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Contact Database and Data Management System


Location
Iowa
Publication Date
03/15/2019 11:11 AM EDT
Closing Date
04/05/2019 03:00 PM EDT
Issuing Organization
State of Iowa - Department of Administrative Services
Solicitation Number
Description

Specifications include, but are not limited to: The Respondent is responsible for providing a customizable contact database product or provide programming services to develop a contact database for use as a self-service Customer Portal (Portal). The Portal will serve as the primary contact database for the Iowa Utilities Board (IUB). The Portal eventually will replace the existing contact records in the Electronic Filing System (EFS). Data synchronization between the Portal and both EFS and Unanet products will be required, as the Portal will serve as the sole location and source for all contact records within the agency. 4.1.1 The solution must mask information, such as an Employee Identification Number (EIN), and encrypt that information unless a specific role within the system provides access to highly confidential information. 4.1.2 The solution must allow for creation of “help tips” or descriptors for data fields to allow for greater understanding of who is the appropriate contact or how the contact will be used by the IUB in their course of business. 4.1.3 The company and staff must have access and be able to print, save and download specified documents for the company. 4.1.4 Must be able to search by company name, industry type, and industry sub-type, view summary information about each company within the Portal, and access any records deemed as public information by the Board. 4.1.5 The solution shall have the ability to automatically send and retain a record of emails sent that are triggered by specific actions within the Portal. List the email servers that can be used for automated service (ie. Gmail, Outlook, etc.). 4.1.6 Notes to be added to the company record. 4.1.7 The solution must allow users to perform password resets and retrieve forgotten user names and passwords. 4.1.8 The solution must allow for the use of various devices (computers, laptops, tablets). 4.1.9 The solution must allow companies and IUB staff to upload more than one document at a time to the company record. 4.1.10 The solution must allow for a test environment to ensure that any system modifications are functional prior to go live.

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