2.1.1 70B06C24R00000002 Attachment 3- Initial Capabilities.xlsx
XLSX spreadsheet 26 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
- 70B06C24R00000002
About this file
This document contains a capabilities survey for an Enterprise Training and Resource Management System solicitation from U.S. Customs and Border Protection. The solicitation seeks a software solution that meets FedRAMP Moderate security requirements and can handle over 75,000 users without performance degradation. It must support data partitioning without limits on the number of partitions, integration with OPM for EHRI data exchange, and migration to a FedRAMP High cloud environment. Offerors are evaluated on their security controls, experience implementing similar systems for other federal agencies, help desk support structure, and strategic vision for upgrades responsive to customer feedback and emerging technologies. The capabilities survey includes over 100 functional requirements across system administration, personnel management, training, testing, resource management, reporting, and compliance that an effective solution would provide out of the box, with 6 months of customization, or requiring over 6 months of customization.
View the file
Other files for this federal contract opportunity
| File | Type | Posted |
|---|---|---|
| 2.5.1 70B06C24R00000002 A00001 SF30.pdf | ||
| 2.5.1 70B06C24R00000002 A00001 Question & Answer.xlsx | XLSX spreadsheet | |
| 2.1.1 70B06C24R00000002.pdf | ||
| 2.1.1 70B06C24R00000002 Attachment 1- ETMS Pricing Worksheet.xlsx | XLSX spreadsheet | |
| 2.1.1 70B06C24R00000002 Attachment 2- Statement of Work.pdf | ||
| 2.1.1 70B06C24R00000002 Attachment 4- Role Based Narratives.pdf | ||
| 2.1.1 70B06C24R00000002 Attachment 2- Statement of Work- Appendix A- Functional Requirements.pdf |
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Text version
Solution Capability Survey
| CBP Enterprise Training & Resource Management (ETMS) | ||
| RFP# 70B06C24R00000002 | ||
| Category | Functional Requirement | Availability (Out-of-the-Box, Additional Customization within 6 months, Additional Customization longer than 6 months) |
| 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 ability to play video from 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] | ||
| 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 | ||
| 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 travel 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 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.) | ||
| 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 |
Interview Questions
| CBP Enterprise Training & Resource Management (ETMS) | |||
| RFP# 70B06C24R00000002 | |||
| Element | Instructions to Offeror | Question | Evaluation Criteria |
| 1. Data Security | The Offeror shall provide documentation or evidence about their system's current FedRAMP status. The following items should be addressed: | What is the highest authorization level achieved? | The Government requires a software solution with a FedRAMP authorization level of "Moderate" but would prefer a solution that has higher security controls. |
| How long has this level been maintained? | The Government prefers a software solution that has maintained a FedRAMP Moderate authorization for at least one (1) year. | ||
| What agency granted the authorization? | The Government prefers a software solution that was granted authorization by another Federal Agency. | ||
| How many security controls and measures do you have in place to meet FedRAMP requirements? | The Government prefers a software solution that has security controls and measures over the baseline of moderate. | ||
| Have you transitioned data to a cloud-hosted FedRAMP High Baseline? | The Government requires a solution that migrates data to a FedRAMP High cloud-hosted solution. | ||
| How many users and courses can your system handle without performance degradation? | The Government prefers a solution that is has been implemented for over 75,000 users. | ||
| 2. Data Partitioning | The Offeror shall detail how their system supports data partitioning and manages user access to ensure data security. The following items should be addressed: | Does your system architecture include separate interfaces for administrative data management and an end user portal? | The Government prefers a solution with a separate end user portal and administrative database. |
| Does your system support data partitioning? If so, is there a limit to the number of partitions the data can be separated into? | The Government prefers a solution that supports data partitioning with no limit to the number of partitions the data can be separated into. | ||
| Who controls the number of partitions and the users who have access to those partitions? | The Government prefers the ability to create partitions and manage the users who have access to those partitions directly. | ||
| How are user roles and their permissions created? | The Government prefers the ability to create user roles and permissions. | ||
| How do you prevent someone with minor administrative access from granting unauthorized access to others? | The Government requires a solution that prevents unauthorized access from being granted. The Government prefers a solution whereby only a user with full system privileges can grant access to other users. | ||
| 3. Experience | The Offeror shall describe their experience implementing an Enterprise Training and Resource Management System with other Federal Agencies. The following items should be addressed: | Have you implemented the proposed solution before within the federal sphere? If yes, how many times? | The Government prefers that the solution presented by the vendor has been implemented by other Federal agencies at least once before. |
| Have you implemented automated training and user data feeds before? | The Government prefers a solution that has experience automatically importing personnel data and automatically exporting training completion data per the OPM EHRI Standards. | ||
| 4. Help Desk | The Offeror shall detail the help desk structure. The following items should be addressed: | Has your help desk serviced this proposed solution before? | The Government prefers a solution that's help desk has serviced this exact proposed solution before. |
| Are your help desk services managed in-house by the same team that develops the software solution, or is it out-sourced to a third-party provider? | The Government prefers a solution that's help desk resides in-house and works side-by-side with the system engineers. | ||
| How do you ensure quality control, responsiveness, and knowledge of your products or services? | The Government prefers a solution that provides: |
- Comprehensive Training: Thorough training on all aspects of the product they support. This includes technical knowledge, troubleshooting procedures, and common customer inquiries. Training should be ongoing to keep the help desk staff up to date with new features, updates, and industry best practices.
- Product Knowledge Base: Maintain a centralized knowledge base that contains comprehensive documentation, user guides, FAQs, and solutions to common issues.
-Clear Communication: Phone, email, and chat support along with a ticketing system.
| How quickly can customers expect a response from your help desk? | The Government prefers a solution that provides an initial response within 10 minutes and a corrective action to begin that same day. | ||
| How do you handle escalations within your help desk services, especially for complex or critical issues? | The Government prefers a solution that is able to quickly identify and escalate complex tickets to the appropriate help desk technician the same day that the issue is reported. | ||
| What is your typical process for issue resolution, and what metrics do you use to measure customer satisfaction? | The Government prefers a solution that regularly reviews feedback and identifies areas for improvement to enhance the responsiveness and knowledge of the help desk team. | ||
| Do you provide help desk ticket tracking for your customers to monitor? | The Government prefers the ability to access a ticket tracking system to monitor issues. | ||
| 5. Strategic Vision | The Offeror shall detail their strategic goals for how the system will grow and evolve with future trends and technologies. The following items should be addressed: | How often do you provide system upgrades? | The Government prefers a solution that is upgraded a minimum of four (4) times a year. |
| How flexible are you regarding upgrade dates/times? | The Government prefers the ability to determine what and when upgrades will be released. | ||
| How do you gather customer feedback and incorporate it into your system updates? | The Government prefers a solution that actively listens to customer feedback (whether through surveys, community website, or direct communications) and uses that information to enhance and improve the system. | ||
| Can you provide examples of how customer feedback has influenced past system updates? | The Government prefers a solution that has a track record of listening to it's clientele and addressing their concerns. | ||
| Can customers test the new functionalities in their system sandboxes prior to receiving the upgrade in their production site? | The Government prefers the ability to test new features in a sandbox prior to receiving upgrades to the Production environment. | ||
| How do you handle bug fixes, patches, and ongoing maintenance after system updates are released? | The Government prefers quick action with minimal disruption to the workforce. | ||
| How do you provide support or guidance to ensure smooth transitions for customers when new updates are released? | The Government prefers for training and job aids to be provided when new updates are released. | ||
| Does your proposed solution continue to be updated throughout the contract in order to stay current with emerging technologies? | The Government prefers a solution that stays current to emerging industry technologies. | ||
| 6. Customizations | The Offeror shall explain the process for CBP to request added functionality or customizations, any applicable approval processes of said requests, and the Offeror’s processes to implement such changes to the system. The following items should be addressed: | What is the process for requesting a custom feature development? | The Government prefers a solution that offers allows for custom feature development and works with the client to ensure the request will not cause derogation to the system. |
| Are all custom feature requests honored, or are they decided upon by a change control board? | The Government prefers not to go through a change control board. | ||
| Is there a limit to the number of custom features that can be developed in a given operating year? | The Government prefers no limit to the number of features that can be developed in a given operating year. | ||
| What is your process for developing a feature requested by multiple customers and what factors go into determining how the cost of such customizations are distributed amongst the customer base and/or absorbed internally? | The Government prefers the ability to collaborate with other customers on custom feature requests in order to share in the expense of development. | ||
| Are developed features available upon completion (i.e., through a hotfix) or only when the system is upgraded next? | The Government prefers features to be available upon completion. |
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