ATTACHMENT D - The Official Portal of the State of Florida

ATTACHMENT D - DEFERRED PRESENTMENT TRANSACTION SYSTEM REQUIREMENTS RESPONSE MATRIX Instructions for Completing the Requirements Response Matrix

Each vendor must complete the Requirements Response Matrix (RRM) by identifying how their proposed solution satisfies each requirement in the RRM. The table below describes the Vendor Response that must be selected for each requirement.

Vendor Response

Description

Definition

Vendor's proposed base product (i.e.

1

Fully Meets Requirement

Commercial-Off-The-Shelf) solution meets the stated requirement in its entirety and is fully

demonstrable.

Vendor's proposed solution can meet the

2

Configuration Required

stated requirement by configuring the base product. In this context, "configuring" means

that coding is not required.

Vendor's proposed solution has to be

customized to meet the stated requirement.

3

Customization Required

Customized changes to the base product or software need to be developed to meet the

required functionality or integration with

another software solution is needed.

Vendor's proposed solution cannot meet the

stated requirement. The requirement is not

4

Cannot Support Requirement

included in the base product, the base product cannot be configured, or customized software

cannot be developed to support the

requirement.

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Response 1 - Fully Meets Requirement For each requirement scored as a "1" (Fully Meets Requirement), the Vendor must identify the name of the module and function in the proposed Commercial-Off-The-Shelf (COTS) solution wherein this requirement shall be met. This must be recorded in the "Vendor Comments" column in the RRM.

Example: Req ID

Requirement Description

Vendor Response

Extent of Customization (in

person hours)

Vendor Comments

The system shall provide the users with an

4

ability to export retrieved transactions into a file (e.g. xls, csv, ASCII, pdf) with no limit on

1

the number of transactions.

The Export Function feature within the Advanced

0

Search and Reporting module will meet this

requirement.

Response 2 and 3: Configuration or Customization Required

For each requirement scored as a "2" (Configuration Required) or "3" (Customization Required), the vendor must: 1. Identify the number of person hours required to configure or customize the vendor's solution in order to meet the stated requirement. This must be recorded in the "Extent of Customization" column in the RRM. 2. Identify the name of the module and function in the proposed COTS solution that will be modified in order to meet this requirement where a COTS solution is being proposed . This must be recorded in the "Vendor Comments" column in the RRM. If a custom solution is being proposed, identifying the number of person hours required for the configuration or customization is sufficient (see Point #1 above).

Example: Req ID

Requirement Description

Vendor Response

Extent of Customization (in

person hours)

Vendor Comments

The system shall provide the users with an

4

ability to export retrieved transactions into a file (e.g. xls, csv, ASCII, pdf) with no limit on

2

the number of transactions.

The Export Function feature within the Advanced

50

Search and Reporting module will require

configuration

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ATTACHMENT D - DEFERRED PRESENTMENT TRANSACTION SYSTEM REQUIREMENTS RESPONSE MATRIX

Response 4 - Cannot Support Requirement

For each requirement scored as a "4" (Cannot Support Requirement), the vendor must provide an explanation identifying why the vendor has elected not to comply with the stated requirement. This must be recorded in the "Vendor Comments" column in the RRM.

Example:

Req ID 4

Requirement Description

The system shall provide the users with an ability to export retrieved transactions into a file (e.g. xls, csv, ASCII, pdf) with no limit on the number of transactions.

Vendor Response 4

Extent of Customization (in

person hours)

Vendor Comments

0

System limitation does not provide file export capabilities.

Vendor Comments The vendor's comments must be recorded in the "Vendor Comments" column. The vendor is requested to limit comments to 3 sentences.

Vendors must respond to each requirement in the RRM by providing the details as outlined in this instructions sheet. Failure to follow the guidelines outlined in this instructions sheet may result in a proposal being deemed non responsive.

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ATTACHMENT D - DEFERRED PRESENTMENT TRANSACTION SYSTEM REQUIREMENTS RESPONSE MATRIX

Vendor Name:

Req ID DPTS System Requirement Requirement

Area

Type

Sub-type

Requirement Description

Vendor Response

Extent of Customization

(in person hours)

Vendor Comments

1

All

2

All

3

All

4

All

Functional Functional Functional

Functional

Advanced Search Advanced Search Advanced Search

Advanced Search

The system shall provide the ability to query all fields in the database. The system shall provide an ability to perform Boolean searching. The system shall provide an ability to perform truncation searching.

The system shall provide the users with an ability to export retrieved transactions into a file (e.g. xls, csv, ASCII, pdf) with no limit on the number of transactions.

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ATTACHMENT D - DEFERRED PRESENTMENT TRANSACTION SYSTEM REQUIREMENTS RESPONSE MATRIX

Vendor Name:

Req ID DPTS System Requirement Requirement

Area

Type

Sub-type

Requirement Description

Vendor Response

Extent of Customization

(in person hours)

Vendor Comments

5

All

Functional

Business Rules The system must perform the following data validations in accordance with the business rules, including but not limited to: - Required fields that are blank, or empty, or null - Required fields that contain invalid values including invalid special characters - Required fields that contain invalid entry length (i.e. validate SSN field is 9 numbers long) - Alphabetic fields with numeric characters - Numeric fields with alphabetic characters - Incomplete fields such as SSN, date of birth, and phone numbers - Date fields to contain valid dates (in a given / pre-determined date range)

6

All

Functional

Reports

The system shall include a web-based reporting module accessible by both authorized DPP users and OFR users.

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Vendor Name:

Req ID DPTS System Requirement Requirement

Area

Type

Sub-type

Requirement Description

Vendor Response

Extent of Customization

(in person hours)

Vendor Comments

7

All

Functional

Reports

The reporting module shall include all reports outlined below. These reports shall be available for authorized system users to generate upon demand. ? DPTS Contractor SLA Reports to OFR

o Program Management Monthly Report o Florida Trends in Deferred Presentment

8

All

9

All

10 All

Functional

Reports

Functional Functional

Reports Reports

The system shall provide the ability for users to manipulate report parameters in order to limit the information returned (i.e. limiting by status or date range) and sort data dynamically (i.e. by clicking column headers). Reports shall be run from a dedicated report data mart. The system shall provide the ability to export any report to a PDF file that is formatted to the user's choice of page size.

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ATTACHMENT D - DEFERRED PRESENTMENT TRANSACTION SYSTEM REQUIREMENTS RESPONSE MATRIX

Vendor Name:

Req ID DPTS System Requirement Requirement

Area

Type

Sub-type

Requirement Description

Vendor Response

Extent of Customization

(in person hours)

Vendor Comments

11 All

12 All 13 All 14 All 15 All 16 All

Functional

Functional Functional Functional Functional Functional

Reports

Reports

Transaction Management Transaction Management Transaction Management

Usability

The system shall provide users the ability to export report data in a format that can be imported into standard word processing, spreadsheet, database, and statistical tools (such as Microsoft Word, Excel, and Access). All reports shall have the capability to include pictorial representations of data (e.g. graphs, pie charts, bubble charts, etc.)

The system shall flag and provide an alert to a specified user for duplicate transactions. The system shall flag and provide alerts to a specified user for consumers who have more than one transaction that is not in closed status. The business rules enforced by the system shall be consistent between the various access channels of the system (i.e. Licensee Web, Licensee System Interface, and Licensee IVR). The system shall support English and Spanish languages.

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ATTACHMENT D - DEFERRED PRESENTMENT TRANSACTION SYSTEM REQUIREMENTS RESPONSE MATRIX

Vendor Name:

Req ID DPTS System Requirement Requirement

Area

Type

Sub-type

Requirement Description

Vendor Response

Extent of Customization

(in person hours)

Vendor Comments

17 All 18 All 19 All 20 All

21 All

Functional Functional Functional Functional

Functional

Usability

The system shall provide a means to facilitate rapid data entry for large volume or high-speed data entry requirements. This includes the ability to use the keyboard to progress through fields on the screen.

Usability

User Administration

The system shall provide the user with a capability to "drill down" from summary information to supporting detail information where appropriate. The system shall include a common, relational database with real-time access through the Internet for OFR and licensed DPPs to validate the eligibility of every customer to legally conduct a DPT.

User Administration

The system shall establish the following user roles: (1) OFR Administrator (2) OFR User (3) DPP Administrator (4) DPP Supervisor (5) DPP User

User

A DPP's customers shall not have access to

Administration the system.

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