D17PS00639_Attachment_2_-_CMS_Mandatory_Requirements_Matrix.pdf

D17PS00639 Attachment 2

D17PS00639 ATTACHMENT 2

CMS Mandatory Requirements Matrix

Each Quoter must complete Attachment 2 to be considered for this requirement. Failure to complete the Attached matrix will result in a technically unacceptable submission and rejection of the proposal. Thus, no further evaluation of the Quoter’s submission will be conducted.

The following table lists the mandatory system requirements for the CMS, Please complete the column titled Contractor Certification with either a Y (yes) or N (no) if the proposed solution meets the stated system requirement. Note that this Matrix describes the mandatory CMS requirements which all must be met for the proposal to be considered for award. A response of N to any of the items below will result in removal of the proposal from consideration.

Note that altering the Matrix to include additional information outside of the Y or N response for each item is not acceptable. Only the response Y or N to each of the items in the Matrix will be considered.

ID

No.

Software Requirement Category Contractor Certification (Y or N)

1. The software shall have a Calendaring Module which will contain calendar events and Tasks which will include the following fields; Start Date, End Date, and duration fields and associate them with a matter

Calendar

2. The Calendar must be searchable and able to filter on all fields in the data entry form.

Calendar

3. The software calendar shall have the ability to replicate calendar entries with Microsoft Outlook.

Calendar

4. From the Division-wide activity list, users shall be able to drill-down directly to a selected matter or activity.

Calendar

5. The software shall be configurable and allow different implementations for each Division, such as screens, data elements, pull down menus and values.

Configuration

6. The software shall provide the ability to link an object (e.g. entities, documents) to other objects (e.g. matters, multiple matters).

Configuration

7. CFTC shall be able to define number schemes for the matter number field and must be able to accommodate different number schemes based upon Division and Law type and auto-generate a sequential number based on that scheme.

Configuration

No.

Software Requirement Category Contractor Certification (Y or N)

8. The software shall include a document assembly module providing the ability for system administrators to create templates containing data from fields in a matter

Document

9. The software shall contain a Document Management Module, that will include the ability to check in and check out documents

Document Management

10. The software shall support the import of common windows files including DOCX, PDF, XLSX, JPG, TIFF, MSG and ZIP.

11. The software shall store a link to all documents in their native file format and retain with all metadata.

12. Full text searching shall be available for all files (e.g. documents) and any associated attachments/embedded files that are stored in the matter file folders.

13. The software shall support versioning of MS- Office documents.

14. The system shall provide the ability to visually group documents of a matter or matters together by categories defined by the customer

15. The software shall provide for a master entity database shared across all Divisions.

Entity Information

16. The software shall allow users to view all matters related to an entity, subject to user’s security rights.

17. The software shall store entity information, including names, addresses, and related entities such as individuals and organizations.

18. The software shall allow users to have multiple matters, names, calendars, and dashboards open simultaneously.

Interface

19. Users shall be able to set preferences on their own accounts that do not affect other users’ screens.

Interface

20. The software shall provide the ability to assign matters to an individual or group.

Matter

21. The software shall be able to track different statuses of a matter and retain the history of each status and how long the matter was in that status.

Matter

22. For each matter record, the software shall have the ability to capture free-form text (e.g.

comments, notes) and include a rich text editor.

Notes

No.

Software Requirement Category Contractor Certification (Y or N)

23. The software shall allow for the ability to store a copy of Microsoft Outlook Emails, )

1. In native file format

2. Retain all standard message header and transport message header information

3. The software shall retain the parent/child relationship with Emails and any associated attachments.

Outlook

24. The software shall provide an integrated, user-friendly, ad-hoc reporting tool, which will allow the ability to create and save queries.

Reporting and Searching

25. The ad hoc reporting tool will allow searching in any database field and shall make use of Boolean, wild card and/or date ranges defendant on the data types.

26. The software shall allow users to easily run pre-defined reports without having any report writing knowledge.

27. The software shall provide exporting of reports to common formats including Excel, PDF, or XML, without purchasing additional third party software.

28. The system administrators shall be able to expose and restrict matter related objects between Divisions and within a Division.

Security

29. The software shall support the creation of functional level security groups where view, insert, update and deletion can be controlled by a user (system administrator).

Security

30. The software shall include a timekeeping and expense module with the ability to track time and/or expenses, including the date, time or expense, transaction code, amount of time and/or expense, timekeeper name, and a detailed description of work and/or expense description.

Timekeeping

31. The timekeeping and expense module shall support customer defined transaction codes based on matter classification or type.

Timekeeping

32. The software shall include a workflow capability Workflow