Posted Date : November 08,2022
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : SW-63422
Government Authority located in Kansas; USA based organization looking for expert vendor for case management system.
[A] Budget: Looking for Proposal
[B] Scope of Service:
Vendor needs to provide case management system.
1. Security. The program must meet the highest industry security standards to ensure the security
and confidentiality of all information.
2. Case Management/Task Management
a. Track correspondence, disciplinary complaints, client protection fund (CPF) claims, investigations, and formal disciplinary cases by various identifiers (respondent’s name, respondent’s bar number, complainant’s name, etc.);
b. Track time between identified events;
c. Make select information accessible to the public via the Internet; and
d. Store contact information for relevant persons, including multiple physical addresses, email addresses, and phone numbers.
3. Document Management
a. Maintain all documents related to each piece of correspondence, complaint, claim, investigation, or case in one location;
b. Maintain all documents in searchable PDF format; and
c. Include customizable templates for letters, pleadings, motions, and other documents.
4. Report Management
a. Include customizable reports and charts regarding all aspects of work;
b. Include regular statistical reports by the searchable fields;
c. Include a public case report – detailing all documents filed in a formal case;
d. Include a complete case report – detailing all activity in a case from its inception; and
e. Include monthly reports regarding complaints, claims, and cases by status of the complaint, claim, and case.
5. Email Management
a. Interact with Outlook to automatically create calendar items for deadlines, due dates, hearings, and arguments; and
b. Include customizable email templates automatically generated based on deadlinesand calendar events
6. Data conversion of all existing data from custom databases.
a. Disciplinary Administrator’s Database (DAD)
i. Data in custom DAD program is stored in a Microsoft Access “.MDB” database file and its associated scanned images are stored in Leadtools “.CMP” compressed image format.
ii. The DAD templates are all Word “.DOC” files.
iii. There are also scanned images in “.TIF” and “.PDF” formats that are not currently linked to any records in the database.
b. Data in custom The Monthly Report (TMR) program is stored in a Microsoft Access “.ACCDB” database file.
[C] Eligibility:
- Onshore (USA Organization Only);
[D] Work Performance:
Performance of the work will be Offsite. Vendor needs to carry work in their office location.
Budget :
Deadline to Submit Proposals: November 28,2022
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : SW-63422
Government Authority located in Kansas; USA based organization looking for expert vendor for case management system.
[A] Budget: Looking for Proposal
[B] Scope of Service:
Vendor needs to provide case management system.
1. Security. The program must meet the highest industry security standards to ensure the security
and confidentiality of all information.
2. Case Management/Task Management
a. Track correspondence, disciplinary complaints, client protection fund (CPF) claims, investigations, and formal disciplinary cases by various identifiers (respondent’s name, respondent’s bar number, complainant’s name, etc.);
b. Track time between identified events;
c. Make select information accessible to the public via the Internet; and
d. Store contact information for relevant persons, including multiple physical addresses, email addresses, and phone numbers.
3. Document Management
a. Maintain all documents related to each piece of correspondence, complaint, claim, investigation, or case in one location;
b. Maintain all documents in searchable PDF format; and
c. Include customizable templates for letters, pleadings, motions, and other documents.
4. Report Management
a. Include customizable reports and charts regarding all aspects of work;
b. Include regular statistical reports by the searchable fields;
c. Include a public case report – detailing all documents filed in a formal case;
d. Include a complete case report – detailing all activity in a case from its inception; and
e. Include monthly reports regarding complaints, claims, and cases by status of the complaint, claim, and case.
5. Email Management
a. Interact with Outlook to automatically create calendar items for deadlines, due dates, hearings, and arguments; and
b. Include customizable email templates automatically generated based on deadlinesand calendar events
6. Data conversion of all existing data from custom databases.
a. Disciplinary Administrator’s Database (DAD)
i. Data in custom DAD program is stored in a Microsoft Access “.MDB” database file and its associated scanned images are stored in Leadtools “.CMP” compressed image format.
ii. The DAD templates are all Word “.DOC” files.
iii. There are also scanned images in “.TIF” and “.PDF” formats that are not currently linked to any records in the database.
b. Data in custom The Monthly Report (TMR) program is stored in a Microsoft Access “.ACCDB” database file.
[C] Eligibility:
- Onshore (USA Organization Only);
[D] Work Performance:
Performance of the work will be Offsite. Vendor needs to carry work in their office location.
Budget :
Deadline to Submit Proposals: November 28,2022
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$