TABLE OF CONTENTS GENESEE COUNTY COMMUNITY MENTAL HEALTH BOARD REQUEST FOR INFORMATION FOR CONTRACT MANAGEMENT SOFTWARE ISSUED: 9/30/2012

Transcription

1 TABLE OF CONTENTS GENESEE COUNTY COMMUNITY MENTAL HEALTH BOARD REQUEST FOR INFORMATION FOR CONTRACT MANAGEMENT SOFTWARE ISSUED: 9/30/2012 I. PURPOSE AND SPECIFICATIONS II. III. IV. BIDDER CRITERIA AND RESPONSE REQUIREMENTS RFI BIDDER COVER SHEET TIMELINE V. ATTACHMENT A

2 GENESEE COUNTY COMMUNITY MENTAL HEALTH BOARD REQUEST FOR INFORMATION FOR CONTRACT MANAGEMENT SOFTWARE I. PURPOSE AND SPECIFICATIONS Genesee County Community Mental Health Board (hereinafter referred to as the Board ) is seeking sealed informational proposals from interested and qualified parties to provide CONTRACT MANAGEMENT SOFTWARE. This software will be provided to Genesee County Community Mental Health (GCCMH). Proposals must be clear, concise, typewritten, and must be signed in ink by the official authorized to bind the submitter to its provisions. The contents of this REQUEST FOR INFORMATION (RFI) will become incorporated within any contract signed by the Board and the provider of service. Do not retype this RFI, instead, respond on a separate page and cite the section number for each response. All areas of the bid proposal must be addressed in the same sequence cited in the RFI instructions in order that proper consideration is given to the proposal. Proposals submitted without information or incomplete content will result in the proposal being removed from consideration. The bidder must complete an RFI Bidder Cover Sheet and attach to the proposal. Bidders must respond in writing to all questions listed in Section II Bidder Criteria and Response Requirements. Please submit any questions concerning this RFI to dhunter@gencmh.org by 10/5/12 at 12:00 p.m. GCCMH will post responses to the questions on our website, in the RFP Opportunities section under RFI. Proposals will be accepted until 10/15/2012 at 1:00 p.m. Proposals must be received by this date and time in order for the proposal to be considered. The following should be noted on the outside of the envelope: CONFIDENTIAL CONTRACT MANAGEMENT SOFTWARE RFI MATERIALS ENCLOSED DO NOT OPEN UNTIL 10/15/2012 AT 1:15 P.M. All Bidders must be available, if selected to be a presenter, to provide an interactive webinar of their proposed solution using WebEx or similar type media during the period of 10/22/12 to 10/25/12. Bidders will be scheduled into an individual time slot during that period to make their internet based presentation. Presentation must, at a minimum, provide details regarding requirements as listed in the Services Description section of this RFI (pages 7 and 8). Any change to this RFI subsequent to its release will be confirmed in writing by the Board. One original and five copies of each proposal must be submitted in a sealed envelope.

3 Proposals must be mailed or personally presented to the following address: Genesee County Community Mental Health Board Attention: Contract Management Department 725 Mason Street Flint, MI Proposals will be publicly opened on 10/15/2012 at 1:15 p.m. at 725 Mason Street, Flint MI The proposal shall cover services beginning on or about 12/3/2012 as agreed upon by the Contractor and the Board. Proposals must be presented for a minimum of one year. The Board reserves the right to accept or reject any/all bid proposals received pursuant to this RFI, in whole or in part; and/or to waive any/all irregularities therein; and/or to delete/reduce the units of service; and/or to negotiate proposal terms in any way whatsoever to obtain a proposal as deemed in its best interest. The Board reserves the right to re-solicit/re-advertise as deemed necessary. INTRODUCTION AND OVERVIEW The Board operates as a Mental Health Board under the provisions of Act 258 of the Michigan Public Acts of 1974, as amended. The Board intends to enter into a contract with a for-profit or non-profit entity or entities to provide CONTRACT MANAGEMENT SOFTWARE. It is expected that the proposal to provide this software will be in compliance with all applicable State and Federal standards and guidelines. The Board manages and provides, both directly and through existing contracts, a continuum of services to persons with mental health disabilities or substance use disorders who are located within the County of Genesee. Services are directed to persons who meet the criteria found in the most recent Diagnostic and Statistical Manual of Mental Health Disorders published by the American Psychiatric Association. Priority is given to the provision of services to individuals and families with severe and persistent mental illness, substance use disorder, children with serious emotional disturbance, and persons with developmental disabilities. Managed care has created a need for the Board to more clearly define the role of and expectations for providers from whom CONTRACT MANAGEMENT SOFTWARE are purchased. The RFI establishes criteria and requirements that have been designed to cover important aspects of the software and services to be provided. The Board has chosen to meet the challenge of managed care by managing its mental health care service delivery through evaluation and monitoring, and expecting its service providers to be solely responsible for managing its operations consistent with terms of the accepted contract. Consequently, the submitter should be aware that providers from whom the Board purchases mental health services are expected to operate in the marketplace and be able to effectively meet the requirements for establishing and maintaining a contractual relationship with the Board. COST LIABILITY

4 The Board assumes no responsibility or liability for costs by the bidder, or any bidder prior to the execution of a contract between the organization and the Board. BIDDER RESPONSIBILITIES All inquiries concerning the content of the RFI shall be addressed to the address cited on page three (3) of the RFI. It is the responsibility of the bidder to understand all details of the RFI. The bidder, by submitting a response indicates a full understanding of all details and specifications of the RFI. Bidders are expected to present narrative statement/summaries in a clear, concise and organized manner for review. The bidder is solely responsible for delivery of its informational proposal, to the Contract Management Department at Genesee County Community Mental Health, located at 725 Mason Street, Flint, Michigan 48503, no later than 1 p.m. on 10/15/2012. Please submit one original and five copies of the proposal. The Contract Management Department will be the sole point of contact throughout the RFI process. RFIs submitted after the deadline will not be considered and will be discarded. All RFIs submitted by the deadline will become the property of Genesee County Community Mental Health Board. OTHER MATERIALS Bidders may attach other materials believed to be relevant to illustrating the bidder s ability to successfully carry out these services. AWARD OF CONTRACT It is the intent of the Board to enter into a contract with a provider that will emphasize administrative efficiencies, and possess the capacity, infrastructure and organizational competence to perform required functions necessary for managed care under this proposal. Award recommendations are contingent upon an initial evaluation of the bidder s qualifications to determine if the bidder is a quality service provider. The bidder s policies and procedures may be evaluated as a further determination of quality. There are three steps to the evaluation process that may determine a successful bidder. The first threshold is an evaluation of the written response to the RFI. The second involves interviews with bidder s customers. Based on the results of the evaluation the third step may involve an interactive webinar presentation. The process of evaluating each bidder s proposal may involve interviews with a random sampling of the bidder s current and previous customers. This is not an exclusive criterion for awarding the contract.

5 In addition to access to customers, the evaluation process must be assured of unimpeded access to employees of the bidder (current and former), regulators, and other stakeholders. Specific requests for information, to assist the evaluators, will be submitted to the prospective bidder in order to facilitate sampling satisfaction. It is anticipated that contract(s) will be awarded on or before 12/3/2012. Bidders who are awarded contracts shall not have the right to assign or delegate any of their duties or obligations under the contract to any other party without written permission of the Board. DISCLOSURE All information in a bidder s proposal is subject under the provisions of Public Act No. 442 of 1976 known as the Freedom of Information Act. CONFLICT OF INTEREST Bidders awarded a contract will affirm that no principal, representative, agent, or other acting on behalf of or legally capable of acting on the behalf of the bidder, is currently an employee of the Board; nor will any such person connected to the bidder currently be using or privy to any information regarding the Board which may constitute a conflict of interest. At the time of bidding, any bidder shall disclose any known direct or indirect financial interests (including but not limited to ownership, investment interests, or any other form of remuneration) that may be present between the contractor or his/her potential subcontractors, and CMH personnel. This disclosure shall be made to the VP of Business Operations who will forward the information to the CEO. As part of their bid, include a list of any known potential subcontractors, including the portion of bid work being contracted out to other licensed contractors. This listing of potential subcontractors shall be limited to the name of the company, name of the company s owner(s), and business address. If any other subcontractor is selected after a bid is awarded, the successful bidder shall provide CMH with the name of the company, its owner(s), and address. This requirement is not intended to apply to minimal relationships such as the purchase of a small dollar amount of supplies to complete a project. RELATIONSHIP OF THE PARTIES (INDEPENDENT CONTRACTOR) The relationship between the Board and any bidders successful in obtaining a contract is that of GCCMH and independent contractor. No agent, employee, or servant of the contractor shall be deemed an employee, agent, or servant of the Board for any reason. The contractor will be solely and entirely responsible for its acts and the acts of its agents, employees, and servants during the performance of a contract resulting from the RFI. NO WAIVER OF DEFAULT

6 The failure of the Board to insist upon strict adherence to any term of a contract resulting from this RFI shall not be considered a waiver or deprive the Board of the right thereafter to insist upon strict adherence to that term, or any other term, of the contract. DISCLAIMER All the information contained within this RFI and its attachments reflect the best and most accurate information available to the Board at the time of the RFI preparation. No inaccuracies in such information shall constitute a basis for legal recovery of damages, either real or punitive. If it becomes necessary to revise any part of this RFI, a supplement will be issued to all bidders who obtained the original RFI.

7 SERVICE DESCRIPTION The following services will be provided under a contract(s) with the Board: CONTRACT MANAGEMENT SOFTWARE to Genesee County Community Mental Health. The most important elements are detailed below. Product Contract Management Application Data Conversion Description of Required Functions Support for G/L Interface Full compliance to HIPAA Security and Privacy regulations Vendor and Client Contract Management Customer creation/configuration/editing of Contract Template forms Customer control of all configurable system options Customer configurable reporting Provide download of complete data set weekly in format compatible with Microsoft SQL server. Provide complete data dictionary with updates provided upon database changes. Standard reports delivered with the system used for financial reporting, and productivity. System must have capacity to handle current users and scalability for future expansion. Compatible with MS SQL Server (2008 R2/2012) Secured remote access solution for staff Ability to manage workflows Ability to schedule alerts compatible with Microsoft Outlook Ability to track both lessor and lessee property tax, and liability and property insurance escrow payments Ability to distinguish between ten different contract types Ability to support a minimum of 70 data fields in the SQL database Ability to export to MS Word, MS Excel, and PDF Convert data from existing systems into vendor s application Provide plan and data map

8 In addition to the Description of Required Functions, the following description of highly desired functions is submitted for your review: Product Contract Management Application Description of Highly Desired Functions Ability to sign contracts electronically with e-signatures Active Directory Integration/Single Sign-in Central repository for all GCCMH contracts and agreements Ability to create custom data fields Clause library to facilitate contract creation Ability to define escalation procedures for each task in the workflow process Ability to specify statuses for contracts and tasks to prevent alerts from being sent Ability to populate solution s contract database by importing existing MS Excel worksheets Ability to create and manage solicitations, RFP s, RFI s, grants and contracts Online portal for vendors/providers to electronically submit contract related information Check-In/Check-Out tools for documents

9 GENESEE COUNTY COMMUNITY MENTAL HEALTH BOARD REQUEST FOR INFORMATION FOR CONTRACT MANAGEMENT SOFTWARE Please provide your response to the Bidder Criteria and Response Requirements below using the section letter and number associated with your response. II. BIDDER CRITERIA AND RESPONSE REQUIREMENTS A. Service Delivery System and Consumer Care Management 1. The bidder shall provide a detailed history of their organization, especially as regards meeting a minimum threshold of 5 years of experience. Bidder shall describe experience and background as it relates to providing CONTRACT MANAGEMENT SOFTWARE applications. 2. The bidder shall provide details of their operational location(s), as additional consideration will be given to vendors located within Michigan. 3. Bidder shall provide a list of the customers they served during the past year. 4. The bidder shall provide a minimum of 5 references to whom a Contract Management Software solution has been supplied. Of those five references, at least three must be Health Care organizations or Government entities. List these references including: full name, title, company name, address, telephone number, etc. Letters of testimonial are desired, but not required. 5. The bidder shall describe their capacity to complete the developmental work necessary to implement the services to be provided in this RFI in a timely manner. 6. The bidder shall provide task elements and typical timelines involved, from initial discussions through to a working, fully implemented system solution. 7. The bidder shall describe how the organization will ensure availability of systems and be able to show statistics regarding system availability. 8. Bidder shall describe the various types of software to be supplied. 9. Bidder shall identify currently compatible System software and platforms able to run the System. List alternatives as necessary.

10 10. Bidder shall describe how data is stored should the computer be turned off or should the network be down for a period of time. Describe the prescribed units with regard to built-in memory and data storage should the need arise. 11. Bidder shall describe the installation processes and requirements of their prescribed system. Indicate the need for specially trained individuals to be provided by GCCMH, or vendor provided personnel if system requires installation by vendor company. 12. Bidder shall describe how their company would handle the upgrading process, if applicable, of software, should the needs of GCCMH change over time. 13. Bidder shall describe the technical support services available to GCCMH along with any associated costs. 14. Bidder shall provide a detailed timetable beginning from the date of notice of contract being awarded, especially regarding the software provision, installation, or training as required by the proposed system solution. Bidder shall describe the length of time to implement a working system solution from the day your company is notified of the award. Specify lead-times, if any. 15. Bidder shall provide the following information for each of two scenarios: a. Software as a Service (SaaS) 1) Total itemized first year costs 2) Annual subscription fees or maintenance costs 3) Estimated total five year costs 4) Training options and associated costs b. GCCMH Server 1) Total itemized first year costs 2) Annual subscription fees or maintenance costs 3) Estimated total five year costs 4) Training options and associated costs 16. Bidder shall provide one printed original and five printed copies of completed Attachment A and one electronic copy in Microsoft Excel format on a CD-R, DVD-R, or a flash drive. 17. Bidder shall demonstrate a proven track record of customer satisfaction. 18. Bidder shall demonstrate a proven track record of financial stability.

11 B. Legal Structure and Financial Viability 1. The bidder shall submit documentation and proof of entity (e.g. IRS 501(c)3 determination); copy of Articles of Incorporation or document under which the organization is constituted/organized from its inception; 2. The bidder shall include the names, addresses, and title or representation of all owners or controlling parties of the organization, whether they are individuals, partnerships, corporate bodies, or subdivisions of the bodies. 3. The bidder shall attach audited financial statements for the previous two (2) years of operation. 4. The bidder shall attach a certificate of professional liability (errors and omissions) in a sum of not less than One Million Dollars per claim and One Million Dollars annual aggregate if applicable. 5. The bidder shall attach a certificate of general liability insurance with Broad Form General Liability Endorsement or equivalent, if not in policy proper, Provider and Contractual liability coverage with limits of not less than One Million Dollars per occurrence and One Million Dollars annual aggregate if applicable.

12 GENESEE COUNTY COMMUNITY MENTAL HEALTH BOARD REQUEST FOR INFORMATION FOR CONTRACT MANAGEMENT SOFTWARE III. RFI BIDDER COVER SHEET Bidder Information Name of Organization: Address: Authorized Representative: Title: Telephone Number: Fax Number: Person(s) to Contact: 1. For Genesee County Community Mental Health Board representatives to ask questions regarding the contents of the bid packet: Title: Telephone Number: Program Services Included in the Proposal: CONTRACT MANAGEMENT SOFTWARE

13 GENESEE COUNTY COMMUNITY MENTAL HEALTH BOARD REQUEST FOR INFORMATION FOR CONTRACT MANAGEMENT SOFTWARE IV. TIME REQUIREMENTS The following is the calendar of events related to this RFI: EVENT FIRM DATES Issue REQUEST FOR INFORMATION (RFI) 9/30/2012 Deadline for Submission of Proposals to GCCMH (One sealed original and five copies) 10/15/2012 Oral/Video Presentations 10/22/ /25/2012 Contract Award on or before 12/3/2012

14 V. ATTACHMENT A Attachment A Instructions: Please complete the following worksheet using the characters shown below to identify whether each software feature or option is included in your base package/quote, available at an additional cost, or not available. Submit both a printed copy of completed Attachment A and an electronic copy on either a CD-R or a flash drive. B = Included in base package/quote A = Available at an additional cost NA = Not Available Number Contract Management Application 1. General 1a. Accessible from off-site locations via the internet 1b. Solution available via Web/Internet 1c. Solution available via Software-as-a-Service (SaaS) 1d. Solution available via Client Server (On-premise) 1e. Solution available as both Software-as-a-Service (SaaS) and Client Server 2. User Licensing Models 2a. Named User Licensing 2b. Concurrent User Licensing 2c. Unlimited Number of Users License 3. Central Repository 3a. Central repository for all GCCMH contracts and agreements 3b. Store unlimited number of contracts

15 Number Contract Management Application 3c. Link related contracts 3d. Easily search, sort and filter repository? 3e. Permission based security access? 4. Contracts & Committals 4a. Data Flexibility 4a(1). 4a(2). 4a(3). 4a(4). Manage any type of contract, committal or agreement Can create unlimited custom data fields Track any important custom data fields Rename fields and help descriptions 4a(5). Customize data collection by type to permit easy data entry 4b. Contract Data 4b(1). Assign classifications such as department, type, status, etc. 4b(2). 4b(3). 4b(4). 4b(5). 4b(6). Identify all assigned users/employees Identify all assigned vendors/customers (third parties) Identify any associated GCCMH locations Track milestone dates Manage checklist/to-do items

16 Number Contract Management Application 4b(7). 4b(8). 4b(9). Maintain price/cost schedules Delegate and manage tasks, deliverables and receivables Complete audit trail tracking (Who, What, Where, When) 4c. Relation and Linking 4c(1). 4c(2). 4c(3). 4c(4). Create unlimited links between contracts and agreements Link contract terms and renewals together Link sub-contracts and agreements to a Master Services Agreement Link contracts together for any desired reason 5. Collaboration & Negotiation 5a. Multi-Party collaboration 5a(1). 5a(2). 5a(3). documents directly from the system to any necessary recipients Vendor/Client contract negotiation in system s MS Word or Word-like editor Secured and permission based collaboration access 5b. Manage the negotiation process 5b(1). 5b(2). 5b(3). Word-for-word comparison of merged template versions Use pre-defined tasks to track process flow Use workflows to track process flow

17 Number Contract Management Application 5b(4). Automated alerts of next steps 6. Contract Creation & Authoring 6a. System's MS Word or Word-like editor 6a(1). 6a(2). 6a(3). 6a(4). 6a(5). User-friendly user interface for managing templates and versions Capability to export to Microsoft Word format Capability to export to PDF format Capability to export to Microsoft Excel format Capability to place watermarks on reports exported to Microsoft Word or Excel or PDF formatted documents 6b. Clause Library 6b(1). 6b(2). 6b(3). 6b(4). Centralized storage of approved legal language Secured and permission based access Quickly copy language into templates and/or versions Designate alternative language clauses with friendly names 6c. Contract Templates 6c(1). 6c(2). 6c(3). Create and manage using system's MS Word editor Create and manage using system s MS Word-like editor Insert data-merge placeholders for all contract related fields

18 Number Contract Management Application 6c(4). Insert page break placeholders to customize contract page layout 6d. Contract Versions 6d(1). 6d(2). 6d(3). 6d(4). 6d(5). Quickly create contract version from templates Automatic data merge of contract data into template's placeholders Automatically create new version on any change Secured and permission based access to managing versions Optional Automatic Numbering of contract records 7. Attachments & Document Management 7a. Document Organization 7a(1). 7a(2). 7a(3). Centrally organize all documentation related to a contract or agreement Quickly access files and documents through friendly names Attach/Upload virtually any file type 7b. Document Searching 7b(1). 7b(2). Full text search capabilities for all text-based documents (word, pdf, excel, etc.) Use OCR scanning for paper documents to attach full-text searchable documents to the system 7c. Document Security 7c(1). Secure document storage - control access to documents

19 Number Contract Management Application 7c(2). Version control on all attachments and documents 7c(3). 7c(4). Optional Check-in/Check-out tools Full audit trail capabilities for your documents 7d. Attachment Areas 7d(1). 7d(2). 7d(3). 7d(4). Unlimited contract/agreement attachments Unlimited vendor/customer/etc. attachments Unlimited user/employee attachments Unlimited contract type attachments 8. Budgeting & Financial Management 8a. Line Item Pricing and Budgeting 8b. Financial Transactions 8c. Spend Management/Cost Control 9. Alerts & Notifications 9a. Configure Alerts 9b. alert for each contract/agreement 9c. alert for each task 9d. alert for each task escalation

20 Number Contract Management Application 9e. Send alerts to unlimited contacts (internal or external) 9f. Customize schedule for alerts to be sent 9g. 9h. alerts compatible with all major programs Specify statuses for contracts and tasks to prevent alerts from being sent 10. Tasks Management 10a. Create and Manage Tasks 10b. Track all important data fields 10c. Can create unlimited custom data fields 10d. Assign unlimited system users to a task 11. Task Notification 11a. Define task timeframe (start and end) 11b. Define alert date for task 12. Task Escalation 12a. Define task escalation rule 12b. Define escalation alert date 13. Pre-Defined Tasks 13a. Unlimited for Contract Types

21 Number Contract Management Application 13b. Unlimited for Contract Statuses 13c. Unlimited for Departments/Divisions 14. Manage Workflows 14a. Create unlimited custom workflow processes 14b. 14c. Specify field based criteria to initiate each workflow step Assign unlimited tasks at each step in the workflow process 14d. Define escalation procedures for each task 14e. Define recurrences for each task 14f. Create hierarchical and/or parallel workflow processes 15. Initiate Workflows 15a. 15b. Specify workflow to auto-initiate on contract creation if criteria met Set workflow to only be checked if the contract is updated 16. Workflow Execution 16a. 16b. Customize workflow steps to track compliance according to your business rules/requirements Workflow tasks to route documents and action items to appropriate parties 16c. Auto-Notify responsible parties by 17. User/Employee Permissions

22 Number Contract Management Application 17a. Action based permissions and security 17b. Provide contract access on a whole, by department or assigned user 17c. Assign level of access for users (admin, read-only) 17d. Assign one off admin rights to users if needed 17e. Active User over-ride switch to disable a user without removing from system 17f. Optional SSL encryption (HTTPS) of all data 18. Maintain Standards 18a. Maintain full contract history for auditing 18b. Maintain compliance standards via reporting metrics 19. Audit Tracking and Logging 19a. Full system audit trail 19b. Quick reporting capabilities on all audit history logs 20. General Searching & Reporting Metrics 20a. Export results to MS Word, MS Excel or PDF 20b. Export results to additional formats (desirable) 21. Reporting/Searching Data Grids 21a. Dynamically add/remove columns from grid displays

23 Number Contract Management Application 21b. Inline sorting by multiple columns 21c. Inline filtering of each column 22. Standard Reporting/Searching 22a. 22b. 22c. 22d. Quick search bar on every screen to search all contract fields Find/Search contracts screen to search by specific contract field Inline Grid drill-down of attached documents for each contract Text-based files search from Find/Search Contracts Screen 23. Ad-Hoc Reporting/Searching 23a. Create and save unlimited ad-hoc reports 23b. Report on any data field in any area of the system 23c. Provide conditions for any field 23d. Easy to use interface for design and re-running reports 23e. Share your created reports with other users 23f. 23g. Schedule a report to be automatically run and ed Restrict access to creating ad-hoc reports (user permission) 24. Online Report Designer 24a. Create unlimited report designs

24 Number Contract Management Application 24b. Select area(s) of the system to design report for 24c. Customize look and feel of report's layout 24d. Customize data relationships 24e. Create calculated display values 24f. Advanced designer for in-depth and custom reports 25. User Configurable Home Page 26. Dashboards 26a. Unlimited dashboards for each user 26b. Fully customizable by each user 26c. Quickly switch between a user's dashboards 26d. Specify a dashboard as a user's default page 26e. Drag and drop docks (calendar, reports, web pages) 26f. Add user's calendar to their dashboard(s) 26g. Add any ad-hoc report grids visible to the user's dashboard(s) 26h. Add a favorite website to the user's dashboard 27. User's Calendar 27a. Display all contracts and tasks on their due dates for the user

25 Number Contract Management Application 27b. 27c. Quick links to contracts and/or tasks from the calendar Export calendar to 'VCAL' format (used in client programs like MS Outlook) 28. Configure Vendors and Clients 28a. Full field management 28b. Full reporting on all fields 28c. Unlimited attachments for each vendor/client 28d. Unlimited contacts for each vendor 29. Manage Vendors and Clients 29a. Review and monitor vendor/client news alerts 29b. Manage vendor/client ratings and performance 29c. Track and manage service codes (ex: NIGP Codes) 29d. Aid in compliance with regulatory standards 30. Field Manager 30a. Field Creation and Management 30a(1). 30a(2). 30a(3). Create any custom data fields Define default values for fields Define required fields

26 Number Contract Management Application 30a(4). Set field order 30a(5). Quickly rename fields and help descriptions 30b. Assign Fields by Contract Type 30b(1). 30b(2) a. 31b. Customize data collected by contract type for easy data entry Set unique field order by each type Active Directory Integration / Single Sign-in Ties system login to organizational active directory use Integrated access available for GCCMH deployments 31c. Integrated access available for SaaS deployments 32. Web Parts Plugins 32a. 32b. Plug system components into your web applications Leverage system components in your MS SharePoint or Internal Portal Site 33. Data Direct 33a. 33b. 33c. Directly connect external databases to and from our system's database Create/Develop direct connections for GCCMH Deployments Create/Develop direct connections for SaaS Deployments 34. Web Services

27 Number Contract Management Application 34a. Synchronize data to and from our system 34b. Integrate data synchronization code with existing applications 35. Vendor/Clients (etc.) Gateway 35a. Interact with vendors and clients online 35b. Negotiate contracts online 35c. Sign contracts electronically with e-signatures 35d. Capture contract data, files and notes 35e a. Provide vendors/clients with read-only access to their contracts Vendor/Clients (etc.) Online Registration Portal for vendors/clients to register with the system 36b. Collect vendors/clients important information 36c. 36d. Allow vendors/ clients to register automatically or through requests Plugins to collect vendor/clients data on external sites and applications 36e. Action-based s for entire registration process 36f. Assigned user(s) can review/manage registration requests 36g. Send campaigns to registered vendors 37. Read-Only Gateway

28 Number Contract Management Application 37a. Provide limited/read-only access to system users 37b. Collect contract requests from external users 37c. Collect data, documents and notes from external users 38. Information Requests 38a. Collect information from Clients and vendors 38b. Create customized data collection forms 38c. Utilize vendor/clients registration plugins 39. Public Access Portal 39a. Provide external access to public contracts 39b. Provide transparency to meet government and state regulations/requirements 40. Solicitation Management (erfx) 40a. 40b. Create and manage solicitations, RFPs, RFIs, grants and contracts Collect information, documents/files, notes and feedback for solicitations online 40c. Rand and score vendor feedback 40d. Create comparison score cards 40e. Manage and create tasks for solicitations and the RFx process