Functional Requirements.xlsx

Instructions Functional Requirements

IMPORTANT INSTRUCTIONS:

Offeror must complete and submit the completed Functional Requirements:

In order for the College to determine the best overall solution for its requirements, many of the specifications listed require narrative discussion/detailed information on how Offeror’s proposed solution meets or accomplishes the specific task/requirement. Where requested, provide your response and any other additional information. If your proposed solution does not currently meet or accomplish the specific task/requirement listed, please denote in your response whether or not the specific task/requirement is under development and its anticipated production release date, or if the specific task/ requirement is not under development/planned for inclusion.

Some tasks/requirements are presented in question format, requiring either a YES or NO answer. Some task/requirements requiring a YES or NO answer will require further explanation and will be denoted where applicable.

Only answer “Yes” to specific tasks/requirements if the specific task/requirement is a current production released feature. Do not answer “Yes” if the item is in “beta” or scheduled for production release at a later date. The College is not seeking any beta or non-production solutions.

If your solution does not meet specific task/requirement features, but does have a potential solution in beta development or non-production release status, provide your answer as “No.” You may offer written discussion pertaining to when the specific beta or non-production release feature is expected to be production released.

If you answer “Yes” to specific tasks/requirements indicating that your solution provides a specific feature, you certify that the feature is a current production released feature.

Should you answer “Yes,” denoting that your solution does meet specific tasks/requirements and the feature is a current production released feature, and it is determined that the feature is in fact not a production released feature, your offer will be determined nonresponsive.

The absence of a response will be considered as an indication that the offeror cannot meet the requirement of the specification.

Requirements

Have you installed your solution at other Higher Ed Institutions? How many higher education sites are using your system?

Do you have other Higher Education customers with the State of SC? How many higher education customers do you have in our SC?

Do the computers accessing the system require any software to be installed beyond a standard web browser?

Is there a limit on support contacts? If so, how many support contacts can one customer have? Can additional contacts be purchased?

Is there an escalation process for support? How are technical support issues escalated and resolved?

What other modules or functional components does your product come with out of the box - (included in base fee)?

Does your product able to import data feeds from other providers?

Describe which options you provide to migrate loading existing content .

Can your product authenticate user identity via Azure SAML single sign on?

Describe the typical process of setup/installation/configuration, including the amount of time required, and the skill sets and training required for SCC staff to perform maintenance.

Does your product include a process for database back-ups and restores? Describe the process Is this process fully managed by the vendor?

Are accounts and access rights created and managed for use within the system? Describe how.

Does the system allow administrators to create custom roles? Levels of access?

Describe the technical specifications of your hosted/SaaS environment.

What are the technical support services included in hosting?

Describe the process of upgrading to newer versions of the product in a hosted environment.

Describe the training options available to technical users of the system.

Describe the training options available to content contributors/end users.

Describe any other training resources that you provide.

Do you provide advice or assistance for best practices in setting up the initial installation, configuration, and user provisioning?

Describe the professional services offered by your company as they relate to integrations, special projects, data migration, and consulting.

What are the criteria that determine the licensed price (users, pages, sites, FTE)?

Is your solution capable of processing payments for both online and in-person transactions?

Does your solution support multiple payment methods, including credit/debit cards, ACH transfers, and mobile payments from all major credit card, not limited to, but including Visa, MasterCard, Discover, American Express, Apple Pay and Google Pay?

Is your solution include POS terminals and PCI compliant hardware?

Does your solution proive and e-check solution allowing students to pay via the e-check with real-time udpates to Ellucian Colleague?

Does your solution elctroncially process studen aid refunds via direct deposit and credit/debit card?

Does your solution provide the ability for students to maintain/edit back account informaiton for student refunds disbursed via e-check?

Does your solution provide the ability to process split fee transactions and shcard a convenience fee on credit and debit card transactions?

Does your solution calculate the amoubt of the fee and present the total due, including the fee to the customer prior to their completion of the transaction?

Does your solution charge the student for the convenicne fee and remit to the tution and charges to the College?

Will your solution, in the case of federal agency credit card payments, provide an absorbed fee model (paid by the College) for some POS transactions?

Will your solution invoice separately to the College any processing charges for electronic checks and absorbed credit card fees instead of netting it against student/agency payments?

Will your solution provide a confirmation number and/or receipt for all transactions with the capability to be emailed upon request?

Will your solution provide an email confirmation to students who are receiving direct deposit refunds to inform them of the check amount and date?

Does your solution fully integrate with the College's current Colleague software, to include connectivity to allow processing and posting of payents and deposits from the College's Customer Relationship Management System (Salesforce Education Cloud, Salesforce Sales)?

Does your solution provide real-time updates to student's accounts through Colleague?