This document is a requirements worksheet for an ITS (Information Technology Services) project at UNCG. It collects information about the business need, users, technical requirements, service and support needs, and application requirements for a new or upgraded system. Key details include that it impacts the entire university, has multiple stakeholders, and requires information on things like data security, network needs, support roles, and application architecture. The document is used to scope the project and size resource needs.

1. ITS Requirements Worksheet
For Scoping and Sizing Work V2.0
Request Name: Request Date:
Remedy Request #:
Client Name:
Client Department: Client Division:
Business Analyst:
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SERVICE OVERVIEW
Audience: Sponsor
1. Business Need
Please list the specific University or Information Technology Services Strategic
Goals, Policies, and/or Procedures of relevance for this project: (Refer to University
plan, supporting Divisional Operational Plans and other technology-related policies
http://its.uncg.edu/Technology_Policies/.
1.1 University Business Need
1.2 Business Goal
1.3 What is the expected scope of impact?
Department (name):
Division (choose one or more) Schools/Administrative Unit(s)
Academic Affairs
Business Affairs
Information Technology Services
Student Affairs
University Advancement
University-wide (includes Students)
External Clients or UNC Entities (name):
Other
Additional Notes:
1.4 Who are the non-ITS Stakeholders?
1.4.1 Client sponsor:

2. ITS Requirements Worksheet
For Scoping and Sizing Work V2.0
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1.4.2 Client project members:
1.4.3 Client testers:
1.5 What are the funding and implementation considerations?
1.5.1 Is funding available for hardware, software, additional staff (if required),
and ongoing maintenance?
No
Yes, if so:
1.5.1.1 Has an estimate of ITS costs been delivered?
1.5.2 What is the implementation (one time) budget?
1.5.3 What is the annual (on-going) budget?
1.5.2 Are there implementation timing/deadline considerations?
No
Yes
1.5.2.1 If yes, what is the desired implementation window?
1.5.2.2 What, if any, are the requirements (or drivers) impacting this
implementation window?
1.6 Is this replacing another application, system, or service?
No
Yes – which one?
1.7 Is this an upgrade of an existing application, system, or service?
No
Yes – which one?
1.8 Is this request part of another related initiative or project?

3. ITS Requirements Worksheet
For Scoping and Sizing Work V2.0
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No
Yes – which one?
2. User Information
2. 1 Expected number of users?
Total authorized users Total concurrent online users
Internal to UNCG:
Students
Faculty and Staff
External to UNCG:
2.2 Location of user community?
Off-campus
On-campus dormitory rooms
On-campus all other areas
2.3 What is the expected frequency of use? Daily
2.4 Is the application ADA compliant?
Yes
No
Don’t Know
2.4.1 If no, can the application be made reasonably compliant?
Yes
No
Don’t Know

4. ITS Requirements Worksheet
For Scoping and Sizing Work V2.0
Technical Overview <Sections filled out as needed>
Audience: Client and Technical Subject Matter Experts
3. Data/Service/System Requirements N/A
3.1 What are the service/application/system access requirements?
Labs
Dorm rooms
Offices (On Main Campus)
Offices (Off Main Campus locations such as North or South Campus, leased
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space
Wireless authenticated (w/UNCG login ID)
Wireless guest
Off-campus
All of the above
3.2 What types of data will be used within the system/application?
Restricted (data whose disclosure to unauthorized persons would be a
violation of federal or state laws or University contracts see the Data
Classification Policy)
Not restricted (data to which the general public may be granted access in
accordance with the North Carolina Public Records Act)
Credit/debit or other payment card information (Payment Card Industry
(PCI) Compliance)
Data subject to Record Retention Guidelines
(http://its.uncg.edu/Policy_Manual/Electronic_Records/)
HIPAA (Health Insurance Portability and Accountability Act, and ARRA of
2009) (protected health information) compliant requirements
FERPA (Family Educational Rights and Privacy)
(protected student information) compliant requirements
Personnel Data (State Personnel Act)
(http://its.uncg.edu/Policy_Manual/Electronic_Records/)
UNCG Spartan Cash from Blackboard Transaction System

5. ITS Requirements Worksheet
For Scoping and Sizing Work V2.0
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3.3 Does the system store data?
No
Yes, if so:
Does the proposed system store data that is not already stored in
another UNCG system?
Are there other places that might need to use/have this data?
3.4 What data collection method do you prefer to be used?
User self-entered data
Data entered by administrator or office staff
Data feed from an external source
3.5 Is there a need for INCOMING electronic data transfer into this system either
from an on-campus system or from an external source?
No
Yes (please specify source)
3.5.1 Will any required data feeds/flows into the application be real-time
(including near real-time) or batch?
Real/near-real time
Batch
3.6 Is there a need for OUTGOING electronic transfer data transfer from this
system either to either an on-campus system or to a location outside of the UNCG
campus network?
No
Yes (please specify destination)

6. ITS Requirements Worksheet
For Scoping and Sizing Work V2.0
3.6.1 Will any required data feeds/flows out of the application be real-time
(including near real-time) or batch?
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Real/near-real time
Batch
3.7 Does information need to be transferred into or out of the system in particular
schedule or time interval?
No
Yes (please describe the schedule)
3.8 Are there any available Client references such as other universities for this
product?
No
Yes (If yes, please specify):
4. Service and Support Information N/A
4.1 What are the system availability requirements?
9x5
24x7
Other
4.2 Does the software require a contract acceptance (click-to-accept or shrink-wrap
agreement) for use or installation?
Yes No Don’t Know
4.2.1 If yes, has the contract been reviewed and approved by university council?

7. ITS Requirements Worksheet
For Scoping and Sizing Work V2.0
4.3 Vendor licensing and support:
Locally supported by UNCG staff
Vendor Support If the application is vendor supported, please answer the
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following:
4.3.1 What services does the vendor offer?
4.3.2 What is the cost for vendor services?
4.3.3 What is the licensing model (open source, unlimited, unlimited site
license, per user, per server, etc?)
4.3.4 What are the annual license/update maintenance costs and what type of
support is offered?
4.3.5 Will the implementation of this service involve local (UNCG)
modifications to the system or development of unique content in a non-production
environment? (In other words, will a separate
software/content DEVELOPMENT version of the service/application be
needed?)
4.3.5.1 Will the new service/application be closely integrated with existing
applications at UNCG (Banner, Blackboard, etc.) requiring the ability to
test new versions of the application with those existing enterprise systems.
(In other words, will we need a VALIDATION environment?)
4.3.5.2 If integrating with Banner, which database environment(s) will an
instance of this service/application connect to?
BANPRD
UGVAL3
UGVAL7
UGVAL4
Training
UGDEV2
UGDEV8
Other (please specify)

8. ITS Requirements Worksheet
For Scoping and Sizing Work V2.0
4.4 What are the support roles and responsibilities required for ongoing support
and use that are expected? (Discussion of available ITS resources and their
support roles, if any, support expectations and skills needed within Client group,
vendor support if any, alternative support structures, etc.)
4.4.1 Who will serve as the System Administrator for maintenance of the server
operating system, if required?
4.4.2 Who will serve as the Application Engineer, if required? (Installs software
and integrates with the Operating System)
4.4.2.1 Does the intended Application Engineer have prior experience with
the product?
4.4.2.2 Does the intended Application Engineer have prior experience
using UNCG’s VPN and server infrastructure?
4.4.3 Who will serve as the Application DBA, if required?
4.4.4 Who will serve as the Application Administrator (the person who oversees
and manages the application configuration and maintenance)?
4.4.4.1 Does the intended Application Administrator have prior
experience with the product?
4.4.4.2 Does the intended Application Administrator have prior
experience using UNCG’s VPN and server infrastructure?
4.5 Will this service require training of ITS Support Staff to properly support
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this service?
No
Yes
If yes, please describe any training or certifications that are necessary and if costs
are associated with this training, whether these costs are budgeted.

9. ITS Requirements Worksheet
For Scoping and Sizing Work V2.0
5. Application/Service/System Requirements N/A
5.1 Please briefly describe the basic architecture of the system/application. Please
attach architecture summary from vendor and diagram, if available.
5.1.1 Is the application an “end-user” application presenting itself to clients via a
web browser or other end-user interface?
5.1.1.1 If Web-based what are the supported browsers?
5.2.1.2 What are the supported web servers?
5.1.2 Is this a “back office” application which performs a function in conjunction
with other systems without user involvement?
5.1.3 Is this a “client/server” application involving software installations of
specific end-user desktop software plus server-side software components?
5.1.3.1 If client-server, what are the desktop requirements?
5.1.3.2 What protocol is used to communicate from the desktop to the
application?
5.1.4 Are any other specialized devices needed for system/application (i.e. PDAs,
scanners, cameras, point-of-sale devices)? If so, please list.
5.1.5 What operating system(s) are supported/preferred? If multiple operating
systems are supported by the vendor, can we determine which option if the focus
for primary development by the vendor? Ask vendor to supply percentages for
the distribution of different operating systems among their clients who use the
product.
5.1.6 What middleware and version is required to support the application?
(java, php, etc)
5.1.7 Is a database required? If so, what is supported/preferred? If multiple
database options are available, can we determine which option is the focus for
primary development by the vendor?
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10. ITS Requirements Worksheet
For Scoping and Sizing Work V2.0
5.1.8 Please attach any available white paper, release notes, install guide, or
technical specifications available from the vendor
5.1.9 Does the application require network storage mapped to desktop?
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Details:
Shared among what population?
How much data?
How will access to this data be controlled? (ex: open to all
application users, limited by application administrator, etc)
5.2 Is the system or application creating an authoritative data source within itself?
No
Yes, if so:
What other places might need to use/have this data? For this installation, only
5.3 Is the system or application available via remote hosting or must the
application be hosted in-house by ITS?
Remote
ITS-hosted
If both are an option, please note details:
5.4 Will the end-users of this application be required to authenticate within the
application before use?
5.5.1 How will the username and passwords be managed within the
application (creation, deletion, changes)?
5.5.2 Is the UNCG username and password desired for use or will the
application use an internal authentication database?
5.5 Will the application administrator(s) be required to authenticate internally
within the application before performing administrative functions, or does the
application administrative functions rely solely on standard file system
security to allow updates?

11. ITS Requirements Worksheet
For Scoping and Sizing Work V2.0
5.6 What is the authorization model? (In other words, what determines which
functions or data users are allowed to do or see?)
5.7.1 How are the privileges managed within the application? (It may be
necessary to request information from vendor regarding standards to be used
with the application.)
5.7.2 It is planned or desired that the application take advantage of existing
external authorization data (for example, Banner Security, AD roles, etc.?)
5.7 Has the client addressed creation of the Business Continuity plan for this
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application?
5.8 What is the expected Recovery Time? In other words, how long can this
application be unavailable (worst case) if a hardware failure/data
corruption/major natural or man-made disaster occurs?
5.9 What is the expected Recovery Point? In other words, how much data loss
(typically data entered since the last backup or remote save operation) can the
business process withstand in the event of a disaster?
6. Networking Needs N/A
6.1 What are the expected bandwidth requirements?
Low (< 1000kbps)
Medium (10 -100Mpbs)
High (> 100Mbps)
6.2 Does your application need to communicate with resources on the Internet for
normal operation, patching, or maintenance?
No
Yes

12. ITS Requirements Worksheet
For Scoping and Sizing Work V2.0
6.2.1 If yes, is your application able to communicate with HTTP protocol through
a proxy system?
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No
Yes
Don’t Know
6.2.2 Please specify the Internet resources by domain named and IP address
ranges that will be used for patching and maintenance functions:
6.3 Does your application/developers require regular remote access to any
currently deployed server resources that reside on UNCG’s network?
No
Yes
6.4 Does your application require communications with any network protocols
other than Internet Protocol Version 4 (IPv4)?
No
Yes
Please note: UNCG operates a routed IPv4 network only. Other protocols at
OSI layer 2 only can be supported within limited logical and geographical
segmented areas, and if needed, must be evaluated on a case by case basis?
6.5 Does your application require any unique Dynamic Host Configuration
Protocol (DHCP) options be presented to client workstations?
No
Yes, if so, please specify:
6.6 Does your application interoperate with Active Directory?
No
Yes
Don’t Know

13. ITS Requirements Worksheet
For Scoping and Sizing Work V2.0
If yes, please specify any required AD objects and service accounts:
6.7 Is your application compatible with NT Lan Manager (NTLM) version2 and
Windows 2003/2008 Kerberos authentication? Please note: UNCG will not support
NT LAN Manager Authentication due to its cryptographic weaknesses.
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No
Yes
Don’t Know
6.8 Does your application store sensitive restricted data in a local database format?
No
Yes
If yes, is the data appropriately encrypted using Federal Information
Processing Standards (FIPS) 197 approved Advanced Encryption Standard?
No
Yes
7.0 Interview Participants:
ITS Service Assurance /Project Management:
IT Technical Resources:
Client Resources:
Vendors:
Functional Client Contact: