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					Software Selection Requirements
Instructions
Introduction
This template is designed to provide a format for consistent RFP distribution to multiple software suppliers, thus facilitating uniform supplier responses. The
template is to be used as a guideline only. Individual requirements may be easily eliminated and additional requirements added as deemed appropriate for the
organization.
Reading through the instructions prior to any modification is extremely important for the accurate recording of supplier responses.
Once complete, vendor answers will be totaled and summarized in a table format on the 'Comparison' tab and in a graphical format on the 'Graphical Summary'
tab. These reports are designed for high level review and evaluation. If used properly, the template will calculate the overall vendor point level and percentage,
as well as the point value and percentage of the individual sections.


Vendor General Info Tab
Once the vendor inputs the 'Vendor Abbreviation' field, the template will self populate the vendor's name throughout tab headers and the reporting tabs. This field
is limited to eight characters to allow for graphical output. Budgetary information will also be transferred to the 'Comparison' and 'Graphical Summary' tabs for
review.

Vendor Functionality Tab
Prior to vendor distribution, the internal selection team must review each question and determine the priority level of the function. These priority levels are listed
below and within a note field on the table's header. Should the question not be applicable to your organization, simply selection a '0' from the drop down input
guide. If the '0' is selected, the question will not be used in comparison calculations. There is no need to delete rows using this rating method, although it may be
done if desired.

Additional, company specific functionality requirements are available for entry in the last section of this template. Additional rows may be added into the
spreadsheet by using an insert and copy process to copy the cell formats and formulas from the row immediately proceeding the newly added requirement.
Please note that to retain the preconfigured formulas, additional rows must NOT be added in the first or last question of the individual sections.

Priority Levels
The priority level is to be completed by the organization seeking software . This response will be utilized in calculating a weighted average response to each
question. The available selection criteria are broken down into four levels corresponding to the organization's individual needs.

Required Data Input for Response Criteria
                          Not Applicable to Organization      =   0
                Possible Usage Feature or Wish List Item      =   1
                                        Desired Feature       =   2
                         Required or Must Have Feature        =   3


                                                                                                                                               Page 1 of 29
                                                                                                       a42f91e6-bcf9-49f4-9803-20112a83df49.xls - Instructions
Note: There are hidden columns to calculate and store the weighted average. Users of this document must take caution when modifying or deleted
cells in the spreadsheets.

Response Scores
The response score is to be completed by the software suppliers . Supplier responses are broken down into four levels. Responses will be used to calculate
individual weighted average responses, as well as the overall supplier response. Should the supplier to enter in additional information, a comment field is
available per question, per supplier.

Required Data Input for Response Criteria
                 Product Does Not Meet Requirement        =        No           =   0
                         Third Party Interface Required   =    Third Party      =   1
           Customization or Additional Costs Required     =     Custom          =   2
                           Product Meets Requirement      =        Yes          =   3




                                                                                                                                         Page 2 of 29
                                                                                                 a42f91e6-bcf9-49f4-9803-20112a83df49.xls - Instructions
Functional Categories
Functional areas are used to calculate supplier responses by departmental needs. Each requirement has a main departmental listing and potentially a
secondary description levels.

Vendor Comparison Tab
This table will self populate based on the five vendor responses. The individual vendor names will be automatically populated based on the vendor abbreviations
given on each 'General Info' tab supplied by the potential suppliers. There is no need to modify data on this spreadsheet, as the data will feed from the
functionality and individual vendor detail tabs.

Graphical Summary Tab

The graphs will self populate based on the five vendor responses and will correspond to the data already displayed in the 'Vendor Comparison' tab. The
individual vendor names will be automatically populated based on the vendor abbreviations given on each 'General Info' tab supplied by the potential suppliers.

Graphs Include
Functional Area Breakout by Question                       Individual Graphs by Functional Area
Overall Vendor Response by Percentage Score
Summarized Vendor Response by Functional Area




                                                                                                                                           Page 3 of 29
                                                                                                   a42f91e6-bcf9-49f4-9803-20112a83df49.xls - Instructions
Software Selection Requirements
Beacon General Information

Vendor Information
Full Company Name                 Synergy Software Technologies, Inc.
Company Abbreviation (Required)   Beacon
Street Address                    66 Pearl Street
City                              Essex Junction
State                             Vermont
Zip Code                          05452
Country                           United States

Telephone Number                  802-878-8514
Toll Free Number                  800-294-8514
Fax Number                        802-288-9504

Website                           www.synergysw.com

Year Founded                      1992
Developer or Reseller             Synergy Software Technologies, Inc.
Year of First Software Release    2002
Install Base

Contact Information
Contact Name                      Timothy Riley
Contact Title                     Sales
Contact Phone Number              802-878-8514 ext. 60
Contact E-Mail Address            triley@synergysw.com




                                                                                                            Page 4 of 29
                                                                        a42f91e6-bcf9-49f4-9803-20112a83df49.xls - Synergy
Software Selection Requirements
1stCall  General Information

Vendor Information
Full Company Name                 Community TechKnowledge, Inc.
Company Abbreviation (Required)   1stCall
Street Address                    9005 Mountain Ridge Dr., Ste 100
City                              Austin
State                             TX
Zip Code                          78759
Country                           United States

Telephone Number                  512-345-9090
Toll Free Number                  877-441-2111
Fax Number                        512-345-9091

Website                           www.communitytech.net

Year Founded                      1997
Developer or Reseller             Community TechKnowledge, Inc.
Year of First Software Release    CTK's flagship porduct the Online Data Manager was released in 1999 and
Install Base                      CTK has over 250 clients within the US and UK including two state-wide 2-1-1

Contact Information
Contact Name                      Jessica Martinez
Contact Title                     Senior Territory Manager
Contact Phone Number              877-441-2111
Contact E-Mail Address            jmartinez@communitytech.net




                                                                                                                                   Page 5 of 29
                                                                                                  a42f91e6-bcf9-49f4-9803-20112a83df49.xls - CTK
Software Selection Requirements
IRIS     General Information

Vendor Information
Full Company Name                 SunCoast Custom Programming and Web Design
Company Abbreviation (Required)   IRIS
Street Address                    P.O. Box 11233
City                              Charlotte
State                             NC
Zip Code                          28220
Country                           United States

Telephone Number                  704-525-9771
Toll Free Number                  800-335-8817
Fax Number                        704-672-9963

Website                           www.suncoastprograms.com

Year Founded                      2000
Developer or Reseller             Developer
Year of First Software Release    1994
Install Base                      1300+

Contact Information
Contact Name                      Deb Petty
Contact Title                     Sales Director
Contact Phone Number              (704) 525 - 9771
Contact E-Mail Address            debbie@suncoastprograms.com




                                                                                                                     Page 6 of 29
                                                                               a42f91e6-bcf9-49f4-9803-20112a83df49.xls - SunCoast
Software Selection Requirements
Refer    General Information

Vendor Information
Full Company Name                 RTM Designs
Company Abbreviation (Required)   Refer
Street Address                    172 Highlands Square Dr., Ste 301
City                              Hendersonville
State                             NC
Zip Code                          28792
Country                           United States

Telephone Number                  888-933-5052
Toll Free Number                  888-933-5052
Fax Number                        828-697-5808

Website                           www.refersoftware.com

Year Founded                      1994
Developer or Reseller             RTM Designs
Year of First Software Release    1995
Install Base                      Over 1500 cutomers worldwide

Contact Information
Contact Name                      Ed Toomey
Contact Title                     Windows System Manager
Contact Phone Number              888-933-5052
Contact E-Mail Address            rtmdesigns@msn.com




                                                                                                                 Page 7 of 29
                                                                      a42f91e6-bcf9-49f4-9803-20112a83df49.xls - RTMDesigns
Software Selection Requirements
VL / TS  General Information

Vendor Information
Full Company Name                 VisionLink, Inc. / Terida Systems
Company Abbreviation (Required)   VL / TS
Street Address                    3050 Broadway, Ste. 201
City                              Boulder
State                             CO
Zip Code                          80304
Country                           United States

Telephone Number                  303-402-0171
Toll Free Number                  877-876-5465
Fax Number                        303-402-0169

Website                           www.visionlink.org, www.terida.com

Year Founded                      1991
Developer or Reseller             Developer
Year of First Software Release    1996
Install Base                      VisionLink has 40 regional or statewide clients with a population base in exceed of 20 million.
                                  Terida Systems has a worldwide clients with a population base in exceed of 20 million.
Contact Information
Contact Name                      Dr. W. Douglas Zimmerman
Contact Title                     President
Contact Phone Number              303 402 0170
Contact E-Mail Address            solutions@visionlink.org

                                  David Gillman
                                  Terida Systems, President
                                  (416)458-9680
                                  davidgillman@terida.com




                                                                                                                                       Page 8 of 29
                                                                                                a42f91e6-bcf9-49f4-9803-20112a83df49.xls - VisionLink
Software Selection Requirements
                                                                                                                                                                                                                                                                            2/8/04


Functionality Response by Vendor

 Project Team Requirement Listing                                          Beacon Response                                          1stCall Response                       IRIS Response                           Refer Response                      VL / TS Response
                                               Project                                                                                                                                                   Vend
                                               Team's                                                                                                                                                     or
       Functional Requirement                  Priority   Beacon                       Comment                            1stCall            Comment                IRIS          Comment                Weigh   Refer      Comment        VL / TS              Comment

                                                                                                                     Technology and Infrastructure



                                                                                                                                                                           IRis For The Web:
                                                                                                                                                                           Resources data (service
                                                                                                                                                                           provider information) is
                                                                                                                                                                           uploaded to the Internet
                                                                                                                                                                           for interactive I&R/A
                                                                                                                                                                           search options. IRis is not
                                                                                                                                                                           fully web-based solution.
                                                                   AgingNetwork.com is the web portal for all
                                                                                                                                    The entire FirstCallNet ODM            The IRis
                                                                   Synergy products, and it is used by 75 agencies
Software vendor must provide a web-based                                                                                            system, including reporting            Software Products include
                                                  3         3      and 1,300 users nationwide. Beacon will reside           3                                        3                                     9                                   3     Yes
application                                                                                                                         and design tools are entirely          IRis 3.0, a client/server
                                                                   on AgingNetwork.com, offering remote access to
                                                                                                                                    web-based.                             solution, and optional
                                                                   all authorized users.
                                                                                                                                                                           web services, such as IRis
                                                                                                                                                                           For The Web, and other
                                                                                                                                                                           optional add-on
                                                                                                                                                                           components, such as
                                                                                                                                                                           Directory On Disk and
                                                                                                                                                                           Publications (for creating
                                                                                                                                                                           Printed



Software vendor must provide a                                     Beacon can be deployed on a 'local' client/server
                                                  3         3                                                               0                                        3     IRis 3.0                        9                                   3     Yes
client/server application                                          basis.


                                                                   Client is able to create a web-based hosting
                                                                   environment for Beacon, taking on the purchase
Software vendor must have ability to allow                         and maintenance costs of servers, Citrix, network
for the purchase and on-site hosting of web-      3         3      engineering, and software/hardware network               0                                        3                                     9                                   3     Yes
based application at the client.                                   requirements. Subscribing to AgingNetwork.com
                                                                   enables clients to avoid these start-up and
                                                                   maintenance costs.


                                                                   ASP functionality is available via
Software vendor must have the ability to                           AgingNetwork.com. The Wisconsin Bureau of                        CTK's entire business model
function as an application service provider       3         3      Long Term Care will subscribe to                         3       is that of an application        3                                     9                                   3     Yes
for web-based application                                          AgingNetwork.com on behalf of all Wisconsin                      service provider.
                                                                   countries beginning in January 2005.


                                                                                                                                                                                                                                                     This version limits encryption and
                                                                   Netscape 3.0 does not support the security, SSL,
                                                                                                                                    CTK suggests using Microsoft                                                                                     disallows use of style sheets. May
Must support minimum browser version                               and data encryption technology specifications of
                                                  3         2                                                               0       Internet Explorer 6.0 or         3                                     9                                   2     therefore conflict with your own
Netscape 3.0                                                       AgingNetwork.com. Testing (and customization)
                                                                                                                                    newer.                                                                                                           requests for security and for
                                                                   will be required to accommodate this browser.
                                                                                                                                                                                                                                                     section 508 / ADA compliance.


                                                                   Internet Explorer 6.0 or higher is required in order
                                                                   to support the security, SSL, and data encryption                CTK suggests using Microsoft
Must support minimum browser version IE
                                                  3         2      specifications of AgingNetwork.com. Testing (and         0       Internet Explorer 6.0 or         3                                     9                                   3     Yes, some issues as above.
4.0
                                                                   customization) will be required to accommodate                   newer.
                                                                   other browser versions.




                                                                                                                                                                                                                                                                   Page 9 of 29
                                                                                                                                                                                                                         a42f91e6-bcf9-49f4-9803-20112a83df49.xls - Functionality
 Project Team Requirement Listing                                          Beacon Response                                             1stCall Response                         IRIS Response                           Refer Response                      VL / TS Response 2/8/04
                                              Project                                                                                                                                                         Vend
                                              Team's                                                                                                                                                           or
       Functional Requirement                 Priority   Beacon                        Comment                               1stCall            Comment                  IRIS          Comment                Weigh   Refer      Comment        VL / TS               Comment

                                                                                                                                                                                                                                                          We actually design for dial-up
                                                                                                                                       While system usage will be                                                                                         bandwidth explicitly so as to
                                                                                                                                       slower than on a high-speed                                                                                        support dial-up, wireless laptops,
Must be able to support dial-up connections      3         3      Dial-up connection is supported.                             3                                          3                                     9                                   3
                                                                                                                                       connection, it is certainly                                                                                        and so as not to consume non-
                                                                                                                                       possible.                                                                                                          profit organization's internal
                                                                                                                                                                                                                                                          bandwidth.


                                                                                                                                       Although CTK is currently
                                                                                                                                       moving towards complete
                                                                  The Beacon application, accessed via                                 Section 508 compliance, any              No cost involved; will be
Must be Section 508 compliant                    3         3      AgingNetwork.com, meets Bobby compliance                     2       efforts towards complete,          2     provided in a planned           6                                   3     As of March 2005
                                                                  standards.                                                           Bobby compliance would                   update
                                                                                                                                       have to be addressed
                                                                                                                                       through customization.




                                                                  The AgingNetwork.com collocation facility follows
                                                                  the best practices for redundancy and security. It
                                                                  provides multiple redundancy for data backup,
                                                                  uninterrupted service, and physical security.                        Uninterrupted power is
                                                                  The data backup process follows a GFS strategy,                      achieved using parallel,
                                                                  in which data is backed up daily, weekly, monthly,                   redundant UPS systems.
                                                                  and a tape is stored offsite in accordance with                      Two 1,500 KW diesel
                                                                                                                                                                                                                                                          Direct connect to 8 national
                                                                  disaster recovery guidelines. AgingNetwork.com                       generators assure power
                                                                                                                                                                                                                                                          internet providers; redundant
                                                                  also provides an additional layer of protection by                   even during extended
                                                                                                                                                                                                                                                          server locations / mirrored servers
                                                                  backing up all updates to the SAMS2000                               blackouts. Connectivity is
Servers must provide redundancy in ASP                                                                                                                                          Two servers, each with                                                    possible at both VisionLink and
                                                                  database to a second backup server. This                             provided through quadruple-
environment (please describe how you meet        2         3                                                                   3                                          2     dual hard drives and            4                                   3     Terida locations. Full redundant
                                                                  procedure ensures that a limited amount of data                      redundant OC-48
this requirement)                                                                                                                                                               processors                                                                server equipment and other
                                                                  may be compromised in the event of a disaster.                       connections and one OC-12
                                                                                                                                                                                                                                                          network equipment with automatic
                                                                  For interrupted service, there is a redundant                        connection. CTK's hosting
                                                                                                                                                                                                                                                          fall-over; full battery and generator
                                                                  backbone to the Internet and triple redundant                        systems are N+1
                                                                                                                                                                                                                                                          capacity.
                                                                  power supply, all backed by 1 megawatt power                         redundant; A 'spare' system
                                                                  generation. For security, the AgingNetwork.com                       allows for quick recovery in
                                                                  collocation facility has state-of-the-art security, fire             the event of a
                                                                  suppression, and off-site storage. The attached                      system failure.
                                                                  Synergy - AgingNetwork.com Service Level
                                                                  Agreement provides in-depth information about
                                                                  AgingNetwork.com.




                                                                                                                                                                                                                                                          Full backup procedures, on and off-
                                                                  See attached Synergy - AgingNetwork.com
Must provide backup policies/procedures          2         3                                                                   3                                          2                                     4                                   3     site storage, encrypted, fire-
                                                                  Service Level Agreement.
                                                                                                                                                                                                                                                          resistant vaults, and more.


                                                                                                                                                                                Backups saved to zip disk                                                 On and off site in fire resistant
                                                                                                                                       In addition to hosting facility
                                                                                                                                                                                and rotated every other                                                   vaults, stored at both VisionLink
Must provide offsite storage for backups                                                                                               backups, a second backup is
                                                                  See attached Synergy - AgingNetwork.com                                                                       week. Current zip disk is                                                 and Terida locations (for multiple
(please describe how you meet this               2         3                                                                   3       performed                          2                                     4                                   3
                                                                  Service Level Agreement.                                                                                      transported offsite and                                                   fall back in case of disaster.) Off
requirement)                                                                                                                           over a secured network link to
                                                                                                                                                                                kept in safekeeping for the                                               site storage is updated weekly;
                                                                                                                                       a remote location nightly.
                                                                                                                                                                                week.                                                                     more often if required.




                                                                                                                                                                                                                                                                      Page 10 of 29
                                                                                                                                                                                                                              a42f91e6-bcf9-49f4-9803-20112a83df49.xls - Functionality
 Project Team Requirement Listing                                         Beacon Response                                        1stCall Response                           IRIS Response                            Refer Response                      VL / TS Response 2/8/04
                                              Project                                                                                                                                                      Vend
                                              Team's                                                                                                                                                        or
       Functional Requirement                 Priority   Beacon                      Comment                           1stCall             Comment                   IRIS          Comment                 Weigh   Refer      Comment        VL / TS               Comment

                                                                                                                                                                                                                                                       As provider for such systems as
                                                                                                                                                                                                                                                       the Arizona statewide integrated 2-
                                                                                                                                                                                                                                                       1-1 and Emergency Response
                                                                                                                                                                                                                                                       System, extensive disaster
                                                                                                                                                                                                                                                       procedures are in place. Recovery
Must provide disaster recovery                                    See attached Synergy - AgingNetwork.com
                                                 2         3                                                             3                                            2                                      4                                   3     process builds from capacity to
policies/procedures                                               Service Level Agreement.
                                                                                                                                                                                                                                                       mirror data and operations to two
                                                                                                                                                                                                                                                       geographically separate locations
                                                                                                                                                                                                                                                       (Colorado and North Carolina.)
                                                                                                                                                                                                                                                       Can also mirror servers to
                                                                                                                                                                                                                                                       Wisconsin.


Software vendors functioning as an ASP                                                                                           CTK's hosting provider SLA is
                                                                  See attached Synergy - AgingNetwork.com                                                                   Do not work with outside
that contract with outside providers must        2         3                                                             3       available for review on                                                     0                                   3     Absolutely willing to do so.
                                                                  Service Level Agreement.                                                                                  providers.
make SLAs available for review.                                                                                                  request.

                                                                                                                                                                                                                                                       Absolutely. We serve 100,000's of
                                                                  AgingNetwork.com supports multiple concurrent
Must support multiple concurrent                                                                                                                                            Allows for unlimited                                                       users every day, with many, many
                                                 3         3      connections well in excess of this minimum             3                                            3                                      9
connections (min 100 users)                                                                                                                                                 number of users.                                                           concurrent sessions in excess of
                                                                  requirement.
                                                                                                                                                                                                                                                       your minimum.


                                                                                                                                                                            IRis 3.0 is designed to be
                                                                                                                                                                            flexible for the end-user,
                                                                                                                                                                            containing many user-
                                                                                                                                                                            defined and custom
                                                                                                                                                                            reporting features. Script
                                                                                                                                                                            files can be easily added
                                                                                                                                                                            which add functionality
                                                                                                                                                                            without affecting the
                                                                                                                                 CTK's Online Data Manager
                                                                                                                                                                            procedure for applying
                                                                                                                                 is developed using HTML and                                                                                           Built off UNIX/Linux environment,
                                                                  Beacon IR and AgingNetwork.com are fully                                                                  update files. Populating
Software must be developed using a                                                                                               PHP and Linux/MySQL as a                                                                                              with the award winning WiTango
                                                                  scalable, and they will meet the expanding                                                                the data in the
flexible/scalable platform (please describe      3         3                                                             3       backend platform. All                3                                      9                                   3     middleware, Apache servers and
                                                                  information management and web access                                                                     client/server application
how you meet this requirement)                                                                                                   technologies were selected                                                                                            PostgreSQL--all enterprise and
                                                                  requirements of the ADRC initiative as they occur.                                                        ensures the data is always
                                                                                                                                 for their scalability and                                                                                             scalable solutions.
                                                                                                                                                                            on hand, and allows for
                                                                                                                                 robustness.
                                                                                                                                                                            the addition of web
                                                                                                                                                                            services for function-
                                                                                                                                                                            specific development. The
                                                                                                                                                                            system can be deployed
                                                                                                                                                                            per location, or may
                                                                                                                                                                            employ a Citrix-type
                                                                                                                                                                            deployment for real-time
                                                                                                                                                                            sharing.



                                                                                                                             Software Features
                                                                  Beacon IR offers user friendly navigation. Among
                                                                  its features are toolbars, rollover bars, dropdown                                                                                                                                   Multiple searching options, multiple
                                                                                                                                                                            Custom programming is
                                                 3         3      menus, accelerator keys, shortcut keys, and tabs       3                                            3                                      9                                   3     languages, easy to read screens,
                                                                                                                                                                            available if needed
                                                                  that enable the user to move easily from field to                                                                                                                                    and more.
                                                                  field.
User friendly navigation
                                                                                                                                                                            IRis 3.0 has not been
                                                                                                                                                                            specifically tested HIPAA
                                                                                                                                                                            compliancy, but we have
                                                                                                                                                                            had no complaints from
                                                                                                                                 More information requested.
                                                                                                                                                                            customers, so to the best
                                                                                                                                 FirstCallNet's flexible
Must comply with HIPAA data length                                Beacon's consumer/client information fields meet                                                          of our knowledge there is
                                                 3         3                                                             3       structure facilitates the ability                                           0                                   3     Yes
requirements                                                      common HIPAA data length requirements.                                                                    nothing to change in IRis
                                                                                                                                 to accommodate most data
                                                                                                                                                                            at this time. In its current
                                                                                                                                 requirements.
                                                                                                                                                                            configuration, HIPAA does
                                                                                                                                                                            not apply to IRis For The
                                                                                                                                                                            Web.




                                                                                                                                                                                                                                                                   Page 11 of 29
                                                                                                                                                                                                                           a42f91e6-bcf9-49f4-9803-20112a83df49.xls - Functionality
 Project Team Requirement Listing                                      Beacon Response                                         1stCall Response                           IRIS Response                            Refer Response                      VL / TS Response 2/8/04
                                           Project                                                                                                                                                       Vend
                                           Team's                                                                                                                                                         or
       Functional Requirement              Priority   Beacon                      Comment                            1stCall             Comment                   IRIS          Comment                 Weigh   Refer      Comment        VL / TS               Comment


                                                                                                                                                                          IRis 3.0 has not been
                                                                                                                                                                          specifically tested HIPAA
                                                                                                                                                                          compliancy, but we have
                                                                                                                                                                          had no complaints from
                                                                                                                               More information requested.
                                                                                                                                                                          customers, so to the best
                                                                                                                               FirstCallNet's flexible
Must comply with HIPAA data value                              Beacon's consumer/client information fields meet                                                           of our knowledge there is
                                              3         3                                                              2       structure facilitates the ability                                           0                                   3     Yes
requirements                                                   common HIPAA data value requirements.                                                                      nothing to change in IRis
                                                                                                                               to accommodate most data
                                                                                                                                                                          at this time. In its current
                                                                                                                               requirements.
                                                                                                                                                                          configuration, HIPAA does
                                                                                                                                                                          not apply to IRis For The
                                                                                                                                                                          Web.



Software must provide the ability to use                       Users may use keystrokes, mouse clicks, and
keystrokes or mouse clicks as part of         3         3      speed keys to navigate throughout the                   3                                            3                                      9                                   3     Yes
navigation                                                     application.
                                                                                                                               CTK designed the
                                                                                                                               FirstCallNet user-interface to
                                                                                                                               be intuitive and easy to use,
                                                                                                                               however, limited graphical
                                                                                                                               images have been used to                                                                                              Yes, although section 508/Bobby
GUI must provide graphic images                                Beacon uses graphic images to represent its                                                                Can be added via custom
                                              3         3                                                              3       accommodate slower Internet-         2                                      6                                   3     compliance constrains this practice
representative of their use                                    features.                                                                                                  programming
                                                                                                                               access speeds. Upon request                                                                                           in some instances.
                                                                                                                               CTK can also additional
                                                                                                                               graphical images although
                                                                                                                               this may require
                                                                                                                               customization.
                                                                                                                               Although CTK is currently
                                                                                                                               moving towards complete
                                                                                                                               Section 508 compliance, any
                                                               Interface meets appropriate Bobby compliance                    modifications to the interface
Interface must be Section 508 compliant       3         3                                                              2                                            2     Need to remove tables            6                                   3     As of March 2005
                                                               requirements.                                                   to meet the more stringent
                                                                                                                               Bobby requirements would
                                                                                                                               have to be addressed
                                                                                                                               through customization.


                                                                                                                               It is our understanding that
                                                                                                                               the ADA only addresses
                                                                                                                               physical and other
                                                                                                                               accessibility issues.
Software must be compliant with American                       The Microsoft platform that supports Beacon is
                                              3         3                                                              3       The internet is the domain of        0     Has not been tested              0                                   3     As of March 2005
Disabilities Act                                               compliant with ADA.
                                                                                                                               Section 508 of the
                                                                                                                               Rehabilitation Act with which
                                                                                                                               CTK is moving towards
                                                                                                                               complete compliance.


                                                               * Beacon is part of an integrated suite of products             FCN provides extensive
                                                                                                                                                                                                                                                     Extensive client (and separate
Must provide case management features to                       which include case management, assessments,                     ability to track and report
                                              3         3                                                              3                                            2     Can be added                     6                                   3     staff) goal tracking by topic, issue,
track "client goals"                                           care plans, client goals, client objectives, and                client goals, as defined by
                                                                                                                                                                                                                                                     and with follow up ticklers.
                                                               outcome measures.                                               your organization


                                                               * Beacon is part of an integrated suite of products             FCN provides extensive
Must provide case management features to                       which include case management, assessments,                     ability to track and report
                                              3         3                                                              3                                            2     Can be added                     6                                   3     Similarly as above.
track "client objectives"                                      care plans, client goals, client objectives, and                client objectives as defined
                                                               outcome measures.                                               by your organization


                                                                                                                               FCN provides extensive                                                                                                You can track service referrals,
Must provide case management features to                                                                                       ability to track and report                                                                                           enrollments, dispositions and much
                                              3         3      Available                                               3                                            3                                      9                                   3
track "client services"                                                                                                        client services as defined by                                                                                         more, depending on your needs
                                                                                                                               your organization                                                                                                     and interests.

                                                               * Beacon is part of an integrated suite of products             FCN provides extensive
Must provide case management features to                       which include case management, assessments,                     ability to track and report                Can be added based on
                                              3         3                                                              3                                            2                                      6                                   3     Yes
track "client assessments"                                     care plans, client goals, client objectives, and                client assessments as                      provided specifications
                                                               outcome measures.                                               defined by your organization




                                                                                                                                                                                                                                                                 Page 12 of 29
                                                                                                                                                                                                                         a42f91e6-bcf9-49f4-9803-20112a83df49.xls - Functionality
 Project Team Requirement Listing                                          Beacon Response                                         1stCall Response                          IRIS Response                           Refer Response                      VL / TS Response 2/8/04
                                               Project                                                                                                                                                     Vend
                                               Team's                                                                                                                                                       or
        Functional Requirement                 Priority   Beacon                       Comment                           1stCall             Comment                  IRIS           Comment               Weigh   Refer      Comment        VL / TS               Comment

                                                                   * Beacon is part of an integrated suite of products             FCN provides extensive
Must provide case management features to                           which include case management, assessments,                     ability to track and report               Can be added via custom                                                   Powerful behavioral indices being
                                                  3         3                                                              3                                           2                                     6                                   3
track "client outcomes"                                            care plans, client goals, client objectives, and                client outcomes as defined by             programming                                                               implemented with next upgrade.
                                                                   outcome measures.                                               your organization



                                                                                                                                                                             Initial intake is
                                                                                                                                                                             accomplished with IRis
                                                                                                                                                                             3.0, the client name is
                                                                                                                                   Data fields for the Initial Call          checked simultaneously in
                                                                                                                                   Information can be defined                IRis and INSITE, the client
Initial call information                          3         3      Available                                               3                                           3                                     9                                   3     Yes
                                                                                                                                   during the implementation                 and referral information is
                                                                                                                                   process                                   collected and then saved
                                                                                                                                                                             to both the IRis and
                                                                                                                                                                             INSITE systems, so they
                                                                                                                                                                             remain in sync.


                                                                                                                                                                                                                                                       Automatic case histories are
Repeat/Multiple call information                  3         3      Available                                               3                                           3                                     9                                   3     generated. One click summaries
                                                                                                                                                                                                                                                       for call operators.

Initial referral information                      3         3      Available                                               3                                           3                                     9                                   3     Yes

                                                                                                                                                                                                                                                       Yes--in fact past referrals are
                                                                                                                                                                             Can be added via custom
Repeat/Multiple referral information              3         3      Available                                               3                                           2                                     6                                   3     automatically summarized for
                                                                                                                                                                             programming
                                                                                                                                                                                                                                                       staff/call operator.

                                                                                                                                                                                                                                                       And all edits are tracked per
Ability to edit call                              3         3      Available                                               3                                           3                                     9                                   3
                                                                                                                                                                                                                                                       HIPAA regulations.

"Call Notes" fields                               3         3      Available                                               3                                           3                                     9                                   3     Yes

                                                                                                                                   CTK can provide ability to
                                                                                                                                                                             Addition of this feature
                                                                   Additional information on the 'certain fields' and              lock fields after data has                                                                                          Need specific field information from
Ability to "lock" certain fields after entry      3         2                                                              2                                           2     would require custom            6                                   2
                                                                   the lock out feature is required.                               been entered as a                                                                                                   you.
                                                                                                                                                                             programming
                                                                                                                                   customization

Non-editable date stamp                           3         3      Available                                               3                                           3                                     9                                   3     Yes
                                                                                                                                   The FirstCallNet system can
                                                                                                                                   contain as many
                                                                                                                                   "organization-defined" fields
User-defined fields                               3         2      Enhancement required                                    2                                           3                                     9                                   3     Yes
                                                                                                                                   as needed, however, these
                                                                                                                                   fields will not be individual
                                                                                                                                   user-specific.


                                                                                                                                   The FirstCallNet system can
                                                                                                                                   contain as many
                                                                                                                                   "organization-defined"                                                                                              Need to discuss your precise
User-defined "mandatory fields"                   3         2      Enhancement required                                    2                                           3                                     9                                   3
                                                                                                                                   mandatory fields as needed,                                                                                         requirements, of course.
                                                                                                                                   however, these fields will not
                                                                                                                                   be individual user-specific.

User-defined fields must include different
                                                  3         2      Enhancement required                                    3                                           3                                     9                                   3     Yes
data types
Data entry in any order without difficulty
                                                  3         3      Available                                               3                                           3                                     9                                   3     Yes
from "mandatory" fields
                                                                                                                                                                                                                                                       We use the term referral
Ability to track "outcome" of referral            3         3      Available                                               3                                           3                                     9                                   3
                                                                                                                                                                                                                                                       disposition.

                                                                                                                                   Although CTK does not have
                                                                                                                                   any preset follow-up flags,
                                                                                                                                                                                                                                                       We use follow up dates, range of
                                                                                                                                   users can run follow-up
Follow-up flags                                   3         3      Available                                               2                                           3                                     9                                   3     dates, and by case manager or
                                                                                                                                   reports or custom
                                                                                                                                                                                                                                                       staff member.
                                                                                                                                   functionality can be added to
                                                                                                                                   act as a flag.
User defined searches                             3         3      Available                                               3                                           3                                     9                                   3     Yes
Ability to search custom fields                   3         2      Enhancement required                                    3                                           3                                     9                                   3     Yes
System standard simple keyword search             3         3      Keyword search capability for Services                  3                                           3                                     9                                   3     Yes




                                                                                                                                                                                                                                                                   Page 13 of 29
                                                                                                                                                                                                                           a42f91e6-bcf9-49f4-9803-20112a83df49.xls - Functionality
 Project Team Requirement Listing                                             Beacon Response                                      1stCall Response                        IRIS Response                           Refer Response                      VL / TS Response 2/8/04
                                                Project                                                                                                                                                  Vend
                                                Team's                                                                                                                                                    or
      Functional Requirement                    Priority   Beacon                      Comment                           1stCall            Comment                 IRIS          Comment                Weigh   Refer      Comment        VL / TS              Comment
System standard multiple criteria search           3          3   Multiple criteria search capability for Services          3                                         3                                    9                                  3    Yes

                                                                                                                                   Although FCN does not
                                                                                                                                                                           Can create a query to
                                                                     This feature will be included in upcoming release             currently function this way it
System standard search by phrase                   3          2                                                            2                                         3     search phrase in Notes          9                                   3     Yes
                                                                     of Beacon.                                                    could be set-up to do so with
                                                                                                                                                                           field
                                                                                                                                   minor modifications

System standard client search by name              3          3      Available                                             3                                         3                                     9                                   3     Yes
System standard search by address                  3          3      Available                                             3                                         2     Can be added                    6                                   3     Yes
System standard call record search                 3          3      Available                                             3                                         3                                     9                                   3     Yes
Software must use AIRS taxonomy
                                                   3          3      Available                                             3                                         3                                     9                                   3     Yes
guidelines

                                                                                                                                                                           Checks call history each
                                                                                                                                   For case management
                                                                                                                                                                           time name is entered into                                                 We have duplication tools currently
Software must check for duplications by                                                                                            duplication checking can be
                                                   3          3      Available                                             3                                         3     a new call record; there is     9                                   2     linked to Social Security Numbers;
client name (if available)                                                                                                         performed from up to three
                                                                                                                                                                           also a routine which                                                      can be easily altered.
                                                                                                                                   field matches.
                                                                                                                                                                           checks for duplicates


                                                                                                                                   For case management
                                                                                                                                                                                                                                                     We have duplication tools currently
Software must check for duplications by                                                                                            duplication checking can be             Can be added with custom
                                                   3          2      Enhancement required                                  3                                         2                                     6                                   2     linked to Social Security Numbers;
address (if available)                                                                                                             performed from up to three              programming
                                                                                                                                                                                                                                                     can be easily altered.
                                                                                                                                   field matches.

                                                                                                                                                                           checks call history each
                                                                                                                                   For case management                     time name is entered into
Software must check for duplications by                                                                                            duplication checking can be             a new call record; there is
                                                   3          3      Available                                             3                                         3                                     9                                   3     Yes
social security number (if available)                                                                                              performed from up to three              also a routine which
                                                                                                                                   field matches.                          checks for duplicate
                                                                                                                                                                           records


                                                                                                                                   Sorting functions have been
                                                                                                                                   identified for implementation
                                                                                                                                   into the product in a future
User defined sorts                                 3          3      Available                                             2                                         3                                     9                                   3     Yes
                                                                                                                                   release. Should it be desired
                                                                                                                                   earlier it could be
                                                                                                                                   accomplished as custom.                 IRis 3.0 can do user-
                                                                                                                                                                           defined searches

                                                                                                                                   Sorting functions have been
                                                                                                                                   identified for implementation
                                                                                                                                   into the product in a future            Sorts by column header in
System defined alpha sort                          3          3      Available                                             2                                         3                                     9                                   3     Yes
                                                                                                                                   release. Should it be desired           list view
                                                                                                                                   earlier it could be
                                                                                                                                   accomplished as custom.


                                                                                                                                   Sorting functions have been
                                                                                                                                   identified for implementation
                                                                                                                                   into the product in a future            Sorts by column header in
System defined date sort                           3          3      Available                                             2                                         3                                     9                                   3     Yes
                                                                                                                                   release. Should it be desired           list view
                                                                                                                                   earlier it could be
                                                                                                                                   accomplished as custom.


                                                                                                                                   FCN does not currently have
                                                                                                                                   any scheduling functionality
Must have ability to schedule staff resources      3          2      Enhancement required                                  2                                         2                                     6                                   3     Yes
                                                                                                                                   but could add that in as
                                                                                                                                   customization.



                                                                                                                                                                           A user-defined field may
                                                                                                                                   FCN does not currently have             be used. Current system
Must have ability to schedule client                                                                                               any scheduling functionality            does not interact with a
                                                   3          2      Enhancement required                                  2                                         2                                     6                                   3     Yes
appointments                                                                                                                       but could add that in as                calendar program, or have
                                                                                                                                   customization.                          a specific scheduling
                                                                                                                                                                           module built-in.




                                                                                                                                                                                                                                                                 Page 14 of 29
                                                                                                                                                                                                                         a42f91e6-bcf9-49f4-9803-20112a83df49.xls - Functionality
 Project Team Requirement Listing                                        Beacon Response                                         1stCall Response                       IRIS Response                           Refer Response                       VL / TS Response 2/8/04
                                            Project                                                                                                                                                   Vend
                                            Team's                                                                                                                                                     or
       Functional Requirement               Priority   Beacon                       Comment                            1stCall            Comment                IRIS          Comment                Weigh   Refer      Comment         VL / TS              Comment
Must have ability to create an agency                                                                                                                                                                                                              Yes (and for any agency in the
                                               3         2      Enhancement required                                     3                                        2                                     6       2                           3
calendar                                                                                                                                                                                                                                           system, as well.)
                                                                                                                                                                        A Query can be created to
Must have ability to create individual
                                               2         2      Enhancement required                                     3                                        3     print a report of scheduled     6       2                           3      Yes
calendars
                                                                                                                                                                        appointments.

                                                                                                                                                                                                                                                   Comes complete with special portal
                                                                Synergy offers this feature through its partnership                                                                                                                                technology that allows you to
Ability to integrate with existing                              with RealChoices.org. Clients are able to                                                                                                                                          integrate one or many modules into
                                               3         3                                                               3                                        2     More info needed.               6       3                           3
website/pages                                                   integrate with a web site, and provide web-based                                                                                                                                   one or many distinct web sites--
                                                                resource searching and publication capabilities.                                                                                                                                   with all security, logging, reporting,
                                                                                                                                                                                                                                                   etc. in tact.


                                                                Synergy offers this feature through its partnership
                                                                                                                                 CTK provides a public                                                                                             Part of our ASP service package.
                                                                with RealChoices.org. Clients are able to
Ability to generate website/pages              2         3                                                               3       interface as a standard part     3     IRis 3.0                        6       2                           3      Software also includes integrated
                                                                integrate with a web site, and provide web-based
                                                                                                                                 of the system.                                                                                                    site builder.
                                                                resource searching and publication capabilities.




                                                                                                                                                                        IRis 3.0 does include a
                                                                                                                                                                        client tracking/case
                                                                                                                                                                        management module and
                                                                                                                                                                        this
                                                                                                                                                                        information can be shared
                                                                                                                                                                        between IRis users (there
                                                                                                                                                                        is a built-in feature
                                                                                                                                                                        for exporting client data;
                                                                                                                                                                                                                                                   And you can save the "templates"
Ability to export user defined data, at a                                                                                                                               the import routine is
                                               3         3      Available in text (report) format.                       3                                        3                                     9       3                           3      of such user defined data, for
minimum, into an MS Excel or text format                                                                                                                                developed per customer).
                                                                                                                                                                                                                                                   repeated use.
                                                                                                                                                                        Sharing this data between
                                                                                                                                                                        different software systems
                                                                                                                                                                        would require custom
                                                                                                                                                                        programming
                                                                                                                                                                        development, such as a
                                                                                                                                                                        bridge program between
                                                                                                                                                                        two (or more)
                                                                                                                                                                        systems



                                                                                                                                 CTK is in the final stages of
                                                                                                                                 offering users the ability to                                                                                     With staff assistance. XML import
Ability to import user defined data, at a                       Data conversion service provided by Synergy on a                                                        File conversion or bridge
                                               3         2                                                               2       automatically import XML         2                                     6       3                           3      and export is, however, completely
minimum, from an MS Excel or text format                        project-specific basis.                                                                                 program needed
                                                                                                                                 compliant user defined                                                                                            client driven.
                                                                                                                                 resource data.


                                                                                                                                 CTK can convert data from
                                                                                                                                 alternate sources for a
                                                                                                                                                                        XML data migration                                                         Depending on the source, may
                                                                Synergy is working to achieve compliancy with the                standard data migration fee.
Must have ability to convert data from                                                                                                                                  capability for Resources                                                   require construction of scripts.
                                               3         3      AIRS Interoperability Initiative. Beacon has the         3       Any data fully compliant with    2                                     6       3                           3
alternate software's and sources                                                                                                                                        data - development in                                                      AIRS XML is included, and does
                                                                ability to convert data from IRis.                               the XML standard can be
                                                                                                                                                                        progress.                                                                  not require any additional scripting.
                                                                                                                                 automatically imported at no
                                                                                                                                 additional cost.


                                                                                                                                                                                                                                                   And we are working with InfoLine
Resource/Provider database must follow                          Synergy is working to achieve compliancy with the
                                                         3                                                               3                                        3                                             3                           3      to build a new, additional "public
AIRS standards                                                  AIRS Interoperability Initiative
                                                                                                                                                                                                                                                   friendly" AIRS taxonomy.


                                                                                                                                                                                                                      Refer offers
                                                                                                                                 FCN does not currently
                                                                Beacon provides this "partial name" search                                                                                                            Google type
                                                                                                                                 provide the ability to do
                                                                feature which allows the user to scan the client,                                                                                                     searches as well             Would require custom
Provide "Soundex" searches                     2         3                                                               2       Soundex searches but that        0                                     0       0                           2
                                                                service, and facilities databases by using the first                                                                                                  as partial word,             programming.
                                                                                                                                 could be done as a
                                                                few letters of a name.                                                                                                                                phrase and Use
                                                                                                                                 customization.
                                                                                                                                                                                                                      Term searches




                                                                                                                                                                                                                                                              Page 15 of 29
                                                                                                                                                                                                                      a42f91e6-bcf9-49f4-9803-20112a83df49.xls - Functionality
 Project Team Requirement Listing                                             Beacon Response                                        1stCall Response                          IRIS Response                          Refer Response                      VL / TS Response 2/8/04
                                                  Project                                                                                                                                                   Vend
                                                  Team's                                                                                                                                                     or
        Functional Requirement                    Priority   Beacon                      Comment                           1stCall            Comment                   IRIS          Comment               Weigh   Refer      Comment        VL / TS              Comment

                                                                                                                           Data Access and Security


                                                                                                                                     IRis 3.0 has not been
                                                                                                                                     specifically tested HIPAA
                                                                                                                                     compliancy, but we have had
                                                                                                                                     no complaints from
                                                                                                                                     customers, so to the best of
                                                                                                                                                                               Has been done for
HIPAA compliant under privacy rules                  3         3      HIPAA compliant                                        3       our knowledge there is              2                                    6       3                           3     Yes
                                                                                                                                                                               Montana AAAs statewide
                                                                                                                                     nothing to change in IRis at
                                                                                                                                     this time. In its current
                                                                                                                                     configuration, HIPAA does
                                                                                                                                     not apply to IRis For The
                                                                                                                                     Web.

                                                                                                                                     IRis 3.0 has not been
                                                                                                                                     specifically tested HIPAA
                                                                                                                                     compliancy, but we have had
                                                                                                                                     no complaints from
                                                                                                                                                                               Does not apply because
                                                                                                                                     customers, so to the best of
                                                                                                                                                                               client information is not
HIPAA compliant under security rules                 3         3      HIPAA compliant                                        3       our knowledge there is              0                                    0       3                           3     Yes
                                                                                                                                                                               being shared over the
                                                                                                                                     nothing to change in IRis at
                                                                                                                                                                               Internet
                                                                                                                                     this time. In its current
                                                                                                                                     configuration, HIPAA does
                                                                                                                                     not apply to IRis For The
                                                                                                                                     Web.

Ability to control user access at record level
                                                     3         3      Available                                              3                                           3                                    9       3                           3     Yes
(add, edit, delete, view only)

Ability to control user access at database
                                                     3         3      Available                                              3                                           3                                    9       3                           3     Yes
level

Ability to create "profiles" for different user      3         3      Available                                              3                                           3                                    9       3                           3     Yes
types


                                                                                                                                     Your data is automatically
                                                                                                                                     encrypted while in transit
                                                                                                                                     between your
                                                                                                                                     computer and our servers.
                                                                                                                                     The technology that makes
                                                                                                                                     this possible is the
                                                                                                                                     Secure Sockets Layer
                                                                                                                                     protocol- SSL. CTK uses the
                                                                                                                                     largest commercially                      Does not apply because
                                                                      Secure Socket Layer technology establishes a                                                                                                                                      128bit SSL, see note above about
Encryption on every session (specify                                                                                                 available cipher key size of              client information is not
                                                     3         3      Virtual Private Network for the encryption of data     3                                           0                                    0       3     VPN                   3     browser versions. Netscape 3.0
protocol used)                                                                                                                       128 bits, providing the best              being shared over the
                                                                      transmitted via AgingNetwork.com.                                                                                                                                                 only supports 40 bit encryption.
                                                                                                                                     protection                                Internet
                                                                                                                                     against Internet eaves-
                                                                                                                                     droppers who may attempt to
                                                                                                                                     intercept your data.
                                                                                                                                     This tried-and-true technology
                                                                                                                                     is used world wide to protect
                                                                                                                                     information
                                                                                                                                     that is sent across the
                                                                                                                                     Internet.



                                                                                                                                     CTK does not currently have
                                                                                                                                     the facilities necessary to dial          Not a current feature; can
Must support reverse connection technology                                                                                                                                                                                                              Requires minimal additional service
                                                     3         3      Available                                              3       out to                              0     be developed through           0       3                           2
for dial-up connections                                                                                                                                                                                                                                 fee.
                                                                                                                                     customers and provide                     custom programming
                                                                                                                                     network connectivity.




                                                                                                                                                                                                                                                                    Page 16 of 29
                                                                                                                                                                                                                            a42f91e6-bcf9-49f4-9803-20112a83df49.xls - Functionality
 Project Team Requirement Listing                                          Beacon Response                                   1stCall Response                        IRIS Response                             Refer Response                      VL / TS Response 2/8/04
                                               Project                                                                                                                                               Vend
                                               Team's                                                                                                                                                 or
         Functional Requirement                Priority   Beacon                      Comment                      1stCall            Comment                 IRIS           Comment                 Weigh   Refer      Comment        VL / TS               Comment

                                                                                                                                                                                                                                                 Multiple firewalls, intrusion
                                                                                                                                                                                                                                                 detection, 24x7x365 staffed facility,
                                                                   AgingNetwork.com uses CITRIX Gateway to
Must provide a secure connection when                                                                                                                                Not a current feature; can                                                  individual and group authorization--
                                                  3         3      provide ticketed access and security for the      3       Please see attachment             2                                       6       3     VPN                   3
functioning as ASP (describe security)                                                                                                                               possibly be added                                                           and importantly, we do not deploy
                                                                   service environment.
                                                                                                                                                                                                                                                 Microsoft products to minimize
                                                                                                                                                                                                                                                 hacker attacks.


                                                                                                                             CTK has had 99.85% uptime
                                                                                                                             in the last 365 days.
                                                                                                                             FirstCallNet has been
When functioning as an ASP must provide
                                                                                                                             fully available during                  Note: Recent Hurricane                                                      99.9% or better, and pro-rated
reasonable "uptime". Record should be                              AgingNetwork.com has an up-time rate of 99%
                                                  3         3                                                        3       business hours except during      3     activity created some             9       3                           3     discounts if we do not deliver. We
between 98 and 100 percent (provide record                         since its inception in December 2002.
                                                                                                                             software upgrades                       instability during the crisis                                               have done this since 1997.
information)
                                                                                                                             and data restoration
                                                                                                                             requests, both of which were
                                                                                                                             scheduled.


                                                                                                                     Production Reporting
                                                                                                                                                                     May need to add this
                                                                                                                                                                     feature from
Follow-up                                         3         3      Available                                         3                                         2                                       6       3                           3     Yes
                                                                                                                                                                     Caller/Contact module to
                                                                                                                                                                     Client Module
Outcomes                                          3         3      Available                                         3                                         3                                       9       3                           3     Yes
Referrals                                         3         3      Available                                         3                                         3                                       9       3                           3     Yes

                                                                                                                             Should the consortium elect
                                                                                                                             to have a scheduling system
                                                                                                                             added to the system as a                Add via creation of Query
Schedules                                         3         2      Enhancement required                              2                                         2                                       6       3                           3     Yes
                                                                                                                             customization the Report                report
                                                                                                                             Builder would be able to
                                                                                                                             produce Schedule Reports.

Services                                          3         3      Available                                         3                                         3                                       9       3                           3     Yes
                                                                                                                                                                     Add via custom
Management                                        3         3      Available                                         3                                         2                                       6       3                           3     Yes
                                                                                                                                                                     programming
                                                                                                                             CTK does not usually provide
                                                                                                                             such reports, but this
Web-traffic                                       3         2      Enhancement required                              2       information could be              3                                       9       3                           3     Yes
                                                                                                                             made available by custom
                                                                                                                             bid.

                                                                                                                             CTK does not usually provide
                                                                                                                             such reports, but this
Usage                                             3         2      Enhancement required                              2       information could be              3                                       9       3                           3     Yes
                                                                                                                             made available by custom
                                                                                                                             bid.

                                                                                                                             CTK does not usually provide
                                                                                                                             such reports, but this
                                                                                                                                                                                                                                                 Depending on your interests, may
Trend                                             3         2      Enhancement required                              2       information could be              2     Need more info                    6       3                           2
                                                                                                                                                                                                                                                 require modification.
                                                                                                                             made available by custom
                                                                                                                             bid.

Agency                                            3         3      Available                                         3                                         3                                       9       3                           3     Yes
Ability to generate by date range                 3         3      Available                                         3                                         3                                       9       3                           3     Yes


                                                                                                                             Although FCN is not currently
                                                                                                                             designed to do this, it could
Ability to automatically generate designated                       This feature is being considered for the next             be customized to do so. An              Add "batch print" function                                                  And we can build custom reports
                                                  3         2                                                        2                                         2                                       6       3                           3
reports                                                            release of Beacon.                                        alternative option would be to          via custom programming                                                      as well.
                                                                                                                             use a standard reportwriter to
                                                                                                                             accomplish the task.




                                                                                                                                                                                                                                                             Page 17 of 29
                                                                                                                                                                                                                     a42f91e6-bcf9-49f4-9803-20112a83df49.xls - Functionality
 Project Team Requirement Listing                                            Beacon Response                                      1stCall Response                        IRIS Response                          Refer Response                      VL / TS Response 2/8/04
                                                Project                                                                                                                                                Vend
                                                Team's                                                                                                                                                  or
        Functional Requirement                  Priority   Beacon                        Comment                        1stCall            Comment                 IRIS          Comment               Weigh   Refer      Comment        VL / TS               Comment

                                                                                                                                  Reports can be assigned to
                                                                                                                                  individual or groups of users.
Ability to electronically disseminate reports      3         3      Electronic dissemination of reports is available.     3       They can then be accessed         2     Need more info                 6       3                           3     By agency-specific affiliation.
                                                                                                                                  via the Report using a
                                                                                                                                  username and password.

Report generator part of software (no
                                                   3         3      The report generator is part of Beacon.               3                                         3                                    9       3                           3     Yes
additional software to install)

                                                                                                                              Ad Hoc Reporting
                                                                                                                                  All reports are created by
                                                                                                                                  administrative users. End-
                                                                    Ad Hoc reporting is available using Crystal
User-defined                                       3         3                                                            3       users may then access those       3                                    9       3                           3     Yes
                                                                    Reports.
                                                                                                                                  same reports and apply filters
                                                                                                                                  to the reports.
Ability to generate by date range                  3         3      Date range filter is available.                       3                                         3                                    9       3                           3     Yes


                                                                                                                                  Although FCN is not currently
                                                                                                                                  designed to do this, it could
Ability to automatically generate designated                        This feature is being considered for the next                 be customized to do so. An
                                                   3         2                                                            2                                         3                                    9       3                           3     Yes
reports                                                             release of Beacon.                                            alternative option would be to
                                                                                                                                  use a standard reportwriter to
                                                                                                                                  accomplish the task.



                                                                                                                                  Reports can be assigned to
                                                                                                                                  individual or groups of users.
Ability to electronically disseminate reports      3         3      Electronic dissemination of reports is available.             They can then be accessed         3                                    9       3                           3     Yes
                                                                                                                                  via the Report Center using a
                                                                                                                                  username and password.

Report generator part of software (no
                                                   3         3      The report generator is part of Beacon.               3                                         3                                    9       3                           3     Yes
additional software to install)
                                                                                                                          Custom Development

                                                                    Beacon's features and functionality have been
                                                                                                                                                                          Some changes can be
                                                                    shaped by users. Users are encouraged to
                                                                                                                                                                          made by user via user-
Ability to make upgrades as State                                   submit enhancement requests to Synergy when
                                                   3         3                                                            3                                         3     defined fields and Query       9       3                           3     Yes
requirements change                                                 they arise. Additionally, there is a Beacon Users
                                                                                                                                                                          reports; otherwise, custom
                                                                    Group which serves as a forum for enhancement
                                                                                                                                                                          programming is available
                                                                    discussion and prioritization.



                                                                    The pricing model is based on annual license fee,
                                                                    which includes product use, technical support,                Your annual fee pays for
                                                                    and product upgrades. Beacon's functionality has              upgrades, including
                                                                    been shaped by user feedback, and new features                features requested by the
User Group or Consortium will negotiate for
                                                                    are added to ensure Beacon remains aligned to                 consortium that benefit all or
percentage of maintenance dollars to be            3         2                                                            3                                         3     Negotiable                             3                           3     Yes
                                                                    user needs. Revenue generated from the annual                 most other users. However
allocated to custom development
                                                                    license subscription enables Synergy to                       any features unique to your
                                                                    accomplish this goal. Further discussion is                   system are bid out
                                                                    required to determine an allocation to custom                 separately.
                                                                    development.


User Group or Consortium will negotiate
                                                                    Volume pricing is available for custom
rates/discounts for large volume custom            3         3                                                            3                                         3     Negotiable                     9       3                           3     Yes
                                                                    development requests.
development.
                                                                                                                              Vendor Support

Provide single point of support and system
                                                                    The Customer Support Department is the single
administration for client/server or web-based
                                                   3         3      point of contact for application support and          3                                         3                                    9       3                           3     Yes
applications and underlying technologies as
                                                                    customer service.
appropriate.

Discounts/negotiable rates for volume                                                                                                                                                                                                              Yes (and on-site, remote and train-
                                                   3         3      Volume pricing is available.                          3                                         3                                            3                           3
training.                                                                                                                                                                                                                                          the-trainer all available.)




                                                                                                                                                                                                                                                               Page 18 of 29
                                                                                                                                                                                                                       a42f91e6-bcf9-49f4-9803-20112a83df49.xls - Functionality
 Project Team Requirement Listing                                              Beacon Response                                        1stCall Response                        IRIS Response                        Refer Response                      VL / TS Response 2/8/04
                                                   Project                                                                                                                                               Vend
                                                   Team's                                                                                                                                                 or
        Functional Requirement                     Priority   Beacon                      Comment                           1stCall            Comment                 IRIS          Comment             Weigh   Refer      Comment        VL / TS              Comment
Discounts/negotiable rates for volume
                                                      3         3      Volume pricing is available.                           3                                         3                                          3                           3     Yes
support.

                                                                       The Beacon User Guide and Release Notes are
User manuals and updates with every                                    available for each release. The Guide and
                                                      2         3                                                             3                                         3                                  6       3                           3     Yes
version change                                                         Release Notes can be downloaded directly from
                                                                       the Synergy web site.

                                                                                                                                      Designated Account
                                                                       Technical Support is available Monday to Friday,               Managers are available via                                                         8:30am to
24x7 email support                                    3         2                                                             2                                         0     8-5pm EST                    0       0                           3     Yes
                                                                       from 8:30 AM to 8:00 PM, EST.                                  phone, email or fax to support                                                     5:30pm
                                                                                                                                      customers.

                                                                                                                                      Designated Account
                                                                       Technical Support is available Monday to Friday,               Managers are available via                                                         8:30am to
24x7 fax support                                      2         2                                                             2                                         0     8-5pm EST                    0       0                           3     Yes
                                                                       from 8:30 AM to 8:00 PM, EST.                                  phone, email or fax to support                                                     5:30pm
                                                                                                                                      customers.

                                                                                                                                      Designated Account
                                                                       Technical Support is available Monday to Friday,               Managers are available via
24x7 online support                                   3         2                                                             2                                         0     8-5pm EST                    0       3                           3     Yes
                                                                       from 8:30 AM to 8:00 PM, EST.                                  phone, email or fax to support
                                                                                                                                      customers.

                                                                                                                                      CTK Account Managers and
                                                                                                                                      tech support staff are
                                                                                                                                      available from 9-5pm CST
                                                                       Technical Support is available Monday to Friday,                                                                                                  8:30am to
24x7 phone support                                    3         2                                                             2       Monday through Friday. 24x7       0     8-5pm EST                    0       0                           3     Yes
                                                                       from 8:30 AM to 8:00 PM, EST.                                                                                                                     5:30pm
                                                                                                                                      tech support can be made
                                                                                                                                      available at an additional
                                                                                                                                      monthly fee.

                                                                       Synergy is committed to the prompt resolution of
                                                                                                                                      96% of all calls are resolved                                                                                  90% of all help desk incidents are
                                                                       all problem issues. Issues are acknowledged
24 hour turn-around on issue resolution               3         3                                                                     within a 24 hour period,          3                                  9       3                           3     resolved in 24 hours (a rare
                                                                       within one business day of receipt, and a
                                                                                                                                      typically within 3-4 hours.                                                                                    achievement in this field.)
                                                                       resolution plan is put in place.
Online searchable Knowledgebase                       2         3      Availability scheduled for 1Q2005                      0       Not available at this time        3                                  6       0     Coming in 2005        3     Can email contents as well.
                                                                                                                                      CTK can provide a copy of
                                                                                                                                                                              Demo/Trial CD and 1
Free test environment for self testing issues         2         3      Free test environment is available.                    2       the consortium's database for     3                                  6       3                           3     Yes
                                                                                                                                                                              month trial web site
                                                                                                                                      an additional fee.

Software training after initial installation for
                                                      3         3      On-site and web-based trainings are available.         3                                         3     Optional / negotiable        9       3                           3     Yes
end users

Software training after each upgrade for end
                                                      3         3      On-site and web-based trainings are available.         3                                         3     Optional / negotiable        9       3                           3     Yes
users
Software training after initial installation for
                                                      3         3      On-site and web-based trainings are available.         3                                         3     Optional / negotiable        9       3                           3     Yes
administrators
Software training after each upgrade for
                                                      3         3      On-site and web-based trainings are available.         3                                         3     Optional / negotiable        9       3                           3     Yes
administrators
                                                                                                                                                                              If necessary, we can                                                   Indeed, we prefer working from
Must provide implementation plan outlining                             The implementation plan will outline tasks,                                                            accommodate. Has not                                                   detailed functional specifications,
                                                      3         3                                                             3                                         3                                  9       3                           3
major task, interdependencies and stop/start                           milestones, and responsibilities.                                                                      been an issue with other                                               implementation plans, and specific
dates                                                                                                                                                                         customers.                                                             start / stop dates.
                                                                                                                                                                              If necessary, we can
                                                                       The implementation plan will include Gantt and                                                         accommodate. Has not                                                   We can provide samples from
                                                      2         3                                                             3                                         3                                  6       3                           3
Implementation plan must include Gantt and                             PERT charts.                                                                                           been an issue with other                                               other statewide projects.
Pert charts.                                                                                                                                                                  customers.
                                                                                                                                  Data Exchange

                                                                       Beacon supports the AIRS XML standard for data
Must support AIRS XML standard for data                                                                                                                                                                                                              We were the first to implement this
                                                      3         3      exchange. Synergy is an active participant in the      3                                         3     Under development            9       3                           3
exchange                                                                                                                                                                                                                                             standard.
                                                                       AIRS Interoperability initiative.

                                                                                                                                      More information needed to              Not under development at                                               Will require some custom
Must support Federal MITA standards                   3         2      Beacon will support all applicable MITA standards.     2                                         0                                  0       3                           2
                                                                                                                                      be able to respond                      this time                                                              programming.
                                                                                                                             Software Maintenance
                                                                       Version control release notes are available for
Version control policies/procedures                   3         3                                                             3                                         3                                  9       3                           3     Yes
                                                                       each release and upgrade.




                                                                                                                                                                                                                                                                 Page 19 of 29
                                                                                                                                                                                                                         a42f91e6-bcf9-49f4-9803-20112a83df49.xls - Functionality
 Project Team Requirement Listing                                           Beacon Response                                          1stCall Response                       IRIS Response                           Refer Response                        VL / TS Response 2/8/04
                                                Project                                                                                                                                                   Vend
                                                Team's                                                                                                                                                     or
       Functional Requirement                   Priority   Beacon                       Comment                            1stCall            Comment                IRIS          Comment                Weigh   Refer      Comment          VL / TS               Comment

                                                                    Synergy will discuss new product features with                                                                                                                                      Correct, we deploy upgrades with
                                                                                                                                     All CTK customers receive
Ability to decline upgrade if features do not                       agency to ensure full understanding of the                                                                                                                                          system switches so that clients can
                                                   3         3                                                               0       product upgrades as they         3                                     9       3                           3
add functionality to agency process                                 upgrade. The agency is able to decline upgrade,                                                                                                                                     choose to implement or not as per
                                                                                                                                     become available.
                                                                    but must accept responsibility for doing so.                                                                                                                                        their needs.


                                                                                                                                                                                                                          For web base
                                                                                                                                                                                                                          software,Internet
                                                                                                                                     While CTK cannot guarantee
                                                                                                                                                                                                                          connection are
                                                                                                                                     that there will be no
                                                                    The twenty-two month performance record of the                                                                                                        subject to
                                                                                                                                     unplanned downtime during
                                                                    AgingNetwork.com web portal shows an up-time                                                                                                          outages that are
                                                                                                                                     normal business hours, we
No downtime during normal business hours           3         3      rate of 99%. Scheduled down-time for system              3                                        3                                     9       3     unable to be          3       99.9%+ uptime since 1997.
                                                                                                                                     can guarantee that it will be
                                                                    maintenance occurs on Tuesdays, from 6:00 AM                                                                                                          controlled by
                                                                                                                                     nominal, and that we will
                                                                    to 9:00 AM EST.                                                                                                                                       RTM Designs.
                                                                                                                                     guarantee 97.5% availability
                                                                                                                                                                                                                          Windows based
                                                                                                                                     annually.
                                                                                                                                                                                                                          software has no
                                                                                                                                                                                                                          downtime



                                                                    The pricing model is based on annual license fee,
                                                                    which includes product use, technical support,
                                                                    and product upgrades. Beacon's functionality has                 Part of the CTK upgrade
                                                                    been shaped by user feedback, and new features                   process is to ensure that any
Percentage of maintenance fee will be
                                                                    are added to ensure Beacon remains aligned to                    new features can be retro-
allocated to enhance vendor responsibility         3         3                                                               3                                        3     Negotiable                              3                           3       Our standard policy.
                                                                    user needs. Revenue generated from the annual                    fitted with any unique
for retro fitting and deploying software
                                                                    license subscription enables Synergy to                          customization that may have
                                                                    accomplish this goal. Further discussion is                      been done to the system.
                                                                    required to determine an allocation to retro fitting
                                                                    and deployment.


                                                                    The twenty-two month performance record of the
                                                                    AgingNetwork.com web portal shows an up-time
                                                                                                                                                                                                                                                        We do consider any hours to be
Minimal downtime during off hours                  3         3      rate of 99%. Scheduled down-time for system              3                                        3                                     9       3                           3
                                                                                                                                                                                                                                                        "off hours;" we run 24x7x365.
                                                                    maintenance occurs on Tuesdays, from 6:00 AM
                                                                    to 9:00 AM EST.

                                                                                                                                 Licensing Options
Must provide a cost effective option for a
                                                                                                                                                                            IRis 3.0 Main and
"consortium" to purchase product licenses          3         3      Consortium pricing model is available.                   3                                        3                                     9       3                           3       This option is available.
                                                                                                                                                                            Additional Site Licenses
and services

Must provide a cost effective option to
purchase product licenses and services for                                                                                                                                  We have never done this
                                                                    Single-site, multiple-seat pricing model is
an individual organization to distribute as        3         3                                                               3                                        3     before; but are open to         9       3                           3       This option is available.
                                                                    available.
many copies necessary as the need                                                                                                                                           discussion/negotiation
changes


Must provide a cost effective option to
purchase product licenses and services for                          Single-site local installation and maintenance                   CTK only offers a hosted
                                                   3         3                                                               0                                        3     IRis 3.0 Multi-User License     9       3                           3       This option is available.
an individual organization that chooses to                          pricing model is available.                                      solution.
install and maintain their own servers

Must provide a cost effective option for the
                                                                                                                                     The FirstCallNet system can
purchase of product licenses and services                                                                                                                                   IRis 3.0 Single-User
                                                   3         3      Single-site pricing model is available.                  3       be accessed from any             3                                     9       3                           3       This option is available.
for organization to maintain an individual                                                                                                                                  License
                                                                                                                                     computer with IE 6.0
computer

                                                                                                                                                                            Single-User is for a stand-
                                                                                                                                                                            alone computer; Multi-
Must provide a cost effective option for
                                                                    Multiple-organization, multiple-user pricing model                                                      User is for a server with
organizations to purchase product licenses         3         3                                                               3                                        3                                     9       3                           3       This option is available.
                                                                    is available.                                                                                           unlimited workstations
and services for a specific number of users
                                                                                                                                                                            physically attached to the
                                                                                                                                                                            server.




                                                                                                                                                                                                                                                                  Page 20 of 29
                                                                                                                                                                                                                          a42f91e6-bcf9-49f4-9803-20112a83df49.xls - Functionality
 Project Team Requirement Listing                                           Beacon Response                                       1stCall Response                      IRIS Response                       Refer Response                      VL / TS Response 2/8/04
                                                Project                                                                                                                                           Vend
                                                Team's                                                                                                                                             or
       Functional Requirement                   Priority   Beacon                       Comment                         1stCall            Comment               IRIS          Comment            Weigh   Refer      Comment        VL / TS               Comment

                                                                    Multiple-user pricing model is available. Synergy
Must be willing to negotiate at a State level
                                                   3         3      currently has a multiple-user license (for            3                                       3     Yes, can be negotiated.             3                           3     This option is available.
for multi-user licensing
                                                                    SAMS2000) in place with the State of Wisconsin.


Must provide an option for purchase of                                                                                            Number of records is one of
product licenses and services for an               3         3      Pricing model is available.                           3       the primary variable that is    0                                 0       3                           3     This option is also available.
organization on a record entry basis                                                                                              used to determine pricing




                                                                                                                                                                                                                                                          Page 21 of 29
                                                                                                                                                                                                                  a42f91e6-bcf9-49f4-9803-20112a83df49.xls - Functionality
Software Selection Requirements
Vendor Comparison Chart


                                                          Point Value of Responses                Percentage Value of Responses


                                       Items Per
          Requirements Section           Section Beacon    1stCall   IRIS   Refer    VL / TS Beacon      1stCall      IRIS      Refer     VL / TS
       Technology and Infrastructure       15      114       81       103     0         0      95%         68%        86%        0%         0%
            Software Features              52      415       409      369    50         0      92%         91%        82%        11%        0%
         Data Access and Security           9      81        81       48     81         0     100%        100%        59%       100%        0%
           Production Reporting            14      111       111      108    126        0      88%         88%        86%       100%        0%
            Ad Hoc Reporting                5      42        33       45     45         0      93%         73%       100%       100%        0%
           Custom Development               3       9         9        9      9         0     100%        100%       100%       100%        0%
             Vendor Support                17      109       92       87     90         0      91%         77%        73%        75%        0%
              Data Exchange                 2       9         9        9      9         0     100%        100%       100%       100%        0%
          Software Maintenance              5      36        27       36     36         0     100%         75%       100%       100%        0%
            Licensing Options               7      54        45       45     54         0     100%         83%        83%       100%        0%

Weighted Average Total                   129      980       897      859    500        0      93.33%     85.43%     81.81%     47.62%     0.00%




                                                                                                                                   Page 22 of 29
                                                                                           a42f91e6-bcf9-49f4-9803-20112a83df49.xls - Comparison
Software Selection Requirements
Graphical Summary Report


                Functional Area Breakout of Template Questions

                                                                                          Technology and Infrastructure


                                                                                          Software Features


                                                                                          Data Access and Security


                                                                                          Production Reporting


                                                                                          Ad Hoc Reporting


                                                                                          Custom Development


                                                                                          Vendor Support


                                                                                          Data Exchange


                                                                                          Software Maintenance


                                                                                          Licensing Options



The above chart provides an overview of the templates question breakout. As it shows, significant emphasis is placed on
the sections of manufacturing resource planning, warehouse management, and order management.




                                                                                                                    Page 23 of 29
                                                                     a42f91e6-bcf9-49f4-9803-20112a83df49.xls - Graphical Summary
              Overall Vendor Response by Percentage Score

                93.33%
                                   85.43%              81.81%




                                                                           47.62%




                                                                                                     0.00%




                Beacon            1stCall            IRIS             Refer                VL / TS


The above chart provides an overview of the individual supplier responses. The percentage amount displayed is the
vendor's total weighted average response compared to the total weighted average of the requirements.




                                                                                                                    Page 24 of 29
                                                                     a42f91e6-bcf9-49f4-9803-20112a83df49.xls - Graphical Summary
             Vendor Weighted Average Response
                     by Functional Area                                                    Licensing Options

   1,200
                                                                                           Software Maintenance


   1,000                                                                                   Data Exchange



                                                                                           Vendor Support
     800


                                                                                           Custom Development

     600
                                                                                           Ad Hoc Reporting


     400                                                                                   Production Reporting



                                                                                           Data Access and Security
     200


                                                                                           Software Features

      0

            Beacon        1stCall         IRIS         Refer         VL / TS               Technology and Infrastructure



The above chart provides an overview of the individual supplier responses by section as a component of their overall
response. The figures on the left display the supplier's total weighted average response and how each section is a
component of the response.



                                                                                                                     Page 25 of 29
                                                                      a42f91e6-bcf9-49f4-9803-20112a83df49.xls - Graphical Summary
                         Supplier Percentage Comparisons by Functional Area

         Technology and Infrastructure                                   Software Features
 95%                                                92%         91%
                      86%
                                                                                82%

           68%




                                                                                             11%

                                 0%       0%                                                            0%

Beacon    1stCall     IRIS      Refer    VL / TS   Beacon      1stCall          IRIS         Refer     VL / TS



           Data Access & Security                                 Production Reporting


 100%      100%                  100%                                                        100%
                                                    88%         88%             86%



                      59%




                                           0%                                                           0%

Beacon    1stCall     IRIS       Refer   VL / TS   Beacon      1stCall          IRIS         Refer    VL / TS




                                                                                                           Page 26 of 29
                                                            a42f91e6-bcf9-49f4-9803-20112a83df49.xls - Graphical Summary
                Ad Hoc Reporting                                      Custom Development


                        100%        100%              100%         100%           100%       100%
 93%


          73%




                                              0%                                                           0%

Beacon   1stCall        IRIS        Refer   VL / TS   Beacon       1stCall        IRIS       Refer        VL / TS



                   Vendor Support                                            Data Exchange

 91%
                                                       100%         100%          100%        100%
          77%                       75%
                        73%




                                             0%                                                             0%

Beacon   1stCall        IRIS        Refer   VL / TS   Beacon       1stCall        IRIS        Refer       VL / TS




                                                                                                              Page 27 of 29
                                                               a42f91e6-bcf9-49f4-9803-20112a83df49.xls - Graphical Summary
            Software Maintenance                                   Licensing Options


100%                100%      100%              100%                                    100%


                                                             83%           83%
          75%




                                       0%                                                             0%

Beacon   1stCall    IRIS      Refer   VL / TS   Beacon      1stCall        IRIS         Refer       VL / TS




                                                                                                        Page 28 of 29
                                                         a42f91e6-bcf9-49f4-9803-20112a83df49.xls - Graphical Summary
                                               Page 29 of 29
a42f91e6-bcf9-49f4-9803-20112a83df49.xls - Graphical Summary

				
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