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					                                                                                                                                                      January 30, 2012

                                          BOARD OF EDUCATION of the MEMPHIS CITY SCHOOLS

                                                     PROCUREMENT SERVICES
                2597 Avery Avenue, Room 126  Memphis, Tennessee 38112-4892  Phone (901) 416-5376
                (This proposal will not be accepted electronically or by facsimile. All proposals must be mailed to the above address.)


                                                  REQUEST FOR PROPOSAL
                                                                              (NOT AN ORDER)

Please submit proposals on the item(s) listed below. The right is reserved to reject any or all bids. If substitutions are offered, give full particulars. There will
be a public opening of this proposal no later than          14th of February @ 2:00 P.M., 2012
                                                       ___________________________________________________________________________________________________

The Memphis City Schools reserves the right to accept or reject any or all proposals, or any part thereof, and to waive any informalities and/or technicalities that are deemed to be
in the best interest of the Memphis City Schools. Successful vendor shall be paid only when delivery is complete. *Material safety data sheets (MSDA) must accompany all
shipments covered under the Tennessee Hazardous Chemical Right To Know Law: Tennessee Public Chapter #417 – House bill #731.


                                                                Proposal for
                                                 Professional Learning Management System

      Memphis City Schools (“MCS”) invites the submission of Proposals for the provision of the services described
                     above (“Proposals”) in accordance with the specifications enclosed herewith.

    Proposals MUST be received by MCS by the due date and time set forth above. Questions regarding submission
                       of Proposals may be directed to Renna’ Green at greenr@mcsk12.net.

                                                                    Issued by Renna’ Green




We propose to furnish the item(s) listed below at prices quoted and guarantee safe delivery F.O.B. delivered and as specified. These prices are submitted
with a declaration that no Memphis City Schools Board of Education Commissioner or employee has a financial or beneficial interest in this transaction.

INVOICES WILL BE PAID ACCORDING TO TERMS BID                                                  TIME REQUIRED FOR DELIVERY________________DAYS


_______________________________________________________________                               TERMS______________________________________________________________
                      NAME OF FIRM

_______________________________________________________________                               PHONE_____________________________FAX #____________________________
                         ADDRESS

_______________________________________________________________                               E-MAIL ADDRESS____________________________________________________
CITY                      STATE                      ZIP CODE


___CHECK HERE IF YOU ARE A MINORITY VENDOR                                                    _____________________________________________________________________
                                                                                                                     PRINT AUTHORIZED REPRESENTATIVE NAME
___CHECK HERE IF YOUR COMPANY QUALIFIES AS A LOCAL VENDOR

                 PLEASE NOTE: Per the Local Vendor Preference Resolution adopted by the MCS Board of Commissioners on June 6, 2005,
                 local vendors must have physical address located within the limits of Shelby County. A Post Office Box is not acceptable.

______CHECK HERE IF YOU ATTACHED A COPY OF A VALID SHELBY COUNTY BUSINESS LICENSE.

“Memphis City Schools does not discriminate in its programs or employment on the basis of race, color, religion, national origin,
handicap/disability, sex or age. For more information, please contact the Office of Equity Compliance at (901) 416-6670.”
                                      Table of Contents

SECTION A   ANNOUNCEMENT .................................................................................. 3

SECTION B    SCOPE OF SERVICES ........................................................................ 6

SECTION C   INSTRUCTIONS TO RESPONDENTS..................................11

SECTION D   FAIR BUSINESS PROGRAM .......................................................21

SECTION E   PRICING SCHEDULE…………………………....................................23


SECTION F   QUESTIONNAIRE……………………………….……26

SECTION G   FORMS AND DOCUMENTS....................................………………47
              VENDOR INFORMATION
              SECOND TIER PURCHASING
              DEBARMENT AND SUSPENSION STATEMENT




                                                        ii
  SECTION A

ANNOUNCEMENT




      3
January 30, 2012
                                                  ANNOUNCEMENT

                                               Request for Proposals:
                                     Professional Learning Management System


With this request for proposal (this “RFP”), Memphis City Schools (“MCS”) hereby solicits submissions of written
proposals (“Proposals”), on a competitive basis, from qualified companies (“Respondents”) to provide for MCS the
services described herein, all in accordance with the terms and conditions detailed herein. In particular, the services
sought by MCS will require the Respondent to provide the following:

The Memphis City Schools District is requesting proposals for a Professional Learning Management System to
track professional learning for 16,000+ employees.

Each Respondent must submit their mission statement and customer focus with their proposal.

Memphis City Schools reserves the right to reject or accept any or all documents submitted. Memphis City Schools shall
have the right to consider factors other than the proposal response in awarding a contract.

Respondents are required to include a copy of standard contract, modified as deemed necessary for this RFP. This
contract will be considered only as a sample. Memphis City Schools reserves the right to modify or reject the sample
contract in the event the Respondent is selected.


(All of such services are referred to herein as the “Services”). More information about the requirements pertaining to the
Services is set forth in Section B of this RFP.




                                                            4
Submission of Proposals

Proposals will be accepted until 2:00 p.m. on February 14, 2012. PROPOSALS RECEIVED AFTER THIS TIME
WILL NOT BE ACCEPTED. One (1) original hard copy, one (1) flash drive or CD and ten (10) hard copies of your
Proposal must be submitted including all attachments, forms and other related documents. Electronic document must be
in PDF consolidated into (1) document. Multiple documents will result in disqualification. MCS RESERVES THE
RIGHT TO CONTRACT IN THE BEST INTEREST OF MCS, AND TO REJECT ANY AND ALL PROPOSALS
AT ANY TIME PRIOR TO AWARD.

Proposals must be sealed in a container marked on the lower left-hand corner with the name and address of the
Respondent. MCS will date stamp the container with the submission date and the submission time. In addition, the sealed
container in which the Proposal is submitted should be labeled “Professional Learning Management System”. FAXED
RESPONSES WILL NOT BE ACCEPTED.

All completed Proposals and accessory documents should be mailed or delivered to:

                                                 RENNA’ GREEN
                                            PROCUREMENT SERVICES
                                            MEMPHIS CITY SCHOOLS
                                              2597 AVERY AVENUE
                                                    ROOM 126
                                           MEMPHIS, TENNESSEE 38112

Inquiries for information regarding procurement procedures, proposal submission requirements or other
administrative concerns may be directed to Procurement Services at (901) 416-5376.




                                                          5
   SECTION B

SCOPE OF SERVICES




        6
                                                   SCOPE OF SERVCES
                                 Professional Learning Management System

1.0      THE SERVICES.

1.1     The Services. MCS hereby solicits submissions of written Proposals, on a competitive basis, from qualified
Respondents to provide for MCS the services described herein, all in accordance with the terms and conditions detailed
herein. In particular, the services sought by MCS will require the Respondent to provide a “Professional Learning
Management System” to track professional learning for 16,000+ employees.


RELEVANT EXPERIENCE AND REFERENCES
   Companies submitting this proposal should be able to show prior success in implementing this type of project
     with similar clients in terms of size and solution needs.
   Describe at least three projects of similar scope and size, performed within the last three years that will serve to
     demonstrate your organization's ability to perform this project. Include a description of the client’s need and the
     deliverables your organization created to address their need.
   In addition to the descriptions, provide references for the projects described including the name of a contact as
     well as the address, phone number and e-mail address where the contact may be reached. We may, at our sole
     discretion, contact the references provided.

PROJECT APPROACH, WORKPLAN AND TEAM

Providers shall outline the approach they will take to create the desired system. Please include a detailed work plan. Also
include an organization chart of the proposed vendor team with information on roles, responsibilities, and bios for key
team members.


GENERAL REQUIREMENTS:

         The proposed system must include, but not necessarily be limited to the following capabilities:

      1. Interface with MCS’ Active Directory System with unique identifications and continuous access on and off the MCS
          network 24/7
      2. Import data from the current system without loss of hours or credits
      3. Register and reserve space for classes
      4. Capacity to create groups within the system to receive individual feedback on their course progress
      5. Import courses from other vendors
      6. Create courses and multiple types of assessments.
      7. Compilation of reports by course, region, grade level, work location and system wide reporting
      8. Reports must meet federal compliance requirements
      9. Reports must be available by start and stop date, clock hours and TASL credit
      10. Transcript of participant credits must be continuously available
      11. System must facilitate e-mail communication between course facilitators and course participants using Microsoft
          Outlook 2010
      12. Discussion feature must be available for selected courses




                                                                7
TECHNICAL REQUIREMENTS:

The following information must be submitted with the proposal in order to be considered:

   1. Provide details for hardware cost such as servers, storage, etc.
   2. Provide details for software cost including base software, database cost, any customization cost, support, backups
      and maintenance.
   3. Provide details support staff structure need to install, support and administer the product.
   4. Provide details for installing/customizing interfaces needed.

       (All of such services are referred to herein as the “Services”).

       1.2     Intent to Contract. MCS, a governmental agency and school district organized under the laws of the State
       Tennessee, desires to enter into an agreement pursuant to which the Services described above will be provided
       (the “Agreement”), all subject to the terms and conditions set forth in this RFP and any agreed upon modifications
       or additions hereto. The basic purpose of this RFP is for the Respondent to provide to MCS the Services
       described above.

       1.3     Joint Ventures. Respondents are encouraged to enter joint ventures for the purposes of responding to this
       RFP and providing the Services. Respondents are particularly encouraged to enter joint ventures with local small
       business enterprises, as defined in the MCS Fair Business Program. A copy of the Fair Business Program may be
       obtained by calling the MCS Office of Contract Services at (901) 416-1143, by requesting a copy in person at
       2597 Avery, Room 114, Memphis, Tennessee 38112 or on-line from the website located at www.mcsk12.net

2.0     DURATION OF THE AGREEMENT. The term of the Agreement shall commence on the date that the
Agreement is executed by all parties thereto. Thereafter, unless earlier terminated, the term of the Agreement shall
continue for an initial term of one (1) year. The Agreement shall reserve for MCS the unilateral option of extending the
term of the Agreement for two (2) additional terms of one (1) year each, provided that the maximum duration of the
Agreement shall not exceed three (3) years. The Agreement shall also contain a provision granting to MCS the right to
terminate the Agreement, with or without cause, upon thirty (30) days notice. (Hereinafter, the period from the time of
commencement of the term of the Agreement until the time of expiration of the term of the Agreement shall be referred to
as the “Agreement Term”).

3.0    FORMAT OF PROPOSAL. The Proposal submitted by the Respondent must contain the following
information, which information collectively constitutes the Proposal.

       3.1     Description of the Services. The Proposal must contain a thorough description of the Services being
       offered in response to this RFP. The Proposal should show that the Services being provided, at a minimum, meet
       the specifications set forth in this RFP. All requests included in this RFP for information regarding the Services
       should be included in this part of the Proposal, including but not necessarily limited to the following:

               a.       Cover Letter Referencing the RFP;

               b.       Table of Contents;

               c.       Respondent’s Background

               d.       Respondent’s Mission Statement and Customer Focus

               e.      A description of any additional services the Respondent believes are necessary to fully provide
               the Services or which the Respondent believes would be beneficial to MCS within the context of the
               Services requested in this RFP; and

               f.       Any other relevant information about the proposed Services deemed to be material.
                                                             8
3.2     Description of the Respondent. The Proposal must contain a thorough description of the background of
the Respondent and sufficient evidence showing that the Respondent is capable of providing the Services. All
requests included in this RFP for information describing the Respondent should be included in this part of the
Proposal, including but not necessarily limited to the following:

       a.      A brief description of the history and mission of the Respondent, including the Respondent’s
       background and mission statement, the length of time the Respondent has been in business, a description
       of the Respondent’s organizational structure and a description of the Respondent’s customer make-up;

       b.      Disclosure of the Respondent’s Dunn and Bradstreet number;

       c.      References of the Respondent, including at least three (3) other clients for whom the Respondent
       has provided services similar to the Services (with preference given to clients comparable to MCS) and,
       for each such reference, the business name, the identification of a contact person, the title of the contact
       person, a telephone number and email address;

       d.       Disclosure of the volume of sales the Respondent has had in each of its past two fiscal years;

       e.      A description of the number and qualifications of the Respondent’s employees who will
       participate in the performance of the Services, including the total number of employees at the
       Respondent’s Memphis location, if any, the names and titles of key employees who will be assigned to
       provide the Services, a description of the role to be filled by each such key employee and a resume of
       each such key employee;

       f.       A description of any other resources available to the Respondent that will be useful in providing
       the Services;

       g.        A description of the business design of the Respondent, including the number and locations of
       facilities and offices of the Respondent and specification of the location of the home office of the
       Respondent;

       h.      A statement of whether the Respondent has been certified by any certification agency as a
       minority business enterprise or any other type of business qualified for an allowable preference under the
       MCS Fair Business Program and, if so, a copy of written documentation supporting such certification;

       i.      A description of the methods used by the Respondent to measure the satisfaction of its clients;

       j.      Any other relevant information about the capabilities of the Respondent deemed to be material.

3.3     Experience of the Respondent. A sufficient description of the experience and knowledge base of the
Respondent to show the Respondent’s capabilities should be included in the Proposal. At a minimum, the
description of the experience and knowledge base of the Respondent included in the Proposal should include, but
not necessarily be limited to, the following:

       a.      A statement of how long the Respondent has provided services similar to the Services requested
       herein;

       b.       A general description of the Respondent’s experience and background in providing services
       similar to the Services requested herein;

       d.      A statement regarding previous experience, if any, in providing the Services to MCS.



                                                   9
               e.      Any other relevant information about the experience and knowledge base of the Respondent
               which is deemed to be material.

       3.4      Sample Contract. A sample agreement, substantively similar to the agreement the Respondent proposes
       to use if awarded the final contract, should be included in the Proposal.

       3.5    MCS Fair Business Program Forms. The MCS Fair Business Program forms referenced in Section D of
       this RFP, completed and properly executed, must be included in the Proposal along with any additional
       documentation required or permitted thereby.

       3.6     Pricing Schedule. See the pricing schedule contained in Section E of the RFP.


4.0     COMPENSATION. The successful contractor will be compensated for the Services provided in accordance
with any other compensation arrangement negotiated between MCS and the successful contractor. To the extent the
provisions of this paragraph contradict any provision regarding compensation set forth in Section C of this RFP, the
provisions set forth in this paragraph shall govern.

5.0    BONDING REQUIREMENTS.

        The successful contractor shall be required under the Contract to comply with the bonding requirements listed
below, if any.

       5.1     See Section 11:22-11:23




                                                         10
         SECTION C

INSTRUCTIONS TO RESPONDENTS




            11
                                        INSTRUCTIONS TO RESPONDENTS

1.0     PURPOSE. Memphis City Schools (“MCS”) hereby solicits submission of written proposals (“Proposals”), on a
competitive basis, from qualified companies (the “Respondents”) capable of providing the scope of products or services
described in Section B hereof (the “Services”). These instructions provide detailed legal and technical requirements for
the acquisition of the Services. This Request for Proposal (this “RFP”) will become part of any final contract entered
between MCS and the Respondent for the provision of the Services.

MCS will review and evaluate the Proposals submitted and, ultimately, will enter into a contract with the successful
Respondent for the Services. The Services are more particularly described in Section B of this RFP, which section is
entitled “Scope of Services”.

2.0       PERIOD OF CONTRACT PERFORMANCE. The period of performance for the Services to be provided to
MCS by the Respondent as a result of this RFP and any resulting contract or agreement shall be as agreed and negotiated.
It is the intent of MCS to award a contract, or agreement, for the term, or duration, defined in Section B of this RFP. The
contract or agreement resulting from this RFP shall also contain a provision granting to MCS the right to terminate the
Agreement, with or without cause, upon thirty (30) days notice. A sample agreement containing provisions consistent
with the provisions set forth in this paragraph must be included with the Proposal.

3.0      QUESTIONS REGARDING THIS RFP. Questions or requests for clarification of issues and terms pertaining
to this RFP must be submitted in writing via e-mail greenr@mcsk12.net, and must be received by MCS no later than 2:00
p.m. Central Standard Time, on February 6, 2012. Questions should include an e-mail address and should specifically
reference the section of the RFP to which the question pertains. All questions must be submitted in writing. IN ORDER
TO PREVENT AN UNFAIR ADVANTAGE TO ANY RESPONDENT, VERBAL QUESTIONS WILL NOT BE
ANSWERED. These guidelines for communication have been established to ensure a fair and equitable evaluation
process for all Respondents. Any attempt to bypass the above lines of communication may be perceived as establishing
an unfair or biased process and will lead to disqualification.

4.0     PRE-PROPOSAL CONFERENCE. No pre-Proposal conference will be held.

5.0      MINIMUM STANDARDS. The successful contractor shall be capable of providing the Services in accordance
with the minimum standards, specifications and performance requirements, as well as in accordance with all of the terms
and conditions, stated in this RFP. The standards, specifications, performance requirements, terms and conditions set
forth in this RFP reflect the primary considerations of MCS concerning the minimum services and capabilities expected,
but may not necessarily reflect all the services and capabilities required. Additional standards, specifications,
performance requirements, terms and conditions may be set forth in the final contract. In this regard, the successful
contractor shall furnish all management and resources (including but not limited to personnel, technical support,
computerized and other systems support, equipment, materials and miscellaneous supplies) necessary to provide the
Services in a thorough, comprehensive, timely, efficient and effective manner.

6.0     SPECIFICATIONS. The Respondent, if and when it is awarded a contract, shall provide all the Services
described in Section B of this RFP, entitled “Scope of Services”.

7.0     PROPOSAL PREPARATION AND SUBMISSION REQUIREMENTS.

        7.1     General Requirements. In order to be considered for selection, successful Respondents must submit a
        complete response to this RFP. One (1) original hard copy, one (1) flash drive or CD and ten (10) hard copies of
        your Proposal must be submitted including all attachments, forms and other related documents. Electronic
        document must be in PDF consolidated into (1) document. Multiple documents will result in disqualification.
        Proposals submitted by telegraphic or facsimile will not be considered. Proposals should be prepared simply and
        economically, providing a straightforward, concise description of the Respondent’s capability of satisfying the
        requirements of this RFP.



                                                            12
       7.1.1 Signatures; Completeness. Proposals shall be manually signed by an authorized representative of
       the Respondent. The printed name and title of the person signing the Proposal must appear on the
       signature page of the Proposal. Proposals must concisely set forth all of the information requested by this
       RFP in a full, accurate and complete manner, including all required attachments. If any required
       information is not contained in the Proposal, the Proposal will be considered non-responsive and,
       consequently, will not be considered.

       7.1.2 Simplicity. Proposals should be prepared simply and economically, providing a straightforward,
       concise description of the Respondent’s capability of satisfying the requirements of this RFP. Emphasis
       should be on completeness and clarity of content. Responses should focus on efficient and cost effective
       systems which ensure cost management, timely services and minimized paperwork.

       7.1.3 Binding. Each copy of the Proposal should be bound or contained in a single 1” volume. All
       documentation submitted with the Proposal should be contained in that single volume.

7.2     Place and Time for Submission. Proposals will be received by MCS at its Procurement Services office
located at 2597 Avery, Room 126, Memphis, Tennessee 38112, until 2:00 P.M. LOCAL TIME ON
FEBRUARY 14, 2012 (the “Submission Deadline”). PROPOSALS RECEIVED AFTER THIS DATE AND
TIME WILL BE REJECTED AND WILL BE RETURNED TO THE RESPONDENT UNOPENED. FOR
HAND DELIVERY, PLEASE ALLOW TIME FOR SECURITY CHECK-IN WHEN ENTERING THE
FACILITY.

       7.2.1 Delivery. All Proposals shall be deemed received when delivered to the above address. Each
       Respondent is solely responsible for ensuring that its Proposal is timely delivered. Any Respondent who
       relies on overnight delivery services, the United States mail, private mail services, local couriers or any
       other delivery service remains solely responsible for the timely delivery of its Proposal and assumes all
       risk of late delivery, mis-delivery and non-delivery (See 7.2). Respondents may verify delivery of
       Proposals by contacting MCS at (901) 416-5376.

       7.2.2 Receipt by MCS; Markings. Upon receipt, all Proposals will be date-stamped, time-stamped,
       logged and deposited by MCS staff. Respondents are reminded that all Proposals must be securely sealed
       and clearly marked.

7.3    Pricing. Pricing information shall be provided on the pricing schedule form attached to this RFP. In
determining its pricing proposal, the Respondent should take into account the following considerations.

       7.3.1 Tax Exemption. MCS is a tax-exempt entity and, as such, is exempt from the payment of taxes,
       including but not limited to sales and use taxes, federal excise taxes and federal high use taxes.

       7.3.2 Extra Charges. Unless agreed by the parties in writing, charges in excess of the amounts agreed
       upon in the final contract shall not be allowed.

7.4     Forms. Along with the Proposal, the Respondent will provide signed copies of all forms required by this
RFP to be submitted. Information required by any forms must be submitted on the forms furnished. If erasures or
other changes appear on the forms, such erasures or changes shall be initialed by the person(s) signing the form
and the Proposal.

7.5    Identity of the Respondent. The Proposal must reveal the full name and business address of the
Respondent. MCS will enter an agreement only with the person or entity named as the Respondent in the
Proposal of the successful contractor.




                                                  13
      7.6    Modifications Following Submission. Modifications of Proposals following submission will be allowed,
      provided the modification is received by the MCS at the place designated for submission of Proposals prior to the
      Submission Deadline.

      7.7     Duration of Validity. Proposals shall be valid for a minimum period of ninety (90) days subsequent to the
      Submission Deadline. Proposals expiring less than ninety (90) days from Submission Deadline will be considered
      non-responsive and, consequently, will not be considered.

8.0   CHANGES TO THE SPECIFICATIONS. Any modification, amendment or other change to this RFP will be
      made by MCS via written addendum and will be forwarded to all persons and firms to whom the RFP has been
      transmitted. Any unapproved deviation, exception, substitute, alternate or conditional qualification contained in a
      Proposal may be cause for rejection of the Proposal.

9.0   EVALUATION PROCESS.

      9.1      Evaluation Committee. MCS will appoint an evaluation committee, consisting of representatives of
      MCS, to evaluate submitted Proposals and recommend a Respondent for a final contract with MCS for provision
      of the Services. The committee will apply the evaluation criteria set forth in this RFP, or in any addenda hereto
      that may be issued by MCS, in order to identify a Respondent for a final contract. An evaluation criterion is
      deemed to include any unstated “subcriterion” that logically might be included within the scope of the stated
      criterion.

      9.2     Evaluation. The evaluation committee shall consider a number of criteria in determining with which
      Respondent and MCS will enter a final contract. MCS may request additional information from any Respondent
      at any time after the Submission Deadline. However, unsolicited information may not be accepted from any
      Respondent after the Submission Deadline. MCS will assume that all Proposals are complete as received.

              9.2.1   Evaluation Criteria. Proposals shall be evaluated based upon the following criteria:

                      9.2.1.1 The extent to which the Services offered in response to this RFP meet or exceed the
                      minimum specifications required of the Services;

                      9.2.1.2 The ability of the Respondent to provide the Services requested or offered;

                      9.2.1.3 The quality of the Services being offered by the Respondent;

                      9.2.1.4 The willingness of Respondent to meet the MCS compensation/billing rate

                      9.2.1.5 Any and all other factors the evaluation committee deems reasonably applicable.

      9.3     Oral Presentation. MCS reserves the right to interview, or require an oral presentation from, any
      Respondent for clarification of information set forth in the Respondent’s Proposal. In this regard, at the discretion
      of the evaluation committee, some or all Respondents who submit an Proposal in response to this RFP may be
      asked submit to an interview or give an oral presentation of their respective Proposals to the evaluation
      committee. If so, this is not to be a presentation restating the Proposal, but rather an in-depth analysis of certain
      qualifications of the Respondent. The interview or oral presentation, if utilized, is intended to provide an
      opportunity for the Respondent to clarify or elaborate on its qualifications without restating the Proposal. The
      interview or oral presentation is to be a fact-finding and explanation session only and is not to be used to negotiate
      any terms of contract. Interviews and oral presentations are strictly an option of MCS or its evaluation committee
      and, consequently, may or may not be conducted. All travel expenses to and from the interview or oral
      presentation shall be the responsibility of the Respondent.

      9.4     Qualifications of the Respondent. MCS may make such reasonable investigations as deemed proper and
      necessary to determine the ability of the Respondent to provide the Services. The Respondent shall furnish to

                                                           14
        MCS all such information and data as may be requested for this purpose. MCS further reserves the right to reject
        any Proposal if the evidence submitted by, or investigation of, the Respondent fails to satisfy MCS that the
        Respondent is properly qualified to carry out the obligations required in this RFP and the final contract and to
        provide the Services contemplated therein.

        9.5     Inspections. MCS reserves the right, at reasonable times, to inspect the part of the plant or place of
        business of the Respondent or any subcontractor thereof which is related to the performance of any contract
        awarded or proposed to be awarded by MCS. MCS further reserves the right, at reasonable times and places, to
        audit the books and records of any Respondent who has submitted a Proposal to the extent that such books and
        records relate to cost or pricing data contained in the Proposal.

10.0     AWARD OF CONTRACT. The final contract for provision of the Services will ultimately be awarded to the
Respondent deemed by MCS in its sole discretion to be the lowest responsive and responsible Respondent. In
determining which Respondent is the lowest responsive and responsive Respondent, MCS will consider which
Respondent is fully qualified and best suited, offers the best Services for the most reasonable price and is altogether most
advantageous to MCS among those submitting Proposals in response to this RFP, as determined based upon evaluation of
the criteria set forth in this RFP and upon the results of negotiations. Terms of engagement will be established with the
selected Respondent, and the final contract will be awarded in the manner deemed by MCS to be fair and most
advantageous to MCS.

        10.1     Rejection of Proposal. MCS reserves the right to reject any or all Proposals and to waive informalities
        and irregularities in any or all Proposals submitted. In this regard, MCS, at its own discretion and at any time
        prior to award, may cancel this RFP or reject any Proposal, in whole or in part, and is not required to furnish a
        statement of the reason why a particular Proposal was rejected or was not deemed to be the most advantageous.

        10.2    Bid Preferences. MCS applies a five percent (5%) bid preference to Respondents that qualify as local
        businesses. In the event that federal funds are used to fund this purchase and/or services, the Local Preference
        Program may not apply.

        10.3    Negotiation and Approval of Contract. Should, at any time, MCS determine in its sole discretion that
        only one Respondent is fully qualified or that one Respondent is clearly more qualified than the others under
        consideration, a proposed contract may be negotiated for award to that successful Respondent. MCS shall have
        no obligation to include in any such proposed contract any part of any sample contract submitted by the
        Respondent. The proposed contract must be presented to the board of commissioners of MCS (the “Board”) for
        final approval of award. Provision of the Services may not commence until: (i) a contract between MCS and the
        successful Respondent is properly negotiated, executed and entered; (ii) the contract is approved by the Board, as
        required; and (iii) MCS issues to the successful Respondent a purchase order for the Services.

        10.4  Compensation. The successful contractor will be paid for the Services provided in accordance with a
        compensation arrangement between MCS and the successful Respondent. More specific guidance regarding
        compensation may be set forth in Section B of this RFP.

        10.5    Price Adjustment. There will be no price adjustments.

        10.6    Charges Not Required. The successful contractor and MCS both shall agree that MCS shall not be
        required to pay to the successful contractor any cost, fee or charge which is not specifically required to be paid by
        the contract.

        10.7     Performance. MCS and the successful contractor each shall agree to fully perform all of their respective
        obligations under the Agreement. However, failure of MCS to perform such obligations shall not automatically
        relieve the successful contractor of its obligation to perform under the contract.




                                                            15
       10.8    Protests. MCS will consider all protests filed in a timely manner regarding the award of a contract, or the
       process of awarding a contract, in relation to this RFP, whether submitted before or after award. All protests are
       to be submitted in writing.


11.0   GENERAL TERMS AND CONDITIONS.

       11.1    No Commitment. This RFP does not commit MCS to award a contract, pay any costs incurred in the
       preparation of any Proposal submitted or procure or contract for Services from any Respondent or any other
       person. Accordingly, each Respondent shall be responsible for all costs incurred in the preparation and
       submission of its Proposal or in any part of its participation in the pre-award process.

       11.2    Conditions and Assumptions. All Proposals and related documents submitted shall be based on the same
       conditions and assumptions that will underlie any prospective final contract between MCS and the successful
       Respondent. Thus, in establishing the terms of any resulting contract, MCS may assume the conditions and
       assumptions underlying the Proposal submitted by the successful Respondent are accurate.

       11.3    Termination. Failure by the successful contractor to comply with the terms and conditions of this RFP or
       to deliver the Services identified in this RFP or the contract at the prices quoted shall void the contract award. In
       the case of the successful contractor’s failure to deliver the Services in accordance with the contract terms and
       conditions, MCS, after due oral or written notice, may procure such Services from other sources and hold the
       successful contractor responsible for any resulting additional purchase and administrative costs.

                MCS reserves the unilateral right to cancel and terminate any resulting contract, in part or in whole,
       without penalty, whenever MCS in its sole discretion determines that such a termination is in the best interest of
       MCS. Any such termination shall be enacted by delivery to the successful contractor by certified mail, at least
       thirty (30) calendar days prior to the termination date, a notice of termination specifying the extent to which
       performance shall be terminated and the date upon which such termination shall become effective. After receipt
       of a notice of termination, the successful contractor must stop all work or deliveries under the contract on the
       effective date and to the extent specified in the notice of termination. However, any such contract termination
       notice shall not relieve the successful contractor of the obligation to deliver and perform on all outstanding orders
       issued prior to the effective date of termination. No payment shall be made for anticipated profit on unperformed
       services.

       11.4     Ethics in Public Contracting. By submitting its Proposal, Respondent certifies that its Proposal is
       submitted without collusion or fraud, that it has not offered or received any kickback or inducement from any
       other Respondent, supplier, manufacturer, subcontractor, customer or other person in connection with its Proposal
       and that it has not conferred on any public employee or official having official responsibility for this procurement
       transaction any payment, loan, subscription, advance, deposit of money, employment, service or anything of more
       than nominal value, present or promised, unless consideration of substantially equal or greater value was
       exchanged.

       11.5    Prohibited Contact. Registered and non-registered lobbying of MCS staff members or Board members
       with respect to a pending project or award is prohibited during the time period between the date the RFP is
       advertised and the date a final contract is awarded. Any contact between MCS staff members or Board members
       and any representative of a Respondent relating to a pending project or award (whether by writing, telephone, e-
       mail or otherwise) outside of properly scheduled meetings, other than as intended and initiated by an MCS staff
       member or a Board member, shall be grounds for disqualification of the Respondent from the bid process. By
       submitting a Proposal, the Respondent represents and warrants that it has not made, and will not make, any
       contact prohibited by this paragraph.

       11.6   Conflict of Interest. Respondent certifies that no MCS Board member, staff member or any MCS
       employee has a financial or beneficial interest in the Respondent.


                                                           16
11.7     Mandatory Use of Form and Modification of Terms and Conditions. Failure to submit a Proposal on any
official form provided for that purpose may be cause for rejection of a Proposal. Return of the complete form is
required. Modification of, or additions to, the general terms and conditions of this RFP may be cause for rejection
of the Proposal. Notwithstanding, the MCS Director of Purchasing reserves the right to decide, on a case by case
basis, in his or her sole discretion, whether to reject such a Proposal.

11.8     Errors or Omissions. The Respondent shall not be allowed to take advantage of any errors or omissions
in the specifications set forth in this RFP. Where errors or omissions occur in this RFP, the Respondent shall
promptly notify the contact person listed in this RFP and report the identified error or omission. Inconsistencies
in the specifications are to be reported before Proposals are submitted to MCS.

11.9     Liability for Improper Date or Time Processing. By submitting a Proposal, the Respondent agrees that, if
it becomes the successful contractor, the Respondent will indemnify and hold harmless MCS and the officers,
employees, Board members and agents of MCS against any claim of, or liability for, breach of any contract
related to the Services that is caused directly or indirectly by the failure of computer software or any device
containing a computer processor to accurately or properly recognize, calculate, display, sort or otherwise process
dates or times.

11.10 Audit. Unless the contract is a firm fixed price contract, MCS shall be entitled to audit the books and
records of the successful contractor or any subcontractor thereof to the extent that such books and records relate to
the performance of the successful contractor’s contract with MCS. Accordingly, the successful contractor agrees,
and any subcontractor thereof will agree, to retain all books, records and other documents relative to this RFP and
the related contract for a period of three (3) years from the date of final payment under the contract for the
contractor and for a period of three (3) years from the date of final payment under the subcontract for the
subcontractor, unless a shorter period is otherwise authorized in writing the MCS. By submitting a Proposal, the
successful contractor grants to MCS the right to perform, or have performed by its authorized agents and/or
auditors, an audit of the books and records of the successful contractor. Consequently, MCS will have full access
to, and the right to examine, any of said materials following the giving of reasonable notice during said period.
RESPONDENTS ARE HEREBY NOTIFIED THAT ALL RECORDS OF ALL PERSONS CONTRACTING
WITH MCS MAY BE SUBJECT TO THE TENNESSEE PUBLIC RECORDS ACT.

11.11 Compliance with Procedures. The successful contractor will comply with all procedural instructions that
may be issued from time to time by MCS. However, the substantive terms and conditions of the contract shall not
change without the written consent of all parties thereto.

11.12 Obligation of Successful Contractor. By submitting a Proposal, the successful contractor covenants and
agrees, based upon its own investigation of the conditions to be met, that it fully understands its obligation and
that it will not make any claim under, or have any right to cancellation or relief from, the contract because of any
misunderstanding or lack of information.

11.13 Format of Services; Satisfaction of MCS. The Respondent agrees that, if it becomes the successful
contractor, the Respondent will fully provide to MCS, to the best of its capabilities, the Services in substantially
the format, quality and scope required by, or indicated in, this RFP, including any modifications and additions
hereto. Furthermore, the Respondent agrees to be responsible for providing the Services in a manner and to an
extent satisfactory to MCS.

11.14 Delivery. By submitting a Proposal, the Respondent agrees that, if it becomes the successful contractor,
the Respondent will deliver to MCS all items required to be delivered by this RFP and the Agreement in a form,
which is complete and ready for use.

11.15 Taxes. The successful contractor shall determine, be responsible for and pay any applicable taxes related
to the Services or the Agreement, including but not limited to any property tax, sales tax, federal excise tax or
federal highway use tax. MCS is a tax-exempt organization and shall not be billed for, nor be expected to pay,
any taxes applicable to the Services. A COPY OF DOCUMENTATION VERIFYING THE “TAX EXEMPT”

                                                    17
STATUS OF MCS IS AVAILABLE AND WILL BE FURNISHED TO THE SUCCESSFUL CONTRACTOR
UPON REQUEST.

11.16 Support. If it becomes the successful contractor, the Respondent agrees and affirms that, throughout the
Agreement Term, it will utilize its best efforts to assist and support MCS in addressing any problem whatsoever
relating to the Services or the Agreement.

11.17 Deviation from Specification. Accountability for the Services will rest solely with the successful
contractor. Any inaccuracy in or other deviation of the Services from the required specifications will be corrected
by the successful contractor within two (2) weeks after the successful contractor is notified of the inaccuracy or
discrepancy.

11.18 Time for Performance. In order to minimize the disruption of schools and other MCS facilities, the
successful contractor will perform the Services during hours, which will be determined by MCS.

11.19 Prevailing Wages. The Respondent agrees that, if it is awarded the contract, the wages it, as the
successful contractor, will pay to its employees, subcontractors and other agents will not be less than the
prevailing wage rates applicable under Tennessee law at the time the wages are paid.

If the Services to be provided by the Respondent include the construction of a public building, work or other
project, the successful contractor will provide and maintain a bond containing a provision obligating the
successful contractor to faithfully pay prevailing wages, as required in this paragraph. In addition, the successful
contractor on such a project will post and keep posted in a conspicuous place at the site of the construction work a
copy of the prevailing wage rates prescribed under state law and, further, shall furnish to MCS any necessary
forms, papers, payroll copies or other information that may be required of the successful contractor to show
compliance with the provisions of this paragraph and the provisions of Chapter 4, Part 4, of Title12 of the
Tennessee Code Annotated. The successful contractor will not destroy payroll records related to work performed
under the contract for one (1) year following completion of the work.

11.20 Non-Discrimination. The Respondent is obligated not to discriminate against any employee of, or
applicant for employment with, the Respondent on the basis of race, color, religion, handicap, national origin, sex
or socio-economic status. This obligation shall include, but not be limited to the following matters: employment,
upgrading, demotion, transfer, recruitment, recruitment advertising, layoff, termination, rates of pay or other
forms of compensation and selection for training, including apprenticeship. The Respondent is obligated to
comply with all requirements of the Americans with Disabilities Act. In addition, all vendors wishing to do
business with Respondent shall be afforded the same equal opportunity and non-discrimination. By submitting a
response to this RFP, the Respondent confirms and asserts that it is not currently discriminating, and will not
discriminate, against any person in any manner related to this RFP or to any Proposal or contract related hereto,
including in the performance under any such contract.

11.21 Fair Business Program. The Respondent must comply with the requirements of the MCS Fair Business
Program. A copy of the Fair Business Program may be obtained by calling the MCS Office of Contract Services
(901) 416-1143, by requesting a copy in person at 2597 Avery, Room 114, Memphis, Tennessee 38112 or on-line
from the website located at www.mcsk12.net.

11.22 Bonding or Other Security. If the Services include any type of construction or maintenance of a public
building, work or other project to be provided under a contract having a contract price of more than One Hundred
Thousand Dollars and No/100 Dollars ($100,000.00), then, prior to the commencement of work under the
contract, the successful contractor will execute and provide to MCS a good and solvent bond to the effect that the
successful contractor will pay for all the labor and materials used by the successful contractor or by any
subcontractor, immediate or remote, in connection with the contract, in lawful money of the United States, as
required by Section 12-4-118 of the Tennessee Code Annotated. The bond shall be for at least twenty-five (25%)
of the contract price. The bond shall provide that the successful contractor shall promptly make payment when
due of all taxes, licenses, assessments, contributions, penalties and interest on the project. In lieu of the

                                                    18
aforementioned bond requirement, the successful contractor may substitute cash or any of the following
securities, provided the cash or the securities are substituted in the same amount as required of the aforementioned
bond and subject to the provisions of Section 12-4-118 of the Tennessee Code Annotated: (i) treasury bonds,
treasury notes or treasury bills of the United States; (ii) general obligation bonds of the state of Tennessee; (iii)
certificates of deposits of evidence of other deposits irrevocably pledged from a state or national bank or savings
and loan institution having its principal office in the state of Tennessee; or (iv) a letter of credit from a state or
national bank having its principal office in the state of Tennessee.

11.23 Insurance. By submitting a Proposal in response to this RFP, the Respondent certifies that, if awarded a
contract, it will have the insurance coverage required for performance of the Services, if any, at the time the work
commences. Additionally, the Respondent certifies that it will maintain this insurance coverage throughout the
entire term of the contract and that all insurance coverage shall be provided by insurance companies authorized to
sell insurance in Tennessee. During the term of the contract, MCS reserves the right to require the successful
Respondent to furnish certificates of any required insurance for the coverage required by MCS, if any is required.

11.24 Confidential and Proprietary Information. MCS is subject to the Tennessee “Public Records Act.”
Accordingly, no claim of confidentiality or proprietary information in all or any portion of any Proposal submitted
in response to this RFP will be honored unless a specific exemption from the Public Records Act exists and such
exemption is cited in the Proposal. Any claimed exemption must be specifically cited by page and paragraph
number(s). An incorrectly claimed exemption does not disqualify the Respondent.

11.25 Ownership of Computer Programs and Data. Ownership of all computer systems, programs, software,
data, materials, documentation or similar products purchased, created or compiled in connection with the
performance of the Services or the performance of obligations under any contract resulting from or related to this
RFP, now or hereafter, shall vest completely and exclusively with MCS. Upon expiration of the term of the
contract, the successful contractor will relinquish and convey to MCS any right it may have in such computer
systems, programs, software, data, materials, documentation or similar products.

11.26 Assignment of Contract. Upon execution, the contract shall not be assigned or subcontracted by the
successful contractor, in whole or in part, without the prior written consent of MCS.

11.27 Binding Nature of This RFP. By submitting a Proposal, the Respondent agrees to be bound by all of the
provisions of this RFP. The Respondent further agrees that, if it becomes the successful contractor, the
Respondent and its heirs and assigns will continue to be bound by the provisions of the RFP for the duration of
the Agreement Term except to the extent any provision hereof is explicitly waived in the Agreement.

11.28 Applicable Laws and Courts. This RFP and any related Proposal and resulting contract shall be governed
in all respects by the laws of the State of Tennessee. Jurisdiction over any matter arising in connection with this
RFP or any related Proposal or resulting contract hereunder shall be held by the federal and state courts having
jurisdiction in Shelby County, Tennessee. Furthermore, the Respondent shall comply with all applicable federal,
state and local laws and regulations.

11.29 Background Checks. Respondent hereby acknowledges the requirements of Tennessee Code Annotated
§49-5-413 requiring the background check of any employee or subcontractor that works on school grounds at any
time when students are present, and prohibiting any person with a history of the criminal offenses cited in the
statute from working on a school campus during such times. The Respondent hereby certifies that is has, and
will, at all times during the performance of the Services, comply with the provisions of this statute and will
provide to MCS, upon request, proof of its compliance with this provision. A default by the Respondent of the
provisions of this Section shall automatically be grounds for termination of this Contract pursuant to the default
terms herein.

11.30 Subject to Funding. This Contract is subject to the appropriation and availability of funds. In the event
that the funds are not appropriated or are otherwise unavailable, MCS reserves the right to terminate the Contract
upon written notice to the Respondent. Said termination shall not be deemed a breach of the Contract by MCS.

                                                     19
Upon receipt of written notice, the Respondent shall cease all work associated with the Contract. In the event of
termination, the Respondent shall be entitled to compensation for all satisfactory and authorized Services
completed as of the termination date. Upon such termination, the Respondent shall have no right to recover from
MCS any actual, general, special, incidental, consequential, or any other damages whatsoever of any description
or amount.




                                                   20
      SECTION D

FAIR BUSINESS PROGRAM




         21
        The Respondent must comply with the requirements of the MCS Fair Business Program. A copy of the Fair
Business Program, including copies of the forms required to be completed and submitted along with a Proposal, may be
obtained by calling the Office of Contract Services and Supplier Diversity at (901) 416-1143, by requesting a copy in
person at 2597 Avery, Room 114, Memphis, Tennessee 38112 or on-line from the website located at www.mcsk12.net.




                                                         22
   SECTION E

PRICING SCHEDULE




       23
                                              PRICING SCHEDULE

           (All Respondents must agree to Part A & complete Part B of the Pricing Schedule to be considered)



Part A:

I.      PRICE OF THE SERVICES:


Solution                        Description                          Pricing – Year 1   Pricing – Year 2   Pricing – Year 3

Professional Learning           Drive educators to personalized      $
Software Licensing:

Management System               professional development
                                activities based on their specific
                                needs, growth areas, and
                                demographics

Configuration,                  System Configuration,                $
Services Fees

Implementation, and Support     Implementation, Project
                                Management, 24/7 Emergency
                                Service, Lifetime Client Support,
                                Onsite Project Kickoff Meeting
Training                        Train the Trainer 2 Day onsite       $
                                training
Integration Services            SSO, Historical Data Migration       $
Total of Software Licensing                                          $1
and Services for Year 1 - 3




                                                              24
Part B:
II – District Initiatives and Value Add

       Support of MCS’ Strategic Goals. Respondents are encouraged to include in their proposal a commitment to
       support MCS on one or more of its strategic goals. The six objectives are Student Achievement, Accountability,
       Parent and Community Involvement, Healthy Youth Development, Safety and Security, and Diversity.

       Each Respondent is scored according to the criteria in the RFP. District initiatives are a very significant piece of
       the RFP program.

       Support may be in the form of financial or in-kind donations, sponsorships, student internships, community
       forums, volunteerism, mentorship, minority or women-owned business participation, or the like. Indicate whether
       the commitment is one-time or recurring during the term of the contract.

       Please submit your commitment as Part B of the Pricing Schedule. Commitment for MCS’ Strategic Goals will
       be evaluated and scored based on the rubric established for this component of the evaluation matrix.




                                                            25
        SECTION F

KEY FEATURES & FUNCTIONALITY
      QUESTIONNAIRE




             26
                         KEY FEATURES & FUNCTIONALITY QUESTIONNAIRE
The following Key Features & Functionality Questionnaire must be completed and submitted with the RFP.

Providers shall first identify their capabilities by indicating the applicable compliance code in the table below.
A narrative discussion should immediately follow each requirement area to further describe the provider’s
capabilities and response.
            o Existing – The requirement is met completely “out-of-the-box”, requiring only configuration.
            o Custom – The requirement is met completely either through scripting, command line
                configuration, or a 3rd party product.
            o Not Existing – The requirement is not met.

1.0    Professional Learning Activities Management

 Item & Description                                                                  Existing,
                                                                                     Custom, or
                                                                                     Not Existing
Catalog Management:
1.1 Includes an online catalog of professional development activities
     and resources (traditional workshops, online courses, conferences,
     videos, research opportunities, professional learning communities,
     etc.).
1.2 Easy to use means of inputting information to include name,
     description, credit options, dates available, keyword, subject area,
     and so on. These fields must be then searchable in the learner
     catalog.
1.3 Activities, events and resources can be aligned to rubrics,
     standards, locations, and user profile information.
1.4 Proposed online system can recommend, require and restrict
     courses in catalog based on user demographics (location, grade
     taught, tenure, etc.)
1.5 Individual sections of an activity can be separately created and
     managed.
1.6 System allows individual activities and sections of activities to be
     scheduled for release to the general user population at a later
     date by the administrator.
1.7 Supports activity approval workflow for new activity ideas.
1.8 Administrator capability to establish blackout dates to specify
     dates during which activities cannot be scheduled.
1.9 Capacity for multiple departments/offices/schools to create and
     manage their own catalogs of professional development offerings,
     with roll-up reports for organization wide reporting.
1.10 Can manage a range of professional development delivery
     methods (i.e., tracks online only, classroom/instructor-led training,
     blends of online/classroom-based, etc.).
1.11 Provides activity cost tracking.
1.12 Provides the ability to specify credit types that are available for
     each professional development activity, including the ability to
                                                        27
Item & Description                                                            Existing,
                                                                              Custom, or
                                                                              Not Existing
     specify more than one credit type (e.g., seat hours, recertification
     hours, lane change credits, etc.)
Online Registration Management:
1.13 Users can register for an activity from the catalog.
1.14 System can impose enrollment eligibility based on user
     demographics and location.
1.15 Custom registration instructions for each section can be specified.
1.16 System can allow for adjustment of minimum and maximum
     participants for sections.
1.17 System can require manager/principal approval for activity
     registration.
1.18 Cancellation capability for individual registrants.
1.19 Cancellation capability for multiple registrants at one time.
1.20 Cancellation capability for activities and sessions.
1.21 Supports auto-cancellation of activities if minimum number of
     participants is not reached, including auto-notification to
     registered users.
1.22 Capability to enroll a group of people at the same time.
1.23 Administrators have the ability to designate individual activities as
     being required or recommended for specific user groups, based on
     the employee’s role, location or other demographics.
1.24 Notify participant’s supervisor of upcoming activities for which the
     participant has registered.
1.25 Automatic e-mail communications tied to activities, including but
     not limited to:
     1.25.1 Confirmation following successful registration.
     1.25.2 Notice of status change once wait list status has been
             changed to “enrolled.”
     1.25.3 Automatic notification upon activity or session cancellation.
Waitlist Functionality
1.26 Enrollment control functions such as limits, waitlist, number of
     people ahead in waitlist, and instructor-initiated enrollment of
     users are supported.
1.27 Provides automated as well as manual waitlisting.
1.28 Waitlists for sections can be turned on or off.
1.29 The waitlist automatically registers the first person on the list if a
     spot in the class becomes available.
1.30 Email notification of the registration change can be sent out
     automatically to user.
1.31 System must allow Instructor/professional development staff to
     manipulate waiting lists for activities or sessions, including ability
     to move registrants from “waitlisted” to “registered.”
Learner/End User Features
                                                   28
Item & Description                                                          Existing,
                                                                            Custom, or
                                                                            Not Existing
End users are able to do the following:
1.32 Search for professional development activities based on
     keyword(s), demographic relevancy, custom fields, instructor-led,
     self-paced, competency addressed.
1.33 View a unified, personalized catalog of all potential and required
     professional development activities specific to their membership
     status with each of the departmental, school-level or other types
     of administrative groups specified within the system as well as
     required/recommended/restricted activity designations. (Use case:
     A 4th grade teacher would see all of those activities offered by the
     State, District, Regional Agency, School that are available to her
     based on her school location, grade, subjects taught, and
     assessment results. These activities would be listed and
     searchable in one, unified catalog, rather than in multiple catalogs
     that would require multiple searches.)
1.34 View professional development activities options in a calendar
     view.
1.35 Register, withdraw from and track professional development and
     training activities including in-service courses, seminars,
     workshops, online courses, professional learning communities,
     self-directed learning, videos, job-embedded professional
     development, conferences, etc., provided or sponsored by the
     Agency.
1.36 Register, withdraw from and track professional development and
     training activities including in-service courses, seminars,
     workshops, online courses, professional learning communities,
     self-directed learning, videos, job-embedded professional
     development, conferences, etc., provided or sponsored by third
     parties and integrated into the Agency’s system.
1.37 Complete surveys to evaluate learning activities.
     1.37.1 Survey questions can be customized to the district’s
             requirements.
     1.37.2 Users can be required to complete the survey before final
             credit is awarded.
     1.37.3 Surveys can be used to capture user reflection on what has
             been learned.
     1.37.4 Surveys can be used to capture user-inputted data on the
             impact of the professional development activity on
             classroom instruction and/or student achievement..
End users are able to view the following online registration
information:
1.38 Enrollment status for each activity, including real-time enrollment
     data (e.g., full, seats remaining, etc.).
1.39 Registration start/end dates.
                                                    29
Item & Description                                                            Existing,
                                                                              Custom, or
                                                                              Not Existing
1.40 Suggested prerequisites.
1.41 Activity and session durations, including:
        Session dates
        Session hours
        Session start/end times
1.42 Instructor(s) assigned to lead activity/session.
1.43 Facility/location.
1.44 Short activity description or title.
1.45 Long activity description.
1.46 View credit(s)/points available for each activity in the catalog; one
     activity can include multiple types of credit and user can select all
     that apply.
Instructor Functions:
1.47 The system administrator can assign instructor functionality to
     specific system users.
1.48 Instructors may be assigned to any activity section.
1.49 Instructors can view registrations (list of learners) for their
     section(s).
1.50 Email capability to alert instructors confirming participant
     enrollment/cancellation.
1.51 Create list of session registrants with registration status to include
     registered, waitlisted, withdrawn participants.
1.52 Printable administration materials are generated by the system
     (e.g., tent cards, name tags, class roster, sign-in sheets etc.) with
     mail merge capabilities.
1.53 Track registrant no shows and cancellations.
1.54 Enter completion status to include participant performance
     (grades, pass/fail, successful/unsuccessful, etc.) for registrants
     based on agency-defined completion codes.
1.55 System must allow for online attendance taking, management and
     tracking of partial credit hours, full credits, absent, and override
     capabilities.
1.56 Mass marking of attendance with the option of marking
     attendance individually.
1.57 Mass assignment of credit and completion with the option of
     assigning individually and the ability to override credit options
     (e.g., if a teacher was only able to attend half of a session they
     might only receive half of the credits).
1.58 Section roster includes custom export capabilities.
Stipend/Reimbursement Tracking:
1.59 System includes ability to track stipends for class participants.
1.60 System includes ability to track tuition reimbursement expenses
     for activities completed outside of the district.

                                                   30
Item & Description                                                          Existing,
                                                                            Custom, or
                                                                            Not Existing
1.61 System includes ability to integrate via file transfer with agency’s
     payroll system to transfer stipend data.
1.62 System includes ability to generate stipend reports by activity,
     down to the section level.
1.63 System includes ability to report on stipends and tuition expense
     reimbursement by district, school, and user.
Communications Tools:
1.64 Ability for administrators can post announcements and send
     pertinent information to user groups, which can be viewed upon
     logging into the system in an announcements box or by email.
     1.64.1 Administrators with different levels of responsibility can
             post create and manage groups for the level(s) at which
             they have rights (e.g., a principal can create messages for
             the teachers at his/her school; a state administrator can
             post messages to all the teachers in the state; a district
             administrator can post messages for an entire district).
     1.64.2 Announcements and emails can be targeted to specific
             groups based on demographic information (location, role,
             administrative rights, etc.).
     1.64.3 Announcements can be published immediately, set to be
             auto-published on a specific date, or left as a draft to be
             published manually at a later date.
     1.64.4 Announcements can be manually deleted or a date can be
             set for the message to be automatically removed.
1.65 Includes calendar with events from across all aspects of the
     solution that is viewable on user’s home page (e.g., upcoming
     professional development activities, due dates for evaluation
     completion, upcoming observation dates, etc.).
Transcripts:
1.66 System generates and populates transcript information
     automatically when activities are marked as completed within the
     system.
1.67 Transcript information includes activity number, title, credits,
     grade and completion date, as appropriate.
1.68 Users can view Transcripts, including all professional development
     and growth activities completed and credits earned.
1.69 Transcripts are printable.
1.70 System provides the ability for users to record professional
     development activities completed outside the system as an official
     part of their transcript.
1.71 Vendor can upload historical records of activities completed by
     users, if provided to the Vendor in a CSV file based on Vendor
     data specification.
Certificates:
                                                    31
Item & Description                                                          Existing,
                                                                            Custom, or
                                                                            Not Existing
1.72 Allows creation and configuration of certificates of completion to
     add Agency-determined data and imagery (e.g. completion date,
     credits, approval codes, etc.).
1.73 Certificates are generated within the system when an activity is
     marked as complete.
1.74 A randomly generated number can be used to verify, within the
     system, the authenticity of each certificate.
1.75 Certificates are printable.
1.76 Each agency/department/school/etc. managing an Online Catalog
     can configure certifications of completion to their needs. (Use
     Case: For a statewide solution, each district can configure its own
     certificates of completion to its specific requirements)
Portfolio Tools
1.77 Ability for the user to establish one or more Portfolios.
1.78 Ability to develop and attach artifacts to the Portfolio, including
     research papers, lessons and multimedia documents.
1.79 Ability to include resume(s).
1.80 Ability to record professional organization affiliations, leadership
     positions, volunteer groups, etc.
1.81 Ability to print Portfolio.
1.82 Ability to email Portfolio.


  Bidder Discussion:




2.0   Online Course Creation & Delivery

Item & Description                                                          Existing,
                                                                            Custom, or
                                                                            Not Existing
2.1 Supports the creation and delivery of online courses for
    professional development purposes.
2.2 Leverages open-source software tools for the creation and delivery
    of online courses.
2.3 Can accommodate SCORM-compliant content.
2.4 Provides a seamless user experience between online
    catalog/registration process and online course experience.
2.5 Provides web-based authoring tools for creation of online courses.
2.6 Includes rich-text HTML editor to provide a word-processor-like
    interface so that instructions and authors can edit text in an

                                                 32
Item & Description                                                           Existing,
                                                                             Custom, or
                                                                             Not Existing
       intuitive way while also producing normal HTML code.
        2.6.1 Ability to paste text from other applications
        2.6.2 Ability to insert images
        2.6.3 Ability to insert tables
        2.6.4 Ability to insert links
        2.6.5 Ability to insert smilies/emoticons
2.7    Ability to import all common electronic files as part of a course,
       including Flash, Shockwave video, audio, PDF, PowerPoint.
        2.7.1 All file types are supported as long as user has the
                appropriate application to launch/view the media.
        2.7.2 Solution includes a media plugins filter to automatically
                embed multimedia that has been linked to it.
2.8    Ability to create templates for course creation.
2.9    Participants and instructors can access online courses with desired
       access level rights.
2.10   Courses can be set up by topic or by using a “weekly” format.
       Instructors can divide activities and resources by topic or week to
       ensure participants don’t get lost or overwhelmed.
2.11   Includes course calendar.
        2.11.1 Displays course events, group events, and individual
                events for the course.
        2.11.2 Shows systemwide events impacting more than one
                course.
        2.11.3 Events can be exported to Microsoft Outlook, Mozilla
                Thunderbird, and Apple iCal.
2.12   Course participants create and manage their own profiles, with the
       option to include a photo.
2.13   Assignments can be presented as a series of text, graphic, and
       question blocks.
        2.13.1 Assignments can be dynamically presented based on
                responses to assessments and quizzes.
        2.13.2 Assignments can be submitted, scored, commented upon,
                and returned to participants.
2.14   Instructors and authors have access to course editing options to
       make course changes on the fly.
2.15   Instructors and authors can create libraries of files within the
       Moodle course and make them available to all course participants.
2.16   Solution includes course assessments, quizzes and question banks
        2.16.1 Leverages question banks for testing and assessment
                creation
        2.16.2 Course participants can take quizzes and assessments.
        2.16.3 A quiz or assessment can be creates drawing on more than
                one question bank.

                                                   33
Item & Description                                                            Existing,
                                                                              Custom, or
                                                                              Not Existing
        2.16.4 Course author or instructor specifies the questions to
               include.
        2.16.5 Course author or instructor specifics the number of
               attempts to allow.
        2.16.6 Can accommodate randomized questions.
        2.16.7 Can accommodate sequential questions.
        2.16.8 Questions can contain images.
        2.16.9 Questions can contain videos.
        2.16.10 Questions can contain audio.
        2.16.11 Supports multiple question types including calculated,
               essay, matching, embedded answers, multiple choice,
               short answer, numerical questions, random short-answer
               matching, ordering, jumbled sentence, fill-in-the-blank, and
               true/false.
        2.16.12 Custom question types can be defined.
        2.16.13 Supports multiple scoring options.
        2.16.14 Assessments can be embedded within the course as
               learning activities.
        2.16.15 Assessments can be used as pre-/post-tests of
               participant knowledge.
        2.16.16 Course environment allows for direct links between
               assessment questions and course content, if desired by
               author/instructor.
        2.16.17 System can be set up to automatically provide feedback
               based on individual responses.
        2.16.18 For Essay Questions, the grader is able to enter a custom
               comment in response to the essay.
        2.16.19 Supports the ability to set a passing grade for an
               assessment.
2.17   Groups can be created and assigned among course participants.
        2.17.1 Groups can have their own online workspaces.
        2.17.2 Activities and resources can be designated for specific
               groups.
2.18   Solution supports quick polls to encourage participant
       involvement.
        2.18.1 Author/instructor determines who can access the poll.
        2.18.2 Author/instructor determines if poll results will be
               published.
2.19   Includes instant messaging options for course participants to
       instant message each other and the instructor(s).
2.20   Includes discussion forums.
        2.20.1 Multiple forums can be set up.
        2.20.2 Forums as set up as threaded discussions.

                                                   34
Item & Description                                                              Existing,
                                                                                Custom, or
                                                                                Not Existing
        2.20.3 Forums can bet set up for individual groups.
        2.20.4 Forums are searchable.
        2.20.5 Facilitator can give each discussion forum a name and
                description.
        2.20.6 Facilitator can choose a forum type for each forum with
                options such as “a simple discussion,” “each person posts
                one discussion”, “Q and A”, or “standard forum.”
        2.20.7 Facilitator has an option to allow participants to rate
                discussion posts.
        2.20.8 Facilitator has the ability to set maximum attachment size.
2.21   Supports the concept of mentors within the course. Mentors can
       be assigned to mentees within the course and have access to
       coursework completed by mentees.
2.22   Instructor/Author can add wikis as course activities.
2.23   Course participants can work together on assignments and review
       each other’s work in a tracked area.
2.24   Supports the ability to indicate when an individual has completed a
       course.
        2.24.1 Ability to specify which activities and assessments comprise
                the final grade.
        2.24.2 Different weighting can be assigned to each element of the
                final grade.
        2.24.3 Grades can be based on a curve.
2.25   Ability to make podcasts available through the online course.
2.26   Supports multiple languages.
2.27   Provides instructor tools to administer a course, manage the
       course experience, and encourage collaboration/interaction.
        2.27.1 Instructors can make changes to the course.
        2.27.2 Instructors can set roles for the course.
        2.27.3 Instructors can establish group settings for the course.
        2.27.4 Instructors can back up course data.
        2.27.5 Instructor can restore old course data that was previously
                backed up.
        2.27.6 Instructors can transfer data from another course he/she is
                currently teaching.
        2.27.7 Instructor can remove user data from a course while
                retaining activities and resources.
        2.27.8 Instructor can access reports to show all of the activity in a
                class, over a set amount of time.
        2.27.9 Instructor can access a list of the grades for the tests and
                quizzes for each enrolled participant.
        2.27.10 Participants can schedule one-on-one time with the
                instructor during the instructor’s “office hours.”

                                                    35
Bidder Discussion:


3.0   Professional Learning Communities (PLCs)

Item & Description                                                          Existing,
                                                                            Custom, or
                                                                            Not Existing
3.1 Provides rich support and tools for both online-only and
     offline/online blended professional learning communities.
3.2 PLCs can be activity-specific or event-specific.
3.3 PLCs can also be subject-specific, location-specific, grade-specific,
     etc. rather than activity-specific or event-specific.
3.4 Provides a seamless user experience between online
     catalog/registration process and PLC experience.
3.5 Includes PLC-specific calendar.
      3.5.1 Displays PLC events, group events, and individual events
             for the PLC.
      3.5.2 Shows systemwide events impacting more than one PLC.
      3.5.3 Events can be exported to Microsoft Outlook, Mozilla
             Thunderbird, and Apple iCal.
3.6 PLC participants create and manage their own profiles, with the
     option to include a photo.
3.7 Facilitators have access to editing options to make changes on the
     fly.
3.8 Sub-Groups can be created and assigned among PLC participants.
      3.8.1 Groups can have their own online workspaces.
      3.8.2 Activities and resources can be designated for specific
             groups.
3.9 Solution supports quick polls to encourage participant
     involvement.
      3.9.1 Author/instructor determines who can access the poll.
      3.9.2 Author/instructor determines if poll results will be
             published.
3.10 Includes instant messaging options for PLC participants to instant
     message each other and the facilitator.
3.11 Includes discussion forums.
      3.11.1 Multiple forums can be set up.
      3.11.2 Forums as set up as threaded discussions.
      3.11.3 Forums can bet set up for individual groups.
      3.11.4 Forums are searchable.
      3.11.5 Facilitator can give each discussion forum a name and
             description.
      3.11.6 Facilitator can choose a forum type for each forum with

                                                  36
Item & Description                                                           Existing,
                                                                             Custom, or
                                                                             Not Existing
                options such as “a simple discussion,” “each person posts
                one discussion”, “Q and A”, or “standard forum.”
        3.11.7 Facilitator has an option to allow participants to rate
                discussion posts.
        3.11.8 Facilitator has the ability to set maximum attachment size.
3.12   Includes blogging tools for each individual participant to manage
       their own blog.
        3.12.1 Blogs can be set to be viewed only by the creator or by all
                participants.
3.13   Supports the concept of mentors within the PLC.
3.14   Facilitator can add wikis as PLC activities.
3.15   PLC participants can work together on assignments and review
       each other’s work in a tracked area.
3.16   Ability to import and upload all common electronic files as part of
       the PLC, including Flash, Shockwave video, audio, PDF,
       PowerPoint.
        3.16.1 All file types are supported as long as user has the
                appropriate application to launch/view the media.
        3.16.2 Solution includes a media plugins filter to automatically
                embed multimedia that has been linked to it.
3.17   Ability to create templates for PLC creation.
3.18   Participants and instructors can access PLCs with desired access
       level rights.
3.19   Supports the ability to indicate when an individual has completed a
       PLC and award credit for participation.


Bidder Discussion:




4.0    Competency Rubrics Management

Item & Description                                                           Existing,
                                                                             Custom, or
                                                                             Not Existing
Competency / Rubric Management
4.1 Ability to support competency model rubrics and other rubrics,
    including the ability to present categories and sub-categories of
    rubrics.
4.2 Ability for end users to view and explore competency models and
    rubrics.

                                                  37
Item & Description                                                         Existing,
                                                                           Custom, or
                                                                           Not Existing
4.3 Ability to link from competency models and rubrics to resources
    (such as videos, lessons plans) that demonstrate the desired skills
    for each competency level.
4.4 Ability to link from competency models and rubrics to professional
    development activities that support the attainment of
    competencies.
4.5 Ability to publish all competency models to all users.
4.6 Ability to publish specific competency model(s) to specific users
    based on demographics such as location, grade taught, subject
    taught, role (teacher vs. principal, etc.).


  Bidder Discussion:




5.0   Room / Facilities Management

                                                                           Existing,
Item & Description                                                         Custom, or
                                                                           Not Existing
5.1 Ability to reserve rooms, equipment and other resources for
     instructor-led training
5.2 Designed around rooms in a building.
5.3 Allows for more than one building.
5.4 Allows for more than one room in a building.
5.5 Allows users to select a room setup from a list.
5.6 System allows user to select needed equipment from a list.
5.7 Ability to limit number of people attending (i.e., room capacity) as
     determined by room setups.
5.8 System allows for room managers.
5.9 System allows for room bookings to be limited to specific users.
5.10 All room bookings, except those created by an Administrator, need
     to be approved by an Administrator.
5.11 System does not allow double-bookings.
5.12 Accommodates recurring events.
5.13 All users are able to add bookings.
5.14 All users are able to edit, copy, and delete their bookings.
5.15 Administrators have the capability to edit, copy, and delete any
     booking.
5.16 Room managers have the capability to edit, copy, and delete any
     booking in their designated rooms.

                                                 38
                                                                         Existing,
Item & Description                                                       Custom, or
                                                                         Not Existing
5.17 Automated emails are sent to users indicating the confirmation or
     decline of the room reservation.
5.18 Automated reminder emails are sent to users prior to a scheduled
     event.
5.19 Administrators may block certain days (e.g., holidays, the days
     buildings are closed, etc.).
5.20 Wait-list requests for booked rooms are automatically assigned if
     and when they become available.
5.21 Sub-Administrators and Administrators may designate an event to
     be private.
5.22 Ability to limit the number of days a user may book a room in the
     future.
5.23 Administrators can indicate room needs to be billed.
5.24 Administrators can add saved notes to event that users cannot
     view.
5.25 Administrators have the ability to run room usage and billing
     reports.

  Bidder Discussion:




6.0   Reporting Functions

Item & Description                                                       Existing,
                                                                         Custom, or
                                                                         Not Existing
6.1 Includes a Web-based reporting interface.
6.2 Provides ability to export report data to Adobe PDF and CSV
    format for use in MS Excel/Word/Access.
6.3 Provides easy to read reports that can be aggregated based on
    groups or disaggregated by individual user.
6.4 System should include comprehensive standard reports including:
      Professional Development Reports
         Enrollment by activity
         Enrollment by activity type
         Enrollment by provider
         Enrollment by registration status
         Substitute report
         Attendance report
         Section Full/Waitlist
         Activity Roster
         Stipend Tracking
                                                39
Item & Description                                                           Existing,
                                                                             Custom, or
                                                                             Not Existing
           Transfer Credits
           Credit Status
        Usage Reports
            Account Login Report
            Login Statistics by Date
            Activity Statistics by Date
            Clue Question Usage
6.5    Provides ad hoc query capability for all system data.
6.6    A particular report form can be memorized so that the same
       report does not need to be created each time it is desired.
6.7    Ability to report/sort reports by key fields (e.g., sort user names
       by course name).
6.8    Permission to run different reports can be assigned to different
       levels of administrative rights within the system.
6.9    Reports can be distributed to different groups of
       administrators/users based on the level of system rights.
6.10   System allows instructors and administrators to choose from the
       following data fields to create a custom roster report for each
       professional development activity, down to the section level:
          Title
          Section
          Stipend Amount
          Staff Name
          Staff ID
          Staff Employment Site
          Staff Grade Level Taught
          Staff Subject Matter Taught
          User Demographic Data

  Bidder Discussion:



7.0    e-Commerce

                                                                             Existing,
Item & Description                                                           Custom, or
                                                                             Not Existing
7.1 Provides an integrated, secure, third-party payment system for
    credit card payment for fee-based activities with PayPal’s
    Payflow.
7.2 Provides payment reporting features.
7.3 Allows identification and tracking of fees, prices, discounts or
    other differentiated fees.
                                                  40
7.4 Prevents registration if payment for the activity has not been
    received.

  Bidder Discussion:




8.0   Interface and Usability

Item & Description                                                          Existing,
                                                                            Custom, or
                                                                            Not Existing
Configurability:
8.1 System can provide an agency-branded user experience using
     agency’s color scheme, branding, and agency-provided imagery.
8.2 Can be configured to display different experiences for different
     groups of users depending on their defined role. Differences can
     reflect not only look and feel changes, but also different content
     and different functionality.
8.3 Offers a configurable page design with the ability for Agency to
     make changes without programming or consulting services from
     the Vendor.
8.4 Look and feel of portal experience to adhere to Agency
     guidelines.
8.5 Ability to configure tabs and content to specific user
     demographics (i.e., math teachers have a different user
     experience than bus drivers).
8.6 Ability to configure professional learning activities management
     field names and display.
8.7 Ability to define search fields for professional development
     activities.
8.8 Ability to configure activity submission approval fields.
8.9 Ability to configure stipend tracking.
8.10 Ability to configure tuition reimbursement tracking.
8.11 Ability to configure fields for the personal user profile during the
     registration process including name, identification number,
     phone, home address, email and employment-related information
     such as school name, district, grade level taught, subject taught,
     etc.

  Bidder Discussion:




9.0   Technology Architecture and Operations
                                          41
Item & Description                                                          Existing,
                                                                            Custom, or
                                                                            Not Existing
9.1 Built on a relational database that is ODBC compliant.
9.2 Uses an open architecture, portal-based system.
9.3 Is capable of single sign-on capability to third-party systems and
    content providers.
9.4 Provides data retention/archive capabilities.
9.5 Proposed solution is capable of integration (file transfer)
    capabilities (import/export) with the following systems/sources:
    9.5.1 Agency HR software solution.
    9.5.2 Agency SIS.
    9.5.3 Agency Data Warehouse.
    9.5.4 3rd party content providers (PBS Teacherline, etc.).
9.6 Leverages Service-Oriented Architecture.
9.7 Capable of interfacing with Open Source Software.
9.8 Solution is modular so that the Agency can select most relevant
    modules for today’s needs and integrate additional vendor
    modules as needs evolve.
9.9 Ability to run on standard web browsers (IE, Firefox, Safari) in a
    multiple platform (Windows, MacOS) environment.

  Bidder Discussion:



10.0 Identity and Access Management

                                                                            Existing,
Item & Description                                                          Custom, or
                                                                            Not Existing
Access Management:
10.1 Provides a web-based, single point of entry for employees, non-
     employees, and guest users.
10.2 Access levels can be assigned to different roles so that
     functionality and administrative rights can be distributed precisely
     as desired.
10.3 Contains the ability to restrict user access to selected functions
     and capabilities at all levels by user level and/or by role.
10.4 A complete list of access permissions is available so that
     administrators know who has access to various levels of
     functionality.
10.5 Supports the use of a central authentication store. These can
     include, but are not limited to LDAP, Active Directory,
     Passport.NET, OpenLDAP, and Lotus Notes Directory.

                                                  42
                                                                             Existing,
Item & Description                                                           Custom, or
                                                                             Not Existing
Account Creation/User Registration/Account Updates:
10.6 Supports an initial import of users through CSV or XLS file
     transfer with users identified by employee id or other number.
10.7 Registration protocols allow for single registration by an individual
     user.
10.8 Registration protocols allow for single registration or group
     registration by an administrator.
10.9 Provides the ability to require the end user to review or change
     passwords and/or other fields, in their personal profile upon initial
     login.
10.10 Capable of creating user accounts both manually and by using
     an automated process.
10.11 Update personal profile information, based on fields approved
     by system administrators for end user changes.
10.12 System generates automatic emails to users upon account
     creation, user registration, and personal profile information
     updates.
Entity/Location Management:
10.13 Entities can be created and edited at different levels, such as
     state, region, area, district, school, group, and class.
10.14 Ability to move schools from one district to another as needed,
     or combine districts/schools into different groups.
10.15 Provides the capability for the managing Agency to give local
     control to an unlimited number of district, school or user groups
     to enter their own content, activities, resources and
     announcements.
Creating & Using Groups:
10.16 System allows targeted email and announcements to specific
     users as chosen based on their demographic characteristics
     defined in the system.
10.17 System allows targeted activity registration of specific groups of
     users as chosen based on their demographic characteristics
     defined in the system.
10.18 System allows an unlimited number of groups of users as
     chosen based on their demographic characteristics defined in the
     system.
10.19 System allows for reports to be generated including information
     only on a group of specific users as chosen based on their
     demographic characteristics defined within the system.
Password Management:
10.20 System should include an automated password recovery
     function.
System Administrator:
10.21 Provides cascading hierarchy of system administration that
                                                    43
                                                                           Existing,
Item & Description                                                         Custom, or
                                                                           Not Existing
     allows for centrally delegated administration.
10.22 Ability to merge multiple user accounts into a single user
     account. Used to eliminate several user accounts belonging to
     one person and consolidate their activity into one account.
10.23 Add, modify or delete displayed field labels for classes of users.

10.24 Administer permission and security levels for classes of users,
     e.g.,
        Supervisors
        System Administrators
        Activity Authors
        Instructors
        Mentors
        Building Administrators
10.25 Manually activate/deactivate users from system.
10.26 Ability to send pertinent announcements
     10.26.1 Announcements can be posted on the system web site.
     10.26.2 Announcements can be sent via email.
     10.26.3 Announcements can be targeted users based on
            demographics and user roles.
     10.26.4 Announcements can be created ahead of time and
            scheduled to be sent at a later date
     10.26.5 Announcements can include attachments.
School District/Building Level Principal (Manager) Functions:
10.27 Communicate via scheduled or ad hoc email to individuals or
     groups.
10.28 Full availability of standard reports with the ability to view ad
     hoc reports or configure standard reports to meet organizational
     needs.

   Bidder Discussion:




11.0 Security Requirements – This section outlines the minimum security requirements for the
     solution. These security requirements seek to safeguard the confidentiality, integrity, and
     availability of sensitive information that will be stored, processed, and transmitted by the
     proposed solution. The security requirements provided in this document are written based on
     the following assumptions:
           i. The solution will store and process personal information.
           ii. Information will be transferred between the solution and the HR system.
                                                  44
           iii. The solution will execute financial transactions.
           iv. Sensitive information may include, but is not limited to, personally identifiable
                employee/non-employee information and personal financial information; sensitive
                information also includes but is not limited to system configuration information and
                audit trails of the system.



                                                                           Existing,
Item & Description                                                         Custom, or
                                                                           Not Existing
Account Management:
11.1 Identifies each user by a unique user ID. All users shall be
     authenticated before being granted access to resources.
11.2 Has the capacity to enforce an inactivity timeout that logs out
     users after a certain time of inactivity.
Access Control:
11.3 If sensitive information is cached on the desktop, provides the
     capability to remove any remnant of the cached sensitive
     information upon the closure of the application.
11.4 Provides a secure method to maintain the state among browsed
     pages to prevent URL hacking and session hi-jacking.
11.5 SSL encryption is available to ensure secure login and transfer of
     information.
11.6 Access control of reports, course management functionality, etc.
     to users based their locations and position (e.g., a principal gets
     access to data reports only for their school).
Other:
11.7 Transport: Sensitive information is transmitted in encrypted
     format over the Internet.
11.8 Auditing: Provides auditing functions to log all major user
     transactions, activities, financial transactions, and access to
     sensitive information.
11.9 System hardening: Addresses system hardening.
11.10 Security procedures: The hosting environment meets the
     Payment Card Industry (PCI) Data Security Standard.
11.11 Adheres to the “minimum necessary” (also known as least
     privilege) principle when handling sensitive information, when
     assigning privileges to the accounts, and when regulating access
     to resources. This principle requires each subject be granted the
     most restrictive set of privileges needed for the performance of
     authorized tasks. The application of this principle limits the
     damage that can result from accident, error, or unauthorized use.

  Bidder Discussion:


                                                 45
12.0 Integration Capabilities

                                                                        Existing,
Item & Description                                                      Custom, or
                                                                        Not Existing
12.1 Ability to provide pass-through single user login authentication
     with third party course providers and other systems.
12.2 Ability for districts and professional organizations to
     submit/upload Continuing Education Units and other course work
     for inclusion in user transcripts.
12.3 Capability to export data to external databases and Web-based
     reporting tools.
12.4 Capability to integrate with Financial Management/ERP, Human
     Resources, and Substitute Systems.




                                                46
     SECTION G

FORMS AND DOCUMENTS




        47
                                               VENDOR INFORMATION
                                                           (Please Complete Form)
The Memphis City Schools reserves the right to accept or reject any or all proposals, or any part thereof, and to
waive any informalities and/or technicalities that are deemed to be in the best interest of the Memphis City Schools.
Successful vendor shall be paid only when delivery is complete. *Material safety data sheets (MSDA) must
accompany all shipments covered under the Tennessee Hazardous Chemical Right To Know Law: Tennessee Public
Chapter #417 – House bill #731.

Name of Firm: ________________________________________________________________

Address: _____________________________________________________________________

City: __________________________________________ State: ____ Zip Code: __________

Phone #: _________________________                                             Fax #: _________________________________

E-Mail Address: ______________________________________________________________

Time Required for Delivery: _______________________________________________ Days

Payment Terms: _______________________________________________________________

Print Authorized Representative Name:___________________________________________
We propose to furnish the item(s) listed at prices quoted and guarantee safe delivery F.O.B. delivered and as specified. These
prices are submitted with a declaration that no Memphis City Schools Board of Education Commissioner or employee has a
financial or beneficial interest in this transaction.

*IS YOUR COMPANY A MINORITY-OWNED OR DISADVANTAGED BUSINESS AS DEFINED BELOW?                                                              Yes           No

If your response is YES, check the category that properly defines your minority status:

        Black           American Indian               Alaskan Native               Asian American             Hispanic           Women

        Other (Please specify____________________________________________                               HUBZone             Small Business

“A minority business is defined as a business that is both owned and controlled by minorities and/or women, Minorities and/or women must own at least 51% of the
business and control its management and daily operations. Minorities include Black, Women, American Indians, Alaskan Natives, Asian American, Hispanics and
members of other groups determined to be economically or socially disadvantaged by the Small Business Administration under Section A of the Small Business Act
as amended (15 USC 637 a)” HUBZone business as determined by the Small Business Administration is a small business located within a HUBZone.


____ CHECK HERE IF YOUR COMPANY QUALIFIES AS A LOCAL VENDOR

Please Note: Per the Local Vendor Preference Resolution adopted by the MCS Board of Commissioners on
June 6, 2005, local vendors must have physical address located within the limits of Shelby County. A Post
Office Box is not acceptable.

____ CHECK HERE IF YOU ATTACHED A COPY OF A VALID SHELBY COUNTY
     BUSINESS LICENSE. (Please attach copy of license to the first line item of the bid/quote.)

“Memphis City Schools does not discriminate in its programs or employment on the basis of race, color, religion, national origin,
handicap/disability, sex or age. For more information, please contact the Office of Equity Compliance at (901) 416-6670.”




                                                                              48
                               SECOND TIER PURCHASING
Memphis City Schools utilizes a race neutral program for all purchases and contracts. In order to set
benchmarks for all Local, Small, Women Owned Business Enterprises, we ask that our vendors
review and actively participate in the Fair Business Program which can be found in the Procurement
Services website at :www.mcsk12.net-Procurement Services link.

In order to track the purchases and contracts issued to MBE's (Minority Business Enterprises), we
ask our vendors to indicate their level of second tier purchasing commitment. Second tier purchasing
is defined below:

    Second-tier purchasing is the process through which a first-tier (or prime) supplier utilizes a minority
   supplier either directly or indirectly.

   Please indicate below the level of participation, in both dollars and percentage that would define
   the level of minority business enterprise participation for this project.

   Second Tier Commodity_________________________(Example: Office supply vendors may
   purchase subsets from minority owned companies. Manufacturers may purchase a certain
   percentage from minority suppliers. This line asks for the commodity.)

   MBE category for second tier supplier - PLEASE CHECK ONE:
   □   Hispanic
   □   Black
   □   Asian American
   □   Native American Indian
   □   Woman Owned

   Dollars expended for this commodity, this project $______________________

   Percentage of this project________________%


   _____________________________                  _______________________________
   Name of Business   (Please Print)              Print Authorized Representative Name
                                                  __________________________
                                                  Signature of Authorized Representative
                                                  __________________________
                                                  Date




                                                    49
                                   CERTIFICATION REGARDING DEBARMENT, SUSPENSION
                                           AND OTHER RESPONSIBILITY MATTERS –
                                    PRIMARY AND LOWER TIER COVERED TRANSACTIONS


1. By signing and submitting this proposal, the prospective primary and/or lower tier participant (“participant”) is
providing the certification set out below. The inability of a person to provide the certification required below will not
necessarily result in denial of participation in this covered transaction, however failure of the prospective participant to
furnish a certification or explanation shall disqualify such person from participation in this transaction. The certification
or explanation will be considered in connection with the department or agency’s determination whether to enter into this
transaction.

2. The certification in this clause is a material representation of fact upon which reliance was placed when this
transaction was entered into. If it is later determined that the prospective participant knowingly rendered an erroneous
certification, in addition to other remedies available to the Federal Government the department or agency with which this
transaction originated may pursue available remedies, including termination for cause or default, suspension and/or
debarment.

3. The prospective participant shall provide immediate written notice to the person to which this proposal is submitted if
at any time the prospective participant learns that its certification was erroneous when submitted or had become
erroneous by reason of changed circumstances.

4. The terms covered transaction, debarred, suspended, ineligible, lower tier covered transaction, participant, person,
primary covered transaction, principal, proposal, and voluntarily excluded, as used in this clause, have the meaning set
out in the Definitions and Coverage sections of rules implementing Executive Order 12549. You may contact the person to
which this proposal is submitted for assistance in obtaining a copy of those regulations.

5. The prospective participant agrees by submitting this proposal that, should the proposed covered transaction be
entered into, it shall not knowingly enter into any lower tier covered transaction with a person who is proposed for
debarment under 48 CFR part 9, subpart 9.4, debarred, suspended, declared ineligible, or voluntarily excluded from
participation in this covered transaction, unless authorized by the department or agency with which this transaction
originated.

6. The prospective participant further agrees by submitting this proposal that it will include this clause titled "Certification
Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion-Lower Tier Covered Transaction," without
modification, in all covered transactions and in all solicitations for covered transactions.

7. A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered
transaction that it is not proposed for debarment under 48 CFR part 9, subpart 9.4, debarred, suspended, ineligible, or
voluntarily excluded from covered transactions, unless it knows that the certification is erroneous. A participant may
decide the method and frequency by which it determines the eligibility of its principals. Each participant may, but is not
required to, check the List of Parties Excluded from Federal Procurement and Nonprocurement Programs.

8. Nothing contained in the foregoing shall be construed to require establishment of a system of records in order to render
in good faith the certification required by this clause. The knowledge and information of a participant is not required to
exceed that which is normally possessed by a prudent person in the ordinary course of business dealings.

9. Except for transactions authorized under paragraph 5 of these instructions, if a participant in a covered transaction
knowingly enters into a lower tier covered transaction with a person who is proposed for debarment under 48 CFR part 9,
subpart 9.4, suspended, debarred, ineligible, or voluntarily excluded from participation in this transaction, in addition to
other remedies available to the Federal Government, the department or agency with which this transaction originated may
pursue available remedies, including termination of this transaction for cause or default, suspension and/or debarment.




                                                              50
                      Certification Regarding Debarment, Suspension, Ineligibility and Voluntary
                              Exclusion—Primary and/or Lower Tier Covered Transactions


(1) The prospective participant certifies to the best of its knowledge, by submission of this proposal, that neither it nor its
    principals is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from
    participation in this transaction by any Federal department or agency.

(2) The prospective participant and its principals have not, within a three (3) year period preceding this proposal, been
    convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection
    with obtaining, attempting to obtain, or performing a public (Federal, State or local) transaction or contract under a
    public transaction; violation of Federal or State antitrust statutes or commission of embezzlement, theft, forgery,
    bribery, falsification or destruction of records, making false statements, or receiving stolen property.

(3) The prospective participant and its principals are not presently indicted for or otherwise criminally or civilly charged
    by a governmental entity (Federal, State or local) with commission of any of the offenses in Paragraph 2 of this
    certification.

(4) The prospective participant and its principals have not, within a three (3) year period preceding this
    application/proposal, had one (1) or more public transactions (Federal, State or local) terminated for cause or default.

(5) Where the prospective participant is unable to certify to any of the statements in this certification, such prospective
    participant shall attach an explanation to this proposal.



Agency:                                       ________________________________________


Signature:                                    ________________________________________


Date:                                         ________________________________________




                                                              51

				
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