3-ERP Software RFP - Appendix C Department Requirements (1).xlsx

XLSX spreadsheet 6 MB Posted Jan 20, 2026

Attached to: RFP 26-10 ERP / SIS
Solicitation number: RFP 26-10 ERP / SIS
Issued by: Comal County, Texas

About this file

Written by GovTribe AI · Jan 20, 2026

This is an ERP Software Compliance Evaluation Spreadsheet for New Braunfels Independent School District's RFP 26-10 ERP/SIS procurement in Texas. The document serves as an appendix containing department requirements specifications and a vendor response evaluation template covering 25 primary modules plus 26 additional module slots. The primary modules include General Technical, Reporting & Analytics, Document Management, General Ledger, Accounts Payable, Accounts Receivable & Invoicing, Cash Receipts, Procurement, Inventory, Budgeting, Fixed Assets, Grant & Project Accounting, Student Activity Accounting, Employee Expense Reimbursement, Human Resources, Applicant Tracking, Performance Management, Position Control, Benefits, Payroll, Employee Self-Service, Time & Attendance, Professional Development & Learning Management System, Student Information System (SIS), and Public Education Information Management System (PEIMS). The spreadsheet contains a comprehensive task status tracking system with ten workflow steps, including basic RFP information updates, module specification entry, quality assurance reviews, vendor response analysis, and central analysis compilation. The document indicates the RFP is in early preparation stages with most tasks marked as "Not Started."

The evaluation framework uses a weighted compliance scoring system with High Priority (4 points at 90% compliance threshold), Medium Priority (2 points at 80% compliance threshold), and Low Priority (1 point at 0% compliance threshold). Vendor responses are categorized using availability codes: Y (100% out-of-box functionality), R (50% via reporting tools), T (100% via third-party solutions), M (25% via customization), F (25% via future release), and N (0% not available). The compliance spreadsheet currently shows zero responses entered across all modules with a weighted average of 0.00%, indicating this is a template prepared in advance of vendor submissions. The General Technical module contains 91 specifications covering system architecture, security protocols, authentication requirements, backup and recovery procedures, integration capabilities, hosting infrastructure, mobile device support, and regulatory compliance including IDEA, FERPA, HIPAA, and section 508 ADA requirements. Additional specifications address data encryption standards (AES-256 at rest, TLS 1.3 in transit), multi-factor authentication, disaster recovery planning with 99.9% uptime requirements, and integration with Google Workspace and Frontline systems.

View the file

Other files

File	Type	Posted
9-Software Specifications - Appendix C.pdf	PDF	Jan 20, 2026
6-New Braunfels ISD Terms Conditions (Fillable).pdf	PDF	Jan 20, 2026
1-ERP Software RFP - Appendix A.docx.pdf	PDF	Jan 20, 2026
7-VENDOR PACKET 2 (Fillable).pdf	PDF	Jan 20, 2026
5-EDGAR REVISED PACKET (Fillable).pdf	PDF	Jan 20, 2026
2-NBISD ISD ERP-SIS Software RFP - Appendix B.xlsx	XLSX spreadsheet	Jan 20, 2026
8-W-9 Latest Version (Fillable).pdf	PDF	Jan 20, 2026
10-Software Specifications - Appendix C.xlsx	XLSX spreadsheet	Jan 20, 2026
4-NBISD DATA SHARING AGREEMENT - Appendix D.pdf	PDF	Jan 20, 2026

On GovTribe

Work with this file

Download the original file
Contacts named in this file
Similar government files
Ask GovTribe AI about this file

Try for free Login

Text version

The file's text, extracted by GovTribe without its formatting.

Summary

Error Check Columns	Presentation Columns	Calculation Columns
DO NOT EDIT	DO NOT EDIT	DO NOT EDIT

Software Specification Compliance Summary
Client Name	Proposal Due Date: Due Date
RFP Name	Date Received: Date Received
New Braunfels Independent School District

Section	Module	Compliance	Weighting	Primary Product		Average	Isnum-Ave	Isnum-Weight
4.2	General technical	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.3	Reporting & Analytics	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.4	Document Management	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.5	General Ledger	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.6	Accounts Payable	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.7	Accounts Receivable & Invoicing	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.8	Cash Receipts	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.9	Procurement	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.10	Inventory	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.11	Budgeting	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.12	Fixed Assets	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.13	Grant & Project Accounting	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.14	Student Activity Accounting	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.15	Employee Expense Reimbursement	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.16	Human Resources	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.17	Applicant Tracking	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.18	Performance Management	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.19	Position Control	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.20	Benefits	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.	Replace this text with the primary product name(s) which satisfy requirements.	Replace this text with the primary product name(s) which satisfy requirements.	NA	NA
4.21	Payroll	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.22	Employee Self-Service	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.23	Time & Attendance	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.24	PD & LMS	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.25	Student Information System (SIS)	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.26	Public Education Information Management System (PEIMS)	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.27	Module 26	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.28	Module 27	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.29	Module 28	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.30	Module 29	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.31	Module 30	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.32	Module 31	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.33	Module 32	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.34	Module 33	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.35	Module 34	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.36	Module 35	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.37	Module 36	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.38	Module 37	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.39	Module 38	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.40	Module 39	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.41	Module 40	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.42	Module 41	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.43	Module 42	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.44	Module 43	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.45	Module 44	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.46	Module 45	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.47	Module 46	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.48	Module 47	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.49	Module 48	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.50	Module 49	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
4.51	Module 50	N/A	0.00%	Replace this text with the primary product name(s) which satisfy requirements.			NA	NA
Weighted Average for New Braunfels Independent School District:		0.00%	Error <> 100%			0	0	0
Weighted Average for Offered Modules:		0.00%

* Weighting established by Client Name Selection Committee

Total Potential Points Based on Specification Priority		Legend
Points	Description
4	High Prioritized Requirements	90% compliant or greater.
2	Medium Prioritized Requirements	80% compliant or greater, less than 90%.
1	Low Prioritized Requirements	Less than 80% compliant.

Percent of Total Potential Points Awarded Based on Vendor Availability Response
Percent	Response	Description
100%	Y	Functionality is provided out of the box through the completion of a task associated with a routine configurable area that includes, but is not limited to, user-defined fields, delivered or configurable workflows, alerts or notifications, standard import/export, table driven setups and standard reports with no changes. These configuration areas will not be affected by a future upgrade. The proposed services include implementation and training on this functionality, unless specifically excluded in the Statement of Work, as part of the deployment of the solution.
50%	R	Functionality is provided through reports generated using proposed Reporting Tools.
100%	T	Functionality is provided by proposed third party functionality (i.e., third party is defined as a separate software vendor from the primary software vendor). The pricing of all third party products that provide this functionality MUST be included in the cost proposal.
25%	M	Functionality is provided through customization to the application, including creation of a new workflow or development of a custom interface, that may have an impact on future upgradability.
25%	F	Functionality is provided through a future general availability (GA) release that is scheduled to occur within 1 year of the proposal response.
0%	N	Functionality is not provided.

		4.2 - General technical					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	340	2	4
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	85	1	4	90	0		N	0	0	0
		Total:	85	1	4	90	0		Total:	0	0	0
									%	0.0%	0.0%	0.0%
		4.3 - Reporting & Analytics					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	144	0	1
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	36	0	1	37	0		N	0	0	0
		Total:	36	0	1	37	0		Total:	0	0	0
									%	0.0%	NA	0.0%
		4.4 - Document Management					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	152	8	2
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	38	4	2	44	0		N	0	0	0
		Total:	38	4	2	44	0		Total:	0	0	0
									%	0.0%	0.0%	0.0%
		4.5 - General Ledger					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	392	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	98	0	0	98	5		N	0	0	0
		Total:	98	0	0	98	5		Total:	0	0	0
									%	0.0%	NA	NA
		4.6 - Accounts Payable					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	536	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	134	0	0	134	11		N	0	0	0
		Total:	134	0	0	134	11		Total:	0	0	0
									%	0.0%	NA	NA
		4.7 - Accounts Receivable & Invoicing					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	628	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	157	0	0	157	3		N	0	0	0
		Total:	157	0	0	157	3		Total:	0	0	0
									%	0.0%	NA	NA
		4.8 - Cash Receipts					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	160	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	40	0	0	40	2		N	0	0	0
		Total:	40	0	0	40	2		Total:	0	0	0
									%	0.0%	NA	NA
		4.9 - Procurement					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	1004	8	6
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	251	4	6	261	11		N	0	0	0
		Total:	251	4	6	261	11		Total:	0	0	0
									%	0.0%	0.0%	0.0%
		4.10 - Inventory					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	372	20	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	93	10	0	103	0		N	0	0	0
		Total:	93	10	0	103	0		Total:	0	0	0
									%	0.0%	0.0%	NA
		4.11 - Budgeting					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	352	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	88	0	0	88	0		N	0	0	0
		Total:	88	0	0	88	0		Total:	0	0	0
									%	0.0%	NA	NA
		4.12 - Fixed Assets					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	256	44	6
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	64	22	6	92	0		N	0	0	0
		Total:	64	22	6	92	0		Total:	0	0	0
									%	0.0%	0.0%	0.0%
		4.13 - Grant & Project Accounting					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	168	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	42	0	0	42	0		N	0	0	0
		Total:	42	0	0	42	0		Total:	0	0	0
									%	0.0%	NA	NA
		4.14 - Student Activity Accounting					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	128	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	32	0	0	32	0		N	0	0	0
		Total:	32	0	0	32	0		Total:	0	0	0
									%	0.0%	NA	NA
		4.15 - Employee Expense Reimbursement					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	92	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	23	0	0	23	0		N	0	0	0
		Total:	23	0	0	23	0		Total:	0	0	0
									%	0.0%	NA	NA
		4.16 - Human Resources					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	436	8	75
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	109	4	75	188	7		N	0	0	0
		Total:	109	4	75	188	7		Total:	0	0	0
									%	0.0%	0.0%	0.0%
		4.17 - Applicant Tracking					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	44	6	25
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	11	3	25	39	0		N	0	0	0
		Total:	11	3	25	39	0		Total:	0	0	0
									%	0.0%	0.0%	0.0%
		4.18 - Performance Management					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	0	0	41
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	0	0	41	41	0		N	0	0	0
		Total:	0	0	41	41	0		Total:	0	0	0
									%	NA	NA	0.0%
		4.19 - Position Control					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	156	6	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	39	3	0	42	0		N	0	0	0
		Total:	39	3	0	42	0		Total:	0	0	0
									%	0.0%	0.0%	NA
		4.20 - Benefits					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	136	12	57
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	34	6	57	97	5		N	0	0	0
		Total:	34	6	57	97	5		Total:	0	0	0
									%	0.0%	0.0%	0.0%
		4.21 - Payroll					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	1168	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	292	0	0	292	0		N	0	0	0
		Total:	292	0	0	292	0		Total:	0	0	0
									%	0.0%	NA	NA
		4.22 - Employee Self-Service					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	112	8	6
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	28	4	6	38	0		N	0	0	0
		Total:	28	4	6	38	0		Total:	0	0	0
									%	0.0%	0.0%	0.0%
		4.23 - Time & Attendance					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	208	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	52	0	0	52	0		N	0	0	0
		Total:	52	0	0	52	0		Total:	0	0	0
									%	0.0%	NA	NA
		4.24 - PD & LMS					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	204	14	8
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	51	7	8	66	6		N	0	0	0
		Total:	51	7	8	66	6		Total:	0	0	0
									%	0.0%	0.0%	0.0%
		4.25 - Student Information System (SIS)					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	0	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	0	0	0	0	0		N	0	0	0
		Total:	0	0	0	0	0		Total:	0	0	0
									%	NA	NA	NA
		4.26 - Public Education Information Management System (PEIMS)					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	0	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	0	0	0	0	0		N	0	0	0
		Total:	0	0	0	0	0		Total:	0	0	0
									%	NA	NA	NA
		4.27 - Module 26					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	0	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	0	0	0	0	0		N	0	0	0
		Total:	0	0	0	0	0		Total:	0	0	0
									%	NA	NA	NA
		4.28 - Module 27					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	0	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	0	0	0	0	0		N	0	0	0
		Total:	0	0	0	0	0		Total:	0	0	0
									%	NA	NA	NA
		4.29 - Module 28					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	0	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	0	0	0	0	0		N	0	0	0
		Total:	0	0	0	0	0		Total:	0	0	0
									%	NA	NA	NA
		4.30 - Module 29					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	0	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	0	0	0	0	0		N	0	0	0
		Total:	0	0	0	0	0		Total:	0	0	0
									%	NA	NA	NA
		4.31 - Module 30					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	0	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	0	0	0	0	0		N	0	0	0
		Total:	0	0	0	0	0		Total:	0	0	0
									%	NA	NA	NA
		4.32 - Module 31					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	0	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	0	0	0	0	0		N	0	0	0
		Total:	0	0	0	0	0		Total:	0	0	0
									%	NA	NA	NA
		4.33 - Module 32					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	0	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	0	0	0	0	0		N	0	0	0
		Total:	0	0	0	0	0		Total:	0	0	0
									%	NA	NA	NA
		4.34 - Module 33					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	0	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	0	0	0	0	0		N	0	0	0
		Total:	0	0	0	0	0		Total:	0	0	0
									%	NA	NA	NA
		4.35 - Module 34					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	0	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	0	0	0	0	0		N	0	0	0
		Total:	0	0	0	0	0		Total:	0	0	0
									%	NA	NA	NA
		4.36 - Module 35					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	0	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	0	0	0	0	0		N	0	0	0
		Total:	0	0	0	0	0		Total:	0	0	0
									%	NA	NA	NA
		4.37 - Module 36					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	0	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	0	0	0	0	0		N	0	0	0
		Total:	0	0	0	0	0		Total:	0	0	0
									%	NA	NA	NA
		4.38 - Module 37					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	0	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	0	0	0	0	0		N	0	0	0
		Total:	0	0	0	0	0		Total:	0	0	0
									%	NA	NA	NA
		4.39 - Module 38					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	0	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	0	0	0	0	0		N	0	0	0
		Total:	0	0	0	0	0		Total:	0	0	0
									%	NA	NA	NA
		4.40 - Module 39					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	0	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	0	0	0	0	0		N	0	0	0
		Total:	0	0	0	0	0		Total:	0	0	0
									%	NA	NA	NA
		4.41 - Module 40					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	0	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	0	0	0	0	0		N	0	0	0
		Total:	0	0	0	0	0		Total:	0	0	0
									%	NA	NA	NA
		4.42 - Module 41					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	0	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	0	0	0	0	0		N	0	0	0
		Total:	0	0	0	0	0		Total:	0	0	0
									%	NA	NA	NA
		4.43 - Module 42					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	0	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	0	0	0	0	0		N	0	0	0
		Total:	0	0	0	0	0		Total:	0	0	0
									%	NA	NA	NA
		4.44 - Module 43					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	0	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	0	0	0	0	0		N	0	0	0
		Total:	0	0	0	0	0		Total:	0	0	0
									%	NA	NA	NA
		4.45 - Module 44					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	0	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	0	0	0	0	0		N	0	0	0
		Total:	0	0	0	0	0		Total:	0	0	0
									%	NA	NA	NA
		4.46 - Module 45					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	0	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	0	0	0	0	0		N	0	0	0
		Total:	0	0	0	0	0		Total:	0	0	0
									%	NA	NA	NA
		4.47 - Module 46					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	0	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	0	0	0	0	0		N	0	0	0
		Total:	0	0	0	0	0		Total:	0	0	0
									%	NA	NA	NA
		4.48 - Module 47					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	0	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	0	0	0	0	0		N	0	0	0
		Total:	0	0	0	0	0		Total:	0	0	0
									%	NA	NA	NA
		4.49 - Module 48					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	0	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	0	0	0	0	0		N	0	0	0
		Total:	0	0	0	0	0		Total:	0	0	0
									%	NA	NA	NA
		4.50 - Module 49					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	0	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	0	0	0	0	0		N	0	0	0
		Total:	0	0	0	0	0		Total:	0	0	0
									%	NA	NA	NA
		4.51 - Module 50					Overall Compliance:	N/A
		Availability	Priority			Total	Comments	Availability by Type		H	M	L
			High	Medium	Low				Max	0	0	0
		Yes	0	0	0	0	0		Y	0	0	0
		Reporting	0	0	0	0	0		R	0	0	0
		Third Party	0	0	0	0	0		T	0	0	0
Errors in response?		Modification	0	0	0	0	0		M	0	0	0
(See column AB)		Future	0	0	0	0	0		F	0	0	0
No	0	Not Available	0	0	0	0	0		N	0	0	0
		Total:	0	0	0	0	0		Total:	0	0	0
									%	NA	NA	NA
		Total Compliance for All Modules
		Availability	Priority			Total	Comments	Availability by Type
			High	Medium	Low
		Yes	0	0	0	0	0
		Reporting	0	0	0	0	0
		Third Party	0	0	0	0	0
		Modification	0	0	0	0	0
		Future	0	0	0	0	0
		Not Available	1,797	68	231	2,096	50
		Total:	1,797	68	231	2,096	50

Y R T M F N 0 0 0 0 0 90 Y R T M F N 0 0 0 0 0 88 Y R T M F N 0 0 0 0 0 92 Y R T M F N 0 0 0 0 0 42 Y R T M F N 0 0 0 0 0 32 Y R T M F N 0 0 0 0 0 23 Y R T M F N 0 0 0 0 0 188 Y R T M F N 0 0 0 0 0 39 Y R T M F N 0 0 0 0 0 41 Y R T M F N 0 0 0 0 0 42 Y R T M F N 0 0 0 0 0 97 Y R T M F N 0 0 0 0 0 37 Y R T M F N 0 0 0 0 0 292 Y R T M F N 0 0 0 0 0 38 Y R T M F N 0 0 0 0 0 52 Y R T M F N 0 0 0 0 0 66 Y R T M F N Y R T M F N Y R T M F N Y R T M F N Y R T M F N Y R T M F N Y R T M F N 0 0 0 0 0 44 Y R T M F N Y R T M F N Y R T M F N Y R T M F N Y R T M F N Y R T M F N Y R T M F N Y R T M F N Y R T M F N Y R T M F N Y R T M F N 0 0 0 0 0 98 Y R T M F N Y R T M F N Y R T M F N Y R T M F N Y R T M F N Y R T M F N Y R T M F N Y R T M F N Y R T M F N Y R T M F N Y R T M F N 0 0 0 0 0 134 Y R T M F N Y R T M F N 0 0 0 0 0 2096 Y R T M F N 0 0 0 0 0 157 Y R T M F N 0 0 0 0 0 40 Y R T M F N 0 0 0 0 0 261 Y R T M F N 0 0 0 0 0 103 Control Panel

					Not Started
0	Overall Status				In Progress
					Complete
	Task	Status	Staff	Staff Notes?
	1 - Update Basic RFP Info	Not Started	PM Staff	None	Yes
	2 - Confirm Codes and Conditional Formatting	Not Started	PM Staff	"Make sure to confirm definitions are consistent wi…"	No
	3 - Enter RFP Modules & Copy Objective/Specs	Not Started	PM Staff	None
	4 - QA Module Specs	Not Started	PM Staff	None
	5 - Protect Workbook and Save as XLSX	Not Started	PM Staff	"New and improved Macro automatically allows vendor…"
	RFP Released
	6 - Update Proposal Information	Not Started	PM Staff	None
	7 - Review/Resolve Response Errors	Not Started	PM Staff	None
	8 - Print Reports to PDF	Not Started	PM Staff	"Run filters by opening filter XLSM worksheet until…"
	9 - Copy RFP Data to Central Analysis (Vendor 1)	Not Started	PM Staff	None
	10 - Copy Vendor Data to Central Analysis	Not Started	PM Staff	None

1 Update Basic RFP Info Vendor Form Set-up:

Not Started	Basic RFP Info		Definitions?	Staff Notes
	Client Name	State (MI)	Yes
PM Staff	Client Short Name	City/Cnty
	RFP Name		Vendor Modules?
	Due Date		Yes
	Selection Committee		Replace this text with the primary product name(s) which satisfy requirements.

2 Confirm Priority, Availability, Definitions and Conditional Formatting:

Not Started	Spec Priority	Code	Points		Conditional Format	Staff Notes
	High	H	4		90%	Make sure to confirm definitions are consistent with the RFP!
PM Staff	Medium	M	2		80%
	Low	L	1		0%
		-
	Vendor Compliance	Code	Percent	Definition
	Yes	Y	100%	Functionality is provided out of the box through the completion of a task associated with a routine configurable area that includes, but is not limited to, user-defined fields, delivered or configurable workflows, alerts or notifications, standard import/export, table driven setups and standard reports with no changes. These configuration areas will not be affected by a future upgrade. The proposed services include implementation and training on this functionality, unless specifically excluded in the Statement of Work, as part of the deployment of the solution.
	Reporting	R	100%	Functionality is provided through reports generated using proposed Reporting Tools.
	Third Party	T	50%	Functionality is provided by proposed third party functionality (i.e., third party is defined as a separate software vendor from the primary software vendor). The pricing of all third party products that provide this functionality MUST be included in the cost proposal.
	Modification	M	25%	Functionality is provided through customization to the application, including creation of a new workflow or development of a custom interface, that may have an impact on future upgradability.
	Future	F	25%	Functionality is provided through a future general availability (GA) release that is scheduled to occur within 1 year of the proposal response.
	Not Available	N	0%	Functionality is not provided.

3 Enter RFP Modules, RFP Section, and Weight. Copy Module Objectives and specs. Format sheets:

Not Started	Module Name	RFP	Weight	Module Status	Click to Rename/Hide Tabs AFTER copying modules to left:	Invalid Priorities?
	General technical	4.2		Complete		0
PM Staff	Reporting & Analytics	4.3		Complete		0
	Document Management	4.4		Complete		0
	General Ledger	4.5		Complete		0
	Accounts Payable	4.6		Complete	Module Prep Instructions	0
	Accounts Receivable & Invoicing	4.7		Complete

1. Copy and paste Objective for each module.

2. Copy and paste (with formatting) Specification and Priority columns for each module to appropriate sheet.

3. Click "Format Sheet" button in column AC to apply formatting, data validation, and delete extra rows.

4. Ensure there are no invalid priorities.

5. QA each sheet addressing the following items:

- Spell Check

- Topic Areas Headers (grey and bolded)

- Consistently indented sub-specifications

- Page Header

- Print Preview to verify overall appearance	0
		Cash Receipts	4.8	Complete		0
		Procurement	4.9	Complete		0
		Inventory	4.10	Complete		0
		Budgeting	4.11	Complete		0
		Fixed Assets	4.12	Complete		0
		Grant & Project Accounting	4.13	Complete		0
		Student Activity Accounting	4.14	Complete		0
		Employee Expense Reimbursement	4.15	Complete		0
		Human Resources	4.16	Complete		0
		Applicant Tracking	4.17	Complete		0
		Performance Management	4.18	Complete		0
		Position Control	4.19	Complete		0
		Benefits	4.20	Complete		0
		Payroll	4.21	Complete		0
		Employee Self-Service	4.22	Complete	Staff Notes	0
		Time & Attendance	4.23	Complete		0
		PD & LMS	4.24	Complete		10
		Student Information System (SIS)	4.25	Not Started		0
		Public Education Information Management System (PEIMS)	4.26	Not Started		0
		Module 26	4.27	Not Started		ERROR:#REF!
		Module 27	4.28	Not Started		ERROR:#REF!
		Module 28	4.29	Not Started		ERROR:#REF!
		Module 29	4.30	Not Started		ERROR:#REF!
		Module 30	4.31	Not Started		ERROR:#REF!
		Module 31	4.32	Not Started		ERROR:#REF!
		Module 32	4.33	Not Started		ERROR:#REF!
		Module 33	4.34	Not Started		ERROR:#REF!
		Module 34	4.35	Not Started		ERROR:#REF!
		Module 35	4.36	Not Started		ERROR:#REF!
		Module 36	4.37	Not Started		ERROR:#REF!
		Module 37	4.38	Not Started		ERROR:#REF!
		Module 38	4.39	Not Started		ERROR:#REF!
		Module 39	4.40	Not Started		ERROR:#REF!
		Module 40	4.41	Not Started		ERROR:#REF!
		Module 41	4.42	Not Started		ERROR:#REF!
		Module 42	4.43	Not Started		ERROR:#REF!
		Module 43	4.44	Not Started		ERROR:#REF!
		Module 44	4.45	Not Started		ERROR:#REF!
		Module 45	4.46	Not Started		ERROR:#REF!
		Module 46	4.47	Not Started		ERROR:#REF!
		Module 47	4.48	Not Started		ERROR:#REF!
		Module 48	4.49	Not Started		ERROR:#REF!
		Module 49	4.50	Not Started		ERROR:#REF!
		Module 50	4.51	Not Started		ERROR:#REF!

4 QA and Prepare for Release:

Not Started	Perform Spell Check	Complete	Staff Notes
	Hide unused modules in overall table of Summary Tab	Complete
PM Staff	Hide unused module details tables in Summary Tab	Complete
	Set page breaks in Summary Tab	Not Started
	Print Preview all sheets and perform final QA	Complete
	Enter test responses for each module. Confirm logic.	Not Started
	Final QA and Sign-off	Not Started

5 Protect Workbook and Save as XLSX:

Not Started	Click to protect workbook and sheets	Staff Notes
		New and improved Macro automatically allows vendor to enter their name in cell A1 of the first module.

Verify that module headers refer to the name of the module spreadsheet and do not say 'module 1' and so on. This may need to be updated through the page setup function.

PM Staff

RFP Released

6 Update Proposal Information:

Not Started	Proposal Information	Staff Notes
	New Braunfels Independent School District
PM Staff	AISD
	Date Received

7 Review and Resolve Errors in Vendor Response:

Not Started	Errors in Vendor Response?	Staff Notes
	No
PM Staff

8 Print Reports to PDF

Not Started	Print Summary Tab	Not Started	Staff Notes
	Apply Comments Filter. Select and Print All Module Tabs	Not Started	Run filters by opening filter XLSM worksheet until installed on staff PCs.
PM Staff	Apply H/M and N/F Filter. Select and Print All Module Tabs	Not Started
	Apply Modifications Filter. Select and Print All Module Tabs	Not Started
	Clear Filters	Not Started
	QA Step 6	Not Started
	QA Step 7	Not Started

9 Copy Yellow Cells to Step 1 in Central Analysis Worksheet Dashboard for Vendor 1 Only:

Not Started	Copy to Step 1 of Central Analysis for Vendor 1			Staff Notes
	(copy from here)
PM Staff	Client Name
	Client Short Name	0.90	State (MI)
	RFP Name	0.80	City/Cnty
	Due Date
	Selection Committee
	General technical	4.2	0
	Reporting & Analytics	4.3	0
	Document Management	4.4	0
	General Ledger	4.5	0
	Accounts Payable	4.6	0
	Accounts Receivable & Invoicing	4.7	0
	Cash Receipts	4.8	0
	Procurement	4.9	0
	Inventory	4.10	0
	Budgeting	4.11	0
	Fixed Assets	4.12	0
	Grant & Project Accounting	4.13	0
	Student Activity Accounting	4.14	0
	Employee Expense Reimbursement	4.15	0
	Human Resources	4.16	0
	Applicant Tracking	4.17	0
	Performance Management	4.18	0
	Position Control	4.19	0
	Benefits	4.20	0
	Payroll	4.21	0
	Employee Self-Service	4.22	0
	Time & Attendance	4.23	0
	PD & LMS	4.24	0
	Student Information System (SIS)	4.25	0
	Public Education Information Management System (PEIMS)	4.26	0
	Module 26	4.27	0
	Module 27	4.28	0
	Module 28	4.29	0
	Module 29	4.30	0
	Module 30	4.31	0
	Module 31	4.32	0
	Module 32	4.33	0
	Module 33	4.34	0
	Module 34	4.35	0
	Module 35	4.36	0
	Module 36	4.37	0
	Module 37	4.38	0
	Module 38	4.39	0
	Module 39	4.40	0
	Module 40	4.41	0
	Module 41	4.42	0
	Module 42	4.43	0
	Module 43	4.44	0
	Module 44	4.45	0
	Module 45	4.46	0
	Module 46	4.47	0
	Module 47	4.48	0
	Module 48	4.49	0
	Module 49	4.50	0
	Module 50	4.51	0
	High	H	4
	Medium	M	2
	Low	L	1
	Yes	Y	1
	Reporting	R	1
	Third Party	T	1
	Modification	M	0
	Future	F	0
	Not Available	N	0
			(to here)

10 Copy Yellow Cells to Step 2 in Central Analysis Worksheet Dashboard for ALL vendors:

Not Started	Copy to Step 2 of Central Analysis for ALL Vendors			Staff Notes
	(copy from here)
PM Staff	New Braunfels Independent School District
	AISD	0.00%
	Date Received	0.00%
	General technical	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Reporting & Analytics	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Document Management	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	General Ledger	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Accounts Payable	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Accounts Receivable & Invoicing	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Cash Receipts	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Procurement	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Inventory	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Budgeting	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Fixed Assets	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Grant & Project Accounting	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Student Activity Accounting	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Employee Expense Reimbursement	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Human Resources	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Applicant Tracking	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Performance Management	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Position Control	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Benefits	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Payroll	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Employee Self-Service	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Time & Attendance	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	PD & LMS	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Student Information System (SIS)	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Public Education Information Management System (PEIMS)	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Module 26	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Module 27	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Module 28	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Module 29	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Module 30	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Module 31	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Module 32	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Module 33	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Module 34	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Module 35	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Module 36	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Module 37	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Module 38	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Module 39	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Module 40	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Module 41	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Module 42	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Module 43	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Module 44	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Module 45	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Module 46	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Module 47	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Module 48	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Module 49	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	Module 50	N/A	Replace this text with the primary product name(s) which satisfy requirements.
	0	0	0
	0	0	0
	0	0	0
	0	0	0
	0	0	0
	1,797	68	231
			(to here)

Matt J. - General Technical

Replace this text with vendor name in the first module.
Code	Availability Definition								Count:	91
Y	Functionality is provided out of the box through the completion of a task associated with a routine configurable area that includes, but is not limited to, user-defined fields, delivered or configurable workflows, alerts or notifications, standard import/export, table driven setups and standard reports with no changes. These configuration areas will not be affected by a future upgrade. The proposed services include implementation and training on this functionality, unless specifically excluded in the Statement of Work, as part of the deployment of the solution.
R	Functionality is provided through reports generated using proposed Reporting Tools.
T	Functionality is provided by proposed third party functionality (i.e., third party is defined as a separate software vendor from the primary software vendor). The pricing of all third party products that provide this functionality MUST be included in the cost proposal.
M	Functionality is provided through customization to the application, including creation of a new workflow or development of a custom interface, that may have an impact on future upgradability.
F	Functionality is provided through a future general availability (GA) release that is scheduled to occur within 1 year of the proposal response.
N	Functionality is not provided.
Replace this text with the primary product name(s) which satisfy requirements.
4.2 - General technical			Replace this text with the primary product name(s) which satisfy requirements.
Objective:								(note: if errors exist look through column AB to identify)
Number	Application Requirements	Priority	Availability	Cost	Required Product(s)	Comments		# of Errors:		0
1	General Requirements				N/A				N
2	All transaction processing, including DB maintenance and transaction entry, can be handled in an online, real-time processing mode.	H			N/A				N
3	The proposed system is based on a relational database model system	H			N/A		X		N
4	System must be "device independent," able to function on desktop, laptop, tablet, and mobile devices.	H			N/A		X		N
5	System must be "OS independent," and able to function on latest stable releases of contemporary operating systems such as Windows 10, Windows 11, MacOS, ChromeOS, etc.	H			N/A		X		N
6	System must be "browser independent," and able to function on latest stable release of any contemporary web browser such as Chrome, Edge, Firefox, Safari, etc.	H			N/A		X		N
7	Web interfaces are 100% HTML 5 compliant for all functions and do not require plug-ins. System should act appropriately with different browser zoom levels or screen dimensions following modern responsive web design guidelines.	H			N/A		X		N
8	When configured and supported according to provided vendor specifications, system response time for any user input action on average should be less than two seconds per screen page refresh.	H			N/A				N
9	System must have integrated workflow engine and provide configurable, best-practice processes out of the box.	H			N/A				N
10	System must offer on-demand data refreshes for test or sandbox environment	H			N/A				N
11	Test environments must be provided that allows for testing of latest upgrade versions prior to deployment in production.	H			N/A				N
12	Ability to simulate emails and notifications in a test or sandbox environment	H			N/A				N
13	Vendor upgrades must occur without having to re-establish or modify any configuration settings, customized form fields, or stored data	H			N/A				N
14	Vendor upgrades must occur during a maintenance window or without negatively impacting user activity or systems jobs.	H			N/A				N
15	Ability to integrate with office suite software, including Microsoft Office and Google Workspace, for import and export of documentation, spreadsheets, etc.	H			N/A				N
16	Ability to integrate with e-mail clients, including Microsoft Outlook and Google Gmail, for export of information to email	H			N/A				N
17	System provides platform to create web based forms that fully integrate with the workflow engine and all ERP modules and fields.	H			N/A				N
18	System provides toolset for custom configuration of all screens independent of the source code layer, and should allow for creation of new fields as well as the redesign of existing forms.	H			N/A				N
19	Ability for system administrators to define any sensitive data element for which changes must be audit logged, including ability to show/hide fields based on sensitivity.	H			N/A				N
20	System maintains audit trail with full detail of current and previous values, operator, change reason code, time/date stamp.	H			N/A				N
21	The software should be menu-driven or graphical user interface-based with comprehensive utility and “help” screen capabilities.	H			N/A				N
22	Preferred help system should be context-sensitive and display the help for the function or screen you are currently using.	H			N/A				N
23	User navigation to most functions should be via single click or tab from base menu or search.	H			N/A				N

This is the start of the file's text. The full file is on GovTribe.

File details come from the government source that posted it. Updated Jan 20, 2026.