Defense Information Systems Agency, DITCO-NCR, 701 South Court House Road, Arlington, VA 22204-2199

D -- AUTOMATIC DATA PROCESSING AND TELECOMMUNICATION SERVICES DUE 111799 POC Randolph S. Grey, Contracting Officer (703) 607-6905 REQUEST FOR INFORMATION ABOUT ELECTRONIC WORKFLOW SYSTEM. The Defense Information Systems Agency (DISA) is seeking sources that are capable of providing an enterprise electronic workflow system (EWS). EWS must be able to accomplish workflow tasks such as suspense tracking, and include digital signature capability using the DOD-Standard Public Key Infrastructure (PKI) certificates, ad hoc reporting, and a Web browser interface, all of which are described in full below. EWS must have the capability to route compound packages made up of documents from various applications (e.g., word processing or spreadsheet applications). The routing or coordination of these packages may be automatic, based on defined business rules, or on an ad hoc basis. Participants in the process may include both Government and non-Government personnel. EWS must work between people, organizations, or applications. Built-in configuration management and version controls enable temporary work groups to edit documents simultaneously andto declare a new version of a document. Service turn-around time may be monitored and management reports generated based on performance data captured by the system. The product must integrate with both DMS Outlook and DMS Lotus Notes E-mail systems. Specifically, the Electronic Workflow System must be capable of the following: 1.0 Interoperable and seamless connection with agency standards and applications including: 1.1 Integration with standard desktop applications 1.1.1 Office 97 1.1.2 Netscape Communicator 1.1.3 MS Project 1.1.4 DMS Outlook 1.1.5 DMS Lotus Notes 1.1.6 Messaging (VIM, MAPI, SMIME) 1.2 Integrate with digital facsimile 1.3 Integrate with Oracle DBMS 1.4 Open Database Connectivity (ODBC), JDBC, and CORBA compliant. 1.5 Object Linking and Embedding (OLE) compliant 1.6 Import/export capability for all file formats including multimedia 1.7 Interoperability with other COTS/GOTS workflow tools. 1.8 Product compliant with Workflow Management Coalition (WFMC) standards. 1.9 Products offered shallbe compliant with the DII COE. Level 5 is mandatory; level 7 desirable. 1.10 Products offered shall have documented open, non-proprietary application programming interfaces (APIs) so that they can be integrated into larger systems. Java APIs are mandatory; C, C++ APIs are desirable. 1.11 Run on Windows NT and UNIX 1.12 Optional interoperability with Microsoft Internet Explorer 1.13 Optional interoperability with FileNet and Foremost 2.0 Providing the following workflow capabilities: 2.1 Integrate via API with other applications in the workflow system 2.2 Perform automatic routing based on pre-defined business rules 2.3 Perform manual routing, regardless of normal Rules (Specifically, must be able to send to designated individual or organization) 2.4 Capability to create, edit processes using design tool with GUI front-end 2.5 Route up/down/across organizational hierarchy 2.6 Extend automated processes over an extranet or intranet 2.7 Search and sort work items 2.8 Suspense Tracking 2.8.1 Set response date/time limits for tasking 2.8.2 Automatic flagging when time limit is exceeded 2.8.3 Hold capability pending the arrival of all documents in a package or when a document must be recombined after being worked on by several people 2.8.4 Capability for user to enter comments or questions and re-route the suspense (back to the originator or a previous coordinator) 2.8.5 Capability for a specified group to edit parts of document simultaneously and to route and keep track of the changes 2.8.6 Originator can retrieve an electronic action, make changes to the original (including workflow changes) and re-send tasking; all addressees can be notified. 2.8.7 Retrieve closed suspenses and re-activate if required 2.8.8 Create sequential and/or parallel processes 2.8.9 Create a folder of documents in multiple formats and route the folder 2.8.10 Capability for tasking organization to reject a tasking submission and return the tasking to the preparer for re-work 2.8.11 View all outstanding/closed suspenses for specified organization(s) based on user permissions 2.9 Coordination 2.9.1 Route documents to unlimited number of individuals/ organizations 2.9.2 Append multiple files to the main document being coordinated or merge and append as a single attachment 2.9.3 Append any file type as an attachment; automatically launch appropriate viewer or application for the recipient 2.9.4 Shows a list of all individuals/organizations in the coordination chain; originator can see who has concurred/non-concurred during the coordination process (permission-based) 2.9.5 Integrate with COTS/GOTS digital signature products. 2.9.6 Read/write permissions can be changed easily to accommodate variable types of coordination actions (permission-based) 3.0 Providing the following security capabilities: 3.1 Compatible with X.509 (Public Key Infrastructure) standard 3.2 Restrict access to electronic documents as required. 3.3 Product does not contain Active-X controls Information Assurance EWS will be compatible with the DoD PKI x.509 version 3.0. This standard can be found at http://www.disa.mil/infosec/pki-int.html. The product will provide for information and application access control to be decentralized to the owners of the information or processes. Access to files will be limited based on security permission assigned to individuals and groups. Technical Infrastructure The modules must integrate with standard Windows NT 4.0 Operating System and desktop applications, including, but not limited to, MS Office 97, Netscape, MS Project, and both Lotus Notes and MS Outlook messaging. Most of the government's infrastructure is organized around mid-level SUN, HP, and NT servers. Additional Information DISA is interested in obtaining written systems specification and supporting information pertaining to EWS products. This specification should address the primary EWS characteristics such as performance, scalability, reliability, and enterprise support capabilities. There is no bid package or solicitation document associated with this announcement. The requested information is for planning purposes and does not constitute a commitment, implied or otherwise, that a procurement action will be issued. No entitlement to payment of direct or indirect costs or charges by the Government will arise as a result of the submission of contractors' information. The Government shall not be liable for or suffer any consequential damages for any proprietary information not properly identified. Proprietary information will be safeguarded in accordance with the applicable Government regulations. If there is a GSA or other contract vehicle already available for the technology being proposed, please include this information in the response. Potential firms who wish to respond to this source should contact Randy Grey at Defense Information Systems Agency, ATTN: DISCA, 701 South Courthouse Road, Arlington, VA 22204. Telephone (703) 607-6905, fax (703) 607-4340 E-mail address greyr@ncr. Posted 10/15/99 (W-SN392005). (0288)

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