A. University of CaliforniaII. Statement of IntentIII. Project Scope and ObjectivesIV. Instructions to BiddersVI. Functional RequirementsScheduling (SC)Justification for RatingSC1Allow learning coordinators ability to create, modify, reconcile, close and/or cancel a courseSC2Create multiple class sessions with no retyping of common informationSC3Allow learning coordinators to view assigned sessions for a given courseSC4Allow setting of minimum and maximum registration limitsSC5Allow customers to view course details (e.g., pre-requisites, length, course objectives, credits, location, language, pre-course work, fees, course status, instructor(s) etc.SC6Schedule multiple sessions of the same course on the same daySC7Track set-up requirements for instructor-led coursesSC8Automatically perform conflict checking for resources (e.g., instructors, rooms, equipment, etc.)SC9Provide a calendar view for browsing everyday events and mandatory training, and a detailed checklist for each course (e.g., equipment required, room set-up, instructor preferences, list of material required for each course, participant lists, etc.)SC10Assign scheduling responsibility for a group of courses to a learning coordinatorSC11Allow learning coordinators to view course interest information to aid in demand forecastingSC12Allow learning coordinators to create and modify course descriptionsSC13Allow the creation of courses for specific groups and only allow that target audience the ability to view and enroll in that classSC14Generate automatic calendaring scheduling (in Outlook) via an email link or automatic calendaring event upon enrollmentSC15Allow learning coordinators to create and modify course descriptions including formatting with HTML markupSC16Assign multiple instructors to both classroom-based and online coursesSC17Assign resources (e.g., rooms, equipment, media, etc.) to both classroom-based and online coursesSC18Schedule multi-part courses on non-contiguous days and display only those dates (i.e. display all dates, not just begin and end date)Enrollment, Tracking and Notification (ET)Justification for RatingET1Allow customers to request enrollment in a courseET2Allow customers to self-enroll in a course or cancel their enrollment in a courseET3Allow customers to view and print their learning historiesET4Allow customers to add and modify their learning history with external classes that are flagged as “learner created”ET5Allow learning coordinators to view and print customer learning historiesET6Allow learning coordinators to modify customer learning historiesET7Allow learning coordinators to set and enforce course prerequisites and other eligibility requirementsET8Allow learning coordinators to track attendance status (e.g., no show, cancelled, attended) of all types of training (e.g., instructor led, online, virtual)ET9Load customer learning history dataET10Store and access version-controlled historical course data and customer files for up to 20 yearsET11Allow managers to view and print their staff’s learning historiesET12Allow learning coordinators to enroll all types of customers (e.g., employees, guests and other external people) and cancel customers and hold them over for the next available scheduled class sessionET13Allow learning coordinators to communicate joining instructions, wait-list guidance, alternative learning, etc.ET14Automatically detect duplicate registrations or schedule conflicts with notification to learning coordinators and instructorsProvide a built-in utility for creating course evaluations including Likert scales and comment fieldsET16Generate and manage course evaluations (at Kirkpatrick levels I-IV) upon completion of all types of learning (e.g., instructor led, online, virtual), including automatically sending a course evaluation form to participants a set number of days after courseET17Create, edit, locate, view, and delete certifications and display certifications on training historyET18Allow learning coordinators to define a re-certification period, along with a reason for recertification and send email remindersET19Provide online helpET20Provide robust search engine capability including ability to search on keyword, instructor name, course ID or name, department, course date, location, etc.ET36Track customer information, including department, employment history, positions, skills, education, contact information, employee ID number, email address, supervisor name and supervisor email address, etc.ET37Allow a customer to browse and search courses by topical areas such as subject, delivery method, delivery location, and program categories (e.g., supervisory development, financial management, research administration, academic personnel, etc.)ET38Allow learning coordinators to create and print confirmation letters, emails, participant lists, sign-in sheets, certificates, evaluation formsET39Allow learning coordinators to create and print other miscellaneous training setup documents (e.g., name badges, name tents, etc.)ET40Allow learning coordinators to set multiple levels of approval (e.g., no approval needed, supervisor approval required, instructor approval required, etc.)ET41Allow learning coordinators to set registration cut-off periods and minimum cancellation days prior to scheduled coursesET42Customer ability to enroll in course “packages” by either selecting a package of all sessions in a “bundle” or selected individual sessions (e.g., Management Seminar Series)System Administration (AD)Justification for RatingInstructional Delivery (DE)Justification for RatingReporting (RP)Justification for RatingCompetency Management (CM)Justification for RatingFinancial Management (FM)Justification for RatingIndividual Development Plans (IDP)Justification for RatingVII. Technical RequirementsA. Architecture and System SubmissionsC. SecurityD. Functional TestingVIII. Implementation RequirementsIX. Cost Summary1 Cost Detail4.4.2 Implementation Cost Detail4.4.3 Annual Ongoing Cost Detail4.4.4 Assumptions4.4.5 Pricing and Payment TermsNo travel costs may be charged on credit cards or purchase orders to University.No advance payments to the traveler shall be made.X. Qualification of BiddersCompany InformationXI. Terms and Conditions"Performance Testing Period" shall mean a period of time during which the university, by appropriate tests and production runs, evaluates the performance of newly installed equipment and software prior to its acceptance by the