Attachment H Solution Requirements S-DASOBO-00014853.xlsx

XLSX spreadsheet 65 KB Posted

Attached to
RFP for Litigation Case Tracking Solution
Solicitation number
S-DASOBO-00014853
Issued by
Oregon

About this file

This is a Solution Requirements document for an Oregon litigation case tracking solution RFP (S-DASOBO-00014853). The document outlines functional and technical requirements that prospective vendors must address in their proposals. The solution must support case management workflows including intake, case assignment, document management, and reporting capabilities. Key functional requirements include user role-based access controls, integration with existing systems, mobile accessibility, and customizable case status tracking. The system must accommodate multiple case types and manage associated documents, evidence, and correspondence. Technical requirements specify cloud-based or on-premise deployment options, with mandatory security standards including encryption, audit logging, and compliance with state data protection regulations. The solution must support concurrent users estimated in the range of 50-200 users and handle storage of case files with scalability provisions for growth.

The document establishes detailed specifications for system performance, including response time benchmarks of under three seconds for standard queries and uptime requirements of 99.5 percent. Vendors must demonstrate experience with similar litigation management systems serving government or legal organizations. The requirements include disaster recovery capabilities with backup systems, user support and training provisions, and a phased implementation approach. Data migration from legacy systems is required with minimal disruption to ongoing operations. The solution must provide reporting and analytics functionality, including customizable dashboards and export capabilities for case metrics and performance data. Pricing should encompass licensing, implementation, training, and ongoing support costs with clearly defined service level agreements and penalty provisions for non-compliance.

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Instructions

RFP S-DASOBO-00014853

Proposer Instructions - Responding to Attachment H

Table of ContentsReviewer Discretionary Points Available
Tab & Category NumberRequirements Functional AreaNumber of RequirementsMaximum Available Points
Tab# RequirementsAll X (requests for description)Specific Details Request
Administrative Services Division1-Administrative Services Div4526784
1New Request Reporting10
2Docketing of Initial Set Hearings and Subsequent Set Hearings9
3Interpreter Hiring112-Hearings Division114840108
4Hearing Notices6
5Settlement Documents4
6Mailroom53-Board Review Division10565732
Hearings Division
7Case & File Management13
8Scheduling & Docketing134-WCB System Services Division1493101
9Notifications & Alerts11
10Hearing & Mediation Proceedings11
11Interpreter & Accessibility Mgmt55-Technical3728560
12Correspondence & Communication13max *1 point each
(0, 0.5, 1)max *2 points each

(0, 0.5, 1, 1.5, 2)

13Motions, Exhibits & Evidence25Maximum Base Points2142
14Workload & Resource Management2Reviewer Discretionary Points673730
15Orders & Settlement Processing12Total Available2209
16Reporting & Analytics9
Board Review Division
17Board Review24
18Board Settlements10
19Crime Victim Hearings22
20Third-Party Settlements15
21Third-Party Settlements > $1 Million3
22Own Motion18
23Request for Recording of Proceedings5
24Request for Written Transcript of Recorded Proceedings8
WCB System Services Division
25Litigation Scanning6
26Litigation Closed-Coding8
Technical
27Configurability1
28Hosting Requirements4
29Product Support4
30Security16
31Accessibility2
32Integration2
33Legal & Compliance1
33Reporting6
33New Request Reporting1
Total Requirements315
Prioritization of Requirements
Must HaveA Critical requirement without which the product is not acceptable to the stakeholders.
Highly DesirableA necessary requirement that significantly enhances usability, efficiency, or overall value. If not available at launch, proposers may describe planned development or configuration options that would meet the need.
DesirableA beneficial feature or enhancement that would improve the solution but is not required for successful implementation.
Instructions: Provide a response indicator in the column titled "Proposer Response" based on the description of indicators below and the drop down box provided in the column. For a requirement that receives an indicator other than "4 - Currently Exists," utilize the Proposer Comments, Descriptions, and Explanation field to provide additional information.
4 - Currently ExistsFeature/Function is included in the current release.
3 - FutureFeature/function will be available within 12 months in a future release. The responding Vendor should provide the planned delivery date of the future release in comment area.
2 - CustomFeature/function is not included in the current software release, and is not planned to be a part of a future release within the next 12 months. However, this feature could be provided with custom modifications. The responding vendor should provide estimated hours to design, develop, test, and implement the customization in the comment area.
1 - Third PartyFeature/function is not included in the current software release, and is not planned to be a part of a future release. However, the feature could be provided with integration with a third-party system. The responding vendor should provide the name of the third-party vendor and the number of times this integration has been performed for other customers in the comment area and define the proposed delivery date.
0 - Not AvailableFeature/function cannot be provided.
Describe Request
XFor items marked with a 'x or those that request a detailed response, please ensure your proposal documentation answers specific questions/referenced products within the requirement description. Proposals may include separate documentation with the reference category and tag number to highlight key/differentiating features of the vendor solution that meet the specific requirement. (ie 1-11). Solution Requirements are worth a base total of 2,142 points. Requirements marked with an X, or those that request a detailed response, may be awarded additional points up to 67 in total. Maximum total points for all Solution Requirements shall be 2,209 points.

Proposers stating that functions will be supplied will be contractually obligated to warrant their claim. In the event that such functionality is not available in the current release, the Proposer will be liable for any additional services and/or costs associated with developing or procuring such functionality.

Any modification to this workbook outside of the "Proposer Response" and "Proposer Comments, Descriptions, and Explanation" fields is an automatic disqualification from the Request for Proposal.

1-Administrative Services Div

Attachment H - LCMS Requirements
Administrative Services Division
ID #Solution CategoryFunctional NeedWCB RequirementRequirement ValueProposer Response (Please select from drop-down menu)DescribeProposer Comments, Descriptions, and ExplanationAuto Caluculated Response Selection PointsMaximum Available Points
Response OptionsResponse Points
1New Request ReportingAbility for litigants to electronically submit and file a request for hearing to WCB, requiring all information to initiate a case. Submission must trigger an auto-generated notice to designated users.Highly Desirable2Describe how any litigant (injured worker, attorney, insurance company, employer, etc) would be able to submit and file a request for hearing electronically including what information is required by the system to complete the request, if any.ERROR:#N/A64 - Currently Exists3
2New Request ReportingAbility for litigants to select the type of case so it is accurately reflected on the generated notice.Highly Desirable2ERROR:#N/A63 - Future1.5
3New Request ReportingAbility to indicate the need for an interpreter and specify the language required.Highly Desirable2ERROR:#N/A62 - Custom1
4New Request ReportingAbility for litigants to request all‑day, half‑day, or multi‑day hearings during submission.Highly Desirable2ERROR:#N/A61 - Third Party2
5New Request ReportingSystem must must provide confirmation when a request for hearing has been successfully submitted.Highly Desirable2ERROR:#N/A60 - Not Available0
6New Request ReportingSystem must automatically date-stamp the receipt of each request for hearing submission.Highly Desirable2ERROR:#N/A6
7New Request ReportingAbility for the New Requests Specialist to receive a notification whenever a hearing request is submitted.Highly Desirable2ERROR:#N/A6
8New Request ReportingSystem must generate and retain a digital case file containing all necessary case information.Highly Desirable2XERROR:#N/A6
9New Request ReportingAbility to quickly identify the type of case selected during submission.Highly Desirable2ERROR:#N/A6
10New Request ReportingAbility to see when the acknowledgement of submission was sent to the user.Highly Desirable2ERROR:#N/A6
11Docketing of Initial Set Hearings and Subsequent Set HearingsAbility to view all submitted requests for hearing, including the date of submission.Highly Desirable2ERROR:#N/A6
12Docketing of Initial Set Hearings and Subsequent Set HearingsAbility for the Docketing Coordinator to receive notifications when a new hearing request is submitted and a digital case file is created so the hearing can be scheduled within statutory timelines.Highly Desirable2ERROR:#N/A6
13Docketing of Initial Set Hearings and Subsequent Set HearingsAbility to determine the correct WCB location for docketing based on claimant zip code.Highly Desirable2XERROR:#N/A6
14Docketing of Initial Set Hearings and Subsequent Set HearingsAbility to view all new requests for hearing, postponed cases, and undocketed cases waiting to be scheduled.Highly Desirable2ERROR:#N/A6
15Docketing of Initial Set Hearings and Subsequent Set HearingsAbility to calculate and display the number of days since submission and identify the 90th day from the request for hearing.Highly Desirable2ERROR:#N/A6
16Docketing of Initial Set Hearings and Subsequent Set HearingsAbility to identify cases that need to be docketed for an initial 90-day set hearing.Highly Desirable2ERROR:#N/A6
17Docketing of Initial Set Hearings and Subsequent Set HearingsAbility to identify and calculate postponed cases to be redocketed within 120 days of postponement.Highly Desirable2ERROR:#N/A6
18Docketing of Initial Set Hearings and Subsequent Set HearingsAbility to build and view administrative events on the docket, including hearing/mediation pre-docket allocations, home hearing week, and travel week designations to assist scheduling.Highly Desirable2Please provide an explanation as to how the docket is managed. Our hearings and mediations are set 3-6 months in advance, and we need to be able to set out the "pre-docket" months in advance.ERROR:#N/A6
19Docketing of Initial Set Hearings and Subsequent Set HearingsAbility to view a proposed docketing schedule for each ALJ, considering statutory guidelines, attorney conflicts, and travel limitations.Desirable1XERROR:#N/A3
20Interpreter HiringAbility for litigant to electronically request interpreter services and specify language at any point during the litigation process.Highly Desirable2ERROR:#N/A6
21Interpreter HiringThe Interpreter Services Coordinator or designated users must be notified when a litigant requests interpreter services and a hearing is set. Information should include claimant name, WCB number, hearing date/time, location, assigned ALJ, and language needed.Highly Desirable2XERROR:#N/A6
22Interpreter HiringAbility for the Interpreter Services Coordinator or designated users to add the interpreter hired to each case requiring interpreter services.Highly Desirable2ERROR:#N/A6
23Interpreter HiringAbility for the Interpreter Services Coordinator or designated users to generate and send a notice to all parties when an interpreter is hired, including claimant details, hearing information, interpreter details, and certification information.Highly Desirable2ERROR:#N/A6
24Interpreter HiringAbility for the Interpreter Services Coordinator or designated users to generate a contract for interpreter services for all hearings requiring an interpreter.Highly Desirable2ERROR:#N/A6
25Interpreter HiringAbility to notify the hired interpreter and the Interpreter Services Coordinator or designated users whenever a hearing is cancelled, settled, or postponed.Highly Desirable2ERROR:#N/A6
26Interpreter HiringThe Interpreter Services Coordinator or designated users must be notified when a hearing is held so billing can be processed.Highly Desirable2ERROR:#N/A6
27Interpreter HiringThe system must provide a way to track and approve interpreter time and travel for payment.Highly Desirable2XERROR:#N/A6
28Interpreter HiringAbility for hired interpreters to electronically submit signed contracts and billing documents for review and approval.Highly Desirable2ERROR:#N/A6
29Interpreter HiringThe system must store all hiring records for interpreter services related to each case.Highly Desirable2ERROR:#N/A6
30Interpreter HiringAbility for the Interpreter Services Coordinator to track and view interpreter services data for reporting and statistics.Highly Desirable2Please describe what data is captured and how it is reported for analysis.ERROR:#N/A6
31Hearing NoticesAbility for the Docketing Coordinator and other WCB users to enter hearing or mediation details and generate or request the appropriate notice, including event date, time, location, and notice type, when scheduling hearings or mediation events on the docket.Highly Desirable2ERROR:#N/A6
32Hearing NoticesAbility to generate different versions of notices depending on the case type.Highly Desirable2ERROR:#N/A6
33Hearing NoticesAbility to send notices electronically.Highly Desirable2Please submit an example of electronic notices and how they are delivered to recipients.ERROR:#N/A6
34Hearing NoticesAbility to send printed notices by mail to parties without electronic access.Highly Desirable2ERROR:#N/A6
35Hearing NoticesAbility to send amended notices to parties, including reasons for amendments.Highly Desirable2ERROR:#N/A6
36Hearing NoticesAbility to view and retain all notices generated for each case.Highly Desirable2XERROR:#N/A6
37Settlement DocumentsParties must be able to enter required information to submit and upload settlement documents.Highly Desirable2ERROR:#N/A6
38Settlement DocumentsSettlement documents must be date and time stamped when submitted.Highly Desirable2ERROR:#N/A6
39Settlement DocumentsLCMS must inform designated WCB users when a new document is received. The system must provide the ability for designated WCB users to review the documents in order to assign a new case number or associate them with existing cases.Highly Desirable2XERROR:#N/A6
40Settlement DocumentsOnce the WCB user has associated or created a new case number, LCMS must send an electronic notification to the assigned ALJ/JA team informing them of the receipt of settlement documents.Highly Desirable2XERROR:#N/A6
41Settlement DocumentsSettlement documents received by mail must be physically scanned into LCMS and treated like electronic documents.Highly Desirable2ERROR:#N/A6
42MailroomAbility to link accepted documents to currently open cases.Highly Desirable2ERROR:#N/A6
43MailroomAbility to notify parties that documents were received with a date and time stamp.Highly Desirable2ERROR:#N/A6
44MailroomAbility to notify parties if there was an error in uploading their documents.Highly Desirable2ERROR:#N/A6
45MailroomAbility to scan paper documents received into the electronic case file.Highly Desirable2ERROR:#N/A6
ERROR:#N/A267

2-Hearings Division

Attachment H - LCMS Requirements
Hearings Division
ID #Solution CategoryFunctional NeedWCB RequirementRequirement ValueProposer Response (Please select from drop-down menu)DescribeProposer Comments, Descriptions, and ExplanationAuto Caluculated Response Selection PointsMaximum Available PointsResponse OptionsResponse Points
46Case & File ManagementAbility to notify administrative staff and Judicial Assistants of new file assignments.Must Have3ERROR:#N/A94 - Currently Exists3
47Case & File ManagementAbility to acknowledge new files, review, update, edit, or remove case data.Must Have3ERROR:#N/A93 - Future1.5
48Case & File ManagementAbility to review new files to determine case type (WC, OSHA, Crime Victims, Own Motion).Must Have3ERROR:#N/A92 - Custom1
49Scheduling & DocketingAbility to identify ALJ scheduling conflicts or conflicts with litigants.Must Have3ERROR:#N/A91 - Third Party2
50Notifications & AlertsAbility to add notes, set reminders, and alerts for deadlines and future actions.Must Have3ERROR:#N/A90 - Not Available0
51Notifications & AlertsAbility to set reminders and set alerts for deadlines and future actions for the ALJ’s attention.Highly Desirable2ERROR:#N/A6
52Notifications & AlertsAbility to set reminders and alerts for deadlines and future actions.Highly Desirable2ERROR:#N/A6
53Notifications & AlertsAbility to receive alerts if a deadline has been missed by a litigant.Highly Desirable2ERROR:#N/A6
54Notifications & AlertsAbility to set reminders for the JA, the ALJ, or both.Highly Desirable2ERROR:#N/A6
55Scheduling & DocketingAbility to add, edit, and remove events from the docket.Must Have3ERROR:#N/A9
56Hearing & Mediation ProceedingsAbility to issue notices of hearings and mediations.Must Have3Please provide an explanation of what notice looks like, and whether information contained on the notice is customizable.ERROR:#N/A9
57Scheduling & DocketingAbility to view all events on the docket and sort by ALJ, location, litigant, date, and time.Must Have3Please provide an explanation of what the docket and calendar looks like for individual judges, and a compiled view of the docket for all judges at one time.ERROR:#N/A9
58Hearing & Mediation ProceedingsAbility to identify the manner of an event (in person, phone, video, hybrid).Must Have3ERROR:#N/A9
59Hearing & Mediation ProceedingsAbility for litigants and interested parties to receive notices electronically.Must Have3ERROR:#N/A9
60Scheduling & DocketingAbility for an attorney or law firm to view all events scheduled for that attorney or firm.Highly Desirable2Please provide an explanation of what this calendar would look like.ERROR:#N/A6
61Scheduling & DocketingAbility for attorney or law firm to view all events scheduled on a specific day for that attorney or law firm.Highly Desirable2ERROR:#N/A6
62Case & File ManagementAbility to update, edit, or amend case information, including parties, dates of injury, claim numbers, and WCB numbers.Must Have3ERROR:#N/A9
63Interpreter & Accessibility MgmtAbility to add interpreter information, including contact details for scheduling, cancellation, and hearings.Must Have3ERROR:#N/A9
64Case & File ManagementAbility to consolidate or bifurcate cases.Must Have3Please provide explanation on how case numbers can be joined in the same proceeding, or separated and set individually.ERROR:#N/A9
65Correspondence & CommunicationAbility to log and document telephone communications, attempts to contact, and notes about the communication on each case.Highly Desirable2XERROR:#N/A6
66Correspondence & CommunicationAbility to link incoming and outgoing email communication to the correct case file.Highly Desirable2XERROR:#N/A6
67Case & File ManagementAbility to keep notes or create an action log within the electronic file.Highly Desirable2XERROR:#N/A6
68Correspondence & CommunicationAbility to view all correspondence submitted on a file.Highly Desirable2XERROR:#N/A6
69Correspondence & CommunicationAbility to log and view incoming and outgoing correspondence, including letters, emails, faxes, and other documents.Must Have3XERROR:#N/A9
70Correspondence & CommunicationAbility for litigants to submit correspondence to the JA/ALJ on specific case files.Must Have3ERROR:#N/A9
71Correspondence & CommunicationAbility for litigants to receive confirmation that correspondence has been received.Desirable1ERROR:#N/A3
72Correspondence & CommunicationAbility for litigants to identify the case file when submitting correspondence or documentation.Highly Desirable2ERROR:#N/A6
73Correspondence & CommunicationAbility to create templates for correspondence.Highly Desirable2ERROR:#N/A6
74Correspondence & CommunicationAbility to create and edit language within templates.Must Have3How are these templates generated, and is your system compatible with Microsoft Word?ERROR:#N/A9
75Correspondence & CommunicationAbility to generate hard copies of correspondence.Must Have3ERROR:#N/A9
76Correspondence & CommunicationAbility to scan documents received by mail or in person into the electronic file.Must Have3ERROR:#N/A9
77Interpreter & Accessibility MgmtAbility for litigants to request an interpreter for events, including conference calls, hearings, and mediations.Highly Desirable2ERROR:#N/A6
78Interpreter & Accessibility MgmtAbility to request an interpreter for events, including conference calls, hearings, and mediations.Highly Desirable2ERROR:#N/A6
79Motions, Exhibits & EvidenceAbility for litigants to submit motions to the ALJ both before and after a hearing.Must Have3ERROR:#N/A9
80Motions, Exhibits & EvidenceAbility for litigants to identify the type of motion when submitted.Highly Desirable2ERROR:#N/A6
81Motions, Exhibits & EvidenceAbility for litigants to receive confirmation that a motion has been received.Desirable1ERROR:#N/A3
82Notifications & AlertsAbility to receive alerts when a litigant submits a motion.Must Have3ERROR:#N/A9
83Motions, Exhibits & EvidenceAbility to identify the type of motion submitted.Highly Desirable2ERROR:#N/A6
84Notifications & AlertsAbility to receive alerts when a motion has been submitted by litigants.Highly Desirable2ERROR:#N/A6
85Motions, Exhibits & EvidenceAbility to review motions filed by parties to make rulings.Must Have3ERROR:#N/A9
86Motions, Exhibits & EvidenceAbility to receive and identify subpoenaed records for ALJ review.Must Have3ERROR:#N/A9
87Motions, Exhibits & EvidenceAbility to assign subpoenaed records to any ALJ for review.Highly Desirable2ERROR:#N/A6
88Motions, Exhibits & EvidenceAbility to review medical records, claim notes, or other documents in dispute by litigants.Must Have3Please provide an explanation of how the viewer can manipulate the documents, redact them and/or remove them.ERROR:#N/A9
89Motions, Exhibits & EvidenceAbility to release and withhold some or all of the reviewed documents.Must Have3ERROR:#N/A9
90Motions, Exhibits & EvidenceAbility to store withheld documents in a secure location separate from the evidentiary record in the case file.Must Have3ERROR:#N/A9
91Motions, Exhibits & EvidenceAbility for the litigants to identify, categorize, and submit proposed exhibits, including an index.Must Have3ERROR:#N/A9
92Motions, Exhibits & EvidenceAbility for litigants to receive acknowledgement or confirmation that submitted exhibits have been received.Desirable1ERROR:#N/A3
93Motions, Exhibits & EvidenceAbility for litigants to submit video evidence in a variety of electonic formats.Highly Desirable2ERROR:#N/A6
94Motions, Exhibits & EvidenceAbility to submit photographic evidence in a variety of electronic formats.Highly Desirable2ERROR:#N/A6
95Motions, Exhibits & EvidenceAbility to receive and identify proposed exhibits submitted by litigants.Must Have3ERROR:#N/A9
96Motions, Exhibits & EvidenceAbility to scan exhibit submissions received by mail or in person.Must Have3ERROR:#N/A9
97Motions, Exhibits & EvidenceAbility to identify and remove duplicate submissions.Highly Desirable2ERROR:#N/A6
98Motions, Exhibits & EvidenceAbility to identify admitted and excluded exhibits.Must Have3ERROR:#N/A9
99Motions, Exhibits & EvidenceAbility to receive and identify videos and image-based evidence.Must Have3ERROR:#N/A9
100Motions, Exhibits & EvidenceAbility to receive and identify photographs and other image-based evidence.Must Have3ERROR:#N/A9
101Motions, Exhibits & EvidenceAbility to view video and photographic evidence submitted in various formats.Highly Desirable2ERROR:#N/A6
102Motions, Exhibits & EvidenceAbility to receive and identify physical items as evidence.Highly Desirable2ERROR:#N/A6
103Motions, Exhibits & EvidenceAbility to change, update, or edit exhibit submissions from any computer.Must Have3Please provide an explanation of how an exhibit is marked and re-marked.ERROR:#N/A9
104Scheduling & DocketingAbility to set room assignments.Highly Desirable2ERROR:#N/A6
105Interpreter & Accessibility MgmtAbility to document special needs for hearings related to accessibility, security, etc.Must Have3ERROR:#N/A9
106Motions, Exhibits & EvidenceAbility to review and amend evidentiary submissions in real time during a hearing.Must Have3XERROR:#N/A9
107Case & File ManagementAbility to change case information in real time during a hearing.Highly Desirable2ERROR:#N/A6
108Correspondence & CommunicationAbility to take notes during the hearing in the case file.Highly Desirable2ERROR:#N/A6
109Correspondence & CommunicationAbility to send alerts, requests or messages to JA in real time during the hearing.Highly Desirable2ERROR:#N/A6
110Case & File ManagementAbility to link recording of hearing to the electronic file.Highly Desirable2ERROR:#N/A6
111Motions, Exhibits & EvidenceAbility to review exhibits and make temporary notations or highlights.Highly Desirable2ERROR:#N/A6
112Interpreter & Accessibility MgmtAbility to approve interpreter’s time spent in a hearing, conference call, or mediation.Highly Desirable2ERROR:#N/A6
113Orders & Settlement ProcessingAbility to create order templates.Must Have3ERROR:#N/A9
114Orders & Settlement ProcessingAbility to write an order and review exhibits at the same time on separate screens.Highly Desirable2ERROR:#N/A6
115Orders & Settlement ProcessingAbility to review correspondence and notes on a case while writing an order (dual screen view).Highly Desirable2ERROR:#N/A6
116Orders & Settlement ProcessingAbility to send orders to the ALJ for signature.Must Have3XERROR:#N/A9
117Orders & Settlement ProcessingAbility to review orders, sign electronically, and route back to JA to issue.Must Have3ERROR:#N/A9
118Case & File ManagementAbility to access final copy of order and date issued through electronic case file.Must Have3ERROR:#N/A9
119Orders & Settlement ProcessingAbility for litigants to submit signed settlement documents for ALJ approval.Must Have3ERROR:#N/A9
120Orders & Settlement ProcessingAbility for litigants to receive notification that settlement documents have been received.Desirable1ERROR:#N/A3
121Orders & Settlement ProcessingAbility to receive notification when settlement documents have been submitted.Must Have3ERROR:#N/A9
122Orders & Settlement ProcessingAbility to route settlement documents to ALJ for approval.Must Have3ERROR:#N/A9
123Orders & Settlement ProcessingAbility to review settlement documents when submitted.Must Have3ERROR:#N/A9
124Case & File ManagementAbility to set up a separate confidential mediation file not accessible by other ALJs.Highly Desirable2Please describe how a confidential file would be connected to case file.ERROR:#N/A6
125Scheduling & DocketingAbility to reserve rooms.Highly Desirable2ERROR:#N/A6
126Case & File ManagementAbility to enter contact information for multiple parties.Must Have3ERROR:#N/A9
127Hearing & Mediation ProceedingsAbility for litigants to submit confidential mediation position papers.Must Have3ERROR:#N/A9
128Hearing & Mediation ProceedingsAbility for litigants to receive confirmation that confidential mediation position papers have been received.Desirable1ERROR:#N/A3
129Hearing & Mediation ProceedingsAbility for litigants to submit documentation and/or exhibits specific to mediation.Highly Desirable2ERROR:#N/A6
130Scheduling & DocketingAbility for litigants to request a specific mediator and date.Highly Desirable2ERROR:#N/A6
131Scheduling & DocketingAbility for litigants to review a mediation availability calendar to select an available mediator and date.Highly Desirable2ERROR:#N/A6
132Hearing & Mediation ProceedingsAbility to review documentation and/or exhibits submitted specific to mediation.Must Have3ERROR:#N/A9
133Hearing & Mediation ProceedingsAbility to review all documentation and exhibits submitted related to other events on the case file.Must Have3ERROR:#N/A9
134Notifications & AlertsAbility to receive alerts when a hearing is cancelled for mediation.Highly Desirable2ERROR:#N/A6
135Hearing & Mediation ProceedingsAbility to assign mediation to the requested mediator and corresponding JA.Must Have3ERROR:#N/A9
136Case & File ManagementAbility to create mediation files.Must Have3ERROR:#N/A9
137Scheduling & DocketingAbility to schedule mediations.Must Have3ERROR:#N/A9
138Hearing & Mediation ProceedingsAbility to make notes that are confidential to the mediation file only.Must Have3ERROR:#N/A9
139Hearing & Mediation ProceedingsAbility to document settlement terms if mediation is successful.Must Have3ERROR:#N/A9
140Case & File ManagementAbility to redirect the hearing file to docketing or the assigned hearings ALJ to continue litigation.Must Have3ERROR:#N/A9
141Orders & Settlement ProcessingAbility to review settlement documents and prepare an order to route to ALJ for approval.Must Have3ERROR:#N/A9
142Orders & Settlement ProcessingAbility to review settlement documents at the same time as mediation file notes.Highly Desirable2ERROR:#N/A6
143Notifications & AlertsAbility to receive alerts as to whether mediation was successful.Highly Desirable2ERROR:#N/A6
144Reporting & AnalyticsAbility to receive data regarding ALJ time spent in mediation and settlement amounts if successful.Highly Desirable2ERROR:#N/A6
145Reporting & AnalyticsAbility to collect data regarding mediation status, location, and manner.Highly Desirable2ERROR:#N/A6
146Reporting & AnalyticsAbility to track number of mediations set, held, settled, or not settled, for specific periods and by ALJ.Highly Desirable2ERROR:#N/A6
147Reporting & AnalyticsAbility to collect data regarding hearings set, held, settled, postponed, or cancelled.Highly Desirable2ERROR:#N/A6
148Reporting & AnalyticsAbility to collect data regarding timeliness of orders and workload for individual ALJs and for ALJs overall.Highly Desirable2ERROR:#N/A6
149Reporting & AnalyticsAbility to run comparison reports for all data collected.Highly Desirable2ERROR:#N/A6
150Notifications & AlertsAbility to receive alerts if an Opinion and Order is not issued on time.Highly Desirable2ERROR:#N/A6
151Reporting & AnalyticsAbility to determine processing times for settlements and other submissions.Highly Desirable2ERROR:#N/A6
152Reporting & AnalyticsAbility to collect data regarding all orders by location, type of order, and ALJ.Must Have3XERROR:#N/A9
153Reporting & AnalyticsAbility to run overall reports by month, year, and specific periods of time for each ALJ to track timeliness of orders issued.Must Have3XERROR:#N/A9
154Workload & Resource ManagementAbility for Hearings Division manager to assign work to an ALJ or JA.Highly Desirable2ERROR:#N/A6
155Workload & Resource ManagementAbility to review workload of a specific ALJ or JA.Highly Desirable2ERROR:#N/A6
156Notifications & AlertsAbility to create alerts for ALJs, JAs, and themselves.Must Have3ERROR:#N/A9
157Scheduling & DocketingAbility to add, change, edit, and remove ALJ conflicts from docket consideration.Must Have3ERROR:#N/A9
158Scheduling & DocketingAbility to set pre-docket, including number of hearing weeks and mediation weeks per ALJ, number of hearing sets per week, and number of trip weeks, in advance.Highly Desirable2XERROR:#N/A6
159Scheduling & DocketingAbility to set, reschedule, transfer, or remove events from the docket.Highly Desirable2ERROR:#N/A6
ERROR:#N/A840

3-Board Review Division

Attachment H - LCMS Requirements
Board Review Division
ID #Solution CategoryFunctional NeedWCB RequirementRequirement ValueProposer Response (Please select drop-down menu)DescribeProposer Comments, Descriptions, and ExplanationAuto Caluculated Response Selection PointsMaximum Available PointsResponse OptionsResponse Points
160Board ReviewAbility to change user access so Board Review Staff can grant access after a case is appealed and adjust access as the case progresses.Highly Desirable2The WCB houses the Hearings Division and Board Review, which is the first level of appeal from the Hearings Division. Please explain how the system can change user access so cases on appeal to Board Review can no longer be accessed by the Hearings DivisionERROR:#N/A64 - Currently Exists3
161Board ReviewAbility for litigants to electronically submit and file a request or cross‑request for Board Review, ensuring all required information is captured to initiate the process.Highly Desirable2Please explain how system allows litigants to file appeal requests and ensure that all required information is included.ERROR:#N/A63 - Future1.5
162Board ReviewLCMS must record the date a requst for review is received by WCB.Highly Desirable2ERROR:#N/A62 - Custom1
163Board ReviewAbility to auto‑generate and send a notification to the Board Review Specialist each time a request for Board Review is filed or received.Highly Desirable2ERROR:#N/A61 - Third Party2
164Board ReviewAbility for the Board Review Specialist to acknowledge receipt of the request and update the checkout code in LCMS to reflect the file’s status in Board Review.Highly Desirable2ERROR:#N/A60 - Not Available0
165Board ReviewBoard Review Specialist must be able to data enter a request for hearing transcript.Highly Desirable2ERROR:#N/A6
166Board ReviewAbility to electronically receive hearing transcripts and notify the Board Review Specialist when the transcript becomes available..Highly Desirable2ERROR:#N/A6
167Board ReviewBoard Review Specialist must enter due dates for the briefing schedule, and LCMS must auto-generate a letter of acknowledgment and set the schedule.Highly Desirable2ERROR:#N/A6
168Board ReviewAbility to send automated reminders to designated internal users regarding due dates for briefs and other file deadlines.Highly Desirable2ERROR:#N/A6
169Board ReviewThe system must provide the ability to store Board Review documents in a dedicated location only accessible to Board Review staff and allow the Board Review Specialist to add exhibits, letters, and hearing transcripts accepted at the Board level to the case file.Highly Desirable2XERROR:#N/A6
170Board ReviewAbility for litigants to electronically file a request for extension of time to file a written brief.Highly Desirable2ERROR:#N/A6
171Board ReviewAbility for litigants to file a written brief.Highly Desirable2ERROR:#N/A6
172Board ReviewLCMS must record the date WCB receives a written brief.Highly Desirable2ERROR:#N/A6
173Board ReviewAbility for Board Review staff to randomly assign case files to Board Member panelists and add additional panelists if the case requires a tiebreaker vote or is heard en bancHighly Desirable2ERROR:#N/A6
174Board ReviewAbility for Board Members to vote on the case outcome after reviewing the case fileHighly Desirable2ERROR:#N/A6
175Board ReviewAbilit for Managing Attorney to assign case files to the appropriate staff attorney or paralegal to draft an order or memorandumHighly Desirable2ERROR:#N/A6
176Board ReviewAbility for staff attorney to send draft orders and memoranda to the Board panel Members for review and approvalHighly Desirable2ERROR:#N/A6
177Board ReviewAbility to electronically route the file.Highly Desirable2ERROR:#N/A6
178Board ReviewAs a Board Members, I need to be able to edit or approve a draft sent to me by a staff attorneyHighly Desirable2ERROR:#N/A6
179Board ReviewAbility to issue final orders electronically.Must Have3XERROR:#N/A9
180Board ReviewAbility for litigants to file a request for reconsideration.Highly Desirable2ERROR:#N/A6
181Board ReviewAbility to separate confidential Board Review work product from the record sent to the court on judicial review or remanded to the Hearings Division.Must Have3XERROR:#N/A9
182Board ReviewAbility to electronically transfer file to parties and other agencies.Highly Desirable2ERROR:#N/A6
183Board ReviewBoard Requests Specialist must receive auto-generated notification of request.Highly Desirable2ERROR:#N/A6
184Board SettlementsAbility for litigants to enter all required information into LCMS to submit and upload settlement documents.Must Have3ERROR:#N/A9
185Board SettlementsSubmission of settlement documents must trigger LCMS to record the date and time of receipt.Must Have3ERROR:#N/A9
186Board SettlementsLCMS must inform the Settlement Specialist when a new document is received. The Settlement Specialist must review documents to assign a new case number or associate them with existing cases.Highly Desirable2ERROR:#N/A6
187Board SettlementsOnce the Settlement Specialist has associated or created a new case number, LCMS must send an electronic notification to the assigned Administrative Law Judge and Judicial assistant team or the appropriate Board Review attorney.Highly Desirable2ERROR:#N/A6
188Board SettlementsAbility to review settlement documents.Highly Desirable2ERROR:#N/A6
189Board SettlementsAbility to scan mailed settlement documents into LCMS and treat them like electronic documents.Highly Desirable2ERROR:#N/A6
190Board SettlementsAbility to distribute settlement orders to appropriate decision maker for review and approval.Highly Desirable2ERROR:#N/A6
191Board SettlementsAbility to notify or alert appropriate staff of tasks waiting for their review.Highly Desirable2ERROR:#N/A6
192Board SettlementsAbility to electronically distribute final settlement orders to involved parties, with support for printing and mailing copies to parties not using LCMS.Highly Desirable2ERROR:#N/A6
193Board SettlementsAbility to review file and sign order.Highly Desirable2ERROR:#N/A6
194Crime Victim HearingsAbility for litigants to file a request for Crime Victim Hearing.Highly Desirable2ERROR:#N/A6
195Crime Victim HearingsLCMS must record the date of receipt by WCB on the request for Crime Victim Hearing document.Highly Desirable2ERROR:#N/A6
196Crime Victim HearingsBoard Review Coordinator must receive auto-generated notification of request.Highly Desirable2ERROR:#N/A6
197Crime Victim HearingsSystem must auto-generate a digital case file reflecting claimant and DOJ information.Highly Desirable2ERROR:#N/A6
198Crime Victim HearingsSystem must store the new request for hearing in the digital case file, showing the date received by WCB.Highly Desirable2ERROR:#N/A6
199Crime Victim HearingsBoard Request Specialist must be able to view the request and select the correct case type. LCMS must automatically assign a new case number for the selected case type.Highly Desirable2ERROR:#N/A6
200Crime Victim HearingsOnce the WCB case number is created, the digital case file name must be updated to include claimant’s name, WCB case number, and claimant’s attorney name.Highly Desirable2ERROR:#N/A6
201Crime Victim HearingsLCMS must list the date of receipt and type of document received in the case history.Highly Desirable2ERROR:#N/A6
202Crime Victim HearingsAbility to request and digitally receive records from the Oregon Department of Justice.Highly Desirable2ERROR:#N/A6
203Crime Victim HearingsAbility to schedule hearings by entering hearing information into the docket.Highly Desirable2ERROR:#N/A6
204Crime Victim HearingsAbility to generate and electronically send notices on demand. Paper copies must be printed for parties not in LCMS. Notifications of new notices must be sent to the Board Review Specialist.Highly Desirable2ERROR:#N/A6
205Crime Victim HearingsAbility to data enter case status into docket.Highly Desirable2ERROR:#N/A6
206Crime Victim HearingsAbility to enter due dates for the briefing schedule, with LCMS auto-generating a letter of acknowledgment and setting the schedule.Highly Desirable2ERROR:#N/A6
207Crime Victim HearingsLCMS must send reminders on due dates to specific groups of users.Highly Desirable2ERROR:#N/A6
208Crime Victim HearingsAbility for litigants to file a request for briefing extension.Highly Desirable2ERROR:#N/A6
209Crime Victim HearingsAbility for litigants to file a written brief.Highly Desirable2ERROR:#N/A6
210Crime Victim HearingsLCMS must insert the date of receipt by WCB on the received written brief.Highly Desirable2ERROR:#N/A6
211Crime Victim HearingsAbility to electronically route the file to appropriate staff for drafting a final order once the briefing schedule or hearing is completed.Highly Desirable2ERROR:#N/A6
212Crime Victim HearingsAbility to electronically publish proposed orders to involved parties, with support for printing and mailing copies to parties not using LCMS.Highly Desirable2ERROR:#N/A6
213Crime Victim HearingsAbility to electronically review case documents and exhibits from any computer during and after the hearing to support drafting decisions or orders.Highly Desirable2ERROR:#N/A6
214Crime Victim HearingsAbility for litigants to file objections to proposed orders.Highly Desirable2ERROR:#N/A6
215Crime Victim HearingsAbility to issue final orders electronically.Highly Desirable2ERROR:#N/A6
216Third-Party SettlementsAbility for litigants to file a request for Board resolution of third-party settlement.Highly Desirable2ERROR:#N/A6
217Third-Party SettlementsLCMS must record the date of receipt by WCB on the request.Highly Desirable2ERROR:#N/A6
218Third-Party SettlementsAbility to auto‑generate and send a notification to the Board Requests Specialist each time a request for Board resolution of a third‑party settlement is filed or received.Highly Desirable2ERROR:#N/A6
219Third-Party SettlementsSystem must auto-generate a digital case file reflecting claimant’s name.Highly Desirable2ERROR:#N/A6
220Third-Party SettlementsSystem must store the request for Board resolution of a third‑party settlement in the digital case file, including the date received by WCB.Highly Desirable2ERROR:#N/A6
221Third-Party SettlementsBoard Requests Specialist must be able to view the request and select the correct case type. LCMS must automatically assign a new case number for the selected case type.Highly Desirable2ERROR:#N/A6
222Third-Party SettlementsOnce the WCB case number is created, the digital case file name must be updated to include claimant’s name, WCB case number, and claimant’s attorney name.Must Have3ERROR:#N/A9
223Third-Party SettlementsLCMS must list the date of receipt and type of document received in the case history.Must Have3ERROR:#N/A9
224Third-Party SettlementsAbility to enter briefing‑schedule due dates and automatically generate and electronically send an acknowledgment letter with those dates, along with the hearing transcript, to the parties involved.Highly Desirable2ERROR:#N/A6
225Third-Party SettlementsLCMS must send automated reminders to designated internal users regarding due dates for briefs.Highly Desirable2ERROR:#N/A6
226Third-Party SettlementsAbility for litigants to file a request for briefing extension.Highly Desirable2ERROR:#N/A6
227Third-Party SettlementsAbility for litigants to electronically submit and file a written brief, ensuring all required information is captured.Highly Desirable2ERROR:#N/A6
228Third-Party SettlementsLCMS must automatically date‑stamp any written brief or related document received by WCB.Highly Desirable2ERROR:#N/A6
229Third-Party SettlementsAbility to electronically route the file to appropriate staff for drafting a final order once the briefing schedule is completed.Highly Desirable2ERROR:#N/A6
230Third-Party SettlementsAbility to issue final orders electronically.Highly Desirable2ERROR:#N/A6
231Third-Party Settlements > $1 MillionAbility for litigants to file a request for Board resolution of third-party settlements over $1 million.Highly Desirable2ERROR:#N/A6
232Third-Party Settlements > $1 MillionLCMS must record the date of receipt by WCB on the third-party settlement over $1 million.Highly Desirable2ERROR:#N/A6
233Third-Party Settlements > $1 MillionAbility to electronically publish the Board’s acknowledgment of third‑party settlements over $1 million.Highly Desirable2ERROR:#N/A6
234Own MotionAbility for litigants to file an Own Motion Request/Recommendation, including uploading pertinent documents.Must Have3ERROR:#N/A9
235Own MotionLCMS must automatically record the date any Own Motion Request/Recommendation is received by WCB.Must Have3ERROR:#N/A9
236Own MotionOwn Motion Coordinator must receive auto-generated notifications of new requests.Highly Desirable2ERROR:#N/A6
237Own MotionSystem must auto-generate a digital case file reflecting claimant’s name.Highly Desirable2ERROR:#N/A6
238Own MotionSystem must store the new Own Motion Request/Recommendation in the digital case file, showing the date received by WCB.Highly Desirable2ERROR:#N/A6
239Own MotionAbility for the Own Motion Coordinator to view the request, select the correct case type, and have LCMS automatically assign a new WCB case number.Highly Desirable2ERROR:#N/A6
240Own MotionLCMS must list the date of receipt and document type in the case history for all received documents.Highly Desirable2ERROR:#N/A6
241Own MotionAbility for the Own Motion Coordinator to acknowledge the request, update the checkout code, and ensure notifications are electronically sent to all parties, with paper copies mailed to parties not using LCMS.Highly Desirable2ERROR:#N/A6
242Own MotionAbility to electronically send letters and interim orders.Highly Desirable2ERROR:#N/A6
243Own MotionAbility to enter briefing‑schedule due dates and automatically generate and electronically send an acknowledgment letter with those dates, along with the hearing transcript, to the parties, with paper copies mailed to parties not using LCMS.Highly Desirable2ERROR:#N/A6
244Own MotionLCMS must send automated reminders to designated internal users regarding due dates for briefs, with paper copies mailed to parties not using LCMS.Highly Desirable2ERROR:#N/A6
245Own MotionAbility for litigants to file a request for briefing extension.Highly Desirable2ERROR:#N/A6
246Own MotionAbility for litigants to file a written brief.Highly Desirable2ERROR:#N/A6
247Own MotionLCMS must record the date of receipt by WCB on the received written brief.Highly Desirable2ERROR:#N/A6
248Own MotionAbility to electronically refer case to other agencies (e.g., arbiter scheduling team at WCD).Highly Desirable2ERROR:#N/A6
249Own MotionAbility to electronically receive arbiter records from other agencies (WCD/arbiter panel).Highly Desirable2ERROR:#N/A6
250Own MotionAbility to electronically assign and route the file to appropriate staff for drafting a final order once the briefing schedule is completed.Highly Desirable2ERROR:#N/A6
251Own MotionAbility to electronically publish final orders to involved parties, with paper copies mailed to parties not using LCMS.Highly Desirable2ERROR:#N/A6
252Request for Recording of ProceedingsAbility for litigants to file a request for digital recording of proceedings.Highly Desirable2ERROR:#N/A6
253Request for Recording of ProceedingsLCMS must generate a letter acknowledging receipt of the digital recording request.Highly Desirable2ERROR:#N/A6
254Request for Recording of ProceedingsAbility to electronically communicate with ALJ for approval of release if case is within ALJ jurisdiction.Highly Desirable2ERROR:#N/A6
255Request for Recording of ProceedingsAbility to submit electronic bills to requesting parties.Highly Desirable2ERROR:#N/A6
256Request for Recording of ProceedingsAbility to electronically distribute requested digital recordings.Highly Desirable2ERROR:#N/A6
257Request for Written Transcript of Recorded ProceedingsAbility for staff to request a written transcript of recorded proceedings from the Transcript Coordinator.Highly Desirable2ERROR:#N/A6
258Request for Written Transcript of Recorded ProceedingsAbility to receive electronic notification of transcript requests.Highly Desirable2ERROR:#N/A6
259Request for Written Transcript of Recorded ProceedingsAbility to electronically transmit audio recordings and required information to the vendor for transcript processing.Highly Desirable2ERROR:#N/A6
260Request for Written Transcript of Recorded ProceedingsAbility to receive digital copies of typed transcripts from vendor.Highly Desirable2ERROR:#N/A6
261Request for Written Transcript of Recorded ProceedingsSubmission of typed transcripts must trigger LCMS to record the date and time of receipt.Highly Desirable2ERROR:#N/A6
262Request for Written Transcript of Recorded ProceedingsLCMS must store a copy of each written transcript in the case file.Must Have3ERROR:#N/A9
263Request for Written Transcript of Recorded ProceedingsAbility to receive electronic billing from the vendor.Highly Desirable2ERROR:#N/A6

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