post solicitation (e.g., RFP, RFQ, etc.) to SAM, so I can publish solicitation Contract Writing

US18

As a CO, I want the solution to issue amendments to a RFTOP/Task Order solicitation as an attachment to the awardees of a parent award, so I can ensure the changes to the solicitation are communicated timely for proposal response

US229

As a CO, I want the solution to issue amendments to a solicitation (e.g., RFP, RFQ) as an attachment to the vendors on a Source List, so I can ensure the changes to the solicitation is communicated timely for proposal response

US230 Solicitation As a CO, I want the ability to post amendments to a solicitation (e.g., RFP, RFQ, etc.) on SAM, so I can publish the changes to the solicitation Contract Writing

US19 Solicitation As a CO, I want the ability to cancel a solicitation before it is sent to vendors, so I can comply with a business decision/request Contract Writing

US20

Solicitation As a CO, I want the ability to cancel a solicitation after it is issued to vendors, and for the solution to send it as an amendment (as an attachment), so I can comply with a business decision/request

US21 Solicitation As a CO, I want the ability to change the contract type at any point in the process, so I do not have to request a restart from the BSA Contract Writing

US22 Solicitation As a CO, I want the solution to access and display the applicable/effective labor rates, so I can use them for task orders Contract Writing

US23

Award

As a CO or CS, I want the solution to establish parent child relationships when multiple awards are issued from a solicitation, so I can properly meet the business needs (e.g., reporting, flow down of requirements, etc.)

US231

Award As a CO, I want the ability to create and process the following types of awards: BOA/RBOA/BPA, task order, and standalone contract, so I can manage the complexity of the award process.

US232 Award As a CO, I want the solution to generate a unique ID for an award when it is created so the award can be identified using the ID in the system throughout the process. Contract Writing

US24

As a CO or CS, I want the solution to establish parent child relationships when multiple task orders are issued under the BOA/RBOA/BPA, so I can properly meet the business needs (e.g., reporting, flow down of requirements, etc.)

NONPUBLIC//FDIC

Acquisition System - Next Generation (AS-NG): High-Level User Stories

Last Updated 2/26/2026

US25

As a BSA, I want the ability to add new or modify existing categories for BOA/RBOA/BPA awards, so the CO can select the appropriate category when creating an award and track and provide an assessment of all Task Orders under all the agreements assigned to the category

US26

As a CO, I want the ability to request new categories or modify existing categories for BOA/RBOA/BPA awards, so I can apply the category when creating an award and track and provide an assessment of all Task Orders under all the agreements assigned to the category

US27

As a CO, I want the ability to add the type of award service (e.g., Hardware, Software, Services (T&M/FFP/Other), Subscription, etc.), so users can search and generate reports using contract type and number

US28 Award As a CO, I want to manage certain award-related attributes, so I can ensure the information (e.g., Contract POCs for COs and OMs, etc.) is available and maintained as an award attribute Contract Writing

US29 Award As a BSA, I want the ability to flag awards, so I can easily identify awards that require greater oversight, etc. Contract Writing

US30 Award As a CO, I want the solution to link requisitions to the awards when they are generated without a solicitation, so appropriate documentation relationships can be associated/maintained Contract Writing

US31 Award As a CO, I want the ability to create an award from a solicitation or a requisition, so I can initiate the award process with necessary data copied from the solicitation or requisition Contract Writing

US32 Award As a CO, I want the solution to automatically pull available information when a contract is created so I can be efficient and ensure data accuracy Contract Writing

US33 Award As a CO, I want the ability to only select active vendors for awards, so I can ensure I am not awarding a contract to an inactive vendor Contract Writing

US34 Award As a CO, I want the ability to tailor and finalize an award, so I can send the most the up to date information in the award for review and approval Contract Writing

US35 Award As a CO, I want the ability to cancel a draft contract prior to award, so I can ensure no additional activities are associated with the cancelled contract Contract Writing

US36 Award As a CO, I want the ability to send the contract to a successful offeror, so they can electronically review and sign Contract Writing

US37 Award As a CO, I want the ability to sign the contract and mark the award as final, so I can assign contract oversight responsibilities Contract Writing

US38 Award As a CO, I want the solution to automatically send the fully executed award as an attachment to the Contractor, so they have a signed copy Contract Writing

US242 Award As a CO, I want the solution to automatically prepare award letters and unsuccessful offeror letters, based on the known award data and ASB templates so I can quickly issue those notices. Contract Writing

US243 Award As a CO, I want the solution to offer a warning if the OM’s certification is expired prior to releasing a solicitation. Contract Writing

US233

Award As a CO, I want the ability to validate the parent award's total award amount before opening a new task order, so I can make sure the new task order is within the boundary of total award amount.

US39

Contract Administration As a CO, I want the ability to verify/setup/update Contractor designated representative information, so they can receive contract correspondence (e.g., appointment memos, CPEs, etc.)

US40 Contract Administration As a CO, I want the solution to use the award or modification data to automatically create and remove OM appointments, so I can manage contract oversight responsibilities Contract Writing

US41 Contract Administration As a CO, I want the ability to use the award data to create and remove TM appointments, so I can manage contract oversight responsibilities Contract Writing

US244 Contract Administration As the CO I want the system to issue a warning message when a TM is appointed and their certification is expired. Contract Writing

US42 Contract Administration As a CO, I want the ability to add additional oversight responsibilities on the OM and TM appointment memos, so I can ensure the memos are specific for each contract Contract Writing

US43

Contract Administration

As an OM or TM, I want the ability to receive appointment memo responsibilities, so I can acknowledge receipt of my appointment and the solution automatically send a response back to the CO upon completion

US44 Contract Administration As a CO, I want the ability to appoint/remove multiple TMs to an award at once, so I can avoid repeating/duplicating the process for each TM Contract Writing

US45

As a CO, I want the system to automatically fill in and save the OM or TM appointment as an FDIC form PDF with a standard naming nomenclature, so I can send to the Contractor and store it in the official contract file

US46 Contract Administration As a CO, I want the ability to send the OM or TM appointment PDF to the Contractor, so I can close out the appointment process Contract Writing

US47

As a CO, I want the solution to create CPE based on annual effective date or award expiration date and work performed under the award, so CPEs are automatically generated after expiration, processed timely, and in compliance with ASB policy

US48 Contract Administration As a CO, I want the ability to create CPE on an ad-hoc basis so I can comply with CPEs for interim situations such to evaluation of poor performance, early contract closeout, etc. Contract Writing

US49

As a CO, I want the solution to automatically populate award information in CPE, allow certain data fields to be editable (i.e., dates of CPE), so I can avoid manual entry, ensure data integrity, and associate correct award information for the OM to complete the evaluation

US50 Contract Administration As an OM, I want the ability to update/complete CPE data, so I can provide ratings and responses on Contractor's performance and automatically route it back to the CO Contract Writing

US51

As a CO or an OM, I want the ability to include corrections, ratings revision, comments, assessment discussion history, etc. in the CPE, so I can document, track, and report on the Contractor's performance evaluation

US52 Contract Administration As a CO, I want the ability to send the completed CPE to the Contractor, so they can review and provide a response Contract Writing

US53

Contract Administration As a CO, I want the solution to automatically calculate due date for CPE response after sending CPE to the Contractor, so the 30 days response time can be set, and I can be made aware when it expires

US54

As an ASB Supervisor, I want the ability to review CPE and supporting documentation, so I can assess the differences in the performance evaluation between FDIC and Contractor and provide final decision when policy requires it

US55 Contract Administration As a CO, I want the ability to sign and complete the CPE with or without Contractor's response, so I can comply with established due dates and ASB policy Contract Writing

US56

As a CO, I want the system to automatically fill in and save the CPE as an FDIC form PDF with a standard naming nomenclature, so I can send to the Contractor and store it in the official contract file

US57 Contract Administration As a CO, I want the system to automatically send a PDF copy of the signed CPE to the Contractor and OM, so they can have the final copy Contract Writing

US58 Contract Administration As a BSA, I want the ability to cancel CPEs, so I can comply with the CO's request and in accordance with current ASB policy Contract Writing

US59

Contract Administration As a CO, I want the ability to change the type of CPE after it is automatically initiated, i.e., change a Final to an Annual and vice versa, so I can comply with the policy and correct type of evaluation

US60

As a BSA, I want the ability to define the purpose (reason) of modifications, so users are required to select the purpose (sometimes multiple) and/or enter a unique "other" mod purpose (if a purpose is not listed for selection) for contract modification

US61

As a BSA, I want the solution to automatically generate requisition record for award modifications (e.g., monetary changes, add/delete line item, change OM, etc.) using information from the approved requisition from the financial system, so the CO can initiate the award modification

US62 Contract Administration As a CO, I want the ability to create modification for a specific award (either triggered by a requisition, or as a standalone modification), so I can fulfil the requested changes Contract Writing

US234

As a CO, I want the solution to generate a unique modification ID when a modification is created, and the numbering should be based on the order that they are executed (needs more clarification language), so I can easily list all the modifications of an award.

US63 Contract Administration As a CO, I want the solution to force me to update the corresponding award whenever a contract modification is created, so I can ensure the award contains all the modifications Contract Writing

US64 Contract Administration As a CO, I want the ability to send the contract modification to the Contractor, so they can electronically review and sign Contract Writing

US65 Contract Administration As a CO, I want the ability to sign the contract modification, so I can finalize the requested changes Contract Writing

US66 Contract Administration As a CO, I want the solution to automatically send the signed contract modification as an attachment to the Contractor, so they have a signed copy Contract Writing

US67

As a CO, I want the solution to capture and associate all contract modification activities with the corresponding contract or task order number, so users can view, track, and report all activities associated with a contract or task order

US68 Contract Closeout As a CO, I want the ability to process contract closeouts, so I can manage contracts on or before its expiration and comply with records management Contract Writing

US69 Contract Closeout As a CO, I want the ability to send the contract closeout letter to the Contractor, so they can submit contract closeout response and I can officially closeout the contract Contract Writing

US70 Contract Closeout As a CO, I want the solution to automatically make all files associated with the contract as read-only once the contract is closed, so I can ensure the files cannot be edited after closeout Contract Writing

US235 Contract Closeout As I CO, I want the solution to send closeout notification, so I know when it is time to close out an award. Contract Writing

US236

Contract Closeout

As a CO, I want the solution to perform the following checks before allowing an award to be closed out: no pending items in open CPEs, pending mods, or pending OM/TM appointments, so I can make sure the tasks are completed before the closeout.

US237

Contract Closeout

As a CO, I want the solution to perform the following checks before allowing a parent award to be closed out: all the child awards have been closed out, so I can make sure there is no orphan awards after the parent award has been closed out.

US238 Contract Closeout As a CO, I want the solution to allow me to start contract closeout at any time, so the start of the closeout does not have to follow a single overall business rule. Contract Writing

US239 Contract Closeout As a CO, I want the ability to stop the closeout processing if there is a legal hold on the contract, so I can comply with the legal hold requirements and procedures. Contract Writing

US86 Audit As a BSA, I want the solution to record and maintain an audit trail, so I can access audit information Contract Writing US87 Audit As a BSA, I want the ability to access audit log reports, so I can monitor system activity Contract Writing

US88

Business Rule Management As a BSA, I want the ability to create and store business rules in a central repository, so users can continuously use to create and manage things such as workflows, tasks, signatory authority, etc.

US89

Business Rule Management As a BSA, I want the ability to establish and maintain approval authority criteria for warrant levels, so workflows can contain the appropriate signatures required for the various documents

US90

Business Rule Management

As a BSA, I want the ability to create and maintain business rules to associate a status (e.g., open, active, inactive, cancel, awarded, etc.) with a procurement, so the status of any procurement can be set

US91

Case Management

As a user, I want the ability to create tickets/cases and select a pre-defined category (e.g., waivers, ratifications, claims, JNCPs, warrants, contract category name, cancel CPEs, system issues, integration issues, etc.), so I can accurately classify and report

US92 Case Management As a BSA, I want the solution to route tickets/cases, so I can ensure the appropriate person is assigned to resolve the issue Contract Writing

US93 Case Management As a BSA, I want the ability to manage tickets/cases, so I can ensure issues are being resolved properly and timely Contract Writing

US94

As a user, I want the ability to attach documents to cases/tickets, so I can ensure the necessary information is attached to the case/ticket to help the team effectively manage and resolve my issue(s)

US95 Case Management As a BSA, I want the ability to create and manage issue categories, so tickets/cases can be properly flagged and reported based on categories Contract Writing

US96

As a BSA, I want the ability to select a pre-defined resolution category when closing a case, so I can ensure the appropriate resolution is associated to the case/ticket for reporting and to help the team identify issue patterns, etc.

US97 Case Management As a BSA, I want the ability to search existing cases/tickets, so I can quickly find needed information and respond to issues quicker Contract Writing

US98 Case Management As a user, I want the ability to see the status of my cases/tickets, so I can be aware of the progress Contract Writing

US99 Case Management As a BSA, I want the ability to export all cases/tickets, so I can use Excel and other systems to analyze and report case/ticket information Contract Writing

US100 Case Management As a user, I want the ability to add notes to a case, so I can effectively communicate additional information Contract Writing

US101 Dashboard As an ASB Supervisor, I want view access to the portfolios of my direct reports, so I can monitor portfolio activity, tasks, etc. Contract Writing

US102 Dashboard As a user, I want the ability to access a default dashboard with drill down functionality specific to my access role, so I can easily see and access information related to my tasks Contract Writing

US103 Dashboard As a user, I want the ability to select different dashboard views, so I can change/tailor my dashboard display Contract Writing

US104

Dashboard

As a user, I want the information on my dashboard to automatically refresh, so I can have access to the latest information within the solution (may not include real-time information from external systems)

US105 Data Analytics As a user, I want the ability to run analytics, so I can view and analyze authorized data Contract Writing

US106 Data Analytics As a user, I want the ability to access archived transactional data, so I can view and analyze historical data Contract Writing

US107 Data Analytics As a user, I want the ability to export all data, so I can view and perform data analysis using my tools of choice Contract Writing

US108

Data Management

As a CO, I want to compile and maintain a source/solicitation list, so I can track the vendors we sent solicitations to, the Offerors who responded, and the Offerors who were successful or unsuccessful along with their specific MWOB/non- MWOB status

US109

As a CO or OM, I want the ability to record sensitive information such as failed bank name in its own data field, so I do not have to enter it in the description field, and I can better protect the sensitive information

US110 Data Management As a BSA, I want the ability to establish retention (archive) periods for transactional data, so I can be in compliance with the Corporate data retention policy Contract Writing

US111

As a BSA, I want the ability to define user-entered and system-recorded data fields and identify mandatory data fields, so that it can be viewed within the system and appear on standardized reports

US112 Data Migration As a BSA, I want to oversee data migration from legacy applications to the new solution, so I can ensure users have access to data needed to perform various activities/functions Contract Writing

US113 Document Management As a BSA, I want the ability to create and manage document attributes (e.g., official, signature required, editable, etc.), so the COs can use business rules when storing documents Contract Writing

US114

Document Management As a CO, I want the ability to apply document attributes (e.g., official, signature required, editable, etc.), so I can be in compliance with Corporate Data Protection Policy when storing documents

US115 Document Management As a CO, I want the ability to lock documents based business rules, so I can ensure no one is able to modify final documents Contract Writing

US116 Document Management As a BSA or user(s), I want the ability to unlock documents, so users can make updates to documents if necessary (e.g., user inadvertently locks a document, etc.) Contract Writing

US117 Document Management As a BSA, I want the ability to create and manage document templates, so processes can be consistent and efficient Contract Writing

US118 Document Management As a user, I want the ability to create (with or without a template) various acquisition documents, so I can ensure required documents are generated and stored Contract Writing

US119

Document Management

As a user, I want the ability to save a document using an established naming convention, so I can ensure that no two documents contain the same name within a single contract folder which will make searching easier

US120

As a CO, I want the ability to select specific documents and specify their order/re-order to create a single PDF document (solicitations, amendments, awards, and mods), so I can merge related documents

US121 Document Management As a CO, I want the ability to preview solicitation and award draft documents anytime as a single PDF document, so I can ensure it is accurate Contract Writing

US122

As a user, I want the solution to identify documents containing Personally Identifiable Information (PII) and notify the CO on file, so they can be made aware of this information and subsequently comply with the Corporate Data Protection Policy

US123

As a user, I want the solution to flag and mask or encrypt documents containing Personally Identifiable Information (PII), so I can ensure this information is not visible and I can comply with Corporate Data Protection Policy

US124 Document Management As a BSA, I want the ability to establish file retention criteria for procurement documents, so ASB can be in compliance with FDIC's file retention policy Contract Writing

US125 Document Management As a BSA, I want the solution to track the file retention status for procurement documents, so ASB can be in compliance with FDIC's file retention policy Contract Writing

US126

Document Management As a BSA, I want the solution to automatically purge contract files after the retention period has expired, so I can ensure only relevant files remain and comply with the FDIC's file retention policy

US127 Document Management As a CO I want the ability to use existing data to automatically populate documents (e.g., RFP, Task Order, etc.), so I can quickly and efficiently complete documents Contract Writing

US128 Document Management As a CO, I want the ability to select and copy clauses from existing, clause packages, existing contracts/BOAs/RBOAs, task orders, so I can quickly and easily create new procurements. Contract Writing

US129 Document Management As a user, I want the ability to use templates, so I can create efficiencies by reducing the amount of time required to create and complete documents Contract Writing

US130 Document Management As a BSA, I want the ability to define and manage standard naming conventions for documents, so documents can be similarly saved and easily searchable Contract Writing

US131 Document Management As a user, I want to ability to electronically sign documents requiring my signature, so I can be in compliance with the Corporate Electronic Signature Directive Contract Writing

US132 Document Management As a BSA, I want the ability to establish and manage metadata, so users can easily organize, search, and retrieve files Contract Writing

US133 Document Management As a user, I want the solution to save files based on metadata, so users can easily organize, search, and retrieve files Contract Writing

US134 Document Management As a user, I want the ability to save my files based on metadata, so I can easily organize, search, and retrieve files Contract Writing

US135 Document Management As a user, I want the ability to delete files within the parameters of established business rules, so I can ensure only the most relevant and final documents are retained Contract Writing

US136

Document Management As a user, I want the solution to apply the Corporate Data Protection Policy to my documents, reports, and data, so I can ensure compliance with the Corporate Data Protection Policy

US137

As a user, I want the solution to automatically perform/apply document versioning, so I can ensure document revisions are preserved (based on business rules) and changes in each version are tracked

US138 Document Management As a user, I want to create and associate notes or comments to any record, so I can capture feedback, comments, issues, etc. Contract Writing

US139 Document Management As a CO, I want the ability to merge data from different sources, so I can create and populate a document using an established template Contract Writing

US140 Document Management As a user, I want the ability to upload multiple documents at one time, so I can quickly and efficiently upload documents Contract Writing

US141 Document Management As a user, I want the ability to generate PDFs, so I can create efficiencies by not having to export, convert to PDF, and reload a document Contract Writing

US142 Document Management As a user, I want the ability to export/download documents, so I can utilize the documents outside of the solution if necessary Contract Writing

US143 Document Management As a user, I want the ability to print documents, so I can have physical copies if necessary Contract Writing

US144

As a CO or OM, I want the ability to save documents in a format that will allow full-text search (e.g., not a zipped file), so I can easily search and find the content as well as its relationship with other documents if any

US145 Document Management As a BSA, I want the ability to label/mark a contract and its associated documents as being on Legal Hold, so the contract documents will not be purged (including closed contracts) Contract Writing

US146 Life Cycle Management As a user, I want solution to apply the status to procurement, so users can quickly and easily see and know the status of any procurement Contract Writing

US240

Life Cycle Management

As a CO, I want the solution to automatically update dates on the contract milestone schedule (if applicable, based on business rules), so I can properly track and report progress of the procurement.

US241 Life Cycle Management As a CO, I want the ability to update the dates on the contract milestone schedule, so I can properly track and report progress of the procurement. Contract Writing

US147

As a user, I want the solution to automatically associate/link and store all procurement activities from solicitation to contract closeout, so users can easily access all relevant contract documents for each acquisition

US148

As a user, I want the ability to manually associate/link and store all procurement activities from solicitation to contract closeout, so I can easily access all relevant contract documents for each acquisition

US149

Life Cycle Management As a BSA, I want the ability to establish an automated numbering schema for documents/records, so one, I can ensure documents are numbered and secondly, I can ensure consistency and traceability

US150

Life Cycle Management As a BSA, I want the solution to retain the numbering schema that exists in the legacy APS (e.g., retain NFE requisition

# for requisitions, contract #, etc.), so I can comply with the ASB policy

US151

Life Cycle Management As a BSA, I want the ability to see the critical path of every instance of process execution in the solution, so I can map out all critical points to track history and troubleshoot stalled processes

US152 Life Cycle Management As a user, I want the solution to dynamically display information based on certain actions/selections, so users can identify the required documents/next steps in the process Contract Writing

US153

As a user, I want the solution to populate different forms/templates/documents based on business rules and my inputs (similar to TurboTax functionality), so I can easily and quickly populate forms, documents, etc.

US154 Life Cycle Management As a user, I want the ability to create and manage tasks, so I can quickly and easily plan, assign, and monitor activity Contract Writing

US155 Life Cycle Management As a CO, I want the ability to reassign active tasks on requisitions, solicitations, awards, contract modifications, etc. to another CO, so another CO can assume responsibility Contract Writing

US156 Life Cycle Management As an ASB Supervisor, I want the ability to delegate authority/responsibilities to another person, so they can carry out the assigned activities Contract Writing

US157 Life Cycle Management As a BSA, I want the ability to create and manage contract types, so users can easily and quickly access and use existing information Contract Writing

US158 Life Cycle Management As a BSA, I want the ability to create and manage a provision and clause library, so users can easily and quickly access and use existing information Contract Writing

US159 Life Cycle Management As a BSA, I want the ability to modify a clause or provision and save the version in the clause and provision library, so the revision history can be preserved Contract Writing

US160

Notification As a BSA, I want the solution to send notifications/tasks based on data and metadata changes, so I can ensure the persons needing to perform an action(s) is automatically and properly notified

US161

Notification As a user, I want the solution to send notifications/tasks based on document status changes, so I can ensure the persons needing to perform an action(s) is automatically and properly notified

US162 Notification As a user, I want to receive notifications when the status of identified/selected documents have changes, so I can keep track of all activities associated with specific documents Contract Writing

US163 Notification As a BSA, I want to receive notifications when a workflow/process is stopped with an error, so I can be made aware of the error and make plans to fix it Contract Writing

US164 Notification As a BSA, I want the ability to establish notifications/alerts, so I can ensure the solution can inform users of their new, upcoming, or completed activities Contract Writing

US165

Notification

As a user, I want the ability to receive notifications/alerts (must include subject line and message with document # if applicable and description of action) for various activities, so I can be made aware activities/tasks requiring my attention

US166 Notification As a user, I want the ability to create and send ad hoc notifications/alerts for various activities, so I can inform users of their new, upcoming, or completed activities Contract Writing

US167

As a user, I want the solution to provide a link to or attach (if user does not have access to the system) procurement records/documents in the notification, so I can easily access the intended content

US168 Notification As a BSA, I want the ability to flag notifications and users as mandatory, so I can ensure mandatory messages are received by the users Contract Writing

US169 Notification As a user, I want the ability to opt-in or opt-out of receiving non-mandatory notifications, so I can control the notifications I receive Contract Writing

US170 Notification As a user, I want the solution to provide ticklers/reminders specific to my user role, so I can ensure I am aware of my upcoming and outstanding action items Contract Writing

US171

As a BSA, I want the solution to broadcast/make various announcements (e.g., policy update, system wide notification, failed or successful integration, etc.) to all users or select groups/roles, so users can be simultaneously notified of important announcements affecting the solution or the acquisition process

US172 Notification As a BSA, I want the solution to send mass email to Contractor POCs (name and email address), so I can broadcast or make various announcements to Contractor community Contract Writing

US173

As a user, I want the solution to have a tiered escalation notification process, so I can schedule reminders and escalations of actions to assignees and other parties (managers, division chiefs, etc.) as necessary for overdue tasks

US174 Reporting As a CO or BSA, I want the ability to generate average rating per award and/or per Contractor, so I can use it for reporting purposes Contract Writing

US175 Reporting As a user, I want the solution to have a reporting service subscription, so I can schedule and automate the delivery of selected reports Contract Writing

US176 Reporting As a user, I want the ability to apply various reporting criteria (e.g., filtering, sorting, field selection, etc.), so I can tailor reports to my specific needs Contract Writing

US177 Reporting As a user, I want the ability to create ad-hoc and canned standardized reports, so I can support business operations without requiring ASB or DIT support Contract Writing

US178 Reporting As a user, I want the ability to create, save customized reports, so I can tailor the data to satisfy business specifications and reuse as needed Contract Writing

US179

Reporting

As a user, I want the ability to report on all data (including derived/calculated elements) and documents within the solution, so I can organize the information into summaries for management briefings/reports, analysis, performance monitoring, troubleshooting, etc.

US180 Reporting As a user, I want the ability to perform drill down reporting, so I can ensure I am able to report down to lowest level of data (e.g. clause search to include version data) Contract Writing

US181 Reporting As a user, I want the ability to print reports, so I can utilize the reports outside of the solution if necessary Contract Writing

US182 Reporting As a user, I want the ability to generate metrics for various activities/processes, so I can actively monitor procurement activities (e.g., PALT, etc.) Contract Writing

US183 Reporting As a user, I want the ability to export reports, so I can utilize the reports outside of the solution if necessary Contract Writing

US184 Reporting As a Report Runner, I want the ability to run reports for my specific section, division/office, so I can provide reports upon request Contract Writing

US185 Role-Based Access As an Auditor, I want the ability to access acquisition documents and reports, so I can conduct internal/OIG review for requested division/office Contract Writing

US186 Role-Based Access As a BSA, I want the ability to provision users with defined roles, so the solution can allow access based on the roles of individual users Contract Writing

US187

Role-Based Access As a BSA, I want the ability to define and manage role-based access for data, functions, reports, and documents, so the solution can restrict access based on the roles of individual users

US188 Role-Based Access As a BSA, I want the ability to assign users to more than one group/role, so users can properly perform the tasks of all assigned roles Contract Writing

US189

System Integration

As a BSA, I want the solution to provide the ability for COs to create a system modification to resolve system integration errors, so I can ensure COs can resolve the errors without BSA support and inform NFE of the updates

US190 System Integration As a BSA, I want the solution to integrate in real time with other systems, so I can ensure the most up-to-date information is in the new solution Contract Writing

US191 System Integration As a BSA, I want the solution to integrate with other reporting tools such as Tableau, Power BI, etc., so users can continue to generate reports using external tools Contract Writing

US192

As a BSA, I want the solution to have the ability to seamlessly integrate with other systems (e.g., NFE, EDW, eWorks, Outlook, ICDM, CQCAR, VUE, WebFocus, CHRIS, FLX, etc.), so I can easily exchange information (e.g., requisitions, vendor information, awards, modifications, expenditure, contract closeout, etc.)

US193

As a BSA, I want to initiate integration processes outside of the normal schedule (for data exchange with financial system) to (1) retrieve ad hoc requisition and (2) initiate additional award job run, so I can fulfill all integration needs

US194

As a BSA, I want the solution to automatically update requisition record(s) when updates are received from the financial system, so COs can apply the necessary updates to solicitation documents created before the requisition was updated

US195 System Integration As a BSA, I want the ability to import OM/TM training data (from spreadsheet), so I can manage (upload, delete, etc.)

OM/TM training data as part of user profile

US196 System Integration As BSA, I want the ability to validate buyer profile (buyer in NFE is a CO in APS) and OM profile, so I can prevent system integration errors with financial system Contract Writing

US197 Usability As a user, I want the solution to perform data validation and display solution-oriented error messages, so I can know exactly what the error is and what needs to be fixed Contract Writing

US198 Usability As a user, I want the ability to navigate from one related record to another, so I can quickly and easily access the information I need Contract Writing

US199

Usability As a user, I want the solution to have a robust search functionality (e.g., for clauses and provisions, procurement status, milestones, activities, etc.) so users can quickly and easily access information

US200 Usability As a BSA, I want the ability to establish session timeouts, so the solution can logout inactive users after a pre-determined time Contract Writing

US201 Usability As a user, I want the solution to display session timeout warning messages, so I can be notified of the intent to log me out of the solution Contract Writing

US202 Usability As a BSA, I want the solution to suspend users after a certain period of no-login activities, so I can comply with logins and security of the solution Contract Writing

US203 Usability As a BSA, I want the solution to allow sufficient length for data fields, so data fields are long enough to capture necessary information Contract Writing

US204

Usability

As a user, I want the solution to have an easy-to-use, intuitive, and efficient interface, so I can easily navigate and use it to complete acquisition related activities without needing extensive software training

US205 Usability As a user, I want the solution to have a robust and user-friendly mobile interface, so I can complete acquisition activities using my certified mobile device Contract Writing

US206 Usability As a user, I want the ability to access the solution using my certified mobile device, so I can perform tasks when I am away from my desk Contract Writing

US207 Usability As a user, I want the solution to auto save work in progress, so I do not lose my work in the event my session times out Contract Writing

US208 Usability As a user, I want the solution to provide help/guidance text on certain data fields, so I can understand how to provide/use the information Contract Writing

US209 Usability As a BSA, I want the ability to modify display information (such as titles, options, etc.) and selection criteria (drop-down choices), so I can meet FDIC-specific needs Contract Writing

US210 Usability As a BSA, I want the solution to have a simplified staggered/stepped (path) process (wizard) interface, so I can create navigational processes, which will guide users Contract Writing

US211

Usability As a user, I want the solution to display the path (staggered steps) associated with a process, so it can serve as a navigational aid informing me of the necessary steps to complete a process

US212 Usability As a user I want the solution to have minimal number of screens and clicks necessary to accomplish my tasks, so I can efficiently use the system Contract Writing

US213

Usability As a BSA, I want the solution to provide robust business rules that I can filter and tailor based on user needs/tasks, so errors can be reduced and user satisfaction and productivity can be increased

US214 User Profile Management As a BSA, I want the ability to create and manage user profiles, so I can ensure all pertinent user information is captured Contract Writing

US215 User Profile Management As a BSA, I want the ability to allow users to update certain things on their user profile, so it is efficient and users can ensure their information is accurate and up to date Contract Writing

US216

User Profile Management

As a BSA, I want the ability to capture and maintain current and historical warrant information (e.g., dates, levels, certificates in PDF format, etc.) for COs, so it can be utilized to validate warrant level for CO assignment and signatures

US217

Vendor Profile Management

As a BSA, I want the solution to generate and maintain vendor profiles based on the data provided by financial system via integration, so the CO can have up-to-date vendor information (e.g., active/inactive status, socio-economic status, etc.)

US218 Workflows As a BSA, I want the solution to trigger workflows based on data changes, so I can ensure processes are automatically initiated Contract Writing

US219 Workflows As a user, I want the solution to trigger workflows based on document status changes, so I can ensure processes are automatically initiated Contract Writing

US220 Workflows As a BSA, I want the ability to create and manage workflows, so they can be used for reviews, approvals, concurrence, etc. of various acquisition documents Contract Writing

US221

Workflows

As a CO, I want the ability to attach documents, contract files, emails, etc. to workflows, so reviewers and approvers within the solution can have access to all the necessary information for their review and approval

US222

Workflows

As a CO, I want the ability to attach documents, contract files, emails, etc. to workflows and send those via email, so reviewers and approvers who are not in the solution can have access to all the necessary information for their review and approval

US223

Workflows As a user, I want the ability to create and route ad hoc workflows, so I can move forward with obtaining reviews and approvals when a pre-defined workflow does not meet the business need

US224

Workflows As a user, I want the ability to choose if my workflow should be routed sequentially or concurrently, so I can manage the sequence/order my workflows should be reviewed, approved, etc.

# User Story Category User Story Description Category

CF-US-0 Administration As a CO/OM, I want a document repository that will be used to store final procurement documents from inception to closeout, so users can easily access, view, upload, delete, search, and report on all active and closed procurement documents

Contract File

CF-US-1 Administration As a BSA, I want the solution to perform relationship-structure validation based on business rules, to ensure parent/child relationships are maintained between the contract writing solution and contract file solution

Contract File

CF-US-2 Administration As a BSA, I want the solution to have system validations, so I can ensure folders and documents are not duplicated Contract File

CF-US-3 Administration As a BSA, I want the ability to create and store business rules, so they can be used to manage various activities within the solution Contract File

CF-US-4 Administration As a BSA, I want the ability to establish and manage metadata, so users can easily organize, search, report, and retrieve files from the contract file repository

Contract File

CF-US-5 Administration As a BSA, I want to establish the folder/subfolder structure, so uniformed structure can be maintained and documents can easily be stored and accessed

Contract File

CF-US-6 Administration As a CO/OM I want the solution to auto generate the folder and subfolder names, so there is a standard naming convention and consistency within the solution

Contract File

CF-US-7 Administration As a BSA, I want the solution to establish parent-child relationships, so solicitations can be linked to multiple awards Contract File CF-US-8 Administration As a BSA, I want the solution to have a standard naming convention for documents, so there is consistency and it is easy to search for documents Contract File

CF-US-9 Administration As a BSA, I want the ability to prevent zip files from being uploaded to the solution, so documents can easily be accessed and searched

Contract File

CF-US-10 Administration As a BSA, I want the ability to flag a closed contract file folder as being on Legal Hold, so I can ensure the folder and documents within the folder are not purged

Contract File

CF-US-11 Administration As a BSA, I want the ability to flag an active contract file folder as being on Legal Hold, so I can ensure the folder cannot be closed and documents within the folder cannot be deleted

Contract File

CF-US-12 Administration As a BSA, I want the solution to tag uploaded files based on metadata (e.g., author, date created, date modified, file size, etc.), so users can easily organize, search, and retrieve files

Contract File

CF-US-13 Audit As a BSA, I want the ability to define audit capabilities/criteria within the solution (e.g., recording activities, creating and maintaining audit logs, etc.), so I can ensure specific auditing activities are recorded

Contract File

CF-US-14 Audit As a BSA, I want the solution to have the ability to track changes, so there can be a record of changes made, by whom and when Contract File

CF-US-15 Case Management As a BSA, I want the solution to support case/tickets and tracking (case management), so I can monitor issues that need to be addressed

Contract File

CF-US-16 Dashboard As a user, I want the ability to access a dashboard with drill down functionality specific to my role, so…