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REQUEST FOR PROPOSAL



                                            SECTION 5

                       SPECIFICATIONS AND ADDITIONAL QUESTIONS


5.1           Requirements
              Note: Suppliers must respond to all sections of this RFP, including sections 1 and 2.
              When a section does not request specific information and you agree to what it
              contains, you may use language such as “Sections1.1 through 1.05, Understood and
              Agreed” in your response. Refer to section 2.1 for instructions onhow to compile your
              response.


              Following are the preferred requirements. These requirements will be judged on a
              pass/fail basis during the preliminary evaluation. Preference may be given to those
              Suppliers considered capable of meeting all the requirements as specified.
              Incomplete proposals will be deemed unacceptable and will be eliminated from
              further consideration.

              It is encouraged to submit multiple proposals for different infrastructures. For
              example, a hosted solution and an institutionally hosted solution requires separate
              proposals. Make sure the information security form is filled out for both solutions.
              You will also want to include any additional enhancements or options that would
              make your LMS stand out. In addition, show any modules that could be integrated
              into your system to expand the functionality that is either free or for an additional
              cost.

5.1.1 Browser and Mobile Access
           Functionality for learners and instructors must be compatible with a wide variety of
           common web browsers on Windows and Macintosh computers, as well as accessible
           from mobile devices via major carriers. Identify which browsers and browser versions
           are supported. What is the process for validating new browsers? The LMS must
           support mobile devices, either within mobile browsers or with mobile applications
           (iPhone/iPod Touch/iPad, Android, Blackberry). Does the LMS or any components of
           it rely on any additional plug-ins such as Java or Flash? If any third-party plugins fail
           to function properly for a user, are there any fall-back alternatives to achieve the
           necessary functionality? The Information Security application must be completed
           online at
           http://www.utdallas.edu/infosecurity/documents/UTDVendorSurvey.docx
           .

5.1.2 Infrastructure
             The LMS shall be able to be installed and maintain core functionality in UT Dallas or
             UT System own data center on the University of Texas at Dallas campus or the
             data center in Arlington (ARDC), or else be provided by the supplier as a hosted
             service. You must provide demonstrated proof of the ability to reliably support the
             user load that the university currently experiences and anticipates in the future.


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             Describe the server hosting requirements for the LMS, including hardware, software,
             and any other services that are required for the core installation. The system should
             support SSL encryption, either within the application or via the load balancer. Also
             indicate any third-party licensing, such as databases, to be considered for the core
             installation. Briefly discuss the system architecture and how the architecture provides
             for reliability, scalability and redundancy. If you are proposing a hosted solution, what
             is the uptime of the hosted solution and how is that measured? How are software
             updates managed? Can routine hardware maintenance be done without disrupting
             availability to end users? Provide information on different environments (Test,
             Development, QA, and Production) for UT Dallas to use best practices when
             upgrading or implementing services. Must send service level agreement for all
             company hosted proposals.

             Please address the ability for an individual campus to host their own LMS instance
             on their campus and how this might affect pricing.

5.1.3 Multi-institution Support
             The LMS system must support multiple institutions with a customizable, branded
             interface for each institution/school using the system. Explain how the LMS can serve
             multiple institutions and allow for sharing of course content and centralized reporting
             and administration capabilities. What setup is required to have multiple campuses
             utilize one system? Describe how your system supports separate populations and
             user and administrative reporting specific to each system. This also needs to include
             multi-institution on the same campus (example: Academic and Training) and how this
             will be handled by your LMS.

5. 1.4 Student Information System Interoperability
             The LMS system must allow for automatically enrolling students via integration with
             campus student information systems (PeopleSoft Campus Solutions (v9.0 and
             greater). Explain how student enrollment information can pass from the registrar’s
             system to the course management system (example – live connection, batch XML
             uploads, etc…) and how grades can be passed back to the SIS. The system must
             have existing integration capabilities with PeopleSoft Campus Solutions (v9.0 and
             greater). Describe support services and tools for enrollment and grade pass-back
             batch and live integration options with SIS systems (PeopleSoft Campus Solutions
             (v9.0 and greater). What support is provided with a middleware integration application
             that has been developed on campus.

5. 1.5 Crosslisting Support
             The system must support crosslisted courses. Describe how the LMS provides a
             way for courses to be combined as one, through the SIS integration and by
             manually combining courses together. This can be accomplished through our
             eLearning Tools application if not provided by the LMS, but integration would need
             to be explained.

5. 1.6 Course Migration Path
             One of the important considerations in choosing a new LMS is how course content
             will be migrated from Blackboard Vista and Blackboard 9.1 to the new system. Please
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             describe the migration path for moving course content into the new LMS. Can you
             provide examples of migrating Blackboard Vista 8 and Blackboard 9.1 courses to your
             LMS? What migration tools and utilities are available to move from your LMS to a
             standard format (i.e, IMS formats)? How reliable and practical are the tools or utilities
             to export ANY and/or ALL data within your system at any time? What services and
             support resources are included or optional to assist with implementation and
             training?



5.1.7 Integration with Third Party Tools
             Describe the process of integrating the LMS with other third-party tools. What third
             party integrations are currently available? By summer 2012, the system must support
             integrations that we have today: including Respondus (for quiz authoring), Respondus
             Lockdown Browser, Study Mate, Turnitin, and eInstruction (audience response
             clicker). List other third party integrations that you currently support.



5. 1.8 Open APIs
             The LMS must be able to extend the features of the system via APIs (Ap plication
             Program Interfaces) or some other customizations that follow a set of industry
             standards. What methods and/or tools are available to extend the system? What are
             the functions that can be performed via a web API? Can user accounts be created
             and deleted via an API? Can enrollment adds and drops be performed via the API?
             Can grades be imported, exported or updated? Can single sign-on from other campus
             systems (portals, legacy systems)
             be implemented? What other functions can be performed via a web API? What
             professional services areavailable to sup port and train developers to use the APIs?

5.1.9        Multimedia Workflow
             Describe the workflow for course designers to get multimedia into the system. Where
             is media stored (database or file system) and how can it be discovered or shared
             with other courses? Can it be accessed outside of the LMS? Address how the
             system supports sharing media files between courses from a single file store.

5. 1.10      Support and Services
             You must provide 24/7 support for administrators. Describe your product support
             and other services. Which services are included in this RFP and which are optional?
             What service levels are available and what level is proposed for the University of Texas
             at Dallas? How do support requests get tracked and escalated? What is the
             turnaround time for issues to be resolved? Is there a central knowledgebase and/or
             issue tracker available for customer use? How do support/enhancement requests
             influence product development?

             Provide onsite implementation services package to transition from Blackboard Vista 8
             or Blackboard 9.1 to your LMS. How will this be accomplished?



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5. 1.11   Sandbox
          A hosted sandbox for your product is required for evaluation purposes. Proposers
          must provide the URL and login information (typical administrator, faculty and student
          roles) for the university at the time of RFP response.

5.1.12    Ease of Use
          How was the interface designed to be intuitive and user-friendly? How do you
          determine ease of use? How are these tools designed for higher education’s teaching
          and learning environment? Do you support drag & drop authoring and Cascading Style
          Sheets to control presentation? Does the system include context- sensitive help?
          What has been done to reduce the number of mouse clicks and server calls? What
          usability testing have you conducted?


5.1.13    Accessibility
          The LMS must be accessible for all users, regardless of age, ability, or situation. The
          system should comply with section 508 accessibility standards and the Web
          Accessibility Initiative (WAI) issued by the World Wide Web Consortium (W3C).
          Preference will be given to accessibility certifications, such as the National Federation
          of the Blind. The system should also comply with the Texas Administrative Code,
          Chapters 206 and 213, for electronic and information resource accessibility:
           http://info.sos.state.tx.us/pls/pub/readtac$ext.ViewTAC?tac_view=4&ti=1&pt=10&ch=
          206
          http://info.sos.state.tx.us/pls/pub/readtac$ext.ViewTAC?tac_view=4&ti=1&pt=10&ch=2
          13

5.1.14    Push or Subscriber Messaging
          The LMS should be capable of sending e-mail (SMTP) and SMS messages
          (configurable by the user) either within the LMS itself, or by an integration with a
          companion product. An example might be that a student could configure the LMS to
          notify him via text message when his instructor posts an announcement or grades an
          assignment, and e-mail him when someone posts a new discussion message.
          Describe the options available for messages sent via e-mail and SMS. Costs for SMS
          messaging must be included in section 3.03.1. In addition, the LMS should provide the
          ability to both subscribe to RSS feeds within a course and also provide subscription
          feeds that can be used outside of the LMS (such as for new discussion postings or
          calendar events).



 5.2 RFP Response Tables
          How to use these tables: Each section contains a list of abilities, features, or
          integrations that your system may have. You will be asked to rate the level of
          functionality, provide version numbers for software integrations, and show
          whether the features have passed accessibility testing.
          Rating:
          For each item, enter a value for the level of support that the item has. The
          possible values are described below

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      Value                                     Definition

     5        System has full support for the item and it has been implemented on
              production
     3        systems.
              Development or testing of this item is in progress, or development is
              complete
              but it has never been implemented in a production system.
     0        (indicate if customization is required)
              The item does not exist or is not supported.

           (Note: If the vendor solution provides the functionality through means other than an
           implementation in their own software and the solution has been implemented and
           integrated on a “live” system that does not require extra login procedures, then the
           item can be given a score of “5”. You will also need to list any third-party software
           requirements in section 2.5.3 “Describe any additional hardware and software
           needed or recommended to complete implementing and managing the product.)

           Version:
           Enter the version or range of versions that your system supports/integrates with.

           Accessibility:
           Some sections also require that you list the accessibility of each feature.
           For the "Accessible" column, simply enter a Y or an N regarding whether the
           product (feature) passes Section 508Software Applications and Operating
           System Criteria 1194.21 (a) - (l) and / or Web Criteria 1194.22
           (a) - (p) and provides equally effective access for individuals using a robust
           range of assistive technologies.


           Example 1: Rate your software’s browser support. In this example,
           Internet Explorer and Firefox are fully supported, Netscape is in
           development, Opera is not supported, and Safari and Google Chrome
           are in testing.

           Note: If a browser is only supported for certain operating systems, list the
           operating systems next to the browser name.



Browsers Supported                                                 Versions                 Rating
Internet Explorer (Mac and PC)                                     7.x+                     5
Mozilla Firefox                                                    3.x                      5
Netscape Navigator                                                 7.2 and earlier          3
Opera                                                              N/A                      0
Safari (Mac)                                                       5.x                      3
Google Chrome                                                      6.0.x                    3

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             EXAMPLE 2:
             In this example, all features exist except there is no way to manage courses by term
             and the WYSIWYG content editor is still in development.
  Features                                                           Accessible         Rating
     1. Teaching and Learning
           a. Course Management                                      Y                  5
                      i. by Term                                     N/A                0
                    ii. by Department                                Y                  5
                   iii. by College                                   Y                  5
            b. File Management System                                Y                  5
                   i. WYSIWYG Content/HTML Editor                    Y                  3
                   ii. File Manager                                  Y                  5


              RFP Response tables are located in Appendix A

5.3 Cost Proposal

5.3.1 Cost for Recommended Additional Features/Interfaces
             Identify costs for any components that are not part of the core license that would be
             needed to meet the conditions of this RFP. List any proposed third-party software
             with the vendor name, product and version number.

5.3.2 Innovative Pricing Alternatives
              Propose any pricing alternatives that might fit this RFP but may not follow
              standard licensing models. Explain the alternative in detail including any special
              conditions.
5.4 Supplier Information

5.4.1 History of the Company/Supplier


Suppliers shall describe the history of the company/Supplier and the history of its specific
involvement with Learning Management Systems (LMS). Introduce the supplier’s organization
(e.g., parent company, age, size, number of customers, offices, number of employees, etc.).

Suppliers must demonstrate product long-term viability and future development with a description of
the Supplier's long-term development strategy and plans to ensure that both the proposed learning
management system and the Supplier as a business company remain viable in the market. In
addition, Suppliers must describe the process by which UT Dallas requests for learning management
systems enhancements would be considered and prioritized by the Supplier in formulating its future
research and development strategy.

Suppliers shall provide company information on their background, long-term viability, and
experience with similar projects with particular emphasis on local, state, and federal government
work. Suppliers shall include any affiliations to other corporate or organization entities, as well as
information on general organization and staffing, scale of operations, and the Supplier’s proven
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market for learning management systems. Identify staffing levels (as full time equivalencies, if
necessary) in the following areas: sales and marketing, financial, research and development,
technical support, training, conversion of current products, and interface with other systems.

5.4.2 Market Strategy
Suppliers should describe the software product(s) and services strategy, including markets
served. UT Dallas is particularly interested in knowing if products are designed for the higher
education, technical education, K - 12, or corporate training market. Identify if there is a specific
unit dedicated to support the higher education market and where it is located within the
organization.

Describe the Supplier’s commitment to the higher education market and provide a document such
as a statement of commitment, press releases, and white papers. Include an organization chart
that shows how the higher education sector fits within the organization and how it is supported.

5.4.3 Software Enhancements and Upcoming Releases
Describe the number, chronology, and nature of major software releases in each of the past five
years, along with the anticipated schedule (or roadmap) for the next three years. How does
customer feedback influence product development?

5.4.4 Vision for the Future
Describe the Supplier’s plan for further development of its software/services during the next five
years. Include information about the Supplier’s commitment to standards such as SCORM 1.2
and 2004, IMS QTI, I MS Enterprise, and IMS LIP.

5.4.5 Strategic Partnerships
Does the Supplier have strategic partnerships or alliances with other technology or educational
entities? If so, how might these benefit the university?

5.4.6 Third Party Software
Describe any relationships with other software providers that are relevant to this proposal.

5. 4.7 Supplier Capabilities
Describe the Supplier’s experience and capabilities in providing similar services to those required.
Suppliers must include in their RFP response a current list of all organizations with whom the
Supplier has done business, similar to that described in this solicitation, within the last three years.
Suppliers must identify specific projects, dates, and results.

5.4.8 Project Management
Supplier shall identify personnel to conduct the project, with details on training and work
experience. No change in personnel assigned to the project will be permitted without the approval
of the institutional project director/manager. Provide resumes describing the educational and work
experiences for each of the key staff that would be assigned to the project.

5.4.9 Technical Support
Does the Supplier provide help desk and technical support or work with a partner to provide this
support? If so, list the options for these services. Who is entitled to technical and administrative
support? Does this support extend to LMS administrators, faculty, and students? List any Web
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sites used for support purposes.

5.4.10 User Groups
Describe any official (Supplier sponsored) user groups that are in existence and the nature of the
relationship with the Supplier. What mechanisms exist for proposing and prioritizing
enhancements? Is there an electronic discussion group? List all relevant official user group
forums, including group name, contacts, addresses, and phone numbers or URLs. Include a
description of the process used to prioritize requests for added functionality and enhancements
specific to the higher education market.

5.4.11 Potential Conflict of Interest
Suppliers must provide a list of all entities with which it has relationships that might create, or
appear to create, a conflict of interest with the work that is contemplated in this RFP. The list
should indicate the name of the entity, the relationship, and a discussion of the conflict.

5.5 References
At least three (3) references for customers that have used services similar to those required by the
University are to be provided. Include business name, address, phone number and contact person
for each reference. The University reserves the right to contact or visit any of the supplier’s
current and/or past customers to evaluate the level of performance and customer satisfaction.


5.6     PROPOSAL EVALUATION

5.6.1   Proposal Evaluation Criteria. The criteria to be used to evaluate proposals, listed
        in their relative order of importance, are as follows:

        •       Total cost for software licensing, support, and services, including potential cost
        savings with bundling other services or products
        •       Demonstrated stability, reliability, and scalability of the system to support multiple
        institutions
        •       Intuitive user interface that follows standard conventions
        •       Comprehensiveness of feature set
        •       Accessibility for all users
        •       Proven course content migration path from Blackboard Vista
        •       Integrations with SIS and portal systems and crosslisting support
        •       Open APIs for integrating other web applications and support for open standards for
        import/export of content (LTI, SCORM, Common Cartridge, QTI, etc.), and existing
        integrations with third party tools
        •       Mobile access from a wide variety of mobile devices (phones, mobile apps,
        iPad, etc.) and providers
        •       Push or subscriber messaging services and services for implementation,
        integrations, training, and support
        •       Integrating multimedia into LMS (workflow & process)
        •       Potential cost savings with bundling of other services or products
        •       References
        •       Company history/stability/innovation and strategic partnerships
        •       Ability to meet all other terms, conditions, and specifications in this RFP.

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        NOTE: In addition to addressing the specific criteria listed, each supplier should
        provide a detailed response to each requirement in this RFP.

5.6.2   Evaluation Process. All proposals in response to this RFP will be evaluated in a manner
        consistent with the UT System Procurement Code and all applicable rules and policies.

        In the initial phase of the proposal evaluation process, the evaluation committee will review
        all proposals timely received. First, nonresponsive proposals (those not conforming to RFP
        requirements) will be eliminated. Second, the remaining proposals will be evaluated in a
        cursory manner to eliminate from further consideration those proposals which in the
        judgement of the evaluation committee fail to offer sufficient and substantive provisions to
        warrant further consideration. Each supplier bears sole responsibility for the items included
        or not included in the response submitted by that supplier. The University reserves the
        right to disqualify any proposal that includes significant deviations or exceptions to the
        terms, conditions and/or specifications in this RFP.

        At the conclusion of this initial evaluation phase, finalist supplier proposals will be selected
        for detailed review and evaluation, including oral presentations. The University reserves the
        right to be the sole judge as to the overall acceptability of any proposal or to judge the
        individual merits of specific provisions within competing offers.



        Appendix A: RFP Response Tables

        NOTE: Do not change the order of items or add additional items to a list unless
        you are specifically instructed to do so. Unexpected changes may cause a
        miscalculation of the overall score.


Features                                                               Accessible Rating
   1. Teaching and Learning
         a. Course Management
                   i. by Term
                 ii. by Department
                iii. by College
                iv. Role-based course visibility by start/end date
                v. Create custom roles and assign permissions
                vi. Provide guest access
                vii. Option to enable self-enrolled or unauthenticated
                guest access to courses
         b. File Management System
                   i. WebDAV
                 ii. WYSIWYG Content/HTML Editor
                iii. File Manager
         c. Gradebook
                   i. Customizable weighted categories
                 ii. Output of grades to PeopleSoft Campus Solutions
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              iii. Customizable Rubrics
              iv. Running grade total
              v. Student progress/ early warning indicators
       d. Import publisher content
       e. Assignment drop box
                 i. Drop box per course
               ii. Drop box per assignment
              iii. File Upload
              iv. Instructor Feedback
       f. Search within course or courses for learning content
       g. Selective release of assignments, grades, learning modules
       h. Sequenced lesson builder
       i. Exam/Quiz creation
                 i. Multiple Question Types (T/F, Essay, Short
                    Answer, Multiple Choice, etc)
               ii. Import quizzes
              iii. Able to randomize question and/or answer order
       j. Peer Review for assignment submissions
       k. Tool for adding inline comments for grading and peer
           review of assignments
       l. Student view of the course accessible to the instructor

       m. Customizable user interface

2. Communication
      a. Calendar
      b. Announcements
      c. Email
      d. Text messaging
      e. Discussion/forums
                i. Anonymous posting option
              ii. Grading
             iii. Sorting
             iv. Journaling (private between student/instructor)
      f. Chat
      g. Voice recording tools (live and recorded)
      h. Virtual Classroom
                i. Chat
              ii. Whiteboard
             iii. Multimedia (video, graphics, images, audio)
             iv. Archiving capability
3. Users
      a. Student/Faculty profiles
               i. Bio
              ii. Pictures


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                 iii. Non-LMS contact info ( e.g., email addresses,
                       Instant Messenger nick names, and other
                       contact information for tools that exist outside of
                       the
                       LMS)
          b. Course-level groups w/ private content areas, forums, etc
          c. Customizable account-specific portal/dashboard with role
             pertinent data (student versus faculty/staff)
   4. Content
          a. Blogs
          b. Course-level Glossary
          c. Foreign Language Support
          d. Linking to internal LMS tools/content and external web
          e. Multi-level wikis (course, user group, university)
          f. Podcasts - streaming and file download
          g. RSS Feeds
          h. File sharing for students
          i. Multimedia resources
   5. Assessment
          a. Student Activity Tracking
          b. LMS system-wide survey
          c. Documenting and assessing learning outcomes
   6. Help
          a. Documentation
                    i. Contextual
                  ii. Customizable by the university
                 iii. Online
                 iv. Printed
   7. Other Features—List any features not included above.
          a.
          b.



Administration Tools                                                         Accessible Rating
  1. Ability to create ad-hoc communities by email invitation (ex. –
      student clubs, alumni organization)?
  2. Reporting including:
          a. Course Statistics
          b. Course Statistics (across all courses)




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        c. Standard Reporting
           (To include:
           1) General reports showing the number of faculty,
           students, courses using the system with subtotals
           by departments and colleges based on hierarchy;
           2) Reports on how many courses are using what tools—
           gradebook, discussions, assignment tool, etc.;
           3) Statistics about usage of the system—peak
           times, number of logins, avg. course size, etc.)
        d. Active courses (available and with user activity)
        e. Number of students (by unique login)
                 i. In one or more active courses
                ii. In a given term
        f. Number of instructors (by unique login)
                 i. In one or more active courses
                ii. In a given term
        g. Tool usage per course
        h. Tool usage across all courses
        i. Tool usage per instructor
        j. Tool usage across the institution
        k. Batch Activities
                 i. Import/Export Courses
                ii. Import/Export Users
                iii. Import/Export Enrollments
               iv. Delete Courses and Users
3. University logo and text branding
4. Crosslisting Courses
   [“Crosslisting” is a process for manually sharing course content
   withoutrecreating multiple instances of the same course that has
   different enrollments. Example 1) One course has two names
   because a student can get credit for either social studies or
   multicultural studies. Hence the same content, with enrollments
   from BOTH classes are merged and the students all end up in
   the same course. Example 2) One faculty member teaches 2
   sections of Health 101. He wants all students in one course with
   the same content, but students from the different sections do not
   see each other in forums, etc.]

5. Secure exam administration (browser lockdown)
6. Ability to identify students who have been inactive for X number
    of months and disable their access/remove them from the system.
7. Ability to identify sections that have been inactive for X number
    of months, archive those sections, and remove them from the
    system.
8. Enhanced exam/section auditing so instructors can see concurrent
    sign on access from different IP addresses.
9. Ability to make courses available for guest access.


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    10. Ability for administrators to quickly access a course as an
        instructor or a student without having to enroll in the course.


Server Support

Operating Systems                                   Versions                Rating
  Red Hat Linux
  Solaris
  Windows (specify each software platform)
  List additional supported operating systems




   Database Management Systems                      Versions                Rating
   Microsoft SQL Server
   MySQL
   Oracle
   Other?



   Database Reporting Tools                         Versions                Rating
   Brio
   Crystal Reports
   Other?



   Web/Application Server                           Versions                Rating
   Apache
   IIS
   Tomcat
   WebLogic
   Other?




Client Support

   Browsers Supported                               Versions                Rating
   Internet Explorer

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  Mozilla Firefox
  Netscape Navigator
  Opera
  Safari
  Google Chrome
  Other?

  Operating Systems Supported                 Versions                     Rating
  Linux
  Mac
  OS X - Leopard
  Windows Vista
  Windows XP
  Windows 7
  Other?




  Web Plug-ins                                Versions                     Rating
  .Net
  Java
  Flash
  Other?




  Mobile Access                               Versions                     Rating
  iPhone/iPod Touch App
  iPad App
  Android App
  Blackberry App
  Generic mobile browser support
  AT&T
  T-Mobile
  Verizon
  Sprint
  Other?



Standards                                     Versions (if applicable)     Rating
   1. IMS
            a. IMS Enterprise
            b. Common Cartridge
            c. QTI (Question Test
                Interoperability)

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           d. LTI (Learning Tools
              Interoperability)
              (Example: LMS #1 builds a
              gradebook that uses the LTI
              standard. Our campus uses LMS
              #2 that allows other tools to be
              plugged in that are LTI standard.
              This would allow us to plug the
              gradebook of LMS #1 into LMS
              #2. Gradebook is just one
              example. In the future, there will
              be many tools that are LTI
              standard allowing universities to
              mix and match the best of the
              tools.)

   2. Metadata
           a. Dublin Core
   3. OSID (Open Service Interface
       Definition)
   4. LDAP Authentication
   5. CAS Authentication
   6. OSPI (Open Source Portfolio Initiative)
   7. SCORM
   8. XML
   9. Web Services (i.e. SOA – Service
       Oriented Architecture)
   10. LIS

   11. HTML 5


  Please add any additional integration items to this list. For example, if another
  exam creation software can be integrated, add an additional row for it below
  ExamView.


Certified Integrations                              Rating
   1. Student Information Systems
           a. PeopleSoft Campus Solutions (v9.0 and
           greater) Real-time Add/Drops
                   i.
                  ii. Grade Exchange
                  iii. Crosslisting
   2. Assessment
           a. Direct Database Access
   3. Exam Creation
           a. Respondus
           b. ExamView
   4. Plagiarism Detection/Prevention
                                     REQUEST FOR PROPOSAL
                                          Page 35 of 18
REQUEST FOR PROPOSAL



           a. TurnItIn.com
           b. Other
   5. Content Management Systems
           a. Equella
           b. Sharepoint
           c. Kaltura
           d. Other
   6. Audience Response Systems
           a. eInstruction
           b. Other
   7. Identity Management Systems
           a. Active Directory
           b. CAS
           c. LDAP
   8. Online Library/Journal Software
           a. E-Library
           b. E-Reserve
   9. ePortfolio
           a. TaskStream
           b. OSPI
   10. Live Classroom
           a. Adobe Connect
           b. Other
   11. Portal
           a. PeopleSoft Campus Solutions
           vv.(v9.0hihgreater)
           b. Other
   12. Digital Marketplace
       MERLOT
   13. Extensibility
           a. SDK Available
           b. API Available
   14. Reporting Tools
           a. Crystal Reports
Certified Integrations                                   Rating
           b. Custom reporting API
   15. Wiki
           a. PBWiki
           b. Wikispaces
           b. Confluence
   16. Blog
           a. Blogger
           b. Wordpress
           c. RSS
   17. Warning Systems (ex. In case of hardware failure)
   18. Other
           a. Google Tools/Apps
                                    REQUEST FOR PROPOSAL
                                         Page 36 of 18
REQUEST FOR PROPOSAL



           b. YouTube
           c. Flickr
           d. Facebook
           e. Twitter
           f. Other


For each service enter a 5 if the service is provided, a 3 if it is provided at an additional cost or a
0 if it is not provided at all.
Service                                                                Provided?
     1. Support
              a. 24x7x365 Support
              b. Dedicated contacts within the company for this
                  account
              c. Follow-up protocol in place
              d. Online bug and support call tracking viewable by
                  customer
              e. Tiered escalation path
     2. Implementation Assistance
              a. Migration Services
              b. Performance Tuning
              c. Professional Services
              d. Project Manager
              e. Project Timeline
              f. Regular (Weekly, Monthly, etc) Planning
                  Meetings
     3. ASP
              a. Hosting
              b. Disaster Recovery
                       i. Recovery from Catastrophic Failure
                      ii. Recovery of a single course section
              c. Offsite backup
              d. Security (including FERPA and HIPAA)
              e. Uptime Monitoring
              f. Virus scanning support for attachments/content
              g. Encrypted communication
     4. Community
              a.     Conferences (A conference would be a
                  gathering in a certain geographical location of
                  the vendor
                  and user community, providing services such
                  as workshops, training, Q & A sessions, and/or
                  demonstrations of upcoming products.)
              b. User Groups
              c. Webinars
              d. Website/Forums
     5. Training
              a. Administrators
                                        REQUEST FOR PROPOSAL
                                             Page 37 of 18
REQUEST FOR PROPOSAL



          b. Existing materials (video, tutorials) available
          c. Train-the-Trainer
   6. Documentation
          a.   User Documentation (Administrator, faculty, etc)
          b.   Hosting guidelines
          c.   Server configuration specifications provided
          d.   Standard service profile/process for license types
For the following accessibility requirements, enter a 5 if your company meets the requirement, a
3 if the item is in progress, or a 0 if your company does not plan to meet the requirement.
                                                                    Provide link for software
                                                                    accessibility information, if
Requirement                                               Rating one is available
     1. Accessibility Documentation
             a. A Voluntary Product Evaluation
                 Template (VPAT) exists for each
                 unique electronic and information
                 technology product (rather than a
                 single VPAT for an entire line of
                 products).
          b. A VPAT is completed by a person (or
             group) that had sufficient technical
             knowledge of the product to be able to
             accurately and credibly complete the
             document
          c. All VPATs are available in an
              accessible, electronic format such as
              XHTML, Tagged PDF, DOC (MS
              Word), or RTF.
          d. All VPATs are available on the
              vendor's website.
           e. All VPATs are completely filled out
              (indicating which subsections are
              applicable for the product as well as
              addressing every point of that
              subsection)
          f.   All VPATs are descriptive (indicating
               not just whether a particular subpoint
               is met/not met but also providing
               specific examples and describing
               how this was determined)
          g. All VPATs contain versioning
             information (including the document
             version number - if applicable - as well
             as     the    date   completed,     and
             identification of the department that
             authored the document.)

                                       REQUEST FOR PROPOSAL
                                            Page 38 of 18
REQUEST FOR PROPOSAL



     2. General Product Documentation
             a.     All production documentation is
                 available     in     an     accessible,
                 electronic
                 format
For the following accessibility requirements, enter a 5 if your company meets the requirement, a
3 if the item is in progress, or a 0 if your company does not plan to meet the requirement.
                                                                    Provide link for software
                                                                    accessibility information, if
Requirement                                               Rating one
             b. All product documentation includes                  is available
                 information       regarding      known
                 accessibility features, limitations and
                 workarounds of the product (e.g.
                 keyboard        equivalent,      display
                 modification options, etc.)
          c. Priority should be given to ensuring
             that product documentation is
             accessible in its native (default)
             format. If the native format does not
             provide adequate support for
             accessibility, then the vendor may
             elect      to    provide     separate,
             alternative- format version of the
             product documentation.

         d. Any alternative-format version should
            provide     access     to   the    same
            information
            contained within the native format in
            its entirety as well as retain the
            same
   3. Company Accessibility Commitment (to
            functionality as the native format
         a. Website contains possible).
            the fullest extent an aggregated list of
            all accessibility documentation
            including product VPATs
         b. A company accessibility policy
         c. Any additional accessibility-oriented
            documentation (e.g. White Papers,
            Case Studies, Tutorials, FAQs,
            Best Practices, links to external
            info)
         d. An indication that the company has
              dedicated specific    employees to
              handling                accessibility
              questions/concerns         (including
              contact info)
          e. Information regarding support for
             accessible communications channels
             (e.g. TTY, Relay services)
                                     REQUEST FOR PROPOSAL
                                          Page 39 of 18
REQUEST FOR PROPOSAL



          f.   Any forward-looking statements
               regarding anticipated improvements to
               the accessibility of company products
For the following accessibility requirements, enter a 5 if your company meets the requirement, a
3 if the item is in progress, or a 0 if your company does not plan to meet the requirement.
                                                                    Provide link for software
                                                                    accessibility information, if
Requirement                                               Rating one is available
             g. An intuitive URL for accessibility
                 information examples:
                 (http//www.company.com/accessibility
                 or http://access.company.com)




                                     REQUEST FOR PROPOSAL
                                          Page 40 of 18

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RFP Learning Management System - Evaluation Process and Criteria

  • 1. REQUEST FOR PROPOSAL SECTION 5 SPECIFICATIONS AND ADDITIONAL QUESTIONS 5.1 Requirements Note: Suppliers must respond to all sections of this RFP, including sections 1 and 2. When a section does not request specific information and you agree to what it contains, you may use language such as “Sections1.1 through 1.05, Understood and Agreed” in your response. Refer to section 2.1 for instructions onhow to compile your response. Following are the preferred requirements. These requirements will be judged on a pass/fail basis during the preliminary evaluation. Preference may be given to those Suppliers considered capable of meeting all the requirements as specified. Incomplete proposals will be deemed unacceptable and will be eliminated from further consideration. It is encouraged to submit multiple proposals for different infrastructures. For example, a hosted solution and an institutionally hosted solution requires separate proposals. Make sure the information security form is filled out for both solutions. You will also want to include any additional enhancements or options that would make your LMS stand out. In addition, show any modules that could be integrated into your system to expand the functionality that is either free or for an additional cost. 5.1.1 Browser and Mobile Access Functionality for learners and instructors must be compatible with a wide variety of common web browsers on Windows and Macintosh computers, as well as accessible from mobile devices via major carriers. Identify which browsers and browser versions are supported. What is the process for validating new browsers? The LMS must support mobile devices, either within mobile browsers or with mobile applications (iPhone/iPod Touch/iPad, Android, Blackberry). Does the LMS or any components of it rely on any additional plug-ins such as Java or Flash? If any third-party plugins fail to function properly for a user, are there any fall-back alternatives to achieve the necessary functionality? The Information Security application must be completed online at http://www.utdallas.edu/infosecurity/documents/UTDVendorSurvey.docx . 5.1.2 Infrastructure The LMS shall be able to be installed and maintain core functionality in UT Dallas or UT System own data center on the University of Texas at Dallas campus or the data center in Arlington (ARDC), or else be provided by the supplier as a hosted service. You must provide demonstrated proof of the ability to reliably support the user load that the university currently experiences and anticipates in the future. REQUEST FOR PROPOSAL Page 21 of 18
  • 2. REQUEST FOR PROPOSAL Describe the server hosting requirements for the LMS, including hardware, software, and any other services that are required for the core installation. The system should support SSL encryption, either within the application or via the load balancer. Also indicate any third-party licensing, such as databases, to be considered for the core installation. Briefly discuss the system architecture and how the architecture provides for reliability, scalability and redundancy. If you are proposing a hosted solution, what is the uptime of the hosted solution and how is that measured? How are software updates managed? Can routine hardware maintenance be done without disrupting availability to end users? Provide information on different environments (Test, Development, QA, and Production) for UT Dallas to use best practices when upgrading or implementing services. Must send service level agreement for all company hosted proposals. Please address the ability for an individual campus to host their own LMS instance on their campus and how this might affect pricing. 5.1.3 Multi-institution Support The LMS system must support multiple institutions with a customizable, branded interface for each institution/school using the system. Explain how the LMS can serve multiple institutions and allow for sharing of course content and centralized reporting and administration capabilities. What setup is required to have multiple campuses utilize one system? Describe how your system supports separate populations and user and administrative reporting specific to each system. This also needs to include multi-institution on the same campus (example: Academic and Training) and how this will be handled by your LMS. 5. 1.4 Student Information System Interoperability The LMS system must allow for automatically enrolling students via integration with campus student information systems (PeopleSoft Campus Solutions (v9.0 and greater). Explain how student enrollment information can pass from the registrar’s system to the course management system (example – live connection, batch XML uploads, etc…) and how grades can be passed back to the SIS. The system must have existing integration capabilities with PeopleSoft Campus Solutions (v9.0 and greater). Describe support services and tools for enrollment and grade pass-back batch and live integration options with SIS systems (PeopleSoft Campus Solutions (v9.0 and greater). What support is provided with a middleware integration application that has been developed on campus. 5. 1.5 Crosslisting Support The system must support crosslisted courses. Describe how the LMS provides a way for courses to be combined as one, through the SIS integration and by manually combining courses together. This can be accomplished through our eLearning Tools application if not provided by the LMS, but integration would need to be explained. 5. 1.6 Course Migration Path One of the important considerations in choosing a new LMS is how course content will be migrated from Blackboard Vista and Blackboard 9.1 to the new system. Please REQUEST FOR PROPOSAL Page 22 of 18
  • 3. REQUEST FOR PROPOSAL describe the migration path for moving course content into the new LMS. Can you provide examples of migrating Blackboard Vista 8 and Blackboard 9.1 courses to your LMS? What migration tools and utilities are available to move from your LMS to a standard format (i.e, IMS formats)? How reliable and practical are the tools or utilities to export ANY and/or ALL data within your system at any time? What services and support resources are included or optional to assist with implementation and training? 5.1.7 Integration with Third Party Tools Describe the process of integrating the LMS with other third-party tools. What third party integrations are currently available? By summer 2012, the system must support integrations that we have today: including Respondus (for quiz authoring), Respondus Lockdown Browser, Study Mate, Turnitin, and eInstruction (audience response clicker). List other third party integrations that you currently support. 5. 1.8 Open APIs The LMS must be able to extend the features of the system via APIs (Ap plication Program Interfaces) or some other customizations that follow a set of industry standards. What methods and/or tools are available to extend the system? What are the functions that can be performed via a web API? Can user accounts be created and deleted via an API? Can enrollment adds and drops be performed via the API? Can grades be imported, exported or updated? Can single sign-on from other campus systems (portals, legacy systems) be implemented? What other functions can be performed via a web API? What professional services areavailable to sup port and train developers to use the APIs? 5.1.9 Multimedia Workflow Describe the workflow for course designers to get multimedia into the system. Where is media stored (database or file system) and how can it be discovered or shared with other courses? Can it be accessed outside of the LMS? Address how the system supports sharing media files between courses from a single file store. 5. 1.10 Support and Services You must provide 24/7 support for administrators. Describe your product support and other services. Which services are included in this RFP and which are optional? What service levels are available and what level is proposed for the University of Texas at Dallas? How do support requests get tracked and escalated? What is the turnaround time for issues to be resolved? Is there a central knowledgebase and/or issue tracker available for customer use? How do support/enhancement requests influence product development? Provide onsite implementation services package to transition from Blackboard Vista 8 or Blackboard 9.1 to your LMS. How will this be accomplished? REQUEST FOR PROPOSAL Page 23 of 18
  • 4. REQUEST FOR PROPOSAL 5. 1.11 Sandbox A hosted sandbox for your product is required for evaluation purposes. Proposers must provide the URL and login information (typical administrator, faculty and student roles) for the university at the time of RFP response. 5.1.12 Ease of Use How was the interface designed to be intuitive and user-friendly? How do you determine ease of use? How are these tools designed for higher education’s teaching and learning environment? Do you support drag & drop authoring and Cascading Style Sheets to control presentation? Does the system include context- sensitive help? What has been done to reduce the number of mouse clicks and server calls? What usability testing have you conducted? 5.1.13 Accessibility The LMS must be accessible for all users, regardless of age, ability, or situation. The system should comply with section 508 accessibility standards and the Web Accessibility Initiative (WAI) issued by the World Wide Web Consortium (W3C). Preference will be given to accessibility certifications, such as the National Federation of the Blind. The system should also comply with the Texas Administrative Code, Chapters 206 and 213, for electronic and information resource accessibility: http://info.sos.state.tx.us/pls/pub/readtac$ext.ViewTAC?tac_view=4&ti=1&pt=10&ch= 206 http://info.sos.state.tx.us/pls/pub/readtac$ext.ViewTAC?tac_view=4&ti=1&pt=10&ch=2 13 5.1.14 Push or Subscriber Messaging The LMS should be capable of sending e-mail (SMTP) and SMS messages (configurable by the user) either within the LMS itself, or by an integration with a companion product. An example might be that a student could configure the LMS to notify him via text message when his instructor posts an announcement or grades an assignment, and e-mail him when someone posts a new discussion message. Describe the options available for messages sent via e-mail and SMS. Costs for SMS messaging must be included in section 3.03.1. In addition, the LMS should provide the ability to both subscribe to RSS feeds within a course and also provide subscription feeds that can be used outside of the LMS (such as for new discussion postings or calendar events). 5.2 RFP Response Tables How to use these tables: Each section contains a list of abilities, features, or integrations that your system may have. You will be asked to rate the level of functionality, provide version numbers for software integrations, and show whether the features have passed accessibility testing. Rating: For each item, enter a value for the level of support that the item has. The possible values are described below REQUEST FOR PROPOSAL Page 24 of 18
  • 5. REQUEST FOR PROPOSAL Value Definition 5 System has full support for the item and it has been implemented on production 3 systems. Development or testing of this item is in progress, or development is complete but it has never been implemented in a production system. 0 (indicate if customization is required) The item does not exist or is not supported. (Note: If the vendor solution provides the functionality through means other than an implementation in their own software and the solution has been implemented and integrated on a “live” system that does not require extra login procedures, then the item can be given a score of “5”. You will also need to list any third-party software requirements in section 2.5.3 “Describe any additional hardware and software needed or recommended to complete implementing and managing the product.) Version: Enter the version or range of versions that your system supports/integrates with. Accessibility: Some sections also require that you list the accessibility of each feature. For the "Accessible" column, simply enter a Y or an N regarding whether the product (feature) passes Section 508Software Applications and Operating System Criteria 1194.21 (a) - (l) and / or Web Criteria 1194.22 (a) - (p) and provides equally effective access for individuals using a robust range of assistive technologies. Example 1: Rate your software’s browser support. In this example, Internet Explorer and Firefox are fully supported, Netscape is in development, Opera is not supported, and Safari and Google Chrome are in testing. Note: If a browser is only supported for certain operating systems, list the operating systems next to the browser name. Browsers Supported Versions Rating Internet Explorer (Mac and PC) 7.x+ 5 Mozilla Firefox 3.x 5 Netscape Navigator 7.2 and earlier 3 Opera N/A 0 Safari (Mac) 5.x 3 Google Chrome 6.0.x 3 REQUEST FOR PROPOSAL Page 25 of 18
  • 6. REQUEST FOR PROPOSAL EXAMPLE 2: In this example, all features exist except there is no way to manage courses by term and the WYSIWYG content editor is still in development. Features Accessible Rating 1. Teaching and Learning a. Course Management Y 5 i. by Term N/A 0 ii. by Department Y 5 iii. by College Y 5 b. File Management System Y 5 i. WYSIWYG Content/HTML Editor Y 3 ii. File Manager Y 5 RFP Response tables are located in Appendix A 5.3 Cost Proposal 5.3.1 Cost for Recommended Additional Features/Interfaces Identify costs for any components that are not part of the core license that would be needed to meet the conditions of this RFP. List any proposed third-party software with the vendor name, product and version number. 5.3.2 Innovative Pricing Alternatives Propose any pricing alternatives that might fit this RFP but may not follow standard licensing models. Explain the alternative in detail including any special conditions. 5.4 Supplier Information 5.4.1 History of the Company/Supplier Suppliers shall describe the history of the company/Supplier and the history of its specific involvement with Learning Management Systems (LMS). Introduce the supplier’s organization (e.g., parent company, age, size, number of customers, offices, number of employees, etc.). Suppliers must demonstrate product long-term viability and future development with a description of the Supplier's long-term development strategy and plans to ensure that both the proposed learning management system and the Supplier as a business company remain viable in the market. In addition, Suppliers must describe the process by which UT Dallas requests for learning management systems enhancements would be considered and prioritized by the Supplier in formulating its future research and development strategy. Suppliers shall provide company information on their background, long-term viability, and experience with similar projects with particular emphasis on local, state, and federal government work. Suppliers shall include any affiliations to other corporate or organization entities, as well as information on general organization and staffing, scale of operations, and the Supplier’s proven REQUEST FOR PROPOSAL Page 26 of 18
  • 7. REQUEST FOR PROPOSAL market for learning management systems. Identify staffing levels (as full time equivalencies, if necessary) in the following areas: sales and marketing, financial, research and development, technical support, training, conversion of current products, and interface with other systems. 5.4.2 Market Strategy Suppliers should describe the software product(s) and services strategy, including markets served. UT Dallas is particularly interested in knowing if products are designed for the higher education, technical education, K - 12, or corporate training market. Identify if there is a specific unit dedicated to support the higher education market and where it is located within the organization. Describe the Supplier’s commitment to the higher education market and provide a document such as a statement of commitment, press releases, and white papers. Include an organization chart that shows how the higher education sector fits within the organization and how it is supported. 5.4.3 Software Enhancements and Upcoming Releases Describe the number, chronology, and nature of major software releases in each of the past five years, along with the anticipated schedule (or roadmap) for the next three years. How does customer feedback influence product development? 5.4.4 Vision for the Future Describe the Supplier’s plan for further development of its software/services during the next five years. Include information about the Supplier’s commitment to standards such as SCORM 1.2 and 2004, IMS QTI, I MS Enterprise, and IMS LIP. 5.4.5 Strategic Partnerships Does the Supplier have strategic partnerships or alliances with other technology or educational entities? If so, how might these benefit the university? 5.4.6 Third Party Software Describe any relationships with other software providers that are relevant to this proposal. 5. 4.7 Supplier Capabilities Describe the Supplier’s experience and capabilities in providing similar services to those required. Suppliers must include in their RFP response a current list of all organizations with whom the Supplier has done business, similar to that described in this solicitation, within the last three years. Suppliers must identify specific projects, dates, and results. 5.4.8 Project Management Supplier shall identify personnel to conduct the project, with details on training and work experience. No change in personnel assigned to the project will be permitted without the approval of the institutional project director/manager. Provide resumes describing the educational and work experiences for each of the key staff that would be assigned to the project. 5.4.9 Technical Support Does the Supplier provide help desk and technical support or work with a partner to provide this support? If so, list the options for these services. Who is entitled to technical and administrative support? Does this support extend to LMS administrators, faculty, and students? List any Web REQUEST FOR PROPOSAL Page 27 of 18
  • 8. REQUEST FOR PROPOSAL sites used for support purposes. 5.4.10 User Groups Describe any official (Supplier sponsored) user groups that are in existence and the nature of the relationship with the Supplier. What mechanisms exist for proposing and prioritizing enhancements? Is there an electronic discussion group? List all relevant official user group forums, including group name, contacts, addresses, and phone numbers or URLs. Include a description of the process used to prioritize requests for added functionality and enhancements specific to the higher education market. 5.4.11 Potential Conflict of Interest Suppliers must provide a list of all entities with which it has relationships that might create, or appear to create, a conflict of interest with the work that is contemplated in this RFP. The list should indicate the name of the entity, the relationship, and a discussion of the conflict. 5.5 References At least three (3) references for customers that have used services similar to those required by the University are to be provided. Include business name, address, phone number and contact person for each reference. The University reserves the right to contact or visit any of the supplier’s current and/or past customers to evaluate the level of performance and customer satisfaction. 5.6 PROPOSAL EVALUATION 5.6.1 Proposal Evaluation Criteria. The criteria to be used to evaluate proposals, listed in their relative order of importance, are as follows: • Total cost for software licensing, support, and services, including potential cost savings with bundling other services or products • Demonstrated stability, reliability, and scalability of the system to support multiple institutions • Intuitive user interface that follows standard conventions • Comprehensiveness of feature set • Accessibility for all users • Proven course content migration path from Blackboard Vista • Integrations with SIS and portal systems and crosslisting support • Open APIs for integrating other web applications and support for open standards for import/export of content (LTI, SCORM, Common Cartridge, QTI, etc.), and existing integrations with third party tools • Mobile access from a wide variety of mobile devices (phones, mobile apps, iPad, etc.) and providers • Push or subscriber messaging services and services for implementation, integrations, training, and support • Integrating multimedia into LMS (workflow & process) • Potential cost savings with bundling of other services or products • References • Company history/stability/innovation and strategic partnerships • Ability to meet all other terms, conditions, and specifications in this RFP. REQUEST FOR PROPOSAL Page 28 of 18
  • 9. REQUEST FOR PROPOSAL NOTE: In addition to addressing the specific criteria listed, each supplier should provide a detailed response to each requirement in this RFP. 5.6.2 Evaluation Process. All proposals in response to this RFP will be evaluated in a manner consistent with the UT System Procurement Code and all applicable rules and policies. In the initial phase of the proposal evaluation process, the evaluation committee will review all proposals timely received. First, nonresponsive proposals (those not conforming to RFP requirements) will be eliminated. Second, the remaining proposals will be evaluated in a cursory manner to eliminate from further consideration those proposals which in the judgement of the evaluation committee fail to offer sufficient and substantive provisions to warrant further consideration. Each supplier bears sole responsibility for the items included or not included in the response submitted by that supplier. The University reserves the right to disqualify any proposal that includes significant deviations or exceptions to the terms, conditions and/or specifications in this RFP. At the conclusion of this initial evaluation phase, finalist supplier proposals will be selected for detailed review and evaluation, including oral presentations. The University reserves the right to be the sole judge as to the overall acceptability of any proposal or to judge the individual merits of specific provisions within competing offers. Appendix A: RFP Response Tables NOTE: Do not change the order of items or add additional items to a list unless you are specifically instructed to do so. Unexpected changes may cause a miscalculation of the overall score. Features Accessible Rating 1. Teaching and Learning a. Course Management i. by Term ii. by Department iii. by College iv. Role-based course visibility by start/end date v. Create custom roles and assign permissions vi. Provide guest access vii. Option to enable self-enrolled or unauthenticated guest access to courses b. File Management System i. WebDAV ii. WYSIWYG Content/HTML Editor iii. File Manager c. Gradebook i. Customizable weighted categories ii. Output of grades to PeopleSoft Campus Solutions (v9.0 and greater) REQUEST FOR PROPOSAL Page 29 of 18
  • 10. REQUEST FOR PROPOSAL iii. Customizable Rubrics iv. Running grade total v. Student progress/ early warning indicators d. Import publisher content e. Assignment drop box i. Drop box per course ii. Drop box per assignment iii. File Upload iv. Instructor Feedback f. Search within course or courses for learning content g. Selective release of assignments, grades, learning modules h. Sequenced lesson builder i. Exam/Quiz creation i. Multiple Question Types (T/F, Essay, Short Answer, Multiple Choice, etc) ii. Import quizzes iii. Able to randomize question and/or answer order j. Peer Review for assignment submissions k. Tool for adding inline comments for grading and peer review of assignments l. Student view of the course accessible to the instructor m. Customizable user interface 2. Communication a. Calendar b. Announcements c. Email d. Text messaging e. Discussion/forums i. Anonymous posting option ii. Grading iii. Sorting iv. Journaling (private between student/instructor) f. Chat g. Voice recording tools (live and recorded) h. Virtual Classroom i. Chat ii. Whiteboard iii. Multimedia (video, graphics, images, audio) iv. Archiving capability 3. Users a. Student/Faculty profiles i. Bio ii. Pictures REQUEST FOR PROPOSAL Page 30 of 18
  • 11. REQUEST FOR PROPOSAL iii. Non-LMS contact info ( e.g., email addresses, Instant Messenger nick names, and other contact information for tools that exist outside of the LMS) b. Course-level groups w/ private content areas, forums, etc c. Customizable account-specific portal/dashboard with role pertinent data (student versus faculty/staff) 4. Content a. Blogs b. Course-level Glossary c. Foreign Language Support d. Linking to internal LMS tools/content and external web e. Multi-level wikis (course, user group, university) f. Podcasts - streaming and file download g. RSS Feeds h. File sharing for students i. Multimedia resources 5. Assessment a. Student Activity Tracking b. LMS system-wide survey c. Documenting and assessing learning outcomes 6. Help a. Documentation i. Contextual ii. Customizable by the university iii. Online iv. Printed 7. Other Features—List any features not included above. a. b. Administration Tools Accessible Rating 1. Ability to create ad-hoc communities by email invitation (ex. – student clubs, alumni organization)? 2. Reporting including: a. Course Statistics b. Course Statistics (across all courses) REQUEST FOR PROPOSAL Page 31 of 18
  • 12. REQUEST FOR PROPOSAL c. Standard Reporting (To include: 1) General reports showing the number of faculty, students, courses using the system with subtotals by departments and colleges based on hierarchy; 2) Reports on how many courses are using what tools— gradebook, discussions, assignment tool, etc.; 3) Statistics about usage of the system—peak times, number of logins, avg. course size, etc.) d. Active courses (available and with user activity) e. Number of students (by unique login) i. In one or more active courses ii. In a given term f. Number of instructors (by unique login) i. In one or more active courses ii. In a given term g. Tool usage per course h. Tool usage across all courses i. Tool usage per instructor j. Tool usage across the institution k. Batch Activities i. Import/Export Courses ii. Import/Export Users iii. Import/Export Enrollments iv. Delete Courses and Users 3. University logo and text branding 4. Crosslisting Courses [“Crosslisting” is a process for manually sharing course content withoutrecreating multiple instances of the same course that has different enrollments. Example 1) One course has two names because a student can get credit for either social studies or multicultural studies. Hence the same content, with enrollments from BOTH classes are merged and the students all end up in the same course. Example 2) One faculty member teaches 2 sections of Health 101. He wants all students in one course with the same content, but students from the different sections do not see each other in forums, etc.] 5. Secure exam administration (browser lockdown) 6. Ability to identify students who have been inactive for X number of months and disable their access/remove them from the system. 7. Ability to identify sections that have been inactive for X number of months, archive those sections, and remove them from the system. 8. Enhanced exam/section auditing so instructors can see concurrent sign on access from different IP addresses. 9. Ability to make courses available for guest access. REQUEST FOR PROPOSAL Page 32 of 18
  • 13. REQUEST FOR PROPOSAL 10. Ability for administrators to quickly access a course as an instructor or a student without having to enroll in the course. Server Support Operating Systems Versions Rating Red Hat Linux Solaris Windows (specify each software platform) List additional supported operating systems Database Management Systems Versions Rating Microsoft SQL Server MySQL Oracle Other? Database Reporting Tools Versions Rating Brio Crystal Reports Other? Web/Application Server Versions Rating Apache IIS Tomcat WebLogic Other? Client Support Browsers Supported Versions Rating Internet Explorer REQUEST FOR PROPOSAL Page 33 of 18
  • 14. REQUEST FOR PROPOSAL Mozilla Firefox Netscape Navigator Opera Safari Google Chrome Other? Operating Systems Supported Versions Rating Linux Mac OS X - Leopard Windows Vista Windows XP Windows 7 Other? Web Plug-ins Versions Rating .Net Java Flash Other? Mobile Access Versions Rating iPhone/iPod Touch App iPad App Android App Blackberry App Generic mobile browser support AT&T T-Mobile Verizon Sprint Other? Standards Versions (if applicable) Rating 1. IMS a. IMS Enterprise b. Common Cartridge c. QTI (Question Test Interoperability) REQUEST FOR PROPOSAL Page 34 of 18
  • 15. REQUEST FOR PROPOSAL d. LTI (Learning Tools Interoperability) (Example: LMS #1 builds a gradebook that uses the LTI standard. Our campus uses LMS #2 that allows other tools to be plugged in that are LTI standard. This would allow us to plug the gradebook of LMS #1 into LMS #2. Gradebook is just one example. In the future, there will be many tools that are LTI standard allowing universities to mix and match the best of the tools.) 2. Metadata a. Dublin Core 3. OSID (Open Service Interface Definition) 4. LDAP Authentication 5. CAS Authentication 6. OSPI (Open Source Portfolio Initiative) 7. SCORM 8. XML 9. Web Services (i.e. SOA – Service Oriented Architecture) 10. LIS 11. HTML 5 Please add any additional integration items to this list. For example, if another exam creation software can be integrated, add an additional row for it below ExamView. Certified Integrations Rating 1. Student Information Systems a. PeopleSoft Campus Solutions (v9.0 and greater) Real-time Add/Drops i. ii. Grade Exchange iii. Crosslisting 2. Assessment a. Direct Database Access 3. Exam Creation a. Respondus b. ExamView 4. Plagiarism Detection/Prevention REQUEST FOR PROPOSAL Page 35 of 18
  • 16. REQUEST FOR PROPOSAL a. TurnItIn.com b. Other 5. Content Management Systems a. Equella b. Sharepoint c. Kaltura d. Other 6. Audience Response Systems a. eInstruction b. Other 7. Identity Management Systems a. Active Directory b. CAS c. LDAP 8. Online Library/Journal Software a. E-Library b. E-Reserve 9. ePortfolio a. TaskStream b. OSPI 10. Live Classroom a. Adobe Connect b. Other 11. Portal a. PeopleSoft Campus Solutions vv.(v9.0hihgreater) b. Other 12. Digital Marketplace MERLOT 13. Extensibility a. SDK Available b. API Available 14. Reporting Tools a. Crystal Reports Certified Integrations Rating b. Custom reporting API 15. Wiki a. PBWiki b. Wikispaces b. Confluence 16. Blog a. Blogger b. Wordpress c. RSS 17. Warning Systems (ex. In case of hardware failure) 18. Other a. Google Tools/Apps REQUEST FOR PROPOSAL Page 36 of 18
  • 17. REQUEST FOR PROPOSAL b. YouTube c. Flickr d. Facebook e. Twitter f. Other For each service enter a 5 if the service is provided, a 3 if it is provided at an additional cost or a 0 if it is not provided at all. Service Provided? 1. Support a. 24x7x365 Support b. Dedicated contacts within the company for this account c. Follow-up protocol in place d. Online bug and support call tracking viewable by customer e. Tiered escalation path 2. Implementation Assistance a. Migration Services b. Performance Tuning c. Professional Services d. Project Manager e. Project Timeline f. Regular (Weekly, Monthly, etc) Planning Meetings 3. ASP a. Hosting b. Disaster Recovery i. Recovery from Catastrophic Failure ii. Recovery of a single course section c. Offsite backup d. Security (including FERPA and HIPAA) e. Uptime Monitoring f. Virus scanning support for attachments/content g. Encrypted communication 4. Community a. Conferences (A conference would be a gathering in a certain geographical location of the vendor and user community, providing services such as workshops, training, Q & A sessions, and/or demonstrations of upcoming products.) b. User Groups c. Webinars d. Website/Forums 5. Training a. Administrators REQUEST FOR PROPOSAL Page 37 of 18
  • 18. REQUEST FOR PROPOSAL b. Existing materials (video, tutorials) available c. Train-the-Trainer 6. Documentation a. User Documentation (Administrator, faculty, etc) b. Hosting guidelines c. Server configuration specifications provided d. Standard service profile/process for license types For the following accessibility requirements, enter a 5 if your company meets the requirement, a 3 if the item is in progress, or a 0 if your company does not plan to meet the requirement. Provide link for software accessibility information, if Requirement Rating one is available 1. Accessibility Documentation a. A Voluntary Product Evaluation Template (VPAT) exists for each unique electronic and information technology product (rather than a single VPAT for an entire line of products). b. A VPAT is completed by a person (or group) that had sufficient technical knowledge of the product to be able to accurately and credibly complete the document c. All VPATs are available in an accessible, electronic format such as XHTML, Tagged PDF, DOC (MS Word), or RTF. d. All VPATs are available on the vendor's website. e. All VPATs are completely filled out (indicating which subsections are applicable for the product as well as addressing every point of that subsection) f. All VPATs are descriptive (indicating not just whether a particular subpoint is met/not met but also providing specific examples and describing how this was determined) g. All VPATs contain versioning information (including the document version number - if applicable - as well as the date completed, and identification of the department that authored the document.) REQUEST FOR PROPOSAL Page 38 of 18
  • 19. REQUEST FOR PROPOSAL 2. General Product Documentation a. All production documentation is available in an accessible, electronic format For the following accessibility requirements, enter a 5 if your company meets the requirement, a 3 if the item is in progress, or a 0 if your company does not plan to meet the requirement. Provide link for software accessibility information, if Requirement Rating one b. All product documentation includes is available information regarding known accessibility features, limitations and workarounds of the product (e.g. keyboard equivalent, display modification options, etc.) c. Priority should be given to ensuring that product documentation is accessible in its native (default) format. If the native format does not provide adequate support for accessibility, then the vendor may elect to provide separate, alternative- format version of the product documentation. d. Any alternative-format version should provide access to the same information contained within the native format in its entirety as well as retain the same 3. Company Accessibility Commitment (to functionality as the native format a. Website contains possible). the fullest extent an aggregated list of all accessibility documentation including product VPATs b. A company accessibility policy c. Any additional accessibility-oriented documentation (e.g. White Papers, Case Studies, Tutorials, FAQs, Best Practices, links to external info) d. An indication that the company has dedicated specific employees to handling accessibility questions/concerns (including contact info) e. Information regarding support for accessible communications channels (e.g. TTY, Relay services) REQUEST FOR PROPOSAL Page 39 of 18
  • 20. REQUEST FOR PROPOSAL f. Any forward-looking statements regarding anticipated improvements to the accessibility of company products For the following accessibility requirements, enter a 5 if your company meets the requirement, a 3 if the item is in progress, or a 0 if your company does not plan to meet the requirement. Provide link for software accessibility information, if Requirement Rating one is available g. An intuitive URL for accessibility information examples: (http//www.company.com/accessibility or http://access.company.com) REQUEST FOR PROPOSAL Page 40 of 18