Req # Requirement Description Requirement

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Texas Department of Agriculture MAPS Project Requirements Matrix - Menu Planning and Nutrient Analysis

Req #

A1 A2 A3 A4

A5 A6 A7 A8 A9 A10 A11 A12 A13 A14 A15

M1 M2 M3 M4 M5 M6

M7 M8

Requirement Functionality Category Included in M - Mandatory Existing Product D- Desired

Requirement Description

Administrative Retain historical data and information for a minimum of 5 years and meet USDA requirements for records retention. Provide ability to archive and purge historical data according to TDA records retention schedules. Ability to publish recipes, menus and production records in Spanish (as provided by the CE). Allow public facing application pages to be customized (private label school graphics) including ability to have custom templates for menus (e.g. national school lunch week) Ability for Texas Specific Rules and Regulations regarding nutritional requirements to be achieved through configuration instead of custom development efforts required by the vendor. Provide ability to manage, record and track production at all locations. Provide ability to create and store production records electronically. Provide ability to add comments to production records. Allow for production records to be available and accessible anytime from anywhere by authorized users. Provide ability to allow TDA to view in real time which sites have completed production records. Allow the CE user to edit production usage to reflect actual ingredients and quantities used. Provide the ability for designing ad-hoc custom reports by authorized TDA end users. Ability for TDA authorized end users to add additional field indicators for tracking and reporting purposes (allergens, etc.) Ability for CEs to manage the sharing of recipes and menus with other CEs. Able to import existing menu planning data (ingredients, recipes, menus, etc.) from existing CE systems. Menu Planning Incorporate all current USDA Meal Pattern and Smart Snack rules for NSLP (breakfast, lunch, snack, etc.) as part of the software's Menu Planning process. Flexible and adaptable to accommodate phase-in of New Meal Pattern and Smart Snack rules over time, which the vendor will provide as part of maintenance upgrades. Display compliance of meal pattern and Smart Snack nutrient information for each menu cycle week (e.g. meets, doesn't meet, exceeds) which includes easy to use visual indicators. Access by TDA and ESCs to view CE menus for USDA meal pattern and Smart Snack compliance, nutrient analysis and production records. Vendor will provide USDA Standardized Recipes through ongoing automatic maintenance updates. Provide an alert and visual indicator if the USDA meal pattern and Smart Snack served is not in compliance with federal requirements. Allow ingredients, recipes and menus to be entered by authorized TDA, ESC and CE users (including any CE contracted food/meal service providers). Allow for a quick and easy search on ingredients, recipes and menus.

Modification Required to Support Functionality

Requires New Development

Vendor Comments

M M M M M M M M M M M M M M M M M M M M M M M

MAPS RFO Appendix A Page 1

Texas Department of Agriculture MAPS Project Requirements Matrix - Menu Planning and Nutrient Analysis

M9 M10 M11 M12 M13 M14 M15 M16 M17 M18 M19 M20 M21 M22 M23 M24

M25 M26 N1 N2 N3 N4 N5 N6 N7 N8 N9 N10 N11 N12

Allow for scaling of recipes to batches or custom sizes. Allow menu cycles to have any number of weeks. Allow for menus to cater for one or more grade groups, sites and serving lines. Allow for alternate menu types other than reimburseable meal (e.g. adult, IEP student, In School Suspension student, etc.) Functionality to create, save, search, modify, rename, share, review and print user added recipes and menus on demand. Provide real-time nutrient analysis within menu planning writing tool as ingredients are being added to recipes. Create menus and the tool would immediately determine compliance with the new meal patterns (breakfast and lunch), Smart Snack and 6 cent certification. Ability to document the various temperatures required by Hazard Analysis Critical Control Point (HACCP) compliance. Allow user to select HACCP process to be displayed for each recipe. Including documented temperatures for compliance. Provide preloaded HACCP processes, data and information. Ability to create menu plan calendars, with desired date ranges, and ability to export to a website or other application in publishready format. Ability to create menus for Lunch, Breakfast, Snack and all special programs. Provide ability to use fractional and decimal portion sizes. Provide automated Crediting of Foods by rounding the food components per USDA rules. (e.g. 0.25 ounce equivalent for the meat/meat alternate and grain components and nearest 1/8th cup for fruit and vegetable components.

M M M M M D M

Provide flexibility for menu planning to account for short and long weeks.

M M

Allow for real-time editing to be done to account for last-minute changes in projected servings prior to, and after, production. System shall provide an indicator (at the field, recipe and menu levels) to designate ingredients, recipes and menus which have items that contain agriculture products that come from Texas and provide the details about what ingredients are included. Have an interface for parents and general public to view online menu calendars and nutrition information. Nutrient Analysis Provide ability to attach nutrient fact labels to all ingredients. Provide ability to automatically calculate and display nutrient information for recipes based on the ingredients listed. Provide ability to store information on ingredients, including nutrients and allergens. Provide easy to use data and visual display of carbohydrates and total sugars information on ingredients, recipes and menus for healthy choice selection for diabetics. Automatically calculate actual yield from raw ingredients. (e.g. raw spinach vs. cooked spinach) Provide easy to use data and visual analysis of calories, transfat, saturate fats, total fat, total sugar, carbohydrates, sodium. Provide easy to use data and visual analysis of daily and weekly minimum and maximum requirements for all food components and component subgroups (i.e. fruit, vegetable, grain, meat/meat alternate and milk). Provide checks for the offering of a variety of milk. Provide easy to use data and visual analysis of weekly requirements of grain-based desserts. Provide easy to use data and visual analysis of weekly requirements for percentage of fruit juice and vegetable juice. Provide easy to use data and visual analysis of weekly requirements of weekly vegetable subgroup. Provide easy to use data and visual analysis of weekly requirements for percentage of whole grain food offered.

D M M M M M M

M

M D M M M D M M M M M M M

MAPS RFO Appendix A Page 2

Texas Department of Agriculture MAPS Project Requirements Matrix - Menu Planning and Nutrient Analysis

N13 N14 N15 N16 N17 N18 N19 N20 N21 R1 R2 R3 R4 R5 R6 R7 R8 R9 R10 R11 R12 R13 R14 R15 R16 R17 R18 R19

Provide easy to use data and visual analysis of weekly requirements of nutrient targets – menu components, portion sizes, calories, fat, transfat, sodium and percentage of saturated fat. Provide tools to allow user to conduct nutrient analysis that provides an easy to use data and visual analysis display. Calculate and display the nutrient analysis, portion size, and preparation instructions of each recipe. Enable TDA to conduct weighted nutrient analysis on one week’s menu. Analyze the nutrient requirements for the grade groups - K-5, 6-8, 9-12 and K-8. (including K-12 group for breakfast and overlapping or mixed age/grade groups) Provide an ingredient list based on the selected data source (local, USDA CN database, Texas Grown, USDA Foods, etc.). Provide a data field that identifies Texas Grown agricultural products/ingredients that come from Texas and ability to utilize this field for reporting requirements. Provide a data field that captures the name of the producer for agricultural products/ingredients that have an indicator that they are Texas Grown. Provide a data field indicator that is only viewable and selectable by TDA staff members to identify menu worksheet and nutrient analysis data records that are utilized as part of the administrative review process. Reporting Produce a report listing menu items by serving dates. Produce a report listing menu using Calendar style format. Produce a technician’s worksheet form to be used in the kitchens to record produced quantities, temperatures, etc. Produce a report listing the cost of the ingredients, recipe and menu. Produce a report listing planned items that are not produced. Produce a report listing items produced that are not planned. Provide monitoring capability for CEs to inform them if production records have been completed or not. Provide online access to Production Records for authorized TDA, ESC and CE users. Provide the production record in a format that includes all USDA-designated grade groups. Produce a daily pull list of ingredients required for production. Produce a report that auto-calculates production requirements based on menu plans, projected servings, portion size, and recipe composition. (i.e. Food Production Record) Produce a report for Nutrient Analysis based on menu weekly average. Produce a report for Nutrient Analysis based on the menu calendar selected. Produce a report for nutrient content of each menu item on the recipe. Produce a report for Food Component Analysis based on menu cycle week. (i.e. menu worksheet) Produce a report of food allergens by menu items. Produce a report listing all the Nutrient Standards including required level of calories, calories from fat, and key nutrients for a specific grade or age group for breakfast and lunch on a daily basis. Produce a report containing nutrition details for each recipe based on the selected data source (e.g. local, commodities, USDA CN database, etc.). Produce a statewide report that can be filtered by multiple fields (e.g. ESC Region, County, TDA region, CE type, etc.) and generates production totals for Texas Grown agriculture products, shows total quantities and cost of ingredients that are from Texas and used to produce the meals served.

M M M M M M M D D M M M M D D D M M M M M D D M D M M D

MAPS RFO Appendix A Page 3

Texas Department of Agriculture MAPS Project Requirements Matrix - Menu Planning and Nutrient Analysis

R20

R21 R22

T1 T2 T3 T4 T5 T6 T7 T8 T9 T10 T11 T12 T13 T14 T15 T16 T17 T18 T19 T20 T21 T22

Produce a statewide summary report that can be filtered by multiple fields (e.g. ESC Region, County, TDA region, CE type, etc.) utilizing menu worksheet and nutrient analysis weekly average data. Produce a statewide summary report that can be filtered by multiple fields (e.g. ESC Region, County, TDA region, CE type, etc.) utilizing menu worksheet and nutrient analysis data that have an indicator which records were utilized as part of the administrative review process. (viewable/selectable only by TDA staff) Produce and keep version history of all requirements for reports Technical General Software is via a site license that includes unlimited licenses for all organizations in Texas (e.g. TDA, CEs, ESCs) Software is web-based and USDA-approved for performing menu planning. Software is web-based and USDA-approved for performing nutrient analysis. Integrate latest version of the USDA Child Nutrition (CN) Database and maintain most current version going forward. Vendor managed maintenance upgrades include updates to all USDA Menu Planning and Smart Snack associated rules and regulations with timely notification of the updates schedule to TDA. Provide database security specifications to meet TDA and USDA requirements. Application will not show degredation over multiple bandwidth connections. System is able to provide adequate multi-user concurrent access to the existing and future user population (300 Internal Users, 6000 external users assuming annual growth rate of 5%). Support multiple browser (including Internet Explorer, Firefox, Chrome, Safari, etc.) use. Software is highly accessible and functional from multiple devices (computers, laptops, smartphones, tablets, etc.) System provides a single point of access (web or through an existing third party software vendor) to all users for all applications/modules within the software. System must provide administration utilities and tools for monitoring, debugging, configuration and reporting. Provide an environment(s) that can be utilized for testing and training purposes. The system shall adhere to TCP/IP Domain Name Systems (DNS) used to identify all publicly available resources and registered within either the “TexasAgriculture.gov” or “tda.state.tx.us" domains. The system must provide the ability for Vendor to host the solution or deploy into TDA’s existing cloud services provider. If vendor hosted, TDA data should reside on dedicated hardware not shared with any other Vendor clients. If vendor hosted, vendor will provide access to TDA authorized personnel to server environment User Interface End users of the system shall be required to have only the following in order to use the system: a standard web browser and system user ID & password. System provides point-and-click and touch screen functionality. System is responsive to users interface/equipment. (IE responsive web design) Must be flexible and work on mobile devices and computers. System provides pull-down menus, drop down boxes, common abbreviations and hover-over user help/assistance. System provides context-sensitive application functionality and help screens depending on where you are at in the application.

D D M

M M M M M M M M M M M M M M M M M M M D M M

MAPS RFO Appendix A Page 4

Texas Department of Agriculture MAPS Project Requirements Matrix - Menu Planning and Nutrient Analysis

T23

T24 T25 T26 T27 T28 T29 T30 T31

T32 T33

T34 T35 T36 T37 T38 T39 T40 T41 T42 T43 T44 T45

T46

Provides user-friendly interface that is easy to learn and consists of easy to navigate menus, intuitive pop-up and informational messages, pick lists, free form comment fields, checkbox selection, visually distinguished required/optional fields, visual user alerts and intuitive and descriptive fields. System will support copy, cut and paste capability between the system and other applications. System will render all application screens properly (as displayed on screen) when printed. System will automatically populate data fields from the users existing profile and data history whereever possible. System allows users to enter date information by using a calendar to select dates. System provides field, form, screen and transaction-level edits and validation to ensure all data elements are properly formatted.

M

System provides detailed and easily identifiable information to differentiate between each user-interface form, screen, report or program area reference. System must not adversely affect existing network performance and the vendor is responsible for load/stress testing the application before moving it into production. The system shall conform to accessibility standards defined by section 508 of the U.S. Rehabilitation Act (part of the Americans with Disabilities Act) and Texas Administrative Code, Title 1 Administration, Part 10 Department of Information Resources, Chapter 213 Information Security Standards (TAC 202) http://info.sos.state.tx.us/pls/pub/readtac$ext.ViewTAC?tac_view=4&ti=1&pt=10&ch=202&rl=Y Provides a frequently asked questions (FAQ), searchable help and online tutorial section of the application. Provides an electronic version of a user guide and administration guide. Data Software will allow electronic data interchange, or other data transmission mechanism, to TX-UNPS (Third Party Hosted Software) for data that is needed for technical assistance or aministrative review purposes. System must allow the database information exchange using current and future commonly accepted industry formats (e.g. XML, CSV, ASCII, API) including ability to export data which could be used to create a TDA managed data warehouse.) System must provide data import functionality to receive common standard file format data from external sources using a predefined file template. System must provide data export functionality for reports. Operate from a single centralized database for the entire state. System will support modifications or additional data elements to reflect changing business rules, formula changes and reporting changes. Vendor must assist in developing standard file format and process to import data from existing CE menu planning systems in preparation for implementation. Provide legacy data conversion (e.g. CE identification, school/site identification, TDA region, ESC region, etc.) Provide audit trail of all system activity (login, logout, data updates capturing user ID and date/time stamp) Provide a detailed audit trail of all system activity (i.e. recipe changes, data updates for all field level changes) System must not permit records to be physically deleted or altered, unless as part of a system archival process. If vendor hosted, provide ability to back up and archive records for disaster recovery and historical purposes. Security Software will integrate with the existing TDA TX-UNPS System user security (User IDs, passwords, etc.) to authorize users to have roles and permissions to use the system.

M

M M M M M

M M

M M M M M M M M M M M D M M M

MAPS RFO Appendix A Page 5

Texas Department of Agriculture MAPS Project Requirements Matrix - Menu Planning and Nutrient Analysis

System will provide user authentication and authorization control at the division, unit, group, contracting entity and user level to restrict user interaction (i.e. create, read only, update, delete, report, submit, edit) across all applicaton components (e.g. screens, forms, fields, reports, administrative, etc.) System must adhere to TDA's security standards and is required to be included in TDA's annual vulnerability assessment. (See APPENDIX C - TDA SECURITY STANDARDS) System must provide automatic logout of users when the user has closed the browser or when there has been no activity for a customizable pre-defined period of time. Provide secure web-based access with 256-bit or higher SSL encryption to TDA and all CEs within the State. Vendor to make the application source code available for a third-party review and for TDA and vendor to come to an agreement regarding which of the identified vulerabilities the vendor will be required to remediate prior to deploying the application to production. Vendor will assist in annual vendor audits, as needed, regarding data and information about the application(s). The system shall provide multiple levels of security access (e.g., database, network, and application) and specific access (e.g. restricted, unlimited), such as read and write rights, to accommodate appropriate separation of duties and internal controls.

M

T54

The system shall provide summarized and detailed reports on user access, usage logs, and user access authority changes.

M

T55

If vendor hosted, vendor will provide Administration component to manage user and group security

M

T47 T48 T49 T50

T51 T52 T53

M M M M

M M

MAPS RFO Appendix A Page 6