Notice ID: 36C10M22R0002
“OAE has used an audit management software platform for about 15 years. However, the life cycle of the current software ends in 2023. OAE requires a COTS solution to replace its current software that will be used to document and manage its audit and review projects. The software provider will need to perform the appropriate installation and configuration support of the new COTS solution. Additionally, OAE is seeking services to train OAE users to prepare them in the use of all aspects of the solution.”
Software Requirements
“Dashboards -The configured software solution shall have:
- Project Dashboards
- Dashboards of major project information. Some possible examples include comments/notes and status of items contained in a project (for example in-progress, ready for review, and reviewed).
- General Database Dashboards
- Dashboards that summarize project universe information. For example, a dashboard that would summarize information from all projects within a given timeframe or project status based on milestones or phases (planning, fieldwork, reporting etc.), finding details such as monetary impact and recommendation tracking including number of recommendations made, whether client concurred or non-concurred with recommendations, and status of recommendations.
Reports – The configured software solution shall have:
- Ability to generate reports across database fields in the entire database to include but not limited to:
- Ability to create reports for tracking milestones – Possible examples include initial and revised dates compared to actual dates and cumulative time between milestones
- Ability to create reports to track projects. Examples of possible tracking elements include by DAIG, Division, project status, origin, fiscal year expected to be completed/completed, scope, group, cost data (questioned costs/better use of funds), and project objective.
- Ability to generate reports that track monetary impact related to findings.
- Ability to track the number of recommendations and status of recommendations (i.e. concur/non-concur, open and closed) per project and summarize that information for the project universe.
- Ability to export reports into standard formats (i.e. Word and Excel) …”
