The vendor is required to provide a turnkey software solution for the implementation, deployment, and ongoing support of a countywide contract management and eProcurement solution.
- Contract management component
• The contract management component must support contract authoring using customizable templates and clause libraries, facilitate collaborative document editing and redlining, and track versions with full audit history.
• Approval workflows must be configurable to match the county’s delegation of authority and routing requirements.
• The system must enable execution through secure electronic signature integrations, store contracts in a centralized, searchable repository, and issue automated notifications for key milestones.
• The county requires dashboards and reporting capabilities to support tracking of contract compliance, utilization, and vendor performance.
- eProcurement component
• The eProcurement component must provide tools to support vendor self-registration and qualification, electronic creation and posting of formal solicitations, and secure submission and receipt of bids or proposals.
• The system must include tools for distributing addenda, facilitating pre-bid Q&A, and automating the evaluation and scoring of vendor responses.
- Functional requirements
1. System overview
• Capability to spell check
• Capability to have language scan (legal check)
• Capability for comment assistant
• Capability to report unauthorized attempts to access the system.
• Capability to conduct full text search.
• Capability to support mobile use.
• Capability to provide visual feedback when system is processing a command
• Capability to support e-signature
• Access to the system managed by user id and password authentication
• Capability for system provide a session timeout warning message.
• Capability to track all actions taken by the user in the audit log.
• Capability differentiate between active and disabled users
• System 100% web based for all users (SaaS)
• The supported web browsers and operating systems
• System provides cut and paste options
• Capability to customize email notifications
• Capability to utilize AI to assist in drafting, etc.
2. Reports
• Capability for scheduled reports
• Capability for ad-hoc reports
• Capability for custom reports
• Capability to generate reports with a dashboard interface
• Capability of batch printing of reports
• Capability to monitor contract performance, survey and email to end users
• Ability to export data to various formats i.e. Excel.
3. Contract management
• Capability to create, modify, store, and use contract templates such as scope of work and work orders to build contracts, amendments, change orders, and other documents.
• Capability to provide version and change control enforcement for all contractual agreements.
• Capability to link contract agreements with supplemental or supporting documentation.
• Capability to view all supporting documentation associated with contracts.
• Capability to capture, track, and measure adherence to service level agreements.
• Capability to capture, track, and assign to users, contract related compliance and risk requirements.
• Capability to apply status labeling (watermarking) to printed documents to differentiate proposed, draft, and final statuses to contract documents.
• Capability of providing role-based security for multiple users simultaneously and allow viewing, editing, and downloading of any stored documentation as well as provide segment specific data if deemed confidential or restricted.
• Capability to generate notifications for contract milestones (i.e. Expirations and renewal dates) and associated documents, (i.e. Certificates of insurance, bonds, and applicable licensures).
• Capability to track project milestones and provide notifications and updates to internal and external stakeholders via email and system alerts.
• Capability of integrating or interfacing with other software applications
• Capability of specifying recipients to receive, view, and approve contractual agreements, and for verifying the user’s review and approval.
• Capability to track contract document history of communications between departments and vendors
• Capability of providing a centralized contract repository of active and archived documents for the viewing and downloading by internal and external stakeholders and the general public.
4. eProcurement
• Supports vendor registration with commodity designation.
• Supports ability to notify a registered vendor by system generated email when designated commodity code is assigned to a solicitation
• Supports vendor registration self-service and profile management.
• Ability to see which vendors have logged in and viewed a solicitation.
• Provides secure online bid submission with access to submissions only after set due date.
• Ability to receive and respond to questions through the system for each solicitation.
• Allows and evaluation committee to be set up with ability for each committee member to score each proposal received.
• Capability of system to calculate the total scores for each proposal based on the individual committee member’s scores.
• Capability to sort scores highest to lowest, etc.
• Ability to send award notices through the system to all responding firms to each solicitation.
• Ability to report local vendor participation
• Ability to report minority participation.
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