Fort Bend Independent School District (FBISD) RFP Cover Sheet

Transcription

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

Fort Bend Independent School District (FBISD) RFP Cover Sheet

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