Assessment Management Platform

The vendor required to provide assessment management platform SaaS software must include components for clinical and field experience management, curriculum management, compliance document management, and contract management.
- The platform should simplify document management for students and staff, including collection and tracking.
- Clinical education management
•    Gather placement availability by sending platform-generated slot request emails to clinics, allowing them to provide their availability directly into the platform via an email link. 
•    Collect placement preferences from students and share available placement slots with students.
•    Include the ability to gather students’ placement preferences without disclosing available placement slots
•    Provide students with tools to research and make informed decisions on placements and submit their preferences from any web-enabled device. 
•    Must include the ability to turn this feature on/off. 
•    Make preliminary placements and changes before placements go live
o    Must include the ability to share preliminary placements.
•    Communicate and confirm placements using platform-generated emails to exchange information between students and assigned clinics, including contact information, documents, and clearance requirements
o    Must include the ability to turn this feature on/off. 
o    Must include visibility into recipient engagement metrics such as confirmation of email receipt, email opens, and link clicks.
•    Track assessments and assignments, collect standard forms, and log clinic assessments and student performance. 
•    Tracking capabilities will include access to a color-coded, single-page report that displays the completion status of all students, including embedded comments—providing one-click visibility into progress across the board. 
•    Report should include export capabilities. 
•    Extract data from the platform for accreditation and strategic planning. 
•    Extracted data will be in a format compatible with excel to enable advanced analysis through pivot tables and other tools for accreditation and strategic planning purposes.
- Curriculum management
•    Create a mapping structure to ensure mapping to appropriate accreditation standards or individual strategic plans. 
•    Assign standards to course objectives and provide relevant details including assessment methods, curricular threads, and levels of learning for each. 
•    Analyze the mapping structure via platform reports to identify any misalignments or gaps in curriculum. 
•    Update the curriculum to address such misalignments or gaps. 
•    Updates will be entered through a university upstate designee or via the SaaS support team.
- Compliance documentation
•    Abide by compliance program requirements using platform templates based on guidelines of the centers for disease control and prevention, or prepare custom templates, along with guidelines and sample documentation for students and clinic faculty. 
•    Collect and track receipt of compliance documents via email or platform notifications. 
•    Must enable the collection and tracking of compliance document submissions to include visibility into recipient engagement metrics such as confirmation of email receipt, email opens, and link clicks. 
•    Receive real-time updates of compliance status on visual dashboards, along with auto-reminders for soon-to-expire documents. 
•    Reminders should be sent via email and platform notifications. 
•    Share selected documents and profiles with outside shareholders subject to appropriate consent.
- Contract tracking and sharing
•    Generate contract templates. 
•    Track contract negotiation status via routing checklist with dates of completion and notes for each step, as well as tracking of drafts with notes. 
•    Provide the ability to export all contract tracking data—including checklist progress, completion dates, draft versions, and notes—into a well-structured, easy-to-read excel report. 
•    Easily share contracts with appropriate university departments and programs via platform-generated emails. 
•    Receive automated renewal reminders via email and platform notifications.

- Contract Period/Term: 1 year
- Non-Mandatory Pre-Proposal Conference Date: February 17, 2026
- Questions/Inquires Deadline: February 17, 2026