Attachment H Solution Requirements S-DASOBO-00012614_Final .xlsx

XLSX spreadsheet 45 KB Posted

Attached to
BCD Learning Management System (LMS) State and local contract opportunity
Solicitation number
S-DASOBO-00012614
Issued by
Marion County, Oregon

About this file

This file is an Attachment H Solution Requirements document for a Learning Management System (LMS) procurement, appearing to involve the State of Oregon's Bureau of Cohort and Development (BCD). The document is a comprehensive technical requirements spreadsheet for an LMS, detailing 110 specific requirements across categories including Technical Configuration, Instruction & Classroom, Profiles & Assessments, and Communications & Customizations. The requirements are prioritized as Must Have, Highly Desirable, or Desirable, with a total possible point value of 1,575 points. Vendors are required to respond to each requirement using a standardized response system indicating whether the feature currently exists, will exist in the future, requires customization, needs third-party integration, or is not available.

The procurement allows vendors to propose solutions with varying levels of compliance, requiring detailed explanations for any requirements not fully met in the current software release. The LMS must support comprehensive features including mobile integration, security management, content management, live instruction support, assessment capabilities, user profile management, and robust reporting functions. Vendors must demonstrate compliance with federal accessibility standards (WCAG 2.1, Level AA), state information security requirements, and provide details on data protection, hosting environment, and support processes. The solution must be hosted entirely within the United States, support multiple platforms and devices, and offer self-service and 24/7 support options.

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Instructions

RFP S-DASOBO-00008684

Proposer Instructions - Responding to Attachment H

Table of Contents
Tab & Category NumberRequirements Functional AreaNumber of Requirements
Technical Configuration
1Configurability1
2Product Support4Reviewer Discretionary Points Available
3Hosting Requirements5Auto Score Available Points
4Accessibility1#RequirementsProgram PriorityAll x/or requests for infoSpecific Details Request
5Security11224ERROR:#N/A181
Instruction & Classroom
6Enrollments6
7Classroom Design & Content Management Features12
8Live Instruction Support4222ERROR:#N/A162
Profiles & Assessments
9User Management8
10Student Management6
11Student & Instructor Profiles6
12User Interface6
13Assessments & Assignments16421ERROR:#N/A233
Communications, Integrations & Customizations
14Productivity Tools3
15Reporting12
16Notifications7
17Fee Processing2243ERROR:#N/A60
Total Requirements110max *1 point each
(0, 0.5, 1)max *2 points each

(0, 0.5, 1, 1.5, 2)

Auto score MaxERROR:#N/A
Prioritization of RequirementsReview Discretion75631275is 5% of 1500
Must HaveA Critical requirement without which the product is not acceptable to the stakeholders.Total Available1575
Highly DesirableA necessary but deferrable requirement which makes the product less usable but still functional.
DesirableA nice feature to have if there are resources but the product functions well without it.
Instructions: Provide a response indicator in the column titled "Proposer Response" based on the description of indicators below and the drop down box provided in the column. For a requirement that receives an indicator other than "1," utilize the Proposer Comments, Descriptions, and Explanation field to provide additional information.
1 - Currently ExistsFeature/Function is included in the current release.
2 - FutureFeature/function will be available within 12 months in a future release. The responding Vendor should provide the planned delivery date of the future release in comment area.
3 - CustomFeature/function is not included in the current software release, and is not planned to be a part of a future release within the next 12 months. However, this feature could be provided with custom modifications. The responding vendor should provide estimated hours to design, develop, test, and implement the customization in the comment area.
4 - Third PartyFeature/function is not included in the current software release, and is not planned to be a part of a future release. However, the feature could be provided with integration with a third-party system. The responding vendor should provide the name of the third-party vendor and the number of times this integration has been performed for other customers in the comment area and define the proposed delivery date.
5 - Not AvailableFeature/function cannot be provided.
Describe Request
XFor items marked with a 'x' please ensure your proposal documentation answers specific questions/referenced products within the requirement description. Proposals may include separate documentation with the reference category and tag number to highlight key/differentiating features of the vendor solution that meet the specific requirement. (ie 4-27). Solution Requirements are worth a base total of 1,500 points. Questions marked with an X may be awarded additional points up to 75 in total. Maximum total points for all Solution Requirements shall be 1575 points.

Proposers stating that functions will be supplied will be contractually obligated to warrant their claim. In the event that such functionality is not available in the current release, the Proposer will be liable for any additional services and/or costs associated with developing or procuring such functionality.

Any modification to this workbook outside of the "Proposer Response" and "Proposer Comments, Descriptions, and Explanation" fields is an automatic disqualification from the Request for Proposal.

1-Technical

Attachment H - LMS Requirements
LMS - Technical Configuration
ID #Solution CategoryFunctional NeedBCD RequirementRequirement ValueResponse (Please select from drop-down menu)DescribeProposer Comments, Descriptions, and ExplanationAuto Caluculated Response Selection PointsMaximum Points
(Proposer's Response x Priority Rating)Response OptionsResponse Points
1ConfigurabilitySystem provides ability for custom branding of site; reflecting BCD/State logos, design, color theme etc. Describe what is customizable.Must Have3xERROR:#N/A4 - Currently Exists3
2Hosting RequirementsSystem SaaS solution and all associated data will reside entirely in the United States.Must Have3ERROR:#N/A3- Future1
3Hosting RequirementsSystem is operating system and browser agnostic; works on multiple platforms and browsers without need for plug ins or downloads. List any non-compatible browsers/versions.Must Have3xERROR:#N/A2 - Custom1
4Hosting RequirementsSystem provides mobile integration including support for Android, iOS, and Windows mobile devices (smartphones & tablets). List devices that the system can be used on.Must Have3xERROR:#N/A1 - Third Party2
5Product SupportSupport readily available from vendor 24 hrs./7 days a week.Must Have3xERROR:#N/A0- Not Available0
6Product SupportSelf-Service support options (i.e. password resets).Must Have3xERROR:#N/A
7Product SupportOnline help resources are available for each user type: Admin, Instructor, and Student.Must Have3xERROR:#N/A
8SecurityManagement systems and controls are in place to ensure Agency data is protected against unauthorized access (confidentiality), loss (availability) and corruption (integrity).

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Does the agency want to specify any resiliency requirements such as RTOs, RPOs, or uptime?Must Have3xERROR:#N/A
9SecurityThe Agency shall own its own data and Agency data must be available for data extracts and backups.Must Have3xERROR:#N/A
10SecurityVendor must conduct internal security reviews conducted annually and report results to Agency.Must Have3xERROR:#N/A
11SecuritySecurity rules such as maximum number of incorrect login attempts, session timeout.Must Have3xERROR:#N/A
12SecurityDigital Footprint/ Auditability / track communication history.Must Have3xERROR:#N/A
13SecurityAll Agency data physically separated from other vendor clients/customers.Must Have3xERROR:#N/A
14SecurityAbility to safeguard Level 2 Data as defined by Oregon Statewide policy number 107-004-050.Must Have3xERROR:#N/A
15SecurityMeets State of Oregon Information Security RequirementsMust Have3ERROR:#N/A
16SecurityPenetration test with results shared with agency & remediation of any findings prior to Go-LiveMust Have3ERROR:#N/A
17SecurityAnnual pen tests and SOC 2 Type 2 assessment with results shared with agency within 60-days of assessment completionMust Have3ERROR:#N/A
18Hosting RequirementsSystem supports ability to archive and recover content and work for at least 6 years.Highly Desirable2xERROR:#N/A
19Hosting RequirementsProvides BCD administrator ability to recover files, student work, etc.Highly Desirable2xERROR:#N/A
20Product SupportHelp desk support process provides ticketed information tracking and email communication to affected user regarding progress and resolution. Reporting available to Admins regarding ticketed support services provided.Highly Desirable2xERROR:#N/A
21SecurityTwo factor authentication to grant student access to live course classroom.Highly Desirable2xERROR:#N/A
22AccessibilityMeets or exceeds compliance with federal accessibility standards WCAG 2.1, Level AA.Must Have3Vendor shall provide a list of available ADA features that come standard with their product and/or additional features available at a cost.ERROR:#N/A

ERROR:#N/A

Does the agency want to specify any resiliency requirements such as RTOs, RPOs, or uptime?

2-Instructional

Attachment H - LMS Requirements
Instruction & Classroom Configuration
ID #Solution CategoryFunctional NeedBCD RequirementRequirement ValueResponse (Please select from drop-down menu)DescribeProposer Comments, Descriptions, and ExplanationAuto Caluculated Response Selection PointsMaximum Points
(Proposer's Response x Priority Rating)Response OptionsResponse Points
23Classroom Design & Content Management FeaturesSystem supports flexibility, ability to rearrange and organize each class individually.Must Have3xERROR:#N/A4 - Currently Exists3
24Classroom Design & Content Management FeaturesSystem supports the ability of Instructors to develop their own course content including: modules, blocks, lessons. Must also provide gating criteria for modules/lessons so that content is only available after completing tasks, tests, or after a given date/time.Must Have3xERROR:#N/A3- Future1
25Classroom Design & Content Management FeaturesSystem supports adaptive release of content, check points along the way, next module/lesson, etc. is released based on previous work.Must Have3ERROR:#N/A2 - Custom1
26Classroom Design & Content Management FeaturesSystem has the ability to integrate external video/document sources e.g. YouTube, etc. List integration options.Must Have3Use case example - Instructor shares video within classroom and continues chat discussion with class regarding video/document being played/displayed.ERROR:#N/A1 - Third Party2
27Classroom Design & Content Management FeaturesSystem provides chat features with ability to moderate.Must Have3Describe any ability to export chat sessions for record keeping purposes if issues happen in chat or to document information provided in a chat setting.ERROR:#N/A0- Not Available0
28Classroom Design & Content Management FeaturesSystem is able to play back video, audio and includes built in transcoder so files can be played back natively.Must Have3xERROR:#N/A
29Classroom Design & Content Management FeaturesSystem is native synchronous video classroom suite for remote student instruction.Must Have3ERROR:#N/A
30EnrollmentsSystem support course waitlist features. Waitlist and number of seats is visible to all. Notification is provided when moved off waitlist. Please describe waitlist features.Highly DesirablexERROR:#N/A
31EnrollmentsSystem provides ability for prerequisite and prior knowledge verification. Gating test, core competency, proof of prior requirements before allowing enrollment.Highly DesirealbexERROR:#N/A
32EnrollmentsBatch enrollments available to Admins. Ability to assign multiple Students to a course or transfer students from one course to another.Must Have3xERROR:#N/A
33Live Instruction SupportSystem supports live instructional sessions.Must Have3xERROR:#N/A
34Live Instruction SupportSynchronous live classroom or hybrid delivery platform:

- Whiteboard function

- Video sharing

- Class participation/interaction tools

- Private breakout roomsMust Have3xERROR:#N/A
35Live Instruction SupportSystem supports live assessment (polling, thumbs up, etc.).Must Have3ERROR:#N/A
36Classroom Design & Content Management FeaturesInstructor has ability to send invites and reminders using email messaging, SMS, etc. Describe all options.Highly Desirable2xERROR:#N/A
37Classroom Design & Content Management FeaturesSystem support ability for co-instruction of a class.Highly Desirable2xERROR:#N/A
38Classroom Design & Content Management FeaturesContent developed natively in the LMS is able to be exported out into standard file formats. List file formats that are supported.Highly Desirable2xERROR:#N/A
39Classroom Design & Content Management FeaturesThe system can natively open standard files. Examples: .docx, .pdf, .ppt, .odt, .pages, etc. Please list all supported file types.Highly Desirable2xERROR:#N/A
40Classroom Design & Content Management FeaturesSystem supports drag and drop features; e.g. snipping tool, to drop into classroom.Highly Desirable2ERROR:#N/A
41EnrollmentsCourse enrollment supports multiple levels of enrollment: Guest, Student Self, Student enrollment with a key, Admin enrollment, and ability for student to drop/switch desired course enrollement prior to course start date. Instructor Enrollment. List all available enrollment types.Highly Desirable2xERROR:#N/A
42EnrollmentsAbility for instructor to enroll students into their classrooms or courses.Highly Desirable2ERROR:#N/A
43EnrollmentsProvides ability for all Instructors in a Cohort/Group must be able to see all data for all students in that Cohort/Group.
List what each role can view, i.e. what can the Instructor role see.Highly Desirable2xERROR:#N/A
44Live Instruction SupportAbility to pull in people from outside of the classroom domain (guest speaker, student visitor, student Instructor, etc.)Highly Desirable2ERROR:#N/A

ERROR:#N/A

3-Profiles & Assements

Attachment H - LMS Requirements
Profile & Assessment Requirements
ID #Solution CategoryFunctional NeedBCD RequirementRequirement ValueResponse(Please select drop-down menu)DescribeProposer Comments, Descriptions, and ExplanationAuto Caluculated Response Selection PointsMaximum Points
(Proposer's Response x Priority Rating)Response OptionsResponse Points
45Assessments & AssignmentsSystem supports multiple types of assessments including: Quizzes, tests, assignments, journals, etc.Must Have3xERROR:#N/A4 - Currently Exots3
46Assessments & AssignmentsSystem provides a dashboard to Admins and Instructors for Student performance tracking by course.Must Have3ERROR:#N/A3- Future1
47Assessments & AssignmentsSystem testing suite including Test Banks supporting multiple question types (i.e. multiple choice, fill-in etc.). Please describe the limit, if any, on the number of questions that can be housed in a test bank. Describe the ways in which a question can be categorized. How many categories are available per question?Must Have3xERROR:#N/A2 - Custom1
48Assessments & AssignmentsSystem test types include multiple choice, multiple answers, matching, ordering, essay, fill in the blank, custom questions etc. List all test types available.Must Have3xERROR:#N/A1 - Third Party2
49Assessments & AssignmentsSystem can import question banks. List file types supported.Must Have3xERROR:#N/A0- Not Available0
50Assessments & AssignmentsSystem testing bank questions are able to be categorized by course or key word. Provide additional details on course or keyword settings. Are there a limited number of keywords that can be attributed to a question? Can a test be generated by pulling questions based on keyword?Must Have3xERROR:#N/A
51Assessments & AssignmentsSystem provides timed or untimed assessments. Ability to add time limits to assessments. Can time limits be adjusted on a per student basis?Must Have3xERROR:#N/A
52Assessments & AssignmentsAbility for test results to be imported via CSV or some other data exchange format from offline testing. If other file formats are available please describe. Please list any available compatibility with software testing programs.Must Have3xERROR:#N/A
53Student & Instructor ProfilesAbility to create individual student/instructor profile, pictures, information.Must Have3ERROR:#N/A
54Student & Instructor ProfilesAllows student history to be preserved; students can access prior classes to review previous content/discussions. Describe and indicate how long student history is available. Can an expiration status be set to end historical access?Highly DesireablexERROR:#N/A
55Student ManagementAttendance record (log in/out time and duration) for virtual classroom instruction. Available for Admin reporting.Must Have3ERROR:#N/A
56User InterfaceSystem complies with Section 508 Compliant: Accessible and usable customer interface.Must Have3ERROR:#N/A
57User InterfaceEase of use for student, instructor, and admin interaction with system elements and processes to complete desired tasks prioritizing efficiency, intuitiveness, and visual design.
Must Have3Please describe how your system is designed for ease of use with elements such as:

-Intuitive navigation (ie. hierarchical menu drop downs, ‘breadcrumb’ trail, top of page and home page returns) -Consistent layout, design, and theme (ie. color scheme, font styles, button format and locations) -Clear error messaging -Compatibility and scalability across devices and platforms (ie. screen sizes) -Efficient task processing (ie. drag and drop features, template formats, minimal ‘click’ navigation)

-Easy to learn (ie. predictable user interface actions)ERROR:#N/A
58User InterfaceAbility for conditional workflow of courses. For example: Courses can be set up to be hierarchical or by conditional settings; course material is set to release upon completion of conditions/dates.Must Have3ERROR:#N/A
59User ManagementAbility for different profiles to be configured for different user groups: instructors, students, admins, etc. specific access can be granted to each group.Must Have3ERROR:#N/A
60User ManagementSystem allows users to select their preferred method of communication; text, email, mailed letter.Highly DesireableERROR:#N/A
61User ManagementSystem supports self-service password resets for administrators, instructors and students.Must Have3ERROR:#N/A
62User ManagementAbility for users to be created manually, imported from converting and/or importing data from a variety of data sources, such as; Excel spreadsheets, Qualtrics, Scantron, Access databases, and Microsoft SQL. Describe user creation process.Must Have3Please list the data sources that your system is capable of converting and/or importing and the process for doing soERROR:#N/A
63User ManagementAbility for permissions to be easily managed for each user. Include description of the permissions.Must Have3xERROR:#N/A
64Assessments & AssignmentsAbility for tests to be electronically proctored, administered and graded.Highly Desirable2Describe any alternative forms of assessment restrictions (ie. locking computer system to not be able to open additional browswer tabs, email etc.) for conducting exams.ERROR:#N/A
65Assessments & AssignmentsProvides robust text editor with spell check, formatting, etc. that acts/looks like a standard tool bar for creating and submitting assignments. Basic and advanced functions supported.Desirable1xERROR:#N/A
66Assessments & AssignmentsSystem can automatically grade certain question types and assessments.Highly Desirable2xERROR:#N/A
67Assessments & AssignmentsFeedback can be configured to each assessment; per question or per assessment.Highly Desirable2ERROR:#N/A
68Assessments & AssignmentsSystem provides online note taking capability.Desirable1ERROR:#N/A
69Assessments & AssignmentsAbility for Instructor to comment, edit, and interact directly with submitted assignments.Highly Desirable2xERROR:#N/A
70Assessments & AssignmentsAbility for students to submit work in multiple file types (e.g. Word, PDF, PowerPoint, links, mov, avi, etc.) Please include list of multi-media files and Mac files that are supported.Highly Desirable2xERROR:#N/A
71Assessments & AssignmentsAbility for students to record and post video and audio natively in the LMS.Highly Desirable2xERROR:#N/A
72Student & Instructor ProfilesAbility for student personalization of the "look" and organization of their classroom page; e.g. Choose a skin, add ADA accommodations for text size, color schemes, etc. Describe options available.Desirable1xERROR:#N/A
73Student & Instructor ProfilesAbility for students to see grades and private teacher feedbackHighly Desirable2ERROR:#N/A
74Student & Instructor ProfilesAbility for students to maintain a portfolio/history of past work items and submissions.Highly Desirable2xERROR:#N/A
75Student & Instructor ProfilesProvides student status board to track progress includes the ability to track assignments due, completion of tasks, proficiencies, etc.Highly Desirable2xERROR:#N/A
76Student ManagementSystem supports ability for Admins/Instructors to view as other profile types: e.g. Student views.Highly Desirable2xERROR:#N/A
77Student ManagementAbility for Instructor to share screen with a student.Highly Desirable2xERROR:#N/A
78Student ManagementAbility to put class on hold so instructor can speak to individuals student(s) confidentially (virtual room).Highly Desirable2ERROR:#N/A
79Student ManagementOnce a certification has expired or become inactive, the system has the ability to auto-generate a notice to the student. Additional notes/message can be added to student profile regarding expiration.Desirable1ERROR:#N/A
80User InterfaceAbility to customize flow of work depending on courses.Highly Desirable2ERROR:#N/A
81User InterfaceSystem work flow is configurable to make it clear what students need to do first.Highly Desirable2ERROR:#N/A
82User InterfaceAbility for Students to track progress against course criteria.Desirable1xERROR:#N/A
83User ManagementSystem allows users to change notification preferences.Desirable1ERROR:#N/A
84User ManagementAbility for Admins to quickly and easily freeze an account.Highly Desirable2ERROR:#N/A
85User ManagementAbility for changes to accounts to be made individually or en masse by an admin.Highly Desirable2ERROR:#N/A
86Student ManagementAbility for student presence notification available to Instructor & Admins.Desirable1ERROR:#N/A

ERROR:#N/A

4-Communication & Customization

Attachment H - LMS Requirements
Communication, Integration & Customization Requirements
ID #Solution CategoryFunctional NeedBCD RequirementRequirement ValueResponse (Please select from drop-down menu)DescribeProposer Comments, Descriptions, and ExplanationAuto Calculated Response Selection PointsMaximum Points
(Proposer's Response x Priority Rating)Response OptionsResponse Points
87Fee ProcessingIntegration that provides the ability to communicate with agency payment processor for fees to be collected via online payment.Must Have3xERROR:#N/A4 - Currently Exits3
88Fee ProcessingAbility for system to record successful payment of fees received in student file including a printable receipt option for students.Must Have3ERROR:#N/A3- Future1
89NotificationsSystem provides enrollment confirmation. (Email to Student and Admin)Must Have3ERROR:#N/A2 - Custom1
90NotificationsSystem provides native email communication system.Must Have3xERROR:#N/A1 - Third Party2
91NotificationsAbility to group users and send messages to specific users (email).Must Have3xERROR:#N/A0- Not Available0
92NotificationsSystem provides auto-generated Course Distribution Lists for communications (email).Must Have3ERROR:#N/A
93ReportingSystem provides report for Live classroom session attendance with reporting by-the-minute of arrival and departure times. Duration reporting.Highly Desirable2ERROR:#N/A
94ReportingSystem provides a custom certificate upon course completion. Must be available for printing. A copy of the certificate must be maintained in student electronic file.Must Have3ERROR:#N/A
95NotificationsProvides alerts and notifications can be set at course/student/license/certification level.Highly Desirable2ERROR:#N/A
96NotificationsProvides alerts when students reach certain progress/ checkpoints/ pace/ tokens/ rolling enrollments or when student has gone inactive for not logging in within a given time frameDesirable1xERROR:#N/A
97NotificationsAbility to set up conditional notifications (by user levels).Desirable1ERROR:#N/A
98Productivity ToolsAbility to set calendar days to identify holidays and weekends.Desirable1ERROR:#N/A
99Productivity ToolsAbility to populate a student calendar based on student assignments; online syllabus.Highly Desirable2ERROR:#N/A
100Productivity ToolsAbility for instructor and students to add/update calendar.Highly Desirable2ERROR:#N/A
101ReportingSystem provides a central location where all reports reside and can be accessed.Highly Desirable2ERROR:#N/A
102ReportingAbility to add Agency logo on all reports.Highly Desirable2ERROR:#N/A
103ReportingProvides student progress report based on enrolled course.Highly Desirable2ERROR:#N/A
104ReportingSystem provides Test/Quiz reporting. Answers selected analysis.Highly Desirable2ERROR:#N/A
105ReportingSystem provides enrollment data reportsHighly Desirable2ERROR:#N/A
106ReportingSystem provides demographic reports that includes; age, gender, jurisdiction affiliation, education background etc.Highly Desirable2ERROR:#N/A
107ReportingAbility to build, save, schedule/email queries for custom or ah-hoc reports. Exportable in conventional formats like Excel, CSV. Describe custom report building features.Highly Desirable2xERROR:#N/A
108ReportingProvides option to show selected report parameters and run time information on reports.Highly Desirable2ERROR:#N/A
109ReportingReports can be customized for specific information: Title, column header information, course, session etc. Options for various formats such as pie or bar charts.Highly Desirable2xERROR:#N/A
110ReportingAbility to create, save, and schedule custom reports.Highly Desirable2ERROR:#N/A

ERROR:#N/A

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