Spreadsheet: 53df8e15-4552-4ac8-8425-33af2a546c70
Sheet: 1. General and Technical

General and Technical
Req # | Description of Requirement | Response | Comments
Technical Environment
GT.1 | The system has the ability to flow all changes made in the system throughout all system modules without the need for duplicate data entry.
The system has the ability to import and export data from (or to) standard file formats including but not limited to:
GT.2 | HTML;
GT.3 | XML;
GT.4 | PDFs that are text based and searchable;
GT.5 | ASCII;
GT.6 | CSV;
GT.7 | MS Excel;
GT.8 | MS Access; and
GT.9 | Other County-defined desktop productivity applications.
GT.10 | The system has the ability to import and export data with web services formats.
GT.11 | The system has the ability to support access for information for internally hosted or externally hosted applications.
GT.12 | The system has the ability to post data in a real-time fashion.
GT.13 | The system has the ability to provide a library of standard reports (i.e., "canned" reports).
GT.14 | The system has the ability to provide an ad hoc reporting environment that is OLE-DB and SQL native compliant.
GT.15 | The system has the ability to allow a user to modify existing reports, with appropriate security permissions.
GT.16 | The system has the ability to access data files at the same time without collision or file/record/field locking problems.
GT.17 | The system has the ability to support foreign zip codes.
GT.18 | The system has the ability to provide a centralized data dictionary, that fully describes table structure and appropriate levels of metadata.
GT.19 | The system has the ability to allow sub-second screen response time for all applications.
GT.20 | The system can generate all standard reports in less than five minutes. Reports that will require more than this amount of time should be listed in "Comments" (column E) with a description of the reason so much time is required for each individual report.
GT.21 | The system has the ability to support the Counties's preferred browsers (as described in the technical specifications section of the RFP).
Security
GT.22 | The system has the ability to utilize LDAP (Active Directory) for user validation.
GT.23 | The system has the ability to store passwords in encrypted form.
GT.24 | The system has the ability to provide import and export capabilities with user-level security options to control access to sensitive information.
The system has the ability to provide security at the following levels:
GT.25 | Department;
GT.26 | Division;
[NAME] | Role or group;
GT.28 | User ID;
GT.29 | Screen;
GT.30 | Menu;
GT.31 | Report;
GT.32 | Database table;
GT.33 | Object;
[NAME] | Record;
GT.35 | Field;
GT.36 | Job function;
GT.37 | Element in chart of accounts; and
GT.38 | Transaction type.
GT.39 | The system has the ability to allow the County to determine which fields are visible to users.
GT.40 | The system has the ability to provide role-based security.
GT.41 | The system has the ability to provide document-based security.
The system has the ability to track audit changes throughout the system that creates a log of all records maintained and includes:
GT.42 | Date;
GT.43 | Time;
GT.44 | User;
GT.45 | Information prior to change;
[NAME] | IP address;
GT.47 | Machine name;
GT.48 | Changed information; and
GT.49 | Other administer-configurable information.
GT.50 | The system has the ability to update all security roles automatically when a change in the "master" role is made.
GT.51 | The system has the ability to provide functional security to control what processes can be performed by certain users.
GT.52 | The system has the ability to provide access to audit trails for only the users with proper security based upon the user’s security profile.
GT.53 | The system has the ability to allow any user with the proper security, to be able to print event information or event audit trail information.
GT.54 | The system has the ability to allow system hardware to integrate security and file system permissions within an LDAP (Active Directory) environment.
GT.55 | The system has the ability to allow the System Administrator to add and change permissions for system access.
GT.56 | The system has the ability to log users off the system after an administrator-defined period of inactivity, based on user-defined roles.
GT.57 | The system has the ability to allow a System Administrator to log out users.
GT.58 | The system has the ability to allow a System Administrator to log out users by module (i.e inquiry only access).
GT.59 | The system has the ability to provide customizable audit reports.
GT.60 | The system has the ability to provide configurable exception reports.
GT.61 | The system has the ability to allow authorized users to have access to a log of security activity to determine users that have signed on and off the system, as well as unsuccessful attempts to sign on to the system.
GT.62 | The system has the ability to allow the audit trail to have a date/time stamp to the nearest second.
The system has the ability to mask fields by user role including but not limited to:
GT.63 | Tax numbers/ID;
GT.64 | Date of Birth;
GT.65 | Passwords;
GT.66 | Credit card numbers;
GT.67 | Checking and banking account numbers;
GT.68 | Social Security numbers;
GT.69 | Drivers License numbers;
GT.70 | [NAME] addresses;
GT.71 | Rates; and
GT.72 | Other, user-defined fields.
GT.73 | The system has the ability to be operational on a 24 x 7 scheduled basis.
GT.74 | The system has the ability to support both tape and tapeless backups.
GT.75 | The system has the ability to ensure that all cashiering modules are Payment Card Industry (PCI) compliant.
GT.76 | The system has the ability to provide roll-back capability in the database in order to rebuild data files, if necessary.
User Interface
GT.77 | The system has the ability to provide drop down boxes and "pick lists" for data selection.
GT.78 | The system has the ability to provide configurable quick keys (i.e., function keys).
GT.79 | The system has the ability to comply with accessibility standards pronounced in the Americans with Disabilities Act (ADA).
GT.80 | The system has the ability to provide functionality or integrate with third-party products to enlarge the print on computer screens (i.e., screen magnification).
GT.81 | The system has the ability to provide functionality or integrate with third-party products to provide text-to-audio capabilities (i.e., screen reading software).
GT.82 | The system has the ability to provide functional online help documentation for system end users.
[NAME] | The system has the ability to provide technical online help documentation for system administrators.
GT.84 | The system has the ability to provide integration with the Microsoft clipboard, with appropriate security permissions.
GT.85 | The system has the ability to provide error messages that appear in a consistent format across all system modules.
GT.86 | The system has the ability to provide error messages that are integrated with online help functionality.
GT.87 | The system has the ability to create error logs with detail associated with the error.
GT.88 | The system has the ability to allow users to send error reports to the County IT Division.
GT.89 | The system has the ability to provide administrator configurable error messages.
GT.90 | The system has the ability to provide user-defined fields with appropriate security permissions.
GT.91 | The system has the ability to allow the County to determine which fields are required.
GT.92 | The system has the ability to provide an administrative messaging system (e.g., a message to alert users of system maintenance activity).
GT.93 | The system has the ability to provide customizable screens based on roles and permissions.
GT.94 | The system has the ability to provide customizable screens including moving rows and columns, locking fields, and freeze columns based on roles and security permissions.
GT.95 | The system has the ability to provide contextual help with the ability to turn this feature off (i.e., field descriptions that are displayed based on the location of the mouse or cursor).
GT.96 | The system has the ability to provide customizable help.
GT.97 | The system has the ability to provide data validation on entry.
GT.98 | The system has the ability to attach files to records in the system.
GT.99 | The system has the ability to accommodate a County-defined limit type of file.
GT.100 | The system has the ability to add a new value to a drop down table without having to navigate from the table, with appropriate security permissions.
GT.101 | The system has the ability to accommodate County-defined limitations on the size of file attachments.
GT.102 | The system has the ability to provide reconciliation tools for all modules.
GT.103 | The system has the ability to provide drill down capability on all screens.
GT.104 | The system has the ability to provide drill down capability to see attachments to records based on security permissions.
GT.105 | The system has the ability to restrict drill down capability based on security permissions.
GT.106 | The system has the ability to allow a user screen to have an option for the number of records that will be displayed (i.e., 25, 50, 100 search results with the option to choose how many).
GT.107 | The system has the ability to provide the user with standard field editing capabilities including but not limited to: navigation forward and backward to complete data entry and the ability to correct spelling mistakes without having to retype the entire word again.
GT.108 | The system has the ability to spell check on any field with the ability to turn this feature on and off.
GT.109 | The system has the ability to allow an administrator to configure the dictionary within the system that drives the spell check functionality.
GT.110 | The system has the ability to accommodate word-wrap in a data field without having to hit "return."
GT.111 | The system has the ability to provide predictive text capability.
GT.112 | The system has the ability to provide customizable screens.
GT.113 | The system has the ability to search by wild cards, based on security permissions.
GT.114 | The system has the ability to allow the user to select search result items and drill down for further detail, with security permissions.
[NAME] | The system has the ability to support pre-filled fields in appropriately pre-formatted screens eliminating redundant data entry.
GT.116 | The system has the ability to provide links to associated modules from any display screen to minimize backing out of one screen to access another, with appropriate security.
GT.117 | The system has the ability to support access from mobile devices (e.g., for County-defined approvals and Executive Information System) with appropriate security permissions.
The system has the ability to support full operation on the following mobile device operating systems:
GT.118 | Android
GT.119 | Apple iOS
GT.120 | Windows
GT.121 | The system has the ability for multiple sessions to be open at the same time.
GT.122 | The system has the ability to warn a user that they are about to execute a process and ask if they want to proceed (i.e., to warn before posting a batch of changes, etc.).
GT.123 | The system has the ability to allow a user to configure which business process are prompted with a warning to proceed, with appropriate security permissions.
GT.124 | The system has the ability to allow split screen views on dual monitors.
GT.125 | The system has the ability to allow the configuration of processes using either the keyboard only, the mouse only, or a combination of the two, depending on a user's preference.
GT.126 | The system has the ability to provide the user with integrated application modules that offer a consistent user interface to minimize user training and administration of the system.
Workflow
GT.127 | The system has the ability to initiate and track the approval process.
GT.128 | The system has the ability to assign different levels of approval for the same user.
GT.129 | The system has the ability to maintain separation of duties related to workflow approval processes by flag.
GT.130 | The system has the ability to provide workflow functionality in all system modules.
GT.131 | The system has the ability to integrate workflow capability to all applications listed in the Interfaces Tab that have a type of integration of "BOTH." Exceptions should be noted in the comment field.
The system has the ability to set workflow rules by:
GT.132 | User;
GT.133 | Role;
GT.134 | Department;
GT.135 | Division;
GT.136 | Account Number;
GT.137 | Thresholds;
GT.138 | Percentage argument;
GT.139 | Numerical argument; and
GT.140 | User-defined criteria.
GT.141 | The system has the ability to allow temporary status changes of users (e.g., unavailable due to vacation time).
GT.142 | The system has the ability to re-route workflow assignments based on availability triggered by unavailable status.
GT.143 | The system has the ability to re-route workflow assignments based on availability triggered by County-defined periods of no response.
GT.144 | The system has the ability to integrate with MS Office Outlook Calendar for availability of users.
GT.145 | The system has the ability to provide escalation paths based on user-defined criteria (e.g., minimum period of no response, etc.).
GT.146 | The system has the ability to provide event-driven notifications by email that may be configured at any step in any workflow routine.
GT.147 | The system has the ability to allow all notifications to be configurable by the County.
Content Management
GT.148 | The system has the ability to provide integrated content management functionality across all system modules.
GT.149 | The system has the ability to fully integrate with the County's Document Management System.
GT.150 | The system has the ability for established system security to apply to documents stored in the content manager (i.e., some documents will not be viewable to all users).
The system has the ability for the content manager to store files in the following formats:
GT.151 | .doc(x);
[NAME] | .xls(x);
GT.153 | .ppt(x);
GT.154 | Other MS office formats;
GT.155 | PDFs that are text based and searchable;
GT.156 | .gif;
GT.157 | .jpg;
GT.158 | .dwg (cad);
GT.160 | .tif
GT.161 | Other image and non image formats.
GT.162 | The system has the ability to link documents stored in the content manager to individual transactions throughout the system.
GT.163 | The system has the ability to allow configuration for the automatic production of content manager documents (e.g., an electronic image of all permits printed is generated and stored).
GT.164 | The system has the ability to accommodate compliance with State of Wisconsin document retainage policies throughout all system modules.
GT.165 | The system has the ability for the content manager to store audit trail information of events associated with documents stored (i.e., user, date, time, etc.).
GT.166 | The system has the ability to provide content management functionality that allows user-friendly searching of all documents stored.
GT.167 | The system has the ability to support the entering of documents into the content manager via barcode scanning (i.e., printing a bar code that is later scanned to link the scanned file to a record in the content manager).
GT.168 | The system has the ability to allow access to all documents stored in the content manager when a user is remotely using the system through a web interface.
GT.169 | The system has the ability to archive documents stored in the content manager based on user-defined conditions with appropriate permissions.
Support and Documentation
GT.170 | The system has the ability to allow properly authorized users to configure and maintain all system settings from any workstation on the local/wide area network using a browser.
GT.171 | The system has the ability to allow centralized deployment of system updates and system maintenance.
GT.172 | The system has the ability to allow remote deployment of system updates and system maintenance.
GT.173 | The system has the ability to accommodate deployment of system updates and maintenance to all affected systems according to user-defined effective dates (e.g., calendar and fiscal year parameter changes).
GT.174 | The vendor must proactively notify the System Administrator regarding which releases of third-party software (JAVA virtual machine, Internet Explorer, [NAME], [NAME], etc.) are known to create problems with the current version of the vendor software.
The vendor, at a minimum must adhere to the following standards for issue resolution:
GT.175 | Severity Level 1, system is down. Attention required immediately, maximum of 30 minute response time.
GT.176 | Severity Level 2, major functionality of the system is impacted or parts of the system are down. Maximum of 1 hour response time.
GT.177 | Severity Level 3, non-mission critical processes are impacted. Maximum of 8 hour response time.
[NAME] | The system has the ability to allow for outage times to be based on a 24x7 basis instead of working hours.
GT.179 | The system has the ability to allow for severity levels for support as defined by the County.
GT.180 | The vendor will provide web-based support, with a searchable database of common problems, to assist end users in researching error messages.
GT.181 | The system has the ability to adhere to the County's security policy, which requires vendors to request for access to the application for trouble shooting.
GT.182 | The system has the ability to provide online software documentation for all software application modules.
GT.183 | The system has the ability to provide an online tutorial to assist users learning the software.
GT.184 | The system must have the "built-in" capability to provide support through remote access to the application in accordance with County procedures.
GT.185 | The vendor offers software application support during planned upgrades, after typical operating hours.
GT.186 | The vendor offers access to an online user group community.
GT.187 | The vendor offers a suite of online training modules.
GT.188 | The vendor offers periodic live webinar training sessions at no additional cost.
GT.189 | The vendor offers recorded training sessions to be viewed at no additional cost.
GT.190 | The vendor offers an implementation project management website, that includes FTP process for file sharing between the vendor and client.
Reporting and Dashboards
GT.191 | The system has the ability to provide an Executive Information System (EIS) (i.e., a performance dashboard).
GT.192 | The system has the ability to customize the information presented on the Executive Information System by user.
GT.193 | The system has the ability to customize the information presented on the Executive Information System by group of users.
GT.194 | The system has the ability to display information on the Executive Information System in real-time.
GT.195 | The system has the ability to configure the refresh rate of the Executive Information System.
GT.196 | The system has the ability to allow a user to manually refresh  the Executive Information System.
GT.197 | The system has the ability to provide an integrated report writer.
GT.198 | The system has the ability to provide an integrated report writer that has a consistent look and feel across all system modules.
GT.199 | The system has the ability to provide an integrated report writer that supports building calculations based on data values selected (i.e., percentages of existing values).
GT.200 | The system has the ability to provide an integrated report writer that allows the creation of reports comprised of any discrete data field throughout the system with appropriate security.
GT.201 | The system has the ability to allow generated reports to be saved in an integrated content manager.
GT.202 | The system has the ability to allow generated reports to be viewed on screen prior to printing.
GT.203 | The system has the ability to allow reports to be generated that are searchable.
GT.204 | The system has the ability to schedule reports to run in the future.
GT.205 | The system has the ability to schedule reports to be run on a recurring basis.
GT.206 | The system has the ability to configure automatic distribution paths for generated reports (i.e., automatically send a report to  a particular user or printer).
GT.207 | The system has the ability to display when a report is being run, or in process, so that a user does not run the report again.
GT.208 | The system has the ability to configure the page breaks for any printed report.
GT.209 | The system has the ability to allow reports to be generated that have "drill-down" capabilities.
[NAME] | The system has the ability to support the creation of reports using Crystal Reports.
GT.211 | The system has the ability to support the creation of reports using SQL Reporting Services.