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					                                                                                            Florida WIC Data System ITN
                                                                                           Requirements Traceability Matrix

Requirements Summary
                                                       Offeror ITN Response - proposed system
                                                                                                                   Modification
Process Area                                           Met       Not Met       Total       % Met      % Not met    Score
Client Service Focus - Local Agency
 1.0 Appointment Scheduling                                  0             0           0    #DIV/0!     #DIV/0!                   0
 2.0 Certification                                           0             0           0    #DIV/0!     #DIV/0!                   0
 3.0 Food Issuance                                           0             0           0    #DIV/0!     #DIV/0!                   0
 4.0 Nutrition Education & Health Surveillance               0             0           0    #DIV/0!     #DIV/0!                   0
 10.0 Inventory Management                                   0             0           0    #DIV/0!     #DIV/0!                   0
 13.0 Customer Service                                       0             0           0    #DIV/0!     #DIV/0!                   0
                                Total Client Service
Local Agency Support Focus - State Office
 5.0 Food Redemption & Reconciliation                        0             0           0    #DIV/0!     #DIV/0!                   0
 6.0 Vendor Management                                       0             0           0    #DIV/0!     #DIV/0!                   0
 7.0 Participation Management                                0             0           0    #DIV/0!     #DIV/0!                   0
 8.0 Fiscal Management                                       0             0           0    #DIV/0!     #DIV/0!                   0
 9.0 Quality Assurance                                       0             0           0    #DIV/0!     #DIV/0!                   0
 12.0 Management Reporting                                   0             0           0    #DIV/0!     #DIV/0!                   0
                        Total Local Agency Support
System Support Focus
 11.0 System Administration                                  0             0           0 #DIV/0!        #DIV/0!                   0
 14.0 System Attributes (Non-functional)                     0             0           0 #DIV/0!        #DIV/0!                   0
                                Total System Support

                                              Total          0             0           0                                          0




6adaf2e2-8295-4c7a-a204-a8d1e9eab5b8.xls
Master Summary                                                                                          Page 1
                                                                                                                         Florida WIC Data System ITN
                                                                                                                        Requirements Traceability Matrix



            A            B            C          D                                E                                F              G                                      H                                            I                                J
                                                                                                                                                                                                       Offeror Response:             If modification is required:
                                                                                                                           Current                                                                     0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                           System                                                                      1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                              In Current   Requirement                                                                 2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                               System?      Status              Comments / Details                                      3 = in base product           4 = High (>161 hrs)
 2 1.0             9.0                                  Appointment Scheduling
 3 1.1             9.1                                  Maintain Master Calendar
 4   1.1.1           9.1                                 Maintain Master Calendar
 5     1.1.1.1         9.1.1.1                             Accept user input of specific parameters               Yes            Met
       1.1.1.2         9.1.1.2                             Generate calendar with available characteristics       Yes            Met
                                                           and slots based on these parameters
 6
        1.1.1.3        9.1.1.3                             Assign needed resources from the available             No           Not Met
                                                           resource list and remove the resource from the
 7                                                         list for that slot
 8      1.1.1.4        9.1.1.4                             Update the data stores                                 Yes           Met
 9      1.1.1.5        9.1.1.5                             Generate master calendar                               Yes           Met
        1.1.1.6                             FL 1.1         Create Appointment Template                            No           Not Met         The proposed system shall provide the ability to
                                                                                                                                               setup appointments based upon an established
                                                                                                                                               template. For example, name the template - "1st
                                                                                                                                               Monday of the Month". The proposed system shall
                                                                                                                                               allow updates to these appointment templates.
 10
 11 1.2            9.2                                  Create Available Appointments By Site/Service
 12 1.2.1            9.2.1                               Schedule Appointment Slots
        1.2.1.1        9.2.1.1                             Accept user entered appointment preferences            Yes            Met
 13                                                        and store in appropriate data store
        1.2.1.2        9.2.1.2                             Check for appointment availability at particular       Yes            Met
                                                           time and date that meet preference parameters
 14
        1.2.1.3        9.2.1.3                             Adjust appointment time, when preferences can          Yes            Met
 15                                                        not be matched
        1.2.1.4        9.2.1.4                             Collect and store daily appointment schedule           Yes            Met
                                                           data and applicant appointment data in
 16                                                        appropriate data store
        1.2.1.5        9.2.1.5                             Decrement the appointment maximum available            Yes            Met
                                                           slots each time a new appointment is scheduled
 17
        1.2.1.6        9.2.1.6                             Accept user entered attendance data or card            Yes            Met
 18                                                        swipe and update data store
        1.2.1.7        9.2.1.7                             Generate screen display of appointment schedule        Yes            Met
 19                                                        availability
        1.2.1.8        9.2.1.8                             Generate screen display of applicant‟s                 Yes            Met
 20                                                        appointment schedule
        1.2.1.9        9.2.1.9                             Generate daily schedule of nutritional risk            Yes            Met
 21                                                        assessments
        1.2.1.10       9.2.1.10                            Generate daily schedule of appointments by             Yes            Met
 22                                                        event type
        1.2.1.11                            FL 1.2         Determine Appointments Available per Agency            No           Not Met         The proposed system shall provide the total number
                                                           and Site                                                                            of appointments available and the total number of
                                                                                                                                               appointments filled for the day and for multiple days
 23                                                                                                                                            by agency and site




6adaf2e2-8295-4c7a-a204-a8d1e9eab5b8.xls
1.0 Appointment Scheduling                                                                                                            Page 2
                                                                                                                            Florida WIC Data System ITN
                                                                                                                           Requirements Traceability Matrix



           A              B            C           D                                E                                 F              G                                       H                                            I                                J
                                                                                                                                                                                                           Offeror Response:             If modification is required:
                                                                                                                              Current                                                                      0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                              System                                                                       1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                                 In Current   Requirement                                                                  2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #          FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                                System?      Status              Comments / Details                                       3 = in base product           4 = High (>161 hrs)
 2 1.0               9.0                                  Appointment Scheduling
       1.2.1.12                               FL 1.11        Display the last service appointment date               No           Not Met         The proposed system shall track and display the last
                                                                                                                                                  available and last scheduled appoinment date for a
                                                                                                                                                  specified service. Note: this information will enable
                                                                                                                                                  Local Agency staff to avoid overlapping appointment
                                                                                                                                                  periods and improve the accuracy and efficiency of
 24                                                                                                                                               appointment scheduling.
       1.2.1.13                               FL 1.12        Display the identity of users who create, update,       No           Not Met         The proposed system shall track and display the
                                                             or delete appointments                                                               identity of users who create, update, or delete
                                                                                                                                                  available appointments or scheduled appointments.
                                                                                                                                                  Note: this information will improve the accountability
                                                                                                                                                  for appointment scheduling in the Local Agency and
                                                                                                                                                  the quality of service to clients.
 25
 26 1.3               1.1.1                               Schedule Client Appointments
 27 1.3.1             1.1.1                                Schedule Certification Appointments
 28 1.3.2             1.3.3                                Schedule Appointment for Food Benefit Pick-Up
        1.3.1.1.1       1.1.1.1                                Accept user input of scheduling parameters and        Yes            Met
                                                               participant data for all family/household
 29                                                            members
         1.3.1.1.2      1.3.3.1                                Accept user input of scheduling parameters and        Yes            Met
                                                               participant data for all family/household
 30                                                            members
         1.3.1.2.1      1.1.1.2                                Collect and store appointment schedule data in        Yes            Met
 31                                                            data store
         1.3.1.2.2      1.3.3.2                                Collect and store appointment schedule data in        Yes            Met
 32                                                            data store
       1.3.1.3          1.1.1.3                              Check for appointment availability at particular        Yes            Met
                                                             time at date that meet preference parameters
 33
 34    1.3.1.4          1.1.1.4                              Decrement number of slots available                     Yes            Met           FReD 1.3.3.3 is duplicate to this item
       1.3.1.5          1.1.1.5                              Generate screen display of appointment schedule         Yes            Met
 35                                                          availability
       1.3.1.6          1.1.1.6                              Generate screen display of applicant‟s                  Yes            Met
 36                                                          appointment schedule
 37    1.3.1.7          1.1.1.7                              Generate daily schedule of events                       Yes            Met
 38    1.3.18           1.1.1.8                              Provide appointment notice to applicant                 Yes            Met
       1.3.1.9          1.3.3.4                              Generate appointment notice for participant or          Yes            Met
 39                                                          family/household
       1.3.1.10         1.3.3.5                              Generate screen display of appointment schedule         Yes            Met
 40




6adaf2e2-8295-4c7a-a204-a8d1e9eab5b8.xls
1.0 Appointment Scheduling                                                                                                               Page 3
                                                                                                                             Florida WIC Data System ITN
                                                                                                                            Requirements Traceability Matrix



           A             B            C          D                                E                                    F              G                                       H                                             I                                J
                                                                                                                                                                                                             Offeror Response:             If modification is required:
                                                                                                                               Current                                                                       0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                               System                                                                        1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                                  In Current   Requirement                                                                   2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                                   System?      Status              Comments / Details                                        3 = in base product           4 = High (>161 hrs)
 2 1.0             9.0                                  Appointment Scheduling
       1.3.1.11                             FL 1.4         Schedule for Family Members                                No           Not Met         The proposed system shall provide the ability to
                                                                                                                                                   setup appointments for a family household. For
                                                                                                                                                   example, three family members need an issuance
                                                                                                                                                   appointment and one family member needs a
                                                                                                                                                   certification appointment, the computer shall display
                                                                                                                                                   the optimal appointment dates for those clients and
                                                                                                                                                   the Intake Worker shall schedule each client to the
 41                                                                                                                                                correct time and date
       1.3.1.12                             FL 1.5         Determine Next Scheduled Appointment Date                  No           Not Met         The proposed system shall determine the next
                                                                                                                                                   scheduled appointment date based upon the default
 42                                                                                                                                                calculation of the next pick-up date
       1.3.1.13                             FL 1.6         Schedule a Client to their Nearest Site                    No           Not Met         The proposed system shall schedule a client to the
                                                                                                                                                   nearest site for scheduled pick-up based upon the
 43                                                                                                                                                client's zip code
       1.3.1.14                             FL 1.7         Schedule High Risk Appointments                            No           Not Met         The proposed system shall confirm availability of staff
                                                                                                                                                   to serve high risk clients when scheduling an
 44                                                                                                                                                appointment
 45   1.3.3          2.1.2                               Schedule Nutrition Education Appointment
 46     1.3.2.1        2.1.2.1                            Accept user input on participant preferences                Yes            Met
        1.3.2.2                                           Assign resources available for conducting
 47                    2.1.2.2                            nutrition education class                                   No           Not Met
       1.3.2.3                                            Check for appointment availability at particular
 48                    2.1.2.3                            time and date                                               Yes            Met
       1.3.2.4                                            Coordinate appointment scheduling with other
 49                    2.1.2.4                            family/household members                                    Yes            Met
       1.3.2.5                                            Collect and store appointment schedule data in
 50                    2.1.2.5                            data store                                                  Yes            Met
       1.3.2.6                                            Decrement the Event Slot Number of Spaces
 51                    2.1.2.6                            each time a new appointment is scheduled                    Yes            Met
       1.3.2.7                                            Generate screen display of local agency/clinic‟s
 52                    2.1.2.7                            nutrition education appointment schedule                    Yes            Met
       1.3.28                                             Generate screen display of participant‟s nutrition
 53                    2.1.2.8                            education appointment schedule                              Yes           Met
 54     1.3.29         2.1.2.9                            Generate participant appointment notice                     No           Not Met
 55   1.3.4          1.1.2                               Maintain Waiting List
        1.3.4.1        1.1.2.1                            Accept CPA identity and post to applicable                  No          Not Met
 56                                                       certification sessions
       1.3.4.2         1.1.2.2                            Accept input of participant status code and                No           Not Met
 57                                                       update applicant status
 58    1.3.4.3         1.1.2.3                            Calculate waiting list priority                            No           Not Met
       1.3.4.4         1.1.2.4                            Retrieve participant records with waiting list active      No           Not Met
 59                                                       status
 60    1.3.4.5         1.1.2.5                            Sort records by waiting list priority                      No           Not Met
 61    1.3.4.6         1.1.2.6                            Display waiting list in priority order                     No           Not Met
 62    1.3.4.7         1.1.2.7                            Update participant waiting list status                     No           Not Met




6adaf2e2-8295-4c7a-a204-a8d1e9eab5b8.xls
1.0 Appointment Scheduling                                                                                                                Page 4
                                                                                                                          Florida WIC Data System ITN
                                                                                                                         Requirements Traceability Matrix



              A          B            C          D                                E                                 F              G                                       H                                             I                                J
                                                                                                                                                                                                          Offeror Response:             If modification is required:
                                                                                                                             Current                                                                      0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                             System                                                                       1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                                In Current   Requirement                                                                  2 = Configurable,             3 = Medium (81 - 160 hrs)
  1 Master #       FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                                 System?      Status             Comments / Details                                        3 = in base product           4 = High (>161 hrs)
  2 1.0            9.0                                  Appointment Scheduling
        1.3.4.8        1.1.2.8                             Generate printed report or screen display of             No          Not Met
 63                                                        waiting list
        1.3.4.9        1.1.2.9                             Generate notice of waiting list status for applicant     No          Not Met
 64
 65 1.3.5            9.2.2                               Perform Mass Rescheduling
        1.3.5.1        9.2.2.1                            Retrieve appointment schedule for the selected            No          Not Met
 66                                                       day, time or event
        1.3.5.2        9.2.2.2                            Update Scheduled Appointment Outcome Code                 No          Not Met
 67                                                       to Rescheduled
        1.3.5.3        9.2.2.3                            Update data stores with new appointment                   No          Not Met
 68                                                       information
        1.3.5.4        9.2.2.4                            Identify Re-Scheduled Appointments.                       No          Not Met
                                                          The system shall capture and track current and
                                                          past appointments. The system shall capture and
                                                          track when a client is re-scheduling more than
 69                                                       twice.
      1.3.6                                 FL 1.3        On-Line client schedule for appointments                  No          Not Met         The proposed system shall provide an on-line client
                                                                                                                                                scheduler for appointments for clients via the
                                                                                                                                                Internet. The on-line scheduler shall enable the client
                                                                                                                                                to view available appointment slots and then
 70                                                                                                                                             schedule the appointment for the specified service
      1.3.7                                 FL 1.8         Generate client appointment status summary               No          Not Met         The proposed system shall generate a client
                                                           report                                                                               appointment status summary report for display and
                                                                                                                                                export to a PC. The report selection criteria shall
                                                                                                                                                include: agency, site(s), client type, date range,
                                                                                                                                                appointment type (certification, issuance, nutrition
                                                                                                                                                education), and appointment status. The report data
                                                                                                                                                shall be presented by agency and/or site(s) and
                                                                                                                                                include: client type, date, appointment type, number
                                                                                                                                                of appointments scheduled, number/percent of
                                                                                                                                                appointments rescheduled, number/percent of
                                                                                                                                                appointments missed (no-show). Note: this report
                                                                                                                                                will be used to facilitate overbooking of appointments
                                                                                                                                                by site to improve the efficiency and quality of client
                                                                                                                                                appointment scheduling.
 71
 72 1.4            9.3                                  Generate Appointment Notice
      1.4.1          9.3.1.1                             Generate an appointment notice or mailing labels
 73
        1.4.1.1        9.3.1.1                             Accept user request to generate an appointment          Yes            Met
 74                                                        notice or mailing labels
 75     1.4.1.2        9.3.1.2                             Retrieve data from the appropriate data stores          Yes           Met
 76     1.4.1.3        9.3.1.3                             Create mailing labels                                   Yes           Met
 77     1.4.1.4        9.3.1.4                             Create appointment file                                 Yes           Met
 78     1.4.1.5        9.3.1.5                             Download appointment file to auto dialer.               Yes           Met
 79     1.4.1.6        9.3.1.6                             Generate appointment notices                            No           Not Met




6adaf2e2-8295-4c7a-a204-a8d1e9eab5b8.xls
1.0 Appointment Scheduling                                                                                                             Page 5
                                                                                                                      Florida WIC Data System ITN
                                                                                                                     Requirements Traceability Matrix



            A            B            C          D                                E                            F               G                                       H                                              I                                J
                                                                                                                                                                                                       Offeror Response:             If modification is required:
                                                                                                                       Current                                                                         0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                       System                                                                          1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                         In Current    Requirement                                                                     2 = Configurable,             3 = Medium (81 - 160 hrs)
  1 Master #       FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                          System?       Status               Comments / Details                                         3 = in base product           4 = High (>161 hrs)
  2 1.0            9.0                                  Appointment Scheduling
 80     1.4.1.7        9.3.1.7                             Generate mailing labels                           Yes              Met
      1.4.2                                              Document Missed Nutrition Education Appointment
 81                  2.1.4
 82     1.4.2.1        2.1.4.1                             Retrieve class roster or accept card input          Yes            Met
                                                           Update class roster with participants‟ attendance
 83     1.4.2.2        2.1.4.2                             status                                              No           Not Met
        1.4.2.3
 84                    2.1.4.3                             Requirements                                        Yes            Met
        1.4.2.4                                            Update scheduled appointment outcome
 85                    2.1.4.4                             code/appointment missed reason in data store        Yes            Met
        1.4.2.5                                            Update participant care plan with attendance
                                                           status or appointment missed reason for specific
 86                    2.1.4.5                             class                                               No           Not Met
        1.4.2.6
                                                           Generate screen display or report of participants
 87                    2.1.4.6                             who did not participate in nutrition education      No           Not Met
        1.4.2.7                                            Generate screen display or report of updated
 88                    2.1.4.7                             individual care plan                                No           Not Met
 89     1.4.2.8        2.1.4.8                             Total Requirements                                  Yes           Met
        1.4.2.9                             FL 1.9         Generate missed appointments follow-up report       No           Not Met         The proposed system shall generate a missed (no
                                                                                                                                            show) appointments follow-up report for display and
                                                                                                                                            export to a PC. The report selection criteria shall
                                                                                                                                            include: agency, site(s), client type, date range,
                                                                                                                                            appointment type (certification, issuance, nutrition
                                                                                                                                            education), and appointment status. The report data
                                                                                                                                            shall be presented by agency and/or site(s) and
                                                                                                                                            include: client type, date, appointment type, and client
                                                                                                                                            contact information (WIC ID, client name, authorized
                                                                                                                                            representative, address, phone, e-mail address).
                                                                                                                                            Note: this report will facilitate follow-up by Local
                                                                                                                                            Agency staff to improve the quality of client care.
 90
        1.4.2.10                            FL 1.10                                                            No           Not Met         The proposed system shall generate a rescheduled
                                                                                                                                            appointment report for display and export to a PC.
                                                                                                                                            The report selection criteria shall include: agency,
                                                                                                                                            site(s), client type, date range, appointment type
                                                                                                                                            (certification, issuance, nutrition education), and
                                                                                                                                            appointment status. The report data shall be
                                                                                                                                            presented by agency and/or site(s) and include: client
                                                                                                                                            type, date, appointment type, and client identification
                                                                                                                                            information (WIC ID, client name). Note: this report
                                                                                                                                            will enable response to a USDA/FNS management
                                                                                                                                            evaluation requirement.
 91




6adaf2e2-8295-4c7a-a204-a8d1e9eab5b8.xls
1.0 Appointment Scheduling                                                                                                         Page 6
                                                                                            Florida WIC Data System ITN
                                                                                           Requirements Traceability Matrix



           A             B            C          D                            E        F             G                                    H                               I                                    J
                                                                                                                                                           Offeror Response:                 If modification is required:
                                                                                               Current                                                     0 = Cannot support,               1 = Trivial effort (<8 hrs)
                                                                                               System                                                      1 = Customization required,       2 = Low (9 - 80 hrs)
                                                                                  In Current   Requirement                                                 2 = Configurable,                 3 = Medium (81 - 160 hrs)
  1 Master #       FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description   System?      Status             Comments / Details                       3 = in base product               4 = High (>161 hrs)
  2 1.0            9.0                                  Appointment Scheduling
 92
 93
 94                                                                                                               1.0 Appointment Scheduling Summary
 95                                                                                                                 Requirements met by vendor (2,3)                                     0
 96                                                                                                                 Requirements not met by vendor (0,1)                                 0
 97                                                                                                                 Modifications required
 98                                                                                                                   Trivial (1)                                                        0
 99                                                                                                                   Low (2)                                                            0
100                                                                                                                   Medium (3)                                                         0
101                                                                                                                   High (4)                                                           0
102                                                                                                                 Modification Score                                                   0
103
104
105
106




6adaf2e2-8295-4c7a-a204-a8d1e9eab5b8.xls
1.0 Appointment Scheduling                                                                               Page 7
                                                                                                                        Florida WIC Data System ITN
                                                                                                                       Requirements Traceability Matrix



           A             B            C          D                                E                                F             G                                         H                                               I                                J
                                                                                                                                                                                                            Offeror Response:             If modification is required:
                                                                                                                           Current                                                                          0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                           System                                                                           1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                              In Current   Requirement                                                                      2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                               System?      Status             Comments                                                      3 = in base product           4 = High (>161 hrs)
 2 2.0             1.0                                  Certification
 3 2.1             1.1                                  Enroll Applicant
 4   2.1.1           1.1.3                               Maintain Basic Information on Applicant
       2.1.1.1         1.1.3.1                             Accept CPA identity and post to applicable             Yes           Met
 5                                                         certification sessions
       2.1.1.2         1.1.3.2                             Assign application identification number and           Yes           Met
                                                           create new participant record or accept user input
                                                           of participant identification number to access
 6                                                         existing data
       2.1.1.3         1.1.3.3                             Add new applicant demographic data to data             Yes           Met
 7                                                         store or update existing records in data store
       2.1.1.4         1.1.3.4                             Generate or accept user input of family/household      Yes           Met
                                                           identification number and associate it to the
 8                                                         applicant.
       2.1.1.5         1.1.3.5                             Link applicant to the family/household                 Yes           Met
 9                                                         identification number
       2.1.1.6         1.1.3.6                             Associate all other family/household members to        Yes           Met
                                                           the family/household identification number
 10
       2.1.1.7         1.1.3.7                             Make changes to basic applicant data to all            No          Not Met
                                                           records associated with the family/household
 11                                                        identification number.
 12    2.1.1.8         1.1.3.8                             Generate screen display of applicant data             Yes           Met
       2.1.1.9                              FL 2.1         Capture Primary Language Spoken and Read              No           Not Met         The proposed system shall capture the enrollee's
                                                                                                                                              primary language spoken and read. The proposed
                                                                                                                                              system shall generate a report of the numbers of clients
 13                                                                                                                                           per spoken and written language
       2.1.1.10                             FL 2.2         Capture E-Mail Address and Multiple Phone              No          Not Met         The proposed system shall provide input for the client's
                                                           Numbers                                                                            e-mail address and multiple phone numbers in the client
 14                                                                                                                                           demographic record
       2.1.1.11                             FL 2.3         On-Line Screening Application Form                     No          Not Met         The proposed system shall provide a WIC screening
                                                                                                                                              application form to prospective clients in the appropriate
                                                                                                                                              reading languages via the Internet. The screening
                                                                                                                                              application form shall enable the prospective client to
                                                                                                                                              forecast their program eligibility in advance of an initial
                                                                                                                                              clinic visit. Submitted application screening forms shall
                                                                                                                                              be available to the Intake Worker at the clinic to
                                                                                                                                              complete in-person income eligibility determination and
                                                                                                                                              continue the certification process, as appropriate
 15
 16   2.1.2          1.4.1                               Change Family/Household Grouping
        2.1.2.1        1.4.1.1                            Accept user input of participant identification        Yes            Met
                                                          number and family/household identification
                                                          number and retrieve participant‟s existing
 17                                                       household grouping
       2.1.2.2         1.4.1.2                                                                                   Yes            Met
 18                                                        Display list of existing family/household groupings




6adaf2e2-8295-4c7a-a204-a8d1e9eab5b8.xls
2.0 Certification                                                                                                                    Page 8
                                                                                                                           Florida WIC Data System ITN
                                                                                                                          Requirements Traceability Matrix



              A               B         C           D                               E                                 F             G                        H                  I                                J
                                                                                                                                                                 Offeror Response:             If modification is required:
                                                                                                                              Current                            0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                              System                             1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                                 In Current   Requirement                        2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #           FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                               System?      Status             Comments        3 = in base product           4 = High (>161 hrs)
 2 2.0                1.0                                  Certification
       2.1.2.3            1.4.1.3                             Accept user selection of existing family/household     Yes           Met
                                                              grouping or generate new family/household
 19                                                           grouping
       2.1.2.4              1.4.1.4                           Link participant to selected/newly created             Yes           Met
 20                                                           family/household grouping
       2.1.2.5              1.4.1.5                           Update data store with new participant                 Yes           Met
 21                                                           family/household identification number
       2.1.2.6              1.4.1.6                           Generate screen display of updated participant         Yes           Met
 22                                                           family/household grouping
       2.1.2.7              1.4.1.7                           Generate screen display of changes to participant       No         Not Met
 23                                                           records
      2.1.3           1.4                                   Transfer Client (if applicable)
                                                            (FReD Description - Process Participant Changes
 24                                                         and Transfers)
 25    2.1.3.1         1.4.3                                  Process In-State Transfers
         2.1.3.1.1       1.4.3.1                                 At Originating Agency: Retrieve existing            Yes           Met
                                                                 participant or family/household data from data
 26                                                              store
         2.1.3.1.2          1.4.3.2                                                                                  Yes           Met
 27                                                              Create transfer file and upload to central host
 28      2.1.3.1.3          1.4.3.3                              Terminate participant at originating agency         Yes           Met
         2.1.3.1.4          1.4.3.4                              Update Authorization to Access Records              Yes           Met
 29                                                              (centralized database only)
         2.1.3.1.5          1.4.3.5                              At Receiving Agency: Receive file from              Yes           Met
 30                                                              originating agency
         2.1.3.1.6          1.4.3.6                              Update data store with participant or               Yes           Met
 31                                                              family/household information
         2.1.3.1.7          1.4.3.7                              Update authorization to access records              Yes           Met
 32                                                              (centralized database only)
 33      2.1.3.1.8       1.4.3.8                                 Generate participant transfer file                  Yes           Met
 34      2.1.3.1.9       1.4.3.9                                 Screen display of transfer information              Yes           Met
 35    2.1.3.2         1.4.4                                  Process Transfers to Other States and Overseas
 36      2.1.3.2.1       1.4.4.1                                 Retrieve data from data stores                      Yes           Met
         2.1.3.2.2       1.4.4.2                                                                                     Yes           Met
 37                                                              Produce a VOC from data resident in the system
 38       2.1.3.2.3    1.4.4.3                                Generate VOC document                                  Yes           Met
 39   2.1.4            1.1.4                                Screen Applicant for Prior Enrollment
         2.1.4.1         1.1.4.1                              Login CPA for specific agency and site                 Yes           Met
                                                              (Accept CPA identity and post to applicable
 40                                                           certification sessions)
       2.1.4.2              1.1.4.2                           Maintain statewide centralized database for dual       Yes           Met
 41                                                           participation/ dual enrollment matching
       2.1.4.3              1.1.4.3                           Match newly entered applicant data with data           Yes           Met
 42                                                           resident in data store
 43    2.1.4.4              1.1.4.4                           Generate screen display of potential matches           Yes           Met
 44    2.1.4.5              1.1.4.5                           Accept user input to potential matches                 Yes           Met




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            A               B           C           D                                 E                                 F              G                                      H                                               I                                J
                                                                                                                                                                                                               Offeror Response:             If modification is required:
                                                                                                                                Current                                                                        0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                                System                                                                         1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                                   In Current   Requirement                                                                    2 = Configurable,             3 = Medium (81 - 160 hrs)
  1 Master #          FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                                 System?      Status           Comments                                                      3 = in base product           4 = High (>161 hrs)
  2 2.0               1.0                                  Certification
        2.1.4.6           1.1.4.6                             Generate screen display with dual enrollment             Yes            Met
 45                                                           status
 46 2.1.5              1.4.2                                Change Participation Status
        2.1.5.1          1.4.2.1                              Accept user input of participant identification          Yes            Met
                                                              number and retrieve and display existing
 47                                                           participant participation status or category
 48     2.1.5.2          1.4.2.2                              Update data store                                        Yes            Met
        2.1.5.3          1.4.2.3                                                                                       Yes            Met
                                                              Add a record to or update an existing record in
                                                              the Participant data store to show an applicant as
 49                                                           ineligible or a participant‟s termination reason
        2.1.5.4          1.4.2.4                              Notify user of food package changes due to               Yes            Met
 50                                                           status change
        2.1.5.5          1.4.2.5                              Generate screen display of participant status            Yes            Met
 51                                                           change
 52     2.1.5.6          1.4.2.6                              Generate notice of participant status change             Yes          Met
        2.1.5.7                                FL 2.4         Enhance Client Search Capabilities                       No          Not Met       The proposed system shall enable users to find a client
                                                                                                                                                 using last name, first name, alias name, social security
                                                                                                                                                 number, date of birth, gender, phone numbers,
                                                                                                                                                 certification date, authorized representative and
                                                                                                                                                 combinations thereof. The search results shall
                                                                                                                                                 minimally include the last name, first name, including
                                                                                                                                                 similar variations of the last and first names (sounds
                                                                                                                                                 like), alias name, address, social security number, date
                                                                                                                                                 of birth, certification status code, and certification date
 53
 54   2.1.6           2.4                                   Provide Voter Registration Information
 55     2.1.6.1         2.4.1                                Provide Voter Registration Information
        2.1.6.1.1         2.4.1.1                              Accept user input of participants offered voter         No           Not Met
 56                                                            registration services
 57     2.1.6.1.2        2.4.1.2                               Create Voter Registration Report                        No           Not Met
 58     2.1.6.1.3        2.4.1.3                               Generate Voter Registration report                      No           Not Met
 59   2.1.7           2.3                                   Perform Participant Referrals
 60     2.1.7.1         2.3.1                                Tracking Incoming and Outgoing Referrals
 61       2.1.7.1.1       2.3.1.1                              Accept user entered participant referral data           Yes           Met
          2.1.7.1.2       2.3.1.2                              Accept required location and match for referral         No           Not Met
 62                                                            agencies in close proximity
          2.1.7.1.3      2.3.1.3                               Display list of agencies in close proximity and         No           Not Met
 63                                                            accept agency referral selection
 64       2.1.7.1.4      2.3.1.4                               Update appropriate data stores                          No           Not Met
          2.1.7.1.5      2.3.1.5                               Retrieve and display participant care plan and          No           Not Met
 65                                                            update data store
          2.1.7.1.6      2.3.1.6                               Retrieve referral agency location information,          No           Not Met
                                                               referral data, and appointment data from
 66                                                            appropriate data stores
 67       2.1.7.1.7      2.3.1.7                               Update referral data stores with appropriate data       No           Not Met




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            A              B            C           D                                 E                                F              G                                     H                                               I                                J
                                                                                                                                                                                                             Offeror Response:             If modification is required:
                                                                                                                               Current                                                                       0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                               System                                                                        1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                                  In Current   Requirement                                                                   2 = Configurable,             3 = Medium (81 - 160 hrs)
  1 Master #          FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                                System?      Status           Comments                                                     3 = in base product           4 = High (>161 hrs)
  2 2.0               1.0                                  Certification
 68       2.1.7.1.8       2.3.1.8                                Generate referral notice                             No          Not Met
 69       2.1.7.1.9       2.3.1.9                                Generate referral transaction file                   No          Not Met
        2.1.8.1                                FL 2.5         Capture and record a history of client referral         No          Not Met       The proposed system shall capture and record a history
                                                              information                                                                       of incoming and outgoing referrals for the client. The
                                                                                                                                                history of client referral information will measure the
 70                                                                                                                                             outcomes for client outreach activities
 71 2.2.               1.1.5                               Determine Eligibility
      2.2.1            1.1.5                                Determine Adjunct or Automatic Income Eligibility
 72
        2.2.1.1          1.1.5.1                              Accept CPA identity and post to applicable              Yes            Met
 73                                                           certification sessions
        2.2.1.2          1.1.5.2                              Accept user input of proof of participation in an       Yes            Met
                                                              adjunctive eligibility program, self declared
 74                                                           income, and participant income range
        2.2.1.3          1.1.5.3                              Add to data store for all family/household              Yes            Met
 75                                                           members
        2.2.1.4          1.1.5.4                              Retrieve data through interface with other health       Yes            Met
                                                              and social service systems (e.g. Food Stamps,
 76                                                           TANF, or Medicaid)
        2.2.1.5          1.1.5.5                              Generate screen display of adjunctive eligibility       Yes            Met
 77                                                           status
        2.2.1.6                                FL 2.6.1       Direct Access to Determine Adjunctive Income            Yes           Met         The current Florida WIC Data system interfaces with the
                                                              Eligibility                                                                       DCF FLORIDA system to determine adjunctive income
                                                                Interface with DCF FLORIDA                                                      eligibility based upon enrollment in Food Stamps,
                                                                                                                                                Medicaid, and Temporary Cash Assistance. The
                                                                                                                                                proposed system shall provide this same functionality
                                                                                                                                                (FL 2.6.1 - for details, please see the FLORIDA System
                                                                                                                                                interface code in the Procurement Library
 78
        2.2.1.7                                FL 2.6.2         Interface with AHCA FMMIS                             No          Not Met       The proposed system shall automatically connect to the
                                                                                                                                                Agency for Health Care Administration (AHCA) Florida
                                                                                                                                                Medicaid Management Information System (FMMIS) to
                                                                                                                                                enable users to find a prospective client's Medicaid
                                                                                                                                                status and eligibility. The search results shall minimally
                                                                                                                                                include first name, last name, social security number,
                                                                                                                                                date of birth, sex, and Medicaid status and eligibility.
                                                                                                                                                The real time connection to FMMIS shall be active as
                                                                                                                                                long as the Intake Worker is logged into the WIC Data
                                                                                                                                                System (FL 2.6.2)
 79
 80   2.2.2            1.1.6                                Determine Documented Income Eligibility
 81     2.2.2.1          1.1.6.1                             Accept annual updates to income guidelines               Yes            Met
        2.2.2.2          1.1.6.2                             Accept CPA identity and post to applicable               Yes            Met
 82                                                          certification sessions
        2.2.2.3          1.1.6.3                             Add, update, and delete income and                       Yes            Met
 83                                                          family/household data




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            A            B            C          D                                 E                               F               G                                     H                                             I                                J
                                                                                                                                                                                                        Offeror Response:             If modification is required:
                                                                                                                           Current                                                                      0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                           System                                                                       1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                             In Current    Requirement                                                                  2 = Configurable,             3 = Medium (81 - 160 hrs)
  1 Master #       FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                              System?       Status            Comments                                                   3 = in base product           4 = High (>161 hrs)
  2 2.0            1.0                                  Certification
 84     2.2.2.4        1.1.6.4                             Automate Manual Income Screening                       No            Not Met
        2.2.2.5        1.1.6.5                             Retrieve and compare annual income with               Yes             Met
                                                           allowable annual income for family/household size
 85
        2.2.2.6        1.1.6.6                             Allow user input of income levels that exceed           Yes            Met
                                                           maximum allowed level if the participant has
                                                           provided proof of participation in TANF, FSP, or
                                                           Medicaid, or any other automatic income eligibility
 86                                                        program
 87     2.2.2.7        1.1.6.7                             Requirements                                            Yes            Met
        2.2.2.8        1.1.6.8                             Display income eligibility status and update data       Yes            Met
                                                           store (if ineligible, update ineligibility date and
 88                                                        reason)
        2.2.2.9        1.1.6.9                             Generate screen display of income eligibility           Yes            Met
 89                                                        status
        2.2.2.10       1.1.6.10                            Compare income data entered for all members of          Yes            Met
                                                           the family/household and produce a screen
 90                                                        display of inconsistencies
        2.2.2.11       1.1.6.11                            Allow user to accept or reject income data              Yes            Met
                                                           displayed as inconsistencies across
 91                                                        family/household members, as appropriate
        2.2.2.12       1.1.6.12                            Apply income eligibility determination to all           No           Not Met
 92                                                        members of the family/household
        2.2.2.13                            FL 2.7         Provide income calculator                               No          Not Met       The proposed system shall provide an income
                                                                                                                                             calculator that will convert incremental income (weekly,
                                                                                                                                             bi-weekly) and incidental income (occasional) to a
 93                                                                                                                                          monthly figure
        2.2.2.14                            FL 2.8        Capture and record the income of all applicants          No          Not Met       The proposed system shall capture and record the
                                                          including those with income exceeding the                                          income of all applicants including those with income
 94                                                       eligibility limits                                                                 exceeding the eligibility requirements
 95   2.2.3          1.1.7                               Maintain Eligibility Documentation and Status
        2.2.3.1        1.1.7.1                            Accept input of source of income information (i.e.       No           Not Met
 96                                                       pay stub, letter from Medicaid, etc )
        2.2.3.2        1.1.7.2                            Capture applicant‟s physical presence at                 Yes            Met
 97                                                       certification visit or reason for exception
        2.2.3.3        1.1.7.3                            Calculate date income documents or the nutrition         No           Not Met
 98                                                       assessment are due (if not provided)
        2.2.3.4        1.1.7.4                            Provide a notification that benefits will terminate if   No           Not Met
                                                          income documentation or the nutrition
                                                          assessment is not completed by a specific date
                                                          (30 days from date of temporary certification for
                                                          temporary certification and 60 days from date of
                                                          certification for women deemed presumptively
 99                                                       eligible)




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              A          B            C          D                                 E                                  F              G                        H                  I                                J
                                                                                                                                                                  Offeror Response:             If modification is required:
                                                                                                                               Current                            0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                               System                             1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                                  In Current   Requirement                        2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                                   System?      Status          Comments           3 = in base product           4 = High (>161 hrs)
 2 2.0             1.0                                  Certification
       2.2.3.5         1.1.7.5                             Automatically terminate after 30 or 60 days and             No         Not Met
                                                           prevent issuance of food instruments past 30 or
                                                           60 days from date of certification if documents
100                                                        are not provided
       2.2.3.6         1.1.7.6                             Generate Notice to applicants of the specific               No         Not Met
                                                           documents needed and the date by which they
101                                                        must be provided
102    2.2.3.7         1.1.7.7                             Generate Ineligibility Notice                               No         Not Met
       2.2.3.8         1.1.7.8                             Generate screen display of documentation                    No         Not Met
103                                                        provided
      2.2.4          1.2.6                               Assess Applicant for Temporary Certification/
104                                                      Presumptive Eligibility Requirements
       2.2.4.1         1.2.6.1                             Retrieve certification data from Participant,              Yes           Met
                                                           Participant Health, and
105                                                        Nutrition Assessment data stores
       2.2.4.2         1.2.6.2                             Determine type of documentation missing from               Yes           Met
106                                                        required certification data
       2.2.4.3         1.2.6.3                             Accept user input of certification status code for         Yes           Met
                                                           temporarily certified or presumptively eligible and
                                                           verify that the applicant is eligible to be classified
107                                                        for this status
       2.2.4.4         1.2.6.4                             Calculate date documentation is required to                Yes           Met
108                                                        complete certification
       2.2.4.5         1.2.6.5                             Flag record to ensure that benefits cannot be              Yes           Met
                                                           issued for a timeframe greater than the approved
                                                           timeframe for temporarily certified or
109                                                        presumptively eligible participants
       2.2.4.6         1.2.6.6                             If documentation is not provided by the required           Yes           Met
                                                           date, the system should automatically terminate
110                                                        the participant                                                                     Core
       2.2.4.7         1.2.6.7                             Screen display of participants that need to                Yes           Met
111                                                        provide documentation
       2.2.4.8         1.2.6.8                             Screen display or printed report of participants           Yes           Met
                                                           automatically terminated by the system because
112                                                        of missing certification data
       2.2.4.9         1.2.6.9                             Generate notice of ineligibility for temporarily           Yes           Met
                                                           certified applicants that fail to bring in
113                                                        documentation within 30 days of certification
       2.2.4.10        1.2.6.10                            Generate notice of ineligibility for pregnant              Yes           Met
                                                           women presumptively certified that do not meet
                                                           any risk conditions within 60 days of certification
114
115 2.3              1.2.1                              Collect Health Data
      2.3.1          1.2.1                               Maintain Applicant Nutrition and Health
116                                                      Characteristics




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              A          B            C          D                               E                                 F             G                        H                  I                                J
                                                                                                                                                              Offeror Response:             If modification is required:
                                                                                                                           Current                            0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                           System                             1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                              In Current   Requirement                        2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                               System?      Status          Comments           3 = in base product           4 = High (>161 hrs)
 2 2.0             1.0                                  Certification
       2.3.1.1         1.2.1.1                             Accept CPA identity and post it to applicable          Yes           Met
117                                                        certification sessions
       2.3.1.2         1.2.1.2                             Accept user entered participant, participant           Yes           Met
118                                                        health, and breastfeeding data
119    2.3.1.3         1.2.1.3                             Update data stores                                     Yes           Met
       2.3.1.4         1.2.1.4                             Generate screen display of participant health data     Yes           Met
120
     2.3.2           1.2.3                               Perform Measurement and Calculate Body Mass
121                                                      Index
       2.3.2.1         1.2.3.1                             Accept CPA identity and post it to applicable         Yes            Met
122                                                        certification sessions
       2.3.2.2         1.2.3.2                             Accept user input of anthropometrics data or          Yes            Met
123                                                        retrieve data from data store
       2.3.2.3         1.2.3.3                             Compare actual measurements to CDC standards          Yes            Met
124
       2.3.2.4         1.2.3.4                             Assign BMI score and weight status classification     Yes            Met
125
       2.3.2.5         1.2.3.5                            Generate Graphic Growth Chart or Percentile            Yes            Met
126                                                       Chart with participant‟s data                                                    Future core
       2.3.2.6         1.2.3.6                            Screen display or printout of participant growth       Yes            Met
127                                                       chart
128    2.3.2.7         1.2.3.7                            Participant percentile change chart (optional)         Yes            Met
129 2.3.3            1.2.4                               Capture and Document Blood Test Results                 Yes            Met
       2.3.3.1         1.2.4.1                            Accept user input of blood work or retrieve data       Yes            Met
130                                                       from data stores
       2.3.3.2         1.2.4.2                            Run an algorithm to determine if blood work is         Yes            Met
                                                          needed in a specified time period based on
                                                          participant category, participant age, date of
131                                                       certification, and date of last blood work
132    2.3.3.3         1.2.4.3                            Determine participants requiring blood work            Yes            Met
       2.3.3.4         1.2.4.4                            Screen display or printed list of participants         Yes            Met
133                                                       needing blood work
      2.3.4          1.2.7                               Conduct On-going Assessment of Blood work
134                                                      Needed
135    2.3.4.1         1.2.7.1                            Retrieve blood work data from data stores              Yes            Met
       2.3.4.2         1.2.7.2                            Calculate due date of blood work based on              Yes            Met
136                                                       certification date and last blood work date
       2.3.4.3         1.2.7.3                            Flag records in which blood work is missing within     Yes            Met
137                                                       90 days of certification
       2.3.4.4         1.2.7.4                            Screen display or printed report of participants       Yes            Met
138                                                       missing blood work
       2.3.4.5         1.2.7.5                            Generate notice to participant of missing blood         No          Not Met
139                                                       work
140   2.3.5          1.2.8                               Maintain Participant Data




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               A            B           C           D                                 E                              F               G                                    H                                              I                                J
                                                                                                                                                                                                          Offeror Response:             If modification is required:
                                                                                                                             Current                                                                      0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                             System                                                                       1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                                In Current   Requirement                                                                  2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #           FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                              System?      Status            Comments                                                   3 = in base product           4 = High (>161 hrs)
 2 2.0                1.0                                  Certification
       2.3.5.1            1.2.8.1                             Automatically generate the Family/Household           Yes             Met
                                                              Identification Number or input an existing number
141
            2.3.5.2      1.2.8.2                              Associate participant to the appropriate               Yes            Met
142                                                           Family/Household Identification Number
            2.3.5.3      1.2.8.3                              Automatically generate the Participant                 Yes            Met
                                                              Identification Number (if system generated) or
143                                                           input number
144         2.3.5.4      1.2.8.4                              Accept user entered Proxy data                         Yes            Met
            2.3.5.5      1.2.8.5                              Store Participant ID and Proxy data in data store      Yes            Met
145
146         2.3.5.6      1.2.8.6                              Screen display of proxy information                    Yes          Met
            2.3.5.7                            FL 2.9         Capture client medical referral form data              No          Not Met       The proposed system shall provide the ability to capture
                                                              electronically                                                                   client medical referral form data from scanner input.
                                                                                                                                               The system shall securely store, display, and print the
147                                                                                                                                            medical referral forms
148 2.4               2.6                                  Determine Immunization Status
      2.4.1             2.6.1                               Screen and refer participant for immunization
149                                                         services
        2.4.1.1          2.6.1.1                              Accept user input of immunization status, data         No           Not Met
                                                              sharing, and referral information and update data
150                                                           stores
            2.4.1.2      2.6.1.2                              Display list of participants by immunization status,   No           Not Met
151                                                           using sort parameters
            2.4.1.3      2.6.1.3                              Generate lists of participants who have granted        No           Not Met
152                                                           consent for sharing with outside entities
            2.4.1.4      2.6.1.4                              List of participants referred (with desired            No           Not Met
153                                                           parameters)
            2.4.1.5      2.6.1.5                              The system shall provide an electronic file on         No           Not Met
                                                              appropriate media for sharing of client
154                                                           immunization status and record.
155         2.4.1.6      2.6.1.6                              Screen display of reason referral not made             No          Not Met
      2.5                                                  Determine Nutrition Risk and Assign Food
156                                                        Package
157    2.5.1           1.2.5                                Determine Nutrition Risk
         2.5.1.1         1.2.5.1                              Accept CPA identity and post it to applicable          Yes            Met
158                                                           certification sessions
159         2.5.1.2      1.2.5.2                              Retrieve data from data stores                         Yes            Met
            2.5.1.3      1.2.5.3                              Enable entry of a Participant Nutrition Risk Code      Yes            Met
                                                              or automatically calculate the Participant Nutrition
                                                              Risk Code based on Participant‟s Health and
                                                              Nutrition data and store in the Participant Health
160                                                           data store
            2.5.1.4      1.2.5.4                              Accept additional Participant Nutrition Risks and      Yes            Met
161                                                           store in the Participant Health data store




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              A             B          C           D                                E                                 F             G                                    H                                            I                                J
                                                                                                                                                                                                       Offeror Response:             If modification is required:
                                                                                                                              Current                                                                  0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                              System                                                                   1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                                 In Current   Requirement                                                              2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #          FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                                System?      Status          Comments                                                 3 = in base product           4 = High (>161 hrs)
 2 2.0               1.0                                  Certification
       2.5.1.5           1.2.5.5                             Automatically assign Participant Priority based on      Yes           Met
                                                             Participant Risk Factor and Participant Category,
                                                             with the opportunity to allow staff to override the
                                                             value, and store in the Participant Health data
162                                                          store
       2.5.1.6          1.2.5.6                              Automatically update Priority based on status           Yes           Met
163                                                          changes (e.g., infants reaching 1 year)
       2.5.1.7          1.2.5.7                              Accept user input of new Participant Priority Level     Yes           Met
                                                             Code and store in the Participant data store
164
165    2.5.1.8          1.2.5.8                             Retrieve data from Participant data store               Yes            Met
166                   1.2.2                                Perform Dietary Assessment
                        1.2.2.1                             Accept CPA identity and post it to applicable           N/A            N/A
167                                                         certification sessions                                                            N/A - not required to support current business process
                        1.2.2.2                             Accept user input of food and amounts consumed          N/A            N/A
168                                                                                                                                           N/A - not required to support current business process
169                     1.2.2.3                             Calculate actual daily food intake amount               N/A            N/A        N/A - not required to support current business process
                        1.2.2.4                             Compare actual daily food intake to required daily      N/A            N/A
170                                                         food intake                                                                       N/A - not required to support current business process
171                     1.2.2.5                             Assign food/dietary score (automatically)               N/A            N/A        N/A - not required to support current business process
172                     1.2.2.6                             Store data in data store                                N/A            N/A        N/A - not required to support current business process
                        1.2.2.7                             Generate screen display of participant dietary          N/A            N/A
173                                                         assessment                                                                        N/A - not required to support current business process
174                   2.2.1                                Assess/Reassess Changes in Nutrition Risk
                        2.2.1.1                             Accept user input of participant‟s nutrition             No          Not Met
175                                                         assessment and care plan information
176                     2.2.1.2                             Retrieve data from the data store                       Yes            Met
177                     2.2.1.3                             Accept updates to data store                            Yes            Met
                        2.2.1.4                                                                                     Yes            Met
178                                                          Update existing participant records in data store
                        2.2.1.5                              Generate screen display of participant dietary          No          Not Met
179                                                          assessment
       2.5.1.9        2.2.2                                  Maintain Information on Food Purchased                  No          Not Met
180                                                          (EBT/ESD Only)
      2.5.2          11.1                                  Provide Value Enhanced Nutrition Assessment
181                                                        (VENA)
182    2.5.2.1        11.1.1                                 Perform Nutrition Assessment (VENA)                     No          Not Met      Source: New federal regulation
183    2.5.2.2        11.1.2                                 Identify Dietary Risk (VENA)                            No          Not Met      Source: New federal regulation
       2.5.2.3        11.1.3                                 Document and Track Nutrition Progress (VENA)            No          Not Met
184                                                                                                                                           Source: New federal regulation
185   2.5.3          1.3                                   Assign Food Package
        2.5.3.1        1.3.1                                Select Food Prescription
                                                            (FReD Description - Assess/Select Food
186                                                         Prescription)
         2.5.3.1.1      1.3.1.2                                                                                     Yes            Met
187                                                            Retrieve participant‟s category from data store




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           A               B            C           D                                E                                  F              G                        H                  I                                J
                                                                                                                                                                    Offeror Response:             If modification is required:
                                                                                                                                Current                             0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                                System                              1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                                   In Current   Requirement                         2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #           FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                                 System?      Status           Comments           3 = in base product           4 = High (>161 hrs)
 2 2.0                1.0                                  Certification
       2.5.3.1.2          1.3.1.3                                Display appropriate standard packages, in             No           Not Met
188                                                              addition to recommended package
       2.5.3.1.3         1.3.1.4                                 Select food benefit package based on                  No           Not Met
                                                                 participant category code and display food
189                                                              package with assigned food items to user
         2.5.3.1.4       1.3.1.5                                 Accept user food package confirmation or food         Yes            Met
190                                                              package change
         2.5.3.1.5       1.3.1.6                                 Alert user to inappropriate food package              Yes            Met
191                                                              selection and flag for over issuance
         2.5.3.1.6       1.3.1.7                                 Update data store to assign a food package to         Yes            Met
192                                                              the participant
         2.5.3.1.7       1.3.1.8                                 Generate screen display of participant food           Yes            Met
193                                                              package data
194       2.5.3.1.8      1.3.1.9                                 Printed report of food benefits prescribed            Yes            Met
         2.5.3.2       1.3.2                                  Change Food Package
                                                              (FReD Description - Tailor/Change Food
195                                                           Prescription)
         2.5.3.2.1       1.3.2.1                                 Accept user input of participant identification       Yes            Met
196                                                              and food package identification
         2.5.3.2.2       1.3.2.2                                                                                       Yes            Met
197                                                             Retrieve and display existing food prescription
         2.5.3.2.3       1.3.2.3                                Accept new food package selection and update           Yes            Met
                                                                food benefit prescription with new food package
198                                                             identification number
         2.5.3.2.4       1.3.2.4                                                                                       Yes            Met
                                                               Alternatively, accept new food items/quantities
                                                               and update data store Link to food instrument
199                                                            type. Assign new identifier for changed package
         2.5.3.2.5       1.3.2.5                               Generate screen display of participant updated          Yes            Met
200                                                            food package data
201       2.5.3.2.6      1.3.2.6                               Printed report of food benefits prescribed              Yes            Met
202   2.5.4            1.2.5                                  Certify Applicant
        2.5.4.1          1.2.5.9                               Update Participant Certification Status Code to         Yes            Met
                                                               Certified and assign a Participant Identification
                                                               number (if not already assigned) or update
                                                               ineligibility/termination information
203
       2.5.4.2           1.2.5.10                               System automatically calculates the next               Yes            Met
                                                                certification date and store in the Participant
                                                                data store [calculated field Participant
                                                                Certification End Date] (Note: Under certain
                                                                circumstances, the certification period may be
                                                                shortened or extended by a period not to
                                                                exceed 30 days )
204




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              A            B            C         D                                 E                                 F             G                                      H                                               I                                    J
                                                                                                                                                                                                            Offeror Response:                 If modification is required:
                                                                                                                              Current                                                                       0 = Cannot support,               1 = Trivial effort (<8 hrs)
                                                                                                                              System                                                                        1 = Customization required,       2 = Low (9 - 80 hrs)
                                                                                                                 In Current   Requirement                                                                   2 = Configurable,                 3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #     Requirement Description                                System?      Status          Comments                                                      3 = in base product               4 = High (>161 hrs)
 2 2.0             1.0                                    Certification
       2.5.4.3         1.2.5.11                                 Screen display of dietary/nutrition risk             Yes           Met
205                                                             assessment
206    2.5.4.4           1.2.5.12                               Screen display of priority level                     Yes          Met
207    2.5.4.5           1.2.5.13                               Notification of next certification date              Yes          Met
208    2.5.4.6           1.2.5.14                               Notification of ineligibility, if applicable         Yes          Met
       2.5.4.7                                FL 2.11.1      Enable staff electronic signatures as authorization      No         Not Met      The proposed system shall enable WIC staff to
                                                             for certification                                                                electronically sign the required records and forms for all
                                                                                                                                              transactions and activities requiring a staff signature.
                                                                                                                                              The system shall securely store and display the signed
                                                                                                                                              WIC records and forms (FL 2.11.1)
209
       2.5.4.8                                FL 2.11.2      Enable client electronic signatures for WIC forms       No          Not Met      The proposed system shall enable WIC clients to
                                                                                                                                              electronically sign the required records and forms for all
                                                                                                                                              transactions and activities requiring a client signature.
                                                                                                                                              The system shall securely store and display the signed
                                                                                                                                              WIC records and forms (FL 2.11.2)
210
       2.5.4.9                                FL 2.12        Track Client Process Flow                               No          Not Met      The system shall capture, track, and report the progress
                                                                                                                                              of clients through the certification process, including the
                                                                                                                                              time taken to complete each of the steps
211
                         1.1.4.7                             The system shall provide a notice of dual              N/A            N/A        N/A - not required to support current business process
212                                                          enrollment to applicant.
      2.5.7        1.5                                     Establish EBT/ESD Account and Authorize
213                                                        Benefits (See FRED-E)
214                                 3.4.2                  Issue Benefits via EBT
215    2.5.7.1       1.5.1          3.4.2.1                  Establish EBT Account                                   No          Not Met
216    2.5.7.2       1.5.2          3.4.2.2                  Add Participant(s) to an Account                        No          Not Met
217    2.5.7.3                      3.4.2.6                  Update EBT Account Information                          No          Not Met
218    2.5.7.4                      3.4.2.7                  Remove Participant(s) from an Account                   No          Not Met
219    2.5.7.5       1.5.3                                   Load EBT/ESD Data on Card                               No          Not Met      Not applicable to online solutions - offline only
220
221                                                                                                                                           2.0 Appointment Scheduling Summary
222                                                                                                                                             Requirements met by vendor (2,3)                                                          0
223                                                                                                                                             Requirements not met by vendor (0,1)                                                      0
224                                                                                                                                             Modifications required
225                                                                                                                                               Trivial (1)                                                                             0
226                                                                                                                                               Low (2)                                                                                 0
227                                                                                                                                               Medium (3)                                                                              0
228                                                                                                                                               High (4)                                                                                0
229                                                                                                                                             Modification Score                                                                        0
230
231
232
233




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              A          B            C          D                                E                                  F              G                        H                  I                                J
                                                                                                                                                                 Offeror Response:             If modification is required:
                                                                                                                             Current                             0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                             System                              1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                                In Current   Requirement                         2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                                 System?      Status           Comments           3 = in base product           4 = High (>161 hrs)
 2 3.0             3.0                                  Food Issuance
 3 3.1             3.1                                  Maintain Food Package Data
     3.1.1           3.1.1                               Maintain Approved Foods and Food Package Data
 4
 5     3.1.1.1         3.1.1.1                             Establish and enforce food package limit edits           Yes           Met
       3.1.1.2         3.1.1.2                             Accept user input food item and food package             Yes           Met
 6                                                         data
       3.1.1.3         3.1.1.3                             Add or update new approved foods in data store           Yes           Met
 7
       3.1.1.4         3.1.1.4                            Add or update new approved food packages in               Yes           Met
 8                                                        data store
       3.1.1.5         3.1.1.6                            Generate screen displays or reports of approved           Yes           Met
 9                                                        foods and food
      3.1.2          3.1.2                                packages
                                                         Record Food Package Variations and Food
 10                                                      Instrument Types
       3.1.2.1         3.1.2.1                             Display appropriate standard, pre-defined food           Yes            Met
 11                                                        packages
       3.1.2.2         3.1.2.2                             Allow user to add or update new food instrument          Yes            Met
                                                           types and store in Food Instrument Type data
 12                                                        store
       3.1.2.3         3.1.2.3                             Prevent user from issuing foods that are                 Yes            Met
                                                           disallowed or in quantities that exceed regulatory
 13                                                        limits
 14    3.1.2.4         3.1.2.4                             Screen display of customized food package                Yes            Met
       3.1.2.5         3.1.2.5                             Generate screen display or report of food                Yes            Met
 15                                                        instruments types
 16   3.1.3          3.1.3                               Reduce Food Quantities for Late Pick-Up
        3.1.3.1        3.1.3.1                             Accept user input of food instrument type                Yes            Met
 17                                                        identification and food
 18    3.1.3.2         3.1.3.2                             instrument type days late
                                                           Enter the number of days late                            Yes            Met
       3.1.3.3         3.1.3.3                            Select the appropriate food instrument type               Yes            Met
                                                          according to the
 19                                                       number of days late
 20     3.1.3.4        3.1.3.4                            Generate pro-rated food instruments                       Yes            Met
 21   3.1.4          3.1.4                               Estimate Redemption Value
        3.1.4.1        3.1.4.1                            For paper food instrument systems, retrieve the           Yes            Met
                                                          actual redemption value for each food instrument
                                                          type over a period of time and calculate a food
 22                                                       instrument type average value
       3.1.4.2         3.1.4.2                            Store the food instrument type actual value in the        Yes            Met
 23                                                       appropriate data store
       3.1.4.3         3.1.4.3                            Calculate a food instrument type maximum value            Yes            Met
                                                          by multiplying the food instrument type average
 24                                                       value by an inflation factor
       3.1.4.4         3.1.4.4                            Store the food instrument type maximum value in           Yes            Met
 25                                                       the appropriate data store




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               A            B            C           D                                E                                 F              G                                    H                                            I                                J
                                                                                                                                                                                                          Offeror Response:             If modification is required:
                                                                                                                                 Current                                                                  0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                                 System                                                                   1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                                    In Current   Requirement                                                              2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #            FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                                 System?      Status          Comments                                                 3 = in base product           4 = High (>161 hrs)
 2 3.0                 3.0                                  Food Issuance
       3.1.4.5             3.1.4.5                              Group all UPC prices together for each food item
                                                                (e.g., For cereal – all General Mills, Kellogg‟s,
                                                                and store brand cereals) and calculate a food
 26                                                             item average composite price                            Yes           Met
            3.1.4.6       3.1.4.6                               Store the food item average composite price in
 27                                                             the appropriate data store                              Yes           Met
            3.1.4.7       3.1.4.7                               Calculate a food item maximum composite price
                                                                by inflating the food item average composite price
 28                                                                                                                     Yes           Met
            3.1.4.8       3.1.4.8                               Store the food item maximum composite price in
 29                                                             the appropriate data store                              Yes           Met
            3.1.4.9       3.1.4.9                               Generate screen display or report or food               Yes           Met
 30                                                             instrument type average and maximum values
            3.1.4.10      3.1.4.10                              Generate screen display or report of food item          Yes           Met
 31                                                             average and maximum composite prices
       3.1.5            3.1.5        3.3.4                    Maintain UPC Database for WIC Authorized Foods
 32                                                           and Food Item Maximum Amount
            3.1.5.1       3.1.5.1                               Accept input of category, subcategory,
 33                                                             description, unit, and UPC data for food items           No         Not Met
            3.1.5.2       3.1.5.2      3.3.4.1                  Add, update, and delete food UPCs and PLUs in
 34                                                             data store; transmit these data to the EBT system        No         Not Met
            3.1.5.3       3.1.5.3                               Retrieve food transaction data and vendor prices
 35                                                             for each UPC                                             No         Not Met
            3.1.5.4       3.1.5.4                               Generate screen display, report, or electronic file
                                                                for UPC food list, which displays the UPC and the
                                                                description for each food category/subcategory
 36                                                                                                                      No         Not Met
            3.1.5.5                    3.3.4.2                  Establish food item maximum allowed amounts
                                                                by peer group for each food item or food
                                                                subcategory; transmit these data to the EBT
 37                                                             system                                                   No         Not Met
 38         3.1.5.6                              FL 3.1         Interface to the National UPC Database                   No         Not Met
      3.2                                                   Issue Food Instruments
                                                            (FReD Description - Prepare and Print Food
 39                                                         Instrument)
 40    3.2.1            3.2.1                                 Prepare Individual Food Instruments
         3.2.1.1          3.2.1.1                               Retrieve participant record and food package            Yes           Met
 41                                                             description data
            3.2.1.2       3.2.1.2                               Make food item changes if requested and update          Yes           Met
 42                                                             data store
                          3.2.1.3                               Select the vendor identification number                 N/A           N/A
                                                                corresponding to the name and address of the
 43                                                             vendor selected by the participant                                               N/A - not required to support current business process




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           A             B            C          D                               E                                 F             G                                  H                  I                                J
                                                                                                                                                                        Offeror Response:             If modification is required:
                                                                                                                           Current                                      0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                           System                                       1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                              In Current   Requirement                                  2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                               System?      Status          Comments                     3 = in base product           4 = High (>161 hrs)
 2 3.0             3.0                                  Food Issuance
       3.2.1.3         3.2.1.4                             Prompt the user to enter the appropriate number        Yes           Met
                                                           of months for each food package and calculate
                                                           the food instrument valid start and end dates for
 44                                                        each month‟s issuance
 45   3.22           3.2.2                               Print Food Instruments (FI)
        3.2.2.1        3.2.2.1                               Initialize the serial numbers (if pre-printed on     Yes           Met
                                                             food instrument stock) using a new counter for
                                                             each user session that tracks the serial
                                                             numbers (Also check the serial number several
                                                             times during the day to ensure that the counter
                                                             matches the serial number appearing on the
                                                             actual paper food instrument )
 46
       3.2.2.2         3.2.2.2                               Check that user-entered serial number for each      Yes            Met
                                                             food instrument matches the serial number
 47                                                          tracked within system
       3.2.2.3         3.2.2.3                               Check that user has entered data for a valid        Yes            Met
 48                                                          participant and food package
       3.2.2.4         3.2.2.4                               Confirm that the food instrument valid end date     Yes            Met
                                                             is based on number of days in the month of
                                                             issuance or to the end of the calendar month
 49
                       3.2.2.5                              Confirm that the proper MAXIMUM value is             N/A            N/A
 50                                                         noted on the food instrument
       3.2.2.6         3.2.2.6                              Update the count of participants for the month       Yes            Met
                                                            and store in data store for later reporting and
 51                                                         management purposes
       3.2.2.7         3.2.2.7                              Update the estimated food instrument                 Yes            Met
                                                            redemption values for the month and store in
 52                                                         data store for later reporting and management
       3.2.2.8         3.2.2.8                              purposes
                                                           Generate food instruments and food instrument         Yes            Met
 53                                                        register
       3.2.2.9         3.2.2.9                             Generate updated participation count by local         Yes            Met
                                                           agency, updated food obligations, and updated
 54                                                        food instrument issuance file
       3.2.2.10      3.2.2                                 Enable client electronic signatures for food           No          Not Met      See FReD pp. 3-84-3-85
 55                                                        instruments
 56   3.2.3          1.2.9                               Issue Verification of Certification (VOC) Card
        3.2.3.1        1.2.9.1                             Using data contained in the Participant data store    Yes            Met
                                                           (including parent/guardian name for infants and
                                                           children), the system should produce an
 57                                                        identification card
 58    3.2.3.2         1.2.9.2                             The system should track card replacements              No          Not Met
       3.2.3.3         1.2.9.3                             The system should flag records of participants         No          Not Met
                                                           with multiple card replacements for local agency
 59                                                        follow-up



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              A           B           C          D                                 E                               F              G                                     H                                              I                                J
                                                                                                                                                                                                        Offeror Response:             If modification is required:
                                                                                                                           Current                                                                      0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                           System                                                                       1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                              In Current   Requirement                                                                  2 = Configurable,             3 = Medium (81 - 160 hrs)
  1 Master #       FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                               System?      Status           Comments                                                    3 = in base product           4 = High (>161 hrs)
  2 3.0            3.0                                  Food Issuance
 60     3.2.3.4        1.2.9.4                             Participant identification card                        Yes           Met
        3.2.3.5        1.2.9.5                             Report of participants with multiple card              No           Not Met
 61                                                        replacements
      3.2.4                                 FL 3.2       Issue Pre-Printed Manual Food Instruments                Yes           Met         The proposed system shall provide the ability to pre-
                                                                                                                                            print manual food instruments per food package in
 62                                                                                                                                         preparation for times when the system is unavailable
      3.2.5                                 FL 3.3       Batch Food Instruments                                   Yes           Met         The proposed system shall provide the ability to print
                                                                                                                                            food instruments prior to each scheduled food
                                                                                                                                            instrument pick-up day at a batch site. A batch site is a
                                                                                                                                            site that does not have equipment or network
 63                                                                                                                                         connectivity
      3.2.6          3.2.3                               Void and Re-issue Food Instruments
                                                         (FReD Description - Process food instrument
 64                                                      changes)
        3.2.5.1        3.2.3.1                             Accept user input of participant identification        Yes            Met
                                                           number and food
 65                                                        instrument data
 66     3.2.5.2        3.2.3.2                             Retrieve participant record                            Yes            Met
        3.2.5.3        3.2.3.3                              Void food instrument serial numbers for               Yes            Met
                                                            damaged/lost/stolen food instruments and update
 67                                                         data store
        3.2.5.4        3.2.3.4                              De-obligate the food instrument estimated             Yes            Met
 68                                                         redemption
        3.2.5.5        3.2.3.6                              Reissue and print food instruments with new           Yes            Met
                                                            serial numbers, if appropriate and update data
 69                                                         store
 70     3.2.5.6        3.2.3.7                              Food Instruments (if reissued)                        Yes           Met
        3.2.5.7        3.2.3.8                              Generate screen display or report of food             No           Not Met
 71                                                         instrument loss history
        3.2.5.8        3.2.3.9                              Generate notice to vendor or bank of lost food        No           Not Met
 72                                                         instruments
    3.3            11.2                                 Manage Farmers Market Nutrition Program
 73                                                     (FMNP)
 74 3.3.1              11.2.1                             Issue Farmers Market Coupons (New FReD)                 Yes           Met         Source: New federal regulation
 75 3.3.2              11.2.2                             Void Farmers Market Coupons (New FReD)                  Yes           Met         Source: New federal regulation
 76 3.4                                                 Issue Directly Distributed Formula
      3.4.1            3.1.1.5                            Provide Formula                                         Yes            Met
                                                          (FReD Description - Add or update special
                                                          formula/medical foods received and reason
 77                                                       in data store)
 78   3.4.2            3.1.1.7                            Return and Re-issue Formula                             Yes          Met
        3.4.2.1                             FL 3.4          Transfer Formula                                      No          Not Met       The proposed system shall provide the ability to track,
                                                                                                                                            report, and update applicable inventories for directly
 79                                                                                                                                         distributed formula transferred between Local Agencies.




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           A             B            C           D                              E                                F             G                                    H                                              I                                    J
                                                                                                                                                                                                     Offeror Response:                 If modification is required:
                                                                                                                          Current                                                                    0 = Cannot support,               1 = Trivial effort (<8 hrs)
                                                                                                                          System                                                                     1 = Customization required,       2 = Low (9 - 80 hrs)
                                                                                                             In Current   Requirement                                                                2 = Configurable,                 3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                              System?      Status          Comments                                                   3 = in base product               4 = High (>161 hrs)
 2 3.0             3.0                                  Food Issuance
       3.4.2.2                              FL 3.5         Return Formula Not Specific to a Check                No          Not Met      The proposed system shall provide the ability to track,
                                                                                                                                          report, and update applicable inventories for formula
                                                                                                                                          returned by the client, including instances when formula
 80                                                                                                                                       is returned to a Local Agency that did not issue it
 81   3.4.3                       3.4.2                  Issue Benefits via EBT
 82     3.4.3.1      3.3.1          3.4.2.3                Issue Electronic Benefits for each participant        No          Not Met
 83                                           FL 3.6       Aggregate Benefits by Household                       No          Not Met
 84    3.4.3.2       3.3.2          3.4.2.4                Issue EBT Card                                        No          Not Met
 85    3.4.3.3                      3.4.2.5                Obtain Account Balance                                No          Not Met
       3.4.3.4       3.3.3          3.4.2.8                Process Changes to Electronic Benefits (Benefit
 86                                                        Adjustments, Voids and Reissuance)                    No          Not Met
       3.4.3.5       3.3.4                                 Maintain Inventory of Cards Issued to Local
 87                                                        Agency                                                No          Not Met
       3.4.3.6                      3.4.2.9                Process Changes to EBT Card (Status
 88                                                        Changes/Card Replacements)                            No          Not Met
 89
 90                                                                                                                                       3.0 Food Issuance Summary
 91                                                                                                                                         Requirements met by vendor (2,3)                                                       0
 92                                                                                                                                         Requirements not met by vendor (0,1)                                                   0
 93                                                                                                                                         Modifications required
 94                                                                                                                                           Trivial (1)                                                                          0
 95                                                                                                                                           Low (2)                                                                              0
 96                                                                                                                                           Medium (3)                                                                           0
 97                                                                                                                                           High (4)                                                                             0
 98                                                                                                                                         Modification Score                                                                     0
 99
100
101
102




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            A             B             C            D                                 E                                F               G                                    H                                             I                                J
                                                                                                                                                                                                            Offeror Response:             If modification is required:
                                                                                                                                 Current                                                                    0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                                 System                                                                     1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                                   In Current    Requirement                                                                2 = Configurable,             3 = Medium (81 - 160 hrs)
  1 Master #        FReD, v1.0 #   FReD v2.0 #   Florida #   Requirement Description                               System?       Status           Comments                                                  3 = in base product           4 = High (>161 hrs)
  2 4.0                                                      Nutrition Education and Health Surveillance
  3   4.1                                                     Document Nutrition Education
  4     4.1.1          2.1.1                                    Prepare participant care plan
          4.1.1.1        2.1.1.1                                  Retrieve participant care plan template               No           Not Met
  5                                                               appropriate for participant risk category
          4.1.1.2        2.1.1.2                                  Retrieve relevant participant data from data          No           Not Met
  6                                                               store and populate template
          4.1.1.3        2.1.1.3                                  Generate screen display of populated                  No           Not Met
  7                                                               participant care plan template
          4.1.1.4        2.1.1.4                                  Accept updates to participant care plan template      No           Not Met
  8
  9       4.1.1.5        2.1.1.5                                 Retrieve relevant data from data stores               No            Not Met
 10       4.1.1.6        2.1.1.6                                 Accept participant care plan updates                  No            Not Met
          4.1.1.7        2.1.1.7                                 Display participant care plan template and            No            Not Met
 11                                                              participant care plan updates
 12       4.1.1.8        2.1.1.8                                 Update data stores                                    No            Not Met
 13       4.1.1.9        2.1.1.9                                 Generate participant care plan                        No            Not Met
 14     4.1.2          2.1.3                                    Record Nutrition Services
 15       4.1.2.1        2.1.3.1                                 Display education/training input screen              No             Not Met
          4.1.2.2        2.1.3.2                                 Accept input of offered education/training and       Yes             Met
 16                                                              appointment outcome
          4.1.2.3        2.1.3.3                                 Update data stores for all family/household          Yes              Met
 17                                                              members
          4.1.2.4        2.1.3.4                                 Generate screen display of updated nutrition         Yes              Met
 18                                                              education
          4.1.2.5        2.1.3.5                                 Generate screen and report of nutrition              Yes              Met
 19                                                              education offered
          4.1.2.6                                FL 4.1          Notify Nutrition Education Follow-Up                  No            Not Met      The proposed system shall notify and alert staff and
 20                                                                                                                                               clients of needed nutrition education follow up
          4.1.2.7                                FL 4.2           Track On-Line Nutrition Education                    No            Not Met      The proposed system shall enable tracking nutrition
                                                                                                                                                  education provided through a KIOSK at the clinic or via
                                                                                                                                                  the Internet and add the nutrition education contact to
                                                                                                                                                  the client‟s record as nutrition education service
 21                                                                                                                                               provided.
          4.1.2.8                                FL 4.3           Record and Report Lactation Consultation             No            Not Met      The proposed system shall record breastfeeding
                                                                                                                                                  assessment data, including the mother's medical
                                                                                                                                                  breastfeeding history, baby's birth weight, birth date,
                                                                                                                                                  weaning date, and enable the breastfeeding counselor
                                                                                                                                                  to add or update progress notes and the recommended
 22                                                                                                                                               care plan from the consultation.
 23   4.2                                                     Provide WIC Health Statistics
        4.2.1          2.5.1                                   Provide WIC Population Data to External Entities
 24
          4.2.1.1        2.5.1.1                                  Summarize and calculate various health              Yes              Met
 25                                                               statistics from data stores
 26       4.2.1.2        2.5.1.2                                  Generate various participant statistics reports     Yes              Met




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            A             B             C            D                               E                                F               G                                   H                             I                                    J
                                                                                                                                                                                         Offeror Response:                 If modification is required:
                                                                                                                               Current                                                   0 = Cannot support,               1 = Trivial effort (<8 hrs)
                                                                                                                               System                                                    1 = Customization required,       2 = Low (9 - 80 hrs)
                                                                                                                 In Current    Requirement                                               2 = Configurable,                 3 = Medium (81 - 160 hrs)
  1 Master #        FReD, v1.0 #   FReD v2.0 #   Florida #   Requirement Description                             System?       Status           Comments                                 3 = in base product               4 = High (>161 hrs)
  2 4.0                                                      Nutrition Education and Health Surveillance
        4.2.2          2.5.2                                    Provide Participant Characteristics Minimum Data
 27                                                             Sets to FNS
          4.2.2.1        2.5.2.1                                  Summarize and calculate various health             Yes             Met
 28                                                               statistics retrieved from data stores
          4.2.2.2        2.5.2.2                                  Generate Participant Characteristics Minimum       Yes             Met
                                                                  and Supplemental Data Set File for
 29                                                               transmission to FNS
        4.2.3          2.5.3                                    Provide WIC Participant Characteristics Data to
                                                                the Centers for Disease Control and Prevention
 30                                                             (CDC)
          4.2.3.1        2.5.3.1                                  Summarize and calculate various health             Yes             Met
 31                                                               statistics from data stores
 32       4.2.3.2        2.5.3.2                                  Generate CDC statistics report or data file        Yes             Met
 33
 34                                                                                                                                             4.0 Nutrition Ed Summary
 35                                                                                                                                               Requirements met by vendor (2,3)                                     0
 36                                                                                                                                               Requirements not met by vendor (0,1)                                 0
 37                                                                                                                                               Modifications required
 38                                                                                                                                                 Trivial (1)                                                        0
 39                                                                                                                                                 Low (2)                                                            0
 40                                                                                                                                                 Medium (3)                                                         0
 41                                                                                                                                                 High (4)                                                           0
 42                                                                                                                                               Modification Score                                                   0
 43
 44
 45
 46




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             A             B               C        D                                E                                 F               G                                    H                                            I                                J
                                                                                                                                                                                                          Offeror Response:             If modification is required:
                                                                                                                                Current                                                                   0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                                System                                                                    1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                                  In Current    Requirement                                                               2 = Configurable,             3 = Medium (81 - 160 hrs)
  1 Master #          FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                                System?       Status           Comments                                                 3 = in base product           4 = High (>161 hrs)
  2 5.0               4.0                                  Food Redemption and Reconciliation
  3   5.1                                                   Pay Vendor for Food Instruments Redeemed
  4     5.1.1          4.1.1                                 Compile File of Transaction Data
  5       5.1.1.1        4.1.1.1                              Compile issuance data                                   Yes             Met
          5.1.1.2        4.1.1.2                              Accept input of redemption data from direct data        Yes             Met
  6                                                           entry or redemption file
  7       5.1.1.3        4.1.1.3                              Create a file of the transaction data                   Yes             Met
  8       5.1.1.4        4.1.1.4                              Generate food instrument transaction file               Yes             Met
  9     5.1.2          4.1.2                                Perform Edits and Authorize Vendor Payment
          5.1.2.1        4.1.2.1                              Perform edits by comparing food instrument              Yes             Met
 10                                                           issuance and redemption data in transaction file
          5.1.2.2        4.1.2.2                              Input the Vendor Identification Number for the          Yes             Met
                                                              redeeming vendor (if not a vendor specific
 11                                                           system)
          5.1.2.3        4.1.2.3                              Identify food instruments that fail screening and       Yes             Met
 12                                                           input the Food Instrument Reject Reason
          5.1.2.4        4.1.2.4                              Prepare an electronic payment detail report for all     Yes             Met
 13                                                           food instruments authorized for payment
          5.1.2.5        4.1.2.5                              Prepare a rejection file for all food instruments       Yes             Met
 14                                                           that failed
 15       5.1.2.6        4.1.2.6                              Update Food Instrument data store                       Yes             Met
 16       5.1.2.7        4.1.2.7                              Compile Food Instruments Redeemed File                  Yes             Met
          5.1.2.8        4.1.2.8                              Electronic payment detail report for food               Yes             Met
 17                                                           instruments paid and food instruments rejected
 18     5.1.3          4.1.3                                Pay Vendor
          5.1.3.1        4.1.3.1                              Transmit transaction file requesting a debit to the     Yes             Met
                                                              State agency bank and credit to the vendor or
                                                              vendor‟s bank for the total approved
 19                                                           food instrument redemption amount
          5.1.3.2        4.1.3.2                              Transmit rejection report notice to the vendor for      Yes             Met
                                                              food instruments where funds were withheld
 20                                                           and/or a bill
                         4.1.3.3                              Transmit rejection report bill to the vendor for        N/A             N/A
 21                                                           rejected food instruments already paid                                             N/A - not required to support current business process
          5.1.3.3        4.1.3.4                              Compile all redemptions by issue month and by           Yes             Met
 22                                                           vendor and store in the appropriate data store
 23       5.1.3.4        4.1.3.5                              Generate ACH transaction file                           Yes             Met
          5.1.3.5        4.1.3.6                              Generate screen display or report of food               Yes             Met
 24                                                           instruments rejected
                         4.1.3.7                              Generate notice to vendor of food instrument             No             N/A
 25                                                           amounts not paid                                                                   N/A - not required to support current business process
                         4.1.3.8                              Generate bill to vendor for rejected food                No             N/A
 26                                                           instruments repayment                                                              N/A - not required to support current business process
          5.1.3.6        4.1.3.9                              Generate screen display or report of value of food      Yes             Met
 27                                                           instruments redeemed by issue month
          5.1.3.7        4.1.3.10                             Generate screen display or report of value of           Yes             Met
 28                                                           redemptions by vendor




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             A               B             C          D                                 E                                F               G                                  H                                             I                                J
                                                                                                                                                                                                           Offeror Response:             If modification is required:
                                                                                                                                  Current                                                                  0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                                  System                                                                   1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                                    In Current    Requirement                                                              2 = Configurable,             3 = Medium (81 - 160 hrs)
  1 Master #            FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                                System?       Status           Comments                                                3 = in base product           4 = High (>161 hrs)
  2 5.0                 4.0                                  Food Redemption and Reconciliation
 29 5.2                                                      Reconcile Food Instruments
 30     5.2.1            4.4.1                                Retrieve Food Issuance File
          5.2.1.1          4.4.1.1                              Retrieve food issuance file for all food                Yes             Met
                                                                instruments that have a food instrument
                                                                use/disposition date within the month of issue that
 31                                                             will be reconciled
          5.2.1.2          4.4.1.2                              Generate food instrument issuance file by month         Yes             Met
 32                                                             of issue
 33     5.2.2            4.4.2                                Reconcile Redeemed File with Issuance File
          5.2.2.1          4.4.2.1                              Conduct a food instrument serial/identification         Yes             Met
                                                                number match between food instruments on the
                                                                issuance file and food instruments on the
 34                                                             redemption file.
          5.2.2.2          4.4.2.2                              Replace food instrument obligations with actual         Yes             Met
                                                                redemption amounts for all food instruments paid
 35
          5.2.2.3          4.4.2.3                              For pre-edit systems, update any food instrument        No            Not Met
                                                                redemption amounts for food instruments that
                                                                were not paid pending dispute resolution where
                                                                the State agency and vendor have resolved the
 36                                                             final redemption amount.
          5.2.2.4          4.4.2.4                              Process Vendor Appeals or Rejected Checks               No            Not Met
                                                                (FReD Description - For post-payment systems,
                                                                enter any food instrument amounts
 37                                                             collected from the vendor)
 38       5.2.2.5          4.4.2.5                              Update food instrument obligations and outlays          Yes             Met
 39       5.2.2.6          11.3                     11.4.2      Reconcile Farmers Market (FMNP) Coupons
            5.2.2.6.1        11.3.1                                Conduct a farmers market coupons number              Yes             Met           This program reconciles the farmers market
                                                                   match between FMNP coupons on the issuance                                         coupons returned from the bank
                                                                   file and the reconciliation file returned from the
 40                                                                bank.
            5.2.2.6.2       11.3.2                                 Extracts all FMNP coupons cleared from the           Yes             Met           This program retrieves all of the farmers market
                                                                   bank to a file                                                                     coupons that have cleared the bank and writes them
 41                                                                                                                                                   to an extract file used by WIC126
 42     5.2.3            4.4.3                                Monthly Reconcile Food Instruments
          5.2.3.1          4.4.3.1                             For any food instruments that are unredeemed             Yes             Met
                                                               and expired (those) that are beyond the maximum
                                                               allowable days from the first valid date for the
                                                               participant to use and vendor to request
                                                               payment), reduce the food instrument obligation
                                                               to zero, and code these food instruments as “void-
 43                                                            expired ”
 44       5.2.3.2          4.4.3.2                             Void and Delete the Obligation Value                     Yes             Met
          5.2.3.3          4.4.3.4                             Run a match of the redeemed but not issued food          Yes             Met
 45                                                            instruments against the issuance file




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               A              B            C        D                                E                                 F               G                                    H                                             I                                J
                                                                                                                                                                                                           Offeror Response:             If modification is required:
                                                                                                                                Current                                                                    0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                                System                                                                     1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                                  In Current    Requirement                                                                2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #           FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                                System?       Status           Comments                                                  3 = in base product           4 = High (>161 hrs)
 2 5.0                4.0                                  Food Redemption and Reconciliation
       5.2.3.4            4.4.3.5                             For food instruments that still have no matching        Yes             Met
                                                              issuance record, prepare an exception report for
                                                              the local agency that issued the food instrument
                                                              with information on the food instrument and its
 46                                                           disposition
         5.2.3.5                               FL 5.1         Identify all items that do not reconcile and            No            Not Met      The proposed system shall generate a report for display
                                                              categorize as to reason why                                                        and print of all food instruments redeemed that do not
                                                                                                                                                 reconcile to the issuance file and categorize as to
 47                                                                                                                                              reason why.
 48      5.2.3.6            4.4.3.6                           Update appropriate data stores                          Yes            Met
         5.2.3.7                               FL 5.2         Accept Redeemed Checks from the Financial               No            Not Met      The proposed system shall accept check transaction
                                                              Institution Daily                                                                  data from the financial institution daily instead of
                                                                                                                                                 monthly. This will provide more timely check
                                                                                                                                                 redemption information for researching a food
 49                                                                                                                                              instrument for potential vendor or client violations
 50    5.2.4                                                Monthly Close Out
         5.2.4.1            4.1.3.4                          Compile all redemptions by issue month and by            Yes             Met
 51                                                          vendor and store in the appropriate data store
         5.2.4.2            4.1.3.9                          Generate screen display or report of value of food       Yes             Met
 52                                                          instruments redeemed by issue month
         5.2.4.3                               FL 5.3        Display and print a report of all food instruments       No            Not Met      The proposed system shall generate a report for display
                                                             redeemed by month including those redeemed                                          and print of all food instruments redeemed by month
                                                             early                                                                               including those food instruments redeemed early; i.e.,
                                                                                                                                                 issued for April, redeemed in March
 53
       5.2.5          4.2                                  Pay Vendor for Food Benefits Redeemed (EBT
 54                                                        Systems)
 55      5.2.5.1       4.2.1                                  Verify WIC Card (See FReD-E)                            No            Not Met
         5.2.5.2       4.2.2                                  Screen for Food Item Eligibility and Verify             No            Not Met
 56                                                           Available Balance
 57      5.2.5.3       4.2.3                                  Approve Purchase                                        No            Not Met
         5.2.5.4       4.2.4                                  Compile File of Transaction Data and Upload to          No            Not Met
 58                                                           Processor
 59      5.2.5.5        4.2.5                                 Conduct Settlement                                      No            Not Met
       5.2.6          4.3                                  Maintain Food Transaction Data (EBT Systems)
 60                                                        (See FRED-E)
         5.2.6.1       4.3.1                                  Maintain Family/Household Food Account                  No            Not Met
 61                                                           Balance
         5.2.6.2       4.3.2                                  Process Inquiries for Food Account Balance and          No            Not Met
 62                                                           Last Date to Spend
 63      5.2.6.3       4.3.3                                  Track Food Purchases By Family/Household                No            Not Met
 64      5.2.6.4       4.3.4                                  Track Food Purchases and Price                          No            Not Met




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            A              B               C        D                            E                   F               G                                   H                             I                                    J
                                                                                                                                                                        Offeror Response:                 If modification is required:
                                                                                                              Current                                                   0 = Cannot support,               1 = Trivial effort (<8 hrs)
                                                                                                              System                                                    1 = Customization required,       2 = Low (9 - 80 hrs)
                                                                                                In Current    Requirement                                               2 = Configurable,                 3 = Medium (81 - 160 hrs)
  1 Master #          FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description              System?       Status           Comments                                 3 = in base product               4 = High (>161 hrs)
  2 5.0               4.0                                  Food Redemption and Reconciliation
 65
 66                                                                                                                            5.0 Food Redemption Summary
 67                                                                                                                              Requirements met by vendor (2,3)                                     0
 68                                                                                                                              Requirements not met by vendor (0,1)                                 0
 69                                                                                                                              Modifications required
 70                                                                                                                                Trivial (1)                                                        0
 71                                                                                                                                Low (2)                                                            0
 72                                                                                                                                Medium (3)                                                         0
 73                                                                                                                                High (4)                                                           0
 74                                                                                                                              Modification Score                                                   0
 75
 76
 77
 78




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           A             B            C           D                              E                                F              G                                    H                                            I                                J
                                                                                                                                                                                                    Offeror Response:             If modification is required:
                                                                                                                          Current                                                                   0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                          System                                                                    1 = Customization required,   2 = Low (9 - 80 hrs)
                   FReD, v1.0                                                                                In Current   Requirement                                                               2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        #            FReD v2.0 # Florida # Requirement Description                                System?      Status           Comments                                                 3 = in base product           4 = High (>161 hrs)
 2 6.0             8.0                                Vendor Management
 3 6.1             8.1                                Maintain Vendor Authorization
 4   6.9.1           8.1.1                             Maintain Vendor Application Data
       6.9.1.1         8.1.1.1                           Input vendor characteristics data from vendor           Yes            Met
                                                         applications for new and currently authorized
 5                                                       vendors and store results in data store
       6.9.1.2         8.1.1.2                           Generate screen display or report of vendor              No          Not Met
 6                                                       applications
 7    6.9.2          8.1.2                             Track Vendor Authorization Process
        6.9.2.1        8.1.2.1                           Input activities scheduled and completed for each        No          Not Met
 8                                                       vendor and store results in data store
       6.9.2.2         8.1.2.2                           Generate screen display or report on vendor              No          Not Met
                                                         authorizations milestones scheduled and
  9                                                      completed
 10   6.9.3          8.1.3                             Select Authorized Vendors
        6.9.3.1        8.1.3.1                           Retrieve history of violations on vendors who are        No          Not Met
 11                                                      seeking reauthorization from data store
       6.9.3.2         8.1.3.2                           Retrieve a compliance history on vendors who             No          Not Met
 12                                                      are seeking reauthorization from the data store
 13    6.9.3.3         8.1.3.3                           Retrieve vendor application data from data store        Yes           Met
       6.9.3.4         8.1.3.4                           Calculate the food package price for each vendor         No          Not Met
                                                         based on the food price survey data submitted in
                                                         the application by inputting the price for each
                                                         food, and based on the food price provided by the
 14                                                      vendor by UPC
 15    6.9.3.5         8.1.3.5                           Array vendors by price for each location                 No          Not Met
                       8.1.3.6                           Select the required number of vendors for
 16                                                      authorization                                           N/A            N/A        N/A - not required to support current business process
                       8.1.3.7                           For competitive bid systems, store the vendors
                                                         contract price for food as the not to exceed value
 17                                                      in the data store                                       N/A           N/A         N/A - not required to support current business process
       6.9.3.6         8.1.3.8                           Generate screen display or report of all violations      No          Not Met
                                                         and compliance activities for the vendor within a
 18                                                      user specified timeframe
       6.9.3.7         8.1.3.9                           Generate screen display or report of vendor‟s            No          Not Met
 19                                                      food prices by location in descending order
       6.9.3.8         8.1.3.10                          Generate screen display or report of participant to      No          Not Met
 20                                                      applicant vendor ratio by location
 21     6.9.3.9        8.1.3.11                          Generate list of selected vendors                       Yes            Met
 22   6.9.4          8.1.4                             Maintain Authorized Vendor Data
        6.9.4.1        8.1.4.1                           Input vendor identification number for newly            Yes            Met
 23                                                      authorized vendors
 24    6.9.4.2         8.1.4.2                           Update vendor status                                    Yes            Met
       6.9.4.3         8.1.4.3                           Update data store and assign a vendor                   Yes            Met
 25                                                      identification number
       6.9.4.4         8.1.4.4                           Generate list of authorized vendors by                  Yes            Met
 26                                                      identification number




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            A              B            C          D                             E                                 F              G                                   H                     I                                J
                                                                                                                                                                             Offeror Response:             If modification is required:
                                                                                                                           Current                                           0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                           System                                            1 = Customization required,   2 = Low (9 - 80 hrs)
                   FReD, v1.0                                                                                 In Current   Requirement                                       2 = Configurable,             3 = Medium (81 - 160 hrs)
  1 Master #       #               FReD v2.0 # Florida # Requirement Description                              System?      Status           Comments                         3 = in base product           4 = High (>161 hrs)
  2 6.0            8.0                                   Vendor Management
 27
 28
 29 6.2            8.2                                  Monitor Vendor Training
 30 6.2.1            8.2.1                               Plan and Track Scheduled Vendor Training
        6.2.1.1        8.2.1.1                             Input scheduled vendor training dates, locations       No           Not Met
 31                                                        and vendor and store in data store
 32     6.2.1.2        8.2.1.2                             Generate vendor training schedule                      No           Not Met
 33     6.2.1.3        8.2.1.3                             Generate vendor training notice                        No           Not Met
      6.2.2          8.2.2                               Track Attendance at Vendor Training and Technical
 34                                                      Assistance Conducted
        6.2.2.1          8.2.2.1                           Input vendors‟ attendance at planned sessions          No           Not Met
 35                                                        and record in data store
        6.2.2.2          8.2.2.2                           Generate screen display or report of vendor            No           Not Met
 36                                                        attendance at training sessions
 37 6.3            8.3                                  Support Vendor Communications
 38 6.3.1            8.3.1                               Produce Correspondence to Vendors
        6.3.1.1        8.3.1.1                             Accept user input of selection of authorized           No           Not Met
                                                           vendors to receive information or correspondence
 39
        6.3.1.2          8.3.1.2                            Retrieve vendor name and address information         No            Not Met
 40                                                         from data store
 41     6.3.1.3          8.3.1.3                            Generate customized correspondence                   No            Not Met
 42     6.3.1.4          8.3.1.4                            Generate mailing labels                              No            Not Met
 43 6.4            8.4                                  Perform High-Risk Vendor Analysis
 44 6.4.1                8.4.1.1                          Determine Peer Group                                   No            Not Met
 45 6.4.2                8.4.1.2                          Determine High Risk Vendors                            No            Not Met
      6.4.3              8.4.1.3      3.9.6.3             Perform High-Risk Vendor Analysis Under EBT            No            Not Met
 46                                                       (New FReD)                                                                        Source: New federal regulation
 47 6.4.4          11.4                                   Identify Above-50-Percent Vendors                      No            Not Met
 48 6.5            8.5                                  Track Compliance Investigations and Routine Monitoring
      6.5.1          8.5.1                                Maintain Special Investigator Record for
 49                                                       Compliance Investigations
        6.5.1.1          8.5.1.1                            Add or update a participant record for the           Yes             Met
                                                            investigation in the data store to enable the
 50                                                         issuance of food benefits
 51     6.5.1.2          8.5.1.2                            Generate participant identification card             Yes            Met
        6.5.1.3          8.5.1.3                                                                                 No            Not Met
 52                                                         Generate listing of investigator participant records
 53   6.5.2          8.5.2                                Maintain Compliance Buy Redemption Data
        6.5.2.1        8.5.2.1                              Accept user input of investigator participant        No            Not Met
 54                                                         identification number
        6.5.2.2          8.5.2.2                            Retrieve the food benefit redemption data for the    No            Not Met
                                                            vendor under investigation using the
 55                                                         investigator‟s participant identification number
        6.5.2.3          8.5.2.3                            Generate food benefit redemption values for          No            Not Met
 56                                                         foods purchased during the compliance buy




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            A            B             C           D                               E                             F              G                                      H                                               I                                J
                                                                                                                                                                                                        Offeror Response:             If modification is required:
                                                                                                                         Current                                                                        0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                         System                                                                         1 = Customization required,   2 = Low (9 - 80 hrs)
                   FReD, v1.0                                                                               In Current   Requirement                                                                    2 = Configurable,             3 = Medium (81 - 160 hrs)
  1 Master #       #              FReD v2.0 # Florida # Requirement Description                             System?      Status           Comments                                                      3 = in base product           4 = High (>161 hrs)
  2 6.0            8.0                                  Vendor Management
      6.5.3          8.5.3                               Maintain Compliance Investigation and Routine
 57                                                      Monitoring Data
        6.5.3.1        8.5.3.1                             Accept user input of data about the compliance        No          Not Met
 58                                                        activity and record in data store
        6.5.3.2        8.5.3.2                             Accept user input of data from vendor complaints      No          Not Met
 59                                                        and record in data store
 60     6.5.3.3        8.5.3.3                             Generate compliance summary report                    No          Not Met
 61     6.5.3.4        8.5.3.4                             Generate vendor compliance history                    No          Not Met
        6.5.3.5                               FL 6.3     Track, notify, and report follow-up vendor             No           Not Met      The proposed system shall provide users with the ability
                                                         compliance reviews                                                               to create, update, notify, and report the status of follow-
 62                                                                                                                                       up vendor compliance reviews.
 63     6.5.3.5        8.5.3.5                              Generate vendor complaint log                        No          Not Met
 64   6.5.4          8.5.4                                 Support Inventory Audits
        6.5.4.1        8.5.4.1                              Accept user input of record audit purchase value     No          Not Met
                                                            of WIC food item, date of record audit, and
 65                                                         vendor identification number
        6.5.4.2        8.5.4.2                              For each WIC food item, compare the total            No          Not Met
                                                            amount of food the vendor purchased for sale in
                                                            his store to the total amount of WIC redemptions
 66
        6.5.4.3        8.5.4.3                             Flag any food items where the vendor redeemed         No          Not Met
                                                           more WIC food than he had purchased for sale
 67                                                        and store in data store
 68     6.5.4.4        8.5.4.4                             Generate sales analysis report                        No          Not Met
 69 6.6            8.6                                   Monitor Sanctions and Appeals
 70 6.6.1            8.6.1                                Manage Vendor Sanctions
        6.6.9.1        8.6.9.1                             Input the violation code for each vendor that is      No          Not Met
 71                                                        charged with a violation
        6.6.9.2        8.6.9.2                             Assign a corresponding sanction for the particular    No          Not Met
 72                                                        violation
        6.6.9.3        8.6.9.3                             Calculate the total sanction points for each vendor   No          Not Met
 73
        6.6.9.4        8.6.9.4                              Prepare a notice to the vendor of any sanction       No          Not Met
 74                                                         imposed
        6.6.9.5        8.6.9.5                              Establish account receivable if a Civil Money        No          Not Met
                                                            Penalties (CMP) is applied and store in
 75                                                         appropriate data store
 76     6.6.9.6        8.6.9.6                              Track Civil Money Penalties (CMP) payments           No          Not Met
 77     6.6.9.7        8.6.9.7                              Update data stores                                   No          Not Met
 78     6.6.9.8        8.6.9.8                              Generate vendor sanction summary report              No          Not Met
 79     6.6.9.9        8.6.9.9                              Generate notice to vendor of sanction applied        No          Not Met
        6.6.9.10       8.6.9.10                             Generate summary of Civil Money Penalties            No          Not Met
 80                                                         (CMP's) due and paid to date
 81   6.6.2          8.6.2                                 Maintain Vendor Appeal Data
        6.6.2.1        8.6.2.1                              Accept user input of data on vendor sanction         No          Not Met
 82                                                         cases initiated and store in data store




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              A          B            C          D                               E                            F              G                                    H                                            I                                J
                                                                                                                                                                                                Offeror Response:             If modification is required:
                                                                                                                      Current                                                                   0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                      System                                                                    1 = Customization required,   2 = Low (9 - 80 hrs)
                   FReD, v1.0                                                                            In Current   Requirement                                                               2 = Configurable,             3 = Medium (81 - 160 hrs)
  1 Master #       #             FReD v2.0 # Florida # Requirement Description                           System?      Status           Comments                                                 3 = in base product           4 = High (>161 hrs)
  2 6.0            8.0                                 Vendor Management
        6.6.2.2        8.6.2.2                            Update data on vendor sanction cases that are       No          Not Met
 83                                                       resolved in data store
        6.6.2.3        8.6.2.3                            Generate vendor sanction and appeal summary         No          Not Met
 84                                                       report
 85     6.6.2.4        8.6.2.4                            Requirements                                        No          Not Met
 86     6.6.2.5        8.6.2.5                            Notice to vendor indicating outcome of appeal       No          Not Met
 87 6.7            8.7                                 Coordinate with Food Stamp Program (FSP)
 88 6.7.1            8.7.1                              Maintain Food Stamp Program Violation Data
        6.7.1.1        8.7.1.1                            Accept user input of Food Stamps Program            No          Not Met
 89                                                       vendor identification number
 90     6.7.1.2        8.7.1.2                            Total Requirements                                  No          Not Met
        6.7.1.3        8.7.1.3                            Generate list of matches between WIC and Food       No          Not Met
 91                                                       Stamp vendors
        6.7.1.4        8.7.1.4                            Generate listing of WIC vendors that have been      No          Not met
 92                                                       disqualified from the Food Stamps Program
        6.7.1.5        8.7.1.5                            Generate notice to WIC vendors of                   No          Not met
                                                          disqualification due to Food Stamps Program
 93                                                       abuse
      6.7.2          8.7.2                              Report WIC Sanctions to the Food Stamp Program
 94
        6.7.2.1        8.7.2.1                            Fifteen days after the vendor date to appeal has   No           Not met
                                                          expired, produce notice to the Food Stamps
                                                          Program of the WIC vendor disqualified with the
 95                                                       required vendor information
        6.7.2.2        8.7.2.2                            Generate notice to Food Stamps Program of          No           Not Met
 96                                                       disqualified WIC vendors
 97 6.8            8.8                                 Correspond with Food & Nutrition Service (FNS)
      6.8.1          8.8.1.7                              Annual Electronic Transmission to FNS of the       No           Not Met
 98                                                       Integrity Profile (TIP) Report
    6.9                                      FL 6.4    On-line Vendor Price Survey                           Yes            Met        The proposed system shall provide an on-line interface
                                                                                                                                       through which vendor price surveys may be conducted,
                                                                                                                                       enabling:
                                                                                                                                       ▪ authorized users to develop and administer vendor
                                                                                                                                       price surveys,
                                                                                                                                       ▪ authorized WIC vendors to submit food price data via
                                                                                                                                       a secure web-accessible survey tool or batch input
                                                                                                                                       process, and
                                                                                                                                       ▪ authorized users to conduct analyses and create
                                                                                                                                       reports of survey data related to competitive pricing
 99
      6.9.1                                              Price Survey Development and Administration
100
101     6.9.1.1                                            Configure Food Items function shall include:




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           A              B            C           D                                E                                   F              G                           H                  I                                J
                                                                                                                                                                       Offeror Response:             If modification is required:
                                                                                                                                Current                                0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                                System                                 1 = Customization required,   2 = Low (9 - 80 hrs)
                     FReD, v1.0                                                                                    In Current   Requirement                            2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #          #            FReD v2.0 # Florida # Requirement Description                                    System?      Status           Comments              3 = in base product           4 = High (>161 hrs)
 2 6.0               8.0                                Vendor Management
       6.9.1.1.1                              FL 6.5.0      Add / Edit / Delete Food Types including, but              Yes            Met
                                                            not limited to the following:




102
         6.9.1.1.2                             FL 6.5.1        Add / Edit / Delete Food Products for survey            Yes            Met
                                                               including, but not limited to the following:




103
         6.9.1.1.3                             FL 6.5.2        Add / Edit / Delete attributes associated with          Yes            Met
                                                               Food Products, including, but not limited to the
                                                               following:

                                                               Customary units (english) and International
                                                               System units (metric)

                                                               o Bottle
                                                               o Can
                                                               o Carton
104                                                            o Package
105    6.9.1.2                                               Configure Price Surveys function shall include
         6.9.1.2.1                             FL 6.6.0       Add / Edit / Delete Survey Name and time                 Yes            Met
                                                              durations of survey, including, but not limited to
                                                              the following:


106
         6.9.1.2.2                             FL 6.6.1        Add / Delete Food Products to/from survey by            Yes            Met
107                                                            setting Status flag to “Active” or “Inactive”




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           A              B            C           D                               E                              F              G                           H                  I                                J
                                                                                                                                                                 Offeror Response:             If modification is required:
                                                                                                                          Current                                0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                          System                                 1 = Customization required,   2 = Low (9 - 80 hrs)
                     FReD, v1.0                                                                              In Current   Requirement                            2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #          #            FReD v2.0 # Florida # Requirement Description                              System?      Status           Comments              3 = in base product           4 = High (>161 hrs)
 2 6.0               8.0                                Vendor Management
       6.9.1.2.3                              FL 6.6.2       Add / Edit / Delete response instructions for       Yes            Met
                                                             Food Types on survey (maximum of nn
108                                                          characters
       6.9.1.3                                             Configure Stores for Price Survey function shall
109                                                        include:
         6.9.1.3.1                            FL 6.7.0       Add / Edit / Delete Independent Vendors for         Yes            Met
                                                             survey based on authorized vendor database of
110                                                          the WIC eligibility system
         6.9.1.3.2                            FL 6.7.1       Import Independent Vendors via text file for        Yes            Met
                                                             survey via text file for the survey. The
                                                             independent vendor file data include the WIC
111                                                          Vendor ID#
         6.9.1.3.3                            FL 6.7.2       Add / Edit / Delete Chain Store Vendors             Yes            Met
                                                             (stores) within chain stores and Price Zones to
                                                             survey based on authorized vendor database of
                                                             the WIC eligibility system
112
         6.9.1.3.4                             FL 6.7.3       Import Chain Store Vendors and Price Zones          Yes           Met
                                                              via comma delimited text file for the survey.
                                                              The chain store and price zone file data include:




113
         6.9.1.3.5                             FL 6.7.4       Add / Edit / Delete Chain Stores to enable          Yes           Met
                                                              grouping stores within chains to enable a single
                                                              survey response to provide data for multiple
                                                              stores that use the same prices
114
         6.9.1.3.6                             FL 6.7.5       Add / Edit / Delete Vendor Price Zones for          Yes           Met
                                                              chain stores to enable grouping stores within
                                                              chains to enable a single survey response to
                                                              provide data for multiple stores that use the
                                                              same prices

115
       6.9.1.4                                               Manage Price Survey Participation function shall
                                                             include:
116
         6.9.1.4.1                             FL 6.8.0       Add / Edit / Delete Vendor User Name /              Yes           Met
117                                                           Password for web survey access




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           A              B            C           D                                 E                                  F              G                           H                  I                                J
                                                                                                                                                                       Offeror Response:             If modification is required:
                                                                                                                                Current                                0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                                System                                 1 = Customization required,   2 = Low (9 - 80 hrs)
                     FReD, v1.0                                                                                    In Current   Requirement                            2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #          #            FReD v2.0 # Florida # Requirement Description                                    System?      Status           Comments              3 = in base product           4 = High (>161 hrs)
 2 6.0               8.0                                Vendor Management
       6.9.1.4.2                              FL 6.8.1      Export store contact data and initial passwords            Yes            Met
                                                            in a Microsoft Excel 2003 file for independent
                                                            stores and chain stores selected to participate
                                                            in a survey. This file may be merged with
                                                            survey information documents for mailings to
                                                            survey participants. The contact data include,
                                                            but are not limited to:




118
       6.9.1.5                                               Manage Administrative User Roles and Maintain
                                                             Administrative Security function shall include:

119
         6.9.1.5.1                             FL 6.9.0        Add / Edit / Delete administrative user roles:          Yes            Met

                                                               conduct all administrative functions except add /
                                                               edit / delete administrative users and Security
                                                               Officers and reset passwords

                                                               perform all administrative functions and add /
                                                               edit / delete administrative users and Security
                                                               Officers and reset passwords

120
         6.9.1.5.2                             FL 6.9.1        Maintain administrative security:                       Yes            Met

                                                               such that they do not display in plain text

                                                               all administrative configurations and changes.

121
       6.9.1.6                                               Manage Price Survey Responses function shall
                                                             include:
122
         6.9.1.6.1                             FL 6.10.0       Select / Edit survey responses by survey and            Yes            Met
                                                               store for corrections as needed by WIC
                                                               Administrative staff
123




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           A              B            C           D                                E                               F              G                           H                  I                                J
                                                                                                                                                                   Offeror Response:             If modification is required:
                                                                                                                            Current                                0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                            System                                 1 = Customization required,   2 = Low (9 - 80 hrs)
                     FReD, v1.0                                                                                In Current   Requirement                            2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #          #            FReD v2.0 # Florida # Requirement Description                                System?      Status           Comments              3 = in base product           4 = High (>161 hrs)
 2 6.0               8.0                                Vendor Management
       6.9.1.6.2                              FL 6.10.1    Display / Export to Microsoft Excel 2003 file an        Yes            Met
                                                           incomplete survey items reports for selected or all
                                                           price survey respondents including the following
                                                           data:




124
125   6.9.2                                                Price Survey Data Collection
        6.9.2.1                                             Price Survey Access and Reporting function shall
126                                                         include:
         6.9.2.1.1                             FL 6.11.0       Access the price survey via an encrypted            Yes            Met
                                                               internet web page using any standard web
127                                                            browser
         6.9.2.1.2                             FL 6.11.1       Submit price survey responses via a comma           Yes            Met
                                                               delimited text file that can be uploaded to the
                                                               database by WIC technical staff. The price
                                                               survey response data shall include:




128
         6.9.2.1.3                             FL 6.11.2      Track login attempts to the price survey and         Yes            Met
                                                              lockout a user ID# after a minimum of three
129                                                           unsuccessful login attempts
130    6.9.2.2                                               Price Survey Response function shall include:
         6.9.2.2.1                             FL 6.12.0      Food products grouped by a single food type          Yes            Met
                                                              (milk, cheese, cereal, infant formula, etc.) per
131                                                           page for ease of data entry
         6.9.2.2.2                             FL 6.12.1      A survey progress checkbox on each page to           Yes            Met
                                                              click for each food type when all entries for that
                                                              category have been completed
132
         6.9.2.2.3                             FL 6.12.2       Price field validation against the minimum and      Yes            Met
                                                               maximum prices for food products
133




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           A              B            C           D                                 E                                 F              G                           H                  I                                J
                                                                                                                                                                      Offeror Response:             If modification is required:
                                                                                                                               Current                                0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                               System                                 1 = Customization required,   2 = Low (9 - 80 hrs)
                     FReD, v1.0                                                                                   In Current   Requirement                            2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #          #            FReD v2.0 # Florida # Requirement Description                                   System?      Status           Comments              3 = in base product           4 = High (>161 hrs)
 2 6.0               8.0                                Vendor Management
       6.9.2.2.4                              FL 6.12.3     Entry of food product prices for chain stores by          Yes            Met
                                                            selecting specific price zones rather than
                                                            entering price information for each individual
                                                            store within a price zone


134
         6.9.2.2.5                             FL 6.12.4       Response instructions specific to each food            Yes            Met
                                                               type page

135
         6.9.2.2.6                             FL 6.12.5       Print capability for each food type page and the       Yes            Met
                                                               complete food list

136
       6.9.2.3                                 FL 6.12.6     The survey must meet all requirements of the             Yes            Met
137                                                          Americans with Disabilities Act.
138   6.9.3                                                 Price Survey Reporting and Price Analysis
        6.9.3.1                                FL 6.13.0     The price survey report types shall include:             Yes            Met


139
       6.9.3.2                                 FL 6.13.1     The report selection criteria shall include:             Yes            Met

                                                              o Vendor ID#
                                                              o Economic Region
                                                              o Peer Group
                                                              o Food Type
140
         6.9.3.3                               FL 6.13.2     The Details Report data shall include:                   Yes            Met




                                                             item in the Region and Peer Group

                                                             in the Region and Peer Group


                                                             survey item in the Region and Peer Group

141                                                          price items




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              A             B            C           D                                 E                              F              G                                    H                                             I                                    J
                                                                                                                                                                                                         Offeror Response:                 If modification is required:
                                                                                                                              Current                                                                    0 = Cannot support,               1 = Trivial effort (<8 hrs)
                                                                                                                              System                                                                     1 = Customization required,       2 = Low (9 - 80 hrs)
                       FReD, v1.0                                                                                In Current   Requirement                                                                2 = Configurable,                 3 = Medium (81 - 160 hrs)
 1 Master #            #            FReD v2.0 # Florida # Requirement Description                                System?      Status           Comments                                                  3 = in base product               4 = High (>161 hrs)
 2 6.0                 8.0                                Vendor Management
       6.9.3.4                                  FL 6.13.3    The Incomplete Items data shall include the             Yes            Met
                                                             following for selected or all price survey
                                                             respondents:



142
             6.9.3.5                             FL 6.13.4      The Summary Report data shall include the            Yes            Met
                                                                following for all price survey respondents:



                                                                in the Region and Peer Group
                                                                Maximum (MAX) reported price for a survey item
                                                                in the Region and Peer Group


                                                                survey item in the Region and Peer Group



143
             6.9.3.6                             FL 6.13.5      The report output options shall include              Yes            Met


                                                                analysis

144
      6.10                                       FL 6.14     On-line Vendor Application                              No           Not Met      The proposed system shall provide an on-line interface
                                                                                                                                               through which prospective vendors may complete and
                                                                                                                                               submit an application to participate in the Florida WIC
145                                                                                                                                            program
146
147                                                                                                                                            6.0 Vendor Management
148                                                                                                                                              Requirements met by vendor (2,3)                                                      0
149                                                                                                                                              Requirements not met by vendor (0,1)                                                  0
150                                                                                                                                              Modifications required
151                                                                                                                                                Trivial (1)                                                                         0
152                                                                                                                                                Low (2)                                                                             0
153                                                                                                                                                Medium (3)                                                                          0
154                                                                                                                                                High (4)                                                                            0
155                                                                                                                                              Modification Score                                                                    0
156
157
158
159




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           A               B          C          D                                E                                 F             G                                     H                                            I                                J
                                                                                                                                                                                                      Offeror Response:             If modification is required:
                                                                                                                            Current                                                                   0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                            System                                                                    1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                               In Current   Requirement                                                               2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                                System?      Status           Comments                                                 3 = in base product           4 = High (>161 hrs)
 2 7.0             6.0                                  Participation Management
 3 7.1             6.1                                  Capture and Maintain Participation Data
 4   7.1.1           6.1.1                                Capture Data on Potential Eligible Population
 5     7.1.1.1         6.1.1.1                             Add, update, or delete potential eligible data           No         Not Met
 6     7.1.1.2         6.1.1.2                             Update data stores                                       No         Not Met
       7.1.1.3         6.1.1.3                             Generate screen display or report of potential           No         Not Met
 7                                                         eligible
 8   7.1.2           6.1.2                                Capture Historical Participation Data
       7.1.2.1         6.1.2.1                             Caseload Assignment from appropriate                    Yes           Met
                                                           data stores: Prior Year Caseload Level,
                                                           Participation by Participant Category, Waiting List
                                                           Applicants, Participation by Priority Level, and
  9                                                        Local Agency Migrant Participation
 10    7.1.2.2           6.1.2.2                           Update data stores                                      Yes           Met
       7.1.2.3           6.1.2.3                           Generate screen display or report of local agency       Yes           Met
 11                                                        participation profile
                   6.2                                  Track Actual Participation
 12                                                     (FReD Description - Allocate Caseload)
 13                  6.2.1                                Determine Maximum State Caseload
                       6.2.1.1                               Adjust monthly State agency caseload with any
 14                                                          caseload achievement rate factor                      N/A           N/A         N/A - not required to support current business process
                         6.2.1.2                             Adjust monthly caseload to allow for
                                                             participation level fluctuations and/or targeted
 15                                                          growth or reduction rates                             N/A           N/A         N/A - not required to support current business process
                         6.2.1.3                             Store maximum State agency caseload level by
 16                                                          month in data store                                   N/A           N/A         N/A - not required to support current business process
                         6.2.1.4                             Generate screen display showing monthly State
 17                                                          caseload target                                       N/A           N/A         N/A - not required to support current business process
                     6.2.2                                 Prepare Local Agency Caseload Allocation
 18                                                        Estimates
                         6.2.2.1                             Retrieve data from the appropriate data stores
 19                                                                                                                N/A           N/A         N/A - not required to support current business process
                         6.2.2.2                             Apportion caseload among local agencies
                                                             according to the State caseload allocation
 20                                                          method                                                N/A           N/A         N/A - not required to support current business process
                         6.2.2.3                             Provide “what if” analysis capability to
                                                             demonstrate the impact on
                                                             caseload allocation by changing the caseload
 21                                                          allocation parameters                                 N/A           N/A         N/A - not required to support current business process
                         6.2.2.4                             Generate screen display or report showing
                                                             proposed caseload allocation by local agency
 22                                                                                                                N/A           N/A         N/A - not required to support current business process
 23                6.2.3                                  Record Caseload Allocation
                     6.2.3.1                               Collect and store local agency caseload
 24                                                        allocation data in data store                           N/A           N/A         N/A - not required to support current business process
                     6.2.3.2                               Compare sum of local agency caseload allocation
 25                                                        to maximum State allocation                             N/A           N/A         N/A - not required to support current business process




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            A              B          C          D                               E                                 F             G                                     H                                            I                                J
                                                                                                                                                                                                     Offeror Response:             If modification is required:
                                                                                                                           Current                                                                   0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                           System                                                                    1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                              In Current   Requirement                                                               2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                               System?      Status           Comments                                                 3 = in base product           4 = High (>161 hrs)
 2 7.0             6.0                                  Participation Management
                     6.2.3.3                               Update data store with monthly caseload
 26                                                        assignment                                             N/A           N/A         N/A - not required to support current business process
                     6.2.3.4                               Generate screen display or report of caseload by
 27                                                        local agency                                           N/A           N/A         N/A - not required to support current business process
                   6.2.4                                 Transmit Caseload Allocation Data to Local
 28                                                      Agencies
 29                  6.2.4.1                               Retrieve caseload assignment from data store           N/A           N/A         N/A - not required to support current business process
                     6.2.4.2                               Generate caseload allocation transmission file,
                                                           caseload allocation report, or caseload allocation
 30                                                        Email                                                  N/A           N/A         N/A - not required to support current business process
 31 7.2            6.3                                  Monitor Caseload
 32 7.2.1            6.3.1                               Track Actual Participation
        7.2.1.1        6.3.1.1                             Calculate caseload achievement rate and current        Yes           Met
                                                           rate of change (from previous months) in
 33                                                        caseload achievement rate
 34     7.2.1.2        6.3.1.2                             Update data store                                      Yes           Met
        7.2.1.3        6.3.1.3                             Generate screen display or report on local agency      Yes           Met
 35                                                        caseload utilization
 36                  6.3.2                               Conduct Caseload Reallocations
                       6.3.2.1                             Monitor participation, food costs, and expenditure
                                                           patterns for significant changes from the original
                                                           data used to allocate caseload
 37                                                                                                               N/A           N/A         N/A - not required to support current business process
                       6.3.2.2                             If substantial changes have occurred, input the
                                                           necessary updated data and recalculate caseload
 38                                                        allocations                                            N/A           N/A         N/A - not required to support current business process
                       6.3.2.3                             Collect and store local agency caseload
 39                                                        allocation in the appropriate data store               N/A           N/A         N/A - not required to support current business process
                       6.3.2.4                             Compare sum of local agency caseload
 40                                                        allocations to maximum state caseload                  N/A           N/A         N/A - not required to support current business process
                       6.3.2.5                             Update data store with monthly caseload
 41                                                        assignment                                             N/A           N/A         N/A - not required to support current business process
                       6.3.2.6                             Generate screen display or report with updated
 42                                                        caseload allocations                                   N/A           N/A         N/A - not required to support current business process
 43 7.3            7.2                                  Manage Participant Outreach
 44 7.3.1            7.2.1                               Maintain Outreach List for Local Agencies
 45     7.3.1.1        7.2.1.1                             Add, update, or delete outreach organizations           No         Not Met
 46     7.3.1.2        7.2.1.2                             Update data store                                       No         Not Met
        7.3.1.3        7.2.1.3                             Generate screen display or report of outreach           No         Not Met
 47                                                        organizations
 48 7.3.2            7.2.2                               Perform and Track Outreach Campaign Activities
        7.3.2.1        7.2.2.1                             Retrieve participant source of information about        No         Not Met
 49                                                        WIC data from data store
 50     7.3.2.2        7.2.2.2                             Accept user input of outreach campaign cost             No         Not Met




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           A             B            C          D                              E                                F             G                                  H                               I                                    J
                                                                                                                                                                                   Offeror Response:                 If modification is required:
                                                                                                                         Current                                                   0 = Cannot support,               1 = Trivial effort (<8 hrs)
                                                                                                                         System                                                    1 = Customization required,       2 = Low (9 - 80 hrs)
                                                                                                            In Current   Requirement                                               2 = Configurable,                 3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                             System?      Status           Comments                                 3 = in base product               4 = High (>161 hrs)
 2 7.0             6.0                                  Participation Management
       7.3.2.3         7.2.2.3                             Retrieve data on the number of participants for       No         Not Met
                                                           each local agency involved in the campaign for
                                                           the month before and after the outreach
 51                                                        campaign from the data store
       7.3.2.4         7.2.2.4                             Compute the participation difference between the      No         Not Met
                                                           participation for the month before and after the
 52                                                        outreach campaign
       7.3.2.5         7.2.2.5                             Divide the cost by the participant difference to      No         Not Met
 53                                                        obtain a cost per participant
       7.3.2.6         7.2.2.6                             Generate screen display or report of outreach         No         Not Met
 54                                                        campaign cost-benefit
 55
 56                                                                                                                                       7.0 Participation Management Summary
 57                                                                                                                                         Requirements met by vendor (2,3)                                     0
 58                                                                                                                                         Requirements not met by vendor (0,1)                                 0
 59                                                                                                                                         Modifications required
 60                                                                                                                                           Trivial (1)                                                        0
 61                                                                                                                                           Low (2)                                                            0
 62                                                                                                                                           Medium (3)                                                         0
 63                                                                                                                                           High (4)                                                           0
 64                                                                                                                                         Modification Score                                                   0
 65
 66
 67
 68




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            A            B            C          D                                E                                  F             G                                    H                                            I                                J
                                                                                                                                                                                                      Offeror Response:             If modification is required:
                                                                                                                             Current                                                                  0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                             System                                                                   1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                                In Current   Requirement                                                              2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                                 System?      Status          Comments                                                 3 = in base product           4 = High (>161 hrs)
 2 8.0             5                                    Fiscal Management
 3                 5.1                                  Manage Grants and Budgets
 4                   5.1.1                                Track NSA and Food Grants
                                                            Accept user input of Federal and State grant            No            N/A
 5                     5.1.1.1                              funding information                                                              N/A - not required to support current business process
                                                            Adjust the State grant to correspond to Federal         No            N/A
 6                     5.1.1.2                              fiscal year funding                                                              N/A - not required to support current business process
                                                            Calculate total available Federal and State funds       No            N/A
 7                     5.1.1.3                              for food                                                                         N/A - not required to support current business process
                                                                                                                    No            N/A
                                                          Calculate total available Federal and State funds
 8                     5.1.1.4                            for Nutrition Services Administration (NSA)                                        N/A - not required to support current business process
 9                     5.1.1.5                            Update appropriate data store                             No            N/A        N/A - not required to support current business process
                                                          Generate screen display or report of food and             No            N/A
 10                    5.1.1.6                            NSA grant status                                                                   N/A - not required to support current business process
 11                  5.1.2                               Maintain State Agency Budget Information
                                                          Calculate total available Federal and State funds         No            N/A
 12                    5.1.2.1                            for food                                                                           N/A - not required to support current business process
                                                                                                                    No            N/A
                                                           Calculate total available Federal and State funds
 13                    5.1.2.2                             for Nutrition Services Administration (NSA)                                       N/A - not required to support current business process
 14                    5.1.2.3                             Calculate total NSA budget for local agencies            No            N/A        N/A - not required to support current business process
                       5.1.2.4                             Calculate total NSA budget for the State agency          No            N/A
 15                                                                                                                                          N/A - not required to support current business process
 16                    5.1.2.5                             Update data store                                        No            N/A        N/A - not required to support current business process
                       5.1.2.6                             Generate screen display or report of State budget        No            N/A
 17                                                        for food and NSA                                                                  N/A - not required to support current business process
                       5.1.2.7                             Generate screen display or report of food and            No            N/A
 18                                                        NSA grants status                                                                 N/A - not required to support current business process
                     5.1.3                               Maintain and Transmit Local Agency Budget
 19                                                      Information
                       5.1.3.1                             Record budget information for each local agency          No            N/A
 20                                                        and update data store                                                             N/A - not required to support current business process
                       5.1.3.2                             Transmit NSA budget allocations to local agencies        No            N/A
 21                                                                                                                                          N/A - not required to support current business process
                       5.1.3.3                            Generate screen display or report of Local                No            N/A
 22                                                       Agency Budgets by Budget Category                                                  N/A - not required to support current business process
 23 8.1            5.2                                  Monitor Program Expenditures
 24 8.1.1            5.2.1                               Expend NSA Costs-Monitor NSA Expenditures
        8.1.1.1        5.2.1.1                            Calculate actual NSA expenditures from State              No            N/A
 25                                                       and local agency expenditure reports                                               N/A - not required to support current business process
        8.1.1.2        5.2.1.2                            Calculate any non-liquidated NSA obligations for          No            N/A
 26                                                       upcoming months                                                                    N/A - not required to support current business process
 27     8.1.1.3        5.2.1.3                            Update expenditures to date in the data store             No            N/A        N/A - not required to support current business process
        8.1.1.4        5.2.1.4                            Compare expenditures as a proportion of the               No            N/A
 28                                                       budget amounts for each category                                                   N/A - not required to support current business process




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           A             B            C          D                                E                                F             G                                    H                                            I                                J
                                                                                                                                                                                                    Offeror Response:             If modification is required:
                                                                                                                           Current                                                                  0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                           System                                                                   1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                              In Current   Requirement                                                              2 = Configurable,             3 = Medium (81 - 160 hrs)
  1 Master #       FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                               System?      Status          Comments                                                 3 = in base product           4 = High (>161 hrs)
  2 8.0            5                                    Fiscal Management
        8.1.1.5       5.2.1.5                              Generate screen display or report showing NSA           No           N/A
 29                                                        expenditures compared to budget                                                 N/A - not required to support current business process
        8.1.1.6        5.2.1.6                             Screen display or hard copy report showing NSA          No           N/A
 30                                                        Expenditures to date                                                            N/A - not required to support current business process
        8.1.1.10       7.1.1.3                             Retrieve administrative cost information from data      No           N/A
                                                           store and calculate the NSA cost per participant
 31                                                        by local agency                                                                 N/A - not required to support current business process
        8.1.1.11       7.1.1.6                             Generate screen display or report on NSA cost           No           N/A
                                                           per participant by
 32                                                        local agency/clinic                                                             N/A - not required to support current business process
 33   8.1.2          5.2.2                                Monitor Food Expenditures
 34     8.1.2.1                                            Paper Food Instrument System – Obligations
        8.1.2.2        5.2.2.1                             Retrieve the estimate of future months food             No         Not Met
 35                                                        obligations from data store
        8.1.2.3        5.2.2.2                             Retrieve the estimated food instrument                  No         Not Met
                                                           redemption values for the month and past months
 36                                                        that are not closed out
                       5.2.2.3                             For each upcoming month, add any estimates for          No         Not Met
 37                                                        breast pump costs
        8.1.2.4        5.2.2.4                             Retrieve any vendor collections, participant            No         Not Met
                                                           collections, and program income from the data
                                                           store and subtract this from the obligation amount
 38
 39     8.1.2.5        5.2.2.5                            Retrieve estimated rebates from the data store          No          Not Met
        8.1.2.6        5.2.2.6                            Subtract the estimated rebates from the food            No          Not Met
                                                          obligation balance to get the net obligation The
                                                          system should revise net obligations each month
 40                                                       as actual outlay data is received
 41     8.1.2.7                                           Paper Food Instrument System – Outlays                 No           Not Met
        8.1.2.8        5.2.2.7                            Retrieve the total of all redemptions by issue         Yes           Met
 42                                                       month
        8.1.2.9        5.2.2.8                            Subtract any vendor or participant collections and      No          Not Met
                                                          program income needed to fund food outlays for
 43                                                       the month
        8.1.2.10       5.2.2.9                            Add any food expenditures for breast pump costs         No          Not Met
 44                                                       to the outlays
        8.1.2.11       5.2.2.10                           Retrieve total value of rebates billed from the data    No          Not Met
 45                                                       store
        8.1.2.12       5.2.2.11                           Subtract the rebates billed from actual outlays to      No          Not Met
                                                          arrive at the net federal outlays for each issue
 46                                                       month
 47   8.1.3          5.2.3                               Perform Financial Modeling
        8.1.3.1        5.2.3.1                            Use projected participation and food cost data to       No          Not Met
 48                                                       estimate future months obligations




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            A            B            C          D                                 E                                    F              G                                    H                                            I                                J
                                                                                                                                                                                                          Offeror Response:             If modification is required:
                                                                                                                                Current                                                                   0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                                System                                                                    1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                                   In Current   Requirement                                                               2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                                    System?      Status           Comments                                                 3 = in base product           4 = High (>161 hrs)
 2 8.0             5                                    Fiscal Management
       8.1.3.2        5.2.3.2                               Calculate an estimate of future expenditures               No           Not Met
                                                            under various scenarios using different food cost
 49                                                         and/or participation variables
 50     8.1.3.3        5.2.3.3                              Store future obligations by month in data store            No           Not Met
        8.1.3.4        5.2.3.4                              Generate screen display or report of estimated             No           Not Met
 51                                                         future obligations and expenditures
 52   8.1.4          7.1.2                                Track Staff Time Allocation
        8.1.4.1        7.1.2.1                              Retrieve staff and space information on local              No           Not Met
 53                                                         agencies and clinics from data store
        8.1.4.2        7.1.2.2                              Retrieve data on number of participants served             Yes            Met
 54                                                         from data store
        8.1.4.3        7.1.2.3                              Retrieve “no show” data from data store and                Yes            Met
 55                                                         calculate “no show” rates
        8.1.4.4        7.1.2.4                              Calculate staff-to-participant and footage-to-             No           Not Met
 56                                                         participant ratios
        8.1.4.5        7.1.2.5                                                                                         No           Not Met
                                                           Prepare analysis report by local agency/clinic of
 57                                                        participant to staff type and square feet of space
        8.1.4.6        7.1.2.6                                                                                         No           Not Met
                                                          Generate screen display or report of local
 58                                                       agency/clinic participant to staff/facility statistics
 59                  5.2.4                               Manage Cash Flow
                       5.2.4.1                            Calculate the total cash inflows by adding Federal
                                                          grants, State grants , manufacturer rebates,
                                                          program income and vendor/participant
                                                          collections from the data store
 60                                                                                                                    N/A            N/A        N/A - not required to support current business process
                       5.2.4.2                             Calculate total cash outflows by adding vendor
                                                           payments and NSA expenditures from the
 61                                                        appropriate data stores                                     N/A            N/A        N/A - not required to support current business process
                       5.2.4.3                             Calculate the current cash balances for NSA and
                                                           food funds by adding total cash inflows to the
                                                           previous cash balance for each and subtracting
 62                                                        the total cash outflows                                     N/A            N/A        N/A - not required to support current business process
                       5.2.4.4                             Generate screen display or report of cash flows
 63                                                                                                                    N/A            N/A        N/A - not required to support current business process
 64 8.2            5.3                                  Process Manufacturer Rebates
 65 8.2.1            5.3.1                               Estimate Total Annual Rebates
 66     8.2.1.1        5.3.1.1                             Capture information about rebate manufacturer               No           Not Met
        8.2.1.2        5.3.1.2                             Calculate the number of infants estimated to                Yes           Met
 67                                                        receive each type and form of formula
        8.2.1.3        5.3.1.3                             Calculate the total number of cans to be sold by            No           Not Met
                                                           multiplying the number of infants by an estimated
                                                           number of cans per infant by type and form of
 68                                                        infant formula




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           A             B            C          D                                E                                 F             G                        H                  I                                J
                                                                                                                                                               Offeror Response:             If modification is required:
                                                                                                                            Current                            0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                            System                             1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                               In Current   Requirement                        2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                                System?      Status          Comments           3 = in base product           4 = High (>161 hrs)
 2 8.0             5                                    Fiscal Management
       8.2.1.4        5.3.1.4                              Calculate the estimated total rebate by multiplying      No         Not Met
                                                           the rebate for each formula type by the estimated
                                                           number of cans for that formula type
 69
       8.2.1.5         5.3.1.5                            Calculate the total estimated rebate amount from         No          Not Met
                                                          the sum of the rebates for all of the individual
 70                                                       formula types and store in data store
       8.2.1.6         5.3.1.6                            Generate screen display or report on projected           No          Not Met
 71                                                       total rebate for each formula type
 72   8.2.2          5.3.2                               Assess Rebates
        8.2.2.1        5.3.2.1                            Retrieve data on redeemed food instruments with          No          Not Met
                                                          infant formula and calculate number of cans of
                                                          each infant formula form and type that were
                                                          purchased for a given issue month -Verify the
                                                          reasonableness of the number of cans reported
                                                          sold (based on issuance records) by comparing it
                                                          to the estimated number of cans sold (the total
                                                          redemption value of all the redeemed food
                                                          instruments for the food product divided by the
                                                          average food prices) -Calculate the rebate for
                                                          each product form and type by multiplying the
                                                          rebate rate by the number of cans of that type
 73                                                       purchased
 74    8.2.2.2         5.3.2.2                            Prepare rebate bill for manufacturer                     No          Not Met
       8.2.2.3         5.3.2.3                            Generate screen display or report on rebate              No          Not Met
 75                                                       amount for each product form and type
       8.2.2.4         5.3.2.4                            Generate rebate bill for infant formula                  No          Not Met
 76                                                       manufacturer
 77   8.2.3          5.3.3                               Assess Rebate Alternatives
        8.2.3.1        5.3.3.1                            Retrieve data on redeemed food instruments with         Yes            Met
                                                          infant formula and calculate number of cans of
                                                          each infant formula form and type that were
 78                                                       purchased for a given issue month
       8.2.3.2         5.3.3.2                            For paper food instruments, verify the                   No          Not Met
                                                          reasonableness of the number of cans reported
                                                          sold (based on issuance records) by comparing it
                                                          to the estimated number of cans sold (the total
                                                          redemption value of all the redeemed food
                                                          instruments for the food product divided by the
 79                                                       average food prices)
       8.2.3.3         5.3.3.3                            Calculate the rebate for each product form and           No          Not Met
                                                          type by multiplying the rebate rate by the number
                                                          of cans of that type purchased times each
 80                                                       manufacturer‟s rebate market share
 81    8.2.3.4         5.3.3.4                            Prepare infant formula rebate bill                       No          Not Met




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           A             B            C          D                               E                             F             G                                   H                             I                                    J
                                                                                                                                                                                Offeror Response:                 If modification is required:
                                                                                                                       Current                                                  0 = Cannot support,               1 = Trivial effort (<8 hrs)
                                                                                                                       System                                                   1 = Customization required,       2 = Low (9 - 80 hrs)
                                                                                                          In Current   Requirement                                              2 = Configurable,                 3 = Medium (81 - 160 hrs)
  1 Master #       FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                           System?      Status          Comments                                 3 = in base product               4 = High (>161 hrs)
  2 8.0            5                                    Fiscal Management
        8.2.3.5       5.3.3.5                              Generate screen display and report on rebate       No          Not Met
 82                                                        amount for each product form and type
 83 8.2.4            5.3.4                                Monitor Rebate Collections
        8.2.4.1        5.3.4.1                             As rebate payments are received, enter the         No          Not Met
 84                                                        amount collected
 85     8.2.4.2        5.3.4.2                             Requirements                                       No          Not Met
        8.2.4.3        5.3.4.3                             Generate screen display and report of rebate       No          Not Met
 86                                                        status
 87
 88                                                                                                                                    8.0 Fiscal Management Summary
 89                                                                                                                                      Requirements met by vendor (2,3)                                     0
 90                                                                                                                                      Requirements not met by vendor (0,1)                                 0
 91                                                                                                                                      Modifications required
 92                                                                                                                                        Trivial (1)                                                        0
 93                                                                                                                                        Low (2)                                                            0
 94                                                                                                                                        Medium (3)                                                         0
 95                                                                                                                                        High (4)                                                           0
 96                                                                                                                                      Modification Score                                                   0
 97
 98
 99
100




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          A             B            C           D                                E                                 F             G                            H                  I                                J
                                                                                                                                                                   Offeror Response:             If modification is required:
                                                                                                                            Current                                0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                            System                                 1 = Customization required,   2 = Low (9 - 80 hrs)
                  FReD, v1.0                                                                                   In Current   Requirement                            2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #       #             FReD v2.0 # Florida #   Requirement Description                                System?      Status           Comments              3 = in base product           4 = High (>161 hrs)
 2 9.0                                                  Quality Assurance
 3 9.1            7.6                                   Monitor WIC Program Integrity
 4   9.1.1          7.6.1                                Monitor Participant Integrity
       9.1.1.1        7.6.1.1                              Retrieve data on participant certifications from        Yes           Met
                                                           data store and determine if there are multiple
                                                           duplications in certification data (e.g. name,
 5                                                         address, date of birth, etc )
       9.1.1.2       7.6.1.2                               Load participant data from other State agencies          No         Not Met
                                                           or CSFP (Certified Other State Agency) and
                                                           match that participant data against the State‟s
                                                           participant data to determine if there are any
 6                                                         matches
 7     9.1.1.3       7.6.1.3                               Store matches in data store                              No         Not Met
       9.1.1.4       7.6.1.4                               Input complaint data on participants in data store       No         Not Met
                                                           and generate report of complaints for follow-up
 8                                                         action
       9.1.1.5       7.6.1.5                               Retrieve data on participants from appropriate          Yes           Met
                                                           data stores and determine the vendor where the
 9                                                         participant redeemed her food benefits
       9.1.1.6       7.6.1.6                               Compare vendor and participant addresses to              No         Not Met
                                                           determine how many participants are shopping at
                                                           vendors outside the normal geographic radius of
 10                                                        the participant‟s address
       9.1.1.7       7.6.1.7                               Input data on participant violations, sanctions and      No         Not Met
                                                           claims assessed and claims collected along with
                                                           the corresponding date in the data store
 11
       9.1.1.8       7.6.1.8                               Separate clinics into peer groups according to          Yes           Met
                                                           caseload size to set baseline trend data for
 12                                                        differing clinic caseloads
       9.1.1.9       7.6.1.9                                                                                       No          Not Met
 13                                                        Monitor reports based on the baseline trend data
       9.1.1.10      7.6.1.10                              Generate screen display or report on potential          No          Not Met
 14                                                        dual participation matches
       9.1.1.11      7.6.1.11                              Generate screen display or report of complaints         No          Not Met
 15                                                        about participants
       9.1.1.12      7.6.1.12                              Generate screen display or report of participants       No          Not Met
                                                           shopping outside their neighborhoods
 16
       9.1.1.13      7.6.1.13                             Generate screen display or report of participant         No          Not Met
 17                                                       sanctions and claims status
 18   9.1.2        7.6.2                                 Monitor Clinic Integrity




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              A              B          C           D                               E                                 F             G                                      H                                               I                                J
                                                                                                                                                                                                            Offeror Response:             If modification is required:
                                                                                                                              Current                                                                       0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                              System                                                                        1 = Customization required,   2 = Low (9 - 80 hrs)
                      FReD, v1.0                                                                                 In Current   Requirement                                                                   2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #           #            FReD v2.0 # Florida #   Requirement Description                               System?      Status           Comments                                                     3 = in base product           4 = High (>161 hrs)
 2 9.0                                                     Quality Assurance
       9.1.2.1           7.6.2.1                              Retrieve data for all local agencies on: no-show       Yes           Met
                                                              rates, attendance rates at nutrition education
                                                              classes, number of infants (who have high
                                                              redemption value food benefits), number of twins,
                                                              number of certifications, and number of
                                                              participants with no reported income from the
 19                                                           appropriate data stores
            9.1.2.2      7.6.2.2                              Calculate percentages of no-shows, participants         No         Not Met
                                                              not receiving nutrition education, infants, twins,
                                                              certifications, and issuance of benefits at
                                                              abnormal hours for each local agency and the
 20                                                           average for all local agencies
            9.1.2.3      7.6.2.3                              Compare each local agency average to the                No         Not Met
 21                                                           average of all local agencies
            9.1.2.4      7.6.2.4                              Generate screen display or report of potential          No         Not Met
 22                                                           clinic abuse indicators
 23    9.1.3          7.6.3                                 Track Administrative Hearings
         9.1.3.1        7.6.3.1                               Add, update, and delete administrative hearings         No         Not Met
 24                                                           data in data store
            9.1.3.2    7.6.3.2                                Generate screen display or report on participant        No         Not Met
 25                                                           hearing status
            9.1.2.5                               FL 9.1      Generate Pre-Monitoring Reports                        Yes           Met         The current WIC Data system produces reports such as
                                                                                                                                               duplicate clients, non-issued redemption, purged non-
                                                                                                                                               Issued redemption and exception. The proposed
                                                                                                                                               system shall provide this same functionality for WIC
                                                                                                                                               monitoring as wellas Farmer Market Nutrtion Program
 26                                                                                                                                            (FMNP) monitoring
            9.1.2.6                               FL 9.2      Generate Separation of Duties for Staff Report         No          Not Met       The current system displays the local agency and site
                                                                                                                                               where a specific client received a service, the service
                                                                                                                                               code, service name, date received, and the worker who
                                                                                                                                               provided the service. The proposed system shall
                                                                                                                                               generate a report that identifies the extent of separation
                                                                                                                                               of duties within a Local Agency or site based on staff
                                                                                                                                               that provide multiple services in the certification of a
 27                                                                                                                                            client
      9.2             11.4                                 Monitor Farmers Market Nutrition Program
 28                                                        (FMNP)
       9.2.3           11.4.1                                Conduct Monitoring Reviews                              No          Not Met       Note: The Florida DACS primarily monitors FMNP
                                                                                                                                               farmers markets. The Florida WIC program primarily
                                                                                                                                               monitors participant activities and staff issuance
 29                                                                                                                                            functions associated with the FMNP.




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         A            B           C           D                            E        F             G                                   H                             I                                    J
                                                                                                                                                     Offeror Response:                 If modification is required:
                                                                                            Current                                                  0 = Cannot support,               1 = Trivial effort (<8 hrs)
                                                                                            System                                                   1 = Customization required,       2 = Low (9 - 80 hrs)
                FReD, v1.0                                                     In Current   Requirement                                              2 = Configurable,                 3 = Medium (81 - 160 hrs)
  1 Master #    #            FReD v2.0 # Florida #   Requirement Description   System?      Status          Comments                                 3 = in base product               4 = High (>161 hrs)
  2 9.0                                              Quality Assurance
 30
 31                                                                                                         9.0 Quality Assurance Summary
 32                                                                                                           Requirements met by vendor (2,3)                                     0
 33                                                                                                           Requirements not met by vendor (0,1)                                 0
 34                                                                                                           Modifications required
 35                                                                                                             Trivial (1)                                                        0
 36                                                                                                             Low (2)                                                            0
 37                                                                                                             Medium (3)                                                         0
 38                                                                                                             High (4)                                                           0
 39                                                                                                           Modification Score                                                   0
 40
 41
 42
 43




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             A             B     C         D                              E                                  F             G                                     H                                            I                                J
                                                                                                                                                                                               Offeror Response:             If modification is required:
                                                                                                                     Current                                                                   0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                     System                                                                    1 = Customization required,   2 = Low (9 - 80 hrs)
               FReD,       FReD v2.0                                                                    In Current   Requirement                                                               2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #    v1.0 #      #         Florida #   Requirement Description                                System?      Status          Comments                                                  3 = in base product           4 = High (>161 hrs)
 2 10.0                                          Inventory Management
 3 10.1        3.2.4                             Maintain Inventory of Food Instruments (FI)
    10.1.1       7.5.1                             Track Food Instruments Received in/Distributed
 4                                                 from the State Office
      10.1.1.1     7.5.1.1                           Accept user input of serial numbers when               No          Not Met      Select users have access to warehouse vendor's (FMI)
                                                     shipments are received by State agency                                          inventory count but this does not include food
                                                                                                                                     instrument number ranges and this information is not in
                                                                                                                                     the current system. State agency refers to FMI as an
 5                                                                                                                                   agent of Florida WIC.
         10.1.1.2      7.5.1.2                      Accept user input of serial numbers or equipment        Yes           Met        Serial numbers refer to food instrument (check)
                                                    identification numbers for items sent to a local                                 numbers.
 6                                                  agency
         10.1.1.3      7.5.1.6                      Generate screen display or report of serialized         No          Not Met      The current system displays blank food instrument
                                                    item stock inventory status                                                      number ranges for Local Agencies and Sites but this
                                                                                                                                     does not include blank food instrument number ranges
 7                                                                                                                                   at the FMI warehouse.
       10.1.2                                     Track Food Instruments Received in/Distributed                                     This includes pre-printed manual checks and covers all
                                                  from Local Agencies and Sites                                                      food instruments that can be issued by a Site or Local
 8                                                                                                                                   Agency.
         10.1.2.1      3.2.4.1                      Capture and record all food instrument stock            Yes           Met
 9                                                  received and update data store
         10.1.2.2      3.2.4.2                      Generate screen display or report of local agency       Yes           Met
 10                                                 food instrument inventory status
         10.1.2.3      7.5.1.4                      Calculate number of day‟s stock and anticipated         No          Not Met      The current system records the physical count of
                                                    replenishment date                                                               checks at the Local Agency and Site. The system does
                                                                                                                                     not calculate the number of days supply nor does it
                                                                                                                                     estimate a projected date for replenishment based on
 11                                                                                                                                  typical usage.
         10.1.2.4                      FL 10.2      Confirm receipt of food instrument inventory            No          Not Met      The proposed system shall enable users to confirm
 12                                                                                                                                  receipt of food instrument inventory
      10.2          11.5                         Maintain Inventory of Farmers Market Coupons
 13
     10.2.1       11.5.1                          Maintain Accountability for FMNP Coupon Numbers           Yes           Met
 14
 15 10.3        7.5.1                            Maintain Inventory of Breast Pumps
     10.3.1       7.5.1                           Track Breast Pumps Received in/Distributed from
 16                                               the State Office
       10.3.3.1     7.5.1.1                         Accept user input of serial numbers when                No          Not Met
 17                                                 shipments are received by State agency
       10.3.3.2     7.5.1.2                         Accept user input of serial numbers or equipment        No          Not Met
                                                    identification numbers for items sent to a local
 18                                                 agency
       10.3.2        7.5.1                        Record Breast Pumps Received in/Distributed from
 19                                               Local Agencies and Sites
         10.3.2.1      7.5.1.3                      Input the local agency code for the local agency        No          Not Met      Local Agency refers to the Site as well.
 20                                                 receiving the shipment
 21      10.3.2.2      7.5.1.5                      Update data store                                       No          Not Met




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         A                B        C          D                                E                                 F             G                                     H                                             I                                    J
                                                                                                                                                                                                    Offeror Response:                 If modification is required:
                                                                                                                         Current                                                                    0 = Cannot support,               1 = Trivial effort (<8 hrs)
                                                                                                                         System                                                                     1 = Customization required,       2 = Low (9 - 80 hrs)
                  FReD,        FReD v2.0                                                                    In Current   Requirement                                                                2 = Configurable,                 3 = Medium (81 - 160 hrs)
  1 Master #      v1.0 #       #         Florida #   Requirement Description                                System?      Status          Comments                                                   3 = in base product               4 = High (>161 hrs)
  2 10.0                                             Inventory Management
     10.3.3          7.5.1.6                            Generate screen display or report of serialized         No          Not Met
 22                                                     item stock inventory status
     10.3.4                              FL 10.3        Confirm receipt of pump inventory                       No          Not Met      The proposed system shall enable users to confirm
 23                                                                                                                                      receipt of breast pump inventory
    10.4          7.5.2                              Maintain Inventory of Formula
                                                     (FReD Description - Maintain Inventory of Non-
 24                                                  Serialized Items (Formula)
      10.4.1                                           Track Formula Received in/Distributed from the
 25                                                    State Office
       10.4.1.1      7.5.2.1                             Accept user input of number of items when                                       State agency here refers to the Local Agency
 26                                                      shipments are received by State agency                 Yes           Met
       10.4.1.2      7.5.2.2                             Accept user input of number of items for items                                  Local Agency here refers to the Site
 27                                                      sent to a local agency                                 Yes           Met
      10.4.2                                           Record Formula Issued Received in/Distributed                                     This includes all formula inventory details at the Local
                                                       from Local Agencies and Sites                                                     Agency level and by site group(s) as designated by the
 28                                                                                                                                      user.
       10.4.2.1      7.5.2.3                             Input the local agency code for the local agency
 29                                                      receiving the shipment                                 Yes           Met
 30    10.4.2.2      7.5.2.4                             Update data store                                      Yes           Met
 31   10.4.3         7.5.2.5                          Generate inventory status for formula                     Yes           Met
 32
 33                                                                                                                                      10.0 Inventory Management Summary
 34                                                                                                                                       Requirements met by vendor (2,3)                                                        0
 35                                                                                                                                       Requirements not met by vendor (0,1)                                                    0
 36                                                                                                                                       Modifications required
 37                                                                                                                                         Trivial (1)                                                                           0
 38                                                                                                                                         Low (2)                                                                               0
 39                                                                                                                                         Medium (3)                                                                            0
 40                                                                                                                                         High (4)                                                                              0
 41                                                                                                                                       Modification Score                                                                      0
 42
 43
 44
 45




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         A               B        C             D                                E                                F             G                                       H                                           I                                J
                                                                                                                                                                                                     Offeror Response:             If modification is required:
                                                                                                                          Current                                                                    0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                          System                                                                     1 = Customization required,   2 = Low (9 - 80 hrs)
               FReD, v1.0                                                                                    In Current   Requirement                                                                2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #    #           FReD v2.0 # Florida #       Requirement Description                               System?      Status           Comments                                                  3 = in base product           4 = High (>161 hrs)
 2 11.0        10.0                                    System Administration
 3 11.1        10.2                                    Administer System Security
 4  11.1.1       10.2.1                                 Maintain User Identification
 5    11.1.1.1    10.2.1.1                                Create user identification (if not entered)            Yes          Met
 6    11.1.1.2    10.2.1.2                                Store edited user data in data store                   Yes          Met
      11.1.1.3    10.2.1.3                                Generate user ID confirmation notice                   No          Not Met
 7                                                        (Send e-mail confirmation to setup new user)
 8    11.1.1.4    10.2.1.4                                Generate screen display of all users                   Yes          Met
      11.1.1.5                         FL 11.1            Single Sign-On                                         No          Not Met       The proposed system shall support the Florida DOH
                                                                                                                                           single sign-on application. The proposed system shall
                                                                                                                                           administer rights at the level of the Active Directory
  9                                                                                                                                        Organizational Unit or higher
 10   11.1.2       10.2.2                               Maintain User Capabilities
       11.1.2.1     10.2.2.1                             Accept input of user access function and function       No          Not Met
 11                                                      privileges
 12    11.1.2.2      10.2.2.2                            Validate user identification and capability data        No          Not Met
 13    11.1.2.3      10.2.2.3                            Store or update capability data in data store           No          Not Met
 14    11.1.2.4      10.2.2.4                            Generate user capability profile                        No          Not Met
 15    11.1.2.5      10.2.2.5                            Generate audit file                                     No          Not Met
       11.1.2.6                            FL 11.2       Limit Access to a Specified Client File                 No          Not Met       The system shall limit access to specified client files
                                                                                                                                           undergoing investigations or involved in other
 16                                                                                                                                        confidential matters.
 17   11.1.3       10.2.3                               Monitor Unauthorized Access
       11.1.3.1     10.2.3.1                             Record user ID, date, time, and terminal location       No          Not Met
 18                                                      for each unauthorized access attempt
 19    11.1.3.2     10.2.3.2                             Generate unauthorized access report                     No          Not Met
      11.1.4       10.2.4                               Monitor Record Updates
 20
       11.1.4.1      10.2.4.1                             Record user ID, date, and time of each                 Yes           Met
 21                                                       modification of the system data
 22    11.1.4.2      10.2.4.2                             Create audit file                                      No          Not Met
       11.1.4.3      10.2.4.3                             Generate modified data element and audit               No          Not Met
 23                                                       file/report
 24 11.2          10.1                                 Maintain Code Tables
 25    11.2.1                              FL 11.3.1      Maintain food types                                    Yes           Met
       11.2.2                              FL 11.3.2      Maintain client type assessment data (related to       Yes           Met
 26                                                       nutrition risk)
 27    11.2.3                              FL 11.3.3      Maintain check types                                   Yes           Met
 28    11.2.4                              FL 11.3.4      Maintain client assessment data                        Yes           Met
 29    11.2.5                              FL 11.3.5      Maintain client type/food type max quantity            Yes           Met
 30    11.2.6                              FL 11.3.6      Maintain client type/nutritional risk/priority         Yes           Met
 31    11.2.7                              FL 11.3.7      Maintain income guidelines                             Yes           Met
 32    11.2.8                              FL 11.3.8      Maintain anthropometric data                           Yes           Met
 33                10.1.1                               Maintain System Code Table Data
 34    11.2.9       10.1.1.1                              Edit new and updated data elements                     Yes           Met
 35    11.2.10      10.1.1.2                              Store edited data in appropriate data table            Yes           Met




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         A                B        C           D                                E                                  F             G                            H                  I                                J
                                                                                                                                                                  Offeror Response:             If modification is required:
                                                                                                                           Current                                0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                           System                                 1 = Customization required,   2 = Low (9 - 80 hrs)
                  FReD, v1.0                                                                                  In Current   Requirement                            2 = Configurable,             3 = Medium (81 - 160 hrs)
  1 Master #      #           FReD v2.0 # Florida #   Requirement Description                                 System?      Status           Comments              3 = in base product           4 = High (>161 hrs)
  2 11.0          10.0                                System Administration
       11.2.11       10.1.1.3                            Generate screen display and report of data table         Yes           Met
 36
 37 11.3          10.3                                Monitor and Support System
 38 11.3.1         10.3.1                              Manage System Sites
 39    11.3.1.1      10.3.1.1                           Accept system configuration parameters                    Yes           Met
       11.3.1.2      10.3.1.2                           Edit new and updated system configuration                 Yes           Met
 40                                                     parameters
       11.3.1.3      10.3.1.3                           Store edited parameters in appropriate data table         Yes           Met
 41
       11.3.1.4      10.3.1.4                            Generate screen display or report of system              Yes           Met
 42                                                      parameter settings
     11.3.2       7.1.1
 43                                                    Maintain Information on Local Agencies and Clinics
       11.3.2.1    7.1.1.1                              Input data on local agencies and clinics and store
 44                                                     in data store                                             Yes           Met
 45    11.3.2.2    7.1.1.2                              Retrieve participation data                               Yes           Met
       11.3.2.3    7.1.1.4
 46                                                     Upon receipt, calculate clinic/local agency factors       Yes           Met
       11.3.2.4    7.1.1.5                              Generate screen display or report on local
 47                                                     agency/clinic profile data                                No          Not Met
 48 11.3.3         10.3.2                              Manage Communications
       11.3.3.1     10.3.2.1                              To transmit transactions:                               Yes           Met
                                                          -Aggregate transactions
                                                          -Create transaction file -Transmit/Route
                                                          transaction file
                                                          -Receive transaction response
 49                                                       -Retransmit transaction
       11.3.3.2      10.3.2.2                             To receive transactions: -Receive transaction -         Yes           Met
                                                          Check transaction for error -Generate
                                                          transaction response -Update database with
 50                                                       aggregated transactions
 51   11.3.4       10.3.3                              Perform System Back-up/Restoration
       11.3.4.1     10.3.3.1                              To back-up the data:                                    Yes           Met
                                                          -Initiate timed back-up procedure
 52                                                       -Create back-up file
       11.3.4.2      10.3.3.2                             To restore the data: -Load back-up file -Copy           Yes           Met
 53                                                       back-up file to database
       11.3.4.3      10.3.3.3                             Generate screen display confirming successful           Yes           Met
                                                          completion of data back-up/restoration
 54
 55   11.3.5       10.3.4                              Perform End-of-Day Processing
 56    11.3.5.1     10.3.4.1                            Retrieve transactions                                     Yes           Met
 57    11.3.5.2     10.3.4.2                            Create end-of-day transaction file                        Yes           Met
 58    11.3.5.3     10.3.4.3                            Transmit/Route end-of-day transaction file                Yes           Met
 59    11.3.5.4     10.3.4.4                            Verify receipt of end-of-day transaction file             Yes           Met
 60    11.3.5.5     10.3.4.5                            Retransmit end-of-day transaction file                    Yes           Met



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         A            B           C            D                              E                                 F             G                                      H                                             I                                J
                                                                                                                                                                                                    Offeror Response:             If modification is required:
                                                                                                                        Current                                                                     0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                        System                                                                      1 = Customization required,   2 = Low (9 - 80 hrs)
               FReD, v1.0                                                                                  In Current   Requirement                                                                 2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #    #           FReD v2.0 # Florida #     Requirement Description                               System?      Status           Comments                                                   3 = in base product           4 = High (>161 hrs)
 2 11.0        10.0                                  System Administration
      11.3.5.6    10.3.4.6                              Generate screen display confirming successful          Yes           Met
                                                        completion of end-of-day transmission
 61
 62   11.3.6      10.3.5                              Import/Export Data Files
       11.3.6.1    10.3.5.1                             To export data:                                        Yes           Met
                                                        -Retrieve data
                                                        -Format data
 63                                                     -Create export file
       11.3.6.2     10.3.5.2                            To import data: -Receive import file -Update           Yes           Met
 64                                                     system database with data from import file
       11.3.6.3     10.3.5.3                            Generate required data elements depending on           Yes           Met
 65                                                     the export file type
      11.3.7                               FL 11.4      Provide Disaster Recovery Site Capability              Yes           Met         The current system has an alternate site that provides
                                                                                                                                         reliable operations when needed for a disaster or other
                                                                                                                                         contingency. The proposed system shall be operable
                                                                                                                                         from a disaster recovery site that complies with Florida
                                                                                                                                         Department of Health (DOH) Information Technology
                                                                                                                                         (IT) Standards. The proposed system will provide
                                                                                                                                         availability based upon the program‟s Continuity of
 66                                                                                                                                      Operations Plan
      11.3.8                               FL 11.5      Remote Stand-Alone Capability                          No          Not Met       The proposed system shall provide the ability to
                                                                                                                                         download and use Local Agency data offline. This
                                                                                                                                         remote system will improve disaster recovery response
 67
 68               10.3.6                              Create/Rebuild Clinic System
 69                10.3.6.1                            Install hardware and software                           N/A           N/A         N/A - not required to support current business process
 70                10.3.6.2                            Configure the system                                    N/A           N/A         N/A - not required to support current business process
                   10.3.6.3                            Build the local database/convert data from legacy
                                                       system/check-out satellite database from
 71                                                    “owning” site                                           N/A           N/A         N/A - not required to support current business process
 72                10.3.6.4                            Set-up system code tables                               N/A           N/A         N/A - not required to support current business process
 73                10.3.6.5                            Set-up security tables                                  N/A           N/A         N/A - not required to support current business process
 74                10.3.6.6                            Set-up communications structure                         N/A           N/A         N/A - not required to support current business process
 75                10.3.6.7                            Set-up system parameters                                N/A           N/A         N/A - not required to support current business process
 76               10.3.7                              Provide Version Control/Distribute Updates
 77                10.3.7.1                            Log software version release                            N/A           N/A         N/A - not required to support current business process
                   10.3.7.2                            Poll terminals/workstations for software version
 78                                                                                                            N/A           N/A         N/A - not required to support current business process
 79                 10.3.7.3                            Download software update to workstation                N/A           N/A         N/A - not required to support current business process
                    10.3.7.4                            Verify software version by retrieving current
                                                        version number from local database and
                                                        matching the retrieved version number with the
 80                                                     required version number                                N/A           N/A         N/A - not required to support current business process
                    10.3.7.5                            Install new software when retrieved version
                                                        number does not match required version number
 81                                                                                                            N/A           N/A         N/A - not required to support current business process




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         A            B              C       D                               E                               F             G                                      H                                                I                                    J
                                                                                                                                                                                                    Offeror Response:                 If modification is required:
                                                                                                                     Current                                                                        0 = Cannot support,               1 = Trivial effort (<8 hrs)
                                                                                                                     System                                                                         1 = Customization required,       2 = Low (9 - 80 hrs)
                FReD, v1.0                                                                              In Current   Requirement                                                                    2 = Configurable,                 3 = Medium (81 - 160 hrs)
  1 Master #    #           FReD v2.0 # Florida #   Requirement Description                             System?      Status           Comments                                                      3 = in base product               4 = High (>161 hrs)
  2 11.0        10.0                                System Administration
 82 11.4        10.4                                Archive System Data
 83 11.4.1        10.4.1                             Archive and Restore Historical Data
       11.4.1.1    10.4.1.1                            To archive historical data:                          Yes           Met
                                                       -Copy historical data to storage medium based on
 84                                                    user-provided date parameters
       11.4.1.2     10.4.1.2                           To restore archived from load data files or
                                                       -Strip archived data data, the system                Yes           Met
                                                       individual records according to user-specified
 85                                                    parameters
 86   11.4.2      10.4.2                             Requirements
       11.4.2.1    10.4.2.1                            To purge data:                                       Yes           Met
                                                       -Retrieve data that meets the purge parameters
 87                                                    -Strip data to be purged from the system
 88    11.4.2.2     10.4.2.2                           Generate purge file                                  Yes           Met
 89    11.4.2.3     10.4.2.3                           Generate purge report                                              Met
 90 11.5                       3.5.4                Reconcile EBT Benefits
     11.5.1                      3.5.4.1               Retrieve Benefit Issuance File                        No         Not Met       Retrieve benefit issuance file for all benefits that have
                                                                                                                                      Food Item Prescribed First Date to Spend within the
 91                                                                                                                                   specific timeframe
      11.5.2                    3.5.4.2                Retrieve Transaction History Data /Reconcile         No          Not Met       The system shall:
                                                       Redeemed, Adjusted, Voided, and Expired                                        ▪ Obtain issued benefit file
                                                       Benefits with Issuance File                                                    ▪ Obtain transaction history data and identify benefit
                                                                                                                                      redemption,
                                                                                                                                      expiration, void and adjustment data
                                                                                                                                      ▪ Compare issued benefits to redeemed, expired,
                                                                                                                                      voided and adjusted
                                                                                                                                      benefits at the family/household level by
                                                                                                                                      category/subcategory
                                                                                                                                      ▪ Post redemption data back to family/household records
                                                                                                                                      ▪ Compare total amount paid to vendors with drawdown
                                                                                                                                      amount and
                                                                                                                                      obligation estimates
 92                                                                                                                                   ▪ Display or provide report of reconciliation discrepancies
 93                                                                                                                                   ▪ Calculate food item average redemption amounts for
 94
 95                                                                                                                                   11.0 System Administration Summary
 96                                                                                                                                    Requirements met by vendor (2,3)                                                           0
 97                                                                                                                                    Requirements not met by vendor (0,1)                                                       0
 98                                                                                                                                    Modifications required
 99                                                                                                                                      Trivial (1)                                                                              0
100                                                                                                                                      Low (2)                                                                                  0
101                                                                                                                                      Medium (3)                                                                               0
102                                                                                                                                      High (4)                                                                                 0
103                                                                                                                                    Modification Score                                                                         0
104
105




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           A             B            C          D                              E                                F              G                        H                  I                                J
                                                                                                                                                             Offeror Response:             If modification is required:
                                                                                                                         Current                             0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                         System                              1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                            In Current   Requirement                         2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                             System?      Status           Comments           3 = in base product           4 = High (>161 hrs)
 2 12.0                                                 Management Reporting
 3 12.1                                                 Generate Standard Reports
 4  12.1.1         9.4                                   Conduct Appointment Scheduling Reporting
 5    12.1.1.1       9.4.1.1                               Applicant‟s Appointment Schedule                     No          Not Met
 6    12.1.1.2       9.4.1.2                               Appointment Schedule Availability                    No          Not Met

 7     12.1.1.3      9.4.1.3                               Daily Schedule of Nutritional Risk Assessments       Yes           Met
 8     12.1.1.4      9.4.1.4                               Missed Appointment Report                            Yes           Met
 9     12.1.2.5      1.6.1.1                               Appointment Listing for Date Report                  Yes           Met

 10    12.1.1.6      1.6.1.2                              Appointments Kept vs. Missed Summary Report           Yes          Met
 11    12.1.1.7      1.6.1.3                              Clinic Calendar Report                                Yes          Met
 12    12.1.1.8      1.6.1.9                              Missed Appointments                                   No          Not Met
 13    12.1.1.9      1.6.1.22                             Upcoming Appointments Report                          Yes          Met
 14    12.1.1.10     1.6.1.23                             Upcoming High-Risk Appointments Report                No          Not Met
                                                          Waiting List Local Agency Report and State
 15    12.1.1.11     1.6.1.24                             Summary Reports                                       No          Not Met
 16   12.1.2       1.6.1                                 Conduct Certification Reporting
 17    12.1.2.1      1.6.1.4                              Disqualified Participants Report                      No          Not Met
 18    12.1.2.2      1.6.1.5                              Dual Enrollment/Dual Participation Report             Yes          Met
                                                          How Participant Heard About WIC Local Agency
 19    12.1.2.3      1.6.1.6                              and State Summary Reports                             No          Not Met
                                                          Ineligibility Summary Reports for Local Agency
 20    12.1.2.4      1.6.1.7                              and State                                             No          Not Met
 21    12.1.2.5      1.6.1.8                              Migrant Participation Report                          Yes          Met
                                                          Participant Local WIC Agency and State
 22    12.1.2.6      1.6.1.11                             Summary Reports                                       Yes           Met
 23    12.1.2.7      1.6.1.12                             Participant Services Summary Report                   Yes           Met
 24    12.1.2.8      1.6.1.13                             Participant Source of Health Care Report              Yes           Met
 25    12.1.2.9      1.6.1.14                             Participant Summary Document                          Yes           Met
                                                          Participants by County and Municipality Local
 26    12.1.2.10     1.6.1.15                             Agency and State Summary Reports                      Yes           Met
 27    12.1.2.11     1.6.1.16                             Pending Applications                                  Yes           Met
                                                          Referrals from WIC to External Agencies
 28    12.1.2.12     1.6.1.17                             Summary Report                                        No          Not Met
                                                          Referrals from WIC to Outside Agencies Local
 29    12.1.2.13     1.6.1.18                             Agency and State Reports                              No          Not Met

 30    12.1.2.14     1.6.1.19                             Subsequent Certifications Due Summary Report          Yes          Met
 31    12.1.2.15     1.6.1.21                             Termination Report                                    Yes          Met
 32    12.1.2.16     2.7.1.8                              Voter Registration Report                             No          Not Met
 33   12.1.3       3.4                                   Conduct Food Issuance Reporting
 34    12.1.3.1      3.4.1.1                              Paper & EBT Approved Food Packages                    Yes          Met
 35    12.1.3.2      3.4.1.2                              Paper & EBT: Approved Foods                           Yes          Met
 36    12.1.3.3      3.4.1.3                              Paper & EBT: Food Price List                          No          Not Met
                                                          Paper & EBT: Participants to Date by Local
 37    12.1.3.4      3.4.1.4                              Agency Report                                         Yes           Met




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           A              B           C          D                              E                               F              G                                   H                                        I                                J
                                                                                                                                                                                             Offeror Response:             If modification is required:
                                                                                                                        Current                                                              0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                        System                                                               1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                           In Current   Requirement                                                          2 = Configurable,             3 = Medium (81 - 160 hrs)
  1 Master #       FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                            System?      Status           Comments                                            3 = in base product           4 = High (>161 hrs)
  2 12.0                                                Management Reporting
 38    12.1.3.5      3.4.1.5                               Paper & EBT: Rebate Report                          Yes           Met
                                                           Paper & EBT: Special Formula/ Medical Foods
 39    12.1.3.6      3.4.1.6                               Received                                            No          Not Met
                                                           Paper & EBT: UPC Database for WIC Authorized
 40                  3.4.1.7                               Foods                                               No          Not Met
                                                           Paper & EBT: Estimated Food Instrument and
 41    12.1.3.7      3.4.1.8                               Maximum Values                                      No          Not Met
                                                           Paper & EBT: Estimated Redemption Value for
 42    12.1.3.8      3.4.1.9                               Food Instruments Issued                             Yes           Met
                                                           Paper & EBT: List of Approved Food Instrument
 43    12.1.3.9      3.4.1.10                              Types                                               Yes           Met
                                                           Paper & EBT: Local Agency Food Instrument
 44    12.1.3.10     3.4.1.11                              Inventory Status                                    Yes           Met
                                                           Paper & EBT: Lost and Stolen Food Instruments
 45    12.1.3.11     3.4.1.12                              by Local Agency                                     No          Not Met
                                                         Conduct Nutrition Education and Health
 46   12.1.4       2.7                                   Surveillance Reporting
                                                           Aggregate Health and Social Service Program
 47    12.1.4.1      2.7.1.1                               Referrals Report                                    No          Not Met
 48    12.1.4.2      2.7.1.2                               Nutrition Education Attendance Report               No          Not Met
 49    12.1.4.3      2.7.1.3                               Nutrition Education Report                          No          Not Met
 50    12.1.4.4      2.7.1.4                               Participant Care Plan                               No          Not Met
 51    12.1.4.5      2.7.1.5                               Participant Percentile Change Report                No          Not Met
 52    12.1.4.6      2.7.1.6                               Participant Referral Report                         No          Not Met
 53    12.1.4.7      2.7.1.7                               Report of High-Risk Participants                    Yes          Met
                                                           WIC Program Participant Characteristics
                                                           Minimum and
 54    12.1.4.8      2.7.1.9                               Supplemental Data Sets for FNS and CDC              Yes           Met
 55    12.1.4.9      1.6.1.25                              WIC Priority Participation Report                   Yes           Met
 56    12.1.4.10     1.6.1.10                              Outstanding Delayed Blood Work Report               Yes           Met
                                                         Conduct Food Redemption and Reconciliation
 57   12.1.5       4.5                                   Reporting
                                                           Paper System: Food instrument rejection reports
 58    12.1.5.1      4.5.1.1                               by vendor                                           Yes          Met
 59    12.1.5.2      4.5.1.2                               Paper System: Infant formula purchases              No          Not Met
 60    12.1.5.3      4.5.1.3                               Paper System: Reconciliation report                 Yes          Met

 61    12.1.5.4      4.5.1.4                               Paper System: Redeemed but not issued report        Yes           Met

 62    12.1.5.5      4.5.1.5                              Paper System: Redemption value by issue month        Yes           Met
       12.1.5.6      4.5.1.6                              Paper System: Summary food instrument                Yes           Met
 63                                                       redemptions by vendor
                                                         Conduct Farmer's Market Coupons Redemption
 64                11.6                                  and Reconciliation Reporting
                                                                                                                                         This program creates the farmers market exception
 65    12.1.5.7      11.6.1                                Farmers Market Exception Report                     Yes           Met         report




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                                                                                                                       Florida WIC Data System ITN
                                                                                                                      Requirements Traceability Matrix



           A              B           C           D                              E                               F              G                                      H                                                I                                J
                                                                                                                                                                                                         Offeror Response:             If modification is required:
                                                                                                                         Current                                                                         0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                         System                                                                          1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                            In Current   Requirement                                                                     2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #         FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                            System?      Status           Comments                                                       3 = in base product           4 = High (>161 hrs)
 2 12.0                                                  Management Reporting
                                                            Farmers Market Reconciliation Report                                          This program creates a report for all of the farmers
                                                                                                                                          market coupons that have been finalized during the
 66    12.1.5.8      11.6.2                                                                                     Yes           Met         reporting month.
                                                            Farmers Market Closeout Status                                                This program creates a report for all of the farmer‟s
                                                                                                                                          market coupons that were issued during the reporting
 67    12.1.5.9      11.6.3                                                                                     Yes           Met         month.
                                                            Redemption Report by Farmer Report                                            This program uses the extract file created in WIC125 to
                                                                                                                                          create 2 reports. The first report totals all of the farmers
                                                                                                                                          market coupon redeemed for each farmer number in
                                                                                                                                          each market and county. The report lists year to date
                                                                                                                                          totals and reporting month totals. The second report
                                                                                                                                          totals all of the farmers market coupons redeemed for
                                                                                                                                          market within each local agency. The report lists year to
                                                                                                                                          date totals and reporting month totals.
 68    12.1.5.10     11.6.4                                                                                     Yes           Met
                                                            Farmers Market Issuance & Redemption by Site                                  Report produces a listing all the farmers market
                                                                                                                                          coupons redeemed for the previous month in coupon
 69    1.2.1.5.11    11.6.5                                                                                     Yes           Met         number sequence by site.
                                                            Farmers Market Close-Out Report                                                Produces an end-of-season report which provides
                                                                                                                                          information concerning the issuance and redemption of
                                                                                                                                          Farmer's Market coupons by client type as well as state
 70    12.1.5.12      11.6.6                                                                                    Yes           Met         totals.
 71   12.1.6        8.8                                   Conduct Vendor Management Reporting
 72    12.1.6.1       8.8.1.1                              Compliance Summary Report                            No          Not Met
                                                           List of Authorized Vendors by Identification
 73    12.1.6.2      8.8.1.2                               Number                                               Yes           Met
                                                           Listing of WIC/Food Stamps Program Dual
 74    12.1.6.3      8.8.1.3                               Disqualification Report                              No          Not Met
                                                           Report of High Risk Vendors and Their Risk
 75    12.1.6.4      8.8.1.4                               Scores                                               No          Not Met
 76    12.1.6.5      8.8.1.5                               Routine Monitoring Schedule Report                   No          Not Met
 77    12.1.6.6      8.8.1.6                               Summary of CMPs Due and Paid to Date                 No          Not Met
 78    12.1.6.7      8.8.1.8                               Vendor Applications Report                           No          Not Met
 79    12.1.6.8      8.8.1.9                               Vendor Attendance at Training Sessions               No          Not Met
                                                           Vendor Authorizations Activities Scheduled and
 80    12.1.6.9      8.8.1.10                              Completed                                            No          Not Met
 81    12.1.6.10     8.8.1.11                              Vendor Complaint Log                                 No          Not Met
 82    12.1.6.11     8.8.1.12                              Vendor Compliance History                            No          Not Met
 83    12.1.6.12     8.8.1.13                              Vendor Education Schedule                            No          Not Met
 84    12.1.6.13     8.8.1.14                              Vendor Sales Analysis Report                         No          Not Met
 85    12.1.6.14     8.8.1.15                              Vendor Sanction and Appeal Summary Report            No          Not Met
 86    12.1.6.15     8.8.1.16                              Requirements                                         No          Not Met
 87    12.1.6.16     8.8.1.17                              Vendor Selection Assessment                          No          Not Met
 88    12.1.6.17     8.8.1.18                              Vendor Training Schedule                             No          Not Met
 89    12.1.6.18     8.8.1.19                              Vendors By Peer Groups                                           Not Met




6adaf2e2-8295-4c7a-a204-a8d1e9eab5b8.xls
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                                                                                                                        Requirements Traceability Matrix



           A             B            C          D                               E                                 F              G                                    H                                            I                                J
                                                                                                                                                                                                     Offeror Response:             If modification is required:
                                                                                                                           Current                                                                   0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                           System                                                                    1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                              In Current   Requirement                                                               2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                               System?      Status           Comments                                                 3 = in base product           4 = High (>161 hrs)
 2 12.0                                                 Management Reporting
                       8.4.2.1                             (High Risk) Report of Unusual Redemption
 90    12.1.6.19                                           Transaction                                            No          Not Met
 91    12.1.6.20       8.4.2.2                             Total Requirements                                     No          Not Met
                       8.4.2.3                             (High Risk) Report of Vendors with Higher that
 92    12.1.6.21                                           Average Prices Compared to Peer Group                  No          Not Met
 93   12.1.7       6.4                                   Generate Standard Reports
 94    12.1.7.1      6.4.1.1                               Caseload by Local Agency                               Yes          Met
 95                  6.4.1.2                               Local Agency Caseload Utilization                      N/A          N/A          N/A - not required to support current business process
 96    12.1.7.2      6.4.1.3                               Local Agency Participation Profile                     Yes          Met
 97                  6.4.1.4                               Monthly State Caseload Target                          N/A          N/A          N/A - not required to support current business process
 98    12.1.7.3      6.4.1.5                               Potential Eligible Data                                No          Not Met
 99    12.1.7.4      7.7.1.5                               Report of Outreach Organizations                       No          Not Met
                                                           Report of Referrals to/from WIC by
100    12.1.7.5      7.7.1.8                               Program/Agency                                         Yes           Met
101   12.1.8       5.4                                   Conduct Fiscal Management Reporting
                                                           Financial Management and Participation Report
102    12.1.8.1      5.4.1.1                               (FNS 798 Report)                                       No          Not Met
                                                           Addendum to WIC Financial Management and
103    12.1.8.2      5.4.1.2                               Participation Report (FNS-798A)                        No          Not Met

104    12.1.8.3      5.4.1.3                              WIC Local Agency Directory Report (FNS-648)             No          Not Met
105    12.1.8.4      5.4.1.4                              Breast Pump Budget and Expenditures                     No          Not Met
106                  5.4.1.5                              Cash Flow                                               N/A          N/A          N/A - not required to support current business process
107    12.1.8.5      5.4.1.6                              Local Agency NSA Expenditures                           No          Not Met
108                  5.4.1.7                              NSA Budget by Local Agency                              N/A          N/A          N/A - not required to support current business process
109    12.1.8.6      5.4.1.8                              Rebate Status                                           No          Not Met
110                  5.4.1.9                              State Agency NSA Budget                                 N/A          N/A          N/A - not required to support current business process
111    12.1.8.7      5.4.1.10                             Summary of Food Expenditures                            No          Not Met
112    12.1.8.8      5.4.1.11                             Summary of Funds Receipts                               No          Not Met
113                  5.4.1.12                             Summary of Grants                                       N/A          N/A          N/A - not required to support current business process
                                                          Report on NSA Cost per Participant by Local
114    12.1.8.9      7.7.1.11                             Agency/Clinic                                           No          Not Met
115   12.1.9       7.7                                   Conduct Quality Assurance Reporting
116    12.1.9.1      7.7.1.1                              Report of Complaints About Participants                 No          Not Met

117    12.1.9.2      7.7.1.2                               Report of Customer Service Calls and Outcomes          No          Not Met
                                                           Report of Local Agency/Clinic Participant to
118    12.1.9.3      7.7.1.3                               Staff/Facility Statistics                              No          Not Met
                                                           Report of Participant Violations, Sanctions, and
119    12.1.9.4      7.7.1.6                               Claims                                                 No          Not Met
                                                           Report of Participants Shopping Outside Their
120    12.1.9.5      7.7.1.7                               Neighborhoods                                          No          Not Met




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                                                                                                                          Requirements Traceability Matrix



           A              B           C           D                                E                                 F              G                                    H                                             I                                J
                                                                                                                                                                                                        Offeror Response:             If modification is required:
                                                                                                                             Current                                                                    0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                             System                                                                     1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                                In Current   Requirement                                                                2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #         FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                                System?      Status           Comments                                                  3 = in base product           4 = High (>161 hrs)
 2 12.0                                                  Management Reporting
                                                                                                                                              While the Florida Department of Health Legal
                                                                                                                                              Department is responsible for tracking participant
                                                                                                                                              hearings, local agencies need an efficient means of
                                                                                                                                              tracking this information which is currently summarized
                                                                                                                                              for reporting during quality assurance reviews.
121    12.1.9.6      7.7.1.12                              Report on Participant Hearing Status                     No          Not Met
                                                           Report on Potential Participant Dual Participation
122    12.1.9.7      7.7.1.13                              Matches                                                  No          Not Met
123   12.1.10                                             Conduct Inventory Management Reporting
                                                           Report of Non-Serialized Item Stock Inventory
124    12.1.10.1     7.7.1.4                               Status                                                   Yes           Met

125    12.1.10.2     7.7.1.9                                Report of Serialized Item Stock Inventory Status        No          Not Met
126 12.1.11                                               Conduct System Administration Reporting
127    12.1.11.1     10.5.1.1                               Authorized User Report                                  Yes          Met
128    12.1.11.2     10.5.1.2                               Code Table Change Report                                No          Not Met
129    12.1.11.3     10.5.1.3                               Code Table Report                                       No          Not Met
130    12.1.11.4     10.5.1.4                               Communications Exception Report                         No          Not Met
131    12.1.11.5     10.5.1.5                               End-of-Day Processing Transaction Log                   No          Not Met
132    12.1.11.6     10.5.1.6                               Modified Data Elements Report                           No          Not Met
133    12.1.11.7     10.5.1.7                               New User ID Report                                      No          Not Met
134    12.1.11.8     10.5.1.8                               System Back-up/Restoration Report                       No          Not Met
135    12.1.11.9     10.5.1.9                               System Performance Report                               No          Not Met
136    12.1.11.10    10.5.1.10                              Terminal Configuration Report                           No          Not Met
137    12.1.11.11    10.5.1.11                              Transaction Processing Report                           No          Not Met
138    12.1.11.12    10.5.1.12                              Unauthorized Access Report                              No          Not Met
139    12.1.11.13    10.5.1.13                              User Profile Report                                     No          Not Met
140    12.1.11.14    7.7.1.10                               Report on Local Agency/Clinic Profile Data              Yes          Met
141    12.1.11.15    1.6.1.20                               System Access Log Listing Report                        No          Not Met
142 12.2                                                 Create Ad Hoc Queries and Generate Reports
143                                                       Certification Queries
144 12.2.1          1.6.2.1                                 Enter selection parameters and query system             Yes            Met
145 12.2.2          1.6.2.2                                 Display results and generate reports                    Yes            Met
146                                                       Nutrition Education Queries
147 12.2.3          2.7.2.1                                 Enter selection parameters and query system             Yes            Met
148 12.2.4          2.7.2.2                                 Display results and generate reports                    Yes            Met
149                                                       Food Issuance Queries
150 12.2.5          3.4.2.1                                 Enter selection parameters and query system             Yes            Met
151 12.2.6          3.4.2.2                                 Display results and generate reports                    Yes            Met
152                                                       Food Reconciliation Queries
153 12.2.7          4.5.2.1                                 Enter selection parameters and query system             Yes            Met
154 12.2.8          4.5.2.2                                 Display results and generate reports                    Yes            Met
155                                                       Financial Management Queries
156 12.2.9          5.4.2.1                                 Enter selection parameters and query system             Yes            Met
157 12.2.10         5.4.2.2                                 Display results and generate reports                    Yes            Met
158                                                       Caseload Management Queries




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           A             B            C          D                               E                                 F              G                                    H                                           I                                J
                                                                                                                                                                                                    Offeror Response:             If modification is required:
                                                                                                                           Current                                                                  0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                           System                                                                   1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                              In Current   Requirement                                                              2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                               System?      Status           Comments                                                3 = in base product           4 = High (>161 hrs)
 2 12.0                                                 Management Reporting
159 12.2.11        6.4.2.1                                 Enter selection parameters and query system            Yes            Met
160 12.2.12        6.4.2.2                                 Display results and generate reports                   Yes            Met
161                                                      Operations Management Queries
162 12.2.13        7.7.2.1                                 Enter selection parameters and query system            Yes            Met
163 12.2.14        7.7.2.2                                 Display results and generate reports                   Yes            Met
164                                                      Vendor Management Queries
165 12.2.15        8.8.2.1                                 Enter selection parameters and query system            Yes            Met
166 12.2.16        8.8.2.2                                 Display results and generate reports                   Yes            Met
167                                                      Scheduling Management Queries
168 12.2.17        9.4.2.1                                 Enter selection parameters and query system            Yes            Met
169 12.2.18        9.4.2.2                                 Display results and generate reports                   Yes            Met
170                                                      System Administration Queries
171 12.2.19        10.5.2.1                                Enter selection parameters and query system            Yes            Met
172 12.2.20        10.5.2.2                                Display results and generate reports                   Yes            Met
173 12.3                                                 Maintain Data Warehouse
                                                           Transmit and store appropriate certification
174   12.3.1         1.6.3.1                               information in the Certification data warehouse        Yes            Met
                                                           Transmit appropriate food instrument, food
                                                           package, card issuance and household
175   12.3.2         3.4.3.1                               prescription data and maintain data warehouse          Yes            Met
                                                           Transmit food instrument reconciliation data and
176   12.3.3         4.5.3.1                               maintain in Food Instrument data warehouse             Yes            Met
                                                           Transmit financial management information and
177   12.3.4         5.4.3.1                               store in Financial data warehouse                      Yes            Met
                                                           Transmit WIC Caseload data and maintain in the
178   12.3.5         6.4.3.1                               Caseload data warehouse                                Yes            Met
                                                           Transmit operations data and store in operation
179   12.3.6         7.7.3.1                               data warehouse                                         Yes            Met
                                                           Transmit vendor management data and maintain
180   12.3.7         8.8.3.1                               in Vendor data warehouse                               Yes            Met
                                                           Transmit and store appropriate scheduling
181   12.3.8         9.4.3.1                               information in the scheduling data warehouse           Yes            Met
182   12.3.9         10.5.3.1                              Maintain system administration data warehouse          Yes            Met
      12.3.10                               FL 12.1        Interface the proposed system with the current         Yes            Met        The proposed system shall interface with the current
                                                           reports MS SQL Server database                                                   MS SQL Server database and provide a daily extract,
                                                                                                                                            load, and transformation of data needed to update the
                                                                                                                                            reports database with the latest changes from the
183                                                                                                                                         production database.
184 12.4                                                Administrative Reports




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           A             B            C          D                               E                 F              G                                       H                                               I                                J
                                                                                                                                                                                           Offeror Response:             If modification is required:
                                                                                                           Current                                                                         0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                           System                                                                          1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                              In Current   Requirement                                                                     2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description               System?      Status           Comments                                                       3 = in base product           4 = High (>161 hrs)
 2 12.0                                                 Management Reporting
    12.4.1                                  FL 12.2     Appointments Scheduled by Worker ID       Yes            Met        This report shows how many appointments each worker
                                                                                                                            scheduled during a specified time period. The report is
                                                                                                                            used to assess trends among workers; e.g., is a worker,
                                                                                                                            or group of workers, scheduling significantly more or
                                                                                                                            fewer service appointments than comparable co-
                                                                                                                            workers.

                                                                                                                            Access to this report is restricted due to staff identifying
                                                                                                                            information - Local Agency managers/administrator
                                                                                                                            users may view reports for the user's local agency.

                                                                                                                            Parameters are: 1) Appointments Created date range -
                                                                                                                            within the last 13 months, 2) Worker ID# / First Name -
                                                                                                                            up to 10 workers within the local agency, 3) Output
185
                                                                                                                            formats - text (Crystal format) or MS Excel 2003.
      12.4.2                                FL 12.3     Services Delivered by Worker ID           Yes            Met        This report shows how many services each worker
                                                                                                                            provided during a specified time period. The report is
                                                                                                                            used to assess trends among workers; e.g., is a worker,
                                                                                                                            or group of workers, providing significantly more or
                                                                                                                            fewer services than comparable co-workers.

                                                                                                                            Access to this report is restricted due to staff identifying
                                                                                                                            information - Local Agency managers/administrator
                                                                                                                            users may view reports for the user's local agency.

                                                                                                                            Parameters are: 1) Appointments Created date range -
                                                                                                                            within the last 13 months, 2) Site - up to 10 Sites or
                                                                                                                            clinics within the local agency, 3) Output formats - text
                                                                                                                            (Crystal format) or MS Excel 2003, 4) Sort by - Site ID#,
                                                                                                                            Site Name.
186




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           A             B            C          D                                E                              F              G                                       H                                               I                                J
                                                                                                                                                                                                         Offeror Response:             If modification is required:
                                                                                                                         Current                                                                         0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                         System                                                                          1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                            In Current   Requirement                                                                     2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                             System?      Status           Comments                                                       3 = in base product           4 = High (>161 hrs)
 2 12.0                                                 Management Reporting
    12.4.3                                  FL 12.4     Unduplicated Count of Participants by Client Type       Yes            Met        This report shows the number of unique clients by client
                                                                                                                                          type that received a service during the reporting period.
                                                                                                                                          Client types are: Pregnant, Breastfeeding, Not
                                                                                                                                          Breastfeeding, Infant, and Child. The client is counted
                                                                                                                                          only one time: if the client received more than one
                                                                                                                                          service during the target period (earliest service
                                                                                                                                          received), or the client recieved multiple services during
                                                                                                                                          the target period from multiple sites (earliest service/site
                                                                                                                                          is counted), or the client's type changed during the
                                                                                                                                          target period (e.g., Infant to Child or Pregnant to
                                                                                                                                          Breastfeeding).

                                                                                                                                          Access to this report is restricted to Local Agency
                                                                                                                                          manager/administrator users with access to the
                                                                                                                                          Administrative Reports Menu.

                                                                                                                                          Parameters are: 1) Service Dates range - within the last
                                                                                                                                          30 months, 2) Local Agency - up to 10 Local Agencies,
                                                                                                                                          3) Output formats - text (Crystal format) or MS Excel
187                                                                                                                                       2003.
188 12.5                                                Certification Reports
     12.5.1                                 FL 12.5     Clients Certified by Income Code                        Yes            Met        This report is used to assess the adequacy of the
                                                                                                                                          documentation required for determining income
                                                                                                                                          eligibility. The report counts the number of clients with
                                                                                                                                          a specific income code (e.g., T30: Temporary
                                                                                                                                          Certification) and compares that to the total number of
                                                                                                                                          clients certified in a reporting period. The local agency
                                                                                                                                          can determine what percent of clients are certified with
                                                                                                                                          a specific income code; e.g., if a site is certifying a high
                                                                                                                                          percentage of T30 clients, then these clients require
                                                                                                                                          extra appointments, which can then delay the
                                                                                                                                          processing of new clients and indicate a problem with
                                                                                                                                          the site.

                                                                                                                                          Access to this report is restricted due to client
                                                                                                                                          identifying information - staff users may only view clients
                                                                                                                                          assigned to the user‟s local agency.

                                                                                                                                          Parameters are: 1) Certification date range - within the
                                                                                                                                          last 30 months, 2) Income Code(s) - up to 10 Income
                                                                                                                                          Codes, 3) Site(s) - up to 10 Sites, 4) Output formats -
189                                                                                                                                       text (Crystal format) or MS Excel 2003.




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           A             B            C          D                                E                         F              G                                       H                                                 I                                J
                                                                                                                                                                                                      Offeror Response:             If modification is required:
                                                                                                                    Current                                                                           0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                    System                                                                            1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                       In Current   Requirement                                                                       2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                        System?      Status           Comments                                                         3 = in base product           4 = High (>161 hrs)
 2 12.0                                                 Management Reporting
    12.5.2                                  FL 12.6     Percent of Pregnant Women Certified in First       Yes            Met        This report is used to determine if the local agency is
                                                        Trimester                                                                    improving its rates of early prenatal entry into WIC. The
                                                                                                                                     local agency may compare two different months and
                                                                                                                                     various sites to see if changes have occurred.

                                                                                                                                     Access to this report is restricted due to client
                                                                                                                                     identifying information - staff users may only view clients
                                                                                                                                     assigned to the user‟s local agency.

                                                                                                                                     Parameters: 1) Reporting Period - not earlier than May
                                                                                                                                     2003, 2) Local Agency - up to 10 Local Agencies, 3)
                                                                                                                                     Output formats - text (Crystal) or MS Excel 2003, 4) Sort
                                                                                                                                     by - Local Agency ID#, Local Agency Name.

190
191 12.6                                                Client Demographic Reports
     12.6.1                                 FL 12.7     Enrollee List by Local Agency Zip Code             Yes            Met        This report lists clients living in a specific zip code or zip
                                                                                                                                     codes who have agreed to “Consent to Contact”. The
                                                                                                                                     report may be used by local agencies to contact clients
                                                                                                                                     in a zip code area that may affected by a clinic that is
                                                                                                                                     opening or closing.

                                                                                                                                     Access to this report is restricted due to client
                                                                                                                                     identifying information - staff users may only view clients
                                                                                                                                     assigned to the user‟s local agency.

                                                                                                                                     Parameters are: 1) Zip Code(s) - up to 10 Zip Codes, 2)
                                                                                                                                     Output formats - text (Crystal format) or MS Excel 2003.
192
      12.6.2                                FL 12.8     Enrollee List by Site, Client Type, and Age        Yes            Met        This report lists clients by site and client type who have
                                                                                                                                     agreed to “Consent to Contact”. The report may be
                                                                                                                                     used for applications such as tracking breastfeeding
                                                                                                                                     women or selecting a group of two year old children to
                                                                                                                                     assist the immunization program in determining
                                                                                                                                     immunization status.

                                                                                                                                     Access to this report is restricted due to client
                                                                                                                                     identifying information - staff users may only view clients
                                                                                                                                     assigned to the user‟s local agency.

                                                                                                                                     Parameters are: 1) Client Type, 2) Age in Months or
                                                                                                                                     Age Interval, 3) Site(s) - up to 10 Sites, 4) Output
193                                                                                                                                  formats - text (Crystal format) or MS Excel 2003.




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           A             B            C          D                               E                              F              G                                       H                                              I                                J
                                                                                                                                                                                                       Offeror Response:             If modification is required:
                                                                                                                        Current                                                                        0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                        System                                                                         1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                           In Current   Requirement                                                                    2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                            System?      Status           Comments                                                      3 = in base product           4 = High (>161 hrs)
 2 12.0                                                 Management Reporting
    12.6.3                                  FL 12.9     Enrollee Medical Home                                  Yes            Met        This report report identifies where all currently certified
                                                                                                                                         clients (enrollees) are currently receiving their medical
                                                                                                                                         care. The report may be used for developing a local
                                                                                                                                         agency‟s Nutrition Program Plan.

                                                                                                                                         Access to this summary report is unrestricted - staff
                                                                                                                                         may view data from other local agencies as well as
                                                                                                                                         statewide information.

                                                                                                                                         Parameters are: 1) Local Agency - up to 10 Local
                                                                                                                                         Agencies, 2) Output formats - text (Crystal format) or
194                                                                                                                                      MS Excel 2003.
      12.6.4                                FL 12.10    Enrollee Zip Code Count by Local Agency and Site       Yes            Met        This report shows the number of WIC clients by zip
                                                                                                                                         code in local agencies and sites. The report may be
                                                                                                                                         used to determine which areas of a county have the
                                                                                                                                         greatest number of WIC clients to inform site
                                                                                                                                         open/closure decisions. The report may also be used in
                                                                                                                                         adjusting caseloads by site. Note: the report includes
                                                                                                                                         all enrollees regardless of “Consent to Contact”.

                                                                                                                                         Access to this summary report is unrestricted - staff
                                                                                                                                         may view data from other local agencies as well as
                                                                                                                                         statewide information.

                                                                                                                                         Parameters are: 1) Local Agency - up to 10 Local
                                                                                                                                         Agencies, 2) Output formats - text (Crystal format) or
                                                                                                                                         MS Excel 2003.
195
      12.6.5                                FL 12.11    Enrollee Zip Code Count by Local Agency                Yes            Met        This eport shows the number of WIC current enrollees
                                                                                                                                         by zip code in local agencies without a site breakdown.
                                                                                                                                         The report may also be used for data quality purposes
                                                                                                                                         as it displays missing and partial zip code numbers.
                                                                                                                                         Note: the report includes all enrollees regardless of
                                                                                                                                         “Consent to Contact”.

                                                                                                                                         Access to this summary report is unrestricted - staff
                                                                                                                                         may view data from other local agencies as well as
                                                                                                                                         statewide information.

                                                                                                                                         Parameters are: 1) Local Agency - up to 10 Local
                                                                                                                                         Agencies, 2) Output formats - text (Crystal format) or
196                                                                                                                                      MS Excel 2003.




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           A             B            C          D                                E                            F              G                                      H                                               I                                J
                                                                                                                                                                                                      Offeror Response:             If modification is required:
                                                                                                                       Current                                                                        0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                       System                                                                         1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                          In Current   Requirement                                                                    2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                           System?      Status           Comments                                                      3 = in base product           4 = High (>161 hrs)
 2 12.0                                                 Management Reporting
    12.6.6                                  FL 12.12    Two and Three Column Appointment Mailing Labels       Yes            Met        This report displays client contact information in a two
                                                                                                                                        or three column format. The report is linked to the WIC
                                                                                                                                        appointment system and may be used to create mailing
                                                                                                                                        labels for appointment reminder mailings to clients who
                                                                                                                                        have agreed to “Consent to Contact”. The report may
                                                                                                                                        also be used to contact clients who have missed their
                                                                                                                                        WIC appointments and have not been scheduled for a
                                                                                                                                        new appointment.

                                                                                                                                        Parameters are: 1) Appointment Date range - within the
                                                                                                                                        last 6 months, 2) Appointment Type(s) - any defined
                                                                                                                                        appointment type, 3) Appointment Status - scheduled or
                                                                                                                                        no-show, 4) Site(s) - up to 10 Sites, 5) Ouput format -
197                                                                                                                                     text (Crystal format).
198 12.7                                                Health Reports
     12.7.1                                 FL 12.13    Child BMI Percentile Enrollee List                    Yes            Met        This report lists the WIC enrollees during the selected
                                                                                                                                        reporting period whose BMI percentile was within a
                                                                                                                                        specific range at the time of certification. The report
                                                                                                                                        may be used to track specific clients who are targeted
                                                                                                                                        for a specific intervention. The report may also be used
                                                                                                                                        for quality assurance to determine if selected clients
                                                                                                                                        have received the appropriate follow up.

                                                                                                                                        Access to this report is restricted due to client
                                                                                                                                        identifying information - staff users may only view clients
                                                                                                                                        assigned to the user‟s local agency.

                                                                                                                                        Parameters are: 1) BMI percentile(s) - defined or
                                                                                                                                        custom range, 2) Reporting Period(s) - up to 10 months,
                                                                                                                                        none earlier than May 2003, 3) Site(s) - up to 10 Sites,
                                                                                                                                        4) Output formats - text (Crystal format) or MS Excel
                                                                                                                                        2003.
199




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           A             B            C          D                               E                 F              G                                      H                                               I                                J
                                                                                                                                                                                          Offeror Response:             If modification is required:
                                                                                                           Current                                                                        0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                           System                                                                         1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                              In Current   Requirement                                                                    2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description               System?      Status           Comments                                                      3 = in base product           4 = High (>161 hrs)
 2 12.0                                                 Management Reporting
    12.7.2                                  FL 12.14    Child BMI Percentile Summary Report       Yes            Met        This report lists the WIC enrollees during the selected
                                                                                                                            reporting period whose BMI percentile was within a
                                                                                                                            specific range at the time of certification. If more than
                                                                                                                            one BMI percentile has been obtained for a child during
                                                                                                                            the certification period, the report only considers the
                                                                                                                            latest BMI percentile for that child. The report may be
                                                                                                                            used to determine if there have been any changes in
                                                                                                                            the percent of children within a specific BMI range (e.g.,
                                                                                                                            overweight children or children at risk for becoming
                                                                                                                            overweight).

                                                                                                                            Access to this summary report is unrestricted - staff
                                                                                                                            may view data from other local agencies as well as
                                                                                                                            statewide information.

                                                                                                                            Parameters are: 1) BMI percentile(s) - defined or
                                                                                                                            custom range, 2) Reporting Period(s) - up to 10 months,
                                                                                                                            none earlier than May 2003, 3) Site(s) - up to 10 Sites,
                                                                                                                            4) Output formats - text (Crystal format) or MS Excel
200                                                                                                                         2003.
      12.7.3                                FL 12.15    Clients Due to Deliver                    Yes            Met        This report lists prenatal clients who are expected to
                                                                                                                            deliver within a selected range of dates who have
                                                                                                                            agreed to "Consent to Contact". The report may be
                                                                                                                            used to contact specific clients who are targeted for
                                                                                                                            breastfeeding promotion activities.

                                                                                                                            Access to this report is restricted due to client
                                                                                                                            identifying information - staff users may only view clients
                                                                                                                            assigned to the user‟s local agency.

                                                                                                                            Parameters are: 1) Due date(s) - custom range up to 9
                                                                                                                            months ahead, 2) Site(s) - up to 10 Sites, 3) Output
                                                                                                                            formats - text (Crystal format) or MS Excel 2003.
201




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           A             B            C          D                               E                               F              G                                      H                                               I                                J
                                                                                                                                                                                                        Offeror Response:             If modification is required:
                                                                                                                         Current                                                                        0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                         System                                                                         1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                            In Current   Requirement                                                                    2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                             System?      Status           Comments                                                      3 = in base product           4 = High (>161 hrs)
 2 12.0                                                 Management Reporting
    12.7.4                                  FL 12.16    Missing Blood Work Enrollee List                        Yes            Met        This report lists current WIC enrollees by client types
                                                                                                                                          who have not had a hemoglobin or hematocrit
                                                                                                                                          determination within the required timeframes. Selection
                                                                                                                                          criteria include: 1) children older than 2 years without a
                                                                                                                                          determination in the last year, 2) women with a client
                                                                                                                                          type that does not match a determination appropriate to
                                                                                                                                          her status, and 3) no infants.

                                                                                                                                          Access to this report is restricted due to client
                                                                                                                                          identifying information - staff users may only view clients
                                                                                                                                          assigned to the user‟s local agency.

                                                                                                                                          This report contains client identifiers and
                                                                                                                                          Parameters are: 1) Client Type, 2) Site(s) - up to 10
                                                                                                                                          Sites, 4) Output formats - text (Crystal format) or MS
                                                                                                                                          Excel 2003.
202
      12.7.5                                FL 12.17    Number of Weeks Breastfed (Infants and Children <       Yes            Met        This report is used to determine the length of time
                                                        24 Months)                                                                        infants and children less than 24 months old are being
                                                                                                                                          breastfed. Only infants and children who are still
                                                                                                                                          relatively active will be included in the sample.
                                                                                                                                          (Because of tri-monthly issuance, “active” infants and
                                                                                                                                          children include only those clients who have been
                                                                                                                                          issued checks within 100 days of the last database
                                                                                                                                          update.) The infant or child‟s age for breastfeeding
                                                                                                                                          purposes will be calculated in weeks based on the
                                                                                                                                          difference between the client‟s date of birth and the
                                                                                                                                          most recent issuance date.

                                                                                                                                          Access to this report is unrestricted - staff may view
                                                                                                                                          data from other local agencies as well as statewide
                                                                                                                                          information.

                                                                                                                                          Parameters are: 1) Weeks breastfed - custom # or
                                                                                                                                          standard interval, 2) Reporting Period - any month or
                                                                                                                                          months after October 2005, 3) Local Agency - up to 10
                                                                                                                                          Local Agencies or entire state, 4) Site(s) - up to 10
                                                                                                                                          Sites, 5) Output formats - text (Crystal format) or MS
203                                                                                                                                       Excel 2003.
204 12.8                                                Vendor Reports




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           A             B            C          D                               E                        F              G                                      H                                              I                                J
                                                                                                                                                                                                Offeror Response:             If modification is required:
                                                                                                                  Current                                                                       0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                  System                                                                        1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                     In Current   Requirement                                                                   2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                      System?      Status           Comments                                                     3 = in base product           4 = High (>161 hrs)
 2 12.0                                                 Management Reporting
    12.8.1                                  FL 12.18    Vendor Listing                                   Yes            Met        This report lists all vendors statewide, including status,
                                                                                                                                   name and ID #.

                                                                                                                                   Access to this report is unrestricted - staff may view
                                                                                                                                   data from other local agencies as well as statewide
                                                                                                                                   information.

                                                                                                                                   Parameters are: 1) Vendor Status - current or
                                                                                                                                   terminated, 2) Vendor ID# - up to 10 ID #'s, 3) Vendor
                                                                                                                                   Name - up to 10 names, 4) Output formats - text
205                                                                                                                                (Crystal format) or MS Excel 2003.
      12.8.2                                FL 12.19    Vendor Profile                                   Yes            Met        This report summarizes vendor activities for one or
                                                                                                                                   more specific reporting periods. The report may be
                                                                                                                                   used to dtermine if a vendor needs to be monitored for
                                                                                                                                   possible problems.

                                                                                                                                   Access to this report is unrestricted - staff may view
                                                                                                                                   data from other local agencies as well as statewide
                                                                                                                                   information.

                                                                                                                                   Parameters are: 1) Reporting Period(s) - up to 10
                                                                                                                                   periods, 2) Vendor ID# - up to 10 ID #'s, 3) Output
206                                                                                                                                formats - text (Crystal) or MS Excel 2003.
                                                                                                                                   For details on the following reports, please see
                                                                                                                                   "Chapter 10: WIC Output Reports" in the
207 12.9                                                Batch (monthly production)                                                 Procurement Library
     12.9.1                                 FL 12.20    Purged Formula Audit Records Report (79L1)       Yes            Met        This report lists every transaction in the formula
                                                                                                                                   inventory greater than 6 months old at the time the
                                                                                                                                   batch purge program runs. Includes formula added;
                                                                                                                                   formula transferred from one agency to another or from
                                                                                                                                   one site to another within the local agency; formual
                                                                                                                                   deleted from inventory upon expiration; or formual
                                                                                                                                   issued to or returned by the client because of a formula
208                                                                                                                                change.
      12.9.2                                FL 12.21    Formula Transfer In Report (81L1)                Yes            Met        The report traces the movement of formula received
                                                                                                                                   and entered into the agency‟s formula inventory and
                                                                                                                                   each site‟s formula inventory within the local agency for
                                                                                                                                   the reporting month. Formulas in the agency formula
                                                                                                                                   inventory are those items received from the formula
                                                                                                                                   companies and formula returned by the agency sites.
                                                                                                                                   The agency may also receive formula through an
                                                                                                                                   interagency transfer. The site formula inventory
                                                                                                                                   includes formula returned by the client as well as
                                                                                                                                   formula transferred in from the agency formula inventory.
209




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           A             B            C          D                               E                        F              G                                      H                                                I                                J
                                                                                                                                                                                                  Offeror Response:             If modification is required:
                                                                                                                  Current                                                                         0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                  System                                                                          1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                     In Current   Requirement                                                                     2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                      System?      Status           Comments                                                       3 = in base product           4 = High (>161 hrs)
 2 12.0                                                 Management Reporting
    12.9.3                                  FL 12.22    Formula Transfer Out Report (82L1)               Yes            Met        The report provides a list of the formula transferred out
                                                                                                                                   of the agency‟s formula inventory and each site‟s
                                                                                                                                   formula inventory within the local agency during the
                                                                                                                                   reporting month. The transfer of formula out of the
                                                                                                                                   agency inventory includes transactions where formula is
                                                                                                                                   added to the site formula inventory, or when the agency
                                                                                                                                   participates in an interagency transfer. The formula site
                                                                                                                                   inventory is used to issue to clients through the WIC
                                                                                                                                   data system. The issuance may be a direct issuance
                                                                                                                                   through the „Issue Food Instruments‟ screen or through
                                                                                                                                   a reissue of formula to a client using a previously
                                                                                                                                   assigned food instrument on the „ Formula Return and
                                                                                                                                   Reissue‟ screen. Sites may also return formula to the
                                                                                                                                   agency inventory.
210
      12.9.4                                FL 12.23    Local Agency Client Transfer Report (90L1)       Yes            Met        This report is an agency specific report that identifies all
                                                                                                                                   the clients who transferred from each site within the
                                                                                                                                   agency to another local agency and site. The report
                                                                                                                                   details the „from‟ sites in numeric order, client last and
                                                                                                                                   first name, client ID number, date of birth, last and first
                                                                                                                                   name of the client‟s authorized representative, date
                                                                                                                                   client transferred to another local agency, and the
                                                                                                                                   number of the receiving agency and site.
211
      12.9.5                                FL 12.24    Farmers Market Exception Report (121L1)          Yes            Met        The report lists all farmers‟ market coupons that have
                                                                                                                                   cleared the bank and were not matched to a record of
                                                                                                                                   issuance to a client. This is a statewide report in which
                                                                                                                                   coupon exceptions are listed in numeric order with the
                                                                                                                                   month in which the transaction occurred. Specific
                                                                                                                                   reasons for the exceptions are previous clear,
                                                                                                                                   unmatched paid, unmatched rejected and void paid.
                                                                                                                                   Information displayed in the exception report is as
                                                                                                                                   follows: coupon number, vendor ID bank reference
                                                                                                                                   code, transaction type, date cashed and the comments
                                                                                                                                   columns.
212
      12.9.6                                FL 12.25    Redemption Report by Farmer (126L1)              Yes            Met        This report is produced specifically for the Florida
                                                                                                                                   Department of Agriculture and Consumer Services.
                                                                                                                                   The Farmers‟ Market program provides WIC clients with
                                                                                                                                   coupons to buy fresh fruits and vegetables grown locally
                                                                                                                                   by farmers in the area. Coupons deposited in the bank
                                                                                                                                   by each authorized farmer are tracked by the number
                                                                                                                                   redeemed year-to-date in the county and market where
                                                                                                                                   he participates. A separate count is made of all
                                                                                                                                   coupons redeemed during the reporting month.
213




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           A             B            C          D                                E                              F              G                                      H                                             I                                J
                                                                                                                                                                                                      Offeror Response:             If modification is required:
                                                                                                                         Current                                                                      0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                         System                                                                       1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                            In Current   Requirement                                                                  2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                             System?      Status           Comments                                                    3 = in base product           4 = High (>161 hrs)
 2 12.0                                                 Management Reporting
    12.9.7                                  FL 12.26    Redemption Report by Market (126L2)                     Yes            Met        This report is produced specifically for the Florida
                                                                                                                                          Department of Agriculture and Consumer Services.
                                                                                                                                          The Farmer‟s Market program starts in April or May, and
                                                                                                                                          participants can spend coupons through the month of
                                                                                                                                          July. Farmers have until the end of August to deposit
                                                                                                                                          the coupons. Coupon redemption is listed by agency
                                                                                                                                          and by each market in the agency. A count is made of
                                                                                                                                          all the coupons redeemed from the beginning of the
                                                                                                                                          program through the reporting month. Also, a count is
                                                                                                                                          made of all the coupons redeemed during the reporting
                                                                                                                                          month. A county total is determined by adding together
                                                                                                                                          all the markets information.
214
      12.9.8                                FL 12.27    FM Issuance and Redemption by Site Report (127L1)       Yes            Met        This report provides a detailed analysis of the issuance
                                                                                                                                          and redemption of farmers‟ market coupons by agency,
                                                                                                                                          individual agency sites, and state totals. It counts the
                                                                                                                                          number of coupons issued from the program‟s
                                                                                                                                          beginning month through the reporting month. Then it
                                                                                                                                          counts the number of coupons redeemed from the
                                                                                                                                          program‟s beginning date through the reporting month.
                                                                                                                                          The redemption rate is calculated for the agency,
                                                                                                                                          individual sites, and the state by dividing the number of
                                                                                                                                          coupons redeemed by the number of coupons issued.
                                                                                                                                          Reporting month coupon issuance is also counted
215
      12.9.9                                FL 12.28    FM Close-Out Report (128L1)                             Yes            Met        This Farmers Market Close-out report provides
                                                                                                                                          information on the number of clients by client type who
                                                                                                                                          received an issuance of farmer market coupons in each
                                                                                                                                          participating agency. Totals are provided by all client
                                                                                                                                          types within each local agency and by each client type
                                                                                                                                          for all the agencies. It also provides a summary of the
                                                                                                                                          total number of coupons redeemed each month during
                                                                                                                                          the current year. Totals are provided by total number of
                                                                                                                                          coupons redeemed each month by client type and by
                                                                                                                                          the total number of coupons redeemed by client types
                                                                                                                                          for the season.
216
      12.9.10                               FL 12.29    Agency Participation Report (28L1, L2, L3)              Yes            Met        The Local Agency participation reports cover a three
                                                                                                                                          month period, the issue month, 30-day, and the
                                                                                                                                          closeout (60 days). Figures on participation become
                                                                                                                                          more accurate as food instruments reach final
                                                                                                                                          disposition. Participation figures are divided by client
                                                                                                                                          types and further subdivided by these columns:
217                                                                                                                                       redeemed, outstanding, and participation.




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           A             B            C          D                                E                                 F              G                                       H                                                I                                J
                                                                                                                                                                                                             Offeror Response:             If modification is required:
                                                                                                                            Current                                                                          0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                            System                                                                           1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                               In Current   Requirement                                                                      2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                                System?      Status           Comments                                                        3 = in base product           4 = High (>161 hrs)
 2 12.0                                                 Management Reporting
    12.9.11                                 FL 12.30    State Participation Report (28L7, L8, L9)                  Yes            Met        The State participation reports cover a three month
                                                                                                                                             period, the issue month, 30-day, and the closeout (60
                                                                                                                                             days). Figures on participation become more accurate
                                                                                                                                             as food instruments reach final disposition. Participation
                                                                                                                                             is reported for clients identified as a member of a
                                                                                                                                             migrant farm worker family based on selecting the
                                                                                                                                             Residence status code of “M” entered on the Client
                                                                                                                                             Demographic screen. Participation figures are divided
                                                                                                                                             by client types and further subdivided by these columns:
                                                                                                                                             redeemed, outstanding, and participation.
218
      12.9.12                               FL 12.31    Agency Migrant Participation Report (28L4, L5, L6)         Yes            Met        The Local Agency migrant participation reports cover a
                                                                                                                                             three month period, the issue month, 30-day, and the
                                                                                                                                             closeout (60 days). Figures on participation become
                                                                                                                                             more accurate as food instruments reach final
                                                                                                                                             disposition. Participation is reported for clients identified
                                                                                                                                             as a member of a migrant farm worker family based on
                                                                                                                                             selecting the Residence status code of “M” entered on
                                                                                                                                             the Client Demographic screen. Participation figures are
                                                                                                                                             divided by client types and further subdivided by these
                                                                                                                                             columns: redeemed, outstanding, and participation.
                                                                                                                                             The Agency Migrant Participation report provides total
                                                                                                                                             figures for each site within a local agency and the local
                                                                                                                                             agency totals.
219
      12.9.13                               FL 12.32    State Migrant Participation Report (28L10, L11, L12)       Yes            Met        The State Migrant Participation Report provides a
                                                                                                                                             summary of the total participation for all the local
220                                                                                                                                          agencies and a state total. Details as above.
      12.9.14                               FL 12.33    Bank Transaction Listing Report - Detail List (29L1)       Yes            Met        The L1 report is a detailed list of all food instruments
                                                                                                                                             (FDIN) clearing the bank between the first and the last
                                                                                                                                             working days of the reporting month. Food instruments
                                                                                                                                             are listed in FDIN number sequence with two columns
                                                                                                                                             of data on each page. Numbers are read across and
                                                                                                                                             then down. Information provided is the date the check
                                                                                                                                             was processed by the bank, the amount paid, and the
                                                                                                                                             bank reference number, which is used to locate
                                                                                                                                             redeemed checks in storage. A blank transaction code
                                                                                                                                             field indicates the bank paid the food instrument.
                                                                                                                                             Rejection transaction codes are explained in the field
                                                                                                                                             descriptions below. All rejected checks are returned to
                                                                                                                                             the vendor.
221
      12.9.15                               FL 12.34    Bank Transaction Listing Report - Summary by               Yes            Met        The L2 report is a summary of each transaction code
                                                        Transaction Code (29L2)                                                              showing the total number of checks submitted for
                                                                                                                                             redemption, the number rejected, and the total dollar
222                                                                                                                                          value for each.




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           A             B            C          D                               E                                 F              G                                     H                                               I                                J
                                                                                                                                                                                                         Offeror Response:             If modification is required:
                                                                                                                           Current                                                                       0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                           System                                                                        1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                              In Current   Requirement                                                                   2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                               System?      Status           Comments                                                     3 = in base product           4 = High (>161 hrs)
 2 12.0                                                 Management Reporting
    12.9.12                                 FL 12.35    Check Reconciliation Report (30L1)                        Yes            Met        The Check Reconciliation Report is agency and site
                                                                                                                                            specific and provides a one-to-one reconciliation for
                                                                                                                                            every check transaction processed by the bank during
                                                                                                                                            the reporting month. These transactions include
                                                                                                                                            unredeemed checks with a first day to use 60 days in
                                                                                                                                            the past (close-out), and checks processed by the bank
                                                                                                                                            as cleared, rejected, and post dated. The check
                                                                                                                                            numbers are listed sequentially. Participant‟s WIC
                                                                                                                                            identification number, first and last name, the check
                                                                                                                                            type, and the final disposition of the checks are listed.
223
      12.9.17                               FL 12.36    Food Instrument Closeout Status Report - Local            Yes            Met        The Food Instrument Closeout Status - Local Agnecy
                                                        Agency View (31L1)                                                                  View report gives the final status of every food
                                                                                                                                            instrument having a first date to use during the closeout
                                                                                                                                            month for the reporting period for each local agency by
                                                                                                                                            site. Since the final disposition of all checks from a
                                                                                                                                            given month cannot be determined until 60 days after
                                                                                                                                            the end of the month, this report is produced in the third
                                                                                                                                            month following the issue month. For example, the
                                                                                                                                            close-out report for April check issuance will be
                                                                                                                                            prepared in July.

                                                                                                                                            The report, WIC31L1, contains the agency information.
                                                                                                                                            Food instruments are listed in serial number sequential
                                                                                                                                            order. Additional information provided includes the WIC
                                                                                                                                            client ID number, last name and first name of the
                                                                                                                                            participant, check type, redemption amount, date
                                                                                                                                            issued, date cashed and comments. Food instruments
                                                                                                                                            unredeemed by the participant will have a blank
                                                                                                                                            redemption amount and unredeemed written in the
                                                                                                                                            Comments column. Summaries of the food instrument
                                                                                                                                            redemption status by client type are produced for each
                                                                                                                                            site within an agency and for the combined site totals
224                                                                                                                                         within an agency.
      12.9.18                               FL 12.37    Food Instrument Closeout Status Report - State View       Yes            Met        The report, WIC31L2, provides a summary of the
                                                        (31L2)                                                                              combined totals of all agency information by client type
                                                                                                                                            for all food instruments, redeemed and unredeemed,
                                                                                                                                            issued during the close-out month. The summary also
                                                                                                                                            includes the total value of the food instruments
                                                                                                                                            redeemed, the average value of each food instrument,
                                                                                                                                            and totals on the final disposition of the food
225                                                                                                                                         instruments.




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           A             B            C          D                                E                              F              G                                     H                                               I                                J
                                                                                                                                                                                                       Offeror Response:             If modification is required:
                                                                                                                         Current                                                                       0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                         System                                                                        1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                            In Current   Requirement                                                                   2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                             System?      Status           Comments                                                     3 = in base product           4 = High (>161 hrs)
 2 12.0                                                 Management Reporting
    12.9.19                                 FL 12.38    Exception Report (Voids & Totals) Report - DMU          Yes            Met        This report is used as part of the reconciliation process
                                                        View (40L1)                                                                       to identify food instruments that are not reconciled with
                                                                                                                                          issuance or inventory records or exhibit other types of
                                                                                                                                          reconciliation problems. It lists all bank transactions on
                                                                                                                                          food instruments that are outside the redemption range
                                                                                                                                          of food instruments in statewide distribution or outside
                                                                                                                                          the range of food instruments for which issuance has
                                                                                                                                          been recorded in the data system. Also included are
                                                                                                                                          food instruments that have been identified by the bank
                                                                                                                                          as issued but voided in the WIC data system, as
                                                                                                                                          previously paid items or as a food instrument number
                                                                                                                                          that cannot be matched with a number in the data
                                                                                                                                          system. The bank pays the vendor for these food
                                                                                                                                          instruments because they meet the food instrument
                                                                                                                                          redemption criteria. An example would be a food
                                                                                                                                          instrument that was redeemed within the valid period,
                                                                                                                                          signed by the client, has a vendor stamp and is not over
                                                                                                                                          the maximum allowed for the food instrument type.
                                                                                                                                          Checks that do not meet these criteria are rejected.

                                                                                                                                          The WIC40L1 report, which goes to the state WIC DMU
                                                                                                                                          office, lists previously cleared, the unmatched paid, and
                                                                                                                                          the unmatched rejected
                                                                                                                                          food instruments.
226
      12.9.20                               FL 12.39    Exception Report (Voids & Totals) Report - Local        Yes            Met        The WIC40L2 report, which is available to Local
                                                        Agency View (40L2)                                                                Agencies, lists voided paid food instruments. A food
                                                                                                                                          instrument that has a status of VOID, but has been
                                                                                                                                          cleared by the bank will be listed on the WIC40L2
                                                                                                                                          report. This report is agency specific. The format for
                                                                                                                                          this report provides food instrument information by
                                                                                                                                          agency, site, and worker ID. The worker ID is identified
                                                                                                                                          as the worker who performed the last transaction on the
                                                                                                                                          food instrument. If for some reason, the Person-of-the-
                                                                                                                                          Day at the state WIC office has been called for an
                                                                                                                                          update on a redeemed voided FDIN, the Person-of-the-
                                                                                                                                          Day‟s worker ID number will display on the FDIN on the
                                                                                                                                          agency report.
227
      12.9.21                               FL 12.40    Exception Report (Voids & Totals) Report - Fiscal       Yes            Met         WIC40L3 is a description of the total number of items
                                                        View (40L3)                                                                       found on reports L1 and L2 and the dollar amount for
                                                                                                                                          each category. This report is for the WIC Fiscal Unit.
                                                                                                                                          Exceptions are listed for the reporting month in which
228                                                                                                                                       the transaction occurs.




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           A             B            C          D                             E                           F              G                                       H                                                I                                J
                                                                                                                                                                                                    Offeror Response:             If modification is required:
                                                                                                                   Current                                                                          0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                   System                                                                           1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                      In Current   Requirement                                                                      2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                       System?      Status           Comments                                                        3 = in base product           4 = High (>161 hrs)
 2 12.0                                                 Management Reporting
    12.9.22                                 FL 12.41    Purged Non-Issued Redemptions Report (41L1)       Yes            Met        The Purged Non-Issued Redemptions report identifies
                                                                                                                                    all redeemed pre-printed manual food instruments that
                                                                                                                                    have appeared on the Non-Issued Redemptions report
                                                                                                                                    for two prior months and for which no issuance
                                                                                                                                    information has been entered into the WIC computer
                                                                                                                                    system. These food instruments are now outside of the
                                                                                                                                    participation-reporting period, but every effort should still
                                                                                                                                    be made to issue them in the WIC computer system.
                                                                                                                                    Research should determine if there is any possibility of
                                                                                                                                    fraud or if the non-issuance of the food instruments to
                                                                                                                                    the client in the system is simply a matter of worker
                                                                                                                                    error.
229
      12.9.23                               FL 12.42    Non-Issued Redemptions Report (42L1)              Yes            Met        The Non-Issued Redemptions report lists all pre-printed
                                                                                                                                    manual food instruments within a local agency that were
                                                                                                                                    redeemed or voided during the two previous reporting
                                                                                                                                    months for which no issuance information has been
                                                                                                                                    entered into the WIC computer system as of the run
                                                                                                                                    date of the report. The food instruments not issued in
                                                                                                                                    the system will be reported as “New Not Issued” for the
                                                                                                                                    first month after they clear the bank, and as “30-Day Not
                                                                                                                                    Issued,” if still not issued in the system before the report
                                                                                                                                    is run again.

                                                                                                                                    Items are listed in the order in which the food
                                                                                                                                    instruments cleared the bank. If no issuance
                                                                                                                                    documentation has been entered into the WIC
                                                                                                                                    computer system after the second time the food
                                                                                                                                    instruments are listed, they will appear on the Purged
                                                                                                                                    Non-Issued Redemptions report. The second page of
                                                                                                                                    the agency report provides a summary of the total
                                                                                                                                    number of food instruments redeemed or rejection by
                                                                                                                                    the bank and the amount paid. A summary page of the
                                                                                                                                    combined agency totals of the food instruments
                                                                                                                                    redeemed or rejected by the bank and the amount paid
                                                                                                                                    is provided for the state WIC office.
230




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           A             B            C          D                                E                         F              G                                     H                                              I                                J
                                                                                                                                                                                                 Offeror Response:             If modification is required:
                                                                                                                    Current                                                                      0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                    System                                                                       1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                       In Current   Requirement                                                                  2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                        System?      Status           Comments                                                    3 = in base product           4 = High (>161 hrs)
 2 12.0                                                 Management Reporting
    12.9.24                                 FL 12.43    Management Information Summary Report (46L1)       Yes            Met        This report is a summary report of participation,
                                                                                                                                     enrollment, food instrument usage, and food cost
                                                                                                                                     information for each local agency and the state as a
                                                                                                                                     whole. It shows all data pertaining to these categories
                                                                                                                                     for the past thirteen months and gives an annual total
                                                                                                                                     and a monthly average for the most recent twelve
                                                                                                                                     months. Data is supplied in either actual numbers or
                                                                                                                                     percentages and is updated as participation figures and
                                                                                                                                     food instruments come to final disposition. State total
                                                                                                                                     information has been added to this report after the local
                                                                                                                                     agency information.
231
      12.9.25                               FL 12.44    Analysis of Enrollees Report (48L1)                Yes            Met        An enrollee is a client who was eligible to receive
                                                                                                                                     checks on at least one day of the reporting period. The
                                                                                                                                     Analysis of Enrollees report will be produced in three
                                                                                                                                     versions: Hispanic/Latino clients, Non-Hispanic/Latino
                                                                                                                                     clients and a combined total of all clients by local
                                                                                                                                     agency and site, agency summary and state summary.
                                                                                                                                     The enrollee by age information will be further divided
                                                                                                                                     by five racial codes: American Indian, Asian, Black,
                                                                                                                                     Pacific Islander, and White. The Multi-Race column
                                                                                                                                     displays the number of clients who have listed more
                                                                                                                                     than one race code on the Client Demographic Screen.
                                                                                                                                     The Unknowns are existing client records whose race
                                                                                                                                     code was listed as Hispanic and Asian/Pacific Islander
                                                                                                                                     at the time racial revisions were made in Production.
                                                                                                                                     State total information has been added to this report
                                                                                                                                     after the local agency information.

232




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           A             B            C          D                               E             F              G                                     H                                               I                                J
                                                                                                                                                                                     Offeror Response:             If modification is required:
                                                                                                       Current                                                                       0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                       System                                                                        1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                          In Current   Requirement                                                                   2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description           System?      Status           Comments                                                     3 = in base product           4 = High (>161 hrs)
 2 12.0                                                 Management Reporting
    12.9.26                                 FL 12.45    Enrollee Income Report (64L1)         Yes            Met        The Enrollee‟s Income Report lists the number of
                                                                                                                        current enrollees by income percentile range for each
                                                                                                                        client type (pregnant, breastfeeding, non-breastfeeding,
                                                                                                                        infants and children) for the reporting month. The report
                                                                                                                        determines each active client‟s income level based on
                                                                                                                        the household income and household size.. Additional
                                                                                                                        information is reported by income percentile to reflect
                                                                                                                        the number of clients determined eligible for WIC
                                                                                                                        service through adjunctive eligibility, manual income
                                                                                                                        screening, no proof form, temporary certification, out-of-
                                                                                                                        state transfers and migrants. The“OTHER” column that
                                                                                                                        now exhibits all zeroes no longer applies because it
                                                                                                                        originally represented clients certified before the income
                                                                                                                        determination policy went into effect in the state of
                                                                                                                        Florida. State total information has been added to this
                                                                                                                        report after the local agency information.

233
      12.9.27                               FL 12.46    Ethnic Enrollment Report (65L1)       Yes            Met        The Ethnicity Enrollment Report shows the number of
                                                                                                                        enrollees by each site within the local agency and then
                                                                                                                        by agency summary, divided by ethnicity group and by
                                                                                                                        client type within each WIC nutritional risk priority.
                                                                                                                        Unknown is used for enrollees who are not identified
                                                                                                                        within one of the seven WIC nutritional risk priorities.
                                                                                                                        The report with a run date in April shows March data,
                                                                                                                        and with a run date in October shows September data.
                                                                                                                        State total information has been added to this report
                                                                                                                        after the local agency information.
234




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           A             B            C          D                                 E                            F              G                                       H                                               I                                J
                                                                                                                                                                                                        Offeror Response:             If modification is required:
                                                                                                                        Current                                                                         0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                        System                                                                          1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                           In Current   Requirement                                                                     2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                            System?      Status           Comments                                                       3 = in base product           4 = High (>161 hrs)
 2 12.0                                                 Management Reporting
    12.9.28                                 FL 12.47    Ethnic Participation Report (66L1)                     Yes            Met        The Ethnic Participation report provides a breakdown of
                                                                                                                                         the number of participants in each of the WIC client type
                                                                                                                                         groups by race. The two main categories are
                                                                                                                                         Hispanic/Latino and Non-Hispanic/Latino with racial
                                                                                                                                         categories of American Indian/ Alaska Native, Asian,
                                                                                                                                         Black/African American, Pacific Islander/Native
                                                                                                                                         Hawaiian, and White. The racial categories are further
                                                                                                                                         separated into multi-racial designations, when
                                                                                                                                         appropriate. This information is reported in three
                                                                                                                                         separate reports, Hispanic/Latino, Non-Hispanic Latino
                                                                                                                                         and a summary of all clients by local agency and in a
                                                                                                                                         summary form of combined agency totals for the state
                                                                                                                                         WIC office. The Unknowns are existing client records
                                                                                                                                         whose race code was listed as Hispanic or Asian/Pacific
                                                                                                                                         Islander at the time racial revisions were made in
                                                                                                                                         Production. State total information has been added to
                                                                                                                                         this report after the local agency information.

235
      12.9.29                               FL 12.48    High-Risk Enrollees Report (67L1)                      Yes            Met        This report lists all current high risk enrollees by site.
                                                                                                                                         Enrollees who appear on the report have been identified
                                                                                                                                         as being at high risk by local agency staff as indicated
                                                                                                                                         by a “Y” in the high-risk field on the Client Certification
                                                                                                                                         Update Screen. The enrollees are listed alphabetically.
                                                                                                                                         Totals are included by site and local agency.
236
      12.9.30                               FL 12.49    Local Agency Unduplicated Client Count Report          Yes            Met        The Unduplicated Client Count is based on enrollment.
                                                        (68L1)                                                                           It provides a breakdown by local agency and site of the
                                                                                                                                         total number of unique clients who received at least one
                                                                                                                                         issuance service during the reporting period. If a client
                                                                                                                                         received this service in more than one local agency
                                                                                                                                         within the reporting period, then that client would be
                                                                                                                                         included in the unduplicated count for each of these
                                                                                                                                         local agencies.
237
      12.9.31                               FL 12.50    Participation Analysis by Priority Report (69L1)       Yes            Met        This report shows the number of participants by client
                                                                                                                                         type in each WIC nutritional risk priority in each local
                                                                                                                                         agency with statewide totals. Unknown is used for
                                                                                                                                         clients with no determined priority. These clients are
                                                                                                                                         out-of-state transfers who through documentation
                                                                                                                                         proved they are still within a current certification period.
                                                                                                                                         The WIC data system accepts „00‟ in the risk field on
                                                                                                                                         the Client Certification screen for these clients.
238




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           A             B            C          D                                E                              F              G                                     H                                               I                                J
                                                                                                                                                                                                       Offeror Response:             If modification is required:
                                                                                                                         Current                                                                       0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                         System                                                                        1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                            In Current   Requirement                                                                   2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                             System?      Status           Comments                                                     3 = in base product           4 = High (>161 hrs)
 2 12.0                                                 Management Reporting
    12.9.32                                 FL 12.51    Infants Ever Breastfed Report (70L1)                    Yes            Met        The Infants Ever Breastfed Report and the Infants
                                                                                                                                          Currently Breastfed Report provides summary
                                                                                                                                          information on breastfeeding for currently enrolled
                                                                                                                                          infants and children less than 24 months of age. The
                                                                                                                                          Ever Breastfed Report provides information on clients
                                                                                                                                          that once were breastfed but are no longer breastfed. T
                                                                                                                                           Both reports have the same format. Each report will be
                                                                                                                                          produced in three versions, Hispanic/Latino clients, Non-
                                                                                                                                          Hispanic/Latino clients and a combined total of all
                                                                                                                                          clients by local agency and site, agency summary and
239                                                                                                                                       state summary.
      12.9.33                               FL 12.52    Infants Currently Breastfed Report (70L2)               Yes            Met        The Currently Breastfed Report provides information on
                                                                                                                                          all clients who are currently breastfeeding. Details as
240                                                                                                                                       above.
      12.9.34                               FL 12.53    Duration of Breastfeeding Report (70L3)                 Yes            Met        The Duration of Breastfeeding Report provides
                                                                                                                                          summary information on currently enrolled infants and
                                                                                                                                          children less than or equal to 24 months of age who
                                                                                                                                          have stopped breastfeeding. Each report will be
                                                                                                                                          produced in three versions; Hispanic/Latino clients, Non-
                                                                                                                                          Hispanic/Latino clients and a combined total of all
                                                                                                                                          clients by local agency and site, agency summary and
                                                                                                                                          state summary. The breastfeeding information will be
                                                                                                                                          further divided by the race codes; White, Black,
                                                                                                                                          Asian/Pacific Islander, American Indian, Multi-Racial,
241                                                                                                                                       and Unknown.
      12.9.35                               FL 12.54    Prenatal Entry Into WIC by Weeks Gestation Report       Yes            Met        The report is divided into two sections, ENROLLMENT
                                                        (73L1)                                                                            AND CURRENT MONTH CERTIFICATIONS. The
                                                                                                                                          enrollment section gives a total of all pregnant women
                                                                                                                                          currently enrolled in the WIC program by age, race and
                                                                                                                                          the week of gestation at enrollment. The certification
                                                                                                                                          section lists the number of prenatals certified during 0 –
                                                                                                                                          13 weeks of gestation and the total number of prenatals
                                                                                                                                          certified during the reporting month. A percentage is
                                                                                                                                          calculated. This information is reported in three
                                                                                                                                          separate reports, Hispanic/Latino clients, Non-
                                                                                                                                          Hispanic/Latino clients and combined totals of all
                                                                                                                                          clients, for site, agency and state use. Race information
                                                                                                                                          is further listed in one of the following: White, Black,
                                                                                                                                          Asian/Pacific Islander, American Indian, Multi-Racial,
                                                                                                                                          and Unknown.
242




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           A             B            C          D                               E                               F              G                                     H                                               I                                J
                                                                                                                                                                                                       Offeror Response:             If modification is required:
                                                                                                                         Current                                                                       0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                         System                                                                        1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                            In Current   Requirement                                                                   2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                             System?      Status           Comments                                                     3 = in base product           4 = High (>161 hrs)
 2 12.0                                                 Management Reporting
    12.9.36                                 FL 12.55    Infant Formula Rebate Report (Agency) Report (74L1)     Yes            Met        This report is agency specific. The Infant Formula
                                                                                                                                          Rebate Report displays the number of cans of formula
                                                                                                                                          purchased by WIC clients from individual vendors
                                                                                                                                          during the reporting month. It records the purchase of
                                                                                                                                          contract infant formula as a full food package or a
                                                                                                                                          partial food package by cans of concentrate and
                                                                                                                                          powder. A pre-set dollar value for the check type
                                                                                                                                          determines whether the check is redeemed as a full or
                                                                                                                                          partial package. All non-contract formula purchased is
                                                                                                                                          counted in the same manner. Ready-to-feed formula is
                                                                                                                                          counted as a full package, whether contract or non-
                                                                                                                                          contract formula, when checks are redeemed.
243
      12.9.37                               FL 12.57    Infant Formula Rebate Detail Report (State) Report      Yes            Met        The Infant Formula Rebate Detail Report is a state
                                                        (74L2)                                                                            summary report that displays the combined can count
                                                                                                                                          for all the sites in each local agency by contract formula
                                                                                                                                          names and a combined total can count for all non-
                                                                                                                                          contract formulas. The last page of the report combines
                                                                                                                                          all the agency totals for a state total. The report
                                                                                                                                          displays the number of cans of formula purchased by
                                                                                                                                          WIC clients during the reporting month.
244
      12.9.38                               FL 12.58    Infant Formula Rebate Detail Report (74L3)              Yes            Met        This report provides a complete description of all
                                                                                                                                          pertinent information for each formula food instrument
                                                                                                                                          paid by the bank to the vendors during the reporting
                                                                                                                                          month. The report is agency and site specific with a
                                                                                                                                          final summary page for each site within the agency, the
                                                                                                                                          agency and the state. For each site, the report is
                                                                                                                                          divided by the three formula types: concentrate, powder,
                                                                                                                                          and ready-to-feed, sorted by check type, then by food
                                                                                                                                          instrument number.
245
      12.9.39                               FL 12.59    Agency Expenditures Report by Check Type - Close        Yes            Met        These reports provide a summary of WIC program food
                                                        Out (94 BL1)                                                                      expenditures for the reporting month by check type and
                                                                                                                                          client type. The expenditures cover a three-month
                                                                                                                                          period; issue month, 30-day, and close-out. For the
                                                                                                                                          agencies and the state office, this report provides a
                                                                                                                                          record in numeric order of all the check types issued to
                                                                                                                                          a specific client type starting with pregnant women.
246
      12.9.40                               FL 12.60    State Expenditures Report by Check Type - Close         Yes            Met        As above.
247                                                     Out (94 BL2)
      12.9.41                               FL 12.61    State Summary Report Report by Client Type - Close      Yes            Met        As above.
248                                                     Out (94 BL3)
      12.9.42                               FL 12.62    Agency Expenditures Report by Check Type - 30-Day       Yes            Met        As above.
249                                                     (94 BL4)




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           A             B            C          D                                E                              F              G                                      H                                               I                                J
                                                                                                                                                                                                        Offeror Response:             If modification is required:
                                                                                                                         Current                                                                        0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                         System                                                                         1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                            In Current   Requirement                                                                    2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                             System?      Status           Comments                                                      3 = in base product           4 = High (>161 hrs)
 2 12.0                                                 Management Reporting
    12.9.43                                 FL 12.63    State Expenditures Report by Check Type - 30-Day        Yes            Met        As above.
250                                                     (94 BL5)
251 12.9.44                                 FL 12.64    State Summary by Client Type - 30-Day (94BL6)           Yes            Met        As above.
    12.9.45                                 FL 12.65    Agency Expenditures Report by Check Type - Issue        Yes            Met        As above.
252                                                     Month (94BL7)
    12.9.46                                 FL 12.66    State Expenditures by Check Type - Issue Month          Yes            Met        As above.
253                                                     (94BL8)
    12.9.47                                 FL 12.67    State Summary Report by Client Type - Issue Month       Yes            Met        As above.
254                                                     (94BL9)
    12.9.48                                 FL 12.68    Assigned Food Package Analysis Report (101L1)           Yes            Met        This report displays the food package codes assigned
                                                                                                                                          to clients by client type (pregnant, breastfeeding, non-
                                                                                                                                          breastfeeding, infants, and children). A percentage is
                                                                                                                                          figured for each food package to illustrate how each
                                                                                                                                          food package relates to the total number of food
                                                                                                                                          packages assigned to a specific client type in the site
                                                                                                                                          and then the agency. The number of enrollees
                                                                                                                                          assigned to each food package illustrates the frequency
                                                                                                                                          of use for a specific client type. There are site, agency
                                                                                                                                          and state totals.
255
      12.9.49                               FL 12.69    Nutrition Risk Enrollment Report (104L1)                Yes            Met        This report provides information on the number of
                                                                                                                                          enrollees certified in each nutritional risk code by client
                                                                                                                                          type. This is a duplicated count and the client will be
                                                                                                                                          counted under each assigned risk code. The total
                                                                                                                                          number of risks will be much greater than the total
                                                                                                                                          number of enrollees. The information is provided on a
                                                                                                                                          site basis with local agency and state summary totals.
                                                                                                                                          Also provided are the percentages of risk utilization
                                                                                                                                          within the site, the agency and the state. State total
                                                                                                                                          information has been added to this report after the local
                                                                                                                                          agency information.
256
      12.9.50                               FL 12.70    Vendor Registration Listing Report (32L1)               Yes            Met        The Active Vendor Registration Report is a list of
                                                                                                                                          current authorized vendors participating in the WIC
                                                                                                                                          Program. The Inactive Vendor Registration Report has
                                                                                                                                          the same layout and content but lists vendors who are
257                                                                                                                                       no longer active in the WIC Program.
      12.9.51                               FL 12.71    Low Variance Report (36L1)                              Yes            Met        The Low Variance Report is used to detect vendors who
                                                                                                                                          charge by check type, as opposed to charging for food
                                                                                                                                          actually sold. (Formula checks are excluded since
                                                                                                                                          these are normally written for the same amount.) The
                                                                                                                                          report includes only the check types with a total
                                                                                                                                          occurrence greater than or equal to five and check
                                                                                                                                          amounts with a total greater than or equal to $5.00.
258




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           A             B            C          D                                E                                F              G                                      H                                               I                                J
                                                                                                                                                                                                          Offeror Response:             If modification is required:
                                                                                                                           Current                                                                        0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                           System                                                                         1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                              In Current   Requirement                                                                    2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                               System?      Status           Comments                                                      3 = in base product           4 = High (>161 hrs)
 2 12.0                                                 Management Reporting
    12.9.52                                 FL 12.72    Summary by Vendor Report (37L1)                           Yes            Met        This report summarizes all valid check types issued by
                                                                                                                                            a local agency, redeemed by a vendor, and the average
                                                                                                                                            amount paid during the reporting month and year-to-
                                                                                                                                            date. This report compares the vendor‟s average for
                                                                                                                                            each check type with the peer group average for that
                                                                                                                                            check type. The total amount redeemed for a check
                                                                                                                                            type for each vendor will be reported as an amount over
                                                                                                                                            or under the norm. Totals for the number of food
                                                                                                                                            instruments, redeemed amounts, peer average amount,
                                                                                                                                            and variance (over or under) are reported for each
                                                                                                                                            vendor redeeming food instruments in the local agency
                                                                                                                                            area. In addition, local agency totals of the number of
                                                                                                                                            food instruments redeemed by all vendors and the
                                                                                                                                            amount of all the redeemed food instruments are given.

259
      12.9.53                               FL 12.73    Vendor Error Report (38L1)                                Yes            Met        The Vendor Error Report lists the food instruments,
                                                                                                                                            which contain redemption errors. The report includes
                                                                                                                                            bank-rejected food instruments or paid food instruments
                                                                                                                                            flagged by the system as suspect. Reasons that food
                                                                                                                                            instruments would be rejected are: 1) the purchase
                                                                                                                                            price on the food instrument exceeds the maximum
                                                                                                                                            value allowed; 2) the check was submitted to the
                                                                                                                                            contract bank more than 45 days after the First Day to
                                                                                                                                            Use; and 3) the signature was missing. Food
                                                                                                                                            instruments that are flagged as suspect, but paid are 1)
                                                                                                                                            those reported lost or stolen; or 2) post-dated (used
                                                                                                                                            prior to the First Day to Use).
260
      12.9.54                               FL 12.74    Alphabetic Client List by Agency/Site Report (61L1)       Yes            Met        One report contains an alphabetical listing of all clients
                                                                                                                                            at each site in a local agency and the other report is an
                                                                                                                                            alphabetical list of all clients throughout the local
                                                                                                                                            agency. These reports contain information on clients
                                                                                                                                            including first name, last name, client ID, client type,
                                                                                                                                            social security number, site, date of birth, certification
                                                                                                                                            end date, T30, next base date, first day to use of last
                                                                                                                                            food instruments issued and the primary and secondary
                                                                                                                                            nutritional risk codes. The list by site provides subtotals
                                                                                                                                            on the number of clients by site and agency
261




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           A             B            C          D                                E                            F              G                                      H                                              I                                J
                                                                                                                                                                                                     Offeror Response:             If modification is required:
                                                                                                                       Current                                                                       0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                       System                                                                        1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                          In Current   Requirement                                                                   2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                           System?      Status           Comments                                                     3 = in base product           4 = High (>161 hrs)
 2 12.0                                                 Management Reporting
    12.9.55                                 FL 12.75    Duplicate Client Report (63L1)                        Yes            Met        The Duplicate Client Report lists applicant and client
                                                                                                                                        records that have similarities indicating a possibility of
                                                                                                                                        multiple listings for the same individual. Potential
                                                                                                                                        duplicate enrollment is based on the following criteria:
                                                                                                                                        1) entire last names must be identical; 2) first three
                                                                                                                                        letters of the first names must be identical; 3) sex must
                                                                                                                                        be identical; 4) birth day must be identical, 5) height
                                                                                                                                        must be within three inches (if height is missing, a
                                                                                                                                        match is assumed). The potential existence of
                                                                                                                                        duplicate clients will be reported to each agency with a
                                                                                                                                        list of all names involved.
262
      12.9.56                               FL 12.76    State Avg by Check Type for Independent Vendors       Yes            Met        This report is a summary of check type values for all the
                                                        Report (71L1)                                                                   checks cashed by the vendors in peer group type 99
                                                                                                                                        (independent vendors) during the reporting month. The
                                                                                                                                        report indicates whether a maximum dollar value on a
                                                                                                                                        specific check type needs to be changed. Independent
                                                                                                                                        vendor information is used because they usually charge
                                                                                                                                        a higher price for the grocery items than large chain
                                                                                                                                        stores. The maximum value of the check type must be
                                                                                                                                        calculated to produce an acceptable dollar amount limit
                                                                                                                                        that participating vendors may not exceed.
263
      12.9.57                               FL 12.77    WIC Formula Log Report (115)                          Yes            Met        This report is a listing of clients in numeric order by
                                                                                                                                        client ID, by sites within agencies, who received an
                                                                                                                                        issuance or returned special formula during the
                                                                                                                                        reporting month. The date the formula was
                                                                                                                                        issued/returned, the code noting the transaction, the
                                                                                                                                        type of formula and unit of measure, the authorized
                                                                                                                                        representative who received the formula and the worker
                                                                                                                                        responsible for the transaction are also included.
264
      12.9.58                               FL 12.78    Client Type & Status Update Report (14L1)             Yes            Met        WIC14L1 is a summary of client records that have been
                                                                                                                                        automatically updated by the WIC application and is a
                                                                                                                                        compilation of the following reports: WIC07 Pending to
                                                                                                                                        Terminated Update (Pending for 90 days), WIC08
                                                                                                                                        Current to Overdue Update (Cert End Date within the
                                                                                                                                        last 30 days), WIC09 Overdue to Terminated Update
                                                                                                                                        (Cert End Date is more than 30 days in the past),
                                                                                                                                        WIC10 Termination of Children 5 Years Old, WIC11
                                                                                                                                        Termination of Breastfeeding Clients 1 Year after Actual
                                                                                                                                        Delivery Date (ADD), and WIC12 Termination of
                                                                                                                                        Postpartum Clients 6 Months after Actual Delivery Date
265                                                                                                                                     (ADD).




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           A             B            C          D                               E                                 F              G                                       H                                                I                                J
                                                                                                                                                                                                            Offeror Response:             If modification is required:
                                                                                                                           Current                                                                          0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                           System                                                                           1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                              In Current   Requirement                                                                      2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                               System?      Status           Comments                                                        3 = in base product           4 = High (>161 hrs)
 2 12.0                                                 Management Reporting
    12.9.59                                 FL 12.79    Purged Food Instrument Records Report (17)                Yes            Met        The Purged Food Instrument Records Report lists all
                                                                                                                                            the food instrument records purged by WIC16 from the
                                                                                                                                            WIC data system. Food instrument information is
                                                                                                                                            retained in the WIC system for 6 months from issue
                                                                                                                                            date for online, void, and batch food instruments.
266
267 12.10                                               On-Line
     12.10.1                                FL 12.80    Current Non-Participating Client Report (WIC 130L1)       Yes            Met        The report lists clients who have been fully certified,
                                                        (on demand)                                                                         excluding clients in a temporary certification status, and
                                                                                                                                            who are no longer actively participating in the WIC
                                                                                                                                            program. In other words, these clients are not picking
                                                                                                                                            up their food instruments on a regular basis. Clients on
                                                                                                                                            this list must have a consent to contact of „Y‟ and must
                                                                                                                                            not be scheduled for an appointment on a future date.
                                                                                                                                            Clients must not have received checks with a first day to
                                                                                                                                            use date within the 40 days prior to the report run date.
                                                                                                                                            Children must be younger than 4 years, 11 months.
                                                                                                                                            Breastfeeding women must be currently breastfeeding
                                                                                                                                            with an Actual Delivery Date less than 9 months in the
                                                                                                                                            past from the report run date. Postpartum women must
                                                                                                                                            have an Actual Delivery Date less than three months in
                                                                                                                                            the past from the report run date. All pregnant women
                                                                                                                                            and infants with a current certification status who pass
                                                                                                                                            all the edits will be listed.

268
      12.10.2                               FL 12.81    Overdue Non-Participating Client Report (WIC 131L1)       Yes            Met        The report lists clients whose last certification has been
                                                        (on demand)                                                                         updated to „O‟ for overdue by the WIC data system
                                                                                                                                            because the certification end date falls within the last 30
                                                                                                                                            days. This list is edited so that only those clients eligible
                                                                                                                                            for recertification will be listed. Clients on this list must
                                                                                                                                            have a consent to contact of „Y‟ and must not be
                                                                                                                                            scheduled for a recertification appointment on a future
                                                                                                                                            date. Clients must not have received checks with a first
                                                                                                                                            day to use date within the 40 days prior to the report run
                                                                                                                                            date. Children must be younger than 4 years, 11
                                                                                                                                            months. Breastfeeding women must be currently
                                                                                                                                            breastfeeding with an Actual Delivery Date less than 9
                                                                                                                                            months in the past from the report run date. Postpartum
                                                                                                                                            women must have an Actual Delivery Date less than
                                                                                                                                            three months in the past from the report run date. All
                                                                                                                                            pregnant women and infants with a certification status
                                                                                                                                            reason of „ODC‟ will be listed.
269




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           A             B            C          D                               E                        F              G                                       H                                                I                                J
                                                                                                                                                                                                   Offeror Response:             If modification is required:
                                                                                                                  Current                                                                          0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                  System                                                                           1 = Customization required,   2 = Low (9 - 80 hrs)
                                                                                                     In Current   Requirement                                                                      2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                      System?      Status           Comments                                                        3 = in base product           4 = High (>161 hrs)
 2 12.0                                                 Management Reporting
    12.10.3                                 FL 12.82    T30 Client Listing Report Request (7R)           Yes            Met        The report lists persons without all the documentation
                                                        (overnight production)                                                     needed to prove eligibility, who would otherwise qualify
                                                                                                                                   for the program, and for whom a temporary certification
                                                                                                                                   (T30) was created. T30 provides the client with one-
                                                                                                                                   month of food instrument issuance and a 30-day grace
                                                                                                                                   period in which she/he can collect the necessary
                                                                                                                                   documentation and return it to the WIC office. The
                                                                                                                                   certification status is „C‟ for current, the status reason is
                                                                                                                                   T30 and the certification end date reflects a date 30
                                                                                                                                   days from the certification date. When the eligibility
                                                                                                                                   documentation is provided, the client becomes fully
                                                                                                                                   certified. Current production is overnight.

270
      12.10.4                               FL 12.83    Client Service Appointment Report (6R)           Yes            Met        The Client Service Appointment Report provides a list
                                                        (overnight production)                                                     of clients scheduled for a WIC service on a specific
                                                                                                                                   date. Date range is required. Staff may request this
                                                                                                                                   information by date range in 1 to 14-day increments
                                                                                                                                   either before the current date or after the current date.
                                                                                                                                   They may also request more than one 14-day period on
                                                                                                                                   the same day. This information, sorted by appointment
                                                                                                                                   time, provides pertinent client information that allows
                                                                                                                                   staff to run their clinics in a more efficient manner. The
                                                                                                                                   WIC data system retains six months of appointment
                                                                                                                                   information. This information provided on this report is
                                                                                                                                   described in detail in the Field Descriptions section.
                                                                                                                                   Current production is overnight.
271
      12.10.5                               FL 12.84    Client Appointment No-Show Report (118AL1)       Yes            Met        The WIC Client Appointment No-Show Report provides
                                                        (overnight production)                                                     a list of clients that did not keep their appointments. All
                                                                                                                                   client appointments are updated each night by batch
                                                                                                                                   report, WIC86. In the process of updating the
                                                                                                                                   appointments, this batch program runs a number of
                                                                                                                                   edits on the client information. The end result is that all
                                                                                                                                   client names that are printed on the No-Show report are
                                                                                                                                   clients that should be contacted by WIC staff for
                                                                                                                                   rescheduling an appointment. The report is sorted by
                                                                                                                                   services and provides all the pertinent client information
                                                                                                                                   necessary for outreach. Current production is overnight.

272




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           A             B            C          D                              E                             F              G                                     H                                              I                                    J
                                                                                                                                                                                                   Offeror Response:                 If modification is required:
                                                                                                                      Current                                                                      0 = Cannot support,               1 = Trivial effort (<8 hrs)
                                                                                                                      System                                                                       1 = Customization required,       2 = Low (9 - 80 hrs)
                                                                                                         In Current   Requirement                                                                  2 = Configurable,                 3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                          System?      Status           Comments                                                    3 = in base product               4 = High (>161 hrs)
 2 12.0                                                 Management Reporting
    12.10.6                                 FL 12.85    Void, Deleted, Alignment & Non-Negotiable FDIN       Yes            Met        The Void, Deleted, Alignment and Non-Negotiable Food
                                                        Report (1A)                                                                    Instrument Report provides a complete record of the
                                                        (overnight production)                                                         disposition of each food instrument number within a
                                                                                                                                       requested series identified as voided, deleted or non-
                                                                                                                                       negotiable. Using this information along with issuance
                                                                                                                                       records, the local agency has the ability to track each
                                                                                                                                       food instrument within a box, both issued and unissued.
                                                                                                                                        Information may be requested by date range or by food
                                                                                                                                       instrument range. The food instruments will be sorted
                                                                                                                                       in numerical order. This report was designed to provide
                                                                                                                                       documentation of the last transaction on all voided,
                                                                                                                                       deleted, and non-negotiable food instruments and to
                                                                                                                                       provide an efficient way for agency staff to document
                                                                                                                                       the destruction procedure. The date the food
                                                                                                                                       instruments was issued, the date of the last transaction,
                                                                                                                                       and the worker ID responsible for the last transaction is
                                                                                                                                       provided. The check type and the client type are also
                                                                                                                                       provided, when appropriate. Current production is
                                                                                                                                       overnight.
273
274
275
276                                                                                                                                    12.0 Management Reporting Summary
277                                                                                                                                     Requirements met by vendor (2,3)                                                         0
278                                                                                                                                     Requirements not met by vendor (0,1)                                                     0
279                                                                                                                                     Modifications required
280                                                                                                                                       Trivial (1)                                                                            0
281                                                                                                                                       Low (2)                                                                                0
282                                                                                                                                       Medium (3)                                                                             0
283                                                                                                                                       High (4)                                                                               0
284                                                                                                                                     Modification Score                                                                       0
285
286
287
288




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           A               B          C          D                                E                                F             G                                    H                                            I                                    J
                                                                                                                                                                                                    Offeror Response:                 If modification is required:
                                                                                                                           Current                                                                  0 = Cannot support,               1 = Trivial effort (<8 hrs)
                                                                                                                           System                                                                   1 = Customization required,       2 = Low (9 - 80 hrs)
                                                                                                              In Current   Requirement                                                              2 = Configurable,                 3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # FReD v2.0 # Florida #   Requirement Description                               System?      Status          Comments                                                 3 = in base product               4 = High (>161 hrs)
 2 13.0                                                 Customer Service
   13.1            7.3                                  Monitor Customer Service for Participants,
 3                                                      Vendor and Providers
                     7.3.1                               Receive and Route WIC Customer Service Calls to
 4                                                       provide client, user and retail support
 5                       7.3.1.1                           Input service requested code into data store           N/A           N/A        N/A - not required to support current business process
                         7.3.1.2                           Answer call and provide recorded message or            N/A           N/A
 6                                                         accept caller input to menu choices                                             N/A - not required to support current business process
                         7.3.1.3                           Assign appropriate call type based on caller input     N/A           N/A
 7                                                         to menu                                                                         N/A - not required to support current business process
 8                       7.3.1.4                           Update data store                                      N/A           N/A        N/A - not required to support current business process
                         7.3.1.5                           Determine appropriate customer service                N/A            N/A
 9                                                         representative based on menu input                                              N/A - not required to support current business process
                         7.3.1.6                           Determine queue size of appropriate customer          N/A            N/A
 10                                                        service representatives                                                         N/A - not required to support current business process
 11                      7.3.1.7                           Determine routing disposition                         N/A            N/A        N/A - not required to support current business process
 12                  7.3.2                               Track Call Outcomes
                       7.3.2.1                             Accept customer service representative input          N/A            N/A
 13                                                                                                                                        N/A - not required to support current business process
 14                      7.3.2.2                           Route call to next level of escalation                N/A            N/A        N/A - not required to support current business process
 15                      7.3.2.3                           Update problem resolution data in data store          N/A            N/A        N/A - not required to support current business process
                         7.3.2.4                           Generate screen display or report of customer         N/A            N/A
 16                                                        service calls and outcomes                                                      N/A - not required to support current business process
 17 13.2           7.4                                  Provide Survey Capability
     13.2.1          7.4.1                               Monitor Participants‟ Views of WIC Program
 18                                                      Services
       13.2.1.1          7.4.1.1                           Design survey instrument for type of customer          No          Not Met
                                                           and services received and update data stores
 19
       13.2.1.2          7.4.1.2                           Accept user entered survey results and update in       No          Not Met
 20                                                        data stores
 21    13.2.1.3          7.4.1.3                           Generate analyses of survey responses                  No          Not Met
       13.2.1.4          7.4.1.4                           Generate screen display or report of customer          No          Not Met
 22                                                        survey opinions
 23    13.2.1.5    11.7                                 Monitor Farmer's Market Survey from Participants          No          Not Met
 24
 25                                                                                                                                        13.0 Customer Service Summary
 26                                                                                                                                         Requirements met by vendor (2,3)                                                      0
 27                                                                                                                                         Requirements not met by vendor (0,1)                                                  0
 28                                                                                                                                         Modifications required
 29                                                                                                                                           Trivial (1)                                                                         0
 30                                                                                                                                           Low (2)                                                                             0
 31                                                                                                                                           Medium (3)                                                                          0
 32                                                                                                                                           High (4)                                                                            0
 33                                                                                                                                         Modification Score                                                                    0
 34
 35



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           A             B           D                               E                                   F             G                                       H                               I                                J
                                                                                                                                                                                Offeror Response:             If modification is required:
                                                                                                                 Current                                                        0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                                 System                                                         1 = Customization required,   2 = Low (9 - 80 hrs)
                                FReD                                                                In Current   Requirement                                                    2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # v2.0 #     Requirement Description                                  System?      Status          Comments                                       3 = in base product           4 = High (>161 hrs)
 2 14.0                                    Non-functionals
 3 14.1                                    Product Qualities
 4  14.1.1                                  Usability
                                              The proposed system shall enable new users to
                                              learn and use applicable system functions given
 5     14.1.1.1                               three days of system training                             No          Not Met

                                             The proposed system shall provide users with
                                             accurate, complete, and functional
                                             documentation, including contextual help and
                                             reference documentation for the front and back
                                             office functions. All documentation shall be
                                             capable of easy modification to reflect changes in
                                             business process, functionality, and technical and
 6     14.1.1.2                              other requirements                                         Yes           Met
 7    14.1.2                                Configurability
                                             The proposed system shall enable authorized
                                             users to add or change business rules without the
 8     14.1.2.1                              need for additional programming                            Yes           Met
                                             The system shall enable authorized users to add
                                             or change workflows without the need for
  9    14.1.2.2                              additional programming                                     No          Not Met
 10   14.1.3                                Performance
                                             The proposed system shall provide equivalent or                                     See Tab Reference Items -
                                             better response time than the current WIC Data                                      Business Hours and Response Time Performance
                                             System (local site to application and return).                                      Requirements
                                             These response time metrics should be achieved
                                             under the workloads from the number of users
                                             (1,508), monthly client participation (527,029),
                                             and monthly food instruments issued (1,422,978)
 11    14.1.3.1                              projected in FFY 2013 shall complete all off-line
                                             The proposed system                                        Yes           Met
                                             and back office processing in allotted timeframes.                                  See Tab Reference Items -
                                              This processing should be achieved under the                                       Business Hours and Response Time Performance
                                             workloads from the projected number of users                                        Requirements
                                             (1,508), monthly client participation (527,029),
                                             and monthly food instruments issued (1,422,978)
 12    14.1.3.2                              in FFY 2013                                                Yes           Met
                                             The proposed system shall enable the timely
                                             realization of the productivity and process
                                             improvement benefits from time savings,
                                             information sharing, and collaboration identified in
                                             the Implementation Advance Planning Document
 13    14.1.3.3                              Cost-Benefit Analysis                                      No          Not Met
 14   14.1.4                                Availability




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           A             B           D                               E                                 F             G                                       H                                I                                J
                                                                                                                                                                               Offeror Response:             If modification is required:
                                                                                                               Current                                                         0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                               System                                                          1 = Customization required,   2 = Low (9 - 80 hrs)
                                FReD                                                              In Current   Requirement                                                     2 = Configurable,             3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # v2.0 #     Requirement Description                                System?      Status          Comments                                        3 = in base product           4 = High (>161 hrs)
 2 14.0                                    Non-functionals
                                              The proposed system shall be 100 percent                                         See Tab Reference Items -
                                              available to support the front office operations of                              Business Hours and Response Time Performance
                                              Florida WIC during the following business hours:                                 Requirements
                                              Monday through Thursday, 7:00am - 8:00pm
                                              (EST), Friday, 7:00am - 7:00pm (EST), Saturday,
 15    14.1.4.1                               8:00am - 5:00pm (EST)                                   Yes           Met
                                              The proposed system shall be 100 percent                                         See Tab Reference Items -
                                              available to support the off-line and back office                                Business Hours and Response Times Performance
                                              operations of Florida WIC during the following                                   Requirements
                                              hours: Monday through Thursday 8:30pm -
                                              6:30am (EST), Friday 7:30pm - 7:30am (EST),
                                              Saturday 5:30pm - Monday 6:30am (EST)
 16    14.1.4.2                                                                                       Yes           Met
 17   14.1.5                                Scalability
                                              The proposed system shall provide the ability to
                                              grow larger in cost-effective increments with
                                              minimal impact on the unit cost of business and
                                              limited procurement of additional hardware,
 18    14.1.5.1                               software, or services                                   Yes           Met
 19   14.1.6                                Business Connectivity
                                              The proposed system shall use Florida
                                              Department of Health and other common
                                              protocols to readily exchange data with related
                                              systems. Connectivity should be easily
                                              configured and maintained with minimal
 20    14.1.6.1                               programming assistance                                   No         Not Met
                                              The proposed system shall provide the controls
                                              and functions necessary to ensure data are
                                              accurate, consistent, and complete across all
 21    14.1.6.2                               system operations                                        No         Not Met
 22 14.2                                   Development Qualities/Constraints
 23 14.2.1                                  Maintainability
                                              The proposed system shall provide the controls,
                                              functions, tools, and processes necessary for the
 24    14.2.1.1                               timely diagnosis and resolution of defects              Yes           Met
 25   14.2.2                                Flexibility
                                              The proposed system shall provide the controls,
                                              functions, tools, and processes necessary for the
                                              timely modification of the software to
 26    14.2.2.1                               accommodate changed requirements                        Yes           Met
 27   14.2.3                                Extensibility
                                              The proposed system shall provide the controls,
                                              functions, tools, and processes necessary for the
                                              timely replacement of existing modules and
                                              addition of new functionality while minimizing the
 28    14.2.3.1                               impact to existing system functions                      No         Not Met




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           A             B           D                              E                               F             G                                       H                    I                                J
                                                                                                                                                                Offeror Response:             If modification is required:
                                                                                                            Current                                             0 = Cannot support,           1 = Trivial effort (<8 hrs)
                                                                                                            System                                              1 = Customization required,   2 = Low (9 - 80 hrs)
                                FReD                                                           In Current   Requirement                                         2 = Configurable,             3 = Medium (81 - 160 hrs)
  1 Master #       FReD, v1.0 # v2.0 #     Requirement Description                             System?      Status          Comments                            3 = in base product           4 = High (>161 hrs)
  2 14.0                                   Non-functionals
 29    14.2.3.2                               The proposed system shall be WIC EBT ready            No         Not Met
 30 14.2.4                                  Compatibility
                                              The proposed system shall fully operate with the
                                              standard equipment and software specified in the
 31    14.2.4.1                               Florida DOH IT equipment and software standards      Yes           Met
 32   14.2.5                                Legal and Regulatory Compliance
                                              The proposed system shall provide the controls,
                                              functions, tools, and processes necessary to
                                              comply with the Florida‟s Public Records Law,
 33    14.2.5.1                               Title X, Chapter 119, Florida Statutes               Yes           Met
                                              The proposed system shall provide the controls,
                                              functions, tools, and processes necessary to
                                              protect the confidentiality of WIC Program
                                              information and comply with 7 CFR Part 246,
 34    14.2.5.2                               Section 246.26                                       Yes           Met

                                              The proposed system shall be accessible to
                                              persons with disabilities, including employees and
                                              members of the public, per Section 508 of the
                                              Rehabilitation Act of 1973, as amended, and 29
                                              U.S.C. Part 794d, including the regulations set
 35    14.2.5.3                               forth under 36 C.F.R. part 1194                      No          Not Met
                                              The proposed system shall comply with all                                     See Tab Reference Items -
                                              applicable Department of Health Division of                                   Application Development Standards
                                              Information Technology Application Development
 36    14.2.5.4                               Standards                                            No          Not Met
 37   14.2.6                                System Security
                                              The proposed system shall provide the controls,
                                              functions, tools, and processes necessary to
                                              prevent unauthorized access to the system, data,
                                              processes, and network connections, and
                                              manage the appropriate and lawful access and
                                              use of the system, including the transmission of
 38    14.2.6.1                               protected client data                                Yes           Met
                                              The proposed system shall successfully pass the
                                              current software security scan of the Florida DOH
 39    14.2.6.2                               IT division                                          No          Not Met
                                            Florida Department of Health Information
 40   14.2.7                                Security and Privacy Policy
                                              The proposed system shall provide the controls,
                                              functions, tools, and processes necessary to
                                              comply with the Florida Department of Health
 41    14.2.7.1                               Information and Security Policy                      Yes           Met
 42   14.2.8                                Robustness




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           A             B           D                              E                                 F             G                                       H                        I                                    J
                                                                                                                                                                      Offeror Response:                 If modification is required:
                                                                                                              Current                                                 0 = Cannot support,               1 = Trivial effort (<8 hrs)
                                                                                                              System                                                  1 = Customization required,       2 = Low (9 - 80 hrs)
                                FReD                                                             In Current   Requirement                                             2 = Configurable,                 3 = Medium (81 - 160 hrs)
 1 Master #        FReD, v1.0 # v2.0 #     Requirement Description                               System?      Status          Comments                                3 = in base product               4 = High (>161 hrs)
 2 14.0                                    Non-functionals
                                              The proposed system shall provide the controls,
                                              functions, tools, and processes necessary to
                                              avoid, handle, and recover from error, boundary,
                                              and related conditions, while maintaining normal
 43    14.2.8.1                               operation of the system                                Yes           Met
 44   14.2.9                                Portability
                                              The proposed system shall provide the ability to
                                              move the application to different platforms or
 45    14.2.9.1                               operating systems                                      No          Not Met
 46
 47                                                                                                                           14.0 Non-functional Summary
 48                                                                                                                            Requirements met by vendor (2,3)                                     0
 49                                                                                                                            Requirements not met by vendor (0,1)                                 0
 50                                                                                                                            Modifications required
 51                                                                                                                              Trivial (1)                                                        0
 52                                                                                                                              Low (2)                                                            0
 53                                                                                                                              Medium (3)                                                         0
 54                                                                                                                              High (4)                                                           0
 55                                                                                                                            Modification Score                                                   0
 56
 57
 58
 59




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         A                   B                       C             D              E                                   F            G           H           I            J         K
                                            Response Time Performance Requirements                                                                  Florida WIC Data System
                                                                                                                                            Back Office and Off-line processing Hours
 1                                                                                                                                                        (Eastern Time)

 2                                                                Response Time (percent of transactions)                                          Start                    End
 3             Business Hours                  1 second or less     3 seconds or less   5 seconds or less   less than 10 seconds         Day           Hour       Day         Hour
               Monday - Thursday                      82%                  95%                 98%                 100%                  Monday        8:30pm     Tuesday         6:30am
  4            7:00am - 8:00pm
  5            Friday - 7:00am - 7:00pm               92%                  98%                 99%                 100%                  Tuesday       8:30pm     Wednesday     6:30am
  6            Saturday - 8:00am - 5:00pm             99%                 100%                100%                 100%                  Wednesday     8:30pm     Thursday    6:30am
  7                                                                                                                                      Thursday      8:30pm     Friday      6:30am
  8                                                                                                                                      Friday        7:30pm     Saturday    6:30am
  9                                                                                                                                      Saturday      5:30pm     Monday      6:30am
 10
 11            Florida Department of Health Division of Information Technology Application Development Standards (excerpt)
 12
 13
 14
 15               Document
 16
 17




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Reference Items                                                                                                                                    Page 93

				
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posted:4/13/2011
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Description: Florida Appeal Template document sample