Attachment L4 - Service Category 4 Response.docx

Productivity Tools RFP No. 25-43231513–RFP

Attachment L4 – Service Category 4: Workflow Automation and Task Management

Respondent Name: Respondent Name Goes Here Solution Name: Solution Name Goes Here

Respondent Instructions:

· Respondents shall use this Attachment as provided to respond. Altering character count limits or any other restriction or control may result in a Respondent being found non-responsive.

· Names. Respondents must provide their name and the proposed Solution name in the spaces above.

· Section 1 Prompts. Section 1 of this attachment provides prompts. The Respondent shall provide a response to prompt 1 and should provide responses to prompts 2 through 5. Prompts are indicated by red text followed by a response block.

Prompt 1 has a maximum of 3000 characters. Prompts 2 through 5 have a maximum character limit of 500. Respondents who submit responses outside of the maximum character limit may be deemed non-responsive. Any additional files, links, or other information provided outside the response block will not be considered for evaluation.

Scores will be assigned by each individual evaluator in accordance with Attachment C, Proposal Submission Instructions and Evaluation Criteria. Prompt 1 is worth a total of 5 points. Prompts 2 through 5 are worth a maximum of 4 points total. An individual Evaluator’s score of the technical response for a proposed Solution will be calculated by the following:

Evaluator’s Prompt 1 score + (Sum of the Evaluator’s Scores for Prompts 2-5/ 4) = Evaluator’s Technical Response Score for the proposed Solution

· Section 2 Terms and Conditions. Section 2 of this attachment provides a space for the Respondent to include any Service Level Agreements (SLA) or additional terms and conditions that apply to the proposed Solution. Neither the SLAs nor the additional terms and conditions will be considered for evaluation.

· Definitions. Definitions contained in Attachment A, Statement of Work, are incorporated by reference.

Section 1.

Prompt 1: Workflow Automation and Task Management Tools shall automate routine workflows and managed tasks across teams and projects. These capabilities streamline operations and ensure efficient completion of tasks and projects within deadlines.

Please describe how Respondent’s proposed Solution meets the above prompt in the field below.

Prompt 1 Response Goes Here

For the prompts below (indicated by red text followed by a response block), the Respondent should provide details on if and how the Solution meets the identified technical capabilities and features.

Prompt 2: Workflow and Process Automation – Should include tools for automating repetitive processes and workflows, ensuring consistency and operational efficiency.

Please describe if and how Respondent’s proposed Solution meets this above prompt in the field below.

Prompt 2 Response Goes Here

Prompt 3: Task and Project Management – Should provide capabilities for tracking tasks, assigning responsibilities, setting deadlines, and monitoring project progress.

Please describe if and how Respondent’s proposed Solution meets this above prompt in the field below.

Prompt 3 Response Goes Here

Prompt 4: Form and Survey Tools – Should include tools for creating, distributing, and managing electronic forms and surveys, enabling efficient data collection.

Please describe if and how Respondent’s proposed Solution meets this above prompt in the field below.

Prompt 4 Response Goes Here

Prompt 5: Visual Process Mapping and Diagramming – Should provide capabilities that enable teams to visually design workflows, processes, and organizational structures. Comment by Dambly, Brittany: @Daws, Caitlin this differs from what is in the SOW 3.5.4. whichever is correct, please change the other document accordingly.

3.5.4 Solutions should have capabilities that enable teams to visually design workflows, processes, and organizational structures.

Comment by Daws, Caitlin: Updated wording in both for consistency.

Please describe if and how Respondent’s proposed Solution meets this above prompt in the field below.

Prompt 5 Response Goes Here

Section 2. Service Level Agreement or Additional Terms and Conditions.

Respondent shall include any Service Level Agreements (SLAs) or additional terms and conditions that apply to the proposed Solution in the following text boxes. The text boxes below have a maximum character limit of 32,672 characters each. The information provided in the text boxes below will not be scored but will be incorporated into the final Term Contract documents as an exhibit.

Any Applicable SLA Goes Here Any applicable Addtional Terms and Conditons Goes Here