Appendix A-PeopleSoft Enterprise Resource Planning Finance Requirements.xlsx
XLSX spreadsheet 10 KB Posted
- Attached to
- REQUEST FOR PROPOSAL; HMIS RFP# 378136 REV. 04
- Solicitation number
- 378136
- Issued by
-
Department of Energy
About this file
Appendix A is a detailed requirements document for a PeopleSoft Enterprise Resource Planning (ERP) Finance implementation for Hanford Mission Integration Solutions, LLC (HMIS). The document outlines 16 specific implementation requirements across multiple PeopleSoft modules, including Financials, Billing, Cash Management, General Ledger, Receivables, Project Costing, and potential integrations with Human Capital Management and Time and Labor systems. Key implementation objectives include configuring a financial system architecture for 5 separate business units, setting up company-specific codes and interfaces, developing contract and task order tracking capabilities, and establishing workflows for approvals and reporting.
The related federal contract opportunity is a Request for Proposal (RFP) issued by HMIS for professional implementation services, supporting the Hanford Mission Essential Services Contract with the U.S. Department of Energy, Richland Office. Critical dates include: Intent to Bid due June 18, 2025, a remote preproposal conference on June 23, 2025, technical questions due by June 26, 2025, and proposal submission deadline of July 3, 2025. The performance period covers a base year and one option year (2025-2027), with project presentations scheduled between July 21-30, 2025. Proposers are required to submit completed RFP exhibits and attachments with cost proposals for evaluation.
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Text version
Sheet1
| Requirement # | Requirement | PeopleSoft Module Additions |
| 1 | The implementor shall advise and assist with a full implementation starting with finalizing a Plan, to include data migration, Design, Development, Testing to include bug and issue resolution, Training, and successful Deployment and post-implementation support of newly licensed PeopleSoft Financials, to include PeopleSoft Billing, Cash Management, eBill Payment, General Ledger, Receivables and possibly Payables module with input from customer | PeopleSoft Financials |
| 2 | The implementor shall advise and assist with full implementation of newly licensed PeopleSoft Financials, to include General Ledger Oracle Business Intelligence Suite Extended Edition with input from customer | PeopleSoft Financials |
| 3 | The implementor shall advise and assist with full implementation of PeopleSoft Project Costing module with input from customer | PeopleSoft Project Controls |
| 4 | The implementor shall advise, design and assist with system integrations with PeopleSoft Human Capital Management and PeopleSoft Time and Labor | PeopleSoft Financials, Project Controls, Human Capital Management and Time and Labor |
| 5 | The implementor shall advise and assist with set up of General Ledger system architecture to function with 5 separate business units with universal best practices as well as in accordance with each companies disclosure financial statements | PeopleSoft Financials |
| 6 | The implementor shall advise and assist with set up of company codes, general ledger accounts, rules, allocations, potentially rate sets and rate plans (this would be new function if it is decided to adopt) based on each company specific needs without affecting other company. Ability to configure user interfaces based on each company's business needs | PeopleSoft Financials / Project Controls |
| 7 | The implementor shall advise and assist with set up to configure Billing capabilities for customer billing and intercontractor billing as well for all companies. | PeopleSoft Financials |
| 8 | The implementor shall advise and assist with ability to track contracts and task orders for each of the companies. | PeopleSoft Financials |
| 9 | The implementor shall advise and assist with set up of financial structure to include contract, Work Breakdown Structures, Projects, Tasks, charge codes that will accommodate the Hanford contract structure in the best structure to accommodate PeopleSoft and each companies contract deliverables and reporting needs. | PeopleSoft Financials |
| 10 | The implementor shall advise and assist with set up to configure PeopleSoft Financials ERP "out of the box" with as much functionality that aligns with the Hanford contract and companies. | PeopleSoft Financials |
| 11 | The implementor shall advise and assist with set up of workflows for approvals and exemptions/ errors at point of entry based on configurable criteria | PeopleSoft Financials |
| 12 | The implementor shall advise and assist with developing reporting as well as assist with integrations with Crystal Reporting, and other internal reporting | PeopleSoft Financials |
| 13 | The implementor shall advise and assist with set up of audit trail of all edits and approvals | PeopleSoft Financials |
| 14 | The implementor shall advise and assist with migration of data from existing system over to new Financial environments. | PeopleSoft Financials |
| 15 | The implementor shall advise, assist and hold training sessions (User and Administrator level) on new system prior to going live. | PeopleSoft Financials |
| 16 | The implementor shall advise and assist with post production issues and plan for a parallel run for up to 3 months prior to shutting down the old for risk and issue resolutions. | PeopleSoft Financials |
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