NTAP E Commerce Site

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1 NTAP E Cmmerce Site Request fr Prpsal and Functinal Requirements Dcument Legal Services Natinal Technlgy Assistance Prject (NTAP) August 2009

2 Cntact: Kathleen Brckel, Executive Directr Submit RFP Respnse by August 19 t: I. Request fr Prpsals E Cmmerce Site The Legal Services Natinal Technlgy Assistance Prject (NTAP), 2118 Wilshire Blvd. #292, Santa Mnica, CA 90403, invites qualified E Cmmerce develpers t submit prpsals t develp an e cmmerce mdule fr the lsntap.rg website, in accrdance with the specificatins utlined in this prpsal. Please submit all prpsals nly via t admin@lsntap.rg. II. Infrmatin Requested Frm Prpser In rder t simplify the evaluatin prcess and btain the maximum degree f cmparisn, NTAP is requiring prspective develpers t submit prpsals in the frmat and manner prescribed by this sectin. NTAP will then review the prpsals, set up telephne interviews with qualified prspects and check references. A. Title Page and Letter f Transmittal Briefly state the prpser's understanding f the wrk t be dne and make a psitive cmmitment t perfrm the wrk within the required time perid. State the all inclusive fee fr which the wrk will be dne. (Maximum Amunt Cnsidered is $5,000). State the name(s) f the persn(s) wh will be authrized t make representatins fr the prpser, alng with the persn's title, address, and telephne number. B. Qualificatins f the Prpser Describe the prpser s mst recent experience (and ther requested services) develping e cmmerce sites f similar cmplexity. It is essential that the respnder have experience in this realm. Describe the past experience, educatin, training, and qualificatins f thse expected t wrk n the prject. Identify the supervisrs and the staff wh are expected t wrk n the prject. C. Prpser s Apprach t the prject State the prpser's understanding f the services t be perfrmed and the wrk prducts t be prvided as defined abve in this RFP.

3 Submit a wrk plan t accmplish the scpe f services. The wrk plan shuld include time estimates fr each f the significant segments f the wrk and the staff level t be assigned. Include a brief discussin f hw the wrk will be accmplished. D. Cmpensatin State the ttal hurs, hurly rate and the resulting all inclusive maximum prject fee. E. References Please prvide three references with cntact name, telephne number and . F. Additinal Infrmatin Give any additinal infrmatin nt specifically requested that wuld assist NTAP in evaluating the RFP. NTAP reserves the right t reject any and all respnses t this RFP. Prpsals must be received by NTAP n later than August 18, 2009.

5 CONTENTS 1 INTRODUCTION Purpse FUNCTIONAL REQUIREMENTS Cntext UserS ADMINISTRATORS Functinal Requirements OTHER REQUIREMENTS Frmat Restrictins Cmmunicatins Interfaces preparatin fr future develpment Implementatin Schedule... 8 Exhibit 1 Instructins... 9 Exhibit 2 Flwchart... 14

6 1 INTRODUCTION The Legal Services Natinal Technlgy Assistance Prject is a nn prfit rganizatin that prvides technlgy related trainings and cnsulting fr the legal aid cmmunity. Its missin is t fight injustice f lw incme persns by helping nnprfit legal aid prgrams imprve client services thrugh effective and innvative technlgies. At the cre f this missin is educatin f legal aid directrs, managers, advcates, and staff. Histrically, LSNTAP has relied n grant funds in rder t prvide its training services at n cst t the legal aid cmmunity. In rder t becme sustainable, NTAP is mving t a fee based structure. Fr mre infrmatin regarding NTAP s services g t PURPOSE The purpse f the NTAP E Cmmerce site is t prvide a mechanism thrugh which legal aid directrs, managers, advcates, and supprt staff can purchase varius NTAP trainings. Optins include purchasing individual seats fr a single training as well package pricing s that rganizatins can purchase numerus seats at a discunted price which can be used fr several persns within the rganizatin t attend a single sessin r varius sessins. In the future, NTAP wuld als like t use the site t cllect payments n ther prgrams, such as the subscriptin t ur LegalMeetings prgram. 2 FUNCTIONAL REQUIREMENTS 2.1 CONTEXT E Cmmerce is t be implemented within LSTNAP.rg is built n Drupal CMS. 2.2 USERS Custmers f the LSNTAP E Cmmerce site will include the fllwing types: E Cmmerce visitrs wh wish t pay and register fr a single training E Cmmerce accunt hlders (rganizatins r individuals) wh wish t purchase multiple seats at a discunt and will immediately register ne persn r several peple fr a single training sessin r multiple training sessins E Cmmerce accunt hlders (rganizatins r individuals) wh wish t purchase an annual unlimited package and will cntinue t return t the site t register ne persn r several persns fr a single training r multiple training sessins ver the curse f a calendar year. E Cmmerce accunt hlders (rganizatins r individuals) wh wish t pay fr sme ther LSNTAP prduct r service 2.3 ADMINISTRATORS NTAP administratrs must have access t the fllwing mdules/prtals in the E Cmmerce site:

7 Training Mdule: enter individual trainings, training dates, and descriptins Prduct Entry/Package Optins Mdule: enter training package ptins (e.g., 10 seats, 100 seats, unlimited) Custmer management (registratin infrmatin) Order Tracking Reprts include exprt ptin t excel 2.4 FUNCTIONAL REQUIREMENTS See Exhibit 1 Instructins See Exhibit 2 Site Flwchart 3 OTHER REQUIREMENTS 3.1 FORMAT RESTRICTIONS PHP; MySQL Develpment shuld be cnsistent with basic SEO methdlgy, standards and existing design. Wrk shuld be cmpleted in accrdance with Web 2.0 Standards. 3.2 COMMUNICATIONS INTERFACES E Cmmerce Payment Gateway: NPC NTAP plans n establishing a merchant services agreement with NPC, a majr direct prcessing credit card prcessing vendr. They will prvide payment gateway technlgy via SkipJack. Webinar Registratin: GTWebinar (Citrix) NTAP uses the Citrix sftware GTWebinar t cnduct its trainings and manage registratins t its training events. Registratin data fr each individual will need t be exprted t LSNTAP s GTWebinar accunt s that custmers f the LSNTAP E Cmmerce website will nt have t enter registratin data twice. Exprt Receipts Data t Accunting Sftware: Quickbks Online r ther accunting system NTAP plans t ffer a pay by credit card and pay by check ptin and wuld like t mnitr receipts fr either payment ptin in its accunting sftware. A Quickbks patch will be required t sync invicing and receipts t Quickbks. NTAP wuld like prpser t carefully cnsider alternative ptins fr transmitting the accunting data frm the ecmmerce site t Quickbks as a direct cnnectin may be difficult.

8 3.3 PREPARATION FOR FUTURE DEVELOPMENT Prduct based: Initially, NTAP wants t sell individual training seats and packages f training seats. The site shuld be built t accmmdate additinal prducts, package ptins and discunt cdes IMPLEMENTATION SCHEDULE RFP RESPONSES SUBMITTED AND REVIEWED AUGUST 2009 CHOOSE VENDOR AND BEGIN PROJECT SEPTEMBER ST BETA OCTOBER ST STATUS MEETING OCTOBER 2009 REVISIONS AND COMMENT PERIOD NOVEMBER 2009 LAUNCH E COMMERCE SITE DECEMBER 2009

9 EXHIBIT 1 INSTRUCTIONS Requirement Requirement Definitin E Cmmerce Hme Page A Register Here buttn placed anywhere n the LSNTAP website wuld link t the hmepage f the LSNTAP E Cmmerce site Include a buttn ( ptin 1 ) that links t the Training Calendar page (intended fr thse E Cmmerce Acccunt Hlders that merely want t sign up and pay fr a single seat) Include a buttn ( ptin 2 ) that links t the Multi Seat Package Optins page Include a third buttn ( ptin 3 ) that links t the Other Services Page Prvide ptin fr this buttn t be hidden until such time as the Other Services page is develped. Include a lg in field (username/passwrd), s that returning Accunt Hlders can view their wn Registratin Dashbard (see descriptin belw).

10 Training Calendar Page Prvide the fllwing mechanisms fr viewing the trainings entered thrugh the Trainings Mdule: Calendar frmat List frmat Subject area frmat Prvide a mechanism fr selecting the training frm the calendar Selecting a training frm the calendar will d ne f tw things depending n hw the end user arrived at the Training Calendar page: If they arrived by selecting OPTION 1 n the Hme Page, then they shuld be frwarded t the Individual Training Sign Up Page If they arrived by selecting the Calendar Icn n the Registratin Dashbard Page, then the selected training shuld be added t the Trainings Selected list n the Registratin Dashbard Page and the Training Cde fr that training shuld fill in the Training Cde Field n the Registratin Dashbard Page. Individual Training Sign Up Page A custmer arrives at this page by selecting a training frm the Training Calendar (in the event they arrived there thrugh ptin 1 n the hme page) r by selecting a Register Fr Training Nw buttn n any individual training listing in the lsntap.rg website. This page shuld prvide a buttn redirecting the custmer t the E Cmmerce Hme Page if they decide they want t purchase multiple seats This page shuld als cllect the registratin infrmatin fr the training selected, as fllws: Name, Organizatin, , Phne #, Payment Methd Optin (Credit Card r Check) (**Nte: Name, Organizatin, , and Phne# are data elements that need t be passed n t the GTWebinar registratin.) Finally, this page shuld require authenticatin: username, passwrd, cnfirm .

11 Multi Seat Package Optins Page This is a dynamic page that will be updated accrding t package ptins entered thrugh the Package Optins Mdule. Each package ptin shuld be represented alngside a radi buttn accmpanied by a purchase buttn; alternatively, each package ptin culd be represented as a buttn Other Services Page Reserve fr later develpment. Accunt Registratin Page Prvide fields fr the custmer t enter: Username Passwrd (enter twice) E mail address & Cnfirm E mail address Als prvide a Payment Methd field whereby the custmer can select ne f tw ptins: check r credit card Credit Card Payment Page Prvide the typical fields fr Credit Card Payment: Credit Card Type, Credit Card Number, Expiratin Date, Security Cde, Name (as it appears n Credit Card), and, Billing Address. Als prvide a Payment Optins selectin, whereby the custmer can chse t pay the full amunt in a single installment r split the payment int 4 equal quarterly installments. Prvide an ptin t Print a Receipt f the Credit Card Transactin Als, prvide a Prmtin Cde field allwing the custmer t adjust the ttal amunt due accrding t a Prmtin Cde and Descriptin as defined in the Package Optins Mdule. Check Payment Page Prvide instructins fr printing the invice fr the amunt due Prvide a Prmtin Cde field allwing the custmer t adjust the ttal amunt due accrding t a Prmtin Cde and Descriptin as defined in the Package Optins Mdule. Cnfirmatin Page Generate a Cnfirmatin Page f either payment ptin which als sends an cnfirmatin t the accunt hlders address.

12 Registratin Dashbard Page This page is reached by existing accunt hlders by lgging in n the E Cmmerce Hme Page. This page is als reached nce a custmer wh has selected either ptin 1 r 2 frm the hme page has authenticated a username and passwrd. This page shuld prvide a field which reveals the number f seats they have purchased and hw many f thse seats have been used t date. Next, the page shuld prvide a List r Rster shwing t whm thse seats were assigned (Name f Attendee), the training t which they were assigned, and three dynamic icns that change accrding t whether the training has passed r is yet t ccur. The first icn shuld be a checkmark which shuld be grayed ut until the training has ccurred; nce it has ccurred the check shuld be green. The secnd icn shuld be a pencil r pen (r smething similar) this icn shuld be available until the training has passed. Selecting this icn wuld allw the custmer t change the attendee name assigned t the seat r training t which the seat is allcated. The third icn shuld be an x which is grayed ut nce the training has ccurred. Selecting this icn wuld allw the custmer t cancel r remve the use f that training seat. The custmer shuld have the ptin t limit the view f the rster list thrugh a mechanism that allws them t shw 25 r shw 50, etc. There shuld be a buttn t Add New attendees t the Rster r List this shuld be fllwed by an ptin t select hw many they wuld like t add; alternatively, the Add New culd be a numeric drp dwn bx. The number selected under Add New shuld be used t figure hw many sets f blank registratin fields t add t the page The set f registratin fields shuld include: Name (this field shuld be a drp dwn list including names they have used in the past); Organizatin; Jb Title; address f the attendee (this shuld be used t send cnfirmatin f registratin t the attendee; s lng as this infrmatin is patched in t the GTWebinar system fr the particular training selected, GTWebinar will generate the registratin cnfirmatin); Phne number; The registratin fields shuld be fllwed by a calendar icn that wuld link t the Training Calendar page allwing them t select and assign a training t that individual +

13 BACK END MODULES: Variable data entered fr each package wuld include the fllwing: Package Optins Mdule Package name Package descriptin Expiratin Quantity f seats Package price Prmtinal Cde BACK END MODULES: Trainings Date Start Time End Time AM/PM Time Zne Subject Area GTWebinar URL Custmer Management/Order Tracking The administratr f the site shuld be able t view registratin data by: Custmer Training Sessins

14 EXHIBIT 2 FLOWCHART Pssible Launching Pints LSNTAP Hme Page Selects Training Prgram Buttn?? E COMMERCE HOME PAGE 1 1 {Lg in > REGISTRATION DASHBOARD PAGE} 1. Sign up fr individual trainings [BUTTON] 2. Sign up fr multi seat package [BUTTON] 3. Other Services [BUTTON](hidden fr nw) MULTI SEAT PACKAGE OPTIONS PAGE 2 Package ptins listed (radi buttns r sign up buttns) LSNTAP Individual Training Page (under /events) Select Save Mney n Trainings Select Register Fr Training Nw TRAINING CALENDAR PAGE (mdified by Training Mdule) 2 Prvides listing in varius frmats f all trainings. *Package name PLUS descriptin e.g., 1. Purchase 5 seats and save % 2. Purchase 100 seat and save % ACCOUNT REGISTRATION PAGE 3 *Create username and passwrd (enter passwrd twice; enter address; cnfirm address) *I wuld like t pay by: Credit Card r Check.. Individual Training Sign Up Page 3 *(Buttn: Eye catching buttn save x% f training by purchasing multiple seats! returns t E Cmmerce Hme Page) *T register ne attendee fr X training cmplete the fllwing: Name: ; Org: ; ;Phne #: {ges t G2W} I wuld like t pay by: (research Quickbks integratin fr check and credit card receipts) Credit Card Check Check 4 4 Instructins fr printing invice and mailing payment (Upn Apprval/Autmatic) Enter Prmtin Cde Credit Card Page 4 4 Type CC # Exp Security Cde Name as it appears n CC: Billing Address: Payment Optins: single payment ptin; quarterly installment ptin Print Receipt Enter Prmtin Cde

15 REGISTRATION DASHBOARD 5 5 Dashbard: # f seats available & CREDITS USED: (Name Training Assigned Icn: (dne/training passed), (change; training allcated selecting pps up calendar fr changing training), (remve/cancel the training fr that persn)) {shw 25, shw 50, etc ) ADD NEW (Drp Dwn): hw many wuld yu like t use at this time? Enter each attendee (create yur rster): *Name (drp dwn list includes names they have used in the past; entering in name wuld add new name t rster list) Org (prefilled) jb title phne # Buttn: Enter (list refreshed in dashbard and calendar icns appear next t each

16 E Cmmerce Trainings Mdule Back end: 1. Date 2. Start Time 3. End Time 4. AM/PM 5. Time Zne

17 Package Optins Mdule Back end: Data pints fr each ptin: 1. Name 2. Descriptin 3. Expiratin 4. Quantity f seats 5. Package price 6. Prmtinal Cde Data pints fr each prmtinal cde: 1. Name 2. Descriptin 3. Cde # 4. Discunt ptin: new price, percentage discunt

CREATING A DONOR ACCOUNT

CREATING A DONOR ACCOUNT An Online Giving Accunt shuld be created t have the ability t set-up recurring dnatins, pledges and be able t view and print histry. Setting up an accunt will als allw yu t set-up