PCC Quote 1705 Bid Response Questionnaire.doc

Bid Response Questionnaire Form

For

PCC Quote 1705

Please answer all questions. Feel free to modify this form as needed. Please do not modify the questions.

General Registration Software Requirements

Does the software provide customer facing pages that are “mobile friendly” and support users who connect via smart phone or tablet, as well as desktops?

Does the software must allow for an unlimited number of concurrent users?

Is the system cloud based?

Is the software license a perpetual license and that for the initial purchase price, our organization has the option to use the software in perpetuity with no additional required fees or subscriptions?

Course Management Requirements:

Does the system have integrated support for managing contract classes?

Can prerequisite for courses be specified and checked against a student to see if they met the prerequisite?

Does the course management system offer the ability to define related courses and allow the customer facing pages to highlight these related courses when the customer lands on that course page in an Amazon type “You might also be interested in…“ display?

Can class multiple tuition or registration fees be applied to one course?

Does the system have an integrated course level budgeting tool that at a minimum supplies go/no go enrollment figures?

Payment Management:

Does the system allow for multiple payment types (cash, check, billing, Visa, MasterCard and Discover credit cards, etc.)?

Does the system should allow a mechanism to accomplish multiple payments for a single registration (pay part by check, part by credit card, part by alternate credit card and/or bill the balance to a company)?

Does the system have a simple way to process refunds?

Course Publishing/Student Self-Registration:

Does the system allow a user to register others?

Does the system support the ability for course packaging (the ability to define two or more courses a part of a package or bundle)?

Does the system allow multiple student accounts to share the same email?

Does the system support multiple coupon discount features?

Does the system offer the option to present to a returning student a list of upcoming suggested classes that match their interest profile?

General Customer Service Features:

Does the system have an integrated method for automatically sending student confirmations, reminders, and follow up messages via SMS text messaging and email?

Is there a system included for managing information requests such as tracking students who wished to have a catalog or brochure sent to them?

Financial Reporting and Management Requirements:

Does the system have an integrated PCI Compliant credit card payment option?

Is the Credit Card Processor able to integrate into Cashnet?

Reporting System Does the software have “Dashboard” functionality (instant view of critical information such as classes near full, classes with less than minimum, total registrations to date, and annual comparisons)?

Does the reporting system have integrated support for generating multiple report outputs?

Does the software have the ability to generate reports for Mailing Labels, Class Rosters, Receipts, Name Tags, Certificates, Daily Income Reports / Deposit Listings, Profit and Loss statements, Course Income Reports, Promotion ROI reports, Course Enrollment Reports, and Transcripts (including tracking CEUS and hours earned)?

Marketing and CRM Requirements:

Does the system offer tools to help program staff market courses and track enrollments?

Does the system have a tickler call back system, where a staff member can mark a student record with a call back date and call back notes?

Does the system track outgoing email messages and mail correspondence to record history of contacts with the student?

Does the system have an integrated email function that supports sending promotional emails?

Does the system have a way for a student to opt out of promotional emails?