Introduction To Your Company
40. Has your company been providing administrative computing solutions for the higher
education marketplace for at least ten (10) years?
41. How long has your company been in the Higher Education software business?
42. Are your company's resources entirely dedicated to the support of higher education?
43. When was your first Higher Education software application first sold to a customer?
44. How many Higher Education installations do you have in total? List them.
45. Will you serve as primary contractor for this proposal?
46. If you are not the primary contractor, who is held accountable for issues during and after
implementation?
47. Do your products and services comply with government regulations?
48. Do your products and services comply with industry standards?
49. Are your products installed at institutions outside of the United States?
50. Does your company operate its own training centers?
51. Has your company consistently shown a profit year-to-year?
52. In FY 1998, 97, 96: What were your total revenues?
53. What were your total revenues in the Higher Education market?
54. Are audited annual reports available to potential clients?
55. Is your company an equal opportunity employer?
56. Is it your company's policy to comply with all applicable federal, state, provincial and local
discrimination laws?
57. Does your company practice total quality management principles?
58. Do your continuous quality improvement programs emphasize teamwork `and continuous
process improvement?
59. Do you have 5 references that are live on all modules of the Student, Degree Audit,
Financials, Financial Aid, and Human Resources? Please provide names and contact
information.
60. Are your Financials or Human Resources modules designed for higher education? If not,
when will a product designed for higher education be delivered? If yes, did the client have
to add additional functionality to meet their higher education business needs?
61. Has you company ever been sued? If so, why?
62. How many employees did you have as of 3/1/99 working exclusively with the Higher
Education products?
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63. As of 12/31/98?
64. As of 12/31/97?
65. As of 12/31/96?
66. As of 12/31/95?
67. Provide a breakdown of your employees by function, i.e., development, support, sales,
administrative, services, etc. for your Higher Education products.
68. Are all employees trained in process management to ensure thorough knowledge of the
company's emphasis on quality?
69. Are employees involved in identifying, analyzing, and making recommendations to
improve your company's key processes?
70. Is the company's quality progress monitored and tracked to ensure integration of continuous
improvement techniques into your daily operations?
71. Would you be willing to include your response to the RFP as part of the contract?
Company Philosophy
This section is intended to give <ABBREV> an overview of your company's philosophy in
dealing with its clients, its employees, and its long-term growth.
Commitment To Clients, Employees, Company
72. Are all of your company's development and support efforts focused on the higher education
marketplace?
73. Are your company's research and development efforts dedicated to producing product
features and functions to meet emerging client requirements?
74. Is your client retention rate (as defined by the number of currently supported clients divided
by the total number of clients whom have ever contracted with your company for any
higher education software) higher than 95 percent?
75. Does your company support charitable activities that benefit institutions of higher education
or their students?
76. Are employees encouraged to participate in industry associations, national and regional
conferences, and professional seminars?
77. Is your company committed to hiring employees who have experience working at
institutions of higher education?
78. Is your company committed to forming long-term partnerships with clients?
79. Does your company have strategic business partnerships with the following hardware
vendors: IBM, HP, COMPAC, Sun, and Intel?
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80. Do your partnerships with hardware vendors result in special discounts or product offerings
for your clients?
81. Does your company have strategic relationships with third-party software and peripheral
equipment suppliers who are committed to the higher education market?
82. Does your company's technical strategy maximize the client's investment in your products
by providing evolutionary growth?
83. Does your company provide new releases of software to clients without requiring them to
relicense the entire software package?
84. Does your technical strategy ensure that institutions can keep pace with
industry changes?
institutional and
85. Are client comments and feedback used for planning enhancements to products?
86. Are product features and functions reviewed by clients during their development?
87. Are client sites used to beta-test new software, providing feedback on the quality of the
product, its documentation, and training materials?
88. Does your company's service strategy include all aspects of support, including
implementation planning, project management, process improvement, and professional
consulting services?
89. Are your company's service employees empowered to take actions necessary to ensure
client satisfaction?
90. Does your company provide different levels of support for implementation, conversion, and
consulting?
91. Does your company provide specialized training for specific user needs?
92. Does your company provide easy-to-use documentation to help clients use your products
more effectively?
93. Does your company provide a toll-free telephone number to answer client questions?
94. Can clients submit questions to your company via the Internet?
95. Does your company provide an on-line database for information sharing that clients can
access 24 hours a day?
96. Is an Internet bulletin board available for clients to solicit and exchange advice with each
other?
97. Does your company use service and support teams to ensure that all services are
coordinated and consistent?
98. Are specific teams or individuals assigned to each institution to ensure continuity of
support?
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1.
Application Software
The forms included in this section indicate the desired features of the application software.
Please complete the forms in the manner described and include them in your response.
Please answer each question by entering the appropriate response on the line preceding the
question:
Y
U
F
P
N
=
=
=
=
=
Yes, this feature is currently available and can be demonstrated now.
User Tools can be used to include this feature.
This feature will be available in a future release with the next 12 months.
This feature will be available in a future release.
No, this feature is not currently available as stated in the question.
If the function is scheduled for a future release (F), you must provide the scheduled release date
in italic type, immediately following the question. If a question asks for detail or additional
explanation is necessary, please add an explanation immediately following the question in
boldface type.
System Wide Features
99. Is your software package specifically designed for higher education?
100.
Is your software package integrated so that information is automatically shared
throughout the system?
101.
Are all enhancements and upgrades of licensed software delivered as part of the
client's annual maintenance contract?
102.
Does your software adhere to standards commonly used in higher education, such
as those used by AACRAO, NACUBO, FASB, etc.?
103.
Does your software support computer industry standards, such as UNIX, SQL, and
DDE?
104.
Does your software comply with open system architecture standards?
105.
Is your administrative system able to support users in multiple buildings, locations,
or campuses?
106.
Does your system provide the capability to perform a variety of different data
queries and produce sophisticated reports based on data in the system?
107.
Does the system provide the capability to establish customized codes and
associated descriptions to better meet the institution's needs?
108.
Can these customized codes be changed or added to when needed?
109.
Is <ABBREV> able to tailor the product to our own specifications through the use
of user-defined codes for data?
110.
Is <ABBREV> able to establish processing options within the system that are
applicable to the institution (e.g., setting the timing for the generation of invoices)?
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General System Features
This section covers features that apply to all of the systems or modules proposed, including
system administration, security, on-line documentation, screen access, look-up capabilities, and
controls and options.
System Administration
111.
Are functions available to establish control for all software security and device
definition?
112.
Are functions available to control recovery procedures?
113.
Do system administration functions include special utilities to perform database
updates?
114.
Are functions available to establish options and codes to meet ABBREV>'s unique
needs?
Security
115.
Can control be centralized for all aspects of security for the operating system, the
database management system, and the application software?
116.
Does each user have a unique password?
117.
Is the system able to authorize access to specific menu items, data fields, or input
fields using user IDs?
118.
Does the system enable <ABBREV> to designate which users are able to enter new
data, delete data, modify data, query data, or view data?
119.
Do special security controls exist in particularly sensitive areas, such as payroll or
financial aid?
On-Line Documentation
120.
Is on-line help available for most screens to describe an overview of the process the
user is currently working with?
121.
Is on-line help available for most fields to provide informational messages about
the purpose of the field?
122.
Is on-line help available for most fields to provide a more complete explanation of
the field and the applicable code table that supports that field?
123.
Is on-line help available for most fields that shows the valid code table from which
the user can select the desired code?
124.
keys?
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Is on-line help available to describe the purpose of each screen's active
function
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Direct Screen Access
125.
Can the user move from screen to screen and from function to function without
returning to the main menu?
126.
Does the system use mnemonics to speed access to menus, screens, processes, or
reports?
127.
Are individual user menus customized to only show the options a user has the
security to access?
Look-Up Capabilities
128.
Does the system allow users to look up information about individuals using unique
identifiers, such as names, identification numbers, Social Security numbers, zip codes, city
and state, or other data?
129.
Does your system use an ID other than Social Security number as the primary key
to an individual's record?
130.
Does the system allow users to look up information about corporations using
unique identifiers, such as names, identification numbers, city and state, zip codes, or other
pertinent data?
131.
Does the system allow for broad-based searches using partial names?
132.
Does the system present a list of all records that meet the criteria specified in a
broad-based search?
133.
Does the system allow the user to determine which criteria will display on search
resolution screens?
134.
Does the system allow users to search on other record types, codes, parameters, and
queries to produce comprehensive reports based on very specific criteria?
General Features
135.
Are users able to enter basic information once so that it can be accessed by all
functions that require the information?
136.
Does the system allow for restricted access and protection of FERPA information
(Family Educational Rights and Privacy Act). This includes maintaining specific privacy
flags and the issuing of warning messages to authorized users when displaying protected
information?
137.
Does the system include a way for institutions to avoid duplicate student records in
the system?
138.
Explain the ways in which a user may search and retrieve a student record.
139.
Maintains information on support services provided to disabled and non students
for reasonable accommodation.
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140.
Ability to record and maintain pertinent information on international students.
141.
Does the system allow unlimited address listings to cover home, business,
emergency, and an unlimited number of other user-coded addresses, including a temporary
address with date specific information?
142.
Are users able to make changes to basic information in one place, so that it can be
accessed by all functions that require the information?
143.
Does the database provide a way to enter new records or update old records that are
used by all other systems?
144.
Does the database provide a way to establish relationships between pieces of data
using algorithms and file structures?
Demographics
Individual Biographic Information
145.
Can an unlimited number of names, former names, and a maiden name be captured
for name access to a person's record?
146.
Can first, middle, and last names be captured as standard fields for all types of
names, including former names and maiden name?
147.
Can suffixes (e.g., Jr., Sr., III), courtesy titles, and prefixes be captured as standard
fields?
148.
Can mailing label names, preferred names, and nicknames be captured as standard
fields?
149.
Can birthplace, birth date, date of death, current status (e.g. active or
and marital status be captured as standard fields?
deceased),
150.
Can Social Security numbers be captured as a standard field, providing record
access capability and checking for duplicate entries?
151.
Can country of citizenship, gender, and ethnic origin be captured as standard fields?
152.
Can the system automatically fill in the last, middle, and first name fields when a
new record is created, using information generated in a name search?
153.
Can the system convert upper case to upper/lower case automatically, with override
capability at the time the data is entered in upper case?
154.
Can the system convert a full name to first initial and last name for mailing
purposes?
155.
Ability to maintain foreign and international address formats.
156.
Can right to privacy be flagged in a standard field?
157.
Can an unlimited number of user-defined source codes be tracked for an
individual?
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Individual Address Information
158.
Is the address record automatically linked to a person's biographic information?
159.
Do address fields include fields for countries, counties, and postal sorting route
codes to allow sorting of correspondence for bulk mailing?
160.
Does the system allow unlimited address listings to cover home, business,
emergency, and an unlimited number of other user-coded addresses?
161.
Does the system include fields for capturing an unlimited number of user-coded
telephone numbers (including fax numbers) per address?
162.
Does the system include fields for capturing memberships in local alumni chapters?
163.
Does the system include fields for capturing time zone information?
164.
Does the system include fields for capturing seasonal addresses with multiple start
and end dates?
165.
Does the system include fields for capturing an unlimited number of address lines
per address?
166.
Does the system convert addresses entered in uppercase to upper/lower case at data
entry time?
167.
Does the system include fields for capturing who made an address change and what
the source of information was for the address change?
Relationship Information Data
168.
Does the system include the capability to enter and view data about spouses,
children, parents, contacts, and friends?
169.
Does the relationship data includes names, maiden names, addresses, dates of birth,
gender, and reunion class years as standard fields for each person listed?
170.
Does the spouse information also includes marriage date, marital status, and
divorce date as standard fields?
171.
Does the system include a summary screen so that all relationships for a person can
be viewed from one screen?
172.
Does the system provide the ability to access additional details from the summary
screen without leaving the summary screen?
173.
Does the system allow for an unlimited number of relationship entries for each
person?
174.
Does the system do reciprocal updating for relationship records, for example, if a
person marries and their record is updated to reflect the marriage, is the spouse's
relationship record automatically updated with the spouse information?
Additional Demographic Data
175.
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Does the system include occupation information as a standard field?
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176.
Does the system include alien status and registration number as standard fields?
177.
Does the system include immigration status and visa type as standard fields?
178.
Does the system include veteran type and selective service number as standard
fields?
179.
Does the system capture an origin code for the person as a standard field?
180.
Does the system capture religious denomination codes for the person as a standard
field?
181.
Does the system capture an unlimited number of group codes for cohort tracking?
182.
Does the system track residency information, including state and county, as
standard fields?
183.
Does the system track ADA disability data?
Academic Information Summary Data
184.
Does the system capture an unlimited number of secondary schools attended,
graduation year, grade point average, and class rank as standard fields?
185.
Does the system capture an unlimited number of other colleges or universities
attended, transfer credits received, and grade point average as standard fields?
186.
Does the system capture degree and degree date, years of attendance, student
program, majors, and honors for other colleges or universities attended as standard fields?
Corporation Demographics
187.
Does the corporate demographic data include information on corporations and
organizations?
188.
Does the system include corporate information for matching gift policies?
189.
Does the system include corporate information for vendors?
190.
Does the system include information on individuals who are incorporated, such as
physicians?
191.
Does the system capture and maintain information about the corporation's or
organization's legal name as standard fields?
192.
Does the system capture the names of any of a corporation's subsidiaries or
branches, and any other names by which it might be known, as standard fields?
193.
Does the system capture a variety of mailing addresses, telephone numbers, and the
employer identification number as standard fields?
194.
Does the system capture information about the type of corporation it is and in what
businesses the corporation is involved in as standard fields?
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195.
Does the system capture SIC codes, industry class information, FICE number, and
the principal contact for each corporation as standard fields?
196.
Does the system track an unlimited number of addresses for each corporation?
197.
Does the system track an unlimited number of phone numbers for each
corporation?
198.
Does the system track an unlimited number of former corporate names to access
corporate records and prevent duplicate record creation?
199.
Does the system track an unlimited number of user-coded names for special
purposes, such as purchase orders or checks?
Facilities Profile
200.
Does the facilities profile describe every aspect of the infrastructure of the campus,
including buildings, rooms, equipment within rooms, and other facilities such as playing
fields or running tracks?
201.
Is the facilities information used by all modules for activities such as scheduling
classes, assigning residence hall rooms, developing office space plans, and calculating fixed
asset depreciation?
202.
Is the facilities data base on the U.S. Department of Education's guidelines for the
description of the inventory of educational facilities?
203.
Does the facilities data include building codes, descriptions, and sector locations as
standard fields?
204.
Does the facilities data include information about who owns the building, when it
was built, and when it was renovated as standard fields?
205.
Does the facilities data include the type of construction, current condition of the
building, and access codes as standard fields?
206.
Does the facilities data include the size, area, and perimeter measurements of
buildings as standard fields?
207.
Does the facilities data include a room-by-room description of each building,
including location, capacity, available equipment, square footage, primary and secondary
usages, and telephone numbers as standard fields?
208.
Does the facilities data include the department and coordinator who is responsible
for the room as standard fields?
209.
Can the institution use the system to quickly and easily prepare inventories of
physical facilities using Department of Education guidelines?
210.
Can the system be used to calculate the number of square feet of building space
devoted to each program at the institution using standard CIP codes, thereby eliminating
manual calculations?
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211.
Does the facilities profile enable the institution to perform a wide variety of queries
on facilities data to assess and analyze the effectiveness of space utilization, helping the
institution to better utilize the facilities it has and strategically plan for future facility needs?
212.
Provides classroom facility, equipment, and scheduled vs. available times in
classroom characteristics
213.
Ability to assign equipment to specific facilities/rooms?
214.
Ability for tracking any item, room, or person as a resource?
Communications Management
215.
Does this module track correspondence, telephone calls, personal visits, and other
contacts with individuals or organizations?
216.
Does this module integrate and automate all aspects of correspondence for the other
modules?
217.
Does the module coordinate mailings from all areas of the institution, saving time
and money for the school, and potential confusion for recipients?
218.
Does the module provide the capability to track documents and contacts?
219.
Does the module allow central control of print jobs?
220.
Does the module provide interface capabilities to word processors?
221.
Does the module maintain a complete history of all correspondence with prospects,
students, and employees?
222.
Does the module ensure efficient and economical management of correspondence
sent and received?
223.
Can the module link distribution lists generated by specific queries with particular
documents for high-volume mailings?
224.
Can the module automatically send a series of customized letters to prospects on
specific mailing dates, or on dates determined by a response from the recipient?
225.
Does the module allow the institution to develop multiple correspondence "tracks"
that automatically generate customized letters on specific mailing dates?
226.
Does the module ensure that the institution can manage the mailings that prospects
receive based on the track they are assigned to, eliminating redundant mailings and
providing a controlled flow of information from the school?
227.
Can the module automatically track incoming correspondence from prospects to
determine when documentation requirements are complete and when assignment to a new
correspondence track is warranted?
228.
Does the module ensure that applicant files are kept up-to-date and that appropriate
correspondence is generated to reflect the receipt of the prospect's application materials?
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229.
Does the module provide a tracking mechanism which enables recruiters to
measure the effectiveness of each mailing in terms of responses received?
230.
Does the module track the status of each prospective student's application materials
and generate reminder lists when telephone calls or other types of contact should be made?
231.
Does the module enable <ABBREV> to process large batches of correspondence
quickly and easily, with personalized salutations and other variables within the letter?
232.
Does the module allow scheduling and organizing of the printing process?
233.
Does the module enable scheduling for pre-printing of large batches of
correspondence for non-peak hours?
234.
Does the module link documents to host word processors for high-volume printing?
235.
Does the module download documents to PC-based word processors for small jobs
or correspondence that requires further customization?
236.
Does the module coordinate correspondence from all areas of the institution to
eliminate redundant mailings?
237.
Does the module track incoming correspondence to determine when documentation
requirements are complete, as in the case of applications and financial aid documents?
238.
Can the module produce customized letters to more effectively target recruiting or
fund-raising efforts?
239.
Can the module automatically generate letters to targeted groups daily, weekly, biweekly, monthly, or on any combined schedule on the basis of recruiting strategies?
240.
Can the module automatically track all mailings and provide on-line access to a
display of mailings to any individual?
241.
Can the module control the timing between documents sent to each
prospect/applicant?
242.
Does the module provide the ability for the user to determine the explicit content of
letters?
243.
Does the module provide lists of prospects/applicants not receiving specified
documents?
244.
Does the module allow users to target specific groups for specific mailings?
245.
Does the module support the ability to generate mailings to multiple target groups?
246.
Does the module allow for target groups to be changed at any time to suit tactics for
particular efforts?
247.
Does the module track responses from mailback cards?
248.
Does the module include entry dates on mailing label lists for maintenance
purposes?
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249.
Does the module automatically record all mailings to any individual to eliminate
duplicate mailings?
250.
Does the module eliminate duplicate mailings by identifying when one name may
have been submitted by more than one source?
251.
Does the module allow for overriding, altering, stopping, or restarting scheduled
letters at any time?
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Student System
Enrollment Management
Admissions General
252.
Does the module provide real-time integration to the Financial Aid module?
253.
Does the module provide real-time integration to the General Ledger and
accounting modules for charges and payments?
254.
Does the module include the capability to perform analysis on prospective
students?
255.
Does the module include the capability to capture data on prospective students'
areas of interests in terms of specific programs or majors?
256.
Does the module include the capability to capture data on where prospective
students first heard about the institution?
257.
Does the module include the capability to track secondary schools attended by
prospective students?
258.
Does the module include the capability to track test scores?
259.
Can the module indicate whether test scores were standard or specially
administered?
260.
Can the module distinguish first contact source based on date?
261.
Does the module include the capability to summarize all contacts with individual
prospects throughout the admissions process?
262.
Does the module update the system when a prospect becomes an applicant (without
any duplicate data entry)?
263.
Does the module enable admissions officers to view financial aid information about
each applicant?
264.
Does the module record multiple applications for the same prospect and does it
record if a prospect reactivates or reapplies for admission?
265.
Can the module track admissions special conditions (e.g., certail GPA required,
summer program required, etc), types of admission (e.g., freshman, early, transfer, etc)?
266.
If the student withdraws, does the module track the reason and place where the
student is attending instead?
267.
Does the module enable admissions officers to view the current status of each
applicant?
268.
Does the module have the ability to calculate and compare ratings of applicants?
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269.
Does the module automatically update the applicant file to a student file whenever
the institution wants to do so (e.g., after acceptance, upon receipt of tuition deposit, or upon
initial registration)?
270.
Does the module enable the institution to query on any piece of information in the
system, such as how many prospects are from a certain state, how many have SAT scores of
1,200 or better, or how many prospects there are for the School of Engineering?
271.
Does the module provide an integration path that accepts and works with lists of
prospects supplied on tape by outside services?
272.
Can the module generate rosters and labels for initial mailings to prospects loaded
from tapes, eliminating duplicates of names that may have been submitted by more than
one source?
273.
Does the module provide the ability to utilize user-defined screens and data fields
to mirror application formats for easy data entry?
274.
Does the system provide the ability for a student to view admission status via the
Web?
275.
Does the module provide a tracking system for contacts made during recruiting by
various offices?
276.
Does the module provide the ability to process semester credit, continuing
education, and quarterly student applicants separately and combined?
277.
Does the module provide a tracking system for contacts made during both credit
and non-credit recruiting?
278.
Does the module provide a database of recruiting institutions, i.e., high schools,
other colleges?
279.
Does the module track the origin of recruits through the application and admissions
process with analysis reporting?
280.
Does the module provide the ability to establish specific admission requirements
based on student’s immunization records for international students?
281.
Ability to record an admission decision for each application which the individual
may have filed?
282.
Ability to run weekly statistical reports on the number of applicants, how many
complete, how many interviewed, and accepted?
283.
Ability to monitor money collected for tuition deposit to the student’s account?
284.
Ability to monitor all money collected for admission fees?
285.
Allows entry of multiple applications per program?
286.
Ability to process a one-stop quick entry for an applicant?
287.
Ability to generate various lists and reports as needed, such as an individual
applicant profile, student characteristics reports, comparative enrollment reports, no-show
lists, individual admissions reports and school visit information.
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288.
Ability to track the transfer work of an applicant from an unlimited number of
transfer institutions?
289.
Ability to maintain transfer institution equivalency information and to apply that
course work toward meeting institutional requirements for any number of external
institutions?
290.
Ability to automate the transfer evaluation, make adjustments as necessary, and
post transfer credits to a student’s record, updating degree audit?
Admissions Communications Management
291.
Does the module interface to your correspondence processor for personalized
correspondence?
292.
Does the module enable the user to create correspondence from admissions
information which can then be customized with admissions data to generate mailing tracks
for prospects or applicants meeting certain user-defined criteria?
293.
Does the module maintain a complete history of all correspondence with prospects,
and applicants?
294.
Can the module automatically send a series of customized letters to prospects on
specific mailing dates, or on dates determined by a response from the recipient?
295.
Does the module ensure that the institution can manage the mailings that prospects
receive based on the track they are assigned to, eliminating redundant mailings and
providing a controlled flow of information from the school?
296.
Can the module automatically track incoming correspondence from prospects to
determine when documentation requirements are complete and when assignment to a new
correspondence track is warranted?
297.
Does the module ensure that applicant files are kept up-to-date and that appropriate
correspondence is generated to reflect the receipt of the prospect's application materials?
298.
Does the module track the status of each prospective student's application materials
and generate reminder lists when telephone calls or other types of contact should be made?
299.
Can the module control the timing between documents sent to each
prospect/applicant?
300.
Does the module provide lists of prospects/applicants not receiving specified
documents?
301.
Does this module integrate and automate all aspects of correspondence with other
modules and departments (e.g., coordinated mailings with Financial Aid)?
302.
Can the system provide an administrative hold on registration if admissions
conditions are not met or if needed forms are not provided by a certain point in time?
303.
Can the module produce customized letters to targeted groups daily, weekly,
biweekly, monthly or on any combined schedule on the basis of recruiting strategies?
304.
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Does the module allow users to target specific groups for specific mailings?
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305.
Does the module allow for target groups to be changed at any time to suit tactics for
particular efforts?
Financial Aid
General
306.
Is the module integrated with the other modules in the Student System to ensure
that financial aid is appropriately administered and distributed?
307.
Is the module integrated with your correspondence processor to maintain contact
with applicants in an effort to ensure they complete all aspects of the financial aid
application?
308.
Does the module have the ability to monitor federal funds and indicate if funds are
overawarded or underawarded?
309.
Does the module have the flexibility to respond to changes in federal regulations?
Please describe how you maintain the module to comply with changes brought about by
federal mandates?
310.
Is the dollar amount limit for College Work/Study funds made available as part of a
financial aid package automatically linked with the Payroll module?
311.
As the student is paid, is the work/study balance debited in the student's financial
aid file?
312.
Ability for students to view Financial Aid information via the Web?
313.
Does the module enable financial aid officers to perform on-line inquiries into
student registration data?
314.
Does the module automatically ensure that each student is taking enough courses to
retain his or her financial aid eligibility?
315.
Does the module have the ability to restrict academic transcripts from being
generated for students who are in default on a previous federal educational loan?
316.
Does the module provide access to student demographic information (including
flags to indicate that an individual is in default on a loan or a Guaranteed Student Loan)?
317.
Does the module update subsidiary and control accounts for financial aid
transactions and applications?
318.
Does the module provide a setup menu for establishing financial aid parameters,
defaults, codes, and definitions?
319.
Does the module provide screens for creating, deleting, storing, and managing
financial aid file suites?
320.
Does the module provide verification of limits for work/study and non-work/study
payroll?
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321.
Does the module track incoming correspondence to determine when documentation
requirements are complete, as in the case of applications and financial aid documents?
322.
Provides professional award and denial letters with the capability to produce letters
individually in batch or on-line.
323.
Does the module provide management for the various federal programs?
Application
324.
Does the module provide the capability for initial filing of financial aid
applications?
325.
Does the module provide the ability to calculate Estimated Federal Contribution
based on Department of Education Federal Methodology Specifications?
326.
Ability to accept all central processor applications and corrections electronically
327.
Ability to create database records from electronically downloaded files.
328.
Ability to enter financial aid application data before a student is in Admissions or
Student Records.
329.
Ability to draw down applicant records electronically from the U.S. Department of
Education.
330.
Supports electronic applications, corrections and payment reporting.
331.
Does the module provide for a two-way electronic exchange of information with
agencies and companies processing financial aid data?
332.
Does the module provide the ability to access data from the Pell Tape Exchange,
ACT, CSS, PHEAA, and GAPSFAS, either by magnetic tape or through electronic data
exchange?
333.
If the student files the federal financial aid forms directly with the institution, does
the institution have the ability to subsequently make that data available to other schools by
providing it to the appropriate company or agency?
334.
Does the module provide screens which parallel the structure of the Free
Application for Federal Student Aid?
335.
Do these screens collect all data that an institution would need to create a file for
electronically submitting applications to the Department of Education?
336.
Does the module provide users with an alternate means of calculating student need
for non-federal awarding purposes?
337.
Does the module include the capability for users to include free-form comments?
338.
Does the module provide screens for maintaining miscellaneous fields specific to
academic years and students?
339.
Does the module provide the ability to convert tapes from ACT, CSS, GAPSFAS,
Pell, and PHEAA (with options to replace all fields or only null fields)?
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Packaging
340.
Does the module have the ability to assign an estimated award package to incoming
students?
341.
Does the module include system parameters that define packaging criteria?
342.
Does the module have the ability to simulate packaging for “what if” analysis
without allowing student records to be updated?
343.
Does the module have the ability to calculate both Pell eligibility and loan
eligibility?
344.
Does the module have the ability to provide repeated individual revision and
repackaging capabilities on-line?
345.
Does the module have the ability to identify students for award packaging based on
user-defined criteria?
346.
Does the module have the ability to accommodate user-define fund authorizations
limits and relationships among funds during the packaging process?
347.
Allows for packaging overrides?
348.
Does the module have the capability of checking satisfactory academic progress
during award packaging process?
349.
Ability to use optional equity packaging techniques?
350.
Does the module have the ability after repackaging to perform the appropriate
updating and provide the option to select the type of notification to be sent as well as a
reports of those student who were updated?
351.
Maintains the dates students were packaged or repackaged
Needs Analysis
352.
Does the module have the ability to upload electronic ISIR records and produce
update reports?
353.
Is the module adaptable to meet the requirements of the Title IV Higher Education
Act (HEA) and other government standards?
354.
Is the module updated annually so that the institution can comply with the US
Department of Education’s Regulatory Updates? If so, when are these updates available for
use by the institution?
355.
Does the module provide users with an alternate means of calculating student need
for non-federal awarding purposes?
356.
Does the module have the capability of generating worksheets for final verification
of all financial aid applicants (e.g. comparing original FAFSA data with tax returns, etc)?
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Reporting
357.
Does the module provide the capability to prepare reports meeting federal
requirements?
358.
Does the module provide system parameters that calculate enrollment credits for
the Fiscal Operations Report for Federal Student Aid Programs (FISAP)?
359.
Does the module have the ability to print the results of the verification process on
computer-generated verification worksheets?
360.
Does the module produce reports to aid in meeting FISAP reporting requirements?
361.
Does the module provide income ranges for aid distribution?
362.
Does the module produce financial aid transcripts?
363.
Does the module provide the ability to maintain, update, and purge information for
a financial aid transcript, including academic year and program, free-form comments,
awards and amounts, date printed, and fields to record historical information about loans
and awards through another institution?
364.
Does the module have the ability to print the results of the verification process on
computer-generated verification worksheets?
365.
Does the module include reports on aid, scholarships, loan totals by student, and
types of awards?
366.
Does the module provide an audit trail of student aid totals through registration,
accounting for adds/drops?
Electronic Data Exchange (EDE)
367.
Does the module provide the ability to participate fully in the Electronic Data
Exchange Program (EDE)?
368.
Does the module provide the ability to create and transmit Student Aid Reports
correction electronically to the Central Processor System?
369.
Does the module provide the ability to create and transmit electronic Pell
Payments?
370.
Does the module provides the ability to create and transmit electronic Pell
payments?
371.
Does the module provide the ability to create and transmit ESAR corrections
electronically to the central processor?
Loans
372.
Ability to enter multiple federal loan applications online, including subsidized and
unsubsidized loans for the Federal Stafford Loan program
373.
Temple College
Provides online loan summary that displays the student loan history
Page 20 of 92
374.
Does the module have the ability to evaluate loan eligibility?
375.
Does the module provide guarantee agency information?
376.
Does the module have the ability to verify student data on the loan application and
reports missing and or inconsistent data?
377.
Does the module have the ability to track the complete loan application process
from application to loan disbursement?
378.
Does the module have a table to store information on multiple lenders (e.g., lender
code, lender name, lender address)
379.
Does the module store information on multiple guaranty agencies (e.g., guarantor
name, guarantor address, etc)
380.
Is the module able to award and originate Federal Direct Loan Program loans and
to exchange electronic loan origination and disbursement files through EDE Express?
381.
Does the module have the capability of generating personalized student loan
profiles containing lender information, servicer information, and guaranty agency
information based on user-defined criteria?
382.
Does the module provide student loan management for federal as well as other
types of loans?
Awarding
383.
aid?
Does the module provide the capability to track continued student eligibility for
384.
Does the module provide the capability to post financial aid awards to Accounts
Receivable when appropriate?
385.
Can the institution set a percentage or amount limit for over-award situations to
identify whenever a student has received more than the allotted aid in any area?
386.
Does the module allow the financial aid office to set a standard of satisfactory
progress for students to qualify for various forms of financial aid?
387.
Does the module allow the financial aid office to set standards using a rule-based
algorithm that access any of the data elements in the system?
388.
Ability to run a simulated awarding cycle, including reports in batch without
updating data to the database
389.
Allows for batch assignment of applicants to awarding groups using student system
admit status.
390.
Ability to do loan limit checking so that the student does not get awarded when
they are not eligible.
391.
Allows for online overriding of automatic results on an individual
392.
Allows to track online award statuses by student and fund.
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393.
Provides automatic repackaging of multiple groups across groups based on userdefined selection criteria
394.
Provides for updating the appropriate application status.
395.
Ability to generate Award letters with appropriate detail and totals allowing for
format changes.
396.
Can the module be used in real-time or batch mode to flag students who are not
making satisfactory progress to qualify for their designated financial aid?
397.
Does the module provide users with the ability to award funds in batches, as well as
modify awards in batches (e.g., change a batch of awards by a dollar figure)?
398.
Does the module verify student eligibility each time users allocate awards or
transmit awards to the Accounts Receivable module?
399.
Does the module permit on-line and/or batch transmittal of awards to Accounts
Receivable?
400.
Does the module provide for changes to award packages after transmittal to appear
as separate items on student records?
401.
Does the module include areas for extensive descriptions of each award with
associated general ledger accounts?
402.
Does the module provide data fields that verify student eligibility?
403.
Does the module include award eligibility criteria?
404.
Does the module include award categories?
405.
Does the module includes term definitions?
406.
Does the module include award amounts and amount limitations for transmittal to
the general ledger?
407.
Does the module include action codes that describe the status of awards?
408.
Does the module include Federal Pell Grant entitlement figures?
409.
Does the module provide sponsor information for stewardship purposes?
410.
Does the module include definitions for full- and part-time status?
411.
Does the module provide the ability to enter data from various verification forms,
analyze verification data, and update verifications in batch mode?
412.
Does the module provide a Financial Aid Awarding menu for entering awards in
summary and detail?
413.
Does the module provide the ability to record comments and dates for entrance and
exit interviews?
414.
Does the module provide the ability to record details about a student's loans (e.g.,
lender, repayment period, interest rate)?
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415.
Does the module provide the ability to establish limitations for transmittals that
update a student's Accounts Receivable record?
416.
Does the module provide eligibility verification with flexible parameters?
Budgeting
417.
Does the module provide the capability to develop financial aid budgets for
multiple types of students (including standard budgets and Pell budgets) for easy tracking
of student costs versus financial aid available?
418.
Does the module provide annual student budgets?
419.
Ability to create an unlimited number of user-defined budget groups
420.
Provides for calculation of each applicant based on budget categories in effect at
the institution on a term by term (unlimited) basis.
421.
Allows applicants to be assigned into one of an unlimited number of user-defined
budget groups.
422.
Provides for assignment of cost of attendance values to each applicant based on
budget categories in effect at the institution on a term by tem (unlimited) basis.
423.
Allows for assignment of students to budget groups with user selected data from
the Student system and Financial Aid system online.
424.
Does the module have the ability to recalculate a student’s financial need whenever
a change is made to a student’s budget?
425.
Does the module have the ability to provide for on-line overrides of systemassigned budgets and budget components; on-line assignment of budgets before it is
accomplished by the system; and the ability to identify a budget that was overridden and
one that was not, as well as maintain an on-line record describing the changes made?
426.
Does the module have the ability to revise a student’s budget and revise an award
based upon hours enrolled (including fractions of hours) according to dates and enrollment
periods?
427.
Ability to automatically flag manually changed or overridden budgets to identify
non-standard budgets online.
428.
Maintains unlimited anecdotal comments online to further explain user actions on
an individual applicant basis.
Registration/Records
General
429.
Does the module conform with AACRAO standards for grading and transcripts?
430.
Does the module include an academic calendar with the ability to define terms,
activities, and holidays?
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Page 23 of 92
431.
Does the module include parameter-driven registration to conform to the
institution's procedures?
432.
Does the module provide the ability to accommodate simultaneous registration of
open entry/exit courses, mini-semester courses and non-term based courses?
433.
Supports automated enrollment verification system for the National Student
Clearing House?
434.
Ability to calculate the academic standing of a student?
435.
Maintains an unlimited number of textual comments?
436.
Ability to update student’s record with rank in graduating class?
437.
Does the module support on-line self-service registration via the Web?
438.
Does the module provide up-to-the-minute information about course enrollments
and revenues?
439.
Provide one-stop-shopping for students’ information queries?
440.
Assure student right to privacy by adhering to FERPA and Buckley Amendment
standards?
Student Information
441.
Does the module provide the ability to analyze student characteristics for
institutional research?
442.
Does the module provide for the calculation of class rank?
443.
Does the module provide available residency information to the Residence Life
module?
444.
Does the module provide a calculation of credit hours to determine the student's
level?
445.
Does the module provide the ability to place registration holds on students who
have written bad checks?
446.
Does the module track suspension and probation dates?
447.
Does the module provide on-line processing for student holds and releases for
library fines, fees, payments due, etc., by the respective office that placed the hold?
Registration
448.
Does the module provide the ability to use optical scanning for registration and
grading?
449.
Does the module have the ability to register via the Web?
450.
Does the module automatically generate registration billing through Accounts
Receivable?
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451.
Does the module provide the ability to set registrar-defined limitations for each
class, including pre-requisites, instructor permissions, and hold flags?
452.
Does the module provide the ability to set registrar-defined limitations for business
office approval, accounts receivable status, and petition requirements?
453.
Does the module provide the ability to set registrar-defined limitations for course
restrictions and time conflicts?
454.
Does the module provide for registration information to be automatically
transferred to the student's accounts receivable account once a student has registered for a
class?
455.
Does the module provide the ability to automatically generate special mailing
notices to students regarding course information or limitations on registration?
456.
Does the module provide the ability to automatically notify students of a class
cancellation?
457.
Does the module provide the ability to automatically indicate when a hold has been
put on a student's registration due to unpaid fees or fines?
458.
Does the module provide the ability to automatically notify a student that he has
been dropped from a class for non-attendance?
459.
Does the module provide simultaneous registration?
460.
Does the module include an interface to a telephone registration application?
461.
Does the module provide the ability to register students with no Social Security
number, and then later add in the Social Security number?
462.
Does the module provide the ability to calculate charges for different semesters
according to different fee structures?
463.
Does the module provide flexible fee and tuition structures for lab and fee charges?
464.
fees?
Does the module provide the ability to charge third parties for student tuition and
465.
Does the module provide the ability to verify requirements ( pre-requisites, and corequisites) during registration?
466.
Does the module display notification of time conflicts and closed classes?
467.
Does the module display warning messages at registration for student restrictions,
such as open accounts receivable, outstanding fines, or other academic or financial
restrictions?
468.
Does the module provide the ability to automatically charge late fees to selected
groups?
469.
Does the module provide the ability to automatically drop unpaid students?
470.
Does the module provide on-line real-time transaction entry and update, including
drop/adds?
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471.
Does the module provide the ability to admit/register a student on-line with
minimal data input, completing the student's detailed record later?
472.
Does the module provide the ability to automatically check if the student enrolls in
required labs during registration?
473.
Does the module enable students to register for courses over the telephone without
the need for human operators?
474.
Does the module notify the student when a course is closed, filled, or waitlisting
students?
475.
Does the module verify that no holds have been placed on a student's registration?
476.
Does the module indicate when the student is repeating a course?
477.
Does the module indicate when the student is registering for courses with
conflicting schedules?
478.
Does the module indicate when the student is exceeding overload limits?
479.
Does the module verify that instructor consent, petition requirements, and other
prerequisites have been met?
480.
Does the module automatically apply special discounts to fees at registration, such
as for senior citizens?
481.
Does the module allow any continuing education course that also accepts regular
students for credit to be cross-listed with regular courses?
482.
Does the module allow the continuing education department to set up options for
each course as to whether regular credits, continuing education units, or both can be
recorded on transcripts?
483.
Does the module allow the institution to estimate expenses and course costs to
determine the break-even point for each course?
484.
Does the module consolidate continuing education transcripts with registrar's
transcripts, simplifying fulfillment of requests for transcripts when the student has
transcripts from both the regular school and continuing education programs?
Telephone Registration
485.
Does the module allow each institution to customize telephone registration and its
vocabulary to meet unique registration needs?
486.
Does the module use personal identification numbers or Social Security numbers
for student identification?
487.
Does the module accommodate registration or preregistration by term, with
concurrent term registration possible?
488.
Temple College
Does the module perform add/drop functions?
Page 26 of 92
489.
Does the module work with up-to-date listings of open course sections, course
waitlists, audited courses, and variable credit courses so the information is as current as
possible?
490.
Does the module validate all data entered?
491.
Does the module ensure that all data entered by the student is acceptable and within
the parameters set up by the registrar, including proper codes for courses and section?
Grades/Grading
492.
Does the module provide the ability to print mid-term grade reports for students?
493.
Ability to enter and store mid term grades separately from final grades?
494.
Ability to enter and view grades via the Web?
495.
trail?
Ability to record an unlimited number of grade changes for a student with an audit
496.
Ability to automatically recalculate GPA when a grade is changed?
497.
Ability to maintain all grade changes made to a student’s academic history record?
498.
Ability to process mid-term and final grades via a scannable document?
499.
Ability to input and update student grades using grades sheets for scanned entry?
500.
Ability to verify grades prior to updating student’s permanent record?
501.
Does the module provide an interface to telephone registration
502.
Does the module provide the ability to print final grade reports for students?
503.
Does the module perform grade analysis by course and instructor?
504.
Does the module provide the ability to create user-defined grade scales?
505.
Can the grade scales be both alpha and numeric?
506.
Does the module provide a three character grade?
507.
Does the module prevent a letter grade from being assigned to an inappropriate
course, for example an "A" given to an auditing student?
508.
Does the module automatically create an audit trail of old and new grades, student
ID, operator and date and time of the change?
509.
Does the module provide grade request rosters?
510.
Does the module provide grade verification rosters?
511.
Provide the ability to handle repeated courses? Explain how this would be done.
512.
Does the module provide a grade screen which displays students to be graded based
on user-defined criteria, for example all seniors?
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Page 27 of 92
513.
Does the module automatically assign a grade to an incomplete course after a
specified date?
Transcripts
514.
Does the module provide updates of transcripts through grade input?
515.
Does the module provide on-line transcripting?
516.
Does the module provide automatic calculation of GPA by term, by credit type, and
overall?
517.
Ability to identify any hold at the time of an online transcript request, that may
prevent the transcript from being issued.
518.
Ability to produce and/or print on-line transcripts by selected parameters such as,
credit only, non-credit, CEUs or combinations of credit and non credit
519.
Ability to maintain a transcript request log for students that includes:
520.
Date and time of request
521.
Destination of requested transcript
522.
Number of copies requested
523.
Payment identifier (free, paid, unpaid)
524.
Request originator
525.
Does the module print student transcripts on request?
526.
Provides accounting information for charges for transcripts (i.e. immediate
transcripts, more than three per day, etc)
527.
Provides an audit trail of transcript requests?
528.
Does the module provide the ability to track the destinations of transcripts, as well
as the date that each transcript is mailed?
529.
Does the module provide the ability to designate a course as a retake on transcripts
when needed?
530.
Does the module provide the ability to designate a course as developmental on the
student's schedule or transcript?
531.
Does the module provide for identification of transfers as first-time, re-admission,
or summer?
532.
Does the module provide for recording academic records, including high school
grades and ranking?
533.
Does the module track honors, awards, and organization participation?
534.
Does the module track completion of enrollment requirements?
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Page 28 of 92
Advising/Degree Audit
535.
Is the module integrated with the Registrar/Records module to use up-to-date
course registration and completion data in the determination of progress toward degree
requirements?
536.
Does the module provide on-line transcript evaluation that takes into account
current courses when determining progress toward degree requirements?
537.
Does the module provide up-to-date information on a student's academic progress
in his or her general course of study and specialized individual programs?
538.
Does the module track credits completed and grades earned?
539.
Does the module track graduation requirements?
540.
Does the module track cumulative and major GPAs?
541.
Does the module track completed courses?
542.
Does the module track courses in progress?
543.
Does the module track outstanding courses and substitutions? By course and
major?
544.
Does the module track waivers accepted by the registrar?
545.
Does the module provide the ability to update and maintain records of transfer
credits from other institutions on-line?
546.
Does the module provide the ability to check requirements during registration?
547.
Does the module provide the ability to define articulation agreements for the
evaluation of transfer credits from other institutions, and permit the registrar to enter
subjective decisions regarding course equivalencies?
548.
Does the module provide the ability to automatically update the student's transcript
with the appropriate information or equivalencies?
549.
Does the module provide the ability to customize a degree program on an
individual basis for any student record?
550.
Does the module provide the ability to override the course equivalency on an
individual basis for any student record.
551.
Does the module provide the ability to perform "what-if" analysis for alternate
degree programs or academic progress?
552.
Does the module provide the ability to set up degree program requirements quickly
and easily using keywords?
553.
Does the module provide the ability to specify the number of credits required in
various areas to earn a specific degree?
554.
Does the module provide the ability to analyze student coursework with
requirements for designated academic program(s) using completed and registered courses?
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555.
Does the module easily identify outstanding courses by course and major?
556.
Does the module provide the ability to evaluate transfer credits, waivers, and
substitutions on student records?
557.
Does the module maintain a record of equivalent courses from other institutions?
558.
Does the module provide the ability to transfer accepted transfer courses to student
transcripts without re-entry?
559.
Does the module provide the ability to conduct audits under the specified course
catalog applicable to a student?
560.
Does the module identify courses still required to complete a program?
561.
Does the module provide the ability to design an easy-to-read format with custom
blocks available?
562.
Do the Degree Audit reports
563.
Include transfer credit?
564.
Identify Repeats?
565.
Allow substitutions, waivers, and exceptions?
566.
Allow “double” counting of courses in more than one category?
567.
Does the module provide the ability to easily customize the format of the audit
report based on level (ed undergraduate vs graduate.
568.
Does the module display and print "what-if" analyses if a student wants to change
academic programs?
569.
Does the module track pending programs?
570.
Does the module automatically transfer "what-if" analysis into a new academic
program, if required?
571.
Does the module provide the ability to automatically flag the graduation process
that a student has met all program requirements required for graduation?
Instructional Management
Curriculum
Courses
572.
Does the module provide the ability to coordinate classroom facilities and
characteristics with course requirements (handicapped access, lab, recitation, lecture,
seating capacity, departmental control, special equipment, etc.)?
573.
Temple College
Does the module create course catalogues and schedules?
Page 30 of 92
574.
Does the module produce printed and/or on-line class rosters?
575.
Ability to have unlimited lines for course title and description.
576.
Ability to restrict a course to only those students within a specific class.
577.
Ability to maintain status history of each course?
578.
Ability to maintain a history of changes made to a course?
579.
Ability to identify CEU’s and credits for a course?
580.
Ability to automatically identify the degree program that is impacted by this
course?
581.
Does the module provide effective dates for each course?
582.
Does the module provide the ability to offer a course for fixed or variable credits?
583.
Require an unlimited number of prerequisite and corequisite courses?
584.
Require corequisite noncourse work associated with each course?
585.
Does the module provide for course copying, in whole or part, to each term in
which the course if offered?
586.
Does the module provide the ability to copy course catalog descriptions and
information?
587.
Does the module provide the ability to display course offerings, including meeting
dates and times and location via the WEB?
588.
Does the module have the ability to create “block”courses that can be associated
with one or more terms?
589.
Does the module provide the ability to designate a class lid for a group of classes,
as well as for an individual class?
590.
Does the module provide immediate up-to-date open/closed class inquiry and
reporting?
591.
Does the module provide real-time scheduling and modification with immediate
update?
592.
Does the module provide on-line inquiry capability for room scheduling?
593.
Does the module provide the ability to print semester class offerings or semester
class schedules?
594.
Does the module provide the ability to assign classes and labs to multiple rooms?
Section
595.
Ability to define course tuition at the section level?
596.
Assign to a section any set of start and end dates that fall within a sub-term
associated with the section.
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Page 31 of 92
597.
Ability to define cross-listed courses at the section level?
598.
Ability to define course meeting dates and times at the section level?
599.
Ability to define unlimited number of instructors as well as different instructors
each day at the section level?
600.
Ability to define the instructor load at the section level?
601.
Ability to provide user defined or system generated synonym numbers at the
section level?
602.
Set overall cross-listed capacity limits and monitor those limits during registration?
603.
Ability to define course fees at the section level?
604.
Have a course with multiple section-level topics?
605.
Assign section-specific start and end dates within the session/term and establish
nonstandard start and end dates which cross terms?
606.
Associate a course with a course type (i.e. remedial course)?
Scheduling
607.
Does the module provide the ability to quickly and easily assign classrooms and
facilities based on the requirements of a course or a meeting?
608.
Ability to do on-line interactive room scheduling with automatic conflict checking?
609.
Ability to schedule in a multi-campus setting.
610.
Does the module uses algorithms to make classroom assignment decisions based on
underlying optimization criteria resulting in more equitable assignments?
611.
Does the module optimize the space available each term without relying on
historical data?
612.
Does the module schedule classrooms to optimize fill ratios?
613.
Does the module enable the use of facilities to be optimized with respect to the best
match of class size and assigned rooms?
614.
Does the module provide room scheduling for all classrooms with data on room
size, restrictions, and utilization reporting?
615.
Does the module permit scheduling of classrooms to optimize energy usage by
allowing certain floors or buildings to be closed during summer terms to save the cost of air
conditioning?
616.
Can the module quickly reassign classes in case of emergency, such as in the event
of heating or cooling failures, fire, etc.?
617.
Can the module be used to assess the impact of potential changes to a classroom so
that facilities planners can better understand the impact of classroom facility changes on
classroom assignments?
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618.
Does the module assist in the planning and scheduling of facilities projects to
minimize impact to class size, availability, or classroom assignments?
619.
Can the module be used to schedule seminars and other meetings?
620.
Does the module allow users to request and reserve rooms meeting certain userspecified criteria for various meetings or other non-scheduled activities?
621.
Does the module allow users to alter demand and resource variables to plan for
future space needs?
622.
Does the module allow planners to run multiple scenarios through optimization
algorithms and graphically compare a wide array of utilization statistics?
Faculty
623.
Do you have a module that addresses faculty needs? If not, is it in beta? If in beta,
what is the expected delivery date for general delivery?
624.
Does the module provide a list of faculty office hours?
625.
Do you provide Web access for faculty schedule and advising?
626.
Ability to generate a faculty load report for a single term or multiple terms
627.
Maintain an instructional workload value associated with a specific schedule type
on a catalog record (i.e. one workload value if it is taught as a lecture, and another if its
taught as a lecture/lab)
628.
Ability to define team teaching assignments for a course with multiple instructors
each with their defined load portion.
629.
Does your system have a faculty component where information is maintained on
each faculty member to ensure the most up-to –date information is always available?
630.
Does the system maintains information on the academic level, departments,
subjects, course levels, and courses each faculty member is certified to teach (for both
credit and continuing education courses), as well as qualifications to serve on dissertation
committees?
631.
Does the module have the ability to schedule faculty office hours?
632.
Does the module perform batch advisor assignments and reassignments?
633.
Does the module provide the ability to designate parameters to determine how
many students are assigned to each advisor?
634.
Does the module provide the ability to designate whether the advisor must be on
the faculty of the program the student is enrolled in?
635.
Does the module track the committees on which the faculty serves?
636.
Does the module provide the ability to schedule unlimited multiple instructors per
section?
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637.
Does the module provide for tight integration with the Human Resources system
for faculty contract and workload processing?
638.
Campus Life
Campus Organizations
639.
Does the module produce student rosters?
640.
Does the module produce directories in compliance with FERPA?
641.
Does the module produce identification cards?
642.
Does the module generate an emergency screen that can identify where a student
may be contacted in an emergency situation?
643.
Does the module track social organization membership?
644.
Does the module track membership rosters and lists of officers for clubs,
organizations, fraternities, sororities, and other social groups?
645.
Does the module allow for easy maintenance of social organization membership
files by copying the current file for the next year, deleting graduates and adding only new
members?
646.
Does the module access student information from the Registrar module?
Residence Life
647.
Ability to assign an individual to housing depending on the length of the housing
assignment (i.e. term, monthly, or daily)
648.
Ability to assess the associated fees of housing depending on length of the housing
assignment (i.e. term, monthly, or daily)
649.
Does the module automatically roll students from Admissions into housing
records?
650.
Does the module generate room request and preference cards?
651.
Does the module generate residence room availability reports?
652.
Does the module generate residence waitlist reports?
653.
Does the module allow the institution to make room assignments on-line?
654.
Does the module allow the institution to make room waitlist assignments on-line?
655.
Does the module generate meal plan assignments on-line?
656.
Does the module generate room and board agreement letters?
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657.
Does the module maintain residence hall information at the hall and room level to
ensure that the appropriate room and board billing rates are charged?
658.
Does the module automatically post room and board fees to the student's Accounts
Receivable account for billing purposes?
659.
Does the module allow the posting of miscellaneous charges to each student's
Accounts Receivable account for items such as lost keys or dormitory damage?
660.
Does the module allow for the accommodation of those students requiring special
housing assignments due to disabilities?
661.
Does the module include the capability to perform analysis on prospective
students?
662.
Does the module provide for a lottery system?
663.
Is the lottery number stored in a field and automatically used when a room
assignment is made?
664.
Does the module provide the ability to enter a students preference for room and
roommate characteristics?
665.
When assigning housing automatically, does the module enforce the preferences
that have been required by the student?
666.
Ability to schedule housing for one-time events (i.e. meetings, seminars,)
Career /Counseling Services
667.
Ability to interrogate and update student retention system to identify students at
risk for leaving.
668.
Track and record a list of students on leave with return status.
669.
Maintain a daily, weekly, monthly, and semester calendar for counseling services.
670.
Maintain a database of contacts, issues discussed and actions taken.
671.
Ability to track graduates and to supply transcripts for internship candidates
672.
Does the module provide an appointment scheduling system for on-campus
interviews?
Health Services
673.
Does the system maintain emergency and health information for each person,
including contact names and telephone numbers as standard fields?
674.
Can the system capture an unlimited number of codes for insurance information?
675.
Can the system capture an unlimited number of codes for special health conditions
or special needs as standard fields?
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676.
Can the system capture an unlimited number of codes for immunizations and their
associated dates as standard fields?
677.
Maintain confidential basic records concerning student health including allergies,
immunizations, medications, illnesses ,family doctors and insurance information.
678.
Flag students with missing physical forms to Registrar’s Office, Academic Affairs
Office and the Business Office.
679.
Ability to integrate with the Business Office to determine who did and did not pay
a health fee.
680.
Facilitate reporting of necessary information to state health officials and other
agencies.
681.
Automatically charge health services fees for students who are in specific
registration and health program categories.
682.
Track student health insurance fee, including waivers and refunds.
683.
Ability to add or remove registration holds automatically based on changes in
immunization status.
684.
Ability to support automated correspondence to students who are not in compliance
with immunization regulations.
685.
Ability to record student visits to Health Facility and doctor’s office.
Athletics
686.
Track student sport activities.
687.
Maintain information about individuals and organizations who are involved with
athletics, such as volunteers, officials, coaches, friends and athletic club.
688.
Allow access to the student athlete’s academic schedule and GPA for Athletic
eligibility.
Activities and Events
689.
Ability to establish events, such as homecoming and create an unlimited number of
functions associated with the event
690.
Ability to schedule events in the available rooms without causing conflict to other
activities using the rooms.
691.
Provides an integrated scheduling facility for room reservations for classes and
other activities.
692.
Temple College
Ability to track special events by event, client or sponsor?
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Account Management
General
693.
Is the module integrated with the Registrar/Records module?
694.
Is the module integrated with the General Ledger module?
695.
Is the module integrated with the Financial Aid module?
696.
Does the module provide automatic invoicing of tuition and fees?
697.
Does the module provide the ability to handle scholarships, grants, and other credits
from the Financial Aid module?
698.
Does the module generate bills in on-line or batch mode for subsequent billings?
699.
Does the module generate bills that may selectively show either all prior
transactions or only those since a user-specified date?
700.
Does the module provide user-defined billing criteria?
701.
Does the module reflect student schedule modifications affecting tuition and/or
financial aid adjustments, and are they automatically calculated and reflected on the
system?
702.
Does the module automatically generate general ledger entries?
703.
Does the module automatically post miscellaneous charges from other modules to
the general ledger?
704.
Does the module automatically credit approved financial aid?
705.
Does the module calculate late fee charges based on user-defined criteria?
706.
Does the module provide the ability to charge third parties for student fees, as well
as record third party mailing information?
707.
Does the module generate reports for third party payers in summary and in detail by
student?
708.
Does the module balance student and third-party subsidiary accounts with the
appropriate general ledger account?
709.
Does the module automatically calculate refunds using decreasing percentages,
with an option to refund in full?
710.
Does the module provide the ability to perform on-line inquiries to student
billing/payment data?
711.
Does the module provide the ability to perform on-line inquiries to third party
billing data by student or payer?
712.
Does the module provide the ability to automatically drop all unpaid students?
713.
Does the module calculate and apply finance charges or interest?
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714.
Does the module provide for the aging of receivables?
715.
Does the module include unlimited subsidiary ledgers for different types of
receivables, such as student, employee, and miscellaneous fees?
716.
Does the module include a deferred payment plan with the ability to print payment
coupons?
717.
Does the module allow on-line or batch processing of invoices for selected groups
or individuals?
718.
Does the module provide the ability for the business office to specify withholding
registration privileges for any student with an accounts receivable balance?
Third Party Sponsors
719.
Does the module track funds awarded to students by sponsors, maintaining an audit
trail for financial aid records and accounts receivable?
720.
Does the module generate invoices for third-party sponsors that are paying for all
or part of a student's charges?
721.
If the third-party is sponsoring more than one student, are the total charges for all
students combined on one invoice?
722.
Does the module apply sponsor payments against the sponsor's invoice total
balance, as well as reflect the payments in each student's accounts receivable balance?
723.
Does the module generate summary and detail reports for each sponsor, listing each
student's charges for the term the sponsor is being billed?
724.
Does the module generate reports showing a total of all charges for each student, as
well as the amount that the sponsor has committed to pay?
Payment
725.
Does the module provide on-line entry of all cash receipts?
726.
Does the module provide a complete audit trail for all transactions?
727.
Can the module simultaneously accept payments of many types, including cash,
check, and credit cards?
728.
Can the module apply a single payment to multiple accounts?
729.
Can the module allow a user to choose to print a receipt immediately for handdelivered payments?
730.
Can the module route the receipt to a batch printing process for payments received
in the mail?
731.
Can the module not print any receipt at all?
732.
Can the module apply a single cash receipt to multiple receivable records?
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733.
Can the module provide the ability to enter cash receipts on-line?
734.
Can the module display student accounts on-line?
735.
Does the module provide daily cash analysis reports with totals by bank?
736.
type?
Does the module generate a daily cash receipts register by cashier and payment
737.
Does the module provide the ability to automatically match debits and credits, with
the capability to override this feature?
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Financial System
Purchasing
General
738.
Explain what setup is required to integrate your various subsystems, to confirm that
General Ledger account numbers are valid and to check for budget authorization at
transaction entry time.
739.
Explain what setup is required in your various subsystems, like the Student System
and Human Resources, to automatically send transactions to General Ledger.
740.
Explain the audit trail to track a transaction that has been posted to General Ledger
back to it's originating source in all of your subsystems.
741.
Explain how encumbrances and commitments are recorded, updated and relieved.
742.
Does the module allow the originator of the requisition to view the current status of
a pending requisition by PO, requisition, or invoice number?
743.
Does the module maintain a comprehensive audit trail from purchase requisition to
PO to invoice to payment?
744.
Does the module provide an interface with the Accounts Payable module?
745.
Does the module automatically post encumbrances to general ledger accounts?
746.
Does the module automatically relieve encumbrances upon creation of the voucher?
747.
Does the module adjust expense accounts if the purchase order changes?
748.
Does the module reverse accounting transactions if a purchase order or requisition
is voided?
749.
Does the module provide for multiple account distributions by line item?
750.
Does the module allow users to establish and maintain bidders' lists by product and
service categories?
751.
Does the module provide and interface with an inventory management system?
Requisitions
752.
Does the module perform purchase requisition processing on-line?
753.
Does the module give the preparer of a purchase requisition the ability to open and
close an on-line requisition as needed before submission?
754.
Allows for the immediate encumbrance and commitment of funds at the requisition
level?
755.
Allows for requisition entry with edit checks for valid account numbers, budget
availability, and user access with ability to override budget?
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756.
Does the module provide the ability to create a "scratch pad" requisition with an
expiration date?
757.
Does the module display the requisitioned amount, encumbered amount, expensed
amount, budget amount and amount remaining when a general ledger number is entered?
758.
Does the module include internal and external free-form, unlimited comments
fields?
759.
Does the module date and time stamp these fields?
760.
Does the module default shipping address information with override capabilities?
761.
Does the module allow an unlimited number of general ledger numbers for expense
distribution?
762.
Does the module enable the user to enter an amount, or percent, or quantity and
have the system calculate the other two?
763.
Does the module provide the ability to identify each PO line item as either taxable
or non-taxable?
764.
Does the module provide the ability to combine and /or split requisition
requirements to one or more purchase orders?
765.
Does the system provide the ability to enter unlimited length description fields to
view and edit on screen and spell check purchase order and change order text?
Purchase Orders
766.
Does the module capture encumbrance transactions?
767.
Does the module provide voiding procedures for purchase orders which
automatically generate reversing entries?
768.
Does the module create and print a PO from a requisition?
769.
Can the module combine multiple requisitions into one purchase order?
770.
Does the module perform purchase order processing and reporting?
771.
Can the module create an inventory record from a PO?
772.
Can the module provide the ability to generate blanket POs?
773.
Does the module give purchasing agents the ability to ensure the availability of
funds to pay for an item?
774.
Does the module enable purchasing to perform on-line inquiries of encumbrance
information?
775.
Does the module enable purchasing to print encumbrance information?
776.
Does the module provide the ability to enter manually prepared POs?
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777.
item?
Allows for multiple budgetary accounts to be applied to each purchase order line
778.
Provides for on-demand printing of the purchase order?
779.
Ability to print a duplicate purchase order?
780.
Provides full sufficient funds checking.
781.
Ability to handle multiple freight/shipping charges for the same purchase order.
782.
Provides a notes section in the purchase order process?
783.
Provides automatic online posting of the encumbrance transaction to the general
ledger.
784.
Ability to track purchase orders and payments issued against blanket purchase
orders.
785.
Ability to create blanket orders with limits on specific amounts or dates?
786.
Provides standard reports and inquiry screens for purchase orders in process.
787.
Does the module provide Blanket Order capability that permits blanket releases on
either a quantity or dollar level basis?
Receiving
788.
Does the module produce receiving reports, including time and condition of
delivery?
789.
Ability to track the recording of goods returned to the vendor.
790.
Does the module process partial receipts?
791.
Does the module provide the ability to track the number of items ordered?
792.
Does the module provide the ability to track the number of items received?
793.
Does the module provide the ability to track the condition in which the items where
received?
794.
Does the module provide the ability to track the number of items returned?
795.
Does the module provide the ability to track the reason the items where returned?
796.
Does the module provide the ability to track by what mode the items were
delivered?
797.
Provides a three-way match of the receipt of goods, the purchase order and the
invoice?
798.
Ability to designate items to be capitalized with an immediate update to Fixed
Assets?
799.
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Does the module permit the buyer to edit text/price after an item has been received?
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800.
Does the module have the ability to generate a received discrepancy report that
identifies and tracks items received with discrepancies?
Vendors
801.
Does the module maintain a vendor master file that includes one-time vendors?
802.
Does the module allow on-line inquiries to the vendor file?
803.
Does the module allow on-line inquiry of invoices by vendor?
804.
Does the module generate vendor reports using various criteria such as commodity
codes, etc.?
805.
Does the module provide historical reporting for vendors?
806.
Does the module produce mailing labels for vendors?
807.
Does the module use correspondence features to facilitate requests for bids from
multiple vendors?
808.
Allows for notes in vendor files for performance indicators and issues.
809.
Allows for vendor email addresses?
810.
Provides for separate fields in vendor file for Employer Identification number and
Social Security number.
811.
Provides a 1099 designation code for each vendor?
812.
Provides ability to establish discount terms for each vendor?
813.
Supports the limiting of activity by dollar amount?
814.
Ability to establish payment terms for each vendor?
Authorizations
815.
Does the module enable the institution to identify specific policies for on-line
requisition and purchase order approval?
816.
Does the module allow electronic approval of requisitions, purchase orders and
vouchers?
817.
Does the module provide the ability to track differing dollars limits for different
types of documents, for example, requisitions and purchase orders?
818.
Does the module provide the ability to prevent the creation of the next document in
the chain if the authorization has not been received?
819.
Does the module provide the ability to access a single screen to see all of the
pending authorizations for a single user?
820.
Does the module provide an authorization summary screen which breaks down the
authorizations needed by document type, for example, requisitions and purchase orders?
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821.
Does the module provide the ability for the user to "drill down" on the summary
screen to see the detail of the documents?
Accounts Payable
General Information
822.
Does the module integrate with other modules, including the General Ledger
module, for generating payments?
823.
Does the module automatically process general ledger entries?
824.
Does the module verify transactions against accounts receivable balances?
825.
Does the module automatically update the accounts receivable detail ledger?
826.
Does the module create vouchers from purchase orders without re-entry of
information?
827.
Does the module provide the ability to maintain multiple bank accounts?
828.
Does the module process 1099s?
829.
Does the module generate a monthly expenditure report of all system- and
manually generated checks, including payee, date, number, amount, and description?
830.
Does the module generate reports for cash requirements?
831.
Does the module perform the check authorization process on-line?
Check Processing
832.
Does the module provide the ability to write checks for students, instructors, etc.,
without a vendor number?
833.
Does the module provide the ability to write checks without a PO number?
834.
Can the module combine multiple invoices for a single payment to a vendor?
835.
Does the module provide the ability to write checks manually?
836.
Does the module allow check writing during registration for refund payments to
students?
837.
Does the module allow the printing of refunds and other checks?
838.
Does the module allow the printing of checks (e.g., Pell grants, etc.)?
839.
Does the module allow recovery of checks damaged in printing?
840.
Does the module maintain a complete audit trail of checks?
841.
Does the module perform bank reconciliation and track outstanding checks?
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842.
Does the module include the ability to stop individual payments or all payments to
a vendor?
843.
Does the module allow the user to purge reconciled checks and associated vouchers
at the user's discretion?
844.
Does the module automatically pay due invoices by specified dates?
845.
Does the module automatically pay due invoices by specified dates, with the ability
to process exceptions?
846.
Does the module provide the ability to pay specified invoices only?
847.
Does the module automatically process recurring payments?
848.
Does the module automatically calculate refunds using decreasing percentages,
with an option to refund in full?
849.
Does the module perform automatic calculations to take advantage of vendor
discount schedules?
850.
Does the module perform automatic encumbrance reversal?
851.
Does the module track future commitments (such as lease agreements) against
budgeted funds?
852.
Does the module convert invoice totals to foreign currency, when required?
General Ledger
General
853.
Is the module fully integrated with the Financial, Student, and Human Resources
systems?
854.
Does the module provide real-time data entry with immediate update to all
databases?
855.
Does the module include detailed general ledger capability for 12 months?
856.
Does the module include unlimited note space for details on each journal entry?
857.
Does the module provide for recurring journal entries?
858.
Does the module disallow out-of-balance journal entries?
859.
Does the module process interfund transfers?
860.
Does the module allow multiple years to run concurrently?
861.
Does the module allow account balance information to roll over from one year's
ledger to another?
862.
Does the module provide the capability for processing the current month's (or
year's) activity before closing the prior month (or year)?
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863.
Does the module perform month-end and year-end closings on demand?
864.
Does the module include automated end-of-year processing?
865.
The system should be in compliance with FAS116 and FAS117 upon
implementation.
866.
Ability to freeze activity for an account without deactivating the account?
Access to Information
867.
Does the module provide on-line access to the general ledger history for an
unlimited number of years?
868.
Does the module provide on-line access to the current status of any organizational
budget function for the current year by line item?
869.
Does the module provide on-line access to detail activity of any budgetary account
for the current year?
870.
Does the module allow on-line inquiry to account balances and line item detail?
871.
Does the module allow on-line inquiry to line item detail by various criteria (such
as timeframe, source, or account) for at least one year?
872.
Does the module provide the ability to assign security for each user tied to the
general ledger account?
873.
Perform cash flow management, including analysis and projections?
874.
Provides for audit trails?
Account Specifications
875.
Does the module provide a flexible account number structure?
876.
Does the module include a menu-driven method for building charts and defining an
account number structure?
877.
Does the module allow an unlimited number of funds?
878.
Does the module allow an unlimited number of cost centers?
879.
Does the module allow an unlimited number of general ledger balance sheet
accounts?
880.
Does the module enable the user to designate group headers/titles for account
groupings?
881.
Does the module accommodate up to 25 characters in the account number
structure?
882.
Does the module follow NACUBO recommendations for the chart of accounts?
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Reporting
883.
Does the module produce financial statements on-line, based on user-defined
criteria?
884.
Does the module provide multiple level reporting (account, department, division,
type of fund, etc.)?
885.
Does the module generate reports using the specifications required by FASB
Statement of Financial Standards No. 117?
886.
Does the module generate reports on the statement of changes in fund balances,
comparative balance sheets, a statement of current funds, revenue expenditures, and other
changes?
887.
Does the module generate reports for control accounts with detailed accounts?
888.
Does the module export data to a PC for spreadsheet and graphic use?
889.
Provides for roll-up reporting?
890.
Ability to produce financial statements in batch mode?
891.
Provides monthly and annual reporting of activity as well as daily and weekly
reports?
Pooled Investments
892.
Does the module automate calculation of the distribution of investment earnings
and market gains/losses?
893.
Does the module calculate the allocation of each participating unit's income, gains,
and/or losses on a unitized basis?
894.
Does the module provide on-line access to information related to additions,
withdrawals, earned income, changes in market value, and available cash for each of the
participating units?
895.
Does the module automatically post all required journal entries for distribution to
the general ledger?
896.
Does the module determine and track the historic gift value of each participant's
investment in the pool?
897.
Does the module track reinvested earnings and gains/losses independently from
actual contributions to the participating unit?
898.
Does the module allow the user to define the transfer schedule for the distribution
of earnings to individual participating units?
899.
Does the module enable the institution to generate and print statements to send to
major donors and responsible parties within the institution?
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900.
Does the module track demographic information associated with each specific
fund, including names of the account manager, account supervisor, major donors, and the
specific departments that benefit from the investment?
901.
Ability to report the total return for an endowment?
902.
Ability to designate multiple income and expense accounts per pool?
903.
Ability to report the net appreciation of an endowment fund per distribution
frequency?
Budget Management
904.
Is the module integrated with the General Ledger module so that the completed
budget automatically produces opening year general ledger budgets?
905.
Does the module provide access to prior year, current year, and future year budgets
for planning?
906.
Does the module allow on-line inquiry to prior year and current year actual
amounts and supporting detail for planning?
907.
Does the module automatically record the current budget for use in planning the
next year's budget?
908.
Does the module provide the ability to annualize actual expenses for the current
year for comparison purposes?
909.
Does the module decentralize the budget creation process by allowing the budget to
be "rolled up" from the department level?
910.
Does the module generate budget worksheets?
911.
Does the module perform budget projections for planning purposes?
912.
Does the module allow on-line entry and maintenance of budget data?
913.
Does the module track approvals required for budget input?
914.
Does the module provide the ability to select line items for reporting and summary?
915.
Does the module provide the ability to build a budget using a hierarchical
structure?
916.
Does the module provide the ability to build budget scenarios and justifications?
917.
line?
Does the module perform budget projections with multiple year comparisons on-
918.
Does the module include room for unlimited on-line justification comments or
notes for each budget item?
919.
Does the module generate user-defined reports on budgets, final expenditures, and
adjusted budgets for an unlimited number of previous years?
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920.
Does the module track expenditures by line item?
921.
Does the module prepare budget reports with revisions?
922.
Does the module allow on-line budget revisions with approvals, and maintain an
audit trail of these revisions?
923.
Does the module include encumbrances on budget reports?
924.
Does the module maintain a comprehensive audit trail of modifications to the
budget?
925.
Does the module allow preparation of monthly budget reports by department?
926.
Does the module provide budget summaries by account, type, department, etc.?
927.
Does the module track budget/expenditures by department, including year-to-date
expenditures for work/study and non-work/study charges?
928.
Does the module report budget overruns?
929.
Does the module report what percent of the budget has been used?
930.
Does the module report budgeted vs. actual expenses for the month and year to
date, in dollars and in percent of total expended?
931.
Does the module provide final budget reports by department?
932.
Does the module create multiple versions of a budget and budget projections for
tracking and historical purposes?
933.
Does the module perform "what-if" scenarios to model various approaches to
budget prioritization and projections for subsequent years?
Fixed Assets
934.
Does the module allow the institution to specify the location and pertinent attributes
of each asset?
935.
Does the module allow the institution to designate a person who is responsible for
each asset?
936.
Does the module assign a unique identification number and property tag number to
each asset?
937.
Does the module allow the institution to track the condition of each asset at each
physical inventory?
938.
Does the module allow the institution to associate assets with each other (e.g., a
printer could be associated with a computer, or a chair could be associated with a desk)?
939.
Is the information maintained in this module integrated with the Facilities Profile in
the Core System to provide a comprehensive listing of the campus buildings and
equipment?
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940.
Does the module maintain comprehensive asset valuation information it receives
from accounts payable, such as vendor, acquisition date, and amount or cost of the asset?
941.
Does the module maintain the valuation date, valuation method, valuation amount,
valuation company, appraisal date, appraisal reason, insured value, insured date, and
deductible amount for each asset?
942.
Does the module provide the ability to enter renewal information about the asset,
such as renewal description, amount of renewal, renewal date, renewal life, revised cost of
the renewed asset, and revised remaining life of the asset?
943.
Does the module allow the user to project the valuation of an asset over a specified
number of depreciation periods?
944.
Does the module automatically recalculate depreciation on combined assets when
their valuation is changed through renewal?
945.
Does the module maintain information on specific asset restrictions, including
donor information and any restrictions on asset disposal?
946.
Does the module maintain all pertinent information relating to insurance policies
and service or warranty contracts covering the asset?
947.
Does the module allow the institution to designate which assets are to be
capitalized?
948.
Does the module include a batch processing routine that capitalizes all new assets
and automatically updates the general ledger?
949.
Does the module support the following depreciation methods: straight line,
sum-of-the-year-digits, declining balance, or a user-defined method?
950.
Does the module include a batch processing routine to depreciate all fixed assets on
a selected schedule and automatically update all depreciation accounts in the general
ledger?
951.
Does the module update all applicable general ledger accounts when an asset is
disposed of?
Inventory
952.
Does the module automate the process of tracking and accounting for items kept in
stock at an institution's supply center or multiple inventory stores?
953.
Does the module track the status of the inventory in the inventory store, including
what it has on hand, what it has on order, what it has committed to customers, and what it
has on backorder?
954.
Does the module automatically update the inventory whenever purchase orders are
issued or back-ordered to replenish the store's stock?
955.
Does the module provide the option to mark up the cost of individual items so that
the inventory store can function as a cost center for the institution?
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956.
Can the module be used to publish a price book that lists the item number, size,
color, cost, and additional information about each item in stock, using the inventory data
contained in this module?
957.
Can the module track inventory information for multiple supply centers?
958.
Can the module calculate the value of inventory on demand?
959.
Does the module allow entry of physical inventory and post-inventory adjustments
to account for damaged or missing goods, which can then be written off?
960.
Does the module integrate inventory information with the Purchasing, Physical
Plant, and General Ledger modules?
961.
Does the module allow requisitions to stock inventory to be processed
electronically through purchasing, with inventory records updated when the goods arrive?
962.
Does the module charge directly to work orders for supplies from inventory that are
used to fulfill the orders?
963.
Does the module automatically charge back the cost of inventory requests from
individual departments through general ledger updates?
Physical Plant
964.
Does the module automate the institution's work order processing system by
electronically processing work order requests?
965.
Does the module automatically update the general ledger with charges to the
appropriate department for physical plant services?
966.
Does the module centralize work order assignments in the physical plant?
967.
Does the module allow for job scheduling, cost and progress monitoring, and
maintaining an on-line status of all work orders?
968.
Does the module allow estimates of labor and materials to be compared with actual
labor and materials cost for analysis?
969.
Does the module perform automatic maintenance of total-to-date amounts for all
labor, material, departmental, and total job cost figures?
970.
Does the module monitor work orders in progress?
971.
Does the module maintain a work order history report to track previous work done?
972.
Does the module enable the labor and material costs for a work order to be charged
directly to the physical plant or the requesting department?
973.
Does the module integrate work order requests with the Inventory and Purchasing
modules?
974.
Does the module enable materials needed to complete the work order to be acquired
through the Inventory or Purchasing modules, with the appropriate charges transferred to
the work order?
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975.
Does the module allow charges for stock from inventory or outside purchases to be
attached to the work order for appropriate billing to the requester?
976.
Does the module track all charges for each work order in one place to ensure billing
accuracy?
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Human Resources System
Personnel
General
977.
Is the module integrated with the Payroll module?
978.
Is the module integrated with the Student System and the Financial Aid module to
track work/study participants?
979.
Does the module provide the ability to maintain:
980.
Name and personal data?
981.
Nine-digit zip code?
982.
Start date and other dates?
983.
Education and degrees?
984.
Campus address and phone number?
985.
Fax number and e-mail address?
986.
Type of employee?
987.
Title, department, division, and level?
988.
Years to tenure?
989.
Committees on which they have served?
990.
Salary history?
991.
Spouse's name?
992.
Full-time or part-time benefits?
993.
Salary and deductions?
994.
Health conditions?
995.
Disabilities or special needs?
996.
Military status?
997.
Does the system provide the capability for employees to access leave information
via the web with proper security in place?
998.
Does the system provide the capability for employees to access personal
information and make address changes via the web with proper security in place?
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999.
Does the system provide the capability for employees to view position information
via the web with proper security in place?
1000.
Does the module provide the flexibility to add new data elements for new
regulations and reporting requirements?
1001.
Does the module allow for retroactive or future dating of events?
1002.
Does the module allow recording of actual dates of personnel events?
1003.
Does the module maintain affirmative action information?
1004.
Does the module provide the capability to define academic rank codes (professor,
instructor, etc)?
1005.
Does the module provide the capability to distinguish job classifications (business
manager, dean of students)?
Applicant Tracking
1006.
Does the module provide job applicant tracking?
1007.
Can you record the date of application?
1008.
hire?
Does the module provide automatic creation of a personnel record at the time of
1009.
Can the module track applicant skills for filling future positions?
1010.
Does the module track position applied for and salary requirements?
1011.
Does the module track years of education and institutions attended?
1012.
Does the module allow association of skills with employees to track what skills are
available and who possesses them?
1013.
Does the module provide unlimited free form comments?
1014.
Does the module provide the capability to print notifications to applicants?
1015.
Does the module provide the capability to print address labels?
1016.
Does the module provide the capability to search for potential candidates for an
open position through the employee, and applicant records by entering search criteria, such
as education level, skills, certifications, job classifications, etc?
1017.
Does the module provide unlimited historical data on all applicants?
Position Management
1018.
Does the module provide the ability to create an unlimited number of positions?
1019.
Can multiple general ledger numbers be assigned to each position?
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1020.
Is the module capable of posting different earning categories to multiple general
ledger numbers?
1021.
Does the module maintain information on position definitions, including which
employees currently hold those positions?
1022.
Does the module provide the ability to note the supervisor for a position or
employee?
1023.
Does the module provide the capability to define the standard yearly work time and
the pay period work time
Faculty Assignment Contracts
1024.
Does the module interface with the Students System?
1025.
Does the module track contract information?
1026.
Does the system allow assignment contracts to be initiated by both the Student
and Human Resource Systems?
1027.
Does the module allow you to create a ‘shell’ assignment contract which has no
assignments, load periods or positions associated to it for use throughout a person’s career,
associating new load periods, positions and assignments as needed?
1028.
Does the module provide a summary screen to view existing or historical
contracts?
1029.
Does a completed assignment contract contain the following data on-line:
1030.
Contract description?
1031.
Start/end dates?
1032.
Contract number?
1033.
Contract type?
1034.
Payment method (hourly, salary)?
1035.
Status (full-time, part-time)?
1036.
Appointment reason?
1037.
EEO Category?
1038.
EEO/IPEDS tenure type?
1039.
I-9 form completion date?
1040.
Free form comments?
1041.
Does the module provide the flexibility to define load periods outside of academic
terms?
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1042.
Does the module allow for multiple load periods for an employee’s assignment
contract?
1043.
Does the module allow you to assign positions to a load period?
1044.
Does the module provide the flexibility to link assignment contracts to load period
positions manually or with a batch process?
1045.
Does the module provide the following faculty assignments:
1046.
Course section assignments?
1047.
Campus advisement assignments
1048.
Campus member assignments
1049.
Does the module provide a report to show the assignment distributions?
1050.
Does the module provide a report, which generates a list for faculty members, that
do not have contracts associated with them?
1051.
Does the module provide a batch process to update assignment contract information
into Personnel, creating all wage records?
1052.
Does the module provide the ability to view information pertaining to the courses
and course assignments for each contract?
Benefit Management
1053.
Does the module allow an unlimited number of benefit and deductions?
1054.
Does the module provide the ability to administer COBRA billing and payment
processing?
1055.
Does the module provide the capability to process wage garnishments?
1056.
Does the module provide an interface to Accounts Receivable?
1057.
Does the module allow for flexible benefits?
1058.
Does the module provide the ability to have employee paid, employer paid and
shared benefits?
1059.
Does the system provide for multiple payroll deduction frequencies?
1060.
Does the system provide for default information to be passed to each employee and
overridden if needed?
1061.
Does the module provide the capability to have taxable and non-taxable benefits?
1062.
Does the system provide the ability to define eligibility rules?
1063.
Does the module store beneficiary information? Can multiple beneficiaries be
listed for the benefit?
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1064.
Does the system provide batch processes to enroll/unenroll employees in benefit
plans?
1065.
Does the system provide batch processes to update benefit rate changes (health care
increase)?
1066.
Does the system have the ability to set limits on benefits/deductions?
1067.
Does the system provide a process to batch reset limits on a periodic basis when
user initiated?
1068.
Does the module provide the flexibility to handle fixed amount, percentage,
insurance, table driven, A/P reimbursement and receivable benefits/deductions?
1069.
Does the module provide flexibility to only process certain benefits on a periodic
basis (medical insurance on the first payroll of the month)?
1070.
Does the module provide the ability to assign priorities to benefits/deductions for
payroll calculation purposes?
Leave Management
1071.
Does the system provide the ability to define an unlimited number of leave plans?
1072.
Does the system provide the ability to define different types of leave (vacation,
sick, jury, bereavement, family medical, etc)?
1073.
Does the module provide different rates of accrual based on years of service?
1074.
Does the module provide the option to allow/disallow negative leave?
1075.
Does the module automatically maintain and monitor sick leave, vacation, and
personal leave based on multiple accrual methods?
1076.
Does the module provide the option to limit the number of leave hours an employee
can carry over from one year to the next?
1077.
Can a maximum leave accrual limit be set?
1078.
Does the module provide an option to prevent employees from taking leave during
a probationary period?
1079.
If needed, can manual adjustments be made to an individual’s leave plan?
1080.
Does the module provide the ability to track Family Medical Leave?
1081.
Does the module store all leave transactions for historical purposes?
1082.
Does the module provide the ability to set up a leave pool (catastrophic illness)?
1083.
Does the module track the employee and number of leave hours donated and
granted from the leave pool?
1084.
Can you place a maximum on number of hours to donate or grant to the leave pool?
1085.
Does the system provide a detailed leave pool transaction report?
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1086.
Does the module provide a leave detail audit report showing all leave transactions
for a specified leave plan for a specific date range?
Personnel Actions
1087.
Does the module process batch updates for wage, benefit/deduction, and leave
changes?
1088.
Can employees be batch enrolled/canceled from a benefit?
1089.
Can employees be batch enrolled/canceled from a leave plan?
1090.
Does the module allow for easy reactivation of former employees?
1091.
Is an employee easily terminated and is the termination reason kept on file?
1092.
Can an employee’s primary position be easily changed?
1093.
Does the system provide the ability to apply future effective dates to an employee’s
record?
1094.
Does the module have the capability to add and cancel additional positions?
1095.
Is the ability to create benefit and leave templates for ease of entry available?
1096.
Does the system provide the ability to correct status, termination, position and
benefit dates?
1097.
Does the module provide the ability to purge job applicants when a user initiates
the process?
1098.
Does the module provide the ability to purge personnel records when user initiated?
1099.
Does the system produce a detailed audit report prior to any purge process?
1100.
Does the system provide the ability to restore one or more personnel records once
they have been archived?
Personnel Records
1101.
Does the module record faculty evaluation dates?
1102.
Does the module provide the ability to store an alternate ID?
1103.
Is the ability to track EEO category available?
1104.
Does the module store the EEO/IPEDS Tenure Type?
1105.
Does the module provide a process to change an employee’s status?
1106.
Does the module provide the ability to store significant employment dates, such as,
I-9 completion and expiration dates, tenured date, date of employment, anniversary day and
retirement date?
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1107.
Does the module allow for a default workweek schedule to be set up for
employees’?
1108.
Does the module allow for changes to a work week schedule?
1109.
Does the module provide summary screens so that you can view a person’s
positions, wages, benefit and leave plans?
1110.
Does the module provide the capability to track non-employees or volunteers?
Personnel Reporting
1111.
Does the module maintain personnel profile reports?
1112.
Does the module produce personnel reports based on any past, current, or future
point in time?
1113.
Does the module provide the ability to select groups of employees for review of
evaluation summaries, committees, tenure, scheduling, etc.?
1114.
Does the module provide the ability to generate a personnel directory?
1115.
Does the module generate faculty lists by department?
1116.
Does the module sort employees by category, type, title, building, full-time or parttime status, office location, or mailing address?
1117.
Does the module generate mailing labels for all employees?
1118.
Does the module generate mailing labels for on-campus addresses, sorted by
building or department?
1119.
Does the system provide IPEDS reports?
1120.
Does the system provide a leave transaction report which shows all leave
transactions, dates, hours, comments, previous and current balances?
Payroll
General
1121.
Is the module integrated with the General Ledger, Personnel, Financial Aid and
Accounts Receivable modules?
1122.
Does the module integrate and record employee donations to the institution in
conjunction with the Alumni and Development System?
1123.
Does the module allow payroll processing to be scheduled at any time for salaried
employees, per-hour employees, and part-time faculty?
1124.
Does the module perform "what-if" scenarios at the employee's request for
paycheck modeling as it pertains to wages, taxes and benefits?
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1125.
Does the module provide a summary screen to view earnings, taxes, and benefit
and leave information for quarter-to-date, year-to-date, as well as fiscal-to-date totals?
1126.
Does the system provide a process to clear quarter-to-date and year-to-date totals
with a batch process?
1127.
Does the system provide a process to clear fiscal-to-date information in a batch
process?
1128.
Does the system prevent you from running the first payroll of the quarter if the
quarter-to-date totals have not been cleared?
1129.
Does the system prevent you from running the first payroll of the if the year-to-date
totals have not been cleared?
1130.
Does the system prevent you from running the first payroll of the fiscal year if the
fiscal-to-date totals have not been cleared?
1131.
Does the module provide the ability to identify an unlimited number of pay cycles
for identifying employees into similar groups for payment?
Time Management
1132.
Does the module provide the ability to define an unlimited number of shift
differentials?
1133.
Can time worked be entered on-line?
1134.
Does the module provide an interface with outside electronic time recording
systems (KRONOS)?
1135.
Does the module automatically maintain and track comp time?
1136.
Does the module provide time sheet balancing reports?
1137.
Does the module provide the ability to track holiday hours?
1138.
Does the module provide the capability to track time on an exception, positive and
scheduled positive basis?
1139.
Does the system provide the capability to track time on a daily basis?
1140.
Can default work schedules be set up to eliminate unnecessary keystrokes?
1141.
Does the module provide the ability to enter the actual time worked and associated
earnings type for each day in the pay period?
Adjustments
1142.
Does the module provide the ability to adjust payroll earnings, benefits and taxes
during payroll?
1143.
Is retroactive pay processing available?
1144.
Does the module provide the capability to reverse payroll checks and advices?
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1145.
Does the module provide a manual check calculation?
1146.
Does the module provide a replacement check process?
1147.
Does the module provide a process to void a check number range?
Calculations
1148.
Does the module process miscellaneous or stipend pay on regular or separate
payroll runs?
1149.
Does the module calculate and distribute overtime pay, with optional manual
overtime distribution?
1150.
Can the module pay salaries over 9, 10, or 12 months?
1151.
Does the module handle employees who have opted for deferred pay (9 over 12)?
1152.
Can the module process a special payroll, such as a bonus or end of semester
payment (not a standard pay period)?
1153.
Does the module provide flexible pay schedule calculations for continuing
education faculty?
1154.
Does the module track employment start/end dates for contract, payment, and
deduction purposes?
1155.
Does the module automatically track sick leave, vacation, personal leave, etc.?
1156.
Does the module allow for insurance deductions, including separate dental and life
insurance?
1157.
Does the module provide the ability to handle various deduction schedules (onetime, weekly, monthly, etc.)?
1158.
Does the module provide an unlimited number of non-statutory deductions per
employee?
1159.
Does the module provide the means to perform all calculations for federal and state
withholding, employer contributions, and other employee deductions and taxes?
1160.
Does the module allow maintenance of appropriate tax and mandatory reporting
routines?
1161.
Does the module use annualized tax calculations for more accurate tax
withholding?
1162.
Does the module process tax deferred deductions, such as 403B plans?
1163.
Does the module calculate Group Term Life insurance tax (imputed income)?
1164.
Does the module provide the ability to define a large number of federal, state and
local tax codes and tables?
1165.
Does the module provide a process to copy tax tables from one year to the next in
order to prevent further setup and data entry errors?
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1166.
Does the system provide the ability to create a tax template so that all taxes can be
applied to a new employee in a single process (FICA, MEDI, federal and state)?
Regulatory Requirements
1167.
Does the module produce W-2s?
1168.
Does the module produce quarterly reports?
1169.
Does the module calculate federally mandated Group Term Life insurance tax
(imputed income)?
1170.
Does the module adhere to IPEDS regulations and produce necessary reports?
Distribution
1171.
Does the module automatically calculate payroll distribution?
1172.
Does the module provide the capability to directly deposit checks into multiple
accounts for each employee?
1173.
Does the module meet all National Automated Clearinghouse Association
(NACHA) standards for direct deposit tapes?
1174.
Can the module include multiple pay cycles on a single direct deposit tape?
1175.
Can the module include prenotes on the direct deposit tape?
1176.
Does the module ensure electronic check reconciliation for cleared payroll checks?
1177.
Does the module automatically print payroll checks and advices?
1178.
Does the module process single checks?
1179.
Does the module print payroll registers and posting reports automatically?
1180.
Does the module report sick leave, vacation time, etc., on employee pay stubs?
1181.
Does the module provide a process to automatically create remittances and
vouchers for vendor payments based on payroll deductions collected for benefits/deductions
and taxes?
1182.
Does the module provide the capability to manually maintain remittance processing
should the need arise?
1183.
Does the automatic check/advice print process provide the ability to sort by pay
station?
History
1184.
Does the module maintain historical records on both a fiscal year and a calendar
year basis, by individual and by position?
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1185.
Does the system provide the capability to purge historical payroll data when user
initiated?
1186.
Does the system provide a process to purge historical checks and advice records
when user initiated?
Student Employment
1187.
Does the module interface with Financial Aid module?
1188.
Does the module provide the ability to monitor earnings against award amounts?
1189.
Does the module provide the ability to clear award information either by individual
or in batch after an award period is over?
1190.
Does the module create and maintain employment records for college work/study
students without additional data entry?
1191.
Does the module process student work/study and student non-work/study per hour
on a monthly payroll?
1192.
Does the module provide on-line maintenance and inquiries to work/study and nonwork/study wages by department?
1193.
Does the module track expenditures by department on work/study and nonwork/study accounts with year-to-date totals?
1194.
Does the module generate reports on eligible funds remaining for each work/study
or non-work/study student?
1195.
Does the module print student work/study profiles and summaries?
Canadian Processing
1196.
Does the module produce T-4 forms?
1197.
When T4s are produced, is each employer account reported separately?
1198.
Does the module adhere to Canadian regulatory rules?
1199.
Does the module produce output in the Canadian date format?
1200.
Does the module produce forms with the Canadian spelling of cheques?
1201.
Does the module provide the ability to have multiple employer identification
numbers?
1202.
Does the module provide the ability to define Statutory Deduction Codes for
federal/provincial deductions, Canada Pension Plan (CPP), Quebec Pension Plan (QPP) and
Employment Insurance (EI)?
1203.
Does the module provide the ability to enter employee and employer annualized tax
tables for Canadian tax types of CINC, UI and CPP?
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1204.
Does the module allow you to maintain the routing and transit information for
banks to which employees' direct deposits may be?
1205.
Does the module produce Record of Employment (ROE) forms?
Reporting
1206.
Does the module maintain unlimited historical detail for use in reports and
analysis?
1207.
Does the module generate payroll totals by employee, type of employee, and grand
totals for specified periods?
1208.
Does the module generate payroll registers, balancing
deduction/reduction registers and reports with totals by type of deduction?
reports,
and
1209.
Does the module generate distribution reports by employee, by employee type, and
by account, department, and division?
1210.
Does the module provide the ability to produce federal quarterly and year-end
reports from a backup file so that normal payroll processing can continue without
interruption?
Employee And Labor Relations
Employee Relations, Bargaining Units
1211.
Does the system provide the ability to create an unlimited number of seniority
plans?
1212.
Does the module provide the ability to define the seniority plans by type (union,
federal, institutional)?
1213.
Does the module provide flexibility to be able to include or exclude various types
of earnings?
1214.
Does the module validate against positions?
1215.
Does the system provide the ability to create an unlimited number of bargaining
units?
1216.
Can an employee be associated with multiple bargaining units?
1217.
Can positions and bargaining units be linked?
1218.
Does the module provide the capability to assign minimum number of hours to be
worked before seniority eligibility begins?
1219.
Does the module provide the flexibility to expire a seniority plan if a specified
amount of time has lapsed from previous seniority accumulation?
1220.
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Does the module provide unlimited free form comment fields for plan descriptions?
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1221.
Is the module flexible enough to include or exclude pre-seniority hours from the
seniority calculation?
1222.
Does the module allow for adjustments?
1223.
Does the module provide the ability to set limits on each seniority plan?
1224.
Does the module provide the capability to create seniority plan templates in order
to decrease data entry?
1225.
Can seniority information be reviewed by position?
1226.
Is there a process to batch enroll/unenroll seniority plans to selected positions?
1227.
Are changes to seniority plans stored on-line for historical purposes?
1228.
Does the module provide the ability to enroll employees into seniority plans both
individually and by batch update?
1229.
Does the module provide a seniority work file for review and to make adjustments
prior to final calculation?
1230.
Does the system produce a report to show seniority accumulations for selected
employees?
1231.
Does the module produce a ranking report for specified plans which shows
employee name, ID number, hours accumulated, start date, last accumulation date and lapse
date by descending order?
1232.
Does the module produce a Plan Position Report, which lists all positions, enrolled
in a plan and shows the seniority plan, positions enrolled in the plan and the department to
which the position is assigned?
Position Budgeting
General
1233.
Does the module provide the flexibility to indicate if the position budget is to be
posted directly to General Ledger or via the Colleague Financials’ Budget Management
module?
1234.
Does the module interface with the Personnel Module?
1235.
Does the module interface with the Budget Management module?
1236.
Does the module provide security by location, school, division and departments?
1237.
Does the module provide the ability to define budget projection rules?
1238.
Does the module provide the ability to define an unlimited number of authorized
positions with an authorized budget?
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Position Management
1239.
Does the module provide the ability to create salary tables in order to set ranges for
position wages?
1240.
Is the capability to set minimum, mid point and maximum salaries for positions?
1241.
Is there a process that automatically verifies salary limits when an employee is
hired?
1242.
Does the module provide the capability to system-generate a first draft position
budget?
1243.
year?
Does the module post only one position budget to the general ledger per fiscal
1244.
Does the module provide the option to create Matrix Salary Tables or Range Salary
Tables?
1245.
Does the salary range table automatically default in grade and step when the
employee’s salary is entered?
1246.
Does the matrix table automatically determine a salary if a particular grade or step
is entered?
1247.
Do the salary tables store the following data:
1248.
Description?
1249.
Type of table (matrix or range)?
1250.
Hourly or Salary?
1251.
Status (active/inactive)?
1252.
Bargaining unit?
1253.
Unlimited free form comments?
1254.
Historical table changes?
1255.
Does the system automatically generate a table?
1256.
Does the module allow you to modify the salary table?
1257.
Does the module allow definition of raise rules in order to project automatic
increases to salaries?
1258.
Does the module provide the capability to print Salary Tables?
1259.
Does the module allow you to copy an existing Salary Table to a new table?
1260.
Does the module allow you to roll a previous year’s budget into a new budget year?
1261.
Does the module allow you to define projection rules to use when generating a
position budget?
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Page 66 of 92
1262.
Does the module allow you to select which period pay dates to include in your
position budget?
1263.
Does the module provide a report for verification of any changes made in the
Personnel module that may affect your position budget?
1264.
Does the module provide a summary screen to view position budget information
on-line for a particular budget year?
1265.
Does the module provide an inquiry screen to view a list of all incumbents and
vacancies for a specified budget position?
1266.
Does the module allow you to record approval dates, individuals designated to
approve a position budget and comments?
1267.
Does the module provide the ability to ‘lock’ a position budget to prevent further
modifications?
Position Encumbrancing
1268.
Does the module allow salary and benefit dollars to be encumbered to the general
ledger, based on wage information in the system at the time the encumbrance is made?
1269.
Does the module provide the capability to update or adjust encumbrances?
1270.
Is there a process to relieve encumbrances?
1271.
Does the module provide the ability to view encumbrance information by person by
position showing the total encumbrance, encumbrance relieved, encumbrance remaining, as
well as, the cost to date by fiscal year?
Temple College
Page 67 of 92
Alumni/Development System
Individual Information
1272.
Is the module designed to be the primary location for all information about
individual alumni and/or donors?
1273.
Does the module access demographic information from the Core System to ensure
that duplicate entries are not allowed within the system?
1274.
Does the module allow information from other parts of the system, such as the
Student System, to be rolled into this module to add potential prospects and participants to
the system, such as graduating seniors or parents of currently enrolled students?
1275.
Does this module contain all demographic data about donors and/or alumni,
including biographic information?
1276.
Does this module contain employment information?
1277.
Does this module contain academic information?
1278.
Does this module contain identification of relationships to others?
1279.
Does this module contain information about an individual's affiliations?
1280.
Does this module contain information regarding memberships in clubs,
associations, or organizations?
1281.
Does the module capture information in such a way so that details about individual
preferences, specific donor instructions or requests, or related information about activities,
employment, or other affiliations are stored in the system and accessed whenever
appropriate for the task at hand?
1282.
Can the module generate mailings, labels, rosters, and formats for correspondence,
automatically checking against other last names, prior names, nicknames, and maiden
names to ensure that no duplicate entry exists?
1283.
Does the module ensure that updated and new information is automatically checked
as it is entered to validate that it is in an acceptable format?
1284.
Does the module use a household move screen to record a change of address for an
entire household?
1285.
Does the module enable the user to enter unlimited names, addresses, and telephone
numbers?
1286.
Does the module track an unlimited number of names (including preferred names
and nicknames) for individuals?
1287.
Does the module track current addresses (including seasonal addresses), and prior
addresses to establish an audit trail and an historical record for each donor?
1288.
Does the module enable addresses to be of unlimited length to allow for unusual
and/or international addresses?
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Page 68 of 92
1289.
Does the module allow multiple telephone numbers to be listed for each address?
1290.
Does the module enable the institution to establish an extensive network of
relationships and contact between individuals, organizations, and corporations?
1291.
Does the module track an unlimited number of personal and professional
relationships?
Organization Information
1292.
Does the module include pertinent information about each organization, including a
hierarchy of its associated subsidiaries, branches, locations, and foundations?
1293.
Does the module automatically determine the appropriate company to process
matching contributions for donations, based on employer information for the donor
recorded in the Individual Information module?
1294.
Does the module provide information on the organization's primary address?
1295.
Does the module track what type of an organization it is?
1296.
Does the module track the type of business the organization is in?
1297.
Does the module track SIC codes?
1298.
Does the module track an organization's funding interests?
1299.
Does the module track the organization's contracts?
1300.
Does the module track student recruitment requests?
1301.
Does the module track matching gift policies?
1302.
Does the module track financial information on an organization?
1303.
Does the module track listings of contacts, directors, and officers?
1304.
Does the module automatically update and track all of the organization's employees
who are donors or otherwise affiliated with the institution?
1305.
Does the module use multiple abbreviated forms or organization names for sorting
and retrieval?
1306.
Does the module provide user-defined parameters to enable the institution to tailor
the system to meet its specific needs for the identification of organization types, matching
gift policy information, and report sorting order, ensuring consistency in data entry and
accuracy of the data?
1307.
Does the module ensure that new and updated information is automatically checked
as it is entered to validate that it is in an acceptable format?
1308.
Does the module provide the ability to track donations that are eligible for
matching contributions?
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Page 69 of 92
1309.
Does the module provide the ability to track committed, expected, and received
gifts, based on the status of the contribution?
1310.
Does the module generate a letter to the donor making him or her aware of the
matching gifts program and asking him or her to forward the appropriate form?
1311.
Does the module provide the ability to track that all eligible matching funds are
received?
Major Prospects
1312.
Does the module monitor the move management process for the cultivation and
solicitation of each major prospect?
1313.
Does the module include information to rate, track, and store all available prospect
information?
1314.
Does the module track sources of wealth?
1315.
Does the module track philanthropic activities?
1316.
Does the module track attendance at events?
1317.
Does the module track personal contact with representatives of the institution?
1318.
Does the module track the cultivation and solicitation activities for major
prospects?
1319.
Does the module allow the development office to track each contact and its ensuing
results using unlimited free-form text and user-defined codes for consistency?
1320.
Does the module maintain complete historical records on-line?
1321.
Does the module include additional security features to ensure that only those
people authorized to see the information have access to it?
1322.
Does the module track the progress of the research the institution performs on each
prospect, including sources of wealth and philanthropic activities?
1323.
Does the module track and store proposals made to potential donors?
1324.
Does the module track proposal requirements?
1325.
Does the module track schedules for proposal submission and evaluation?
1326.
Does the module track historical information about past proposals?
1327.
Does the module automatically identify individuals or organizations as major
prospects when they reach recognition club status for sustained giving?
1328.
Does the module provide a "tickler" calendar with daily and weekly reminders of
letters, calls, or visits that need to be handled?
1329.
Does the module track multiple areas of giving per donor, and track concurrent
solicitations from different parts of the institution?
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Page 70 of 92
1330.
Does the module provide the ability to assign staff and/or volunteers to prospects
and track move management?
1331.
Does the module provide the ability to document the cultivation strategy for each
prospect, as well as each contact made by the development staff or volunteer?
1332.
Does the module provide statistics which can be generated to determine the
effectiveness of each solicitation approach or each solicitor?
1333.
Does the module provide the ability to document prospect contacts and plans for
future contact?
1334.
Does the module provide the ability to establish an historical record of all contacts
made with individual prospects?
1335.
Does the module provide the ability to assign duties and activities to particular staff
members?
1336.
Does the module provide the ability to manage proposals to individual or
institutional donors?
1337.
Does the module track the progress of proposals to individuals or organizations for
significant grants or donations to the institution?
1338.
Does the module provide the ability to develop a major prospect rating system?
1339.
Does the module provide the ability for the institution to define a prospect rating
scale so that it is focusing its energies on its best prospects?
1340.
Does the module provide the ability for individuals or committees to rate each
prospect?
1341.
Does the module track the success of the development office in soliciting donations
from prospects based on their ratings?
Gift And Pledge Processing
1342.
Does the module track memorial gifts as well as generate notifications to next of
kin for gifts received?
1343.
Does the module track honoraria gifts?
1344.
Does the module track gifts-in-kind?
1345.
Can the module handle flexible payment schedules?
1346.
Does the module support and track pledges and installment pledges?
1347.
Does the module support multi-year pledges?
1348.
Does the module track the giving history of each donor?
1349.
Does the module support joint gifts?
1350.
Does the module track eligible matching gifts?
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Page 71 of 92
1351.
Does the module accept donor-defined flexible payments or billing schedules for
multi-year or irregular pledges?
1352.
Does the module enable the donor to specify how his or her gift should be allocated
to an unlimited number of funds?
1353.
Does the module provide for pledges or gifts to be processed in batch mode and/or
individually?
1354.
Does the module allow multiple open pledges?
1355.
Does the module enable multiple pledges to remain open for any single donor, and
enable the institution or the donor to choose which pledge to apply payments to?
1356.
Does the module track gifts of stock, land, equipment, life insurance policies, etc.?
1357.
Does the module track planned gifts?
1358.
Does the module ensure that each gift is recorded in the donor's record and the
appropriate acknowledgment is automatically generated?
1359.
Does the module automatically generate gift acknowledgments, which are
appropriate for each type of gift, using variables such as dollar amount, gifts to specific
funds, or gifts that are eligible for matching?
1360.
Does the module automatically generate an acknowledgment letter upon receipt of
the gift, customizing the text and the salutation as appropriate?
1361.
Does the module assign hard, soft, and reciprocal credit percentages by individual?
1362.
Does the module enable the institution to assign hard, soft, and reciprocal credit for
donations and associated matching gifts?
1363.
Does the module enable donors to specify how credit is to be assigned based on
individual preferences?
1364.
Does the module automate recognition club programs?
1365.
Does the module automatically generate lists of donors who have achieved
recognition club status based on variables such as combined giving, types of gifts, or types
of donors?
1366.
Does the module track each gift and keep a running total of gifts to date?
1367.
Does the module comply with the FASB Statement of Financial Standards No. 116
"Accounting for Contributions Received and Contributions Made"?
1368.
Does the module include an override capability to make appropriate entries in
unusual situations?
1369.
Does the module include additional fields to capture the nature and description of
restrictions on contributions?
1370.
Temple College
Does the module include a method of recording and tracking volunteer services?
Page 72 of 92
Campaign Management
1371.
Does the module provide the ability to see the status of an entire campaign or a
single mailing on just one screen?
1372.
Does the module consolidate and summarize financial and strategic data for
management information and decision support?
1373.
Does the module track all aspects of campaign activities, using unlimited campaign
levels and structures?
1374.
Does the module track campaign contribution details by donors, dollars received,
dollars pledged, and non-cash gifts entered through Gift and Pledge Processing?
1375.
Does the module provide campaign goal-versus-actual reporting for contributions,
expenses, revenue, donors, and percent of goal achieved?
1376.
Does the module track multiple campaigns across multiple years and perform
year-to-year comparisons and projections?
1377.
Does the module provide the ability to directly compare the percentage of the
campaign that has been completed versus the percentage of the goal that has been raised?
1378.
Does the module ensure that all contributions received are immediately posted to
the appropriate campaign fund for immediate on-line access?
1379.
Does the module track the results of various campaigns to give an overall picture of
progress to date, allowing the user to select one, several, or all campaigns to analyze?
1380.
Does the module enable the institution to look at the results of all campaigns piece
by piece, from results of an individual reunion campaign mailing, to overall reunion
campaign results, and to overall campaign results for the year?
1381.
Does the module enable campaign managers to determine the cost per dollar raised,
the cost per piece mailed, and the general effectiveness of day-to-day operations?
1382.
Does the module provide the capability to drill down into data to perform detailed
analysis that will help to better understand the dynamics of a campaign and identify
potential trouble spots?
Activities And Events
1383.
Does the module automate the planning and management of activities and events
for fund-raising campaigns?
1384.
Does the module analyze contributions to campaigns?
1385.
Does the module track projected participation versus actual participation and
projected costs versus actual costs?
1386.
Does the module calculate expense-to-revenue projections?
1387.
Does the module automatically create donor activity histories?
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Page 73 of 92
1388.
Does the module work with your correspondence processor to produce direct
mailings or invitations for a targeted group of donors?
1389.
Does the module track volunteer and staff assignments to specific duties for the
event?
1390.
Does the module automatically update campaign totals as donations come in?
1391.
Does the module track attendance confirmations?
1392.
Does the module assist in assigning seating using defined parameters and facility
set-up information?
1393.
Does the module maintain information on organizations or donors who are
underwriting an event (for example, donating the food, flowers, or the program)?
1394.
Does the module automatically monitor progress toward goals such as attendance,
contributions, or revenue?
1395.
Can the module be tailored to identify specific types of campaigns or events, cost
category codes, facility codes, and types of volunteers?
1396.
Can the module track single events as well as complex events, such as reunion
week and commencement, that are made up of a series of events?
1397.
Does the module automatically generate invitations and confirmation letters?
1398.
Does the module enable any office with access to the module to generate
automatically personalized invitations based on user-defined parameters, and then
follow-up with confirmation letters?
1399.
Does the module automatically generate attendance confirmations and name tags
for each attendee, using the attendee's preferred name?
1400.
Does the module track and appropriately respond to specific requests, such as
seating preferences or special meals?
1401.
Does the module include a weekly or daily calendar and reminder system to map
out important dates in the planning and management of an event and add them to an overall
development office calendar?
Membership
1402.
Does the module manage membership in any dues-paying organization?
1403.
Does the module track membership in "clubs" that provide premiums for certain
levels of giving and extra benefits for members such as special publications or discounts on
group travel?
1404.
Does the module track the dues-paying process?
1405.
Does the module track premiums available to members?
1406.
Does the module track subscriptions to member publications?
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Page 74 of 92
1407.
Does the module generate statistics related to members?
1408.
Does the module enable the institution to establish an unlimited number of
membership types?
1409.
Does the module allow individuals to hold memberships in multiple associations or
groups, if desired?
1410.
Does the module process memberships that are given as gifts?
1411.
Does the module process the distribution of subscriptions to member publications?
1412.
Does the module track the expiration date of each membership?
1413.
Does the module automatically generate renewal invoices and reminders?
1414.
Does the module automatically generate membership cards?
1415.
Does the module automatically update the member's record when membership is
renewed?
1416.
Does the module allow the institution to define the renewal cycle, grace periods,
and schedules of notices sent?
1417.
Does the module enable members to pay their dues in installments, generating the
appropriate invoices and notices on schedule?
1418.
Does the module allow the institution to complete premium requests on-line and
automatically update the premium inventory?
1419.
Does the module track data about premium popularity, maintaining an on-line
premium inventory?
1420.
Does the module integrate membership dues with historical giving records?
1421.
Does the module assist in the development of on-air fund drives for institutions
with radio or television stations?
1422.
Does the module track pledge results based on pledge-break placements in on-air
fund drives?
Fund Allocation
1423.
Does the module provide an interface to the General Ledger module, sending
summary transactions to the general ledger chart of accounts?
1424.
Does the module provide reports on and monitor the distribution of revenue from
donations, campaigns, and special events, as well as anticipated revenue projections from
matching gifts and unfulfilled pledges?
1425.
Does the module provide end-of-day processing and balancing at the gift entry
level, batch level, batch posting level, and for general ledger transfers?
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Page 75 of 92
1426.
Does the module allow any adjustments required to be made through an
adjustments process that creates an audit trail and automatically sends the appropriate
adjusting journal entries to the general ledger?
1427.
Does the module ensure that all data necessary to satisfy the requirements of SFAS
No. 116 is imported to the appropriate general ledger account numbers and validated?
1428.
Does the module enable the institution to maintain complete audit trails of all gift
and pledge processing transactions and the corresponding updates in the general ledger?
Information Access
1429.
Does the system include a variety of query tools that can be used to access data?
1430.
Can real-time data from multiple files be accessed without programming?
1431.
Are end users able to write and execute their own queries and reports?
1432.
Do standard reports come with the system?
1433.
Does the query language use English-like structures for ease-of-use?
1434.
Are users able to build on queries by requesting a more specific query?
1435.
Can users save a query that will be performed repeatedly?
1436.
Can a user-defined query be added into an individual user's established system
menu?
1437.
Can a user-definer query be added to a system menu for access by many users?
1438.
Can SQL be used to perform queries?
1439.
Can multiple databases or applications be queried to produce reports?
1440.
Does the system include a query statement builder that allows users to quickly and
easily build queries that can be executed against the administrative system database?
1441.
Does the system help the user build queries by providing a scroll-down list of
available fields and files?
1442.
Does the system include the capability to import and export data between the
administrative system and standard PC applications?
1443.
Does the system use a variety of interface techniques, including upload/download,
cut and paste, and dynamic data exchange, for importing and exporting data?
1444.
Can the end user view data as it is being uploaded to a PC?
1445.
Does the system include a record/play feature that allows users to "record" a file as
it scrolls on the screen and then "play" it back into another application?
1446.
Does the system include a "learn" mode that captures all keystrokes entered in a
script so that it can be rerun at will?
1447.
Temple College
Does the system include a graphical Executive Information System?
Page 76 of 92
Application Software Detail
If you would like to include a more complete description of your application software, please
attach this description here.
Temple College
Page 77 of 92
2.
ADVANCED TECHNOLOGY,
SYSTEM SOFTWARE
HARDWARE,
AND
Please answer each question by entering the appropriate response on the line preceding
the question:
Y
=
Yes, this feature is currently available and can be demonstrated now.
U
=
User Tools can be used to include this feature.
F
=
This feature will be available in a future release with the next 12 months.
P
=
This feature will be available in a future release.
N
=
No, this feature is not currently available as stated in the question.
If the function is scheduled for a future release (F), you must provide the scheduled
release date in italic type, immediately following the question. If a question asks for
additional information or additional explanation is necessary, please add an explanation
immediately following the question in boldface type.
Advanced Technology
1448.
Is your company committed to the use of advanced technologies in its products?
1449.
Does your company implement new strategies and technologies without making
current application software obsolete?
1450.
Are your research and development activities focused on meeting emerging client
requirements?
1451.
Do your products use a graphical user interface?
1452.
As your products evolve, is the integrity of data and information shared across all
systems protected?
1453.
Is your company committed to preserving and maximizing <ABBREV>'s
software investment?
Open Systems Environment
1454.
Does your solution operate in an open systems environment?
1455.
Do all product development activities strictly adhere to standards for open systems
and UNIX?
1456.
Does your approach to open systems allow clients to augment your solution with
special access capabilities, such as touch screen and imaging?
Temple College
Page 78 of 92
Hardware And Operating Systems
1457.
Does your solution operate in a UNIX environment?
1458.
Can your company serve as the primary contractor for the installation and
implementation of the overall system?
1459.
Can your clients receive special pricing and new products because of your
relationships with hardware vendors?
1460.
Does your proposed hardware solution provide for the support of <#> concurrent
users?
1461.
Does your proposed hardware solution provide for the support < #> graphical user
interface users concurrently?
1462.
Does your proposed configuration support a (describe type of network) network?
1463.
Please include the hardware configuration that you would propose for <ABBREV>.
(Final specifications for the hardware and networking environment will be developed in
cooperation with the selected software vendor.)
Applications Development Environment Tools
1464.
What language is generated by your application development tool?
1465.
Is it a compiled language or an interpreted language?
1466.
Was the application developed using an Applications Development Environment
(ADE) tool?
1467.
Does your company use ADE tools to automate the software development process?
1468.
Is your ADE tool available to clients who want to use it to develop their own
software applications, including batch and report processing?
1469.
Is a scaled-down version of the ADE tool available to clients who only need to
develop or modify relatively simple screens?
1470.
Does your ADE tool support all aspects of software development, including design,
specification, prototype development, coding, testing, implementation, documentation,
tuning, and maintenance?
1471.
Does the ADE tool allow the application software's workflow to be tailored to
match <ABBREV>'s current or desired workflow?
1472.
Does your ADE tool allow clients to easily modify your existing application
software?
1473.
Does your ADE tool create standardized screens that have the same "look and feel"
and use the same user conventions?
1474.
Temple College
Does your ADE tool provide a screen painter for screen design?
Page 79 of 92
1475.
Is <ABBREV> able to define screens for batch data entry using your ADE tool?
1476.
Does your ADE tool generate technical specifications for data elements and
screens, providing the basic structure for technical documentation?
1477.
Does your ADE tool use central data dictionaries to cross-reference data elements
and computer programs?
1478.
Does the ADE tool enable database optimization separate from the development of
the application?
1479.
Does the ADE tool provide hooks into all phases of the application, including
fields and screens, to provide complex algorithmic processing capability?
1480.
Does the ADE tool provide for process reuse, user additions to reusable processes,
and a central repository for defining data fields for all database files?
1481.
Are coded and tested stand-alone subroutines available for the client to use when
developing custom applications?
1482.
Can screen prototypes be tested with user-entered data even though file support
does not exist?
1483.
Does the ADE tool provide a code generator to create source and compiled code?
1484.
Does the ADE tool provide fourth-generation language capability, including the
use of macros, inserts, and advanced database features?
1485.
Does the ADE tool allow <ABBREV> to define security restrictions at the process,
field, and record levels, specifying whether a user has create, update, or inquiry-only
privileges?
1486.
files?
Does the ADE tool provide recovery capabilities to track data updates to selected
Database Management System
1487.
Does your solution include a relational database management system (RDBMS)
and application development environment?
1488.
Does your RDBMS support client/server connectivity?
1489.
Does your RDBMS support open systems interoperability?
1490.
Does your RDBMS allow access by PC-based decision tools?
1491.
Does your RDBMS interoperate with SQL servers and gateways to foreign
databases?
1492.
Does the RDBMS provide support for non-traditional data structures, such as
graphic images, binary data, and engineering data?
1493.
Temple College
Does the RDBMS support a multi-dimensional file structure?
Page 80 of 92
1494.
Does the RDBMS support unlimited values per field?
1495.
Does the RDBMS support variable length fields within each record, variable length
records, unlimited fields per record, and unlimited records per file?
1496.
Does the RDBMS enable the addition of new data fields, and the expansion of an
existing data field without requiring the database to shutdown, unload, and reload?
1497.
Does the RDBMS support nested relational multi-valued data types, virtual
attributes, complex data types, and pre-joins in the database?
1498.
Does the RDBMS have extensions to support attributes within repeating groups?
1499.
Does your company have the rights to the source code of the RDBMS that you are
proposing?
Query Capabilities
1500.
Does the query language allow users to create ad hoc queries to extract data from
multiple systems at the same time?
1501.
Does the query language support formatting with titles, page layout, column
headings, totals and subtotals, mathematical calculations, sorting, and selection criteria?
1502.
Does the query language support selections based on pattern matching and wild
card characters?
1503.
Does the query language allow for multiple selection criteria supporting equal, not
equal, less than, greater than, less than or equal to, and greater than or equal to?
1504.
Is the query language capable of accessing multiple tables without complex joins?
1505.
Does the query language support the use of programmable virtual fields?
1506.
Can the end user create and store query statements for later recall and execution
from a menu?
Reporting Capabilities
1507.
Does the report generator perform sorts in ascending or descending order based on
any field name, and include or exclude records based on selection criteria?
1508.
Is the RDBMS delivered with an easy-to-use editor?
1509.
Can an end user quickly edit and execute current, stored, and previous query
statements?
1510.
Does the RDBMS provide the user with an intuitive, consistent user interface?
1511.
Does the RDBMS record on-line database updates for the purpose of restoring the
database after media failure?
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Page 81 of 92
Executive Information Systems
1512.
Does your system include an Executive Information System (EIS)?
1513.
Can your EIS access information stored in non-administrative databases, regardless
of format?
1514.
Can data from non-administrative databases be incorporated with data from the
administrative database for analysis?
1515.
Can your EIS be used to identify key business trends, data relationships, and
exceptions?
1516.
Are only pertinent data fields included in search algorithms to speed up processing?
1517.
Can the results of queries be generated in user-defined formats, such as charts,
graphs, or tables?
1518.
Can important trends be highlighted with special colors or sounds?
1519.
Can users "drill down" into the results to get more details about a particular area?
1520.
Is the EIS easy to use for end users who may have minimal computer experience?
1521.
Can users point-and-click on icons to process an EIS request?
1522.
Can data be automatically refreshed on a user-defined schedule, such as the first
day of every month?
1523.
Can your company provide support to <ABBREV> to determine our key
performance indicators and how they should be tracked?
1524.
Can your company assist in the development of customized EIS views?
1525.
Can <ABBREV> make modifications to the search algorithms used by the EIS?
1526.
Can the EIS be used for geographic tracking?
1527.
Can the EIS be used to develop institutional directories?
1528.
Are libraries of typical EIS functions and queries available for use or modification?
1529.
Does your company provide training on the use of the EIS for end users as well as
the technical support staff?
System Architecture
1530.
Does your solution include a client/server-based architecture?
1531.
Does your approach to client/server architecture allow <ABBREV> to tailor the
processing approach to best meet our needs?
1532.
Is the software delivered with total integration to the Financials, Human Resources,
and Student System?
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1533.
If not, how is this process done for integration?
1534.
If the product is not delivered "out of the box" with total integration between each
module but needs to be built by the client, what happens when future product enhancements
are delivered?
Would a new interface have to be programmed by the client or a
consultant? Please give a time and cost estimate if the previous answer was yes.
1535.
Explain how you handle the casual web users, such as students, for which we
cannot afford to dedicate a database session. Explain how you allocate database sessions to
these casual users and how you prevent the casual users from using up all the available
database sessions during high usage times such as registration and grading.
1536.
If it is an interpreted language, who supplies the virtual machine that executes the
code and what is your release strategy for the virtual machine on the various supported
platforms.
1537.
What kind of performance can we expect form the virtual machine?
1538.
What is the means of integrating between your various subsystems?
Advanced Technology Detail
If you would like to include a more complete description of the advanced technology you
use in your application, please attach this description here.
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3.
Implementation And Support
Please answer each question by entering the appropriate response on the line preceding
the question:
Y
=
Yes, this service is currently provided by the primary vendor.
N
=
No, this service is not currently available as stated in the question.
If a question asks for additional information or additional explanation is necessary, please
add an explanation immediately following the question in boldface type.
Overview
1539.
Has your support staff worked with institutions similar in size to <ABBREV>?
1540.
Do you deliver your own services?
1541.
Does your support staff have experience working at institutions of higher education
prior to joining your company?
1542.
Please name 3 references who have used this type of service from your company?
1543.
Do you use a team approach to service and support so that a consistent working
relationship is established between <ABBREV> and your company?
1544.
Do you evaluate and adjust your services based on client input?
1545.
Are you continually developing new services to meet client demands?
1546.
At what point in time do you cut off support of the product revisions for previous
releases?
1547.
Do you use advances in technology to improve the efficiency and effectiveness of
your service and support staff?
1548.
Is your service and support staff dedicated to developing long-term relationships
with each client?
1549.
Do you support your product after the product is live? If not, how is the product
serviced? What cost is this service?
1550.
1551.
1552.
1553.
How many fully implemented institutions do you have in total as of #DATE#?
List them.
How many multi-site institutions do you have in total that are fully implemented?
List them.
1554.
Does your company provide user training? Please describe.
1555.
Does your company provide technical training? Please describe.
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1556.
Does your company provide installation services? Please describe.
1557.
Does your company provide consulting services? Please describe.
1558.
Does your company offer any other support services? Please describe.
1559.
Does your company provide consulting for the following subject areas?
1560.
Perform Fit Analyses
1561.
Data mapping
1562.
Customizations
1563.
Performance tuning
1564.
Detailed functional reviews
1565.
Upgrades
1566.
Project Management
1567.
Other forms of on-going project assistance
1568.
Documentation development
1569.
Installations
1570.
Training
1571.
Modifications
1572.
Ongoing maintenance and support
Implementation Management
This section covers several areas of implementation management, including
implementation planning and support services, delivery and installation services, training
and consulting, conversions, modifications, and problem resolution.
Implementation Planning Services
1573.
Is the implementation plan normally in place within two weeks of contract
ratification?
1574.
Will your company develop the implementation plan jointly with <ABBREV>,
based on our priorities and goals?
1575.
Does your company provide project management training for <ABBREV>'s people
who will be responsible for implementing the system?
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1576.
Does your company perform a needs assessment to determine current systems,
operational requirements, and new system expectations prior to developing the
implementation plan?
1577.
Does your company work with <ABBREV> to identify implementation teams?
1578.
Does your company work with <ABBREV> to develop a realistic implementation
schedule, based on our priorities?
1579.
Does your company work with <ABBREV> to determine our criteria for
implementation success?
1580.
Are training class dates and times scheduled, as well as on-site consulting visits, as
part of the implementation plan?
1581.
Does the implementation schedule include the sequence of module installation and
live dates for each module purchased?
1582.
Is reasonable startup time allocated so that it includes enough time for training,
testing, and going live with each module?
1583.
Is progress toward meeting the goals established in the implementation plan
monitored by your company?
Implementation Support Services
1584.
Does your company provide different levels of implementation support so that
<ABBREV> can contract for the level of support which is most appropriate for our needs?
1585.
Do you have a contact from your company who understands your product and is
assigned to the client throughout the implementation? If yes, how often would this person
from your company meet and visit the client? Is there an additional cost for this service?
1586.
Is the client provided with implementation handbooks to provide implementation
guidance to <ABBREV>'s staff?
1587.
Does the client support representative maintain contact with the project manager to
ensure implementation is going according to plan?
1588.
Does the client support representative recommend consulting services or training
programs when appropriate?
1589.
Does the client support representative track all services being provided to the
client?
1590.
Does the client support representative set up contacts with other clients to share
information with <ABBREV>?
1591.
Does <ABBREV> have the option of requesting on-site project management
support for the duration of the implementation?
1592.
Can your company provide specialized support for clients who need to implement
their system in a shorter-than-normal timeframe?
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Delivery And Installation Services
1593.
Does your installation services team work with <ABBREV> to ensure that the most
effective operational site layout and facilities have been chosen for the equipment?
1594.
Does your installation services team install all application software and the
relational database management system?
1595.
Are educational versions of the software installed for practice and training
exercises?
1596.
Are test versions of the software installed for testing data and procedures?
1597.
Does <ABBREV> receive a complete set of training manuals upon
including installation checklists?
installation,
1598.
Does your installation services team provide system administrator
for the hardware platform installed by <ABBREV>?
orientation
1599.
Is your installation services team available to provide consulting if additional
installation assistance becomes necessary?
1600.
Describe the upgrade process? What utilities are provided to assist with the
upgrade process? What happens to customizations when a new release is applied?
Training And Consulting
1601.
Does your company provide systems classes for users who will implement,
maintain, and administer the system?
1602.
Does your company provide programming classes for users who will be working
with the relational database management system and any ADE tools?
1603.
Does your company provide application software classes for users who need
instruction in the features and functions of each module?
1604.
Do classes combine lecture, demonstrations, and hands-on practice?
1605.
Are class sizes limited to promote interaction between the instructor and the
students?
1606.
Does the proposed system include training exercises and a database for educational
purposes that users can work with to become familiar with the system?
1607.
Is the database for educational purposes included with the system the same as the
database used in training classes?
1608.
Are classes taught at your company's locations?
1609.
Can classes be taught on-site, if requested?
1610.
Are classes evaluated by students to ensure that the content and presentation
methods best meet the students' needs?
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1611.
Can training programs be developed for end users who will be doing data entry or
performing simple functions on the system?
1612.
Are computer-based training tutorials available?
1613.
Are consulting services available to clients at all times?
1614.
Are consulting sessions tailored to the individual needs and concerns of the client?
1615.
Can your consultants focus on specific modules to improve the performance and
capabilities of <ABBREV>'s installation?
1616.
Can your consultants help <ABBREV> maximize our resources to take full
advantage of the system's capabilities?
1617.
Can your consultants help <ABBREV> to better use our administrative system and
improve the management of the system?
1618.
Can your consultants assist <ABBREV> in transforming our business processes to
achieve higher levels of efficiency?
Conversion And Modification Support
1619.
Does your company offer different levels of conversion support, dependent on the
complexity of the conversion and the skills available on <ABBREV>'s staff?
1620.
Does your conversion team work with <ABBREV> to determine what data needs
to be converted and the best method of converting it?
1621.
Are sample conversion programs available to assist clients who perform their own
conversions?
1622.
Can your conversion team provide a template of a conversion program, customized
for use by <ABBREV>?
1623.
Can your conversion team write the entire conversion program for <ABBREV>?
1624.
Can <ABBREV> request that modifications be made to the application software?
1625.
Is all custom programming guaranteed?
1626.
Are your service and support teams notified of any custom programming changes
so that they can respond appropriately if questions arise?
1627.
Does your company make adjustments to custom programs that may be required
because of changes in the base application?
Implementation Issue Resolution
1628.
Does your company provide a toll-free telephone number for clients to call with
questions or concerns during implementation?
1629.
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Is the 800-number available more than 8 hours per day?
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1630.
If the application expert who answers a call to the 800-number doesn't know the
answer to the client's question, is the question passed to researchers or programmers to
resolve?
1631.
Does your company maintain an on-line database of questions and answers about
implementation issues that is accessible to clients?
1632.
Is the on-line database accessible 24 hours a day?
1633.
Does the database contain implementation question reports from clients, as well as
the answers to those questions?
Ongoing Services And Support
This section covers several areas of ongoing services and support, including support
service agreements, support for hardware changes, documentation, client partnerships,
communication with clients, and problem resolution.
Support Services Agreement
1634.
Does your support services agreement provide for continued enhancement of
application software and its documentation?
1635.
Does your support services agreement include access to programmers and technical
staff who are dedicated to identifying and resolving problems?
1636.
Does your support services agreement include year-end updates to the application
software to reflect payroll and other tax calculation changes?
1637.
Does your support services agreement include annual adjustments to financial aid
calculations and access to U.S. Department of Education software?
1638.
Does your support services agreement include at least one major general
enhancement release each year?
1639.
Does your support services agreement include the addition of new technology as it
becomes available?
1640.
Does your support services agreement provide computer-based training to help
users learn new application modules or revisions to existing modules?
1641.
Does your support services agreement include the availability of support and
action when emergency situations demand quick response?
1642.
Does your support services agreement include access to an 800- number for call-in
support?
1643.
Does your support services agreement include access to an on-line database of
client questions and answers?
1644.
Does your support services agreement include on-line access to your company via
the Internet?
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1645.
Do clients with a support services agreement get to contribute to product
development and design by participating in functional needs surveys and product design
walk-throughs?
1646.
Do clients with a support services agreement receive preferential consideration and
pricing for new product offerings, source code, and all services?
Documentation
1647.
Is your documentation designed to be user-friendly?
1648.
Is documentation provided about special system operations (e.g., startup/shutdown, back-up/recovery procedures)?
1649.
Are documented implementation plans, handbook, and/or guidelines provided?
1650.
Does your documentation incorporate client feedback from previous releases?
1651.
Is customer documentation platform independent?
1652.
Does documentation include manuals for use by system administrators?
1653.
Is on-line help available for fields, screens, and selectable items in the user
interface?
1654.
Are manuals available for each software module?
1655.
Are task-oriented hardcopy procedural manuals available for end users who
perform daily operations on the system?
1656.
Is special documentation provided to help system administrators implement new
releases of the software?
1657.
Can additional copies of the documentation be purchased directly from your
company?
1658.
Do clients receive materials to update their manuals for major releases?
1659.
Do updates to documentation include change bars so the user can quickly identify
what has changed?
1660.
Is your documentation available from the Internet?
1661.
Is your documentation team available to perform consulting services, if required?
Partnership With Clients
1662.
Does your company include clients on its technical advisory committee to better
understand the clients' needs and requirements?
1663.
Does your company have a client-based documentation advisory board to get user
input on documentation issues?
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1664.
Are clients included in product walk-throughs during all stages of product
development?
1665.
Are client sites used for beta-testing of new application software?
1666.
Does your company participate in joint development projects with clients?
1667.
Does your company support clients who are participating in or making
presentations to professional organizations or conferences?
1668.
Does your company recognize clients who participate in partnership programs with
credits that can be applied to your products and services?
Communicating With Clients
1669.
Are clients routinely contacted by client support representatives to maintain a
communications link between <ABBREV> and your company?
1670.
Do you have any other regularly scheduled meetings to communicate with your
Higher Education customers? Please describe them.
1671.
Does your company support an on-line bulletin board available via Internet?
1672.
Does your company support an on-line bulletin board available only to clients?
1673.
Does your company use surveys and evaluations to get feedback from clients on
products, services, and offerings?
Service And Support Issue Resolution
1674.
Does your company provide a toll-free telephone number for clients to call with
questions or concerns about ongoing service and support?
1675.
Is the toll-free number staffed more than 8 hours per day?
1676.
Are the people answering the calls experienced enough to answer many of the
questions immediately, without having to get back to the client later?
1677.
Are more complex questions forwarded to researchers or programmers for
resolution?
1678.
Do critical situations get priority?
1679.
Are all calls logged and tracked to ensure timely investigation, follow up, and
resolution?
1680.
Are all calls acknowledged and/or confirmed in writing (via fax or E- mail) to
ensure the support team's understanding of the issue?
1681.
Are calls from each institution tracked to determine when a client is having a
significant number of questions in a certain area, so that special assistance can be provided
if necessary?
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1682.
Does your company maintain an automated customer service response line?
1683.
Does the automated system include an on-line database of questions and answers
about service and support issues that is accessible to clients?
1684.
Are clients able to access the automated system 24 hours a day?
1685.
Does the on-line database contain historical documents and reports?
1686.
Does the database track all questions reported to the toll-free number, as well as the
answers to the questions?
1687.
Does the database include hints and tips from electronic user "bulletin boards"?
1688.
Does the automated response line automatically notify users of specific questions
raised by other clients?
1689.
Does the automated response line allow users to submit questions for resolution by
your company?
1690.
Does the automated response line allow clients to send electronic mail to your
employees?
1691.
Does the automated response line allow clients to view their institution's open and
closed incidents?
1692.
Can your problem resolution system automatically notify other clients if they have
shown an interest in a specific problem?
Users' Groups
1693.
Is there a formal active Users' Group exclusively for Higher Education institutions
that have your products installed? If no, how many Board members represent Higher
Education for your national User’s Group?
1694.
Is your Higher Education Users' Group independently managed?
1695.
Does your company participate in Higher Education Users' Group meetings?
1696.
Does the Higher Education Users' Group hold an annual meeting for all members?
1697.
Do formal users groups for Higher Education exist on a regional level?
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