Instructions: The Supplier shall use this Exhibit to respond to the RFP requirements and supply as a separate attachment to the RFP response.  
     The Supplier shall (1) designate the degree to which the requirement is met and (2) provide additional information or clarification explaining how the requirement is met or if 
     desired, why it is not met.   
     A simple response of Y/P/N will not be considered an adequate response.
     For any customizations identified in this response, the pricing shall be submitted in the Exhibit - Price Template. If the customization is being provided at no cost to the State, the 
     customization shall be listed in the pricing section with a cost of ‘No Charge’.
     Specifications/Requirements
     Business Requirements 
     The solution must have the ability to provide customer service 24/7/365.
     Must have help desk functionality available 24/7/365, including the ability to generate, assign, and track tickets. Tickets must be able to be worked by State staff and/or supplier staff as 
     required.
     In accordance with the implementation of the Veterans' Priority Provisions of the "Jobs for Veterans Act" (PL 107-288), the proposed  solution must ensure that qualified veterans will 
     receive priority referral to services over non-veterans as determined by each program's mandatory eligibility criteria. 
     The System must provide access to the tables that will allow the State to make system changes when necessary.
     The System must have the ability to easily transfer cases from one staff to another staff (all programs).
     The System must have the ability to easily transfer cases from one local area/center to another (all programs).
     The System must have spell check for notes/comment section (system wide for all programs).
     The System must have the ability to expand the case notes/comment area under Participant and Non-Participant Services for viewing ease (system wide for all programs sortable by 
     date or program.
     The System must have the ability to run reports on every field in the system with the ability to pull it by state, local area, county, case, and individual.
     The System must have functionality for electronic signature or electronic signature verification and the ability to print for all program assessments.
     The System must provide the ability to view program progress in the form of a dashboard-visual representation by county of program results.  
     The System must have the ability to accept basic intake and basic demographic data via internal and/or external data sharing uploads.                                                                         
     The System must have roles supporting an organizational Hierarchy.   
     The System must restrict access to special grant programs to only those users granted the correct user role.
     The System must provide functionality for Case Management with Individual Plan and tracking of services.     
     The System must have the ability to identify and report potential issues, negative outcomes, which may be the basis for disqualification from UI benefits. Often referred to as ‘negative 
     reporting’.   These situations include, but are not limited to, failure to apply for job referrals, failure to accept work offered and failure to report to job interviews and other 
     reemployment activities.
     The System must support collection and retention of Employer Services data.  This data will come from OKJobMatch or local screen input and be kept in the Employer database; utilized 
     by every program for job placements and providing services to employers.                                                                 
     The System must archive data for retention. 
     The System must have a Centralized database/Repository for easy reporting.
     The System must have data export capabilities to Excel or other platform for caseload and performance reporting. Define all formats available. 
     The System must support program integration and service delivery in alignment with WIOA Core Programs, at a minimum to include Title I and Title 3 programs. Must have capability 
     for integrations with other WIOA Core Programs case management and performance reporting systems. 
     The System must have the ability to dual enroll customers in multiple programs with the ability to view all programs. 
     The System must have the ability to upload certified worker data in multiple formats (.xls, .csv, etc.) into the case management system (system of record). Define all file formats 
     available. 
     The System must have the ability to add individual worker data to the case management system.
     The System must have the ability to export data/reports to Excel, .pdf, etc. for analysis and distribution. Define all formats available.  
     The System must have separate work queues for the petitions, service delivery, and contract staff.
     The System must have a determination and appeal structure for training contracts, job search allowances, relocation allowances, and other TAA benefits.
     The System must have the functionality for Case Managers with Individual Opportunity Plan and tracking of services.
     The System must serve as the single repository/source for program reporting purposes.
     The System must provide internal referrals/alerts from program to program.
     The System must have an intuitive calendar for scheduling appointments.
     The System must be intuitive so that it can provide step by step screens for every program to assist in reducing errors and inconsistencies.
     The System must have one online eligibility/enrollment form that alerts local areas when a new case is pending.
     The System must have the ability to send automated emails.  
     The System must have the ability to generate mass emails/texts to individuals seamlessly.
     The System must have the ability to use PCs or tablets as a kiosk to capture participant activities (i.e. check in customers and track progress). 
     The System must have the ability to link the customers information/events with Outlook.
     The System must have the ability to capture and offer eligibility, dual enrollment, track and monitor services, job placements and follow up across various programs to ensure 
     coordination of services.   
     The System must have robust general capabilities, including but not limited to, person and business searches (including phonetic and wild card), general notes and individual user 
     productivity tools (e.g. calendar, messages, spell check, etc.).
     The System must have comprehensive processing capabilities/controls to ensure transactional and data integrity is maintained.  This includes, but is not limited to online transaction 
     edits, capture of user/date/time information for all transactions and maintaining a history file of transactions, events and activities.
     The System must track the before/after view for all update/change transactions, the user making the change and the date/timestamp.  This information must be readily viewable 
     without the need to run an Ad-Hoc report.
     The System must meet web accessibility guidelines and comply with Americans with Disabilities Act standards including section 508.
     The System must be compatible with assistive technology products, including screen readers, screen enlargement viewers, and text to speech products.
     The System must have an accompanying mobile application or similar mobile functionality accessible to users.
     A method for job seekers receiving Unemployment Insurance benefits to enter/edit/delete required weekly job searches. Case managers should have the ability to review the required 
     job searches.
     For WIOA, Title I and other programs, the system must provide documentation imaging with the ability to upload documents that can be used for various programs. 
     The System must have the ability to have various user roles and privileges with hierarchy, including the ability to mark cases confidential.
     User access must be assigned based on the principle of "least access" so users can only access date required to do their jobs.
     The System should produce web analytics and associated web analytic data, accessible to authorized users, including such information, but not limited to: number of users, types of 
     users, user traffic, user access points (mobile or desktop), etc.). 
     Reporting and analytics should not query production database. The system must utilize data warehouse separate from production database for reporting and analytic with a minimum 
     data sync completed daily. 
     The system must allow secure access to data warehouse solution for Extract, Transform, Load (ETL) operations and PowerBI tool access.
     Technology driven functionality:
     The System must have dashboards to help manage outcome and performance measures.
     The System must provide caseload view for staff and supervisors.
     The System must set specific program business rules to include program checks and balances to reduce errors.
     The System must provide prompts to notify alerts and triggers.
     The System must have the ability to track workload and staff performance based on staff ID/program.
     The ability to generate a system alert to the case manager or designated staff for any change in client status (i.e., exit warning, exit occurred, new service added, activity end date 
     warnings).
     The System must support a common intake data feed with logic to filter down to eligibility across programs.
     Flexibility and automation functionality:
     The System must support automated forms available for electronic customer signature and authentication
     The System must support documentation imaging with the ability to upload documents that can be used for various programs.
     The System must have the ability to automate and prepopulate fields to avoid double entry.
     The System must have the ability for the State to enter their own unique questions and data fields (i.e.-assessment, eligibility).                                                                                 
     The System must have the ability for staff to modify sections (by roles - Admin, Supv, Staff); different capabilities.
     Program management functionality:
     The System must be able to perform all aspects of program administration (e.g. implementation, evaluation) in full compliance with federal mandates for at a minimum the following 
     federal primary programs by the implementation date:
     • Wagner-Peyser related programs: 
     - Labor Exchange; 
     - Veterans; 
     - Migrant Seasonal Farm Workers (MSFW); 
     - National Farmworker Job Program (NFJP);
     - Foreign Labor Certification; and 
     - Reemployment Services and Eligibility Assessment (RESEA). 
     • Workforce Innovation Opportunity Act (WIOA) Adult and Dislocated Worker.  
     • WIOA Discretionary Grants (e.g. DWG, Apprenticeship). 
     • WIOA Youth. 
     • Rapid Response and WARNs. 
     • Eligible Training Provider List.
     • Trade Adjustment Assistance (TAA)
     The System must support integration and alignment with other state program case management systems wherever possible (e.g. Salesforce platforms, etc.).
     The System must support other federal primary programs or enhancements due to Oklahoma legislative mandates, or workforce federal mandates that occur during the project 
     development lifecycle; e.g. mandated changes to PIRL report.
     The System must be able to perform all aspects of required federal reporting for all federal programs implemented as a part of this project for compliance with common performance 
     measures.
     The System must have the ability to implement mandated requirements from State funded programs or legislation, including but not limited to Oklahoma Senate Bill 1171 of 2018:  
     http://www.oklegislature.gov/BillInfo.aspx?Bill=sb1171&Session=1800.
     The System must be able to perform all aspects of required State reporting for all State programs and legislation implemented by the implementation date.
     Comprehensive assessment and services functionality:
     Configurable business rules that change account status (i.e., inactive) after a specified period of inactivity.
     The ability of automatic account (any type) suspension due to inactivity.
     The System must have a Case Management module that enables case management of individual job seekers eligible for services in programs. 
     The System must have Case Management capabilities for workforce professional case workers and their supervisors, including but not limited to, case assignment and reassignment, 
     separate work queues, case searches, and tracking and reporting of seeker activities and services.
     The System must have the ability to have primary and multiple secondary case workers assigned to the same seeker.  Tracking and reporting of seeker activities and services must be 
     tied to the correct case manager and all activities/services must roll up to the primary case manager. 
     Example of multiple case managers assigned may include a WIOA case manager, a Veterans Case Manager, and a Trade case manager for the same individual.
     The System must provide at a minimum separate work queues for the petitions, service delivery, and contract staff. 
     The System must provide the ability to track case worker assignments and performance based on unique identifier, e.g. staff ID and by program.
     The System must have the ability to store and present sensitive information under a program and limit read/update access only to authorized case managers and their supervisors.
     The System must provide the case manager productivity tools (e.g.  reminders, my cases summary view, etc.).  This must include the reminders for follow-up and other required case 
     manager actions.
     The System must have the capability to add/update/delete job seeker information.
     The System must allow for a common assessment and career planning that help guide career pathways to employment (e.g. Comprehensive assessment, IEP, TABE).
     The System must provide access to all elements for job seeker assessment and ability to link and document results of self service assessment instruments. This must include formalized 
     assessments such as TABE, CASAS, and WorkKeys.  This must include the ability to enter multiple test results and track progress of participants with the ability to identify skill gains.
     The System must provide for job seeker tracking mechanisms, individual service plans, and tracking of services.
     The System must provide the ability for follow up activities for all programs including identification of mandated (e.g. 1 year, follow up) activities.
     The System must provide configurable alerts, including but not limited to, 30/60/90 day follow up, no service provided and/or no activity.
     The System must provide the ability for internal users to register job seekers, determine eligibility, and certify for all implemented programs.
     Case Intake and Eligibility Requirements:
     The System must provide the ability for internal users to register job seekers, determine eligibility, and certify for all implemented programs across WIOA, Title I, and any other 
     mandated programs.
     The System must provide state, county, and local partners the ability to register job seekers to include, but not be limited to, biographical, demographic and geographic data, and 
     military information.
     The System must provide an automated solution to identify eligibility across multiple programs and allow for dual enrollment where appropriate.
     The System must provide the ability for, but not be limited to, eligibility determinations for the following programs. Optional programs may also be through data system integrations:
     •        Title I (Adult, Dislocated Worker, and Youth, Apprenticeship);
     •        Optional: Title II (Adult, Education, and Family Literacy Act) ABE;
     •        Title III (Employment Services – Veterans, Labor Exchange, TAA and RTAA); and
     •        Optional: Title IV (Vocational Rehabilitation).
     Employer Services Requirements:
     The System must provide an Employer Management component which is responsible for employer registration, follow up with employers, and their recruitment needs.
     The System must provide the ability for state, county, and local partners to input and view information about employers, job orders, and services provided. 
     The System must receive Employer authentication information and use a unique employer identifier to identify records and services provided to that employer.
     The System must have employer contact management capabilities, including but not limited to, maintaining a list of businesses, profile data, their contacts and representatives, 
     reduction in force data, and a contact history log to record interactions (CRM).
     The System must provide authorized staff the ability to access all employer records to provide assistance, monitoring, and performance reporting functions.
     The System must provide the ability to assign and track lead staff contacts to each employer record.
     The System must provide the ability to track predetermined services provided to each employer including on-site visits, job fair participation, on the job contracts, general recruitment 
     assistance, rapid response, interview scheduling, labor market information given, etc. 
     The System must provide the ability to collect follow up data from employers who have received workforce services, such as satisfaction surveys, etc.
     The System must provide the ability to collect Rapid Response session information from employers, including such things as number of employees to attend session, location, types of 
     services to be overviewed, etc.
     Fiscal Management Requirements:
     The System must have the ability to track and report financial information for implemented programs. This includes, but is not limited to, total budget and amount spent year-to-date by 
     budget line item within program, region and local office.
     The System must have the ability to track and report financial information for vendors.
     The System must have the ability to limit, track and manage financial information for an individual, and facilitate processing of training invoices.
     The System must provide a real-time interface to State Grant Management System(s) for Title 1, TAA and WIOA programs to include registered clients in the Oklahoma Works Jobs 
     Center and services provided during the eligibility and enrollment process. 
     The System must provide an interface with local workforce development board financial systems. Such financial system(s) are utilized by local workforce boards to link workforce 
     services in the case management system to grant expenditures and to track financial data back to the local workforce boards and their budgets against WIOA federal guidelines for the 
     distribution of funds.