Powerpoint Templates for Family Reunion REQUIREMENTS FOR THE EXTERNAL

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					      REQUIREMENTS FOR THE EXTERNAL RELATIONS SYSTEM


      The External Relations system will be used by the various units of the External Relations Division such as: Communications, Community Relations, Corporate Relations, Government
      Relations, Ceremonies and Events, Marketing, and Alumni and Development, as well as by other UVIc units such as the University Secretary's office and the Office of the President.
      Constituents will consist of alumni, donors, government officials, community leaders, friends of the university, staff, board members, committee members, etc.

      Solution: The External relations unit is currently using Banner Advancement for gift processing. The division is looking for a system solution that will meet all of its requirements
      listed in this document either by providing 1) a total solution package or 2) an integrated combination of Banner Advancement's gift processing capabilities and a bolt-on product for
      the other requirements.


      The product must: a) be well deployed across higher education institutions, b) be a proven, well tested product in the marketplace, c) have a track record of R&D investment resulting
      in improvements in each new version, and d) be easy to use (key requirement that will be determined based on descriptions in the comment field and on product demonstrations).
      Instructions: For each requirement please describe the solution in the comment field (such as steps required to accomplish an action, # of screens used to accomplish, if the process
      is automatic or manual, etc.) The preferred solution is for functionality to be a standard function included in the product; requirements that are met through customization will
      receive lower rankings. If the solution does require customization, please describe how this is accomplished including length of time to accomplish and cost. If there is more than one
      solution, please describe each one.


                                                                                                                                       Standard
                                                                                                                                        function    Available with
No.          Topic            Requirement Description                                                                     Priority                                   Comments
                                                                                                                                      included in   customization
                                                                                                                                        product

                              System


                              Ability for user to access the External Relations system remotely. Please describe all
1        remote access                                                                                                    Preferred   Yes or No       Yes or No
                              methods of access.


                              Ability to provide customized user interfaces based on roles within the organization, or
        customize user
2                             allow the user to customize their interface as required. Describe how interfaces can be     Preferred   Yes or No       Yes or No
           interface
                              customized and the extent of the customization.



3     data entry - 1 screen   Ability to perform data entry via a user customized single data entry screen.               Preferred   Yes or No       Yes or No



                              Ability for users to attach an unlimited number and variety of documents, photos, multi-
4         attachments                                                                                                     Preferred   Yes or No       Yes or No
                              media presentations and urls to records at the constituent and gift/funding level.

                              Ability to search all data fields through "Google" type searches, drop down boxes, tick
                              boxes and custom searches. Describe how your system accomplishes various types of
5     search of data fields                                                                                               Preferred   Yes or No       Yes or No
                              searches - please give examples of searches for different types of fields (alpha/numeric,
                              memo).




                                                                                                               1
                             Ability for users to search on constituent names using wild cards, "similar to" or phonetic
          search for         searching. Name searches must include middle names, nicknames, maiden names and
6                                                                                                                          Preferred   Yes or No   Yes or No
         constituents        former names. Describe all the ways a quick search for a constituent can be done, and
                             what is returned (i.e. all fields, selected fields).



                             Ability for users to create, run, save and manipulate many types of reports without
                             programming assistance. Users must be able to customize the formatting and the fields
7          reports           included in the reports, and use nested if/and/or. The system must be capable of full         Preferred   Yes or No   Yes or No
                             exporting to MS Word, Excel, MS Exchange, PowerPoint and Adobe Acrobat. Users must
                             be able to customize reports with logos.



                             Ability for report interface to support the creation of complex SQL statements that
8       reports & SQL                                                                                                      Preferred   Yes or No   Yes or No
                             support parentheses (), and have the ability to perform nested if/and/or.




9     scheduled reports      Ability to automatically run reports at scheduled times.                                      Preferred   Yes or No   Yes or No



                             Ability to have drill down capabilities in queries - queries must allow user to open the
10   drill down in queries                                                                                                 Preferred   Yes or No   Yes or No
                             records in the report directly from the query record set.


                             Ability to fully integrate with MS Exchange (calendar, tasks and email) - for example, by
                             initiating calendar appointments, tasks and emails in fundraiser's Exchange account from
11      MS Exchange                                                                                                        Preferred   Yes or No   Yes or No
                             within External Relations system, without having to re-enter data into Exchange.
                             Describe in detail how this works.

                             Ability to generate emails from within the system to 1 or more constituents and send on
12      create emails        behalf of someone else (i.e. assistants can send emails for managers). Must be able to        Preferred   Yes or No   Yes or No
                             send via a query record set and via each record.

                             Ability to attach emails and email attachments to a constituent's record directly from the
     attach emails and
13                           email writing screen without having to copy and paste the message into the External           Preferred   Yes or No   Yes or No
     email attachments
                             Relations system.

      user defined           Ability for each Faculty/Unit to use their own templates for Word documents & emails
14 templates for emails,     such as briefings, profiles, letterhead, receipts, acknowledgements, pledge reminders,        Preferred   Yes or No   Yes or No
      receipts, etc          etc.

                             Ability to update database in real time (i.e. no overnight updates) so that once data
15      real time data       changes have been saved, users can run reports within minutes of the changes and have         Preferred   Yes or No   Yes or No
                             the reports reflect the changes.


                             Alerts

                             Ability to provide alerts via dashboard in form of message on screen when record
16          alerts                                                                                                         Preferred   Yes or No   Yes or No
                             touched, and via MS exchange in form of an email or task.

17          alerts           Ability to set alerts to occur either when opening a record or saving a record.               Preferred   Yes or No   Yes or No


                                                                                                               2
18          alerts           Ability to send alerts to 1 or more selected individuals.                                        Preferred   Yes or No   Yes or No


19          alerts           Ability to have user not programmers set up alerts.                                              Preferred   Yes or No   Yes or No

                             Ability to set up alerts for specific types of updates to a record (deceased, address
20          alerts                                                                                                            Preferred   Yes or No   Yes or No
                             change).


                             Ability to generate automatic alerts for new gifts or reached target gift levels from
                             specific constituent or specific group of constituents, for gifts solicited by specific method
21          alerts                                                                                                            Preferred   Yes or No   Yes or No
                             or all methods; to specific designations; or combination (i.e. all gifts over xx from calling
                             program to undergraduate scholarships).

                             Ability to generate automatic alerts for no activity within a time period on a constituent
22          alerts                                                                                                            Preferred   Yes or No   Yes or No
                             (i.e. No contact report filed in past 6 months).

23          alerts           Ability to generate automatic alerts when prospects are available again.                         Preferred   Yes or No   Yes or No

                             Ability to generate alerts for overdue activity reminders, or upcoming activity reminders.
24          alerts                                                                                                            Preferred   Yes or No   Yes or No
                             Resulting list can be sorted by date order or due this week.

                             Ability to generate alert when a constituent has done activities with UVIC, such as joined
25          alerts           board, attended an event, etc. Ability to choose the criteria as to which activities appear      Preferred   Yes or No   Yes or No
                             in these alerts.

                             Data Management



                             Ability to store all data required to support constituent engagement activities. Such data
                             includes individual personal information, academic history, multiple addresses, career
     regular data needed -
26                           history, relationships, affiliations, geographic region, etc. For organizations, such data       Preferred   Yes or No   Yes or No
           baseline
                             includes multiple addresses, corporate history (mergers, acquisitions, name changes),
                             corporate structure (head office, branches, international offices), employees, etc.



                             Additional user defined fields can be added to a constituent's record (i.e. a unique
27     additional fields                                                                                                      Preferred   Yes or No   Yes or No
                             identifier field).


28        currencies         Ability for External Relations system to record, convert and report on multiple currencies.      Preferred   Yes or No   Yes or No


      cultural/language      Ability to accommodate cultural differences regarding name, title, addressee and
29                                                                                                                            Preferred   Yes or No   Yes or No
         differences         salutations.

         memo fields
30                           Ability for memo fields to be unlimited to cut & paste data from outside sources.                Preferred   Yes or No   Yes or No
          unlimited

                             Ability of data fields to be a min of 60 characters long in order to display the full name of
31   data fields min of 60                                                                                                    Preferred   Yes or No   Yes or No
                             organizations, funds and projects.


                             Ability for changes to data fields to be tracked in a data audit system with the ability to
32      track changes                                                                                                         Preferred   Yes or No   Yes or No
                             add notes to the changes.




                                                                                                                3
                             Ability to automatically populate ID update field with the ID of the person making the
33      track changes                                                                                                         Preferred   Yes or No   Yes or No
                             change to a field.



34       batch entries       Ability to allow batch entries and manual overrides.                                             Preferred   Yes or No   Yes or No



                             Ability to provide security controls at the data field, memo field and attachment level
35         security                                                                                                           Preferred   Yes or No   Yes or No
                             for each user. Security controls can be modified by an assigned user.




                             Ability to track constituents by type i.e. Alumni, Donors, Prospects, Faculty, Staff,
36     constituent type      Students, Friend, Government Official, Corporate Sponsor, etc.; ability to identify              Preferred   Yes or No   Yes or No
                             primary code (each constituent can be one or more types).



                             Ability to link constituents by their relationships (i.e. parent, child, family member,
37     link relationships                                                                                                     Preferred   Yes or No   Yes or No
                             spouse, etc). Relationship types can be customized (i.e. great aunt, guardian).



38    drill down on links    Ability to drill down on all linked relationships to see the linked record.                      Preferred   Yes or No   Yes or No



                             Ability to link a constituent to another constituent based on a "referral" relationship.
39     link on referrals                                                                                                      Desirable   Yes or No   Yes or No
                             Automatic counting of number of referrals by a constituent.


     maintain relationship
40                           Ability to record relationship history, i.e. former spouses.                                     Preferred   Yes or No   Yes or No
           history


     advisory committees     Ability to track constituents on advisory committees and boards (both current and
41                                                                                                                            Preferred   Yes or No   Yes or No
          and boards         historical members) as well as their start and end term dates.


                             Ability to assign constituents to a "group", i.e.. family and company and family
42 group of constituents                                                                                                      Preferred   Yes or No   Yes or No
                             foundation.

                             Ability to provide graphical representation of all relationships a constituent has, with
        drill down on
43                           drill down capability (meaning that if you drill to one of the relationships, it takes user to   Preferred   Yes or No   Yes or No
        relationships
                             this record and so on).

        link corporate       Ability to link corporate structure - i.e. foundation, branch and subsidiary records. Ability
44                                                                                                                            Preferred   Yes or No   Yes or No
           structure         to drill to one of these entities and see their record, etc.


      maintain corporate
45                           Ability to record corporate history, i.e. mergers, acquisitions, name changes.                   Preferred   Yes or No   Yes or No
           history


                             Ability to record multiple contact fields on organization records (i.e. primary contact,
                             receipt contact, events contact, mailings contact). Company contacts may also have their
46 organization contacts     own contacts (i.e. executive assistants) and these must be tracked as a specific contact         Preferred   Yes or No   Yes or No
                             and linked to another company contact. Each contact should be able to be linked to a
                             primary.

                                                                                                                 4
        link people w.
47                           Ability to link individual records with corporations.                                           Preferred   Yes or No   Yes or No
          companies


48       alumni types        Ability to accommodate other definitions of alumni, such as associate and honorary.             Preferred   Yes or No   Yes or No


      customize and link     Ability for users to customize degrees and schools, and link degree and school name
49                                                                                                                           Desirable   Yes or No   Yes or No
     degrees and schools     changes to former degree and school names.

       defaults for new
50                           Ability to set defaults for data entry of a constituent record.                                 Preferred   Yes or No   Yes or No
           records

                             Ability to provide address cleansing (to Canada Post standards or to UVic's desired
51       address tool                                                                                                        Preferred   Yes or No   Yes or No
                             address standard.

                             Ability to do National Change of Address processing on constituent addresses and
       prevent address
52                           prevent recent addresses updates from being overwritten. Describe how this is                   Preferred   Yes or No   Yes or No
          overwrites
                             prevented.

53      Track activities     Ability to track constituents involvement in campus activities (events, lectures).              Preferred   Yes or No   Yes or No

                             Ability to track constituent's career - all places of employment, industry awards,
54       Track career                                                                                                        Preferred   Yes or No   Yes or No
                             certifications, etc.


                             Ability to merge constituent records that have been identified as duplicates, ideally by
55    merge duplicates       providing a screen which allows users to select which components of the existing records        Preferred   Yes or No   Yes or No
                             to keep for the new record. Describe who would be able to do this and how.


56       table codes         Ability for specified user to maintain table entries (i.e. creating them or making inactive).   Preferred   Yes or No   Yes or No


                             Ability to create customized "business rules" that create automatic changes to other
57        workflows          fields (i.e. when deceasing a constituent, their spouses marital status changes to              Preferred   Yes or No   Yes or No
                             widow(er), and to notify specified user that automatic change has occurred.


                             Communications



                             Ability to track contact parameters: mail (including various types of mail), email (various
58      mailing codes        email addresses, purpose of each, preferred) and phone (various phone numbers,                  Preferred   Yes or No   Yes or No
                             purpose of each and preferred).



      customize mailing
59                           Ability of the users to customize contact parameters.                                           Preferred   Yes or No   Yes or No
           codes

     data entry of mailing   Using a single data entry screen, ability for specified users to turn off and on various
60                                                                                                                           Preferred   Yes or No   Yes or No
            codes            types of contact parameters according to the constituent's preferences.

      display of mailing
61                           Ability to display constituents preferences on their record.                                    Preferred   Yes or No   Yes or No
            codes



                                                                                                                  5
                             Ability to provide report for all activities or specific type of activity from list of
       contact reports
62                           constituents within a time frame set by users. (i.e. all face to face meeting with x, all       Preferred   Yes or No   Yes or No
          summary
                             constituents sent annual review, etc).

                             Prospect Management


                             Ability for users to request assignment of a prospect or group of linked prospects from
                             within the system via an online request form that tags the prospect as pending request
63    pending prospect                                                                                                       Preferred   Yes or No   Yes or No
                             and requires user to enter a rationale for request. The system must alert users if the
                             prospect is already assigned or deceased.



     forward pending to      Ability for all pending requests to be forwarded to selected users for review and
64                                                                                                                           Preferred   Yes or No   Yes or No
          research           management. Describe how the system handles pending requests and follow ups.



65   history of primaries    Ability to store history of prospect requests and assignments on the constituent's record.      Preferred   Yes or No   Yes or No


66    multiple primaries     Ability to assign constituents to multiple external relations staff.                            Preferred   Yes or No   Yes or No


     multiple rankings of    Ability to have multiple rankings of a constituents by capacity, inclination and interest (a
67                                                                                                                           Preferred   Yes or No   Yes or No
       a constituent         prospect can be in several moves management stages by different faculties/units).

                             Ability to identify/flag constituents as connectors/natural partners and manage in
68       connectors                                                                                                          Preferred   Yes or No   Yes or No
                             pipeline but not be included as major gift prospects.

                             Ability to globally (mass) release all prospects from a specific development officer and
69      global release       globally (mass) assign all to a different development officer or assign to multiple             Preferred   Yes or No   Yes or No
                             development officers.

                             Ability to transfer all primaries from one development officer to another in one step (not
70     primary transfer                                                                                                      Preferred   Yes or No   Yes or No
                             individually).

                             Ability to track constituents interests as well as non interests using: user defined interest
71   constituent interests   fields, memo fields for further comments, and source of information field (Research             Preferred   Yes or No   Yes or No
                             Department or User), and date field.

                             Ability to track gifts/funding to other organizations, amounts, type of organization,
72      gifts to others                                                                                                      Preferred   Yes or No   Yes or No
                             source (who found out this information) and date.


                             Ability to track proposal details with user defined fields such as: Proposal Name, Purpose,
                             Campaign/Project, Fund, author (multiple), date of report creation, primary
73     track proposals       (development officer), research officer, faculty, geographic region, target ask range, ask      Preferred   Yes or No   Yes or No
                             amount and ask date, expected amount and expected date, and % of certainty, contact
                             field details, proposal notes field, and deadline field.


                             Moves Management


         dashboard-          Ability to provide dashboard with constituent summary page that can be customized by
74                                                                                                                           Preferred   Yes or No   Yes or No
     constituent summary     users.



                                                                                                                 6
                             Ability to send upcoming activities to Dashboard for a user defined timeframe and type
75   upcoming activities                                                                                                   Preferred   Yes or No   Yes or No
                             of activity.

                             Ability to create standard and customized "activity" categories that can be counted and
76         activities                                                                                                      Preferred   Yes or No   Yes or No
                             compared to their activity goals.

      dashboard activity     Ability for dashboard report that shows activities vs. goal for a specified period for a
77                                                                                                                         Preferred   Yes or No   Yes or No
           vs. goal          specified user or group of users (i.e. face to face, new prospects, etc).

       activity of linked    Ability to see full activity of linked/grouped prospects in one area, spouse, children,
78                                                                                                                         Preferred   Yes or No   Yes or No
           prospects         corporation, foundation, etc.


                             Ability to track a constituent in multiple pipelines - as a donor (in the stages of
                             qualification, identification, cultivation, solicitation and stewardship) and as an alumni
79    multiple pipelines                                                                                                   Preferred   Yes or No   Yes or No
                             (volunteer, ambassador). An example would be a donor that is in cultivation with Faculty
                             of Law, in identification with Faculty of Business and as volunteer in Alumni.


      report on length of
80                           Ability to report on how long a constituent has been in a stage(s) of the pipeline(s).        Preferred   Yes or No   Yes or No
             stage

81      stage and gift       Ability to report on what stage donor was in when gifts were made.                            Preferred   Yes or No   Yes or No


                             Ability to record collaboration by multiple units in moves management system. For
     other contributors to
82                           example, ability to record activities of central unit team members or research unit in        Preferred   Yes or No   Yes or No
            moves
                             assisting other units to secure gifts and increasing alumni engagement.


                             Ability to perform moves management tasks such as entering strategies, entering
                             contacts, altering strategies, etc, all from one screen so that development officer is not
83       ease of use                                                                                                       Preferred   Yes or No   Yes or No
                             exiting and entering multiple screens or interfaces. This is a key element where ease of
                             use and timing will be evaluated in demonstrations.

                             Ability to customize moves management system for estate administration. Estate
      customize moves
84                           administration has particular cycles that are not the same as the traditional fundraising     Preferred   Yes or No   Yes or No
     management for PG
                             cycles.

85   mass contact reports    Ability to enter mass contact reports into the system (i.e. sent annual review).              Preferred   Yes or No   Yes or No


86     mass strategies       Ability to enter mass strategies into the system (will invite group to legacy dinner).                    Yes or No   Yes or No


87     D.O. to faculties     Ability to assign development officer to 1 or more faculties or units.                        Preferred   Yes or No   Yes or No


                             Proposals


     assign other staff to   Ability to track non fundraising staff members on a proposal - who else was involved in
88                                                                                                                         Desirable   Yes or No   Yes or No
          proposals          building the proposal such as a Volunteer, Dean, Professor.


                             Ability to record why proposal is declined in a searchable field. For example if a proposal
89    declined proposal                                                                                                    Preferred   Yes or No   Yes or No
                             failed because the prospect will not give to "X", this needs to be easy to find out.




                                                                                                                7
90     inactive proposal       Ability to make a proposal inactive.                                                          Preferred   Yes or No   Yes or No


      link activities to the   Ability to link activities related to the proposal to the constituent and to the proposal
91                                                                                                                           Desirable   Yes or No   Yes or No
            proposal           itself.

      attach documents to
                               Ability to attach documents that accompanied the proposal with the constituent and the
92        proposal and                                                                                                       Preferred   Yes or No   Yes or No
                               proposal (such as actual proposal, case statements, and backup documentation).
           constituent

93    search for proposals     Ability to search for proposals on required keywords.                                         Preferred   Yes or No   Yes or No


94    link gifts to proposal   Ability to link gift/pledge to proposal.                                                      Preferred   Yes or No   Yes or No

                               Ability to track proposal status using status field and comment field (i.e. In progress,
95     status of proposal      Pending approval, Submitted, More Information Requested, Resent, Accepted, In                 Preferred   Yes or No   Yes or No
                               Stewardship, Declined, Deferred, etc).

                               Campaign/Contract Management


      goals for overall and    Ability to have annual and cumulative revenue goals for campaign overall and for various
96                                                                                                                           Preferred   Yes or No   Yes or No
          breakdown            appeals and funds (designations -i.e. different buildings) within the campaign.


        attachments to
97                             Ability to create "records" for these campaigns/contracts and attach documents.               Preferred   Yes or No   Yes or No
         "campaigns"


                               Ability to track activities/actions taken on any of these campaign/contract records with
      create activities for    the ability to copy these activities over to a new campaign/contract record in order to
98                                                                                                                           Preferred   Yes or No   Yes or No
         "campaigns"           use as a planning tool and to understand what efforts have gone into that Campaign,
                               Fund, Appeal, Package, etc.


       assign faculties to
99                             Ability to assign campaigns, appeals to faculties.                                            Preferred   Yes or No   Yes or No
      appeals/campaigns


                               Alumni


                               Ability to add track alumni interactions with the university. The interactions must be user
100   alumni interactions      defined and unlimited (i.e. participates in travel program, volunteers at events, organizes   Preferred   Yes or No   Yes or No
                               alumni events, nominates alumni, responded to survey x, etc).


                               Ability to track all student awards on constituents record (scholarship, bursaries, awards,
101    alumni award info                                                                                                     Preferred   Yes or No   Yes or No
                               fellowships) and amounts and dates.


102    alumni semesters        Ability to track semesters attended for alumni.                                               Preferred   Yes or No   Yes or No


103      alumni co-op          Ability to track co-ops, exchange programs.                                                   Preferred   Yes or No   Yes or No


104    alumni residences       Ability to track residence and dates.                                                         Preferred   Yes or No   Yes or No



                                                                                                                  8
      alumni "preferred"
105                          Ability to track Alumnus preferred grad year/faculty/department to be used for events.           Preferred   Yes or No   Yes or No
       grad year/faculty
        email blasts to
                             Ability to send email blasts based on interests to potential advocates to drive them to the
106       interested                                                                                                          Preferred   Yes or No   Yes or No
                             website for more information.
         constituents

107   alumni mailing lists   Ability to generate alumni mailing lists using the report interface.                             Preferred   Yes or No   Yes or No


                             Ability to track constituents athletic history at UVIC - position, team, coaches, years
108     Track athletics      played. Ability to link athletes to multiple sports and for various years. (i.e. constituent X   Preferred   Yes or No   Yes or No
                             played soccer in 1999 and 2002, baseball in 2000).


       Track university      Ability to track alumni involvement in campus activities such as student government,
109                                                                                                                           Preferred   Yes or No   Yes or No
          activities         clubs, etc.



      double majors and      Ability for users to manage alumni with double majors and or multiple degrees,
110                                                                                                                           Preferred   Yes or No   Yes or No
       multiple degrees      according to the needs of the users and the preferences of the alumni.



111     alumni survey        Ability to upload survey data into alumni records.                                               Preferred   Yes or No   Yes or No


                             Online Giving

                             Ability for constituent to make a web donation. The donation must be automatically
112     web donation         attached to the constituent's record, and the system must be payment card industry (PCI)         Preferred   Yes or No   Yes or No
                             compliant. Please describe this feature.

                             Ability for donor to select to be anonymous, or to select particular name for donor
113    web anonymous                                                                                                          Preferred   Yes or No   Yes or No
                             recognition lists.

                             Ability for constituent to make one time gift, pledge with varying payment size and
114    web pledge/gift                                                                                                        Preferred   Yes or No   Yes or No
                             schedule, etc).


115    web designation       Ability for donor to choose designation fund using keyword search or browse list.                Preferred   Yes or No   Yes or No


                             For memorial gifts, ability for constituent to check off "Notify the family of my gift";
116     web memorial                                                                                                          Preferred   Yes or No   Yes or No
                             "Notify the family of my gift and the amount".
                             Ability for donors to make an "In Celebration" gift, for birthdays, anniversaries,
117 web celebration gift     retirement, and other special occasions and provide email or address of person they are          Preferred   Yes or No   Yes or No
                             celebrating.
       web notification
118                          Ability to automatically generate email notification or letter for the above gift.               Desirable   Yes or No   Yes or No
           email

        web question
                             Ability to ask the constituent: Where did you hear about this website/what prompted
119    "'where did you                                                                                                        Preferred   Yes or No   Yes or No
                             you to give. Provide choices.
           hear"

                             Ability to transfer/upload all information to the donor's record, with option of having
120      web upload                                                                                                           Preferred   Yes or No   Yes or No
                             manual review prior to upload.

                             Constituent Relations and Stewardship


                                                                                                                  9
                              Ability for system to automatically assign a giving level to a constituent (i.e. president's
                              circle) based on gifts/funding within a specific year and lifetime giving. Also must have
121        giving level                                                                                                        Desirable   Yes or No   Yes or No
                              ability for user to override this by assigning a giving level name to a constituent -
                              comment field needed to explain rationale for override.


                              Ability to report on individual constituent's giving/funding as well as all linked
122     group reporting                                                                                                        Preferred   Yes or No   Yes or No
                              constituents as a whole.



123     anonymity levels      Ability for users to set levels of anonymity according to the preferences of donors.             Preferred   Yes or No   Yes or No


                              Ability to track recognition naming (i.e. building naming, donor walls, outdoor spaces,
124          naming                                                                                                            Preferred   Yes or No   Yes or No
                              etc).

                              Ability to create recognition activity track - a planning tool to allow us to plan recognition
                              steps (i.e. a number of user specified activities in a specified order - a user created
125 recognition pipeline                                                                                                       Preferred   Yes or No   Yes or No
                              activity template). Such as what happens, when, the next steps, reminders for follow-up,
                              etc.

      report on recognition
126                           Ability to report on constituents and what recognition activity track they are in.               Preferred   Yes or No   Yes or No
              track

                              Events Management

                              Ability for users to create a record for each event, tracking on date, location, hosts,
                              speakers and speakers' preferences, invitees, attendees and guests, declines, no shows,
127       event record                                                                                                         Preferred   Yes or No   Yes or No
                              volunteers, recognition gifts, programs, menus, suppliers, budget, seating arrangements,
                              sponsors, gifts in kind.

        event - multiple      Ability to track multiple events over multiple days - a main event and many sub-events -
128                                                                                                                            Preferred   Yes or No   Yes or No
          events in 1         such a reunion weekend.

          event master
129                           Ability to have a master calendar to record events, mailing, etc.                                Preferred   Yes or No   Yes or No
            calendar

        events mailing to     Ability to segment invitees from multiple events and send follow up communications
130                                                                                                                            Preferred   Yes or No   Yes or No
            invitees          such as copies of programs, pod casts, etc.

                              Ability to manage purchases of multiple tickets by one constituent and track attendees to
131    events track tickets                                                                                                    Preferred   Yes or No   Yes or No
                              that constituent.


132          events           Ability to email invitations to large, segmented groups.                                         Preferred   Yes or No   Yes or No


133          events           Ability to add constituents not in the system to the invitation list.                            Preferred   Yes or No   Yes or No


134          events           Ability to prevent duplicate invitations.                                                        Preferred   Yes or No   Yes or No

                              Ability to generates name tags with user defined formatting of names, degrees, honorary
135          events           titles, professional designations, etc. Must be able to manipulate names based on                Preferred   Yes or No   Yes or No
                              cultural preferences.

                              Ability to generate seating plans as lists and diagrams for planning purposes and print
136          events                                                                                                            Preferred   Yes or No   Yes or No
                              ready table layouts.


                                                                                                                   10
                              Ability to link constituents to events, and report on who and number that attended
137          events                                                                                                            Preferred   Yes or No   Yes or No
                              events.


                              Ability to sends out automatic reminders for events constituents have registered to
138          events                                                                                                            Preferred   Yes or No   Yes or No
                              attend, and also override for specific invitees.

                              Annual Giving


                              Ability to segment database on user specified criteria : such as preferred method of
139       segment db          contact (phone, email, mail), and/or constituent's giving history, and/or activity history,      Preferred   Yes or No   Yes or No
                              and/or interests, and/or degree faculties.


        reduce dups. in       Ability to reduce duplicates by ranking segments so that constituents that are in multiple
140                                                                                                                            Preferred   Yes or No   Yes or No
           segments           segments will fall into highest priority segment.

                              Ability to check if constituents in a segment have recently been contacted (emails, mail
141    analyse segments       or phone calls) within a specified time period and allow user to chose which to keep in          Preferred   Yes or No   Yes or No
                              the current segment.

                              Ability to ensure that households are only solicited once based on the various segments.
142    analyse segments       For example one spouse should not fall into one segment and the other spouse/family              Preferred   Yes or No   Yes or No
                              member should not fall into another segment and then be solicited twice.

       incl soft credits in   Ability to include soft Credits when segmenting potential constituents as well as
143                                                                                                                            Preferred   Yes or No   Yes or No
            segments          payments of pledges from a third party.


      calendar for annual
144                           Ability to populate a calendar with annual giving planned activities.                            Preferred   Yes or No   Yes or No
           activities


      efficiency of annual    Ability to track costs with each activity and to measure response (number and $'s) versus
145                                                                                                                            Preferred   Yes or No   Yes or No
             appeals          cost.


                              Ability to track various metrics such as # solicited, # donors, # gifts, $ raised, Avg$/donor,
       metrics of annual
146                           Avg$/gift, %participation, $ received, % received, ROI, relationship manager metrics, sub        Preferred   Yes or No   Yes or No
           appeals
                              groups and any other metrics to be determined.


       eliminate donors       Ability to identify / flag donors that pledge but never make payments so that they are not
147                                                                                                                            Preferred   Yes or No   Yes or No
        from segments         segmented.


148      matching gifts       Ability to flag and report on matching gift companies of donors.                                 Preferred   Yes or No   Yes or No


      move from annual to     Ability to analyze annual giving donation history to determine giving patterns and
149                                                                                                                            Preferred   Yes or No   Yes or No
             major            identify prospects to be moved towards larger gifts with the Alumni giving area.


                              Gift Processing


                              Actual gift batches should allow for unlimited number of gifts to be entered with the
150         batches                                                                                                            Preferred   Yes or No   Yes or No
                              ability to auto-save the batch throughout the process of entering the gifts into the batch.


                                                                                                                 11
                           Ability to have financial controls, such as Batch Headers, Validation and Batch Control
151     batch controls                                                                                                      Preferred   Yes or No   Yes or No
                           Reports.


152     demo of entry      Ability to enter gifts quickly - this will need to be demonstrated.                              Preferred   Yes or No   Yes or No


153     pci compliance     System must be PCI compliant.                                                                    Preferred   Yes or No   Yes or No


                           Ability to correct transactions for cheques returned as insufficient funds (i.e. create
154   reverse payments                                                                                                      Preferred   Yes or No   Yes or No
                           appropriate reversing entry for feed to Banner Finance module).

                           Ability to handle non-financial batches: A non-financial batch is when a Faculty deposits
                           their donation cheques and sends the donation information to Gift Processing for tax
155     self reversing                                                                                                      Preferred   Yes or No   Yes or No
                           receipting purposes. These gifts must be flagged in the system as NOT being part of the
                           journal entries that will be generated to go into the Finance system.



                           Ability to have online gift form for development officer - they can fill out the form within
                           the system, select the designation or nominate a new one, select if a pledge payment
156    online gift form    and select actual pledge if known, etc. This form would then be pending until cheque             Desirable   Yes or No   Yes or No
                           arrived in gift processing and gift processor verify gift form, override any information and
                           submit to batch.


                           Ability to adjust gifts (i.e. designation, solicitation code, etc). Please describe all fields
157      adjust gifts                                                                                                       Preferred   Yes or No   Yes or No
                           that can be adjusted.


158       audit trail      Audit trail for every transaction on a gift record.                                              Preferred   Yes or No   Yes or No


159       gift credit      Ability to assign gift credit to multiple staff - i.e. split credit 75/25.                       Preferred   Yes or No   Yes or No


                           Ability to track gifts by project/campaign, by solicitation code, by project, by campaign,
160   campaign/project                                                                                                      Preferred   Yes or No   Yes or No
                           by designation type.

                           Automatic pledge reminders are sent to assigned individual (may be different from
      pledge reminder to
161                        primary) for personal follow up with donor, deferral or referral back to central gift            Preferred   Yes or No   Yes or No
            D.O.s
                           processing.

162      foreign gifts     Ability to track gifts from outside of Canada and compare to a goal.                             Preferred   Yes or No   Yes or No


                           Ability to create Charts on stats - i.e. Goals versus Actuals for each levels on a Campaign.
163       gift charts                                                                                                       Preferred   Yes or No   Yes or No
                           Ability to have user defined ranges (revenue ranges).

        include gifts in   Ability for user to define which gifts are or are not to be included in the total actuals that
164                                                                                                                         Preferred   Yes or No   Yes or No
           counting        are to be compared to goal.

                           Ability to always retain gift numbers of voided gifts - gift numbers should never be
165      gift numbers                                                                                                       Preferred   Yes or No   Yes or No
                           deleted.

                           Gift Records




                                                                                                                 12
                              Ability to have numerous date fields on a Gift (i.e. date the gift was received, receipted,
166      gift date fields     acknowledged, sold, appraised, posted to Banner Finance, year to be counted). Ability to           Preferred   Yes or No   Yes or No
                              have date automatically generated or manually entered.




      Finance - g/l account   Ability to attach G/L Account numbers (both debit and credit) to every designation.
167                                                                                                                              Preferred   Yes or No   Yes or No
               no.            Ability to maintain history of account numbers and date they changed.


                              Ability to track the following for securities/property: fair market value, net proceeds, no.
168    gift fields for GIKS                                                                                                      Preferred   Yes or No   Yes or No
                              of shares, fees, appraisal fees.


                              Ability to track the following for gifts: campaigns, faculty, primary, solicitation code,
169        gift fields                                                                                                           Preferred   Yes or No   Yes or No
                              geography, type of fund (endowed, capital, etc), etc.

                              Ability to track user specified types of soft credits (family soft credit, business soft credit,
170       soft credits                                                                                                           Preferred   Yes or No   Yes or No
                              etc).


171   flag potential major    Ability to flag donors that are getting close to a next giving level.                              Preferred   Yes or No   Yes or No


                              Ability to recognize constituents with foreign currency gifts in either Canadian value or
172    currencies to cdn      Foreign value (i.e. may want to recognize a US constituent at the $1m US level or may              Preferred   Yes or No   Yes or No
                              choose to do it at Cdn rate).


                              Ability to produce list of all receipted gifts for CRA tax filing purposes. If receipt is not
                              generated by this system as in case of foundation, must also be able to flag these gifts as
173      receipted gifts                                                                                                         Preferred   Yes or No   Yes or No
                              receipted. System must automatically flag gifts that are being receipted, and user must
                              also be able to manually flag gift as receipted.


174      matching gifts       Ability to flag all matched gifts.                                                                 Preferred   Yes or No   Yes or No


                              Ability to handle Third Party Giving such as for the United Way (cheque comes in from an
175       United Way          Organization and the gifts are from the employees). Describe how this will be reported             Preferred   Yes or No   Yes or No
                              on the donor giving history.


                              Ability to track a constituent that gave gift/funding to a different organization that then
176     Gift to other org                                                                                                        Preferred   Yes or No   Yes or No
                              gave the gift to UVIC.


                              Pledges


177     overdue pledges       Ability to flag and report on overdue pledges.                                                     Preferred   Yes or No   Yes or No


                              Ability to handle pledge payments that are above and below the payment schedule
         over or under
178                           amount by offering user option of adjusting next payment, or final payment, adding new             Preferred   Yes or No   Yes or No
           payments
                              payment, etc.




                                                                                                                   13
                            Ability to handle currency fluctuations during a pledge payment. US donor may pay off
179    foreign pledges                                                                                                   Preferred   Yes or No   Yes or No
                            exactly $1m in US$ but may end up over or under paying the Cdn equivalent.


                            Ability to write-off pledges and then opt to continue to count in a specific years revenue
180        write-off                                                                                                     Preferred   Yes or No   Yes or No
                            or remove from the revenue.


                            Ability to adjust pledges mid schedule such as when donors want to give to different
181     adjust pledges      designation. Adjustment will result in original portion counting towards initial             Preferred   Yes or No   Yes or No
                            designation and adjusted portion counting towards goals of other designation.


       3rd party pledge     Ability for one or more constituents to be able to pay off another's Constituent's Pledge
182                                                                                                                      Preferred   Yes or No   Yes or No
          payments          and show in reporting who made payments against which pledge.


                            Ability to create a group pledge and report on the various parts of the pledge (such as
183     group pledge        when a group of business owners pledge to raise $1M - each of them pledge their              Preferred   Yes or No   Yes or No
                            portion of the group pledge and then raise the rest).


184    varying schedule     Ability to create varying payment schedules.                                                 Preferred   Yes or No   Yes or No


       pledge payment       Ability to report on cash flow projections by showing all pledge payments expected for
185                                                                                                                      Preferred   Yes or No   Yes or No
          schedule          each quarter/month for specified period of time.

                            Receipting

                            Ability to generate specific receipt based on designation and original currency (i.e. to a
186     entity receipts                                                                                                  Preferred   Yes or No   Yes or No
                            US foundation, generate receipt in US$).

                            Ability to reissue or reprint Receipts with appropriate CRA standard notes on the
187    reissue receipts                                                                                                  Preferred   Yes or No   Yes or No
                            Receipts explaining the reissue/reprint.

188   e-receipting option   Ability to select E-receipting option for specific gifts of specific size.                   Preferred   Yes or No   Yes or No

      acknowledgement
189                         Ability to generate non tax receipt to acknowledge a gift as determined by user.             Preferred   Yes or No   Yes or No
           receipt

190 1 end of year receipt   Ability to generate 1 receipt at year end rather than after each pledge payment.             Preferred   Yes or No   Yes or No

191     benefit receipt     Ability to generate receipts recognizing benefit.                                            Preferred   Yes or No   Yes or No

      pledge amount on      Ability for receipt to show payments for the period, initial pledge and amount
192                                                                                                                      Preferred   Yes or No   Yes or No
           receipt          outstanding on the pledge.

                            Gift Agreements/Contracts

           gift
                            Ability to attach Gift Agreements, Terms of Reference, Contracts and any other
193 agreements/contract                                                                                                  Preferred   Yes or No   Yes or No
                            information to the gifts/payments, with security access.
            s

                            Corporate/Government Relations




                                                                                                             14
                            Ability to have a customizable moves management system for corporate/government
194   corporate relations                                                                                                     Preferred   Yes or No   Yes or No
                            relations.


      non philanthropic     Ability to track and code specific non-philanthropic gifts. Ability to assign to campaigns
195                                                                                                                           Preferred   Yes or No   Yes or No
            gifts           and to corporate relations officers or government relations officers.


                            Ability to track and report on a corporate relations research pipeline (similar to the
                            requirement entitled "research pipeline" - for example: # of corporate prospects
      corporate relations   identified that became sponsors/strategic alliances and the amount of the contract, # of
196                                                                                                                           Preferred   Yes or No   Yes or No
       research pipeline    prospects by industry delivered to each corporate relations officer per month, time from
                            corporate prospect identification to contract, # of requests for research per corporate
                            relations officer).


                            Gift and Estate Planning



197     planned giving      Ability to have a customizable moves management system for estate administration.                 Preferred   Yes or No   Yes or No



                            Ability to create records for financial advisors, trustees for the planned gift and link to the
198     planned giving                                                                                                        Preferred   Yes or No   Yes or No
                            gift.


                            Ability to record and report on a variety of planned giving vehicles, such as charitable
199     planned giving                                                                                                        Preferred   Yes or No   Yes or No
                            remainder trusts, life insurance, securities, real property.


                            Ability to manage estates in administration by recording expected estate as a pledge and
                            then all payments towards the pledge. This pledge must be separate type of pledge than
200     planned giving                                                                                                        Preferred   Yes or No   Yes or No
                            other gifts and user has ability to determine whether to include in fundraised revenue
                            numbers or not.


201     planned giving      Ability to link deceased constituent's record with estate record.                                 Preferred   Yes or No   Yes or No


202     planned giving      Ability to flag the estate as being complete.                                                     Preferred   Yes or No   Yes or No


203     planned giving      Ability to track expectancies using both face value and present value.                            Preferred   Yes or No   Yes or No


                            Awards

                            Ability to have multiple contacts for designations (contacts will receive endowment
204        awards                                                                                                             Preferred   Yes or No   Yes or No
                            reports, donor notices, etc).


205   terms of reference    Ability to record terms of the award and attach to designation.                                   Preferred   Yes or No   Yes or No


206    gift agreements      Ability to attach gift agreement to the designation as well as to constituent record.             Preferred   Yes or No   Yes or No




                                                                                                               15
                          Ability to record biographies of donors who have set up the awards and link the
207    bios of donors                                                                                                 Preferred   Yes or No   Yes or No
                          biographies to the funds.

      administrator of
208                       Ability to track administrator of the designation (i.e. SAFA, faculty).                     Preferred   Yes or No   Yes or No
          award

                          Ability to track types of awards and faculties/units - each award may have more than one
209   types of awards     type and more than one faculty (i.e. smith endowment may pay for bursaries in science       Preferred   Yes or No   Yes or No
                          and scholarships in English).


                          Ability to track payments for annual awards by flagging year of payment (i.e.. Payment
210   award payments                                                                                                  Preferred   Yes or No   Yes or No
                          for 09-10 award), and ability to generate a report to show which awards are not paid.


                          Prospect research


                          Ability to record prospect research information such as multiple contact information,
                          family, colleagues and friends, marital status, birthday, business information, career
211    research fields    history, memberships and awards, compensation, stock holdings, property, philanthropic      Preferred   Yes or No   Yes or No
                          information, analysis. For corporations, subsidiaries, branches, directors, officers,
                          employees, financial info such as stock trading price, EBITA, etc.


                          Ability to track research requests by researcher, type of profile, requesting unit,
212   research requests   development officer, project, constituent, moves management stage, day requested, day       Preferred   Yes or No   Yes or No
                          completed, time spent, interest codes and industry codes.



                          Ability to track and report on a research prospect pipeline similar to a development
                          moves management system (for example: # of prospects identified by Research that
                          were eventually picked up by development officers, # of prospects identified by Research
213   research pipeline   who eventually gave a gift and the amount of the gift, # of research items by type          Preferred   Yes or No   Yes or No
                          delivered to each faculty/unit per month, # research items delivered to each
                          development officer per month, time from prospect identification to gift, # of requests
                          per development officer).


      1 screen research
214                       Ability for researchers to enter data into the system via a single screen.                  Preferred   Yes or No   Yes or No
            entry

                          Ability to generate customized research profile reports or call reports from the system
215       profiles        with ability for user to select parameters and formatting. System offers users              Preferred   Yes or No   Yes or No
                          standardized profile reports as well.

                          Ability to flag all history of those constituents with research profiles, including dates
216   research profiles                                                                                               Preferred   Yes or No   Yes or No
                          created.

       attachment to      Ability to attach articles, web links and other sources as "footnotes" to profile
217                                                                                                                   Preferred   Yes or No   Yes or No
          profiles        information.


218   profile comments    Ability to add comments to research profiles with confidential access.                      Desirable   Yes or No   Yes or No


                          Ability to display a research "queue" - number of requests completed, number of
219    research queue                                                                                                 Desirable   Yes or No   Yes or No
                          requests pending, by researcher and by unit.

                          Analytics


                                                                                                              16
220      analytics     Ability to do predictive modeling based on database.                                           Desirable   Yes or No   Yes or No



                       Ability to do trend Analysis capabilities: How often do donors give, at what levels, what
221      analytics                                                                                                    Preferred   Yes or No   Yes or No
                       time of the year, what are their giving habits, increases/decreases in their donations, etc.


                       Ability to rate donors based on research done on them and their historical giving and
222      analytics     alumni activity based on linking home ownership with valuation of their assets/net             Preferred   Yes or No   Yes or No
                       worth, etc.

                       Ability to analyze RFM( Recency, Frequency and Monetary) for donors divided into
223      analytics                                                                                                    Preferred   Yes or No   Yes or No
                       various categories such as age ranges, geographical, Alumni versus non-Alumni, etc.


                       Ability to determine Retention/Attrition Rates: Donor and Alumni Engagement - by
224      analytics                                                                                                    Preferred   Yes or No   Yes or No
                       various queries (such as by geographical area, age ranges, etc).


                       Ability to look for trends of Alumni that graduate from each program and if the have a
225      analytics                                                                                                    Preferred   Yes or No   Yes or No
                       likelihood to give twice a year, once a year or only one gift in their lifetime.

                       Ability to do analysis such as how many activities / phone calls / led them to volunteer
226      analytics                                                                                                    Preferred   Yes or No   Yes or No
                       and also led them to become donors.

                       Work plan Metrics


227       goals        Ability to create constituent records for staff members with user defined goal fields.         Preferred   Yes or No   Yes or No


                       Ability to track user defined metrics for staff members against goals. Metrics include
                       money raised, activities such as number and type of calls, number and level of proposals,
228       goals                                                                                                       Preferred   Yes or No   Yes or No
                       number of prospects/alumni in user defined stages, joint calls with deans, academics and
                       colleagues and professional development.



                       Ability to show Revenue Goals and actuals on a daily basis for user defined period (by
229       goals        Campaign, Fund, Appeal, Packages, Project, Campus, Faculty/Unit, Special Initiatives,          Preferred   Yes or No   Yes or No
                       Objectives, and by Development Manager, Solicitation Team, etc.



                       Ability to report on user defined metrics at individual, unit and position levels for a
229       goals                                                                                                       Preferred   Yes or No   Yes or No
                       predefined time frame.

                       Banner Finance interconnectivity


                       Ability to interface with Banner Finance. One way feed is required to feed gift
                       information to Banner Finance from the External Relations system. Gifts and pledge
230   Banner Finance                                                                                                  Preferred   Yes or No   Yes or No
                       payment data (including adjusted and voided gifts) must be fed to Banner Finance
                       through an automated process (overall pledges will not be fed just their payments).


                       Ability for automated process to update gift records that have been fed from the External
231   Banner Finance                                                                                                  Preferred   Yes or No   Yes or No
                       Relations system with a fed indicator and the batch ID/feed number.




                                                                                                          17
                       Ability for automated process to populate the GURFEED table in Banner Finance, allowing
232   Banner Finance                                                                                                    Preferred   Yes or No   Yes or No
                       Banner Finance to run a process to update Banner Finance with gift information.


                       Ability to feed gift details such as batch ID/feed number, gift amount, campaign,
                       designation, FOAPAL or G/L number for each designation, gift number, gift date, feed
233   Banner Finance                                                                                                    Preferred   Yes or No   Yes or No
                       date, gift type, gift code, User ID, etc. The list of fields to feed must be alterable
                       depending on Finance requirements (i.e. upgrades may require additional fields).

                       Ability to run reconciliation report to verify that all batches fed correctly to finance
234   Banner Finance                                                                                                    Preferred   Yes or No   Yes or No
                       module.


235   Banner Finance   Ability to re-run feeds to the Banner finance that bomb out on the finance side.                 Preferred   Yes or No   Yes or No



                       Ability to "cost recover" specific types of gifts within specific gift ranges. For example, we
236   Banner Finance   currently take 25% off of gift raised from the annual giving program and send this money         Preferred   Yes or No   Yes or No
                       to a different designation than the other 75% of the donation.


                       Banner Student interconnectivity


                       Ability to interface with Banner Student. One-way feed is required to feed graduated
                       student records to the External Relations system from Banner Student to create alumni
237   Banner Student                                                                                                    Preferred   Yes or No   Yes or No
                       records. Student data from Banner Admissions, Academic History and Registration
                       modules must be fed to the External Relations system through an automated process.


                       Ability for automated process to create alumni records in the External Relations database
                       including (but not limited to) the following data: degree, degree date, degree year
                       (relates to academic year not calendar year), college/faculty, multiple departments
238   Banner Student   related to area of study, multiple majors, minors and/or area of concentration, address          Preferred   Yes or No   Yes or No
                       data, donor/alumni code, institutional honors, departmental honors, comments, student
                       employment history, comments and co-op studies data, student activity data (athletics,
                       student government, etc).


                       Banner HR interconnectivity

                       Ability to interface with Banner HR. Two-way feed is required to process staff payroll
                       deductions. External Relations system must feed pledge data to Banner HR then Banner
239     Banner HR                                                                                                       Desirable   Yes or No   Yes or No
                       HR must feed deductions back to External Relations system to create the gift/installment
                       payment records.


                       Ability for the External Relations system to Banner HR feed to include (but not be limited
                       to) the following fields: batch ID, constituent id, pledge amount, pledge type, date of
240     Banner HR                                                                                                       Desirable   Yes or No   Yes or No
                       first installment, pledge frequency code, pledge number, pledge comment. Ability to
                       populate the PEAFDED table in Banner HR for setup of payroll deductions.


                       Ability for the Banner HR to External Relations system feed to contain all data required to
                       create gifts associated with payroll pledges in the External Relations system. An
241     Banner HR                                                                                                       Desirable   Yes or No   Yes or No
                       automated process will create these gifts in the External Relations system using the data
                       from the GURALMP table in Banner HR.

                                                                                                           18
                           (Separate requirement from payroll deductions described above). Ability to receive
242      Banner HR         information from Banner HR to indicate new hires, retirees, staff who leave Uvic and             Desirable   Yes or No   Yes or No
                           then flag External Relations system constituents accordingly.


                           Other Banner interconnectivity


                           Ability to interface with Banner General Person tables for address updates, deceased,
       Banner General
243                        etc. A feed of all changes should be fed from Banner (if change has occurred in Banner)          Desirable   Yes or No   Yes or No
          Person
                           to External Relations system and vice versa - with option of user including change.


                           Alumni web systems interconnectivity


                           Ability to interface with Alumni web system. Two-way feed is required to provide alumni
                           info for email blasts and to process updated alumni demographic info. External Relations
                           system feeds alumni data to the Alumni web system. Alumni web system feeds address
244 Alumni web systems     changes and mailing preferences from Alumni web system to External Relations system.             Preferred   Yes or No   Yes or No
                           An automated process uploads the changes into the External Relations systems (verified
                           by the user prior to upload). Please describe all APIs that are available to construct this
                           two-way feed.


                           Protocols that we support (cryptographic protocols): SFTP, SCP (data file transport),
                           LDAPS (query and modify).API support: XMLRPC (system interaction via HTTPS), others
245       Protocols        considered. Preference is given to XML encoded data, the Alumni web interfaces are               Preferred   Yes or No   Yes or No
                           AJAX, XML/XSLT driven websites. Database connectivity: Oracle Generic Connectivity
                           (ODBC, OLEDB) may be an option (to be determined by UVic Systems).


                           Ruffalo Cody Campus Call interconnectivity


                           Ability to interface with Ruffalo Cody's Campus Call software. Two-way feed is required
                           to process annual giving donations. External Relations system feeds prospect data to
246      Campus Call                                                                                                        Preferred   Yes or No   Yes or No
                           Campus call to be used for calling program then feeds resulting data from Campus Call to
                           External Relations system.



                           Ability to feed information that includes, but is not limited to, the following: call results,
247      Campus Call                                                                                                        Preferred   Yes or No   Yes or No
                           demographic info, gifts and pledges.


                           Other System interconnectivity


                           Ability to interface with the Continuing Studies system via a one-way feed from the
                           continuing studies system to the External Relations system. An automated process in
248   Continuing Studies                                                                                                    Preferred   Yes or No   Yes or No
                           the External Relations system will create alumni records for the diploma and certificate
                           grads similar to the process described under Banner Student.

                           Ability to interface with Uvic's ID card system. Two way feed is required to process the
                           alumni ID cards. Alumni eligibility is fed from the External Relations system to the ID card
249        ID Card         system. Alumni ID card issued data is fed from the ID card system to the External                Preferred   Yes or No   Yes or No
                           relations system. Please describe all APIs that are available to construct this two-way
                           feed.

                                                                                                               19
                          Ability to interface with custom Oracle-based Convocation Management system
       Convocation        (CermRoll). One way feed is required to feed the honourary degree data from the
250                                                                                                                   Desirable   Yes or No   Yes or No
    management System     CermRoll system to the External Relations system. Please describe all APIs that are
                          available to construct this one-way feed.

                          Ability to interface with custom Oracle-based electronic voting management system
     Electronic Voting    (Web Vote). One way feed is required to feed the voting eligibility data from the Web
251                                                                                                                   Desirable   Yes or No   Yes or No
    management system     Vote System to the External Relations system. Please describe all APIs that are available
                          to construct this one-way feed.


                          Server Requirements and Software Update Process


                          The University of Victoria makes extensive use of x86-based servers running Windows or
                          Linux operating systems. Supported databases include Oracle, MS/SQL and MySQL, with
                          Oracle being the preferred database. Please describe the system and server architecture
252 Server Requirements   that would enable the External Relations system to run under either Windows or Linux.       Preferred   Yes or No   Yes or No
                          Please list all database and application servers required, including memory, CPU and disk
                          requirements assuming 80 concurrent users of the External Relations system and 200,000
                          constituent records.


                          The University of Victoria generally maintains development, preproduction and
                          production server environments. Production code and data is generally copied down to
                          development and preproduction prior to significant updates, to ensure that testing in
      Software Update     preproduction is as realistic as possible. Please describe whether or not your software
253                                                                                                                   Preferred   Yes or No   Yes or No
          Process         supports this model. If so, please describe how production can be copied to
                          preproduction and development, and how the identical update set can be applied to
                          each. If not, please describe your recommended approach to ensure that updates are
                          fully tested before being applied to production.




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