Exhibit B _ Functional Requirements Response .xlsx
XLSX spreadsheet 172 KB Posted
- Solicitation number
- PE-77023-NONST-2025-000000327
- Issued by
- Crisp County, Georgia
About this file
This document is a Functional Requirements Response workbook for Gwinnett County Government, specifically for a technology solution related to recording, document management, and collaborative systems for 911 and emergency services. The workbook provides a detailed template for service providers to respond to 34 IT functional requirements and 71 Business Functional Requirements, with each requirement rating its importance (High, Medium, Low) and requiring vendors to specify their solution's availability, environment, and delivery capabilities across multiple technology domains including security, compliance, usability, recording operations, content management, reporting, and search functionalities.
The requirements are comprehensive and highly technical, focusing on specific capabilities such as SOC 2 Type 2 compliance, HIPAA compliance, multi-channel recording (radio, VOIP, text-to-911), Active Directory authentication, mobile device compatibility, web-based interfaces, and advanced features like geo-tagged recording, audio redaction, and extensive reporting capabilities. The document provides a structured scoring mechanism where vendors must demonstrate their solution's ability to meet each requirement by selecting response options that indicate full, partial, or no compliance, with weightings assigned based on the importance of each functional requirement to Gwinnett County's operational needs.
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| File | Type | Posted |
|---|---|---|
| Exhibit A _ Security Requirements for Purchas.pdf | ||
| RP009_25 Inv.pdf |
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Text version
Functional Requirement Instruct
| 1.1 Completing the Functional Requirements Response Workbook |
| Step 1. Review the instructions on the first worksheet. |
Step 2. Go to each tab/worksheet and enter service provider name in Cell H2 (Default value:"<Enter Service Provider Name>").
Step 3. Go to each tab/worksheet "Solution" and select the Solution Type from the drop-down options in Cell C2.
(This impacts the scoring and weighting of solution type specific requirements in the workbook.)
Step 4. Go to each row in each of the worksheets and for each corresponding requirements select the response from columns H, I and J that reflects the current state of the proposed solution.
For any response that indicates "Yes - Partially met" for Availability, the service provider is required to include an explanation in the "Response Notes" Column G.
NOTE: Failure to complete all three response columns for a requirement will result in a score of zero (0) for that functional requirement. Failure to complete the Response Notes for "Partially met" items may also result in a zero of degraded score. Further, Columns G, H, I and J are the ONLY columns in which the service provider should enter information. All other columns should are for internal use only and must not be altered by the service provider.
Additional detail on the columns in the worksheet is included in the Request for Proposal document.
Note: Light blue cells indicate response cells for the responding service provider.
| Term | Meaning |
| Users | All users of the solution - not dependent on roles and permissions - it is assumed all that is needed is a valid login. |
| Authorized Users | All users that are authorized (based on roles and permissions) to perform the specified capability or use the feature described. |
| County Users | All authorized users internal to Gwinnett County Government. |
This includes users within the Law department and any additional County employees (i.e. IT, Finance, etc.) that might be granted access to the system for specific purposes at the discretion of the County.
| Files | Files refer to any type of document including emails. |
| Outside Counsel Users | Authorized users that are designated by Gwinnett County Government Law Department or IT (with appropriate permissions to do so) as Outside Counsel users who might interact directly or indirectly with one or more of the features and capabilities of the solution. |
| Administrative County Users | Gwinnett County Government Users of the solution who possess the writes necessary to perform administrative functions within the application - such as User Management, Configuration, etc. Note: These users may NOT have full administrative rights that may be restricted to Gwinnett County IT - such as making changes to computer or connectivity. |
| Service Provider | The provider of the proposed solution that is responding to the RFP. |
| Resident | The User of the system that is requesting services or assistance using the solution intake process. |
| Importance (column C) | This column assigns weighted values for a requirement corresponding to County predefined priority selections: |
High = Assigned the largest weight for a requirement. Indicates most important functions needed to meet requirements.
Medium = Assigned the second most weight for a requirement worth half the value of a High requirement.
Low = Assigned the lowest weight for a requirement worth a nominal value above zero.
Availability (column H) This column assigns additional weighted values for a service provider response based on level of solution fit in meeting the requirement.
Yes-Fully Meets = The service provider solution provides the complete capability articulated in the requirement. Response Notes are encouraged to explain "how". Full weight.
Yes-Partially Meets = The service provider solution provides some of the capability articulated in the requirement. Response Notes are required to explain "how". Half weight.
No-Does Not Meet = The service provider solution does not provide any of the capability articulated in the requirement. Response Notes are optional if coming soon. No weight.
Environment (column I) This column assigns additional weighted values for a service provider response based on level of solution maturity and whether available today in production, test, or future.
Production = The service provider solution is available in their current Generally Available production release with professional support and is well documented. Receives full weight.
Development = The service provider solution for this requirement is currently in Development and is targeted for a specific GA release. Receives half the weight.
Roadmap = The service provider solution for this requirement is currently on the future roadmap at a TBD date. Receives minimal weight greater than zero.
Not in any Environment = The service provider solution for this requirement will not be supported in the near future. Receives no value.
Delivery (column J) This column assigns additional weighted values for a service provider response based on level of solution integration and whether it is part of the core solution or an integration.
Base Pkg = The service provider solution for this requirement is included in the core software/hardware offering without mods or integration. Receives full weight.
Addl Module = The service provider solutioin for this requirement is available via a different module from the core package. Receives 2/3 the weight.
3rd Party = The service provider solution for this requirement is available via another software provider's package. Receives half the weight.
Configuration = The service provider solution for this requirement is available with modification of settings and creation of templates or workflows. Receives half the weight.
Customization = The service provider solution for this requirement is only available with new code development in the current release. Receives minimal weight greater than zero.
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&D &A Page &P
Input - Blank Req. ID Category Importance Previous Request for Proposal # Previous Request for Proposal Importance Requirement
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IT Tech Functional Reqs
| Req. ID | Category | Importance | Previous Request for Proposal # | Previous Request for Proposal Importance | Requirement | Response Notes | Compliance Response | ||||||||||||||||
| Availability | Compliance Response | ||||||||||||||||||||||
| Environment | Compliance Response | ||||||||||||||||||||||
| Delivery | Tally | ||||||||||||||||||||||
| (H,Full) | Tally | ||||||||||||||||||||||
| (H,Part) | Tally | ||||||||||||||||||||||
| (H,No) | Tally | ||||||||||||||||||||||
| (M,Full) | Tally | ||||||||||||||||||||||
| (M,Part) | Tally | ||||||||||||||||||||||
| (M,No) | Tally | ||||||||||||||||||||||
| (L,Full) | Tally | ||||||||||||||||||||||
| (L,Part) | Tally | ||||||||||||||||||||||
| (L,No) | Availability score | Environment Score | Total weighted score | Maximum available score | Scorer Comments | Traceability | |||||||||||||||||
| SOLUTION TYPE | Service Provider Name <Insert Service Provider Name> | 5 | 2 | 0 | 3 | 1 | 0 | 1 | 0 | 0 | (1,.25,0,0) | ||||||||||||
| The proposed solution….... | |||||||||||||||||||||||
| IT-1 | Auditing and Reporting | Medium | 14.4 | O | .. includes the ability to capture and access reporting on usage statistics. | Describe HOW service provider's solution meets these requirements in this column. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | |
| IT-2 | Auditing and Reporting | High | 14.9 | R | .. includes and retains audit information based upon configured rules. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||
| IT-3 | Availability and Reliability | High | 17.1 | R | .. fits within the County’s disaster recovery and business continuity plans for the organization. The County will require proof prior to final award. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||
| IT-4 | Availability and Reliability | High | 17.2 | R | .. includes redundancy and can be deployed without a single point of failure. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||
| IT-5 | Availability and Reliability | Medium | 17.3 | O | .. provides a high availability architecture or configuration options to operate as such. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | ||
| IT-6 | Availability and Reliability | High | 17.5 | R | .. includes multiple environments for development, test, and production environments. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||
| IT-7 | Availability and Reliability | Medium | 17.7 | O | .. has the ability to provide horizontal scalability and redundancy to all levels of the architecture/infrastructure. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | ||
| IT-8 | Availability and Reliability | High | 17.8 | R | .. provides solution and data backups. |
- For on-premise solutions, it provides for full and incremental backups to support a fail-safe backup strategy.
| - For hosted solution, it provides a fail-safe backup. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||||||
| IT-9 | Cloud & Hybrid Solution | High | 18.10 | R | .. is SOC 2 Type 2 compliant. As such the vendor will provide a System and Organization Control (SOC) 2 Type 2 report with an Unqualified opinion prior to final contract award. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-10 | Cloud & Hybrid Solution | High | 18.2 | R | .. provides Data Security, including safeguards against unauthorized access and disclosure of confidential, sensitive, and personally identifiable information (PII). | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-11 | Cloud & Hybrid Solution | High | 18.3 | R | .. provides detailed logs of audit events and makes these logs continuously available for ingestion by a security information and event management solution (SIEM) without the need to manually download or transfer data. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-12 | Cloud & Hybrid Solution | Medium | 18.4 | O | .. is NIST 800-53 Compliant. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | |||
| IT-13 | Cloud & Hybrid Solution | Medium | 18.5 | O | .. is SSAE16 Certified. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | |||
| IT-14 | Cloud & Hybrid Solution | Medium | 19.5 | O | .. enables software updates and patches automatically applied within 30 days for critical updates/patches and immediately for vulnerability with a known exploit. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | |||
| IT-15 | Cloud & Hybrid Solution | Medium | 19.9 | O | .. is compatible with Microsoft DLP. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | |||
| IT-16 | Cloud & Hybrid Solution | Medium | 19.13 | O | .. provides the ability to implement high-availability architecture implementations that support 99.99 uptime or better. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | |||
| IT-17 | Cloud & Hybrid Solution | High | 18.7 | R | .. meets HIPAA Compliance rules and guidelines. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-18 | Cloud & Hybrid Solution | High | 18.9 | R | .. and solution provider(s) guarantee all County owned data is stored within the continental United States of America. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-19 | Compliance | High | 13.1 | R | .. enables access to custodians of documents subject to the Health Insurance Portability and Accountability Act of 1996 (HIPAA), and the rules adopted under it and prohibit unauthorized access. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-20 | Compliance | High | 13.2 | R | .. is compliant with Section 508 of the Rehabilitation Act of 1973 to provide for accessibility of information technology by the handicapped. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-21 | Compliance | High | 13.3 | R | .. supports compliance with the State of Georgia Open Records Act (50-18-71 Article 5). | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-22 | Compliance | Medium | 13.4 | O | .. supports the use and security of digital signatures (as authorized by the Georgia Electronic Signature Act, Title 10 Chapter 5) and should follow the Georgia Uniform Electronic Transactions Act. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | |||
| IT-23 | Compliance | Low | 13.5 | O | .. complies with the current standards adopted by the Payment Card Industry (PCI). | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | Changed Importance from "High" to "Low". | ||
| IT-24 | Compliance | High | 13.6 | R | .. enables compartmentalization of documents identified by their creators as judicial work product, attorney privileged, confidential, personally identifiable information (PII), protected health information (HPI), etc. so that only authorized users may access them and those users are aware of their classification. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-25 | Security | High | 11.4 | R | .. remote access capabilities are compatible with the existing enterprise remote access solutions (Global Protect and Cisco AnyConnect). | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-26 | Security | High | .. meets that requirement the all vendor personnel and contractors accessing the data are based in the continental United States. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||||
| IT-27 | Security | High | .. enforces unique usernames. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||||
| IT-28 | Security | High | .. does not store authentication credentials or sensitive data in its code. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||||
| IT-29 | Security | High | 6.4 | R | .. includes an interface for assigning, reporting, certifying, and modifying permissions based on user. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-30 | Security | High | 6.6 | R | .. meets or exceeds any and all encryption standards for data storage, access, and transmission as outlined in Exhibit A. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-31 | Security | Medium | 6.7 | O | .. provides file encryption capabilities within the solution and allows storage of data that has been encrypted by other encryption platforms (and continue to maintain those encryption levels). | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | |||
| IT-32 | Security | High | .. is certified FedRamp High or StateRamp. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||||
| IT-33 | Security | High | 6.1 | R | .. provides roles and permissions assigned individually and by group or role. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-34 | Supportability | Medium | New | .. will provide a "sandbox" in which developers and others can use to learn about and test the solution and various configurations they might want to vet. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | ||||
| IT-35 | Supportability | High | 11.5 | R | .. has uptime availability that meets or exceed a 99.5% service level to meet County requirements, excluding planned maintenance. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-36 | Supportability | High | 11.7 | O | .. is configurable. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-37 | Supportability | High | .. does not require a “heavy client” installation on the individual workstations or on-site servers. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||||
| IT-38 | Usability | High | 12.1 | R | .. provides users with a intuitive user interface that requires no coding experience and requires less than two hours of user training. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-39 | Usability | Medium | 12.2 | O | .. provides a user interface that uses standard MS Windows-like layout and navigation features. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | |||
| IT-40 | Usability | High | 12.3 | O | .. provides the ability to use and create context sensitive tooltips or other similar online help feature. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-41 | Usability | Medium | 12.4 | O | .. provides context sensitive Online Help. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | |||
| IT-42 | Usability | Medium | 12.5 | O | .. provides context menus accessible on a right mouse click or other one-step access. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | |||
| IT-43 | Usability | High | 12.6 | R | .. provides a Web-Enabled User Interface. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-44 | Usability | Medium | 12.7 | O | .. adheres to Usability Design best practices in its construction (e.g., ISO 9241). | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | |||
| IT-45 | Usability | Medium | 12.8 | O | .. includes computer-based training (CBT) or online training modules. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | |||
| IT-46 | Usability | High | 12.9 | R | .. allows all user components to be available to users through one common interface (user does not have to move between applications) to perform their work. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-47 | Useability | High | 11.1 | R | .. is compatible with multiple browsers including the following ones at a minimum: Edge, Google Chrome, Mozilla Firefox, and Safari. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| IT-48 | Useability | Medium | 11.2 | O | .. can be accessed securely via mobile devices. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | |||
| IT-49 | Useability | High | 17.12 | R | .. utilizes Active Directory for authentication and support of single sign-on and is compatible with the Microsoft Multi-Factor Authentication solution. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| Totals | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 207 |
&F &A
&D &A Page &P
Bus Functional Reqs
| Req. ID | Category | Importance | Previous Request for Proposal # | Previous Request for Proposal Importance | Requirement | Response Notes | Compliance Response | ||||||||||||||||
| Availability | Compliance Response | ||||||||||||||||||||||
| Environment | Compliance Response | ||||||||||||||||||||||
| Delivery | Tally | ||||||||||||||||||||||
| (H,Full) | Tally | ||||||||||||||||||||||
| (H,Part) | Tally | ||||||||||||||||||||||
| (H,No) | Tally | ||||||||||||||||||||||
| (M,Full) | Tally | ||||||||||||||||||||||
| (M,Part) | Tally | ||||||||||||||||||||||
| (M,No) | Tally | ||||||||||||||||||||||
| (L,Full) | Tally | ||||||||||||||||||||||
| (L,Part) | Tally | ||||||||||||||||||||||
| (L,No) | Availability score | Environment Score | Total weighted score | Maximum available score | Scorer Comments | Traceability | |||||||||||||||||
| Service Provider Name <Insert Service Provider Name> | 5 | 2 | 0 | 3 | 1 | 0 | 1 | 0 | 0 | (1,.25,0,0) | |||||||||||||
| The solution enables authorized Users to….... | |||||||||||||||||||||||
| BFR-1 | Access/ Permissions & User Management | High | .. control access of users with tiered roles and permissions such that access to features, capabilities, and fields can be set for individuals and groups of individuals based on the role they are assigned. | Describe HOW service provier's solution meets these requirements in this column. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| BFR-2 | Access/ Permissions & User Management | High | .. establish private content files and projects, either through password protection or other security methods, that are unavailable to other users until published by the owner. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-3 | Access/ Permissions & User Management | High | .. create, edit, and maintain document retention policies and purging schedule. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-4 | Access/ Permissions & User Management | High | .. setup business rules that determine how the retention policies are administered. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-5 | Access/ Permissions & User Management | High | .. access audit logs that include, but are not limited to, file access, changes made to each field with the time, date, and user that made the update to the field. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-6 | Access/ Permissions & User Management | High | .. work offline (in the event of no internet connection) and then resume work online with no loss of data or work that was performed offline. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-7 | Recording Operation | High | … provide a redundant recording solution with all recordings being conducted simultaneously as opposed to replication. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-8 | Recording Operation | High | … must be compliant with NENA's (National Emergency Number Association) i3 standard. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-9 | Recording Operation | High | … record at least 100 channels on a Motorola P25 system with ability to expand. | List mobile radios supported. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| BFR-10 | Recording Operation | High | … recording capability to capture, store, and search all available metadata. Ex: |
* ANI (Automatic Number Identification) / ALI (Automatic Location Identification) data
* Call-taking position
* Call-taker information
| * more | List metadata provided. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||||
| BFR-11 | Recording Operation | High | … VOIP (Voice over Internet Protocol) recording of phone systems (currently Solacom) with 46 call-taking positions currently in use across 2 sites to take non-emergency and 911 calls. Current call volume is 800k calls per year. | List phone systems supported. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| BFR-12 | Recording Operation | High | … recording of text-to911 SMS (Short Message Service), real-time text, TTD (Telecommunications Device for the Deaf)/TTY (Teletypewriters) | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-13 | Recording Operation | High | … recordings from Cisco desktop VOIP administrative phones. Currently have 60 phones. | Indicate max number of devices supported and if licensed by site or unit. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| BFR-14 | Recording Operation | High | … RapidSOS recording capability (geolocation data at beginning or other). | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-15 | Recording Operation | High | … Support for geo-tagged recording and map-based searching. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-16 | Recording Operation | High | … screen recording of CAD (Computer Aided Dispatch) workstations during call recording. | Describe how screen captures are done. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| BFR-17 | Recording Operation | High | … configurable retention period to allow for the automnatic purge of recording in accordance with records schedules. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-18 | Support | High | … 24/7 monitoring, service, and support. | Describe service levels provided for different tiers of issues. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| BFR-19 | Content Management | High | … ability to export, email, and burn all recordings to disc. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BRF-20 | Content Management | High | … live monitoring of recordings by 911 staff and officers in the field. | Describe how this is accomplished | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |||
| BRF-21 | Content Management | High | … ability for audio redaction capability. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BRF-22 | Content Management | High | … ability to access recordings via a web portal in addition to desktop installed application. Minimum of 20 concurrent sessions. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BRF-23 | Content Management | High | .. link or associate related calls. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-24 | Collaboration | High | .. share any and all content with internal and external parties as required for open records or litigation. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-25 | Document management | High | 1.1 | R | .. associate audio and video files with one or more matters and have them accessible and stored within the proposed solution. For example: recording in Wave, MP3, MP4 and other audio/video file formats are supported. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||
| BFR-26 | Document management | High | .. associate, store, and access the following file types : MS Word documents, image files (i.e., JPEG, PMF, GIF), emails (i.e., Outlook Message File - Unicode, PST), text files (i.e.., txt, CVS delimited files), PDFs, MS Excel, MS Visio, and MS Power Point. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-27 | Document management | High | .. associate, store, and access an unlimited number of files within the solution. In addition, there are no limitations to the size of files individually or in total. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-28 | Document management | High | .. organize files (documents, emails, and other potential attachments) and associate them with one or more matters based on User defined business rules and workflows. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-29 | Document management | High | .. synchronize/reconcile documents that may exists within the solution and external to the solution. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-30 | Document management | High | .. redact a document, version control documents, perform Optical Character Recognition (OCR) and bates label documents. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-31 | Document management | High | .. batch scan documents and directly associate them to one or more calls. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-32 | Document management | Medium | .. Include links to files within a call for collaboration with other users. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | ||||
| BFR-33 | Document management | Medium | .. bookmark and tag items in the knowledge base so they can be shared with other Users. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | ||||
| BFR-34 | Document management | Medium | .. bookmark and tag items in the knowledge base so they can be associated with calls. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | ||||
| BFR-35 | Mobility | High | .. access the proposed solution via a mobile responsive interface. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-36 | Mobility | High | .. access the proposed solution via a native application for Windows mobile devices (phone and tablet). | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-37 | Mobility | Medium | .. access the proposed solution via a native application for Android mobile devices (phone and tablet). | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | ||||
| BFR-38 | Mobility | Low | .. access the proposed solution via a native application for Apple (iOS) mobile devices (phone and tablet). | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | ||||
| BRF-39 | Notifications | High | .. setup, send and receive notifications within the proposed solution for which users can set preferences as to how the notifications will be received. Example: A user can setup to receive notification with or without an audible sound when it is delivered. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-40 | Notifications | Medium | .. configure and manage notifications (alerts and reminders) to other Users based on configurable timelines. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | ||||
| BFR-41 | Notifications | Medium | .. configure alert and reminders to be setup and sent via email. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | ||||
| BFR-42 | Notifications | Low | .. configure alert and reminders to be setup and delivered as screen notifications from within the solution. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | ||||
| BFR-43 | Notifications | Low | .. configure alert and reminders to be setup and sent via chat or MS Teams. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | ||||
| BFR-44 | Reporting | High | .. select and execute standard reports that are included in the proposed solution and are based on the data in the solution. | Select from drop down list | Select from drop down list | Select from drop down list | 5 | ||||||||||||||||
| BFR-45 | Reporting | High | .. create User defined (non-standard) reports based on the data in the solution and save them as templates. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-46 | Reporting | High | .. create, save, and reuse report templates to generate future reports. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-47 | Reporting | High | .. share report templates they have created with other authorized Users. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-48 | Reporting | High | .. edit report templates they have created and overwrite the existing template or save the revised template as a new template. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-49 | Reporting | High | .. delete report templates they have created. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-50 | Reporting | High | .. run reports based on the data in the solution and save the results. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-51 | Reporting | High | .. share report results they have generated with other authorized Users. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-52 | Reporting | High | .. delete report results they have generated. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-53 | Reporting | High | .. create, run, edit, print, and save custom reports and their results from data fields within the system. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-54 | Reporting | High | .. print the results of reports (standard and custom) they have run to printers (local and network printers). | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-55 | Reporting | High | .. print and export the results of reports (standard and custom) they have run to a PDF. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-56 | Reporting | High | .. print and export the results of reports (standard and custom) they have run to a PDF. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-57 | Reporting | High | .. report on settlement and judgement of a matter and matters. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-58 | Reporting | High | .. report on cost and expenses of a matter and matters. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-59 | Reporting | Medium | .. export the results of the reports they have run to an Excel file (formatted and/or delimited). | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | ||||
| BFR-60 | Reporting | Medium | .. export the results of the reports they have run to a text file and CSV file. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | ||||
| BFR-61 | Reporting | Medium | .. schedule reports to run on a specified frequency. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | ||||
| BFR-62 | Reporting | Medium | .. automatically have Standard reports generated, run, edit, print, and save as the result of steps within User-defined workflows. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | ||||
| BFR-63 | Reporting | Medium | .. automatically have custom reports generated, run, edit, print, and save based on business rules and progress achieved within defined workflows. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | ||||
| BFR-64 | Reporting | Low | .. automatically send completed scheduled reports via email to specified parties. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | ||||
| BFR-65 | Reporting | Medium | .. send out batch mailings (email or snail-mail) such as client surveys to specified contacts with minimal actions/clicks. | Select from drop down list | Select from drop down list | Select from drop down list | 3 | ||||||||||||||||
| BFR-66 | Search | High | .. create, print, export, and save searches across all content and related documents. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-67 | Search | High | .. search for content and documents using criteria that includes searching for specific text (full or partial) in the matter and the text (full or partial) within any attachment. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-68 | Search | High | .. conduct searches on full and partial contents of solution "out of the box" /standard fields. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-69 | Search | High | .. conduct searches on full or partial contents of solution "customized"/user defined fields. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-70 | Search | High | .. search and query content information and files that returns results based on "fuzzy logic" (which is defined as "technique that uses search algorithms to find strings that match patterns approximately"). | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-71 | Search | High | .. conduct searches on one or more criteria and fields using Boolean logic (i.e. "and", "or", "not". >, <, =). | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-72 | Search | High | .. conduct searches on one or more criteria or fields using partial match logic (i.e. exact match, includes, starts with, ends with). | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-73 | Search | High | .. conduct search on one or more criteria or fields using ranges (i.e. dates between, call numbers between, calls starting with xx call number, etc.) | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-74 | Search | Medium | .. enlarge the text of search results. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | ||||
| BFR-75 | Workflows & Business Rules | High | .. create business rules and workflows that utilize User roles and permissions. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-76 | Workflows & Business Rules | Medium | .. save workflows and business rules as templates that can be reused by others if shared by the authorized User who created them. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | ||||
| BFR-77 | Workflows & Business Rules | High | .. setup timelines for tasks (i.e. deadlines, durations, etc.,) | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-78 | Workflows & Business Rules | High | .. setup content-type specific workflows and business rules. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-79 | Workflows & Business Rules | Medium | .. access date/time stamp information on any and all tasks within workflows and business rules. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | ||||
| BFR-80 | Workflows & Business Rules | High | .. setup workflows and business rules that include prompts for specific types of attachments based on the content type. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-81 | Workflows & Business Rules | High | .. include alerts and notifications (i.e. reminders) as activities that are initiated as part of business rules and workflows. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| BFR-82 | Workflows & Business Rules | High | .. use business rules to setup and enforce taxonomy on fields such as call numbers. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | ||||
| Totals | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 364 |
&F &A
&D &A Page &P
Interface and Integration Reqs
| Req. ID | Category | Importance | Previous Request for Proposal # | Previous Request for Proposal Importance | Requirement | Response Notes | Compliance Response | |||||||||||||||||
| Availability | Compliance Response | |||||||||||||||||||||||
| Environment | Compliance Response | |||||||||||||||||||||||
| Delivery | Tally | |||||||||||||||||||||||
| (H,Full) | Tally | |||||||||||||||||||||||
| (H,Part) | Tally | |||||||||||||||||||||||
| (H,No) | Tally | |||||||||||||||||||||||
| (M,Full) | Tally | |||||||||||||||||||||||
| (M,Part) | Tally | |||||||||||||||||||||||
| (M,No) | Tally | |||||||||||||||||||||||
| (L,Full) | Tally | |||||||||||||||||||||||
| (L,Part) | Tally | |||||||||||||||||||||||
| (L,No) | Availability score | Environment Score | Total weighted score | Maximum available score | Scorer Comments | Traceability | ||||||||||||||||||
| Service Provider Name <Insert Service Provider Name> | 5 | 2 | 0 | 3 | 1 | 0 | 1 | 0 | 0 | (1,.25,0,0) | ||||||||||||||
| The solution includes ….... | ||||||||||||||||||||||||
| IAI-1 | Central Square | High | … ability to integrate with Central Square Enterprise CAD | |||||||||||||||||||||
| Describe HOW service provier's solution meets these requirements in this column. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | Requirements Mtgs 072023 - Changed Importance from Medium to Low. | |||||||
| IAI-2 | Call Handling | High | … compatibility with major call-handling solutions to include Intrado, VIPER, Carbyne (cloud native), Vesta Solutions, Zetron MAX. | |||||||||||||||||||||
| Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | Requirements Mtgs 072023 - Changed Importance from Medium to Low. | ||||||||
| IAI-3 | Analytics | Low | .. a way to seamlessly share data from within the proposed solution with data visualization tools (i.e. Power BI and Tableau) other third party data visualization systems to maximize the visibility of key performance indicators. | |||||||||||||||||||||
| Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | Requirements Mtgs 072023 - Changed Importance from Medium to Low. | ||||||||
| IAI-4 | Content Manager | High | .. an interface with the County Enterprise Records Management (i.e. Filenet, Hyland Base) system. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | Requirements Mtgs 072023 - No Change | ||||
| IAI-5 | Content Manager | Medium | .. an interface with the County document management system (SharePoint). | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | Requirements Mtgs 072023 - Changed Importance from High to Medium. | ||||
| IAI-6 | ERP | Medium | .. APIs (SOAP/XML) procedures that enable two-way interfaces to be constructed between the solution and the County's ERP system (currently SAP - moving to Oracle). | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | Requirements Mtgs 072023 - Changed Importance from High to Medium. | ||||
| IAI-7 | MS Interface | High | .. an interface with Microsoft Office 365. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | Requirements Mtgs 072023 - No Change |
Donna Functional Requirements - Row 74 Law Edits - Row 37 IAI-8 MS Interface High .. an interface with Microsoft Teams. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Requirement # change from IAI-6 to IAI-5.1 Donna Functional Requirements - Row 75 Law Edits - Row 38 IAI-9 MS Interface High .. an interface with Microsoft Outlook. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Requirement # change from IAI-7 to IAI-5.2 Donna Functional Requirements - Row 76 & 77 Law Edits - Row 40 IAI-10 MS Interface High .. an interface with MicroSoft Outlook such that PST files can be imported into the solution and each email readable, searchable, reviewed and associated as part of one or more matters that the authorized User associates it to. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Requirement # change from IAI-8 to IAI-5.2.1 Donna Functional Requirements - Row 76 & 77 Law Edits - Row 41 Law Edits - Row 42 IAI-11 MS Interface High .. an interface with Microsoft Outlook such that calendaring and scheduling of matter related events are coordinated and/or visible. Select from drop down list Select from drop down list Select from drop down list 0 0 0 0 0 0 0 0 0 0 0 0 5 Requirements Mtgs 072023 - Requirement # change from IAI-9 to IAI-5.2.2 & Changed Importance from Medium to High Donna Functional Requirements - Row 79 Law Edits - Row 40 Law Edits - Row 42
| IAI-12 | Open Records | Low | .. an interface with the County Open Records systems. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | Requirements Mtgs 072023 - Changed Importance from Medium to Low & changed number from IAI-10 to IAI-6 |
| IAI-13 | Signature | High | .. a standard interface or integration with DocuSign. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | Requirements Mtgs 072023 - Changed Importance from Medium to High & changed number from IAI-11 to IAI-7 |
| IAI-14 | Signature | High | .. a standard interface or integration with Adobe/Adobe Sign. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | Requirements Mtgs 072023 - Added this requirement and numbered it IAI-8 |
| IAI-15 | Internal Systems | Low | .. a standard interface or integration with Odyssey (Courts solution). | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | Requirements Mtgs 072023 - Added this requirement and numbered it IAI-9. |
| IAI-16 | Storage Interface | High | .. an interface with One Drive such that documents can be linked, copied and searchable between the proposed solution and One Drive. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | Requirements Mtgs 072023 - Changed Importance from Medium to High & changed number from IAI-12 to IAI-10. Also added some clarifying language. |
Donna Functional Requirements - Row 78 Law Edits - Row 39 Totals 0 0 0 0 0 0 0 0 0 0 0 0 64
&F &A
&D &A Page &P
For Consideration
| Worksheet | Category | Importance | Requirement | Response Notes | Compliance Response | |||||||||||
| Availability | Compliance Response | |||||||||||||||
| Environment | Compliance Response | |||||||||||||||
| Delivery | Tally | |||||||||||||||
| (H,Full) | Tally | |||||||||||||||
| (H,Part) | Tally | |||||||||||||||
| (H,No) | Tally | |||||||||||||||
| (M,Full) | Tally | |||||||||||||||
| (M,Part) | Tally | |||||||||||||||
| (M,No) | Tally | |||||||||||||||
| (L,Full) | Tally | |||||||||||||||
| (L,Part) | Tally | |||||||||||||||
| (L,No) | Availability score | Environment Score | Total weighted score | Maximum available score | Scorer Comments | Add? | ||||||||||
| Vendor Name <Insert Company Name of Responding vendor> | 5 | 2 | 0 | 3 | 1 | 0 | 1 | 0 | 0 | (1,.25,0,0) |
| Solution | Reporting | Low | The solution audit logs are searchable and printable by authorized Users. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| Bus Functional | Reporting | Low | The solution audit logs are maintained based on configurable retention rules set up and managed by authorized Users. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| Solution | Reporting | Low | The solution includes audit trail information that is exportable and printable in a user-friendly format by authorized Users. | Select from drop down list | Select from drop down list | Select from drop down list | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
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