2.1.1 70B06C24R00000002 Attachment 2- Statement of Work- Appendix A- Functional Requirements DRAFT.pdf

Request for Proposal 70B06C24R00000002 Attachment 2- Statement of Work

Appendix A - System Functionality Deliverables

System Admin and Integration

Create workflow templates with tasks

2 Monitor workflow tasks

3 Copy/inactivate workflow templates

4 Assign/delete a workflow task to a specific person

5 Add routing documents to workflow tasks

6 Support automated emailing for workflow task assignments

7 Support single sign-on using active directory and Security Assertion Markup Language (SAML)

8 Support data partitioning

9 Support system health monitor to review nightly system processes

10 Bulk import data including, but not limited to: person records, organizations, resources, students, course completions, housing, courses, curricula, test questions, learning objectives, grades, certifications, budgets, and events

11 Generate and publish online forms

12 Configure access to an online form

13 Report Enterprise Human Resource Integration (EHRI) training data via an automated data interface with the Office of Personnel Management (OPM) government-wide electronic data collection system

14 Support integration with a third-party video streaming service

15 Support integration with the Department of Homeland Security (DHS) Enterprise Integration Environment (EIE)

16 Support CBP-defined organization relationship/hierarchy

17 Manage organization contact information

18 Manage supervisor designations

19 Merge organizations

20 Define and track user-defined fields for organizations

21 Support automated and manual import of Human Resource data

22 Meet 508 compliance standards

Personnel Management

Add and edit user records

24 Duplicate checking prior to adding a user record

25 Merge person records

26 Track personnel employment, title/rank, status

27 Maintain legally defensible training records

28 Import and export supervisor information

29 Track user contact information and emergency contact information

30 Securely track authorized personal identifiable information (PII)

31 Define and track multiple user-defined fields for personnel with the ability to search on those fields

32 Tag person records

33 Attach documents to a person record

34 Designate personnel as instructors DRAFT

35 Assign personnel to a dynamic audience based on various factors including, but not limited to: organizational code, job series, supervisory status, hire date, completion of prerequisites, location, and/or custom roles

36 Generate individual development plans

37 Generate ongoing and/or attainment requirements for career paths

38 Assign unique identifier to personnel

39 Search for personnel based on demographics

Training

Upload and maintain online content

41 Support the delivery of all aspects of current and future Shareable Content Object Reference Model (SCORM) certified courseware, as well as previous versions of SCORM (e.g., SCORM 1.2, SCORM 2004, Aviation Industry CBT [Computer-Based Training] Committee [AICC], and Hypertext Markup Language [HTML])

42 Support an indexed and searchable catalog of courses

43 Allow for custom course numbering

44 Support course metadata

45 Support course archiving, overlaying, and version control

46 Support multiple module courses

47 Assign training to a dynamic audience based on various factors including, but not limited to: organizational code, job series, supervisory status, hire date, completion of prerequisites, location, and/or custom roles

48 Assign training based on a recurring, ongoing basis as a routine automated process

49 Ability to exempt or waive personnel from assigned training

50 Generate automatic email reminders about training due dates

51 Back-date or edit start date of required training

52 End recurrence cycle without losing assignment data

53 Extend training assignment due date

54 Schedule online trainings assignments to go into effect on a future date

55 Add comparable training equivalences

56 Enter completions of courses taken outside the system

57 Define list of approved courses, including training event dates, hours, training category, and description

58 Activate or deactivate courses

59 Limit user access to submit and approve training requests

60 Attach documents to training completion submissions, courses, classes, and/or activities

61 Submit course completions with differing hours per attendee

62 View, edit, approve, or reject submitted trainings individually and in bulk

63 Create/manage/copy curriculum templates for standardized class creation

64 Push course updates to scheduled classes

65 Support multiple instructional delivery methods to include classroom, online, blended, and field training

66 Manage specification of user-defined graduation requirements DRAFT

67 Create, manage, and associate learning objectives with programs, curricula, and assessments

68 Generate class records that contain class description, class dates, class location

69 Generate list of staff assignment roles

70 Support various enrollment methods to include direct enrollment, self-enrollment, deferred enrollment, and roster import

71 Record and report student performance and progress in a course

72 Generate “flags” for students based on user-defined fields

73 Support automated and manual grading and graduation processes

74 Support performance monitoring for “at risk” students

75 Support law enforcement accreditation standards, such as Federal Law Enforcement Training Accreditation (FLETA) or the Commission on Accreditation for Law Enforcement Agencies, Inc. (CALEA)

76 Create customizable dashboards

77 Correlate learning objectives with curricula and tests to support accreditation goals

78 Publish class documents for student viewing

79 Identify a point of contact for each class

80 Support online class discussions

81 Group students enrolled in a class

82 Track training expenses

83 Forecast training needs

84 Track student attendance

85 Create/confer/print custom student diplomas

86 Create/confer student awards from training class

87 Manage student departures with action, reason, and reason details

Registration

Track flight date/times and rental car information

89 Configure, Manage, and Track Prerequisites

90 Support various registration methods to include, self-registration and training coordinator registration

91 Sequence multiple registration requests in priority order

92 Publish registration information for student viewing to include class description, class dates, class location, registration dates, and available seats

93 Manage registration, waitlist, transfers, denials, and cancellations

94 Automatically email students when registration status changes

95 Restrict visibility of an available class, based on organization

96 Auto-enroll students from waitlist, based on eligibility criteria and seat availability

97 Collect emergency contact information at registration

98 Add comments to a student’s registration record

99 Add custom tracking status values to a student’s registration record

100 Search for and export student registration records DRAFT

Testing

Generate written, performance, and online tests to include the following test types: multi-part, timed, pass/fail, scored check list, percentage, pass/fail, check list, numeric

102 Use mobile application to record performance tests

103 Enter observer and student comments on performance tests

104 Attach terminal performance objectives (TPOs) and enabling performance objectives (EPOs) to test components

105 Automatically configure ratings based on scores achieved

106 Define retest and waiver rules

107 Configure grading behaviors on tests

108 Maintain an integrated test question bank

109 Support various question types to include: multiple choice/one answer, true/false, yes/no, fill-in-the-blank

110 Assign question priorities

111 Assign question categories

112 Attach multi-media (audio, video, graphics files) to questions and distractors

113 Support question feedback

114 Support question versioning

115 Generate question performance statistics

116 Generate multiple test editions within a single test template

117 Auto-select questions via business rules

118 Customize/randomize question order

119 Generate pre-and post-test instructions

120 Display or suppress student score at end of online test

121 Automatically update student records with test results

122 Analyze question validity statistics by class, student group, and historical question use

123 Perform cross-class test analysis

124 Provide cross-class grade list export

125 Analyze missed learning objectives by test and/or student

126 Generate test statistics by test edition and class

127 Ability to assign weights to tests within the curriculum to generate final graduation grade/score

128 Print a blank pass/fail checklist test

129 Proctor monitor to manage tests

130 Anti-cheating feature for online testing

Surveys

Design custom surveys using Likert-type scales and free-form text fields

132 Distribute surveys through automated emails

133 Distribute surveys upon completion of an online test or training course

134 Distribute surveys to a specific list of people

135 Define respondent groups

136 Generate tabular and graphical analysis of survey responses

137 View and export survey responses

138 Support a "finish later" option for survey respondents DRAFT

139 Filter survey results

140 Print and save survey analysis

141 Generate surveys based on custom time frame

142 Access survey results from class record

143 Expire access to a survey

Resource Management and Scheduling

Manage vehicles, service animals, accountable property, bulk resources, weapons, and facilities

145 Define specific inventory information (e.g., type, serial number, certifications)

146 Upload images for inventory identification

147 Track certifications, expirations, and inspections

148 Assign inventory to personnel, locations, or classes

149 Track inventory chain of custody

150 Define inventory storage locations

151 Define instructor, class, facility, and equipment availability

152 Define assignment rules and automatically schedule instructors, facilities, and equipment

153 Manage individual instructor calendars and availability

154 Send email notifications to instructors

155 Automatically identify and resolve schedule conflicts across all training programs in relation to instructors, equipment, and facilities

156 Support training load projections (students, instructors, facilities, equipment) for no less than one year ahead

157 Support drag and drop capabilities on the schedule

158 Color-code class segments via user defined fields for visualization

159 Define non-training days (e.g., holidays, weekends, maintenance downtime, etc.)

160 Receive, manage, and fulfill external resource requests (e.g., events, etc.)

161 Review and print reports for real-time consolidated utilization across resource categories

162 Support a visual scheduling tool that allows schedulers to view facility floor plans with active rooms and campus map views with active ranges

163 Apply multiple category tags to individual resources

164 Define maximum workload for individual instructors

165 Track instructor certifications at the class and activity level including instructor role (lead, support, mentor) and expirations

166 Provide calendar view of instructor assignments (including conflicts)

167 Automatically load-balance instructor assignments; provide look-ahead functionality to proactively ensure instructor availability

168 Ensure instructor continuity when auto-scheduling instructors

169 Leverage existing curricula to build class schedules

170 Create complex, multi-week training programs spread among multiple venues

171 Create and print schedules, events, and resources DRAFT

172 Create complex, multi-week class schedules based on user-defined business rules

173 Create, view, edit, cancel, and delete Planned Events

Housing Management

Support customizable housing/dorm configuration

175 Specify usage types and price levels for housing inventory

176 Manage housing reservations for classes and non-training events

177 Include housing request with student registration or enrollment

178 Track off-center lodging assignments

179 Track estimated housing and travel costs

180 Support real-time viewing of check-ins, check-outs, maintenance issues, class date changes, and enrollment changes

181 Reassign housing

182 Link student housing reservations to class information (housing rosters) and auto-assign student housing based on registration parameters

183 Automatically assign housing according to specific business rules/criteria

184 Generate building/room maintenance tickets

185 Manually check out a departed student from class record

186 Track housing assignments by building/room number

Reporting

Generate historical data reports of user’s training and educational history, including competencies, task completion, course completion, test scores, etc.

188 Generate performance evaluation reports containing defined evaluation criteria and item groupings

189 Support supervisory approval for performance evaluation reports

190 Generate field training program report

191 Generate automated email notifications for reports pending approval

192 Generate automated email notifications for reports sent back for editing

193 Maintain performance evaluation reports on person records

194 Attach files to performance evaluation reports

195 Export performance evaluation report data

196 Support performance evaluation report versioning

197 Support audit trail reporting

198 Generate training incident reports

199 Generate security rights reports

200 Generate system usage reports

201 Generate departure statistics reports

202 Generate self-service printable/sharable training transcripts

203 Restrict information reports by audience

204 Create custom reports utilizing Structured Query Language (SQL) queries and ad hoc export tool

205 Export reports into Excel, comma separated values (CSV), and portable document format (PDF)

206 Support "out-of-the-box" reports that cover basic functionality (completed training, incomplete training, classroom enrollments, training hours, etc.) DRAFT

207 Automatically email scheduled reports

Compliance

Generate automated email reminders about upcoming expired certifications

209 Track and generate certifications for personnel, organizations, and inventory

210 Create certifications which are non-expiring, expiring based upon predefined timeframes, or expiring based on employment criteria

211 Define conferral and renewal requirements

212 Track multiple dimensions of compliance (e.g., training, age, documents, skills, certifications, and custom attributes)

213 Maintain compliance history

214 Identify upcoming and recent expirations of current employees

215 Configure levels and timeframes for automated email notifications of upcoming expirations

216 Automated renewal of certifications based on auto-fulfilled requirements

217 Export person compliance audit results

DRAFT