Questions Answer

Transcription

Questions Answer

1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
3
General
C
D
MSRP Finance Upgrade
Work Pkg
Question
General
3
4
General
General
E
F
Related Questions Answer
Terms of Reference 6.3.5.1 Resume of
proposed personnel. As signature is
required then it is expected to have
scanned pages as appendixes ?
Terms of Reference Annex B Appendix I Technical Response Format. 6.Technical
Response to RFP. "the submitted
technical response must stricly adhere to
the rules and format"… It does mean
answers should follow the tables
structure provided in the same
document (like 6.3.4 overal approach an
implemetation plan in a table of 5 cells)
or it is enough to follow the format in
terms of item content without the tavbe
stucture for the responce ?
4
Page 1 of 102
Yes, scanned and attached, to be submitted along with technical
proposal.
It is enough to follow the format in terms of item content and
sequence without the table stucture for the response.
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
5
General
C
D
Work Pkg
Question
General
E
F
Terms of Reference: page 3 6.3.4 (for all
lots) application specific approach and
implementation plan. Is it required to
respond points 1 to 7 for each module?
Meaning 29 assesments, approaches,
scope of tasks and implementation
plans? What is the content of the
answers expected at this level?
A vendor bidding for Lot 1 should submit a consolidated overall
master project plan.
In addition, for each application in the list, bidder must respond to
points 1 to 7, with a maximum possible application-specific
approach and implementation plans per Lot as follows:
Lot 1 - 25
Lot 2 - 2
Lot 3 - 2
Note that a separate technical response must be submitted per Lot.
Refer to Annex B - Appendix I, para 1.
"Vendors are expected to write full answers for each requirement
... Additional references may be attached as necessary, however
unnecessarily lengthy documents are discouraged."
5
6
General
General
Terms of Reference 6.4.1. Is there an
specific calculation formula used to
measure the technical criteria? % Weight
of Project Approach compared , %
Proposed Personnel , Understanding,
Company qualifications, etc
Yes, weighted scoring methodology will be used for each of the
criteria mentioned in Cover letter 2.5.2
7
General
General
8
General
General
Please let us know if there are any major
Please refer to paragragh "Dependency" of section Statement of
On depencies, see: purpose of the TOR (Annex B Section 1, para 5)
inflight project that may impact the
7 83
upgrade timelines
Please provide high level phase-wise
Tentative Go-live by Q1 2016
See also: 8 9 30 83
time line for HCM 8.9 to 9.2 upgrade
114 115
6
7
8
Page 2 of 102
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
9
General
C
D
Work Pkg
Question
General
9
10
General
General
E
F
See also: 8 9 30 83
Please let us know when is HCM9.2
114 115
upgrade is expected to go-live
In reference to "Annex B - Terms of
Reference" Section 4- RFP mentions 12
month of Implementation + 3 month of
prod support + 3 month of
implementation of new features, IT also
mentions that beyond first three month
of support, some support would be
required for year end activities. Going by
the constraint of going live maximum by
Jun-2016, 3 month warranty support
would end in Sep-16. Please let us know
if you foresee support required beyond
Sep-2016 till Jan-2017?
Refer to Q&A: 8
Please let us know if you are open for
any other solution option for Lot1?
Yes, provided that the vendor could demonstrate that the
alternative approach is better.
Yes, if the proposed Go-live period goes beyond Sep 2016. Bidder
may submit change order rates schedule that could be used for
additional post implementation support, as needed.
UNHCR has established a 12-month implementation (construction
to go-live) window
followed by a post go-live support for the three (3) months
immediately following go-live
and an additional three (3) months to be used within one year
following the roll-out for
other key processing milestones such as year-end support.
10
11
General
General
Also see QA131
See also: 11 131
11
12
General
General
Please confirm if you intend to convert
all crystal reports to XML publisher or
continue using crystal reports.
See also: 12 87 128
12
13
13
Yes. Refer to Work Package 07e deliverables.
General
General
During your assessment have you
prepared any list of customization which
will be potentially be removed in 9.2
upgrade OR do you want vendor to
indicate that as part of RFP response
Page 3 of 102
Prelimiray assessment has been conducted, it however needs
further detailed analysis during the Implementation and Build
phase (i.e. this RFP)
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
14
General
C
D
Work Pkg
Question
General
E
F
In reference to "Annex B - Appendix I Technical Response Format" Section
6.3.4 -'For all lots, for each application' Request you to please share the
expectation from subsection '3 scope of
task' and how it is different from '2
Assessment of need'
Refer to: Technical Response, section 6.3.4, approach and
implementation plan.
Assessment of needs : here you describe your understanding of the
requirements, including the nature of activities required in order to
deliver the solution.
Scope of the tasks: Describe in detail the scope of task for meeting
the needs
14
15
General
General
6.3.6 - Please let us know if we can have
a 3 separate stand alone documents for
each lot explaining our response for each
work package. These will be supplement
documents of 3 main technical responses
Yes. You should submit three (3) documents in this case, one per
lot.
For each project role (examples: Project Manager, Functional
Consultant, Developer, Sr. Developer, Technical Architect),
subsection 2 will be repeated/appended to include all proposed
personnel for the project.
Refer to Annex B - Appendix I, para 1.
"A separate technical response must be submitted for each Lot."
15
16
General
General
6.3.5.2 - Please let us know what is the
expectation from subsection 2- Profile
17
General
General
6.3.5.2 - We understand for each project
role (e.g. Project Manager, Functional
Consultant, Developer, Sr. Developer)
subsection 2 will be repeated
See also: 16 17
16
17
For each project role (examples: Project Manager, Functional
Consultant, Developer, Sr. Developer, Technical Architect),
subsection 2 will be repeated/appended to include all proposed
personnel for the project.
See also: 16 17
Page 4 of 102
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
18
General
C
D
Work Pkg
Question
General
E
F
6.3.4 - 'For Lot1 (Summary)' subsection 3
'Implementation Plan'. RFP states "This
should incorporate work and deliverables
from Lot 2 and Lot 3". We undestand this
will include standalone Implementation
plan for each lots in respective Technical
response document. example:- Lot 1
response will have implementation plan
for Lot 1 only, Lot 2 response document
will have implementaion plan for Lot2
only and Lot 3 response will have
implementation plan for Lot 3 only.
Please confirm
As specificed in the ToR, bidder for Lot1 (Prime Vendor) is
responsible for coordination activities within its lot as well as with
other Lots for interdependent activities. As part of the
engagement, the Prime Vendor must ensure the integration of all
activities, incorporate/consolidate the implementation plan for all
three (3) lots into a master project plan.
As such, in addition to stand-alone implementation plans for each
application in Lot 1, the bidder for Lot1 must include a higher-level
implementation plan.
See work packages.
18
19
General
General
We do not see the break up of estimation
required for Tech Architecture in "Annex
C - RFP 2014-647 Financial Offer
Form.xlsx" . Please let us know how do
you want the break up of efforts for tech
architecture implemementation - This
cannot be divided over lots as this will be
a seperate effort for all lots
UNHCR has a hosting service provider with whom the project
should collaborate to ensure proper hardware sizing and setup.
The system integrator for each lot will be responsible for ensuring
proper installation/setup/technical architecture, providing
guidance is necessary, and will be responsible for the maintenance
during the period of the engagement.
20
General
General
The RFP cover letter states UNHCR is
exempt from all direct taxes and customs
duties. Please confirm if vendors and its
consultants deputed Onsite (under work
visa) for UNHCR engagements are also
exepmted to pay Income Tax in
Switzerland
The tax exemption relates to UNHCR payments to the supplier. For
further inquiries please consult the Swiss authorities.
19
20
Page 5 of 102
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
21
General
C
D
Work Pkg
Question
E
F
General
The RFP cover letter states same price for
3 years, can we provide three different
prices covering each of the year
Financial offers are required by deliverables and the offers should
remain valid for the duration of the project.
21
22
General
General
The RFP cover letter states other UN
agencies can leverage the prices of
successful bidder from UNHCR
agreement, can the same be applied in
the reverse context, wherein UNHCR
leverages existing contract of the bidder
with other UN agencies
Generally speaking yes, however it is subject to the agreement
between the other UN agency and the vendor.
23
General
General
The RFP cover letter mentions sharing of
CV of core staff. Please clarify which
resources to be considered as core staff
for which CV need to be provided
CVs of all proposed personnel
24
General
General
TOR states contract will be awarded to
single or JV or Consortium vendor for
each Lots singlely or completely. In
relation to this, can a bidder provide
multiple responses - Single and under JV
/ Consortium and still be eligible for
consideration under each lot category
singlely as well as under JV / Consortium
No. Only one response (per lot) is needed, even if bidding as part of
consortium. The responses will be evaluated per lot (as a single lot
bid) in any case.
In case a bidder bids for one or two lots
singlely, then is it mandatory to have
prior relationship with successful primary
vendor
For the consultants to be deputed onsite,
can you confirm what kind of visa / work
permit and support will be provided by
UNHCR
No.
22
23
See Annex B - Appendix I -Technical_Response_Format, section
6.4.1
24
25
General
General
26
General
General
25
26
Page 6 of 102
UNHCR will provide a Letter of Attestation for the issuance of the
visa. Further requirements need to be settled by the vendor.
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
27
General
C
D
Work Pkg
Question
General
27
E
F
Is it mandatory to have French speaking
consultants
Supplier Registeration - RFP Letter
Section 2.5.1 - Submission of Documents
for supplier registeration should be done
along with final submission or can be
done earlier to it.
Working language is English, knowledge of French an asset
28
General
General
Please provide them together with your submission, as stated in
the Cover Letter.
29
General
General
Financial - RFP Letter section 2.5.2 - Can
you share the current UN exchange rate
for USD & Euro conversion, for our
understanding and evaluation
Please follow the link for the current conversion rate:
http://treasury.un.org/operationalrates/Default.aspx
30
General
General
TOR - Section 1 - The upgrade of
Peoplesoft HCM (from 8.9 to 9.2)
understand is a spearate project. Please
confirm the planned date of go live for
same.
Please let know if this is undertaken by
UNHCR internal team or alternate
vendor, ensuring we can prepare
cooridnation plan accordingly.
Tentative Go-live by Q1 2016. It's undertaken by UNHCR staff with
the assistance of a consultancy firm.
28
29
30
31
General
General
Coordination work must be discussed/cleared via the UNHCR HCM
project team.
See also: 8 9 30 83
114 115
TOR - Section 1 Lots - Please confirm the
bolt-ons elements to replace Peoplesoft
EPM.
The RFP currently states Bolt-on
applications to be developed
supplementing certain functionality of PS
EPM, please let know depending upon
feasibility can one or all of these bolt-on
can be implemented in Hyperion
Planning Lot-2
31
Page 7 of 102
Refer to Annex B - Appendix II - Application Overview - Lot1 - Bolton…
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
32
General
C
D
Work Pkg
Question
E
F
General
Section 2.1 - mentions that this upgrade
project will address existing deficiences
and will facilitate compliance with UN
financial regulations and rules. Are there
any specific compliance scenarios as per
IPSAS that need to be covered.Request
you to please provide update on the
deficiences / changes expected
Refer to Annex B - Appendix II, challenges and pain points.
General
Section 2.1 - mentions introduction of
operational and business efficiencies
including the automation or elimination
of a number of manual activities
currently required to comply with IPSAS.
Also, there is mention of centralization
(regionalization) of some functions. It
would if you can give some examples
relating to the same
Examples of challenges include: dual accrual and (modified) cash
basis recording, capturing of ancillary costs/systematic inclusion of
transport costs for asset and inventory purchases, centralization of
payment approval at the regional level, decentralization of
payments at country level, implementation of workflow approval
framework across the MSRP applications suite.
Section 2.3 - mentions expectation of
improved donor reporting. Please specify
if this reporting is expected from PS or
Hyperion
While most of the reporting for donors is anticipated to come from
PeopleSoft, reports may have to be generated from both systems
depending on the needs.
32
33
General
For more information, refer to Annex B - Appendix II, challenges
and pain points.
33
34
General
General
This is covered in Work-packages 02 and 07 e) of Lot1 and Lot2.
34
Page 8 of 102
1
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A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
35
General
C
D
Work Pkg
Question
General
35
36
General
General
36
37
General
General
E
F
Section 3.1 - It is mentioned that for each
of the 3 requirements in scope of this
RFP, Fit-Gap and Keep Drop Analysis has
been prepared. It would help if the same
can be provided.
See also: 35 37
Section 3.3 - Is it safe to assume for Lot 2
implementation the primary work
location will be Geneva, with no
expected travel to Budapest.
If travel to Budapest (for coordination
with technical team) needs to be
considered, please let know expected
ratio of working between Geneva and
Budapest. Also, is it safe to assume that
this
travel
if required
would be billed
/
Please
share
Fit-Gap/Keep-Drop
analysis,
See also: 35 37
traceability matrix or any other relevant
documents that are available, that were
prepared as part of the recently
concluded concenptual design phase.
37
Page 9 of 102
Preliminary Fit-Gap and Keep-drop analyses have been performed
and documented. This will be shared with selected bidder(s)
during the due diligence process. Further detailed analysis to be
performed in the RFP Work-package 02 (including but not limited
to their review, revalidation, revision, finetuning, completion).
As part of its proposed implementation plan, bidder must submit
the expected ratio of working / coordinating with UNHCR technical
team in Budapest and include this in the proposal (technical and
financial).
It is irrelevant to provide the details of UN travel rules at this point
in time.
See response to question: 35
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
38
General
C
D
Work Pkg
Question
General
E
F
Please suggest level of documentation
(business requirement documents,
functional, tech specs etc) available for
the current MSRP system.
For the current MSRP system, the level of document varies but, in
general, existing customizations (particularly those updated or
applied in recent years) have sufficient related
documentation/information.
Following the Conceptual design phase, AS-IS business processes
are also well documented along with the desired TO-BE state.
Detailed business requiremetns, functional, tech specs to be
prepared in the next phase of the project.
38
39
General
General
Please indicate the daily volume of
common transactions/day (Requisitions,
POs, Vouchers, Journals, etc). Also,
please indicate the no. of users in the
system.
What is the current/expected Single SignOn setup?
Refer to attached document on Users and Volume of Common
Transaction.
40
General
WP06
41
General
WP06
What is the current production database
size?
For current architecture, see Annex B - Appendix III, Technical
Architecture as well as attached documents on RFP 647 - QandA.
42
General
WP06
No. RAC is not implemented.
General
General
Is RAC implemented on Oracle DB? If yes,
would there be a DB/cluster upgrade as
part of this project?
Section 4 - states the additional support
of 3 months to be used within one year
following the roll-out for other key
processing milestones. It would help if
you can provide scenarios (roll-outs) with
tentative time-plan on when this support
43
39
Currently, portal is used as a gateway to all applications (HR, EP,
TM and FS), and the same is expected at the minimum. In addition,
UNHCR has recently implemented active directory and so
integration to active directory needs to be assessed as part of the
project.
40
41
42
43
Page 10 of 102
As part of its proposed overall project implementation plan, it is for
the Bidder to propose rollout tentative time-plan. Support from offshore needs to be discussed with/agreed by UNHCR with clear SLA.
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
44
General
C
D
Work Pkg
Question
General
F
General
In case of post go-live support, can we
assume this will be pre-dominantly being
provided from off-shore during UNHCR
Geneva normal working hours. Please
specify for each lot activity
As part of its proposed overall project implementation plan, it is for
the Bidder to propose rollout tentative time-plan. Support from offshore needs to be discussed with/agreed by UNHCR with clear SLA.
General
Annexure B-5 > Section 2-Methodology
indicates five main phases (Assessment,
Upgrade, Development & Test, UAT, Go
Live & Support) whereas the work
package definitions indicate 10
processes, please let know the
adaptations (when to be used) of the two
and if there is any correlation
"Annexure B-5 > Section 2" methodology refers specifically to the
PeopleSoft upgrade exercise itself. (It does not discuss other
important activities such as project management, change
management, etc...)
How many resources of UNHCR will be
part of the project? What is the
distribution of roles between them? How
will the allocation of these resources
happen (full time / part time)?
At present, UNHCR's core project team is composed of 3 FTE's: a
project manager, a business coordinator, a senior business analyst.
The extended project team includes process/subject matter experts
and business analysts in the functional areas with varying degrees
of involvement.
44
45
E
The work packages cover all the activities under OUM Oracle
Phases and Implement Focus Areas. Please refer to Oracle project
methodology for more explanations.
45
46
General
General
The bidder is expected to propose the overall project structure and
staffing, including UNHCR roles and responsibilities.
Refer to 6.3.5.3. Expected UNHCR roles and staff levels of Technical
Response.
46
Page 11 of 102
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
47
General
C
D
Work Pkg
Question
General
E
F
Could you please provide editable
versions (excel sheet) of customizations
tables as mentioned in Annex BAppendix III-1-Customization review.pdf,
specially table-Annexure 1-
No.
Customization overview-page no 57
& Object-wise Module-level
customization inventory for major
modules- page no 59
47
48
General
WP03
Do you have a dedicated communication
team? If yes, what are their capabilities
and would they be able to support the
project?
49
General
WP03
What are the communication channels
and mechanisms that UNHCR wants to
utilize during the upgrade program:
email, newsletters, information sessions,
webcasts, videos, self-running product
demonstrations?
48
Currently, the project team is covering all communication related
to the project itself. UNHCR intends to strengthen with bidder's
personnel.
See work package 3
Communication mechanisms will vary according to purpose and
audience.
See attached documents:
RFP QandA - Communication
RFP QandA - Change Management
49
50
General
WP03
Does "Change Planning and Execution"
scope include business process redesign
activities or is it restricted to analyzing
the delta between AS IS and TO BE
processes and develop a plan on what
the impact is for users +
recommendations for communication &
training?
50
Page 12 of 102
Both.
See attached document: RFP QandA - Change Management
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
51
General
C
D
Work Pkg
Question
WP03
E
F
Does "Change Planning and Execution"
includes organization restructuring
activities, where (Oracle) vendor needs
to present recommendations on how to
change the organization structure, or is it
restricted to recommendations and
execution activities in the areas of
communication and training on how to
support the organization through the
business and IT transition?
Yes.
51
52
General
WP04
Do you have particular additional
See also: 52 104
If refering to consultants, no, but fluency in another UN language
language requirements besides English? 137 158 242 488
(eg French) is helpful;
507 5265 537 557
577
If refering to training, main training is in English with some French;
If referring to working system language (setup), no; However, some
reports/descriptions are in French, Spanish;
52
53
General
WP04
Do they have an internal training team
See also: 53, 59, 60
that will work together with the (Oracle)
vendor consultants in a blended team
during the development and delivery of
the training. If yes, how big is their
training team.
Yes but with limited capacity, UNHCR intends to strengthen with
bidder's personnel.
UNHCR will use internal resources to build training capabilities and
capacity for post implementation; however, we anticipate that the
Prime Vendor will be involved in both train-the-trainer and enduser training delivery. UNHCR team members will also be used to
provide end-user training.
See attached document: RFP QandA - Training
53
Page 13 of 102
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
54
General
C
D
Work Pkg
Question
WP04
E
F
What are the different job roles that will
be affected by this initiative and that
require end user training?
54
To be determined.
RFP QandA - Change Management;
RFP QandA - Training
RFP QandA - Training
RFP 647 - QandA - Users and Volume of Common Transactions
55
General
WP04
What are the number of users per job
role and how is their geographical
spread?
56
General
WP04
Beside full training on newly
implemented modules, is it required
delta training on upgraded modules?
Yes.
Do you have a Learning Management
System? Or how do you currently
host/distribute the training materials and
eLearning?
What are the training team's skill set /
capabilities: Buy training from supplier
and/or develop your own training
material?
Do you have your own trainers?
See also: 53, 59, 60
55
56
57
General
WP04
58
General
WP04
57
58
59
General
WP04
60
General
WP04
See ToR, section 3.3, Work Package 04.
Also see attached document: RFP QandA - Training
See response to question 53.
59
If you have your own training team, is it See also: 53, 59, 60 See response to question 53.
planned to work in collaboration with
Oracle's team? If yes, how much of their
time will be provided?
60
Page 14 of 102
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
61
General
C
D
Work Pkg
Question
WP04
E
F
Section 3.3 - As part of the end user
training work package, it is expected that
all end users will be required to be
effectively trained. Request you to share
the no. of users expected to be trained
across each lot
To be determined.
61
62
General
WP04
Section 3.3 - Additionally for training,
please let know if this needs to be
conducted for all users at Geneva / each
individual location / online training.
Request you to share the method to be
adapted across each lot
Please refer to Key activities of WP-04.
Section 3.3 - As part of the knowledge
transfer work package, please let know
the users (including no. of) for whom this
needs to be accomplished across each
lot.
Also, is it safe to assume that this will be
undertaken at one location for each lot.
No, do not assume that this will be undertaken at one location.
Most likely, Knowledge transfer activities will be conducted in
Geneva, Budapest, and possibly UNHCR service centers responsible
for production support, depending on the Lot/Applications.
Section 3.3 - As part of system
configuration and setup, is it safe to
assume that native security would be
defined for each application.
Also, there is mentioned of agreed
benchmarks for security, request to
specify these benchmarks for
understanding of expectations
Yes, security should be defined for each application. Benchmark for
security would be the current system. Security should be at the
mimimum as good as the current system if not better.
62
63
General
WP05
The (business) users to be trained include functional experts in
their respective areas of responsibility. For example, procurement
related to PMCS functional expert, Accounting/Financial to AFS
functional expert etc...
63
64
64
General
WP06
Page 15 of 102
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
65
General
C
D
Work Pkg
Question
WP06
E
F
Section 3.3 - As part of the approval
workflows, please let know the no. of
levels of approval is expected to be
defined
In principle 1 to 2 levels but it will depend on the business process
area.
For example, for supply chain processes, normally one level, with
potential prior technical clearance on some cases/process flows.
In any new processes where plan to use workflow it is still to
decide the level of approvals.
65
66
General
WP08
Please specify if UNHCR is using any
specific testing tool or alternately any
core process that needs to be followed
Please refer to WP08: For PeopleSoft, functional test cases should
be developed as part of the
implementation of PeopleSoft Test Framework (PTF).
The System Integrator will use and provide, if necessary, the tools
and agreed procedures to manage the testing activities.
66
67
Lot1-Expenses
WP02
What is the payment method that is
going to be used for expense payments?
At the very least, the same payment methods already in use for
paycycles, both electronic and manual methods.
68
Lot1-Billing
WP02
Are invoices others than CD (which is
interfaced from bolt-on) are manually
entered in Billing?
Some invoices will be entered manually, but not all. There will
potentially be 3rd party interfaces from systems other than the
Contributions Management bolt-on, for example generation of
invoices from an Excel upload.
69
Lot1-Billing
WP02
Is there a plan to use AM-BI interface?
Yes, the use of AM-BI interface is in the plan.
70
General
WP06
Yes, the application should be available over the internet.
71
Lot1-App.Upgrd
WP06
72
General
WP06
Is the application accessible from outside
network? In that case what is the
existing/expected setup?
Is there any specific requirement of latest
patch level that need to be applied on
9.2?
Is the database Unicode/Non-Unicode?
67
68
69
70
71
72
Page 16 of 102
This is dependent on the latest available PUM image during the
test moves and code catch-up schedule.
Unicode
1
2
A
B
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Question
Lot - Section
Number
73
Lot1-App.Upgrd
C
D
Work Pkg
Question
E
F
WP09
Is there any limitation on application
down time during go-live?
Minumum disruption. Only in the events of force-majeur
Is there any limitation in the number of
upgrade passes (w.r.t space
considerations)?
Are invoices other than CD are interfaced
or entered in AR?
In principle, no limitation but dependent on the availability of
resource. Bidder to propose optimum plan with minumum
disruption.
Yes. Refer to Annex B - Appendix II - Billing which discusses invoices
for various income related activities.
73
74
Lot1-App.Upgrd
WP06
75
Lot1-Billing
WP02
76
Lot1-Proj.Costing WP03
Integration is required between
PeopleSoft Expenses and designated
UNHCR Travel Agency for ticket
reconciliation. Is it for reconciliation only
or are you planning to integrate with the
travel partner to leverage the reservation
to create Expense Reports?
To be determined/elaborated. Detailed requirements gathering
and analysis is part of the engagement.
77
Lot1-Expenses
WP03
78
Lot1-Expenses
WP03
A high-level Fit–Gap document is
available as part of the assessment
report for this module. Where can we
find those documents?
Could you please provide example of HR
Travel?
79
Lot1-Billing
WP03
80
Lot1-Accounts Payable
WP02
74
75
76
77
78
79
Could you please explain the acronyms
MIP, LOP?
Could you please explain the acronyms
AFS, DESS and DFAM?
80
Page 17 of 102
HR Travel would include travels for: initial appointment,
reassignment, home leave, family visit, educated grant
travel/reverse education grant travel, separation, reassignment
combined with home leave
MIP - Medical Insurance Plan
LOP - ?
AFS - Accounts and Financial Service
DESS - Division for Emergencies, Supply and Security
DFAM - Division of Financial and Administrative Management;
1
2
A
B
C
D
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Question
Lot - Section
Work Pkg
Question
Number
81
Lot1-Accounts Payable
WP06
How do you calculate the payroll for the
employees depuded to a local field
office?
E
Payroll is calculated in the HR system, which is outside of scope of
PeopleSoft FSCM.
The actual formula is irrelevant for this engagement.
For information on Implementing Partners, please refer to:
81
82
Lot1-Cash Management
WP02
F
In the cash flow overview section, what is
the Implementation Partner reporting?
Annex_B_-_Appendix_II_-_Application_Overview_-_Lot1_-_Bolton_-_Partnership_Management.pdf
82
83
Lot 1
In General
Can UNHCR provide us with the timeline
for its PeopleSoft HCM upgrade, for all
the phases? This will help to understand
alignment of new module
implementations like Expenses with the
HCM project.
Please comment if any other inflight
projects that will have a dependency or
affect the Finance upgrade timelines
HCM Timeline: See response to Q8
Depencies: See response to Q7
See also: 8 9 30 83
114 115;
On depencies, see:
7 83
83
84
Lot 1
In General
Section 4 of Annex B Terms of Reference
indicates that UNHCR has described the
timeline as twelve months. Please
confirm if the vendor can propose an
alternative timeline to align well with the
RFP requirements.
Yes.
85
Lot 1
In General
Please describe if UNHCR has a
prescribed minimum time window for
user acceptance testing
Bidder should include/propose in the overall implementation plan.
84
85
Page 18 of 102
Constraints include the year-end closure Dec-Apr time period,
which should be avoided, as key SME's and business owners will
have limited availability.
1
2
A
B
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Question
Lot - Section
Number
86
Lot 1
C
D
Work Pkg
Question
In General
E
F
Please clarify if UNHCR has a preference
for and also licenses for specific testing
tools like HP QTP for Functional testing
and Loadrunner for Performance testing.
86
87
Lot 1
In General
Annex B Reporting Deliverables mentions
conversion of all reports to standard
tools (e.g. Crystal Reports to XML
Publisher). We understand that there are
over 150 Crystal reports in the current
PeopleSoft system. Please describe if it is
necessary to convert all these Crystal
reports to XML Publisher even if current
Crystal reports meet the functional
requirements.
Yes, Crystal Report conversion to XML Publisher in in scope.
At this point, UNHCR has not established the number of Crystal
reports that have to be converted, but it is reasonable to assume
that at least 100 reports are impacted.
Alternatively, please comment if an
analysis been done on how many Crystal
reports necessarily need to move to XML
Publisher
See also: 12 87 128
87
88
Lot 1
In General
For all the new modules that are being
proposed to be implemented, please
comment if detailed approved
requirements and fit gap documents can
be shared to facilitate near accurate
estimates.
88
Page 19 of 102
1
2
A
B
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Question
Lot - Section
Number
89
Lot 1
C
D
Work Pkg
Question
E
F
In General
Has UNHCR finalized integration
requirements with external travel
agencies and credit card vendors for
specific requirements like secure file
transfer, file encryption, infrastructure
etc.
No.
89
90
Lot 1
In General
Please comment on the UNHCR
commitment on providing Subject Matter
Expertise for UNHCR requirements for
the upgrade and implementation.
UNHCR is committed.
91
Lot 1
In General
Please clarify if Organization Change
Management is in scope for the vendor
92
Lot 1
In General
For all the new modules that are being
proposed to be implemented, please
comment if detailed approved
requirements and fit gap documents can
be shared in order to propose an
accurate estimate for implementation
93
Lot1-App.Upgrd
General
Please confirm whether environment
consolidation (merger of PeopleSoft
Financials 8.4 and Treasury Management
Systems 9.0) is within the scope of this
RFP?
Yes. This is a KEY deliverable.
90
91
92
93
Page 20 of 102
1
2
A
B
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Question
Lot - Section
Number
94
Lot1-App.Upgrd
C
D
Work Pkg
Question
E
F
General
RFP mentions the project duration for a
year. Are there any blackout periods
when UNHCR will not be able to Go Live
for business or strategic reasons?
Year-end closure period is considered a go-live 'blackout period' for
Lot1, upgrade and consolidation into PeopleSoft 9.2.
94
95
Lot1-App.Upgrd
General
Does UNHCR expect the upgrade and
implementation of new modules to go in
parallel or sequential?
The timing of the implementation of new PeopleSoft modules vis-àvis the upgrade depends on a number of factors, including the
criticality of the module. Definitely some new modules will go
parallel, some later in sequential.
96
Lot1-App.Upgrd
General
What is the strength of the current
PeopleSoft team?
a) Management Resources
b) Functional Resources
c) Techno-Functional Resource
d) Technical Resource
Vendor should assume, in general, that UNHCR resources have
strong knowledge in their areas of responsibility, but limited
capacity.
97
Lot1-App.Upgrd
General
98
Lot1-App.Upgrd
General
For current architecture, see Annex B - Appendix III, Technical
Architecture.
For changes to the project, see work package 1.
99
Lot1-App.Upgrd
General
What’s the actual size of current
PeopleSoft Production Database?
Do we have any change control
mechanism in place?
Do you have any restriction of sharing
copy of production data with offshore?
100
Lot1-App.Upgrd
General
95
96
97
98
No copy of production data will be shared.
99
Is the upgrade planned to be a “a near
Vanilla” Upgrade?
See also: 100 101
Mixed, in the sense that the idea is to maximize vanilla
functionality, minimize intrusive customizations.
UNHCR recognises the value of PeopleTools as a development
environment and expect to use it for non-intrusive bolt-on
modules within the PeopleSoft application.
100
Page 21 of 102
1
2
A
B
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Question
Lot - Section
Number
101
Lot1-App.Upgrd
C
D
Work Pkg
Question
General
E
F
If the answer to the above question is
“No”, then please specify the additional
functionalities for each implemented
module that you plan to implement in
the target version (apart from the
current customizations)?
Most of the additional functionalities are mentioned in the
appendix II documents.
See also: 100 101
101
102
Lot1-App.Upgrd
General
With respect to implementation of
additional functionalities, have you
completed the scoping and estimation of
effort? Please provide details.
No.
103
Lot1-App.Upgrd
General
Is Database Installation and Maintenance
part of scope for the upgrade
Database installation is handled by our service provider hosting the
environments. The System Integrator will be responsible for
ensuring proper installation/setup, providing guidance is
necessary, and will be responsible for the maintenance during the
period of the engagement in collaboration with the hosting service
provider.
104
Lot1-App.Upgrd
General
No.
105
Lot1-App.Upgrd
General
106
Lot1-App.Upgrd
General
Is current Environment Multi lingual? If See also: 52 104
yes, let us know languages implemented. 137 158 242 488
507 5265 537 557
577
Do we need to consider addressing key
challenges listed for each of the existing
modules as part of the upgrade scope?
Or this would be taken up post Upgrade
as Phase 2?
What is the duration (in weeks) you are
considering for the user acceptance
testing phase? Or you expect Oracle to
provide you with duration based on best
practices
102
103
104
105
106
Page 22 of 102
In principle, yes, the key challenges should be addressed.
For vendor to propose its approach/best practice and agree with
UNHCR
1
2
A
B
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Question
Lot - Section
Number
107
Lot1-App.Upgrd
C
D
Work Pkg
Question
General
107
108
Lot1-App.Upgrd
General
109
Lot1-App.Upgrd
General
110
Lot1-App.Upgrd
General
111
Lot1-App.Upgrd
General
112
Lot1-App.Upgrd
General
113
Lot1-App.Upgrd
General
114
Lot1-App.Upgrd
General
115
Lot1-App.Upgrd
General
116
Lot1-App.Upgrd
General
108
E
F
What is the duration (in weeks) you are
considering for the parallel testing
phase? Or you expect Oracle to provide
you with duration based on best
practices
Are you looking for Performance testing
phase in upgrade project?
Do we have any tools like Load Runner
for performing the Performance Testing?
For vendor to propose its approach/best practice and agree with
UNHCR
Is there any documentation on test case
plans available?
Can you provide offshore access to
specific instances (DEV, TEST, TRN etc.)
on your servers?
Can you provide copies of your nonproduction instances to our offshore
facilities after sanitizing the instances of
any real data (i.e. after masking the real
data)?
How many months of support do you
See also: 113, 543,
require after the upgrade go-live?
563, 583
No. If any, it would be minimal.
Yes, please refer to WP08
UNHCR does not have any tools for performance testing.
109
110
111
112
Access to UNHCR servers will only be granted to official project
staff accepted by UNHCR.
No copy of non-production instances will be shared.
Refer to Terms of reference 4. Timeline and Constraints
113
114
115
116
Are there any dependencies between the
Refer to Terms of Reference - Statement of purpose - Dependency
upgrade project and any other initiatives
within the organization?
See also: 8 9 30 83
114 115
See also: 8 9 30 83 See response to question: 8
When is the Go Live planned for HR
114 115
Upgrade which is currently in flight?
When are you planning to start the
Refer to Terms of reference 4. Timeline and Constraints
project?
Page 23 of 102
1
2
A
B
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Question
Lot - Section
Number
117
Lot1-App.Upgrd
C
D
Work Pkg
Question
E
F
General
Do we have Data Archival in place for
existing PeopleSoft System? Is upgrade of
Archived data in scope or out of scope as
part of this upgrade?
No data archiving in place for existing PeopleSoft
117
118
Lot1-App.Upgrd
General
Is expectation for training is only to Train
the Trainer or end users as well. If end
users, how many user training sessions
are required to be conducted and what is
the total no of end users
119
Lot1-App.Upgrd
General
Can we assume that Train the trainer
Manuals would be used to train or do
you have any specific requirement on
user manuals.
Can we assume Application Knowledge
Transfer would be only on new
functionalities and can we covered
during SIT and UAT Phase
To be determined.
118
119
120
Lot1-App.Upgrd
General
To be determined. In principle, application KT should cover new
and changed functionalities as a priority, but also provide a
refresher on other functionality in the target versions.
The timing of the knowledge transfer must be determined during
the planning stages of the engagement.
120
121
Lot1-App.Upgrd
General
122
Lot1-App.Upgrd
General
121
How many resources would be part of KT
sessions from current IT Team
Do you have any additional requirement
of documentation which need to be
handed over as part of KT sessions?
122
Page 24 of 102
Approximately, 4 resources.
See Work Package 5.
1
2
A
B
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Question
Lot - Section
Number
123
Lot1-App.Upgrd
C
D
Work Pkg
Question
General
E
F
What is expected from Oracle for nonOracle Bolt-ons applications?
Within this engagement, the vendor is expected to perform the
activities and deliver the outputs covered under the work
packages, including rollout and the provision of postimplementation support.
Particularly for bolt-ons (and other customizations), UNHCR
expects high quality build, development and documentation.
123
124
Lot1-App.Upgrd
General
UNHCR has mentioned "Chartfields
rationalization" as one of the key
priorties, could you please describe this
requirement in detail? Do you expect us
to explore and identify any additional
Chartfields requirements?(Annexure B-
This is Key Priority (KP1) which is adressed by uNHCR relevant
business owners, internally.
Appendix I-Terms of Reference(TOR),
Section 2.3-Key Priorties, Page no 6)
124
125
Lot1-App.Upgrd
General
UNHCR has mentioned "Single travel
system" as one of the key priorties, could
you please describe this requirement in
detail? Which travel management system
are you currently using?(Annexure BAppendix I-Terms of Reference(TOR),
Section 2.3-Key Priorties, Page no 6)
125
Page 25 of 102
The management of travel is currently a manual process , outside
of MSRP across UNHCR HQs and and UNHCR field operations.
1
2
A
B
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Question
Lot - Section
Number
126
Lot1-App.Upgrd
C
D
Work Pkg
Question
General
E
F
Terms of Reference mentions that
vendors would be responsible for
finalization of requirements, developing
the strategy for reviewing
customizations, ensuring the traceability
of decisions and migrate those deemed
usable. In this case is the requirments
gathering also in scope of this RFP or
would the requirements be provided by
UNHCR? (Annexure B-Appendix I-Terms
Requirements gathering is also in scope.
of Reference(TOR), Section 3.2.2-Build
and Implementation PhaseCustomizations overview)
126
127
Lot1-App.Upgrd
General
As per the scope, PeopleSoft EPM 8.9 will
be decommissioned and its current
functionalities will be distributed across
Hyperion and PeopleSoft Financials 9.2
as bolt on. During the conceptual design
phase, is any decision made on what
functionalities will be in PeopleSoft as
bolt-ons vs what will be in Hyperion. If
yes please provide details.(Annexure BAppendix I-Terms of Reference(TOR)
127
Page 26 of 102
The decision was made. Full details are in Annex B, Appendix II.
Please refer to the document for Contributions Management in
particular.
1
2
A
B
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Question
Lot - Section
Number
128
Lot1-App.Upgrd
C
D
Work Pkg
Question
General
E
We are assuming that all Crystal reports
currently in use need to be converted to
XML Publisher. Please confirm.
(Annexure B-Appendix I-Terms of
Reference(TOR), Section 3.2.3-Build
and Implementation Phase-Customized
reports and queries)
128
129
Lot1-App.Upgrd
General
F
See response to question: 12 and 87
See also: 12 87 128
For potential implementation of
additional PeopleSoft Modules of Realestate Management and Project Costing,
is any preparation done at UNHCR
level. If yes please provide details along
with expectations from vendor?
As per shared documentation, only a feasibility study to determine
that the modules are capable of handling the UNHCR required
functionality has been undertaken. No formal fit-gap session
undertaken.
and Implementation PhaseApplications overview)
See also: 129 141
129
130
Lot1-App.Upgrd
General
We are assuming that all interfaces
mentioned in Annex B-Appendix III-1customized interfaces.pdf are related to
PeopleSoft FSCM only. Please confirm.
Also if possible, could you please provide
a diagrammatic representation
/architecture of all interfaces?
130
Page 27 of 102
In the current environment, the customized interfaces may be
related to FSCM v8.4 (Fin/SCM), Peoplesoft EPM v8.9
(Budget/Income) or FSCM v9.0 (Treasury). It is expected that as
part of this engagement, activities will be carried out in order to
identify all possible integration to other applications/systems.
The current system landscape is illustrated in Annex B, Appendix IIII
under section 1.3.1. heading Current System Landscape.
1
2
A
B
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Question
Lot - Section
Number
131
Lot1-App.Upgrd
C
D
Work Pkg
Question
WP02
E
If the answer to the above question is
‘Yes’ then what would be preferred
approach for environment
consolidation?
• Upgrade and then consolidate
• Consolidate and then Upgrade
132
UNHCR prefers upgrading FSCM to 9.2 and consolidating TMS
directly into 9.2.
See:
ToR - Appendix_IIII_-_5__Methodology_and_Options_for_Upgrade
See also: 11 131
131
132
Lot1-App.Upgrd
WP02
F
Detailed Budgeting :
• How many reports needs to be
developed in Financial Reports?
• How many reports from PeopleSoft
queries and as well as from GFI and GFX
is expected?
• How many web Forms needs to be
developed in Hyperion Planning?
• How many users are planning to use
the system? This is required for load
balancing
• How many years of History needs to be
stored in the System? This is required for
planning historical data migration
• Is the historical data available in
systems or excel?
• What kind of security level is expected
in the Hyperion Planning Web Forms?
• Are they planning to host detailed
budgeting and position budgeting on the
same environment?
Also see QA11
Some details may only be elaborated during the engagement (eg.
number of web forms, number years of history, security levels,
etc).
Approximately 10 NVision existing detailed budgeting reports exist
in the current EPM system but it is expected to have more in
Hyperion. (See also Annex B - Appendix II - Application Overview Lot1 - Bolt-on - Partnership Management, "Challenges section".
Current EPM Queries are provided in Annex IV section 2.
Currently EPM has approximately 2500 individual users. The
number of Hyperion users will have to be determined.
See also: 132 305
Page 28 of 102
1
2
A
B
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Question
Lot - Section
Number
133
Lot1-App.Upgrd
C
D
Work Pkg
Question
WP02
E
F
We understand that As-is assessment, fit
gap and drop keep analysis, to be
process flows and functional design for
all existing PeopleSoft applications have
already been completed and we are only
expected to do a revalidation of the
same along with build and
implementation, Testing and
deployment. Please confirm.(Annexure
See Work Packages, particularly work packages 2.
B-Appendix I-Terms of
133
134
Lot1-App.Upgrd
WP02
We understand that As-is assessment, fitgap and drop-keep analysis, to-be
process flows and functional design for
all new required and potential
PeopleSoft applications and bolt-ons are
in scope along with build and
implementation, testing and
deployment. Please confirm.(Annexure
B-Appendix I-Terms of
134
Page 29 of 102
Yes. (For potential new applications, build and Implementation,
testing and deployment activities will depend on clearance/final
business decisions.)
1
2
A
B
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Question
Lot - Section
Number
135
Lot1-App.Upgrd
C
D
Work Pkg
Question
WP03
E
F
We Understand that UNHCR is willing to
accomplish Oracle PeopleSoft business
process improvements to be aligned with
delivered/standard functionalities of
Oracle/PeopleSoft and wants planning
and execution of change management
plan. Are you also expecting vendors to
do financial process analysis and
redesigning? Are you willing to align your
financial business processes with
Industry best practices? (Annexure B-
To be determined.
Before making this decision, UNHCR will work with the System
Integrator to discuss other options such as available work-around
or process re-design. Acceptable solutions will be determined by
UNHCR in conjunction with the System Integrator and may be any
of the options described under 2.2 Guiding principles of the TOR.
Appendix I-Terms of Reference(TOR)
Section 3.3)
135
136
Lot1-App.Upgrd
WP04
Do you have UPK training modules for
the existing PeopleSoft modules, that can
be used as a starting point?
There are some, but may be outdated.
136
137
Lot1-App.Upgrd
WP04
Does UNHCR expect vendor to provide
training content/documentation in
different languages? Also does UNHCR
expect vendor to provide training in its
own toolset or would UNHCR provide
their toolset? (Annexure B-Appendix I-
See also: 52 104
All materials/documentation in English (UNHCR will take care of
137 158 242 488
the translation/production of material in different languagues (to
507 5265 537 557 check with GLC).
577
For additional information on training, see attached document: RFP
QandA - Training
Terms of Reference(TOR) Section 3.3)
137
138
Lot1-App.Upgrd
WP04
As user Training is in scope, please
confirm number of users of Financial
management system that need to be
trained. (Annexure B-Appendix I-
Terms of Reference(TOR) Section 3.3)
138
Page 30 of 102
To be determined.
1
2
A
B
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Question
Lot - Section
Number
139
Lot1-App.Upgrd
C
D
Work Pkg
Question
WP06
E
F
UNHCR mentions that System Integrator
must develop backup and recovery plan
as well as disaster recovery strategy.
Please provide inputs on whether it is
needed to be done for all production and
non-production environments during
implementation? Also during the post go
live support is the system integrator
expected to execute the disaster
recovery test as well (Annexure B-
Backup recovery and disaster recovery strategies apply to the
production environment acceptable to UNHCR.
The system integrator is expected to actively participate and
support the disaster recovery test in collaboration with UNHCR and
the hosting service provider as part of the post go live support.
Section 3.3)
139
140
Lot1-App.Upgrd
WP06
On Security: Is Single Sign-on existing
between current MSRP systems of
PeopleSoft HR and PeopleSoft Financials?
If not is the vendor supposed to
implement it? What will be the role of
vendor who currently does PeopleSoft
HR Upgrade in this activity. (Annexure B-
Yes, through portal
Section 3.3)
140
141
141
Lot1-App.Upgrd
WP08
For potential implementation of
additional PeopleSoft Modules of Realestate Management and Project Costing,
is any preparation done at UNHCR
level. If yes please provide details along
with expectations from vendor?
Referen
See answer to question: 129
See also: 129 141
Page 31 of 102
1
2
A
B
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Question
Lot - Section
Number
142
Lot1-App.Upgrd
C
D
Work Pkg
Question
WP08
E
F
Does UNHCR use any tool (like HP Quality
Center) during the testing phase to
maintain test scripts, test data and defect
tracking. If yes please provide details.
No, UNHCR currently does not use any tool for test scripts, test
data and defect tracking specifically for PeopleSoft related testing,
however SpiraTeam has been used in other projects.
Reference(TOR) Section 3.3)
142
143
Lot1-App.Upgrd
WP08
Please confirm if UNHCR is also looking
for GL parallel test. If yes, please state
preferred duration of GL parallel runs.
Ambiguous question.
Reference(TOR) Section 3.3)
143
144
Lot1-App.Upgrd
WP08
Can you provide the names of key
processes that qualify for performance
testing during the performance testing
phase? (Annexure B-Appendix I-Terms
of Reference(TOR) Section 3.3)
144
Page 32 of 102
To be determined. Performance testing will be performed across
applications to measure response time with a single user or with
multiple users using the system, e.g. procurement to pay
processes, reports (nVisions), transactions against Essbase, queries,
etc
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
145
Lot1-Billing
C
D
Work Pkg
Question
General
E
F
Will this be a Vanilla Implementation?
This will be assessed in this RFP (see WP02).
In principle, UNHCR would like a (close to) vanilla implementation
but recognizes that standard functionility may not meet all of its
needs. (Refer to ToR, section 2.2 - Guiding Principles.)
Example: The invoice created for CDs is likely to be complex and
necessitate detailed formatting. As a bespoke invoice is a standard
requirement, the implementation still falls into the category of a
vanilla implementation.
145
146
Lot1-Billing
WP02
147
Lot1-Billing
WP02
148
Lot1-Billing
WP02
146
Please let us know how many Billing
systems do you have? Do you want to
convert data or integrate them to new
system?
Please confirm if UNHCR creates AP
vouchers from Billing (e.g. RMA)?
147
Please confirm if UNHCR generates
interunit Invoices
148
Page 33 of 102
Currently, UNHCR does not have a Billing system per-se. Billing
occurs outside of PeopleSoft with manual documents. No data
conversion is anticipated.
Currently, UNHCR does not have a Billing system. In the PS9.2
implementation, UNHCR might use this functionality. (To be
decided.)
Currently, UNHCR does not have a Billing system. In the PS9.2
implementation, UNHCR might use this functionality. (To be
decided.)
1
2
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Question
Lot - Section
Number
149
Lot1-Billing
C
D
Work Pkg
Question
WP02
E
F
Please let us know how many Invoice
formats will UNHCR organization will be
requiring?
The final number of invoice formats will determined during the
engagement.
System integrator must consider that at least the following may be
required: One for CDs (with complex formatting), one for staff
(reimburseable loans, etc), one for third-parties (sub lease, etc),
and one for the PI shop (with a nice presentation that includes links
to further information, etc). The invoice for CDs will need to
duplicated so as to allow for English, French and Spanish versions.
149
150
Lot1-Billing
WP02
Please let us know what would be the
intended Process Flow:
1. Billing > Accounts Receivable > General
Ledger
2. Billing > General Ledger (for Revenue
Tracking) and AR > GL (for Payments).
The intended Process Flow is 1. Billing > AR > GL
151
Lot1-Billing
WP02
Please confirm the Assumption: Invoices
will be generated on the basis of Billing
Identifiers (Charge Codes).
To be determined during this engagement.
152
Lot1-Billing
WP02
153
Lot1-Billing
WP02
Please confirm the Assumption: There
Correct. See answer to questions 149 and 440 for more detail.
would be multiple Invoice Templates for
various Invoicing Activities.
See also: 149, 152,
440
Please let us know the Invoices raised are
UNHCR is not subject to VAT.
subjected to VAT/Service Tax, or, as a UN
Agency, UNHCR follows its own Taxing
Method or None.
154
Lot1-Billing
WP02
150
151
152
153
154
Please let us know if there will be a
specific Numbering Sequence for
different types of Invoices.
Page 34 of 102
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Question
Lot - Section
Number
155
Lot1-Billing
C
D
Work Pkg
Question
E
F
WP07
Please list the integration point to Billing
(e.g. Order Management, 3rd party etc.)
The Contributions Management bolt-on will function as a 3rd party
integration to BI. Another 3rd party systems could be for MIP.
UNHCR are not planning to implement Order Management.
General
Very likely, some customizations will be required. However, the
objective of the project is to maximize the use of standard
functionalities...
155
156
Lot1-Expenses
156
157
Lot1-Expenses
General
Among the listed functionnalities, what
are those which aleady exist in the
current version ?
Refer to:
ToR, 2.2, Guiding Principles.
Annex_B_-_Appendix_II_-_Application_Overview_-_Lot1_-_FS__Expense.pdf
PeopleSoft Expense module is not currently in use.
Annex_B_-_Appendix_II_-_Application_Overview_-_Lot1_-_FS__Expense.pdf
157
158
Lot1-Expenses
General
159
Lot1-Expenses
General
160
Lot1-Expenses
WP02
Please let us know the relationship of
existing Expenses business process with
PeopleSoft GL Business Unit (For Ex: one
to many / Many to One)
UNHCR is currently using only one GL Business Unit, with
subsystems having multiple Business Units. Expenses are likely to
follow the same model.
161
Lot1-Expenses
WP02
Please let us know what pare payment
methods used (Credit Card / Bank
transfer/ Salary)
To be elaborated during engagement (requirement gathering
activity).
158
Notifications will be in english only or will See also: 52 104
Notifications will be in English only
depend on the preferred languages ?
137 158 242 488
507 5265 537 557
577
Are there reports to automatically
To be determined.
generate and attach to notifications ?
159
160
161
Page 35 of 102
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Question
Lot - Section
Number
162
Lot1-Expenses
C
D
Work Pkg
Question
E
F
WP02
Please let us know how may expenses
type required to be configured
activity).
Does any expenses type require
questionaries’ to be answered by user?
OR do you need them to be configured
that way.
Please let us know if barcode is to be
printed on expense sheet
Please confirm if you need details
tracking for following expenses type?
Meals & Lodging
Hotel
Transportation
Personal Vehicle Mileage
Anything else
activity).
Please confirm if UNHCR requires
visibility into Ongoing Activities,
Requirement such as
Budget vs. Actual
Projected Expense
Expenses In Progress
Please confirm if use of pre-trip travel
authorization Required (Yes/No)
activity).
162
163
Lot1-Expenses
WP02
164
Lot1-Expenses
WP02
165
Lot1-Expenses
WP02
166
Lot1-Expenses
WP02
167
Lot1-Expenses
WP02
168
Lot1-Expenses
WP02
169
Lot1-Expenses
WP02
163
164
activity).
activity).
165
166
167
168
169
Please confirm if use of Credit Card
Charges Import Required (Yes/No)
Please confirm if use of Imaging Solution
Required (Yes/No)
Page 36 of 102
In the organization, a travel authorization is required before any
trip. To be elaborated during engagement (requirement gathering
activity).
activity).
activity).
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Question
Lot - Section
Number
170
Lot1-GRC
C
D
Work Pkg
Question
General
E
F
We see lots of controls defined in
“Annexure A – GRC” for all streams like
Finance, Supply chain - Have you done
the control assessment of these earlier
and has it been accepted by UNHCR that
it will go in GRC System? We see these
listed to be more of Operational Reports
than controls. Most of them can be
handled directly in PeopleSoft Systems
and Operational Reports.
Only controls related to high risk access
conflicts to be monitored should be in
AACG
Transactions - Related to Master Data,
Threshold Values, Configurations,
Different states, Due dates etc that
required continuous monitoring should
be built in TCG and not General
Operational Reports.
170
Page 37 of 102
Refer to the TOR Annex_B and appendix II_Application_GRC .The
prioritisation of the controls to go in GRC has not yet been done.
Re. Annex B and AppendixII-GRC, the system integrator will
revalidate the list of controls that will go in GRC - out of the overall
listed controls. Bidder to propose/advise based on their experience
/ expertise.
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Question
Lot - Section
Number
171
Lot1-GRC
C
D
Work Pkg
Question
General
E
F
The output from GRC application is a
report that can be assessed by Risk Team
or Business Process owners. They can do
it only if they know PeopleSoft
Application and GRC Control Definitions
(I mean technically). Does UNNHCR have
this kind of a skill set across all countries?
Then the Business owners need to take
action / Remediation activity in
PeopleSoft Application for the changes,
and then test them. It is a mix of IT teams
and Business Leads to act on GRC
application.
GRC is new module. At this point in time, UNHCR does not have
technical GRC skills. Re. WP02 and Annexure 1- GRC.
Bidder to propose/advise based on their experience / expertise.
171
172
Lot1-GRC
General
I see that you have mentioned about US
and Country teams - Are these teams just
analyzing the GRC reports or they will
work in GRC application individually to
create controls. As a best practice in GRC,
is to manage the application centrally like
a shared service and requests - to create
new model, enhance the existing control
can come from Global US or Country
teams.
In adherence with best practice for GRC - UNHCR envisages to
manage the GRC application centrally (creation of new models
enhancement of controls etc.). However, as per annex B_Appendix
II, the system integrator will assist in defining the role of UNHCR
country offices in the implementation of GRC. Bidder to
propose/advise based on their experience / expertise
173
Lot1-GRC
General
How many members will be actively
working in GRC system after
implementation - We need to know this
to design the GRC user roles using Fusion
Security Model
This will be determined with the assistance of System ingrators
(Annex B_ Appendix II_ GRC ).
172
173
Page 38 of 102
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Question
Lot - Section
Number
174
Lot1-GRC
C
D
Work Pkg
Question
E
F
General
If you have already done an Inception
Phase, it will great if you can share that so that we don’t need to factor that in
our estimates and add more value to
UNHCR.
This is expected from System integrators. The most detailed
information is avaialble in Annex B_ Appendix II_GRC. TOR,
Annex_B, WP02 forseees that System integrator will revalidate the
conclusions and reocmmendation of concpetual design; prepare
final detailed business requirements documents,; functional
configuration and setup documentation etc.
174
175
Lot1-GRC
WP02
In relation to Oracle GRC we would like
to know current pain points to Roles &
Security in supply chain area?
176
Lot1-GRC
WP02
Key GRC challenges for Supply chain area are listed in Annex B_
Appendix II_ GRC .
177
Lot1-GRC
WP02
178
Lot1-GRC
In relation to Oracle GRC we would like
to know the current requirements of
tracking in Supply chain area? For
example PO Lines, bank account
numbers etc
We understand that your current
PeopleSoft system is having number of
controls in place. Are you looking at
additional controls (Access/Transaction)
in Supply chain area on top of existing
controls?
Have the list of Models and Controls
from a SoD Perspective been already
frozen? From a scope point of view is the
list of Models AnnexB-Appendix II
Application Overview - Lot1 - GRC final?
175
176
177
178
Page 39 of 102
Yes, additional controls (Access / Transaction (GRC))shall be on top
of improved control in 9.2. FSCM applications, in upgraded system.
No - the list of Models and Controls from SOD perspective has not
been finalised. The list of models in Annex B - Appendix 2 - GRC is
not final. The Access Controls described are posssible controls that
could be configured in GRC. But those controls (that will go in GRC)
need to reviewed, refined, priotised and validated, with the System
integrator, as per Annex B_ Appendix II_ GRC.
1
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Question
Lot - Section
Number
179
Lot1-GRC
C
D
Work Pkg
Question
E
F
Similarly, have the list of Models and
Controls from a Transactions Control
Perspective been already frozen? From a
scope point of view is the list of Models
AnnexB-Appendix II Application
Overview - Lot1 - GRC final?
Re. response to question 178. Similarly the list of Transactions are
not final. They need ot be refined and valiaded with System
integrator.
Who will own the GRC Project
BRM/IT/Functional champions?
Is Advisory services on Hardware sizing in
scope for this RFP?
Currently, the Office of the Controller.
179
180
Lot1-GRC
181
Lot1-GRC
182
Lot1-GRC
Is Installation of required GRC Modules in
scope for this RFP?
183
Lot1-GRC
184
Lot1-GRC
Is Integration of GRC Modules to
PeopleSoft in scope for this RFP?
Is Oracle AACG going to be used to clean
up Segregation of duties conflicts Inter
and Intra role conflicts before Go live?
180
181
To some extent, yes. UNHCR has a hosting service provider with
whom the project should collaborate to ensure proper hardware
sizing and setup.
Refer to work package 6.
Yes. One instance of GRC has been installed at UNHCR hosting
service provider. Installation of additional instances (e.g Dev, Test,
Prod) will be required and will be performed in coordination with
UNHCR IT team and UNHCR service provider.
182
183
184
Page 40 of 102
Definitely yes.
Preferably but not mandatory.
Role conflicts to be resolved before go-live, however Internal
controls monitoring (continuous transaction monitoring &
continuous control monitoring) is an on-going activity.
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Question
Lot - Section
Number
185
Lot1-GRC
C
D
Work Pkg
Question
E
F
Is remediation of Segregation of duties
violations in scope for this RFP?
Yes. Please refer to Annex B. Appendix II - GRC.
The annex includes list of Access Controls that could be configured
in GRC. This list of Access Controls will refined and validated during
the engagement. Including based on best practices, remediation of
detected conflicts will be proposed during the build and
implementation phase, and is in scope.
185
186
Lot1-GRC
How many countries rollout is in scope?
GRC will be centrally managed. In the long term, dashboard will be
available to country office management (120+)
187
Lot1-GRC
Will Business want us to builid custom
objects for TCG in case the objects do not
exist or will this be done as a custom
report in Peoplesoft?
Yes.Detailed requirements will be assessd during the Build and
Implementation phase (this RFP)
188
Lot1-GRC
Can we have the approximate number of
current users and roles?
None as it's a new application. This will be determined with the
assistance of System ingrators (Annex B_ Appendix II_ GRC ).
189
Lot1-GRC
Is there a plan to use implement Oracle
identity manager for user provisioning?
There is a tentative plan to implement an Identity Management
system for user provisioning but that's not yet definite
190
Lot1-GRC
What are your highest priority areas that
you are looking to address with the
implementation of the GRC modules
Implementation of GRC is meant to prevent fraud and errors, as a
priority (re. TOR, para 2.3 key priority # 9).
191
Lot1-GRC
How many key controls are tested and
monitored on an ongoing basis and how
many controls are planned to be
implemented as part of GRC
Implementation
See Annex B. Appendix II - GRC - the list and number of controls to
be configued in GRC will be refined, validated and worked out with
System integrator .
186
187
188
189
190
191
Page 41 of 102
See also answer to questions: 178, 179
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Question
Lot - Section
Number
192
Lot1-GRC
C
D
Work Pkg
Question
E
F
Are there any key risk areas (buisness
process / modules) which management is
looking at for some extra emphasis at the
time of building the controls for ACG and
TCG ?
Refer to Annex B - Appendix II - GRC - the areas looked at for
building GRC controls are Supply chain, Core finance, Treasury.
No, here is no Risk and Control Matrix document available. This
needs to be prepared.
192
193
Lot1-GRC
Whether there is Risk and Control Matrix
document available or the same need to
be prepated from the scratch ?
194
Lot1-GRC
Whether any instances of fraud or
unauthorized access to systems /
transactions have been encountered in
the existing legacy systems ?
195
Lot1-GRC
Are there any findings by the statutory / See also: 194 195
internal audit teams with respect to
unauthorized access / SOD conflicts ? If
yes please share the audit report ?
Relevant information will be provided during construction.
196
Lot1-GRC
At how many locations the PeopleSoft /
GRC is planned to be implemented ? How
many users would be using the
PeopleSoft / GRC ? Are we looking at any
timelines for implementation of GRC ?
For timelines, see Annex B Appendix III, Methodology and Options
for Upgrade; also see Annex B_TOR - para 4. timelines and
constraints.
193
See also: 194 195
Relevant details to be discussed during the engagement.
194
195
196
197
Lot1-Proj.Costing General
197
198
198
Lot1-Proj.Costing General
Is Project budgeting in Project Costing be
implemented?
Page 42 of 102
GRC is currently planned to be managed centrally. The number of
users will be proposed by System Integrator.
This will be assessed in this RFP WP02.
In principle, as much as possible, as long as main functionality
requirements are supported, yes.
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B
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Question
Lot - Section
Work Pkg
Question
Related Questions
Number
199
Request you to please confirm if projects
need to be created for Capital Projects
only, and not for other types of Assets
(like Software). If yes, then will these
other types of Assets continue to be
Captured/Capitalized as per the current
UNHCR System (interfaced from
Procurement System).
F
Answer
At the very least, the current planned implementation is related to
fixed assets, as a cost collector for construction and
improvement/operating costs of existing fixed assets.
As a new application, any additional requirement (opportunities)
will be identified/elaborated during the engagement as part of the
scoping and comprehensive assessment.
199
200
Request you to please provide more
elaboration for the nature/relevance of
capturing Serially Tracked Items as Assets
(with example).
STIs are mainly IT equipments.
201
202
Please let us know if Capital Projects
Budgeting be driven (initiated) from
Project Costing Module, or continue to
be created as per the current UNHCR
System.
Apart from Capital Projects, please let us
know what other type of Projects might
be intended to be tracked under Project
Costing Module.
203
Lot1-Real State
How this module will interact with other
modules (GL, AM, etc.) ?
Detailed to be determined/elaborated as part of this engagement.
200
201
202
General
that the module is capable of handling the UNHCR required
undertaken.
203
204
Lot1-Real State
General
What are the expected functionalities ?
204
Page 43 of 102
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Question
Lot - Section
Number
205
Lot1-Real State
C
D
Work Pkg
Question
E
F
WP02
Please let us know what is the current
process of Capturing Capital Lease Assets
in the UNHCR System (Initial recordation,
Lease payments, Depreciation).
205
206
Lot1-Real State
WP02
Please confirm if UNHCR deals with
Leases as both Lessee and Lessor.
Both.
207
Lot1-Real State
WP02
Please let us know, what are the Terms
on which UNHCR Asset is transferred to
Implementation Partner under Right of
Use Agreement.
In general, UNHCR 'borrows' the asset to the IP at a no cost to
UNHCR (all operational costs with the IP), and the asset is subject
to normal depreciation in the UNHCR Asset module (relevant
chapter 8 part to be shared?). Only 'events' normally undertaken
beside depreciation is annual physical verification.
208
Lot1-Real State
WP02
209
Lot1-Real State
WP07
210
Lot1-Real State
WP07
211
Lot1-SRM
General
Please confirm if UNHCR needs the
functionality of creating Lease Rent
Escalations.
Are there data conversions to do from
other applications ?
Are there interfaces with other
applications to realize ?
Has UNHCR already procured licenses
related to modules like Expense,
eSupplier, Strategic Sourcing? If not
when UNHCR is expected to make a final
decision with respect to procurement of
licenses?
212
Lot1-SRM
General
Whether SRM Suite be opened for
Vendors over internet?
Yes with proper authentication measures, e.g for supplier self
registration, self-services (PO acknowledgement, advance
shipment notification, Bid responses, etc)
206
207
208
209
210
To be determined, although none known at this point.
Yes, at the very least, other PeopleSoft applications, such as AP,
AM, Billing, Project Costing.
Yes for Expenses, eSupplier and Strategic Sourcing.
211
212
Page 44 of 102
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Question
Lot - Section
Number
213
Lot1-SRM
C
D
Work Pkg
Question
General
E
F
Can we consider Implementation of SRM
Suite as Vanilla Implementation?
To be assessed during WP02 of this RFP.
In principle, UNHCR would prefer to have vanilla implementation,
however, some minor customization might be necessary.
213
214
Lot1-SRM
WP02
In relation to Strategic Sourcing has
UNHCR performed high level fit-gap
analysis for Strategic Sourcing module
like Expense module? If so can results of
Fit-Gap analysis be provided to
understand potential gaps that have
been identified and also to accurately
estimate efforts for its implementation?
To date, UNHCR has completed a high-level discussions/feasibility
study to determine that the modules are capable of handling the
UNHCR required functionality. No formal fit-gap session
undertaken.
Do you anticipate to implement the
automated tool for metadata
synchronization (like accounts,
departments etc.) for Hyperion Planning
with source systems like PeopleSoft
FSCM? If yes, do you have licenses for
the tool?
Terms Of reference.pdf-Page9-Though
implementation of Hyperion is clearly
mentioned in LOT1, on this page it says
"Review 7 implementation of solution
replacing EPM; this seems like a
contradiction?
PeopleSoft FSCM remains the system of record for all chartfields
from which metadata for Hyperion shall be synchronized. (Please
note that Hyperion DRM is not in scope.)
(Note: The statement "… for Strategic Sourcing module like
Expense module..." is not very clear)
214
215
Lot2-Hyperion
General
216
Lot2-Hyperion
General
215
216
Page 45 of 102
Revalidation of solutions (including those that replace EPM) is part
of this engagement. Refer to "Work-package 02 - Business process
analysis and detailed design".
It is mentioned specifically for EPM purely to emphasize that the
analysis still should be done even though EPM will be
decommissioned.
1
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Question
Lot - Section
Number
217
Lot2-Hyperion
C
D
Work Pkg
Question
E
F
General
Terms Of reference.pdf-Page10-There
should a be a detailed review of existing
reports- obsolete, enhanced replaced- is
this required as a separate task or can I
include it in requirement gathering phase
altogether?
Financial reports to be developed in HFR, WebAnalysis and
SmartView shall be identified during the detailed analysis and
design phases of the project.
General
Terms Of reference.pdf-Page10-UNHCR
prefers a single go-live date for
PSFT9.2,GRC & Hyperion- then what is
the difference between LOT1 & LOT2?
It is a UNHCR internal decision to have a single go-live for PSFT9.2
(and GRC) and Hyperion, since Hyperion replaces EPM.
Terms Of reference.pdf-Page11-says
See also: 219, 549
preferred model is Onsite but mixed can
also be considered; Are we thinking for
giving Mixed mode implementation? If
yes then our best practice (40% Onsite,
60% offshore model)?
As clearly described in the 3.3 Statement of Work of the TOR (para
3.)
Terms Of reference.pdf-Page11-Work will
be in two locations- Budapest & Geneva;
does it mean that these have separate
setup? Or is it one integrated system
accessed from different location, Are
rollouts out of scope?
One setup, one integrated system globally. Work location defined
based on duty station core business user groups.
217
218
Lot2-Hyperion
Difference between lots: The lots are divided into groups of
applications. Lot 1 covers PeopleSoft (and GRC), Lot 2 covers
Hyperion. Refer to ToR, p3, Requirement Groupings (Lots)
218
219
Lot2-Hyperion
General
"… should the proposed delivery model include work conducted
offshore, the System Integrator must include the approach in the
proposal..."
219
220
Lot2-Hyperion
General
220
Page 46 of 102
For in-scope activities, see work packages.
1
2
A
B
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Question
Lot - Section
Number
221
Lot2-Hyperion
C
D
Work Pkg
Question
E
F
General
Terms Of reference.pdf-Page13-Business
Process revalidation only? Pls confirm
that the detailed requirement gathering
has already been done? This page also
says that Detailed Business
Requirements document is a deliverable.
So what does it mean
The high level business requirements already captured should be
updated, refined and completed as per the Terms of Rerefence
document, Workpackage 2. The detailed requirements gathering
and analysis is in scope of this project.
General
Terms Of reference.pdf-Page16- End
User Training; typically for Hyperion
since it’s a small module, we provide 1
week of "Train the trainer" trg for Key
Users & 1 week for Admin Users. Will
that be sufficient in this case. Pls specify;
We will have a custom built curriculum
for the training depending upon the
implementation of Hyperion at UNHCR. I
am assuming thats is the Ask, Pls confirm
This should be answered/assessed as part of WP04.
221
222
Lot2-Hyperion
For additional information on training, see attached document: RFP
QandA - Training
222
223
Lot2-Hyperion
General
Terms Of reference.pdf-Page18-Says Non
production instances as Dev,SIT & Uat
therefore there are a total of 4 instances
, pls confirm
For Hyperion, the appropriate number of instances has to be
determined as part of this engagement. Using the currently ERP
application as baseline: DEV, TST (SIT), UAT and PRD, with
additional support and training environments.
224
Lot2-Hyperion
General
Terms Of reference.pdf-Page19-Talks
about Disaster Recovery- is there a
separate DR instance requirement
225
Lot2-Hyperion
General
Terms Of reference.pdf-Page19-DBA
activities are required from SI's end?
Yes.
223
224
225
Page 47 of 102
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Question
Lot - Section
Number
226
Lot2-Hyperion
C
D
Work Pkg
Question
E
General
Terms Of reference.pdf-Page20-Talks
about PeopleSoft HCM(Personnel &
Payroll) & FOCUS as the external
systems? Are these the only two systems
or are there any other. Pls specify
Foreseen systems to interact with Hyperion:
- PeopleSoft FSCM
- PeopleSoft HCM
- Focus
(See systems interactions diagram in Annex B - Appendix II Application Overview - Lot2 - Hyperion - Position Budgeting, page
5).
General
Terms Of reference.pdf-Page22-Test
Scripts have to be prepared by SI? This is
typically done by the customer & forms
basis of acceptance during Uat
For UAT, test cases, scenario and related test data for will be
provided by UNHCR. The technical work required to create the test
scripts enabling the test execution remains the responsibility of the
System Integrator.
226
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Lot2-Hyperion
F
For unit testing and SIT, testing is the responsibility of the system
integrator with quality and testing procedure compliance checks by
UNHCR.
227
228
Lot2-Hyperion
General
Terms Of reference.pdf-Page22-What is
configuration Testing?
229
Lot2-Hyperion
General
230
Lot2-Hyperion
General
Terms Of reference.pdf-Page22-IS
volume/stress testing required?
Terms Of reference.pdf-Page24-3 months
of Post go live Support+ additional 3
months of extended support is required,
is the extended support optional
currently or has to be estimated right
away?
228
229
230
Page 48 of 102
In the context of Hyperion, this is anticipated to be a test that the
recommended Hyperion configuration will work with
interdependent (hardware, software, network/web setup)
components.
Yes
Yes extended support should be estimated as part of the overall
project implementation plan
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Question
Lot - Section
Number
231
Lot2-Hyperion
C
D
Work Pkg
Question
E
F
General
Annex B - Appendix IIII - 1 Customization Review-Page 56-Says
"Existing EPM Customizations for
Planning and Budgeting needs to be
dropped.". Since we are always
reemploying Hyperion, all the
customizations will have to be recreated.
Does this mean that they don’t want any
of the old customizations?
Hyperion has different architecture and capabilities compared to
EPM. In that sense there are no EPM customizations to be ported
to Hyperion to deliver the functionality required for UNHCR.
General
Annex B - Appendix IIII - 2 -Customized
reports and queries-There are about 21
existing reports mentioned in the list; is
this the final requirement for the Pracle
Hyperion as well or we can expect more
reports?
Reports relate to Income recording are not in scope for Hyperion.
Annex B - Appendix IIII - 4 Technical
Architecture-page2-The technical
Architecture document talks about a
number of instances Dev,Test,Training,
Production,Pod Support, DR. Pls can you
confirm the number of the instances &
the names. As a Best practice for
Hyperion we have Dev->Test>Production environment
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Lot2-Hyperion
At least 9 NVision reports for detailed budgeting in the current
EPM system are in scope. UNHCR will take advantage of Hyperion
reporting capabilities, and expects to have additional reports in
Hyperion. (See also Annex B - Appendix II - Application Overview Lot1 - Bolt-on - Partnership Management, "Challenges section").
232
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General
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Page 49 of 102
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B
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Question
Lot - Section
Number
234
Lot2-Hyperion
C
D
Work Pkg
Question
General
E
F
Annex B - Appendix IIII - 4 Technical
Architecture-page3-Do you want High
Availability on Production & DR for
Hyperion as well? Pls confirm
Definitely, high availability of Hyperion in Production.
Lot2 - Hyperion - Detailed BudgetingPage 9-What does this line mean "There
should not be any developments
required in Focus for Hyperion
Planning"?
It is not expected that the replacement of EPM by Hyperion would
require changes in other systems such as Focus.
Lot2 - Hyperion - Detailed BudgetingPage 10-Says "PeopleSoft HRMS 8.9 will
be upgraded to 9.2 (out of the scope of
this project).Approved positions will be
exported from period and created in
HRMS 9.2 during planning." From
Hyperion Perspective can we assume
that our source will be HRMS 9.2 which
would have been upgraded by UNHCR
separately or shall we assume that it
would be 8.9?Pls confirm
Currently, HRMS is anticipated to go-live before the applications in
this project.
The availability in non-production enviromnment will be discussed
during the engagement, but would normally follow best practice.
234
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Lot2-Hyperion
General
("Focus" is the name of the RBM planning and budgeting tool of
UNHCR, see systems interactions diagram in Annex B - Appendix II Application Overview - Lot2 - Hyperion - Position Budgeting, page 5
)
235
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Lot2-Hyperion
General
236
Page 50 of 102
Refer to Q&A: 8
1
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B
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Question
Lot - Section
Number
237
Lot2-Hyperion
C
D
Work Pkg
Question
E
F
General
Lot2 - Hyperion - Detailed BudgetingPage 10-"Reporting from Global Focus
Insight will continue. UNHCR can
leverage multidimensional reporting
features of Hyperion planning
Budgeting". What does this mean? If If
GFI is going to continue, will it be the
main reporting tool? Or Are we
considering HFR as the main reporting
tool?
GFI is a UNHCR BI tool is meant for monitoring operational
information, it has access to a limited set of financial data.
HFR is meant for financial analysis only with a broader scope of
financial data.
General
Lot2 - Hyperion - Detailed BudgetingPage 9-PeopleSoft FSCM will be
upgraded to 9.2. Posting of
Comprehensive and position budgets will
happen the
same way from Hyperion . Can you
elaborate on the role of FSCM in the
Future State post Hyperion
Implementation?
Please see Annex B - Appendix II - Application Overview - Lot1 - FS General Ledger (page 7 "Standard budget maintenance").
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238
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Page 51 of 102
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Question
Lot - Section
Number
239
Lot2-Hyperion
C
D
Work Pkg
Question
E
F
General
Lot2 - Hyperion - Detailed BudgetingPage 10-"Reporting from Global Focus
Insight will continue. UNHCR can
leverage multidimensional reporting
features of Hyperion planning
Budgeting".
From the list of Budgeting and Planning
reports, which reports will be generated
from existing reporting tool in future.
Also, is there any list of reports required
from Hyperion available at this stage
?(Using Smart view, Web Analysis and
Hyperion Financial Reports)
How and when do you distribute reports
within the organization ?
General
Lot2 - Hyperion - Detailed BudgetingHow and when do you distribute reports
within the organization ? Is there any
requirements for reporting books?
There are currently various models for distributing reports through
the organization (peridic and ad -hoc, self service, through
subscription, etc.) which will be elaborated during the engagement.
239
240
Lot2-Hyperion
The various possibilities offered by Hyperion for reports
distribution and report books shall be evaluated against the
business requirements during the analysis phase, as specified in
the Workpackage 2 of the Terms of Reference.
240
241
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Lot2-Hyperion
General
Lot2 - Hyperion - Detailed BudgetingWhat are the requirements for Historical
reporting ?
Page 52 of 102
Hystorical data shall be accessible readily from Hyperion reporting
mechanisms.
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Question
Lot - Section
Number
242
Lot2-Hyperion
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Work Pkg
Question
E
F
General
See also: 52 104
Working language is English. However, for a few reports,
Lot2 - Hyperion - Detailed BudgetingIs
137 158 242 488
translations may be required for additional languages, likely to be
there any requirement of Multi language 507 5265 537 557 French and/or Spanish.
interface/ reports?
577
242
243
Lot2-Hyperion
General
Lot2 - Hyperion - Detailed BudgetingPage 10-No of Hierarchies required ?
244
Lot2-Hyperion
General
Lot2 - Hyperion - Detailed Budgeting-No.
of Accouunts / Roll up structures?
243
244
245
Lot2-Hyperion
General
246
Lot2-Hyperion
General
247
Lot2-Hyperion
General
248
Lot2-Hyperion
General
249
Lot2-Hyperion
General
250
Lot2-Hyperion
General
245
246
247
Lot2 - Hyperion - Detailed BudgetingPage 8-Other than 5 Key challenges for
Budgeting mentioned on Page 8, are
there any pain points ?If so, can you
elaborate?
How do you maintain the security and
workflow management ?
What is the user base? Is that centralized
?
No. of groups required for the system?
See "Hyperion Planning High level design" section of Annex B Appendix II - Application Overview - Lot2 - Hyperion - Detailed
Budgeting.
Please see also Key challenges for "Position management section"
of Annex B - Appendix II - Application Overview - Lot2 - Hyperion Position Budgeting. Detailed analysis and design will allow
identifying additional issues and challenges.
To be determined/elaborated during the engagement.
248
249
Can you elaborate on the Historical data
migration requirements for Hyperion
?How many years of data is required to
be migrated from PSFT EPM to Oracle
Hyperion?
Will Actuals (Expenses) comparison with
Budget be done in Hyperion ? If Yes, then
what will be the source system for
Actuals data?How is the comparison with
Actuals being done today? What will be
the process to be adopted for future ?
250
Page 53 of 102
To be determined. For reference, oldest models are from 2006.
Ability to check the budget vs. existing commitments is required.
Therefore, Commitment Control expenditures and closed period
data shall be imported and closed period data shall be imported as
well (Donor Report ledger).
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Question
Lot - Section
Number
251
Lot2-Hyperion
C
D
Work Pkg
Question
General
251
252
Lot2-Hyperion
General
253
Lot2-Hyperion
General
254
Lot2-Hyperion
General
255
Lot2-Hyperion
General
256
Lot2-Hyperion
General
257
Lot2-Hyperion
General
E
F
What will be the source system for
Actuals data?
What are the audit trail requirements?
PeopleSoft
Is Hyperion Public Sector Planning in
scope ?
Do we have to implement Hyperion
Planning with CAPEX & Workforce
modules?
Would there be a need for Manual
Adjustments to be done ?
No.
Reimplementation of Hyperion & data
migration is the scope for Hyperion. Pls
can you elaborate on Data migration
requirement?
The RFP says that the inception &
conception phases have been
over.However, the two documents
provided for Hyperion are at very high
level. Pls can you provide all the detailed
documents on Hyperion, it will help us to
estimate better
Yes, data migration is in scope. Detailed requirements will be
determined as part of the engagement.
Given that Salary and Grade is taken from
PSoft HRMS System and Salary ID is defined in
EPM, how does salaried establish a link
between the salary cost and position.
Please see, Annex B - Appendix II - Application Overview - Lot2 Hyperion - Position Budgeting "Calculation of estimated staff cost"
section for the calculation of the position cost associated to each
EPM Job code.
The capability to track for each budget submission is required (i.e.
when it took place, who submitted it, who approved, whether
target validation was executed and whether it failed or pass)
252
253
254
No.
Yes, but only for the information captured/entered/owned in
Hyperion (i.e.: information owned by other systems shall cannot be
altered by the users in Hyperion)
255
256
Most activities were conducted to determine high-level functional
fit/gap and keep/drop. Further detailed analysis to be performed in
the RFP Work-package 02, particularly for any new application
implementation or functionality development.
On detailed documentation, see answer to question 35.
257
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Lot2-Hyperion
General
258
Page 54 of 102
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Question
Lot - Section
Number
259
Lot2-Hyperion
C
D
Work Pkg
Question
General
259
E
F
How are all position parameters consolidated
at the EPM Job Code ? How is the EPM Job
Code defined? Can a scenario with example
be provided ?
Given that the frozen FOCUS position plan
consists of location, grade, cost, EPM JC, HR
JC, goal and eff..dates. Can an example
depicting this information be provided
explaining how the goals are used in position
planning ?
Given that FOCUS maintains only one account
code (699999) per position.
How can the position budget be summarized
at cost center and account level ?
Please see, Annex B - Appendix II - Application Overview - Lot2 Hyperion - Position Budgeting "Calculation of estimated staff cost"
section.
260
Lot2-Hyperion
General
261
Lot2-Hyperion
General
262
Lot2-Hyperion
General
Given that during implementation, the 'OL'
position changes (i.e. Add/Change/Delete) are
directly done in PSoft HRMS, without the
intervention of PSoft EPM.
How is the position information related
sanctivity maintained in PSoft EPM w.r.t to
these changes ?
EPM is used during the planning phase to calculate the cost of
Positions of a particular grade and a particular location. The
position requirements are determined in Focus using this
information. Following decisions of a review process, approved
Positions are transferred from Focus, to EPM, to HRMS.
During implementation phase, cost by grade and location
maintained in EPM does not change (unless exceptions). The
source reference for the Positions themselves remains HRMS.
263
Lot2-Hyperion
General
What does "desgin revalidation" indicate ?
How and when is it expected ? Is it expected
to be part of the RFP?
Who would be responsible for conducting the
design revalidation ?
The high level business requirements already captured should be
updated, refined and completed as per the Terms of Rerefence
document, Workpackage 2. The detailed requirements gathering
and analysis is in scope of this project.
264
Lot2-Hyperion
General
What does the second phase of MSRP
Upgrade project indicate ? when is it
scheduled ?
If referring to general MSRP Upgrade Project phasing, first phase
refers to the "Conceptual Design", second phase is the "Build and
Construct" covered by this RFP.
260
261
The Goal is currently used on the Positions themselves to carry the
information determining whether it relates to programme,
management or support function (in this particular case, the Goal
does not relate to RBM, but the chartfield is reused for this specific
purpose).
The breakdown by detailed account codes is maintained in EPM.
262
263
264
Page 55 of 102
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Question
Lot - Section
Number
265
Lot2-Hyperion
C
D
Work Pkg
Question
Lot2-Hyperion
Lot2-Hyperion
As part of the "Design Revalidation" can the
existing design/dimension structure/model be
changed, modified or deleted.
Yes, adjustments can be made as part of the design revalidation as
long as justified and aligned with the business requirements.
General
Is there a spcific reason for having a separate
application for position planning as the same
information would be used for computing the
"STAFF" cost?
Recommendations shall be reviewed during the design
revalidation.
266
267
F
General
265
266
E
General
Secondly, any specific reason for storing
position information in two different cubes in
the POSBUD application
Though it mentions a biennial cycle, the
references indicate an annual cycle for
budgeting as the planning cycle involves a
comprehensive operational plan for
subsequent year which then is detailed to be
implemented again in the subsequent year.
Refer to Work Package 2 of the Terms of Reference.
2016-2017 biennium example:
- In 2015: UNHCR plan activities for 2016 and for 2017.
- In 2016: UNHCR implements 2016 activities and re -plan 2017
activities with more details and more accuracy.
- In 2017: UNHCR reports on 2016 activities and implements 2017
activities.
What would be horizon for actual budget
preparation - annual or biennium ? If
biennium, then how and when is the second
year of biennium planned and detailed ?
267
268
Lot2-Hyperion
General
Is spending authority the same as budgeting
ceilings ? what is the granularity for it ?
The budget ceiling, also refered as Budget Target, is the total OL
budget approved for a given UNHCR Operation for a given year.
The spending authority represents the available budget balance to
spend for a given UNHCR Operation in the current year. The
spending authority is defined per budget year, Cost Center, Pillar,
budget category and implementer type (Direct implementation or
through partnership)
269
Lot2-Hyperion
General
Supplementary Budgets. Do they need to be
tracked as separate budgets or an increase to
the existing budgets for each pillar ?
Additional resources approved resulting from Supplementary
Budget requests shall be tracked in Hyperion Planning.
268
269
Page 56 of 102
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A
B
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Question
Lot - Section
Number
270
Lot2-Hyperion
C
D
Work Pkg
Question
General
270
271
Lot2-Hyperion
General
E
Understanding:
A comprehensive budget consists of three
categories, namely 'Operational
Budget'(OPS),'Administrative Budget'(ABOD)
and 'Staff Costs'(STAFF).
These categories in turn are categorised as Funded Budget (OL) and Unfunded Budget
(AOL)
Is the above understanding correct ?
Given the RBM hierarchy and budgeting
cycles, is PPG and Pillar at the same level ?
Can a scenario explaining the process defining
a RBM hierarchy and budget by Pillar be
provided ?
271
272
Lot2-Hyperion
General
How do the 4 budget pillars assimilate with
the RBM Hierarchy?
273
Lot2-Hyperion
General
How do "cost center" and "outputs" relate in
terms of the budget preparation as the
Budgets are entered at 'Output' level and rollup the RBM hierarchy.
274
Lot2-Hyperion
General
Where is the implementer code used in the
budget preparation/RBM hierarchy ?
275
Lot2-Hyperion
General
Considering that a 'situation' and an
'operation' are the same, in The given
example, between codes 1115 and 4115, 1 &
4 reperesent the pillar - Please clarify what do
the remaining 3 digits indicate ?
272
273
F
274
275
Page 57 of 102
These are 2 different characteristics of the budget. The budget is
broken down in 3 categories (OPS, Staff and ABOD), and comprises
a funded (OL) and un-funder (AOL) component.
No, PPG and Pillar are 2 different dimensions with no parent-child
relation.
See also answer to question 272.
Pillars are an orthogonal dimension to RBM hierachy. In other
words, any RBM element of an Operation's plan can be linked to
any of the 4 Pillars.
Cost Center is an orthogonal dimension to RBM hierachy and
therefore Outputs. In other words, any Output element of an
Operation's plan can be linked to any Cost Center.
Each OPS budget line is qualified with an implementer code. The
implementer code determines whether the item/service supported
by the budget line is delivered by UNHCR directly or through a
partner.
Situation and Operation are different. A Situation refers to a
specific operational crisis or emergency, often of a regional nature,
encompassing multiple countries and therefore multiple UNHCR
Operations.
The last 3 digits are used for distinguishing and tracking specific
Situation by Pillar across UNHCR Operations.
1
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Question
Lot - Section
Number
276
Lot2-Hyperion
C
D
Work Pkg
Question
E
F
General
What are the contents of FOCUS ? Does it
consists of RBM/Narratives and budgeting.
Given the implementation of Hyperion
Planning, would FOCUS still continue to hold
the RBM hierarchy narratives ?
Focus remains the primary tool fo UNHCR end users to enter
planning and budgeting information (RBM plan structure
definition, narratives, indicators, budgets).
276
277
Lot2-Hyperion
General
What is the time horizon of budget
preparation?
When is the approved budget exported from
FOCUS and imported into EPM and what
level?
The planning and budgeting cycle is outline in Annex B - Appendix II
- Application Overview - Lot2 - Hyperion - Detailed Budgeting,
"budgeting cycle" section.
See also answer to question 472.
278
Lot2-Hyperion
General
What is the difference between approved
budget, budget targets/ceiling and summary
budget ?
See answer to question 268.
279
Lot2-Hyperion
General
Given that Budget Target Validation of only
the 'OL' component is carried out for OPS and
ABOD, is there similar validation for 'AOL' ?
Currently, no.
280
Lot2-Hyperion
General
Please clarify if our understanding is correct -
Correct.
277
278
279
There is no incremental update if OPS or
ABOD budgets fails target validation and the
entire budget load fails
280
281
Lot2-Hyperion
General
Staff Budgets dont undergo Budget Target
Validation ?
No. Only approved staff positions can be exported from Focus to
Hyperion by the Operations. As the related staff costs have been
approved upfront, there is no need to undergo budget target
validation for staff costs.
282
Lot2-Hyperion
General
Given that the budget in FOCUS is entered
and maintained multiple currencies, in what
currency is the operational budget computed
where multiple currency are involved during
the implementation
USD
281
282
Page 58 of 102
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Question
Lot - Section
Number
283
Lot2-Hyperion
C
D
Work Pkg
Question
E
General
HQ entering budgeting Targets? Arent the
budget targets being entered in FOCUS,
exported and imported in EPM? How are they
different from the approved budget for OL.
What are commited amounts? Where are
they entered ? and at what level is the
comparison carried out ?
How and Why are multiple versions of
approved budgets possible and and what
purpose do they serve ?
283
284
Lot2-Hyperion
General
285
Lot2-Hyperion
General
284
F
See 268 for budget targets definition. The details budgets are
entered in Focus by the Operations then exported to EPM when
they undergo budget target validation against the budget targets.
Budget targets reflect the approved budgets at a more granular
level.
Commited amounts refer to encumbrances and pre encumbrances
in this context.
Within a budget year, the approved budget of the operations can
be increased to allow them to address unforeseen operational
emergencies. It is important to be able to keep track of these
changes during the year.
Details/Justification on this requirement will be provided as part of
the engagement.
285
286
Lot2-Hyperion
General
287
Lot2-Hyperion
General
288
Lot2-Hyperion
General
289
Lot2-Hyperion
General
286
287
288
289
How and Why are multiple versions of target
validated budgets possible and and what
purpose do they serve ?
If multiple version of target-validated budget
exist, which version is exported and imported
into Psoft Financials FOBS Ledger ?
See answer to question 285
What are the existing reports from Global
Focus Insight? Once hyperion planning is
implemented, what are report expectations
from it ?
what does the statement "The budget targets
are defined at the beginning of the
implementation and reflect the approved
initial OL." inidicate ?
Page 59 of 102
The current/most recent version is exported and imported in FSCM
FOBS ledger.
1
2
A
B
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Question
Lot - Section
Number
290
Lot2-Hyperion
C
D
Work Pkg
Question
General
290
291
Lot2-Hyperion
General
292
Lot2-Hyperion
General
E
F
Given that the Custom Dimension "Pillar
Situation" is used to represent the
Operational event alongwith the "Entity"
Dimension, is the RBM hierarchy/Budget
pertaining to an operation entered "per
country" as depicted by the "Entity"
dimension?
How and where is the Site Code dimension
used ?
Is there a spcific reason for having a separate
application for position planning as the same
information would be used for computing the
"STAFF" cost?
The Site code is mainly used for planning and budgeting where it
represent either a physical geographical location (a camp, a village
or a region) or a mean to track specific projects or activities.
291
292
293
293
Lot2-Hyperion
General
Secondly, any specific reason for storing
position information in two different cubes in
the POSBUD application ? Can it be
remodeled ?
Query: The high level diagram, as well as Step
1 and Step 3 mention the FDMEE for
transferring information between different
systems while use of ODI is retricted to Step
2. Is there a specific reason behind use of
using 2 different integration tools ? Can this
model be adjusted to use only FDMEE/ODI as
integrator?
Page 60 of 102
To be validated during the engagement.
1
2
A
B
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Question
Lot - Section
Number
294
Lot2-Hyperion
C
D
Work Pkg
Question
General
E
F
The technical architecture details
application stack consists of four layers Production, Training, Non-Production
and DR. Additionally under nonproduction stack, six environments have
been detailed. Please let know if
installation and support for all these 9-10
environments need to be planned.
Yes.
The technical architecture details the
server details / sizing for various
environments. Please let know if the
same is final or does the bidder needs to
plan for services related to updating the
same considering the final application
landscape and process confirmed as part
of the implementation
Technical architure (future) - to be determined.
As per Annexure B-5, UNHCR has
proposed for two options, does that
mean that bidders have to submit
proposal for both options in each Lot
because efforts & commericals can be
different in both the options
For Hyperion, only one proposal is required focusing on how
Hyperion (development and implementation) should fit in the
overall project delivery.
Please also see response to question: 103
294
295
Lot2-Hyperion
General
See Work Package 6.
295
296
296
Lot2-Hyperion
General
Page 61 of 102
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Question
Lot - Section
Number
297
Lot2-Hyperion
C
D
Work Pkg
Question
General
E
F
a) We assume that UNHCR has procured
the licences for Hyperion Planning,
Hyperion Web Analysis and Hyperion
Financial Reporting. Please confirm
along with version details.
b) Also, please confirm what additional
Hyperion and other technology tools /
licenses have been procured by UNHCR ?
Provide details.
The following apps have been purchased: Hyperion Planning Plus,
Hyperion Financial Data Quality Management, Enterprise Edition,
Hyperion Financial Data Quality Management, Enterprise Edition,
Adapter Suite.
For additional information, refer to the attached document on
target application verions
297
298
Lot2-Hyperion
General
Do you budget in more than one
currency ? If so, please define the
currencies used for data entry as well as
those currencies used for reporting.
Yes, detailed budgets
299
Lot2-Hyperion
General
What is the expected number of users /
concurrent Users for Hyperion Planning ?
Transaction for best available information.
300
Lot2-Hyperion
General
Does UNHCR have any timelines which
they have set for the implementation of
Hyperion Planning ?
Hyperion must go-live at the same time as PeopleSoft 9.2 (core
FSCM applications).
298
299
See:
ToR - 3.2.6 - Methodology and Options for Upgrade
See also: 300 462
300
301
301
Lot2-Hyperion
General
Do you have uptime requirements that
require failover, redundancy, and
disaster recovery?
Page 62 of 102
ToR - Appendix_IIII_-_5__Methodology_and_Options_for_Upgrade
Yes, up all the time.
1
2
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Question
Lot - Section
Number
302
Lot2-Hyperion
C
D
Work Pkg
Question
E
F
WP02
Regarding revenue allocation and
earmarking tracking, can you please
elaborate on the different scenarios for
‘What-If’ analysis?
While the scenarios need to be determined/elaborated they are
likely to include exchange rate fluctuation and the impact of
approving or denying certain programmes. Detailed requirements
gathering and analysis is part of the engagement.
302
303
Lot2-Hyperion
WP02
Can you please share the excel which is
currently used for revenue allocation
and earmarking tracking? If UNHCR
wants to automate the functionality,
then we would need to understand the
current manual process
UNHCR do not currently have a well-functioning tracking solution.
Proposals should be provided following detailed requirements
gathering and analysis. An example of a spreadsheet that is
currently used for earmarking tracking is attached to illustrate the
current manual processes. The example contains fake data.
304
Lot2-Hyperion
WP02
Does UNHCR have a specific Data
Integration tool for Hyperion
Implementation? Please clarify whether
tools like ODI or Informatica can be used
for System Integration?
UNHCR has acquired FDMEE/FDQM. The system integrator should
advise of the best data integration tool to use, preferably using the
above or any other tool delivered with Hyperion/PeopleSoft/Oracle
for which it already has license.
303
304
Page 63 of 102
1
2
A
B
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Question
Lot - Section
Number
305
Lot2-Hyperion
C
D
Work Pkg
Question
WP02
E
F
Position Budgeting Module :
• How many reports needs to be
developed in Financial Reports?
• Extracting data from Source Systems is
it in the Scope of the System? Or will it
be provided by the Team? For Example:
Extraction of Active Positions from HRMS
is it under the Scope Lot 2 Hyperion
Project?
• How many users are planning to use
the system? This is required for load
balancing
• Installation of Hyperion Planning
System - Is it under the scope?
• What kind of security level is expected
in the Hyperion Planning Web Forms?
• How many web Forms needs to be
developed in Hyperion Planning?
Some details may only be elaborated during the engagement (eg.
number of web forms, number years of history, security levels,
etc).
Less 10 reports existing positon management reports exist in the
current EPM system but it is expected to have more in Hyperion.
Current EPM Queries are provided in Annex IV section 2.
Interfaces with HRMS are in place to access position data. Review
and analysis of these interfaces, extraction of Position data is in
scope.
Currently EPM has approximately 2500 individual users. The
number of Hyperion users will have to be determined.
See also: 132 305
305
306
Lot2-Hyperion
WP02
307
Lot2-Hyperion
WP02
306
Please share details of current gaps /
pain areas if any on the compliance with
UN System Accounting standards that
requires to be addressed through this
project
Please share details of current gaps /
pain areas if any on the compliance with
International Public Accounting
standards that requires to be addressed
through this project
307
Page 64 of 102
Please refer to Annex B - Appendix II.
Please refer to Annex B - Appendix II.
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Question
Lot - Section
Number
308
Lot2-Hyperion
C
D
Work Pkg
Question
WP02
308
309
Lot2-Hyperion
WP02
E
F
Please share details of proposed
Hyperion Planning and HFR user base
and their locations
In Annex – B – Appendix II – Application
Overview – Lot 2 – Reporting will be met
through
HFR reports should be accessible to all UNHCR users which can be
located in any of the HQ and 126 UNHCR Operations. (Some with
limited internet connectivity)
Current design recommendations will be reviewed and finalized
during the detailed analysis and design phase of the project, which
is in scope of this RFP.
Hyperion Cubes – Are the cubes referred
here are a) Est_Pos b) Est_Pln and c)
Pos_Pln
309
310
Lot2-Hyperion
WP02
311
Lot2-Hyperion
WP02
more details be provided on this
In Annex – B – Terms of Reference –
Sec.2 Project Overview – 2.1 – Business
Drivers & Expected Benefits - Reporting
& Management Oversight – Can more
details in terms of the list of reports and
years of data be provided on Improve
system performance through Data clean
up.
Taking advantage of Hyperion reporting capabilities, it is expected
to have more reports in Hyperion than listed in Annex B - Appendix
II - hyperion planning documents
310
In Annex B - Terms of Reference - Sec 1 Additional Activities in scope (The use of
ETL and other integration tools) Is
UNHCR planning to use other ETL and
Integration tools other than FDQMEE ? If
yes, what are they and for what purpose
of they will be used in this project?
311
Page 65 of 102
To be validated during the engagement.
1
2
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B
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Question
Lot - Section
Number
312
Lot2-Hyperion
C
D
Work Pkg
Question
E
F
WP02
In Annex B - Terms of Reference - Sec 1 Additional Activities in scope (Essbase
installation) - Please confirm if Essbase
installation is the database of planning
application or additional cubes? Request
you to please elaborated on this
Essbase is expected to be the database of Hyperion Planning
Applications. The system integrator is expected to either install and
configure Essbase themselves or write the document explaining
how to install and configure Essbase as required by the project to
be carried out by the hosting service provider.
How many years of historical data
(Actual) needs to be loaded and
managed in the system
What is the budgeting approach – top
down or bottom-up?
We assume that the reports mentioned
in this section are the only reports for
Hyperion Planning. Please confirm and
let us know if there are any additional
number of reports.
Please share details of proposed
hardware for implementation of
Hyperion Planning and Hyperion
Financial Reporting
Please share details on version of FDMEE
,Hyperion Planning and Hyperion
Financial Reporting that needs to be
implemented in this project
The system integrator is expected to come up with a
recommendation.
What is the current process through
which Meta data is managed across
applications (Focus , PeopleSoft , Oracle
GRC) and the plan for management on
implementation of Hyperion Planning
Currently, data is transferred mainly using database links, XML files
and messaging (integration broker).
312
313
Lot2-Hyperion
WP02
314
Lot2-Hyperion
WP02
315
Lot2-Hyperion
WP02
316
Lot2-Hyperion
WP06
317
Lot2-Hyperion
WP06
318
Lot2-Hyperion
WP07
313
314
The budget captured by the Operations is realized at Output level,
bottom -up approach.
315
316
Refer to attached document on target application version.
317
318
Page 66 of 102
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2
A
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Question
Lot - Section
Number
319
Lot2-Hyperion
C
D
Work Pkg
Question
WP07
319
E
F
Please share Details of reports that needs
to be achieved through HFR , Web
analysis and Smart view. Can a sample of
these can be provided to understand
complexity
As mentioned in "Annex B - Appendix IIII 4 - Technical Architecture" - Section
1..3.4 and section 1.4.1, please share
"Annexure - A"
320
Lot2-Hyperion
WP07
Please see attached files for "RFP 647 - QandA 320 ...".
321
Lot2-Hyperion
Planning
How many number of users will be
accessing the Planning and Budgeting
system.If possible please provide
approximate spread by Geography
322
Lot2-Hyperion
Planning
323
Lot2-Hyperion
Planning
What is the number of concurrent users
accessing the Planning and Budgeting
system
What is the frequency of budgeting
(Monthly, quarterly, half yearly etc..)?
324
Lot2-Hyperion
Planning
Yes, UNHCR Operation may operate in USD in combination of one
or several other currencies. Hyperion should be able to handle this.
325
Lot2-Hyperion
Planning
Is there a situation where your
transactions happen in more than one
currency and does UNHCR expect
planning and budgeting tool to handle
Multi currency and currency
translations?
Which master data tool does UNHCR use
currently to manage dimensions and
hirarchies. Is Hyperion DRM in scope for
this implementation?
320
321
322
323
324
325
Page 67 of 102
Currently Hyperion is not implemented. Hyperion DRM is not in
scope. PeopleSoft FSCM remains the system of record for all
chartfields (presumably main dimensions for Hyperion)
1
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Question
Lot - Section
Number
326
Lot2-Hyperion
C
D
Work Pkg
Question
E
F
Planning
Will there be any changes to existing
People Soft EPM dimensions when
implemented in Hyperion Planning
Mapping of existing dimensions to Hyperion planning will be
reviewed and finalized during the detailed analysis and design
phase of the project, which is in scope of this RFP.
326
327
Lot2-Hyperion
Planning
Please provide the number of business
entities which are required to be covered
under the Planning and Budgeting
process.Also provide the base members
in account and cost center dimension
Question is not clear. Most likely this question will be answered
during the engagement.
328
Lot2-Hyperion
Planning
What are the requirements for
availability of Historical Plan and actuals
data in Hyperion Planning application?
during the engagement.
329
Lot2-Hyperion
Planning
Refer to attached document on target application version.
330
Lot2-Hyperion
Planning
331
Lot2-Hyperion
Planning
332
Lot2-Hyperion
Planning
Does UNHCR have ODI or FDMEE in
current landscape which can be
leveraged for data and metadata loads to
Hyperion Planning (BUDPLAN)
application? If not which ETL tool
licenses have been purchased for
Hyperion Planning
What is the ETL tool that UNHCR is
planning to use?
What is the complexity of allocations
(Simple, Medium, Complex) to be
automated/defined in Hyperion
Planning? What is the approximate no. of
allocation rules that is required to be
allocated?
Is there any Driver based Planning in
scope?
327
328
329
330
331
332
Page 68 of 102
during the engagement. For best estimates, please refer to the
attached Annex B - Appendix II for business requirements.
1
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B
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Question
Lot - Section
Number
333
Lot2-Hyperion
C
D
Work Pkg
Question
E
F
Planning
Can you please share the approximate
number of business/validation rules (like
allocations, currency conversion etc)
associated with the planning process and
their complexities
Please see Annex B - Appendix II.
333
334
Lot2-Hyperion
Planning
The document says that "for position
budgeting system the replacement of
PeopleSoft EPM by Hyperion Planning
will have to be revalidated against the
business
requirements during the second phase of
the MSRP upgrade project". So do we
have to provide estimates for
implementation of Position Budgeting in
Hyperion Planning as part of estimates
for "Lot 2"
Yes
335
Lot2-Hyperion
Planning
336
Lot2-Hyperion
Planning
How many reports are to be developed in
Hyperion Financial Reports/ Web
Analysis?
Is DR for Hyperion Planning in scope?
334
335
Please refer to Work Package 6.
"The System Integrator must develop a back-up and recovery plan
as well as a disaster recovery strategy which is appropriate for the
new technical architecture to ensure high availability of the
system."* CB: Carlo - to answer
336
337
Lot2-Hyperion
Planning
Is Hardware installation and setup for
Hyperion also in scope for the vendor
Please refer to Work Package 6.
337
Page 69 of 102
1
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Question
Lot - Section
Number
338
Lot2-Hyperion
C
D
Work Pkg
Question
Planning
338
339
Lot3-Demantra
General
340
Lot3-Demantra
General
341
Lot3-Demantra
General
E
F
Please confirm whether the servers for
all the required environments for
Hyperion Planning would be physical or
virtual?
We understand that implementation of
demantra and SNO will be done from the
ground up (no prior existence). Please
confirm.
The system integrator is expected to come up with a
recommendation. Preference is for a full virtual solution.
Has UNHCR decided the 'Versions' of the
Planning applications? If yes please let us
know details
Please list down the actual names of the
Modules to be implemented under
Planning section (Demantra, SNO)
Best available information is in the attached document on target
application version
Yes, implementation will be done from the ground up.
339
340
341
342
Lot3-Demantra
General
343
Lot3-Demantra
General
344
Lot3-Demantra
General
342
343
344
Relevant modules/functionality in Demantra and SNO addressing
the high-level requirements provided in the document. (System
integrator to advise.)
Refer also to the attached list of target applications and their
versions.
Scope: Please provide us the scope in
See also: 52 104
Supply:
terms of a) Geographies/Countries and b) 137 158 242 488
a) worldwide (90-120 countries)
Languages
507 5265 537 557 b) English
577
Has UNHCR been using any other
For supply planning, planning has been done mainy in Excel.
applications for Planning in the 'As-is'
World? Please provide details
In both options of the program as
Refer to timeline and constraints, as well as Annex B-AppendixIIImentioned in Appendix 3,
Methodology and Options. In both options, the schedule of
implementation of Planning applications
activities should be adapted to the timeline and constraints of the
is indicated after the core PS and
project.
Treasury work is completed. Please
confirm if this understanding of ours is
correct.
Page 70 of 102
1
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Question
Lot - Section
Number
345
Lot3-Demantra
C
D
Work Pkg
Question
E
F
General
Infra and Sizing: has UNHCR already done
any kind of Infrastructure or
Environment Sizing for the Planning
applications? If yes please share details
No, please submit proposal for technical architecture requirements
/ sizing
345
346
Lot3-Demantra
General
Apart from PS are there any other ERP
applications from which data needs to be
pulled into Demantra? If so please share
the ERP application details.
Data will be pulled from PeopleSoft and possibly Excel
347
Lot3-Demantra
WP02
Has UNHCR performed high level fit-gap
analysis/ requirement gathering for
Demantra and SNO?
348
Lot3-Demantra
WP02
349
Lot3-Demantra
WP02
350
Lot3-Demantra
WP02
Please let us know what is Demantra
Version and What are Demantra
Modules in Scope for this
implementation?
Please share the number of items,
customer and approximate sales history
count (Volume)?
Please elaborate about UNHCR RBM
(Result Based Management)Framework
that the modules are capable of handling the UNHCR required
undertaken.
Refer to attached QandA - Technical - Target Application Versions.
351
Lot3-Demantra
WP02
346
347
348
349
There is no 'traditional' sales activity.
In a nutshell RBM is UNHCR's management strategy which also
includes managing the resources of the organization along a
Results Framework (RF). It guides the assessment, planning,
allocation of resources, implementation and reporting. The RF also
guides the budgeting structure, annual plans and budgets. In the
first phase implementing Demantra, the supply chain planning will
not be directly linked to the budgetting process to take place in
Hyperion (or similar).
350
Please let us know if UNHCE gets any
Forecast from outside entities like
Customers and Suppliers?
351
Page 71 of 102
UNHCR receives demand planning from internal customers
(country operations) and captures production capacity and availble
stocks (external suppliers)
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Question
Lot - Section
Number
352
Lot3-Demantra
C
D
Work Pkg
Question
WP02
352
E
F
Please let us know what is your planning
horizon (how far in the future do you
look?)
Please let us know do you have Configure
to Order (CTO) scenario?
Please let us know which are the key
functional areas (ex: Production
Planning, Finance, Customer Service, etc)
that currently use the output of the
forecast/demand plan?
One year in advance
353
Lot3-Demantra
WP02
354
Lot3-Demantra
WP02
355
Lot3-Demantra
WP02
Please let us know if we are using
constraint planning or unconstrained
planning? If constraints planning then
can you pls. share the different
constraints used by the current planning
application?
Constraints (limitations) could be related capacity of production,
capacity on flows (e.g. capacity and frequence of lines, closure due
to raining season and delays in customs formalities) and maximum
storage capacity in warehouses in the chain etc.
356
Lot3-Demantra
WP02
UNHCR would like to be able to forecast need for Core Relief Items,
based on number of beneficiaries and distribution key, other items
based on real detected/determined needs, OK
357
Lot3-Demantra
WP02
What is that you want to forecast?
- Number of beneficiaries in each cach
camp or quantity at item x location
(camp?) x time bucket?
What is the source data you want to be
considered for generating the forecast?
- Purchase Order history (If yes, purchase
order at what level of item x location)?
- Material Stock Request (MSR) history
(This is supported through standard
integration between demantra and
PeopleSoft)?
- Actual consumption at the camps?
- Actual material received at camps?
353
No, UNHCR does not have any CTO.
Inventory managmeent, Procurement and Country Operations are
using the output of the forecast/demand plan.
354
355
356
357
Page 72 of 102
All mentioned. As per shared documentation, only a feasibility
studie to determine that the modules are capable of handling the
UNHCR required functionality has been undertaken. No formal fitgap session undertaken.
1
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Question
Lot - Section
Number
358
Lot3-Demantra
C
D
Work Pkg
Question
WP02
358
359
Lot3-Demantra
WP02
360
Lot3-Demantra
WP02
361
Lot3-Demantra
WP02
362
Lot3-Demantra
WP02
363
Lot3-Demantra
WP02
364
Lot3-Demantra
WP02
365
Lot3-Demantra
WP02
366
Lot3-Demantra
WP02
E
F
We understand that planning horizon is
current year + next year. What is the
minimum time bucket required for
forecasting / supply planning. Is it
weekly, monthly ?
What is the location level at which you
want to generate, view and measure
forecast? Is it at camp level or country
level or any other location level?
The different iterations of the planning will have different time
horizons, the anticipation is that the plan with have monthly
buckets as the lowest level.
UNCHR wants to generate, view and measure forecast at camp
(local locations), country, stockpile and warehouse level.
359
360
361
What is the approximate number of
users expected to use demantra?
Do you expect any third part (example:
NGOs) to view demantra data or input
any type of data?
Do you have a requirement to handle
multiple currencies in demantra?
See also: 360 369
370 389
Supply would expect in the range of 150 users.
No, only UNHCR.
Yes.
362
363
364
What is the primary unit of
measurement?
Do you have a requirement for unit
conversions?
What are the KPIs for demand planning?
365
Provide some simulation scenario
examples for demand planning.
366
Page 73 of 102
Whatever is assigned to the given item in the PS item master.
No.
Currently, no KPIs are developed for demand planning apart from
timely submission of complete plans. Tbd as a part of the design
and implementation.
The following elements to be considered in the demand planning:
no. of beneficiries, forecasted beneficiaries, the needs/
requirement of commodities, stocks, stocks in pipeline, stock
reserved as safety stocks, distribution plan, elements considered as
risk with time zone, sourcing options and capcity of each option
(availability and delivery lead time)
1
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Question
Lot - Section
Number
367
Lot3-Demantra
C
D
Work Pkg
Question
E
F
WP02
High Level Design: To what extent have
the High Level design for Demantra and
SNO applications been done? Have any
recommendations on Phasing, solution
approach been made?
No high level design, only a feasibility studie to determine that the
modules are capable of handling the UNHCR required functionality
has been undertaken.
367
368
Lot3-Demantra
WP02
Has the solution design for Demantra &
SNO completed? If so, share please share
the design.
No solution design, only a feasibility studie to determine that the
modules are capable of handling the UNHCR required functionality
has been undertaken.
369
Lot3-Demantra
WP04
Please let us know how many end users See also: 360 369
will be accessing Demantra? Please
370 389
provide a approximate break-up by User
Group.(Ex. Demand Planner, Demand
Manager, Customer Planner etc).
Supply would expect in the range of 150 users. Break-up has not
been defined yet.
370
Lot3-Demantra
WP04
Please let us know how many
geographies are in Scope; users from
which locations will access Demantra?
Global use, equal to current use of PS.
371
Lot3-Demantra
WP05
Please let us know how is the interaction
between the users and the IT team taking
place right now, if there is a need for an
access/change in forecast?
Interaction is done through DESS Business Support Section. This
section validates the user requirements and create the change
request to IT team. Further tests are coordinated.
372
Lot3-Demantra
WP06
373
Lot3-Demantra
WP06
The different iterations of the planning will have different time
horizons, the anticipation is that the plan with have monthly
buckets as the lowest level.
We do not currently measure forecast accuracy. Would be a part of
the implementation.
374
Lot3-Demantra
WP06
Please let us know what is the time
bucket for the forecasting process (ex:
monthly, weekly, etc)?
Please let us know if you measure
forecast accuracy today? If yes what is
the accuracy level of your forecast
today?
Please let us know what is your current
Product Structure?
368
369
See also: 360 369
370 389
370
371
372
373
374
Page 74 of 102
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Question
Lot - Section
Number
375
Lot3-Demantra
C
D
Work Pkg
Question
E
F
WP06
Please let us know what is your current
Location (Customer) Structure?
Please let us know how often you want
the forecast to be published?
Please let us know how are the New
Products introduced right now?
Please let us know if you have different
forecasting cycles based on the life of the
product for example short life and long
life products?
Minimum on Monthly basis
375
376
Lot3-Demantra
WP06
377
Lot3-Demantra
WP06
378
Lot3-Demantra
WP06
379
Lot3-Demantra
WP06
Please let us know if you generate
forecast by units, revenue or both?
Forecasts would be based on unit demand, potentially translated
to cash flow forecast based on determined lead time per item.
380
Lot3-Demantra
WP06
Yes, UNHCR handles seasonality today, but the planning and
management is very basic.
381
Lot3-Demantra
WP06
Please let us know if you handle
seasonality, Trend etc today? Do you use
any Causal Factors?
Please let us know at what level do you
review the forecast? List a few key things
which you do today to generate or
manipulate the forecast number?
382
Lot3-Demantra
WP06
Please let us know what is the period for
which you maintain the back-dated
forecast? i.e. for how many weeks do you
maintain the previous weeks forecast?
UNHCR is not using previous periods demand to adjust future
period demand in the same plan. UNHCR would like to keep
historic plans to be able to compare.
376
377
New items will be registered in the PS item master.
No
378
379
380
UNHCR reviews the submission of the country operation plan
twice in one year. at the beginning of the planning cycle followed
by another review at the end of the planning year. at this stage
UNHCR is using excel to come up with different analysis (Charts).
However, during the implementaion year further review will be
carried out on quartely/monthly basis to review the progress of the
implementation.
381
382
Page 75 of 102
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Question
Lot - Section
Number
383
Lot3-Demantra
C
D
Work Pkg
Question
WP06
383
384
Lot3-Demantra
WP06
385
Lot3-Demantra
WP06
386
Lot3-Demantra
WP06
387
Lot3-Demantra
WP06
388
Lot3-Demantra
WP06
389
Lot3-Demantra
WP06
390
Lot3-Demantra
WP07
391
Lot3-Demantra
WP07
384
E
F
Please let us know if any kind of forecast
override happens? If so at which level?
Whether it is at item/org level or at a
higher level.
Please let us know how often is the S&OP
(Sales and Operation Planning) meeting
occurs?
Please let us know how is the final Plan
getting approved? Is this through the
tool and fed back to the other systems?
At item level.
Scope: Please provide us the scope in
terms of a) No of Products/SKUs,
Locations/DCs, Replenishment Centres
and b) no of planners/users
Do we need to build integration from
Demantra (final consensus forecast) to
any other applications?
Integration between Demantra and SNO
would be standard (out-of-box) or any
would any custom integration be
required?
How many estimated users will be
See also: 360 369
handling Demantra/SNO?
370 389
Please let us know what level of
forecasting information is required from
Demantra to the source system for
inventory replenishment/Detailed
planning (outbound)?
Potentially, the number of SKUs will be as per PS item master,
locations are equal to number of high level warehouse locations,
and expect number of users to be in the range of 150.
Please let us know what level of
forecasting information is required from
Demantra to Hyperion?
At the current stage no integration from Demantra to Hyperion is
planned.
See also answer to question: 382.
Quarterly reviews, but no formal S&OP as in the commercial
business.
The plan will be approved in the tool, on direct (integration) feed
back to other systems as PS Purchasing.
385
386
387
388
389
Supply: Most probably not, but to be determined at requirement
gathering stage.
Standard integration expected.
UNHCR (Supply) would expect in the range of 150 users.
UNHCR will most probably not require outbound integration from
Demantra.
390
391
Page 76 of 102
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
392
Lot3-Demantra
C
D
Work Pkg
Question
WP07
392
393
Lot3-Demantra
WP08
394
Lot3-Demantra
WP10
E
F
Please let us know if Demantra will get all
the necessary information to generate
the forecast from People soft or any
other third party systems involved
(inbound)?
How many test cycles are in scope for
Demantra/SNO implementation?
Demantra (central planning user) will generate global/regional
forecast based on local plans entered in country operations.
Certain data import from PS foreseen, detailed developed process
and design to determine.
Demantra Managed Support:
a. Demantra plan processing/interfaces
would be run only once a month. Do you
need support only for that specific
week/period?
b. If yes, would you need 8*5 coverage
during that week or 24*7 as you cannot
proceed with further activities till these
activities are completed ?
c. Does the managed support include
execution of all the Demantra/SNO
activities during the monthly cycle OR is
support required for issues faced during
the monthly cycle?
d. Post go-live, creation of any new
worksheets/series/integration is part of
the managed support scope. Please
confirm
For questions a, b, c, bidder is expected to propose their approach.
Please explain what is the current
planning tool that is used at UNHCR
Currently Excel sheet is used for planning.
System integrator should propose according to best practices.
393
For question d, UNHCR expects the delivery of work packages.
394
395
395
Lot3-Demantra
Page 77 of 102
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
396
Lot3-Demantra
396
397
Lot3-Demantra
398
Lot3-Demantra
C
D
Work Pkg
Question
E
F
We understand that Demantra can only
facilitate demand forecasting and SOP.
Planning cannot be done with Demantra
and SNO.
Since the RFP does not indicate a proper
planning tool, please comment if the
vendor is expected to propose an
optimum tool
Please explain, what is the UNHCR
Results Based Management framework
Vendor is not expected to propose optimum tool. Demantra and
SNO are expected to facilitate planning.
Under High level business requirements
in "Annex B - Appendix II - Application
Overview - Lot3 - Demantra & SNO.pdf",
it is mentioned that "Reduce manual
inputs to the planning process through
one consolidated database".
Demand can be changed but not supply.
Planning recommendations can be
brought in Demantra but supplies cannot
be overridden. Actual changes have to be
done in Source. All forecast streams have
to be changed in demantra. Supply
simulations can be done. But actual
changes need to be done in Source
n/a. Not a question.
RBM is UNHCR's management strategy which includes managing
the resources of the organization along a Results Framework (RF).
It guides the assessment, planning, allocation of resources,
implementation and reporting. The RF also guides the budgeting
structure, annual plans and budgets. In the first phase
implementing Demantra, the supply chain planning will not be
directly linked to the budgetting process to take place in Hyperion
(or similar).
397
398
Page 78 of 102
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
399
Lot3-Demantra
C
D
Work Pkg
Question
E
F
it is mentioned that "Manage, analyze
and compare country-/region-/seasonspecific risk scenarios to support
procurement and inventory decisions."
Please provide examples about such
scenarios.
UNHCR plans to 'include' use of additional contingency plans
(during the standard planning cycle +) for countries where an
emergency is possible, and use the supply requirements from
selected contingency plan(s) to simulate the impact on current
flows and stock, to validate if changes to infrastucture and sourcing
plan(s) has to be made. Demantra will not be used as a 'operational
planning' tool as suggested in the question.
399
400
Lot3-Demantra
it is mentioned that "Introduce scenario
and simulation planning: improve agility
and reaction time to planned and
unplanned events"
We understand that this is more of a
Rapid Planning functionality. This is not
supported in Demantra. Please kindly
comment.
UNHCR plans to 'include' use of additional contingency plans
(during the standard planning cycle +) for countries where an
emergency is possible, and use the supply requirements from
selected contingency plan(s) to simulate the impact on current
flows and stock, to validate if changes to infrastucture and sourcing
plan(s) has to be made. Demantra will not be used as a 'operational
planning' tool as suggested in the question.
401
Lot3-Demantra
"Strengthen the bottom-up approach
through the planning cycle" is
mentioned.
Please elaborate what is meant by a
Bottom up approach
The central planning and forecasting will be based on country
developed plans and contingency plans.
400
401
Page 79 of 102
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
402
Lot3-Demantra
C
D
Work Pkg
Question
E
F
"Support a multiple reiterations
approach, allowing for increasing the
level of detail as information is known
and implementation gets closer." is
mentioned.
Please kindly provide more details about
this requirement.
At the first iteration of planning at the budget proposal stage
supply needs could be annual. At the next iteration during the
detailed budget validation, the requirement could be quarterly
supply forecast. And at the final iteration linked to detailed
operational planning the requirement could be monthly supply
forecast.
402
403
Lot3-Demantra
"Manage final automatic approval
process for the planning cycle, monitor
exceptions and adjustment." is
mentioned.
Please kindly describe the planning tool
that will be used.
The following elements to be considered in the demand planning:
no. of beneficiries, forecasted beneficiaries, the needs/
requirement of commodities, stocks, stocks in pipeline, stock
reserved as safety stocks, distribution plan, elements considered as
risk with time zone, sourcing options and capcity of each option
(availability and delivery lead time)
404
Lot3-Demantra
Please explain what is the current
forecasting process
Currently forecasting is done in Excel. The following elements to be
considered in the demand planning: no. of beneficiries, forecasted
beneficiaries, the needs/ requirement of commodities, stocks,
stocks in pipeline, stock reserved as safety stocks, distribution plan,
elements considered as risk with time zone, sourcing options and
capcity of each option (availability and delivery lead time)
405
Lot3-Demantra
Please explain what is the Frequency of
forecasting
We request operations to submit their forecast one year in
advance followed by another review of the same forecast in 8
month time. Later, the review will be on monthly/ quartely basis .
403
404
405
Page 80 of 102
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
406
Lot3-Demantra
C
D
Work Pkg
Question
E
F
Please explain what is the Frequency of
Plan run
We request operations to submit their forecast one year in
advance followed by another review of the same forecast in 8
month time. Later, the review will be on monthly/ quartely basis .
"Ability to analyze market trends for
certain core items (availability, price)" is
mentioned.
Please kindly provide more examples on
the requirement and about market
trends
E.g analyse seasonal price fluctuations, quantity shortages, the root
cause of such fluctuations, capacity of suppliers.
Mainly the warehouse network (locations), number of available
routings in the network, seasonal contraints per routing (e.g.
closed due to rainy season), dynamic constraints (security situation
blocking use of corridor).
Item Price, Transportation costs, Inspection costs, Customs costs,
installation costs (for ceratin items), are the most typical costs.
406
407
Lot3-Demantra
408
Lot3-SNO
WP02
Request you to please list out the
different constraints involved (ex: Supply
constraints, Mfg constraints, etc.)?
409
Lot3-SNO
WP02
410
Lot3-SNO
WP02
Request you to please list out what are
the different costs involved (ex: Fixed
cost, Transportation, etc.)?
What is the number of camps and
warehouses considered for planning?
411
Lot3-SNO
WP02
What are the KPIs for supply planning?
412
Lot3-SNO
WP02
Provide some simulation scenario
examples for supply planning.
407
408
409
UNCHR has approximately 200 warehouses.
410
411
412
Page 81 of 102
No KPIs are developed for demand planning apart from timely
submission of complete plans. Tbd as a part of the design and
implementation.
Analyse cost vs. on time-delivery to delvier the items to different
warehouses from different suppliers (via different transportation
routes, hubs). By inclussion of contingency (emergency) plans,
validate ability of the current structure and goods flow to manage
the additional demand.
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
413
Lot3-SNO
C
D
Work Pkg
Question
WP02
413
E
F
Do you have supply network and
geographical (latitude, longitude
position) location of camps in your
current system. This is required for
calculating distances in SNO.
Do you have transportation cost and
capacity data available in your current
system?
Do you have storage cost data available
in the current system?
What is the level of detail required for
the different areas of the process (e.g.
person level headcount planning,
product level planning, etc)
We have, but currently not entered into PS per inventory location.
414
Lot3-SNO
WP02
415
Lot3-SNO
WP02
416
Lot1
Planning
417
Lot1
Planning
How stable is your data model? (does the
information planned change every year?)
The data model, i.e. metadata dimensions, are stable. Frequent
changes happen during the year on the metadata itself (e.g.:
creation of a new Cost Center, a new PPG etc.)
418
Lot1
Planning
What is the level of data security
requirements for the budgeting process,
especially for the position budgeting.
There is no data sensitivity per -se for the information managed
under Hyperion.
419
Lot1
Planning - Process
How is your current planning process
documented? Are objectives, scope,
expected accuracy, time horizon, extent
of scenario analysis, potential issues and
review procedures documented?
414
415
For international procurements UNCHR has the transportation
cost. Capacity data is not available.
No, UNCHR does not have storage cost data in the PS system.
Ambiguous question. Budgeting (and related planning/forecasting)
is not done on PeopleSoft FSCM (Lot1).
416
417
418
419
Page 82 of 102
The internal procedures for Operations planning processes are well
documented.
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
420
Lot1
420
C
D
Work Pkg
Question
E
F
Planning - Process
What tools/techniques Are used for
budget preparation? Will the new tool be
used for driver based forecasting
calculation models (for detailed
budgeting) or just for data entry,
versioning, comparisons and workflow
purposes?
Planning - Process
is a formal budget procedure and
detailed timetable issued that states all
tasks, roles and responsibilities across
the organisation to prepare all aspects of
the budget from beginning to publication
and reporting?
The budget is prepared and captured in "Focus", please see Annex
B - Appendix II - Application Overview - Lot2 - Hyperion - Detailed
Budgeting, "Budgeting systems" section.
421
Lot1
The internal procedures for Operations planning, internal and
external reporting processes are well documented.
422
Lot1
Planning - People
Are there dedicated resources and a
department responsible for performing
budgeting, planning and forecasting?
Have these people been trained on the
processes and the systems? Who else
understand the day to day activities?
423
Lot1
Planning - People
Have dedicated staff and management
members been trained on How to
prepare and perform planning, budgeting
and forecasting using the automated
tools?
424
Lot1
Planning - People
How effective is the communication
across the business units during the
budget process? Do you know How other
departments use the output of your
plans?
Effective, yes.
421
422
423
424
Page 83 of 102
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
425
Lot1
425
426
Lot1
427
Lot1
428
429
Lot1
Lot1
430
Lot1
431
Lot1
432
Lot1
C
D
Work Pkg
Question
E
F
Planning - People
What kind of skills Do you think your
team should develop in order to be more
effective in their current role for
budgeting process?
Planning - Technology
What is the level of automation in the
data integration and reporting processes
End user training is described in Workpackage 4 of the Terms of
Reference document.
How many period of historical data will
be loaded and maintained in the
application
What will be number of users ?
Is there any performance benchmark to
run business rules?
Is there need for what if scenario
analysis?
How many reports need to be developed
in HFR / Smartview ? Can we assume
them to be the one in Annexure 2 of
Annex B
Is there a possibility of dimenison
hierarchies being changed during the
budget cycle ? Like new Implementor
code being generated between V1 and
V2?
Yes, see also 417.
In addition and although fairly rare, movement of a dimension
member from on hierarchy branch to another could happen during
the year (e.g.: A specific Cost Center is moved from one Operation
to another)
See also attached document RFP QandA - Training
Average to low. It is expected that the manual processes currently
in place, in particular in the areas of analysis and reporting, will be
supported and automated to the extent possible.
426
427
428
429
430
The bechmark should be defined and finalized as part of the
project
Possibility to offer What if analysis should be reviewed in light of
the business requirements analysis.
Currently there are 9 NVision reports for detailed budgeting in the
PeopleSoft EPM system. However, taking advantage of Hyperion
reporting capabilities, UNHCR expects to have more reports in
Hyperion. (See also Annex B - Appendix II - Application Overview Lot1 - Bolt-on - Partnership Management, "Challenges section").
431
432
Page 84 of 102
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
433
Lot1
C
D
Work Pkg
Question
E
F
For the purpose of Position Budgeting ,
can we assume a particular staff will be
tagged to a particular job code
throughout budget cycle?
Please note that for planning and budgeting, staff information is
less relevant than the position it is assigned to.
Each position has a cost which is used for planning and budgeting.
Due to operational needs, position's information, e.g.: grade or
title, may change in the course of the budget year.
Details will be discussed during the engagement.
433
434
Lot1
Is there a need for allocating HQ costs?
Ambiguous question.
If referring to actuals, yes. See application overview.
If referring to detailed budgeting, Focus is currently the source of
information.
434
435
Lot1
436
Lot3-Demantra
Can we assume entity as lowest level of
data submission?
If referring to the "allocation" functionality of Hyperion, it will be
used as appropriate.
No, budget submitted and exported to FSCM have more detailed
information such as Account and Output codes. Please see Annex B
- Appendix II - Application Overview - Lot2 - Hyperion - Detailed
Budgeting, "Chartfields (dimensions)" section for more details.
435
Is there historical data in a current
system or will this need to be developed
once Demantra has been implemented?
If it is in a current system integration will
need be to be considered however if
there is no historical data it will take time
to build up the relevant historical data to
draw upon.
436
Page 85 of 102
If the historical data refers to previous purchasing, issues from
warehouse, etc, UNHCR has the data. Concerning planning
accuracy, no systemised historical data is available. OK
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
437
Lot3-Demantra
C
D
Work Pkg
Question
E
F
Demantra and Strategic Network
optimiser are both strategic planning
tools but there is a requirement of a
operational supply and demand tool.
what will be the Operational planning
tool as there is no mention of this?
Field will use output from the strategic planning tool to support
their planning, no operational tool planned.
What is your current staff level, do you
have developpers that you plan to
leverage?
No. For the implementation, the system integrator will provide the
development effort to put GRC into operation.
437
438
Lot1-GRC
UNHCR will use internal resources to build knowledge and capacity
for post implementation; however, we anticipate that the Prime
Vendor will be involved in both train-the-trainer and transfer
knowledge to UNHCR.
438
439
439
Lot1-GRC
It appears that that FIT gap has already
completed, so you have already reviewed
the new 9.2 functionality and
determined what they want to
implement ?
Page 86 of 102
Refer to Annex B_TOR Work Package 2 - Business process analysis
and detailed design will be revalidated with System integrator
including detailed business requirements documents and revised
fit/gap and keep /drop analysis (see deliverable).
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
440
Lot1-GRC
C
D
Work Pkg
Question
E
F
Billing - What countries, lamguage and
currencies do you plan to invoice in ?
Countries: "Invoices" for may be sent to any country.
Languages: At least English, French and Spanish
Currency: Can be any
440
441
Lot1-GRC
Billing - What taxes (Sales, VAT) will need
to be calculated on an invoice?
There is currently no requirement to calculate any Sales tax or VAT.
442
Lot1-GRC
443
Lot1-GRC
Project Costing: Project Security - Is it in
scope or out of Scope.
Billing: Whether invoices to be generated
for Field specific units or for a single unit
globally?
Requirements vary depending on the type of invoice. In general,
invoices for billing can be created in any of the Business Unit (that
represent mainly countries where UNHCR operates)
441
442
This will be determined as part of WP02.
443
444
Lot1-GRC
Billing: What are the Tax Calculation
requirements on Customer invoices.
444
Page 87 of 102
Currently, UNHCR does not have any Tax calculation requirement.
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
445
Lot1-GRC
C
D
Work Pkg
Question
E
F
Billing: What are the Revenue budgeting
requirement on customer invoices.
UNHCR does not use Revenue budgeting at the moment and no
plan to use it.
However, UNHCR would like to setup commitment control for
certain revenue to increase Spending Authority.
445
446
Lot1-GRC
Expenses: Approval process requirement
for Cash Advances and Claim Settlements
- Is it in scope or out of Scope.
activity).
447
Lot1-GRC
activity).
448
Lot1-GRC
449
Lot1-GRC
450
Lot1-GRC
Expenses: Expense Receipt Verification
and audit requirements- Is it in scope or
out of Scope.
What PeopleSoft instance is the HRMS
system on?
On average, number of users utilizing the
system?
Appears VAT is currently calculated and
stored outside of PeopleSoft, are there
any requirements / needs / desires to
calculate within any PeopleSoft modules
(e.g. Billing, Purchasing, Payables...)
451
Lot1-GRC
For best available information, see attached RFP 647 - QandA Users and Volume of Common Transactions.
452
Lot1-GRC
453
Lot1-GRC
Purchasing / eProcurment: Current
See also: 52 104
number of requesters and buyers? What 137 158 242 488
language are purchase orders created in? 507 5265 537 557
577
Purchasing: Volume of requisitions and
purchase orders created on a monthly
basis?
Payables: Volume of vouchers created on
a monthly basis?
446
447
448
449
Currently, 8.9, but upgrade to 9.2 is in progress.
AR is not applicable, and VATs on AP process may be subject to
payment but reimbursable from the tax authority.
450
451
452
453
Page 88 of 102
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
454
Lot1-GRC
C
D
Work Pkg
Question
E
F
Payables / Receivables: How many
different banks are currently utilized for
payments and deposits?
Field accounts approximately 350 bank accounts, 300 petty cash
accounts, 30 operational cash accounts.
HQ accounts approximately operational platform approx 20
accounts, FX and investment accounts approx 15.
Expenses: Volume of expense reports
created on a monthly basis?
Expenses: Are expenses payments
expected to be paid via PeopleSoft
Payroll or Payables?
Expenses: Are any corporate cards
utilized that will need to be feed into
PeopleSoft?
Expenses: Number of employees and
contractors projected to utilize the
Expense system?
Billing: Will billing be centralized to a
team or rolled out to the field to enter
bills and generate invoices?
n/a. Expenses is currently not in use.
454
455
Lot1-GRC
456
Lot1-GRC
457
Lot1-GRC
458
Lot1-GRC
459
Lot1-GRC
455
456
457
458
459
460
Lot1-GRC
General Ledger: In what capacity is
PeopleSoft nVision utilized for reporting?
activity).
activity).
UNHCR has 8000+ staff globally, most of whom are potential users
of the Expense system.
Billing will be rolled out to the field.
Voluntary contribution activities will be centralized but field will
generate the invoices for other types of billing activities (eg.
Guesthouse sales).
nVision is used for both statutory requirements (Trial Balance,
Balance Sheet, P&L) and also operational budget-expenditure
monitoring/control.
nVisions mainly based on GL, Budget ledger and KK tables.
460
461
461
Lot1-GRC
General Ledger: Are nVision reports ran
online or only from the client nVision
instance?
Page 89 of 102
Both
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
462
Lot2-Hyperion
C
D
Work Pkg
Question
E
F
General
Hyperion Planning will be implemented
after Peoplesoft Upgrade is completed.
Please confirm if this understanding is
correct.
The same go-live date for PeopleSoft and Hyperion Planning
See also: 300 462
462
463
Lot2-Hyperion
General
Will Hyperion Plannning also be used for
Financial Planning to do financial
budgeting or it's limited to only
Manpower and position budgeting?
Scope of Hyperion Planning is described in Annex B - Appendix II Application Overview - Lot2 - Hyperion - Detailed Budgeting and
Annex B - Appendix II - Application Overview - Lot2 - Hyperion Position Budgeting.
464
Lot2-Hyperion
General
How many entities / branches are there?
In 2014, UNHCR had 126 Operations.
465
Lot2-Hyperion
General
Is there any difference in the calculation
logics across entities based on country
specific legal elements to be considered
for paytoll cost, if yes, please elaborate.
To be detailed during the engagement.
466
Lot2-Hyperion
General
The annual budget cycle and revisions is described in Annex B Appendix II - Application Overview - Lot2 - Hyperion - Detailed
Budgeting, "Budgeting cycle" section
467
Lot2-Hyperion
General
468
Lot2-Hyperion
General
Do you have provisions of
monthly/quarterly forecasting or
budgeting process revisions? Or will
Hyperion Planning be used only for
Annual Budgeting purposes?
What exact information makes a
position. Is it a combination of Salary
scale, grade and step?
As mentioned survey salary is defined in
USD, so for every entity this gets
converted further using exchange rate. Is
this assumption correct?
463
464
465
466
467
468
Page 90 of 102
Please see attached Annex B - Appendix II for overview. Detailed
requirements will be elaborated during the engagement.
No, position costs for planning and budgeting purposes are
handled in USD only.
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
469
Lot2-Hyperion
C
D
Work Pkg
Question
E
F
General
How does the cost account breakdown
for position cost happpen - allocation /
simple calculation ?
This is the result of a calculation. For the purpose of estimation,
assume that the calculation is medium to high in complexity.
469
470
Lot2-Hyperion
General
All FDMEE interface will be developed
using flat file as extract from the source
system. Is this assumption correct?
The final solution needs to be determined on a case by case basis.
471
Lot2-Hyperion
General
We assume that UNCHR IT team will
provide the data extracts from FOCUS /
PeopleSoft as per the format provided by
Hyperion team during implementation. Is
this assumption correct?
In principle, the data extracts from FOCUS will not change. Any
data extract requirement must be discussed and agreed with the
UNHCR IT Team.
What is the frequency for the data loads?
The details will be determined/elaborated during the engagement.
470
For PeopleSoft, ETL activities will need to be discussed between
System Integrator (SI) for Lot 1 and SI for Lot 2. FDQM/FDMEE is
expected to address most of the integration requirements.
471
472
Lot2-Hyperion
General
From Focus to Hyperion, one could expect 10 submissions per day,
noting that there are some periods where it can peak to >50 per
day.
From Hyperion to FSCM: This is a nightly automated process
described in Annex B - Appendix II - Application Overview - Lot2 Hyperion - Detailed Budgeting, "Target Validation in PeopleSoft
EPM" section.
472
Page 91 of 102
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
473
Lot2-Hyperion
C
D
Work Pkg
Question
E
F
General
What is the expected number of reports.
Please share break with split of
complexity by - simple/ medium/
complex
Generic definition of report
- Simple : Data retrieval in grid. No FR
calculations, no complex formating
- Medium : simple FR calculations,
custom headings
- Complex: Conditional fomratting,
complex formulaes, multiple grids
Financial reports to be developed in HFR, WebAnalysis and
SmartView shall be identified during the detailed analysis and
design phases of the project.
General
Can you please elaborate the number of
users and security setup requirements?
Please refer to the attached QandA - Users and Volume of
Common Transactions
Hardware Vendor (Sun, HP, Oracle etc)
Currently, GRC is not installed in UNHCR. UNHCR has a hosting
service provider with whom the project should collaborate to
ensure proper hardware sizing and setup.
473
474
Lot2-Hyperion
475
Lot1 - GRC
474
Please refer to Annex B - Appendix III on Technical Overview and
Work Packages.
Additional information to answer technical questions have also
been attached. See attached:
Technical - MSRP Systems at ICC
Technical - System Topology - AS IS
Technical - Current MSRP Versions
Technical - Target Application Versions
475
476
476
Lot1 - GRC
Operating System Version and Release
(32/64 bit)
Page 92 of 102
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
477
Lot1 - GRC
477
C
D
Work Pkg
Question
E
Provide details of hardware clustering (if
any)
Is there any virtual environment
478
Lot1 - GRC
479
Lot1 - GRC
Is Load-Balancer being used ? Please
confirm.
480
481
482
Lot1 - GRC
Lot1 - GRC
Lot1 - GRC
Oracle DB Version to be installed
Is Database clustered (RAC)?
Total Database Users
483
Lot1 - GRC
484
485
Lot1 - GRC
Lot1 - GRC
Avg and Max Concurrent Users of
Database #
Number of DR sites
If application layer to be in cluster
mention the environment details. (e.g)
UAT,PROD
Total number of instance and names
478
479
480
481
482
483
484
485
486
Lot1 - GRC
487
Lot1 - GRC
Data guard required ? If yes active/active
or active/passive?
488
Lot1 - GRC
489
Lot1 - GRC
490
491
Lot1 - GRC
Lot1 - GRC
Specify the list of languages used in the See also: 52 104
current Application instance, other than 137 158 242 488
English (US)
507 5265 537 557
577
Specify the list of third party
applications? Please provide the
integration architecture diagram if
available.
Application version details
Application is Clustered ?
486
487
488
489
490
491
F
Page 93 of 102
No.
Yes.
See attached Target Application Versions
Transaction.
Transaction.
One anticipated.
Yes.
To be determined.
Also see response to question 475
To be determined.
Also see response to question 475
Currently, only English is anticipated.
Integration with PeopleSoft is the the key requirement, possibly
along with Hyperion, Demantra/SNO. Other 3rd party applications
to be determined during the engagement.
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
492
Lot1 - GRC
C
D
Work Pkg
Question
E
F
Customization details ?
"Customization" in the context of GRC has to be determined.
GRC is new module. At this point in time, UNHCR has the output of
the scoping sessions conducted during the conceptual design
phase. Refer to Annex B - Appendix II - GRC.
492
493
493
494
Lot1 - GRC
Lot2 - Hyperion
Integration details
Main integration requirement is with PeopleSoft.
Currently, Hyperion is not installed in UNHCR. UNHCR has a hosting
service provider with whom the project should collaborate to
ensure proper hardware sizing and setup.
Work Packages.
494
495
Lot2 - Hyperion
496
Lot2 - Hyperion
497
498
Lot2 - Hyperion
Lot2 - Hyperion
499
500
Lot2 - Hyperion
Lot2 - Hyperion
495
496
497
498
499
500
(32/64 bit)
any)
confirm.
Page 94 of 102
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
501
Lot2 - Hyperion
C
D
Work Pkg
Question
E
To be determined.
501
502
502
503
504
505
Lot2 - Hyperion
503
504
Lot2 - Hyperion
Lot2 - Hyperion
505
506
Lot2 - Hyperion
Lot2 - Hyperion
507
Lot2 - Hyperion
508
Lot2 - Hyperion
509
510
511
Lot2 - Hyperion
Lot2 - Hyperion
Lot2 - Hyperion
506
507
508
509
510
F
Database #
Number of DR sites
UAT,PROD
or active/passive?
English (US)
507 5265 537 557
577
available.
Transaction.
To be determined.
Transaction.
One anticipated.
English.
High level integration diagram is presented in Annex B - Appendix II
- Application Overview - Lot2 - Hyperion - Detailed Budgeting,
"Budgetting systems" section where essentially EPM will be
replaced by Hyperion.
"Customization" in the context of Hyperion has to be determined.
Hyperion Planning is new to UNHCR. At this point in time, UNHCR
has outputs of the scoping sessions conducted during the
conceptual design phase.
Refer to Annex B - Appendix II.
511
512
512
Lot2 - Hyperion
Integration details
See response to question: 494 and 508
Page 95 of 102
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
513
Lot3 - Demantra
C
D
Work Pkg
Question
E
F
Currently, Demantra is not installed in UNHCR. UNHCR has a
hosting service provider with whom the project should collaborate
to ensure proper hardware sizing and setup.
the Work Packages.
513
514
Lot3 - Demantra
515
Lot3 - Demantra
516
517
Lot3 - Demantra
Lot3 - Demantra
518
519
520
Lot3 - Demantra
Lot3 - Demantra
Lot3 - Demantra
514
515
516
517
518
519
(32/64 bit)
any)
confirm.
520
521
521
522
522
Lot3 - Demantra
Lot3 - Demantra
Database #
To be determined.
Transaction.
To be determined.
Transaction.
One anticipated.
Number of DR sites
Page 96 of 102
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
523
Lot3 - Demantra
C
D
Work Pkg
Question
523
E
UAT,PROD
524
Lot3 - Demantra
525
Lot3 - Demantra
or active/passive?
526
Lot3 - Demantra
To be determined.
To be determined.
524
To be determined.
525
527
Lot3 - Demantra
528
Lot3 - Demantra
English (US)
507 5265 537 557
577
available.
529
530
531
532
533
Lot3 - Demantra
Lot3 - Demantra
Lot3 - Demantra
Financials /Management
Integration details
RDBMS release to be installed
PSFT Tools Version to be installed
534
535
Application Server Version To be
Installed
Applications Modules to be installed
536
537
Character Set to be installed
Languages to be installed
526
527
528
529
530
531
532
533
534
535
536
537
F
See also: 52 104
137 158 242 488
507 5265 537 557
577
Page 97 of 102
n/a.
PeopleSoft and possibly Excel. No other 3rd party applications that
needs to relate to Demantra are deployed (only PS).
Refer to attached: RFP QandA - Target application versions.
Preferably vanilla implementation.
Please see attached: RFP 647 - QandA - Target Application
Versions.docx
Versions.docx
Versions.docx
Unicode
English
1
2
A
B
C
D
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Work Pkg
Question
Number
538
Number of instances to be installed
including name of instances
E
F
See Annex B - Appendix III - 4: Technical Architecture and Annex B Appendix III - 5: Methodology and Options.
538
539
Mention the names of instances required
to be in RAC. (e.g UAT,PROD)
See response to question 42
540
Question is not clear.
541
542
Should the install has any custom
database configured, If yes, Please
provide all the details of the same
Number of users accessing each
Environment
Total Project duration
543
Support duration for SIT,UAT,PROD etc
539
540
541
542
See also: 84, 542,
562, 582
See ToR, section 4, timeline and constraints.
Also see answer to question: 84
See also: 113, 543, 3 months after go-live; 3 months to be used within one year for key
563, 583
processing milestones.
Fixed Price. See Technical Response and Financial Offer forms.
543
544
FP or T&M?
545
Do you need fallback to be
implemented? If Y, Does fallback have to
be Active-Active or Active-Passive
Yes. Active-active
546
547
548
Currently, UNHCR has 1 DR site for all applications.
549
datagaurd to be implemented ?
Number of DR sites
UAT,PROD
Implementation approach ? (Offshore or
Onsite or Offshore&Onsite)
544
545
546
547
548
549
Page 98 of 102
1
2
A
B
C
D
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Work Pkg
Question
Number
550
Please mentione Intergration
requirement with other product
E
F
Examples include homegrown Fleetwave, EFT payfiles (banking),
PeopleSoft HR, Hyperion (future), Demantra/SNO (future)
For additional information, refer to Annex B - Appendix III
550
551
552
EPM
confirm.
553
EPM
554
EPM
555
EPM
Installed
556
EPM
557
EPM
558
EPM
559
EPM
n/a. EPM to be replaced by Hyperion or bolt-on PeopleSoft
functionality.
functionality.
560
EPM
functionality.
561
EPM
Environment
551
552
553
554
555
556
See also: 52 104
137 158 242 488
507 5265 537 557
577
557
558
Yes, load balancers are used in all the current production
environment.
functionality.
functionality.
functionality.
functionality.
functionality.
functionality.
559
560
561
Page 99 of 102
functionality.
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
562
EPM
C
D
Work Pkg
Question
E
See also: 84, 542,
562, 582
562
563
EPM
F
Also refer to QA: 84
563, 583
563
564
EPM
FP or T&M?
565
EPM
566
EPM
567
EPM
Number of DR sites
568
EPM
569
EPM
UAT,PROD
570
EPM
571
EPM
564
functionality.
functionality.
565
566
567
568
functionality.
functionality.
functionality.
Refer to 3.3 Statement of Work - Primary location of the Terms of
Reference
569
570
571
confirm.
Page 100 of 102
functionality.
functionality.
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
572
SCM Treasury
C
D
Work Pkg
Question
E
F
Treasury will be consolidated into the FSCM Instance 9.2. See
response to similar questions for FSCM: 532 to 551.
the Work Packages.
572
573
573
574
SCM Treasury
SCM Treasury
575
SCM Treasury
Installed
576
577
SCM Treasury
SCM Treasury
578
SCM Treasury
579
SCM Treasury
574
575
576
See also: 52 104
137 158 242 488
507 5265 537 557
577
577
578
579
Page 101 of 102
Versions.docx
English
1
2
A
B
RFP/2014/647 RFP/2014/647
Question
Lot - Section
Number
580
SCM Treasury
C
D
Work Pkg
Question
E
581
SCM Treasury
582
SCM Treasury
Environment
583
SCM Treasury
580
581
F
582
See also: 84, 542,
562, 582
Also refer to QA: 84
563, 583
Fixed Price. See Technical Response and Financial Offer forms.
583
584
SCM Treasury
FP or T&M?
585
SCM Treasury
586
587
588
SCM Treasury
SCM Treasury
SCM Treasury
One anticipated.
589
SCM Treasury
Number of DR sites
UAT,PROD
590
SCM Treasury
591
SCM Treasury
confirm.
584
585
586
587
588
Refer to 3.3 Statement of Work - Primary location of the Terms of
Reference
589
590
591
Page 102 of 102
Build and Implementation phase of the MSRP Upgrade Project
RFP 647 - Question and Answer
Additional Information
Extract of Change Management Strategy
1
Additional Information – Extract of Change Management Strategy
This is an extract of the overall change management strategy to support the upgrade project. The
strategy must be reviewed, revalidated and revised during the build and implementation phase.
Organizational Change Management encompasses all activities aimed at helping it understand and
successfully adopt new technologies. A comprehensive and structured approach is critical to the
success of any program that will bring about significant change.
In the context of MSRP Upgrade project, Change Management is a systematic set of proactive steps

To ensure continued sponsorship and business engagement by the key stakeholders

For a smooth and controlled system transition with minimal disruption

To prepare UNHCR staff, at the HQ and field, for the new (updated) system

To ensure policies, procedures/guidelines and system instructions are aligned

To contribute in the management of e project risks and helping the business achieve its defined
objectives for the project
People
Technology ObjectivesBusiness Process
& Guiding
Principles
UNHCR CHANGE MANAGEMENT
2
Change management activities go hand-in-hand with the upgrade project which UNHCR has divided into
two main stages: 1, the conceptual design, completed, and; 2, the actual upgrade and implementation,
this RFP
1.1
Change Assessment (Stage 1 – Conceptual Design)
During this stage the groundwork for the MSRP Upgrade Change Management activities is done,
changes in MSRP system are assessed, organizational characteristics are reviewed, and impacts to
existing procedures and UNHCR staff functions are identified to the extent possible.
1.2 Change Assessment (Stage 2)
The assessment of changes continues into the actual upgrade phase of the project to determine and will cover these
two main activities.
Finalize Open Requirements with Business & Vendor
During conceptual upgrade stage, some of the requirements are listed in Fit Gap for which decisions
were yet to be taken by business. Taking a Go - No Go decision would help in preparing for subsequent
steps in Change Management and would give a realistic view of quantum of change in system &
business process and its impact on UNHCR staff.
Revisit Policy & Business Process Change
Based on finalized requirements and decisions, on which of the new modules would be part of the
upgraded MSRP, assessment needs to be done on the impacted changes in Policies, Procedures and
System.
1.3 Change Planning & Execution
Up until this point, the Change Assessment which was defined as two stage activities, focused on laying
the groundwork for change management activities and assess impact based on decision to be taken by
business on the open requirements.
After assessment, the actual change management activities need to be planned and executed. This
section lists the plan, its approach and implementation details
Prepare the Change Management Charter
Form core change agent team
Perform stakeholder (impacted parties) analysis
Prepare the communication strategy
Prepare training strategy
Plan sponsor involvement
3
Assess people change and end-user impact
Form readiness assessment group
Prepare transition Plan
Assess organizational readiness
Revisit all inputs and dependencies of change management
Prepare MSRP Upgrade Change Management Charter
UNHCR would create a Change Management Charter to set the direction with following objectives

It would set the stage for successful implementation of the project.

Aligning with project objectives and guiding principles define critical success factors for CM efforts.

Put in words the sponsor’s vision of change by providing overview on project objectives, rationale
and expected state in future.

Bring clarity on the roadmap to stakeholders and staff with Executive Direction and Commitment to
support upgrade.
It also helps in cascading information faster and alignment of objectives and vision.
Reaffirmation/Formation of Core Change Management Team for MSRP Upgrade

UNHCR to create a Core Change Management Team for MSRP Upgrade that would be aligned to the
Signed and Approved Project Management Charter (Project Structure and Organization) whose
responsibility would involve:

Being key drivers of change.

Coordinate & manage overall change management activities.

Alleviate the concerns of UNHCR Stakeholders and End User groups to ensure that additional
difficulties with perceptions about the project do not arise.

This group can facilitate a review of the impact that change may have on employee skills and
assigned duties in order to develop a plan to address for workforce changes.
(Continue to) Perform Stakeholders Analysis
(Those affected by changes in business process and technology by MSRP Upgrade Project)

Direct
 Senior Management
 HQ Staff/Regional Office/Field Staff

External
 Donors/Implementing Partners
4

Indirect
 HR, GLC, Support, Project Management/Audit & External Bodies

Assess the key stakeholders and super users readiness by asking questions regarding the change, its
impact etc.

Stakeholder assessment helps to determine the best feedback channels for each identified
stakeholder group. It is important to understand the major questions and concerns that these
groups may have, so that adequate attention can be paid to correcting misunderstandings, filling in
the gaps, undoing rumors, etc. If UNHCR understands, what the potential barriers to acceptance are,
it will be better prepared to take proactive action to eliminate them.

Determine the most effective way to reach the stakeholder groups (e.g., individual or group
interviews, surveys, web site with user response capability, etc.).

Recognize serious concerns or misunderstandings and be prepared to respond to them promptly.
Help concerned stakeholders to see why the project is in their best interest.

Be persistent and creative in approach to those influential individuals who demonstrate continued
resistance. Make every effort to make them aware of how the project works in their favor. Turn
them into allies.

Plan to make management commitment to the project visible throughout the organization.
Prepare/Revise the Communication Strategy
As part of Change Management, the communication strategy and plan need to be aligned. Existing plan
needs to be revalidated with respect to the results of change management assessments and the most
suitable option s need to be taken forward.
Prepare/Update Training Strategy
Current training plan/strategy has served as a guide for the training needs of project team and Subject
Matter Experts for engagement in upgrade project related activities.
This plan needs to be updated to include training plan for the implementation, as per the outcomes of
change management assessments and planning and the most suitable options need to be taken
forward.
Plan Continued Sponsor Involvement
As sponsors are actively involved in the upgrade project, this is a reassessment of providing visibility to
end users and staff distributed globally, on how sponsors are actively involved and it leads to faster Buy
5
in. It could lead to updated plan for different modes of actively involving sponsors in driving the message
and communicating with end users across organization.
Assess/Re-Assess People Change and End User Impact

Awareness Level on Upgrade

Identify lack of information & resistance

Guard against complacency
Identify key sponsors from UNHCR who act as positive influence driving this change.
Form Readiness Assessment Group
Drill further to form this group which would be an extended arm of Core Change management team that
would lead in implementation and spread message across staff. This could align with the ‘Field
Reference Group’ which is planned by UNHCR. Specific focus to impacted UNHCR regional & field office
staff and communicate to encourage ownership and nurture acceptance of the new business processes
and system. Have different forums in which the user community can interact with change agents,
readiness assessment groups and sponsors to discuss project issues and potential user impacts. These
meetings can be:

Customized for Specific User Groups.

Specific plans for business process/workflows identified for improvement.

Focus group for IPSAS and compliance adherence changes.

Identify training needs Change in Roles and Responsibilities, job profile.

Interaction workshops.

Address particular concerns the users may have.

Provide timely and accurate information about upcoming events.

Ensure the consistency of information passed onto the user community.

Ensure project buy-in by the users.

Follow up

Provide potential users with a way to provide feedback, ask questions, etc.

Recommendation is through the intranet portal as it would provide real time visibility to common
issues and solutions
Prepare Transition Plan
6

Develop a transition plan for people who are part of updated business process which needs change
in roles and responsibilities as well as still set of impacted staff
Assess Organizational Readiness

Risk parameters assessment

Functional Impact & Business Process Change Listing

Sponsor Buy In & Involvement Plan

Policy & Procedure Update plan
Revisit all inputs and dependencies of Change Management

Use learnings from similar past project in UNHCR

Form Change group

Address Staff and UNHCR organization issues specific to upgrade

Finalize open requirements to be implemented along with business

Propose updated organization structure based on Roles and Responsibilities, Job description

Update Policy and Procedures

Implement Communication Mechanism & Plan

Prepare training content
At the end of Planning & Execution Stage, the key expectations are:

Visibility of all changes which are going to take place in the system

Identification of stakeholders and audience

Impact on Policy, Procedure, Technology & People

Formation of Core Change Agent Group

Skill Gap Analysis and Transition requirements

Organizational Readiness Assessment

Communication Plan aligned with its strategy

Focused training plan as per training strategy

Master tracker sheet aligned with upgrade lifecycle and milestones
Based on the functional and business impact plan for:

Regular Communication - Aligned with Communication Strategy
7

Focused Trainings – Aligned with Training Strategy
Prepare Roles & Responsibilities Matrix
Preparing roles and responsibilities of all involved users would give ownership clarity and identify gaps if
any for

Sponsor/Stakeholder

Change Agent Team

Project Management Office

Business Users

GLC

Vendor

Support teams
1.4
Change Monitoring & Verification
For all the planned activities under Change management and its Execution, it is important to monitor
and assess if the project is on track to meet the desired objectives set out with respect to change
management.
A master tracking sheet would be an overall plan on a single page which would give an overview of
group of change management activities. It would help tracking the progress in a single page or a sheet
and dependencies if any to be shared with sponsors and help in monitoring the progress with respect to
planned milestones.
Activities include but are not limited to:
Forming the Change Control Board
Publishing results of planned measurement
Evaluation and tracking of regulatory compliance requirements
Planning for testing groups and covering
Review of transition plans
Assessment of readiness for change
Analysis of support logs and system behavior
8
Monitoring & Verification stage expectations are









Regular communication, tracking & review
Training outcome and feedback assessment
Skill Set Transition
Align with other related strategies for collaboration (User Acceptance testing)
Evaluate system performance and user tickets from support team
Lessons learned
Closure and Archival
Review, identify and address weakness in the processes
Review, identify and address gaps in the training material or skill enhancement needs of the users
9
on Communication
1
Additional Information – Extract of Change Management Strategy on Communication
This is an extract of the change management strategy to support the upgrade project.
The communication strategy is developed to ensure sharing timely information about the project to all
stakeholders and to receive quality feedback from them, which is equally important. This would be
aligned with project communication plan.
Different Modes/Medium

Location Based Meetings – All Staff

Newsletters, Targeted Emails and Broadcasts

Intranet, Online tutorials, Content & Repository, and other web-based webcasts, videos, selfrunning demons

Survey

Online Training

User Groups

Workshops, Certifications
A communication plan must be developed and/or revised to identify various audiences within this
project and specify who will get what information at what time, in what format and through what
means of delivery. In addition, the project team will track and record lessons learned throughout this
project, so that the experience gained can be leveraged in the future.
In general, the approach would include:

The use brochures, fliers, white papers or other means of communication to inform those who will
be affected of the benefits of the new system. Specifically, fliers can provide all end-users the
opportunity to understand the new system and become aware of the benefits it provides.

Creation intranet web site for upgrade project and ensure that all relevant parties are aware of :










Project Status, Progress and Performance
Interactive Question and Answer Communication
Frequently Asked Questions (FAQ)
Relevant Project Documents
Glossary of Terms (for each key Module)
Newsletter
Tutorials
Training Schedule
Emails and newsletters as way of communication

Build the effective communication channel after go live
Use other media (see list above of different communication modes/medium) to transmit relevant
information to reach the target audience
2
Additional Information – Extract of Change Management Strategy on Communication
Based on the group of stakeholders/staff categorized as per location (HQ, Region & Field) and functional
roles or departments the communication would be different.
It is recommended that a dedicated landing page in intranet portal be the primary source of
communication in UNHCR. This would help in transmitting consistent messages for all staff and different
sections and FAQs could help clarify doubts and provide updates in consistent manner.
Any good communication plan would need a proper tracker to monitor the progress as well as
effectiveness of communication done. Based on feedback and inputs received, further follow up actions
needed could be tracked to closure.
3
Application
App Version PT Version
Oracle
Version
MP
Tuxedo
Webserver
Cobol
Crystal
Reports
MS Office
Portal
8.9
8.50.09
11.2.0.3
10gR3
11gR1 (10.3.1)
Server Express 5.0
wp4
2008 SP1
2003
FSCM
(Fin/SCM)
8.4
8.50.09
11.2.0.3
10gR3
11gR1 (10.3.1)
Server Express 5.0
wp4
2008 SP1
2003
FSCM (TMS)
9
8.50.09
11.2.0.3
10gR3
11gR1 (10.3.1)
Server Express 5.0
wp4
2008 SP1
2003
HRMS
(HR/Payroll)
8.9
8.50.09
11.2.0.3
MP3
10gR3
11gR1 (10.3.1)
Server Express 5.0
wp4
2008 SP1
2003
EPM
8.9
8.50.09
11.2.0.3
MP4
10gR3
11gR1 (10.3.1)
Server Express 5.0
wp4
2008 SP1
2003
Operating
System
Linux -5
Oracle
Corp
Linux -5
Oracle
Corp
Linux -5
Oracle
Corp
Linux -5
Oracle
Corp
Linux -5
Oracle
Corp
The International Computing Centre (ICC) provides a managed hosting service for UNHCR’s
MSRP systems which are based on PeopleSoft applications.
A managed hosting service includes the following principal activities:
• Hosting the hardware on which the applications reside, including networking
• Managing the application environment
MSRP
User List
(CSV File)
File Import
Process
RAPA
(Portal)
Database Link
GF-I/GF-X (SharePoint)
GroupWise
Bank
Statement
(CSV File)
File Import
Process
Database
Link/
Integration
Broker
RATM
(Treasury)
RAEP
(Budget/
Income)
RAFC
(Focus)
Database Link
Database Link
Exchange
Rates
(RTF)
File Import
Process
RAFS
(Fin/SCM)
Various HR
Data
(CSV File)
RAHR
(HRMS/GP)
Database Link
File Import
Process
SMS Reporting (Cognos)
EFT Files
Office Wings
UNHCR-Net
(Intranet)
Data Export
(CSV File)
File Export
Process
File Export
Process
L and C Data
(CSV)
Data File
(CSV)
Data File
(CSV)
Data File
(CSV)
LMS
(Cornerstone)
UNJSPF
Database
Medgate
UNHCR Web site
(Internet)
MSRP Upgrade Project (SahFire) - Target Application Versions
Application
PeopleSoft FSCM
App Version
9.2
Comment
Latest available image as at last
upgrade pass
To be determined.
In principle, most recent
supported version available
that is compatible with the
target PeopleSoft FSCM
version/image.
To be determined.
version/image.
To be determined.
supported version available.
To be determined.
supported version available.
9.2
8.54
(to be confirmed)
Upgrade project in progress.
General Ledger
Commitment Control
Accounts Payable
Accounts Receivable
Purchasing
Asset Management
Inventory
Banking
Cash/Deal/Risk Management
Billing
Expenses
SRM (eSupplier, eProcurement,
Strategic Sourcing)
Real-Estate Management
Project Costing
Governance, Risk and Compliance
Access Controls Governor
Transaction Controls Governor
Including:
Transaction Controls Governor
Connector to PeopleSoft Enterprise
for TCG
Hyperion
Hyperion Planning Plus
Including:
FDMEE
FDMEE Adapter Suite
Demantra
Demand Management
SNO
Strategic Network Optimization
PeopleSoft HRMS
PTools
Oracle Database
11g or higher
version/image. Please note that
the final PeopleTools version is
to be decided in coordination
with the PeopleSoft HRMS
upgrade project. The
PeopleTools version should be
the same for all PeopleSoft
environments in UNHCR.
Although not required, UNHCR
prefer to have the database
versions of all PeopleSoft
applications to be the same. In
making the final decision for
the database version, the
PeopleSoft HRMS upgrade
project should be taken into
consideration.
The above should respond to multiple technical questions on: PeopleSoft, GRC, Hyperion,
Demantra/SNO.
SAN
AP01
HP DL380
8 cores 96Gb
All apps
1Gb/s
Production
AP03
HP DL380
8 cores 96Gb
All apps
DP03
HP DL380
8 cores 48Gb
FS
WP02
HP DL360
4 cores 16Gb
All apps
AP02
HP DL380
8 cores 96Gb
All apps
WP01
HP DL360
4 cores 16Gb
All apps
DP02
HP DL380
8 cores 48Gb
HR, TM
10Gb/s
Non-Production
1Gb/s
WN01
HP DL360
4 cores 16Gb
PA, FS
DN02
HP DL380
8 cores 48Gb
HR, TM, EP
WN02
HP DL360
4 cores 16Gb
HR, TM, EP
AN02
HP DL380
8 cores 96Gb
HR, TM, EP
DN01
HP DL380
8 cores 48Gb
PA, FS
AN01
HP DL380
8 cores 96Gb
PA, FS
DP01
HP DL380
8 cores 48Gb
PA, EP
SAN
10Gb/s
RPS
RPS
Firewall
Firewall
Internet
UNHCR HQ
DR Network
12Tb
12Tb
UNHCR HQ
remo
HP DL370
8 cores 12Gb
Firewall
remo
HP DL370
8 cores 12Gb
SAN
1Gb/s
RPS
viren
HP DL370
8 cores 12Gb
Training / DR
WT02
HP DL360
4 cores 16Gb
All apps
AT02
HP DL380
8 cores 96Gb
All apps
WT01
HP DL360
4 cores 16Gb
All apps
DT02
HP DL380
8 cores 64Gb
HR, TM, EP
AT01
HP DL380
8 cores 96Gb
All apps
DT01
HP DL380
8 cores 64Gb
PA, FS
10Gb/s
Servers
Firewall
Firewall
12Tb
Internet
UNHCR HQ
Production
Network
Training / DR
NFS / Backup
Non-Production
DT01: camu
Windows
DN01: patmore
DT02: picao
Application / Web
DN02: pau
AT01: whiteash
Database
AN01: abuta
AT02: whitespire
Key:
AN02: avenca
WT02: lombardy
WT01: lodgepole
Production
WN02: liveoak
WN01: leyland
AP03: amur
AP02: acai
AP01: ajos
DP03: satomi
DP02: syringa
DP01: sourwood
WP01: raintree
viren
WP02: redmaple
remo
on Training
1
Additional Information – Extract of Change Management Strategy on Training
This is an extract of the training strategy to support the actual upgrade project.
UNHCR has a Global Learning Center (GLC) with the goal of providing all staff who carry out UNHCR work
with opportunities to learn new skills, acquire knowledge to improve their performance and better
manage their individual career paths. GLC is responsible for coordinating internal learning activities
agency-wide, ensuring that learning design, delivery, and evaluations have the highest substantive and
methodological integrity, and that our learning activities closely reflect institutional priorities.
Global Learning Center (GLC) has a ‘Learn and Connect’ portal for UNHCR. The "Learn & Connect"
Learning Management System, with an ever-growing catalogue of courses, offers a selection of learning
opportunities – both online and in more traditional workshop formats.
GLC, the upgrade vendor, the project team and the business SME’s need to partner in developing
appropriate training material catering to staff needs, as well as in delivering end-user and train-thetrainers courses .
Target Trainees
UNHCR has operations in 100+ countries with some 8,000+ staff . Of these, staff members in positions
with administrative, financial, budgeting, donor relationship, managerial and supply management
functions are impacted by the project and therefore form the cohort for trainings planned as part of its
implementation. UNHCR resources will be impacted in different ways and therefore will need to be
provided with a mix of training materials as appropriate. The assessment of training requirements will
be continued during build and implementation phase.
Prepare Consolidated List of Trainings required
Inputs should be taken from

Skill Gap analysis & Training Needs Assessment

Business process changes or workflows

New modules

User Needs

Lessons learned

Organizational experience with different training methods and their effectiveness
Develop Curriculum and Content
Prepare focused training programs & tailored curriculum (topics covered, reference and other training
materials used) and content (specific information to be delivered) for each group. The training to be
provided in settings appropriate to the content and group responsibilities (e.g., Field Staff in Regional or
identified hubs; HQ & GSC Staff in a training rooms).
2
Additional Information – Extract of Change Management Strategy on Training
PeopleSoft UPKs for targeted training
UPK (User Productivity Kit) is interactive learning environment that portrays a simulated PeopleSoft
environment. User learns by performing the task themselves and the UPK provides instructions as one
progresses.
It is similar to working on the real system with the added feature of being guided through the tasks with
the choice of being able to see the task being performed or performing the task as instructed. A table of
contents is used to display all the available training topics.
Other modes of training




Conference room pilot (CRP)/Live Training
People books
Oracle University
External Trainer (Upgrade vendor)
Serious attention to be paid to methods of delivery and as a result while most employees will receive
classroom presentations; certain groups will receive hands on training.
In addition, relevant CBTs, presentations will be made available on the project web site as a means of
distributing key information about the project to all stakeholders. The following list could be used as a
guide in development of this training program:
It is important to understand the training needs of each stakeholder group, develop targeted training
activities, and deliver content with the appropriate method. A good training plan will serve as an
effective road map for training activities.
Training is essential to the success of this project. Each stakeholder group in the project may have
unique training needs, this need to be captured for the groups relevant to MSRP upgrade project, their
specific training needs and information about the training materials and facilities that will be used. It
will form basis for the training plan.
GLC Portal could be used effectively for training content accessibility. One of the possibilities could be to
have a consolidated section for MSRP upgrade related training content which could be categorized
based on business groups, key modules or process flows.
3
RFP 647: Information on Users and Volume of Common Transactions
Questions to be answered:
Please indicate the daily volume of common transactions/day (Requisitions, POs, Vouchers, Journals,
etc). Also, please indicate the no. of users in the system.
Generally there are more transactions per day during the first quarter and last quarter of the
fiscal year. In a normal day the approximate average transactions per day are as follows:
Requisitions:
Purchase Orders :
Vouchers:
Journals:
60
75
985
350
(maximum in one day is 1,075)
(maximum in one day is 743)
The above figures include all transactions regardless of status (Open, Approved, Cancelled,
or Closed).
1) Following is the count of common transactions
a. Requisitions (by Year)
Year
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
Number of transactions
1,713
3,432
5,505
14,940
19,523
20,895
21,835
23,703
19,734
22,890
24,749
1,061
b. Purchase Orders (by Year)
Year
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2,375
4,261
6,169
14,650
19,628
21,963
22,912
25,639
22,429
25,674
28,135
732
c. Vouchers (by Year)
Year
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
9,629
40,600
91,031
204,795
267,773
282,706
286,038
301,986
323,425
344,405
359,969
7,581
d. Journals (by Ledger)
Ledger
BUDGET
CBL
COMMIT
COMMIT_DTL
DONOR_RPT
FOBS
HCR
OBL_PLAN
PREUNOG
2) Setup/Master data
a. Vendors:
b. Items:
c. Banks:
d. Bank Accounts:
Count in Journals
35,839
865
165
162
1,432
18,728
1,720,952
3,594
2,524
144,335
7,152
374
981
What are the number of users per job role and how is their geographical spread?
The function is decentralized with the HQ having a monitoring and policing function.
Currently UNHCR has approximately 397 office locations spread across 253 countries and
250 warehouses. The system integrator is expected to carry out assessment activities that
will clearly identify roles and users in different locations based on the business
requirements.
How many number of users will be accessing the Planning and Budgeting system. If possible please
provide approximate spread by Geography
What is the expected number of users / concurrent Users for Hyperion Planning ?
Currently there are 2,012 users in EPM. The system integrator is expected to carry out
assessment activities that will clearly identify roles and users in different locations based on
the business requirements.
Number of Users: MSRP, GRC, Hyperion, Demantra/SNO
Note: GRC, Hyperion, Demantra/SNO is currently not implemented and therefore information
on the number of users for these applications is not available. As mentioned previously, the
system integrator is expected to carry out assessment activities that will facilitate sizing.
Current environment
MSRP Approximate number of users per environment:
DEV
20 users
TST
20 Users
UAT
60 Users
SUP
60 Users
PRD
4050 users
TRN
20 users + size of a training class
No. of concurrent users for the production environment:
In PIA:
FS/SCM:
1,429
TM:
110
EPM:
171
Concurrent named database users should not exceed 15.
Anticipated in the Upgraded Version
MSRP: Similar to the current environment (for applications already in use)
GRC: To be determined as GRC is currently not in use. However, the initial
implementation is anticipated to be "centralized".
Hyperion: To be determined as Hyperion is currently not in use. In principle, at least
one per field office/operation would require access, as well as at least one per HQ
division. Most or all of the budgeting section in HQ would need access.
Demantra/SNO: To be determined as neither Demantra nor SNO is currently in use.
2014 KENYA OPERATION
BUDGET - FUNDING - EXPENDITURES as of 30.06.14
(in USD)
*** FAKE DATA FOR THE PURPOSES OF ILLUSTRATION ***
REGULAR EXCOM BUDGET (AB)
OPS
100,000,000
OP APPROVED
ABOD
STAFF
10,000,000
20,000,000
TOTAL
130,000,000
110,000,000
OPS
50,000,000
OL APPROVED
ABOD
STAFF
5,000,000
10,000,000
TOTAL
65,000,000
55,000,000
FUNDING - CONTRIBUTIONS (recorded)
UNEARMARKED
20,000,000
TOTAL UNEARMARKED
20,000,000
EARMARKED - DADAAB
10,000,000
EARMARKED - KAKUMA
5,000,000
EARMARKED - NAIROBI
5,000,000
TOTAL EARMARKED
20,000,000
TOTAL Contributions recorded
40,000,000
62%
SB BUDGET - South Sudan Situation - (Kakuma)
OPS
20,000,000
OP APPROVED
ABOD
STAFF
1,000,000
1,000,000
TOTAL
22,000,000
21,000,000
OPS
10,000,000
OL APPROVED
ABOD
STAFF
500,000
500,000
TOTAL
11,000,000
10,500,000
FUNDING - CONTRIBUTIONS (recorded)
TOTAL (with 7%)
#REF!
#REF!
TOTAL (excl. 7%)
#REF!
#REF!
GRAND TOTAL BUDGET - AB + SB
OPS
120,000,000
OP APPROVED
ABOD
STAFF
11,000,000
21,000,000
TOTAL
152,000,000
131,000,000
OPS
60,000,000
OL APPROVED
ABOD
STAFF
5,500,000
10,500,000
TOTAL
76,000,000
65,500,000
FUNDING - CONTRIBUTIONS (recorded + firm projections) + carry-over
TOTAL (excluding 7%)
#REF!
#REF!
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Unearmarked contributions at the country level
Country/Donors
CD
Amount
EU
40037
100,000
JPN
40033
5,000,000
USA
40079
10,000,000
France
45022
50,000
Germany
45053
45,000
Australia
45055
40,000
PSFR:
TOTAL
15,235,000
2014 NAIROBI PILLAR 1 BUDGET WITH EARMARKED CONTRIBUTIONS
in USD
BUDGET
Objectives
1. Favourable Protection Environment
EARMARKED CONTRIBUTIONS
MSRP (03/04/14)
EPM CURRENT
CD 33005
CD 33032
BUDGET (OL)
(RPP2)
(IFS)
CD 40004
TOTAL
Expenditures as
available (EPM
of 01.04.14
budget)
(MSRP)
25,000
500,000
-
500,000
113 - Access to legal assistance and legal remedies improved
500,000
-
500,000
114 - Access to the territory improved
2. Fair Protection Processes and Documentation
210 - Receptions conditions improved
#DIV/0!
0%
50,000
#DIV/0!
50,000
0%
1,500,000
50,000
-
50,000
0%
500,000
-
500,000
0%
213 - Access to and quality of status determination procedures improved
250,000
-
250,000
0%
50,000
0%
215 - Civil registration and civil status documentation strengthened
3. Security from Violence and Exploitation
310 - Protection from Crime
50,000
5,000
-
500,000
-
9,194
9,194
(9,194)
-
50,000
-
50,000
313 - Risks related to detention reduced and freeedom of movement increased
50,000
-
50,000
400,000
-
400,000
0%
300,000
0%
50,000
0%
4. Basic Needs and essential services
410 - Health
411 - Population has optimal access to reproductive health and HIV services
0%
1,000,000
700,000
700,000
50,000
-
-
418 - Population has sufficient basic and domestic items
-
419 - Services for persons with specific needs strengthened
150,000
420 - Education
300,000
5. Community Empowerment and Self Reliance
400,000
100,000
100,000
150,000
0%
200,000
0%
50,000
-
50,000
0%
513 - Self reliance and livelihoods improved
350,000
-
350,000
0%
6. Durable Solutions
150,000
611 - Potential for voluntary return realized
-
-
612 - Reintegration
100,000
50,000
7. Leadership, Coordination and Partnerships
30,000
-
0%
50,000
15,000
-
15,000
0%
15,000
-
15,000
0%
400,000
-
400,000
0%
200,000
-
200,000
0%
8. Logistics and Operations Support
600,000
810 - Logistics and supply chain
811 - Operations Management
TOTAL OPS
#DIV/0!
#DIV/0!
100,000
711 - Camp management and coordination refined and improved
713 - Donor relations and resource mobilization strengthened
0%
-
615 - Reduction of statelessness is achieved
710 - Coordination and partnerships strengthened
0%
-
415 - Population lives in satisfactory conditions of sanitations and hygiene
614 - Potential for resettlement realized
#DIV/0!
1,500,000
413 - Food Security
510 - Community mobilization strengthened and expanded
#DIV/0!
5,000
312 - Risk of SGBV is reduced and quality of response improved
314 - Protection of children
vs income
0%
212 - Quality of registration and profiling improved or maintained
214 - Level of individual documentation increased
Impl.rate
25,000
112 - Administrative institutions and practice developed or strengthened
115 - Public attitude towards persons of concern improved
Impl.rate
1,000,000
110 - International and regional instruments acceded to
111 - Law and policy developed
Budgetary space
5,680,000
-
-
100,000
9,194
700,000
-
-
-
-
809,194
14%
4,275,806
-
0%
X.21
ABOD
2,134,040
STAFF
9,377,506
GRAND TOTAL
17,191,546
188,760
-
-
288,760
2,134,040
188,760
9,194
700,000
-
-
-
-
997,954
0%
9,188,746
6%
16,193,592
H:\RFP\RFP 647 Finance MSRP upgrade\Questions and Answers\Answers\RFP 647 - QandA\RFP 647 - QandA 303 - ExampleTrackingSpreadsheet2
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2014 DADAAB/ALINJUGUR BUDGET WITH EARMARKED CONTRIBUTIONS
BUDGET
Objectives
EPM CURRENT
CD 99005
BUDGET (OL)
(RPP2)
1. Favourable Protection Environment
500,000
112 - Administrative institutions and practice developed
250,000
113 - Access to legal assistance and legal remedies improved
200,000
114 - Access to the territory improved and risk of refoulement reduced
2. Fair Protection Processes and Documentation
EARMARKED CONTRIBUTIONS (RECORDED + FIRM PROJECTIONS)
MSRP (03/04/14)
EC CD 11032
Budgetary space
CD 33094
CD 88004
CD 22065
CD 77018
CD 99887
TOTAL
available (EPM
(IFS)
budget)
Expenditures as of Impl.rate
01.04.14 (MSRP)
100,000
50,000
-
100,000
0%
50,000
0%
-
-
#DIV/0!
400,000
-
400,000
0%
213 - Access to and quality of status determination improved
300,000
-
300,000
0%
50,000
-
50,000
-
-
214 - Level of individual documentation increased
215 - Civil registration and civil status documentation strengthened
312 - Risk of SGBV is reduced
1,500,000
100,000
400,000
6,000,000
411 - Reproductive health and HIV services
1,000,000
412 - Nutrition
2,000,000
413 - Food Security
2,000,000
415 - Population lives in satisfactory sanitary conditions
2,000,000
416 - Shelter and Infrastructure
1,500,000
417 - Population has sufficient access to energy
1,000,000
418 - Population has sufficient basic & domestic items
4,000,000
419 - Services for persons with specific needs strengthened
20,000
4,000,000
2,000,000
0%
-
100,000
0%
380,000
0%
4,000,000
2,000,000
0%
1,000,000
0%
2,000,000
1,500,000
500,000
512 - Natural resources and environment better protected
200,000
1,500,000
-
0%
0%
-
2,000,000
0%
500,000
0%
0%
0%
0%
0%
-
500,000
500,000
0%
1,500,000
2,500,000
0%
150,000
0%
2,498,500
0%
400,000
0%
100,000
2,000,000
250,000
500,000
2,850,000
-
500,000
500,000
-
750,000
750,000
-
-
200,000
614 - Potential for resettlement realized
300,000
7. Leadership, Coordination and Partnerships
500,000
0%
200,000
0%
650,000
0%
0%
-
300,000
0%
#DIV/0!
0%
#DIV/0!
0%
#DIV/0!
0%
0%
-
500,000
500,000
712 - Emergency Management strengthened
713 - Donor relations and resource mobilizatio strengthened
40,000
40,000
0%
-
#DIV/0!
(40,000)
#DIV/0!
#DIV/0!
0%
5,000,000
810 - Logistic and supply chain
2,000,000
-
2,000,000
0%
811 - Operations management
3,000,000
-
3,000,000
0%
37,250,000
-
1,010,000
100,000
7,500,000
1,000,000
5,000,000
-
-
250,000
500,000
-
-
-
15,360,000
21,890,000
(40,000)
Unearmarked@Da
5,000,000
daab level
7%
200,000
4,718,590
2,357
11,397,752
424,314
53,366,342
-
1,636,671
-
0%
-
0%
X.21
5,000,000
7,000
207,000
20,360,000
GRAND TOTAL
0%
200,000
710 - Coordination and partnerships strengthened
STAFF
0%
#DIV/0!
500,000
611 - Potential for foluntary return realized
ABOD
0%
1,500
1,500,000
500,000
1,400,000
610 - Comprehensive Solutions strategy developed strengthened & updated
TOTAL OPS
0%
1,500,000
1,500,000
5,348,500
400,000
8. Logistics and Operations Support
0%
500,000
2,500,000
511 - Peaceful co-existence with local communities promoted
711 - Camp management and coordination refined and improved
1,400,000
20,000
-
150,000
510 - Community mobilizations strengthened and expanded
6. Durable Solutions
100,000
1,500
414 - Water
513 - Self-reliance and livelihoods improved
0%
#DIV/0!
25,000,000
410 - Health
5. Community Empowerment and Self Reliance
100,000
500,000
314 - Protection of children
420 - Education
#DIV/0!
2,500,000
313 - Risks related to detention reduced & freedom of movement increased
4. Basic Needs and essential services
0%
750,000
212 - Quality of registration and profiling improved
310 - Protection from crime strengthened
income
250,000
100,000
210 - Reception conditions improved
3. Security from Violence and Exploitation
Impl.rate vs
vs. OL
#DIV/0!
2,357
1,438,291
107,000
13,938,291
383,027
1,000,000
5,383,027
2,245,632
-
-
250,000
500,000
-
-
-
22,814,990
H:\RFP\RFP 647 Finance MSRP upgrade\Questions and Answers\Answers\RFP 647 - QandA\RFP 647 - QandA 303 - ExampleTrackingSpreadsheet2
23/01/2015
#DIV/0!
Oracle GRC 8.6.4 Certification Matrix
Software
Component Type
Component Name
Version
Remarks
Oracle Database 11gR2
11.2.0.3
UTF-8 Characterset
Firefox , Internet Explorer
Interet Explorer
24
9.x,8.x
Oracle Tier 1
Chinese (Simplified/Traditional), Japanese, French, German,
Database
Browser
Languages
Korean, Portuguese (Brazilian), Spanish, Danish, Italian, Dutch
Application Server and Middleware for
GRC Core
Oracle WebLogic Server
Oracle Application Development
Runtime (ADR)
12.1.2
Oracle Repository Creation Utility
12.1.2
Runtime (ADR)
10.3.6 with Oracle JDK 1.7
11.1.1.7
Oracle Business Intelligence
Runtime (ADR)
11.1.1.7
11.1.1.7
Windows Operating System
Linux x86‐64(Preferred)
Server 200x
Oracle Linux 6
Red Hat Enterprise Linux 6
Oracle VM Server
3.2.6
12.1.2
Application Server and Middleware for
GRC Intelligence (Embedded)
11.1.1.7
Additional Middleware (Standalone)
11.1.1.7
Operating Systems
Virtualization forApplication Server
Hardware
Standalone OBIEE Instance will be used for Customization and New Dashboard
and Reports development. Not required for Proof of Concept
Architecture
Server Tiers
Locate GRC application and database servers in same machine to
eliminate I/O (network) boundary constraints that can cause
performance issues
Network
When using AACG or TCG, locate GRC application and database
servers in same network segment as monitored business
application databases
Bus and Infrastructure
64bit,Processor Speed 2.4Ghz+,
Application Server CPU
16 cores (GRC) + 16 Core for (GRCI)
16 core for DB + 8 Cores for Apps Tier
64G (32+32)
40G (24+16)
500G
Production environment sizing
Non Production environment
Non Production environment
15G (GRC + GRCI)
10G (GRC + GRCI)
1TB
1TB
Non Production environment sizing
Use RAID 5 , No RAID 1+0 or 0+1 required
Use RAID 5 , No RAID 1+0 or 0+1 required
Oracle PeopleSoft Enterprise FSCM
& HCM
9.2 (PT8.53),9.1 (PT8.53/50),9.0 (PT8.49/48),8.9 (PT8.49/48)
AACG PEA: PSFT application server running in
Oracle Linux 4 or 5, Red Hat Enterprise Linux 4 or
5, or MS Windows Server 2003; and running on
x86 32‐bit.
Oracle PeopleSoft Enterprise HCM 9.2
PSFT application server running in WebLogic
10.x or 9.2. PSFT using Oracle database or MS
SQL Server 2008
Oracle PeopleSoft Enterprise FSCM
9.2,9.1
PSFT running in Linux x86‐64. PSFT using Oracle
database 11gR1
Sizes
Application Server Memory
Application Server Storage
Database Server SGA
Database Server Storage
AACG
TCG
Oracle Hyperion Planning Plus - Version 11.1.2.3
Software
Component Type
Component Name
Version
Oracle Database 11gR2
11.x
Firefox , Internet Explorer
Internet Explorer 7.x
Firefox 17.x ESR
Remarks
Database
Browser
Windows Server 2008 with SP2+
Windows Server 2008 R2 (all SP levels included)
Windows Server 2003 with SP2/R2+, SP3+
Languages
English (US)
Application Server and Middleware
Runtime (ADR)
Oracle WebLogic Server 11gR1 (10.3.5 and 10.3.6)
(bundled with Hyperion Planning Plus)
Web Server
Oracle Apache server
Oracle Apache server(bundled with Hyperion Planning Plus)
Additional Middleware
FD(Q)M
11.1.2.X
Operating Systems
Windows Server 200X
Windows Server 2008 with SP2+ OR
Windows Server 2008 R2 (all SP levels included)
Windows Server 2003 with SP2/R2+, SP3+
OR
Enterprise Linux
Solaris
Hardware
Architecture
Server Tiers
Production Environment(Only One)
Hyperion Planning Plus Application with FDM (integrator)
Prod Instance - Install Oracle epm components by Tier (Web Tier in Server#1 Virtual OS (Distributed env))
Prod Instance - Install Oracle epm components by Tier (Service Tier in Server#2 Virtual OS (Distributed env))
Prod Instance - Install Oracle epm components by Tier (Apache Server in Server#3 Physical OS (Distributed env))
Prod Instance - Install Oracle epm components by Tier (Essbase component in Server#4 Physical OS (Distributed env))
Production Instance - ORACLE RDBMS - database in Server #3 (Distributed env)-Virtual OS
Non Production ( 3-4 environments)
Server Tiers
Non-Prod Instance - Install Oracle epm components by Tier (Web Tier in Server#1 Virtual OS (Distributed env))
Non-Prod Instance - Install Oracle epm components by Tier (Service Tier in Server#2 Virtual OS (Distributed env))
Non-Prod Instance - Install Oracle epm components by Tier (Apache Server in Server#3 Physical OS (Distributed env))
Non-Prod Instance - Install Oracle epm components by Tier (Essbase component in Server#4 Physical OS (Distributed env))
Non-Production Instance - ORACLE RDBMS - database in Server #3 (Distributed env)-Virtual OS
Network
Production
Sizes
NA
8 core Duo
Production environment sizing only
Application Server Memory -RAM
24GB
Virtual Memory Only
Web Server Memory (Apache)-RAM
16GB
NA
Physical Memory
Database Server SGA-RAM
32GB
Virtual Memory Only
SAN Storage
800GB
Non-Production
NA
8 core Duo
Non Production environment sizing only
Application Server Memory -RAM
32GB
Virtual Memory Only
Web Server Memory (Apache)-RAM
16GB
NA
Physical Memory
Database Server SGA-RAM
32GB
Virtual Memory Only
SAN Storage
2 TB
QandA 320: Please interpret with the attached document on UNHCR Target Versions.
PeopleSoft PeopleTools 8.53 with Oracle Database 10.2.0.5.0
Platform Version
Supported Version Support Status
HP-UX Itanium 11.31
10.2.0.5.0 64-bit
Supported
IBM AIX on POWER Systems (64-bit) 6.1
10.2.0.5.0 64-bit
Supported
IBM: Linux on System z Red Hat Enterprise 5 10.2.0.5.0 64-bit
Supported
IBM: Linux on System z SLES 11
10.2.0.5.0 64-bit
Supported
Linux x86-64 Oracle Linux 5
10.2.0.5.0 64-bit
Supported
Linux x86-64 Red Hat Enterprise 5
10.2.0.5.0 64-bit
Supported
Linux x86-64 SLES 11
10.2.0.5.0 64-bit
Supported
Microsoft Windows x64 (64-bit) 2008
10.2.0.5.0 64-bit
Supported
Oracle Solaris on SPARC (64-bit) 10
10.2.0.5.0 64-bit
Supported
Oracle Solaris on x86-64 (64-bit) 10
10.2.0.5.0 64-bit
Supported
Platform Version
HP-UX Itanium 11.31
11.1.0.7.0 64-bit
Supported
11.1.0.7.0 64-bit
Supported
11.1.0.7.0 64-bit
Supported
Linux x86-64 Red Hat Enterprise Linux 5
11.1.0.7.0 64-bit
Supported
11.1.0.7.0 64-bit
Supported
11.1.0.7.0 64-bit
Supported
11.1.0.7.0 64-bit
Supported
Platform Version
Supported Version
Support Status
HP-UX Itanium 11.31
11.2.0.2.0 64-bit (min) Supported
IBM: Linux on System z Red Hat Enterprise Linux 5 11.2.0.2.0 64-bit (min) Supported
IBM: Linux on System z SLES 11
11.2.0.2.0 64-bit (min) Planned
Microsoft Windows x64 (64-bit) 2008 R2
Compatibility with Tuxedo
PeopleSoft PeopleTools 8.53 with Oracle Tuxedo 11.1.1.30
Platform Version
Supported Version
Support Status
Tuxedo 11gR1 (11.1.1.30) Supported
Linux x86-64 Red Hat Enterprise 6 Tuxedo 11gR1 (11.1.1.30) Supported
PeopleSoft PeopleTools 8.53 with Oracle Tuxedo 11.1.1.20
Platform Version
Supported Version
Support Status
HP-UX Itanium 11.31
Tuxedo 11gR1 (11.1.1.20)
Supported
Tuxedo 11gR1 (11.1.1.20)
Tuxedo 11gR1 (11.1.1.20)
Supported
Supported
Tuxedo 11gR1 (11.1.1.20)
Supported
Tuxedo 11gR1 (11.1.1.20)
Supported
Tuxedo 11gR1 (11.1.1.20)
Supported
Tuxedo 11gR1 (11.1.1.20)
Supported
Tuxedo 11gR1 (11.1.1.20)
Supported
Microsoft Windows x64 (64-bit) 2008 R2 Tuxedo 11gR1 (11.1.1.20)
Supported
Compatibility with IBM WebSphere
PeopleSoft PeopleTools 8.53 with IBM WebSphere Application Server 8.5
Platform Version
HP-UX Itanium 11.31
8.5.0.1 64Bit
Supported
IBM AIX on POWER Systems(64-bit) 6.1 8.5.0.1 64Bit
Supported
IBM AIX on POWER Systems(64-bit) 7.1 8.5.0.1 64Bit
Supported
8.5.0.1 64Bit
Supported
8.5.0.1 64Bit
Supported
Linux x86-64 Red Hat Enterprise Linux 6 8.5.0.1 64Bit
Supported
Linux x86-64 Red Hat Enterprise Linux 5 8.5.0.1 64Bit
Supported
Linux x86-64 SLES-11
8.5.0.1 64Bit
Supported
Microsoft Windows x64(64-bit)2008
8.5.0.1 64Bit
Supported
Microsoft Windows x64(64-bit)2008 R2
8.5.0.1 64Bit
Supported
Oracle Solaris on SPARC(64-bit) 10
8.5.0.1 64Bit
Supported
8.5.0.1 64Bit
Supported
Compatibility with Weblogic Server
PeopleSoft PeopleTools 8.53 with Oracle WebLogic Server 10.3.6.0.0
Platform Version
Supported Version
Support Status
HP-UX Itanium 11.31
Oracle Weblogic Server 10.3.6 64-bit 10.3.6 (minimum) Supported
IBM AIX on POWER Systems (64-bit) 6.1 Oracle Weblogic Server 10.3.6 64-bit 10.3.6 (minimum) Supported
IBM AIX on POWER Systems (64-bit) 7.1 Oracle Weblogic Server 10.3.6 64-bit 10.3.6 (minimum) Supported
Microsoft Windows x64 (64-bit) 2008 R2 Oracle Weblogic Server 10.3.6 64-bit 10.3.6(minimum) Supported
Compatibility with Crystal Reports 2008
PeopleSoft PeopleTools 8.53 with Crystal Reports 2008
Platform Version
Supported Version
Support Status
Microsoft Windows (32-bit) 7
Crystal Reports 2008 SP3 Supported
Microsoft Windows x64 (64-bit) 2008 R2 Crystal Reports 2008 SP3 Supported
PeopleSoft PeopleTools 8.53 with Crystal Reports 2011
Platform Version
Supported Version
Support Status
Microsoft Windows (32-bit) 7
Microsoft Windows x64 (64-bit) 2008 R2 Crystal Reports 2008 SP3 Supported
Compatibility with Verity 6.5.1
PeopleSoft PeopleTools 8.53 with Verity Development Kit 6.5.1
Support Status
Verity 6.5.1 Deployment
support
options for 6.5.1
Search Server
Supported
HP-UX Itanium 11.31 Verity 6.5.1
Supported
64-bit
Type-1 & Type-3
Yes
IBM AIX on POWER
Verity 6.5.1
Systems (64-bit) 6.1
Supported
32-bit
Type-2 & Type-3
Yes
IBM AIX on POWER
Verity 6.5.1
Systems (64-bit) 7.1
Supported
32-bit
Type-2 & Type-3
Yes
Linux x86-64 Oracle
Enterprise Linux 5
Verity 6.5.1
Supported
32-bit
Type-2 & Type-3
Yes
Linux x86-64 Red
Hat Enterprise Linux
6
Verity 6.5.1
Supported
32-bit
Type-2 & Type-3
Yes
Linux x86-64 Red
Hat Enterprise Linux
5
Verity 6.5.1
Supported
32-bit
Type-2 & Type-3
Yes
Linux x86-64 SLES11
Verity 6.5.1
Supported
32-bit
Type-2 & Type-3
Yes
Linux x86-64 Oracle
Linux 6
Verity 6.5.1
Supported
32-bit
Type-2 & Type-3
Yes
Linux x86-64 Oracle
Linux 5
Verity 6.5.1
Supported
32-bit
Type-2 & Type-3
Yes
Microsoft Windows
x64 (64-bit) 2008
Verity 6.5.1
Supported
32-bit
Type-1 & Type-3
Yes
Microsoft Windows
Verity 6.5.1
x64 (64-bit) 2008 R2
Supported
32-bit
Type-1 & Type-3
Yes
Oracle Solaris on
SPARC (64-bit) 11
Verity 6.5.1
Supported
32-bit
Type-2 & Type-3
Yes
Oracle Solaris on
SPARC (64-bit) 10
Verity 6.5.1
Supported
32-bit
Type-2 & Type-3
Yes
Oracle Solaris on
x86-64 (64-bit) 11
Verity 6.5.1
Not Supported
(Need to Setup
32-bit
Type-3
No
Platform Version
Supported
Version
Type-3 for the
Search)
Oracle Solaris on
x86-64 (64-bit) 10
Verity 6.5.1
Not Supported
(Need to Setup
Type-3 for the
Search)
32-bit
Type-3
No
Compatibility with Microfocus COBOL NetExpress 5.1
PeopleSoft PeopleTools 8.53 with Microfocus COBOL NetExpress 5.1
Platform Version
Supported Version
Support
Status
Micro Focus Net Express 5.1 32-bitWrap Pack 4
(minimum)
Supported
R2
Micro Focus Net Express 5.1 32-bitWrap Pack 4
(minimum)
Supported
Compatibility with Microfocus COBOL Server Express 5.1
PeopleSoft PeopleTools 8.53 with Microfocus COBOL Server Express 5.1
Platform Version
Supported Version
Support
Status
HP-UX Itanium 11.31
Micro Focus Server Express 5.1 64-bitWrap Pack 4
(minimum)
Supported
(minimum)
Supported
(minimum)
Supported
IBM: Linux on System z: Red Hat Enterprise Micro Focus Server Express 5.1 64-bitWrap Pack 4
Linux 5
(minimum)
Supported
IBM: Linux on System z: SLES 11
(minimum)
Supported
(minimum)
Supported
(minimum)
Supported
(minimum)
Supported
Linux x86-64 Oracle Enterprise Linux 6
(minimum)
Supported
(minimum)
Supported
(minimum)
Supported
Supported
(minimum)
(minimum)
Supported
(minimum)
Supported
Compatibility with IBM COBOL for AIX 4.1
PeopleSoft PeopleTools 8.53 with IBM COBOL for AIX 4.1
Platform Version
Supported Versions
Support Status
IBM AIX on POWER Systems (64-bit) 6.1 IBM COBOL for AIX 4.1.1.1 Supported
IBM AIX on POWER Systems (64-bit) 7.1 IBM COBOL for AIX 4.1.1.1 Supported
Compatibility with IBM COBOL for Windows 7.6
PeopleSoft PeopleTools 8.53 with IBM COBOL for Windows 7.6
Platform Version
Supported Version
IBM COBOL for Windows 7.6 Supported
Support Status
Microsoft Windows x64 (64-bit) 2008 R2 IBM COBOL for Windows 7.6 Supported
Compatibility with IBM COBOL for z/os
PeopleSoft PeopleTools 8.53 with IBM Enterprise COBOL for z/OS 4.2
Platform Version
Supported Version
Support Status
IBM z/OS on System z 1.13 IBM Enterprise COBOL for z/OS 4.2 Supported
Platform Version
Supported Version
Support Status
Platform Version
Supported Version
Support Status
Compatibility with Operating System
Operating System
Apple Mac OS X(Intel)32 bit
Apple Mac OS X(Intel)64 bit
Apple iOS
IBM: linux on system z
HP-UX itanium
IBM AIX on POWER System(64
bit)
IBM z/OS on System z
IBM Linux on System z
Versions
1 versions(10.5)
2 version(10.7, 10.6)
1 versions(5)
2 Version(Red Hat Linux 5,SLES
11)
1 version(11.31)
2 Version(7.1,6.1)
2 Version(1.13,1.12)
2 Version(IBM: Linux on System z
Supported Status
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Supported
SLES 11, Linux on System z Red Hat
Enterprise Linux 5)
5 Versions(Linux x86-64 SLES 11,
Linux x86-64
Supported
Linux x86-64 Red Hat Enterprise
Linux 6, Linux x86-64 Red Hat
Enterprise Linux 5, Linux x86-64
Oracle Linux 6, Linux x86-64 Oracle
Linux 5)
Microsoft Windows(32-bit)
Microsoft Windows(64-bit)
Oracle Solaris on SPARC(64-bit)
Oracle Solaris on x86-64(64-bit)
1 versions(Microsoft Windows (32bit) 7)
5 Versions(2008 R2, 2008,
2012(planned), 7, 8(planned))
2 versions(11,10)
2 versions(11,10)
Supported
Supported
Supported
Supported
Compatibility with Application ,Browsers & clients
Browser
Firefox
Google Chrome
IBM DB2 Client
IBM DB2 Connect
IBM Informix Client SDK
Internet Explorer
Microsoft SQL Server Client
Oracle Database Client
Safari
Versions
1 Releases(17)
2 Releases(Google Chrome 24,
Google Chrome 19)
2 Releases(9.7,9.5)
2 Releases(9.7,9.5)
2 releases(3.70.3.50)
2 Releases(10,9)
2 Release(2012, 2008)
3 Releases(11.2.0.3.0, 11.1.0.7.0,
10.2.0.5.0)
2 Releases(6, 5)
Support Status
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Supported
Sysbase Open client
Microsoft Word
Microsoft Excel
2 Release(15.7, 15.5)
2 Releases(2010,2007)
2 Releases(2010,2007)
Supported
Supported
Supported
Compatibility with Databases
Product
Version
Support Status
IBM DB2 for Linux Unix and
Windows
2 Releases(9.7, 9.5)
Supported
IBM DB2 for z/OS
2 Releases(10.1, 9.1)
Supported
IBM Informix
2 Releases(11.7,11.5)
Supported
Microsoft SQL Server
2 Release(2012, 2008)
Supported
Oracle Database
3Releases(11.2.0.3,11.1.0.7,10.2.5)
Supported
Oracle Real Application
Clusters
3Releases(11.2.0.3,11.1.0.7,10.2.5)
Supported
Oracle Secure Enterprise
1 Release(11.1.2.2.0)
Supported
Sysbase Adaptive Server
2 Release(15.7, 15.5)
Supported
Process Scheduler Server Hardware Requirements
• Sufficient disk space to accommodate the operating system:
• Intel (Windows)
• Intel (Linux)
• Z/series (Linux)
• HP (HP-UX PA-RISC)
• HP (HP-UXItanium)
• IBM (AIX)
• Sun (Solaris)
• z/OS
• Backup device
• Video controller and display.
• Appropriate network interface card and cabling to connect to network.
Process Scheduler Server Software Requirements
• RDBMS connectivity software
• Operating system
• Supported SQL query tool
• Any required network connectivity software
• PS/nVision for PeopleSoft People Tools 8.51 requires Microsoft Open XML SDK 2.0 to generate
reports on Process Scheduler
Application Server Hardware Requirements
• Recommend two processors minimum; at least four processors for production.
• Memory requirement is 512 MB (minimum) per server for roughly up to 25 users. After that add 1.5
MB per user for each user beyond 25 users. 1,000 users require roughly 2.0 GB of memory.
• Recommend fastest or near fastest processors available.
• Sufficient disk space to accommodate:
• Oracle Tuxedo (235 MB).
• Micro Focus Net Express COBOL Compiler (270 MB).
• Database connectivity package varies per platform; check with vendor.
• PeopleSoft application server files and code (2.5 GB).
• Network interface card.
Application Server Software Requirements
• Oracle Tuxedo
• Database connectivity package.
• PeopleSoft application server files and code.
• Any required application server patches.
• FTP capability. (The delivery mechanism for PeopleSoft “patches” and other PeopleSoft maintenance
files is through an FTP server.)

Questions Answer

Transcription

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