Fort Bend Independent School District (FBISD) RFP Cover Sheet Job No.: Due Date: 14-055GT May 8, 2014 DUE NO LATER THAN 10:00 A.M. CST LATE BIDS WILL NOT BE ACCEPTED Request for Proposal (RFP) : 14-055GT Multiple Integrated Educational Systems for FORT BEND ISD PLEASE NOTE Carefully read the entire document. Complete all forms and submit your response with all appropriate attachments. Please submit your hard copy response in a sealed envelope with Job No., description, and marked “SEALED PROPOSAL”. RETURN PROPOSAL PACKET TO: Attn: Ms. Gloria Truskowski, RTSBA– Asst. Director of Materials Management Fort Bend Independent School District 555 Julie Rivers Drive Sugar Land, TX 77478 For additional information contact Gloria Truskowski at (281) 634-1803 or by email at [email protected] You must sign below in ink and all responses must be typewritten or written in ink Company Name: Company Address: City, State, & Zip Taxpayer I.D. # Telephone # Fax # ______________ e-mail Print Name Signature Your signature attests to your offer to provide the goods and/or services in this qualification according to the published provisions of this Job. No contract is valid until the FBISD Board has approved the award. RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE Page 1 of 58 TABLE OF CONTENTS BACKGROUND .......................................................................................................................................... 5 Assessments System ................................................................................................................................. 5 Teacher Observation and Appraisal System ............................................................................................. 5 Curriculum System ................................................................................................................................... 6 Professional Development Learning Management System ...................................................................... 6 General Terms, Conditions and Requirements for Solicitations .............................................................. 6 1 GENERAL ............................................................................................................................................ 7 2 TIMETABLE........................................................................................................................................ 7 3 INSTRUCTIONS FOR RESPONSE .................................................................................................... 8 3.1 General Information ...................................................................................................................... 8 3.2 Professional Credentials And Experience For Implementation .................................................... 8 3.3 Program History ............................................................................................................................ 8 3.4 Description .................................................................................................................................... 8 3.5 References ..................................................................................................................................... 8 3.6 Cost Of Services ........................................................................................................................... 8 3.7 Additional Information ................................................................................................................. 9 4 PROPOSAL EVALUATION ............................................................................................................... 9 5 DISCLOSURE .................................................................................................................................... 10 6 SPECIAL TERMS AND CONDITIONS ........................................................................................... 10 7 PROPRIETARY INFORMATION .................................................................................................... 10 8 SPECIFICATIONS OVERVIEW ..................................................................................................... 11 9 ASSESSMENTS SYSTEM ................................................................................................................ 12 10 11 12 13 9.1 Assessments System Overview................................................................................................... 12 9.2 Assessments System Success Factors ......................................................................................... 12 ASSESSMENT SYSTEM REQUIREMENTS .................................................................................. 13 10.1 Program Components.................................................................................................................. 13 10.2 Content ........................................................................................................................................ 13 TEACHER OBSERVATION AND APPRAISAL SYSTEM OVERVIEW ..................................... 18 11.1 Teacher Observation and Appraisal System Overview .............................................................. 18 11.2 Teacher Observation and Appraisal System Success Factors ..................................................... 18 TEACHER OBSERVATION AND APPRAISAL SYSTEM SPECIFICATIONS ........................... 19 12.1 Observation Tools ....................................................................................................................... 19 12.2 Data Collection ........................................................................................................................... 20 12.3 Security ....................................................................................................................................... 20 CURRICULUM SYSTEM ................................................................................................................. 21 Page 2 of 58 14 13.1 Curriculum System Overview..................................................................................................... 21 13.2 Curriculum System Success Factors ........................................................................................... 22 CURRICULUM SYSTEM REQUIREMENTS ................................................................................. 23 14.1 Program Components.................................................................................................................. 23 14.2 Accessibility................................................................................................................................ 23 14.3 Navigation ................................................................................................................................... 24 14.4 Dashboard ................................................................................................................................... 24 14.5 Course-level Front Page .............................................................................................................. 24 14.6 Unit Page..................................................................................................................................... 24 14.7 Resources .................................................................................................................................... 25 14.8 Assessments ................................................................................................................................ 25 14.9 Curriculum Uploading ................................................................................................................ 25 14.10 Edit Features/Functions............................................................................................................... 25 14.11 Curriculum Downloading ........................................................................................................... 26 14.12 Lesson Planner ............................................................................................................................ 26 15 16 LEARNING MANAGEMENT SYSTEM ......................................................................................... 27 15.1 Learning Management System Overview ................................................................................... 27 15.2 Learning Management System Success Factors ......................................................................... 29 LEARNING MANAGEMENT SYSTEM REQUIREMENTS.......................................................... 30 16.1 Integrated LMS and LCMS Application ..................................................................................... 30 16.2 Built-in AICC/SCORM/Tin Can API ......................................................................................... 30 16.3 Built-in WBT Course Creator/Editor Tool ................................................................................. 31 16.4 Built-in Support for Virtual Training (VILT) ............................................................................. 31 16.5 Support for Instructor-led Training (ILT) ................................................................................... 31 16.6 Personalized Learning Experience .............................................................................................. 32 16.7 Support for Supervisors/Manager ............................................................................................... 32 16.8 Enrollment Management ............................................................................................................. 32 16.9 Organized and Searching Catalog ............................................................................................... 33 16.10 Training Assignments ................................................................................................................. 33 16.11 Built-in Digital Assessment Management Tool .......................................................................... 33 16.12 Built in Reports ........................................................................................................................... 33 16.13 Built-in Assessment/Survey/Test Engine.................................................................................... 34 16.14 Built-in Certificates ..................................................................................................................... 34 16.15 Built-in Collaboration Tools ....................................................................................................... 34 16.16 Skills and Competencies ............................................................................................................. 34 16.17 LMS Administrative Functionality ............................................................................................. 35 16.18 Support and Training .................................................................................................................. 35 Page 3 of 58 17 18 TECHNICAL, TRAINING & PROJECT MANAGEMENT ............................................................. 36 17.1 Architecture................................................................................................................................. 36 17.2 Training & Documentation ......................................................................................................... 38 17.3 Interfaces ..................................................................................................................................... 38 17.4 Security ....................................................................................................................................... 38 17.5 Project Management ................................................................................................................... 39 17.6 Fort Bend ISD Logo .................................................................................................................... 39 17.7 System Availability, Software Support & Service Level Agreements ....................................... 39 SERVICE LEVELS FOR HOSTED SOLUTIONS ........................................................................... 40 18.1 Service Categories ...................................................................................................................... 40 18.2 Service Level Metrics ................................................................................................................. 40 18.3 Change Control ........................................................................................................................... 41 18.4 Data Exchange ............................................................................................................................ 41 18.5 Credit Amount for Failure to Meet SLA ..................................................................................... 41 PRICE DELIVERY INFORMATION ....................................................................................................... 42 FELONY CONVICTION NOTIFICATION .............................................................................................. 47 CONFLICT OF INTEREST QUESTIONNAIRE ...................................................................................... 48 PLEASE COMPLETE AND SIGN EVEN IF NO CONFLICT EXISTS .................................................. 48 CERTIFICATION REGARDING LOBBYING ........................................................................................ 49 VENDOR DEBARMENT STATEMENT ................................................................................................. 50 NO RESPONSE FORM ............................................................................................................................. 51 PROPOSAL SUBMISSION FORM........................................................................................................... 52 CONTRACTOR CERTIFICATION .......................................................................................................... 53 HUB OR MINORITY OWNED BUSINESS .............................................................................................. 54 MWBE REGISTRATION APPLICATION ............................................................................................... 55 FORT BEND I.S.D. INSURANCE REQUIREMENTS ............................................................................ 56 MAP TO FBISD DISTRIBUTION CENTER ............................................................................................ 58 Page 4 of 58 RFP 14-055GT Multiple Integrated Educational Systems for Fort Bend ISD BACKGROUND Fort Bend Independent School District is a large school district serving approximately 71,000 students and employs approximately 11,000 staff members across 74 campuses and 14 sites. FBISD continuously improves teaching and learning by developing effective staff and building scalable systems. To support this vision, FBISD is exploring options for comprehensive, web-based software solutions to manage several instructional and business needs in the district. Specifically we are examining systems that will provide any or all of modules listed below. 1. 2. 3. 4. Assessments & Reporting Teacher Observation and Appraisal Curriculum Professional Development Learning Management System The district reserves the right to select the best solution for each business need; however, it is highly desirable to have one integrated system that can provide all components. Components may not be purchased at the same time. The purpose of including all components in this RFP is to assess each vendor’s capability to provide these components in one integrated system. The most immediate need is for the Assessments and Teacher Observation and Appraisal systems. The desire is to implement these systems in the 2014-2015 school year. Curriculum and Professional Development may be implemented later. Assessments System The Testing department is exploring options for a comprehensive, web-based data management program to manage all aspects national and state assessment reporting as well as managing the district and campus assessment programs, including test creation, scoring, and reporting. To meet the needs of FBISD, the program must allow the district and campuses to create answer keys for district and campus assessments and allow students a variety of means to take assessments—online, through the use of clickers, with OMR answer documents, and with campus-generated plain paper answer documents. The program also needs to be user-friendly for generating reports for national, state, and local assessment results. Reports should also allow for customization to meet the needs of district and campus-based personnel as well as administration. The database must link to FBISD’s student information system (Skyward). Technical support must be readily available through personal contact, webinars and on-site trainings and/or any other supporting arrangements. Teacher Observation and Appraisal System The Fort Bend Independent School District is seeking proposals for a web-based Teacher Observation and Appraisal Management System that offers fast, user friendly and efficient scheduling, managing, completing, and reporting of all components of the evaluation process while aligning with the current state adopted Professional Development Appraisal System (PDAS) with potential to adapt to the future state assessment requirements. The web-based platform should serve as a resource for both teachers and administrators and enhance the ability to monitor and support the implementation of research-based strategies to maximize student learning and utilize a common language for effective teaching based upon FBISD’s current focus or initiatives. Page 5 of 58 Curriculum System The Curriculum and Instruction department is exploring options for a comprehensive, web-based curriculum management program to house all key curriculum components. To meet the needs of FBISD, the program must include frameworks for hosting calendars, documents, links to outside resources, capability to upload district-owned resources, a lesson planner component, and other key pieces related to a comprehensive curriculum. The frameworks may be pre-constructed, but should be customizable and otherwise adaptable to accommodate district needs. The program components should be user-friendly for curriculum developers and end-users including teachers and administrators. The platform should have the ability to host publicly shared information (course calendars, contact information, announcements, etc.) as well as internal spaces available to district employees. The curriculum platform should link to other modules that could include the district student information system, assessment, PDAS, and professional development. Professional Development Learning Management System The Department of Talent Management and Development is searching for a comprehensive, web-based Learning Management System with integrated learning course management features to conduct all aspects of in-district and out-of-district professional learning experiences within one comprehensive online system. Because of our vast population, FBISD has over 225 course developers in 30 departments and across 74 campus sites. To meet the needs of FBISD, the program should include the ability to manage, plan, create, track, and evaluate comprehensive individualized professional development activities. Intention of this RFP The intention of this Request for Proposal (RFP) is to solicit offers for Multiple Integrated Educational Systems for Fort Bend ISD. Further information about Fort Bend ISD can be found on the District’s website at www.fortbendisd.com. For information regarding the proposal process, contact Ms. Gloria Truskowski of the Purchasing Division at (281) 634-1803. General Terms, Conditions and Requirements for Solicitations This solicitation shall be governed by the following documents which are incorporated herein. A copy may be obtained at http://www.fortbendisd.com/docs/purchasing/general-provisions-forpurchasing-solicitations-and-contracts.pdf or by contacting the Fort Bend ISD Buyer listed on the cover sheet. Any exception to the terms and conditions must be included in the Proposer’s response. Texas Education Code 44.031 Purchasing and Acquisition, FBISD Policy CH (Legal) Purchasing and Acquisition, FBISD Policy CH (Local) Page 6 of 58 1 GENERAL 1.1 The Fort Bend Independent School District (“FBISD” or the “District”) is seeking proposals from firms who offer one or more of the systems listed below and are experienced in the process of such software as it pertains to a school district comparable in size to Fort Bend ISD. 1.2 FBISD will accept proposals either by mail or hand delivery until May 8, 2014 at 10:00AM CST. Proposals received after the opening date and time will not be accepted and will be returned unopened. Firms’ submissions should include One (1) original, five (5) copies and one (1) electronic (pdf format on CD or flash drive) copy of the response are required for evaluation purposes. Submissions should be in binders with a table of contents and tabs identifying each section listed in section “3. Instructions for Response” Proposals should be submitted in a sealed envelope/package clearly marked “RFP 14-055GT Multiple Integrated Educational Systems for FBISD” with the firm's name, return address, opening date and time and be addressed to: Fort Bend Independent School District PURCHASING DEPARTMENT Attn: Gloria Truskowski 555 Julie Rivers Drive Sugar Land, Texas 77478 1.3 The contract period shall be for one (1) year with the option to renew for an additional 4 years beginning with Board approval. The renewal will depend upon mutual agreement of both parties. 2 TIMETABLE Page 7 of 58 Item 1 Activity RFP starts to advertise (1st run) Date 4/17/2014 2 RFP 2nd advertisement 4/24/2014 3 Questions due from vendors 4/25/2014 4 Proposals are Due at 10:00AM CST 5/08/2014 5 Estimated Vendor Demonstrations (if invited) 5/22/2014 6 Professional Development Begins Aug 2014 7 Go-Live with students Sept 2014 3 INSTRUCTIONS FOR RESPONSE To respond effectively, firms should prepare a proposal outlining the qualifications and services offered by the firm. Include all information you deem relevant to the process. Information sought includes, but is not limited to: 3.1 General Information • • 3.2 Professional Credentials And Experience For Implementation • • 3.3 Describe the expertise provided by the firm's staff and list all firm staff and their resumes and qualifications. Specify who will be leading our implementation and attach his/her resume. Program History • • • • 3.4 Describe your experience with each of the following systems: Assessment and Reporting, Teacher Observation and Appraisal, Curriculum, Professional Development Learning and Management Describe the types of services you provide and any specialized aspects of the program you have used in Texas. List the districts with over 25,000 students in which you have conducted business in the last five years and the size of each district. Describe your ability to interface with student information systems, and specifically Skyward. Description • • • • • • 3.5 Describe the scope of services required to complete the process, identifying detailed activities that are to occur, significant milestones, anticipated deliverables, and the role of both your firm and the district at each step in the process. Describe the roles of the project team during the implementation. What is the timeline you propose for the implementation? Training, data upload, etc. What type of training will be done (face-to-face, training of trainers model) and what would we expect for on-going training? What is your turnaround time when concerns with the program are brought to your attention? Would a project manager be assigned? If not, who would handle the implementation and issues that arise within the first 3-6 months? References • 3.6 Provide references of other school districts with which you have worked in the last 5 years. (Preferably districts >25,000 student population) Include all contact information. Cost Of Services • Page 8 of 58 Name, business address and business phone & fax and email addresses of principle employees. Primary contact within the firm and contact information. Pricing: Each solution should be priced separately. There will be a Price Delivery Information Page for: 1. Assessments & Reporting (pg. 43) 2. Teacher Observation and Appraisal (pg. 44) 3. Curriculum (pg. 45) 4. Professional Development Learning Management System (pg. 46) Each solution will include the cost of core product, and each add-on module shall be listed separately. Training, programming and consulting shall be listed separately. Each year shall be quoted separately. Please include warranty, 24 x 7 support, and maintenance. There will also be a Price Delivery Sheet that combines the cost of all 4 solutions if your company is able to provide all the components. Price Delivery Information Sheet can be found on pages 43-47 of this proposal. 3.7 Additional Information • • • Provide any additional optional information and comments your firm deems necessary to clearly communicate your software’s capabilities. System Requirements Tables (Section 9-10) Additional RFP Documents 4 PROPOSAL EVALUATION As required by law, the District will select the firm that represents the best value and quality to the District, considering the factors listed below: FACTOR 1. Purchase Price: Cost of Services, including the cost of the software, and implementation, etc. 2. Reputation and references of the firm and its services. References will be contacted via e-mail 3. Quality of the vendors goods and services: The vendor’s goods and services are user-friendly and of high quality. 4. Long term cost the district to acquire the vendor goods and services any other long term costs associated with selecting the software vendor is presenting. 5. Extent to which the goods and services meet the district’s needs: Extent to which the firm’s services, personnel, experience and proposed methodology meets the needs of Fort Bend ISD. Ease of software integration into existing platforms 6. The firm’s past relationship with Fort Bend ISD or other similarly sized districts. 7. The firm’s ability to successfully implement on a scheduled timeline to meet the needs of Fort Bend ISD 8. Whether the firm’s principal place of business is in the State of Texas, or alternatively, whether the firm employs at least 500 people in this state. 9. Ability to service our accounts with proper staff and insurance requirements A copy of the Certificate of Liability Insurance should be in your proposal. TOTAL WEIGHT 20 points 10 points 5 points 5 points 25 points 5 points 20 points 5 points 5 points 100 points The Evaluation Committee will review all proposals and reserves the right to create a short list of Page 9 of 58 software companies based on factors listed above. Interviews may be scheduled with short listed firms. The district reserves the right to use the same weight factors for interviews as listed above OR adapt new factors. If adapting new factors, such factors will be made public to the short listed firms prior to the scheduled interviews. 5 DISCLOSURE Until this process is complete, no employee, agent or representative of any professional services provider shall make available or discuss its proposal with the media in any form, electronic or printed, or with any elected or appointed official or officer of the District, or any employee, agent or other representative of the District unless specifically authorized to do so by the Purchasing Department. 6 SPECIAL TERMS AND CONDITIONS 6.1 Any prospective respondent detecting a conflict or ambiguity in this RFP should notify the Assistant Director of Materials Management, in writing, setting forth the grounds of the alleged conflict or ambiguity and request the issuance of a clarifying addendum by January 8, 2014. If FBISD believes that clarification is necessary and proper, a clarifying addendum will be distributed to all prospective vendors. FBISD will not be bound by any oral or other informal explanation of the requirements of the RFP documents. Questions and answers can be emailed to Gloria Truskowski at [email protected] no later than April 25, 2014. 6.2 Provide detailed explanations of any exceptions the respondent has with any requirement or term specified in this RFP and thoroughly explain any alternate service offered. 6.3 FBISD reserves the right to negotiate all elements which comprise the respondent’s offer to ensure the best possible consideration and to reject any and all responses. 6.4 FBISD is not responsible for any costs incurred by the firm for the preparation or distribution of the response to this RFP, or any oral presentations required to supplement and/or clarify a proposal that may be required by the District. 6.5 Respondent or other authorized representatives are expected to fully inform themselves as to all conditions, requirements, and specifications before submitting proposals. Failure to do so will be at the respondent’s own risk. 6.6 The contract will be governed and construed according to the laws of the State of Texas. Any disputes or conflicts involving damages or claimed remedies shall be referred to a court of competent jurisdiction in Fort Bend County, Texas. 6.7 Each original proposal shall be signed by a company representative duly authorized to bind the firm for the obligations stated herein. 7 PROPRIETARY INFORMATION Proprietary information, if submitted to FBISD in response to this RFP, should be identified as such. Any information identified as proprietary will be handled in accordance with the provisions of the Texas Open Records Public Information Act as it applies to such information. Page 10 of 58 8 SPECIFICATIONS OVERVIEW Respondents shall provide documentation and pricing options for complete solutions compliant with the specifications in this document. Solutions should include all hardware, software, and services required to complete this proposed project. FBISD reserves the right to purchase all or part of the solution from more than one vendor. Each component of each system should be listed and priced separately. In general, all selected systems will attain the following goals and success factors: 1. System improves the way we do business. 2. System needs little modification. 3. Users report that the system is easy to use. 4. Fort Bend ISD’s authorization processes are automated by the system where appropriate. 5. Paper consumption and forms printing expense is reduced. 6. The system reduces the cost of storing and improves access to data. 7. Systems and modules are integrated. 8. Data maintained by the new system is easily accessible on all common platforms such as PCs, tablets, Mac, iPads, iPhones, Chromebooks, and Android devices. 9. Data maintained by the new system is easily accessible by applications on personal computers such as spreadsheets, databases and word processors. 10. System uses LDAP authentication for staff and students. 11. Users are trained and know how to access and effectively and efficiently use the system. 12. Screens are visually appealing. 13. System improves reporting formats, timelines and flexibility. 14. System(s) integrate with the Human Resources (PeopleSoft) and Student Information System (Skyward) systems. 15. System promotes use by providing an on-line user experience that is user friendly and contains context sensitive help. 16. System provides service providers and users with a system that seems tailored to their specific needs while maintaining central control. 17. System enables unattended operations, making the system more accessible, user friendly and reliable for users. 18. System is supported and improved by regular enhancement releases of the application software. 19. System integrates with Fort Bend ISD network to allow seamless cross platform accessibility to information. 20. System facilitates compliance management and provides procedural performance analysis. 21. System substantially decreases the time it takes to share data between systems. 22. Integrate systems with Fort Bend ISD network to allow seamless cross platform accessibility to information. 23. The system needs little modification and yet fully customizable. 24. Data is captured at the point nearest to the point of origin. 25. Duplication of effort is reduced. Page 11 of 58 9 ASSESSMENTS SYSTEM 9.1 Assessments System Overview The Fort Bend ISD Testing department is seeking proposals from qualified vendors for an integrated system that that will allow the district to meet the expedited waiver requirements for participation in the Texas Teacher Portal as required in TEC §32.258. Fort Bend ISD seeks a web based program that will allow district and campus staff to easily and efficiently input local assessment answer keys and allow student answers to be entered into the system electronically (online, with clickers, etc.) or with OMR or plain paper answer documents. The program must also allow answer keys to be revisable after scoring and automatically update student results. Additionally, the program must allow for easy reconciliation for student data mismatches. The District expects a reporting engine designed to provide accurate user-friendly National, State, District, and Campus specific assessment reports, ad hoc reports, and the ability to locally create additional required reports vital to making appropriate data-driven decisions. All components should have the ability to interface with each other per specifications. The system should be secure and auditable and produce reports for district leadership as well as for campus leadership and professional staff. Reports generated must be role-based. The system should provide a simple solution to rectify mismatched student assessment data for state and local exams. 9.2 Assessments System Success Factors Fort Bend ISD satisfaction with the system at completion of the project would be indicated by the fact: • Manual input of DRA2/PAPI/MIS and other assessments is efficient. • Data from national and state assessments is accessible within 24 hours of receiving the student result data file. • Student results for local assessments are automatically updated if changes are made to the answer key after scanning is complete. • Mismatched student data is easily correctible. • Reports available to users are role-based. • Reports may be aggregated as desired at runtime. • Student data from national, state, and local assessments, including TAKS, STAAR, District Assessments, DRA2, PAPI, MSI, IPT, and OPT migrated from PCG to the program. Date ranges to be determined by the district. Page 12 of 58 10 ASSESSMENT SYSTEM REQUIREMENTS For each item below, responses are as follows: Description Out of Box Configurable Customize Not Capable On Roadmap Evaluation Criteria Checklist Definitions An “out of box” feature or functionality where the feature or functionality works immediately after installation without any configuration or modifications. A software feature or functionality that needs to be setup by defining values of parameters; the process of binding optional features of a system without coding. Feature or functionality that is specifically designed and programmed by coding; modification of packaged software to meet individual requirements. Feature or functionality is not available or capable within the application. Planned for future development; short or long-term goals with specific technology solutions to meet desired feature or functionality. To add additional information or clarify responses, please include a comments section. Each comment should be referenced by the component numerical code, such as “10.1.1 National Assessment: ….”. 10.1 Program Components 1 National Assessment: Advanced Placement 2 National Assessment: SAT 3 National Assessment: ACT 4 National Assessment: PSAT 5 National Assessment: PLAN 6 National Assessment: Explore 7 State Assessment: STAAR program 8 State Assessment: TELPAS 9 State Assessment: TAKS 10 District Assessment Data 11 Campus Formative Assessments 12 Classroom Assessments 10.2 Content 1 2 2 3 4 5 6 Allows for reports for all national assessments. System will allow district to upload national assessment results If system does not allow district to upload student data results for national assessments, student data will be available for reporting within 24 hours of receipt of data file Reports for national assessments filterable by student program Reports for national assessments filterable by student group Reports for national assessments customizable Option to add additional national assessments within 90 days of adoption by the district Page 13 of 58 Out of Box Configurable Customize Not Capable On Roadmap 10.2 Content 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 Student data for state assessments available for reporting within 24 hours of receipt of data file Reports for state assessments filterable by student program Reports for state assessments filterable by student group Reports for state assessments customizable Within the reporting section, the different assessment dates are easily distinguishable Reporting for state assessments includes reporting showing student growth Reporting for state assessments allows for student comparisons over multiple years Report titles for canned reports are clear and concise Data for state assessment reports is easily exportable to Excel. If data is not exportable, then exporting to Excel option is not available Data for state assessment reports is exportable to PDF Student scores for state assessments can be uploaded into the district’s SIS (Skyward) Filters for customizing reports are clear and concise District assessment answer keys can be entered via a quick key—does not require test question to be entered District assessments can be scanned locally, and assessment data is available for reporting immediately after scanning District assessments can be scanned by district as opposed to campus-by-campus System scanning program will allow for OMR and plain paper scanning When scanning district assessment answer documents, student answer documents with student data errors are easy to find When scanning district assessment answer documents, student answer documents that are misread or contain data errors are sent to the “kick out” tray System allows answer keys to be corrected after scanning district assessments and will automatically update student results System will allow for teacher entry of district assessment results based on teacher observation of performance tasks Data for district assessment results is easily exportable to Excel Page 14 of 58 Out of Box Configurable Customize Not Capable On Roadmap 10.2 Content 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 Data for district assessment results is easily exportable to PDF Student results for district assessments can be uploaded into the district’s SIS (Skyward) Reports for district assessments are filterable by program Reports for district assessments are filterable by student group Reports for district assessments are customizable Reporting for district assessments allows for student comparisons over multiple years System will allow for simple entry of student DRA2 results, including pre-populating teacher information System will allow for simple entry of student PAPI results, including pre-populating teacher information System will allow for simple entry of student Mathematics Skills Inventory (MSI) results, including pre-populating teacher information Student results for DRA2 can be uploaded into the district’s SIS (Skyward) Student results for PAPI can be uploaded into the district’s SIS (Skyward) System will allow for simple entry of District Writing Assessment results, including prepopulating teacher information Reporting for DRA2 includes a student growth report Reports for DRA2 are filterable by program Reports for DRA2 are filterable by student group Reports for DRA2 are customizable 46 Reports for PAPI are filterable by program Reports for PAPI are filterable by student group Reports for PAPI are customizable 47 Reports for MSI are filterable by program 48 Reports for MSI are filterable by student group 49 Reports for MSI are customizable Campus assessment answer keys can be entered via “quick key.” System allows campuses to print prepopulated student answer documents System allows students to input campus assessment answer choices electronically— clickers, online… 45 50 51 52 Page 15 of 58 Out of Box Configurable Customize Not Capable On Roadmap 10.2 Content 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 Campuses can scan answer documents for entire campus as opposed to teacher-byteacher When scanning campus assessment answer documents, student answer documents with student data errors are easy to find When scanning campus assessment answer documents, student answer documents that are misread or that contain data errors are “kicked out” of the scanned/scored tray Student results for campus assessments are immediately available after scanning System allows campus assessment answer keys to be corrected after scanning and automatically update student results Data for campus assessment is easily exportable to Excel Data for campus assessments is easily exportable to PDF Reports for campus assessments are filterable by program Reports for campus assessments are filterable by student group Reports for campus assessments are customizable System allows teachers to input answer keys for classroom assessments via “quick key” System allows teacher to print pre-slugged paper answer documents for his/her students System allows students to input classroom assessment answer choices electronically— clickers, online… When scanning classroom assessment answer documents, student answer documents with student data errors are easy to find When scanning classroom assessment answer documents, student answer documents that are misread or contain student data errors are “kicked out” of the scan/scored tray Student assessment results for classroom assessments are immediately available after scanning System allows teachers to correct classroom assessment answer keys after scanning and automatically updates student results. Data for classroom assessment results is easily exportable to Excel Data for classroom assessment results is easily exportable to PDF Reports for classroom assessments are filterable by program Page 16 of 58 Out of Box Configurable Customize Not Capable On Roadmap 10.2 Content 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 Reports for classroom assessments are filterable by student group Reports for classroom assessments are customizable System generates reports based on districtassigned roles but will allow for customization All reports provide a printer-friendly option System allows for access on a home computer System is usable across multiple platforms— PC, Mac System is usable across multiple internet web browsers, including Internet Explorer, Firefox, and Safari System can be accessed through iPad System can be accessed through Chrome Books System includes online video tutorials System includes a User’s Guide, which can be accessed online System includes an index of the various reports available, including a brief description of the reports System will allow migration of at least five years of TAKS data from current system System will allow for migration of all STAAR data from current system System will allow for migration of at least five years of TELPAS data from current system System will allow for migration of at least three years of district assessment data from current system System will allow for migration of at least three years of DRA2 data from current system System will allow for migration of at least three years of PAPI data from current system System will allow for migration of at least three years of MSI data from current system System will allow for migration of at least two years of PSAT data from current system System will allow for migration of at least two years of SAT data from current system System will allow for migration of at least two years of ACT data from current system System will allow for migration of all PLAN data from current system System will allow for migration of all Explore data from current system System provides a link to the Statewide Assessment results Page 17 of 58 Out of Box Configurable Customize Not Capable On Roadmap 11 TEACHER OBSERVATION AND APPRAISAL SYSTEM OVERVIEW 11.1 Teacher Observation and Appraisal System Overview Components of the evaluation system should include, but not be limited to: informal and formal walkthroughs, self-reflective assessments, and observation, student learning objectives, student growth data, Teacher Self-Reporting as required through PDAS, and portfolio evaluation. The users of the system should be able to schedule and complete forms on a laptop, tablet or mobile device, in order to easily collect and align evidence. The system should also be able to disaggregate the distribution of rubric ratings for individuals, campuses, departments, grade levels and/or job group. The ability to recommend targeted professional learning opportunities directly from the evaluation based on results from the learning management system or other district resources is a plus. The platform selected must be fully customizable to align with individual professional growth goals, classroom observation ratings, strengths, and growth areas identified by specific competencies and indicators developed by FBISD. 11.2 Teacher Observation and Appraisal System Success Factors Fort Bend ISD satisfaction with the system at completion of the project would be indicated by the following: 1. 6. Administrators are able to collect data using any mobile device, table, computer or iPad with or without internet access. Walkthrough tools enable the administrator to identify, organize, clarify, and provide immediate feedback to classroom teachers regarding their instructional practices and trends. Formal walkthrough tools are aligned with PDAS expectations and enables the administrator to record observations during formal walkthroughs in classrooms and provide documentation to teacher for accountability and teacher development. Dashboards enable the administrator to compare and track teacher performance individually over time, across grade levels, departments by schools or within district. Information is shared among administrators and the teacher evaluated in an efficient and confidential manner. Reports can be exportable for district/ state reporting. 7. Self-reflective assessment tools are utilized by teachers as part of the feedback process. 8. Administrators and teachers schedule and receive calendar reminder notifications about the observation through the system. 2. 3. 4. 5. Page 18 of 58 12 TEACHER OBSERVATION AND APPRAISAL SYSTEM SPECIFICATIONS For each item below, responses are as follows: Description Out of Box Configurable Customize Not Capable On Roadmap Evaluation Criteria Checklist Definitions An “out of box” feature or functionality where the feature or functionality works immediately after installation without any configuration or modifications. A software feature or functionality that needs to be setup by defining values of parameters; the process of binding optional features of a system without coding. Feature or functionality that is specifically designed and programmed by coding; modification of packaged software to meet individual requirements. Feature or functionality is not available or capable within the application. Planned for future development; short or long-term goals with specific technology solutions to meet desired feature or functionality. To add additional information or clarify responses, please include a comments section. Each comment should be referenced by the component numerical code, such as “12.1.1 Alignment to FBISD competencies.” 12.1 Observation Tools 1 Alignment to FBISD competencies and indicators 2 Informal and Formal observation tools for walk through 3 Various mobile devises: iPad or Droid can be used to record observations 4 Interactive pre-observation forms between evaluator and teacher 5 Interactive forms that can be independent of Wi-Fi but uploaded when within range 6 Ability to automatically calculate and show observation ratings 7 Ability to add comments from teachers after the post observation conference has occurred 8 Accessible to more than one designated evaluator 9 Ability to set weights and compute a total weighted score for each employee’s final evaluation 10 Calendaring for work processes that include tasks such as pre- and post- conference details, uploads, and target completion dates 11 Customizable (to the current and future) forms and templates that meet any need Page 19 of 58 Out of Box Configurable Customize Not Capable On Roadmap 12.2 Data Collection 1 Ability to upload artifacts as supporting evidence of the observation etc. lesson plans, student work, pictures from multiple users 2 Ability to review aggregated evidence and ratings of walkthroughs by various user group roles 3 Student outcome data linked to the individual teacher 4 Ability to allow for self-assessments of individual progress 5 Ability to house previous evaluation ratings for each individual 6 All data can be shared with the teacher being evaluated 7 System has the ability to imbed video clips from the observation process or of student performance using locally generated video or video from vendor resources 12.3 Security 1 Ability to use digital signatures by both teacher and administrator to indicate post conference occurred 2 Authorization hierarchies are in place to support permissions 3 Observation and evaluation powers granted to those with appropriate authorizations 4 Alerts to be sent as teachers complete the assigned tasks 5 Ability to track observations/evaluations over time for effective decision making by permissions 6 Ability to lock the observation after form is completed to prevent future editing Page 20 of 58 Out of Box Configurable Customize Not Capable On Roadmap 13 CURRICULUM SYSTEM 13.1 Curriculum System Overview The Fort Bend Independent School District is seeking proposals from qualified vendors for a curriculum management platform that houses a variety of components including calendars, units, resources, external links, and a lesson planner and integrates them with other modules of the system for a variety of users. The platform components will facilitate the school district meeting state and federal requirements for providing standards-based instruction and assessment. The system should include program area Texas Essential Knowledge and Skills (TEKS) standards for all courses approved by the State Board of Education (SBOE) and Texas Education Agency (TEA). In addition, standards for all Advanced Placement courses offered by the College Board should also be included or easily importable. The system should identify TEKS objectives that are subject to state testing under the STAAR program and any subsequent programs required by Texas. TEKS and AP-based curriculum and assessments can be included in the platform, and the system should be easily modifiable to include locally-developed curriculum components provided by the district. The platform should be organized in a manner that provides organization and access to all components of the curriculum in an intuitive and simplified manner. The system should be userfriendly for district curriculum developers and require a minimum of training and effort to be accessible for uploading and maintaining curriculum. As consumers of the district curriculum, teachers and administrators expect a system that utilizes a logical arrangement of components that are integrated and can be accessed in a linear or non-linear search for information. Teachers should be able to access the curriculum directly or start from the lesson planner and assemble instructional plans in a meaningful way without multiple clicks in various areas of the system. All users should have a dashboard or other organization system that allows entry into any relevant area of the curriculum. The dashboard should also include linkages to other modules of the system such as assessment, professional development, PDAS, and external resources or links. The District expects a reporting engine designed to provide accurate user-friendly State and District specific reports, ad hoc reports, and the ability to locally create additional required reports vital to the success of the District’s programs. The report engine must provide data integrity reports specific to each component to assist with monitoring and management. All components should have the ability to interface with each other per specifications. The goal is to provide a system that allows the District to document services to students in a manner which is timely, accurate and readily accessible. System should be secure and auditable and produce all reports required by Federal, State, and local entities. The system will provide documentation for funding and will ensure that the needs of Fort Bend ISD students who are entitled to programs and services are met in a timely manner. This project will: • Select and implement the following integrated system modules and related project activity. The District expects the selected solution with as few modifications as possible: Page 21 of 58 o TEKS objectives o AP objectives o STAAR objectives (readiness and supporting) o District curriculum components to include calendars, units, unwrapped documents, resources o High capacity for embedded audio and/or video resources o Linkages to external resources (web-based) o District learning management system tools o Teacher lesson planner o User dashboards o Parent portal The goal is to obtain a system that will: • Improve development of curriculum. • Improve deployment of curriculum. • Improve user access to curriculum. • Facilitate compliance management, implement procedural performance analysis, and student performance outcomes analysis. • Continue development of automated production of Federal and State mandated reports for all modules. 13.2 Curriculum System Success Factors Fort Bend ISD satisfaction with the system at completion of the project would be indicated by the fact: • The project improves the way we do business. • The system supports the development of “best practice" Curriculum and Instruction process management. • The system needs little modification. • Users report that the system is easy to use. • Manual input is efficient. • Duplication of records, record keeping and data entry is reduced. • Data is captured at the point nearest to the point of origin. • Fort Bend ISD’s authorization processes are automated by the system where appropriate. • Paper consumption and forms printing expense is reduced. • The system reduces the cost of storing and improves access to documents. • Systems and modules are integrated. • Data maintained by the new system is easily accessible by applications on personal computers such as spreadsheets, databases and word processors. • The new system minimizes obsolescence and maximizes use of existing personal computers, personal devices and networks. • Users are trained and know how to access and effectively and efficiently use the system. Page 22 of 58 • Screens are visually appealing. • Information and data retrieval is fast. 14 CURRICULUM SYSTEM REQUIREMENTS For each item below, responses are as follows: Description Evaluation Criteria Checklist Definitions An “out of box” feature or functionality where the feature or functionality Out of Box works immediately after installation without any configuration or modifications. A software feature or functionality that needs to be setup by defining values of Configurable parameters; the process of binding optional features of a system without coding. Feature or functionality that is specifically designed and programmed by Customize coding; modification of packaged software to meet individual requirements. Not Capable Feature or functionality is not available or capable within the application. Planned for future development; short or long-term goals with specific On Roadmap technology solutions to meet desired feature or functionality. To add additional information or clarify responses, please include a comments section. Each comment should be referenced by the component numerical code, such as “14.1.1 Course directory…”. 14.1 Program Components 6 Course directory contains all TEA-approved courses grouped by program area Discreet courses with dashboard features on front pages TEKS objectives – Included for all courses updated as TEKS are updated ELPS objectives are included STAAR readiness and supporting standards are easily recognizable Advanced Placement standards 7 Course unit pages 8 Resource repository 9 Assessment repository 10 Lesson Planner 1 2 3 4 5 14.2 Accessibility 3 Operates from multiple platforms (Internet Explorer, Chrome, Safari, Firefox, etc.) Works on multiple devices (PC, laptop, iPad, Chromebook, Android tablets, etc.) Includes a public portal 4 Includes a student portal 5 Includes a parent portal 1 2 Page 23 of 58 Out of Box Configurable Customize Not Capable On Roadmap 14.2 Accessibility 6 7 Includes employee access that is password protected Employees can view all areas of curriculum regardless of their job role. 14.3 Navigation 1 Tab system (not tree system) 2 Easy access to subject areas/grade levels 3 Minimal clicks between screens 4 Minimal wait time between screens Hyperlink to documents in any format (Word, Excel, URL, etc.) 5 1 2 3 4 14.4 Dashboard System dashboard links to curriculum and assessments using tabs or buttons (without having to go through multiple levels/screens) Program area dashboard links to each course within a program using tabs or buttons (without having to go through multiple levels/screens) Course dashboard provides access to course components using tabs or buttons (without having to go through multiple levels/screens) Course and program area dashboards include area for announcements/course-specific postings/calendar 14.5 Course-level Front Page 1 2 3 4 5 Includes user-friendly dashboard with course components accessible via tabs or buttons Includes visually appealing and course –specific graphics Course component tabs/buttons to include, but not limited to, TEKS, at-a-glance, course units, unwrapped documents, course assessment items Designated general resource area for links to include, but not limited to, district assessment blueprint, STAAR blueprint, power standards Designated area for announcements/coursespecific postings/calendar 14.6 Unit Page 1 2 3 Unit TEKS that are hyperlinked to unwrapped documents, resources and assessment items Time Frame System includes a variety of templates to display unit components to include, but not limited to, big ideas, essential questions, Page 24 of 58 Out of Box Configurable Customize Not Capable On Roadmap teacher-to-teacher notes 14.6 Unit Page 4 Template frames can include links to other system components and external links (websites, video, audio, etc.) 14.7 Resources 1 2 3 4 Repository can host multiple formats (documents, audio, video, MP3) of various sizes Resources can be coded to single or multiple courses Resources are categorized by type and TEKS/AP standard Resources in the system can be edited and resaved within the system without losing links to system components 14.8 Assessments 1 2 3 4 5 System can house a variety of formats including, but not limited to, multiple choice, griddables, short answer, passages, essay prompts System can house data from a variety of assessments including, but not limited to, campus assessments, diagnostic assessments, district assessments, state assessments (STAAR), national assessments (AP, PSAT, SAT, ACT, etc.) System includes pre-loaded release items (STAAR, AP) System provides for use of rubrics including STAAR rubrics for ELA System provides for use of graphics, special characters to include, but not limited to, Math type, accent marks, Science type 14.9 Curriculum Uploading 1 2 3 4 Vendor will provide initial upload of district’s curriculum System will accept all formats including, but not limited to, Word, Excel, PowerPoint, PDF, SMART file, jpg, gif, etc. Uploading a document, text, graphic, file takes a minimum number of clicks (less than 5) System includes a workflow area for submission and approval of resources by teachers 14.10 Edit Features/Functions 1 Text can be pasted into the system and reconcile/retain the original formatting of the Page 25 of 58 Out of Box Configurable Customize Not Capable On Roadmap 2 3 4 text including, but not limited to, boxes, charts, bullets, graphics, etc. Includes/accepts Math type and other symbolic representations Editor includes graphing capability Editing process requires a minimal number of clicks 14.11 Curriculum Downloading 1 Users can print from any screen 2 Documents can be emailed 3 Includes a drag and drop of files to folders 14.12 Lesson Planner 1 2 3 4 4 5 6 7 8 System offers a variety of templates and option to adapt to district/campus template Planner links to system components that can be copied/pasted or drag/dropped or chosen from drop-down menus to import information into template Template can be differentiated for a variety of user groups with required elements identified by district Lesson template automatically populates identified information including, but not limited to, TEKS/AP objectives, resources, etc. based on the unit of study Lessons are automatically saved in the system and can be saved outside the system Planner includes teacher, admin, and district dashboards with progress tracking features Lesson plans can be shareable or restricted to certain users Lesson plans can be saved in a variety of formats to including, but not limited to, Word and PDF Lesson plans can be emailed from the system Page 26 of 58 Out of Box Configurable Customize Not Capable On Roadmap 15 LEARNING MANAGEMENT SYSTEM 15.1 Learning Management System Overview The Fort Bend Independent School District is seeking proposals from qualified vendors for a comprehensive Learning Management System that possesses the ability to address 10 features as follows: 15.1.1 Integrated LMS and LCMS Application FBISD needs a high-level, strategic solution for planning, delivering, and managing all learning events which include but are not limited to online, virtual classroom, and instructor-led courses. FBISD seeks a systematic means of assessing and raising competency and performance levels to align learning initiatives with strategic goals, while simultaneously managing attendance, and employee progress within various types of training activities. The district also needs the system to provide the means to create e-learning content efficiently to meet the needs of individual learners or groups of learners based upon job groups in a manner that eliminates duplicate development efforts and allows for the rapid assembly of customized content. It should possess a customizable home page based upon user group, and role based user management. 15.1.2 Registration/ Enrollment Management The software should include support for web based, instructor led, synchronous and blended learning training modalities. In terms of the training courses, all should be scheduled events with start end dates, registration open and close dates, including online opportunities. Enrollments should occur either via individual registration, or mass group enrollments via job group, location or customizable target groups determined by the course developer. The course titles and descriptions should be customizable with an automatic numbering configuration that is determined by customizable course codes. Features of enrollment should include minimum and maximum enrollment numbers, wait lists, cancelation options, prerequisite options to allow enrollment, manual manipulation for course status (drop, system cancelled, participate canceled, not eligible, absent, pass), and customizable CE credits with customizable credit types (CE, GT, DL, other). Communication options at the instructor level via email updates are also necessary. Conference style registration that prevents multiple enrollments during similar times is also a plus for ILT. 15.1.3 Catalog Creation The software should possess the ability to organize events into customizable categories for a real time catalog. Events should be searchable by course code, instructor, date or other key words within either the title or description. Conference catalog features are a plus. 15.1.4 SCORM/AICC Compliant and possibly Tin Can API FBISD needs to import AICC/SCORM/Tin Can API courses without additional cost to increase the capability of recording and tracking all types of formal and informal learning experiences from third party vendors. Including this software application will allow FBISD the ability to track games and simulations, real-world performance, team-based e-learning activities and learning plans/goals. FBISD will be able to integrate third party Web-based training courses with audio, video, and animated software demonstrations and quickly, easily, and inexpensively update courses when new information is available. This will make it possible to teach rapidly evolving subjects to audiences of various sizes and allow the quality, relevance, and value of our e-Learning experiences to increase dramatically over time as more self-directed and initiate learning experiences become the norm. 15.1.5 Built-in Web-Based Training (WBT) Course Creator/Editor Tool As most courses will be developed by FBISD personnel, we will also need the ability to perform rapid creation of web based courses and easy distribution to learners on Mac, PC, iPhone, iPad & Android. FBISD online courses may utilize and integrate video, PowerPoint, links, SCORM, surveys, Page 27 of 58 quizzes. As a result, the software will need to have third party web tools such as but not limited to flash, Dreamweaver, captivate, and coursemaker studio. It is also necessary for multiple developers to contribute to developing a single course and support for third party virtual online meeting and collaboration will also be necessary (Adobe Connect, WebEx, etc.) All file types should be supported e.g. PowerPoint, Word, Excel, Adobe Acrobat, Adobe/Macromedia Flash, JPEG, MP3, and Windows Media. 15.1.6 Support for Instructor/ Facilitation of Courses In keeping with traditional face to face trainings, FBISD will need the capability to manage instructor scheduling and facility management for multiple campus and classroom sites. This includes but is not limited to providing map directions to each site, maximum occupancy access, ability to avoid instructor schedule and room reservation conflicts, and the ability to map individual trainers to specific evaluations and rooms. Instructors will need to be able to post and retrieve assignments, which should appear in participant calendars in outlook with permission from the participant. The instructor and participants ability to attach files for pre-work/post-course activities, and grade assignments is a must. Instructor should also be able to communicate and manage registration of classes to which they are assigned, the number of meeting dates, times and locations. 15.1.7 Assessment Functions The assessments should be completely customizable in terms of question length. The software should have the capability to import test banks and provide support for Kirkpatrick Survey Levels. Multiple question formats should be available including Multiple Choice, T/F, Fill-in the blank and free response. The software should support pre/posttest and inline tests. Images and other digital assets should be able to link to questions. Time and test attempt limits should be customizable as well as the ability to randomize questions, answer order and auto grade, with multiple feedback options. 15.1.8 LMS Administrator Needs for Performance Management Link The system will need to support role based administrative permissions for District Administrator, Supervisor, Developer and Facilitator. This will help all who need access to view learner data based upon need. WYSIWYG and code view options are vital configuration and design. The software should also have a human capital management support feature that allows the import of job profiles to link to learning plans developed for specific job groups. A selection of configurable skills and or competencies should be listed to link administrators to perform skill/ course gap analysis. The ability to design customizable learning plans or certificate tracks for mandatory offerings would be ideal. 15.1.9 Personalized Learning Experience for Employees Participants will need the ability to manage their own learner profile using calendar links from the system to both participants and instructors via Outlook with assignment due dates and classes registered. Automatic reminder emails with personal view of learning plans, and daily schedule with accessibility from multiple browsers, operating systems and platforms is a must. Each course whether ILT or WBT should have the ability to have built in social media options for threaded discussion boards, and an internal email linked to an external message system or real time synchronous chat. Participants must be able to print completion certificates that are designed using a standard FBISD template. 15.1.10 Supervisory Support and Reporting The software should include a customizable option for supervisor notification of their employee’s registration and/ or completion or customizable reports that may be run by the supervisor at his/her discretion. A customizable workflow should be available to the supervisor or administrator with the option to approve out of district offerings and courses outside of the normal learning plan. Supervisors/ administrators will also need access to view progress within courses by viewing reports on page views, time online, courses completed, test scores etc. Pre-created and district customized Page 28 of 58 standard reports should be included and should have the option to become auto recurring. Standard reports should be customizable at the course, participant, work site, course number date, supervisor and job group level and should export into CSV, PDF, and XML. 15.2 Learning Management System Success Factors Fort Bend ISD satisfaction with the system at completion of the project would be indicated by the fact: • The system supports the development of “best practice" in talent management and development • The system reduces the cost of storing and improves access to recertification hours. Page 29 of 58 16 LEARNING MANAGEMENT SYSTEM REQUIREMENTS For each item below, responses are as follows: Description Evaluation Criteria Checklist Definitions An “out of box” feature or functionality where the feature or functionality Out of Box works immediately after installation without any configuration or modifications. A software feature or functionality that needs to be setup by defining values of Configurable parameters; the process of binding optional features of a system without coding. Feature or functionality that is specifically designed and programmed by Customize coding; modification of packaged software to meet individual requirements. Not Capable Feature or functionality is not available or capable within the application. Planned for future development; short or long-term goals with specific On Roadmap technology solutions to meet desired feature or functionality. To add additional information or clarify responses, please include a comments section. Each comment should be referenced by the component numerical code, such as “16.1.1 Web portal training…”. 16.1 Integrated LMS and LCMS Application 1 Web portal-style online training system 2 • Online Graphical User Interface 3 • WYSIWYG and HTML design tools • All design aspects controllably by us (e.g. Look & feel, branding) without extra charge 4 • Support Cascading Style Sheets (CSS) 5 • 4 Secure User Logon Authentication 6 Custom data fields may be added to properties of users, WBT, and ILT 7 Multiple LMS versions/instances 8 Custom home page designs based on target populations/groups of users 10 System is free of external advertisements 11 Full featured Learning Management System functionality 12 Full featured Learning Content Management System functionality 13 Role-based user management 16.2 Built-in AICC/SCORM/Tin Can API 1 Client can import AICC and SCORM, Tin Can API courses without additional cost 2 System supports thousands of courses 3 Once imported, Sharable Content Objects may be used to create new courses 4 Support SCORM 5 Built-in SCO Management Tool Page 30 of 58 Out of Box Configurable Custo -mize Not Capable On Roadmap 16.1 6 Integrated LMS and LCMS Application Built-in SCORM manifest debugger 16.3 Built-in WBT Course Creator/Editor Tool 1 Web-based course creating tool 2 Graphical (WYSIWYG) designing tool 3 True Video Streaming Server 4 Code view (HTML) designing tool rd 5 Support for designing WBT with 3 -party tools such as Flash, CourseMaker Studio, Dreamweaver, 6 Support integration with 3 -party content providers such as Stetson, Skillsoft, etc. rd 7 Support version control and rollback 8 Courses may be archived and retrieved later for subsequent use 9 Multiple content authors can contribute to developing a single course 10 Courses are fully HTML-based and support links to external URLs 11 12 System supports hundreds of off-the-shelf online courses (Training for basic computer skills, Management, compliance, etc Vendor provides content develop services should we decide to outsource this 16.4 Built-in Support for Virtual Training (VILT) rd 1 Support for 3 -party virtual online meeting and collaboration ( Adobe Connect, Live Meeting, WebEx, etc.) 16.5 Support for Instructor-led Training (ILT) 1 Instructor scheduling 2 Multi-campus / multi-classroom support • Locations can include driving directions • Classrooms support max occupancy Page 31 of 58 Out of Box Configurable Custo -mize Not Capable On Roadmap Out of Box 3 4 5 Physical Room Reservation Inventory/Scheduling • Asset scheduling conflict avoidance • Track rooms, computers, etc. Multi-training / multi-session support • Individual session times/days supported • Sessions can be mapped to locations, assets, instructors, etc. Custom ILT properties fields may be added 16.6 Personalized Learning Experience 1 Students can launch self-paced WBT 2 System tracks all user training portal interaction (page views, time online, courses complete, % complete, etc.) 3 Home page can automatically list user’s full name (w/out special programming required) 4 Personalized calendar per user including events, assignments, tasks, etc. 5 Personal “courses” view 6 Personal “assignments” view 7 “Learning Plans, Skills and certifications” view 8 Ability to change password 9 Ability to update personal demographic data (e-mail, phone, department, etc. 10 Student may enter and track course notes online 11 Learners may search course catalog for selfdirected learning 12 Automatic e-mail notification when registered for learning activities 13 System allows quality surveys to be sent to learners to solicit feedback 14 System supports Internet Explorer, Netscape, and Mozilla with no plug-ins or proprietary downloads required. 16.7 Support for Supervisors/Manager 1 The option to provide supervisor notification of training their employees register for 2 The option to require supervisor approval 3 Automated e-mail to support this proces 16.8 Enrollment Management 1 Support for web-based training (WBT) 2 Support for instructor-led training (ILT) 3 Support for synchronous online training (VILT) Page 32 of 58 Configurable Customize Not Capable On Roadmap Out of Box 4 Support for mixed training modalities (blended learning) 5 Time based event scheduling • All training types can be scheduled as “events” with start and end dates 6 Employees may register for training events or mass enrollments 7 Customizable title and description 8 Support for maximum event size 9 Automatic wait listing available 10 Enable/disable self-registration 11 Set registration open/close date 12 Can group enrollments by category 13 Can manually update per-registration status (dropped, no show, complete) 14 Can assign and track CEU credits 15 Instructor can customize course roster (select fields like name, dept. etc.) 16.9 Organized and Searching Catalog 1 Can organize online events and activities into custom categories 2 Can search for events and activities based on keywords within title and description 16.10 Training Assignments 1 Instructor can create individual and group assignments 2 Files can be attached to assignments 3 Instructor can grade individual assignments 4 Assignments appear in student calendar 16.11 Built-in Digital Assessment Management Tool 1 Integrated with course editing tools 2 Supports all of the following file types: PowerPoint, Word, Excel, Adobe Acrobat, Adobe/Macromedia Flash, JPEG, MP3, Windows Media 3 Supports digital asset “search” 4 Supports custom hierarchical folders 16.12 Built in Reports 1 Pre-created standard reports including course progress per student, student progress per course, and more. Page 33 of 58 Configurable Customize Not Capable On Roadmap Out of Box 2 Standard reports are customizable 3 Support for 3rd-party ad hoc reporting tools such as Crystal Reports 4 Export to Excel, PDF, text, and XML 5 Schedule auto-recurring reports 16.13 Built-in Assessment/Survey/Test Engine 1 Import IMS-QTI compliant test banks 2 Support for Kirkpatrick Survey Levels 3 Can create question and answer pools with built-in online tools 4 Support Multiple choice, True/False, Fill-in-theBlank, free response essay 5 Support pre, post, and inline tests 6 Images and other digital assets can be linked to questions 7 Set time limits on assessments/tests 8 Randomize questions 9 Randomize answer order 10 Auto grade and display results to learner 11 Show question feedback 12 Display test results in learner grade book 13 Limit number of attempts allowed 16.14 Built-in Certificates 1 Learners may print completion certificates 2 Certificates may be customized via online interface, include graphics, etc. 16.15 Built-in Collaboration Tools 1 Real-time synchronous built-in chat 2 Threaded discussion boards (forums) 3 Internal e-mail that can be linked to external messaging system 4 Instructors can create and schedule custom e-mail messages for students w/attachments 16.16 Skills and Competencies 1 Configurable job profiles, which link users to learning plan(s) 2 Configurable Skills, which can be linked to users and use for performing skill gap analysis 3 Customizable learning plans or certification tracks Page 34 of 58 Configurable Customize Not Capable On Roadmap Out of Box 4 Skill gap analysis, job progression, and “best match” reporting for succession planning purposes 16.17 LMS Administrative Functionality 1 Users may be created manually, imported from a text file, or allowed to self-register within the LMS 2 Built-in “password help” feature 3 Users may be arranged into groups 4 System supports role-based administrative permissions such as Supervisor can view learner data, admin assistants can run reports, etc. 5 The look & feel, site navigation, and all other design aspects under our control 6 WYSIWYG and code view options 16.18 Support and Training 1 Initial role-based training for LMS Administrators, Course Developers, and Training Administrators 2 Ongoing free weekly refresher and update training 3 Technical support for system administrators via email and phone minimum from 7:00 a.m. – 7:00 p.m. CST (12 hours) 4 Comprehensive documentation both printed and in the form of online help Page 35 of 58 Configurable Customize Not Capable On Roadmap 17 TECHNICAL, TRAINING & PROJECT MANAGEMENT Please respond to each item. To add additional information, please include a comments section. Each comment should be referenced by the component numerical code, such as “17.1.1”. 17.1 1 2 3 4 5 6 7 8 9 10 11 12 13 14 Architecture Do you already have an import/export interface in production with Skyward Student Information Management System? What version of SQL are you using? If not using SQL, please elaborate. Does the system have Active Directory integration capability? Describe how Active Directory integration is accomplished. (Secure LDAP, SOAP services, etc.) Does the system support ‘single and/or reduced sign on’? SSO implementation must include a “back door” mechanism enabling access to designated users in the event the SSO service is not available. How are permissions maintained – via AD group, HR job role, or within the application? Describe system architecture. Is the Application installed on a different server than the database? Are multiple school districts in the same database? If yes above, is it possible to have our own database(s) that are not comingled with other districts? Is there any additional cost with this option? What do you use for Web Services? (ie IIS, Apache) Interface is operating system, web browser, and device independent. At a minimum, it should be fully compatible with plus or minus one to the current versions of Google Chrome, Mozilla Firefox, Microsoft Internet Explorer and Apple Safari web browsers , and the Microsoft Windows, Apple OS and Linux operating systems for desktop computers. In addition, the interface should be fully functional through the web browsers that are native to the mobile devices running the Apple iOS, Google Android, Blackberry and Symbian operating systems and/or via native applications compatible with those mobile operating systems. Identify and provide file layouts for the extracts that will be required to/from the application. Include the process used for data encryption. Can you provide a test environment with FBISD data for testing interfaces? Can this be refreshed with current data when requested? Does your application handle updates such as location changes based on teacher/student movements? How does the application handle historical data from year-to-year with location changes the following Page 36 of 58 Response year? 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 Can it handle staff members that are identified as being at multiple campuses? How often do you have software releases for patches? New releases? How often do releases include SQL upgrades/patches? FBISD requires 2 weeks notification prior to system upgrades so they can be reported to our Change Control Board. Can you provide Change Control information prior to system updates? Please describe release notes, or provide a sample. Describe your support model in detail. If 24/7 is required, what will the additional cost be? How large is your technical development staff? Where are they located? How large is your support staff? Where are they located? Can you respond within 30 days to required changes to the system interfaces? Describe your backup process and off-site storage plan. Describe your Disaster Recovery (DR) capabilities. Do you provide an annual audit of your computer and services operations, including, but not limited to, hardware and software system change management, computer security, backup and recovery, and DR. Please give detailed specifications which explain all the infrastructure components including the database server, web services, peripheral servers and software including load balances and security protocols. Will the environment allow FBISD to preview and test new releases of the software before they are promoted to production? Can the system be installed locally so that it can be run in-house should the need arise? Any features, including the use of XML APIs for reporting and features including handheld Personal Digital Assistants (PDA) or similar mobile devices to view and record data that may exist in the proposed system should be documented and pricing included. Are table driven validation tables date tracked with beginning and ending dates? If not, how is a master file code disabled from further use? System shall be able to meet FBISD requirements through configuration rather than customization and code modification. Shall provide functionality that can cause the restriction of valid entries in one field based upon the data entered in another field Shall be scalable for a district with 80,000 students and 5000 staff members. How many tables are in your database? Page 37 of 58 35 36 Is there anything required to be installed on each computer that will be accessing your software solution other than normal browser software? What is your software developed in, ie VB6, java, .NET, etc? 17.2 1 2 3 4 FBISD would like proposals to offer different options for training on the new system. Examples include: in person training, group training classes in district, out of district, online training, per hour training, per day training, train-the-trainer options, etc. Vendor should suggest the amount of training time required for system. Include hourly/daily cost for additional training, FBISD expects Intuitive, well-organized, easy to access and user-friendly online user guides are available for students, teachers, administrators and parents. Please include a sample of documentation. System includes FAQ list of common issues and quick fixes. Please describe online help. The Vendor will provide ongoing and updated Professional Development for all staff to include webinars, interactive chat and a user guide. 17.3 1 2 3 4 5 6 7 8 2 Interfaces Does system have capability to transfer files electronically outside the District per T-Rex state rules. System can share data between Student Accounting System (Skyward) nightly without excessive downtime or manual entry. System can import generated student and staff file through an automated scheduled process without manual intervention/entry. Describe other information that may be imported through an automated process. Explain timing of when data extracts provided would be uploaded into your solution. If a student transfers from another district using your system, will the information transfer without manual input on our part? Does system have the ability to export data for import into data warehouse? Will FBISD have the ability to connect to the database with ODBC tools for local report development? 17.4 1 Training & Documentation Security The successful vendor package shall provide role based security that allows the District to establish data accessibility and manipulation rules based on a specific user’s or group of user’s job role. A user has one account, but may have many roles. Page 38 of 58 3 4 5 6 The user’s account gives them access to all schools, roles, and students to which that are assigned. Ability to import users and set security by job role, class and/or and campus. Ability to assign one user access to more than one campus. Ability to restrict access to the system and all modules by date and time. Ability to set field-level security for read, read/write, or no-access. 17.5 Project Management 1 Is a Project Manager provided/assigned? 2 FBISD anticipates need for rapid deployment. Can you accommodate this rapid implementation? 17.6 1 Fort Bend ISD’s Logo will be displayed per District specifications. Logo can be changed at no charge if district changes logo. 17.7 1 2 3 4 Fort Bend ISD Logo System Availability, Software Support & Service Level Agreements 24/7 availability. Describe scheduled maintenance windows. Describe support model. (ie How are requests for support submitted? Escalation process.) Describe communication plan for larger issues that cannot be resolved quickly. Please review the tables under the following SERVICE LEVELS FOR HOSTED SOLUTIONS Section 18 to see FBISD’s expected Service Levels. Can you provide this level of support? If not, please describe your SLAs. Describe other SLAs that might not be included here. Page 39 of 58 18 SERVICE LEVELS FOR HOSTED SOLUTIONS 18.1 Service Categories Service Level Category Criteria 1-Critical An Incident causing a complete interruption or extreme degradation of Vendor Services to the environment, or business operation. Those affected cannot operate in an automated fashion until service is restored. 30 minutes 4 clock hours 2-Major An Incident causing a significant interruption or degradation of Vendor Service, to the environment, or business operation, even if there is an automated means that mitigates the effect of the Incident. 30 minutes 8 business hours after first contact 3-Moderate An Incident causing a moderate interruption or degradation of Vendor Service to the environment, or business operation. While immediate impact is moderate, the risk for increased impact may be apparent. The Incident is categorized as Severity 3 even if there is an automated or manual contingency plan that allows those affected to achieve a level approaching normal service delivery during the event. 4 business hours 4 business days 4-Minor 4 business hours Next software patch release 18.2 An Incident causing a minimal interruption or degradation of a Vendor Service to the environment, or business operation. (includes single User issues). An automated or manual contingency plan may be available. Response Time Service Level Metrics Service Level Metric Availability = (Total Monthly Minutes – Maintenance Time – Downtime) / Total Monthly Minutes – Maintenance Time) * 100% Availability – All Production Servers – The Vendor Data Center systems Availability – All Development/Test Servers (Hardware & OS) – Vendor Data Center systems Disaster recovery is recovery of the operating system, database, and all associated applications, network and web services. Database recovery is to within 15 minutes of last transaction posted before disaster. System Response Time based on mutually agreed upon interactive transactions. Objective is based on average permit of all transactions executed. Page 40 of 58 Resolution time Service Level /Objective 99% 95% 48 hours after a Disaster has been declared Dialog response time, 3 seconds or less, exclusive of network time 18.3 Change Category Change Control Criteria Notification Time Emergency A request representing a resolution to an existing problem that 2 hour. Sufficient lead needs to be implemented because of the negative impact or the time should be provided potential negative impact to the LEA’s business, if not implemented to allow the Vendor the time to plan, test and implement the change and allow for review within the change control procedure. Major A request that, if not successful, will impact a majority of users; cause extensive downtime; or has an extensive back-out process. At least 15 business days notification to plan and schedule the change. Significant A request that, if not successful, will impact a minority of users; cause acceptable downtime; or has a moderate back-out process. At least 8 business days notification to plan and schedule the change. Minor A request that, if not successful, will not impact users; cause no downtime; or has a simple back-out process. At least 4 business days notification to plan and schedule the change. 18.4 Category Data Exchange Description Data Import Data import is scheduled nightly with no manual intervention and no system outage. Email alerts automatically sent advising success or failure. When process fails, automatic restart. After 3 failures, vendor is alerted and escalation procedures begin. Log files are available for review and archived. Data Export Data exports can be scheduled on a regularly scheduled basis. Only changed records are exported. When process fails, automatic restart. After 3 failures, vendor is alerted and escalation procedures begin. Log files are available for review and archived. 18.5 Credit Amount for Failure to Meet SLA VENDOR provides monthly system logs of auditable metrics of Hosted Solution availability. Availability Credit Amount of Monthly Fee > 97.9% but < 99.5% 2% > 96.9% but < 97.9% 3% < 96.9% 5% Unsuccessful daily data transfer due to VENDOR error. 3% per day beginning with the 3 failure. Page 41 of 58 rd PRICE DELIVERY INFORMATION RFP 14-055GT Multiple Integrated Educational Systems Respondent must complete the open boxes using information supplied in the proposal. Fort Bend ISD reserves the right to purchase each component separately. Bidder: This proposal will need to include the cost of core product, and each add on module shall be listed separately. Training, programming and consulting costs shall be listed separately. Each year shall be quoted separately. Please include warranty, 24 x 7 support, and maintenance. Assessments & Reporting Core Product (software hardware, implementation, support service) Year 1 Year 2 Year 3 Year 4 Year 5 $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ Travel Expenses (if applicable) $ $ days: $ days: $ days: $ $ $ days: $ days: $ days: $ $ $ days: $ days: $ days: $ $ $ days: $ days: $ days: $ $ $ days: $ days: $ days: $ TOTAL PRICING $ Describe pricing model (by student or resources) Module 1: Module 2: Module 3: Training (specify # of days & hours each year) Programming (specify # of days & hours each year) Consulting (specify # of days & hours for each year) hrs.: hrs.: hrs.: Pricing for additional consulting: $_________ hourly Page 42 of 58 $ hrs.: hrs.: hrs.: $ hrs.: hrs.: hrs.: $ hrs.: hrs.: hrs.: $ hrs.: hrs.: hrs.: PRICE DELIVERY INFORMATION RFP 14-055GT Multiple Integrated Educational Systems Respondent must complete the open boxes using information supplied in the proposal. Fort Bend ISD reserves the right to purchase each component separately. Bidder: This proposal will need to include the cost of core product, and each add on module shall be listed separately. Training, programming and consulting costs shall be listed separately. Each year shall be quoted separately. Please include warranty, 24 x 7 support, and maintenance. Teacher Observation & Appraisal Year 1 Year 2 Year 3 Year 4 Year 5 Core Product (software hardware, implementation, support service) $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ Travel Expenses (if applicable) $ $ days: $ days: $ days: $ $ $ days: $ days: $ days: $ $ $ days: $ days: $ days: $ $ $ days: $ days: $ days: $ $ $ days: $ days: $ days: $ TOTAL PRICING $ Describe pricing model (by student or resources) Module 1: Module 2: Module 3: Training (specify # of days & hours each year) Programming (specify # of days & hours each year) Consulting (specify # of days & hours for each year) hrs.: hrs.: hrs.: Pricing for additional consulting: $_________ hourly Page 43 of 58 $ hrs.: hrs.: hrs.: $ hrs.: hrs.: hrs.: $ hrs.: hrs.: hrs.: $ hrs.: hrs.: hrs.: PRICE DELIVERY INFORMATION RFP 14-055GT Multiple Integrated Educational Systems Respondent must complete the open boxes using information supplied in the proposal. Fort Bend ISD reserves the right to purchase each component separately. Bidder: This proposal will need to include the cost of core product, and each add on module shall be listed separately. Training, programming and consulting costs shall be listed separately. Each year shall be quoted separately. Please include warranty, 24 x 7 support, and maintenance. Curriculum Year 1 Year 2 Year 3 Year 4 Year 5 Core Product (software hardware, implementation, support service) $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ Travel Expenses (if applicable) $ $ days: $ days: $ days: $ $ $ days: $ days: $ days: $ $ $ days: $ days: $ days: $ $ $ days: $ days: $ days: $ $ $ days: $ days: $ days: $ TOTAL PRICING $ Describe pricing model (by student or resources) Module 1: Module 2: Module 3: Training (specify # of days & hours each year) Programming (specify # of days & hours each year) Consulting (specify # of days & hours for each year) hrs.: hrs.: hrs.: Pricing for additional consulting: $_________ hourly Page 44 of 58 $ hrs.: hrs.: hrs.: $ hrs.: hrs.: hrs.: $ hrs.: hrs.: hrs.: $ hrs.: hrs.: hrs.: PRICE DELIVERY INFORMATION RFP 14-055GT Multiple Integrated Educational Systems Respondent must complete the open boxes using information supplied in the proposal. Fort Bend ISD reserves the right to purchase each component separately. Bidder: This proposal will need to include the cost of core product, and each add on module shall be listed separately. Training, programming and consulting costs shall be listed separately. Each year shall be quoted separately. Please include warranty, 24 x 7 support, and maintenance. Professional Development Learning Management System Year 1 Year 2 Year 3 Year 4 Year 5 Core Product (software hardware, implementation, support service) $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ Travel Expenses (if applicable) $ $ days: $ days: $ days: $ $ $ days: $ days: $ days: $ $ $ days: $ days: $ days: $ $ $ days: $ days: $ days: $ $ $ days: $ days: $ days: $ TOTAL PRICING $ Describe pricing model (by student or resources) Module 1: Module 2: Module 3: Training (specify # of days & hours each year) Programming (specify # of days & hours each year) Consulting (specify # of days & hours for each year) hrs.: hrs.: hrs.: Pricing for additional consulting: $_________ hourly Page 45 of 58 $ hrs.: hrs.: hrs.: $ hrs.: hrs.: hrs.: $ hrs.: hrs.: hrs.: $ hrs.: hrs.: hrs.: PRICE DELIVERY INFORMATION RFP 14-055GT Multiple Integrated Educational Systems II. Related Services What percentage discount could you offer FBISD off your pricing on services not listed above? (If this line is left blank, it will be considered a “no bid”. Please fill in the percentage discount even if it is 0%). _________% discount. III. Payment information: Please provide your payment remit address: IV. Please provide an e-mail address where purchase orders can be sent. E-mail: Additional Questions: 1. If the District considers awarding the proposal by individual components, will your company consider accepting the award? 2. Will you be able to implement the following two components by the August 2014 School Year? a. Assessment & Reporting Yes No b. Teacher Observation & Appraisal Yes No Page 46 of 58 Yes No FELONY CONVICTION NOTIFICATION State of Texas Legislative Senate Bill No. 1, Section 44.034, Notification of Criminal History, Subsection (a), states “a person or business entity that enters into a contract with a school district must give advance notice to the district if the person or an owner or operator of the business entity has been convicted of a felony. The notice must include a general description of the conduct resulting in the conviction of a felony”. Subsection (b) states “a school district may terminate a contract with a person or business entity if the district determines that the person or business entity failed to give notice as required by Subsection (a) or misrepresented the conduct resulting in the conviction. The District must compensate the person or business entity for services performed before the termination of the contract”. This Notice is Not Required of a Publicly-Held Corporation. I, the undersigned agent for the firm named below, certify that the information concerning notification of felony convictions has been reviewed by me and the following information furnished is true to the best of my knowledge. Vendor’s Name: Authorized Company Official’s Name (Printed): A. My firm is a publicly held corporation; therefore, this reporting requirement is not applicable. Signature of Company Official: B. My firm is not owned or operated by anyone who has been convicted of a felony. Signature of Company Official: C. My firm is owned or operated by the following individual(s) who has/have been convicted of a felony: Name of Felon(s): Details of Conviction(s): Signature of Company Official: RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE Page 47 of 58 CONFLICT OF INTEREST QUESTIONNAIRE PLEASE COMPLETE AND SIGN EVEN IF NO CONFLICT EXISTS For vendor or other person doing business with local governmental entity FORM CIQ This questionnaire reflects changes made to the law by H.B. 1491, 80th Leg., Regular Session. This questionnaire is being filed in accordance with Chapter 176, Local Government Code by a person who has a business relationship as defined by Section 176.001(1-a) with a local governmental entity and the person meets requirements under Section 176.006(a). By law this questionnaire must be filed with the records administrator of the local governmental entity not later than the 7th business day after the date the person becomes aware of facts that require the statement to be filed. See Section 176.006, Local Government Code. OFFICE USE ONLY Date Received A person commits an offense if the person knowingly violates Section 176.006, Local Government Code. An offense under this section is a Class C misdemeanor. Name of person who has a business relationship with local governmental entity. 1 2 Check this box if you are filing an update to a previously filed questionnaire. (The law requires that you file an updated completed questionnaire with the appropriate filing authority not later than the 7th business day after the date the originally filed questionnaire becomes incomplete or inaccurate.) 3 Name of local government officer with whom filer has employment or business relationship. Name of Officer This section (item 3 including subparts A, B, C & D) must be completed for each officer with whom the filer has an employment or other business relationship as defined by Section 176.001(1-a), Local Government Code. Attach additional pages to this Form CIQ as necessary. A. Is the local government officer named in this section receiving or likely to receive taxable income, other than investment income, from the filer of the questionnaire? Yes No B. Is the filer of the questionnaire receiving or likely to receive taxable income, other than investment income, from or at the direction of the local government officer named in this section AND the taxable income is not received from the local governmental entity? Yes No C. Is the filer of this questionnaire employed by a corporation or other business entity with respect to which the local government officer serves as an officer or director, or holds an ownership of 10 percent or more? Yes No D. Describe each employment or business relationship with the local government officer named in this section. Signature of person doing business with the governmental entity Date Name of Business/Company RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE Page 48 of 58 CERTIFICATION REGARDING LOBBYING CERTIFICATION FOR CONTRACTS, GRANTS, LOANS, AND COOPERATIVE AGREEMENTS The undersigned certifies, to the best of his or her knowledge and belief, that: 1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of a Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. 2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, “Disclosure Form to Report Lobbying”, in accordance with its instruction. 3) The undersigned shall require that the language of this certification be included in the award documents for all sub awards at all tiers (including subcontracts, sub grants and contracts under grants, loans, and cooperative agreements) and that all sub recipients shall certify and disclose accordingly. This certification is a material representation of fact upon which reliance was placed when this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, US Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. __________________________________ Company ___________________________________ Authorized Representative (Print) __________________________________ Signature ____________________________________ Date RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE Page 49 of 58 VENDOR DEBARMENT STATEMENT I have read the conditions and specifications provided in the bid document attached. I affirm, to the best of my knowledge, the company I represent has not been debarred or suspended from conducting business with school districts in the State of Texas. This certification is required by the regulations implementing Executive Order 12549, Debarment and Suspension, 7 CFR Part 3017, Section 3017.510, Participants’ responsibilities. The regulations were published as Part IV of the January 30, 1989, Federal Register (pages 4722-4733). Copies of the regulation may be obtained by contacting the Department of Agriculture Agency with which this transaction originated. ______________________________________________________________________ NAME OF COMPANY (Please Type) ____________________________________________________________________ MAILING ADDRESS CITY STATE ZIP ______________________________________________________________________ PREPARED BY (Please Type) ________________________ ___________________________________________ SIGNATURE TITLE ____________________ TELEPHONE NUMBER ____________________________________________ FAX NUMBER DATE Check here if you have an address or telephone number change: Yes____ No____ RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE Page 50 of 58 NO RESPONSE FORM RETURN ONLY IF YOU CHOOSE NOT TO SUBMIT A RESPONSE TO THIS SOLICITATION RFP 14-055GT Multiple Integrated Educational Systems Fort Bend ISD Please Print Whereas on the ___________ day of ____________________, 2014 (print name of company) __________________________________________________________________________ has reviewed FBISD’s solicitation RFP No. 14-055GT and elects not to submit a proposal: State the reason(s) for not submitting a proposal: _____________________________________________________________________________________ _____________________________________________________________________________________ ______________________________________________ Street Address ______________________________________________ City, State, Zip Code ______________________________________________ Telephone/Fax Number ______________________________________________ Name of Authorized Individual ___________________________________________ Signature of Authorized Individual Page 51 of 58 PROPOSAL SUBMISSION FORM RFP NO. 14-055GT Multiple Integrated Educational Systems Fort Bend ISD Please Print Whereas on the _____________ day of _____________________________, 2014 (print name of company) ___________________________________________________________________________ has reviewed RFP No.14-055GT and has responded in accordance with the terms and conditions which are incorporated herein. A copy may be obtained at http://www.fortbendisd.com/docs/purchasing/general-provisions-for-purchasingsolicitations-and-contracts.pdf or by contacting the Fort Bend ISD Buyer listed on the cover sheet. Any exception to the terms and conditions must be included in the firm’s response. Texas Education Code 44.031 Purchasing and Acquisition, FBISD Policy CH (Legal) Purchasing and Acquisition, FBISD Policy CH (Local): ______________________________________ _____________________________________ Street Address City, State, Zip Code ______________________________________ _____________________________________ Telephone Number Fax Number ______________________________________ ______________________________________ Name of Authorized Individual Signature of Authorized Individual RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE Page 52 of 58 CONTRACTOR CERTIFICATION Introduction: Texas Education Code Chapter 22 requires entities that contract with school districts to obtain criminal history records on covered employees. Covered employees with disqualifying criminal histories are prohibited from serving at a school district. Contractors must certify to the district that they have complied and must obtain similar certifications from their subcontractors. Definitions: Covered individuals: Individual who have or will have continuing duties related to the service to be performed and have or will have direct contact with students. The District will be the final arbiter of what constitutes direct contact with students. Disqualifying criminal history: (1) a conviction or other criminal history information designated by the District; (2) a felony or misdemeanor offense that would prevent a person from obtaining certification as an educator under Texas Education Code § 21.060, including 19 Tex. Admin. Code §249.16; or (3) one of the following offenses, if at the time of the offense, the victim was under 18 or enrolled in a public school: (a) a felony offense under Title 5, Texas Penal Code; (b) an offense for which a defendant is required to register as a sex offender under Chapter 62, Texas Code of Criminal Procedure; or (c) an equivalent offense under federal law or the laws of another state. ____ On behalf of _________________________________________________ (“Contractor”), I certify that [check one]: [ ] None of Contractor’s employees are covered individuals, as defined above. If this box is checked, I further certify that Contractor has taken precautions or imposed conditions to ensure that Contractor’s employee will not become covered individuals. Contractor will maintain these precautions or conditions throughout the time the contracted services are provided. Or [ ] Some or all of Contractor’s employees are covered individuals. If this box is checked, I further certify that: 1. Contractor has obtained all required criminal history record information regarding its covered individuals. None of the covered individuals has a disqualifying criminal history. 2. If Contractor receives information that a covered individual subsequently has a reported criminal history, Contractor will immediately remove the covered individual from contract duties and notify the District in writing within three business days. 3. Upon request, Contractor will provide the District with the name and any other requested information of covered individuals so that the District may obtain criminal history record information on the covered individuals. 4. If the District objects to the assignment of a covered individual on the basis of the covered individual’s criminal history record information, Contractor agrees to discontinue using the covered individual to provide services at the District. Noncompliance or misrepresentation regarding this certification may be grounds for contract termination. ________________________________________ ____________________________ Signature Date RETURN THIS DOCUMENT AS PART OF YOUR RFQ Page 53 of 58 HUB OR MINORITY OWNED BUSINESS (Tracking Purposes Only) 1. Is your company owned (51% or more) by an individual or individuals designated as minority, woman-owned or handicapped? YES___NO___ 2. If you answered yes to question number (1), please submit a copy of the applicable certification with your proposal document. Fort Bend Independent School District does not currently maintain set-asides or give preference to HUB proposals. The above information is solicited for the purpose of statistical tracking only. The Fort Bend Independent School District’s Supplier Diversity Program ensures that the District will use its best efforts to inform small, women-owned, and minority businesses of current and future purchasing activities. The District encourages the participation of these businesses in purchasing of all goods and services. This information can be found at:http://www.fortbendisd.com/departments/business-andfinance/purchasing/supplier-diversity-program FORT BEND INDEPENDENT SCHOOL DISTRICT Affidavit of Non-Discriminatory Employment This company, Contractor, or Subcontractor agrees to refrain from discrimination in terms and conditions of employment on the basis of race, color, religion, sex, or national origin, and agrees to take affirmative action as required by Federal Statutes and rules and regulations issued pursuant thereto in order to maintain and insure non-discriminatory employment practices. _____________________________________ Signature _____________________________________ Printed Name & Title _____________________________________ Company Name RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE Page 54 of 58 MWBE REGISTRATION APPLICATION (Tracking purpose only) Fort Bend Independent School District Purchasing Department 555 Julie Rivers Drive Sugar Land, TX 77478 (281) 634-1801 Fax: (281) 634-1829 Instructions: To become registered with FBISD as a certified minority and/or woman owned business enterprise (MWBE) firm, complete this application, and attach a copy of your MWBE certificate. Mail or fax to the Purchasing Office at the above address. Name of Company: Mailing Address: City/State: Telephone Number: Remit to Address (if different from above): Mailing Address: City/State: Federal I.D. No: E-mail Address: Owner’s Name: Please Check the Block That Applies Business Code: 10 Sole Proprietorship 30 Corporation MWBE Ownership: 100 African-American 300 Asian 500 Native American Gender: 100 Male Business Location: 100 Houston 300 Out of State (HQ) 20 40 Partnership Joint Venture 200 400 600 Hispanic Asian Indian White Female 200 Female 200 400 Texas Fort Bend County Houston Minority Business Council Women’s Business Enterprise Alliance City of Houston HUB (State of Texas) Historically Underutilized Businesses Signature of Authorized Agent: Title: Date: RETURN THIS DOCUMENT IN BID/PROPOSAL PACKAGE Page 55 of 58 FORT BEND I.S.D. INSURANCE REQUIREMENTS Contractor shall maintain insurance coverage in the amounts specified below and furnish to District. If any work provided for or to be performed under any Specifications is sub-let (as otherwise permitted by the terms of such Specifications), the contractor shall require the subcontractor to maintain and furnish him with satisfactory evidence of Workers Compensation, Employer’s Liability and such other forms and amounts of insurance which the contractor deems reasonably adequate. Certificates of Insurance on the current ACORD form shall be issued to District showing all required insurance coverage. Insurance Required Automobile Liability insurance covering Any Auto Limit Required $1,000,000 Combined Single Limit Comprehensive (Commercial) General Liability insurance including Products, Completed Operations, Independent Contractors, Broad Form Property Damage, Pollution and Blanket Contractual Liability coverage. XCU exclusions to be removed when underground work is performed. $2,000,000 Aggregate, Occurrence and Personal Injury $ 500,000 Fire Damage $ 5,000 Medical Payments Professional Errors & Omissions Liability insurance may be required from all contractors and licensed or certified as professionals; e.g., engineers, architects, insurance bidders, physicians, attorneys, banks, financial consultants, etc. Per Project Aggregate Evidence of coverage must be shown on certificates of insurance. Consultant on a limited basis with the district in the area of student support and staff development; $1,000,000 One time project limit all other consulting services; $2,000,000 Occurrence & Aggregate minimum, $5,000,000 Maximum Limit $50,000 Deductible Retroactive Date preceding date of contract must be shown Extended Reporting Period three years past completion of contract Workers Compensation insurance with limits to comply with the requirements of the Texas Workers' Compensation Act. Statutory Limits Employers Liability insurance Umbrella or Excess Liability insurance (excess of primary General Liability, Automobile Liability and WC Coverage B) $1,000,000 One time contract amount for all contracts exceeding: Contract Limit $100,000 - $2,000,000 total limit $500,000 - $10,000,000 total limit $1,000,000 (plus)- $25,000,000 total limit Limits for primary policies may differ from those shown when Umbrella or Excess Liability insurance is Page 56 of 58 provided. Insurance Conditions All insurance coverage shall be issued on an Occurrence basis (except Professional Liability) by companies acceptable to District and licensed to do business in the State of Texas by the Texas Department of Insurance. Such companies shall have a Best's Key rating of at least "A- X". All certificates must include: 1. The location or description and the bid number, CSP number or Purchase Order number 2. A 60 day notice of cancellation of any non-renewal, cancellation or material change to any of the policies 3. "Additional Insured" on the Property, General Liability, Automobile Liability and Umbrella (Excess) Liability policies naming the District. 4. A "Waiver of Subrogation" clause in favor of the District will be attached to the Workers Compensation, General Liability, Automobile Liability, Umbrella Liability and the Property insurance policies. 5. In addition to certificates of insurance, copies of policy endorsements must be provided (a) listing the District as Additional Insured, and (b) showing waivers of subrogation in favor of the District: CG2010, CG2037, CG2404, CA0070, CA0032, WC0003 or their equivalents. All insurance must be maintained for one year following substantial completion with Certificates of Insurance provided. Contractor shall be responsible for payment of all deductibles; the District shall approve the deductibles selected. If any policy has aggregate limits, a statement of claims against the aggregate limits is required. The District reserves the right to review the insurance requirements during the effective period of any contract to make reasonable adjustments to insurance coverage and limits when deemed reasonably prudent by District based upon changes in statutory laws, court decisions or potential increase in exposure to loss. Fort Bend Independent School District 555 Julie Rivers Drive Sugar Land, TX 77479 Page 57 of 58 MAP TO FBISD DISTRIBUTION CENTER The Fort Bend ISD Distribution Center is located at 555 Julie Rivers Drive in Sugar Land. Not all mapping services and GPS services have the location correct, but we have found Google Maps to be most accurate. The link to the Google Maps directions to the Distribution Center is: https://maps.google.com/maps?q=555+Julie+Rivers+Drive,+Sugar+Land,+TX&ie=UTF8&hq=&hnear=0x8640e7a9b4f0db83:0xdaaa49b5ced8406a,555+Julie+Rivers+Dr,+Sugar+Land,+TX+77 478&gl=us&daddr=555+Julie+Rivers+Dr,+Sugar+Land,+TX+77478&ei=oQguUpaPLbK2AXz8YCgCQ&ved=0CCsQwwUwAA When traveling from Houston on HWY 59 S., take the Corporate Dr/US-90/Stafford/Sugar Land exit. Stay right on the frontage, turn right onto Corporate Drive. At the intersection of Corporate Drive and Julie Rivers Drive, proceed straight into Sugar Land Center. Drive all the way the back. The FBISD Distribution Center is the last warehouse on the right and faces a railroad track. From 90A, turn onto North over the railroad tracks onto Dairy Ashford Blvd. Take the first left onto Julie Rivers Dr. and proceed to the 4-way stop at Corporate Drive. Make a left into Sugar Land Center and the FBISD Distribution Center will be the last warehouse on the right facing the railroad tracks. Page 58 of 58
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