Learning Management System

The Vendor is required to provide learning management system (LMS) and associated implementation services.
- Functional requirements
1. Course management
•    Course can be flagged as required or optional.
•    In-person and online- asynchronous course modality designations.
•    Asynchronous-online, or hybrid and blended course modality designations.
•    Support export of attendance and registration rosters.
•    Support learner and employee badge scan for in-person attendance.
•    Awarding of learner badges or competencies.
•    Manager organizational internal training request process.
•    Automatic archival or retirement of legacy courses.
2. Learner management
•    Ability for learners to track document training that occurs outside of the LMS.
•    Auto-enrollment of learners into required trainings upon expiration of current training.
•    Supervisor, instructor, LMS admin approval of requested learner training.
•    Automatic creation of waitlists with auto enrollment when spot opens (internal and external learners).
3. Course design and content
•    Existing, high-quality content that is legally compliant, accessible, and up-to-date.
•    Available course templates and easy-to-use tools to build courses.
•    Tool to survey learners on quality of training (internal and external learners).
•    Show user percentage completed of an online training as learner progresses through the course.
4. Dashboards and visualizations
•    Supervisors can view employees and department's learning progress through both group and individual employee views.
•    Supervisors and program administrators can view continuing progress toward required, expiring certifications and licensures (including professional development requirements).
•    Learners can view their assigned and completed training requirements.
•    Learners can view their certifications and licenses (when expiring, required professional development).
•    Instructors can view info about enrollment, sessions, and learner performance.
•    Employee training record viewable to individuals outside of the organization.
5. Metadata, taxonomy, audit schedule
•    Support robust and intuitive search capabilities, allowing users to easily filter and retrieve information such as: by individual, course, employee group, department, supervisor, job title or position, and learning path.
•    Reports automatically sent to supervisors of pending, expiring, lapsed training requirements. 
•    Organized and well-structured (ability to categorize, etc.), eliminate need for workarounds to reflect org structure
•    Automated training expiration and assigned training reminders to learners, supervisors, instructors, and LMS admins.
•    Ability to export reports in various formats.
6. User experience
•    Intuitive and easy-to-use user interface.
•    Single place to track all employee training, learning and professional development
•    Navigation for learners using assistive technologies.
•    Interface available in multiple languages.
•    Clear, user-friendly onboarding and instructional materials for getting started user navigation.
•    Mobile app for cell phones, tablets, etc.
•    Excellent support from vendor. 
•    Predictability of future software updates.
•    Registration method for external learners and customers. 
•    Coupon codes and free course taking options for external customers.
7. Tracking compliance and regulatory training
•    Hazard and safety training content available.
•    Training record by employee, by course.
•    Training record by employee, by competency.
•    Tracking of required licensures or certifications for specific positions, as well as cert and training requirements and expiration.
8. Data review and reporting
•    Report templates are easily user-configurable.
•    Customer portal allows data retrieval by customer.
•    Customer portal allows project request creation by customer.
•    Support the creation of user-defined qualifiers.
- Technical requirements    
•    Include other integrations available for HR and ERP systems.
•    Support for SCORM and XAPI content.
•    The API should support secure authentication and authorization mechanisms.
•    The API should not contain throttling and should be able to handle data throughput within five minute increments.
•    The API should support versioning for backward compatibility with data interoperable functions.
•    Support for third party tools
•    Role-based access.
•    Multifactor authentication support.
•    Support single sign-on (i.e. SAML) (internal staff).
•    Vendor access of learner data limited.
•    Include upgrades, patches and fixes in pricing. 
•    Provide an outline of recommended technical training for user groups with number of hours that would be included in the cost of the proposal, along with options for modes of delivery.
•    Ability to operate on any desktop or mobile device and support native iOS and web browser notifications for various web browsers, including google chrome, Mozilla Firefox, safari and Microsoft edge.
•    Provide service level agreement. 
•    Vendor technical resources available during PST 8:00 a.m. - 5:00 p.m.
•    The usage of https SSL and TLS 1.3 or greater will be required.
•    The API will have documentation with examples tracking all of the information outlined for data accessibility of data within the system.
•    We should be able to query the database for potential data accessibility.
•    Diagrams should be provided outlining security, data flow, and schemas for potential usage.
•    If this is a SaaS product, we will need a backup schedule with full retention and support documentation to outline data recovery functionality.
•    Should be able to support data synchronization of certain database aspects for data pulls should we decide not to use an API but instead access the database directly.
•    Should be 99.99% availability of the SLA.