Bid Information
Bid Alert No: 00002780117
Bid Title: Case Management Software as a Service
Agency Bid No. Title: 68-SOCMS1021
Received Date: 10/13/2021
Close Date: 11/03/2021
Purchase Type: Term:
Delivery Point: University of North Carolina, North Carolina
Delivery Date: Not Stated
Special Notices: Questions Due By 10/18/2021 12:00 PM
Specifications
Specifications include, but are not limited to: 1. Create new matters/(insert any additional text) to include the following: a. Matter name, Number & Summary b. Matter type c. Litigation hold status d. Reviewers, Assignees and e. Corresponding dates 2. Document management needs to match matter management a. Ability to create/edit/delete records and files restricted by role b. Search across the above associated matter categories c. Mirror Legal Affairs or other applicable existing cabinet structure to promote appropriate matter and associated file security/privacy needs or develop new cabinet structures based on matter type as applicable d. Information entry and search should occur in one location e. Plug-In for Adobe Sign and/or DocuSign capabilities of this plug-in should be versatile based on organization/campus needs. Please describe in full the plug-in capabilities. 3. Save different formatted files (e.g. Word, Excel, Adobe, JPEG, PPT, Visio, Access, .mov, etc.), including large files that can exceed MS Outlook limits. 4. Retrieve saved files via full text search or attribute search efficiently and effectively. Include OCR language here. 5. Easily assign attributes to a file, assign the file to a matter, save and set retention schedules based on file creation dates and additional metadata. Solution should have the ability to maintain programmed retention schedules and allow institution to set up for destruction, archive, or flag for review.
Product Codes: 92040, 92003, 20447, 20866, 92064
Agency Information
Issuing Agency: University of North Carolina General Administration
State: North Carolina
Agency Type: State and Local
Contact: Bob Myers
Email: rbmyers@northcarolina.edu