Attachment_A_-_Software_Solution_Requirements_SNS.xlsx
XLSX spreadsheet 77 KB Posted
- Attached to
- Software Solution Program SNS
- Solicitation number
- 25585-RFP-DST
- Issued by
- Florida
About this file
This document is an Excel-based Software Solution Requirements attachment for Hillsborough County Public Schools (HCPS) Student Nutrition Services (SNS) software procurement. The comprehensive requirements document details a detailed matrix of functional specifications for a specialized software solution that will manage multiple aspects of school nutrition services, including accounting, menu planning, production records, online payment processing, inventory management, food/non-food ordering and receiving, free and reduced meal applications, and centralized kitchen operations. The requirements are structured with vendor response codes ranging from 1-5, allowing vendors to indicate their capability to meet specific functional requirements, with options for full functionality, partial functionality, customization potential, and enhanced capabilities.
The software solution seeks a cloud, on-premise, or hybrid system that can support complex operational needs across various school nutrition service modules. Key functional areas include detailed tracking of inventory, meal eligibility processing, point-of-service transactions, procurement management, production records, and system-wide reporting capabilities. The document emphasizes the need for a highly configurable system that can handle multiple school site types, support direct certification processes, provide comprehensive reporting, enable parent/student account management, and integrate with existing district systems. The requirements suggest a robust, scalable solution that can manage everything from meal planning and ordering to student eligibility tracking and financial reporting, with specific attention to federal and state compliance requirements for school nutrition programs.
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Sheet1
| VENDOR NAME: |
| Responding vendors are to provide a Vendor Response using the response codes below. |
| 1 = This functionality/feature is NOT met |
| 2 = This functionality/feature is partially met |
| 3 = This functionality/feature can be met; alternative approach or product customization is proposed |
| 4 = This functionality/feature is met |
| 5 = This functionality/feature is met with enhanced efficiency and capability |
| Do NOT convert this document to PDF | ||||||||||
| VENDOR RESPONSE | ||||||||||
| Module | Function | Category Heading / Function | Already embedded in software | Can customize at NO additional cost | Customize at ADDITIONAL cost | Timeline to accomplish/ implement | Unavailable - No customization available | Enter the appropriate response code as listed above (1 - 5) | If 2 or 3 explain. Address if customization results in an additional cost | If 4 or 5 can vendor provide visual verification to HCPS during a demonstration that this functionality/feature is met? Yes or No |
| ACCOUNTING | Finance | Ability to generate reports of reimbursable meals by eligibility and grouping (by area, date and school site) | ||||||||
| ACCOUNTING | Finance | Ability to send letters/emails/text messages for student charges | ||||||||
| ACCOUNTING | Finance | Ability to set up unlimited chart of accounts - Revenue, Reimbursement, and Expenses and create reports based on sub accounts | ||||||||
| ACCOUNTING | Finance | Claim generator for Summer Food Service Program, National School Lunch Program, CCFP and FFVP | ||||||||
| ACCOUNTING | Finance | Unrestricted access to custom data and data extract reports | ||||||||
| ACCOUNTING | Finance | Daily bank deposit report by site - Cash (including change) and checks | ||||||||
| ACCOUNTING | Finance | Student balances and payments must be updated within 24 hours | ||||||||
| ACCOUNTING | Finance | Opening till and till closed report after each meal period by cashier | ||||||||
| ACCOUNTING | Finance | Ability to perform cash counts | ||||||||
| ACCOUNTING | Finance | Register template automatically adjusts to student or adult based on keypad entry | ||||||||
| BOH | Imports/Exports | Transmit orders to vendors via email and/or submit electronically. Send orders from software or via email client | ||||||||
| BOH | Inventory Mgmt | Ability for school sites to view dollar amount for monthly inventory prior to completion | ||||||||
| BOH | Inventory Mgmt | Ability to change units per case on existing stock items without adversely affecting order quantities | ||||||||
| BOH | Inventory Mgmt | Ability to discontinue, hide/delete inventory items or remove them from view at rollover | ||||||||
| BOH | Inventory Mgmt | Ability to enter inventory counts in same sequence as physical inventory worksheet i.e. category, class and location | ||||||||
| BOH | Inventory Mgmt | Ability to enter spoilage, breakage, and inventory adjustments | ||||||||
| BOH | Inventory Mgmt | Ability run customizable reports for spoilage, breakage, and inventory adjustments | ||||||||
| BOH | Inventory Mgmt | Ability to filter and review inventory counts by case qty, broken qty, units and total value | ||||||||
| BOH | Inventory Mgmt | Ability to management approve completed monthly site inventories | ||||||||
| BOH | Inventory Mgmt | Ability to record/report stock transfers so that transfer and receipt are documented | ||||||||
| BOH | Inventory Mgmt | Ability to uncomplete inventory at a school site for them to correct errors | ||||||||
| BOH | Inventory Mgmt | Ability to view stock number, stock description, units per case (full/broken), case price and total inventory value when entering counts | ||||||||
| BOH | Inventory Mgmt | All stock item information is available on one screen including nutritional, vendor, category/class, cost, delivery fee, bid specifications, POS button, ingredients, allergens, etc. | ||||||||
| BOH | Inventory Mgmt | Enter inventory counts by full case and by broken units | ||||||||
| BOH | Inventory Mgmt | Import inventory counts using bar code scanner technology | ||||||||
| BOH | Inventory Mgmt | Inventory Transfer (to/from sites); Ability to correct quantity and track stock transfers. $ (plus/minus) in GL for transfer to/from school sites | ||||||||
| BOH | Inventory Mgmt | Item Cost tied to POS. Import to know daily POS cost | ||||||||
| BOH | Inventory Mgmt | One Inventory for FOH and BOH. BOH inventory item setup is also in FOH for menu buttons | ||||||||
| BOH | Inventory Mgmt | Supports manual inventory adjustments and requires a reason to be entered | ||||||||
| BOH | Inventory Mgmt | View and access consolidated district-wide inventory information or zero in on individual sites or groups of sites | ||||||||
| BOH | Menu Planner | Ability to assign HCPS recipe numbers and names | ||||||||
| BOH | Menu Planner | Ability to hide/delete recipes that are no longer in use. Remove from view or delete at rollover | ||||||||
| BOH | Menu Planner | Ability to easily substitute nutrition links or inventory items in recipes, base menus or schedule menu. | ||||||||
| BOH | Menu Planner | Ability to make changes to daily menu cycle without affecting the base menu cycle | ||||||||
| BOH | Menu Planner | Allow multiple portion/serving sizes for different age groups within a single recipe | ||||||||
| BOH | Menu Planner | Display weighted cost analysis by day on base menu screen | ||||||||
| BOH | Menu Planner | Ability to determine meal patten complance at base menu screen | ||||||||
| BOH | Menu Planner | Provide a 'copy' feature to assist with the setup of similar recipes | ||||||||
| BOH | Menu Planner | Provide and have ability to print recipe cost analysis by ingredient on recipe screen | ||||||||
| BOH | Menu Planner | Quick search report to show an item in recipes, base menus, and scheduled menus | ||||||||
| BOH | Menu Planner | Recipe management and organization of complete recipe database to include all information needed to create a recipe (meal pattern contribution, nutrition analysis, allergen information, ingredients, yield, HACCP instructions) | ||||||||
| BOH | Menu Planner | Support upload of recipe pictures | ||||||||
| BOH | Menu Planner | USDA approved meal pattern and nutrient analysis certification | ||||||||
| BOH | Procurement | Ability to set a minimum order requirement for schools when placing vendor orders | ||||||||
| BOH | Procurement | Ability for schools to edit completed orders in their shopping list | ||||||||
| BOH | Procurement | Ability for schools to view dollar amount of individual site order(s) prior to completing | ||||||||
| BOH | Procurement | Ability to alert schools if they have placed a duplicate food/non-food order in the system | ||||||||
| BOH | Procurement | Ability to automatically generate shopping list(s) using 'Menu Plan Forecasting" | ||||||||
| BOH | Procurement | Ability to consolidate site orders by individual vendor and for specific dates | ||||||||
| BOH | Procurement | Ability to edit consolidated order files and add, remove, or substitute items | ||||||||
| BOH | Procurement | Ability to filter shopping list by vendor when entering order quantities | ||||||||
| BOH | Procurement | Ability to manually receive a product not ordered through the system | ||||||||
| BOH | Procurement | Ability to set a Shopping List Cost warning based off Site type. Example - Elementary site orders 100 cases of Chicken when it should be 10 cases. Software should see the cost threshold has been exceeded | ||||||||
| BOH | Procurement | Ability to set Shopping List limits. Set dollar amount limits based off of site type i.e. Elementary, Middle or High | ||||||||
| BOH | Procurement | Allow different units of measure for ordering products from vendor and for counting inventory | ||||||||
| BOH | Procurement | Delivery receipt to reflect the actual received order quantities and prices for matching vendor invoices for reconciliation | ||||||||
| BOH | Procurement | Designate which inventory items schools can order by site type | ||||||||
| BOH | Procurement | Menu Plan Forecasting' figures update in production records | ||||||||
| BOH | Procurement | Ability to modify a delivery date for menu forecasting for a date range | ||||||||
| BOH | Procurement | Print consolidated site orders for specific delivery day or range of delivery days by all or individual vendors | ||||||||
| BOH | Procurement | Print ordered good receiving tickets | ||||||||
| BOH | Procurement | Print overdue site orders not received in system. Sites that have not completed past due receiving | ||||||||
| BOH | Procurement | Print shopping list audit report to identify missing orders by all school sites, individual sites, or by area | ||||||||
| BOH | Procurement | Print shopping list orders for specific dates by all vendors or individual vendor | ||||||||
| BOH | Procurement | Print shopping list worksheet by all vendors or individual vendor | ||||||||
| BOH | Procurement | Quick finder to allow user to search for an item when conducting manual receiving | ||||||||
| BOH | Procurement | Receiving tickets can be printed out prior to actual delivery to facilitate checking in orders upon arrival | ||||||||
| BOH | Procurement | Schedule cost/price changes to automatically update on a future date | ||||||||
| BOH | Procurement | Templates can be set-up for frequently recurring ordered items such as milk and juice | ||||||||
| BOH | Procurement | Tracks cost information for several bid periods and/or years | ||||||||
| BOH | Procurement | View orders by site with an optional summary of all orders for the district to see the total cost and the case counts for each item combined for the district | ||||||||
| BOH | Procurement | Within 'Menu Plan Forecasting' tool the ability to view historical data to assist in entering forecasting figures | ||||||||
| BOH | Procurement | Within 'Menu Plan Forecasting' tool, ability to revise delivery date, order quantity, and add/delete items from order | ||||||||
| BOH | Production | Ability to create a 'Consolidated Production Record' by age group to analyze actual production served for nutrient analysis | ||||||||
| BOH | Production | Ability for site manager to make substitutions or add items to daily production | ||||||||
| BOH | Production | Ability to automatically add leftovers to next day's production | ||||||||
| BOH | Production | Ability to identify and track leftovers | ||||||||
| BOH | Production | Ability to re-open and edit completed production records | ||||||||
| BOH | Production | Ability to update production from the POS | ||||||||
| BOH | Production | Comment section for manager's daily production notes | ||||||||
| BOH | Production | Production Pre-Planning tool that displays daily recipes and inventory pull tickets for the calendar week with scheduled recipe yield and ability to print | ||||||||
| BOH | Production | Provides inventory pull tickets for day's production | ||||||||
| BOH | Production | Recipe scaling tools, ounce to cup etc. | ||||||||
| BOH | Production | Total cost and recipe cost is displayed on production screen as production information is completed | ||||||||
| BOH | Reports | Ability to generate custom ordering and receiving reports | ||||||||
| BOH | Reports | Ability to print/export consolidated order summaries and individual site orders | ||||||||
| BOH | Reports | Ability for school sites to place a 'no order' to be communicated to vendor | ||||||||
| BOH | Reports | Allows user to print shopping list worksheet for all vendors or by vendor | ||||||||
| BOH | Reports | Ability to print/export a monthly inventory turnover rate report by area, group or individual school site | ||||||||
| BOH | Reports | Dashboard feature to pull consolidated reports based on KPI's and production records. | ||||||||
| BOH | Reports | Inventory Value - Ability to use current cost and/or order cost | ||||||||
| BOH | Reports | Print/export a physical inventory worksheet in any format needed. By category, class, location, vendor, etc. | ||||||||
| BOH | Reports | Print/export discontinued items at all or individual school site(s) | ||||||||
| BOH | Reports | Print/export inventory movement and adjustments by all or individual school site | ||||||||
| BOH | Reports | Print/export monthly inventory progress by area, group or individual school site | ||||||||
| BOH | Reports | Print/export monthly inventory value reports by summary or detailed by all or individual school site | ||||||||
| BOH | Reports | Print/export spoilage and breakage items entered by all or individual school site | ||||||||
| BOH | Reports | Print/export stock transfers sent and/or received by all or individual school site | ||||||||
| BOH | Reports | Print/export summary and detailed consolidated inventory on-hand reports by all or individual school site | ||||||||
| BOH | Reports | Report to find substitute and discontinued Items in recipes and orders | ||||||||
| BOH | Reports | Central office shopping list audit report to identify missing orders | ||||||||
| BOH | Reports | Track cost and values with current cost or at the cost at which product is received (FIFO) | ||||||||
| BOH | System Settings | Ability to set-up and make changes to categories/classes, inventory modes, inventory groups, brands, and vendors in system | ||||||||
| BOH | System Settings | Set up and quickly change inventory/ordering modes for all site types in one place or on one screen (Adult, Central Office, Elementary, Elementary/ Secondary, Middle, High, and Satellite Production) | ||||||||
| BOH | System Settings | Set-up periodic inventory dates | ||||||||
| BOH | System Settings | Tracks an unlimited number of user-defined categories (Example - Adult, cooler, discontinued, equipment, finished goods, freezer, dry storage, USDA, etc.) | ||||||||
| Central Kitchen | Accountability | RTS = Ready to Serve FK = Finishing Kitchen. RTS is satellite of Central Kitchen. FK is full site with own profit center. | ||||||||
| Central Kitchen | Production | Ability for remote sites to order finished goods from Central Kitchen | ||||||||
| Central Kitchen | Production | Ability to setup delivery Routes from Central Kitchen to remote sites | ||||||||
| Central Kitchen | Production | After site orders are created by RTS and FK, system will auto populate production records for Central Kitchen. | ||||||||
| Central Kitchen | Production | Finishing kitchens can treat recipes produced at CK as regular stock items. | ||||||||
| Central Kitchen | Procurement | Finishing Kitchens can use Menu Plan ordering to generate shopping lists and orders from Central Kitchen, receive them and use them in production records as if they were any regular stock item. | ||||||||
| Central Kitchen | Procurement | Inventory modes for finished goods at Finishing and Ready to Serve kitchens need to be configured so items come from correct vendor | ||||||||
| Central Kitchen | Procurement | The orders flowing to Central Kitchen need to populate Central Kitchen menu forecasting/grocery list orders. | ||||||||
| Central Kitchen | Production | When Central Kitchen production complete, production needs to flow into delivery tickets for finishing kitcen orders. | ||||||||
| Central Kitchen | Reports | Ability to sort sites by template(Summer and school year) | ||||||||
| Central Kitchen | Reports | Ability to generate, edit and delete routes as necessary | ||||||||
| Central Kitchen | Reports | Ability for system to print route sheets by driver | ||||||||
| Central Kitchen | System Settings | Summer - Add summer sites (non-schools sites) for summer program | ||||||||
| Eligibility (FAR) | Accountability | Complies with all federal and state requirements for eligibility processing, grace periods, case assignment, etc. | ||||||||
| Eligibility (FAR) | Accountability | Foster Child, Migrant, Runaway, Homeless, TANF, SNAP, Medicaid Free, Medicaid Reduced, Institutionalized Child (Group Home), cases are supported. The district may also define additional categories as directly certified. | ||||||||
| Eligibility (FAR) | Accountability | Institutionalized Child (Group Home) is supported in both Free and Reduced Software and integrated online application | ||||||||
| Eligibility (FAR) | Accountability | Integrated online applications, online application available for parent/guardian use in multiple languages. Provide HHEO survey for CEP students, meal benefits for Non-CEP only. Accept SNS sites for application (currently the file is created nightly) | ||||||||
| Eligibility (FAR) | Imports/Exports | Ability to one-click export DC state formatted enrollment file for matching | ||||||||
| Eligibility (FAR) | Imports/Exports | Automatically activates and withdraws students based on data from the Student Information System (SIS). Need enrollment data, re-enrollment data, site transfer date and termination date. | ||||||||
| Eligibility (FAR) | Imports/Exports | Matched DC students are automatically set to receive free meal benefits | ||||||||
| Eligibility (FAR) | Imports/Exports | Transmits student eligibilities to the Student Information System (SIS). Refer to FLDOE Lunch Status #146025 for eligibility codes | ||||||||
| Eligibility (FAR) | Reports | Ability to send notification letters via email and send letters in multiple languages (English plus additional household preferred language. Ability to send multiple students in a household on one letter | ||||||||
| Eligibility (FAR) | Reports | Comprehensive eligibility data reporting including data counts for all DC and non-DC eligibility types (i.e. SNAP, TANF, Medicaid Free, Medicaid Reduced, Homeless, Migrant, Foster, Institutionalized Child, etc.) | ||||||||
| Eligibility (FAR) | Reports | Date and time certain (static) reporting for eligibility and verification data | ||||||||
| Eligibility (FAR) | Reports | FAR - Effective Date reporting. Used for USDA Data pulls; Enrollment; Verification | ||||||||
| Eligibility (FAR) | Reports | Real-time eligibility updates between processing an applications and benefits at the POS. Perform "reclassification" nightly | ||||||||
| Eligibility (FAR) | Reports | User can verify the impending eligibility on screen before processing the application to its new status | ||||||||
| Eligibility (FAR) | System Settings | Ability to manually activate a student, with ability set by user account settings/user group settings | ||||||||
| Eligibility (FAR) | System Settings | Ability to retrieve application information by student name, student date of birth, student social security number, family member name (signer), household ID number, application status, signer social security number, address, or phone number. Allow multi-student screens for ease in comparing students | ||||||||
| Eligibility (FAR) | System Settings | Ability to store user preferences for sorting and filtering | ||||||||
| Eligibility (FAR) | System Settings | Automatically generate verification sample according to federal and state guidelines | ||||||||
| Eligibility (FAR) | System Settings | Create notification and verification letters in multiple languages according to household preference | ||||||||
| Eligibility (FAR) | System Settings | FAR - Effective Dating by Student. Eligibility Status Effective Date by Student - not just by Application | ||||||||
| Eligibility (FAR) | System Settings | History and complete audit trail of every change to an application stored in the system | ||||||||
| Eligibility (FAR) | System Settings | Supports all mandated verification sample sets (Standard, Alternate One, Alternate Two), and Verification For Cause | ||||||||
| Eligibility (FAR) | System Settings | Supports the 10 day grace period for reduction in benefits. Operational or regular calendar day options | ||||||||
| Eligibility (FAR) | System Settings | Supports parent/guardian request to refuse benefits | ||||||||
| Eligibility (FAR) | System Settings | Supports both submission date and process date, as well as DC match date, for benefit issuance | ||||||||
| Eligibility (FAR) | Utilities | Ability to import Direct Certification lists from the state, including those Direct Certified via Medicaid Free and Reduced | ||||||||
| Eligibility (FAR) | Utilities | Ability to run verification multiple times to establish accurate selection of pool | ||||||||
| Eligibility (FAR) | Utilities | Assist household building by providing possible matches based on guardian address or last name. Match to extend eligibility should be address and last name (first 6 letters), phone, email, guardian last name (first 6 letters) or guardian phone for shareable DC eligibility. Used also for beginning of school, new students to HCPS, with eligibility (TF, TR, F, R), sibling (match above), expires in 30 days | ||||||||
| Eligibility (FAR) | Utilities | Automatically expire temporary applications based on grace period. Need operational calendar (exclude weekends and holidays). | ||||||||
| Eligibility (FAR) | Utilities | Automatically find students for Direct Certified extension based on last name (first 6 letters) email, phone, guardian last name (first 6 letters), guardian phone or a combination | ||||||||
| Eligibility (FAR) | Utilities | FAR - Reclassification. Also run as part of nightly scheduled tasks | ||||||||
| Eligibility (FAR) | Utilities | Parent portal for submitting and checking the status of free and reduced meal applications | ||||||||
| Eligibility (FAR) | Utilities | Rollover - Clear households, Retain Comments | ||||||||
| FOH | Accountability | Compliant with state requirements for production record format | ||||||||
| FOH | Accountability | Enter meals per labor hours by site - Detail Breakout (Std, OT, Extra, Subs) | ||||||||
| FOH | Point of Service | Ability for Manager to Change Daily Menu Buttons and modify scheduled POS menus at site | ||||||||
| FOH | Point of Service | Ability to ring up meals for student visiting from other school sites. | ||||||||
| FOH | Point of Service | Ability to prohibit ALA Carte charging if student has negative balance. | ||||||||
| FOH | Point of Service | Ability for Manager to modify a closed till. | ||||||||
| FOH | Point of Service | Ability to set charge limits by grade level or school | ||||||||
| FOH | Point of Service | Ability to void a transaction with Manager override | ||||||||
| FOH | Point of Service | When closing till, cashier does not have ability to see overages/shortages | ||||||||
| FOH | Point of Service | Color coding Menu buttons | ||||||||
| FOH | Point of Service | Continue processing sales with no disruption if Internet |
connectivity is lost.
| FOH | Point of Service | House accounts, principal accounts, etc. |
| FOH | Point of Service | Customizable alerts for customers - Allergies, food restrictions, etc. |
| FOH | Point of Service | Queueing system for customers |
| FOH | Point of Service | Tablet POS options - Android, iPhone, Apple, Window |
| FOH | Reports | Availability to view student status (not at POS) and run a customer report to include eligibility status |
| FOH | Reports | Detailed customer history report |
| FOH | Reports | Customer alerts and ability to print a report by category |
| FOH | Reports | Daily detailed/itemized journal of all POS transactions by cashier, meal period, and till |
| FOH | Reports | Double / second meal end of day report |
| FOH | Reports | Suspicious activity transactions report by cashier |
| FOH | Reports | Emergency rosters by alpha and homeroomm for non CEP schools |
| FOH | Reports | FOH - LETTER GENERATOR - SMTP Email - Identify bad emails for print - Ability to fix for school year |
| FOH | Reports | Items sold reports in real time |
| FOH | Reports | Meal count report broken down by each meal period and total meals served |
| FOH | Reports | Meal history beyond current SY (without have to access archival databases) |
| FOH | Reports | Meals per labor hour report |
| FOH | Reports | Run reports by serving period |
| FOH | Reports | Till report by cashier and by line |
| FOH | Reports | Void report by cashier and by line |
| FOH | System Settings | Support for *ANY pin pads |
| FOH | System Settings | Allergen Alerts |
| FOH | System Settings | Announcements - Custom alerts to sites |
| FOH | System Settings | Attendance Import |
| FOH | System Settings | KPI Setup |
| FOH | System Settings | Lock by Date |
| FOH | System Settings | Must have built in training mode for FOH |
| FOH | System Settings | Promotion Setup - Set up by central office for schools to use |
| FOH | System Settings | PURGE Old Data - Production records, inventory, daily entry, and orders |
| FOH | System Settings | User Permissions - Detailed for all job types |
| Meal Pmt Mgr | Utilities | Ability for Parents to block A la Cart spending |
| Meal Pmt Mgr | Utilities | Ability for Parents to request a Refund from registered student |
| Meal Pmt Mgr | Utilities | Ability for Parents to set daily spend limits on an account |
| Meal Pmt Mgr | Utilities | Ability for parents to transfer funds between their registered student accounts (sibling to sibling) |
| Meal Pmt Mgr | Utilities | App (android and apple) based method for adding money to student accounts, receive low balance alerts, view and monitor student purchases |
| Meal Pmt Mgr | Utilities | Auto replenish when a low balance is set at an amount by parent |
| Meal Pmt Mgr | Utilities | Low Balance Alerts via App or registered email |
| Meal Pmt Mgr | Utilities | One Account for both Meals and A la Carte sales |
| Meal Pmt Mgr | Utilities | Other District Functions - Site based fees and activities |
| Meal Pmt Mgr | Utilities | Pre-Order Menu items from App with a pick up time |
| Meal Pmt Mgr | Utilities | Student Purchase history in App or Browser session |
| Meal Pmt Mgr | Utilities | Web based method for adding money to student accounts, receive low balance alerts, view and monitor student purchases - Realtime account information at school sites |
| System | Accountability | Ability to identify and track USDA non-processed and processed commodity items |
| System | Accountability | Claim Generator - Dinner |
| System | Accountability | Daily Entry for Snacks, Etc. - Include snack group, specific programs, delivered served, EPIC meal counts, Effective Date Range, comments |
| System | Accountability | GL Export with COA codes |
| System | Accountability | KPI Setup - Baseline Feature |
| System | Accountability | MPLH Rpt/Factors - Breakfast, Lunch, Snack and Dinner |
| System | Accountability | Print/export daily cost of food and supplies by all or individual school site |
| System | Communications | Communication regardless of network type - Wireless, Wired, on district resources, off district resources (Charters, Mifi, etc.) |
| System | Communications | Dominant, real time communication log - Not hidden in menus, "Computer last communicated X:XX" |
| System | Communications | Front of house and back of house communication |
| System | Communications | Offline/Online services - In the event of network outage |
| System | Inventory Mgmt | System capable of perpetual and periodic inventory |
| System | Inventory Mgmt | Ability to use mobile scanning device to enter physical inventory |
| System | Point of Service | Ability to bring up previous customer to add transaction |
| System | Point of Service | Ability to Block Second Meal Sales |
| System | Point of Service | Ability to charge meals and set charge limit base off age group |
| System | Point of Service | Ability to print list of monies entered by cashier to close till |
| System | Point of Service | Ability to remove keys not being used |
| System | Point of Service | Ability to Require Name for NO ID Reimbursable Sales |
| System | Point of Service | Ability to Use Live Balances |
| System | Point of Service | Ability to warn if change given from Check |
| System | Point of Service | Allow customers to eat at other sites |
| System | Point of Service | Capabilities to offer "courtesy meals"(Alt Meal) to claim for reimbursement |
| System | Point of Service | Categorized alerts in different colors |
| System | Point of Service | Donations - Allocate monies depending on user defined criteria |
| System | Point of Service | Easy navigation between screens |
| System | Point of Service | Easy Product look up capabilities. Capability to sort by any column |
| System | Point of Service | Entering students with No ID numbers, by name |
| System | Point of Service | FOH Setup - Ability to Pay Off Charges First at POS |
| System | Point of Service | Import - Ability to mass adjust student balances for donations, "unclaimed" to State, etc with comments |
| System | Point of Service | Password to block unauthorized personnel from voiding |
| System | Point of Service | Student balance shows on main screen |
| System | Point of Service | Vendor must partner with any 3rd party company that supports their credit card processing |
| System | Procurement | Ability to set-up vendor customer numbers and delivery schedules for school sites |
| System | Procurement | Real-time communication between central office and sites. All customers at sites and dollar balances |
| System | Procurement | Site Setup - Ability to use current Price for Purchased Goods and Manual Receiving |
| System | Reports | Ability to export and manipulate reports in Excel |
| System | Reports | KPI integration |
| System | Reports | Memo field on Bank recon report to enter explanations of daily results |
| System | Reports | Participation percentages broken down by category/Status |
| System | Reports | Unlimited custom reporting capabilities for all modules |
| System | System Settings | EXPORTS - Extensive list with translation |
| System | System Settings | Ability to filter information for all applications by column headers |
| System | System Settings | Ability to have a second "manager" or "assistant manager" workstation for data entry |
| System | System Settings | Ability to integrate with District SSO/MFA/MS Entra and any other Authorization and Authentications systems |
| System | System Settings | ACCESS TO ALL TABLES - LIVE DATA/Database View |
| System | System Settings | Alert Messages to Sites |
| System | System Settings | Allow live access to mirrored or in production databases |
| System | System Settings | Attendance Import - Participation by Attendance or Site Enrollment |
| System | System Settings | Does it have a web only platform? If so, are there feature changes? |
| System | System Settings | Grouping Setups - Allow more than 1 |
| System | System Settings | IMPORTS - Extensive list with translation |
| System | System Settings | LOCK BY DATE |
| System | System Settings | Old/Unused Data PURGE FEATURE |
| System | System Settings | On prem application(s) fully supports installation in a virtual environment |
| System | System Settings | On prem or mirrored hosted solution |
| System | System Settings | On-going support and manager training |
| System | System Settings | SCHEDULED TASKS |
| System | System Settings | Serving Date Calendar |
| System | System Settings | SHARED KITCHEN SETUP |
| System | System Settings | Supports unlimited POS term. Per site. Also, multiple FM and PC machines.Ex. E01/W01/W02/W03 |
| System | System Settings | System is fully Plug and Play compatible with existing hardware, including: |
Pin Pads/Scanners/Touchscreens
| System | System Settings | User/permission auditing |
| System | Utilities | Ability to Merge Students w/Dupe Id's |
| System | Utilities | Ability to remotely modify/configure - Peripherals, reports, etc. |
| System | Utilities | Allow for an automated file transfer (or at minimum, able to be scheduled on-demand) to a remote system. |
| System | Utilities | ODBC - Unrestricted access to SQL tables |
| System | Utilities | Persistent updating - Update manager that dishes out more than what was last served |
| System | Utilities | Provide access to a sandbox environment at all times to test updates/enhancements prior to production. |
| System | Utilities | Software versioning auditing |
&"-,Bold"ATTACHMENT A - STUDENT NUTRITION SERVICES - SOFTWARE REQUIREMENTS &"-,Bold" &"-,Bold"&14REVISION: &D
&14Page &P of &N
Sheet2
| Modules | Functions | Yes | 1 |
| ACCOUNTING | Accountability | No | 2 |
| FOH | Communications | 3 | |
| BOH | Finance | 4 | |
| System | Imports/Exports | 5 | |
| Central Kitchen | Inventory Mgmt | ||
| Eligibility (FAR) | Menu Planner | ||
| Meal Pmt Mgr | Physical Inventory | ||
| Point of Service | |||
| Procurement | |||
| Production | |||
| Reports | |||
| System Settings | |||
| Utilities |
Sheet3
| Functions |
| Reports |
| Menu Planner |
| Procurement |
| Production |
| Inventory |
| Imports/Exports |
| Point of Service |
| System Settings |
| Accountability |
File details come from the government source that posted it. Updated .