Social Security Administration, Office of Acquisition and Grants, 1710 Gwynn Oak Avenue, Baltimore, Maryland 21207-0696

70 -- DOCUMENT/WORKFLOW MGMT.SOFTWARE POC Joanne Tarr Tel: 410-965-9474 The Social Security Administration (SSA) is attempting to identify vendors that can provide Commercial-Off-The-Shelf (COTS), (i.e. Commercially available in the market place and presently being used by either public or private sector customers), Workflow/Document Management Software and conceivably the subsequent installation and maintenance support for such software, which operates in a personal computer (PC) Novell local area network (LAN) environment; can take full advantage of the 32 bit mode under IBM~s OS/2 Presentation Manager or Mircosoft~s Windows NT operating systems; and have general features such as a graphical user interface (GUI), standard Windows features such as mouse supported screens, icons, drop-down menus, list boxes, radio buttons, ease of installation (e.g., ~plug-and-play~ installation), ease of use and is well documented with help screens and in hard copy forms. The mandatory requirements/salient characteristics of the desired software shall include the following functionality and features: 1) client/server network compatibility; 2) supports image and information file replication; 3) compatibility with standard software packages (i.e., relational data base management systems (RDBM~s) such as DB2, DB2/2, ORACLE 7.X), electronic spreadsheets (e.g., Lotus 1-2-3, Excel), word processors (e.g., WordPerfect, Microsoft Word), etc; 4) supports intelligent routing, path selection and navigation, and store and forwarding capability permitting users to define specific workstations and workflow control associated with a process; 5) the ability to define and manage document approval and routing levels and paths for different classes of documents and/or types of documents within classes; 6) the ability to locate and display specific documents instantly at any workstation and determine status, ideally without the user having to know where it resides physically in the network; 7) the ability to group individual documents into folders and reference them collectively as a group; 8) the ability to browse documents in a folder; 9) the ability to attach comments to images or documents without altering their content; 10) permits users to instantly access relevant data and document/graphic images on the network required to complete action; 11) the ability to accept and distribute to multiple destinations: ASCII, imaged, scanned, e-mail, and faxed documents; 12) the ability to easily store, archive and search for documents in random access; 13) the ability to schedule and prioritize workflow processing; 14) has a multilevel security system with the ability to permit or deny viewing and alteration of documents to specified stations and personnel; 15) ability to develop workflow processes on stand-alone PCS; and 16) the capability to monitor and gather statistics on action events during the workflow, specifying arrival and completion times, dates, and time duration at each workstation and the current status of any document; Also, state if your software product(s) can be executed at the server level, client level or both. Please provide information with regard to the software product's site licensing options; training; technical support, such as on-site and ~Help Desk~ features; maintenance support and associated policies, or any quantity discounts. State or reference your warranty policy. If you currently have a General Services Administration Schedule Contract, please indicate your contract number and effective period, and (if possible) provide a copy of your schedule. While pricing is not required, vendors may submit broad or preliminary pricing information. Vendors able to provide the required software are invited to submit, in writing, (NO FAXES) complete technical details of your software product. Responses must clearly state the ability to provide software with the required mandatory salient characteristics as described. Any questions or clarifications concerning this announcement and the requirements herein should be submitted in writing. Interested parties must respond to this notice in writing within 15 calendar days from the date of this publication. PLEASE REFER TO WORKFLOW MGMT. when responding to this announcement. This is a request for product information only, NOT a Request for Proposal (RFP). No contract award will be made on the basis of responses received; however, this information will be used in SSA's assessment of capable sources. The Government does not intend to pay for information received. Requests for copies of a solicitation will not be honored or acknowledged. (0138)

Loren Data Corp. http://www.ld.com (SYN# 0274 19960520\70-0008.SOL)