Government Contract | North Carolina
Case Management Software as a Service

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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 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




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