Exhibit_A-_CLM_Functionality_Response_Chart.docx

Exhibit – A: Desired Core Features – CLM Solution Functionality Response Chart Along with the Vendor’s overview of their solution, the Vendor must include the chart below with a response for each of the listed functionalities detailed.

Vendor Name: ____________________________________ Please note the response code below for use in the functionality response chart. Please indicate the corresponding code under the response column and provide explanation and detail about the functionality.

Catalog and store new and existing contracts and documents of various types (Word, Excel, PDF)

Bulk or automated import of current records

Ability to input and assign multiple points of contact/stakeholders and addresses per vendor

Conflict of interest flagging (ie board member of more than one organization)

Vendor/contact search capabilities

Archiving of old contacts

Timestamping and tracking of contact updates and correspondence

Integrated template/clause library

Collaborative editing capabilities

Versioning control

Ability to accept and review third-party contracts and documents

Clause/language search and reporting capabilities

Define ownership and stakeholders

Establish associations between contracts, grants, and programs. (ie. a federal grant that supports 3 contracts)

Calendar key milestones and timelines

Send, receive, and document stakeholder correspondence

Proactive notification of milestones and timelines

Standard and user-defined risk factor tracking and management

Standard and user-defined deliverable tracking and management

Tracking of defined milestones/obligations

Notifications and alert for deviation from expected performance

Ability to define automatic escalation criteria

Ability to track corrective action measures

Ability to customize line-item budgets and track spend down and modifications

Vendor portal for submission of invoices and documentation such as timecards and receipts in various formats (pdf, Excel, Word)

Support prior authorization/approval process for expenditure requests

Support client-level payment requests, with or without automatic eligibility review

Track and monitor for duplication

Support invoice review and validation

Off the shelf and customizable reporting and dashboarding on spend metrics

Integrated or available integration for client-level billing such as CMS Medicare/Medicaid billing

Ability to acknowledge/track partial payment of an invoice while holding a portion for additional review or documentation

Ability to support multiple, customizable grant application processes

Integrated registration and submission process

Integrated application review and rank process, including automated score tallying

Customizable and system-driven award and denial correspondence

Integrated award management process and connection to contract development features

Standard and customizable application and award metric reporting and dashboarding

Customizable notifications and alerts for internal and external partners, to include contract expiration, deliverable and invoice due dates, budget/performance indicators, and other key milestones, dates or deadlines.

Customizable reporting and dashboarding based upon criteria such as funding source, service area, contract type, compliance status, performance and timeliness.

Support both individual level, client data as well as aggregate program data reporting

Roll up reporting to include identified subcontractors or partners under a prime agreement or single grant/program.

Support linkage and reporting of invoices to deliverables and client or program data

Supports reporting of workload and performance of system user

Reporting capabilities- both “off-the-shelf” and customizable by user

External party contract review and electronic signature capabilities

Document and deliverable submission (Word, Excel, pdf)

Vendor-initiated profile/contact updates

Automatic date/timestamping of vendor submissions and key correspondence

Integration with frequently used programs, such as Microsoft 365, including Word, Outlook, and Excel, Oracle (including Oracle Financials), Granicus Legistar, Open Gov, DocuSign

Customizable workflows

Electronic Signature

Ability to use OCR/scanning and AI to import and populate database, search for text, and develop notifications

Ability to integrate with internal software and data warehouses

Allow for role-based security and task assignment

Configurable environment to support evolving grant

Provide customer support and training for implemented grant solution

Provide audit reports, intrusion detection, and industry standard security protocols