The University of Houston System seeks a revenue modeling software system that has the below minimum functionality/capabilities. • Import detailed enrollment, rate, and revenue information directly from Campus Solutions or from a flat file (e.g., CSV, Excel) for ad-hoc uploads. • Ability to project enrollment changes globally and granularly (ex: all enrollment, UG or GR only, specific College, by student characteristics such as residency, etc) based on changes in increases in SCH or changes in rates. • Ability to run simulations of enrollment changes or rate changes to calculate changes in the components of net allocable revenues, and the impact of same, including: o Tracking waivers and effect o Tracking exemptions and effect o Tracking set asides and effect o Tracking costs of enrollment (international agencies that recruit receive a commission based on student cost) o Dealing with many tuition rates and bases (flat rate, per SCH, cohort programs, non-traditional programs such as fully online and extension) • Ability to differentiate between revenue sources based on Campus Solutions information that defines revenue criteria such as type of revenue and generating area. • User level access controls with ability to track (audit) updates by users (e.g., if an individual changes data on a report/projection created by someone else, the system would track who made the change). • Ability to retain and use longitudinal data for trend analysis. • Access to customer support for troubleshooting and best practices. • Intuitive end user interface (end users can manage with minimal training) that provides a graphical user interface to analyze data and create projections, ability to drill down into data and analyze and project at different levels, and the ability to export line item information into a CSV or Excel file. • Consultant for implementation must provide a plan for training key staff and document the system, setup, and functionality.
