ATTACHMENT J SP , Enterprise Resource Planning (ERP) Solution Functional Requirements Questionnaire

Transcription

1 ATTACHMENT J SP , Enterprise Resource Planning (ERP) Solution Functional Requirements Questionnaire Instructions for Completion of the Questionnaire 1 o 5 s should complete the following capabilities worksheet by answering each question based on the answers below. 0 Functionality not provided 1 Functionality provided; requires customized integration with third party 2 Functionality provided by the vendor but requires customization 3 Functionality provided seamlessly by third-party product 4 Functionality provided out-of-the-box 0 Functionality not provided: Not included in the proposed system. 1 Functionality provided; requires customized integration with third party: has established a relationship with a business partner to provide this functionality, but it requires customization or workarounds. 2 Functionality provided by the vendor, but requires customization: The functionality can be accomplished with the vendor s product, but requires customizing or working around. 3 Functionality provided seamlessly by third-party product: The vendor has established a relationship (for example, as an OEM) with a business partner to provide this functionality, which is integrated in its database management system (DBMS) and requires no customizing or working around. 4 Functionality provided out-of-the-box: The vendor provides the functionality from its own code base. No customizing or working around is required. Additional Notes to the : When providing responses, the guide below should be followed. The comments column is provided for clarification when necessary. s are cautioned not to indicate functionality as included in standard offering when, in fact, that particular function is in development. If this is the case, then vendors should note this fact in the comments column and indicate the expected date such features will be made available. By responding in the affirmative to a capability item, the vendor agrees to support such capability in its product. SP , Enterprise Resource Planning (ERP) Solution Page 1 of 11

2 Enterprise Resource Planning (ERP) Solution Functional Requirements Questionnaire 0 Functionality not provided 1 Functionality provided; requires customized integration with third party 2 Functionality provided by the vendor, but requires customization 3 Functionality provided seamlessly by third-party product 4 Functionality provided out-of-the-box Financial Services Criterion GMBA Accounting/GL/BG/AP Accounts Receivable Employee Expense Reimbursement Fixed Assets GASB Reporting Payroll Cash Accounting Point of Sale FMLA Tracking Treasury Management (Bank Reconciliations) Human Resources Criterion Applicant Tracking HR Management FMLA Tracking System Performance Evaluation with Payroll Interface Employee Benefits Portal HR Forms Time and attendance Purchasing, Inventory, Asset Management Criterion Business and Self Service Contract Management Inventory Purchase Orders Requisitions 2 of 5 SP , Enterprise Resource Planning (ERP) Solution Page 2 of 11

3 Building and Business Permits and Licensing Criterion Business Licensing Permits Comprehensive property information (zoning, permitting, inspections, violations, etc) Efficient application processing user-friendly software Provide permit expiration notices when no work has commenced on site after 6 months Efficient accounting software for the Building Dept. Application and inspection tracking for Staff and the public Query reporting menus for Staff and the public Code Enforcement Criterion Code Enforcement Management Fleet Services Criterion Fleet Services Management Fuel Management System Citizen Services Criterion Customer Relationship Management Citizen Request System On Line Applications Mobile Apps Enterprise Resource Planning (ERP) Solution Functional Requirements Questionnaire 0 Functionality not provided 1 Functionality provided; requires customized integration with third party 2 Functionality provided by the vendor, but requires customization 3 Functionality provided seamlessly by third-party product 4 Functionality provided out-of-the-box 3 of 5 SP , Enterprise Resource Planning (ERP) Solution Page 3 of 11

4 Data Integration Criterion NIEM Complient ODBC Complient Open Architecture Web Services for Integration Capable of reading.net,.asp, XML Are all data elements clearly defined Fully Developed Data Integration Solution provided contains all necessary components for data integration Data connections will work on current HC network infrastructure, and over the public Internet, provided appropriate security measures are in place. Data Integration Sources (Is inherently capable of integrating with the following) Criterion HC Employee Database HC ID System Sheriff Department RMS Police RMS Fire Department RMS Financial Institution(s) GEB Corp HR Others Fleet Services GIS Docuware (Document Management System) Bank of America Quick Books AIRS System for Building Inspections HC and Messaging Enterprise Resource Planning (ERP) Solution 4 of 5 0 Functionality not provided 1 Functionality provided; requires customized integration with third party 2 Functionality provided by the vendor, but requires customization 3 Functionality provided seamlessly by third-party product 4 Functionality provided out-of-the-box SP , Enterprise Resource Planning (ERP) Solution Page 4 of 11

5 Reporting, Management, and Other Points Criterion Dashboard Components Forms Management Enterprise Resource Planning (ERP) Solution Functional Requirements Questionnaire 0 Functionality not provided 1 Functionality provided; requires customized integration with third party 2 Functionality provided by the vendor, but requires customization 3 Functionality provided seamlessly by third-party product 4 Functionality provided out-of-the-box 5 of 5 GRAND TOTAL SCORE (Company Name) (Date) (Printed Name) (Signature) SP , Enterprise Resource Planning (ERP) Solution Page 5 of 11

6 Financial Services Criterion GMBA Accounting/GL/BG/AP Accounts Receivable Employee Expense Reimbursement Fixed Assets GASB Reporting Payroll Cash Accounting Point of Sale FMLA Tracking Treasury Management (Bank Reconciliations) Total Package Price (Financial Services) ATTACHMENT K SP , Enterprise Resource Planning (ERP) Solution 1 of 6 Human Resources Criterion Applicant Tracking HR Management FMLA Tracking System Performance Evaluation with Payroll Interface Employee Benefits Portal SP , Enterprise Resource Planning (ERP) Solution Page 6 of 11

7 Enterprise Resource Planning (ERP) Solution 2 of 6 HR Forms Time and attendance Total Package Price (Human Resources) Purchasing, Inventory, and Asset Management Criterion Business and Self Service Contract Management Inventory Purchase Orders Requisitions Total Package Price (Purchasing) Building and Business Permits and Licensing Criterion Business Licensing Permits Comprehensive property information (zoning, permitting, inspections, violations, etc) Efficient application processing user-friendly software Provide permit expiration notices when no work has commenced on site after 6 months Efficient accounting software for the Building Dept. Application and inspection tracking for Staff and the public SP , Enterprise Resource Planning (ERP) Solution Page 7 of 11

8 Enterprise Resource Planning (ERP) Solution 3 of 6 Query reporting menus for Staff and the public Total Package Price (Building etc.) Code Enforcement Criterion Code Enforcement Management Total Package Price (Code Enforcement) Fleet Services Criterion Fleet Services Management Fuel Management System Total Package Price (Fleet Services) Citizen Services Criterion Customer Relationship Management Citizen Request System On Line Applications Mobile Apps Total Package Price (Citizen Services) Data Integration Sources Criterion HC Employee Database HC ID System SP , Enterprise Resource Planning (ERP) Solution Page 8 of 11

9 Enterprise Resource Planning (ERP) Solution 4 of 6 Sheriff Department RMS Police RMS Fire Department RMS Financial Institution(s) GEB Corp HR Others Fleet Services GIS Docuware (Document Management System) Bank of America Quick Books AIRS System for Building Inspections HC and Messagingg Total Package Price (Integration) Reporting, Management, and Other Points Criterion Dashboard Components Forms Management Total Package Price (Reporting, Mgmt) SP , Enterprise Resource Planning (ERP) Solution Page 9 of 11

10 Enterprise Resource Planning (ERP) Solution Data Conversion (not to exceed) Price Per Hour Total 5 of 6 H.T.E. GMBA H.T.E. Global Financials H.T.E. Payroll H.T.E. Purchase and Inventory H.T.E. Fleet Management H.T.E. Fixed Assets H.T.E. Cognos TBS CAMA Building Permits Business License Other Costs, Fees, Expenses (Such as per diem Travel, etc.) Criterion Total Other Costs, Fees, Expenses GRAND TOTAL Total System Price Total System Price Complete Price Total SP , Enterprise Resource Planning (ERP) Solution Page 10 of 11

11 Enterprise Resource Planning (ERP) Solution 6 of 6 Annual Maintenance Cost Year 1 Annual Maintenance Cost Year 2 Annual Maintenance Cost Year 3 Annual Maintenance Cost Year 4 Annual Maintenance Cost Year 5 Annual Maintenance Total Cost for 5 Years (Company Name) (Date) (Printed Name) (Signature) SP , Enterprise Resource Planning (ERP) Solution Page 11 of 11