Cost Allocation Software

The Vendor is required to provide cost allocation software for include:
- Cost allocation software and system requirements—critical minimum features
• Cloud-based software proposed
• Development, implementation, operation of proposed cost allocation system
• Support for all major web browsers
• Ability to import data from various external sources in either an automated process or a batch import.
• Automated is preferred
• Development of single sign on with BHRS active directory.
• Quarterly and monthly processing
• Customized cost and data imports for multiple data sets
• Client-specific functionality such as data filters and crosswalks
• Cost adjustments with audit trail
• Data and cost groups
• Built in table relationships and quality control checks
• Step down allocation process
• Standard reports that meet state and federal reporting needs.
• Customized detailed user manual
• Full access and report only user permissions
• Extensive data back-up and disaster recovery plan.
- Systems integration requirements
• Programming: readiness, ability and experience to customize automated and manual import and export utilities with date specific and transaction receipt
• Open programming language that permits integration and transfer of data between diverse database systems.
• Project management: demonstrate capability and experience to manage immigration of data from legacy systems.
• Demonstrate capability to integrate from multiple databases for continuum reporting
• Clean and easy to use client
• Ability to manipulate data
• Robust security principles:
o Ability to integrate with active directory for authentication and security (single sign-on)
- Required reports and form development
• Ability to automate and generate customized reports and forms from within the application without programmer’s assistance on multiple levels:
• Customization of up to 15 unique reports
• Client and program level reports and forms that permit individual users to build their own reports and forms by choosing fields, sorting orders, data ranges, etc.
• Agency level reports that permit reports and forms to be built reflecting data collected by multiple users in multiple programs within a given agency.
• System wide reports that demonstrate the usage of services, based on data collected by multiple users and multiple agencies within the collaborative.
• All reports and forms must be viewable onscreen and in a print preview format
• Flexibility in generating queries to extract information based on specific data elements or configurations of data elements to use with industry standard applications, including common databases, spreadsheets and report writing tools such as:
o Access
o Excel
o Crystal reports
o SQL server reporting services
• Required and customizable reports may include but not limited to:
o Allocation method summary
o Chart of accounts
o Earning reports
o Final group details
o Final receivers details and summary
o Zero sum allocation statistics
- Support and maintenance (help desk services)
• Support and maintenance
• Audit response and support
• Data backup and disaster recovery plan
• Ongoing system maintenance plan (3-year, 5-year options)
• Technical support and maintenance for web-based system hardware and software
• Technical support and assistance for the system administrators.
• Technical support for system users.
• On-site technical support for initial implementation of the system through the first month of implementation
• Technical support coverage 7am - 7pm desired PST
• Unobtrusive maintenance approach.
• Frequency and nature of upgrades
• Timing of implementation with notification.