User Stories - Appendix 1.xlsx
XLSX spreadsheet 22 KB Posted
- Solicitation number
- S-58100-00006507
- Issued by
- Marion County, Oregon
About this file
This document is a Request for Information (RFI) issued by the state of Oregon for procuring and implementing a Provider Management Platform. The RFI seeks information on a system that can support various user roles and functionalities, such as allowing external users to apply online for the Central Background Registry, enabling administrators to modify system templates and administrative rules, allowing licensors to conduct visits using electronic forms, and enabling providers to manage their accounts, submit billing forms, and report changes. The RFI also covers requirements for background checks, intake processes, and reporting and compliance capabilities. The RFI does not provide specifics on response dates, award dates, contract term, or renewal options.
The RFI does not include details on pricing terms, set-asides, incumbents, the current environment, funding requirements and sources, or other financial information. The purpose of the RFI is to gather information to potentially support a future solicitation for a Provider Management Platform solution.
View the file
Other files
| File | Type | Posted |
|---|---|---|
| RFI - Procuring and Implementing a Provider Management Platform~2.pdf | ||
| SOLE SOURCE PUBLIC NOTICE GOLD STANDARD.pdf | ||
| Statewide Standards Spreadsheet_Moderate-vOct2020.xlsx | XLSX spreadsheet | |
| PMP - Notice of Intent.pdf |
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Text version
Sheet1
| As a <Role> | I want to <describe task> | so that I can <describe desired outcome> |
| Licensor | review applications electronically | processes approvals within system electronically |
| External User | I want to apply Online for the Central Background Registy | be associated with a child care facility |
| Admin Manager | I want the ability to modify system letter templates | not require IT or Vendor support |
| Admin Manager | I want the ability to modify system administrative rules | not require IT or Vendor support |
| External User | I want the ability to view the status of my applications, download/upload required forms, or fill out required information in system as needed | have my applicatoin approved as soon as possible |
| Licensor | I want to conduct my visit using e-forms | not have to manually type known system fields |
| Licensor | I want to conduct my visit using e-forms | have the required fields sync to related fields in data system when completed |
| Licensor | I want to be able to schedule or cancel a visit and assign to myself | ensure the health and saftey of children at a facilty |
| Licensor | I want to be able to issue a license when all requirements are met | allow the facility to operate and system generated license packet be sent. |
| Public Provider | I want to see the staff training requirement log for my staff | monitor their training and stay in compliance |
| Public Provider | I want to be able to view and modify the employees associated with my facility | remain in compliance and have staff working as soon as possible |
| OCC Staff | I want to be able receive, assign, re-assign or cancel a workload assigment | manage tasks and track my work. |
| OCC Staff | I want the ability to see a report of all tasks assigned to me | manage my work appropriately |
| Licensor | I want the ability to assosoiate violations observed during a vist | so that when they sync back to system I do not have to rekey |
| Compliance Staff | I want the ability to log a child protecetive service issue and associate with an indiviudal or facility | document required information, track and take appropriate action required protect children |
| Compliance Staff | I want the ability change the status of a facility from Active to Suspended | keep the public up to date and protect chilren |
| Compliance Staff | I want the ability to create a system generated legal order | not have to rekey known information more than once. |
| OCC Manager | I want the ability to see and modify the caseload of my staff | montior and balance case loads |
| OCC Manager | I want to be able to review and give a determination on a civil penalty recommendation | so that an Licensor knows how to continure the process. |
| OCC Licensor | I want to be able to recommend a civil penalty for approval to my manager | so that I issue a civil penatlt to a facilty for non-compliance. |
| Background | I wand the ability to record action taken to process the background check application | either approve or recommend denial of a background applicatoin |
| Intake | I want to be able to enter information from a paper application into the data system | so that applicaton can contiue through the process |
| Intake | I want to be able to create a system generated letter of incomplete application information | send it to the applicant so they can continure the proces |
| Background | I want the sytem to automatically process fingerprints results from state police and trigger workflows | so that I can process more applications and cut down on data entry errors |
| Intake | I want the system to sync all fields submitted in an application | so I do not need to rekey information twice |
| AS1 | send coorespondence in same system as provider profiles | streamline processes |
| AS1 | see status updates of billings submitted for payment | effectively troubleshoot issues |
| AS1 | read and add internal notes associated to provider numbers | investigate ongoing issues when providing customer service |
| AS1 | assign tasks to myself or team associated to provider or parent/family profile | manage tasks in a integrated system |
| Provider | use an online account to submit a 7494 listing form | easily apply |
| Provider | use an online account to check my 7494 application status | track my progress at my own leisure |
| Provider | use an online account to submit requested or misc. documents | manage my account |
| Provider | use an online account that syncs with the Oregon Registy Online ORO | always have my required trainings verified |
| Provider | use an online account to get a new copy of a billing form | retrieve it if I've misplaced it |
| Provider | use an online account to submit billing forms | know my billing form was received and accepted immediately |
| Provider | use an online account to change my mailing address myself | update my information at my leisure |
| Provider | use an online account to change my phone number myself | manage my account |
| Provider | use an online account to report a change of site address | manage my account |
| Provider | use an online account to disclose required changes within 5 days | easily comply with this requirement |
| Provider | use an online account to see which families are connected to me | determine when to start or stop providing care for a child |
| Provider | use an online account to check my payment details | compare bookkeeping and bill overage to families, without waiting for a receipt in the mail. |
| Provider | use an online account to report a check as lost, stolen or destroyed | begin the replacement check process at my leisure |
| Provider | use an online account to access an electronic copy of my 1099 tax form | access it if I've misplaced my physical copy |
| Provider | use an online account to request payment adjustments | manage my account |
| Provider | use an online account to access electronic copies of letters mailed to me | track relevant news and information |
| Provider | use an online account to make changes to my direct deposit info | quickly update to prevent delays caused by deposits sent to closed accounts |
| Provider | see the site address on my billing form | verify I'm claiming payment for the site the children attends, or notice if a child is accidently connected to the wrong site. |
| Provider | use an online account to access my overpayments | track and pay my balance owed |
| Provider | use an online account to report when a parent hasn't paid their copay | better ensure it's reported timely at my leisure |
| Parent | use an online account to request provider connections to my case | manage my child care case |
| Parent | use an online account to review billing non-issuance reasons | address the problem |
| Parent | use an online account to manually issue a missing billing form for appropriate non-issuance reasons | do this myself for ongoing situations I'm aware of (such as only having on of two children connected to a provider, while the other child isn't using a provider during the school year) |
| Parent | use an online account to end provider connections to my case | manage my child care case |
| Parent | use an online account to change allotted hours between multiple providers connected to my case (if allotments aren't locked by DPU) | manage my child care case |
| Parent | use an online account to submit requested information | easily comply with requirements |
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