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

Request for Proposals (RFP) 70B06C24R00000002

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 ability to play video from 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

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]

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

65 Manage specification of user-defined graduation requirements

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

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

68 Generate list of staff assignment roles

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

70 Record and report student performance and progress in a course

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

72 Support automated and manual grading and graduation processes

73 Support performance monitoring for “at risk” students

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

75 Create customizable dashboards

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

77 Publish class documents for student viewing

78 Identify a point of contact for each class

79 Support online class discussions

80 Group students enrolled in a class

81 Track training expenses

82 Forecast training needs

83 Track student attendance

84 Create/confer/print custom student diplomas

85 Create/confer student awards from training class

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

Registration

Track travel information

88 Configure, Manage, and Track Prerequisites

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

90 Sequence multiple registration requests in priority order

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

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

93 Automatically email students when registration status changes

94 Restrict visibility of an available class, based on organization

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

96 Collect emergency contact information at registration

97 Add comments to a student’s registration record

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

99 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

101 Use mobile application to record performance tests

102 Enter observer and student comments on performance tests

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

104 Automatically configure ratings based on scores achieved

105 Define retest and waiver rules

106 Configure grading behaviors on tests

107 Maintain an integrated test question bank

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

109 Assign question priorities

110 Assign question categories

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

112 Support question feedback

113 Support question versioning

114 Generate question performance statistics

115 Generate multiple test editions within a single test template

116 Auto-select questions via business rules

117 Customize/randomize question order

118 Generate pre-and post-test instructions

119 Display or suppress student score at end of online test

120 Automatically update student records with test results

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

122 Perform cross-class test analysis

123 Provide cross-class grade list export

124 Analyze missed learning objectives by test and/or student

125 Generate test statistics by test edition and class

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

127 Print a blank pass/fail checklist test

128 Proctor monitor to manage tests

129 Anti-cheating feature for online testing

Surveys

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

131 Distribute surveys through automated emails

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

133 Distribute surveys to a specific list of people

134 Define respondent groups

135 Generate tabular and graphical analysis of survey responses

136 View and export survey responses

137 Support a "finish later" option for survey respondents

138 Filter survey results

139 Print and save survey analysis

140 Generate surveys based on custom time frame

141 Access survey results from class record

142 Expire access to a survey

Resource Management and Scheduling

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

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

145 Upload images for inventory identification

146 Track certifications, expirations, and inspections

147 Assign inventory to personnel, locations, or classes

148 Track inventory chain of custody

149 Define inventory storage locations

150 Define instructor, class, facility, and equipment availability

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

152 Manage individual instructor calendars and availability

153 Send email notifications to instructors

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

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

156 Support drag and drop capabilities on the schedule

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

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

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

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

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

162 Apply multiple category tags to individual resources

163 Define maximum workload for individual instructors

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

165 Provide calendar view of instructor assignments (including conflicts)

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

167 Ensure instructor continuity when auto-scheduling instructors

168 Leverage existing curricula to build class schedules

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

170 Create and print schedules, events, and resources

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

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

Housing Management

Support customizable housing/dorm configuration

174 Specify usage types and price levels for housing inventory

175 Manage housing reservations for classes and non-training events

176 Include housing request with student registration or enrollment

177 Track off-center lodging assignments

178 Track estimated housing and travel costs

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

180 Reassign housing

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

182 Automatically assign housing according to specific business rules/criteria

183 Generate building/room maintenance tickets

184 Manually check out a departed student from class record

185 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.

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

188 Support supervisory approval for performance evaluation reports

189 Generate field training program report

190 Generate automated email notifications for reports pending approval

191 Generate automated email notifications for reports sent back for editing

192 Maintain performance evaluation reports on person records

193 Attach files to performance evaluation reports

194 Export performance evaluation report data

195 Support performance evaluation report versioning

196 Support audit trail reporting

197 Generate security rights reports

198 Generate system usage reports

199 Generate departure statistics reports

200 Generate self-service printable/sharable training transcripts

201 Restrict information reports by audience

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

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

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

205 Email scheduled reports

Compliance

Generate automated email reminders about upcoming expired certifications

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

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

209 Define conferral and renewal requirements

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

211 Maintain compliance history

212 Identify upcoming and recent expirations of current employees

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

214 Automated renewal of certifications based on auto-fulfilled requirements

215 Export person compliance audit results