Appendix H - Required Capabilities of the Software.xlsx

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Attached to
Digital Communication
Solicitation number
RFP - 18B - 202512160
Issued by
Maine

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Summary of Appendix H - Required Capabilities of the Software

This is a software requirements specification document for the State of Maine Department of Administrative and Financial Services (DAFS/MaineIT) Digital Communications RFP #202512160. The document outlines comprehensive technical capabilities required for a SaaS-based digital communications platform designed to deliver real-time messages and alerts to state employees, constituents, and stakeholders across multiple channels including email, SMS/text, RSS, and social media. Core functional requirements include bulk messaging capability at state scale (millions of messages annually) with deliverability monitoring, unlimited email sending with no additional SMS costs, text-to-subscribe functionality, and certified message delivery with real-time resolution services for failed communications. The platform must support subscription management with public self-service options across multiple devices, automatic duplicate removal, and subscriber confirmation workflows. Additional critical requirements encompass full ADA compliance with multi-lingual support configurable at site, list, and user levels, intuitive template editors supporting drag-and-drop and HTML editing, communication archiving with minimum 10-year retention, and seamless migration from legacy listserv systems. The solution must provide real-time performance reporting with exportable analytics in PDF and CSV formats, granular role-based access controls, automation workflows configurable without coding, page watch alert functionality, comprehensive contact management with segmentation capabilities, and web beacon support for tracking user engagement including email opens and page views.

Security, compliance, and integration requirements are equally stringent, mandating vendors to document SOC 2 or ISO 27001 certifications, alignment with Maine OIT Data Classification Policy for external communications, documented APIs or connectors (REST/JSON) for integration with enterprise systems including Microsoft Active Directory and Okta, and NIST 800-53 security controls compliance. Vendors must disclose potential procurement and legal risks including licensing models and indemnification terms, provide transparent pricing with government or education discounts, and demonstrate that their solution is currently operational and actively used by at least one enterprise-scale organization. Desirable capabilities include change tracking in editing mode, pre-send email validation, geo-fencing options, Microsoft Office integration, and the ability to resend previous communications post-subscription. The 24/7 system monitoring requirement with business-hours phone and email support, along with a two-hour Recovery Time Objective and 99.9% uptime guarantee, indicates the platform's critical role in state communications infrastructure.

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Sheet1 Appendix G

Required capabilities of the softwareSupportedNot SupportedFutrue featureNotes
1. Messaging and Alerts
a. Bulk sending capability – Vendor must demonstrate ability to send bulk communications at state scale (millions of messages/year) with deliverability monitoring and bounce/opt-out handling. Send mass notifications across SMS/Text, email, RSS, and social media in real-time.
b. Unlimited email sending with no additional cost for SMS messages.
c. Text-to-subscribe functionality and support for HTML or plain text formatting.
d. Certified delivery and confirmation of email/SMS messages.
e. Real-time resolution services for blocked or undelivered emails.
f. Data-driven targeting for personalized, accessible communications.
g. Communication by criteria (e.g., county, demographics, location).
h. Bulk email list upload/extract for administrators.
i. One-way and two-way communication options, with monitoring tools for incoming messages.
j. Web versions of emails.
k. Test email capability.
l. Ability to set sender name in "From" field.
m. Communication archiving and at least 10 years retention.
n. Open and closed list support with toggling of SMS per list.
o. RSS feed integration for content delivery.
2. Subscription Management
a. Public self-service subscription across multiple devices.
b. Support for user preferences, demographics, and topic selection.
c. Manual add/delete of subscribers by admins.
d. Automatic duplicate email/number removal when sending across lists.
e. Subscriber confirmation emails and welcome messages.
f. Ability to restrict public subscriptions to certain lists.
g. Upload subscribers to new or existing topics from other sources.
h. Restore previously removed subscriptions and address undeliverable messages resulting from email bounces.
3. Accessibility
a. Fully ADA-compliant communications.
b. Multi-lingual support configurable per-site, per-list, and per-user.
c. Template design & editing – Vendor must provide an intuitive template editor for email and digital communication, supporting drag-and-drop, HTML editing, and accessibility standards (WCAG/Section 508).
4. Migration and History
a. Support for uploading and migrating existing email/phone data.
b. Maintain communication history for a minimum of 10 years.
c. Seamless migration experience from legacy listserv systems.
5. User Experience & Interface
a. Easy-to-use platform for both subscribers and administrators.
b. Easy-to-use platform to subscribe and unsubscribe.
c. Minimal barriers to sending messages—similar to composing a personal email.
d. Improved modern web interface and default archiver (e.g., Hyper kitty).
e. Quick search capability for archived messages.
f. Clear indication of email delivery and verification of recipient address validity.
6. Customization and Content Management
a. Fully customizable templates for emails, bulletins, and texts.
b. Editable subject lines, sections, formatting, and media (images, tables).
c. Auto-fill table of contents from section titles.
d. HTML link support, captioning, and section dividers.
e. Macros for dynamic content in automated messages.
g. Restrict template creation and editing permissions.
h. Automation & journeys – Vendor must provide automation workflows (journeys, drip campaigns, triggered messaging) configurable without coding.
7. Reporting and Analytics
a. Real-time reports on message performance: open rates, click-throughs, and engagement.
b. Exportable reports in PDF and CSV with customizable columns.
c. Reporting on sent communications and subscription activity.
d. Embedded widgets to display previous bulletins on websites.
e. Scheduled automatic reporting with custom options.
f. Vendor must provide dashboards and exportable reports showing delivery rates, open/click metrics, unsubscribes, and campaign ROI.
8. Scheduling and Automation
a. Ability to schedule send times and redirect links based on user interaction.
b. Support for pre-built templates and automated messaging sequences.
9. Roles and Permissions
a. Granular user roles: account admins, topic admins, and list-specific control.
b. Permissions to restrict access to templates, settings, and lists.
c. Ability to assign lists to specific admins.
10. Integration and Cross-Promotion
a. Integration with agency portals, CRMs, event scheduling tools, and eCommerce platforms.
b. Cross-promotion capabilities between agencies.
c. Tracking and reporting on referral sources for new subscribers.
d. Integrations / API – Vendor must provide documented APIs and/or connectors (REST/JSON) for integration with MaineIT systems (e.g., Entra ID, CRM, state portals).
11. Support and Training
a. Vendor must provide onboarding and training plans.
b. Responsive customer service with access to knowledgeable representatives.
c. 24/7 system monitoring with business-hours support via phone/email and emergency services.
12. Page Watch and Alerts
a. Set page watch alerts for specific web content changes.
b. Automated email notifications upon detection of updates.
c. High-volume alert capacity with security against abuse.
13. Data Import
a. Ability to import current data into the new system.
b. Moderation, privacy controls, MIME filtering, regex topic filtering.
c. Invitation-based subscriptions and customizable auto-response options.
d. Support for headers and "real name" for members.
e. Virtual hosting and single user accounts managing multiple addresses.
f. Contact management & segmentation – Vendor must include contact management tools that support importing, deduplication, tagging, and segmentation for targeted communications.
14. Emerging Capabilities
a. AI / GenAI – Vendor should outline AI/GenAI capabilities such as subject line optimization, predictive segmentation, or content recommendations.
15. Security and Compliance
a. Security posture (high level) – Vendor must describe their overall security posture, including certifications (e.g., SOC 2, ISO 27001) and vulnerability management practices.
b. Data classification fit (external comms) – Vendor must demonstrate alignment with Maine OIT Data Classification Policy for external communications (TLP: White/Green).
16. Procurement and Pricing
a. Procurement/legal risks (SOM view) – Vendor must disclose potential procurement/legal risks (e.g., licensing models, contract limitations, indemnification terms).
b. Pricing anchor (as cited) – Vendor must provide transparent pricing models (per user, per email, flat subscription), including government/education discounts.
17.Web Beacon Support
The solution must support the use of web beacons (also known as tracking pixels) to detect when users access specific content (e.g., email opens or page views). The system should capture relevant metadata (IP, timestamp, browser/client type, cookies/session ID) and link

Web beacon - Wikipedia https://en.wikipedia.org/wiki/Web_beacon

A. Desirable Capabilities
a. Track changes in editing mode
b. Ability to know what email addresses are invalid or unsubscribed prior to sending emails
c. Geo fencing options (delivers messages based on your location)
d. Capable of integrating with Microsoft Office
e. Option to send the last email sent to list after subscribing

File details come from the government source that posted it. Updated .