The vendor is required to provide for column investigative case management system enhancements, maintenance and support, and training services.
- Division uses column case management software to manage tracking of fraud investigations, reviews, and prosecutions.
- To date, the system holds approximately 12,500 records.
- Case management enhancements:
• Ability for the administrator to remove system entries that were created in error.
• External proceedings and allegations that staff created in error.
• Contractor should permanently remove, delete, or inactivate the following from the system:
• Identified cases with external proceedings to remove from system.
1. Case 2, ep 119
2. Case 6, ep 100
3. Case 25, ep 135
4. Case 31, ep 91
5. Case 34, ep 252
6. Case 62, ep 19
7. Case 68, ep 99
8. Case 90, ep 20
9. Case 91, ep 121
10. Case 121, ep 105
11. Case 429, ep 249, 248, 246, 138
• Identified allegations to remove from system:
1. Case 2, allegation 1273,
2. Case 10, allegation 1452
3. Case 185, allegations 1281 and 1282
4. Case 229, allegation 003
5. Case 236, allegation 058
6. Case 238, allegation 004
7. Case 295, allegation 419
• Ability for the administrator to remove permanently, or inactivate erroneous entries in the future as needed/identified.
• Ability for the administrator to merge duplicate organization and person/ name records.
• If a duplicate organization or person/ name record was created in error, the administrator must be able to merge the duplicate records; items related to either record should then be related to the single record.
1. Person/ name or organization records were created in error due to previous abbreviation or spelling issues.
2. Ability for the administrator to merge after identifying each record individually.
- Create a workflow to notify investigator and supervisor at preset intervals when statute of limitations date is approaching.
• Preset intervals should be:
1. One year
2. Six months
3. Three months
4. One month
5. One week
• Ability for supervisor to monitor due dates and assigned tasks to follow up.
• Update the case dashboard for management to better track due dates, case assignments, and tasks with ability to filter, sort, and export lists.
• Ability for supervisor to:
1. See a list of all automated and manually created tasks, per staff member, with due dates
2. Sort the list from oldest to newest
3. Filter the list by task type and open or closed
4. Identify and indicate if an assignment is overdue
• Ability for the system to generate emails by a user, through the user’s agency email address to send emails and attach documents that integrates with Microsoft outlook.
• The system must save outgoing emails to the case’s journal notes.
• Responses to these emails must go to the assigned user’s agency email address.
- Ability for administrator to create custom reports with data from any field or form.
- Contract Period/Term: 1 year
- Questions/Inquires Deadline: March 24, 2025