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# Introduction 

USDA is in the process of conducting a market study of products that
support its joint infrastructure requirements. This is an educational
process for USDA as it explores ways the Department should manage and
deliver its information and services online.

Please note that this is not a procurement action by USDA or the Federal
Government. USDA makes no commitment to initiate a procurement process
following this market study. You may elect not to respond to our
questionnaire. A decision not to respond to this questionnaire will not
preclude you from any future procurement considerations.

To help us bring our market study to a timely closure, please send us
the completed questionnaire by COB October 6, 2003 via email to
<chrisn@usda.gov> with a copy to <mike.watts2@usda.gov>.

Any additional information sent along with the questionnaire must be in
.pdf format.

# United States Department of Agriculture 

In 1862, when President Abraham Lincoln founded the U.S. Department of
Agriculture, he called it the \"People\'s Department.\" In Lincoln\'s
day, 48 percent of the people were farmers who needed good seeds and
information to grow their crops. Today, USDA continues Lincoln\'s legacy
by serving all Americans.

USDA remains committed to helping America's farmers and ranchers that
represent nearly 2 million farms. But we also do much more:

-   USDA leads the Federal anti-hunger effort with the Food Stamp,
    School Lunch, School Breakfast, and the WIC Programs.

-   USDA is the steward of our nation\'s 192 million acres of national
    forests and rangelands.

-   USDA is the country\'s largest conservation agency, encouraging
    voluntary efforts to protect soil, water, and wildlife on the 70
    percent of America\'s lands that are in private hands.

-   USDA helps rural Americans develop sustainable communities and
    improve their quality of life by supporting housing, community,
    business and utilities development, economic development and the
    creation of jobs.

-   USDA is responsible for the safety of meat, poultry, and egg
    products.

-   USDA is a research leader in everything from human nutrition to new
    crop technologies that allow us to grow more food and fiber using
    less water and pesticides.

-   USDA helps ensure open markets for U.S. agricultural products and
    provides food aid to needy people overseas.

-   More than 23 million jobs -- **17 percent** of the civilian
    workforce -- are involved in some facet of American agriculture,
    making it the Nation\'s largest employer.

# eGovernment Program Overview

The eGovernment Program at USDA has two main goals as defined by the
Office of Management and Budget: leverage our investments and make our
programs and services more "citizen-centric" by offering them online. In
our FY02 -- FY06 Strategic Plan, we outlined certain "enabling"
technology capabilities agencies commonly needed across our department
to make these goals possible. We envisioned these technology
capabilities being run as services on behalf of all our agencies. The
enterprise services included in our Strategic Plan are:

-   Web content management;

-   Document/records management;

-   Portals;

-   Data standards; and

-   Web presence (User-Interface design and content standards)

Ultimately, these services and standards could support enterprise-wide,
cross-agency, or single-agency online applications. They may also assist
us in participating in the eGovernment Presidential Initiatives.

##  {#section .unnumbered}

# Conceptual Technology Vision

To illustrate how we see an integrated portal, web content management
and document/records management solution being used at USDA, it is
helpful to discuss the broader technology vision of the eGovernment
program. To facilitate that discussion, below is a diagram of the
eGovernment conceptual architecture.

*Figure 1.0: eGovernment Conceptual Architecture*

The conceptual architecture illustrates USDA\'s vision of an
enterprise-wide set of common services that the Department and its
agencies could utilize and customize based on their business needs,
including the management of their online content. Additionally, this
diagram illustrates the potential interactions between each of the
\"enabler\" initiatives and their respective supporting components.

The architecture is divided into three layers: presentation, business
logic/application and data. The web presence component, located in the
presentation layer, primarily focuses on guidelines to enforce common
look and feel across all USDA web-based applications. This would promote
consistency and usability across all USDA online interactions.

The business logic/application layer includes front office and
back-office applications that automate USDA business processes. It is
within this layer that the enterprise portal, web content management,
and document/records management components could also reside. These
components may be used to bring USDA\'s programs and services online and
enable the dissemination and management of information. The content
aggregation/application integration component provides a common
framework, tools and standards to facilitate data sharing and system
integration across a distributed, heterogeneous set of USDA applications
and data repositories.

The data layer is comprised of the different information repositories
across USDA and its agencies. Applications within the business
logic/application layer use, process, manage and report on data
contained in the different repositories of the data layer. The data
management component of the eDeployment initiative focuses on
development of data standards to facilitate information sharing and
reuse across the disparate repositories in this layer.

The eDeployment conceptual architecture is in concert with USDA\'s
Enterprise Architecture as depicted in Figure 2.0: USDA Enterprise
Architecture. The shared \"enabler\" components are in the
\"common/enterprise-wide\" area of the Enterprise Architecture and
provide services as well as interact with components in the \"agency\"
and \"external\" areas.

![](media/image8.png){width="6.447222222222222in"
height="5.051388888888889in"}

*Figure 2.0: USDA Enterprise Architecture*

When responding to questions within this questionnaire, please do so in
the context of the USDA technology vision as illustrated in the
eGovernment conceptual architecture and Enterprise Architecture
diagrams. It would also be helpful to us if you could diagram and/or
discuss a potential physical architecture using your products and third
party products that could help USDA fulfill its long-term technology
vision.

# Overview

Please provide responses to the questions contained in the sections
below to help USDA better understand your product. In addition to a
numeric classification, all questions also provide a column for detailed
responses. Please provide both classification and detailed response for
each question. Use an "N/A" entry where a response column is not
applicable for a given question. Detailed responses should explain how
the product would deliver a given functionality as well as any resulting
implications. Please use the legend below when assigning a
classification to your responses.

  ----------- --------------------------------------------------------------
  **Score**   **Description**

  **5**       Yes, out of the box with **no** modifications.

  **4**       Yes, but with configurations using a graphic or command line
              system configuration tools.

  **3**       Yes, but with integration with partner product(s).

  **2**       Yes, but with code/database modifications. Modifications could
              include use of APIs or data updates made directly on a
              database.

  **1**       Yes, but with non-API code changes or database schema
              modifications.

  **0**       No
  ----------- --------------------------------------------------------------

# Portal

> Functional

  --------------------------------------------------------------------------------
  **\#**     ***QUESTION***                  **SCORE**   **DETAILED RESPONSE**
  ---------- ------------------------------- ----------- -------------------------
  **1**      **Legislative Standards /                   
             Accessibility**                             

  **1.1**    *Does the product support the               
             creation of web content for a               
             Section 508 compliant web                   
             site?*                                      

  **1.2**    *If so, what tools or                       
             capabilities enable users to                
             create Section 508 compliant                
             content?*                                   

  **1.3**    *Does the product support the               
             ability to create non-text                  
             content with text equivalents?              
             Section 508 Final Rule 1194.22              
             (a)*                                        

  **1.4**    *Does the solution provide any              
             multimedia presentations?                   
             Section 508 Final Rule 1194.22              
             (b)*                                        

  **1.5**    *If so, are equivalent                      
             alternatives for any multimedia             
             presentation synchronized with              
             the presentation? Section 508               
             Final Rule 1194.22 (b)*                     

  **1.6**    *Does the solution override                 
             user-defined style sheets?                  
             Additionally, do portal pages               
             and documents maintain                      
             readability when rendered                   
             without associated style                    
             sheets? Section 508 Final Rule              
             1194.22 (d)*                                

  **1.7**    *Does the solution provide                  
             redundant text links for each               
             active region of a server-side              
             image map? Section 508 Final                
             Rule 1194.22 (f)*                           

  **1.8**    *Does the solution provide                  
             client-side image maps instead              
             of server-side image maps                   
             except where the regions cannot             
             be defined with an available                
             geometric shape? Section 508                
             Final Rule 1194.22 (f)*                     

  **1.9**    *Does the product support the               
             ability to create content with              
             all row and column headers                  
             identified on data tables?                  
             Section 508 Final Rule 1194.22              
             (g)*                                        

  **1.10**   *For data tables that have two              
             or more logical levels of row               
             or column headers, does the                 
             solution use markup to                      
             associate data cells and header             
             cells? Section 508 Final Rule               
             1194.22 (h)*                                

  **1.11**   *Does the solution title each               
             frame to facilitate frame                   
             identification and navigation?              
             Section 508 Final Rule 1194.22              
             (i)*                                        

  **1.12**   *Does the solution describe how             
             frames relate to one another if             
             it is not obvious by frame                  
             titles alone? Section 508 Final             
             Rule 1194.22 (i)*                           

  **1.13**   *Is the solution designed to                
             avoid causing the screen to                 
             flicker with a frequency                    
             between 2 Hz and 55 Hz? Section             
             508 Final Rule 1194.22 (j)*                 

  **1.14**   *Does the solution\'s interface             
             utilize scripting languages to              
             display content or create                   
             interface elements? Section 508             
             Final Rule 1194.22 (l)*                     

  **1.15**   *If so, does the script provide             
             the information identified with             
             functional text that can be                 
             read by assistive technology?               
             Section 508 Final Rule 1194.22              
             (l)*                                        

  **1.16**   *Does the solution require any              
             applets, plug-ins, or other                 
             application be present on the               
             user\'s machine to interpret                
             page content? Section 508 Final             
             Rule 1194.22 (m)*                           

  **1.17**   *If so, does the page provide a             
             link to the necessary                       
             application? Section 508 Final              
             Rule 1194.22 (m)*                           

  **1.18**   *Further, does the plug-in or               
             applet itself comply with the               
             Software Applications and                   
             Operating Systems Accessibility             
             requirements? Section 508 Final             
             Rule 1194.22 (m)*                           

  **1.19**   *Is the solution usable when                
             scripts, applets, or other                  
             programmatic objects are turned             
             off, or not supported? Section              
             508 Final Rule 1194.22 (m)*                 

  **2**      **Legislative Standards /                   
             Privacy**                                   

  **2.1**    *Does the solution comply with              
             United States federal privacy               
             protection legislation as well              
             as privacy protection                       
             legislation in place in                     
             countries and jurisdictions                 
             where the USDA operates?                    
             Specifically, does the solution             
             comply with the United States               
             Privacy Act? Please describe.*              

  **3**      **Access / Remote                           
             Accessibility**                             

  **3.1**    *Does the solution support                  
             remote accessibility from                   
             outside the firewall? Are there             
             any limitations to the solution             
             when accessed remotely? Please              
             describe.*                                  

  **4**      **Access / Off-Line                         
             Accessibility**                             

  **4.1**    *Does the solution support                  
             users working off-line and                  
             synchronizing data with the                 
             Portal? Are there any                       
             limitations to the solution                 
             when accessed offline? Please               
             describe.*                                  

  **5**      **Access / Security**                       

  **5.1**    *Does the solution comply with              
             United States federal security              
             guidelines? Please describe*                

  **6**      **Collaboration / Chat Rooms**              

  **6.1**    *Does the solution offer chat               
             room capabilities? Please                   
             describe.*                                  

  **6.2**    *Does the solution integrate                
             with 3rd party chat room tools?             
             Please describe integration                 
             steps, preferred vendor                     
             partners for chat room tools,               
             and capabilities offered by                 
             these vendors.*                             

  **6.3**    *Does the solution support                  
             alerts or notifications for                 
             chat room users? Specifically,              
             is the solution capable of                  
             notifying users who elect the               
             service to be notified of new               
             activity in particular chat                 
             rooms? Please describe*                     

  **6.4**    *Does the solution support                  
             transcript recording, storage               
             and retrieval for chat rooms?               
             Please describe.*                           

  **6.5**    *Does the solution support                  
             file, data and/or application               
             sharing for chat room users                 
             within a chat room? Please                  
             describe*                                   

  **6.6**    *Does the solution offer                    
             pre-developed integration                   
             Portlets, or other                          
             pre-developed components, for               
             integrating with 3rd party Chat             
             Room tools? Please provide                  
             specific details regarding the              
             portlets available and the 3rd              
             party tools they support.*                  

  **6.7**    *Does the chat room                         
             interoperate with other                     
             collaboration capabilities?                 
             Please describe.*                           

  **7**      **Collaboration / Instant                   
             Messaging**                                 

  **7.1**    *Does the solution offer                    
             instant messaging capabilities?             
             Please describe.*                           

  **7.2**    *Does the solution integrate                
             with 3rd party instant                      
             messaging tools? Please                     
             describe integration steps,                 
             preferred vendor partners for               
             instant messaging tools, and                
             capabilities offered by these               
             vendors.*                                   

  **7.3**    *Does the solution support                  
             file, data and/or application               
             sharing for instant messaging               
             users within an instant                     
             messaging session? Please                   
             describe.*                                  

  **7.4**    *Does the solution offer                    
             pre-developed integration                   
             Portlets, or other                          
             pre-developed components, for               
             integrating with 3rd party                  
             Instant Messaging tools? Please             
             provide specific details                    
             regarding the portlets                      
             available and the 3rd party                 
             tools they support.*                        

  **7.5**    *Does the instant messaging                 
             tool interoperate with other                
             collaboration capabilities?                 
             Please describe.*                           

  **8**      **Collaboration / Communities**             

  **8.1**    *Does the solution offer                    
             community capabilities? Please              
             describe.*                                  

  **8.2**    *Does the solution integrate                
             with 3rd party community tools?             
             Please describe integration                 
             steps, preferred vendor                     
             partners for community tools,               
             and capabilities offered by                 
             these vendors.*                             

  **8.3**    *Does the solution support                  
             alerts or notifications for                 
             community users? Specifically,              
             is the solution capable of                  
             notifying users who elect the               
             service to be notified of new               
             activity in particular                      
             communities? Please describe.*              

  **8.4**    *Does the solution support                  
             file, data and/or application               
             sharing for community users                 
             within a community? Please                  
             describe.*                                  

  **8.5**    *Does the solution offer                    
             pre-developed integration                   
             Portlets, or other                          
             pre-developed components, for               
             integrating with 3rd party                  
             Community tools? Please provide             
             specific details regarding the              
             portlets available and the 3rd              
             party tools they support.*                  

  **8.6**    *Does the community tool                    
             interoperate with other                     
             collaboration capabilities?                 
             Please describe.*                           

  **8.7**    *Does the solution provide                  
             different types of communities,             
             like open, joinable, and                    
             private? Please describe.*                  

  **8.8**    *Does the solution provide the              
             ability for administrators to               
             easily create new communities?              
             Please describe.*                           

  **8.9**    *Does the solution support the              
             ability for users to join or                
             leave a community, at the                   
             users\' requests? Please                    
             describe.*                                  

  **8.10**   *Does the solution support the              
             notion of individual community              
             owners or administrators? Can               
             these owners modify attributes,             
             user lists, roles, rights,                  
             permissions and content of the              
             community? Please describe.*                

  **9**      **Collaboration / Discussions**             

  **9.1**    *Does the solution offer                    
             discussion or threaded                      
             discussion capabilities? Please             
             describe.*                                  

  **9.2**    *Does the solution provide the              
             ability to create private                   
             and/or hidden discussion areas              
             for authorized users, such as               
             state-to-state communication                
             within an Agency?*                          

  **9.3**    *Does the solution support                  
             alerts or notifications for                 
             discussion users? Specifically,             
             is the solution capable of                  
             notifying users who elect to be             
             notified of new activity in                 
             particular discussions? Please              
             describe*                                   

  **9.4**    *Does the solution integrate                
             with 3rd party discussion                   
             tools? Please describe                      
             integration steps, preferred                
             vendor partners for discussion              
             tools, and capabilities offered             
             by these vendors.*                          

  **9.5**    *Does the solution support                  
             file, data and/or application               
             sharing for discussion users                
             within a discussion? Please                 
             describe*                                   

  **9.6**    *Does the solution offer                    
             pre-developed integration                   
             Portlets, or other                          
             pre-developed components, for               
             integrating with 3rd party                  
             discussion tools? Please                    
             provide specific details                    
             regarding the portlets                      
             available and the 3rd party                 
             tools they support.*                        

  **9.7**    *Does the discussion tool                   
             interoperate with other                     
             collaboration capabilities?                 
             Please describe.*                           

  **10**     **Collaboration / Virtual                   
             Meetings**                                  

  **10.1**   *Does the solution offer                    
             virtual meeting capabilities?               
             Please describe.*                           

  **10.2**   *Does the solution integrate                
             with 3rd party virtual meeting              
             tools? Please describe                      
             integration steps, preferred                
             vendor partners for virtual                 
             meeting tools, and capabilities             
             offered by these vendors.*                  

  **10.3**   *Does the solution allow                    
             authorized users to create                  
             virtual meetings? Please                    
             describe.*                                  

  **10.4**   *Does the solution support                  
             file, data and/or application               
             sharing for virtual meeting                 
             users within a virtual meeting?             
             Please describe.*                           

  **10.5**   *Does the virtual meeting tool              
             interoperate with other                     
             collaboration capabilities?                 
             Please describe.*                           

  **10.6**   *Does the solution support                  
             alerts or notifications for                 
             virtual meeting users?                      
             Specifically, is the solution               
             capable of notifying users who              
             elect to be notified of new                 
             activity in particular virtual              
             meetings? Please describe.*                 

  **10.7**   *Does the solution offer                    
             pre-developed integration                   
             Portlets, or other                          
             pre-developed components, for               
             integrating with 3rd party                  
             virtual meeting tools? Please               
             provide specific details                    
             regarding the portlets                      
             available and the 3rd party                 
             tools they support.*                        

  **11**     **Collaboration /                           
             Administration & Usability**                

  **11.1**   *Does the solution support                  
             transcript recording, storage               
             and retrieval for collaboration             
             tools? Please describe.*                    

  **11.2**   *Does the solution support                  
             logging and monitoring                      
             capabilities for collaboration              
             tools? Specifically, are                    
             administrators able to retrieve             
             logs from collaboration tools               
             as well as monitor and moderate             
             activity in collaboration                   
             tools? Please describe.*                    

  **11.3**   *Does the solution support user             
             roles, rights and permissions               
             capabilities for collaboration              
             tools? Please describe.*                    

  **11.4**   *Does the solution provide the              
             ability for users to report                 
             on/exclude users who violate                
             collaboration venues/rules?                 
             Please describe.*                           

  **11.5**   *Does the solution offer online             
             help for collaboration tools?               
             Please describe.*                           

  **12**     **Communication / Internal**                

  **12.1**   *Does the solution provide                  
             \"emergency channels\" to                   
             communicate information to                  
             users during emergencies? An                
             example of an \"emergency                   
             channel\" is a window that pops             
             up onto a user\'s screen and                
             displays a message, regardless              
             of whether the user is logged               
             into the application. Please                
             describe.*                                  

  **12.2**   *Does the solution integrate                
             with \"emergency channel\"                  
             applications, such as the CENS              
             (Computer Emergency                         
             Notification System)                        
             application provided by the US              
             Department of Defense? Please               
             describe how the solution                   
             integrates with such an                     
             application and the necessary               
             steps for integration.*                     

  **12.3**   *Does the solution provide                  
             internal message bulletin                   
             boards? Please describe.*                   

  **13**     **Communication /                           
             Multi-Language**                            

  **13.1**   *Does the solution support                  
             multiple languages for display?             
             Please describe.*                           

  **13.2**   *Does the solution support                  
             multi-code character sets such              
             as UTF-8, UTF-16 and Unicode                
             for content display? Please                 
             describe.*                                  

  **14**     **Communication / User                      
             Initiated**                                 

  **14.1**   *Does the solution provide                  
             tools for developing forms and              
             form validation and processing              
             rules for handling comments,                
             questions, and/or information               
             submitted by the users? Please              
             provide details regarding the               
             capabilities of the tools.*                 

  **14.2**   *Does the solution provide                  
             facilities for storing data                 
             received from submitted forms?              
             Please describe these                       
             facilities.*                                

  **14.3**   *Does the solution support                  
             digital signatures, including               
             the processing, verification                
             and maintenance of digital                  
             signatures? Please describe.*               

  **15**     **Customization &                           
             Personalization /                           
             Accessibility**                             

  **15.1**   *Is the solution capable of                 
             supporting both authenticated               
             and non-authenticated users?                
             Please describe.*                           

  **15.2**   *Is the solution capable of                 
             providing a customizable                    
             interface based on a user\'s                
             preferences? Please describe.*              

  **15.3**   *Does the solution support                  
             multiple browser types and                  
             operating platforms? Please                 
             provide full details.*                      

  **16**     **Customization &                           
             Personalization / Content                   
             Push**                                      

  **16.1**   *Is the solution capable of                 
             \"pushing\" content to users                
             based on user preferences,                  
             history, and actions, profile?              
             Please describe the overall                 
             \"content push\" methodology of             
             the solution.*                              

  **16.2**   *Does the solution provide an               
             interface for developers /                  
             administrators to design,                   
             develop and administer content              
             push features? Please describe              
             how content pushing is achieved             
             and programmatic and                        
             configuration steps required                
             for developers / administrators             
             to design, develop and                      
             administer content pushing                  
             features.*                                  

  **17**     **Customization &                           
             Personalization / Content                   
             Pull**                                      

  **17.1**   *Does the solution allow the                
             user to \"subscribe\" to                    
             services, content, email                    
             notifications/alerts, etc.?                 
             Please provide full details                 
             concerning the user\'s ability              
             to personalize his/her own user             
             experience regarding interfaces             
             and content*                                

  **17.2**   *Does the solution provide an               
             interface for                               
             developers/administrators to                
             design, develop and administer              
             content pull features? Please               
             describe how content pulling is             
             achieved and programmatic and               
             configuration steps required                
             for developers/administrators               
             to design, develop and                      
             administer content pulling                  
             features.*                                  

  **17.3**   *Does the solution provide a                
             user interface that allows the              
             user to update/modify personal              
             profiles as well as                         
             subscribe/unsubscribe to                    
             services? Please describe.*                 

  **18**     **Customization &                           
             Personalization / Admin**                   

  **18.1**   *Does the solution ensure that              
             user data is archived in a                  
             readily accessible data store               
             and available to share for                  
             business needs if necessary?                
             Please describe.*                           

  **18.2**   *Does the solution provide                  
             means for filtering information             
             available for users based on                
             the roles and rights of the                 
             users? Please describe.*                    

  **18.3**   *Does the solution provide for              
             multiple portal applications                
             and flexibility in defining the             
             customization/personalization               
             of these applications? Please               
             describe.*                                  

  **18.4**   *Are both persistent                        
             non-session and non-persistent              
             session cookies supported? What             
             is the solution\'s policy                   
             regarding cookies? Please                   
             describe.*                                  

  **19**     **Interface Capabilities /                  
             Advanced User Interfaces**                  

  **19.1**   *Does the solution have the                 
             capability to integrate with                
             wireless devices? Please                    
             describe.*                                  

  **19.2**   *Does the solution support web              
             casting? Please describe.*                  

  **19.3**   *Does the solution have the                 
             capability to integrate with                
             telephonic devices? Please                  
             describe.*                                  

  **19.4**   *Does the solution have the                 
             capability to integrate with                
             voice recognition software?                 
             Please describe.*                           

  **20**     **Interface Capabilities /                  
             Basic User Interfaces**                     

  **20.1**   *What browsers and operating                
             platforms does the solution                 
             support? Please describe, in                
             detail, the different portal                
             features that are supported by              
             the different browser and                   
             operating system versions.*                 

  **21**     **Interface Capabilities /                  
             Back-End Interfaces**                       

  **21.1**   *Does the solution integrate                
             with on-line training or                    
             learning tools? Please provide              
             thorough details regarding the              
             integration with these types of             
             application, specific solutions             
             supported as well as the                    
             overall integration model and               
             process. Specifically, does the             
             solution integrate with the                 
             government-wide electronic                  
             learning tool GoLearn.gov?*                 

  **21.2**   *Does the solution integrate                
             with email applications? Please             
             provide thorough details                    
             regarding the integration with              
             email applications and specific             
             solutions supported as well as              
             the overall integration model               
             and process.*                               

  **21.3**   *Does the solution integrate                
             with security (authorization /              
             authentication) applications?               
             Please provide thorough details             
             regarding the integration with              
             these types of applications and             
             specific solutions supported as             
             well as the overall integration             
             model and process.*                         

  **21.4**   *Does the solution integrate                
             with single-sign-on                         
             applications? Please provide                
             thorough details regarding the              
             integration with these types of             
             applications and specific                   
             solutions supported as well as              
             the overall integration model               
             and process.*                               

  **21.5**   *Does the solution support                  
             single-sign-on capabilities?                
             Please provide thorough details             
             regarding the support provided              
             for single-sign-on and features             
             available.*                                 

  **21.6**   *Does the solution integrate                
             with mainframe and other legacy             
             applications? Please provide                
             thorough details regarding the              
             integration with these types of             
             applications and specific                   
             solutions supported as well as              
             the overall integration model               
             and process.*                               

  **21.7**   *Does the solution integrate                
             with web content management,                
             document management and records             
             management applications? Please             
             provide thorough details                    
             regarding the integration with              
             these types of applications and             
             specific solutions supported as             
             well as the overall integration             
             model and process.*                         

  **21.8**   *Does the solution integrate                
             with centralized data                       
             repositories? Please provide                
             thorough details regarding the              
             integration with these types of             
             applications and specific                   
             solutions supported as well as              
             the overall integration model               
             and process.*                               

  **21.9**   *Does the solution use open and             
             de facto standards, such as                 
             XML, CORBA, J2EE, Web Services,             
             etc for integrating with                    
             back-end applications? Please               
             describe.*                                  

  **22**     **Metrics Reporting / Tool                  
             Usability**                                 

  **22.1**   *Describe the metrics reporting             
             capabilities for the solution.              
             Please provide details                      
             regarding the flexibility, ease             
             of use and customization                    
             capabilities of the metric                  
             reporting tool, as well as                  
             on-line help for the tool and               
             definitions of the metrics                  
             available.*                                 

  **22.2**   *Does the solution integrate                
             with 3rd party metric reporting             
             tools? Please describe the                  
             preferred tools, as well as the             
             integration steps necessary.*               

  **23**     **Metrics Reporting /                       
             Application Performance                     
             Measures**                                  

  **23.1**   *Does the solution track                    
             downloads successful and                    
             downloads initiated? Please                 
             describe.*                                  

  **23.2**   *Does the solution track hits               
             per page and request time per               
             page? Please describe.*                     

  **23.3**   *Is the solution capable of                 
             accounting for the effects of               
             web crawlers or other abnormal              
             users that could skew the data?             
             Please describe.*                           

  **23.4**   *Does the solution track page               
             errors? Please describe.*                   

  **23.5**   *Does the solution track user               
             session times? Please                       
             describe.*                                  

  **24**     **Metrics Reporting /                       
             Application Usability                       
             Measures**                                  

  **24.1**   *Does the solution track new                
             pages? Please describe.*                    

  **24.2**   *Does the solution track file               
             changes? Please describe.*                  

  **24.3**   *Does the solution track the                
             search words / phrases and                  
             items searched? Please                      
             describe.*                                  

  **25**     **Metrics Reporting / Data &                
             Reporting**                                 

  **25.1**   *Does the solution archive the              
             performance and usability                   
             measures? Please describe.*                 

  **25.2**   *Is the solution capable of                 
             creating reports based on the               
             hierarchy of the portal                     
             application? For example, is                
             the solution capable of                     
             creating reports based on the               
             organizational structure of the             
             portal, where there is a                    
             Department parent for the                   
             portal, and multiple                        
             Sub-Department sections of the              
             portal? Please describe.*                   

  **26**     **Metrics Reporting / User                  
             Tracking**                                  

  **26.1**   *Does the solution track a                  
             user\'s click path throughout               
             the site? Please describe.*                 

  **26.2**   *Does the solution track a                  
             user\'s demographic location?               
             Please describe.*                           

  **26.3**   *Does the solution track access             
             patterns? Please describe.*                 

  **26.4**   *Does the solution track                    
             whether a user is internal or               
             external? Please describe.*                 

  **27**     **Search / Integration**                    

  **27.1**   *Does the solution integrate                
             with 3rd party search engines?              
             Please provide full details                 
             regarding the search engines                
             available for integration,                  
             including means of integration              
             and features offered by those               
             search engines.*                            

  **27.2**   *Does the search solution                   
             provide the ability to perform              
             a federated search across other             
             search engines (e.g. search                 
             across FirstGov.gov search                  
             engine)? Please describe the                
             integration steps, as well as               
             the overall integration model               
             and process.*                               

  **27.3**   *Does the search solution                   
             provide the ability to perform              
             a search across multiple types              
             of data stores, such as                     
             relational databases, where                 
             dynamic data is stored? Please              
             describe the integration steps,             
             as well as the overall                      
             integration model and process.*             

  **27.4**   *Is the search solution capable             
             of searching across multiple                
             content formats? Please                     
             describe.*                                  

  **27.5**   *Is the search engine capable               
             of searching across Web Content             
             Management or Document                      
             Management content                          
             repositories? Please describe.*             

  **27.6**   *Is the search solution capable             
             of searching based on recorded              
             metadata/XML? Please describe.*             

  **28**     **Search / Search                           
             Capabilities**                              

  **28.1**   *Does the search solution allow             
             flexible search options, such               
             as simple or advanced search?               
             Please describe.*                           

  **28.2**   *Does the search solution allow             
             the user to limit the number of             
             search results? Does the search             
             solution allow the user to                  
             specify what content                        
             repositories / locations to                 
             search? Please describe.*                   

  **28.3**   *Does the solution allow the                
             user to save a search? Please               
             describe.*                                  

  **28.4**   *Does the search solution allow             
             the user to specify geographic              
             preferences for search results?             
             Please describe.*                           

  **28.5**   *Does the search solution                   
             provide the ability to search               
             and group results using the                 
             following criteria: title date,             
             created date, modified date,                
             received date, entered date                 
             range, addressee/target,                    
             author/originator, public law               
             number, subject/category,                   
             Boolean, full-text, keyword,                
             wildcard, agency, program,                  
             intermediate referrer, owning               
             agency, or assigned agency?                 
             Please describe.*                           

  **29**     **Search / Language**                       

  **29.1**   *Does the search solution                   
             provide the ability to search               
             for items based on non-English              
             languages? Please describe.*                

  **29.2**   *Does the search solution                   
             support searches of multi-byte              
             character sets? Specifically,               
             does the solution support                   
             searches of content based in                
             UTF-8, UTF-16 and Unicode                   
             character sets? Please                      
             describe.*                                  

  **30**     **Search / Navigation &                     
             Taxonomy**                                  

  **30.1**   *Does the search solution allow             
             for a consistent taxonomy                   
             structure to be established for             
             easy navigation and drill down              
             of search results? Please                   
             describe.*                                  

  **30.2**   *Does the solution provide a                
             tool that supports manual                   
             and/or automatic taxonomy                   
             creation and management? Please             
             describe how this tool, or                  
             automatic and/or taxonomy                   
             creation and management, works              
             for the solution.*                          

  **31**     **Search / Usability**                      

  **31.1**   *Does the search solution                   
             provide a user guide and/or                 
             search help? Please describe.*              

  **32**     **Search / Result Set**                     

  **32.1**   *Does the search solution                   
             provide results that can                    
             include short/long abstract                 
             descriptions, date created                  
             and/or modified, file type and              
             file size? Please describe.*                

  **32.2**   *Does the search solution                   
             provide highlights for search               
             terms in the results? Please                
             describe.*                                  

  **32.3**   *Does the search solution                   
             provide results rankings from               
             best to worst? Please                       
             describe.*                                  

  **32.4**   *Does the search solution                   
             provide the ability to filter               
             search results to exclude                   
             unpublished content? Please                 
             describe.*                                  

  **32.5**   *Does the search solution offer             
             the capability to recommend the             
             \"best\" search result or                   
             results for a particular                    
             search, based on historical                 
             user trends? Please describe                
             this mechanism and steps                    
             required both during                        
             development of the application              
             and during maintenance.*                    

  **33**     **Search / Filter**                         

  **33.1**   *Does the solution provide the              
             ability to search within a                  
             search result? Please                       
             describe.*                                  

  **33.2**   *Does the solution provide the              
             ability to filter search                    
             results based on user roles and             
             what information they are able              
             to access? Please describe.*                

  **33.3**   *Does the solution provide a                
             mechanism for a user to search              
             for content or documents that               
             s/he does not have access to                
             and submit a request for access             
             to the content or documents?                
             Please describe how this                    
             feature is managed and the                  
             administrator's ability to                  
             control what content is                     
             \"searchable\" for all users,               
             etc.*                                       

  **33.4**   *Does the solution allow users              
             to filter search results using              
             criteria such as date, topic,               
             agency, relevance, or unwanted              
             information? Please describe.*              

  **34**     **Search / Advanced**                       

  **34.1**   *Does the search solution                   
             provide advanced search                     
             features, like searching by                 
             affinities or likenesses,                   
             offering suggestions in the                 
             event no search results are                 
             returned, spelling checks, etc?             
             Please describe.*                           

  **35**     **Transactions / Business                   
             Transaction Integration**                   

  **35.1**   *Does the solution integrate                
             with business transaction                   
             applications, like eForms?                  
             Please describe integration                 
             steps and methodology.*                     

  **36**     **User Interface / Usability**              

  **36.1**   *Does the solution provide help             
             utilities for all                           
             administrative and development              
             tools? Please describe.*                    

  **36.2**   *Does the solution support                  
             multimedia content, such as                 
             streaming video/audio,                      
             graphics, etc? Please                       
             describe.*                                  

  **36.3**   *Do the support tools for the               
             solution, like administrative               
             and development tools, provide              
             user-friendly interfaces for                
             both technical and                          
             non-technical business users?               
             Please describe.*                           

  **37**     **User Interface /                          
             Consistency**                               

  **37.1**   *Does the solution support the              
             notion of \"Virtual URL\'s\" in             
             order to allow for book marking             
             of pages? Please describe.*                 

  **38**     **User Roles & Access Controls              
             / Admin**                                   

  **38.1**   *Does the solution provide a                
             tool for the maintenance of                 
             access control lists and                    
             managing user roles,                        
             responsibilities and groups?                
             Please describe.*                           

  **38.2**   *Does the solution allow                    
             multiple administrators for                 
             creating and maintaining user               
             roles and permissions and other             
             data? Please describe.*                     

  **38.3**   *Does the solution provide for              
             a hierarchical customization of             
             roles? Please describe.*                    

  **39**     **User Roles & Access Controls              
             / User Access**                             

  **39.1**   *Does the solution support the              
             establishment of user roles and             
             rights in regards to data                   
             access, authoring/editing and               
             reviewing content, viewing and              
             downloading content, destroying             
             or posting content, and private             
             content? Please describe.*                  

  **39.2**   *Does the solution provide the              
             ability to control access to                
             portlets and/or other features              
             of the portal application                   
             website based on user roles,                
             rights and permissions? Please              
             describe the process for                    
             establishing those controls,                
             and maintenance steps                       
             required.*                                  

  **39.3**   *Does the solution support                  
             external facing Internet and                
             extranet, as well as internal               
             facing intranet type                        
             applications? Please describe               
             the necessary configuration                 
             and/or programmatic steps                   
             required to achieve this.*                  

  **39.4**   *Does the solution provide for              
             access to 3rd party users, such             
             as business partners? Please                
             describe.*                                  

  **39.5**   *Does the solution allow                    
             coordination access between                 
             different deployed portal                   
             applications? For example, if               
             several applications were                   
             deployed using your solution,               
             would the applications support              
             coordinated user access of                  
             those applications. Please                  
             describe how this is achieved.*             

  **39.6**   *Does the solution provide a                
             user registration approval                  
             process? What steps are                     
             required for approving a user               
             for registration? Please                    
             describe.*                                  

  **40**     **User Roles & Access Controls              
             / User Groups & Roles**                     

  **40.1**   *Does the solution support                  
             hidden or confidential groups,              
             where membership is based on                
             invitation only? Does the                   
             solution support \"joinable\"               
             groups, where a user can                    
             request access to a group?                  
             Please describe.*                           

  **40.2**   *Does the solution support the              
             notion of a \"super user\" or               
             administrator, who has access               
             to the entire site? Please                  
             describe.*                                  

  **40.3**   *Does the solution support                  
             multiple levels, or a                       
             hierarchy, of administrative                
             roles and rights? Please                    
             describe.*                                  

  **41**     **User Roles & Access Controls              
             / Workflow**                                

  **41.1**   *Does the solution offer                    
             workflow capabilities for                   
             managing and administering                  
             different aspects of the                    
             solution, such as content                   
             creation and management, user               
             registration and management,                
             etc? What workflow capabilities             
             are provided, and what steps                
             are required to create and/or               
             customize workflow processes?               
             Please describe.*                           
  --------------------------------------------------------------------------------

> **Technical**

+-----+-----------------------------+-------+-------------------------+
| **\ | ***QUESTION***              | **SC  | **DETAILED RESPONSE**   |
| #** |                             | ORE** |                         |
+=====+=============================+=======+=========================+
| **  | **Legislative Standards /   |       |                         |
| 1** | Accessibility**             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Is the entire solution,    |       |                         |
| *1. | including principal         |       |                         |
| 1** | applications and supporting |       |                         |
|     | tools, Section 508          |       |                         |
|     | compliant?*                 |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **1 | *Are all of the solution\'s |       |                         |
| .1. | functions executable from   |       |                         |
| 1** | both a mouse and a          |       |                         |
|     | keyboard? Section 508 Final |       |                         |
|     | Rule 1194.21 (a)*           |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **1 | *Are all of the solution\'s |       |                         |
| .1. | functions and the result of |       |                         |
| 2** | performing those functions  |       |                         |
|     | discerned textually?        |       |                         |
|     | Section 508 Final Rule      |       |                         |
|     | 1194.21 (a)*                |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **1 | *Does the solution disrupt  |       |                         |
| .1. | or disable activated        |       |                         |
| 3** | operating system            |       |                         |
|     | accessibility features?     |       |                         |
|     | Section 508 Final Rule      |       |                         |
|     | 1194.21 (b)*                |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **1 | *Does the solution provide  |       |                         |
| .1. | a well-defined indication   |       |                         |
| 4** | of the current screen       |       |                         |
|     | focus? This focus must move |       |                         |
|     | among interactive interface |       |                         |
|     | elements as the input focus |       |                         |
|     | changes. Assistive          |       |                         |
|     | technology must be able to  |       |                         |
|     | track the current screen    |       |                         |
|     | focus and any focus         |       |                         |
|     | changes. Section 508 Final  |       |                         |
|     | Rule 1194.21 (c)*           |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **1 | *Does the solution make     |       |                         |
| .1. | sufficient information      |       |                         |
| 5** | about user interface        |       |                         |
|     | elements available to       |       |                         |
|     | assistive technology?       |       |                         |
|     | Necessary information       |       |                         |
|     | includes the identity,      |       |                         |
|     | operation and state of a    |       |                         |
|     | user interface element.     |       |                         |
|     | Section 508 Final Rule      |       |                         |
|     | 1194.21 (d)*                |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **1 | *When bitmap images are     |       |                         |
| .1. | used on the system to       |       |                         |
| 6** | identify controls, status   |       |                         |
|     | indicators, or other        |       |                         |
|     | programmatic elements, is   |       |                         |
|     | the meaning assigned to     |       |                         |
|     | those images consistent     |       |                         |
|     | throughout the              |       |                         |
|     | application\'s performance? |       |                         |
|     | Section 508 Final Rule      |       |                         |
|     | 1194.21 (e)*                |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **1 | *Is textual information on  |       |                         |
| .1. | the system provided through |       |                         |
| 7** | the operating system        |       |                         |
|     | functions for displaying    |       |                         |
|     | text? The minimum           |       |                         |
|     | information that shall be   |       |                         |
|     | made available is text      |       |                         |
|     | content, text input caret   |       |                         |
|     | location, and text          |       |                         |
|     | attributes. Section 508     |       |                         |
|     | Final Rule 1194.21 (f)*     |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **1 | *Do the solution\'s pages   |       |                         |
| .1. | and applications override   |       |                         |
| 8** | user-selected contrast and  |       |                         |
|     | color selections or other   |       |                         |
|     | associated display          |       |                         |
|     | attributes? Section 508     |       |                         |
|     | Final Rule 1194.21 (g)*     |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **1 | *Does the solution provide  |       |                         |
| .1. | any animation features?     |       |                         |
| 9** | Section 508 Final Rule      |       |                         |
|     | 1194.21 (h)*                |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *If so when animation is    |       |                         |
| *1. | displayed, is the           |       |                         |
| 1.1 | information displayable in  |       |                         |
| 0** | at least one non-animated   |       |                         |
|     | presentation mode at the    |       |                         |
|     | option of the user? Section |       |                         |
|     | 508 Final Rule 1194.21 (h)* |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Is color-coding used in    |       |                         |
| *1. | the solution as the only    |       |                         |
| 1.1 | means of conveying          |       |                         |
| 1** | information, indicating an  |       |                         |
|     | action, prompting a         |       |                         |
|     | response, or distinguishing |       |                         |
|     | a visual element? Section   |       |                         |
|     | 508 Final Rule 1194.21 (I)* |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *If the solution permits a  |       |                         |
| *1. | user to adjust color and    |       |                         |
| 1.1 | contrast settings, are a    |       |                         |
| 2** | variety of color selections |       |                         |
|     | capable of producing a      |       |                         |
|     | range of contrast levels?   |       |                         |
|     | Section 508 Final Rule      |       |                         |
|     | 1194.21 (j)*                |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Does the solution use      |       |                         |
| *1. | flashing text, objects, or  |       |                         |
| 1.1 | other elements having a     |       |                         |
| 3** | blink frequency between 2   |       |                         |
|     | Hz and 55 Hz? Section 508   |       |                         |
|     | Final Rule 1194.21 (k)*     |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *When electronic forms are  |       |                         |
| *1. | used in the system, does    |       |                         |
| 1.1 | the form allow users to     |       |                         |
| 4** | leverage assistive          |       |                         |
|     | technology to access the    |       |                         |
|     | information, field          |       |                         |
|     | elements, and               |       |                         |
|     | functionalities required    |       |                         |
|     | for completion, and         |       |                         |
|     | submission of the form,     |       |                         |
|     | including all directions    |       |                         |
|     | and cues? Section 508 Final |       |                         |
|     | Rule 1194.21 (l)*           |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Does the solution support  |       |                         |
| *1. | a text equivalent for every |       |                         |
| 1.1 | non-text element? Section   |       |                         |
| 5** | 508 Final Rule 1194.22 (a)* |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Does the solution provide  |       |                         |
| *1. | any multimedia              |       |                         |
| 1.1 | presentations? Section 508  |       |                         |
| 6** | Final Rule 1194.22 (b)*     |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *If so, are equivalent      |       |                         |
| *1. | alternatives for any        |       |                         |
| 1.1 | multimedia presentation     |       |                         |
| 7** | synchronized with the       |       |                         |
|     | presentation? Section 508   |       |                         |
|     | Final Rule 1194.22 (b)*     |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Does the solution override |       |                         |
| *1. | user-defined style sheets?  |       |                         |
| 1.1 | Additionally, do portal     |       |                         |
| 8** | pages and documents         |       |                         |
|     | maintain readability when   |       |                         |
|     | rendered without associated |       |                         |
|     | style sheets? Section 508   |       |                         |
|     | Final Rule 1194.22 (d)*     |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Does the solution provide  |       |                         |
| *1. | redundant text links for    |       |                         |
| 1.1 | each active region of a     |       |                         |
| 9** | server-side image map?      |       |                         |
|     | Section 508 Final Rule      |       |                         |
|     | 1194.22 (f)*                |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Does the solution provide  |       |                         |
| *1. | client-side image maps      |       |                         |
| 1.2 | instead of server-side      |       |                         |
| 0** | image maps except where the |       |                         |
|     | regions cannot be defined   |       |                         |
|     | with an available geometric |       |                         |
|     | shape? Section 508 Final    |       |                         |
|     | Rule 1194.22 (f)*           |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Are all row and column     |       |                         |
| *1. | headers identified on data  |       |                         |
| 1.2 | tables included in the      |       |                         |
| 1** | solution? Section 508 Final |       |                         |
|     | Rule 1194.22 (g)*           |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *For data tables that have  |       |                         |
| *1. | two or more logical levels  |       |                         |
| 1.2 | of row or column headers,   |       |                         |
| 2** | does the solution use       |       |                         |
|     | markup to associate data    |       |                         |
|     | cells and header cells?     |       |                         |
|     | Section 508 Final Rule      |       |                         |
|     | 1194.22 (h)*                |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Does the solution title    |       |                         |
| *1. | each frame to facilitate    |       |                         |
| 1.2 | frame identification and    |       |                         |
| 3** | navigation? Section 508     |       |                         |
|     | Final Rule 1194.22 (i)*     |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Does the solution describe |       |                         |
| *1. | how frames relate to one    |       |                         |
| 1.2 | another if it is not        |       |                         |
| 4** | obvious by frame titles     |       |                         |
|     | alone? Section 508 Final    |       |                         |
|     | Rule 1194.22 (i)*           |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Is the solution designed   |       |                         |
| *1. | to avoid causing the screen |       |                         |
| 1.2 | to flicker with a frequency |       |                         |
| 5** | between 2 Hz and 55 Hz?     |       |                         |
|     | Section 508 Final Rule      |       |                         |
|     | 1194.22 (j)*                |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Does the solution\'s       |       |                         |
| *1. | interface utilize scripting |       |                         |
| 1.2 | languages to display        |       |                         |
| 6** | content or create interface |       |                         |
|     | elements? Section 508 Final |       |                         |
|     | Rule 1194.22 (l)*           |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *If so, does the script     |       |                         |
| *1. | provide the information     |       |                         |
| 1.2 | identified with functional  |       |                         |
| 7** | text that can be read by    |       |                         |
|     | assistive technology?       |       |                         |
|     | Section 508 Final Rule      |       |                         |
|     | 1194.22 (l)*                |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Does the solution require  |       |                         |
| *1. | any applets, plug-ins, or   |       |                         |
| 1.2 | other application be        |       |                         |
| 8** | present on the user\'s      |       |                         |
|     | machine to interpret page   |       |                         |
|     | content? Section 508 Final  |       |                         |
|     | Rule 1194.22 (m)*           |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *If so, does the page       |       |                         |
| *1. | provide a link to the       |       |                         |
| 1.2 | necessary application?      |       |                         |
| 9** | Section 508 Final Rule      |       |                         |
|     | 1194.22 (m)*                |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Further, does the plug-in  |       |                         |
| *1. | or applet itself comply     |       |                         |
| 1.3 | with the Software           |       |                         |
| 0** | Applications and Operating  |       |                         |
|     | Systems Accessibility       |       |                         |
|     | requirements? Section 508   |       |                         |
|     | Final Rule 1194.22 (m)*     |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Is the solution usable     |       |                         |
| *1. | when scripts, applets, or   |       |                         |
| 1.3 | other programmatic objects  |       |                         |
| 1** | are turned off, or not      |       |                         |
|     | supported? Section 508      |       |                         |
|     | Final Rule 1194.22 (m)*     |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Does the solution          |       |                         |
| *1. | integrate with the best of  |       |                         |
| 2** | breed 3rd party             |       |                         |
|     | applications for Section    |       |                         |
|     | 508 compliance? Please      |       |                         |
|     | describe the integration    |       |                         |
|     | steps as well as the        |       |                         |
|     | overall integration model   |       |                         |
|     | and process.*               |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | **Legislative Standards /   |       |                         |
| 2** | Enterprise Architecture**   |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Does the solution meet     |       |                         |
| *2. | Federal standards for       |       |                         |
| 1** | Enterprise Architectures?*  |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | **Administration /          |       |                         |
| 3** | Consoles**                  |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Does the solution provide  |       |                         |
| *3. | administrative tools for    |       |                         |
| 1** | managing the solution?      |       |                         |
|     | Please describe the tools   |       |                         |
|     | available. Specifically,    |       |                         |
|     | does the solution provide   |       |                         |
|     | web-based consoles?*        |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Does the solution provide  |       |                         |
| *3. | a single administrative     |       |                         |
| 2** | view of the enterprise and  |       |                         |
|     | workgroup portals? Please   |       |                         |
|     | describe.*                  |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | **Administration / Access   |       |                         |
| 4** | Controls**                  |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Does the solution provide  |       |                         |
| *4. | maintenance tools for user  |       |                         |
| 1** | permissions and access      |       |                         |
|     | rights? Please describe.*   |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | **Administration / Batch**  |       |                         |
| 5** |                             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Does the solution provide  |       |                         |
| *5. | batch job capabilities for  |       |                         |
| 1** | administrative tasks? What  |       |                         |
|     | administrative processes    |       |                         |
|     | can be accomplished through |       |                         |
|     | batch routines? Please      |       |                         |
|     | describe.*                  |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | **Application               |       |                         |
| 6** | Programmability / Open      |       |                         |
|     | Systems Integration &       |       |                         |
|     | APIs**                      |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Does the solution provide  |       |                         |
| *6. | open, fully documented APIs |       |                         |
| 1** | to facilitate custom        |       |                         |
|     | development /               |       |                         |
|     | modifications? Describe     |       |                         |
|     | these APIs and the areas    |       |                         |
|     | open to custom              |       |                         |
|     | development/modification.*  |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *What programming           |       |                         |
| *6. | languages, such as Java,    |       |                         |
| 2** | C++, Visual Basic, are      |       |                         |
|     | supported by the            |       |                         |
|     | solution\'s API\'s?*        |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Does the solution provide  |       |                         |
| *6. | integrated development      |       |                         |
| 3** | environment tools for the   |       |                         |
|     | design, development and     |       |                         |
|     | storage management of       |       |                         |
|     | custom components for the   |       |                         |
|     | solution? Please describe   |       |                         |
|     | these tools, including      |       |                         |
|     | features, languages         |       |                         |
|     | supported, code             |       |                         |
|     | verification mechanisms,    |       |                         |
|     | code snippets, etc. In      |       |                         |
|     | addition, what technical    |       |                         |
|     | training is required for    |       |                         |
|     | these tools, and are any    |       |                         |
|     | training options available  |       |                         |
|     | for the tools?*             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Does the solution support  |       |                         |
| *6. | any 3rd party integrated    |       |                         |
| 4** | development environment     |       |                         |
|     | tools? Please list the      |       |                         |
|     | supported IDE\'s, and       |       |                         |
|     | necessary steps for         |       |                         |
|     | integrating these tools     |       |                         |
|     | with the development        |       |                         |
|     | environment.*               |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Does the solution offer a  |       |                         |
| *6. | catalogue of pre-developed  |       |                         |
| 5** | portlets and integration    |       |                         |
|     | components for solution     |       |                         |
|     | customers? Please describe  |       |                         |
|     | all the pre-developed       |       |                         |
|     | portlets and integration    |       |                         |
|     | components available.*      |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | **Application               |       |                         |
| 7** | Programmability /           |       |                         |
|     | Configuration**             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *What options are there for |       |                         |
| *7. | customization via           |       |                         |
| 1** | modification of             |       |                         |
|     | configuration properties?   |       |                         |
|     | Please list all options.    |       |                         |
|     | What configuration tools    |       |                         |
|     | are available?*             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | **Authentication &          |       |                         |
| 8** | Authorization /             |       |                         |
|     | Integration**               |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Can the solution integrate |       |                         |
| *8. | with a third party or       |       |                         |
| 1** | external authentication     |       |                         |
|     | system? Please describe     |       |                         |
|     | what authentication systems |       |                         |
|     | it can integrate with, and  |       |                         |
|     | how the integration is      |       |                         |
|     | handled.*                   |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Does the solution          |       |                         |
| *8. | integrate with LDAP or      |       |                         |
| 2** | Active Directory? Please    |       |                         |
|     | provide thorough details    |       |                         |
|     | regarding the integration   |       |                         |
|     | with these types of         |       |                         |
|     | applications and solutions  |       |                         |
|     | supported as well as the    |       |                         |
|     | overall integration model   |       |                         |
|     | and process.*               |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | **Authentication &          |       |                         |
| 9** | Authorization / User        |       |                         |
|     | Management**                |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Does the solution provide  |       |                         |
| *9. | an authorization framework? |       |                         |
| 1** | Please describe this        |       |                         |
|     | framework in full,          |       |                         |
|     | especially as it relates to |       |                         |
|     | roles, rights, user, group  |       |                         |
|     | and permissions management  |       |                         |
|     | and user accessibility to   |       |                         |
|     | content based on these      |       |                         |
|     | attributes.*                |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Does the authorization     |       |                         |
| *9. | framework support a         |       |                         |
| 2** | hierarchy approach to       |       |                         |
|     | permissions and rights?     |       |                         |
|     | Please describe.*           |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **1 | **Authentication &          |       |                         |
| 0** | Authorization / Single Sign |       |                         |
|     | On**                        |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution          |       |                         |
| 10. | integrate with              |       |                         |
| 1** | single-sign-on              |       |                         |
|     | applications? Please        |       |                         |
|     | provide thorough details    |       |                         |
|     | regarding the integration   |       |                         |
|     | with these types of         |       |                         |
|     | applications and solutions  |       |                         |
|     | supported as well as the    |       |                         |
|     | overall integration model   |       |                         |
|     | and process.*               |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution support  |       |                         |
| 10. | single-sign-on              |       |                         |
| 2** | capabilities? Please        |       |                         |
|     | provide thorough details    |       |                         |
|     | regarding the support       |       |                         |
|     | provided for single-sign-on |       |                         |
|     | and features available.*    |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **1 | **Collaboration /           |       |                         |
| 1** | Community**                 |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution provide  |       |                         |
| 11. | creation, maintenance and   |       |                         |
| 1** | support for web-based user  |       |                         |
|     | group communities with      |       |                         |
|     | access to shared content,   |       |                         |
|     | calendars, discussion       |       |                         |
|     | boards, chat rooms and      |       |                         |
|     | online meeting rooms with   |       |                         |
|     | web cam, whiteboard and     |       |                         |
|     | application support         |       |                         |
|     | facility? Please describe.* |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution          |       |                         |
| 11. | integrate with 3rd party    |       |                         |
| 2** | Community tools? If so, how |       |                         |
|     | is the integration          |       |                         |
|     | accomplished? Please        |       |                         |
|     | provide details regarding   |       |                         |
|     | the integration steps and   |       |                         |
|     | the overall integration     |       |                         |
|     | methodology?*               |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **1 | **Collaboration /           |       |                         |
| 2** | Integration**               |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution          |       |                         |
| 12. | integrate with third party  |       |                         |
| 1** | collaborative content from  |       |                         |
|     | applications such as Lotus  |       |                         |
|     | Notes, Microsoft Exchange,  |       |                         |
|     | etc? Please provide details |       |                         |
|     | regarding the integration   |       |                         |
|     | steps and the overall       |       |                         |
|     | integration methodology.*   |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution          |       |                         |
| 12. | integrate with content      |       |                         |
| 2** | sources to allow real-time  |       |                         |
|     | sharing of information?     |       |                         |
|     | Please provide details      |       |                         |
|     | regarding the integration   |       |                         |
|     | steps and the overall       |       |                         |
|     | integration methodology.*   |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **1 | **Collaboration / Portal    |       |                         |
| 3** | Web Services & Peer to      |       |                         |
|     | Peer**                      |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution          |       |                         |
| 13. | integrate with 3rd party    |       |                         |
| 1** | Peer to Peer tools? If so,  |       |                         |
|     | how is the integration      |       |                         |
|     | accomplished? Please        |       |                         |
|     | provide details regarding   |       |                         |
|     | the integration steps and   |       |                         |
|     | the overall integration     |       |                         |
|     | methodology.*               |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **1 | **Collaboration /           |       |                         |
| 4** | Partners**                  |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution provide  |       |                         |
| 14. | Integration with business   |       |                         |
| 1** | partner                     |       |                         |
|     | applications/portals to     |       |                         |
|     | enable creation of          |       |                         |
|     | eCommunities? Please        |       |                         |
|     | describe.*                  |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **1 | **Execution Architecture /  |       |                         |
| 5** | Best Practices**            |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution support  |       |                         |
| 15. | an n-tier architecture?     |       |                         |
| 1** | Please describe the         |       |                         |
|     | different layers of the     |       |                         |
|     | architecture.*              |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Is the presentation layer  |       |                         |
| 15. | of the solution web-based   |       |                         |
| 2** | and fully compliant with    |       |                         |
|     | standard browsers? Please   |       |                         |
|     | describe.*                  |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution support  |       |                         |
| 15. | multiple application web    |       |                         |
| 3** | sites deployed from the     |       |                         |
|     | same instance of the Portal |       |                         |
|     | solution? Please describe   |       |                         |
|     | what is necessary to        |       |                         |
|     | accomplish this             |       |                         |
|     | arrangement.*               |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution support  |       |                         |
| 15. | multiple servers hosting    |       |                         |
| 4** | various parts of a single   |       |                         |
|     | web site? Please describe   |       |                         |
|     | what is necessary to        |       |                         |
|     | accomplish this             |       |                         |
|     | arrangement.*               |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution support  |       |                         |
| 15. | distributed data/content    |       |                         |
| 5** | repositories? Please        |       |                         |
|     | describe.*                  |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the architecture rely |       |                         |
| 15. | on a component-based        |       |                         |
| 6** | approach? Please describe.* |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Is the solution platform   |       |                         |
| 15. | independent? What platforms |       |                         |
| 7** | does the solution support?  |       |                         |
|     | Please describe.*           |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the architecture      |       |                         |
| 15. | support standard XML based  |       |                         |
| 8** | data interchange as well as |       |                         |
|     | independent platforms?      |       |                         |
|     | Please describe.*           |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution provide  |       |                         |
| 15. | the ability to perform      |       |                         |
| 9** | standard SQL queries on     |       |                         |
|     | content and meta data?      |       |                         |
|     | Please describe.*           |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **1 | *Does the solution provide  |       |                         |
| 5.1 | support for low-bandwidth   |       |                         |
| 0** | users? Please describe.*    |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **1 | *Does the architecture      |       |                         |
| 5.1 | support caching? Please     |       |                         |
| 1** | describe caching            |       |                         |
|     | algorithm.*                 |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **1 | *Does the solution support  |       |                         |
| 5.1 | flexible caching at various |       |                         |
| 2** | application levels (query,  |       |                         |
|     | content, profile            |       |                         |
|     | information, portlet)?      |       |                         |
|     | Please describe.*           |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **1 | *Can the solution vendor    |       |                         |
| 5.1 | recommend an architecture   |       |                         |
| 3** | that encompasses Portal,    |       |                         |
|     | Web Content Management and  |       |                         |
|     | Document Management         |       |                         |
|     | capabilities? Please        |       |                         |
|     | describe your recommended   |       |                         |
|     | architecture for both a     |       |                         |
|     | basic deployment as well as |       |                         |
|     | an enterprise wide          |       |                         |
|     | deployment. Include in your |       |                         |
|     | description hardware,       |       |                         |
|     | software and bandwidth      |       |                         |
|     | specifications as well as   |       |                         |
|     | recommended database        |       |                         |
|     | applications.*              |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **1 | **Execution Architecture /  |       |                         |
| 6** | Multimedia**                |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution support  |       |                         |
| 16. | multimedia content? Please  |       |                         |
| 1** | describe.*                  |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution support  |       |                         |
| 16. | the deployment of           |       |                         |
| 2** | multimedia content to       |       |                         |
|     | distributed servers? Please |       |                         |
|     | describe.*                  |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **1 | **Execution Architecture /  |       |                         |
| 7** | Interoperability**          |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution support  |       |                         |
| 17. | open standards for          |       |                         |
| 1** | integration and             |       |                         |
|     | interoperability? Does the  |       |                         |
|     | solution support Web        |       |                         |
|     | Services, XML, Java, etc?   |       |                         |
|     | Please describe in detail.* |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution          |       |                         |
| 17. | interoperate with different |       |                         |
| 2** | vendors' portals solutions? |       |                         |
|     | Please describe how         |       |                         |
|     | interoperation is           |       |                         |
|     | achieved.*                  |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **1 | **Execution Architecture /  |       |                         |
| 8** | User Access**               |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution support  |       |                         |
| 18. | communication across a      |       |                         |
| 1** | firewall? Please describe   |       |                         |
|     | how such communication is   |       |                         |
|     | facilitated.*               |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **1 | **Execution Architecture /  |       |                         |
| 9** | Integration**               |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution provide  |       |                         |
| 19. | a vendor neutral framework  |       |                         |
| 1** | for integrating with third  |       |                         |
|     | party applications and      |       |                         |
|     | systems, such as CRM, etc.  |       |                         |
|     | Please provide details      |       |                         |
|     | regarding the integration   |       |                         |
|     | steps and the overall       |       |                         |
|     | integration methodology.*   |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution          |       |                         |
| 19. | integrate with databases?   |       |                         |
| 2** | Please provide details      |       |                         |
|     | regarding the integration   |       |                         |
|     | steps and the overall       |       |                         |
|     | integration methodology for |       |                         |
|     | integration with databases. |       |                         |
|     | Specifically, what          |       |                         |
|     | databases does the solution |       |                         |
|     | integrate with?*            |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution use any  |       |                         |
| 19. | databases for basic         |       |                         |
| 3** | functionality, such as      |       |                         |
|     | session management? What    |       |                         |
|     | databases are required for  |       |                         |
|     | the solution to operate,    |       |                         |
|     | and what databases can be   |       |                         |
|     | substituted for these       |       |                         |
|     | purposes? What steps are    |       |                         |
|     | necessary for integration   |       |                         |
|     | in the event that a         |       |                         |
|     | database is substituted?    |       |                         |
|     | Please describe.*           |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution          |       |                         |
| 19. | integrate with Enterprise   |       |                         |
| 4** | Resource Planning systems?  |       |                         |
|     | Please provide details      |       |                         |
|     | regarding the integration   |       |                         |
|     | steps and the overall       |       |                         |
|     | integration methodology for |       |                         |
|     | integration with ERP        |       |                         |
|     | systems. Specifically, what |       |                         |
|     | ERP systems does the        |       |                         |
|     | solution integrate with?*   |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution          |       |                         |
| 19. | integrate with large        |       |                         |
| 5** | storage systems? Please     |       |                         |
|     | provide details regarding   |       |                         |
|     | the integration steps and   |       |                         |
|     | the overall integration     |       |                         |
|     | methodology.*               |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution          |       |                         |
| 19. | integrate with email        |       |                         |
| 6** | applications? Please        |       |                         |
|     | provide details regarding   |       |                         |
|     | the integration steps and   |       |                         |
|     | the overall integration     |       |                         |
|     | methodology.*               |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution provide  |       |                         |
| 19. | ready made extension        |       |                         |
| 7** | components for integrating  |       |                         |
|     | with back-end applications  |       |                         |
|     | such as CRM, databases,     |       |                         |
|     | RDBS databases, email,      |       |                         |
|     | legacy systems, ERP         |       |                         |
|     | systems, etc? Please        |       |                         |
|     | describe how these          |       |                         |
|     | components are deployed,    |       |                         |
|     | integration steps           |       |                         |
|     | necessary, and what         |       |                         |
|     | components are available.*  |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution          |       |                         |
| 19. | integrate with Web Content  |       |                         |
| 8** | Management applications for |       |                         |
|     | delivering content to the   |       |                         |
|     | user? Please describe how   |       |                         |
|     | the integration is          |       |                         |
|     | performed; what steps are   |       |                         |
|     | necessary to complete       |       |                         |
|     | integration; and the        |       |                         |
|     | overall integration         |       |                         |
|     | methodology. In addition,   |       |                         |
|     | please list the Web Content |       |                         |
|     | Management applications     |       |                         |
|     | that the solution           |       |                         |
|     | integrates with.*           |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution          |       |                         |
| 19. | integrate with Document     |       |                         |
| 9** | Management and Records      |       |                         |
|     | Management applications for |       |                         |
|     | delivering documents and    |       |                         |
|     | records to the user? Please |       |                         |
|     | describe how the            |       |                         |
|     | integration is performed;   |       |                         |
|     | what steps are necessary to |       |                         |
|     | complete integration; and   |       |                         |
|     | the overall integration     |       |                         |
|     | methodology. In addition,   |       |                         |
|     | please list the Document    |       |                         |
|     | Management and Records      |       |                         |
|     | Management applications     |       |                         |
|     | that the solution           |       |                         |
|     | integrates with.*           |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **1 | *Does the solution provide  |       |                         |
| 9.1 | an application server?      |       |                         |
| 0** | Please describe the         |       |                         |
|     | available application       |       |                         |
|     | server.*                    |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **1 | *Does the solution          |       |                         |
| 9.1 | support/integrate with 3rd  |       |                         |
| 1** | party application server    |       |                         |
|     | providers? Please describe  |       |                         |
|     | the necessary configuration |       |                         |
|     | and/or integration          |       |                         |
|     | procedures necessary to     |       |                         |
|     | support/integrate with 3rd  |       |                         |
|     | party application servers.  |       |                         |
|     | In addition, please list    |       |                         |
|     | the available 3rd party     |       |                         |
|     | application servers the     |       |                         |
|     | solution                    |       |                         |
|     | supports/integrates with.*  |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **2 | **Features Set / User       |       |                         |
| 0** | Access**                    |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution support  |       |                         |
| 20. | multiple languages for      |       |                         |
| 1** | display? Does the solution  |       |                         |
|     | support UTF-8, UTF-16, and  |       |                         |
|     | UNICODE character sets?     |       |                         |
|     | Please describe.*           |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **2 | **Feature Set / Workflow**  |       |                         |
| 1** |                             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution support  |       |                         |
| 21. | automated Workflow          |       |                         |
| 1** | Management? Please          |       |                         |
|     | describe.*                  |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **2 | **Metric Reporting /        |       |                         |
| 2** | Consoles**                  |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution provide  |       |                         |
| 22. | metric reporting tools?     |       |                         |
| 1** | Please describe these       |       |                         |
|     | tools. .*                   |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution provide  |       |                         |
| 22. | reporting metrics based on  |       |                         |
| 2** | user profile segmentation,  |       |                         |
|     | such as user                |       |                         |
|     | categorization, content     |       |                         |
|     | consumption, and portlet    |       |                         |
|     | use? Please describe.*      |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution          |       |                         |
| 22. | integrate with third party  |       |                         |
| 3** | metric reporting tools?     |       |                         |
|     | Please describe how this    |       |                         |
|     | integration is achieved and |       |                         |
|     | what metrics are            |       |                         |
|     | available.*                 |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **2 | **Operations / Management** |       |                         |
| 3** |                             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution allow    |       |                         |
| 23. | for solution upgrades on    |       |                         |
| 1** | top of existing versions?   |       |                         |
|     | Does the solution support   |       |                         |
|     | backward compatibility for  |       |                         |
|     | all future upgrades with    |       |                         |
|     | regards to custom made      |       |                         |
|     | components based on         |       |                         |
|     | existing solution APIs?     |       |                         |
|     | Please describe the upgrade |       |                         |
|     | policy of the solution.*    |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution vendor   |       |                         |
| 23. | offer automatic             |       |                         |
| 2** | notifications to solution   |       |                         |
|     | administrators regarding    |       |                         |
|     | updates, bug fixes or new   |       |                         |
|     | versions? Does the solution |       |                         |
|     | offer automatic upgrade     |       |                         |
|     | installation procedures?    |       |                         |
|     | Please describe.*           |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution provide  |       |                         |
| 23. | operations management       |       |                         |
| 3** | utilities, such as          |       |                         |
|     | mechanisms for archiving    |       |                         |
|     | and purging content and     |       |                         |
|     | other automated tools?      |       |                         |
|     | Please describe.*           |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution provide  |       |                         |
| 23. | automated monitoring tools? |       |                         |
| 4** | Please describe.*           |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the network           |       |                         |
| 23. | management of the solution  |       |                         |
| 5** | integrate with mainstream   |       |                         |
|     | network management          |       |                         |
|     | solutions? Please           |       |                         |
|     | describe.*                  |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **2 | **Scalability & Performance |       |                         |
| 4** | / Performance**             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *What is the minimum        |       |                         |
| 24. | response time/page displays |       |                         |
| 1** | for: -- Note: please        |       |                         |
|     | provide details regarding   |       |                         |
|     | the hardware, software and  |       |                         |
|     | bandwidth specifications    |       |                         |
|     | required for all the        |       |                         |
|     | following data points.      |       |                         |
|     | **\*For the purpose of this |       |                         |
|     | document, registered        |       |                         |
|     | concurrent user/system is   |       |                         |
|     | defined as the number of    |       |                         |
|     | authenticated users that    |       |                         |
|     | perform an action against   |       |                         |
|     | the system at the exact     |       |                         |
|     | same time.***               |       |                         |
|     |                             |       |                         |
|     | ***\*For the purpose of     |       |                         |
|     | this document, unregistered |       |                         |
|     | concurrent user/system is   |       |                         |
|     | defined as the number of    |       |                         |
|     | unauthenticated users that  |       |                         |
|     | perform an action against   |       |                         |
|     | the system at the exact     |       |                         |
|     | same time.***               |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *100 concurrent registered  |       |                         |
| *24 | users?*                     |       |                         |
| .1. |                             |       |                         |
| 1** |                             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *500 concurrent registered  |       |                         |
| *24 | users?*                     |       |                         |
| .1. |                             |       |                         |
| 2** |                             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *1000 concurrent registered |       |                         |
| *24 | users?*                     |       |                         |
| .1. |                             |       |                         |
| 3** |                             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *2000 concurrent registered |       |                         |
| *24 | users?*                     |       |                         |
| .1. |                             |       |                         |
| 4** |                             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *100 concurrent             |       |                         |
| *24 | unregistered users?*        |       |                         |
| .1. |                             |       |                         |
| 5** |                             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *500 concurrent             |       |                         |
| *24 | unregistered users?*        |       |                         |
| .1. |                             |       |                         |
| 6** |                             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *1000 concurrent            |       |                         |
| *24 | unregistered users?*        |       |                         |
| .1. |                             |       |                         |
| 7** |                             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *2000 concurrent            |       |                         |
| *24 | unregistered users?*        |       |                         |
| .1. |                             |       |                         |
| 8** |                             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Given a maximum acceptable |       |                         |
| 24. | response time per page of 3 |       |                         |
| 2** | seconds, please describe    |       |                         |
|     | the necessary hardware,     |       |                         |
|     | software and bandwidth      |       |                         |
|     | specifications, as well as  |       |                         |
|     | the file size for the       |       |                         |
|     | downloaded files, required  |       |                         |
|     | to meet such a requirement  |       |                         |
|     | for the following data      |       |                         |
|     | points:*                    |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *100 registered concurrent  |       |                         |
| *24 | users?*                     |       |                         |
| .2. |                             |       |                         |
| 1** |                             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *500 registered concurrent  |       |                         |
| *24 | users?*                     |       |                         |
| .2. |                             |       |                         |
| 2** |                             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *1000 registered concurrent |       |                         |
| *24 | users?*                     |       |                         |
| .2. |                             |       |                         |
| 3** |                             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *2000 registered concurrent |       |                         |
| *24 | users?*                     |       |                         |
| .2. |                             |       |                         |
| 4** |                             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *100 unregistered           |       |                         |
| *24 | concurrent users?*          |       |                         |
| .2. |                             |       |                         |
| 5** |                             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *500 unregistered           |       |                         |
| *24 | concurrent users?*          |       |                         |
| .2. |                             |       |                         |
| 6** |                             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *1000 unregistered          |       |                         |
| *24 | concurrent users?*          |       |                         |
| .2. |                             |       |                         |
| 7** |                             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *2000 unregistered          |       |                         |
| *24 | concurrent users?*          |       |                         |
| .2. |                             |       |                         |
| 8** |                             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *What is the maximum number |       |                         |
| 24. | of portlets concurrently    |       |                         |
| 3** | deployable per page? Please |       |                         |
|     | describe.*                  |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **2 | **Scalability & Performance |       |                         |
| 5** | / Reliability**             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution support  |       |                         |
| 25. | the deployment of a single  |       |                         |
| 1** | application web site from   |       |                         |
|     | multiple Portal instances   |       |                         |
|     | in different locations?     |       |                         |
|     | Please describe.*           |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution provide  |       |                         |
| 25. | load-balancing              |       |                         |
| 2** | capabilities? Please        |       |                         |
|     | describe the load-balancing |       |                         |
|     | capabilities for all tiers  |       |                         |
|     | of the solution,            |       |                         |
|     | implementation steps        |       |                         |
|     | required to achieve a       |       |                         |
|     | robust load-balancing       |       |                         |
|     | system, and maintenance     |       |                         |
|     | tools for load balancing.*  |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution          |       |                         |
| 25. | integrate with / support    |       |                         |
| 3** | 3rd party load balancing    |       |                         |
|     | hardware and software       |       |                         |
|     | applications? Please        |       |                         |
|     | provide a list of hardware  |       |                         |
|     | and software applications   |       |                         |
|     | supported and the overall   |       |                         |
|     | integration policy and      |       |                         |
|     | steps.*                     |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution support  |       |                         |
| 25. | the notion of fault         |       |                         |
| 4** | tolerance or fail-over?     |       |                         |
|     | Please describe how fault   |       |                         |
|     | tolerance or fail-over is   |       |                         |
|     | achieved.*                  |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution provide  |       |                         |
| 25. | uninterrupted backup and    |       |                         |
| 5** | recovery? What 3rd party    |       |                         |
|     | backup and recovery tools   |       |                         |
|     | does the solution interface |       |                         |
|     | with? Please describe       |       |                         |
|     | integration steps and       |       |                         |
|     | procedures and the overall  |       |                         |
|     | integration model.*         |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **2 | **Scalability & Performance |       |                         |
| 6** | / Scalability**             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Provide information about  |       |                         |
| 26. | the scalability of your     |       |                         |
| 1** | system. Your description is |       |                         |
|     | not limited to, but must    |       |                         |
|     | include at least the        |       |                         |
|     | following statistics:       |       |                         |
|     | (Provide the value that is  |       |                         |
|     | the lesser of the           |       |                         |
|     | theoretical limit and the   |       |                         |
|     | actual maximum value that   |       |                         |
|     | is in production) -- Note:  |       |                         |
|     | please provide details      |       |                         |
|     | regarding the hardware,     |       |                         |
|     | software and bandwidth      |       |                         |
|     | specifications required for |       |                         |
|     | all the following data      |       |                         |
|     | points.*                    |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Maximum number of          |       |                         |
| *26 | concurrent registered       |       |                         |
| .1. | users/system.*              |       |                         |
| 1** |                             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Maximum number of          |       |                         |
| *26 | concurrent unregistered     |       |                         |
| .1. | users/system.*              |       |                         |
| 2** |                             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Maximum number of          |       |                         |
| *26 | transactions per second*    |       |                         |
| .1. |                             |       |                         |
| 3** |                             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Maximum number of          |       |                         |
| *26 | concurrent distributed      |       |                         |
| .1. | databases supported*        |       |                         |
| 4** |                             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| *   | *Maximum number of          |       |                         |
| *26 | concurrent application      |       |                         |
| .1. | servers*                    |       |                         |
| 5** |                             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *What overhead is added to  |       |                         |
| 26. | the base operating system   |       |                         |
| 2** | servers by the solution?*   |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **2 | **Search Engines /          |       |                         |
| 7** | Integration**               |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Is the solution capable of |       |                         |
| 27. | integrating with existing   |       |                         |
| 1** | search engines, including   |       |                         |
|     | FirstGov.gov? What search   |       |                         |
|     | engine sites and search     |       |                         |
|     | engine applications does    |       |                         |
|     | the solution support and/or |       |                         |
|     | integrate with? Please      |       |                         |
|     | describe details regarding  |       |                         |
|     | integration steps and       |       |                         |
|     | overall integration         |       |                         |
|     | methodology.*               |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution          |       |                         |
| 27. | integrate with Document     |       |                         |
| 2** | Management applications for |       |                         |
|     | content retrieval and       |       |                         |
|     | indexing? Please describe   |       |                         |
|     | the integration steps and   |       |                         |
|     | the overall integration     |       |                         |
|     | methodology for integration |       |                         |
|     | with Document Management    |       |                         |
|     | systems. Specifically, what |       |                         |
|     | Document Management         |       |                         |
|     | applications does the       |       |                         |
|     | solution integrate with?*   |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution          |       |                         |
| 27. | integrate with Web Content  |       |                         |
| 3** | Management applications for |       |                         |
|     | content retrieval and       |       |                         |
|     | indexing? Please describe   |       |                         |
|     | the integration steps and   |       |                         |
|     | the overall integration     |       |                         |
|     | methodology for integration |       |                         |
|     | with Web Content Management |       |                         |
|     | systems. Specifically, what |       |                         |
|     | Web Content Management      |       |                         |
|     | applications does the       |       |                         |
|     | solution integrate with?*   |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution          |       |                         |
| 27. | integrate with dynamic data |       |                         |
| 4** | repositories, such as       |       |                         |
|     | relational databases or ERP |       |                         |
|     | systems, for content        |       |                         |
|     | retrieval and indexing?     |       |                         |
|     | Please describe the         |       |                         |
|     | integration steps and the   |       |                         |
|     | overall integration         |       |                         |
|     | methodology for integration |       |                         |
|     | with dynamic data           |       |                         |
|     | repositories. Specifically, |       |                         |
|     | what dynamic data           |       |                         |
|     | repositories does the       |       |                         |
|     | solution integrate with?*   |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the search solution   |       |                         |
| 27. | index content for           |       |                         |
| 5** | retrieval? Please describe  |       |                         |
|     | how the solution indexes    |       |                         |
|     | content from disparate      |       |                         |
|     | content repositories and/or |       |                         |
|     | replication procedures      |       |                         |
|     | across the enterprise.*     |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **2 | **Security / Architecture** |       |                         |
| 8** |                             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Does the solution enable   |       |                         |
| 28. | transmission of content     |       |                         |
| 1** | over secure connections?    |       |                         |
|     | Please describe.*           |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Please explain the         |       |                         |
| 28. | security architecture of    |       |                         |
| 2** | the solution*               |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *How are transactions       |       |                         |
| 28. | across the network          |       |                         |
| 3** | encrypted?*                 |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **2 | **Security /                |       |                         |
| 9** | Administration**            |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *What aspects/components of |       |                         |
| 29. | the systems can be: (please |       |                         |
| 1** | be detailed including the   |       |                         |
|     | interface used)*            |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Managed?*                  |       |                         |
| 29. |                             |       |                         |
| 2** |                             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Monitored?*                |       |                         |
| 29. |                             |       |                         |
| 3** |                             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *Logged?*                   |       |                         |
| 29. |                             |       |                         |
| 4** |                             |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *What kind of reporting     |       |                         |
| 29. | capabilities does the       |       |                         |
| 4** | solution offer?*            |       |                         |
+-----+-----------------------------+-------+-------------------------+
| **  | *What reporting tools are   |       |                         |
| 29. | integrated with the         |       |                         |
| 5** | solution?*                  |       |                         |
+-----+-----------------------------+-------+-------------------------+

#  Web Content Management

## Functional {#functional .unnumbered}

+-----+---------------------------+-------+---------------------------+
| **\ | **QUESTION**              | **SC  | **DETAILED RESPONSE**     |
| #** |                           | ORE** |                           |
+=====+===========================+=======+===========================+
| **  | **Accessibility**         |       |                           |
| 1** |                           |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product support |       |                           |
| *1. | accessibility via various |       |                           |
| 1** | browser types?*           |       |                           |
|     |                           |       |                           |
|     | *If so, please list all   |       |                           |
|     | browsers and versions     |       |                           |
|     | that are compatible with  |       |                           |
|     | the product.*             |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product allow   |       |                           |
| *1. | users to access the       |       |                           |
| 2** | system from remote and    |       |                           |
|     | overseas locations?*      |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product require |       |                           |
| *1. | client-side software?*    |       |                           |
| 3** |                           |       |                           |
|     | *If so, what client-side  |       |                           |
|     | software does the product |       |                           |
|     | require?*                 |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product allow   |       |                           |
| *1. | users to work off-line?*  |       |                           |
| 4** |                           |       |                           |
|     | *If so, please explain    |       |                           |
|     | any product capabilities  |       |                           |
|     | that allow users to work  |       |                           |
|     | off-line.*                |       |                           |
|     |                           |       |                           |
|     | *Also, please explain any |       |                           |
|     | product limitations       |       |                           |
|     | experienced by allowing   |       |                           |
|     | users to work off-line.*  |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Is work conducted        |       |                           |
| *1. | off-line                  |       |                           |
| 5** | incorporated/synchronized |       |                           |
|     | with the on-line system?* |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | **Legislative Standards** |       |                           |
| 2** |                           |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product conform |       |                           |
| *2. | to the requirements of    |       |                           |
| 1** | any privacy legislation   |       |                           |
|     | enforced in the US?*      |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product conform |       |                           |
| *2. | to the requirements of    |       |                           |
| 2** | any privacy legislation   |       |                           |
|     | enforced by other         |       |                           |
|     | countries?*               |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product support |       |                           |
| *2. | the creation of web       |       |                           |
| 3** | content for a Section 508 |       |                           |
|     | compliant web site?*      |       |                           |
|     |                           |       |                           |
|     | *If so, what tools or     |       |                           |
|     | capabilities enable users |       |                           |
|     | to create Section 508     |       |                           |
|     | compliant content?*       |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product support |       |                           |
| *2. | the ability to create     |       |                           |
| 4** | non-text content with     |       |                           |
|     | text equivalents?*        |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product provide |       |                           |
| *2. | the ability to create     |       |                           |
| 5** | multimedia                |       |                           |
|     | presentations?*           |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *If so, does the product  |       |                           |
| *2. | provide the ability to    |       |                           |
| 6** | create equivalent         |       |                           |
|     | alternatives for any      |       |                           |
|     | multimedia presentation   |       |                           |
|     | synchronized with the     |       |                           |
|     | presentation?*            |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product support |       |                           |
| *2. | the ability to create     |       |                           |
| 7** | content with all row and  |       |                           |
|     | column headers identified |       |                           |
|     | on data tables?*          |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product support |       |                           |
| *2. | the ability to use markup |       |                           |
| 8** | to associate data cells   |       |                           |
|     | and header cells for      |       |                           |
|     | content created with data |       |                           |
|     | tables that have two or   |       |                           |
|     | more logical levels of    |       |                           |
|     | row or column headers?*   |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product support |       |                           |
| *2. | creation of content that  |       |                           |
| 9** | would utilize scripting   |       |                           |
|     | languages to display      |       |                           |
|     | content?*                 |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *If so, does the script   |       |                           |
| 2.1 | provide the information   |       |                           |
| 0** | identified with           |       |                           |
|     | functional text so that   |       |                           |
|     | it can be read by         |       |                           |
|     | assistive technology?*    |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product require |       |                           |
| 2.1 | any applets, plug-ins, or |       |                           |
| 1** | other application to be   |       |                           |
|     | present on the user\'s    |       |                           |
|     | machine to interpret page |       |                           |
|     | content?*                 |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *If so, does the page     |       |                           |
| 2.1 | provide a link to the     |       |                           |
| 2** | necessary application?*   |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Further, does the        |       |                           |
| 2.1 | plug-in or applet itself  |       |                           |
| 3** | comply with the Software  |       |                           |
|     | Applications and          |       |                           |
|     | Operating Systems         |       |                           |
|     | Accessibility             |       |                           |
|     | requirements.*            |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Is the product usable    |       |                           |
| 2.1 | when scripts, applets, or |       |                           |
| 4** | other programmatic        |       |                           |
|     | objects are turned off,   |       |                           |
|     | or not supported?*        |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product have    |       |                           |
| 2.1 | the ability to address    |       |                           |
| 5** | any legal standards or    |       |                           |
|     | laws that relate to       |       |                           |
|     | dissemination,            |       |                           |
|     | publication and final     |       |                           |
|     | disposition, such as NARA |       |                           |
|     | standards?*               |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product support |       |                           |
| 2.1 | legislative standards for |       |                           |
| 6** | federal enterprise        |       |                           |
|     | architecture?*            |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | **Archival and Deletion   |       |                           |
| 3** | Administration**          |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the solution        |       |                           |
| *3. | provide notification      |       |                           |
| 1** | capabilities to alert     |       |                           |
|     | content                   |       |                           |
|     | owner                     |       |                           |
|     | s/managers/administrators |       |                           |
|     | of content needing to be  |       |                           |
|     | archived or deleted?*     |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | **Archival and Deletion   |       |                           |
| 4** | Process**                 |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product monitor |       |                           |
| *4. | the repository for        |       |                           |
| 1** | content that should be    |       |                           |
|     | archived or deleted?*     |       |                           |
|     |                           |       |                           |
|     | *If so, what tools or     |       |                           |
|     | capabilities are          |       |                           |
|     | available for monitoring  |       |                           |
|     | content needing to be     |       |                           |
|     | archived or deleted?*     |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product support |       |                           |
| *4. | the notification to the   |       |                           |
| 2** | authorized individual of  |       |                           |
|     | content needing to be     |       |                           |
|     | archived or deleted?*     |       |                           |
|     |                           |       |                           |
|     | *If so, how is the        |       |                           |
|     | content item that was     |       |                           |
|     | identified presented to   |       |                           |
|     | the authorized user?*     |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product support |       |                           |
| *4. | link management when      |       |                           |
| 3** | content that is linked or |       |                           |
|     | grouped is removed from   |       |                           |
|     | the repository?*          |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product provide |       |                           |
| *4. | the ability to give       |       |                           |
| 4** | specified users the       |       |                           |
|     | authority to override     |       |                           |
|     | content marked for        |       |                           |
|     | archival or deletion? If  |       |                           |
|     | so, how?*                 |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product allow   |       |                           |
| *4. | for flexible              |       |                           |
| 5** | customization of          |       |                           |
|     | automated processes for   |       |                           |
|     | archival and deletion?*   |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product provide |       |                           |
| *4. | the ability to define     |       |                           |
| 6** | automated archival and    |       |                           |
|     | deletion processes based  |       |                           |
|     | on content type?*         |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product manage  |       |                           |
| *4. | and schedule publication  |       |                           |
| 7** | and expiration dates of   |       |                           |
|     | web content? If so, how   |       |                           |
|     | is this achieved?*        |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Can the product manage   |       |                           |
| *4. | and schedule publication  |       |                           |
| 8** | and expiration dates of   |       |                           |
|     | web content via           |       |                           |
|     | meta-data?*               |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | **Archival and Deletion   |       |                           |
| 5** | Integration**             |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product support |       |                           |
| *5. | the integration with the  |       |                           |
| 1** | National Archives system  |       |                           |
|     | to support automatic      |       |                           |
|     | archiving of content?*    |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product notify  |       |                           |
| *5. | an integrated component,  |       |                           |
| 2** | such as a portal, that    |       |                           |
|     | content has been archived |       |                           |
|     | or removed from the       |       |                           |
|     | repository?*              |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product support |       |                           |
| *5. | the ability to 'export'   |       |                           |
| 3** | content that is managed   |       |                           |
|     | within the CMS to other   |       |                           |
|     | formats so that it can be |       |                           |
|     | modified and/or edited by |       |                           |
|     | users outside the CMS     |       |                           |
|     | system?*                  |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | **Content Categorization  |       |                           |
| 6** | & Meta-data**             |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Are users able to        |       |                           |
| *6. | categorize content using  |       |                           |
| 1** | a standard, structured    |       |                           |
|     | and customizable          |       |                           |
|     | vocabulary (taxonomy)?*   |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Do these categorizations |       |                           |
| *6. | support content delivery  |       |                           |
| 2** | and/or personalization?*  |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product support |       |                           |
| *6. | the categorization of     |       |                           |
| 3** | content via meta-data?*   |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product         |       |                           |
| *6. | identify content within   |       |                           |
| 4** | the system (i.e. unique   |       |                           |
|     | non-repeatable            |       |                           |
|     | identifier)?*             |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Do these categorizations |       |                           |
| *6. | support security          |       |                           |
| 5** | criteria?*                |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Are users able to add    |       |                           |
| *6. | categories to content?*   |       |                           |
| 6** |                           |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Are users able to modify |       |                           |
| *6. | categories of content?*   |       |                           |
| 7** |                           |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product require |       |                           |
| *6. | any standard/minimum      |       |                           |
| 8** | categories for content?*  |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Are users able to        |       |                           |
| *6. | customize meta-data for   |       |                           |
| 9** | categorization of         |       |                           |
|     | content?*                 |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product         |       |                           |
| 6.1 | identify a change in      |       |                           |
| 0** | category and/or meta-data |       |                           |
|     | as a change in content?*  |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *If so, does the system   |       |                           |
| 6.1 | create another version of |       |                           |
| 1** | the content?*             |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *If meta-data or          |       |                           |
| 6.1 | categories change on      |       |                           |
| 2** | content, does the content |       |                           |
|     | get republished to the    |       |                           |
|     | site automatically?*      |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product provide |       |                           |
| 6.1 | the ability to integrate  |       |                           |
| 3** | with existing             |       |                           |
|     | thesauruses/taxonomy      |       |                           |
|     | structures?*              |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | **Authoring and Authoring |       |                           |
| 7** | Tools**                   |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product have    |       |                           |
| *7. | the capability to ensure  |       |                           |
| 1** | that mandatory fields are |       |                           |
|     | populated before content  |       |                           |
|     | is published and/or       |       |                           |
|     | routed through workflow?* |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product support |       |                           |
| *7. | field validation?*        |       |                           |
| 2** |                           |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product support |       |                           |
| *7. | browser-based authoring?  |       |                           |
| 3** | If not, please explain    |       |                           |
|     | the product's approach to |       |                           |
|     | authoring.*               |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Can content be locked by |       |                           |
| *7. | an individual so that     |       |                           |
| 4** | data integrity is         |       |                           |
|     | maintained and no         |       |                           |
|     | conflicts occur if        |       |                           |
|     | concurrent editing is     |       |                           |
|     | experienced? (For the     |       |                           |
|     | purpose of this question, |       |                           |
|     | concurrent is defined as  |       |                           |
|     | the ability for users to  |       |                           |
|     | perform an action at the  |       |                           |
|     | exact same time)**.***    |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product support |       |                           |
| *7. | content                   |       |                           |
| 5** | creation/authoring using  |       |                           |
|     | existing desktop          |       |                           |
|     | applications such as      |       |                           |
|     | office productivity tools |       |                           |
|     | and HTML development      |       |                           |
|     | tools?*                   |       |                           |
|     |                           |       |                           |
|     | *If so, which             |       |                           |
|     | applications?*            |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product allow   |       |                           |
| *7. | non-technical authors to  |       |                           |
| 6** | contribute content to the |       |                           |
|     | web content management    |       |                           |
|     | system?*                  |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product support |       |                           |
| *7. | template-based            |       |                           |
| 7** | authoring?*               |       |                           |
|     |                           |       |                           |
|     | *If so, how does a change |       |                           |
|     | in a template affect      |       |                           |
|     | existing content based on |       |                           |
|     | the template that has     |       |                           |
|     | already been published?*  |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product provide |       |                           |
| *7. | customizable authoring    |       |                           |
| 8** | tools such as             |       |                           |
|     | spell-check, grammar      |       |                           |
|     | check and formatting?*    |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | **Content Composition**   |       |                           |
| 8** |                           |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product support |       |                           |
| *8. | the separation of web     |       |                           |
| 1** | content from              |       |                           |
|     | presentation?*            |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product support |       |                           |
| *8. | dynamic creation of web   |       |                           |
| 2** | content from different    |       |                           |
|     | content pieces?*          |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product support |       |                           |
| *8. | different                 |       |                           |
| 3** | content/file/media        |       |                           |
|     | types?*                   |       |                           |
|     |                           |       |                           |
|     | *If so, which types?*     |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | **Publishing**            |       |                           |
| 9** |                           |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product support |       |                           |
| *9. | the independent update of |       |                           |
| 1** | static content from that  |       |                           |
|     | of dynamic content?*      |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product support |       |                           |
| *9. | the ability to publish    |       |                           |
| 2** | content dynamically from  |       |                           |
|     | a content storage         |       |                           |
|     | system?*                  |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product support |       |                           |
| *9. | the ability to combine    |       |                           |
| 3** | content and presentation  |       |                           |
|     | at the time of request    |       |                           |
|     | (i.e. content is NOT      |       |                           |
|     | stored as a static web    |       |                           |
|     | page)?*                   |       |                           |
|     |                           |       |                           |
|     | *If so, how is this       |       |                           |
|     | accomplished?*            |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product support |       |                           |
| *9. | the ability to create     |       |                           |
| 4** | dynamic content from more |       |                           |
|     | than one content          |       |                           |
|     | repository or database?*  |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product support |       |                           |
| *9. | scheduled publishing of   |       |                           |
| 5** | content to the site?*     |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product support |       |                           |
| *9. | the scheduled publishing  |       |                           |
| 6** | of content from a         |       |                           |
|     | 'staging' area?*          |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product support |       |                           |
| *9. | ad-hoc or 'as needed'     |       |                           |
| 7** | publishing of content to  |       |                           |
|     | the site?*                |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product support |       |                           |
| *9. | the publishing of content |       |                           |
| 8** | in multiple languages?*   |       |                           |
+-----+---------------------------+-------+---------------------------+
| *   | *Does the product promote |       |                           |
| *9. | the re-use of web         |       |                           |
| 9** | content?*                 |       |                           |
|     |                           |       |                           |
|     | *If so, how?*             |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product support |       |                           |
| 9.1 | updating previously       |       |                           |
| 0** | published content?*       |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product support |       |                           |
| 9.1 | publishing as part of the |       |                           |
| 1** | workflow process?*        |       |                           |
+-----+---------------------------+-------+---------------------------+
| **1 | **Content Distribution**  |       |                           |
| 0** |                           |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product support |       |                           |
| 10. | consistent and controlled |       |                           |
| 1** | processes for             |       |                           |
|     | distributing/deploying    |       |                           |
|     | content from one source   |       |                           |
|     | to multiple channels?*    |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product support |       |                           |
| 10. | content delivery to 3rd   |       |                           |
| 2** | party distributors via    |       |                           |
|     | syndication or multiple   |       |                           |
|     | channels?*                |       |                           |
|     |                           |       |                           |
|     | *If so, what channels are |       |                           |
|     | supported for content     |       |                           |
|     | distribution?*            |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product support |       |                           |
| 10. | the process of            |       |                           |
| 3** | exchanging/sharing web    |       |                           |
|     | content between affiliate |       |                           |
|     | or partner web sites?*    |       |                           |
|     |                           |       |                           |
|     | *If so, how?*             |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product provide |       |                           |
| 10. | the ability to deliver    |       |                           |
| 4** | integrated content        |       |                           |
|     | creation capabilities     |       |                           |
|     | across business units?*   |       |                           |
+-----+---------------------------+-------+---------------------------+
| **1 | **Distribution and        |       |                           |
| 1** | Delivery Administration** |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product provide |       |                           |
| 11. | tools/capabilities to     |       |                           |
| 1** | monitor, track and report |       |                           |
|     | on content access         |       |                           |
|     | patterns within the       |       |                           |
|     | content management        |       |                           |
|     | system?*                  |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product provide |       |                           |
| 11. | the ability to track when |       |                           |
| 2** | new pages are added to    |       |                           |
|     | the content management    |       |                           |
|     | system?*                  |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Are tools/capabilities   |       |                           |
| 11. | available to users to     |       |                           |
| 3** | administer publishing of  |       |                           |
|     | content?*                 |       |                           |
+-----+---------------------------+-------+---------------------------+
| **1 | **Content Storage**       |       |                           |
| 2** |                           |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Can published content be |       |                           |
| 12. | managed via a centralized |       |                           |
| 1** | repository?*              |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Can archived content be  |       |                           |
| 12. | managed via a centralized |       |                           |
| 2** | repository?*              |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Can published content be |       |                           |
| 12. | managed in a              |       |                           |
| 3** | decentralized repository  |       |                           |
|     | model?*                   |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Can archived content be  |       |                           |
| 12. | managed in a              |       |                           |
| 4** | decentralized repository  |       |                           |
|     | model?*                   |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Can both published and   |       |                           |
| 12. | archived content be       |       |                           |
| 5** | managed centrally?*       |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the system provide  |       |                           |
| 12. | the ability to group or   |       |                           |
| 6** | link content?*            |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Are static and dynamic   |       |                           |
| 12. | content stored            |       |                           |
| 7** | separately?*              |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product         |       |                           |
| 12. | indicate duplicate copies |       |                           |
| 8** | of content to aid in      |       |                           |
|     | management of duplicates  |       |                           |
|     | or removal from the       |       |                           |
|     | system?*                  |       |                           |
|     |                           |       |                           |
|     | *If so, how?*             |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product support |       |                           |
| 12. | capabilities for          |       |                           |
| 9** | converting content to     |       |                           |
|     | records?*                 |       |                           |
+-----+---------------------------+-------+---------------------------+
| **1 | *Does the product allow   |       |                           |
| 2.1 | for content dates to be   |       |                           |
| 0** | locked once web content   |       |                           |
|     | has been defined as a     |       |                           |
|     | record within the         |       |                           |
|     | repository?*              |       |                           |
+-----+---------------------------+-------+---------------------------+
| **1 | *Does the product support |       |                           |
| 2.1 | the ability to restrict   |       |                           |
| 1** | changes to content that   |       |                           |
|     | have been designated as   |       |                           |
|     | records within the        |       |                           |
|     | repository?*              |       |                           |
+-----+---------------------------+-------+---------------------------+
| **1 | **Versioning**            |       |                           |
| 3** |                           |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product provide |       |                           |
| 13. | versioning capabilities?* |       |                           |
| 1** |                           |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Are available versions   |       |                           |
| 13. | of content displayed to   |       |                           |
| 2** | users?*                   |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Are the differences      |       |                           |
| 13. | between versions of       |       |                           |
| 3** | content indicated to      |       |                           |
|     | users?*                   |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Is content able to be    |       |                           |
| 13. | 'rolled-back' to previous |       |                           |
| 4** | versions?*                |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Are audit trails of      |       |                           |
| 13. | content maintained and    |       |                           |
| 5** | displayed to users?*      |       |                           |
|     |                           |       |                           |
|     | *If so, what data is      |       |                           |
|     | maintained in a content   |       |                           |
|     | audit trail?*             |       |                           |
+-----+---------------------------+-------+---------------------------+
| **1 | **Workflow                |       |                           |
| 4** | Administration**          |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Is content status        |       |                           |
| 14. | monitored throughout the  |       |                           |
| 1** | workflow process?*        |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Are automated alerts     |       |                           |
| 14. | supported when content is |       |                           |
| 2** | added to the workflow?*   |       |                           |
|     |                           |       |                           |
|     | *If so, what types of     |       |                           |
|     | notifications?*           |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Are automated alerts     |       |                           |
| 14. | supported when content is |       |                           |
| 3** | added or edited in the    |       |                           |
|     | workflow?*                |       |                           |
|     |                           |       |                           |
|     | *If so, what types of     |       |                           |
|     | notifications?*           |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Are automated alerts     |       |                           |
| 14. | supported when content is |       |                           |
| 4** | deleted from the          |       |                           |
|     | workflow?*                |       |                           |
|     |                           |       |                           |
|     | *If so, what types of     |       |                           |
|     | notifications?*           |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Are automated alerts     |       |                           |
| 14. | supported when content    |       |                           |
| 5** | progresses to the next    |       |                           |
|     | step in the workflow?*    |       |                           |
|     |                           |       |                           |
|     | *If so, what types of     |       |                           |
|     | notifications?*           |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product provide |       |                           |
| 14. | the ability for flexible  |       |                           |
| 6** | time dependent automated  |       |                           |
|     | escalation within the     |       |                           |
|     | workflow process?*        |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product provide |       |                           |
| 14. | the ability for flexible  |       |                           |
| 7** | rule based automated      |       |                           |
|     | escalation within the     |       |                           |
|     | workflow process (i.e. if |       |                           |
|     | an approver in the        |       |                           |
|     | workflow is out of the    |       |                           |
|     | office, content is        |       |                           |
|     | escalated to another user |       |                           |
|     | in the workflow to        |       |                           |
|     | continue processing of    |       |                           |
|     | content)?*                |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Are statistical          |       |                           |
| 14. | reporting capabilities    |       |                           |
| 8** | about workflow processes  |       |                           |
|     | supported?*               |       |                           |
|     |                           |       |                           |
|     | *If so, please explain    |       |                           |
|     | reporting capabilities.*  |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Are audit trails of the  |       |                           |
| 14. | workflow process          |       |                           |
| 9** | available to authorized   |       |                           |
|     | users?*                   |       |                           |
+-----+---------------------------+-------+---------------------------+
| **1 | *Does the product support |       |                           |
| 4.1 | time dependent reminders  |       |                           |
| 0** | to users within the       |       |                           |
|     | workflow process?*        |       |                           |
+-----+---------------------------+-------+---------------------------+
| **1 | *Does the product allow   |       |                           |
| 4.1 | changes in notification   |       |                           |
| 1** | type within the workflow  |       |                           |
|     | process (i.e. email       |       |                           |
|     | notification to IM)?*     |       |                           |
+-----+---------------------------+-------+---------------------------+
| **1 | *Does the product allow   |       |                           |
| 4.1 | authorized users to       |       |                           |
| 2** | customize workflow        |       |                           |
|     | processes?*               |       |                           |
+-----+---------------------------+-------+---------------------------+
| **1 | *Does the product allow   |       |                           |
| 4.1 | authorized users to reuse |       |                           |
| 3** | predefined workflow       |       |                           |
|     | processes within the      |       |                           |
|     | content management        |       |                           |
|     | system?*                  |       |                           |
+-----+---------------------------+-------+---------------------------+
| **1 | *Are administrators and   |       |                           |
| 4.1 | other authorized users    |       |                           |
| 4** | able to be notified of    |       |                           |
|     | alternates in the         |       |                           |
|     | workflow process?*        |       |                           |
+-----+---------------------------+-------+---------------------------+
| **1 | **Workflow**              |       |                           |
| 5** |                           |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Are multiple levels of   |       |                           |
| 15. | review and approval       |       |                           |
| 1** | supported in workflow     |       |                           |
|     | processes?*               |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product support |       |                           |
| 15. | content to be 'rejected'  |       |                           |
| 2** | and returned to a         |       |                           |
|     | previous step in the      |       |                           |
|     | workflow process?*        |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product support |       |                           |
| 15. | the approver to determine |       |                           |
| 3** | which previous step in    |       |                           |
|     | the workflow process the  |       |                           |
|     | 'rejected' content should |       |                           |
|     | be returned?*             |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product allow   |       |                           |
| 15. | designated users in the   |       |                           |
| 4** | workflow process to       |       |                           |
|     | define usage rights of    |       |                           |
|     | the content once approved |       |                           |
|     | to the repository (i.e.   |       |                           |
|     | update, view, and         |       |                           |
|     | archive)?*                |       |                           |
+-----+---------------------------+-------+---------------------------+
| **1 | **Advanced Workflow**     |       |                           |
| 6** |                           |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product provide |       |                           |
| 16. | the ability to create a   |       |                           |
| 1** | new version of existing   |       |                           |
|     | web content and require   |       |                           |
|     | the new version to go     |       |                           |
|     | through a review process  |       |                           |
|     | before it is published?*  |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Are designated users     |       |                           |
| 16. | able to override          |       |                           |
| 2** | predefined workflow       |       |                           |
|     | steps?*                   |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Are parallel workflow    |       |                           |
| 16. | processes supported?*     |       |                           |
| 3** |                           |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Are serial workflow      |       |                           |
| 16. | processes supported?*     |       |                           |
| 4** |                           |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Are combination parallel |       |                           |
| 16. | and serial workflow       |       |                           |
| 5** | processes supported?*     |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product allow   |       |                           |
| 16. | for comments and/or       |       |                           |
| 6** | annotations to be made to |       |                           |
|     | the submitted content     |       |                           |
|     | during creation?*         |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product have    |       |                           |
| 16. | the capability to include |       |                           |
| 7** | attachments in the        |       |                           |
|     | workflow process?*        |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Can authorized users     |       |                           |
| 16. | start workflow processes  |       |                           |
| 8** | 'ad-hoc'?*                |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Can workflow processes   |       |                           |
| 16. | be scheduled based on     |       |                           |
| 9** | content/category type     |       |                           |
|     | upon creation?*           |       |                           |
+-----+---------------------------+-------+---------------------------+
| **1 | *Can workflow processes   |       |                           |
| 6.1 | be created at a user      |       |                           |
| 0** | level?*                   |       |                           |
+-----+---------------------------+-------+---------------------------+
| **1 | *Can workflow processes   |       |                           |
| 6.1 | be created at the group   |       |                           |
| 1** | level?*                   |       |                           |
+-----+---------------------------+-------+---------------------------+
| **1 | *Can workflow processes   |       |                           |
| 6.1 | be created at a           |       |                           |
| 2** | combination group and     |       |                           |
|     | user level?*              |       |                           |
+-----+---------------------------+-------+---------------------------+
| **1 | *If content is being      |       |                           |
| 6.1 | processed through a       |       |                           |
| 3** | 'group' workflow, can an  |       |                           |
|     | individual in the group   |       |                           |
|     | lock it so that data      |       |                           |
|     | integrity is maintained   |       |                           |
|     | and no conflicts occur if |       |                           |
|     | concurrent editing is     |       |                           |
|     | experienced? (For the     |       |                           |
|     | purpose of this question, |       |                           |
|     | concurrent is defined as  |       |                           |
|     | the ability for users to  |       |                           |
|     | perform an action at the  |       |                           |
|     | exact same time)*         |       |                           |
+-----+---------------------------+-------+---------------------------+
| **1 | **Preview and Staging**   |       |                           |
| 7** |                           |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Are users able to        |       |                           |
| 17. | preview content, as it    |       |                           |
| 1** | would be seen on the web  |       |                           |
|     | site during the workflow  |       |                           |
|     | process?*                 |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Are \'staging\'          |       |                           |
| 17. | capabilities available    |       |                           |
| 2** | prior to publishing?*     |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product support |       |                           |
| 17. | files in the staging area |       |                           |
| 3** | to be 'read-only' based   |       |                           |
|     | on business rules?*       |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product support |       |                           |
| 17. | files in the staging area |       |                           |
| 4** | to be 'read/write' based  |       |                           |
|     | on business rules?*       |       |                           |
+-----+---------------------------+-------+---------------------------+
| **1 | **Users/Groups**          |       |                           |
| 8** |                           |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Can roles and            |       |                           |
| 18. | responsibilities be       |       |                           |
| 1** | assigned and created on a |       |                           |
|     | user-by-user basis in the |       |                           |
|     | system?*                  |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Can roles and            |       |                           |
| 18. | responsibilities be       |       |                           |
| 2** | assigned on a group level |       |                           |
|     | in the system?*           |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Are multiple             |       |                           |
| 18. | administrators            |       |                           |
| 3** | supported?*               |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Can roles and            |       |                           |
| 18. | responsibilities of       |       |                           |
| 4** | administrators be         |       |                           |
|     | assigned and created?*    |       |                           |
+-----+---------------------------+-------+---------------------------+
| **1 | **Role-based Permissions  |       |                           |
| 9** | and Access**              |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Are role-based           |       |                           |
| 19. | permissions and access    |       |                           |
| 1** | levels available          |       |                           |
|     | out-of-the- box?*         |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product allow   |       |                           |
| 19. | administrators the        |       |                           |
| 2** | ability to manipulate     |       |                           |
|     | users and attributes?*    |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Can out-of-the-box       |       |                           |
| 19. | role-based permissions    |       |                           |
| 3** | and access levels be      |       |                           |
|     | customized and extended?* |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product provide |       |                           |
| 19. | the ability to administer |       |                           |
| 4** | security controls on      |       |                           |
|     | users in the system to    |       |                           |
|     | prevent unauthorized      |       |                           |
|     | users from modifying,     |       |                           |
|     | destroying or posting web |       |                           |
|     | content?*                 |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product support |       |                           |
| 19. | the ability to provide    |       |                           |
| 5** | role-based access to      |       |                           |
|     | content based on type?*   |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product support |       |                           |
| 19. | the capability to limit   |       |                           |
| 6** | access to content based   |       |                           |
|     | on access control lists?* |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product support |       |                           |
| 19. | the management of roles   |       |                           |
| 7** | and access from external  |       |                           |
|     | services?*                |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *If so, does the product  |       |                           |
| 19. | support the ability to    |       |                           |
| 8** | import these roles and    |       |                           |
|     | access levels into the    |       |                           |
|     | product?*                 |       |                           |
+-----+---------------------------+-------+---------------------------+
| **2 | **Search Capabilities**   |       |                           |
| 0** |                           |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product support |       |                           |
| 20. | full text search?*        |       |                           |
| 1** |                           |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product search  |       |                           |
| 20. | different content types   |       |                           |
| 2** | (i.e. OCR\'d text from    |       |                           |
|     | images).*                 |       |                           |
|     |                           |       |                           |
|     | *Please list all content  |       |                           |
|     | types that can be         |       |                           |
|     | searched.*                |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product support |       |                           |
| 20. | search of dynamic content |       |                           |
| 3** | that is stored in         |       |                           |
|     | databases?*               |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product support |       |                           |
| 20. | the ability to search for |       |                           |
| 4** | content and return the    |       |                           |
|     | relationship of the       |       |                           |
|     | content to other content  |       |                           |
|     | in the site?*             |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product support |       |                           |
| 20. | the ability to search for |       |                           |
| 5** | content and return the    |       |                           |
|     | relationship of that      |       |                           |
|     | content-to-content        |       |                           |
|     | resident outside the      |       |                           |
|     | site?*                    |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Are users able to search |       |                           |
| 20. | the repository for        |       |                           |
| 6** | content based on          |       |                           |
|     | meta-data?*               |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Are users able to search |       |                           |
| 20. | the repository for        |       |                           |
| 7** | content based on          |       |                           |
|     | category/taxonomy?*       |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Are users provided       |       |                           |
| 20. | flexible options when     |       |                           |
| 8** | performing a search       |       |                           |
|     | (simple/advanced)?*       |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Are users able to limit  |       |                           |
| 20. | the size of search        |       |                           |
| 9** | results?*                 |       |                           |
+-----+---------------------------+-------+---------------------------+
| **2 | *Can search capabilities  |       |                           |
| 0.1 | be customized?*           |       |                           |
| 0** |                           |       |                           |
+-----+---------------------------+-------+---------------------------+
| **2 | *Does the product support |       |                           |
| 0.1 | the ability to search in  |       |                           |
| 1** | multiple languages?*      |       |                           |
+-----+---------------------------+-------+---------------------------+
| **2 | *Does the product provide |       |                           |
| 0.1 | an intuitive and          |       |                           |
| 2** | user-friendly interface   |       |                           |
|     | for search?*              |       |                           |
+-----+---------------------------+-------+---------------------------+
| **2 | **Navigation and          |       |                           |
| 1** | Taxonomy**                |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Can users find content   |       |                           |
| 21. | outside of searching      |       |                           |
| 1** | (i.e. Navigation)?*       |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product provide |       |                           |
| 21. | the ability to navigate   |       |                           |
| 2** | by taxonomy?*             |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product provide |       |                           |
| 21. | the ability to enforce a  |       |                           |
| 3** | consistent, customizable  |       |                           |
|     | and flexible taxonomy     |       |                           |
|     | structure?*               |       |                           |
+-----+---------------------------+-------+---------------------------+
| **2 | **Search Usability**      |       |                           |
| 2** |                           |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product provide |       |                           |
| 22. | any user guides and/or    |       |                           |
| 1** | help when searching?*     |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product provide |       |                           |
| 22. | a search capability that  |       |                           |
| 2** | allows spelling and       |       |                           |
|     | grammar verification when |       |                           |
|     | conducting a search?*     |       |                           |
+-----+---------------------------+-------+---------------------------+
| **2 | **Advanced Search**       |       |                           |
| 3** |                           |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Are users able to save   |       |                           |
| 23. | their search and/or       |       |                           |
| 1** | search results?*          |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product provide |       |                           |
| 23. | advanced search           |       |                           |
| 2** | capabilities?*            |       |                           |
|     |                           |       |                           |
|     | *If so, please list these |       |                           |
|     | capabilities.*            |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product         |       |                           |
| 23. | highlight the search term |       |                           |
| 3** | within the content in the |       |                           |
|     | result set?*              |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product         |       |                           |
| 23. | highlight the search term |       |                           |
| 4** | in the result list?*      |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Can search results be    |       |                           |
| 23. | returned by relevancy?*   |       |                           |
| 5** |                           |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Can the search results   |       |                           |
| 23. | be returned by rank order |       |                           |
| 6** | from best to worst?*      |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Can search result sets   |       |                           |
| 23. | be returned to the user   |       |                           |
| 7** | in different views?*      |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product support |       |                           |
| 23. | the return of matching    |       |                           |
| 8** | search results displayed  |       |                           |
|     | by business category?*    |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product support |       |                           |
| 23. | the return of matching    |       |                           |
| 9** | search results displayed  |       |                           |
|     | by taxonomy category?*    |       |                           |
+-----+---------------------------+-------+---------------------------+
| **2 | *Does the product provide |       |                           |
| 3.1 | the ability to search     |       |                           |
| 0** | within a search result    |       |                           |
|     | set?*                     |       |                           |
+-----+---------------------------+-------+---------------------------+
| **2 | *Are filtering            |       |                           |
| 3.1 | capabilities supported    |       |                           |
| 1** | when performing a         |       |                           |
|     | search?*                  |       |                           |
+-----+---------------------------+-------+---------------------------+
| **2 | *Are users able to search |       |                           |
| 3.1 | for content that they do  |       |                           |
| 2** | not have access to and    |       |                           |
|     | request access?*          |       |                           |
+-----+---------------------------+-------+---------------------------+
| **2 | *Can search results be    |       |                           |
| 3.1 | limited to the security   |       |                           |
| 3** | level of the user         |       |                           |
|     | performing the search?*   |       |                           |
+-----+---------------------------+-------+---------------------------+
| **2 | **Interface Usability**   |       |                           |
| 4** |                           |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product provide |       |                           |
| 24. | online help for the       |       |                           |
| 1** | content management        |       |                           |
|     | system?*                  |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product provide |       |                           |
| 24. | the ability to allow      |       |                           |
| 2** | access to standard        |       |                           |
|     | materials for CMS users   |       |                           |
|     | (i.e. standards,          |       |                           |
|     | guidelines, processes and |       |                           |
|     | procedures)?*             |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product present |       |                           |
| 24. | a user friendly and       |       |                           |
| 3** | efficient interface for   |       |                           |
|     | non-technical users?*     |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product present |       |                           |
| 24. | an efficient interface    |       |                           |
| 4** | for technical or skilled  |       |                           |
|     | users?*                   |       |                           |
+-----+---------------------------+-------+---------------------------+
| **2 | **Personalization**       |       |                           |
| 5** |                           |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product have a  |       |                           |
| 25. | customizable user         |       |                           |
| 1** | interface?*               |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product support |       |                           |
| 25. | personalization?*         |       |                           |
| 2** |                           |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product support |       |                           |
| 25. | both user and role based  |       |                           |
| 3** | personalization?*         |       |                           |
+-----+---------------------------+-------+---------------------------+
| **2 | **Consistency**           |       |                           |
| 6** |                           |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product provide |       |                           |
| 26. | a consistent/seamless     |       |                           |
| 1** | user interface across the |       |                           |
|     | entire system?*           |       |                           |
+-----+---------------------------+-------+---------------------------+
| **  | *Does the product provide |       |                           |
| 26. | consistent/seamless       |       |                           |
| 2** | integration modules with  |       |                           |
|     | other products (i.e.      |       |                           |
|     | portals)?*                |       |                           |
|     |                           |       |                           |
|     | *If so, please describe   |       |                           |
|     | the functionality of      |       |                           |
|     | these integration         |       |                           |
|     | modules.*                 |       |                           |
+-----+---------------------------+-------+---------------------------+

##   {#section-1 .unnumbered}

## Technical {#technical .unnumbered}

##  {#section-2 .unnumbered}

+-----+----------------------------+-------+--------------------------+
| **\ | **QUESTION**               | **SC  | **DETAILED RESPONSE**    |
| #** |                            | ORE** |                          |
+=====+============================+=======+==========================+
| **  | **Consoles**               |       |                          |
| 1** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product offer a  |       |                          |
| *1. | GUI for executing all      |       |                          |
| 1** | administrative functions?* |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *If so, is this GUI        |       |                          |
| *1. | web-based?*                |       |                          |
| 2** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Can administrators        |       |                          |
| *1. | perform tasks from the     |       |                          |
| 3** | administrative interface?* |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product provide  |       |                          |
| *1. | the ability to perform     |       |                          |
| 4** | user management and        |       |                          |
|     | permission management?*    |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | **Batch**                  |       |                          |
| 2** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product support  |       |                          |
| *2. | the ability to create      |       |                          |
| 1** | batch jobs for             |       |                          |
|     | administration             |       |                          |
|     | activities?*               |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | **Customization**          |       |                          |
| 3** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product offer a  |       |                          |
| *3. | configurable user          |       |                          |
| 1** | interface for template     |       |                          |
|     | developers?*               |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product offer a  |       |                          |
| *3. | configurable user          |       |                          |
| 2** | interface for content      |       |                          |
|     | managers?*                 |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product provide  |       |                          |
| *3. | methods for configuration  |       |                          |
| 3** | of the product?*           |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | **APIs**                   |       |                          |
| 4** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product have     |       |                          |
| *4. | published APIs available   |       |                          |
| 1** | for developers?*           |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product provide  |       |                          |
| *4. | documentation about the    |       |                          |
| 2** | API that is available to   |       |                          |
|     | developers?*               |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Is access to or           |       |                          |
| *4. | documented source code     |       |                          |
| 3** | provided with the          |       |                          |
|     | product?*                  |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *What technical skill set  |       |                          |
| *4. | is required for developers |       |                          |
| 4** | to customize the product?* |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | **Configuration**          |       |                          |
| 5** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Is modification to the    |       |                          |
| *5. | product's base code        |       |                          |
| 1** | required for               |       |                          |
|     | cus                        |       |                          |
|     | tomization/configuration?* |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product provide  |       |                          |
| *5. | visual configuration tools |       |                          |
| 2** | and code?*                 |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | **Elasticity**             |       |                          |
| 6** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product          |       |                          |
| *6. | accommodate various and    |       |                          |
| 1** | expanding levels of        |       |                          |
|     | bandwidths of data?*       |       |                          |
|     |                            |       |                          |
|     | *If so, how?*              |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | **Transferability**        |       |                          |
| 7** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product provide  |       |                          |
| *7. | automated processes for    |       |                          |
| 1** | migrating from different   |       |                          |
|     | environments (i.e.         |       |                          |
|     | Development -\> Testing,   |       |                          |
|     | etc.)?*                    |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product support  |       |                          |
| *7. | site mirroring?*           |       |                          |
| 2** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | **Best Practices**         |       |                          |
| 8** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product support  |       |                          |
| *8. | n-tier architecture?*      |       |                          |
| 1** |                            |       |                          |
|     | *Please describe the       |       |                          |
|     | overall architecture for   |       |                          |
|     | the solution.*             |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the solution support |       |                          |
| *8. | multi-site deployment?*    |       |                          |
| 2** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product allow    |       |                          |
| *8. | for distributed data       |       |                          |
| 3** | and/or content             |       |                          |
|     | repositories?*             |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the architecture     |       |                          |
| *8. | rely on a component-based  |       |                          |
| 4** | approach?*                 |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the architecture     |       |                          |
| *8. | support standard XML based |       |                          |
| 5** | data interchange as well   |       |                          |
|     | as independent platforms?* |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the architecture     |       |                          |
| *8. | support caching?*          |       |                          |
| 6** |                            |       |                          |
|     | *Please describe caching   |       |                          |
|     | algorithm*                 |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product support  |       |                          |
| *8. | Open Standards to support  |       |                          |
| 7** | interoperability?*         |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product support  |       |                          |
| *8. | Web Services?*             |       |                          |
| 8** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | **User Access**            |       |                          |
| 9** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the solution support |       |                          |
| *9. | communication across a     |       |                          |
| 1** | corporate firewall?*       |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product require  |       |                          |
| *9. | any specific open ports?*  |       |                          |
| 2** |                            |       |                          |
|     | *If so, which ports?*      |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *If the product requires   |       |                          |
| *9. | specific open ports, can   |       |                          |
| 3** | these ports be changed?*   |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product support  |       |                          |
| *9. | in                         |       |                          |
| 4** | tranet/internet/extranet?* |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product support  |       |                          |
| *9. | users located globally?*   |       |                          |
| 5** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | **Data Management**        |       |                          |
| 0** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the system support   |       |                          |
| 10. | grouping or link           |       |                          |
| 1** | management of content?*    |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Are content categories    |       |                          |
| 10. | and/or meta-data stored    |       |                          |
| 2** | separately from content?*  |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Are the relationships     |       |                          |
| 10. | between content categories |       |                          |
| 3** | and/or meta-data           |       |                          |
|     | maintained with content?*  |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *If content is stored in   |       |                          |
| 10. | more than one physical     |       |                          |
| 4** | location, does the product |       |                          |
|     | support the access to      |       |                          |
|     | content and its attributes |       |                          |
|     | across these               |       |                          |
|     | repositories?*             |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product support  |       |                          |
| 10. | the access to content and  |       |                          |
| 5** | its attributes in a        |       |                          |
|     | centralized repository?*   |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product support  |       |                          |
| 10. | multi-media content?*      |       |                          |
| 6** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | **User Access**            |       |                          |
| 1** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Is the product Section    |       |                          |
| 11. | 508 compliant?*            |       |                          |
| 1** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product          |       |                          |
| 11. | integrate with the best of |       |                          |
| 2** | breed 3rd party            |       |                          |
|     | applications for Section   |       |                          |
|     | 508 compliance*            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Are all of the product\'s |       |                          |
| 11. | functions executable from  |       |                          |
| 3** | both a mouse and a         |       |                          |
|     | keyboard?*                 |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Are all of the product\'s |       |                          |
| 11. | functions and the result   |       |                          |
| 4** | of performing those        |       |                          |
|     | functions discerned        |       |                          |
|     | textually?*                |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product disrupt  |       |                          |
| 11. | or disable activated       |       |                          |
| 5** | operating system           |       |                          |
|     | accessibility features?*   |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product provide  |       |                          |
| 11. | a well-defined indication  |       |                          |
| 6** | of the current screen      |       |                          |
|     | focus? This focus must     |       |                          |
|     | move among interactive     |       |                          |
|     | interface elements as the  |       |                          |
|     | input focus changes.       |       |                          |
|     | Assistive technology must  |       |                          |
|     | be able to track the       |       |                          |
|     | current screen focus and   |       |                          |
|     | any focus changes.*        |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product make     |       |                          |
| 11. | sufficient information     |       |                          |
| 7** | about user interface       |       |                          |
|     | elements available to      |       |                          |
|     | assistive technology?      |       |                          |
|     | Necessary information      |       |                          |
|     | includes the identity,     |       |                          |
|     | operation and state of a   |       |                          |
|     | user interface element.*   |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *When bitmap images are    |       |                          |
| 11. | used on the web content    |       |                          |
| 8** | management system to       |       |                          |
|     | identify controls, status  |       |                          |
|     | indicators, or other       |       |                          |
|     | programmatic elements, is  |       |                          |
|     | the meaning assigned to    |       |                          |
|     | those images consistent    |       |                          |
|     | throughout the             |       |                          |
|     | application\'s             |       |                          |
|     | performance?*              |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Do the product\'s pages   |       |                          |
| 11. | and applications override  |       |                          |
| 9** | user-selected contrast and |       |                          |
|     | color selections or other  |       |                          |
|     | associated display         |       |                          |
|     | attributes?*               |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Does the product provide  |       |                          |
| 1.1 | any animation features?*   |       |                          |
| 0** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *If so when animation is   |       |                          |
| 1.1 | displayed, is the          |       |                          |
| 1** | information displayable in |       |                          |
|     | at least one non-animated  |       |                          |
|     | presentation mode at the   |       |                          |
|     | option of the user?*       |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Is color-coding used in   |       |                          |
| 1.1 | the solution as the only   |       |                          |
| 2** | means of conveying         |       |                          |
|     | information, indicating an |       |                          |
|     | action, prompting a        |       |                          |
|     | response, or               |       |                          |
|     | distinguishing a visual    |       |                          |
|     | element?*                  |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *If the solution permits a |       |                          |
| 1.1 | user to adjust color and   |       |                          |
| 3** | contrast settings, are a   |       |                          |
|     | variety of color           |       |                          |
|     | selections capable of      |       |                          |
|     | producing a range of       |       |                          |
|     | contrast levels            |       |                          |
|     | available?*                |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Does the product use      |       |                          |
| 1.1 | flashing text, objects, or |       |                          |
| 4** | other elements having a    |       |                          |
|     | blink frequency between 2  |       |                          |
|     | Hz and 55 Hz?*             |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *When electronic forms are |       |                          |
| 1.1 | used in the system, does   |       |                          |
| 5** | the form allow users to    |       |                          |
|     | leverage assistive         |       |                          |
|     | technology to access the   |       |                          |
|     | information, field         |       |                          |
|     | elements, and              |       |                          |
|     | functionalities required   |       |                          |
|     | for completion, and        |       |                          |
|     | submission of the form,    |       |                          |
|     | including all directions   |       |                          |
|     | and cues?*                 |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Does the product support  |       |                          |
| 1.1 | a text equivalent for      |       |                          |
| 6** | every non-text element?*   |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Does the product provide  |       |                          |
| 1.1 | any multimedia             |       |                          |
| 7** | presentations?*            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *If so, are equivalent     |       |                          |
| 1.1 | alternatives for any       |       |                          |
| 8** | multimedia presentation    |       |                          |
|     | synchronized with the      |       |                          |
|     | presentation?*             |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Are all row and column    |       |                          |
| 1.1 | headers identified on data |       |                          |
| 9** | tables included in the     |       |                          |
|     | product?*                  |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *For data tables that have |       |                          |
| 1.2 | two or more logical levels |       |                          |
| 0** | of row or column headers,  |       |                          |
|     | does the product use       |       |                          |
|     | markup to associate data   |       |                          |
|     | cells and header cells?*   |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Does the product title    |       |                          |
| 1.2 | each frame to facilitate   |       |                          |
| 1** | frame identification and   |       |                          |
|     | navigation?*               |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Does the product describe |       |                          |
| 1.2 | how frames relate to one   |       |                          |
| 2** | another if it is not       |       |                          |
|     | obvious by frame titles    |       |                          |
|     | alone?*                    |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Is the product designed   |       |                          |
| 1.2 | to avoid causing the       |       |                          |
| 3** | screen to flicker with a   |       |                          |
|     | frequency between 2 Hz and |       |                          |
|     | 55 Hz?*                    |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Does the product\'s       |       |                          |
| 1.2 | interface utilize          |       |                          |
| 4** | scripting languages to     |       |                          |
|     | display content or create  |       |                          |
|     | interface elements?*       |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *If so, does the script    |       |                          |
| 1.2 | provide the information    |       |                          |
| 5** | identified with functional |       |                          |
|     | text that can be read by   |       |                          |
|     | assistive technology?*     |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Does the product require  |       |                          |
| 1.2 | any applets, plug-ins, or  |       |                          |
| 6** | other application be       |       |                          |
|     | present on the user\'s     |       |                          |
|     | machine to interpret page  |       |                          |
|     | content?*                  |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *If so, does the page      |       |                          |
| 1.2 | provide a link to the      |       |                          |
| 7** | necessary application?*    |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Further, does the plug-in |       |                          |
| 1.2 | or applet itself comply    |       |                          |
| 8** | with the Software          |       |                          |
|     | Applications and Operating |       |                          |
|     | Systems Accessibility      |       |                          |
|     | requirements.*             |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Is the product usable     |       |                          |
| 1.2 | when scripts, applets, or  |       |                          |
| 9** | other programmatic objects |       |                          |
|     | are turned off, or not     |       |                          |
|     | supported?*                |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Is the product based on   |       |                          |
| 1.3 | UNICODE for multilingual   |       |                          |
| 0** | support?*                  |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | **Collaboration**          |       |                          |
| 2** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product provide  |       |                          |
| 12. | the ability for content    |       |                          |
| 1** | that resides in multiple   |       |                          |
|     | and/or different content   |       |                          |
|     | sources, to be easily      |       |                          |
|     | integrated to create       |       |                          |
|     | content from multiple      |       |                          |
|     | sources and displayed as a |       |                          |
|     | single piece of content.*  |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | **Support of Languages and |       |                          |
| 3** | Standards**                |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product support  |       |                          |
| 13. | XML/XSL?*                  |       |                          |
| 1** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product comply   |       |                          |
| 13. | with standard versions of  |       |                          |
| 2** | XML/XSL parsers and        |       |                          |
|     | transformers?*             |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product support  |       |                          |
| 13. | voice XML?*                |       |                          |
| 3** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product support  |       |                          |
| 13. | DHTML?*                    |       |                          |
| 4** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product support  |       |                          |
| 13. | deployment of content      |       |                          |
| 5** | through multiple channels  |       |                          |
|     | using the appropriate      |       |                          |
|     | formats (i.e. WAP, PDA,    |       |                          |
|     | HTML, etc.)?*              |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product support  |       |                          |
| 13. | DTD (Document Type         |       |                          |
| 6** | Definition)?*              |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *What programming          |       |                          |
| 13. | languages are supported?*  |       |                          |
| 7** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the solution support |       |                          |
| 13. | any 3^rd^ party integrated |       |                          |
| 8** | development tools?*        |       |                          |
|     |                            |       |                          |
|     | *If so, please list IDEs   |       |                          |
|     | that are supported and the |       |                          |
|     | means required for         |       |                          |
|     | integration with the       |       |                          |
|     | product.*                  |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | **Import**                 |       |                          |
| 4** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the system support   |       |                          |
| 14. | the migration of legacy    |       |                          |
| 1** | content?*                  |       |                          |
|     |                            |       |                          |
|     | *If so, what is the        |       |                          |
|     | process?*                  |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the import of        |       |                          |
| 14. | existing content support   |       |                          |
| 2** | the re-use of current      |       |                          |
|     | assets and tools within    |       |                          |
|     | the enterprise?*           |       |                          |
|     |                            |       |                          |
|     | *If so, which tools?*      |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | **Integration**            |       |                          |
| 5** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product          |       |                          |
| 15. | integrate with 3rd party   |       |                          |
| 1** | digital rights management  |       |                          |
|     | solutions?*                |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *What operating            |       |                          |
| 15. | systems/platforms are      |       |                          |
| 2** | supported?*                |       |                          |
|     |                            |       |                          |
|     | *.*                        |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *What network protocols    |       |                          |
| 15. | does your system support?* |       |                          |
| 3** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Describe the architecture |       |                          |
| 15. | of your system (Attach     |       |                          |
| 4** | Diagrams).*                |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Describe and explain the  |       |                          |
| 15. | various system components* |       |                          |
| 5** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *What mainframe            |       |                          |
| 15. | integration is supported?* |       |                          |
| 6** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *What native database      |       |                          |
| 15. | formats and protocols does |       |                          |
| 7** | the system support?*       |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *What email applications   |       |                          |
| 15. | does the product integrate |       |                          |
| 8** | with?*                     |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product support  |       |                          |
| 15. | or integrate with          |       |                          |
| 9** | sign-on/single sign-on?*   |       |                          |
|     |                            |       |                          |
|     | *If so, what products are  |       |                          |
|     | supported for single-sign  |       |                          |
|     | on?*                       |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Does the product support  |       |                          |
| 5.1 | integration with any       |       |                          |
| 0** | portal products?*          |       |                          |
|     |                            |       |                          |
|     | *If so, how?*              |       |                          |
|     |                            |       |                          |
|     | *What means of integration |       |                          |
|     | is required?*              |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Does the product offer    |       |                          |
| 5.1 | any out-of-the-box         |       |                          |
| 1** | integration with portals   |       |                          |
|     | that allows the ability to |       |                          |
|     | search content within the  |       |                          |
|     | content repositories?*     |       |                          |
|     |                            |       |                          |
|     | *If so, please explain the |       |                          |
|     | functionality.*            |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | **USDA Policies**          |       |                          |
| * 1 |                            |       |                          |
| 6** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Is access to the          |       |                          |
| 16. | product's capabilities     |       |                          |
| 1** | (such as workflow, content |       |                          |
|     | creation, template         |       |                          |
|     | creation) supported        |       |                          |
|     | through the corporate      |       |                          |
|     | firewall and implemented   |       |                          |
|     | with sufficient security?* |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | **Management**             |       |                          |
| 7** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the solution allow   |       |                          |
| 17. | for product upgrades on    |       |                          |
| 1** | top of existing versions?* |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the solution support |       |                          |
| 17. | backward compatibility for |       |                          |
| 2** | all future upgrades?       |       |                          |
|     | Please describe the        |       |                          |
|     | upgrade policy of the      |       |                          |
|     | solution.*                 |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product provide  |       |                          |
| 17. | a mechanism to archive and |       |                          |
| 3** | purge content?*            |       |                          |
|     |                            |       |                          |
|     | *If so, what capabilities  |       |                          |
|     | and/or processes are       |       |                          |
|     | available?*                |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product provide  |       |                          |
| 17. | automated monitoring tools |       |                          |
| 4** | for CMS operations         |       |                          |
|     | management?*               |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product          |       |                          |
| 17. | integrate with potential   |       |                          |
| 5** | existing network           |       |                          |
|     | management systems?*       |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the solution offer   |       |                          |
| 17. | automatic notifications to |       |                          |
| 6** | solutions administrators   |       |                          |
|     | regarding updates, bug     |       |                          |
|     | fixes or new versions?*    |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the solution offer   |       |                          |
| 17. | automatic upgrade          |       |                          |
| 7** | installation procedures?   |       |                          |
|     | Please describe.*          |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | **Scalability and          |       |                          |
| 8** | Performance**              |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Are there load balancing  |       |                          |
| 18. | options for the product?*  |       |                          |
| 1** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Are there fault tolerance |       |                          |
| 18. | options available for the  |       |                          |
| 2** | product?*                  |       |                          |
|     |                            |       |                          |
|     | *How is fault tolerance    |       |                          |
|     | achieved?*                 |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product          |       |                          |
| 18. | interface with any 3rd     |       |                          |
| 3** | party backup and recovery  |       |                          |
|     | tools?*                    |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Do you support            |       |                          |
| 18. | uninterrupted backup and   |       |                          |
| 4** | recovery?*                 |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | **Scalability and          |       |                          |
| 9** | Performance**              |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Provide information about |       |                          |
| 19. | the scalability of your    |       |                          |
| 1** | system. Your description   |       |                          |
|     | is not limited to, but     |       |                          |
|     | must include at least the  |       |                          |
|     | following statistics:      |       |                          |
|     | (Provide the value that is |       |                          |
|     | the lesser of the          |       |                          |
|     | theoretical limit and the  |       |                          |
|     | actual maximum value that  |       |                          |
|     | is in production) -- Note: |       |                          |
|     | please provide your        |       |                          |
|     | hardware and software      |       |                          |
|     | specifications for all     |       |                          |
|     | data points.*              |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Maximum number of         |       |                          |
| 19. | concurrent users/system    |       |                          |
| 2** | (For the purpose of this   |       |                          |
|     | question, concurrent is    |       |                          |
|     | defined as the ability for |       |                          |
|     | users to perform an action |       |                          |
|     | at the exact same time)*   |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Maximum number of         |       |                          |
| 19. | transactions per second*   |       |                          |
| 3** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Maximum number of         |       |                          |
| 19. | concurrent distributed     |       |                          |
| 4** | databases supported (For   |       |                          |
|     | the purpose of this        |       |                          |
|     | question, concurrent is    |       |                          |
|     | defined as the ability for |       |                          |
|     | technologies to be used to |       |                          |
|     | support the application)*  |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Maximum number of         |       |                          |
| 19. | concurrent application     |       |                          |
| 5** | servers*                   |       |                          |
|     |                            |       |                          |
|     | *(For the purpose of this  |       |                          |
|     | question, concurrent is    |       |                          |
|     | defined as the ability for |       |                          |
|     | technologies to be used to |       |                          |
|     | support the application)*  |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Is overhead added to the  |       |                          |
| 19. | base operating system      |       |                          |
| 6** | servers by the product?*   |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *What is the average       |       |                          |
| 19. | response time/page         |       |                          |
| 7** | displays for: -- Note:     |       |                          |
|     | please provide your        |       |                          |
|     | hardware and software      |       |                          |
|     | specifications for all     |       |                          |
|     | data points. (For the      |       |                          |
|     | purpose of this question,  |       |                          |
|     | concurrent is defined as   |       |                          |
|     | the ability for users to   |       |                          |
|     | perform an action at the   |       |                          |
|     | exact same time)*          |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *100 concurrent users?*    |       |                          |
| *19 |                            |       |                          |
| .7. |                            |       |                          |
| 1** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *500 concurrent users?*    |       |                          |
| *19 |                            |       |                          |
| .7. |                            |       |                          |
| 2** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *1000 concurrent users?*   |       |                          |
| *19 |                            |       |                          |
| .7. |                            |       |                          |
| 3** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *2000 concurrent users?*   |       |                          |
| *19 |                            |       |                          |
| .7. |                            |       |                          |
| 4** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **2 | **Architecture**           |       |                          |
| 0** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product enable   |       |                          |
| 20. | transmission of content    |       |                          |
| 1** | over secure connections?*  |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Please explain the        |       |                          |
| 20. | security architecture of   |       |                          |
| 2** | the product.*              |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Are transactions across   |       |                          |
| 20. | the network encrypted?*    |       |                          |
| 3** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product support  |       |                          |
| 20. | Digital Signatures?*       |       |                          |
| 4** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **2 | **Security                 |       |                          |
| 1** | Administration**           |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product provide  |       |                          |
| 21. | the ability for            |       |                          |
| 1** | administrators to define   |       |                          |
|     | rules and feature          |       |                          |
|     | accessibility to the       |       |                          |
|     | system by users?*          |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the system provide   |       |                          |
| 21. | event notification?*       |       |                          |
| 2** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Are notifications         |       |                          |
| 21. | configurable?*             |       |                          |
| 3** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Can aspects/components of |       |                          |
| 21. | the systems be: (please be |       |                          |
| 4** | detailed including the     |       |                          |
|     | interface used)*           |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Managed?*                 |       |                          |
| 21. |                            |       |                          |
| 4** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Monitored?*               |       |                          |
| 21. |                            |       |                          |
| 5** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Logged?*                  |       |                          |
| 21. |                            |       |                          |
| 6** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product have any |       |                          |
| 21. | tools to determine average |       |                          |
| 7** | response times?*           |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product provide  |       |                          |
| 21. | reporting capabilities?*   |       |                          |
| 8** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Are reporting tools       |       |                          |
| 21. | integrated with the        |       |                          |
| 9** | product?*                  |       |                          |
+-----+----------------------------+-------+--------------------------+

##   {#section-3 .unnumbered}

##  {#section-4 .unnumbered}

# Document/Records Management

**Functional**

  ---------------------------------------------------------------------------------
  **\#**      **QUESTION**                 **SCORE**   **DETAILED RESPONSE**
  ----------- ---------------------------- ----------- ----------------------------
  **1**       **Accessibility (Access)**               

  **1.1**     *Does the product support                
              accessibility via various                
              browser types? If so, please             
              list all browsers and                    
              versions that are compatible             
              with the product.*                       

  **1.2**     *Does the product allow                  
              users to access the system               
              from remote and oversea                  
              locations?*                              

  **1.3**     *Does the product require                
              client-side software? If so,             
              what client-side software                
              does the product require?*               

  **1.4**     *Does the product allow                  
              users to work off-line                   
              and/or on paper? If so,                  
              please explain any product               
              capabilities that allow                  
              users to work off-line. If               
              so, please explain any                   
              product limitations from                 
              allowing users to work                   
              off-line.*                               

  **1.5**     *Is work conducted off-line              
              incorporated/synchronized                
              with the on-line system? If              
              so, how is this done? How                
              are off-line paper and/or                
              electronic edits and/or                  
              concurrences handled?*                   

  **1.6**     *Does the product                        
              incorporate built-in                     
              accessibility? For example,              
              are custom key mappings                  
              and/or hotkeys set within                
              the client operating system              
              also functional within the               
              product?*                                

  **2**       **Security (Access)**                    

  **2.1**     *Does the product offer                  
              integration to enable single             
              sign-on?*                                

  **2.2**     *Does the product allow                  
              access to workflow                       
              capabilities through                     
              corporate firewalls? If so,              
              with what type of security?*             

  **2.3**     *Does the product provide a              
              mechanism for a user to                  
              search for content or                    
              documents that s/he does not             
              have access to and submit a              
              request for access to the                
              content or documents? If so,             
              describe this capability.*               

  **2.4**     *Does the product support a              
              staging environment?*                    

  **2.5**     *If so, does the product                 
              allow read-only access to be             
              restricted and/or provided               
              to the staging environment?*             

  **2.6**     *Does the product provide                
              special considerations for               
              accessing legal documents?*              

  **3**       **Legislative Standards                  
              (Access)**                               

  **3.1**     *Does the product conform to             
              the requirements of any                  
              privacy legislation enforced             
              in the US?*                              

  **3.2**     *Does the product conform to             
              the requirements of any                  
              privacy legislation enforced             
              other countries?*                        

  **3.3**     *Does the product support                
              the creation of web content              
              for a Section 508 compliant              
              web site?*                               

  **3.4**     *If so, what tools or                    
              capabilities enable users to             
              create Section 508 compliant             
              content?*                                

  **3.5**     *Does the product support                
              the ability to create                    
              non-text content with text               
              equivalents?*                            

  **3.6**     *Does the product provide                
              the ability to create                    
              multimedia presentations?*               

  **3.7**     *If so, does the product                 
              provide the ability to                   
              create equivalent                        
              alternatives for any                     
              multimedia presentation                  
              synchronized with the                    
              presentation?*                           

  **3.8**     *Does the product support                
              the ability to create                    
              content with all row and                 
              column headers identified on             
              data tables?*                            

  **3.9**     *Does the product support                
              the ability to use markup to             
              associate data cells and                 
              header cells for content                 
              created with data tables                 
              that have two or more                    
              logical levels of row or                 
              column headers?*                         

  **3.10**    *Does the product support                
              creation of content that                 
              would utilize scripting                  
              languages to display                     
              content?*                                

  **3.11**    *If so, does the script                  
              provide the information                  
              identified with functional               
              text that can be read by                 
              assistive technology?*                   

  **3.12**    *Does the product require                
              any applets, plugins, or                 
              other application be present             
              on the user\'s machine to                
              interpret page content?*                 

  **3.13**    *If so, does the page                    
              provide a link to the                    
              necessary application?*                  

  **3.14**    *Further, does the plugin or             
              applet itself comply with                
              the Software Applications                
              and Operating Systems                    
              Accessibility requirements?*             

  **3.15**    *Is the product usable when              
              scripts, applets, or other               
              programmatic objects are                 
              turned off, or not                       
              supported?*                              

  **3.16**    *Does the product support                
              legislative standards for                
              federal enterprise                       
              architecture?*                           

  **4**       **Integration (Access)**                 

  **4.1**     *Does the product support                
              the redaction of documents?              
              If so, is the PDF file                   
              format supported?*                       

  **4.2**     *Does the system provide the             
              ability to group or link                 
              documents related to a FOIA              
              request? Maintain this group             
              for future reference? Redact             
              them, as needed? Easily                  
              print the documents in the               
              group? Manage the documents              
              assembled in response to a               
              FOIA request as a new                    
              entity?*                                 

  **5**       **Spell-check (Creation)**               

  **5.1**     *Does the product provide                
              customizable authoring tools             
              such as spell-check, grammar             
              check and formatting?*                   

  **6**       **Categorization & Metadata              
              (Creation)**                             

  **6.1**     *Are users able to customize             
              metadata for categorization              
              of content? If so, what                  
              limitations exist with the               
              customization of metadata?               
              More specifically, are there             
              limitations in regard to the             
              type of and number of                    
              metadata fields than can be              
              customized? Please                       
              describe.*                               

  **6.2**     *Does the product identify a             
              change in category and/or                
              meta-data as a change in                 
              content?*                                

  **6.3**     *If so, does the system                  
              create another version of                
              the content?*                            

  **6.4**     *Does the content get                    
              republished to the site                  
              automatically?*                          

  **6.5**     *Does the product provide                
              the ability to integrate                 
              with existing                            
              thesauruses/taxonomy                     
              structures?*                             

  **6.6**     *Does the product provide                
              the ability to create                    
              categories and assign                    
              documents to categories?*                

  **6.7**     *Does the product provide                
              support for consistent and               
              flexible association of                  
              metadata?*                               

  **6.8**     *Does the product identify               
              content within the system                
              (i.e. unique non-repeatable              
              identifier)?*                            

  **6.9**     *Does the product provide                
              the ability to classify                  
              documents for access and                 
              dissemination purposes?*                 

  **6.10**    *Are users able to modify                
              what metadata is assigned to             
              documents/records?*                      

  **6.11**    *Does the product allow the              
              ability to enter and add                 
              categorization attributes?*              

  **6.12**    *Does the product provide                
              the ability to categorize                
              via metadata?*                           

  **6.13**    *Does the product require                
              any standard/minimum                     
              categories for content?*                 

  **6.14**    *Does the product allow the              
              assignment of security                   
              criteria to documents?*                  

  **7**       **Creation & Editing                     
              (Creation)**                             

  **7.1**     *Does the product                        
              accommodate the creation of              
              multiple file types? If so,              
              please list the file types.*             

  **7.2**     *Does the product provide                
              the ability to edit existing             
              or draft documents?*                     

  **7.3**     *Does the product support                
              the creation and publishing              
              of documents using existing              
              applications? If so, which               
              applications / file types                
              are supported?*                          

  **7.4**     *Does the product support                
              the tracking of changes made             
              to documents?*                           

  **8**       **Styles & Templating                    
              (Creation)**                             

  **8.1**     *Does the product allow                  
              users to configure paragraph             
              and character styles?*                   

  **8.2**     *Does the product provide                
              default document templates               
              for common document types?               
              If so, please explain.*                  

  **8.3**     *Does the product allow                  
              users to configure graphical             
              elements?*                               

  **9**       **Administration                         
              (Distribution and                        
              Delivery)**                              

  **9.1**     *Does the product provide                
              tools/capabilities to                    
              monitor, track and report on             
              content access patterns                  
              within the document/records              
              management system?*                      

  **10**      **Legal (Distribution and                
              Delivery)**                              

  **10.1**    *Does the product have the               
              ability to address any legal             
              standards or laws that                   
              relate to dissemination and              
              publication? (For example,               
              GPO and OMB                              
              policies/standards.)*                    

  **11**      **Publishing (Distribution               
              and Delivery)**                          

  **11.1**    *Does the product support                
              user group specific and user             
              segment specific documents?*             

  **11.2**    *Does the product allow for              
              digital watermarking of a                
              document?*                               

  **11.3**    *Does the product                        
              accommodate for publishing               
              documents in different                   
              languages and associating                
              different language-versions              
              of the same document?*                   

  **11.4**    *Are policies on publishing              
              documents issued by GPO                  
              (Government Printing Office)             
              and OMB supported by the                 
              product?*                                

  **11.5**    *Does the product support                
              the ability to create custom             
              documents by pulling                     
              together multiple sources?*              

  **11.6**    *Does the product allow                  
              staging of documents prior               
              to publishing?*                          

  **12**      **Content Distribution                   
              (Distribution and                        
              Delivery)**                              

  **12.1**    *Does the product support                
              consistent and controlled                
              processes for                            
              distributing/deploying                   
              content from one source to               
              multiple channels?*                      

  **12.2**    *Does the product support                
              content delivery to 3rd                  
              party distributors via                   
              syndication or multiple                  
              channels? If so, what                    
              channels are supported for               
              content distribution?*                   

  **12.3**    *Does the product allow the              
              automatic distribution of                
              documents to publishing                  
              centers? If so, do the                   
              documents experience any                 
              loss of color and/or                     
              formatting when printed?*                

  **12.4**    *Does the product support                
              and promote the re-use of                
              documents?*                              

  **12.5**    *Does the product allow for              
              department-wide sharing of               
              documents? If so, how is                 
              this done?*                              

  **13**      **Security Administration                
              (Distribution and                        
              Delivery)**                              

  **13.1**    *Does the product allow for              
              notifications to be sent to              
              responsible officers with                
              regards to document access               
              and denial that a user                   
              encounters?*                             

  **13.2**    *Does the product allow for              
              the notification and                     
              enforcement of intellectual              
              property limitations on                  
              parts or a whole document?*              

  **14**      **Document Maintenance                   
              (Maintenance)**                          

  **14.1**    *Does the product allow for              
              the transfer of documents                
              between servers and site                 
              mirroring including moving               
              across development, testing,             
              staging, and production                  
              environments?*                           

  **15**      **Document Storage                       
              (Maintenance)**                          

  **15.1**    *Does the product support                
              capabilities for converting              
              documents to database                    
              records?*                                

  **15.2**    *Does the product allow for              
              document dates to be locked              
              once document has been                   
              defined as a database record             
              within the repository?*                  

  **15.3**    *Does the product support                
              the ability to restrict                  
              changes to content that have             
              been designated as records               
              within the repository?*                  

  **15.4**    *Does the system provide the             
              ability to group or link                 
              documents?*                              

  **15.5**    *Does the product allow the              
              ability to collect metadata              
              for assets that are not                  
              physically stored by the                 
              product?*                                

  **15.6**    *Does the product indicate               
              duplicate copies of                      
              documents/records to aid in              
              management of duplicates or              
              removal from the system? If              
              so, how?*                                

  **15.7**    *Does the product provide                
              the capability to manage and             
              preserve documents in an                 
              electronic format or                     
              structure such that they can             
              be reproduced and viewed in              
              the same manner as the                   
              original?*                               

  **15.8**    *Does the product provide a              
              centralized repository to                
              store online offline and                 
              archived documents?*                     

  **16**      **Versioning (Maintenance)**             

  **16.1**    *Does the product provide                
              the ability to backup                    
              documents and their                      
              associated metadata for                  
              recovery purposes? If so,                
              please describe.*                        

  **16.2**    *Does the product provide                
              versioning capabilities?*                

  **16.3**    *Are available versions of               
              documents/records displayed              
              to users?*                               

  **16.4**    *Are the differences between             
              versions of documents                    
              indicated to users?*                     

  **16.5**    *Are documents able to be                
              'rolled-back' to previous                
              versions?*                               

  **16.6**    *Are audit trails maintained             
              and displayed to users? If               
              so, what data is maintained              
              in an audit trail?*                      

  **17**      **Administration                         
              (Preservation and                        
              Destruction)**                           

  **17.1**    *Does the product provide                
              processes for document                   
              preservation and destruction             
              that are consistent with                 
              NARA records policies?*                  

  **17.2**    *Does the product allow for              
              automated notification that              
              a document is being                      
              preserved or destroyed?*                 

  **17.3**    *Does the product provide                
              the ability for                          
              administrators/records                   
              officers to flag documents               
              to be held past expiration               
              dates?*                                  

  **18**      **Archival and Deletion                  
              Process                                  
              Flexibility/Customization                
              (Preservation and                        
              Destruction)**                           

  **18.1**    *Does the product support                
              the ability to schedule and              
              track time and/or event                  
              dependent disposition and                
              instructions?*                           

  **18.2**    *Does the product allow both             
              automated and manual                     
              preservation and destruction             
              of marked documents?*                    

  **18.3**    *Does the product provide                
              the capability to identify               
              documents scheduled for                  
              disposition (transfer,                   
              archive, or deletion) and                
              present them to an                       
              authorized individual for                
              approval?*                               

  **18.4**    *Does the product allow for              
              preservation and destruction             
              processes that are                       
              customizable?*                           

  **19**      **Integration (Preservation              
              and Destruction)**                       

  **19.1**    *Does the product support                
              automatic archiving without              
              manual intervention in the               
              formats/media accepted by                
              NARA? If so, please                      
              describe.*                               

  **20**      **Records Management                     
              (Preservation and                        
              Destruction)**                           

  **20.1**    *What is the product                     
              certification number under               
              DOD 5015.2 and, more                     
              specifically, under                      
              Management of Classified                 
              Records?*                                

  **20.2**    *If the product is not                   
              certified, does the product              
              integrate with a partner                 
              product that is certified                
              under DOD 5015.2? Under                  
              Management of Classified                 
              Records?*                                

  **20.3**    *If the product or partner               
              product is certified, what               
              is the expiration date of                
              the certification(s)?*                   

  **20.4**    *Does the product allow                  
              metadata fields to be                    
              readily modified?*                       

  **20.5**    *What input file formats                 
              does the product support?*               

  **20.6**    *What tools are available                
              and what effort is involved              
              to import or integrate                   
              different file plans and                 
              disposition authorities                  
              (i.e., mandatory lengths of              
              retention based upon                     
              organization and topic) into             
              the Document/Records                     
              Management solution?*                    

  **21**      **Workflow Administration                
              (Review)**                               

  **21.1**    *Does the product provide                
              the ability to track the                 
              appropriate date and time                
              fields when a document is                
              created or updated?*                     

  **21.2**    *Can the product ensure that             
              all mandatory fields are                 
              completed before the                     
              document can be submitted to             
              workflow or routed to the                
              next person?*                            

  **21.3**    *Does the product allow                  
              external tracking to provide             
              a web interface for a                    
              document submitter or                    
              requestor to view the status             
              of the process?*                         

  **21.4**    *Does the product provide                
              the ability to track the                 
              date/time when a document is             
              received opened or forwarded             
              for each step in the                     
              workflow process?*                       

  **21.5**    *Does the product provide                
              the ability for workflow                 
              monitoring and statistical               
              reporting based on                       
              information such as document             
              name, category, location, or             
              group?*                                  

  **21.6**    *Can the product provide for             
              notifications upon                       
              processing through various               
              steps in the process?*                   

  **21.7**    *Does the product provide                
              the ability for authorized               
              users to customize and reuse             
              defined workflow processes?*             

  **22**      **Workflow Flexibility                   
              (Review)**                               

  **22.1**    *Are multiple levels of                  
              review and approval                      
              supported in workflow                    
              processes?*                              

  **22.2**    *Does the product allow for              
              parallel and serial review?              
              If so, can both types of                 
              review be included in a                  
              single workflow? How many                
              parallel tasks can be                    
              included in a single                     
              workflow?*                               

  **22.3**    *Does the product allow the              
              author or receiver of the                
              document to make changes or              
              accept/reject comments or                
              changes to the document and,             
              if required, return the                  
              document to previous person              
              in process?*                             

  **22.4**    *Does the product support                
              the approver to determine to             
              which previous step in the               
              workflow process the                     
              'rejected' document should               
              be returned?*                            

  **22.5**    *Does the product provide                
              the ability to create a new              
              version of an existing                   
              document and require that                
              the new version go back                  
              through the review process               
              before it is published? Are              
              users able to override                   
              predefined workflow steps?*              

  **22.6**    *Does the product allow the              
              ability to set timeframes                
              for document review and                  
              concurrence computing                    
              deadline dates for each                  
              reviewer/approver in                     
              workflow? If so, please                  
              describe how the product is              
              able to document                         
              concurrence?*                            

  **22.7**    *Does the product provide                
              automated workflow                       
              processing for moving                    
              documents through the steps              
              in the lifecycle through                 
              designated recipients and                
              their designated                         
              alternatives?*                           

  **22.8**    *Does the product allow for              
              routing a document to a 3rd              
              party and apply or link                  
              return information and edits             
              to the original document?*               

  **22.9**    *Does the product provide                
              the ability to print                     
              documents and linked files               
              at any step in the                       
              workflow?*                               

  **23**      **Advanced Workflow                      
              (Review)**                               

  **23.1**    *Does the product allow for              
              ad-hoc changes to workflows              
              that are in progress? Can ad             
              hoc changes be made at                   
              multiple levels? That is,                
              can the document be                      
              sequentially delegated                   
              through subordinate subflows             
              or loops? If not, how is                 
              work reassigned from agency              
              points-of-contact through                
              their hierarchical                       
              organizations?*                          

  **23.2**    *Does the product allow for              
              reassignment of work? If so,             
              how is that restricted? If               
              so, is accountability                    
              maintained on the individual             
              who reassigned the work?                 
              Must work reassigned by                  
              other than an administrator              
              (or owner) return to the                 
              reassignor?*                             

  **23.3**    *Does the product enforce                
              that users revisit work that             
              has been delegated to                    
              others?*                                 

  **23.4**    *Does the product allow for              
              multiple levels of user                  
              visibility into the                      
              reassignment of work?*                   

  **23.5**    *Does the product                        
              track/report accountability              
              (i.e. assignment) for work               
              throughout the system?*                  

  **23.6**    *Does the product integrate              
              or interface with 3rd party              
              workflow management systems?             
              If so, which ones?*                      

  **23.7**    *Does the product support a              
              security scheme that allows              
              all users on a workflow to               
              have access to                           
              folders/documents throughout             
              its life cycle?*                         

  **23.8**    *Does the support different              
              levels of security? If so,               
              please describe.*                        

  **23.9**    *Does the product support                
              security that is role-based              
              and group-based?*                        

  **24**      **Users/Groups (Roles and                
              Responsibilities)**                      

  **24.1**    *Can roles and                           
              responsibilities be assigned             
              and created on a                         
              user-by-user basis in the                
              system?*                                 

  **24.2**    *Can roles and                           
              responsibilities be assigned             
              on a group level in the                  
              system?*                                 

  **24.3**    *Are multiple administrators             
              supported?*                              

  **24.4**    *Can roles and                           
              responsibilities of                      
              administrators be assigned               
              and created? Can                         
              administrators be given                  
              responsibility for a portion             
              of the database including                
              certain groups of users,                 
              certain templates,                       
              group-specific role-based                
              lists (of subjects, for                  
              example), etc.?*                         

  **25**      **Role-based                             
              Permissions/Access (Roles                
              and Responsibilities)**                  

  **25.1**    *Are role-based permissions              
              and access levels available              
              out-of-box?*                             

  **25.2**    *Does the product allow                  
              administrators the ability               
              to manipulate users and                  
              attributes?*                             

  **25.3**    *Can out-of-the-box                      
              role-based permissions and               
              access levels be customized              
              and extended?*                           

  **25.4**    *Does the product provide                
              the ability to administer                
              security controls on users               
              in the system to prevent                 
              unauthorized users from                  
              modifying, destroying or                 
              posting web content?*                    

  **25.5**    *Does the product support                
              the ability to provide                   
              role-based access to content             
              based on type?*                          

  **25.6**    *Does the product support                
              the capability to limit                  
              access to content based on               
              access control lists?*                   

  **25.7**    *Does the product support                
              the management of roles and              
              access from external                     
              services?*                               

  **25.8**    *If so, does the product                 
              support the ability to                   
              import these roles and                   
              access levels into the                   
              product?*                                

  **26**      **Workflow Admin/Flexibility             
              (Roles and                               
              Responsibilities)**                      

  **26.1**    *Are designated users able               
              to override predefined                   
              workflow steps?*                         

  **26.2**    *Does the product allow                  
              designated users in the                  
              workflow process to define               
              usage rights of the document             
              once approved to the                     
              repository (i.e. update,                 
              view, archive)?*                         

  **27**      **Integration (Search)**                 

  **27.1**    *Does the product provide                
              the ability for the user to              
              perform a federated search               
              across other databases                   
              search engines and data                  
              stores?*                                 

  **27.2**    *Does the product offer                  
              search integration options?              
              If so, please describe.*                 

  **27.3**    *Does the product support                
              full text search?*                       

  **27.4**    *Does the product search                 
              different content types                  
              (i.e. OCR\'d text from                   
              images). Please list all                 
              content types that can be                
              searched.*                               

  **27.5**    *Does the product support                
              search of dynamic content                
              that is stored in                        
              databases?*                              

  **27.6**    *Does the product support                
              the ability to search for                
              content and return the                   
              relationship of the content              
              to other content in the                  
              site?*                                   

  **27.7**    *Does the product support                
              the ability to search for                
              content and return the                   
              relationship of that content             
              to content outside the                   
              site?*                                   

  **27.8**    *Are users able to search                
              the repository for content               
              based on meta-data?*                     

  **27.9**    *Are users able to search                
              the repository for content               
              based on category/taxonomy?*             

  **28**      **Data Set (Search)**                    

  **28.1**    *Does the product provide                
              the ability to search across             
              multiple formats and                     
              locations?*                              

  **28.2**    *Does the product provide                
              the ability to search based              
              on geographic mapping and/or             
              region?*                                 

  **28.3**    *Does the solution provide               
              the ability to limit the                 
              search for items that are                
              stored in the Web Content                
              Management system only, in               
              the Document Management                  
              system only, or both?*                   

  **29**      **Advanced (Search)**                    

  **29.1**    *Are users provided flexible             
              options when performing a                
              search (simple/advanced)?*               

  **29.2**    *Are users able to limit the             
              size of search results?*                 

  **29.3**    *Are users able to save                  
              their search and/or search               
              results?*                                

  **29.4**    *Can search capabilities be              
              customized?*                             

  **29.5**    *Does the product provide                
              advanced search                          
              capabilities? If so, please              
              list these capabilities.*                

  **30**      **Language (Search)**                    

  **30.1**    *Does the product support                
              the ability to search in                 
              multiple languages?*                     

  **30.2**    *Does the product provide                
              for English as the legal                 
              standard language for all                
              documents?*                              

  **31**      **Navigation/Taxonomy                    
              (Search)**                               

  **31.1**    *Can users find content                  
              outside of searching (i.e.               
              Navigation through a folder              
              based structure)?*                       

  **31.2**    *Does the product provide                
              the ability to navigate by               
              taxonomy?*                               

  **31.3**    *Does the product provide                
              the ability to enforce a                 
              consistent, customizable and             
              flexible taxonomy                        
              structure?*                              

  **32**      **Usability (Search)**                   

  **32.1**    *Does the product provide                
              any user guides and/or help              
              when searching?*                         

  **32.2**    *Does the product provide an             
              intuitive and user-friendly              
              interface for search?*                   

  **32.3**    *Does the product provide a              
              search capability that                   
              allows spelling and grammar              
              verification when conducting             
              a search?*                               

  **33**      **Result Set Formatting                  
              (Search)**                               

  **33.1**    *Does the product provide                
              results that include a short             
              or long abstract date                    
              created and/or modified file             
              format?*                                 

  **33.2**    *Does the product highlight              
              the search term in the                   
              result list?*                            

  **33.3**    *Does the product highlight              
              the search term within the               
              content in the result set?*              

  **33.4**    *Does the product provide                
              protocols to ensure that                 
              meta descriptions are                    
              followed?*                               

  **33.5**    *Can search results be                   
              returned by relevancy?*                  

  **33.6**    *Can the search results be               
              returned by rank order from              
              best to worst?*                          

  **33.7**    *Can search result sets be               
              returned to the user in                  
              different views?*                        

  **33.8**    *Does the product support                
              the return of matching                   
              search results displayed by              
              business category?*                      

  **33.9**    *Does the product support                
              the return of matching                   
              search results displayed by              
              taxonomy category?*                      

  **33.10**   *Do the product\'s search                
              results provide metadata                 
              descriptions? If so, please              
              describe.*                               

  **34**      **Result Set Features                    
              (Search)**                               

  **34.1**    *Does the product provide                
              the ability to prevent                   
              unpublished web content or               
              documents from appearing in              
              search results?*                         

  **34.2**    *Does the product provide                
              the user with the ability to             
              subscribe to relevant                    
              information returned in the              
              search?*                                 

  **35**      **Filter (Search)**                      

  **35.1**    *Does the product provide                
              the ability to search within             
              a search result set?*                    

  **35.2**    *Are filtering capabilities              
              supported when performing a              
              search?*                                 

  **36**      **AI (Search)**                          

  **36.1**    *Does the product allow for              
              searching by affinities or               
              likenesses?*                             

  **36.2**    *Does the product provide                
              suggestions if no search                 
              results are returned?*                   

  **36.3**    *Does the product provide                
              suggestions in cases where               
              search results are not                   
              found?*                                  

  **37**      **Ranking/Priority                       
              (Search)**                               

  **37.1**    *Does the product provide                
              the ability for the user to              
              determine and set ranking                
              criteria when performing an              
              advanced search?*                        

  **38**      **Administration (Search)**              

  **38.1**    *Does the product provide                
              the ability to store metrics             
              based on items searched?*                

  **39**      **Usability (User                        
              Interface)**                             

  **39.1**    *Does the product provide                
              online help for the content              
              management system?*                      

  **39.2**    *Does the product provide                
              the ability to allow access              
              to standard materials for                
              users (i.e. standards,                   
              guidelines, processes and                
              procedures)?*                            

  **39.3**    *Does the product present a              
              user friendly and efficient              
              interface for non-technical              
              users?*                                  

  **39.4**    *Does the product present an             
              efficient interface for                  
              technical or skilled users?*             

  **39.5**    *Does the product offer or               
              require (please specify) a               
              client-side software option              
              in addition to web? If so,               
              what capabilities are                    
              offered in the client-side               
              option versus the web?*                  

  **39.6**    *Does the product offer any              
              clients that work with email             
              in addition to                           
              document/records?*                       

  **40**      **Personalization (User                  
              Interface)**                             

  **40.1**    *Does the product have a                 
              customizable user                        
              interface?*                              

  **40.2**    *Does the product support                
              personalization?*                        

  **40.3**    *Does it support both user               
              and role-based                           
              personalization?*                        

  **41**      **Consistency (User                      
              Interface)**                             

  **41.1**    *Does the product provide a              
              consistent/seamless user                 
              interface across the entire              
              system?*                                 

  **41.2**    *Does the product provide                
              consistent/seamless                      
              integration modules with                 
              other products (i.e.                     
              portals)?*                               

  **41.3**    *If so, please describe the              
              functionality of these                   
              integration modules.*                    
  ---------------------------------------------------------------------------------

##  {#section-5 .unnumbered}

**Technical**

+-----+----------------------------+-------+--------------------------+
| **\ | **QUESTION**               | **SC  | **DETAILED RESPONSE**    |
| #** |                            | ORE** |                          |
+=====+============================+=======+==========================+
| **  | **Consoles                 |       |                          |
| 1** | (Administration)**         |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product offer a  |       |                          |
| *1. | GUI for executing all      |       |                          |
| 1** | administration functions?* |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *If so, is this GUI        |       |                          |
| *1. | web-based?*                |       |                          |
| 2** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | **Access Controls          |       |                          |
| 2** | (Administration)**         |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Can administrators        |       |                          |
| *2. | perform tasks from the     |       |                          |
| 1** | administrative interface?* |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | **Batch (Administration)** |       |                          |
| 3** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product support  |       |                          |
| *3. | the ability to create      |       |                          |
| 1** | batch jobs for             |       |                          |
|     | administration             |       |                          |
|     | activities?*               |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | **APIs (Application        |       |                          |
| 4** | Programmability)**         |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product have     |       |                          |
| *4. | published APIs available   |       |                          |
| 1** | for developers?*           |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product provide  |       |                          |
| *4. | documentation about the    |       |                          |
| 2** | API that is available to   |       |                          |
|     | developers?*               |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Is access to or           |       |                          |
| *4. | documented source code     |       |                          |
| 3** | provided with the          |       |                          |
|     | product?*                  |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *What technical skill set  |       |                          |
| *4. | is required for developers |       |                          |
| 4** | to customize the product?* |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | **Configuration            |       |                          |
| 5** | (Application               |       |                          |
|     | Programmability)**         |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Is modification to the    |       |                          |
| *5. | product's base code        |       |                          |
| 1** | required for               |       |                          |
|     | cus                        |       |                          |
|     | tomization/configuration?* |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product provide  |       |                          |
| *5. | visual configuration       |       |                          |
| 2** | tools?*                    |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | **Integration              |       |                          |
| 6** | (Authentication &          |       |                          |
|     | Authorization)**           |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product support  |       |                          |
| *6. | sign-on / single sign-on?  |       |                          |
| 1** | If so, what products are   |       |                          |
|     | supported for single-sign  |       |                          |
|     | on?*                       |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product provide  |       |                          |
| *6. | an integrated user         |       |                          |
| 2** | management and permission  |       |                          |
|     | system to be used for      |       |                          |
|     | role-based user            |       |                          |
|     | authorization for          |       |                          |
|     | accessing                  |       |                          |
|     | application/content        |       |                          |
|     | functionality?*            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | **Best Practices           |       |                          |
| 7** | (Execution Architecture)** |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product support  |       |                          |
| *7. | n-tier architecture?       |       |                          |
| 1** | Please describe the        |       |                          |
|     | overall architecture for   |       |                          |
|     | the solution.*             |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the solution support |       |                          |
| *7. | multi-site deployment?*    |       |                          |
| 2** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product allow    |       |                          |
| *7. | for distributed data       |       |                          |
| 3** | and/or content             |       |                          |
|     | repositories?*             |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the architecture     |       |                          |
| *7. | rely on a component-based  |       |                          |
| 4** | approach?*                 |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the architecture     |       |                          |
| *7. | support standard XML based |       |                          |
| 5** | data interchange as well   |       |                          |
|     | as independent platforms?* |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product comply   |       |                          |
| *7. | with standard versions of  |       |                          |
| 6** | XML/XSL parsers and        |       |                          |
|     | transformers?*             |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product support  |       |                          |
| *7. | voice XML?*                |       |                          |
| 7** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product support  |       |                          |
| *7. | DHTML?*                    |       |                          |
| 8** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the architecture     |       |                          |
| *7. | support caching? Please    |       |                          |
| 9** | describe the caching       |       |                          |
|     | algorithm.*                |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | **User Access (Execution   |       |                          |
| 8** | Architecture)**            |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Is access to the          |       |                          |
| *8. | product's capabilities     |       |                          |
| 1** | (such as workflow, content |       |                          |
|     | creation, template         |       |                          |
|     | creation) supported        |       |                          |
|     | through the corporate      |       |                          |
|     | firewall and implemented   |       |                          |
|     | with sufficient security?* |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the solution support |       |                          |
| *8. | communication across a     |       |                          |
| 2** | corporate firewall?*       |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product support  |       |                          |
| *8. | in                         |       |                          |
| 3** | tranet/internet/extranet?* |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product require  |       |                          |
| *8. | any specific open ports?   |       |                          |
| 4** | If so, which ports?*       |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *If the product requires   |       |                          |
| *8. | specific open ports, can   |       |                          |
| 5** | these ports be changed?*   |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Does the product support  |       |                          |
| *8. | users located globally?*   |       |                          |
| 6** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | **Integration (Execution   |       |                          |
| 9** | Architecture)**            |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *What operating            |       |                          |
| *9. | systems/platforms are      |       |                          |
| 1** | supported?*                |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *What network protocols    |       |                          |
| *9. | does your system support?* |       |                          |
| 2** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Describe the architecture |       |                          |
| *9. | of your system (Include    |       |                          |
| 3** | Diagrams).*                |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *Describe and explain the  |       |                          |
| *9. | various system             |       |                          |
| 4** | components.*               |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *What mainframe            |       |                          |
| *9. | integration is supported?* |       |                          |
| 5** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *What native database      |       |                          |
| *9. | formats and protocols does |       |                          |
| 6** | the system support?*       |       |                          |
+-----+----------------------------+-------+--------------------------+
| *   | *What email applications   |       |                          |
| *9. | does the product integrate |       |                          |
| 7** | with?*                     |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | **Scalability (Execution   |       |                          |
| 0** | Architecture)**            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Provide information about |       |                          |
| 10. | the scalability of your    |       |                          |
| 1** | system. Your description   |       |                          |
|     | is not limited to, but     |       |                          |
|     | must include at least the  |       |                          |
|     | following statistics:      |       |                          |
|     | (Provide the value that is |       |                          |
|     | the lesser of the          |       |                          |
|     | theoretical limit and the  |       |                          |
|     | actual maximum value that  |       |                          |
|     | is in production) -- Note: |       |                          |
|     | please provide your        |       |                          |
|     | hardware and software      |       |                          |
|     | specifications for all     |       |                          |
|     | data points.*              |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Maximum number of         |       |                          |
| 10. | concurrent users/system    |       |                          |
| 2** | (For the purpose of this   |       |                          |
|     | question, concurrent is    |       |                          |
|     | defined as the ability for |       |                          |
|     | users to perform an action |       |                          |
|     | at the exact same time)*   |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Maximum number of         |       |                          |
| 10. | transactions per second*   |       |                          |
| 3** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Maximum number of         |       |                          |
| 10. | concurrent distributed     |       |                          |
| 4** | databases supported (For   |       |                          |
|     | the purpose of this        |       |                          |
|     | question, concurrent is    |       |                          |
|     | defined as the ability for |       |                          |
|     | technologies to be used to |       |                          |
|     | support the application)*  |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Maximum number of         |       |                          |
| 10. | concurrent application     |       |                          |
| 5** | servers*                   |       |                          |
|     |                            |       |                          |
|     | *(For the purpose of this  |       |                          |
|     | question, concurrent is    |       |                          |
|     | defined as the ability for |       |                          |
|     | technologies to be used to |       |                          |
|     | support the application)*  |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Is overhead added to the  |       |                          |
| 10. | base operating system      |       |                          |
| 6** | servers by the product?*   |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | **User Access (Feature     |       |                          |
| 1** | Set)**                     |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Is the product Section    |       |                          |
| 11. | 508 compliant?*            |       |                          |
| 1** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product          |       |                          |
| 11. | integrate with the best of |       |                          |
| 2** | breed 3rd party            |       |                          |
|     | applications for Section   |       |                          |
|     | 508 compliance?*           |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Are all of the product\'s |       |                          |
| 11. | functions executable from  |       |                          |
| 3** | both a mouse and a         |       |                          |
|     | keyboard?*                 |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Are all of the product\'s |       |                          |
| 11. | functions and the result   |       |                          |
| 4** | of performing those        |       |                          |
|     | functions discerned        |       |                          |
|     | textually?*                |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product disrupt  |       |                          |
| 11. | or disable activated       |       |                          |
| 5** | operating system           |       |                          |
|     | accessibility features?*   |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product provide  |       |                          |
| 11. | a well-defined indication  |       |                          |
| 6** | of the current screen      |       |                          |
|     | focus? This focus must     |       |                          |
|     | move among interactive     |       |                          |
|     | interface elements as the  |       |                          |
|     | input focus changes.       |       |                          |
|     | Assistive technology must  |       |                          |
|     | be able to track the       |       |                          |
|     | current screen focus and   |       |                          |
|     | any focus changes.*        |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product make     |       |                          |
| 11. | sufficient information     |       |                          |
| 7** | about user interface       |       |                          |
|     | elements available to      |       |                          |
|     | assistive technology?      |       |                          |
|     | Necessary information      |       |                          |
|     | includes the identity,     |       |                          |
|     | operation and state of a   |       |                          |
|     | user interface element.*   |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *When bitmap images are    |       |                          |
| 11. | used on the web content    |       |                          |
| 8** | management system to       |       |                          |
|     | identify controls, status  |       |                          |
|     | indicators, or other       |       |                          |
|     | programmatic elements, is  |       |                          |
|     | the meaning assigned to    |       |                          |
|     | those images consistent    |       |                          |
|     | throughout the             |       |                          |
|     | application\'s             |       |                          |
|     | performance?*              |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Do the product\'s pages   |       |                          |
| 11. | and applications override  |       |                          |
| 9** | user-selected contrast and |       |                          |
|     | color selections or other  |       |                          |
|     | associated display         |       |                          |
|     | attributes?*               |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Does the product provide  |       |                          |
| 1.1 | any animation features?*   |       |                          |
| 0** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *If so when animation is   |       |                          |
| 1.1 | displayed, is the          |       |                          |
| 1** | information displayable in |       |                          |
|     | at least one non-animated  |       |                          |
|     | presentation mode at the   |       |                          |
|     | option of the user?*       |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Is color-coding used in   |       |                          |
| 1.1 | the solution as the only   |       |                          |
| 2** | means of conveying         |       |                          |
|     | information, indicating an |       |                          |
|     | action, prompting a        |       |                          |
|     | response, or               |       |                          |
|     | distinguishing a visual    |       |                          |
|     | element?*                  |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *If the solution permits a |       |                          |
| 1.1 | user to adjust color and   |       |                          |
| 3** | contrast settings, are a   |       |                          |
|     | variety of color           |       |                          |
|     | selections capable of      |       |                          |
|     | producing a range of       |       |                          |
|     | contrast levels            |       |                          |
|     | available?*                |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Does the product use      |       |                          |
| 1.1 | flashing text, objects, or |       |                          |
| 4** | other elements having a    |       |                          |
|     | blink frequency between 2  |       |                          |
|     | Hz and 55 Hz?*             |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *When electronic forms are |       |                          |
| 1.1 | used in the system, does   |       |                          |
| 5** | the form allow users to    |       |                          |
|     | leverage assistive         |       |                          |
|     | technology to access the   |       |                          |
|     | information, field         |       |                          |
|     | elements, and              |       |                          |
|     | functionalities required   |       |                          |
|     | for completion, and        |       |                          |
|     | submission of the form,    |       |                          |
|     | including all directions   |       |                          |
|     | and cues?*                 |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Does the product support  |       |                          |
| 1.1 | a text equivalent for      |       |                          |
| 6** | every non-text element?*   |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Does the product provide  |       |                          |
| 1.1 | any multimedia             |       |                          |
| 7** | presentations?*            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *If so, are equivalent     |       |                          |
| 1.1 | alternatives for any       |       |                          |
| 8** | multimedia presentation    |       |                          |
|     | synchronized with the      |       |                          |
|     | presentation?*             |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Are all row and column    |       |                          |
| 1.1 | headers identified on data |       |                          |
| 9** | tables included in the     |       |                          |
|     | product?*                  |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *For data tables that have |       |                          |
| 1.2 | two or more logical levels |       |                          |
| 0** | of row or column headers,  |       |                          |
|     | does the product use       |       |                          |
|     | markup to associate data   |       |                          |
|     | cells and header cells?*   |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Does the product title    |       |                          |
| 1.2 | each frame to facilitate   |       |                          |
| 1** | frame identification and   |       |                          |
|     | navigation?*               |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Does the product describe |       |                          |
| 1.2 | how frames relate to one   |       |                          |
| 2** | another if it is not       |       |                          |
|     | obvious by frame titles    |       |                          |
|     | alone?*                    |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Is the product designed   |       |                          |
| 1.2 | to avoid causing the       |       |                          |
| 3** | screen to flicker with a   |       |                          |
|     | frequency between 2 Hz and |       |                          |
|     | 55 Hz?*                    |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Does the product\'s       |       |                          |
| 1.2 | interface utilize          |       |                          |
| 4** | scripting languages to     |       |                          |
|     | display content or create  |       |                          |
|     | interface elements?*       |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *If so, does the script    |       |                          |
| 1.2 | provide the information    |       |                          |
| 5** | identified with functional |       |                          |
|     | text that can be read by   |       |                          |
|     | assistive technology?*     |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Does the product require  |       |                          |
| 1.2 | any applets, plugins, or   |       |                          |
| 6** | other application be       |       |                          |
|     | present on the user\'s     |       |                          |
|     | machine to interpret page  |       |                          |
|     | content?*                  |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *If so, does the page      |       |                          |
| 1.2 | provide a link to the      |       |                          |
| 7** | necessary application?*    |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Further, does the plugin  |       |                          |
| 1.2 | or applet itself comply    |       |                          |
| 8** | with the Software          |       |                          |
|     | Applications and Operating |       |                          |
|     | Systems Accessibility      |       |                          |
|     | requirements?*             |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Is the product usable     |       |                          |
| 1.2 | when scripts, applets, or  |       |                          |
| 9** | other programmatic objects |       |                          |
|     | are turned off, or not     |       |                          |
|     | supported?*                |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | *Is the product based on   |       |                          |
| 1.3 | UNICODE for multilingual   |       |                          |
| 0** | support?*                  |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | **Workflow (Feature Set)** |       |                          |
| 2** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product support  |       |                          |
| 12. | automated Workflow         |       |                          |
| 1** | Management?*               |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | **Collaboration (Feature   |       |                          |
| 3** | Set)**                     |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product offer    |       |                          |
| 13. | collaborative components   |       |                          |
| 1** | that are easy to integrate |       |                          |
|     | with content sources to    |       |                          |
|     | allow for real-time        |       |                          |
|     | sharing of information?*   |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | **Collaboration &          |       |                          |
| 4** | Concurrent Authoring       |       |                          |
|     | (Feature Set)**            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product support  |       |                          |
| 14. | collaboration? If so,      |       |                          |
| 1** | how?*                      |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product allow    |       |                          |
| 14. | distributed authoring and  |       |                          |
| 2** | support concurrent         |       |                          |
|     | authoring?*                |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | **Support of Languages &   |       |                          |
| 5** | Standards (Feature Set)**  |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product\'s       |       |                          |
| 15. | fundamental technology     |       |                          |
| 1** | support use of XML/XSL?*   |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Is the product based on   |       |                          |
| 15. | open standards like ODMA   |       |                          |
| 2** | (Open Document Management  |       |                          |
|     | API) to provide            |       |                          |
|     | connectivity with native   |       |                          |
|     | document formats?*         |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | **Data/Link Management     |       |                          |
| 6** | (Feature Set)**            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product allow    |       |                          |
| 16. | for creation of            |       |                          |
| 1** | association between        |       |                          |
|     | documents?*                |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product enable   |       |                          |
| 16. | access to documents with   |       |                          |
| 2** | their attributes and their |       |                          |
|     | respective document        |       |                          |
|     | repositories?*             |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | **Standards                |       |                          |
| 7** | (Interoperability)**       |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product support  |       |                          |
| 17. | Open Standards to support  |       |                          |
| 1** | interoperability?*         |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product support  |       |                          |
| 17. | Web Services?*             |       |                          |
| 2** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | **Existing Architectural   |       |                          |
| 8** | Fit (Interoperability)**   |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product support  |       |                          |
| 18. | re-use of organizational   |       |                          |
| 1** | assets and provide tools   |       |                          |
|     | to mass import the         |       |                          |
|     | existing documents?*       |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product support  |       |                          |
| 18. | integration with           |       |                          |
| 2** | desktop/high speed         |       |                          |
|     | scanning capability? If    |       |                          |
|     | so, please describe.*      |       |                          |
+-----+----------------------------+-------+--------------------------+
| **1 | **3^rd^ Party Integration  |       |                          |
| 9** | (Interoperability)**       |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product support  |       |                          |
| 19. | the ability to integrate   |       |                          |
| 1** | third-party                |       |                          |
|     | personalization            |       |                          |
|     | solutions?*                |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product support  |       |                          |
| 19. | integration with eFax      |       |                          |
| 2** | capabilities?*             |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Is the product able to    |       |                          |
| 19. | integrate with Service     |       |                          |
| 3** | Bureau Imaging             |       |                          |
|     | applications?*             |       |                          |
+-----+----------------------------+-------+--------------------------+
| **2 | **Management               |       |                          |
| 0** | (Operations)**             |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the solution allow   |       |                          |
| 20. | for product upgrades on    |       |                          |
| 1** | top of existing versions?* |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product provide  |       |                          |
| 20. | a mechanism to archive and |       |                          |
| 2** | purge content?*            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *If so, what capabilities  |       |                          |
| 20. | and/or processes are       |       |                          |
| 3** | available?*                |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product provide  |       |                          |
| 20. | automated monitoring tools |       |                          |
| 4** | for CMS operations         |       |                          |
|     | management?*               |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product          |       |                          |
| 20. | integrate with potential   |       |                          |
| 5** | existing network           |       |                          |
|     | management systems?*       |       |                          |
+-----+----------------------------+-------+--------------------------+
| **2 | **Performance /            |       |                          |
| 1** | Reliability (Operations)** |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Are there load balancing  |       |                          |
| 21. | options for the product?*  |       |                          |
| 1** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Are there fault tolerance |       |                          |
| 21. | options available for the  |       |                          |
| 2** | product?*                  |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *How is fault tolerance    |       |                          |
| 21. | achieved?*                 |       |                          |
| 3** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product          |       |                          |
| 21. | interface with any 3rd     |       |                          |
| 4** | party backup and recovery  |       |                          |
|     | tools?*                    |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Do you support            |       |                          |
| 21. | uninterrupted backup and   |       |                          |
| 5** | recovery?*                 |       |                          |
+-----+----------------------------+-------+--------------------------+
| **2 | **General (Scalability &   |       |                          |
| 2** | Performance)**             |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *What is the average       |       |                          |
| 22. | response time/page         |       |                          |
| 1** | displays for: -- Note:     |       |                          |
|     | please provide your        |       |                          |
|     | hardware and software      |       |                          |
|     | specifications for all     |       |                          |
|     | data points.*              |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *100 concurrent users?*    |       |                          |
| 22. |                            |       |                          |
| 2** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *500 concurrent users?*    |       |                          |
| 22. |                            |       |                          |
| 3** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *1000 concurrent users?*   |       |                          |
| 22. |                            |       |                          |
| 4** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *2000 concurrent users?*   |       |                          |
| 22. |                            |       |                          |
| 5** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **2 | **Architecture             |       |                          |
| 3** | (Security)**               |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product enable   |       |                          |
| 23. | transmission of content    |       |                          |
| 1** | over secure connections?*  |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Please explain the        |       |                          |
| 23. | security architecture of   |       |                          |
| 2** | the product.*              |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Are transactions across   |       |                          |
| 23. | the network encrypted?*    |       |                          |
| 3** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **2 | **Administration           |       |                          |
| 4** | (Security)**               |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product provide  |       |                          |
| 24. | the ability for            |       |                          |
| 1** | administrators to define   |       |                          |
|     | rules and feature          |       |                          |
|     | accessibility to the       |       |                          |
|     | system by users? Does the  |       |                          |
|     | security scheme support    |       |                          |
|     | groups and roles? Can      |       |                          |
|     | users be granted any or    |       |                          |
|     | all-administrative rights? |       |                          |
|     | Can group or role limit    |       |                          |
|     | this?*                     |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the system provide   |       |                          |
| 24. | event notification?*       |       |                          |
| 2** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Are notifications         |       |                          |
| 24. | configurable?*             |       |                          |
| 3** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Can aspects/components of |       |                          |
| 24. | the systems be: (please be |       |                          |
| 4** | detailed including the     |       |                          |
|     | interface used)*           |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Managed?*                 |       |                          |
| 24. |                            |       |                          |
| 5** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Monitored?*               |       |                          |
| 24. |                            |       |                          |
| 6** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Logged?*                  |       |                          |
| 24. |                            |       |                          |
| 7** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product have any |       |                          |
| 24. | tools to determine average |       |                          |
| 8** | response times?*           |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product provide  |       |                          |
| 24. | reporting capabilities?*   |       |                          |
| 9** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **2 | *Are reporting tools       |       |                          |
| 4.1 | integrated with the        |       |                          |
| 0** | product?*                  |       |                          |
+-----+----------------------------+-------+--------------------------+
| **2 | **Digital Signatures       |       |                          |
| 5** | (Security)**               |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Does the product support  |       |                          |
| 25. | digital signatures?*       |       |                          |
| 1** |                            |       |                          |
+-----+----------------------------+-------+--------------------------+
| **2 | **Contracts and Service    |       |                          |
| 6** | Offerings**                |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *On request would you be   |       |                          |
| 26. | willing to demonstrate     |       |                          |
| 1** | your products and discuss  |       |                          |
|     | your services based on     |       |                          |
|     | this request?*             |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Do you currently have     |       |                          |
| 26. | existing government wide   |       |                          |
| 2** | contracts with agencies    |       |                          |
|     | that offer your products   |       |                          |
|     | and services? If so,       |       |                          |
|     | please provide the         |       |                          |
|     | following for each         |       |                          |
|     | contract:*                 |       |                          |
|     |                            |       |                          |
|     | 1)  *Contract number*      |       |                          |
|     |                            |       |                          |
|     | 2)  *Agency name, point of |       |                          |
|     |     contact, and telephone |       |                          |
|     |     number*                |       |                          |
|     |                            |       |                          |
|     | 3)  *Brief description of  |       |                          |
|     |     products and services  |       |                          |
|     |     available*             |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Please describe service   |       |                          |
| 26. | offerings in the following |       |                          |
| 3** | areas:*                    |       |                          |
|     |                            |       |                          |
|     | 1)  *Product installation  |       |                          |
|     |     and testing*           |       |                          |
|     |                            |       |                          |
|     | 2)  *Product integration*  |       |                          |
|     |                            |       |                          |
|     | 3)  *Training options      |       |                          |
|     |     (installation,         |       |                          |
|     |     administration, user   |       |                          |
|     |     training, online       |       |                          |
|     |     courses, etc.)*        |       |                          |
|     |                            |       |                          |
|     | 4)  *Other offerings (e.g. |       |                          |
|     |     help desks for         |       |                          |
|     |     administration or user |       |                          |
|     |     support, hotlines,     |       |                          |
|     |     etc.)*                 |       |                          |
+-----+----------------------------+-------+--------------------------+
| **  | *Please provide a list of  |       |                          |
| 26. | your technology partners   |       |                          |
| 4** | and the name of their      |       |                          |
|     | specific products that     |       |                          |
|     | successfully integrate or  |       |                          |
|     | support your products.*    |       |                          |
+-----+----------------------------+-------+--------------------------+