Attachment_L_-_ERP_Requirements.xlsm
XLSM spreadsheet 109 KB Posted
- Attached to
- Enterprise Resource Planning System (ERP)
- Solicitation number
- 25260047P-AZ
- Issued by
- Seminole County, Florida
About this file
Summary of ERP Requirements Document
This is an Enterprise Resource Planning (ERP) system requirements specification document prepared by the School Board of Seminole County, Florida, detailing 303 functional and technical requirements organized across 12 requirement areas. The document establishes the technical specifications and performance expectations for a comprehensive ERP solution that must support Finance, Human Resources, Payroll, and Asset Management modules for a school district comprising 65 schools and centers, serving approximately 66,000 students with approximately 7,500 employees. The requirements are categorized by importance level: 208 mandatory requirements, 83 should-have requirements, and 12 could-have requirements. Vendors responding to the solicitation must use standardized response codes (Y for supported as delivered, N for not available, C for customization, P for future release, and T for third-party solution) and must provide detailed comments explaining customization scope, costs, complexity levels, and implementation timelines where applicable.
The requirements encompass 47 reporting capabilities, 186 functional features, 8 integration interfaces, 15 system specifications, 13 regulatory compliance standards, 22 security requirements, and 9 support and warranty provisions. Key mandatory functional areas include accounts payable and receivable processing, budget management with encumbrance controls, employee self-service portals, payroll processing with multiple contract and pay code support, procurement and purchasing with approval workflows, asset management with depreciation tracking and barcode scanning, and comprehensive financial reporting compliant with Florida Department of Education standards and GASB 34 guidelines. The system must integrate with existing infrastructure including Skyward Student Information System, TMA Systems for facilities management, Web Clock and TMS for timekeeping, Frontline for substitute teacher management, and the Heartland Suite for school nutrition operations. Critical security and compliance requirements mandate encryption of data at rest and in transit, role-based access control, multi-factor authentication for administrative users, seven-year audit log retention, 99.9% uptime availability, support for concurrent users without performance degradation, and annual third-party security audits with SOC 2 Type II or NIST compliance.
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Other files
| File | Type | Posted |
|---|---|---|
| 25260047P-AZ_Proposers_List.pdf | ||
| 25260047P-AZ_Addendum_2.pdf | ||
| 25260047P-AZ_Addendum_1.pdf | ||
| Attachment_L_-_Requirements_Workbook_Addendum_1.xlsm | XLSM spreadsheet | |
| Attachment_M_-_Pricing_Workbook_Addendum_1.xlsx | XLSX spreadsheet | |
| Attachment_K_Draft_Service_Agreement.pdf | ||
| Attachment_M_-_Pricing_Workbook.xlsx | XLSX spreadsheet | |
| 25260047P-AZ_ERP_RFP_Document_-_FINAL.pdf | ||
| Attachment_L_-_ERP_Requirements.xlsm | XLSM spreadsheet | |
| Attachment_N_Data_Privacy_Agreement.pdf |
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Table of Contents
| School Board of Seminole County, Florida |
| SBSC Enterprise Resource Planning Solution Requirements |
| No. | Requirement Area | # of Rqmts |
| 1 | Summary | |
| 2 | Instructions | |
| 3 | Glossary | |
| 4 | Background_Data | |
| 5 | General_Requirements | 3 |
| 8 | Reports | 47 |
| 9 | Functional | 186 |
| 10 | Interface | 8 |
| 11 | System | 15 |
| 12 | Regulatory_Compliance | 13 |
| 13 | Security | 22 |
| 16 | Support_Warranty | 9 |
| Total | 303 |
Attachment "L"
&A Page &P of &N
Summary
| Requirement | Total | Mandatory | Should Have | Could Have | ||||||||||||||||||||||||||||||
| Category | # of Req | # in RFP | Yes | Customized | No | Future Release | Third Party | # in RFP | Yes | Customized | No | Future Release | Third Party | # in RFP | Yes | Customized | No | Future Release | Third Party | |||||||||||||||
| # | % | # | % | # | % | # | % | # | % | # | % | # | % | # | % | # | % | # | % | # | % | # | % | # | % | # | % | # | % | |||||
| General_Requirements | 3 | 3 | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% |
| Reports | 47 | 32 | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 14 | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 1 | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% |
| Functional | 186 | 117 | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 59 | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 10 | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% |
| Interface | 8 | 5 | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 3 | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% |
| System | 15 | 10 | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 4 | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 1 | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% |
| Regulatory_Compliance | 13 | 13 | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% |
| Security | 22 | 22 | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% |
| Support_Warranty | 9 | 6 | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 3 | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% |
| Total | 303 | 208 | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 83 | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 12 | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% | 0 | 0% |
Attachment "L"
&A Page &P of &N
Instructions
| SCPS Enterprise Resource Planning Solution RFP | |
| This section of the RFP contains instructions for responding to the functional requirements of the Enterprise Resource Planning Solution. In responding to the requirements, the response codes listed below (Y, N, C, P, T) must be used and entered in the Proposer Response column. | |
| Proposer Response Code | Definition |
| Y- Supported as Delivered and/or Documentation Provided as Requested | Requirement will be met. The requirement is met by proposed hardware or software that is installed and operational at other sites and can be immediately demonstrated to the SCSB. |
Documentation Provided as Requested means a response has been provided to answer the question in the Comments column.
N- No or Not Available Requested functionality will not be provided.
Note: Blanks to requirements requiring a response code will be considered to have been answered with a "Not Available."
C- Supported via Customization Requirement will be met by customizing existing software for an additional cost to SCSB.
Note: In the Comments column next to this response, please indicate the following:
-Description of customization -Estimated level of effort involved in hours -Estimated level of complexity (High, Medium, Low) -Estimated associated costs P- Will be supported in a future release Requirement is planned for a future release.
Note: In the Comments column next to this response, indicate:
-Date when requirement will be available for implementation -Estimate any additional costs to SCSB to implement T- Supported via a third party solution Requirement will be met by a third party solution.
Note: In the Comments column, indicate:
-Name of the proposed 3rd party solution -Interface/integration services being proposed -Any associated product costs not included in the proposal.
| Importance Definitions | |
| M | Must Have - Non-negotiable core requirements—absolutely essential for project success. |
| S | Should Have - Important, but not vital; may be deferred if needed. |
| C | Could Have - Nice to have; low-effort enhancements or features if time/resources allow. |
| W | Will Not Have - Explicitly agreed as not included in this release or version, but possibly in the future. |
Attachment "L"
&A Page &P of &N
Vendor Response
| Y |
| N |
| C |
| P |
| T |
| 0 |
| 1 |
| 2 |
| 3 |
| 4 |
Attachment "L"
&A Page &P of &N
Glossary
| ERROR:#VALUE! | |
| Term/Acronym | Description |
Attachment "L"
&A Page &P of &N
Background_Data
| ERROR:#VALUE! | ||
| ID | Category | Background Information |
| Background Data-2 | General Specifications | Seminole County School District is comprised of 65 schools and centers |
| Background Data-3 | General Specifications | Seminole County School District currently has approximately 66,000 students |
| Background Data-4 | General Specifications | Seminole County School District currently has approximately 7500 employees |
| Background Data-5 | General Specifications | Seminole County Schools uses Skyward for their Student Information System ad local school accounting system |
| Background Data-6 | General Specifications | Seminole County Schools uses TMA Systems to manage their workorders and maintenance of Facilities |
| Background Data-7 | General Specifications | Seminole County Schools uses Web Clock for timekeeping for Red Apple Dining and KidZone time clock |
| Background Data-8 | General Specifications | Seminole County Schools uses TMS for Time and Attendance for maintenance staff |
| Background Data-9 | General Specifications | Seminole County Schools uses Frontline to track teacher sick leave and substitute teacher assignments |
| Background Data-10 | General Specifications | Schools uses the Heartland Suite of applications for management of their School Nutrition program, Red Apple Dining |
Attachment "L"
&A Page &P of &N
General_Requirements
| ERROR:#VALUE! | |||||
| Y= Yes, Supported as Delivered or Documentation Provided as Requested | C= Customization | ||||
| N= No or Not Available | P= Future Release | ||||
| T= Third Party solution required | |||||
| If P is used, specify the expected release date in the Comment column. | |||||
| If T is used, specify the third party solution, the interface/integration proposed, and any associated product costs not included in the proposal. | |||||
| ID | Requirement Name | Requirement Description | Importance | Proposer Response | Comment |
| GR-1000 | FL K12 Experience | It is required that the vendor has successfully implemented an ERP in multiple Florida K12 school systems | M | ||
| GR-1001 | Implementation Size | It is required that the vendor has implemented the recommended system in an organization with at least 7500 employees | M | ||
| GR-1002 | Supported Functions | It is required that the ERP contain functionality to support Finance, Human Resources, Payroll, and Asset Management | M |
Attachment "L"
&A Page &P of &N
Reports
| ERROR:#VALUE! | ||||||
| Y= Yes, Supported as Delivered or Documentation Provided as Requested | C= Customization | |||||
| N= No or Not Available | P= Future Release | |||||
| T= Third Party solution required | ||||||
| If P is used, specify the expected release date in the Comment column. | ||||||
| If T is used, specify the third party solution, the interface/integration proposed, and any associated product costs not included in the proposal. | ||||||
| ID | Modules Category | Requirement Name | Requirement Description | Importance | Proposer Response | Comment |
| REP-1000 | Reporting & Analytics | Cash Flow Reporting | The system shall have built-in cash flow reporting or dashboards | C | ||
| REP-1001 | Reporting & Analytics | Trial Balance | The system shall have Trial Balance Reports for presenting balances grouped by the various chart of account elements. Fields to present should be customizable. The user should be able to specify criteria for the fields presented. | M | ||
| REP-1002 | Reporting & Analytics | General Ledger Query | The system shall have a query capable of exporting every line in the general ledger. Fields presented should be cusomizable. Users should be able to specify criteria for the fields presented. | M | ||
| REP-1003 | Reporting & Analytics | Aging reports AP and AR | The system shall generate invoice aging reports. | M | ||
| REP-1004 | Reporting & Analytics | Payroll Compliance Reports | The Vendor shall support compliance reporting for 1099s, 1098s, W-2s, W-3s, payroll tax reports, and grant reports. | M | ||
| REP-1005 | Reporting & Analytics | Reporting by Vendor | The system shall provide visibility into all transactions associated with a vendor. Fields to present should be customizable. Users should be able to specify criteria for the fields presented. | M | ||
| REP-1006 | Reporting & Analytics | Unclaimed Property reports | The system shall generate reports such as Outstanding Check Reports and Unclaimed Property Reports by bank and date. | M | ||
| REP-1007 | Reporting & Analytics | Worklist Reports | The system shall provide daily reports including budget errors, open POs, current earnings, journal entries, and P-card transactions. | M | ||
| REP-1008 | Reporting & Analytics | Configurable Asset Reporting | The system shall generate configurable reports covering asset balances by category, depreciation balances by category, as well as additions to, deletions from, and transfers affecting thoise balances. | M | ||
| REP-1009 | Reporting & Analytics | Budget to Actual Reporting | The system will provide real-time budget to actual accuracy including all pcard and other transactions including original budget, carryforward, adjustments, encumbrances, actual spend and remaining balance. | M | ||
| REP-1010 | Reporting & Analytics | Detailed Budget Reporting | The system shall generate budget-to-actual, GL queries, appropriation queries, payroll encumbrance, and position control reports. | M | ||
| REP-1011 | Reporting & Analytics | Multiple Budget reporting | The system shall allow users to report on multiple budgets simultaneously. | M | ||
| REP-1012 | Reporting & Analytics | Visualization Dashboards | The system shall provide built-in dashboards and alerts for funds at risk of overages and variance analysis. | S | ||
| REP-1013 | Reporting & Analytics | Reports and Financial Statements for internal and external | The system shall generate internal and external financial statements and reports. | S | ||
| REP-1014 | Reporting & Analytics | SQL export | The system shall support export of data to SQL tables for reporting and third-party applications. | M | ||
| REP-1015 | Reporting & Analytics | Back-End Database Access | The system shall support back-end dabase access for real-time custom reporting. | M | ||
| REP-1016 | Reporting & Analytics | Regulatory Compliance Reports | The system shall generate compliance reports (e.g., state/federal regulations, board audits) with export capabilities to Excel and PDF. | M | ||
| REP-1017 | Reporting & Analytics | Custom and Ad Hoc Reporting | The system shall provide the ability to run customizable and ad hoc reports directly within ERP without heavy reliance on SQL. | M | ||
| REP-1018 | Reporting & Analytics | Export Reports | The system will support the export of all financial management reports to Excel, csv, and pdf formats | M | ||
| REP-1019 | Reporting & Analytics | Grouping for Reports | The system shall support custom grouping and multiple reporting hierarchies. | S | ||
| REP-1020 | Reporting & Analytics | Secure Data Exchange | The system shall support secure data exchange with state and federal reporting systems. | S | ||
| REP-1021 | Reporting & Analytics | Grant and Financial Reporting | The system shall support financial and grant reporting requirements, with ability to extract employee information and support federal project allocations such as Title I. | S | ||
| REP-1022 | Reporting & Analytics | ADA and EEO reporting | The system shall track information required for ADA and EEO reporting. | M | ||
| REP-1023 | Reporting & Analytics | At a glance inventory | The system shall provide a dashboard view of inventory per warehouse. | S | ||
| REP-1024 | Reporting & Analytics | Exit Interview Reporting | The system shall have the ability to collect and analyze exit interview data within the system. | S | ||
| REP-1025 | Reporting & Analytics | Facilities Reporting | The system shall generate ad hoc reports and DOE compliance reports for projects over $300,000. | S | ||
| REP-1026 | Reporting & Analytics | Hiring Workflow Reporting | The system shall generate reports highlighting bottlenecks in hiring workflows. | S | ||
| REP-1027 | Reporting & Analytics | Inventory Reporting | The system shall support annual inventory of capital assets using barcode scanning. | M | ||
| REP-1028 | Reporting & Analytics | Payroll Reporting | The system shall provide earning code reports, time reports, custom queries, and Excel export. | M | ||
| REP-1029 | Reporting & Analytics | Personnel Accountability Report | The system shall provide a systematic digital process for Personnel Accountability Reports when funding sources change, replacing manual PDFs. | S | ||
| REP-1030 | Reporting & Analytics | School-Level Reports | The system shall support Visa transaction reports, staffing authorization reports, and Time Resource Code reports. | S | ||
| REP-1031 | Reporting & Analytics | Track Grant and Federal Project spending | The system shall track complex project and grant information, including reporting capabilities. | S | ||
| REP-1032 | Reporting & Analytics | Wage Analysis | The system shall perform wage analysis reporting. | S | ||
| REP-1033 | Reporting & Analytics | Pay Reporting | The system shall provide a query capable of presenting every line of pay to every employee, including the chart of accounts string charged, and the taxes and benefits charged to each line of gross pay. Fields to present should be customizable. The user should be able to specify criteria for the fields presented. | M | ||
| REP-1034 | Reporting & Analytics | Leave balances | The system shall provide a report of all employee leave balances at a given point in time. | M | ||
| REP-1035 | Reporting & Analytics | Benefits - New Plan Member Report | The system shall generate a benefits plan report for new members | M | ||
| REP-1036 | Reporting & Analytics | Benefits - EAP Report | The system shall generate a report of all EAP requests for assistance | M | ||
| REP-1037 | Reporting & Analytics | Benefits - New Hire ACA Report | The system shall generate a report shows whether the new employee, based on their hours workded during a measurement period, has become eligible for health coverage, detailing the offer of coverage, affordability, and employee enrollment to meet IRS reporting requirements | M | ||
| REP-1038 | Reporting & Analytics | Benefits - New Hire Incentive File | The system shall generate a report of employees who are qualify to receive incentive | M | ||
| REP-1039 | Reporting & Analytics | Employee Demographic File | The system shall generate an employee demographics report | M | ||
| REP-1040 | Reporting & Analytics | Benefits - HSA Board Funding Report | The system shall generate a Health Savngs Account funding report | M | ||
| REP-1041 | Reporting & Analytics | Benefits - HRA Board Funding Report | The system shall generate a Health Reimbursement Account report | M | ||
| REP-1042 | Reporting & Analytics | Benefits - Wex/COBRA Errors | The system shall generate a report of Wex.COBRA Errors | M | ||
| REP-1043 | Reporting & Analytics | Benefits - FRS Funding | The system shall generate a report for Florida Retirement System | M | ||
| REP-1044 | Reporting & Analytics | Benefits - COBRA Reports | The system shall generate reports for COBRA provided for former employees | M | ||
| REP-1045 | Reporting & Analytics | Benefits - Retiree Supplemental Reports | The system shall generate reports for vendors providing retiree supplemental benfits | M | ||
| REP-1046 | Reporting & Analytics | User Interface | The system shall display on-screen reports with clickable links and drilldown capabilities to review item details | S |
Attachment "L"
&A Page &P of &N
Functional
| ERROR:#VALUE! | ||||||
| Y= Yes, Supported as Delivered or Documentation Provided as Requested | C= Customization | |||||
| N= No or Not Available | P= Future Release | |||||
| T= Third Party solution required | ||||||
| If P is used, specify the expected release date in the Comment column. | ||||||
| If T is used, specify the third party solution, the interface/integration proposed, and any associated product costs not included in the proposal. | ||||||
| ID | Modules Category | Requirement Name | Requirement Description | Importance | Proposer Response | Comment |
| FUN-1000 | Accounts Payable | Invoice Processing: 2- and 3-Way Match | The system shall have two or three-way match options with flexible configurations. | M | ||
| FUN-1001 | Accounts Payable | Invoice Processing: 2- and 3-Way Match Exceptions | The system shall have methods for resolving match exceptions. | M | ||
| FUN-1002 | Accounts Payable | Invoice Processing: Aging Invoices | The system shall have a method of notifying users of aging invoices. | M | ||
| FUN-1003 | Accounts Payable | Invoice Processing: Entry | The system shall auto-populate select vendor information based on the related purchase order. | M | ||
| FUN-1004 | Accounts Payable | Invoice Processing: Entry Adjustments | The system shall allow for invoice adjustments for shipping, credits or other minor anomalies. | M | ||
| FUN-1005 | Accounts Payable | Invoice Processing: Entry Automation | The system shall have OCR capability to pull invoice information from a PDF invoice and auto populate the entry. | C | ||
| FUN-1006 | Accounts Payable | Invoice Processing: Exceptions - Budget Errors | The system shall be capable of notifying users when an invoice will create a budget exception. | M | ||
| FUN-1007 | Accounts Payable | Invoice Processing: Exceptions - Duplicates | The system shall notify users when duplicate invoice is entered. | M | ||
| FUN-1008 | Accounts Payable | Invoice Processing: Invoice Edits | The system shall have method by which users can edit unposted invoices. | M | ||
| FUN-1009 | Accounts Payable | Invoice Processing: Verification | The system shall allow for a verification of invoices processed for payment prior to the actual payment. | |||
| FUN-1010 | Accounts Payable | Payment Processing: Banking Interface | The system shall be capable of interfacing with banking institutions for sending payment information files (e.g. ACH, Positive Pay, Virtual card, etc). | S | ||
| FUN-1011 | Accounts Payable | Payment Processing: Exceptions | The system shall have a method of notifying when invoices do not pay or post for any reason. | M | ||
| FUN-1012 | Accounts Payable | Payment Processing: Payment Methods | The system shall support multiple payment methods (ACH, Virtual Card, Credit Card, check, etc.). Default payment methods shall be based on settings in the vendor file. A user should be able to change the default to any other acceptable payment method already in the vendor file (e.g. A vendor may have multiple remit to addresses). | M | ||
| FUN-1013 | Accounts Payable | Payment Processing: Scheduled Payment Dates | The system shall schedule payment dates based on payment terms in the vendor file and the indicated invoice date. | M | ||
| FUN-1014 | Accounts Payable | P-Card Processing: Import Transactions | The system shall be capable interfacing with banking institutions to import transaction files (e.g. P-Card transactions) for review and posting. | M | ||
| FUN-1015 | Accounts Payable | P-Card Processing: Review, Edit and Post | The system shall have a method by which imported transactions can be assigned for review and editing. | M | ||
| FUN-1016 | Accounts Payable | Travel: Pre-Approval | The system shall provide a travel pre-approval process to encumber funds in advance of travel. | S | ||
| FUN-1017 | Accounts Payable | Travel: Pre-loaded locations | The system shall permit preloading of common travel locations (such as schools) to reduce attachments and errors. | M | ||
| FUN-1018 | Accounts Payable | Travel: Reimbursement Requests | The system should have customizable fields for required and optional information or attachments. | S | ||
| Accounts Payable | The system shall have process for voiding checks and providing an option to re-issue or not. | M | ||||
| FUN-1020 | Accounts Receivable | Accounts Receivable Module | The system shall have an accounts receivable module that allows for a customer list, billing and receipt tracking. The AR Module shall be OPTIONAL. | M | ||
| FUN-1021 | Accounts Receivable | Customer Management | The system's AR module should support standard and custom customers. Standard customers being those entered into the customer list and having associated invoices. Custom being receipts from customers not in the customer list or not having associated invoices. | M | ||
| FUN-1022 | Accounts Receivable | Interdepartmental Billing | The system shall allow for interdepartmental billing and receipting | C | ||
| FUN-1023 | Accounts Receivable | Receipts: Account Coding | The system shall allow the user to select the appropriate bank account to which the receipt relates. | S | ||
| FUN-1024 | Accounts Receivable | Receipts: Attachments | The system shall allow attachments to receipts in a variety of formats (excel, word, PDF, etc). | S | ||
| FUN-1025 | Accounts Receivable | Receipts: Entry | The system shall allow users to enter receipts, even if a customer database is not maintained. The user should be able to select from a list of customizable receipt types or enter an ad hoc receipt. Customized receipt types should be able to support a default chart string. | M | ||
| FUN-1026 | Budget Management | Balance Roll-forward: Budget Ledger | The system shall provide functionality for users to rollover remaining budget balances across fiscal years. | S | ||
| FUN-1027 | Budget Management | Balance Roll-forward: Budget Ledger | The system shall allow users to specify budget balances that should rollover vs those that should not based on select chart field elements. | S | ||
| FUN-1028 | Budget Management | Balance Roll-forward: Encumbrance ledger | The system shall provide functionality for users to rollover remaining encumbrance balances across fiscal years. | S | ||
| FUN-1029 | Budget Management | Budget Prep Module | The system shall have a module that allows for high level budget allocations with more granular user control over individual lines OR be capable of interfacing with an outside software. | S | ||
| FUN-1030 | Budget Management | Budget Roll-Up Accounts | The system shall allow buget roll-up accounts, where the primary source of budget can be maintained while actual expenditures hit the sub-accounts. | M | ||
| FUN-1031 | Budget Management | Budgetary Control | The system shall restrict lines from exceeding budget but shall also allow the budget office to control whether exceedances may be allowed for select chart strings. | M | ||
| FUN-1032 | Budget Management | Journals: Approval Workflow | The system shall enforce dual control (preparer/approver) for journal entries. | M | ||
| FUN-1033 | Budget Management | Journals: Attach Support | The system shall allow attachments to journal entries for supporting documentation in a variety of formats (excel, word, PDF, etc.) | M | ||
| FUN-1034 | Budget Management | Journals: Create | The system shall allow users to create journals by a variety of methods (manual entry, import from another system or module, mass upload from spreadsheet, etc). | M | ||
| FUN-1035 | Budget Management | Journals: Inquiry and View | The system shall include a feature for users to view individual posted entries and all attachments or workflow approvals. | M | ||
| FUN-1036 | Budget Management | Journals: Validation and Edits | The system shall validate journals for budget errors, improper chart fields, and identify the affected lines. They system shall also allow users to edit journals that have not been approved and posted. | M | ||
| FUN-1037 | Budget Management | Recurring/Non-curring | The system shall allow users to specify a budget as recurring or non-recurring at the time of recording. | M | ||
| FUN-1038 | Budget Management | Transfers | The system shall allow for budget transfers, which are have all the same features as budget jousrnals, except that restrictions can be applied based on the user performing the transfer. | M | ||
| FUN-1039 | Employee Self Service | Access to Employee Forms | The system shall allow employee access to employer forms including policy manuals, paychecks, YTD pay history, W-4, W-2, and tax withholding information. | M | ||
| FUN-1040 | Employee Self Service | Access to Pay Information | The system shall provide employee self-service for access to pay stubs, salary details, and W-2s. | M | ||
| FUN-1041 | Employee Self Service | Report/Update Qualifying Events | The system shall allow employees to update qualifying life events through an online portal. | M | ||
| FUN-1042 | Employee Self Service | Simple Time Input for hourly employees | The system shall provide an easy-to-use interface for both time exceptions and clock in and out entry. | M | ||
| FUN-1043 | Employee Self Service | Update Tax Withholding | The system shall support the online completion of new W-4 and state tax withholding forms. | M | ||
| FUN-1044 | Employee Self Service | View and Update Demographic Information | The system shall provide an interface to allow employees to maintain and update their demographic data. | M | ||
| FUN-1045 | Employee Self Service | Access to Benefits and Deductions | The system shall allow employees to view their current benefits and deduction enrollments. | M | ||
| FUN-1046 | Employee Self Service | Access to Current Contract info | The system shall allow employees to view their current employment contract. | M | ||
| FUN-1047 | Employee Self Service | Access to Leave Balances | The system shall display balances and activity history for employee leave and paid time off. | M | ||
| FUN-1048 | Facilities & Maintenance | Space Rental Integration | The system shall provide space rental management. | C | ||
| FUN-1049 | Financial Management | Cash Flow Forecasting | The system shall forecast cash flows, including payables, receivables, and recurring transactions. | C | ||
| FUN-1050 | Financial Management | Check Generation | The system provides a single user interface where a check can be written and generated. | M | ||
| FUN-1051 | Financial Management | Replacement Checks | The system shall be capable of issuing replacement payroll checks without changing taxes already paid. | S | ||
| FUN-1052 | Financial Management | Balance Roll-forward: Actuals Ledger | The system shall provide functionality for users to rollover balance sheet accounts across fiscal year based on unreconciled GL lines. | S | ||
| FUN-1053 | Financial Management | Chart of Accounts Compliance | The system must be able to support a chart of accounts that complies with the Florida Department of Education Financial and Program Cost Accounting and Reporting for Florida Schools (the "Redbook"). This includes a MINIMUM of the following: 3 digit fund, 4-digit account, and 4-digit function. | M | ||
| FUN-1054 | Financial Management | Chart of Accounts Management | The system shall have centralized point of mangement for the chart of accounts that will carry across ledgers and modules. | S | ||
| FUN-1055 | Financial Management | Chart of Accounts Modifications | The system shall allow designated users access to create or inactivate elements of the chart of accounts | M | ||
| FUN-1056 | Financial Management | Chart of Accounts Options | The system shall allow additional chart of account elements for optional use. At a minimum this should include two 4-digit chartfield elements for grant/project/ program/job/funding source tracking. | M | ||
| FUN-1057 | Financial Management | Journals: Approval Workflow | The system shall enforce dual control (preparer/approver) for journal entries. | M | ||
| FUN-1058 | Financial Management | Journals: Attach Support | The system shall allow attachments to journal entries for supporting documentation in a variety of formats (excel, word, PDF, etc.) | M | ||
| FUN-1059 | Financial Management | Journals: Create | The system shall allow users to create journals by a variety of methods (manual entry, import from another system or module, mass upload from spreadsheet, etc). | M | ||
| FUN-1060 | Financial Management | Journals: Inquiry and View | The system shall include a feature for users to view individual posted entries and all attachments or workflow approvals. | M | ||
| FUN-1061 | Financial Management | Journals: Other Features | The system shall allow journals to be reversed as of a specified date. The system shall allow journals to be copied, modified and then posted. The system shall allow journals to be scheduled for future posting or to recurr at a set interval or for a set timeframe. | M | ||
| FUN-1062 | Financial Management | Journals: Validation and Edits | The system shall validate journals for budget errors, improper chart fields, and identify the affected lines. They system shall also allow users to edit journals that have not been approved and posted. | M | ||
| FUN-1063 | Financial Management | Ledgers | The system shall allow for multiple ledgers (e.g. Budget, actuals, encumbrances, etc) | M | ||
| FUN-1064 | Financial Management | Pooled Cash | The system shall have features able to manage pooled banking | S | ||
| FUN-1065 | Financial Management | Reconciliations: Auto-reconciliation of banking transactions - check payments | The system shall be able process bank file imports for cleared cleared checks, auto reconcile and provide reconciliation reports of outstanding checks. The system shall also allow the user to correct auto reconciliation matches and manually reconcile where necessary. | M | ||
| FUN-1066 | Financial Management | Reconciliations: Auto-reconciliation of banking transactions other than check payments | The system shall allow other bank file imports to auto reconcile ledger lines other than checks. | S | ||
| FUN-1067 | Financial Management | Reconciliations: GL Account Reconciliations | The system shall allow reconciliation of GL lines within each balance sheet account. | S | ||
| FUN-1068 | Warehouse & Inventory | Barcode Scanning Support | The system shall support bar code scanning for purchasing and inventory operations. | M | ||
| FUN-1069 | Warehouse & Inventory | Inventory Transfer | The system shall support receipt, transfer, and adjustment of inventory items. | M | ||
| FUN-1070 | Warehouse & Inventory | Reorder Notification | The system shall allow users to set re-order points for inventory items and receive notification when stock is low. | C | ||
| FUN-1071 | Warehouse & Inventory | Back Orders | The system shall allow users to create and manage back orders. | S | ||
| FUN-1072 | Warehouse & Inventory | Inventory Management | The system shall allow inventory items to be stocked in multiple warehouses. | S | ||
| FUN-1073 | Warehouse & Inventory | Order approval workflows | The system shall provide an electronic approval process for pre-orders and orders. | M | ||
| FUN-1074 | Warehouse & Inventory | Parts Transfers | The system shall support seamless transfer of parts between locations. | S | ||
| FUN-1075 | Warehouse & Inventory | Pre-encumbrance for orders | The system shall support pre-encumbrance and encumbrance of warehouse pre-orders and orders. | S | ||
| FUN-1076 | Warehouse & Inventory | Additions: Asset Integrations | The system shall have capability to integrate asset instances with other related modules (e.g. - the original purchase in the purchasing module, the general ledger account codes applicable to fixed assets, etc.). | C | ||
| FUN-1077 | Warehouse & Inventory | Additions: Asset Reinstatement | The system shall allow for an asset to be reinstated if such item is found subsequent to an improper removal. | S | ||
| FUN-1078 | Warehouse & Inventory | Additions: Editing and Appending | The system shall allow editing assets, appending parts, and automatically updating depreciation schedules. Edits to assets should require an approval workflow or be visible via an audit trail. | S | ||
| FUN-1079 | Warehouse & Inventory | Asset Instance: Assignment | The system shall allow assignment of fixed assets to custodians or locations. | M | ||
| FUN-1080 | Warehouse & Inventory | Asset Instance: Attachments | The system shall allow attachments to asset instances for supporting documentation in a variety of formats (excel, word, PDF, etc.) | M | ||
| FUN-1081 | Warehouse & Inventory | Asset Instance: Basic Information | The system shall be able to retain various elements of asset information. At a minimum: Asset ID, Asset Description, Historical cost, Category, Sub-Category, Placed in Service Date, Estimated Useful Life, Location, Custodian, Make, Model, Serial Number, Original puchase chartfield, disposition date, disposition code. Other customizable element fields should also be available. | M | ||
| FUN-1082 | Warehouse & Inventory | Asset Instance: History | The system shall retain an audit trail of every change made to an asset instance. Includes additions to the asset instance, transfers, inventory results, disposals and reinstatements if applicable). | M | ||
| FUN-1083 | Warehouse & Inventory | Asset Transfers | The system shall allow for asset items to be transferred to a different location or custodian. Customizable workflow approval should be accompany asset transfers. | M | ||
| FUN-1084 | Warehouse & Inventory | Depreciation: Calculation | The system shall calculate depreciation based on asset classification. | M | ||
| FUN-1085 | Warehouse & Inventory | Depreciation: Compliance | The system shall track and report depreciation in compliance with GASB 34. | M | ||
| FUN-1086 | Warehouse & Inventory | Disposals: Recording | The system shall allow asset disposal by a variety of methods (individual identification, batch upload, etc). Each disposal shall include a disposition code. Disposition codes should be customizable. | M | ||
| FUN-1087 | Warehouse & Inventory | Disposals: Surplus Tracking | The system shall include functionality to track asset surplus requests, handoffs, and disposal of items. | S | ||
| FUN-1088 | Warehouse & Inventory | Inventory: Inventory List Generation | The system shall allow for inventory lists to be generated by a variety of elements (location, custodian, category, etc). | M | ||
| FUN-1089 | Warehouse & Inventory | Inventory: Inventory Scanning | The system shall allow for inventory results to be incorporated in asset instance, whether by an integrated module or interface with another barcode scanning software. | M | ||
| FUN-1090 | Warehouse & Inventory | Inventory: Missing Items | The system shall generate lists of missing assets after inventory results are posted. | M | ||
| FUN-1091 | Warehouse & Inventory | Transfers of Assets purchased with Federal Funds | The system shall provide flexibility in asset transfer set-up to allow certain authorized users to unilaterally make asset transfers between locations, while other users go through an approval workflow. | M | ||
| FUN-1092 | Grant Management | Grant Position Creation | The system shall have a streamlined process for creation of new positions when grants are accepted, with explicit approvals required for compliance. | M | ||
| FUN-1093 | Human Resources (HR) | 1099 and W2 Generation | The vendor must be able to generate 1099, 1098, W-2, compliant with the State of Florida and Federal regulations, restrictions and requirements. | M | ||
| FUN-1094 | Human Resources (HR) | Annual teacher contract mgmt | The system shall generate and distribute annual contracts and renewals for employees. | M | ||
| FUN-1095 | Human Resources (HR) | Approval Workflow for Employee Transfers | The system shall provide approval workflows for transferring employees funded by IDEA or federal projects, with auditing. | S | ||
| FUN-1096 | Human Resources (HR) | Benefits Enrollment | The system shall have a streamlined electronic benefits enrollment process for Open Enrollment. | S | ||
| FUN-1097 | Human Resources (HR) | Certification Tracking | The system shall provide tracking and reminders for teacher certifications. | S | ||
| FUN-1098 | Human Resources (HR) | Compliance Tracking | The system shall track CDL license, driver records, safety training for employees whose positions require compliance | S | ||
| FUN-1099 | Human Resources (HR) | Contractor Compliance | The system shall track vendor contractor fingerprinting, badging, and expiration dates. | S | ||
| FUN-1100 | Human Resources (HR) | Health and Safety Compliance | The system shall administer health and safety information and monitor compliance with required tests. | S | ||
| FUN-1101 | Human Resources (HR) | Hiring Workflow Visibility and Alerts | The system shall provide hiring workflow visibility for hiring managers, and timed alerts to prevent delays and expired offers. | M | ||
| FUN-1102 | Human Resources (HR) | Hourly/Substitute Tracking | The system shall provide visibility into hiring for hourly and substitute positions for department hiriing managers. | M | ||
| FUN-1103 | Human Resources (HR) | Integrated Evaluations | The system shall include an evaluation tool for all staff (teachers and non-teachers) within the ERP. | S | ||
| FUN-1104 | Human Resources (HR) | Job Offer Reminders | The system shall send reminders to approve job offers or post positions before expiration. | M | ||
| FUN-1105 | Human Resources (HR) | Job Posting Visibility | The system shall provide notifications on job posting status, from successful posting to receipt of new applicants | M | ||
| FUN-1106 | Human Resources (HR) | Manage Premium changes | The system shall manage premium changes at the plan level with effective dates. | M | ||
| FUN-1107 | Human Resources (HR) | Multiple Application Linking | The system shall link applicants to multiple positions applied for and consolidate reference checks. | S | ||
| FUN-1108 | Human Resources (HR) | Multiple benefit plans | The system shall support tracking of multiple plans per benefit or deduction code. | M | ||
| FUN-1109 | Human Resources (HR) | Onboarding Workflow Automation | The system shall have a means to track fingerprinting, background, and reference checks, including notifications, reducing manual processes. | S | ||
| FUN-1110 | Human Resources (HR) | Rehire Process | The system shall have the ability to rehire workers without requiring full reapplication. | S | ||
| FUN-1111 | Human Resources (HR) | Source of truth for employee info | The system shall support the maintenance and update of employee records to provide a single source of truth for employee information | M | ||
| FUN-1112 | Human Resources (HR) | System or manual assigned Employee ID number | The system shall allow for either system-assigned or manually assigned employee numbers, and track SSNs separately. | S | ||
| FUN-1113 | Human Resources (HR) | Track Highly Qualified Teacher continuing ed | The system shall track Highly Qualified Teacher training and ongoing education. | S | ||
| FUN-1114 | Human Resources (HR) | Track professional learning and required training | The system shall support tracking of professional learning and continuing education for compliance purposes. | M | ||
| FUN-1115 | Internal Controls | Approval Workflow | The system shall provide for approval workflows at any step of any transaction (e.g. Jounral entries, budget entries, requisitions, Non-PO invoices, travel reimbursements, etc) | M | ||
| FUN-1116 | Internal Controls | Approval Workflow Escalation | The system shall provide escalation for requisition and travel reimbursement approvals if approvers are unavailable. | C | ||
| FUN-1117 | Internal Controls | Approval Workflow Options | Approval workflows should allow any user in the workflow to approve, deny or pushback. Pushed-back workflows should allow for a comment, and restart at the beginning for editing by the original user. | M | ||
| FUN-1118 | Payroll | Approval Escalation | The system shall provide escalation for time approvals when managers are unavailable. | S | ||
| FUN-1119 | Payroll | Benefit and deduction management | The system shall track benefits and deductions with effective dates for each employee. | M | ||
| FUN-1120 | Payroll | Centralized Timekeeping | The system shall provide centralized timekeeping for all staff. | S | ||
| FUN-1121 | Payroll | Contract earnings calculation | The system shall calculate and generate earnings based on contractual amounts. | M | ||
| FUN-1122 | Payroll | Direct deposit with multiple accounts | The system shall provide direct deposit functionality with allocation to multiple accounts by amount or percentage. | M | ||
| FUN-1123 | Payroll | Driver Clock Flexibility | The system shall support flexible clock-out options for drivers working delivery routes. | S | ||
| FUN-1124 | Payroll | Exception pay processing | The system shall support exception pay processing for salaried and unit-pay staff. | M | ||
| FUN-1125 | Payroll | Inactive Time Codes | The system shall allow marking time codes inactive and hiding in user interface while preserving them for history. | S | ||
| FUN-1126 | Payroll | Kiosk Clock-In | The system shall allow employees to clock in/out via kiosk directly into ERP. | S | ||
| FUN-1127 | Payroll | Manage deductions and garnishments | The system shall manage deductions and garnishments from employee pay. | M | ||
| FUN-1128 | Payroll | Multiple Contract Lengths | The system shall support multiple employee contract lengths and proration of payroll. | M | ||
| FUN-1129 | Payroll | Multiple Cost Strips | The system shall support paying employees from multiple cost strips or job codes in a single pay period. | M | ||
| FUN-1130 | Payroll | Multiple job codes and pay rates for employee | The system shall support recording of multiple earnings per employee with various earning rates per job. | M | ||
| FUN-1131 | Payroll | Multiple Salary Schedules | The system shall support multiple salary schedules, each with defined steps and levels. | M | ||
| FUN-1132 | Payroll | Pay Code Flexibility | The system shall allow setting default pay codes and selecting pay codes during time entry or approval. | M | ||
| FUN-1133 | Payroll | Payroll | The system provides an integrated approach from payroll to accounts payable and budgeting. | M | ||
| FUN-1134 | Payroll | Payroll Benefits and Tax Distribution | The system shall be able to accurately present taxes and benefits associated with each pay line/pay type. | M | ||
| FUN-1135 | Payroll | Payroll and Personnel Budgeting | The system shall support salary encumbrance, visibility into benefits/taxes, and streamlined personnel budgeting processes. | M | ||
| FUN-1136 | Payroll | Payroll Corrections | The system shall provide a streamlined method for corrections and cost strip changes for payroll. | M | ||
| FUN-1137 | Payroll | Payroll Cost Strip Flexibility | The system shall provide for timesheet dropdown for employees to select jobs/funding sources; allocate multiple funds for single employee payroll. | M | ||
| FUN-1138 | Payroll | Payroll encumbrance for contracted salary | The system shall support payroll encumbrance for contracted salaries. | M | ||
| FUN-1139 | Payroll | Salary modification | The system shall manage and administer modifications to salary schedule plans. | M | ||
| FUN-1140 | Payroll | Salary projections | The system shall support projections for schedule amount, contract amount, and various pay rates. | M | ||
| FUN-1141 | Payroll | Supplement Management | The system shall allow schools to manage employee pay supplements directly within ERP instead of spreadsheets. | C | ||
| FUN-1142 | Payroll | Time Approval Notifications | The system shall provide notifications when time approvals are changed or corrected. | M | ||
| FUN-1143 | Payroll | Time System Integration | The system shall integrate teacher/substitute time management (Frontline) with ERP. | S | ||
| FUN-1144 | Payroll | Track Excess Life Isn taxable income | The system shall calculate taxable income from excess life insurance (group term life). | M | ||
| FUN-1145 | Procurement / Purchasing | Vendor Management - 1099 | The system shall generate 1099 forms for vendors and contractors. | M | ||
| FUN-1146 | Procurement / Purchasing | Approval Thresholds | The system shall include flags and workflows for dollar thresholds and budget overages. | M | ||
| FUN-1147 | Procurement / Purchasing | Attachments to requisitions | The system shall allow users to attach scanned documents to requisitions. | M | ||
| FUN-1148 | Procurement / Purchasing | Audit trail for procurement | The system shall maintain a full audit trail of all requisition and purchase order transactions. | M | ||
| FUN-1149 | Procurement / Purchasing | Automated approval workflows | The system shall support automated approval workflows based on user, account, location, and amount criteria. | M | ||
| FUN-1150 | Procurement / Purchasing | Blanket Purchase orders | The system shall support blanket purchase orders. | M | ||
| FUN-1151 | Procurement / Purchasing | Budget Control | The system shall perform real-time budget checking before purchase orders are finalized to prevent overspending. | M | ||
| FUN-1152 | Procurement / Purchasing | Cataloging and Vendor Search | The system shall catalog materials by contract to improve vendor search functions. | S | ||
| FUN-1153 | Procurement / Purchasing | Category Code Editing | The system shall permit changes to category codes after PO/requisition issuance. | S | ||
| FUN-1154 | Procurement / Purchasing | Contract Number Tracking | The system shall include a contract number field in requisitions and purchase orders if applicable. | M | ||
| FUN-1155 | Procurement / Purchasing | Contract-Purchase Order Link | The system shall link contracts to purchase orders and support drill-down to requisitions. | M | ||
| FUN-1156 | Procurement / Purchasing | Create catalogs for vendor items | The system shall allow catalog and vendor standard item definition with negotiated pricing. | S | ||
| FUN-1157 | Procurement / Purchasing | Encumbrance | The system shall record encumbered funds upon requisition creation. | M | ||
| FUN-1158 | Procurement / Purchasing | E-Procurement Portal | The system shall include an e-procurement portal for vendor catalogs. | S | ||
| FUN-1159 | Procurement / Purchasing | Vendor Insurance Tracking | The system shall allow attaching and tracking vendor certificates of insurance with update prompts. | S | ||
| FUN-1160 | Procurement / Purchasing | Inventory Integration | The system shall integrate with the inventory system to automatically check stock levels before purchase order creation. | S | ||
| FUN-1161 | Procurement / Purchasing | Line by line requisition view by account charged | The system shall display all pertinant information on requisitions going through workflow for easy review. This especially includes account distributions and amounts for each requisition line items. | M | ||
| FUN-1162 | Procurement / Purchasing | Manage Contracted Services | The system shall manage multiple contracted services (e.g., academics, nutrition, operations). | M | ||
| FUN-1163 | Procurement / Purchasing | PO Automation | The system shall automate emailing of purchase orders to vendors. | S | ||
| FUN-1164 | Procurement / Purchasing | Pre-encumber funds | The system shall allow pre-encumbrance of funds for planned expenditures. | M | ||
| FUN-1165 | Procurement / Purchasing | Purchase Order Management | The system shall generate, track, and manage purchase orders with integration to requisitions and budgets. | M | ||
| FUN-1166 | Procurement / Purchasing | Receiving and Reversals | The system shall support goods receiving and receipt reversals. | M | ||
| FUN-1167 | Procurement / Purchasing | Requisition creation | The system shall support requisition creation for inventory or vendor items. | M | ||
| FUN-1168 | Procurement / Purchasing | Requisition Management | The system shall allow staff to create and submit purchase requisitions with item details and justifications. | M | ||
| FUN-1169 | Procurement / Purchasing | Requisition Notification Frequency | The system shall issue requisition notifications more frequently than once daily. | S | ||
| FUN-1170 | Procurement / Purchasing | Requisition statuses | The system shall provide functionality to view and maintain requisition statuses. | M | ||
| FUN-1171 | Procurement / Purchasing | Vendor Catalog Integration | The system shall include vendor catalogs within the ERP, allowing minimum and maximum item quantities with automated reorder notifications. | S | ||
| FUN-1172 | Procurement / Purchasing | Vendor Category Codes | The system shall tie vendors to category codes for better classification and search. | S | ||
| FUN-1173 | Procurement / Purchasing | Vendor Item Catalog | The system shall track vendor information per item including Catalog #, Unit of Measure, and unit cost. | S | ||
| FUN-1174 | Procurement / Purchasing | Vendor Management - Duplicates | The system shall prevent duplicate vendors by verifying tax ID, name, and address. | S | ||
| FUN-1175 | Procurement / Purchasing | Vendor Management - Payment Preferences | The system shall store vendor payment preferences including ACH, check, ePayables, or EFT. | M | ||
| FUN-1176 | Procurement / Purchasing | Vendor Management - Payment Terms | The system shall store vendor payment terms for use in invoice processing. | M | ||
| FUN-1177 | Procurement / Purchasing | Vendor Management - Inactivity Alerts | The system provides alerts when vendors have been inactive for a specific period of time. | S | ||
| FUN-1178 | Procurement / Purchasing | Vendor Management - User Interface | The system shall maintain a centralized vendor database including contracts, performance ratings, internal category codes and contact information. | C | ||
| FUN-1179 | Procurement / Purchasing | Vendor Management - Self Service Enroll | The system shall allow vendor self-enrollment with upload of W-9 and required documents. Self-enrolled vendors shall be reviewed and approved by purchasing staff prior to being made active. | S | ||
| FUN-1180 | Procurement / Purchasing | Change Orders - Vendor subsidiaries | The system shall allow authorized personnel to change vendor name to be updated on purchases orders to vendor subsidiaries as part of the change order process. | C | ||
| FUN-1181 | Procurement / Purchasing | Vendor Fingerprinting | The system shall allow users to easily identify whether or not vendors, or personnel at vendors, are properly fingerprinted and allowed on school campuses. | S | ||
| FUN-1184 | User Experience | Approval Alerts | The system shall provide frequent alerts for workflows, including escalations. | S | ||
| FUN-1185 | User Experience | Display supporting Information in screens | The system shall provide all supporting information for items on HR/Finance screens including cost center, submitter, school and department. | S | ||
| FUN-1186 | User Experience | Drill-down capability | The system shall allow detailed drill-down into transaction data from inquiry screens. | M | ||
| FUN-1187 | User Experience | Multilingual Support | The Vendor shall provide job applications and forms in multiple languages. | S | ||
| FUN-1188 | User Experience | Simultaneous Module Access | The system shall allow access to HR and Finance modules simultaneously in one session. | S | ||
| 187 |
Attachment "L"
&A Page &P of &N
Interface
| ERROR:#VALUE! | ||||||
| Y= Yes, Supported as Delivered or Documentation Provided as Requested | C= Customization | |||||
| N= No or Not Available | P= Future Release | |||||
| T= Third Party solution required | ||||||
| If P is used, specify the expected release date in the Comment column. | ||||||
| If T is used, specify the third party solution, the interface/integration proposed, and any associated product costs not included in the proposal. | ||||||
| ID | Modules Category | Requirement Name | Requirement Description | Importance | Proposer Response | Comment |
| INT-1000 | Integrations / SIS Connections | SIS Integration with Skyward | The system shall integrate with the Skyward SIS to import and export employee data | M | ||
| INT-1001 | Integrations / SIS Connections | Integration with Bank | The system shall integrate with banks for all interactions as required. | M | ||
| INT-1002 | Integrations / SIS Connections | Integration with Epay | The system shall integrate with J.P. Morgan for epayments. | M | ||
| INT-1003 | Integrations / SIS Connections | Integration with TMA | The system shall integrate with TMA Systems used for work order and parts/asset management | S | ||
| INT-1004 | Integrations / SIS Connections | Integration for Time and Attendance | The system shall ingest timekeeping data from multiple systems to perform accurate payroll calculations (TMS, WebClock, Frontline) | S | ||
| INT-1005 | Integrations / SIS Connections | Integration with Heartland Suite | The system can integrate with the Heartland Suite of applications used by Red Apple Dining food service department | M | ||
| INT-1006 | Integrations / SIS Connections | Integration with MyFundamentals | The system can integrate with MyFundamentals accounting software used by Red Apple Dining food service department | M | ||
| INT-1007 | Integrations / SIS Connections | Integration with LMS | The ERP shall provide APIs or other method to integrate with Learning Management Systems (LMS) such as Canvas and the internally developed Professional Learning Platform (PLP). | S |
Attachment "L"
&A Page &P of &N
System
| ERROR:#VALUE! |
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