RP041-21 Exhibit B

212 KB Posted Oct 28, 2021

Attached to: Grants Management Software Solution
Solicitation number: RP041-21
Issued by: Gwinnett County, Georgia

About this file

Written by GovTribe AI · Jul 28, 2026

This document is an evaluation scorecard (Exhibit B) for Gwinnett County Board of Commissioners' Grants Management Software Solution RFP (RP041-21). The procurement seeks a comprehensive grants management system to support the County's grant research, setup, pre-award activities, subrecipient management, budgeting, activity tracking, reimbursements, reporting, and related administrative functions. The solution must be cloud-based, Commercial-Off-The-Shelf (COTS) software requiring no customization, with capabilities spanning interactive fillable forms, digital signature routing, multi-language support, mobile responsiveness, and integration with existing systems including Microsoft 365, Teams, FileNet, and various ERP platforms. The contract will be awarded on an annual basis with four renewal options. The evaluation scorecard contains 997 maximum raw points distributed across 13 scoring categories: Solution (519 points), Grant Research (15 points), Grant Setup (63 points), Pre-Award Activities (11 points), Subrecipient Management (50 points), Grant Budgeting (21 points), Grant Activity (20 points), Grant Tracking (35 points), Grant Reimbursements (28 points), Interfaces-Integration (30 points), Reporting-Dashboards (32 points), Professional Services (24 points), and IT Requirements (149 points).

The evaluation criteria assign importance levels (High, Medium, Low) to each requirement, with High-importance items weighted at 5 points, Medium at 3 points, and Low at 0 points. Critical requirements include ISO 27001, PCI DSS, and SOC2 compliance; 99.99% availability over five years; data encryption at rest and in transit; federal security compliance for PII, PCI, and HIPAA; US-based hosting and personnel; UETA compliance; and comprehensive reporting and dashboard capabilities. The solution must support active directory integration, conditional workflow automation, field-level and screen-level access controls, audit trails, and seamless integration with major analytics platforms. Professional services requirements include grant migration, user training, business process analysis, and detailed documentation. IT requirements address hosting location, infrastructure specifications, data segregation in shared environments, disaster recovery options, API availability, support responsiveness, and SLA terms. Formal solicitations must be received by 2:50 p.m. on the specified due date, and firms on Gwinnett County's ineligible source list are prohibited from submitting.

Text of this file

Solution

Req. ID

Importance

Requirement

Response Notes

Compliance Response

Availability

Compliance Response

Environment

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

Score Criteria weight

Normalized score on 100 pt scale

Scorer Comments

519

	S-1	Low	The solution is mobile responsive.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	0
	S-2	Medium	The solution enables users to set recipient language of emails, forms and other characteristics related to the routing of packet for review and signature.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-3	Medium	The solution enables the language to be set on a per recipient and per email basis.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-4	Medium	The solution dashboard and user interfaces are sensitive to users and signers who are unable to distinguish certain colors.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-5	Medium	The solution is mobile device agnostic.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-6	Low	The solution includes a mobile application for Windows devices.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	0
	S-7	Low	The solution includes a mobile application for iOS (Apple) devices.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	0
	S-8	Low	The solution includes a mobile application for Android devices.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	0
	S-9	High	The solution supports password rules for frequency of changes, length and acceptable characters.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-10	Medium	The solution supports password reset.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-11	Medium	The solution supports "forgotten password" user options.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-12	Medium	The solution supports and provides auto-detection of the following languages at a minimum: English, Spanish, French, German, Chinese, Korean, and Russian.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-13	Low	The solution includes the ability to send text messages to users and signers to alert them of items for which their action is requested and includes a link to the review/signing activity.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	0
	S-14	Medium	The solution includes the ability to send print commands to the solution from other applications.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-15	High	The solution enables partially completed forms/work to be sent to users (mobile or otherwise) provided all required items are completed.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-16	High	The solution enables fillable forms to be accessed by a public user from a variety of locations including, but not limited to, agency website, agency file server, and email attachment sent directly to the user.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-17	Medium	The solution is configured by local users/administrators and requires no programming experience to do so.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-18	Medium	Alerts are displayed to a user via a pop-up window.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-19	Medium	The solution supports the export of analytics related to digital signature, routing activities, status, form attributes and completion status.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-20	High	The solution provides analytics via visualizations on a dashboard that includes drill-down into data by grant research, grant awards, financials, key metrics, and subrecipient activity.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-21	High	The solution provides that ability to create, run, save and print standard reports on grant research, grant awards, financials, key metrics, and subrecipient activity.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-22	High	The solution provides that ability to create, run, save and print custom reports on grant research, grant awards, financials, key metrics, and subrecipient activity.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-23	High	The solution provides the ability to access dashboards that reveal insights on grant research, grant awards, financials, key metrics, and subrecipient activity.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-24	High	The solution provides the ability to configure and customize individual dashboards that reveal insights on grant research, grant awards, financials, key metrics, and subrecipient activity.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-25	High	The solution includes a robust set of reporting analytics on grant research, grant awards, financials, key metrics, and subrecipient activity.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-26	Medium	The solution provides Multi-factor authentication for the solution authentication.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-27	Medium	The solution supports MS SSO.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-28	Medium	The solution and all functionality is supported by the following browsers at a minimum: MS Edge, Chrome, Safari, FireFox.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-29	High	The solution is compliant with ISO 27001.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-30	High	The solution is compliant with PCI DSS.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-31	High	The solution is compliant with SOC2.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-32	High	The solution allows users to organize and search various documents that are at different stages of approval.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-33	High	The System/unit test plan includes end‐to‐end testing, resource requirements, test scripts, data, and scenarios, specific business cases, anomaly transactions, daily work functions, and administrative tasks.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-34	Medium	The service provider creates test plans in collaboration with DoITS.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-35	Medium	All components of the Software are reviewed and tested to ensure they protect the County's technical infrastructure and its related Data assets.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-36	High	The service provider provides results of all security testing to the County's DoITS department for review and acceptance prior to "go-live".		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-37	High	The service provider performs application stress testing and tuning in accordance with the County's Security and Standards policies published in the RPF.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-38	Medium	The solution 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	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-39	High	The solution architecture includes data replication and geo-diversity across data centers in the US.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-40	High	The solution has a proven track record over at least 99.99% availability over the past five years.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-41	High	Setting up and launching a complete an interactive fillable form does not require any developer training or expertise.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-42	High	Before the data is routed to the correct agency legacy system, data checking of common typographical errors is performed. Errors are flagged for action by authorized agency personnel.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-43	High	Data passed from the Interactive Fillable Forms to Gwinnett County's legacy systems are retained in data repository for audit purposes. Data is retained as data fields and as an image of the PDF document.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-44	High	The solution's Interactive Fillable Forms support active directory integration for login and any drop-down or fillable fields with no development needed.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-45	High	Any information input into an interactive fillable form in combination with user attributes can be used for creating automated conditional content in the form fields or their selection options.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-46	High	Any information input into an interactive fillable form in combination with user attributes is usable for creating automated conditional display and auto-population of signatures requires and displayed.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-47	High	The solution enables users to create an unlimited number of customer fields that can be placed on fillable forms and saved for use in templates.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-48	High	The solution enables users to require field input validation on all forms and signature lines on the interactive fillable forms including, but not limited to, the following validations: number format (customer defined and industry standard), dates (based on Roman calendar), times (based on 24 hour and 12-hour clocks), postal codes, countries, states (within the US), providences (within countries and Canada), and days of week.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-49	High	The solution enables users to add instructions to any and all forms that can appear to whichever users for any and all fields that the user designates.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-50	High	The solution enables users to complete interactive fillable forms if Internet connection is lost and it will send the form once connection is restored.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-51	High	The solution includes the ability to automatically recognize and convert the PDF fields to signer fields when a PDF is uploaded.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-52	Medium	The solution includes the ability to create, store and reuse tag fields that include, but are not limited to, the following standard tags: notes, user title, company name, text, numbers, currency, initials, signature, and suffix/prefix to names.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-53	Medium	The solution enables users to place tags and fields of text so that when they are dropped into a document, they automatically appear at the right location. The tags move automatically to the correct place if the document is changed.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-54	High	The solution enables users to designate fields within the fillable forms as "masked fields" such that entered characters appear to authorized parties, are masked from unauthorized parties, and are masked if printed.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-55	High	The solution enables users to designate fields to be locked by the creator to ensure that the contents can be changed or not changed by specific users or under specific conditions.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-56	Medium	The solution enables users to setup fields in the fillable forms to self calculate based on data captured on the form or other external data such as date and time.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-57	High	The solution enables users to setup fields in the fillable forms as linked fields such that all changes are reflected across multiple documents and instances of that field.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-58	Medium	The solution enables public users to add attachments that are linked to the submitted form		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-59	Medium	The proposed solution allows integration to a third party address verification service.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-60	High	The proposed solution includes standard interfaces to insert data into numerous standard databases and file systems including, but not limited to, mapping drives to a file share, Oracle, MS SQL, MySQL, AS400 and DB2, as well as, csv files in fixed length format that can be inserted into the database by DoITS personnel.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-61	High	The solution includes cloud-based unlimited storage of any and all documents created in, routed by, or signed within the solution.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-62	High	The solution supports the ability to export the resulting documents to FileNet without a customer integration or interface being developed.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-63	High	The solution includes an API and is open source.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-64	High	The solution includes a seamless integration with Microsoft 365 and Teams so documents can be sent via these channels for signature as part of the automated conditional workflow.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-65	High	The solution enables .xls and .csv files to be imported and made into fillable forms without recreating the form from scratch in the solution.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-66	High	The solution supports attachments for routing in .xls and .csv formats.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-67	Medium	The solution supports interactive fillable forms being exported to .xls, csv, KML, HTML, PDF, OpenOffice, GoogleDocs, Text, and XML.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-68	High	The solution works with SOAP webservices using standard integrations and interfaces without developing any additional API or other development effort.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-69	High	The solution works with Data Exchange Server webservices using standard integrations and interfaces without developing any additional API or other development effort.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-70	High	The solution includes standards integration with all the following software application and systems without requiring any development or API customization: SalesForce, SAP, GoogleDocs, WorkPlace, LaserFiche, Oracle, Ntex, SharePoint, Adobe and DocuSign.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-71	High	The solution is cloud-based.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-72	High	The solution is Commercial-Off-The-Shelf (COTS) and require no customization to meet the requirements as described in the proposal.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-73	Medium	The service provider has professional services available that include configuration and development services.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-74	High	The service provider participates in an initial kick‐off meeting to initiate all aspects of the project initiation, execution and closure.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-75	High	The service provider submits a finalized Work Plan once a contract has been fully executed. The Work Plan includes, without limitation, a detailed description of the Schedule, tasks, Deliverables, critical events, task dependencies, and payment Schedule.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-76	High	The service provider provides detailed bi‐weekly status reports on the progress of the Project, which will include expenses incurred year to date.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-77	High	All user, technical, and System Documentation, as well as, project schedules, plans, status reports, and correspondence will be provided and maintained as project documentation in a format agreed to by DoITS and the service provider once the contract has been fully executed.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-78	Medium	The service provider provides detailed Documentation on System operation and maintenance, including detailed Documentation on System backups and restore.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-79	Medium	The service provider provides detailed User Documentation for authorized agency personnel users of the full solution(s). All portal functionality available for users are documented.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-80	High	The service provider provides training plans that identify the System users and Systems administrators that need training, the topics to be discussed, and the time required to complete training		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-81	High	The service provider submits a logical design diagram that documents the conceptual design of the System.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-82	High	The solution meets all Federal Security Requirements for capturing, storing and transmitting personal identity information (PII).		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-83	High	The solution meets all Federal Security Requirements for capturing, storing and transmitting processing credit card information (PCI).		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-84	High	The solution meets all Federal Security Requirements for capturing, storing and transmitting processing Health information (HIPAA).		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-85	High	The system has levels of security so that access to all system objects such as fields, forms, reports, etc. can be controlled.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-86	High	The proposed system is able to authorize user role access to the Solution Portal based on agency, division and bureau.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-87	High	The system has administrator roles that allow access to all features and functions.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-88	Medium	The proposed solution allows authorized agency personnel to explicitly terminate a session. No remnants of the prior session will remain.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-89	High	The proposed solution verifies the identity or authenticate all of the system client applications before allowing use of the system to prevent access to inappropriate or confidential data or services.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-90	High	The proposed solution verifies the identity or authenticate all of the authorized agency personnel before allowing them to use its capabilities to prevent access to inappropriate or confidential data or services.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-91	High	The proposed solution enforces unique user names.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-92	High	The proposed solution encrypts passwords in transmission and at rest within the database.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-93	Medium	The proposed solution supports password expirations after 90 days.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-94	High	The proposed solution establishes ability to enforce session timeouts during periods of inactivity.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-95	High	The proposed solution includes logging all attempted accesses that fail identification, authentication and authorization requirements.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-96	High	Subsequent application enhancements or upgrades do not remove or degrade security requirements.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-97	Medium	The proposed solution hides explicit errors and implement custom error handling when exceptions are encountered.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-98	High	All data is data encrypted at rest and in transit.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-99	High	The permissions to attach files or other items to a packet can be controlled by the Agency Administrator based on user, external vs. internal user status, and specific routings.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-100	High	The solution supports all incoming items being routed to the County's virus protection and applying other security measures to the items being routed, imported into the solution and exported from the solution.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-101	High	The solution is UETA compliant.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-102	High	All servers and data on which the solution is offered and data stored is based in the continental United States.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-103	High	All service provider personnel and contractors accessing the data are based in the continental United States.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-104	High	The solution is compliant with the following security protocols without customization: FERPA, GLBA, and FDA 21 CFR Part 11.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-105	High	The solution audit trail information is retainable based on a retention schedule and rules configured and administrated by agency authorized administrator(s).		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-106	High	The solution audit trail information is exportable and printable in a user-friendly format by agency authorized administrator(s).		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-107	High	The proposed solution logs all activities to prevent parties from deleting application
transactions thus being able to deny that they have taken place.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-108	High	The proposed solution detects and records all attempted accesses that fail identification, authentication and authorization requirements.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-109	High	The proposed solution is tested and hardened to prevent critical application security flaws.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-110	High	Access is limited to only what is required for their roles. The system roles are limited at the screen level and field level.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-111	High	The proposed solution does not store authentication credentials or sensitive data in its code.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-112	Medium	The service provider creates change management documentation and procedures on the proposed solution for use by DoITS technical staff.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-113	High	The service provider makes available at no additional cost a developer environment for development, testing and deploying applications related to the proposed solutions including, but not limited to, integrations and interfacing to existing and potential third-party systems.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-114	High	The service provider offers live helpdesk support that includes phones answered by an English-speaking agent 7 days a week from 8am to 5pm eastern time at a minimum.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-115	Medium	The service provider offers live helpdesk support that includes email 7 days a week from 8am to 5pm eastern time at a minimum.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-116	Low	The service provider offers live helpdesk support that includes text 7 days a week from 8am to 5pm eastern time at a minimum.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	0
	S-117	High	The solution allows for authorized online support and screen sharing provided permissions of the user and fields have been authorized by the Gwinnett County account administrator.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-118	High	The solution enables Gwinnett users with administrative right the ability to setup user roles and permissions that include, but are not limited to the following: creating grants/budgets/metrics, publishing and editing grant applications, creating and initiating workflows, and creating and customizing reports.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-119	High	Access to the solution is restricted to authorized agency personnel based on roles and permissions.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-120	High	The proposed solution includes a mechanism to identify which security group is allowed to view and process the forms data.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5
	S-121	Medium	Please describe how the cost of the solution was determined for the licensing model of the application (named users, concurrent users, number of grant funds managed, role based usage, etc.). Please clearly denote fixed versus variable costing factors tied to the solution (cloud compute consumption, bandwidth utilization, storage consumption, network/connectivity speed, transactional response time tiers, etc.).		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-122	Medium	The solution has the ability to define notifications tied to emails or other SMS formats for all major state/status changes tied to workflow, defined system gates, or customized system functions tied to defined business processes.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	3
	S-123	High	The solution utilizes a GUI interface for the majority of administrative functions to be built and implemented.		Select from drop down list	Select from drop down list	0	0	0	0	0	0	0	0	0	0	0	0	5

&F &A

&B Confidential&B &D Page &P

Grant Research

Req. ID

Importance

Requirement

Response Notes

Compliance Response

Availability

Compliance Response

Environment

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

Score Criteria weight

Max normalized RFP score

Scorer Comments

GR-1	Medium	The solution provides a database of grant opportunities updated frequently (minimum 3 business days).	Select from drop down list	Select from drop down list	3
GR-2	Medium	The solution's database includes high-level summary of grant opportunities as well as detailed information including weblinks to application details released by the funding agency.	Select from drop down list	Select from drop down list	3
GR-3	Medium	The solution's database of grant opportunities is searchable [i.e., by key word(s), funding type, funding agency, etc.].	Select from drop down list	Select from drop down list	3
GR-4	Medium	The solution creates and tracks grant solicitations all in one centralized system.	Select from drop down list	Select from drop down list	3
GR-5	Medium	The solution builds a profile for the Grant footprint of the County. This profile is used in conjunction with predictive AI to match the County's grant profile to prospective grants that could be utilized by the County located in the Grants Research database.	Select from drop down list	Select from drop down list	3

Grant Setup

Req. ID

Importance

Requirement

Response Notes

Compliance Response

Availability

Compliance Response

Environment

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

Score Criteria weight

Max normalized RFP score

Scorer Comments

GS-1	High	The solution has the ability to track multiple sources of grant funding.	Select from drop down list	Select from drop down list	5
GS-2	High	The solution has the ability to set-up and manage the following types of funding sources: In-Kind Match, Federal, State, Foundation, Local Match, Cost Share, Program Income.	Select from drop down list	Select from drop down list	5
GS-3	High	The solution has the ability to have multi-level grant roll up.	Select from drop down list	Select from drop down list	5
GS-4	High	The solution has the ability to produce Single Audits for multiple organizations.	Select from drop down list	Select from drop down list	5
GS-5	High	The solution has the ability to associate contracts with grants.	Select from drop down list	Select from drop down list	5
GS-6	High	The solution has the ability to create grant cycles that are different than the fiscal year.	Select from drop down list	Select from drop down list	5
GS-7	High	The solution has the ability to manage and account for grants as either a recipient or as a sponsor (grantor).	Select from drop down list	Select from drop down list	5
GS-8	High	The solution has the ability to define reporting/budgeting levels within the grant such as programs, activities etc.	Select from drop down list	Select from drop down list	5
GS-9	Medium	The solution has the ability to create grants from pre-defined templates or by copying existing grants.	Select from drop down list	Select from drop down list	3
GS-10	High	The solution has the ability to assign user-defined grant classifications (Public Safety, Capital Construction, etc.).	Select from drop down list	Select from drop down list	5
GS-11	High	The solution has the ability to assign other user-defined fields for reporting (BOC approval date, responsible department, etc).	Select from drop down list	Select from drop down list	5
GS-12	High	The solution has the ability to assign grant validity dates (date range for the life of the Grant) to include valid to and valid from data.	Select from drop down list	Select from drop down list	5
GS-13	High	The solution has the ability to track CFDA numbers assigned by grantors to facilitate reporting requirements and compliance with 2 CFR Part 200.	Select from drop down list	Select from drop down list	5

Pre-Award Activities

Req. ID

Importance

Requirement

Response Notes

Compliance Response

Availability

Compliance Response

Environment

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

Score Criteria weight

Max normalized RFP score

Scorer Comments

PA-1	High	The solution has the ability to track grant applications status (i.e., in progress, submitted) and next steps (i.e., due dates).	Select from drop down list	Select from drop down list	5
PA-2	Medium	The solution has the ability to automate the resolution process for requesting and establishing a new grant via a highly configurable multi-step approval process workflow, and be able to view the status of the workflow.	Select from drop down list	Select from drop down list	3
PA-3	Medium	The solution has the ability to accumulate grant activity costs during pre-award authority to a holding area, until the new grant is officially awarded.	Select from drop down list	Select from drop down list	3

Subrecipient Mgmt

Req. ID

Importance

Requirement

Response Notes

Compliance Response

Availability

Compliance Response

Environment

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

Score Criteria weight

Max normalized RFP score

Scorer Comments

SM-1	High	The solution has the ability to create, modify, and release multiple grant applications for subrecipients.	Select from drop down list	Select from drop down list	5
SM-2	High	The solution posts and solicits grant opportunities privately or publicly.	Select from drop down list	Select from drop down list	5
SM-3	High	The solution has the ability to automate the intake and evaluation of grant applications.	Select from drop down list	Select from drop down list	5
SM-4	High	The solution has the ability to track applicant history and monitor high-risk applicants and awardees.	Select from drop down list	Select from drop down list	5
SM-5	Medium	The solution has the ability to streamline communications and approval of grant activities.	Select from drop down list	Select from drop down list	3
SM-6	High	The solution has the ability to share goals and objectives for each grant and monitor grant spending in one place.	Select from drop down list	Select from drop down list	5
SM-7	Medium	The solution has the ability to track subrecipient performance metrics for each goal or objective.	Select from drop down list	Select from drop down list	3
SM-8	Medium	The solution has the ability to create workflows and task reminders for grantees.	Select from drop down list	Select from drop down list	3
SM-9	Medium	The solution has the ability to receive programmatic reporting from subrecipient.	Select from drop down list	Select from drop down list	3
SM-10	High	The solution has the ability to accept invoices/reimbursement requests and its relevant support documentation from subrecipients seeking grant reimbursement.	Select from drop down list	Select from drop down list	5
SM-11	High	The solution has the ability to upload and maintain relevant subrecipient documents (i.e., contracts, amendments, progress reports, program materials, monitoring letters and results, and closeout documents).	Select from drop down list	Select from drop down list	5
SM-12	Medium	The solution offers a grant application scoring function where each question in the application can be separately weighted and scored. The solution can accommodate multiple scorers in a scoring panel. Those scores are aggregated and presented by the solution when evaluating responses.	Select from drop down list	Select from drop down list	3

Grant Budgeting

Req. ID

Importance

Requirement

Response Notes

Compliance Response

Availability

Compliance Response

Environment

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

Score Criteria weight

Max normalized RFP score

Scorer Comments

GB-1	High	The solution has the ability to designate funds as multi-year or annually appropriated with separate closing procedures.	Select from drop down list	Select from drop down list	5
GB-2	Medium	The solution has the ability to set up milestones with due dates and notifications.	Select from drop down list	Select from drop down list	3
GB-3	Medium	The solution has the ability to provide drill down capabilities on budgets, cost estimates, actual cost, etc.	Select from drop down list	Select from drop down list	3
GB-4	High	The solution has the ability to establish and control the budget at various levels (fund, grant, program, activity, etc.).	Select from drop down list	Select from drop down list	5
GB-5	High	The solution has the ability to integrate grant budget with standard capital project budgets.	Select from drop down list	Select from drop down list	5

Grant Activity

Req. ID

Importance

Requirement

Response Notes

Compliance Response

Availability

Compliance Response

Environment

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

Score Criteria weight

Max normalized RFP score

Scorer Comments

GA-1	High	The solution has the ability to designate funds as restricted (e.g., solicitations, donations and contributions).	Select from drop down list	Select from drop down list	5
GA-2	High	The solution has the ability to track employee labor/time spent on grant activities via integration with time and attendance module.	Select from drop down list	Select from drop down list	5
GA-3	High	The solution has the ability to encumber grant budget (purchase orders, trip requests, etc.).	Select from drop down list	Select from drop down list	5
GA-4	High	The solution has the ability to record the receivable from the reimbursement request to a designated GL account.	Select from drop down list	Select from drop down list	5

Grant Tracking

Req. ID

Importance

Requirement

Response Notes

Compliance Response

Availability

Compliance Response

Environment

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

Score Criteria weight

Max normalized RFP score

Scorer Comments

GT-1	Medium	The solution has the ability to generate a notification based on effective/expiration dates for fixed term appointments/grant funded positions.	Select from drop down list	Select from drop down list	3
GT-2	Medium	The solution has the ability to notify designated staff (by grant) a defined number of days prior to deadline for grant reporting submission.	Select from drop down list	Select from drop down list	3
GT-3	Medium	The solution has the ability to provide electronic notification on grant completion dates.	Select from drop down list	Select from drop down list	3
GT-4	High	The solution has the ability to track and allocate indirect costs.	Select from drop down list	Select from drop down list	5
GT-5	Medium	The solution has the ability to track and report on non-financial performance measures against a grant or sub-activity within a grant.	Select from drop down list	Select from drop down list	3
GT-6	Medium	The solution has the ability to notify designated staff (by grant) a defined number of days prior to expiration.	Select from drop down list	Select from drop down list	3
GT-7	Medium	The solution has the ability to establish system wide grant rules that may disallow the charging of expenditure to grants that have a closed or inactive status.	Select from drop down list	Select from drop down list	3
GT-8	Medium	The solution has the ability to streamline communications and approval of grant activities.	Select from drop down list	Select from drop down list	3
GT-9	Medium	The solution has the ability to share goals and objectives for each grant and monitor grant spending in one place.	Select from drop down list	Select from drop down list	3
GT-10	Medium	The solution has the ability to track performance metrics for each goal or objective.	Select from drop down list	Select from drop down list	3
GT-11	Medium	The solution has the ability to create workflows and task reminders for grant activities.	Select from drop down list	Select from drop down list	3

Grant Reimbursements

Req. ID

Importance

Requirement

Response Notes

Compliance Response

Availability

Compliance Response

Environment

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

Score Criteria weight

Max normalized RFP score

Scorer Comments

GRe-1	High	The solution has the ability to configure billing/receivable transaction handling for grant activity attributed to a sponsor, based upon a user defined set of accumulated grant expenditures.	Select from drop down list	Select from drop down list	5
GRe-2	Medium	The solution has the ability to configure a grant reimbursement request workflow.	Select from drop down list	Select from drop down list	3
GRe-3	High	The solution has the ability to prevent spending above the grant budget.	Select from drop down list	Select from drop down list	5
GRe-4	High	The solution has the ability to track reimbursement by project/grants, especially when there are multiple grants for a single project.	Select from drop down list	Select from drop down list	5
GRe-5	High	The solution has the ability to create and track reimbursement requests and manage payments in one place.	Select from drop down list	Select from drop down list	5
GRe-6	High	The solution has the ability to allocate and track multiple funding sources.	Select from drop down list	Select from drop down list	5

Interfaces-Integration

Req. ID

Importance

Requirement

Response Notes

Compliance Response

Availability

Compliance Response

Environment

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

Score Criteria weight

Max normalized RFP score

Scorer Comments

II-1	High	The solution has the ability to associate a grant number with the transaction, for all source transactions (including: requisitions, purchase orders, vouchers, invoices, contracts, cash receipts, work orders, general ledger transactions) to or from other modules within the system using the proper chart of account codes.	Select from drop down list	Select from drop down list	5
II-2	High	The solution has the ability to interface with State and Federal agencies for grant reporting.	Select from drop down list	Select from drop down list	5
II-3	High	The solution has the ability to attach images/electronic documents to the grant record in the master file.	Select from drop down list	Select from drop down list	5
II-4	High	ERP integration of grants software with bidirectional communication for designated fields. List all ERP solutions the service providers application integrates with via APIs or integration modules.	Select from drop down list	Select from drop down list	5
II-5	High	The solution has the ability to process import and export sets of data into the application in the absence of a direct data integration (import set of line item expenses or disbursements against a grant from the ERP solution, Export of grant activity for import into our ERP solution, etc.).	Select from drop down list	Select from drop down list	5
II-6	High	The solution should integrate via APIs with major data analytics solutions (Power BI, Tableau, SAP Business Objects and Business Intelligence, etc.).	Select from drop down list	Select from drop down list	5

Reporting-Dashboards

Req. ID

Importance

Requirement

Response Notes

Compliance Response

Availability

Compliance Response

Environment

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

Score Criteria weight

Max normalized RFP score

Scorer Comments

RD-1	Medium	The solution provides an executive level dashboard to track the real-time status of grant activity with graphical representation of information through charts.	Select from drop down list	Select from drop down list	3
RD-2	High	The solution has the ability to report all expenses (including salaries) to match grant revenues.	Select from drop down list	Select from drop down list	5
RD-3	High	The solution has the ability to create reports in compliance with Single Audit Act and indicates State, Federal and pass-through projects.	Select from drop down list	Select from drop down list	5

This is the start of the file's text. The full file is on GovTribe.

Other files

File	Type	Posted
RP041-21 RFP	—	Oct 28, 2021
RP041-21 Ad3 Attachment	—	Oct 28, 2021
RP041-21 Ad1	—	Oct 28, 2021
RP041-21 Ad2	—	Oct 28, 2021
Award Information	—	Oct 28, 2021
RP041-21 Ad3	—	Oct 28, 2021
RP041-21 Exhibit A	—	Oct 28, 2021
RP041-21 Exhibit C	—	Oct 28, 2021

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File details come from the government source that posted it. Updated Jul 28, 2026.