2.1.1 70B06C24R00000002 Attachment 3- Solution Capability Survey DRAFT.xlsx
XLSX spreadsheet 25 KB Posted
- Attached to
- U. S. Customs and Border Protection Office of Training & Development Enterprise Training & Resource Management System & Support Services Federal contract opportunity
- Solicitation number
- 201339916
About this file
This document contains a solution capability survey for a federal agency's enterprise training and resource management system and support services requirements. The survey details over 200 functional requirements across various categories including system administration, personnel management, training, testing, resource management and scheduling, housing management, reporting, and compliance. Key capabilities include supporting the full lifecycle of online and classroom training; integrating with various systems including HR, video streaming, and identity management systems; managing personnel records and training histories with audit capabilities; automating workflows and notifications; and configuring custom reports, surveys, and dashboards. The related federal contract opportunity is for the U.S. Customs and Border Protection Office of Training and Development to procure an enterprise training and resource management system along with support services.
View the file
Other files for this federal contract opportunity
| File | Type | Posted |
|---|---|---|
| 2.1.1 70B06C24R00000002 Attachment 2- Statement of Work- Appendix A- Functional Requirements DRAFT.pdf | ||
| 2.1.1 70B06C24R00000002 Attachment 4- Interview Questions DRAFT.pdf | ||
| 2.1.1 70B06C24R00000002 Attachment 2- Statement of Work DRAFT.pdf | ||
| 2.1.1 70B06C24R00000002 DRAFT.pdf | ||
| 2.1.1 70B06C24R00000002 Attachment 1- ETMS Pricing Worksheet DRAFT.xlsx | XLSX spreadsheet | |
| 2.1.1 70B06C24R00000002 Attachment 5- Role Based Narratives DRAFT.pdf |
On GovTribe
Work with this file on GovTribe
- Download the original file
- Contacts named in this file
- Similar government files
- Ask GovTribe AI about this file
Text version
Sheet1
| Category | Functional Requirement | Availability (Out-of-the-Box, Additional Customization within 6 months, Additional Customization longer than 6 months) | Notes |
| System Admin and Integration | Create workflow templates with tasks | ||
| Monitor workflow tasks | |||
| Copy/inactivate workflow templates | |||
| Assign/delete a workflow task to a specific person | |||
| Add routing documents to workflow tasks | |||
| Support automated emailing for workflow task assignments | |||
| Support single sign-on using active directory and Security Assertion Markup Language (SAML) | |||
| Support data partitioning | |||
| Support system health monitor to review nightly system processes | |||
| 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 | |||
| Generate and publish online forms | |||
| Configure access to an online form | |||
| 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 | |||
| Support integration with a third-party video streaming service | |||
| Support integration with the Department of Homeland Security (DHS) Enterprise Integration Environment (EIE) | |||
| Support CBP-defined organization relationship/hierarchy | |||
| Manage organization contact information | |||
| Manage supervisor designations | |||
| Merge organizations | |||
| Define and track user-defined fields for organizations | |||
| Support automated and manual import of Human Resource data | |||
| Meet 508 compliance standards | |||
| Personnel Management | Add and edit user records | ||
| Duplicate checking prior to adding a user record | |||
| Merge person records | |||
| Track personnel employment, title/rank, status | |||
| Maintain legally defensible training records | |||
| Import and export supervisor information | |||
| Track user contact information and emergency contact information | |||
| Securely track authorized personal identifiable information (PII) | |||
| Define and track multiple user-defined fields for personnel with the ability to search on those fields | |||
| Tag person records | |||
| Attach documents to a person record | |||
| Designate personnel as instructors | |||
| 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 | |||
| Generate individual development plans | |||
| Generate ongoing and/or attainment requirements for career paths | |||
| Assign unique identifier to personnel | |||
| Search for personnel based on demographics | |||
| Training | Upload and maintain online content | ||
| 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]) | |||
| Support an indexed and searchable catalog of courses | |||
| Allow for custom course numbering | |||
| Support course metadata | |||
| Support course archiving, overlaying, and version control | |||
| Support multiple module courses | |||
| 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 | |||
| Assign training based on a recurring, ongoing basis as a routine automated process | |||
| Ability to exempt or waive personnel from assigned training | |||
| Generate automatic email reminders about training due dates | |||
| Back-date or edit start date of required training | |||
| End recurrence cycle without losing assignment data | |||
| Extend training assignment due date | |||
| Schedule online trainings assignments to go into effect on a future date | |||
| Add comparable training equivalences | |||
| Enter completions of courses taken outside the system | |||
| Define list of approved courses, including training event dates, hours, training category, and description | |||
| Activate or deactivate courses | |||
| Limit user access to submit and approve training requests | |||
| Attach documents to training completion submissions, courses, classes, and/or activities | |||
| Submit course completions with differing hours per attendee | |||
| View, edit, approve, or reject submitted trainings individually and in bulk | |||
| Create/manage/copy curriculum templates for standardized class creation | |||
| Push course updates to scheduled classes | |||
| Support multiple instructional delivery methods to include classroom, online, blended, and field training | |||
| Manage specification of user-defined graduation requirements | |||
| Create, manage, and associate learning objectives with programs, curricula, and assessments | |||
| Generate class records that contain class description, class dates, class location | |||
| Generate list of staff assignment roles | |||
| Support various enrollment methods to include direct enrollment, self-enrollment, deferred enrollment, and roster import | |||
| Record and report student performance and progress in a course | |||
| Generate “flags” for students based on user-defined fields | |||
| Support automated and manual grading and graduation processes | |||
| Support performance monitoring for “at risk” students | |||
| Support law enforcement accreditation standards, such as Federal Law Enforcement Training Accreditation (FLETA) or the Commission on Accreditation for Law Enforcement Agencies, Inc. (CALEA) | |||
| Create customizable dashboards | |||
| Correlate learning objectives with curricula and tests to support accreditation goals | |||
| Publish class documents for student viewing | |||
| Identify a point of contact for each class | |||
| Support online class discussions | |||
| Group students enrolled in a class | |||
| Track training expenses | |||
| Forecast training needs | |||
| Track student attendance | |||
| Create/confer/print custom student diplomas | |||
| Create/confer student awards from training class | |||
| Manage student departures with action, reason, and reason details | |||
| Registration | Track flight date/times and rental car information | ||
| Configure, Manage, and Track Prerequisites | |||
| Support various registration methods to include, self-registration and training coordinator registration | |||
| Sequence multiple registration requests in priority order | |||
| Publish registration information for student viewing to include class description, class dates, class location, registration dates, and available seats | |||
| Manage registration, waitlist, transfers, denials, and cancellations | |||
| Automatically email students when registration status changes | |||
| Restrict visibility of an available class, based on organization | |||
| Auto-enroll students from waitlist, based on eligibility criteria and seat availability | |||
| Collect emergency contact information at registration | |||
| Add comments to a student’s registration record | |||
| Add custom tracking status values to a student’s registration record | |||
| Search for and export student registration records | |||
| 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 | ||
| Use mobile application to record performance tests | |||
| Enter observer and student comments on performance tests | |||
| Attach terminal performance objectives (TPOs) and enabling performance objectives (EPOs) to test components | |||
| Automatically configure ratings based on scores achieved | |||
| Define retest and waiver rules | |||
| Configure grading behaviors on tests | |||
| Maintain an integrated test question bank | |||
| Support various question types to include: multiple choice/one answer, true/false, yes/no, fill-in-the-blank | |||
| Assign question priorities | |||
| Assign question categories | |||
| Attach multi-media (audio, video, graphics files) to questions and distractors | |||
| Support question feedback | |||
| Support question versioning | |||
| Generate question performance statistics | |||
| Generate multiple test editions within a single test template | |||
| Auto-select questions via business rules | |||
| Customize/randomize question order | |||
| Generate pre-and post-test instructions | |||
| Display or suppress student score at end of online test | |||
| Automatically update student records with test results | |||
| Analyze question validity statistics by class, student group, and historical question use | |||
| Perform cross-class test analysis | |||
| Provide cross-class grade list export | |||
| Analyze missed learning objectives by test and/or student | |||
| Generate test statistics by test edition and class | |||
| Ability to assign weights to tests within the curriculum to generate final graduation grade/score | |||
| Print a blank pass/fail checklist test | |||
| Proctor monitor to manage tests | |||
| Anti-cheating feature for online testing | |||
| Surveys | Design custom surveys using Likert-type scales and free-form text fields | ||
| Distribute surveys through automated emails | |||
| Distribute surveys upon completion of an online test or training course | |||
| Distribute surveys to a specific list of people | |||
| Define respondent groups | |||
| Generate tabular and graphical analysis of survey responses | |||
| View and export survey responses | |||
| Support a "finish later" option for survey respondents | |||
| Filter survey results | |||
| Print and save survey analysis | |||
| Generate surveys based on custom time frame | |||
| Access survey results from class record | |||
| Expire access to a survey | |||
| Resource Management and Scheduling | Manage vehicles, service animals, accountable property, bulk resources, weapons, and facilities | ||
| Define specific inventory information (e.g., type, serial number, certifications) | |||
| Upload images for inventory identification | |||
| Track certifications, expirations, and inspections | |||
| Assign inventory to personnel, locations, or classes | |||
| Track inventory chain of custody | |||
| Define inventory storage locations | |||
| Define instructor, class, facility, and equipment availability | |||
| Define assignment rules and automatically schedule instructors, facilities, and equipment | |||
| Manage individual instructor calendars and availability | |||
| Send email notifications to instructors | |||
| Automatically identify and resolve schedule conflicts across all training programs in relation to instructors, equipment, and facilities | |||
| Support training load projections (students, instructors, facilities, equipment) for no less than one year ahead | |||
| Support drag and drop capabilities on the schedule | |||
| Color-code class segments via user defined fields for visualization | |||
| Define non-training days (e.g., holidays, weekends, maintenance downtime, etc.) | |||
| Receive, manage, and fulfill external resource requests (e.g., events, etc.) | |||
| Review and print reports for real-time consolidated utilization across resource categories | |||
| Support a visual scheduling tool that allows schedulers to view facility floor plans with active rooms and campus map views with active ranges | |||
| Apply multiple category tags to individual resources | |||
| Define maximum workload for individual instructors | |||
| Track instructor certifications at the class and activity level including instructor role (lead, support, mentor) and expirations | |||
| Provide calendar view of instructor assignments (including conflicts) | |||
| Automatically load-balance instructor assignments; provide look-ahead functionality to proactively ensure instructor availability | |||
| Ensure instructor continuity when auto-scheduling instructors | |||
| Leverage existing curricula to build class schedules | |||
| Create complex, multi-week training programs spread among multiple venues | |||
| Create and print schedules, events, and resources | |||
| Create complex, multi-week class schedules based on user-defined business rules | |||
| Create, view, edit, cancel, and delete Planned Events | |||
| Housing Management | Support customizable housing/dorm configuration | ||
| Specify usage types and price levels for housing inventory | |||
| Manage housing reservations for classes and non-training events | |||
| Include housing request with student registration or enrollment | |||
| Track off-center lodging assignments | |||
| Track estimated housing and travel costs | |||
| Support real-time viewing of check-ins, check-outs, maintenance issues, class date changes, and enrollment changes | |||
| Reassign housing | |||
| Link student housing reservations to class information (housing rosters) and auto-assign student housing based on registration parameters | |||
| Automatically assign housing according to specific business rules/criteria | |||
| Generate building/room maintenance tickets | |||
| Manually check out a departed student from class record | |||
| 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. | ||
| Generate performance evaluation reports containing defined evaluation criteria and item groupings | |||
| Support supervisory approval for performance evaluation reports | |||
| Generate field training program report | |||
| Generate automated email notifications for reports pending approval | |||
| Generate automated email notifications for reports sent back for editing | |||
| Maintain performance evaluation reports on person records | |||
| Attach files to performance evaluation reports | |||
| Export performance evaluation report data | |||
| Support performance evaluation report versioning | |||
| Support audit trail reporting | |||
| Generate training incident reports | |||
| Generate security rights reports | |||
| Generate system usage reports | |||
| Generate departure statistics reports | |||
| Generate self-service printable/sharable training transcripts | |||
| Restrict information reports by audience | |||
| Create custom reports utilizing Structured Query Language (SQL) queries and ad hoc export tool | |||
| Export reports into Excel, comma separated values (CSV), and portable document format (PDF) | |||
| Support "out-of-the-box" reports that cover basic functionality (completed training, incomplete training, classroom enrollments, training hours, etc.) | |||
| Automatically email scheduled reports | |||
| Compliance | Generate automated email reminders about upcoming expired certifications | ||
| Track and generate certifications for personnel, organizations, and inventory | |||
| Create certifications which are non-expiring, expiring based upon predefined timeframes, or expiring based on employment criteria | |||
| Define conferral and renewal requirements | |||
| Track multiple dimensions of compliance (e.g., training, age, documents, skills, certifications, and custom attributes) | |||
| Maintain compliance history | |||
| Identify upcoming and recent expirations of current employees | |||
| Configure levels and timeframes for automated email notifications of upcoming expirations | |||
| Automated renewal of certifications based on auto-fulfilled requirements | |||
| Export person compliance audit results |
DRAFT
DRAFT
DRAFT
DRAFT
DRAFT
DRAFT
DRAFT
DRAFT
DRAFT
File details come from the government source that posted it. Updated .