Specifications include, but are not limited to: Design and configuration of the system to implement AOC’s grants management processes including workflows, fields/forms, controls, reviews, alerts/notifications, document templates, and user dashboards. ; design and configure portal to match the grantee interactions with the grantmaking process ensuring security of data, ease of use and functionality such as: historical grant information, grant application forms/workflows, reporting and budgeting submission, document generation (such as invoice generation). 2.4.3 Migration of historical data into the system, including template preparation, field mapping, data import/export, validation support and ideally capacity to link external accounts to historical data. ; Integration with MS Office with the ability to associate files and emails with a grant record. 2.4.5 Reporting support, as needed with ad-hoc reporting capabilities and report building functionality. 2.4.6 Review portal, with capacity for collaborative review and bulk update of records. 2.4.7 Security - design and configuration of system’s security model, including roles and permissions-based security as well as consideration of the AOC’s internal IT requirements. ; • The system will send notifications via email • Users can control the frequency of notifications that they receive • Ability to assign applications to program staff using workflows • Ability to switch between roles (eg. Grantee/Reviewer) • Ability to customize application forms with conditional formatting, branching logic, conditional validation rules (based on previous responses), or hidden questions only visible to staff. • Ability to manage multiple grant programs with different application and review stages, and different application cycles. • Data piping (to prevent duplicate data entry).