VENDOR NET TRANSMISSION COVER LETTER
DATE:
March 16, 2011
When using Vendor Net, you may submit your bid through one of the following options: U.S. mail,
hand-delivery, fax or e-mail. Refer to “SUBMITTAL INSTRUCTIONS”. Regardless of the option used,
your bid must be received and time stamped in by Purchasing Services, 432 N. Lake Street, Rm. 104,
Madison, WI 53706 , prior to 2:00 PM on the bid due date to be considered on time. Bids not so
stamped shall be considered late. Late bids shall be rejected.
If you have any questions concerning these instructions, please contact the University of WisconsinExtension Purchasing Services at (608) 262-0164.
PURCHASING SERVICES
University of Wisconsin-Extension  432 N Lake St, Room 104 Madison, WI 53706 1498
608/262-0164  (Fax) 608/262-0163  rhonda.loger@uwex.edu
1
A REQUEST FOR PROPOSAL (RFP)
RFP # EX 11-7102
AGENT: Agent at (608) 262-0164/ FAX: (608) 262-0163
E MAIL: rhonda.loger@uwex.edu
If NO BID (check here)
and return.
UNIVERSITY OF WISCONSIN – Extension
Computerized Registration and Customer Relationship Management System for:
University of Wisconsin – Madison
University of Wisconsin – Milwaukee
And
University of Wisconsin - Extension
Issued by:
STATE OF WISCONSIN
UNIVERSITY OF WISCONSIN - EXTENSION
PURCHASING SERVICES
Issue Date
March 16, 2011
NO PUBLIC OPENING
Proposals must be submitted by
DUE DATE – April 11, 2011 No later than 2:00 p.m. CDT/CST
NOTE TO PROPOSERS:
PURCHASING SERVICES
University of Wisconsin-Extension  432 N Lake St, Room 104 Madison, WI 53706 1498
608/262-0164  (Fax) 608/262-0163  rhonda.loger@uwex.edu
2
TABLE OF CONTENTS
1.0
2.0
3.0
4.0
GENERAL INFORMATION ............................................................................................................................................... 5
1.1
Introduction and background ................................................................................................................................ 5
1.2
Scope..................................................................................................................................................................... 5
1.3
Procuring and contracting agency ......................................................................................................................... 5
1.4
Definitions ............................................................................................................................................................ 5
1.5
Clarification and/or revisions to the specifications and requirements ................................................................... 6
1.6
Calendar of events ................................................................................................................................................. 6
1.7
Contract term and funding .................................................................................................................................... 6
1.8
VendorNet registration.......................................................................................................................................... 6
PREPARING AND SUBMITTING A PROPOSAL ............................................................................................................ 7
2.1
General instructions .............................................................................................................................................. 7
2.2
Incurring costs....................................................................................................................................................... 7
2.3
Submitting the proposal ........................................................................................................................................ 7
2.4
Proposal organization and format ......................................................................................................................... 8
2.5
Multiple proposals ................................................................................................................................................ 8
2.6
Demonstrations ..................................................................................................................................................... 8
2.7
Withdrawal of proposals ....................................................................................................................................... 8
PROPOSAL SELECTION AND AWARD PROCESS ........................................................................................................ 9
3.1
Preliminary evaluation .......................................................................................................................................... 9
3.2
Proposal scoring.................................................................................................................................................... 9
3.3
Evaluation criteria ................................................................................................................................................. 9
3.4
Right to reject proposals and negotiate contract terms .......................................................................................... 9
3.5
Award and final offers........................................................................................................................................... 9
MANDATORY REQUIREMENTS ................................................................................................................................... 10
4.1
5.0
6.0
FUNCTIONAL AND REPORTING REQUIREMENTS ................................................................................................... 10
5.1
Functional requirements ...................................................................................................................................... 10
5.2
Reporting requirements ....................................................................................................................................... 10
5.4
Proposer references ............................................................................................................................................. 10
MAINTENANCE AND SUPPORT REQUIREMENTS .................................................................................................... 10
6.1
7.0
8.0
9 .0
10.0
Mandatory requirements ..................................................................................................................................... 10
Maintenance and Support requirements .............................................................................................................. 10
DATA REQUIREMENTS .................................................................................................................................................. 10
7.1
Data Elements requirements................................................................................................................................ 10
7.2
Data Conversion requirements ............................................................................................................................ 10
COST PROPOSAL ............................................................................................................................................................. 10
9.1
General instructions on preparing cost proposals................................................................................................ 10
9.2
Format for submitting cost proposals .................................................................................................................. 10
9.3
Fixed price period ............................................................................................................................................... 10
SPECIAL CONTRACT TERMS AND CONDITIONS ..................................................................................................... 11
10.1
Payment requirements ......................................................................................................................................... 11
10.2
Prime contractor and minority business subcontractors ...................................................................................... 11
10.3
Executed contract to constitute entire agreement ................................................................................................ 11
STANDARD TERMS AND CONDITIONS ...................................................................................................................... 11
3
Standard Terms and Conditions (Requests for Bids/Proposals) (DOA-3054) ............................................................... 12-15
11.0
REQUIRED FORMS .......................................................................................................................................................... 16
Designation of Confidential and Proprietary Information (DOA-3027) ............................................................................. 17
Vendor Information (DOA-3477) ....................................................................................................................................... 18
Vendor Reference (DOA-3478) .......................................................................................................................................... 19
RFP Form (DOA-3261) ........................................................................................................................................................ 2
Appendices
Appendix A: Mandatory Requirements ............................................................................................................... 20
Appendix B: Functional Requirements ............................................................................................................... 21
Appendix C: Maintenance and Support Requirements ....................................................................................... 29
Appendix D: Cost Proposal Format .................................................................................................................... 30
Appendix E: Data Elements required .................................................................................................................. 31
Appendix F: Data Conversion Requirements ...................................................................................................... 36
Appendix G: Reporting Requirements .......................................................................................................... 38-71
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1.0
GENERAL INFORMATION
1.1
Introduction and background
The purpose of this document is to provide interested parties with information to enable them to prepare
and submit a proposal for a Registration and Customer Relationship Management System for the
Universities of Wisconsin Madison, Milwaukee and Extension. The results of this solicitation will be used
to award a contract for the system.
1.2
Scope
The University of Wisconsin-Extension, University of Wisconsin-Madison and University of Wisconsin Milwaukee non-credit Continuing Education faculty and staff serve the Universities by:
 registering students for programs,
 scheduling facilities and equipment,
 providing name tags, tent cards and rosters,
 processing payments,
 collecting client demographic data,
 producing financial reports,
 providing information about programs,
 sending confirmation of enrollment to students, and
 producing student transcripts on request.
The Continuing Education Departments’ faculty and staff require improved capabilities
for marketing their programs and cost accounting applications to track revenue, expenses and overhead
associated with their programming efforts.
The purpose of the Request for Proposals (RFP) is to solicit proposals for a continuing education
registration, student records and customer relationship management system that meets the operational needs
of the Continuing Education departments and also provides marketing and program cost accounting
capabilities.
1.3
Procuring and contracting agency
This Request for Proposal (RFP) is issued by the University of Wisconsin-Extension Purchasing
Department which is the sole point of contact for the State of Wisconsin during the selection process. The
person responsible for managing the procurement process is Rhonda Loger, Director of Purchasing.
The contract resulting from this RFP will be administered by UW-Extension. The contract administrator
will be Rhonda Loger.
1.4
Definitions
The following definitions are used by the RFP.
Agency means the University of Wisconsin-Extension.
Proposer/vendor means a firm submitting a proposal in response to this RFP.
State means State of Wisconsin.
Contractor means proposer awarded the contract.
UDDS means unit, division, department and sub-department.
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1.5
Clarification and/or revisions to the specifications and requirements
Any questions concerning this RFP must be submitted in writing via e-mail on or before
March 25, 2011 to:
Rhonda Loger
Director of Purchasing
University of Wisconsin-Extension
rhonda.loger@uwex.edu
Vendors are expected to raise any questions, exceptions or additions they have concerning the RFP
DOCUMENT at this point in the RFP process. If a vendor discovers any significant ambiguity, error,
conflict, discrepancy, omission or other deficiency in this RFP, the vendor should notify the above named
individual of such error immediately and request modification or clarification of the RFP.
In the event that it becomes necessary to provide additional clarifying data or information, or to revise any
part of this RFP, revisions/amendments and/or supplements will be provided to all recipients of this initial
RFP.
Each proposal shall stipulate that it is predicated upon the requirements, terms and conditions of this RFP
and any supplements or revisions thereof.
Any contact with State employees concerning this RFP are prohibited, except as authorized by the RFP
manager during the period from date of release of the RFP until the notice of intent to contract is released.
1.6
Calendar of events
Listed below are specific and estimated dates and times of actions related to this Request for Proposal
(RFP). The actions with specific dates must be completed as indicated unless otherwise changed by the
State. In the event that the State finds it necessary to change any of the specific dates and times in the
calendar of events listed below, it will do so by issuing a supplement to this RFP. There may or may not be
a formal notification issued for changes in the estimated dates and times.
DATE
March 16, 2011
March 25, 2011
March 29 , 2011
EVENT
Date of issue of the RFP.
Last day for submitting written inquires.
Mail Notification to Vendors of Supplements or
revisions to the RFP
Proposals due from vendors.
Demonstrations by invited vendors.
Notification of intent to award sent to vendors.
Contract start date.
April 11, 2011
April 26, 2011 (estimate)
May 23, 2011 (estimate)
June 6, 2011 (estimate)
1.7
Contract term and funding
The software license for the Registration System shall be effective on the date indicated on the purchase
order or the contract execution date and shall be perpetual, with maintenance to be renewed annually as
negotiated by the parties. Options for non-perpetual licenses may be presented as alternate cost proposals
under the guidelines listed in Appendix D
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1.8
VendorNet registration
The State of Wisconsin’s purchasing information and vendor notification service is available to all
businesses and organizations that want to sell to the State. Anyone may access VendorNet online at
http://vendornet.state.wi.us to get information on State purchasing practices and policies, goods and
services that the State buys, and tips on selling to the State. Vendors may use the same Web site address for
inclusion on the bidders list for goods and services that the organization wants to sell to the State. A
subscription with notification guarantees the organization will receive an e-mail message each time a state
agency, including any campus of the University of Wisconsin System, posts a request for bid or a request
for proposal in their designated commodity/service area(s) with an estimated value over $25,000.
Organizations without Internet access receive paper copies in the mail. Increasingly, State agencies also are
using VendorNet to post simplified bids valued at $25,000 or less. Vendors also may receive e-mail notices
of these simplified bid opportunities.
2.0
PREPARING AND SUBMITTING A PROPOSAL
2.1
General instructions
The evaluation and selection of a contractor and the contract will be based on the information submitted in
the vendor's proposal plus references and any required on-site visits or oral interviews. Failure to respond
to each of the requirements in the RFP may be a basis for rejecting a response.
Elaborate proposals (e.g., expensive artwork), beyond that sufficient to present a complete and effective
proposal, are not necessary or desired.
2.2
Incurring costs
The University of Wisconsin-Extension is not liable for any cost incurred by proposers in replying to this
RFP.
2.3
Submitting the proposal
Proposers must submit an original and nine copies of all materials required for acceptance of their proposal
by April 11, 2011 2:00 p.m. CST to:
Rhonda Loger
Director of Purchasing
University of Wisconsin-Extension
432 N. Lake Street, Room 104
Madison, Wisconsin 53706
Hard-copy proposals must be received in the above office by the specified time stated above. All proposals
must be time-stamped as accepted by the Purchasing Office by the stated time. Non-stamped proposals will
not be accepted. Receipt of a proposal by the State mail system does not constitute receipt of a proposal by
the Purchasing Office for purposes of this RFP. The proposers may be asked to provide soft copies of their
proposals during the evaluation period.
To ensure confidentiality of the document, all proposals must be packaged and sealed and must have the
following information on the outside of the package:
—Proposer's name and address
—Request for proposal title
—Request for proposal number EX 11-7102
—Proposal due date April 11, 2011
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An original plus nine copies of the Cost Proposal (Appendix D) must be sealed and submitted as a separate
part of the proposal. The outside of the envelope must be clearly labeled with the words “Cost Proposal,
RFP EX 11-7102, the name of the vendor and due date. The cost proposal is due to the addressee on the
due date and time noted above.
2.4
Proposal organization and format
Proposals should be typed and submitted on 8.5 by 11 inch paper bound securely. Proposals should be
organized and presented in the order and by the number assigned in the RFP. Proposals must be organized
with the following headings and subheadings. Each heading and subheading should be separated by tabs or
otherwise clearly marked. The RFP sections that should be submitted or responded to are:
4.0 Mandatory Requirements (Appendix A)
5.1 Functional Requirements (Appendix B)
5.2 Reporting Requirements (Appendix G)
6.0 Maintenance and Support Requirements (Appendix C)
7.1 Data Elements Requirements (Appendix E)
7.2 Data Conversion Requirements (Appendix F)
8.0 Cost Proposal (Appendix D) separate envelope
11.0 Required forms
Designation of Confidential and Proprietary Information
Vendor Information
Vendor Reference
RFP Form
The vendor must submit its Cost Proposal on the form provided in Appendix D according to the
instructions provided. Failure to provide any requested information in the prescribed format may result in
disqualification of the proposal.
No mention of the cost proposal may be made in the response to the technical requirements of this Request
for Proposal.
2.5
Multiple proposals
Multiple proposals from a vendor will be permissible; however, each proposal must conform fully to the
requirements for proposal submission. Each proposal must be submitted separately and labeled as Proposal
#1, Proposal #2, etc. on each page included in the response. Alternate acquisition plans do not constitute
multiple proposals.
2.6
Demonstrations
Top-scoring vendor(s) may be required to demonstrate the product offered at a UW System site. Failure of
a vendor to demonstrate the product(s) it has proposed within the time required may result in rejection of
that proposal. Failure of any product(s) to meet the UW-Extension’s specified requirements during the
demonstration may result in rejection of the vendor's proposal.
Successful demonstration of the vendor's product(s) does not constitute acceptance by the UW System.
Any product(s) and/or service(s) furnished by the vendor for the purposes of this demonstration must be
identical in every respect to those which will be furnished if a contract results.
2.7
Withdrawal of proposals
Proposals shall be irrevocable until contract award unless the proposal is withdrawn. Proposers may
withdraw a proposal in writing at any time up to the proposal closing date and time. To accomplish this, the
written request must be signed by an authorized representative of the proposer and submitted to the RFP
contract person identified in Section 1.5. If a previously submitted proposal is withdrawn before the
8
proposal due date and time, the proposer may submit another proposal at any time up to the proposal
closing date and time.
3.0
PROPOSAL SELECTION AND AWARD PROCESS
3.1
Preliminary evaluation
The proposals will be reviewed initially to determine if mandatory requirements are met. Failure to
meet mandatory requirements listed in Appendix A will result in rejection of the proposal. In the
event that all vendors do not meet one or more of the mandatory requirements, the State reserves the
right to continue the evaluation of the proposals and to select the proposal which most closely meets
the requirements specified in this RFP.
3.2
Proposal scoring
Various costing methods and models are available to analyze the cost information and determine the lowest
cost to the agency. The agency will select one method for scoring costs and will use it consistently
throughout its analysis of all cost proposals. The selected method will be available after the proposal
opening by calling the RFP contact person identified in Section 1.5.
Accepted proposals will be reviewed by an evaluation committee and scored against the stated criteria. A
proposer may not contact any member of an evaluation committee except at the State’s direction. The
committee may review references, request interviews, and/or conduct on-site visits and use the results in
scoring the proposals. Proposals from certified Minority Business Enterprises may have points weighted by
a factor of 1.00 to 1.05 to provide up to a 5 percent preference to these businesses (Wis. Stats. 16.75(3m)).
The evaluation committee's scoring will be tabulated and proposals ranked based on the numerical scores
received.
3.3
Evaluation criteria
The proposals will be scored using the following criteria:
Description
3.4
Percent
Functionality & Reporting
Maintenance & Support
Cost
45
30
25
Total:
100
Right to reject proposals and negotiate contract terms
The State reserves the right to reject any and all proposals. The State may negotiate the terms of the
contract, including the award amount, with the selected proposer prior to entering into a contract. If
contract negotiations cannot be concluded successfully with the highest scoring proposer, the agency may
negotiate a contract with the next highest scoring proposer.
3.5
Award and final offers
The State will compile the final scores (technical and cost) for each proposal. The award will be granted in
one of two ways. The award may be granted to the highest scoring responsive and responsible proposer.
Alternatively, the highest scoring proposer or proposers may be requested to submit final and best offers. If
final and best offers are requested by the State and submitted by the vendor, they will be evaluated against
the stated criteria and scored and ranked by the evaluation committee. The award then will be granted to
the highest scoring proposer. However, a proposer should not expect that the State will request a final and
best offer.
9
4.0
MANDATORY REQUIREMENTS
4.1
Mandatory requirements
The following requirements, listed in detail in Appendix A, are mandatory and the proposer must satisfy
them.
4.1.1
Technical Requirements
4.1.2
5.0
Financial Stability
FUNCTIONAL AND REPORTING REQUIREMENTS
5.1
Functional Requirements (see Appendix B)
5.2
Reporting Requirements (see Appendix G)
5.3
Proposer references
Proposers must include a list of all organizations with whom the proposer has done business similar to that
required by this solicitation within the last three years. This information should be provided in the format
listed on the Vendor Reference Form included with this RFP. For each organization, the proposer must
include the name, title, address and telephone number of a contact person along with a brief description of
the project or assignment which was the basis for the business relationship. The procuring agency will
determine which, if any, references to contact to assess the quality of work performed and personnel
assigned to the project. The results of any references will be provided to the evaluation committee and used
in scoring the proposal.
6.0
MAINTENANCE AND SUPPORT REQUIREMENTS
6.1
7.0
8.0
Maintenance and Support Requirements (see Appendix C)
DATA REQUIREMENTS
7.1
Data Elements Required (see Appendix E)
7.2
Data Conversion Requirements (see Appendix F)
COST PROPOSAL
8.1
General instructions on preparing cost proposals
The cost proposal should be submitted in a separate envelope from the written proposal. The proposal will
be scored using a standard quantitative calculation where the most points will be awarded to the proposal
with the lowest cost. Various costing methods and models are available to analyze the cost information
submitted to determine the lowest costs to the State. The State will select one method and use it
consistently throughout its analysis. The cost methodology will be available at the time the proposals are
due.
8.2
Format for submitting cost proposals
Cost proposals should be submitted in the format specified in Appendix C.
8.3
Fixed price period
All prices, costs and conditions outlined in the proposal shall remain fixed and valid for acceptance for 60
calendar days starting on the due date for proposals.
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9.0
SPECIAL CONTRACT TERMS AND CONDITIONS
9.1
Payments requirements
The payment schedule and associated testing and acceptance schedule will be negotiated at the time of
award.
9.2
Prime contractor and minority business subcontractors
The prime contractor will be responsible for contract performance when subcontractors are used. However,
when subcontractors are used, they must abide by all terms and conditions of the contract. If subcontractors
are to be used, the proposer must clearly explain their participation.
The State of Wisconsin is committed to the promotion of minority business in the state's purchasing
program and a goal of placing 5% of its total purchasing dollars with certified minority businesses.
Authority for this program is found in ss. 15.107(2), 16.75(4), 16.75(5) and 560.036(2), Wisconsin Statutes.
The contracting agency is committed to the promotion of minority business in the state's purchasing
program.
The State of Wisconsin policy provides that minority-owned business enterprises certified by the Wisconsin
Department of Commerce, Bureau of Minority Business Development should have the maximum
opportunity to participate in the performance of its contracts. The supplier/contractor is strongly urged to
use due diligence to further this policy by awarding subcontracts to minority-owned business enterprises or
by using such enterprises to provide goods and services incidental to this agreement, with a goal of
awarding at least 5% of the contract price to such enterprises.
9.3
Executed contract to constitute entire agreement
In the event of contract award, the contents of this RFP (including all attachments), RFP addenda and
revisions, and the proposal of the successful proposer, and additional terms agreed to, in writing, by the
agency and the contractor shall become part of the contract. Failure of the successful proposer to accept
these as a contractual agreement may result in cancellation of the award.
The following priority for contract documents will be used if there are conflicts or disputes.
Software License Agreement signed by the parties
Official Purchase Orders and any corresponding Statements of Work
Vendor's Proposal Dated April 11, 2011 (due date)
State Request for Proposal Dated March 16, 2011
Standard Terms and Conditions
10.0
STANDARD TERMS AND CONDITIONS
The State of Wisconsin reserves the right to incorporate standard State contract provisions into any contract
negotiated with any proposal submitted responding to this RFP (Standard Terms and Conditions (DOA-3054)).
Failure of the successful proposer to accept these obligations in a contractual agreement may result in cancellation of
the award.
11
Wisconsin Department of Administration
Chs. 16, 19, 51
DOA-3054 (R09/2004)
Standard Terms And Conditions
(Request For Bids / Proposals)
1.0
2.0
of the price increase, and shall be limited to fully
documented cost increases to the contractor which
are demonstrated to be industrywide.
The
conditions under which price increases may be
granted shall be expressed in bid/proposal
documents and contracts or agreements.
SPECIFICATIONS: The specifications in this request
are the minimum acceptable.
When specific
manufacturer and model numbers are used, they are to
establish a design, type of construction, quality,
functional capability and/or performance level desired.
When alternates are bid/proposed, they must be
identified by manufacturer, stock number, and such other
information necessary to establish equivalency. The
State of Wisconsin shall be the sole judge of
equivalency. Bidders/proposers are cautioned to avoid
bidding alternates to the specifications which may result
in rejection of their bid/proposal.
6.3
DEVIATIONS AND EXCEPTIONS: Deviations and
exceptions from original text, terms, conditions, or
specifications shall be described fully, on the
bidder's/proposer's letterhead, signed, and attached to the
request.
In the absence of such statement, the
bid/proposal shall be accepted as in strict compliance
with all terms, conditions, and specifications and the
bidders/proposers shall be held liable.
In determination of award, discounts for early
payment will only be considered when all other
conditions are equal and when payment terms
allow at least fifteen (15) days, providing the
discount terms are deemed favorable.
All
payment terms must allow the option of net thirty
(30).
7.0
UNFAIR SALES ACT: Prices quoted to the State of
Wisconsin are not governed by the Unfair Sales Act.
8.0
ACCEPTANCE-REJECTION:
The State of
Wisconsin reserves the right to accept or reject any or
all bids/proposals, to waive any technicality in any
bid/proposal submitted, and to accept any part of a
bid/proposal as deemed to be in the best interests of the
State of Wisconsin.
Bids/proposals MUST be date and time stamped by the
soliciting purchasing office on or before the date and
time that the bid/proposal is due. Bids/proposals date
and time stamped in another office will be rejected.
Receipt of a bid/proposal by the mail system does not
constitute receipt of a bid/proposal by the purchasing
office.
9.0
3.0
QUALITY: Unless otherwise indicated in the request,
all material shall be first quality. Items which are used,
demonstrators, obsolete, seconds, or which have been
discontinued are unacceptable without prior written
approval by the State of Wisconsin.
4.0
QUANTITIES: The quantities shown on this request
are based on estimated needs. The state reserves the
right to increase or decrease quantities to meet actual
needs.
5.0
DELIVERY: Deliveries shall be F.O.B. destination
freight prepaid and included unless otherwise specified.
METHOD OF AWARD: Award shall be made to the
lowest responsible, responsive bidder unless otherwise
specified.
6.0
PRICING AND DISCOUNT: The State of Wisconsin
qualifies for governmental discounts and its educational
institutions also qualify for educational discounts. Unit
prices shall reflect these discounts.
10.0 ORDERING:
Purchase orders or releases via
purchasing cards shall be placed directly to the
contractor by an authorized agency. No other purchase
orders are authorized.
6.1
Unit prices shown on the bid/proposal or contract
shall be the price per unit of sale (e.g., gal., cs.,
doz., ea.) as stated on the request or contract. For
any given item, the quantity multiplied by the unit
price shall establish the extended price, the unit
price shall govern in the bid/proposal evaluation
and contract administration.
6.2
Prices established in continuing agreements and
term contracts may be lowered due to general
market conditions, but prices shall not be subject
to increase for ninety (90) calendar days from the
date of award. Any increase proposed shall be
submitted to the contracting agency thirty (30)
calendar days before the proposed effective date
11.0 PAYMENT TERMS AND INVOICING: The State
of Wisconsin normally will pay properly submitted
vendor invoices within thirty (30) days of receipt
providing goods and/or services have been delivered,
installed (if required), and accepted as specified.
Invoices presented for payment must be submitted in
accordance with instructions contained on the purchase
order including reference to purchase order number and
submittal to the correct address for processing. A
good faith dispute creates an exception to prompt
payment.
12
DOA-3054
overcharges as to goods, materials or services
purchased in connection with this contract.
12.0 TAXES: The State of Wisconsin and its agencies are
exempt from payment of all federal tax and Wisconsin
state and local taxes on its purchases except Wisconsin
excise taxes as described below.
17.0 ASSIGNMENT: No right or duty in whole or in part
of the contractor under this contract may be assigned or
delegated without the prior written consent of the State
of Wisconsin.
The State of Wisconsin, including all its agencies, is
required to pay the Wisconsin excise or occupation tax
on its purchase of beer, liquor, wine, cigarettes, tobacco
products, motor vehicle fuel and general aviation fuel.
However, it is exempt from payment of Wisconsin sales
or use tax on its purchases. The State of Wisconsin
may be subject to other states' taxes on its purchases in
that state depending on the laws of that state.
Contractors performing construction activities are
required to pay state use tax on the cost of materials.
18.0 WORK CENTER CRITERIA: A work center must
be certified under s. 16.752, Wis. Stats., and must
ensure that when engaged in the production of
materials, supplies or equipment or the performance of
contractual services, not less than seventy-five percent
(75%) of the total hours of direct labor are performed
by severely handicapped individuals.
19.0 NONDISCRIMINATION
/
AFFIRMATIVE
ACTION: In connection with the performance of work
under this contract, the contractor agrees not to
discriminate against any employee or applicant for
employment because of age, race, religion, color,
handicap, sex, physical condition, developmental
disability as defined in s. 51.01(5), Wis. Stats., sexual
orientation as defined in s. 111.32(13m), Wis. Stats., or
national origin. This provision shall include, but not be
limited to, the following: employment, upgrading,
demotion or transfer; recruitment or recruitment
advertising; layoff or termination; rates of pay or other
forms of compensation; and selection for training,
including apprenticeship. Except with respect to sexual
orientation, the contractor further agrees to take
affirmative action to ensure equal employment
opportunities.
13.0 GUARANTEED DELIVERY:
Failure of the
contractor to adhere to delivery schedules as specified
or to promptly replace rejected materials shall render
the contractor liable for all costs in excess of the
contract price when alternate procurement is necessary.
Excess costs shall include the administrative costs.
14.0 ENTIRE AGREEMENT: These Standard Terms and
Conditions shall apply to any contract or order awarded
as a result of this request except where special
requirements are stated elsewhere in the request; in such
cases, the special requirements shall apply. Further, the
writtencontract and/or order with referenced parts and
attachments shall constitute the entire agreement and no
other terms and conditions in any document,
acceptance, or acknowledgment shall be effective or
binding unless expressly agreed to in writing by the
contracting authority.
19.1 Contracts estimated to be over twenty-five
thousand dollars ($25,000) require the submission
of a written affirmative action plan by the
contractor.
An exemption occurs from this
requirement if the contractor has a workforce of
less than twenty-five (25) employees. Within
fifteen (15) working days after the contract is
awarded, the contractor must submit the plan to
the contracting state agency for approval.
Instructions on preparing the plan and technical
assistance regarding this clause are available from
the contracting state agency.
15.0 APPLICABLE LAW AND COMPLIANCE: This
contract shall be governed under the laws of the State of
Wisconsin. The contractor shall at all times comply
with and observe all federal and state laws, local laws,
ordinances, and regulations which are in effect during
the period of this contract and which in any manner
affect the work or its conduct. The State of Wisconsin
reserves the right to cancel this contract if the contractor
fails to follow the requirements of s. 77.66, Wis. Stats.,
and related statutes regarding certification for collection
of sales and use tax. The State of Wisconsin also
reserves the right to cancel this contract with any
federally debarred contractor or a contractor that is
presently identified on the list of parties excluded from
federal procurement and non-procurement contracts..
19.2 The contractor agrees to post in conspicuous
places, available for employees and applicants for
employment, a notice to be provided by the
contracting state agency that sets forth the
provisions of the State of Wisconsin's
nondiscrimination law.
16.0 ANTITRUST ASSIGNMENT: The contractor and the
State of Wisconsin recognize that in actual economic
practice, overcharges resulting from antitrust violations
are in fact usually borne by the State of Wisconsin
(purchaser). Therefore, the contractor hereby assigns to
the State of Wisconsin any and all claims for such
19.3 Failure to comply with the conditions of this
clause may result in the contractor's becoming
declared an "ineligible" contractor, termination of
the contract, or withholding of payment.
13
DOA-3054
failure of the contractor to comply with terms,
conditions, and specifications of this contract.
20.0 PATENT INFRINGEMENT: The contractor selling
to the State of Wisconsin the articles described herein
guarantees the articles were manufactured or produced
in accordance with applicable federal labor laws.
Further, that the sale or use of the articles described
herein will not infringe any United States patent. The
contractor covenants that it will at its own expense
defend every suit which shall be brought against the
State of Wisconsin (provided that such contractor is
promptly notified of such suit, and all papers therein are
delivered to it) for any alleged infringement of any
patent by reason of the sale or use of such articles, and
agrees that it will pay all costs, damages, and profits
recoverable in any such suit.
25.0 VENDOR TAX DELINQUENCY: Vendors who
have a delinquent Wisconsin tax liability may have their
payments offset by the State of Wisconsin.
26.0 PUBLIC RECORDS ACCESS: It is the intention of
the state to maintain an open and public process in the
solicitation, submission, review, and approval of
procurement activities.
Bid/proposal openings are public unless otherwise
specified. Records may not be available for public
inspection prior to issuance of the notice of intent to
award or the award of the contract.
21.0 SAFETY REQUIREMENTS:
All materials,
equipment, and supplies provided to the State of
Wisconsin must comply fully with all safety
requirements as set forth by the Wisconsin
Administrative Code and all applicable OSHA
Standards.
27.0 PROPRIETARY INFORMATION: Any restrictions
on the use of data contained within a request, must be
clearly stated in the bid/proposal itself. Proprietary
information submitted in response to a request will be
handled in accordance with applicable State of
Wisconsin procurement regulations and the Wisconsin
public records law. Proprietary restrictions normally
are not accepted. However, when accepted, it is the
vendor's responsibility to defend the determination in
the event of an appeal or litigation.
22.0 WARRANTY: Unless otherwise specifically stated by
the bidder/proposer, equipment purchased as a result of
this request shall be warranted against defects by the
bidder/proposer for one (1) year from date of receipt.
The equipment manufacturer's standard warranty shall
apply as a minimum and must be honored by the
contractor.
27.1 Data contained in a bid/proposal, all
documentation provided therein, and innovations
developed as a result of the contracted
commodities or services cannot by copyrighted or
patented.
All data, documentation, and
innovations become the property of the State of
Wisconsin.
23.0 INSURANCE RESPONSIBILITY: The contractor
performing services for the State of Wisconsin shall:
23.1 Maintain worker's compensation insurance as
required by Wisconsin Statutes, for all employees
engaged in the work.
27.2 Any material submitted by the vendor in response
to this request that the vendor considers
confidential and proprietary information and
which qualifies as a trade secret, as provided in s.
19.36(5), Wis. Stats., or material which can be
kept confidential under the Wisconsin public
records law, must be identified on a Designation
of Confidential and Proprietary Information form
(DOA-3027). Bidders/proposers may request the
form if it is not part of the Request for
Bid/Request for Proposal package. Bid/proposal
prices cannot be held confidential.
23.2 Maintain commercial liability, bodily injury and
property damage insurance against any claim(s)
which might occur in carrying out this
agreement/contract. Minimum coverage shall be
one million dollars ($1,000,000) liability for
bodily injury and property damage including
products liability and completed operations.
Provide motor vehicle insurance for all owned,
non-owned and hired vehicles that are used in
carrying out this contract. Minimum coverage
shall be one million dollars ($1,000,000) per
occurrence combined single limit for automobile
liability and property damage.
23.3 The state reserves the right to require higher or
lower limits where warranted.
24.0 CANCELLATION: The State of Wisconsin reserves
the right to cancel any contract in whole or in part
without penalty due to nonappropriation of funds or for
14
DOA-3054
28.0 DISCLOSURE: If a state public official (s. 19.42,
Wis. Stats.), a member of a state public official's
immediate family, or any organization in which a state
public official or a member of the official's immediate
family owns or controls a ten percent (10%) interest, is
a party to this agreement, and if this agreement involves
payment of more than three thousand dollars ($3,000)
within a twelve (12) month period, this contract is
voidable by the state unless appropriate disclosure is
made according to s. 19.45(6), Wis. Stats., before
signing the contract. Disclosure must be made to the
State of Wisconsin Ethics Board, 44 East Mifflin Street,
Suite 601, Madison, Wisconsin 53703 (Telephone 608266-8123).
32.0 HOLD HARMLESS: The contractor will indemnify
and save harmless the State of Wisconsin and all of its
officers, agents and employees from all suits, actions, or
claims of any character brought for or on account of any
injuries or damages received by any persons or property
resulting from the operations of the contractor, or of any
of its contractors, in prosecuting work under this
agreement.
33.0 FOREIGN CORPORATION: A foreign corporation
(any corporation other than a Wisconsin corporation)
which becomes a party to this Agreement is required to
conform to all the requirements of Chapter 180, Wis.
Stats., relating to a foreign corporation and must
possess a certificate of authority from the Wisconsin
Department of Financial Institutions, unless the
corporation is transacting business in interstate
commerce or is otherwise exempt from the requirement
of obtaining a certificate of authority. Any foreign
corporation which desires to apply for a certificate of
authority should contact the Department of Financial
Institutions, Division of Corporation, P. O. Box 7846,
Madison, WI 53707-7846; telephone (608) 261-7577.
State classified and former employees and certain
University of Wisconsin faculty/staff are subject to
separate disclosure requirements, s. 16.417, Wis. Stats.
29.0 RECYCLED MATERIALS: The State of Wisconsin
is required to purchase products incorporating recycled
materials whenever technically and economically
feasible. Bidders are encouraged to bid products with
recycled content which meet specifications.
34.0 WORK CENTER PROGRAM:
The successful
bidder/proposer shall agree to implement processes that
allow the State agencies, including the University of
Wisconsin System, to satisfy the State's obligation to
purchase goods and services produced by work centers
certified under the State Use Law, s.16.752, Wis. Stat.
This shall result in requiring the successful
bidder/proposer to include products provided by work
centers in its catalog for State agencies and campuses or
to block the sale of comparable items to State agencies
and campuses.
30.0 MATERIAL SAFETY DATA SHEET:
If any
item(s) on an order(s) resulting from this award(s) is a
hazardous chemical, as defined under 29CFR
1910.1200, provide one (1) copy of a Material Safety
Data Sheet for each item with the shipped container(s)
and one (1) copy with the invoice(s).
31.0 PROMOTIONAL
ADVERTISING /
NEWS
RELEASES: Reference to or use of the State of
Wisconsin, any of its departments, agencies or other
subunits, or any state official or employee for
commercial promotion is prohibited. News releases
pertaining to this procurement shall not be made
without prior approval of the State of Wisconsin.
Release of broadcast e-mails pertaining to this
procurement shall not be made without prior written
authorization of the contracting agency.
15
11.0
REQUIRED FORMS
The following forms must be completed and submitted with the proposal in accordance with the instructions given in
Section 2.4. Blank forms are attached.
Designation of Confidential and Proprietary Information (DOA-3027)
Vendor Information (DOA-3477)
Vendor Reference (DOA-3478)
RFP Form (DOA-3261)
16
STATE OF WISCONSIN
DOA-3027 N(R01/98)
DESIGNATION OF CONFIDENTIAL AND PROPRIETARY INFORMATION
The attached material submitted in response to Proposal #
EX 11-7102
includes proprietary and confidential
information which qualifies as a trade secret, as provided in s. 19.36(5), Wis. Stats., or is otherwise material that can be kept
confidential under the Wisconsin Open Records Law. As such, we ask that certain pages, as indicated below, of this bid/proposal
response be treated as confidential material and not be released without our written approval.
Prices always become public information when bids/proposals are opened, and therefore cannot be kept confidential.
Other information cannot be kept confidential unless it is a trade secret. Trade secret is defined in s. 134.90(1)(c), Wis. Stats. as
follows: "Trade secret" means information, including a formula, pattern, compilation, program, device, method, technique or process
to which all of the following apply:
1. The information derives independent economic value, actual or potential, from not being generally known to, and
not
being readily ascertainable by proper means by, other persons who can obtain economic value from its disclosure or use.
2. The information is the subject of efforts to maintain its secrecy that are reasonable under the circumstances.
We request that the following pages not be released
Section
Page #
Topic
_______________________________________________________________________________________________________
_______________________________________________________________________________________________________
_______________________________________________________________________________________________________
_______________________________________________________________________________________________________
_______________________________________________________________________________________________________
_______________________________________________________________________________________________________
IN THE EVENT THE DESIGNATION OF CONFIDENTIALITY OF THIS INFORMATION IS CHALLENGED, THE
UNDERSIGNED HEREBY AGREES TO PROVIDE LEGAL COUNSEL OR OTHER NECESSARY ASSISTANCE TO DEFEND
THE DESIGNATION OF CONFIDENTIALITY AND AGREES TO HOLD THE STATE HARMLESS FOR ANY COSTS OR
DAMAGES ARISING OUT OF THE STATE'S AGREEING TO WITHHOLD THE MATERIALS.
Failure to include this form in the bid/proposal response may mean that all information provided as part of the bid/proposal response
will be open to examination and copying. The state considers other markings of confidential in the bid/proposal document to be
insufficient. The undersigned agrees to hold the state harmless for any damages arising out of the release of any materials unless they
are specifically identified above.
Company Name
___________________________________________
Authorized Representative
___________________________________________
Signature
Authorized Representative
___________________________________________
Type or Print
Date
___________________________________________
This document can be made available in accessible formats to qualified individuals with disabilities.
17
STATE OF WISCONSIN
DOA-3477 (R05/98)
Bid / Proposal #
EX 11-7102
Commodity / Service
VENDOR INFORMATION
1.
BIDDING / PROPOSING COMPANY NAME
FEIN
Phone
(
)
Toll Free Phone
FAX
(
)
E-Mail Address
(
)
Address
City
2.
State
Zip + 4
Name the person to contact for questions concerning this bid / proposal.
Name
Title
Phone
(
)
Toll Free Phone
FAX
(
)
E-Mail Address
(
)
Address
City
3.
State
Zip + 4
Any vendor awarded over $25,000 on this contract must submit affirmative action information to the department. Please
name the Personnel / Human Resource and Development or other person responsible for affirmative action in the
company to contact about this plan.
Name
Title
Phone
(
)
Toll Free Phone
FAX
(
)
E-Mail Address
(
)
Address
City
4.
State
Zip + 4
Mailing address to which state purchase orders are mailed and person the department may contact concerning orders and
billings.
Name
Title
Phone
(
)
Toll Free Phone
FAX
(
)
E-Mail Address
(
)
Address
City
5.
State
Zip + 4
CEO / President Name
This document can be made available in accessible formats to qualified individuals with disabilities.
18
STATE OF WISCONSIN
Bid / Proposal #
EX 11-7102
DOA-3478 (R12/96)
VENDOR REFERENCE
FOR VENDOR:
Provide company name, address, contact person, telephone number, and appropriate information on the product(s) and/or service(s)
used for four (4) or more installations with requirements similar to those included in this solicitation document. If vendor is
proposing any arrangement involving a third party, the named references should also be involved in a similar arrangement.
Company Name
Address (include Zip + 4)
Contact Person
Phone No.
Product(s) and/or Service(s) Used
Company Name
Address (include Zip + 4)
Contact Person
Phone No.
Product(s) and/or Service(s) Used
Company Name
Address (include Zip + 4)
Contact Person
Phone No
Product(s) and/or Service(s) Used
Company Name
Address (include Zip + 4)
Contact Person
Phone No.
Product(s) and/or Service(s) Used
This document can be made available in accessible formats to qualified individuals with disabilities.
19
Appendix A: Mandatory Requirements
A.
Technical Requirements – Proposer must indicate whether the proposed system
meets the following requirements.
A1.
System must be 100% web-based and compatible with a Microsoft Windows
environment.
A2.
System access must be limited according to user level, with field level security
where appropriate
A3.
System must be accessible by Macintosh users.
A4.
Client workstation configuration must be within desktop industry standards
A5.
System must be able to support multiple divisions as a single institution
A6.
B.
A5.1
Individual divisions shall not access or view facilities or data of another
division without permission
A5.2
Institutional office shall be able to access summaries of data or facilities
of all divisions either through queries or standardized/customized reports
System must permit a minimum of 75 concurrent users of the core system across
all of UW-Extension, UW-Madison and UW-Milwaukee.
Financial Stability
The proposer must be financially stable as solely determined by the University. The
information below comprising the proposer's financial capacity report will be used to
determine the financial stability and capability of the prospective vendor. The following
information which should be included:





Sources of financing (shareholders, venture capital, etc.)
Bank references
Last two annual reports and all quarterly reports since the last annual report
Identify the Parent Corporation and any subsidiaries
Other Data as outlined below:
Category
Formula
Current Ratio
Profit Margin
Debt Ratio
Return on Assets
Current Assets/Current Liabilities
Net Income/Net Sales
Total Debt/Assets
Net Income/Average Total Assets
20
Appendix B: Functional, Requirements
Describe how the proposed system meets the following Functional requirements:
1. Security & Access
1.1.
Provide security measures to prevent unauthorized access to student, program/course, reporting,
financial or any other sensitive information including credit card data.
1.2.
Provide open access to course offerings, course profiles, instructor profiles and/or any other nonsensitive information that may be of interest to the public.
1.4
System user logins to be efficiently monitored, including varying permission/access levels.
1.5
System must be able to encrypt sensitive data and run effectively between sites with firewalls.
1.6
System must meet all compliance requirements related to PCI Data Security Standards and
FERPA. (Must not store credit card information on database.)
2. Registration, Student and Program/Course
2.1.
Provide ability to add, change, delete and display registration information (student/course
assignment) from a variety of sources including telephone, mail, fax, voice mail, e-mail and Internet.
2.1.1. At the time of registration, system should provide the ability to capture information about
“source” and “awareness” (see 4.3).
2.2.
Provide ability to add, change, delete and display student information, including name, address,
title, telephone number, e-mail, billing address, fax number, demographics and fee adjustments
2.3.
Application must allow Web-based, real-time registrations and credit card payments
2.4.
Provide ability for various web registration templates based on program specifics.
2.5.
Provide confirmation page with complete registration information available to print after
submission of registration, which should include a text area that could be populated with program
specific information.
2.5.1.
2.5.2.
2.6.
2.7.
Provide ability to send confirmation notices via e-mail.
Provide ability to produce a printed confirmation for a “workshop” or “sub-session” within a
program/course with pertinent information for that event, i.e., location, time, etc. which may
differ from the main course.
Provide ability to add, change, delete and display program/course information. Include multiple
options for fees and/or workshops and set capacity limits. System should be able to handle nonconsecutive course meeting dates for a program.
Provide ability to add, change, delete and display instructor information.
21
2.8.
Provide for local and remote printing of rosters, name tags, tent cards, certificates and other
reports needed by registration office staff, instructors and various departmental personnel. Must be
flexible and customizable, for example; being able to add various (departmental or company) logos
to these items.
2.9.
Provide ability to add, change, delete and display breakout sessions or workshops for a
program/course as well as multiple site programs.
2.10. Provide ability to maintain counts for separate events and separate fees within a program.
Produce rosters/lists of each including set limits.
2.11.
Provide ability to display alternate program/course information as sub-function of registration.
2.12. Provide wait-list ability for merging prospective students into available and active
programs/courses.
2.12.1. Provide ability to display in date-received or alphabetic order.
2.12.2. Provide wait list letter to student and ability to print a “wait list” roster.
2.13. Provide ability to limit field lengths, for example – company name is limited to a certain field
length for specific documents and the field should reflect that limitation
2.14. Provide ability to search by student, last name, first name and system will display reasonable
options to select from in order to build on existing record and reduce duplicates.
2.15. Provide ability for multiple users to register students to the same program/course at the same
time.
2.16. Provide ability to mass transfer all registrants and financial information from one program/course
to another or from one workshop or sub-session to another.
2.17.
Provide the ability to mass cancel “Cancelled Program.”
This should include the following:
2.17.1. Refund specific to type of payment.
2.17.2. Immediate e-mail notification to participant which should include alternate course
information, refund options (including rescheduling the course, apply for a different course or
cash refund).
2.18. Provide the ability to enter multiple registrations per company per program and the ability to
make changes to each participant. This should include the ability to register students to be named at
a later date.
2.19.
Provide the ability to enter the same registrant to multiple program offerings.
2.20. Provide the ability to transfer registrants from one program to another, including financial
records.
22
2.21. Provide the ability to enter multiple addresses per registrant (minimum of 3) through the web
registration form, i.e. confirming address, billing address and company address (roster), with one
listed as the default address. In addition, provide ability to enter 2nd e-mail address for billing.
2.22. Provide ability to distribute confirmation notices/invoices to appropriate student address (fax. Email, letters) with the ability to add custom logo to confirmations by department/program.
2.22.1. Provide automatic e-mail confirmation when appropriate.
2.23.
Provide ability to add, change, delete and review registrations using telephone or Internet access.
2.24.
Provide a process to maintain data integrity.
2.24.1. Provide ability to identify potential duplicate entries/individuals/companies before and after
creating new records.
2.24.2. Provide a process for merging duplicate individual/companies (where each separate record’s
course information is merged into the new record as well).
2.25. Include various data search options by fiscal year, UDDS, program, fund, date, program title or
account criteria.
2.26. Provide a method for handling international students (collection of money, telephone number,
fax number, e-mail and other addresses).
2.27. Provide ability to record enrollments for sessions that are not registered directly through the
registrations department.
2.28.
Provide ability to combine duplicate person and company records.
2.29. Provide ability to enter a range of CEU’s per program or sub-session and calculate total CEU’s
earned per student.
2.30.
Provide ability to adjust or change CEU’s per student.
2.31.
Provide ability to visually flag delinquent accounts (individuals and companies).
2.32.
Provide ability to visually flag “special program comments.”
2.33.
Provide ability to set up program data specific to a department (i.e., SBDC)
2.34. Provide ability to collect student data specific to a department (i.e., SBDC federal reporting
requirements).
2.35. Provide ability to collect demographic data, i.e., race, ethnicity, birth date, veteran’s status,
occupation, gender, marital status (?), handicapped (?) or possibly additional fields as required.
23
3. Financial
3.1.
Record and track collection or non-collection of student fees.
3.2.
Create billing information for students or companies.
3.3.
Create billing and other various financial transactions resulting from the collection of student
fees and recording of expenses.
3.4.
Produce daily and monthly financial reports (see Appendix F).
3.5.
Include a flexible date range format to generate reports.
3.6.
Provide totaling and “roll up” capabilities for selected reports.
3.7.
Reports available by UDDS, department, fiscal year, program, fund, monthly accounting period
or account criteria utilizing identified field criteria.
3.8.
Create an Outstanding Accounts Receivable report by UDDS.
3.9.
Provide for credit card verification and security when entering real-time student registrations.
3.10.
Provide for three digit tax rates for county, city or other taxable entities.
3.11.
Provide ability to export financial data.
3.12.
Maintain internal/external financial data protection.
3.13. Provide ability to produce daily deposit report per registration specialist to include checks, credit
card, and cash payment entries.
4. Marketing
4.1.
Provide for segmentation of records by zip code, title, business sector (SIC) and size of company.
4.2.
Allow selection of mail lists sort able by various criteria including professional and personal
interest areas and the above segmentation criteria.
4.3.
Allow tracking and campaign marketing of mail lists and mail list effectiveness on a program
basis including the utilization of “source” and “awareness” information as applicable based on the
campaign.
4.4.
4.5.
Provide a hierarchical “layered” interest code structure at the departmental level.
Web-based registration information should be incorporated into department Web site with ability
to capture specific marketing information.
4.6.
Provide a Web-based survey/evaluation component.
4.7.
Provide ability to attach “value added” options to a given program offering alternative.
24
4.8.
Provide ability to market a wide range of organizational contacts.
4.9.
Provide ability to relate customers to various interest items.
4.10.
Provide registration trend analysis and program history.
4.11. Provide a database of mailing lists selectable by program, list and/or date and ability to export
data.
4.12.
Provide ability to import data from purchased lists or existing mail marketing systems.
4.13. Provide ability to accumulate information and report on the conversion rate – the rate of orders to
site visits.
**This last item is not required but would be considered a plus in the evaluation.
4.14. Provide ability to manage marketing campaign coordinating multiple sources, materials and
messages as well as responses across multiple marketing vehicles.
5. Student Records
5.1.
Provide ability to add, change, delete and review student records (i.e. names, addresses,
demographics, CEUs, grades, dates and credits).
5.2.
Provide ability to track certificate program components and participants and ability to export that
data.
5.3.
Provide ability to produce transcripts on demand (Course type (i.e. “Continuing Educ” for non-credit
classes), Title of course/program, end date, CEU’s awarded and grade).
5.4.
Provide ability to interface with existing UW-Extension Students Records system.
5.5.
Provide ability to combine duplicate and/or multiple records for an individual student.
6. Application Interface (data import/export)
6.1.
Provide reporting ability or means to export data to meet the Continuing Education Extension
reporting requirements.
6.2.
Provide ability to produce required outputs to support registration office operational needs.
6.3.
Provide ability to generate mail/e-mail campaigns.
6.4.
Provide easy access to data extraction.
6.5.
Provide flexible report generation to respond to “core” required and ad hoc requests for
information available in multiple formats.
6.6.
Provide survey based pre/post-event data gathering for tracking/marketing purposes.
25
6.7.
Provide ability to use queries involving “wild card” searches. Results include data within given
selection criteria.
6.8.
Provide ability to report registration history annually, quarterly by fiscal year and UDDS.
6.9.
Provide ability to collect and store all data required for registration, marketing, financial and
department level requirements.
6.10.
Provide list generated for various counts requested.
6.11.
Provide ability to combine customer/company information to create a “marketing profile.”
6.12.
Provide custom identified fields consistent with current database and record formats.
6.13.
Provide for expansion of data to respond to new Board of Regents or Legislative requirements.
6.14.
Provide a four digit year format (CCYY).
6.15.
Convert existing data to formats compatible with proposed software.
6.16.
Provide the ability to automatically derive the city and state when the zip code is entered.
6.17. Provide an interface to academic department cost accounting systems to eliminate redundant
entry.
6.18. Provide a data element that will suppress inclusion of an individual on a class roster or mailing if
so requested by the individual.
6.19.
Provide an operator identifier and date of last update for each record type for audit purposes.
6.20.
Provide a data element that is individual’s “nickname” as an option on name tags.
6.21.
Provide a seven position extension number with each telephone number.
6.22.
Provide ability to interface to external systems (e.g. Address Standardization).
6.23. Provide ability to cross-reference data sources originating from personal, financial, course, and
company information.
6.24. Provide ability to extract person-related data involving name, address, contact, title, affiliation,
order number, departmental code, session number and student number fields.
6.25. Person selection criteria options generated from session number, UDDS, registration ID, order
number and/or student number fields.
6.26. Provide ability to extract session-related data involving name, address, contact info, title,
affiliation, order number, departmental code, session number, session dates, registration status and
student number fields.
6.27. Provide ability to extract course-related information involving registered course(s) taken by a
person (historical) based on a given registration date range.
26
6.28. Provide an effective data filtering mechanism during generated lists/queries (e.g. duplicate
records).
6.29. Provide ability to extract financial activity based on person, company, or course-related
information, including balance due and original registration fee amounts.
6.30. Provide totaling capabilities for generated lists/queries involving counts and preferred financial
data (such as revenues) based on selected search criteria.
6.31.
Provide ability to code participants by interest criteria.
6.32.
Provide ability to extract information on the number of enrollees per company, by date range.
6.33.
Provide ability to collect optional demographic information.
6.34.
Provide ability to code by profession and SIC code.
6.35. Provide reports that list all participants attending a given program (by owner code), including
program history.
6.36. Provide easy access to session rosters on-line, allowing variations in the ways the data can be
sorted.
6.37. Provide a report breakdown of all participants and their degrees, no shows, fees, etc. A program
closeout-type report.
6.38. Provide ability to vary fields displayed on a roster list. One report may have name information
while another variation may include address and contact information.
6.39. Provide a report by UDDS of the number of registrants, including totals for those registered,
cancelled, instructors and guests. If the program cancels, provide a total of registrants, cancellations
and guests. Specify by a data range.
6.40. Allow data entered to be “normalized” with correct address information and searchable by
address.
6.41. Provide for external systems to import data from multiple linked/related tables via an open
standards based protocol (ODBC, XML, Web services, etc) in common formats (text, CSV, excel,
access, xbase).
6.42. Provide ability for external systems to import data related to registration from multiple
linked/related tables via an open standards protocol (ODBC, XML, Web services, etc.).
7. Customer Self Service Component (this area is not required but would be considered a plus in the
evaluation)
7.1.
Provide ability for student to modify, at their discretion, all Customer Relationship Management
(CRM) data.
7.2.
Provide ability for student to designate their preferred method of communication; i.e. e-mail,
company address, home address, etc.
27
7.3.
Provide the ability for the student to access their course attendance and record history. This
would not be for their official transcripts but for information purposes only.
7.4.
Provide ability of student to opt-in or opt-out for the cross-marketing.
28
Appendix C: Maintenance and Support Requirements
Describe how the system meets the following System Maintenance & Support requirements:
1.
2.
System Maintenance
1.1
Describe the typical system maintenance required and frequency of maintenance
tasks
1.2
Indicate approximate amount of IT staff support time needed to maintain system on
an annual basis
1.3
Any customization of application must not be lost when taking advantage of future
upgrades to the application.
System Support
2.1
Describe the various types of system support that are available, hours of support and
any limits on who may contact proposer.
2.2
Describe any provision, either through system functionality or HELP, that allows
problems resolved for one campus to be shared with the others.
29
Appendix D
Cost Proposal
Pricing
Limited Funding
When possible, vendors should price the listed alternates and service/support separately and not
include them in the price of their core product, unless the alternates are an inseparable part of the
core product. Limited funding may cause the university to purchase only the core product and
purchase alternates at a later time as funds become available.
Option 1 Price (Customer Hosted)
Core product (Describe specifically the functionality contained in the core product using the RFP
specification numbers as a guide)
Software License (minimum of 75 concurrent users):
_______________
Equipment (if required):
_______________
Training (up to 20 individuals at two regional sites):
_______________
Service and Support:
Maintenance/Support Year 1 (if not included in License):________________
Maintenance/Support Year 2:
________________
Maintenance/Support Year 3:
________________
Maintenance/Support Years 4-10:
________________
Hourly rate for on-site support if not included:
30
________________
Option 2: Price (Vendor hosted)
Core product (Describe specifically the functionality contained in the core product using the RFP
specification numbers as a guide)
Software License (minimum of 75 concurrent users):
_______________
Equipment (if required):
_______________
Training (up to 20 individuals at two regional sites):
_______________
Service and Support:
Maintenance/Support Year 1 (if not included in License):________________
Maintenance/Support Year 2:
________________
Maintenance/Support Year 3:
________________
Maintenance/Support Years 4-10:
________________
Annual Hosting/Support per Year:
________________
Hourly rate for on-site support if not included:
________________
Additional Alternates: (These will not be considered in the award, but may be provided for
informational purposes.). Please describe.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
31
Appendix E
Required data, conversion and system initialization
1. Describe how the system meets the following Data Element requirements:
In addition to the base information for student, program event, company and registration fees, this
area details the data elements that are required within the data structure.
Field Name
Unit code
Fiscal year
UDDS
Program number
Program status code
Program title
Program start date
Program end date
Location
City
County
Conted_units
Instruction_hours
Program type
Curricular code
Credits
Type_delivery
Last_modified-dttm
Wait_count
P_comment
X_comment
Student id number
Student name
Name prefix
Name suffix
Home street address
Second address line
Home city
Home state
Data Required for Transcripts
Description
Code for registration unit managing the
registration for the program
Fiscal year in which program was held
Code that defines the unit, division, department
and sub-department for the University
Unique 4 character field assigned by the academic
department responsible for the program
Indicates the stage of the program
Title of the program
Starting date of the program
Ending date of the program
Name of the building in which the program was
held.
City where the program was held.
Standard 2-char code in which the program was
held
Lowest number of continuing education units
(CEU) awarded for completion of the program
Total number of contact hours for program
Code for type of program
Curricular code/department
The number of credits associated with the course.
How the instruction was delivered
The last date-time this record was changed.
From orig_expp: it is not a wait_count it is SR on
the EPGM screen (a student enrollment count)
Comment about the program
Code for extra comment. See x_comments table
for code definitions
Unique student id
Name of student: format is Last comma First space
MI
Dr., Ms, Mr, etc
Jr, Sr., etc
Home address for billing
Additional home address line, if needed
Home city
Home state: standard two character abbreviation
32
Home zip code
Home telephone
Sex
Dob
Heritage_code
Current status indicator
Last_modified_dttm
Student comment
Email_addr
Person_id
Unit_code
Fiscal_year
Udds
Program_number
Active indicator
Start_dt_sa
End_dt_sa
Person type
Doctor_lawyer
Ceus
Grade
County
Credit number
Last_modified_dttm
Company name
Reg_no
X_comment
Home zip code: 5 digit plus 4 digit add on
Home telephone number
Male or female
Date of birth
Standard UW code for racial background:
1=Black, 2=Asian/Pacific Islander, 3=American
Indian, 4=Hispanic,5=White, Blank=other or
unknown
Indicates current status of customer record.
The last date-time this record was accessed.
Format is YYMMDD-HHSS-GGG
Comment about student
Email address
Student’s ID number
Code for the registration unit managing the
registration
Fiscal year in which the program was held
Unit (1), Div (2), Dept (2), subdept (2)
Unique 4 chars assigned by the academic
department responsible for the program
Student’s status in this program (from the
assignment record)
Starting date of the program
Ending date of the program
Person’s role in this program
Used on grade report…for reporting to AMA
credits, CLEW credits and Certification. Valid: A,
B, blank
Number of continuing education units earned by
the person attending this course (from the
assignment record)
The grade the person received in the program
(from the assignment record)
Code for county (or state, if not a Wisconsin
location) in which student lived at the time they
were enrolled in the program.
The number of credits associated with the course
(from the assignment record)
The last date/time this record was changed.
(YYMMDDHHSSGG)
Name of the company where person works (from
the assignment record)
3270 field assigned on creation of EXSA record.
8000 numbers are the actual student records (i.e.,
for SR count).
Code for comment.
33
Field Name
First name
Middle name
Last name
Maiden name
ID number
Home address
Business address
Home phone
Business phone
Preferred e-mail
Gender
Date of birth
Ethnicity
Race
Primary company
Primary job title
College name
Major name
Degree year
Degree type
Occupation
CEU’s
Veteran status
Business ownership
SBA client?
Field Name
Cosponsor
Category
Unit history
Global Student Data Required
Description
(including city, state, zip and country)
(including city, state, zip and country)
Male/female
Hispanic or Latino / not Hispanic and not Latino
American Indian/Alaskan Native; Asian/Asian
American; Black/African American; Native
Hawaiian/other Pacific Islander; White
Current only
Current only
Example: Agriculture and Life Sciences, Allied
Health, Business, Education, Engineering,
Environmental Studies, Human Ecology, Law,
Letters and Science, Medical School, Nursing,
Pharmacy, Veterinary Medicine
Bachelor’s, master’s doctorate, certificate or
professional
Yes/no
SBDC data required
Description
34
Training topic
Program format
Number of SCORE volunteers
assisting
Number of other volunteers
assisting
Portion of fee allotted to SBA
Portion of fee allotted to SBDC
Portion of fee allotted to SCORE
Portion of fee allotted to cosponsor
Audience code
Date
Contact date
Action
Type of action: one time, initial, follow-on,
follow-on rel, admin closure, change clt info,
change cns info.
Type
Type of business (from 1062 form): retail, service,
wholesale, manufacturing, construction, other.
Own
Business ownership options: male, female, joint
(default joint).
Client
SBA client (from 1062 form): borrower, applicant,
8 (a) client, surety bond, coc, 8 (a) & borrower, 8
(a) & surety bond, none.
Area
Area of counseling provided (from 1062 form):
bus start-up/acquisition, sources of capital,
marketing/sales, government procurement,
accounting & records, financial analysis/cost
control, inventory control, engineering r&d,
personnel, computer systems, international trade
Business liq/sale, other
Continuing Education
Program Data Requirements
Description
Field Name
Program title
Program begin date
Program end date
Program fee
Program ID
County program was offered in
UDDS of the offering academic dept
Contact hours for one student
attending the entire program
Strategic plan challenges addressed
by this program
Program status (active, canceled,
completed, closed)
35
Instructor name
Instructor affiliation
Total enrollment
Type of delivery
Total CEU’s
Student Data Requirements
Student name
Student ID number
Student address
CEU’s
Gender
Birth Date
Race/Ethnicity
Occupation
36
Appendix F
Required data conversion and system initialization
1. Describe how the system meets the following Data conversion requirements:
Convert limited set of data to formats compatible with proposed software. This set of data should
include student profile information: name, address, city, state, zip code, telephone, email address, and
interest code.
37
Appendix G
Reporting Requirements
Describe how the system meets the following Reporting requirements
In addition to the attached reports listed below, there will be a need to be able to produce ad-hoc reports by
UDDS, department, fiscal year, program, fund, monthly accounting period and session within given date
parameters. And the application should be able to handle multiple concurrent report requests.
Attached are required outputs for registration and financial management:
1. Confirmation and Invoice
a. Registration Confirmation – Acknowledge to address or Confirm to address
b. Order Confirmation - Billing address
2. Completion Report – (basic example provided) should be customizable by department
3. Attendance Certificate
4. Tent Card
5. Refund Request and letters generated – separate reports for Cash & Checks or Credit Card
a. Cash and checks
b. Credit cards
c. Letter 1
d. Letter 2
6. Program Summary – by program or by department
7. Accounts Receivable Aging Report (currently called Summary Aged Trial Balance)
8. Detail Financial Report
9. Name Tags
10. Roster
11. Grade Report
12. Closing Report
13. Daily Deposit Summary
14. Detail Daily Deposit
a. by taker
b detail
15. Wait-list Roster
16. Transcript
38
Attached are required outputs for Continuing Education Extension reporting:
17. Fiscal Year Enrollment and Program Counts
18. Program Summary by Institution and Discipline
a. By category 1
b. By category 1 & 2
19. Program Detail by Institution and Department
a. By category 1
b. By category 1 & 2
20. Demographic Summary
a. By campus and program area
b. By campus
21. Non-Credit Enrollments by Gender and Heritage
22. Registrations
a. by Campus and Program Area
b. by Campus
39
(1a) Confirmation Report
This report is used to transmit the logistical and detail information regarding the program the customer (registrant) was
registered for. This is and information report only and no action require by the customer or Registration staff. Also used
for the customer the review information for accuracy. Include information financial information only.
40
(1b) Confirmation Report
This report is used to transmit financial information to the customer (Buyer or Billing contact). Contains order based
information and detail billing/balance information and a remittance stub portion to be returned to cashiers office.
41
(2) Completion Report
University of Wisconsin - Extension
LOGO
Grants this
Completion Report to
Prefix Firstname MI Lastname, Suffix, credentials
Program Name
Begin date – End date
X-Satisfactory (attendance requirement only)
CEU*EARNED: 1.2
A congratulation and explanation statement goes here and needs to be customizable by partition. A lot more text will fit
in this area for additional lines.
Name of registrar
Name of department
Address of department
Address city, state zip
Generic official certificate identifying registrant’s status and awarded CEUs in a program. Departments may give
customized certificate with same information in a branded format for the department.
42
University of Wisconsin-Madison
College of Engineering
The Department of Engineering Professional Development
proudly presents this award for
educational achievement to
First_Name MI.NAME Last, Suffix
for successful completion of
(3) Attendance certificate
Long_Title
Start_Date, Start_Date - End_Date
(Will need a generic certificate)
EN
T
43
(4) Tent Card
Name tents are used to display and identify registrants/resources in a program while at their seats. These are typically
displayed on the table where the customer is seated.
44
August 01,
Tuesday,
2006
UNIVERSITY OF WISCONSIN
09: 05am
- EXTENSION
Page:
CHECKS AND CASH REFUND REQUEST
1
User: PFG
FOR 07/12/06
Fiscal Year 07
FND ACCT R. CD ORDER# REFUND TO
Company Info
Pay
YR UDDS
PGM# PAY
Type
132 0000 9160 890432 L.P. JOHNSON
(NET OF TAX)
!L.P. JOHNSON
ADJ
07 A865300 4033 ADJ
L.P.
JOHNSON
CKP
CKP
2703 COUNTRY CLUB RD
ADJ
ADJ
RFD
RFD
! YVONNE NELSON
CKP
07 A930180 SR01 CKP
! YVONNE NELSON
YVONNE L. NELSON
CKC
CKC
C/O
C/O
ADJ
ADJ
RFD
RFD
1101 DELBEAN ST
ADJ
ADJ
VIROQUA, WI 54665
RFD
RFD
!L.P JOHNSON
.
2703 COUNTRY CLUB RD
INCOME
0.00
TAX
REFUND
(9990)
0.00
AMOUNT
50.00
ROCKFORD, IL 61103
ROCKFORD, IL 61103
136 0000 9150 868281 YVONNE NELSON
HOLLY NELSON
1101 DELBEAN ST
HOLLY NELSON
-65.00
0.00
65.00
-65.00
0.00
115.00
VIROQUA, WI 54665
(5) Refund Request
(a) Cash & Checks
45
July 31, 2006
1
Page: User:
UNIVERSITY OF WISCONSIN - EXTENSION
CREDIT CARDS REFUND REQUEST
FOR 07/12/06
Monday, 11:01am
Fiscal Year 07
FND ACCT R. CD ORDER# REFUND TO
Company Info
Pay
YR
UDDS
PFG
PGM# PAY
ROZANNE SANDRI-GOLDIN
TAX
REFUND
(NET OF TAX) (9990)
Type
128 0000 9300 858637
INCOME
07 T413400 7002 VS
UNIVERSITY OF CA-IRV
VS
UNIVERSITY OF CA-IRV
ROZANNE M. SANDRI-GOLDIN
CAN
CAN
SCHOOL OF MEDICINE
SCHOOL OF MEDICINE
RFD
RFD
-120.00
0.00
AMOUNT
120.00
MEDICAL SCIENCES I, B240
MEDICAL SCIENCES I, B240
IRVINE,
IRVINE,
CA 92697-4025
CA 92697-4025
132 0000 9160 892789 SHEVANTHI HETTIARACHCHI
! SHEVANTHI HETTIARAC
MC
07 A868100 2506 MC
! SHEVANTHI HETTIARAC
SHEVANTHI N. HETTIARACHCH CAN
CAN
6390 EVEREST DR
6390 EVEREST DR
RFD
RFD
-100.00
0.00
100.00
-220.00
0.00
220.00
MADISON, WI 53719
MADISON, WI 53719
(5) Refund Request
(b) Credit Cards
46
(5) Refund Request
(c) Letter 1
July 31, 2006
L.P. JOHNSON
2703 COUNTRY CLUB RD
ROCKFORD, IL 61103
RE: Enclosed Check
Enclosed please find a payment due you as a refund for the following
session:
REDUCED FEE $50.00
07/06/06 - 07/08/06
W07A8653004033:16Z
890432
50.00
Questions on this refund may be directed to UWEX Cashier Services at 608262-1798 or 608-262-8973 between 7:45 and 4:00 Monday through Friday.
Sincerely,
UWEX Cashier Services Department
47
(5) Refund Request
(d) Letter 2
July 31, 2006
YVONNE L. NELSON C/O
HOLLY NELSON 1101
DELBEAN ST VIROQUA, WI
54665
RE: Enclosed Check
Enclosed please find a payment due you as a refund for the following
session:
SENIOR SUMMER MUSIC CLINIC
06/25/06 - 07/01/06
W07A930180SR01
868281
65.00
Questions on this refund may be directed to UWEX Cashier Services at 608262-1798 or 608-262-8973 between 7:45 and 4:00 Monday through Friday.
Sincerely,
UWEX Cashier Services Department
48
Header
________________________________________________________________________________________________________________
Page of Pages
date time stamp
PROGRAM SUMMARY REPORT
FY:
Department:
Account:
Fund:
Program:
Project:
________________________________________________________________________________________________________________
Body
Program/
Program Title/
Status
Dates
Uniqe Total Can
Wait Instr
Paid
Billed
Total Rev
Sess/Prod
Session Title/Product Title
Reg Reg
---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Prgm #
title of Program here
Active
start dt –
##
## ##
##
##
$0,000.00 $0,000.00 $0,000.00
end dt
Sess
title of Session here
Sess
title of Session here
Sess
title of Session here
Prod
title of Product here
start dt –
end dt
start dt –
end dt
start dt –
end dt
Active
##
##
N/A
N/A
N/A
##
##
N/A
N/A
N/A
##
##
N/A
N/A
N/A
$0,000.00
$0,000.00
$0,000.00
##
##
--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Sub Prgm #
title of Sub-Program here
Sess
title of Session here
Sess
title of Session here
Active
Dates
Gen
##
start dt –
end dt
start dt –
end dt
## ##
##
$0,000.00
$0,000.00
$0,000.00
##
##
N/A
N/A
N/A
##
##
N/A
N/A
N/A
Roll up Program Grand totals
##
$00,000.00 $00,000.00 $00,000.0
(6) Program Summary
Report is used to determine the success of a program and gives counts and summary revenue totals.
49
Header
____________________________________________________________________________________
Page of Pages
Date time
ACCOUNTS RECEIVABLE AGING REPORT
As Of mm/dd/ccyy
Department #:
Order #
Body
Name (cont ID)/Prg #
--Remaining balance due-1-30 31-60 61-90 91-120 121+
Date
0
mm/dd/ccyy
0.00
0.00
0.00
0.00
0.00
0.00
mm/dd/ccyy
0.00
0.00
0.00
0.00
0.00
0.00
mm/dd/ccyy
0.00
0.00
0.00
0.00
0.00
0.00
mm/dd/ccyy
0.00
0.00
0.00
0.00
0.00
0.00
mm/dd/ccyy
0.00
0.00
0.00
0.00
0.00
0.00
mm/dd/ccyy
0.00
0.00
0.00
0.00
0.00
0.00
mm/dd/ccyy
0.00
0.00
0.00
0.00
0.00
0.00
mm/dd/ccyy
0.00
0.00
0.00
0.00
0.00
0.00
Lastname, firstname MI(###)
####
Program short number
####
Program short number
mm/dd/ccyy
mm/dd/ccyy
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Lastname, firstname MI(###)
####
Program short number
mm/dd/ccyy
0.00
0.00
0.00
0.00
0.00
0.00
Grand total for DeptXYZ
$0,000.00
0.00
0.00
Org name here (Org ###)
#####
Lastname, firstname MI (###)
Program short number
###
Lastname, firstname MI(###)
Program short number
#######
Lastname, firstname MI(###)
Program short number
#####
Lastname, firstname MI(###)
Program short number
Org name here(Org ###)
#####
Lastname, firstname MI(###)
Program short number
Org name here(Org ###)
####
Lastname, firstname MI(###)
Program short number
####
Lastname, firstname MI(###)
Program short number
####
Lastname, firstname MI(###)
Program short number
0.00
0.00
0.00
0.00
(7) Accounts Receivable Aging Report
Purpose is to identify AR and the category of time they are aged by. Typically in 30 day increments. Informational
about overall picture of department or school and allow for any required follow-ups..
50
(8) Detail Financial Report
Financial Transaction Detail
Transaction Date(s): mm/dd/yy – mm/dd/yy
ID
Fiscal year
Department
Account
Date
####
####
####
YYYY
YYYY
YYYY
######
######
######
A######-###-#-#### mm/dd/yy
A######-###-#-#### mm/dd/yy
A######-###-#-#### mm/dd/yy
####
####
####
YYYY
YYYY
YYYY
######
######
######
A######-###-#-#### mm/dd/yy
A######-###-#-#### mm/dd/yy
A######-###-#-#### mm/dd/yy
####
####
####
YYYY
YYYY
YYYY
######
######
######
A######-###-#-#### mm/dd/yy
A######-###-#-#### mm/dd/yy
A######-###-#-#### mm/dd/yy
####
####
####
YYYY
YYYY
YYYY
######
######
######
A######-###-#-#### mm/dd/yy
A######-###-#-#### mm/dd/yy
A######-###-#-#### mm/dd/yy
####
YYYY
######
A######-###-#-#### mm/dd/yy
####
####
####
YYYY
YYYY
YYYY
######
######
######
Type
Pay Method
Payment Check
Payment Check
Account
Distribution
Payment Credit Card
Payment Check
Account
Distribution
Payment Check
Payment Credit Card
Payment Credit Card
Net Payment
Payment Credit Card
Payment Check
Account
Distribution
Account
Distribution
Net Payment
Amount
$000.00
$000.00
$000.00
$000.00
$000.00
$000.00
$000.00
$000.00
$000.00
$0,000.00
$000.00
$000.00
$000.00
$000.00
.
$0,000.00
A######-###-#-#### mm/dd/yy
A######-###-#-#### mm/dd/yy
A######-###-#-#### mm/dd/yy
Payment Check
$000.00
Payment Check
$000.00
Account
$000.00
Distribution
####
YYYY
######
A######-###-#-#### mm/dd/yy Account
$000.00
Distribution
####
YYYY
######
A######-###-#-#### mm/dd/yy Account
$000.00
Distribution
####
YYYY
######
A######-###-#-#### mm/dd/yy Payment Cash
$000.00
####
YYYY
######
A######-###-#-#### mm/dd/yy Payment Check
$000.00
Net Payment
$0,000.00
______________________________________________________________________________________
Date time stamp
page of pages
51
University of Wisconsin
University of Wisconsin
JAMES L
EHLERS, APNP
WANDA M.
MARSHALL, ARNP
BLANK CHilDREN'S HOSPITAL
DES MOINES, IA
UW-WHITEWA TER
ElKHORN, WI
JEFFREY W.
MUELLER, PA-C
TEST
REGISTRATION, R.N.
GUNDERSON lUTHERAN CLINIC
WHITEHAll, WI
UW HOSPITAL & CLINICS
MADISON, WI
(9) NAME TAGS Name tags are used to display on custom
identify registrants/resources in a program.
Name Tags/Badges
PFG
52
W06A8653004030
SPORTS MEDICINE SYMPOSIUM
(10) Roster
The roster is a listing of participants in a program. This may/will include registrants and resources.
53
(11) Grade Report
The Grade report is used to transmit completed registrations CEUs (or other credits) awarded at the end of a program.
This may include a grade for those programs that generate grades for completion of the program. May be used to
communicate adjustments to CEUs or grades by individual departments.
54
Header
___________________________________________________________________________________
Page of Pages
date time stamp
PROGRAM CLOSING REPORT
Program Name
Program Number
Dates General
Program Resource (program director)
Location
Registrations:
Resource:
Cancelled/Transfer outs:
Totals:
Offering/s
Unit Price
Count
Revenue
-----------------------------------------------------------------------------------------------------------------------------Program A
Offering A
$00.00
##
$000.00
Offering W
$00.00
##
$000.00
Offering B
$00.00
##
$000.00
Offering A
$00.00
##
$000.00
Product C
Offering C
$00.00
##
$000.00
Offering D
$00.00
##
$000.00
Product B
Offering E
$00.00
##
$000.00
Offering F
$00.00
##
$000.00
---------------------------------------------------------------------------------------------------------------------------Total Revenue:
$0,000.00
Total Revenue Paid
Balance Due:
$0,000.00
$000.00
Purpose of report is to bill department/s and convey totals for a program/s after close.
(12) Closing Report
This is a final summary of the enrollments + cancellations + staff + no shows + revenue paid + accounts receivable
55
Financial Transaction Summary
Transaction Date(s): mm/dd/yy – mm/dd/yy
Fiscal year
Department
Account
Transaction Type
Amount
.
Fiscal CCYY
######1
A######-###-#-####
Net Distribution
Net Payment
Net total for Financial Account
$0,000.00
$0,000.00
____________
$00,000.00
A######-###-#-####
Net Distribution
Net Payment
Net total for Financial Account
Net total for Dept
$0,000.00
$0,000.00
____________
$00,000.00
$00,000.00
Fiscal CCYY
######2
A######-###-#-####
Net Distribution
Net Payment
Net total for Financial Account
Net total for Dept
Net total for FY
$0,000.00
$0,000.00
____________
$00,000.00
$00,000.00
$00,000.00
Grand Total
Net total of all Fin Accounts
$000,000.00
____________________________________________________________________________________
Date time stamp
page of pages
Report used by staff to make adjustments/entries of monies and funding sources into SFS.
(13) Daily Deposit Summary
(Used by the cashier’s office only)
56
(14a) Daily Deposit Summary by Taker
Used to balance each day & to prepare deposit for cashier
Used to balance at the end of a cycle the monies/charges taken in and the monies applied to orders.
57
Financial Transaction Detail
Transaction Date(s): mm/dd/yy – mm/dd/yy
ID
Fiscal year
Department
Account
Date
####
####
####
YYYY
YYYY
YYYY
######
######
######
A######-###-#-#### mm/dd/yy
A######-###-#-#### mm/dd/yy
A######-###-#-#### mm/dd/yy
####
####
####
YYYY
YYYY
YYYY
######
######
######
A######-###-#-#### mm/dd/yy
A######-###-#-#### mm/dd/yy
A######-###-#-#### mm/dd/yy
####
####
####
YYYY
YYYY
YYYY
######
######
######
A######-###-#-#### mm/dd/yy
A######-###-#-#### mm/dd/yy
A######-###-#-#### mm/dd/yy
####
####
####
YYYY
YYYY
YYYY
######
######
######
A######-###-#-#### mm/dd/yy
A######-###-#-#### mm/dd/yy
A######-###-#-#### mm/dd/yy
####
YYYY
######
A######-###-#-#### mm/dd/yy
####
####
####
YYYY
YYYY
YYYY
######
######
######
Type
Pay Method
Payment
Payment Check
Account
Distribution
Payment Credit Card
Payment Check
Account
Distribution
Payment Check
Payment Credit Card
Payment Credit Card
Net Payment
Payment Credit Card
Payment Check
Account
Distribution
Account
Distribution
Net Payment
Amount
Check
$000.00
$000.00
$000.00
$000.00
$000.00
$000.00
$000.00
$000.00
$000.00
$0,000.00
$000.00
$000.00
$000.00
$000.00
.
$0,000.00
A######-###-#-#### mm/dd/yy
A######-###-#-#### mm/dd/yy
A######-###-#-#### mm/dd/yy
Payment Check
$000.00
Payment Check
$000.00
Account
$000.00
Distribution
####
YYYY
######
A######-###-#-#### mm/dd/yy Account
$000.00
Distribution
####
YYYY
######
A######-###-#-#### mm/dd/yy Account
$000.00
Distribution
####
YYYY
######
A######-###-#-#### mm/dd/yy Payment Cash
$000.00
####
YYYY
######
A######-###-#-#### mm/dd/yy Payment Check
$000.00
Net Payment
$0,000.00
______________________________________________________________________________________
Date time stamp
page of pages
Detail list of individual transaction that occur in a time period. Used to investigate reconciliation issues discovered
during reconciliation.
(14b) Detail Daily Deposit
Daily Batch
58
This report is used to determine potential registrants who were unable to register typically do to program limits. As
registrants cancel a cancel and open seats contacts on wait list are contacted to determine if interest in registration based
on the order of entry onto the wait list typically. Marketing may also use this to determine if a program has an audience
for additional programs or expanding the current program.
(15) Wait List Roster
(a) Primary report
59
UW
Extension
UNIVERSITY OF WISCONSIN-EXTENSION
OFFICE OF STUDENT RECORDS 702 Langdon
Street Madison, Wisconsin 53706
TEST, NAME XXXX
TEST STREET
(16) Transcript
OFFICIAL TRANSCRIPT
08/11/2006
TEST CITY, WI
COURSE VALUE
END DATE
COURSE
TITLE
Semester
Continuing
H.S.
Credits
Ed. Unit
Credits
GRADE
- A371
MOVEMENT EXPLORATIONS DANCE
12/07/98
0.6
X
CONTINUING EDUC
HOMEOWNERSHIP EDUC.&COUNSELING TRAINING
10/21/05
3.1
X
An official report to communicate programs/CEUs for a contact, that they have completed.
60
-
Transcript definitions on reverse side.
13:50 Tuesday, November 18, 2003
MXTRS265/XTRS0265 (1)
FISCAL 2002 ENROLLMENT AND PROGRAM COUNTS
PROGRAM
DISCIPLINE
NUMBER
ENROLLED
OF
CONTACT
HOURS
INSTRUCTIONAL
HOURS
61
3
o
o
ADULT DEVELOPMENT
920
51
428
6,624
ALLIED HEALTH & THERAPEUTIC SCIENCE
829
41
497
8,446
ARCHITECTURE & URBAN PLAN
144
21
39
3
10,651
529
5,855
119,299
BUSINESS & MANAGEMENT
2,981
277
2,634
31,130
BUSINESS AND INDUSTRY
1,171
62
615
11,740
BUSINESS OUTREACH
8,837
422
3,581
72,693
CHILD & YOUTH CARE LRNG CTR
420
15
2,842
57,912
CONSUMER AFFAIRS
761
17
13
283
CONT LEGAL EDUCATION
2,566
38
263
21,070
CONT MEDICAL EDUCATION
6,198
48
523
66,661
CONTINUING PROFESSIONAL EDUCATION
1,964
41
83
5,377
776
33
265
2,649
EDUCATION
14,233
218
2,175
138,411
ENG PROFESSIONAL DEV
15,621
415
10,123
1,480
91
1,442
24,637
456
45
806
8,363
GOVERNMENTAL AFFAIRS
1,867
80
679
14,431
HEALTH & HUMAN SERVICES
4,343
85
646
43,220
JASON
7,435
66
2,546
26,432
42,892
1,986
23,910
439,387
1,118
28
710
18,30.1
3
1
o
o
4,794
233
4,509
273
20
264
ADMINISTRATION
ARTS DEVELOPMENT & FINE ARTS
CRIMINAL JUSTICE
ENGINEERING
ENGLISH SECOND LANGUAGE
LIBERAL STUDIES
LIBRARY & INFORMATION STD
LIBRARY SCIENCE
MANAGEMENT INSTITUTE
NATURAL RESOURCES
61
I
NUMBER
PROGRAMS
1
763
(17) Fiscal Year Enrollment
and Program Counts
1,482,847
95,319
3,568
MXTRSF96
10/17/05
--
XTRSF96B
(1)
PAGE 1
UNIVERSITY OF WISCONSIN-REPORT OF CONTINUING EDUCATION PROGRAMS
(CATEGORY 1 ONLY)
JULY 1, 2004
-
JUNE 30, 2005
SUMMARY BY INSTITUTION
PROGRAM
DISCIPLINE
INSTITUTION
UW COLLEGES
UW EAU CLAIRE
UW EXTENSION
# OF
PROGRAMS
54 LIBERALSTUDIES
/BARABOO
54 LIBERALSTUDIES
/BARRON
54 LIBERALSTUDIES
/FOND DU LAC
54 LIBERALSTUDIES
/FOX VALLEY
54 LIBERALSTUDIES
/MANITOWOC
54 LIBERALSTUDIES
/MARATHON
54 LIBERALSTUDIES / MARINETTE
54 LIBERALSTUDIES
/MARSHFIELD
54 LIBERALSTUDIES
/RICHLAND CENTER
54 LIBERALSTUDIES
/ROCK
54 LIBERALSTUDIES
/SHEBOYGAN
54 LIBERALSTUDIES / WASHINGTON
54 LIBERAL STUDIES / WAUKESHA
06
16
24
52
54
FOR
06
16
50
54
78
22,123
1,695
567
990
451
4,924
INSTITUTION TOTAL
95
9
21
20
187
-----332
WORKERS
102 6
BUSINESS OUTREACH
EDUCATION
GOVERNMENTAL AFFAIRS
LIBERAL STUDIES
CONTINUING PROFESSIONAL EDUCATION
INSTITUTION TOTAL
UW LA CROSSE
06
16
52
54
---------
1,211
INSTITUTION TOTAL
UW GREEN BAY
------
925
714
2,066
1,946
1,975
3,409
2,492
1,761
2,383
562
2,193
934
763
INSTITUTION TOTAL
BUSINESS OUTREACH
EDUCATION
NURSING
HEALTH & HUMAN SERVICES
LIBERAL STUDIES
56 SCHOOL
92 SBDC
68
65
117
145
91
204
55
120
90
16
86
48
106
INSTRUCTIONAL
ENROLLMENT HOURS
BUSINESS OUTREACH
EDUCATION
HEALTH & HUMAN SERVICES
LIBERAL STUDIES
-----108
48
20
20
17
16
------
---------
14,183
944
88
189
91
3,985
---------
8,627
5,296
3,073
716
2,004
62
7,667
3,727
22,826
37,909
19,001
38,311
114,889
6,750
30,253
9,860
30,345
6,240
8,692
---------
336,470
13,852
3,646
7,650
2,010
81,376
--------108,534
3,789
2,066
67,296
1,832
--------69,128
842
160
669
638
1,276
576
129
374
106
99
8,639
698
12,155
2,656
9,360
---------
---------
---------
---------
---------
121
3,585
1,284
33,508
44
972
686
842
3,009
374
162
395
563
5,496
5,020
10,466
30,382
--------51,363
14
62
31
69
------
INSTITUTION TOTAL
---------
423
983
1,221
1,853
836
2,523
1,569
631
918
217
1,255
389
1,366
CONTACT
HOURS
158
---------
5,509
---------
1,494
(18) Program Summary by Institution and Discipline
(a.) by category 1
MXTRSF96-XTRSF96B (I-INTERNAL USE)
10/17/05
UNIVERSITY OF WISCONSIN-REPORT OF CONTINUING EDUCATION PROGRAMS
(INCLUDES CATEGORIES 1 & 2)
JULY 1, 2004 - JUNE 30, 2005
SUMMARY BY INSTITUTION
INSTITUTION
UW COLLEGES
54
R4
R5
R6
R7
R8
R9
RA
RB
RC
RD
RE
RF
RG
PROGRAM
DISCIPLINE
# OF
PROGRAMS
LIBERAL STUDIES
UWC CE PROG-RICHLAND CTR
UWC CE PROG-MARSHFIELD
UWC CE PROG-MANITOWOC
UWC CE PROG-FOND DU LAC-CT
UWC CE PROG-BARABOO
UWC CE PROG-FOX VALLEY
UWC CE PROG-WAUKESHA
UWC CE PROG-WAUKESHA
UWC CE PROG-SHEBOYGAN
UWC CE PROG-ROCK
UWC CE PROG-WASHINGTON
UWC CE PROG-BARRON
UWC CE-PROG-MARATHON
1,211
22
40
4
57
23
4
11
1
4
2
7
13
1
-----1,400
INSTITUTION TOTAL
UW EAU CLAIRE
06
16
24
52
54
BUSINESS OUTREACH
EDUCATION
NURSING
HEALTH & HUMAN SERVICES
LIBERAL STUDIES
95
9
21
20
187
------
INSTITUTION TOTAL
UW EXTENSION
56 SCHOOL
92 SBDC
FOR
WORKERS
22,123
439
738
65
1,226
275
33
149
9
55
28
100
239
9
---"T-----
25,488
1,695
567
990
451
4,924
---------
INSTRUCTIONAL
HOURS
14,183
290
302
123
416
203
49
60
6
194
8
37
520
80
---------
CONTACT
HOURS
336,470
11,867
5,670
3,396
12,701
2,590
397
844
54
2,586
112
602
9,560
720
---------
387,568
16,470
944
88
189
91
3,985
---------
13,852
3,646
7,650
2,010
81,376
---------
332
8,627
5,296
108,534
102 6
3,073
716
2,004
62
67,296
1,832
------
INSTITUTION TOTAL
ENROLLMENT
PAGE 1
108
---------
3,789
---------
2,066
---------
69,128
(18) Program Summary by Institution
and Discipline
(a.) by category 1 & 2
63
96 -- XTRSF96B (2)
10/17/05
UNIVERSITY OF WISCONSIN-REPORT OF CONTINUING EDUCATION PROGRAMS
PAGE 1
(CATEGORY 1 ONLY)
JULY 1, 2004
-
JUNE 30,
2005
BY INSTITUTION
INSTITUTION
UW BARABOO
PROGRAM DISCIPLINE
54 LIBERAL STUDIES
(18) Program Detail by
Institution and Department
(a.) by category 1
,
UDDS
EVENT
SUBEVENT
PROGRAM TITLE
R15-0830 FY4
0413013
MORE MEDICAL SPANISH FOR HEALTHCARE PROFESSION
14 SAUK
FY5
FY5
FY5
0500002
0501001
0501003
8 SAUK
5 SAUK
15 SAUK
FY5
0501004
FY5
FY5
FY5
FY5
FY5
FY5
FY5
0501007
0501008
0501010
0502001
.0502002
0502003
0502004
FY5
0502005
FY5
0502006
HOPE HOUSE CONFERENCE CEU'S
THE PURSUIT OF HAPPINESS: DEVELOPING A HOLISTI
BEGINNING SPANISH
BEGINNING SPANISH
II
WEAVING WITH A HANDLOOM
HOLIDAY CARD MAKING
DRAWING FROM LIFE:
HOW TO DRAW WHAT YOU SEE
EMAIL & INTERNET BASICS
QUICKBOOKS ESSENTIALS
PUTTING QUICKBOOKS TO WORK
DO-IT-YOURSELF PAYROLL WITH QUICKBOOKS
INTRODUCTORY
WINDOWS
MORE WINDOWS
FY5
0502007
INTRODUCTORY MICROSOFT WORD
12 SAUK
FY5
0502008
MORE MICROSOFT WORD
13 SAUK
FY5
0502009
PUTTING MICROSOFT WORD TO WORK
13 SAUK
FY5
FY5
FY5
FY5
FY5
0502010
0502011
0502012
0502013
0502014
10
8
11
9
16
FY5
0502015
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5-1
FY5-1
FY5-2
FY5-2
0502016
0502017
0503001
0503002
0503004
0504001
0504002
0505001
0505002
0506001
0506002
0508001
0508003
0511001
0511004
0512001
0512002
FY5-2
0512003
FY5-2
0512004
INTRODUCTORY MICROSOFT ACCESS
MORE MICROSOFT ACCESS
INTRODUCTION TO MICROSOFT PUBLISHER
MORE MICROSOFT PUBLISHER
INTRODUCTORY MICROSOFT EXCEL
MORE MICROSOFT
EXCEL
PUTTING MICROSOFT EXCEL TO WORK
WINDOWS PROTECTION & MAINTENANCE
BIPOLAR DISORDER IN YOUTH
SPANISH FOR HEALTHCARE PROFESSIONALS
EARLY CHILDHOOD CONFERENCE
KEEPING YOUNG TALENT IN OUR BUSINESSES AND COM
QUILTS OF THE UNDERGROUND RAILROAD
AVOCA PRAIRIE NATURE HIKE
RIVER MUSEUM & THE MATHIAS HAM HOUSE
ED2GO
1-800-IFORGET
SPRING GREEN ELDERHOSTEL
FALL AMTRAK ELDERHOSTEL
SPANISH TOO
SAY CHEESE!
HOW TO TAKE GREAT PHOTOS
E-MAIL BASICS
ALL AROUND THE INTERNET
INTRODUCTORY
WINDOWS
MORE WINDOWS
64
ENRLMNT COUNTY
14 SAUK
10
4
14
15
15
15
14
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
6
SAUK
9
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
10 SAUK
10
13
9
10
29
16
28
15
16
11
3
41
24
5
7
7
6
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
7
SAUK
4
SAUK
MXTRS~96
10/17/05
INSTITUTION
UW BARABOO
--
XTRSF96B
(2)
PAGE 2
UNIVERSITY OF WISCONSIN-REPORT OF CONTINUING EDUCATION PROGRAMS (CATEGORY 1
ONLY)
JULY 1, 2004 - JUNE 30, 2005
BY INSTITUTION
PROGRAM DISCIPLINE
SUB EVENT
PROGRAM TITLE
R15-0830 FY5-2
0512018
INTRODUCTORY MICROSOFT ACCESS
FY5-2
FY5-2
FY5-2
FY5-2
0512019
0512020
0512021
0512022
FY5-3
0513004
FY5-3
0513 005
FY5-4
0514001
FY5-4
FY5-4
FY5-5
FY5-5
FY5-5
FY5-6
FY5-7
FY5-7
FY5-7
FY5-9
0514003
0514004
0515002
0515003
0515004
0516001
0517001
0517002
0517004
0519001
MORE MICROSOFT ACCESS
QUICKBOOKS ESSENTIALS
PUTTING QUICKBOOKS TO WORK
DO-IT-YOURSELF PAYROLL WITH QUICKBOOKS
MAKE & TAKE CURRICULAR ADAPTATIONS FOR
SPECIAL
THE ART OF STORYTELLING
FOUNDING BROTHERS BOOK DISCUSSION AND
DOCUMENT
COVERING WISCONSIN WITH QUILTS: A WISCONSIN Q
DEVASTATION IN THE COUNTRYSIDE:
PEOPLE OF HA
PHANTOM OF THE OPERA
MAZO BOTTOMS HIKE
PEWIT'S NEST HIKE
ED2GO ONLINE COURSES
UDDS
54 LIBERAL STUDIES
EVENT
COLLEGE FOR KIDS
COLLEGE FOR KIDS
-
BARABOO
REEDS BURG
BLOOMS DAY CELEBRATION
HERBAL ALLIES FOR THE BODY SYSTEMS
ENRLMN
T
8
6
14
12
7
SAUK
SA UK
SAUK
SAUK
2
SAUK
9
SAUK
8
SAUK
12
11
35
16
16
16
72
52
2
41
-------
DEPT. TOTAL
# OF PROGRAMS
68
925
DISCIPLINE TOTAL
# OF PROGRAMS
68
925
CAMPUS.
TOTAL
# OF PROGRAMS
68
925
(18) Program Detail by
Institution and Department
(a.) by category 1
(continued)
65
COUNT
Y
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
_ MXTRBF96-XTRSF96B (2-INTERNAL USE)
10/17/05
PAGE 1
UNIVERSITY OF WISCONSIN-REPORT OF CONTINUING EDUCATION PROGRAMS (INCLUDES
CATEGORIES 1 & 2)
JULY 1, 2004
-
JUNE 30, 2005
BY INSTITUTION
INSTITUTION
UW COLLEGES
PROGRAM DISCIPLINE
54 LIBERAL STUDIES
(18) Program Detail by
Institution and Department
(a.) by category 1 & 2
UDDS EVENT
R15-0830
FY4
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5
FY5-1
FY5-1
FY5-2
FY5-2
FY5-2
FY5-2
FY5-2
FY5-2
FY5-2
FY5-2
FY5-2
FY5-2
FY5-2
FY5-2
SUB EVENT
66
0413013
0500002
0501001
0501003
0501004
0501007
0501008
0501010
0502001
0502002
0502003
0502004
0502005
0502006
0502007
0502008
0502009
0502010
0502011
0502012
0502013
0502014
0502015
0502016
0502017
0503001
0503002
0503004
0504001
0504002
0505001
0505002
0506001
0506002
0508001
0508003
0511001
0511004
0512001
0512002
0512003
0512004
0512005
0512006
0512007
0512008
0512009
0512010
0512013
0512016
PROGRAM TITLE
MORE MEDICAL SPANISH FOR HEALTHCARE PROFESSION
HOPE HOUSE CONFERENCE CEU'S
THE PURSUIT OF HAPPINESS: DEVELOPING A HOLISTI
BEGINNING SPANISH
BEGINNING SPANISH II
WEAVING WITH A HANDLOOM
HOLIDAY CARD MAKING
DRAWING FROM LIFE: HOW TO DRAW WHAT YOU SEE
EMAIL & INTERNET BASICS
QUICKBOOKS ESSENTIALS
PUTTING QUICKBOOKS TO WORK
DO-IT-YOURSELF PAYROLL WITH QUICKBOOKS
INTRODUCTORY WINDOWS
MORE WINDOWS
INTRODUCTORY MICROSOFT WORD
MORE MICROSOFT WORD
PUTTING MICROSOFT WORD TO WORK
INTRODUCTORY MICROSOFT ACCESS
MORE MICROSOFT ACCESS
INTRODUCTION TO MICROSOFT PUBLISHER
MORE MICROSOFT PUBLISHER
INTRODUCTORY MICROSOFT EXCEL
MORE MICROSOFT EXCEL
PUTTING MICROSOFT EXCEL TO WORK
WINDOWS PROTECTION & MAINTENANCE
BIPOLAR DISORDER IN YOUTH
SPANISH FOR HEALTHCARE PROFESSIONALS
EARLY CHILDHOOD CONFERENCE
KEEPING YOUNG TALENT IN OUR BUSINESSES AND COM
QUILTS OF THE UNDERGROUND RAILROAD
AVOCA PRAIRIE NATURE HIKE
RIVER MUSEUM & THE MATHIAS HAM HOUSE
ED2GO 11 1-800-IFORGET 3
SPRING GREEN ELDERHOSTEL
FALL AMTRAK ELDERHOSTEL
SPANISH TOO
SAY CHEESE! HOW TO TAKE GREAT PHOTOS
E-MAIL BASICS
ALL AROUND THE INTERNET
INTRODUCTORY WINDOWS
MORE WINDOWS
INTRODUCTION TO MICROSOF~ WORD
MORE MICROSOFT WORD
PUTTING MICROSOFT WORD TO WORK
INTRODUCTORY MICROSOFT EXCEL
MORE MICROSOFT EXCEL
PUTTING MICROSOFT EXCEL TO WORK
INTRODUCTORY MICROSOFT POWERPOINT
INTRODUCTORY MICROSOFT PUBLISHER
ENRLMNT
14
8
5
15
14
10
4
14
15
15
15
14
6
9
12
13
13
10
8
11
9
16
10
10
13
9
10
29
16
28
15
16
41
24
5
7
7
6
7
4
10
8
5
10
9
8
9
6
COUNTY
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
SAUK
UNIVERSITY OF WISCONSIN-CONTINUING EDUCATION
UNDUPLICATED COUNT BY CAMPUS AND PROGRAM AREA
(DOES NOT INCLUDE SUMMARY OR CATEGORY 2 PROGRAMS)
JULY 1, 2002 - JUNE 30, 2003
~.
13:25 Tuesday, November 18, 2003
MXTRS450/XTRS0451
CAMPUS=UW EAU CLAIRE AREA=BUSINESS AND INDUSTRY
------------
The FREQ Procedure
Table of GENDER by RACE_ETH
GENDER
RACE_ETH
Frequency |
Percent
| HISP/LAT|WH/OTH |X-UNKNWN| Total
--------- --+------------------------------+
FEMALE
MALE
UNKNWN
Total
|
0 |
1
12
13
0.00 |
|
1. 59
19.05
20.63
+ ---------+--------+--------+
|
20
|
0 |
0
20
|
31.75 | 0.00 |
0.00
31.75
+----------+--------+ ----- -|
0 |
1 |
29 |
30
|
0.00 |
1.59 | 46.03 | 47.62
---+ ------- + ------- +
33
1
63
29
52.38
1. 59
100.00
46.03
Table of GENDER by AGE
GENDER
!
AGE
Frequency|
Percent
|B-18_34 |C-35_49 |D-50_64 |F-UNKNWN| Total
----+--------+
FEMALE |
6 |
5 |
2 |
0 |
13
|
9.52 |
7.94 |
3.17 |
0.00 | 20.63
---------+--------+--------+--------+--------+
MALE
|
6 |
7 |
7 |
0 |
20
|
9.52 | 11.11 | 11.11 |
0.00 | 31.75
---+--------+
UNKNWN
|
1 |
0 |
0 |
29 |
30
| 1. 59 |
0.00 I
0.00 | 46.03 | 47.62
-------+--------+
Total
13
12
9
29
63
20.63
19.05
14.29
46.03 100.00
67
(20) Demographic Summary
(a) by campus and program area
UNIVERSITY OF WISCONSIN-CONTINUING EDUCATION
TOTAL ENROLLMENT BY CAMPUS (UNDUPLICATED) (DOES NOT
INCLUDE SUMMARY OR CATEGORY 2 PROGRAMS)
JULY 1, 2002 - JUNE 30, 2003
11:57 Tuesday, November 18, 2003
2
MXTRS450/XTRS0450-B
------------
CAMPUS=UW
CLAIRE
------
EAU
The FREQ Procedure
Table of GENDER by RACE_ETH
GENDER
RACE_ETH
Frequency|
Percent | AFRAMER | AMEIND | ASIAN
FEMALE
MALE
UNKNWN
|
|
| HISP/LAT|WH/OTH
| X UNKNWN |
I
6 |
10 |
22 | 1431 |
1025 |
|
11|
0.27 |
0.15 |
0.25 |
0.54 I 35.36 | 25.33 |
----+--------+--------+--------+--------+--------+
4
|
1 |
6 |
7 |
438 |
338 |
0.10 |
0.02 |
0.15 |
0.17 | 10.82 |
8.35 |
-----+--------+--------+--------+--------+
|
0 |
|
18.48
0.77
14 |
794
19.62
0.00 |
0.02 |
0.00 | 0.05 |
0.35 | 18.06 |
---------+--------+--------+--------+--------+--------+--------+
Total
15
8
16
31
1883
2094
0.40
2
61.90
748
0.20
0 |
2505
731 |
0.37
1 |
Total
46.53
51. 74
4047
100.00
Table of GENDER by AGE
GENDER
AGE
Frequency
Percent
|A-UNDR18|B-18_34 |C-35_49 |D-50_64 |E-OVER65|F-UNKNWN| Total
-------+--------+--------+
FEMALE | 194
|
379 |
673 | 349 |
319 |
591 | 2505
4.79 |
9.36 | 16.63 | 8.62 |
7.88 |
14.60 | 61. 90
-----+
MALE
|
156 |
188 |
163 |
103 |
90 |
94 |
794
3.85 |
4.65 |
4.03 | 2.55 |
2.22 |
2.32 |
19.62
----+--------+--------+--------+--------+--------+
UNKNWN |
o |
1 |
12 |
4
|
1 |
730 |
748
0.00 |
0.02 |
0.30 | 0.10 |
0.02 | 18.04 |
18.48
------+
Total
350
568
848
456
410
1415
4047
8.65
14.04
20.95 11. 27
10.13
34.96
100.00
68
(20) Demographic
Summary
(b) by campus
11/18/03
GENDER
MALE
FEMALE
UNKNOWN
PAGE
UNIVERSITY OF WISCONSIN-CONTINUING EDUCATION FISCAL
YEAR JULY 1, 2002 - JUNE 30, 2003
NON-CREDIT ENROLLMENTS
(DOES NOT INCLUDE CATEGORY 2 PROGRAMS)
MXTRS385/XTRS0385
ENROLLMENTS
%
HERITAGE
21,005
12.50
BLACK
39,717
107,420
23.62
63.88
ASIAN
INDIAN
HISPANIC
WHITE
UNKNOWN
ENROLLMENTS
%
1,203
0.72
1,240
623
943
40,150
123.983
0.74
0.38
0.56
23.88
73.74
(21) Non-credit Enrollments by Gender and Heritage
69
1
11/18L03
UNIVERSITY OF WISCONSIN-CONTINUING EDUCATION
TOTAL REGISTRATIONS BY CAMPUS AND PROGRAM AREA
(NO CATEGORY 2 PROGRAMS)
FISCAL JULY 1, 2002 - JUNE 30, 2003
MXTRS455/XTRS0455-C
LIBERAL STUDIES
UW BARABOO
GENDER
MALE
FEMALE
UNKNOWN
COUNT
0
0
1,835
1,835
%
0.00
0.00
100.00
100.00
RACE_ETH
COUNT
AFRAMER
ASIAN
AMEIND
HISP/LAT
WH/OTH
UNKNOWN
0
0
0
0
0
1,835
0.00
0.00
0.00
0.00
0.00
100.00
%
1,835
100.00
AGE
UNDER18
18-34
35-49
50-64
OVER65
UNKNOWN
COUNT
0
0
0
0
0
1,835
------1,835
(22) Registrations
(a) by campus and program area
70
%
0.00
0.00
0.00
0.00
0.00
100.00
100.00
11/18/03
UNIVERSITY OF WISCONSIN-CONTINUING EDUCATION
TOTAL REGISTRATIONS BY CAMPUS
(NO CATEGORY 2 PROGRAMS)
FISCAL
JULY 1, 2002 - JUNE 30, 2003
MXTRS455/XTRS0455-B
UW COLLEGES
GENDER
COUNT
%
RACE_ETH
MALE
FEMALE
UNKNOWN
2,582
3,726
10,552
15.32
22.10
62.58
AFRAMER
ASIAN
AMEIND
HISP/LAT
WH/OTH
UNKNOWN
16,860
100.00
COUNT
14
72
9
54
4,510
12,201
-----16,860
%
0.08
0.42
0.06
0.32
26.74
72.36
-----99.98
AGE
UNDER18
18-34
35-49
50-64
OVER65
UNKNOWN
COUNT
%
3,666
300
900
659
190
11,145
---16,860
21.74
1.78
5.34
3.90
1.12
66.10
99.98
(22) Registrations
(b) by campus
71