a b c d e f 1 rfp/2014/647 rfp/2014/647 msrp finance ... · 1 2 3 4 a b c d e f rfp/2014/647...

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RFP/2014/647 RFP/2014/647 MSRP Finance Upgrade

Question

Number

Lot - Section Work Pkg Question Related Questions Answer

3 General General 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 ?

Yes, scanned and attached, to be submitted along with technical

proposal.

4 General General 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 ?

It is enough to follow the format in terms of item content and

sequence without the table stucture for the response.

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Question

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5

6

7

8

5 General General 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."

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 Please let us know if there are any major

inflight project that may impact the

upgrade timelines

On depencies, see:

7 83

Please refer to paragragh "Dependency" of section Statement of

purpose of the TOR (Annex B Section 1, para 5)

8 General General Please provide high level phase-wise

time line for HCM 8.9 to 9.2 upgrade See also: 8 9 30 83

114 115

Tentative Go-live by Q1 2016

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9

10

11

12

13

9 General General Please let us know when is HCM9.2

upgrade is expected to go-live

See also: 8 9 30 83

114 115

Refer to Q&A: 8

10 General General 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?

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.

11 General General Please let us know if you are open for

any other solution option for Lot1?

See also: 11 131

Yes, provided that the vendor could demonstrate that the

alternative approach is better.

Also see QA131

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

Yes. Refer to Work Package 07e deliverables.

13 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

Prelimiray assessment has been conducted, it however needs

further detailed analysis during the Implementation and Build

phase (i.e. this RFP)

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14

15

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14 General General 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



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.

Refer to Annex B - Appendix I, para 1.

"A separate technical response must be submitted for each Lot."



6.3.5.2 - Please let us know what is the

expectation from subsection 2- Profile

See also: 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.



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

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.

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Question

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18

19

20



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.

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.

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21

22

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25

26

21 General 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.

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.

See Annex B - Appendix I -Technical_Response_Format, section

6.4.1

25 General General In case a bidder bids for one or two lots

singlely, then is it mandatory to have

prior relationship with successful primary

vendor

No.

26 General General For the consultants to be deputed onsite,

can you confirm what kind of visa / work

permit and support will be provided by

UNHCR

UNHCR will provide a Letter of Attestation for the issuance of the

visa. Further requirements need to be settled by the vendor.

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27

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27 General General Is it mandatory to have French speaking

consultants

Working language is English, knowledge of French an asset

28 General General 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.

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. See also: 8 9 30 83

114 115

Tentative Go-live by Q1 2016. It's undertaken by UNHCR staff with

the assistance of a consultancy firm.

Coordination work must be discussed/cleared via the UNHCR HCM

project team.

31 General General 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

Refer to Annex B - Appendix II - Application Overview - Lot1 - Bolt-

on…

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Question

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32

33

34

32 General 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.

33 General 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.

For more information, refer to Annex B - Appendix II, challenges

and pain points.

34 General General 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.

This is covered in Work-packages 02 and 07 e) of Lot1 and Lot2.

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Question

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35

36

37

35 General General 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

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).

36 General General 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 /

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.

37 General General Please share Fit-Gap/Keep-Drop analysis,

traceability matrix or any other relevant

documents that are available, that were

prepared as part of the recently

concluded concenptual design phase.

See also: 35 37 See response to question: 35

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38

39

40

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43

38 General General 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.

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.

Refer to attached document on Users and Volume of Common

Transaction.

40 General WP06 What is the current/expected Single Sign-

On setup?

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.

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 Is RAC implemented on Oracle DB? If yes,

would there be a DB/cluster upgrade as

part of this project?

No. RAC is not implemented.

43 General General 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

As part of its proposed overall project implementation plan, it is for

the Bidder to propose rollout tentative time-plan. Support from off-

shore needs to be discussed with/agreed by UNHCR with clear SLA.

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44

45

46

44 General 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 off-

shore needs to be discussed with/agreed by UNHCR with clear SLA.

45 General 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...)

The work packages cover all the activities under OUM Oracle

Phases and Implement Focus Areas. Please refer to Oracle project

methodology for more explanations.

46 General General 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.

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.

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Question

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47

48

49

50

47 General General Could you please provide editable

versions (excel sheet) of customizations

tables as mentioned in Annex B-

Appendix III-1-Customization review.pdf,

specially table-Annexure 1-

Customization overview-page no 57

& Object-wise Module-level

customization inventory for major

modules- page no 59

No.

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?

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

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?

Communication mechanisms will vary according to purpose and

audience.

See attached documents:

RFP QandA - Communication

RFP QandA - Change Management

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?

Both.

See attached document: RFP QandA - Change Management

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51

52

53

51 General WP03 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.


52 General WP04 Do you have particular additional

language requirements besides English?

See also: 52 104

137 158 242 488

507 5265 537 557

577

If refering to consultants, no, but fluency in another UN language

(eg French) is helpful;

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;

53 General WP04 Do they have an internal training team

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.

See also: 53, 59, 60 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 end-

user training delivery. UNHCR team members will also be used to

provide end-user training.

See attached document: RFP QandA - Training

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54

55

56

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58

59

60

54 General WP04 What are the different job roles that will

be affected by this initiative and that

require end user training?

To be determined.


RFP QandA - Change Management;

RFP QandA - Training

55 General WP04 What are the number of users per job

role and how is their geographical

spread?


RFP QandA - Training

RFP 647 - QandA - Users and Volume of Common Transactions

56 General WP04 Beside full training on newly

implemented modules, is it required

delta training on upgraded modules?

Yes.


57 General WP04 Do you have a Learning Management

System? Or how do you currently

host/distribute the training materials and

eLearning?


58 General WP04 What are the training team's skill set /

capabilities: Buy training from supplier

and/or develop your own training

material?

See ToR, section 3.3, Work Package 04.

Also see attached document: RFP QandA - Training

59 General WP04 Do you have your own trainers? See also: 53, 59, 60 See response to question 53.

60 General WP04 If you have your own training team, is it

planned to work in collaboration with

Oracle's team? If yes, how much of their

time will be provided?

See also: 53, 59, 60 See response to question 53.

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61

62

63

64

61 General WP04 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.


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.


63 General WP05 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.

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...

64 General WP06 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.

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65

66

67

68

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70

71

72

65 General WP06 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.

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.

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 Is the application accessible from outside

network? In that case what is the

existing/expected setup?

Yes, the application should be available over the internet.

71 Lot1-App.Upgrd WP06 Is there any specific requirement of latest

patch level that need to be applied on

9.2?

This is dependent on the latest available PUM image during the

test moves and code catch-up schedule.

72 General WP06 Is the database Unicode/Non-Unicode? Unicode

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73

74

75

76

77

78

79

80

73 Lot1-App.Upgrd WP09 Is there any limitation on application

down time during go-live?

Minumum disruption. Only in the events of force-majeur

74 Lot1-App.Upgrd WP06 Is there any limitation in the number of

upgrade passes (w.r.t space

considerations)?

In principle, no limitation but dependent on the availability of

resource. Bidder to propose optimum plan with minumum

disruption.

75 Lot1-Billing WP02 Are invoices other than CD are interfaced

or entered in AR?

Yes. Refer to Annex B - Appendix II - Billing which discusses invoices

for various income related activities.

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 A high-level Fit–Gap document is

available as part of the assessment

report for this module. Where can we

find those documents?

See response to question: 35

78 Lot1-Expenses WP03 Could you please provide example of HR

Travel?

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

79 Lot1-Billing WP03 Could you please explain the acronyms

MIP, LOP?

MIP - Medical Insurance Plan

LOP - ?

80 Lot1-Accounts PayableWP02 Could you please explain the acronyms

AFS, DESS and DFAM?

AFS - Accounts and Financial Service

DESS - Division for Emergencies, Supply and Security

DFAM - Division of Financial and Administrative Management;

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81

82

83

84

85

81 Lot1-Accounts PayableWP06 How do you calculate the payroll for the

employees depuded to a local field

office?

Payroll is calculated in the HR system, which is outside of scope of

PeopleSoft FSCM.

The actual formula is irrelevant for this engagement.

82 Lot1-Cash ManagementWP02 In the cash flow overview section, what is

the Implementation Partner reporting?

For information on Implementing Partners, please refer to:

Annex_B_-_Appendix_II_-_Application_Overview_-_Lot1_-_Bolt-

on_-_Partnership_Management.pdf

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

See also: 8 9 30 83

114 115;

On depencies, see:

7 83

HCM Timeline: See response to Q8

Depencies: See response to Q7

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.

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.

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86

87

88

86 Lot 1 In General 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.






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.

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

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.

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.


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89

90

91

92

93

89 Lot 1 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.

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.

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94

95

96

97

98

99

100

94 Lot1-App.Upgrd 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.

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-à-

vis 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 What’s the actual size of current

PeopleSoft Production Database?

For current architecture, see Annex B - Appendix III, Technical

Architecture.

98 Lot1-App.Upgrd General Do we have any change control

mechanism in place?

For changes to the project, see work package 1.

99 Lot1-App.Upgrd General Do you have any restriction of sharing

copy of production data with offshore?

No copy of production data will be shared.

100 Lot1-App.Upgrd General 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.

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101

102

103

104

105

106

101 Lot1-App.Upgrd General 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)?

See also: 100 101

Most of the additional functionalities are mentioned in the

appendix II documents.

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 Is current Environment Multi lingual? If

yes, let us know languages implemented.

See also: 52 104

137 158 242 488

507 5265 537 557

577

No.

105 Lot1-App.Upgrd General 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?

In principle, yes, the key challenges should be addressed.

106 Lot1-App.Upgrd General 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

For vendor to propose its approach/best practice and agree with

UNHCR

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107

108

109

110

111

112

113

114

115

116

107 Lot1-App.Upgrd General 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

For vendor to propose its approach/best practice and agree with

UNHCR

108 Lot1-App.Upgrd General Are you looking for Performance testing

phase in upgrade project?

Yes, please refer to WP08

109 Lot1-App.Upgrd General Do we have any tools like Load Runner

for performing the Performance Testing?

UNHCR does not have any tools for performance testing.

110 Lot1-App.Upgrd General Is there any documentation on test case

plans available?

No. If any, it would be minimal.

111 Lot1-App.Upgrd General Can you provide offshore access to

specific instances (DEV, TEST, TRN etc.)

on your servers?

Access to UNHCR servers will only be granted to official project

staff accepted by UNHCR.

112 Lot1-App.Upgrd General Can you provide copies of your non-

production instances to our offshore

facilities after sanitizing the instances of

any real data (i.e. after masking the real

data)?

No copy of non-production instances will be shared.

113 Lot1-App.Upgrd General How many months of support do you

require after the upgrade go-live?

See also: 113, 543,

563, 583

Refer to Terms of reference 4. Timeline and Constraints

114 Lot1-App.Upgrd General Are there any dependencies between the

upgrade project and any other initiatives

within the organization? See also: 8 9 30 83

114 115

Refer to Terms of Reference - Statement of purpose - Dependency

115 Lot1-App.Upgrd General When is the Go Live planned for HR

Upgrade which is currently in flight?

See also: 8 9 30 83

114 115


116 Lot1-App.Upgrd General When are you planning to start the

project?

Refer to Terms of reference 4. Timeline and Constraints

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117

118

119

120

121

122

117 Lot1-App.Upgrd 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

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.

To be determined.


120 Lot1-App.Upgrd General Can we assume Application Knowledge

Transfer would be only on new

functionalities and can we covered

during SIT and UAT Phase

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.

121 Lot1-App.Upgrd General How many resources would be part of KT

sessions from current IT Team

Approximately, 4 resources.

122 Lot1-App.Upgrd General Do you have any additional requirement

of documentation which need to be

handed over as part of KT sessions?

See Work Package 5.

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123

124

125

123 Lot1-App.Upgrd General What is expected from Oracle for non-

Oracle 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 post-

implementation support.

Particularly for bolt-ons (and other customizations), UNHCR

expects high quality build, development and documentation.

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-

Appendix I-Terms of Reference(TOR),

Section 2.3-Key Priorties, Page no 6)

This is Key Priority (KP1) which is adressed by uNHCR relevant

business owners, internally.

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 B-

Appendix I-Terms of Reference(TOR),

Section 2.3-Key Priorties, Page no 6)

The management of travel is currently a manual process , outside

of MSRP across UNHCR HQs and and UNHCR field operations.

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126

127

126 Lot1-App.Upgrd General 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

of Reference(TOR), Section 3.2.2-Build

and Implementation Phase-

Customizations overview)

Requirements gathering is also in scope.

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 B-

Appendix I-Terms of Reference(TOR)

The decision was made. Full details are in Annex B, Appendix II.

Please refer to the document for Contributions Management in

particular.

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128

129

130

128 Lot1-App.Upgrd General 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)See also: 12 87 128

See response to question: 12 and 87

129 Lot1-App.Upgrd General For potential implementation of

additional PeopleSoft Modules of Real-

estate Management and Project Costing,

is any preparation done at UNHCR

level. If yes please provide details along

with expectations from vendor? (Annexure B-Appendix I-Terms of



Applications overview)

See also: 129 141

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.

130 Lot1-App.Upgrd General We are assuming that all interfaces

mentioned in Annex B-Appendix III-1-

customized interfaces.pdf are related to

PeopleSoft FSCM only. Please confirm.

Also if possible, could you please provide

a diagrammatic representation

/architecture of all interfaces?

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.

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131

132

131 Lot1-App.Upgrd WP02 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

See also: 11 131

UNHCR prefers upgrading FSCM to 9.2 and consolidating TMS

directly into 9.2.

See:

ToR - Appendix_IIII_-_5_-

_Methodology_and_Options_for_Upgrade

Also see QA11

132 Lot1-App.Upgrd WP02 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?

See also: 132 305

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.

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133

134

133 Lot1-App.Upgrd WP02 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

B-Appendix I-Terms of




See Work Packages, particularly work packages 2.

134 Lot1-App.Upgrd WP02 We understand that As-is assessment, fit-

gap 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




Yes. (For potential new applications, build and Implementation,

testing and deployment activities will depend on clearance/final

business decisions.)

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135

136

137

138

135 Lot1-App.Upgrd WP03 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-


Section 3.3)

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.

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.


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-

Terms of Reference(TOR) Section 3.3)

See also: 52 104

137 158 242 488

507 5265 537 557

577

All materials/documentation in English (UNHCR will take care of

the translation/production of material in different languagues (to

check with GLC).

For additional information on training, see attached document: RFP

QandA - Training

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)

To be determined.


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139

140

141

139 Lot1-App.Upgrd WP06 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-


Section 3.3)

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.

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-


Section 3.3)

Yes, through portal

141 Lot1-App.Upgrd WP08 For potential implementation of

additional PeopleSoft Modules of Real-

estate Management and Project Costing,

is any preparation done at UNHCR

level. If yes please provide details along

with expectations from vendor?

(Annexure B-Appendix I-Terms of

Referen

See also: 129 141

See answer to question: 129

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142

143

144

142 Lot1-App.Upgrd WP08 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. (Annexure B-Appendix I-Terms of

Reference(TOR) Section 3.3)

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.






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. (Annexure B-Appendix I-Terms of

Reference(TOR) Section 3.3)

Ambiguous question.

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)

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

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145

146

147

148

145 Lot1-Billing General 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.

146 Lot1-Billing WP02 Please let us know how many Billing

systems do you have? Do you want to

convert data or integrate them to new

system?

Currently, UNHCR does not have a Billing system per-se. Billing

occurs outside of PeopleSoft with manual documents. No data

conversion is anticipated.

147 Lot1-Billing WP02 Please confirm if UNHCR creates AP

vouchers from Billing (e.g. RMA)?

Currently, UNHCR does not have a Billing system. In the PS9.2

implementation, UNHCR might use this functionality. (To be

decided.)

148 Lot1-Billing WP02 Please confirm if UNHCR generates

interunit Invoices

Currently, UNHCR does not have a Billing system. In the PS9.2

implementation, UNHCR might use this functionality. (To be

decided.)

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149

150

151

152

153

154

149 Lot1-Billing WP02 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.

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 Please confirm the Assumption: There

would be multiple Invoice Templates for

various Invoicing Activities. See also: 149, 152,

440

Correct. See answer to questions 149 and 440 for more detail.

153 Lot1-Billing WP02 Please let us know the Invoices raised are

subjected to VAT/Service Tax, or, as a UN

Agency, UNHCR follows its own Taxing

Method or None.

UNHCR is not subject to VAT.

154 Lot1-Billing WP02 Please let us know if there will be a

specific Numbering Sequence for

different types of Invoices.

To be determined during this engagement.

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155

156

157

158

159

160

161

155 Lot1-Billing 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.

156 Lot1-Expenses General Will this be a Vanilla Implementation? Very likely, some customizations will be required. However, the

objective of the project is to maximize the use of standard

functionalities...

Refer to:

ToR, 2.2, Guiding Principles.

Annex_B_-_Appendix_II_-_Application_Overview_-_Lot1_-_FS_-

_Expense.pdf

157 Lot1-Expenses General Among the listed functionnalities, what

are those which aleady exist in the

current version ?

PeopleSoft Expense module is not currently in use.

Annex_B_-_Appendix_II_-_Application_Overview_-_Lot1_-_FS_-

_Expense.pdf

158 Lot1-Expenses General Notifications will be in english only or will

depend on the preferred languages ?

See also: 52 104

137 158 242 488

507 5265 537 557

577

Notifications will be in English only

159 Lot1-Expenses General Are there reports to automatically

generate and attach to notifications ?

To be determined.

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).

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162

163

164

165

166

167

168

169

162 Lot1-Expenses WP02 Please let us know how may expenses

type required to be configured


activity).

163 Lot1-Expenses WP02 Does any expenses type require

questionaries’ to be answered by user?

OR do you need them to be configured

that way.


activity).

164 Lot1-Expenses WP02 Please let us know if barcode is to be

printed on expense sheet


activity).

165 Lot1-Expenses WP02 Please confirm if you need details

tracking for following expenses type?

Meals & Lodging

Hotel

Transportation

Personal Vehicle Mileage

Anything else


activity).

166 Lot1-Expenses WP02 Please confirm if UNHCR requires

visibility into Ongoing Activities,

Requirement such as

Budget vs. Actual

Projected Expense

Expenses In Progress


activity).

167 Lot1-Expenses WP02 Please confirm if use of pre-trip travel

authorization Required (Yes/No)

In the organization, a travel authorization is required before any

trip. To be elaborated during engagement (requirement gathering

activity).

168 Lot1-Expenses WP02 Please confirm if use of Credit Card

Charges Import Required (Yes/No)


activity).

169 Lot1-Expenses WP02 Please confirm if use of Imaging Solution

Required (Yes/No)


activity).

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170

170 Lot1-GRC General 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.

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

Number


171

172

173

171 Lot1-GRC General 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.

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 ).

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174

175

176

177

178

174 Lot1-GRC 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.

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 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

Key GRC challenges for Supply chain area are listed in Annex B_

Appendix II_ GRC .

177 Lot1-GRC WP02 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?

Yes, additional controls (Access / Transaction (GRC))shall be on top

of improved control in 9.2. FSCM applications, in upgraded system.

178 Lot1-GRC 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?

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.

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179

180

181

182

183

184

179 Lot1-GRC 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.

180 Lot1-GRC Who will own the GRC Project

BRM/IT/Functional champions?

Currently, the Office of the Controller.

181 Lot1-GRC Is Advisory services on Hardware sizing in

scope for this RFP?

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.

182 Lot1-GRC Is Installation of required GRC Modules in

scope for this RFP?

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.

183 Lot1-GRC Is Integration of GRC Modules to

PeopleSoft in scope for this RFP?

Definitely yes.

184 Lot1-GRC Is Oracle AACG going to be used to clean

up Segregation of duties conflicts Inter

and Intra role conflicts before Go live?

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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185

186

187

188

189

190

191

185 Lot1-GRC 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.

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 .

See also answer to questions: 178, 179

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192

193

194

195

196

197

198

192 Lot1-GRC 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.

193 Lot1-GRC Whether there is Risk and Control Matrix

document available or the same need to

be prepated from the scratch ?

No, here is no Risk and Control Matrix document available. This

needs to be prepared.

194 Lot1-GRC Whether any instances of fraud or

unauthorized access to systems /

transactions have been encountered in

the existing legacy systems ?

See also: 194 195 Relevant details to be discussed during the engagement.

195 Lot1-GRC Are there any findings by the statutory /

internal audit teams with respect to

unauthorized access / SOD conflicts ? If

yes please share the audit report ?

See also: 194 195 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.

GRC is currently planned to be managed centrally. The number of

users will be proposed by System Integrator.

197 Lot1-Proj.Costing General Will this be a Vanilla Implementation? This will be assessed in this RFP WP02.

In principle, as much as possible, as long as main functionality

requirements are supported, yes.

198 Lot1-Proj.Costing General Is Project budgeting in Project Costing be

implemented?


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199

200

201

202

203

204

199 Lot1-Proj.Costing WP02 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).

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.

200 Lot1-Proj.Costing WP02 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 Lot1-Proj.Costing WP02 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.


202 Lot1-Proj.Costing WP02 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 General How this module will interact with other

modules (GL, AM, etc.) ?

Detailed to be determined/elaborated as part of this engagement.


that the module is capable of handling the UNHCR required


undertaken.

204 Lot1-Real State General What are the expected functionalities ? See answer to question: 203

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205

206

207

208

209

210

211

212

205 Lot1-Real State WP02 Please let us know what is the current

process of Capturing Capital Lease Assets

in the UNHCR System (Initial recordation,

Lease payments, Depreciation).


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 Please confirm if UNHCR needs the

functionality of creating Lease Rent

Escalations.


209 Lot1-Real State WP07 Are there data conversions to do from

other applications ?

To be determined, although none known at this point.

210 Lot1-Real State WP07 Are there interfaces with other

applications to realize ?

Yes, at the very least, other PeopleSoft applications, such as AP,

AM, Billing, Project Costing.

211 Lot1-SRM General 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?

Yes for Expenses, eSupplier and Strategic Sourcing.

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)

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213

214

215

216

213 Lot1-SRM General 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.

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.

(Note: The statement "… for Strategic Sourcing module like

Expense module..." is not very clear)

215 Lot2-Hyperion General 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?

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.)

216 Lot2-Hyperion General 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?

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.

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217

218

219

220

217 Lot2-Hyperion 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.

218 Lot2-Hyperion 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.

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)

219 Lot2-Hyperion General Terms Of reference.pdf-Page11-says

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)?

See also: 219, 549 As clearly described in the 3.3 Statement of Work of the TOR (para

3.)

"… should the proposed delivery model include work conducted

offshore, the System Integrator must include the approach in the

proposal..."

220 Lot2-Hyperion General 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.

For in-scope activities, see work packages.

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221

222

223

224

225

221 Lot2-Hyperion 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.

222 Lot2-Hyperion 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.

For additional information on training, see attached document: RFP

QandA - Training

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.

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226

227

228

229

230

226 Lot2-Hyperion 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).

227 Lot2-Hyperion 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.

For unit testing and SIT, testing is the responsibility of the system

integrator with quality and testing procedure compliance checks by

UNHCR.

228 Lot2-Hyperion General Terms Of reference.pdf-Page22-What is

configuration Testing?

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.

229 Lot2-Hyperion General Terms Of reference.pdf-Page22-IS

volume/stress testing required?

Yes

230 Lot2-Hyperion General 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?

Yes extended support should be estimated as part of the overall

project implementation plan

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231

232

233

231 Lot2-Hyperion 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.

232 Lot2-Hyperion 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.

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


Lot1 - Bolt-on - Partnership Management, "Challenges section").

233 Lot2-Hyperion General 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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234

235

236

234 Lot2-Hyperion General 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.

The availability in non-production enviromnment will be discussed

during the engagement, but would normally follow best practice.

235 Lot2-Hyperion General Lot2 - Hyperion - Detailed Budgeting-

Page 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.

("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

)


Page 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.

Refer to Q&A: 8

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237

238


Page 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.


Page 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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239

240

241


Page 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 ?



How 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.

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.


What are the requirements for Historical

reporting ?

Hystorical data shall be accessible readily from Hyperion reporting

mechanisms.

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242

243

244

245

246

247

248

249

250

242 Lot2-Hyperion General

Lot2 - Hyperion - Detailed BudgetingIs

there any requirement of Multi language

interface/ reports?

See also: 52 104

137 158 242 488

507 5265 537 557

577

Working language is English. However, for a few reports,

translations may be required for additional languages, likely to be

French and/or Spanish.


Page 10-No of Hierarchies required ?

See "Hyperion Planning High level design" section of Annex B -

Appendix II - Application Overview - Lot2 - Hyperion - Detailed

Budgeting.

244 Lot2-Hyperion General Lot2 - Hyperion - Detailed Budgeting-No.

of Accouunts / Roll up structures? To be determined/elaborated. Detailed requirements gathering



Page 8-Other than 5 Key challenges for

Budgeting mentioned on Page 8, are

there any pain points ?If so, can you

elaborate?

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.

246 Lot2-Hyperion General How do you maintain the security and

workflow management ?

To be determined/elaborated during the engagement.

247 Lot2-Hyperion General What is the user base? Is that centralized

?


248 Lot2-Hyperion General No. of groups required for the system? See response to question: 299

249 Lot2-Hyperion General 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?

To be determined. For reference, oldest models are from 2006.

250 Lot2-Hyperion General 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 ?

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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251

252

253

254

255

256

257

258

251 Lot2-Hyperion General What will be the source system for

Actuals data?

PeopleSoft

252 Lot2-Hyperion General What are the audit trail requirements? 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)

253 Lot2-Hyperion General Is Hyperion Public Sector Planning in

scope ?

No.

254 Lot2-Hyperion General Do we have to implement Hyperion

Planning with CAPEX & Workforce

modules?

No.

255 Lot2-Hyperion General Would there be a need for Manual

Adjustments to be done ?

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)

256 Lot2-Hyperion General Reimplementation of Hyperion & data

migration is the scope for Hyperion. Pls

can you elaborate on Data migration

requirement?

Yes, data migration is in scope. Detailed requirements will be

determined as part of the engagement.

257 Lot2-Hyperion General 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

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.

258 Lot2-Hyperion General 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.

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259

260

261

262

263

264

259 Lot2-Hyperion General 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 ?

Please see, Annex B - Appendix II - Application Overview - Lot2 -

Hyperion - Position Budgeting "Calculation of estimated staff cost"

section.

260 Lot2-Hyperion General 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 ?

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).

261 Lot2-Hyperion General Given that FOCUS maintains only one account

code (699999) per position.

How can the position budget be summarized

at cost center and account level ?

The breakdown by detailed account codes is maintained in EPM.

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.

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265

266

267

268

269

265 Lot2-Hyperion General 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.

266 Lot2-Hyperion 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?

Secondly, any specific reason for storing

position information in two different cubes in

the POSBUD application

Recommendations shall be reviewed during the design

revalidation.

Refer to Work Package 2 of the Terms of Reference.

267 Lot2-Hyperion General 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.

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 ?

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.

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.

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Question

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270

271

272

273

274

275

270 Lot2-Hyperion General 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 ?

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.

271 Lot2-Hyperion General 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 ?

No, PPG and Pillar are 2 different dimensions with no parent-child

relation.

See also answer to question 272.

272 Lot2-Hyperion General How do the 4 budget pillars assimilate with

the RBM Hierarchy?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.

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 roll-

up the RBM hierarchy.

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.

274 Lot2-Hyperion General Where is the implementer code used in the

budget preparation/RBM hierarchy ?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.

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 ?

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.

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276

277

278

279

280

281

282

276 Lot2-Hyperion 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).

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 -

There is no incremental update if OPS or

ABOD budgets fails target validation and the

entire budget load fails

Correct.

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

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Question

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283

284

285

286

287

288

289

283 Lot2-Hyperion 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.

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.

284 Lot2-Hyperion General What are commited amounts? Where are

they entered ? and at what level is the

comparison carried out ?

Commited amounts refer to encumbrances and pre encumbrances

in this context.

285 Lot2-Hyperion General How and Why are multiple versions of

approved budgets possible and and what

purpose do they serve ?

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.

286 Lot2-Hyperion General How and Why are multiple versions of target

validated budgets possible and and what

purpose do they serve ?

See answer to question 285

287 Lot2-Hyperion General If multiple version of target-validated budget

exist, which version is exported and imported

into Psoft Financials FOBS Ledger ?

The current/most recent version is exported and imported in FSCM

FOBS ledger.

288 Lot2-Hyperion General What are the existing reports from Global

Focus Insight? Once hyperion planning is

implemented, what are report expectations

from it ?


289 Lot2-Hyperion General what does the statement "The budget targets

are defined at the beginning of the

implementation and reflect the approved

initial OL." inidicate ?


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290

291

292

293

290 Lot2-Hyperion General 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?


291 Lot2-Hyperion General How and where is the Site Code dimension

used ?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.

292 Lot2-Hyperion 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?

Secondly, any specific reason for storing

position information in two different cubes in

the POSBUD application ? Can it be

remodeled ?


293 Lot2-Hyperion General 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?

To be validated during the engagement.

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Question

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294

295

296

294 Lot2-Hyperion General The technical architecture details

application stack consists of four layers -

Production, Training, Non-Production

and DR. Additionally under non-

production stack, six environments have

been detailed. Please let know if

installation and support for all these 9-10

environments need to be planned.

Yes.

Please also see response to question: 103

295 Lot2-Hyperion General 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.



See Work Package 6.

296 Lot2-Hyperion General 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.

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Question

Number


297

298

299

300

301

297 Lot2-Hyperion General 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

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 ?

See also: 300 462

Hyperion must go-live at the same time as PeopleSoft 9.2 (core

FSCM applications).

See:

ToR - 3.2.6 - Methodology and Options for Upgrade

ToR - Appendix_IIII_-_5_-

_Methodology_and_Options_for_Upgrade

301 Lot2-Hyperion General Do you have uptime requirements that

require failover, redundancy, and

disaster recovery?

Yes, up all the time.

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302

303

304

302 Lot2-Hyperion 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.

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.

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Question

Number


305

306

307

305 Lot2-Hyperion WP02 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?

See also: 132 305

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.

306 Lot2-Hyperion WP02 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 refer to Annex B - Appendix II.

307 Lot2-Hyperion WP02 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

Please refer to Annex B - Appendix II.

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Question

Number


308

309

310

311

308 Lot2-Hyperion WP02 Please share details of proposed

Hyperion Planning and HFR user base

and their locations

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)

309 Lot2-Hyperion WP02 In Annex – B – Appendix II – Application

Overview – Lot 2 – Reporting will be met

through

Hyperion Cubes – Are the cubes referred

here are a) Est_Pos b) Est_Pln and c)

Pos_Pln

more details be provided on this

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.

310 Lot2-Hyperion WP02 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

311 Lot2-Hyperion WP02 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?

To be validated during the engagement.

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Question

Number


312

313

314

315

316

317

318

312 Lot2-Hyperion 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.

313 Lot2-Hyperion WP02 How many years of historical data

(Actual) needs to be loaded and

managed in the system


314 Lot2-Hyperion WP02 What is the budgeting approach – top

down or bottom-up?

The budget captured by the Operations is realized at Output level,

bottom -up approach.

315 Lot2-Hyperion WP02 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.


316 Lot2-Hyperion WP06 Please share details of proposed

hardware for implementation of

Hyperion Planning and Hyperion

Financial Reporting

The system integrator is expected to come up with a

recommendation.

317 Lot2-Hyperion WP06 Please share details on version of FDMEE

,Hyperion Planning and Hyperion

Financial Reporting that needs to be

implemented in this project

Refer to attached document on target application version.

318 Lot2-Hyperion WP07 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).

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Question

Number


319

320

321

322

323

324

325

319 Lot2-Hyperion WP07 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


320 Lot2-Hyperion WP07 As mentioned in "Annex B - Appendix IIII -

4 - Technical Architecture" - Section

1..3.4 and section 1.4.1, please share

"Annexure - A"

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 What is the number of concurrent users

accessing the Planning and Budgeting

system


323 Lot2-Hyperion Planning What is the frequency of budgeting

(Monthly, quarterly, half yearly etc..)?


324 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?

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 Which master data tool does UNHCR use

currently to manage dimensions and

hirarchies. Is Hyperion DRM in scope for

this implementation?

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)

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Question

Number


326

327

328

329

330

331

332

326 Lot2-Hyperion 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.

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 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

Refer to attached document on target application version.

330 Lot2-Hyperion Planning What is the ETL tool that UNHCR is

planning to use?


331 Lot2-Hyperion Planning 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?


during the engagement. For best estimates, please refer to the

attached Annex B - Appendix II for business requirements.

332 Lot2-Hyperion Planning Is there any Driver based Planning in

scope?

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Question

Number


333

334

335

336

337

333 Lot2-Hyperion 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.

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 How many reports are to be developed in

Hyperion Financial Reports/ Web

Analysis?


336 Lot2-Hyperion Planning Is DR for Hyperion Planning in scope? 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

337 Lot2-Hyperion Planning Is Hardware installation and setup for

Hyperion also in scope for the vendor

Please refer to Work Package 6.



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Question

Number


338

339

340

341

342

343

344

338 Lot2-Hyperion Planning Please confirm whether the servers for

all the required environments for

Hyperion Planning would be physical or

virtual?

The system integrator is expected to come up with a

recommendation. Preference is for a full virtual solution.

339 Lot3-Demantra General We understand that implementation of

demantra and SNO will be done from the

ground up (no prior existence). Please

confirm.

Yes, implementation will be done from the ground up.

340 Lot3-Demantra General Has UNHCR decided the 'Versions' of the

Planning applications? If yes please let us

know details

Best available information is in the attached document on target

application version

341 Lot3-Demantra General Please list down the actual names of the

Modules to be implemented under

Planning section (Demantra, SNO)

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.

342 Lot3-Demantra General Scope: Please provide us the scope in

terms of a) Geographies/Countries and b)

Languages

See also: 52 104

137 158 242 488

507 5265 537 557

577

Supply:

a) worldwide (90-120 countries)

b) English

343 Lot3-Demantra General Has UNHCR been using any other

applications for Planning in the 'As-is'

World? Please provide details

For supply planning, planning has been done mainy in Excel.

344 Lot3-Demantra General In both options of the program as

mentioned in Appendix 3,

implementation of Planning applications

is indicated after the core PS and

Treasury work is completed. Please

confirm if this understanding of ours is

correct.

Refer to timeline and constraints, as well as Annex B-AppendixIII-

Methodology and Options. In both options, the schedule of

activities should be adapted to the timeline and constraints of the

project.

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Question

Number


345

346

347

348

349

350

351

345 Lot3-Demantra 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

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?


that the modules are capable of handling the UNHCR required


undertaken.

348 Lot3-Demantra WP02 Please let us know what is Demantra

Version and What are Demantra

Modules in Scope for this

implementation?

Refer to attached QandA - Technical - Target Application Versions.

349 Lot3-Demantra WP02 Please share the number of items,

customer and approximate sales history

count (Volume)?

There is no 'traditional' sales activity.

350 Lot3-Demantra WP02 Please elaborate about UNHCR RBM

(Result Based Management)Framework

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).

351 Lot3-Demantra WP02 Please let us know if UNHCE gets any

Forecast from outside entities like

Customers and Suppliers?

UNHCR receives demand planning from internal customers

(country operations) and captures production capacity and availble

stocks (external suppliers)

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Question

Number


352

353

354

355

356

357

352 Lot3-Demantra WP02 Please let us know what is your planning

horizon (how far in the future do you

look?)

One year in advance

353 Lot3-Demantra WP02 Please let us know do you have Configure

to Order (CTO) scenario?

No, UNHCR does not have any CTO.

354 Lot3-Demantra WP02 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?

Inventory managmeent, Procurement and Country Operations are

using the output of the forecast/demand plan.

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 What is that you want to forecast?

- Number of beneficiaries in each cach

camp or quantity at item x location

(camp?) x time bucket?

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 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?

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 fit-

gap session undertaken.

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Question

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358

359

360

361

362

363

364

365

366

358 Lot3-Demantra WP02 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 ?

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.

359 Lot3-Demantra WP02 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?

UNCHR wants to generate, view and measure forecast at camp

(local locations), country, stockpile and warehouse level.

360 Lot3-Demantra WP02 What is the approximate number of

users expected to use demantra?

See also: 360 369

370 389

Supply would expect in the range of 150 users.

361 Lot3-Demantra WP02 Do you expect any third part (example:

NGOs) to view demantra data or input

any type of data?

No, only UNHCR.

362 Lot3-Demantra WP02 Do you have a requirement to handle

multiple currencies in demantra?

Yes.

363 Lot3-Demantra WP02 What is the primary unit of

measurement?

Whatever is assigned to the given item in the PS item master.

364 Lot3-Demantra WP02 Do you have a requirement for unit

conversions?

No.

365 Lot3-Demantra WP02 What are the KPIs for demand planning? Currently, no KPIs are developed for demand planning apart from

timely submission of complete plans. Tbd as a part of the design

and implementation.

366 Lot3-Demantra WP02 Provide some simulation scenario

examples for demand planning.

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)

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Question

Number


367

368

369

370

371

372

373

374

367 Lot3-Demantra 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.

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

will be accessing Demantra? Please

provide a approximate break-up by User

Group.(Ex. Demand Planner, Demand

Manager, Customer Planner etc).

See also: 360 369

370 389

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?

See also: 360 369

370 389

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 Please let us know what is the time

bucket for the forecasting process (ex:

monthly, weekly, etc)?

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.

373 Lot3-Demantra WP06 Please let us know if you measure

forecast accuracy today? If yes what is

the accuracy level of your forecast

today?

We do not currently measure forecast accuracy. Would be a part of

the implementation.

374 Lot3-Demantra WP06 Please let us know what is your current

Product Structure?


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Question

Number


375

376

377

378

379

380

381

382

375 Lot3-Demantra WP06 Please let us know what is your current

Location (Customer) Structure?


376 Lot3-Demantra WP06 Please let us know how often you want

the forecast to be published?

Minimum on Monthly basis

377 Lot3-Demantra WP06 Please let us know how are the New

Products introduced right now?

New items will be registered in the PS item master.

378 Lot3-Demantra WP06 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?

No

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 Please let us know if you handle

seasonality, Trend etc today? Do you use

any Causal Factors?

Yes, UNHCR handles seasonality today, but the planning and

management is very basic.

381 Lot3-Demantra WP06 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?

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.

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.

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Question

Number


383

384

385

386

387

388

389

390

391

383 Lot3-Demantra WP06 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.

At item level.

See also answer to question: 382.

384 Lot3-Demantra WP06 Please let us know how often is the S&OP

(Sales and Operation Planning) meeting

occurs?

Quarterly reviews, but no formal S&OP as in the commercial

business.

385 Lot3-Demantra WP06 Please let us know how is the final Plan

getting approved? Is this through the

tool and fed back to the other systems?

The plan will be approved in the tool, on direct (integration) feed

back to other systems as PS Purchasing.

386 Lot3-Demantra WP06 Scope: Please provide us the scope in

terms of a) No of Products/SKUs,

Locations/DCs, Replenishment Centres

and b) no of planners/users

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.

387 Lot3-Demantra WP06 Do we need to build integration from

Demantra (final consensus forecast) to

any other applications?

Supply: Most probably not, but to be determined at requirement

gathering stage.

388 Lot3-Demantra WP06 Integration between Demantra and SNO

would be standard (out-of-box) or any

would any custom integration be

required?

Standard integration expected.

389 Lot3-Demantra WP06 How many estimated users will be

handling Demantra/SNO?

See also: 360 369

370 389

UNHCR (Supply) would expect in the range of 150 users.

390 Lot3-Demantra WP07 Please let us know what level of

forecasting information is required from

Demantra to the source system for

inventory replenishment/Detailed

planning (outbound)?

UNHCR will most probably not require outbound integration from

Demantra.

391 Lot3-Demantra WP07 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.

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Question

Number


392

393

394

395

392 Lot3-Demantra WP07 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)?

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.

393 Lot3-Demantra WP08 How many test cycles are in scope for

Demantra/SNO implementation?

System integrator should propose according to best practices.

394 Lot3-Demantra WP10 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.

For question d, UNHCR expects the delivery of work packages.

395 Lot3-Demantra Please explain what is the current

planning tool that is used at UNHCR

Currently Excel sheet is used for planning.

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Question

Number


396

397

398

396 Lot3-Demantra 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

Vendor is not expected to propose optimum tool. Demantra and

SNO are expected to facilitate planning.

397 Lot3-Demantra Please explain, what is the UNHCR

Results Based Management framework

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).

398 Lot3-Demantra 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.

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Question

Number


399

400

401




it is mentioned that "Manage, analyze

and compare country-/region-/season-

specific 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.




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.




"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.

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Question

Number


402

403

404

405




"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.




"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 .

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Question

Number


406

407

408

409

410

411

412

406 Lot3-Demantra 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.

408 Lot3-SNO WP02 Request you to please list out the

different constraints involved (ex: Supply

constraints, Mfg constraints, etc.)?

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).

409 Lot3-SNO WP02 Request you to please list out what are

the different costs involved (ex: Fixed

cost, Transportation, etc.)?

Item Price, Transportation costs, Inspection costs, Customs costs,

installation costs (for ceratin items), are the most typical costs.

410 Lot3-SNO WP02 What is the number of camps and

warehouses considered for planning?

UNCHR has approximately 200 warehouses.

411 Lot3-SNO WP02 What are the KPIs for supply planning? No KPIs are developed for demand planning apart from timely

submission of complete plans. Tbd as a part of the design and

implementation.

412 Lot3-SNO WP02 Provide some simulation scenario

examples for supply planning.

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.

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Question

Number


413

414

415

416

417

418

419

413 Lot3-SNO WP02 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.

We have, but currently not entered into PS per inventory location.

414 Lot3-SNO WP02 Do you have transportation cost and

capacity data available in your current

system?

For international procurements UNCHR has the transportation

cost. Capacity data is not available.

415 Lot3-SNO WP02 Do you have storage cost data available

in the current system?

No, UNCHR does not have storage cost data in the PS system.

416 Lot1 Planning What is the level of detail required for

the different areas of the process (e.g.

person level headcount planning,

product level planning, etc)

Ambiguous question. Budgeting (and related planning/forecasting)

is not done on PeopleSoft FSCM (Lot1).

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 - ProcessHow is your current planning process

documented? Are objectives, scope,

expected accuracy, time horizon, extent

of scenario analysis, potential issues and

review procedures documented?

The internal procedures for Operations planning processes are well

documented.

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Question

Number


420

421

422

423

424

420 Lot1 Planning - ProcessWhat 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?

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 Planning - Processis 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 internal procedures for Operations planning, internal and

external reporting processes are well documented.

422 Lot1 Planning - PeopleAre 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 - PeopleHave dedicated staff and management

members been trained on How to

prepare and perform planning, budgeting

and forecasting using the automated

tools?



424 Lot1 Planning - PeopleHow 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.

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Question

Number


425

426

427

428

429

430

431

432

425 Lot1 Planning - PeopleWhat kind of skills Do you think your

team should develop in order to be more

effective in their current role for

budgeting process?

End user training is described in Workpackage 4 of the Terms of

Reference document.

See also attached document RFP QandA - Training

426 Lot1 Planning - TechnologyWhat is the level of automation in the

data integration and reporting processes

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.

427 Lot1 Planning - TechnologyHow many period of historical data will

be loaded and maintained in the

application


428 Lot1 Planning - TechnologyWhat will be number of users ? See response to question: 299

429 Lot1 Planning - TechnologyIs there any performance benchmark to

run business rules?

The bechmark should be defined and finalized as part of the

project

430 Lot1 Planning - TechnologyIs there need for what if scenario

analysis?

Possibility to offer What if analysis should be reviewed in light of

the business requirements analysis.

431 Lot1 Planning - TechnologyHow many reports need to be developed

in HFR / Smartview ? Can we assume

them to be the one in Annexure 2 of

Annex B

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


Lot1 - Bolt-on - Partnership Management, "Challenges section").

432 Lot1 Planning - TechnologyIs 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)

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Question

Number


433

434

435

436

433 Lot1 Planning - TechnologyFor 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.

434 Lot1 Planning - TechnologyIs 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.

If referring to the "allocation" functionality of Hyperion, it will be

used as appropriate.

435 Lot1 Planning - TechnologyCan we assume entity as lowest level of

data submission?

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.

436 Lot3-Demantra 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.

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

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Question

Number


437

438

439

437 Lot3-Demantra 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.

438 Lot1-GRC 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.

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.

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 ?

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).

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Question

Number


440

441

442

443

444

440 Lot1-GRC 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

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 Project Costing: Project Security - Is it in

scope or out of Scope.

To be determined/elaborated. Detailed requirements gathering


443 Lot1-GRC 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)

This will be determined as part of WP02.

444 Lot1-GRC Billing: What are the Tax Calculation

requirements on Customer invoices.

Currently, UNHCR does not have any Tax calculation requirement.

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Question

Number


445

446

447

448

449

450

451

452

453

445 Lot1-GRC 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.

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 Expenses: Expense Receipt Verification

and audit requirements- Is it in scope or

out of Scope.


activity).

448 Lot1-GRC What PeopleSoft instance is the HRMS

system on?

Currently, 8.9, but upgrade to 9.2 is in progress.

449 Lot1-GRC On average, number of users utilizing the

system?

For best available information, see attached RFP 647 - QandA -

Users and Volume of Common Transactions.

450 Lot1-GRC 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...)

AR is not applicable, and VATs on AP process may be subject to

payment but reimbursable from the tax authority.

451 Lot1-GRC Purchasing / eProcurment: Current

number of requesters and buyers? What

language are purchase orders created in?

See also: 52 104

137 158 242 488

507 5265 537 557

577



452 Lot1-GRC Purchasing: Volume of requisitions and

purchase orders created on a monthly

basis?



453 Lot1-GRC Payables: Volume of vouchers created on

a monthly basis?



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Question

Number


454

455

456

457

458

459

460

461

454 Lot1-GRC 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.

455 Lot1-GRC Expenses: Volume of expense reports

created on a monthly basis?

n/a. Expenses is currently not in use.

456 Lot1-GRC Expenses: Are expenses payments

expected to be paid via PeopleSoft

Payroll or Payables?


activity).

457 Lot1-GRC Expenses: Are any corporate cards

utilized that will need to be feed into

PeopleSoft?


activity).

458 Lot1-GRC Expenses: Number of employees and

contractors projected to utilize the

Expense system?

UNHCR has 8000+ staff globally, most of whom are potential users

of the Expense system.

459 Lot1-GRC Billing: Will billing be centralized to a

team or rolled out to the field to enter

bills and generate invoices?

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).

460 Lot1-GRC General Ledger: In what capacity is

PeopleSoft nVision utilized for reporting?

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.

461 Lot1-GRC General Ledger: Are nVision reports ran

online or only from the client nVision

instance?

Both

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Question

Number


462

463

464

465

466

467

468

462 Lot2-Hyperion General Hyperion Planning will be implemented

after Peoplesoft Upgrade is completed.

Please confirm if this understanding is

correct.

See also: 300 462

The same go-live date for PeopleSoft and Hyperion Planning

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 Do you have provisions of

monthly/quarterly forecasting or

budgeting process revisions? Or will

Hyperion Planning be used only for

Annual Budgeting purposes?

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 What exact information makes a

position. Is it a combination of Salary

scale, grade and step?

Please see attached Annex B - Appendix II for overview. Detailed

requirements will be elaborated during the engagement.

468 Lot2-Hyperion General As mentioned survey salary is defined in

USD, so for every entity this gets

converted further using exchange rate. Is

this assumption correct?

No, position costs for planning and budgeting purposes are

handled in USD only.

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Question

Number


469

470

471

472

469 Lot2-Hyperion 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.

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.

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.

472 Lot2-Hyperion General What is the frequency for the data loads? The details will be determined/elaborated during the engagement.

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.

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Question

Number


473

474

475

476

473 Lot2-Hyperion 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.

474 Lot2-Hyperion 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

475 Lot1 - GRC 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.

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

476 Lot1 - GRC Operating System Version and Release

(32/64 bit)


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Question

Number


477

478

479

480

481

482

483

484

485

486

487

488

489

490

491

477 Lot1 - GRC Provide details of hardware clustering (if

any)


478 Lot1 - GRC Is there any virtual environment No.


479 Lot1 - GRC Is Load-Balancer being used ? Please

confirm.

Yes.


480 Lot1 - GRC Oracle DB Version to be installed See attached Target Application Versions

481 Lot1 - GRC Is Database clustered (RAC)? See response to question: 475

482 Lot1 - GRC Total Database Users Refer to attached document on Users and Volume of Common

Transaction.

483 Lot1 - GRC Avg and Max Concurrent Users of

Database #


Transaction.

484 Lot1 - GRC Number of DR sites One anticipated.

485 Lot1 - GRC If application layer to be in cluster

mention the environment details. (e.g)

UAT,PROD

Yes.


486 Lot1 - GRC Total number of instance and names To be determined.

Also see response to question 475

487 Lot1 - GRC Data guard required ? If yes active/active

or active/passive?

To be determined.

Also see response to question 475

488 Lot1 - GRC Specify the list of languages used in the

current Application instance, other than

English (US)

See also: 52 104

137 158 242 488

507 5265 537 557

577

Currently, only English is anticipated.

489 Lot1 - GRC Specify the list of third party

applications? Please provide the

integration architecture diagram if

available.

Integration with PeopleSoft is the the key requirement, possibly

along with Hyperion, Demantra/SNO. Other 3rd party applications

to be determined during the engagement.

490 Lot1 - GRC Application version details See attached Target Application Versions

491 Lot1 - GRC Application is Clustered ? See response to question: 475

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Question

Number


492

493

494

495

496

497

498

499

500

492 Lot1 - GRC 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.

493 Lot1 - GRC Integration details Main integration requirement is with PeopleSoft.

494 Lot2 - Hyperion Hardware Vendor (Sun, HP, Oracle etc) 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.







495 Lot2 - Hyperion Operating System Version and Release

(32/64 bit)


496 Lot2 - Hyperion Provide details of hardware clustering (if

any)


497 Lot2 - Hyperion Is there any virtual environment See response to question: 494

498 Lot2 - Hyperion Is Load-Balancer being used ? Please

confirm.


499 Lot2 - Hyperion Oracle DB Version to be installed See attached Target Application Versions

500 Lot2 - Hyperion Is Database clustered (RAC)? See response to question: 494

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1

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Question

Number


501

502

503

504

505

506

507

508

509

510

511

512

501 Lot2 - Hyperion Total Database Users To be determined.


Transaction.

502 Lot2 - Hyperion Avg and Max Concurrent Users of

Database #

To be determined.


Transaction.

503 Lot2 - Hyperion Number of DR sites One anticipated.

504 Lot2 - Hyperion If application layer to be in cluster


UAT,PROD


505 Lot2 - Hyperion Total number of instance and names See response to question: 494

506 Lot2 - Hyperion Data guard required ? If yes active/active

or active/passive?


507 Lot2 - Hyperion Specify the list of languages used in the


English (US)

See also: 52 104

137 158 242 488

507 5265 537 557

577

English.

508 Lot2 - Hyperion Specify the list of third party



available.

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.

509 Lot2 - Hyperion Application version details See attached Target Application Versions

510 Lot2 - Hyperion Application is Clustered ? See response to question: 494

511 Lot2 - Hyperion Customization details ? "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.

512 Lot2 - Hyperion Integration details See response to question: 494 and 508

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Question

Number


513

514

515

516

517

518

519

520

521

522

513 Lot3 - Demantra Hardware Vendor (Sun, HP, Oracle etc) 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.







514 Lot3 - Demantra Operating System Version and Release

(32/64 bit)


515 Lot3 - Demantra Provide details of hardware clustering (if

any)


516 Lot3 - Demantra Is there any virtual environment See response to question: 513

517 Lot3 - Demantra Is Load-Balancer being used ? Please

confirm.


518 Lot3 - Demantra Oracle DB Version to be installed See attached Target Application Versions

519 Lot3 - Demantra Is Database clustered (RAC)? See response to question: 513

520 Lot3 - Demantra Total Database Users To be determined.


Transaction.

521 Lot3 - Demantra Avg and Max Concurrent Users of

Database #

To be determined.


Transaction.

522 Lot3 - Demantra Number of DR sites One anticipated.

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1

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Question

Number


523

524

525

526

527

528

529

530

531

532

533

534

535

536

537

523 Lot3 - Demantra If application layer to be in cluster


UAT,PROD

To be determined.


524 Lot3 - Demantra Total number of instance and names To be determined.


525 Lot3 - Demantra Data guard required ? If yes active/active

or active/passive?

To be determined.


526 Lot3 - Demantra Specify the list of languages used in the


English (US)

See also: 52 104

137 158 242 488

507 5265 537 557

577

n/a.


527 Lot3 - Demantra Specify the list of third party



available.

PeopleSoft and possibly Excel. No other 3rd party applications that

needs to relate to Demantra are deployed (only PS).

528 Lot3 - Demantra Application version details Refer to attached: RFP QandA - Target application versions.

529 Lot3 - Demantra Application is Clustered ? See response to question: 513

530 Lot3 - Demantra Customization details ? Preferably vanilla implementation.

531 Lot3 - Demantra Integration details To be determined during this engagement.

532 Financials /Management RDBMS release to be installed See response to question: 513

533 Financials /Management PSFT Tools Version to be installed Please see attached: RFP 647 - QandA - Target Application

Versions.docx

534 Financials /Management Application Server Version To be

Installed

Please see attached: RFP 647 - QandA - Target Application

Versions.docx

535 Financials /Management Applications Modules to be installed Please see attached: RFP 647 - QandA - Target Application

Versions.docx

536 Financials /Management Character Set to be installed Unicode

537 Financials /Management Languages to be installed See also: 52 104

137 158 242 488

507 5265 537 557

577

English

of 102

1

2

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Question

Number


538

539

540

541

542

543

544

545

546

547

548

549

538 Financials /Management Number of instances to be installed

including name of instances

See Annex B - Appendix III - 4: Technical Architecture and Annex B -

Appendix III - 5: Methodology and Options.

539 Financials /Management Mention the names of instances required

to be in RAC. (e.g UAT,PROD)

See response to question 42

540 Financials /Management Should the install has any custom

database configured, If yes, Please

provide all the details of the same

Question is not clear.

541 Financials /Management Number of users accessing each

Environment



542 Financials /Management Total Project duration See also: 84, 542,

562, 582

See ToR, section 4, timeline and constraints.

Also see answer to question: 84

543 Financials /Management Support duration for SIT,UAT,PROD etc See also: 113, 543,

563, 583

3 months after go-live; 3 months to be used within one year for key

processing milestones.


544 Financials /Management FP or T&M? Fixed Price. See Technical Response and Financial Offer forms.

545 Financials /Management Do you need fallback to be

implemented? If Y, Does fallback have to

be Active-Active or Active-Passive

Yes. Active-active

546 Financials /Management datagaurd to be implemented ? See response to question 487

547 Financials /Management Number of DR sites Currently, UNHCR has 1 DR site for all applications.

548 Financials /Management If application layer to be in cluster


UAT,PROD

See response to question 42

549 Financials /Management Implementation approach ? (Offshore or

Onsite or Offshore&Onsite)


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1

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Question

Number


550

551

552

553

554

555

556

557

558

559

560

561

550 Financials /Management Please mentione Intergration

requirement with other product

Examples include homegrown Fleetwave, EFT payfiles (banking),

PeopleSoft HR, Hyperion (future), Demantra/SNO (future)

For additional information, refer to Annex B - Appendix III

551 Financials /Management Is Load-Balancer being used ? Please

confirm.

Yes, load balancers are used in all the current production

environment.

552 EPM RDBMS release to be installed n/a. EPM to be replaced by Hyperion or bolt-on PeopleSoft

functionality.

553 EPM PSFT Tools Version to be installed n/a. EPM to be replaced by Hyperion or bolt-on PeopleSoft

functionality.

554 EPM Application Server Version To be

Installed

n/a. EPM to be replaced by Hyperion or bolt-on PeopleSoft

functionality.

555 EPM Applications Modules to be installed n/a. EPM to be replaced by Hyperion or bolt-on PeopleSoft

functionality.

556 EPM Character Set to be installed n/a. EPM to be replaced by Hyperion or bolt-on PeopleSoft

functionality.

557 EPM Languages to be installed See also: 52 104

137 158 242 488

507 5265 537 557

577


functionality.

558 EPM Number of instances to be installed



functionality.

559 EPM Mention the names of instances required



functionality.

560 EPM Should the install has any custom




functionality.

561 EPM Number of users accessing each

Environment


functionality.

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1

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Question

Number


562

563

564

565

566

567

568

569

570

571

562 EPM Total Project duration See also: 84, 542,

562, 582


Also refer to QA: 84

563 EPM Support duration for SIT,UAT,PROD etc See also: 113, 543,

563, 583




564 EPM FP or T&M? n/a. EPM to be replaced by Hyperion or bolt-on PeopleSoft

functionality.

565 EPM Do you need fallback to be




functionality.

566 EPM datagaurd to be implemented ? n/a. EPM to be replaced by Hyperion or bolt-on PeopleSoft

functionality.

567 EPM Number of DR sites n/a. EPM to be replaced by Hyperion or bolt-on PeopleSoft

functionality.

568 EPM If application layer to be in cluster


UAT,PROD


functionality.

569 EPM Implementation approach ? (Offshore or


Refer to 3.3 Statement of Work - Primary location of the Terms of

Reference

570 EPM Please mentione Intergration



functionality.

571 EPM Is Load-Balancer being used ? Please

confirm.


functionality.

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1

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Question

Number


572

573

574

575

576

577

578

579

572 SCM Treasury RDBMS release to be installed Treasury will be consolidated into the FSCM Instance 9.2. See

response to similar questions for FSCM: 532 to 551.




the Work Packages.







573 SCM Treasury PSFT Tools Version to be installed See response to question 572.

574 SCM Treasury Application Server Version To be

Installed

See response to question 572.

575 SCM Treasury Applications Modules to be installed Please see attached: RFP 647 - QandA - Target Application

Versions.docx

576 SCM Treasury Character Set to be installed See response to question 572.

577 SCM Treasury Languages to be installed See also: 52 104

137 158 242 488

507 5265 537 557

577

English

578 SCM Treasury Number of instances to be installed



579 SCM Treasury Mention the names of instances required



of 102

1

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Question

Number


580

581

582

583

584

585

586

587

588

589

590

591

580 SCM Treasury Should the install has any custom




581 SCM Treasury Number of users accessing each

Environment


582 SCM Treasury Total Project duration See also: 84, 542,

562, 582


Also refer to QA: 84

583 SCM Treasury Support duration for SIT,UAT,PROD etc See also: 113, 543,

563, 583




584 SCM Treasury FP or T&M? Fixed Price. See Technical Response and Financial Offer forms.

585 SCM Treasury Do you need fallback to be




586 SCM Treasury datagaurd to be implemented ? See response to question 572.

587 SCM Treasury Number of DR sites One anticipated.

588 SCM Treasury If application layer to be in cluster


UAT,PROD


589 SCM Treasury Implementation approach ? (Offshore or


Refer to 3.3 Statement of Work - Primary location of the Terms of

Reference

590 SCM Treasury Please mentione Intergration



591 SCM Treasury Is Load-Balancer being used ? Please

confirm.


of 102

Build and Implementation phase of the MSRP Upgrade Project

1

RFP 647 - Question and Answer

Additional Information

Extract of Change Management Strategy


Additional Information – Extract of Change Management Strategy

2

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

Business Process Technology Objectives

& Guiding

Principles

UNHCR CHANGE MANAGEMENT



3

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



4

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



5

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



6

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



7

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



8

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



9

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


1




on Communication


Additional Information – Extract of Change Management Strategy on Communication

2

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, self-running 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


Additional Information – Extract of Change Management Strategy on Communication

3

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.

Operating

System

Linux -5

Oracle

Corp

Linux -5

Oracle

Corp

Linux -5

Oracle

Corp

Linux -5

Oracle

Corp

Linux -5

Oracle

Corp

2008 SP1 2003

11gR1 (10.3.1) 2008 SP1 2003

EPM 8.9 8.50.09 11.2.0.3 MP4 10gR3 11gR1 (10.3.1)

HRMS

(HR/Payroll)8.9 8.50.09 11.2.0.3 MP3 10gR3

2003

FSCM (TMS) 9 8.50.09 11.2.0.3 10gR3 11gR1 (10.3.1) 2008 SP1 2003

2008 SP1 2003

FSCM

(Fin/SCM)8.4 8.50.09 11.2.0.3 10gR3 11gR1 (10.3.1) 2008 SP1

WebserverCrystal

ReportsMS Office

Portal 8.9 8.50.09 11.2.0.3 10gR3 11gR1 (10.3.1)

Application App Version PT VersionOracle

VersionMP Tuxedo Cobol

Server Express 5.0

wp4

Server Express 5.0

wp4

Server Express 5.0

wp4

Server Express 5.0

wp4

Server Express 5.0

wp4

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

RAFS

(Fin/SCM)

UNHCR Web site

(Internet)UNHCR-Net

(Intranet)

RATM

(Treasury)

RAPA

(Portal)

RAEP

(Budget/

Income)

RAHR

(HRMS/GP)

Database

Link/

Integration

Broker

RAFC

(Focus)

SMS Reporting (Cognos)

GF-I/GF-X (SharePoint)

Database Link

Database Link

Medgate

GroupWise

User List

(CSV File)

Data File

(CSV)

Data File

(CSV)

Data Export

(CSV File)

Various HR

Data

(CSV File)

Office Wings

EFT Files

LMS

(Cornerstone)

L and C Data

(CSV)

Bank

Statement

(CSV File)

Exchange

Rates

(RTF)

File Export

Process

File Export

Process

File Import

Process

File Import

Process

File Import

Process

File Import

Process

Database Link

Database Link

UNJSPF

Database

Data File

(CSV)

MSRP Upgrade Project (SahFire) - Target Application Versions

Application App Version Comment

PeopleSoft FSCM

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

9.2 Latest available image as at last upgrade pass

Governance, Risk and Compliance

Access Controls Governor Transaction Controls Governor

Including: Transaction Controls Governor

Connector to PeopleSoft Enterprise for TCG

To be determined. In principle, most recent supported version available that is compatible with the target PeopleSoft FSCM version/image.

Hyperion Hyperion Planning Plus

Including: FDMEE FDMEE Adapter Suite

To be determined. In principle, most recent supported version available that is compatible with the target PeopleSoft FSCM version/image.

Demantra

Demand Management

To be determined. In principle, most recent supported version available.

SNO Strategic Network Optimization

To be determined. In principle, most recent supported version available.

PeopleSoft HRMS 9.2 Upgrade project in progress.

PTools 8.54 (to be confirmed)

In principle, most recent supported version available

that is compatible with the target PeopleSoft FSCM 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.

Oracle Database 11g or higher 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.

1Gb/s

10Gb/s

SAN

RPS

Firewall

Firewall

Production

RPS

DP03

HP DL380

8 cores 48Gb

FS

DP02

HP DL380

8 cores 48Gb

HR, T

M

DP01

HP DL380

8 cores 48Gb

PA, E

P

remo

HP DL370

8 cores 12Gb

12Tb

DR Network

UNHCR HQ

Internet

AP03

HP DL380

8 cores 96Gb

All a

pps

WP01

HP DL360

4 cores 16Gb

All a

pps

AP02

HP DL380

8 cores 96Gb

All a

pps

AP01

HP DL380

8 cores 96Gb

All a

pps

WP02

HP DL360

4 cores 16Gb

All a

pps

1Gb/s

10Gb/s

Non-Production

WN01

HP DL360

4 cores 16Gb

PA, F

S

DN02

HP DL380

8 cores 48Gb

HR, T

M, E

P

AN02

HP DL380

8 cores 96Gb

HR, T

M, E

P

AN01

HP DL380

8 cores 96Gb

PA, F

S

WN02

HP DL360

4 cores 16Gb

HR, T

M, E

P

DN01

HP DL380

8 cores 48Gb

PA, F

S

remo

HP DL370

8 cores 12Gb

12Tb

SAN

UNHCR HQ

Firewall

1Gb/s

Training / D

R

10Gb/s

WT01

HP DL360

4 cores 16Gb

All a

pps

DT02

HP DL380

8 cores 64Gb

HR, T

M, E

P

AT02

HP DL380

8 cores 96Gb

All a

pps

AT01

HP DL380

8 cores 96Gb

All a

pps

WT02

HP DL360

4 cores 16Gb

All a

pps

DT01

HP DL380

8 cores 64Gb

PA, F

S

SAN

RPS

Internet

UNHCR HQ

Production

Network

Fire

wall

Fire

wall

vire

n

HP DL370

8 cores 12Gb

12Tb

Training / D

RNon-Production

Production

Servers

Database

Application / W

eb

Windows

Key:

NFS / B

ackup

DT02: p

icao

DT01: camu

DN02: p

au

DN01: patmore

DP03: satomi

DP01: sourwood

DP02: syrin

ga

AN01: abuta

AN02: avenca

AT02: w

hitespire

AT01: w

hiteash

AP03: amur

AP01: a

jos

AP02: a

cai

WT02: lo

mbardy

WT01: lo

dgepole

WN02: liv

eoak

WN01: le

yland

WP02: re

dmaple

WP01: ra

intre

e

viren

remo


1




on Training


Additional Information – Extract of Change Management Strategy on Training

2

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-the-trainers 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).

https://unhcr.csod.com/client/unhcr/default.aspx


Additional Information – Extract of Change Management Strategy on Training

3

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.

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: 60 (maximum in one day is 1,075)

Purchase Orders : 75 (maximum in one day is 743)

Vouchers: 985 (maximum in one day is 6,472)

Journals: 350 (maximum in one day is 4,697)

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 Number of transactions

2004 1,713

2005 3,432

2006 5,505

2007 14,940

2008 19,523

2009 20,895

2010 21,835

2011 23,703

2012 19,734

2013 22,890

2014 24,749

2015 1,061

b. Purchase Orders (by Year)


2004 2,375

2005 4,261

2006 6,169

2007 14,650

2008 19,628

2009 21,963

2010 22,912

2011 25,639

2012 22,429

2013 25,674

2014 28,135

2015 732

c. Vouchers (by Year)


2004 9,629

2005 40,600

2006 91,031

2007 204,795

2008 267,773

2009 282,706

2010 286,038

2011 301,986

2012 323,425

2013 344,405

2014 359,969

2015 7,581

d. Journals (by Ledger)

Ledger Count in Journals

BUDGET 35,839

CBL 865

COMMIT 165

COMMIT_DTL 162

DONOR_RPT 1,432

FOBS 18,728

HCR 1,720,952

OBL_PLAN 3,594

PREUNOG 2,524

2) Setup/Master data

a. Vendors: 144,335

b. Items: 7,152

c. Banks: 374

d. Bank Accounts: 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.

*** FAKE DATA FOR THE PURPOSES OF ILLUSTRATION ***

OPS ABOD STAFF TOTAL

OP APPROVED 100,000,000 10,000,000 20,000,000 130,000,000


OL APPROVED 50,000,000 5,000,000 10,000,000 65,000,000

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%


OP APPROVED 20,000,000 1,000,000 1,000,000 22,000,000


OL APPROVED 10,000,000 500,000 500,000 11,000,000

TOTAL (with 7%) #REF! #REF!

TOTAL (excl. 7%) #REF! #REF!


OP APPROVED 120,000,000 11,000,000 21,000,000 152,000,000


OL APPROVED 60,000,000 5,500,000 10,500,000 76,000,000

TOTAL (excluding 7%) #REF! #REF!

2014 KENYA OPERATION

BUDGET - FUNDING - EXPENDITURES as of 30.06.14

(in USD)

FUNDING - CONTRIBUTIONS (recorded)

55,000,000

REGULAR EXCOM BUDGET (AB)

GRAND TOTAL BUDGET - AB + SB

65,500,000

FUNDING - CONTRIBUTIONS (recorded + firm projections) + carry-over

110,000,000

21,000,000

131,000,000

SB BUDGET - South Sudan Situation - (Kakuma)

10,500,000

FUNDING - CONTRIBUTIONS (recorded)

H:\RFP\RFP 647 Finance MSRP upgrade\Questions and Answers\Answers\RFP 647 - QandA\RFP 647 - QandA 303 - ExampleTrackingSpreadsheet

23/01/2015


Country/Donors CD Amount

EU 40037 100,000

JPN 40033 5,000,000

USA 40079 10,000,000

PSFR:

France 45022 50,000

Germany 45053 45,000

Australia 45055 40,000

TOTAL 15,235,000

Unearmarked contributions at the country level


BUDGET MSRP (03/04/14)

Objectives EPM CURRENT

BUDGET (OL)

CD 33005

(RPP2)

CD 33032

(IFS) CD 40004 TOTAL

Budgetary space

available (EPM

budget)

Expenditures as

of 01.04.14

(MSRP)

Impl.rateImpl.rate

vs income

1. Favourable Protection Environment 1,000,000

110 - International and regional instruments acceded to -

111 - Law and policy developed 25,000 25,000 0%

112 - Administrative institutions and practice developed or strengthened 500,000 - 500,000 #DIV/0!

113 - Access to legal assistance and legal remedies improved 500,000 - 500,000 0%

114 - Access to the territory improved - #DIV/0!

115 - Public attitude towards persons of concern improved 50,000 50,000 0%

2. Fair Protection Processes and Documentation 1,500,000

210 - Receptions conditions improved 50,000 - 50,000 0%

212 - Quality of registration and profiling improved or maintained 500,000 - 500,000 0% #DIV/0!

213 - Access to and quality of status determination procedures improved 250,000 - 250,000 0%

214 - Level of individual documentation increased 50,000 50,000 0%

215 - Civil registration and civil status documentation strengthened 5,000 - 5,000

3. Security from Violence and Exploitation 500,000

310 - Protection from Crime - 9,194 9,194 (9,194) -

312 - Risk of SGBV is reduced and quality of response improved 50,000 - 50,000 0%

313 - Risks related to detention reduced and freeedom of movement increased 50,000 - 50,000

314 - Protection of children 400,000 - 400,000 0% #DIV/0!

4. Basic Needs and essential services 1,500,000

410 - Health 1,000,000 700,000 700,000 300,000 0% 0%

411 - Population has optimal access to reproductive health and HIV services 50,000 - 50,000 0%

413 - Food Security -

415 - Population lives in satisfactory conditions of sanitations and hygiene - -

418 - Population has sufficient basic and domestic items -

419 - Services for persons with specific needs strengthened 150,000 - 150,000 0%

420 - Education 300,000 100,000 100,000 200,000 0% 0%

5. Community Empowerment and Self Reliance 400,000

510 - Community mobilization strengthened and expanded 50,000 - 50,000 0%

513 - Self reliance and livelihoods improved 350,000 - 350,000 0% #DIV/0!

6. Durable Solutions 150,000

611 - Potential for voluntary return realized - - #DIV/0!

612 - Reintegration -

614 - Potential for resettlement realized 100,000 - 100,000 0%

615 - Reduction of statelessness is achieved 50,000 50,000

7. Leadership, Coordination and Partnerships 30,000

710 - Coordination and partnerships strengthened 15,000 - 15,000 0%

711 - Camp management and coordination refined and improved -

713 - Donor relations and resource mobilization strengthened 15,000 - 15,000 0%

8. Logistics and Operations Support 600,000

810 - Logistics and supply chain 400,000 - 400,000 0%

811 - Operations Management 200,000 - 200,000 0%

TOTAL OPS 5,680,000 - - 100,000 9,194 700,000 - - - - 809,194 14% 4,275,806 - 0%

X.21

- 0%

ABOD 2,134,040 - 2,134,040

STAFF 9,377,506 188,760 188,760 9,188,746

GRAND TOTAL 17,191,546 - - 288,760 9,194 700,000 - - - - 997,954 6% 16,193,592

EARMARKED CONTRIBUTIONS

2014 NAIROBI PILLAR 1 BUDGET WITH EARMARKED CONTRIBUTIONS

in USD

H:\RFP\RFP 647 Finance MSRP upgrade\Questions and Answers\Answers\RFP 647 - QandA\RFP 647 - QandA 303 - ExampleTrackingSpreadsheet2

23/01/2015

BUDGET MSRP (03/04/14)

Objectives EPM CURRENT

BUDGET (OL)

CD 99005

(RPP2)

EC -

CD 11032

(IFS)

CD 33094 CD 88004 CD 22065 CD 77018 CD 99887 TOTAL

Budgetary space

available (EPM

budget)

Expenditures as of

01.04.14 (MSRP)

Impl.rate

vs. OL

Impl.rate vs

income

1. Favourable Protection Environment 500,000

112 - Administrative institutions and practice developed 250,000 250,000

113 - Access to legal assistance and legal remedies improved 200,000 100,000 100,000 100,000 0% 0%

114 - Access to the territory improved and risk of refoulement reduced 50,000 - 50,000 0%

2. Fair Protection Processes and Documentation 750,000

210 - Reception conditions improved - - #DIV/0!

212 - Quality of registration and profiling improved 400,000 - 400,000 0% #DIV/0!

213 - Access to and quality of status determination improved 300,000 - 300,000 0%

214 - Level of individual documentation increased 50,000 - 50,000 0%

215 - Civil registration and civil status documentation strengthened - - #DIV/0!

3. Security from Violence and Exploitation 2,500,000

310 - Protection from crime strengthened 1,500,000 100,000 100,000 1,400,000 0% 0%

312 - Risk of SGBV is reduced 500,000 - 500,000 0%

313 - Risks related to detention reduced & freedom of movement increased 100,000 - 100,000 0%

314 - Protection of children 400,000 20,000 20,000 380,000 0% 0%

4. Basic Needs and essential services 25,000,000

410 - Health 6,000,000 4,000,000 4,000,000 2,000,000 0% 0%

411 - Reproductive health and HIV services 1,000,000 - 1,000,000 0% #DIV/0!

412 - Nutrition 2,000,000 2,000,000 2,000,000 - 0% 0%

413 - Food Security 1,500 - 1,500 0%

414 - Water 2,000,000 - 2,000,000 0% #DIV/0!

415 - Population lives in satisfactory sanitary conditions 2,000,000 1,500,000 1,500,000 500,000 0% 0%

416 - Shelter and Infrastructure 1,500,000 1,500,000 1,500,000 - 0% 0%

417 - Population has sufficient access to energy 1,000,000 500,000 500,000 500,000 0% 0%

418 - Population has sufficient basic & domestic items 4,000,000 1,500,000 1,500,000 2,500,000 0% 0%

419 - Services for persons with specific needs strengthened 150,000 - 150,000 0% #DIV/0!

420 - Education 5,348,500 100,000 2,000,000 250,000 500,000 2,850,000 2,498,500 0% 0%

5. Community Empowerment and Self Reliance 2,500,000

510 - Community mobilizations strengthened and expanded 400,000 - 400,000 0% #DIV/0!

511 - Peaceful co-existence with local communities promoted 500,000 500,000 500,000 - 0% 0%

512 - Natural resources and environment better protected 200,000 - 200,000 0%

513 - Self-reliance and livelihoods improved 1,400,000 750,000 750,000 650,000 0% 0%

6. Durable Solutions 500,000

610 - Comprehensive Solutions strategy developed strengthened & updated - - -

611 - Potential for foluntary return realized 200,000 200,000 0%

614 - Potential for resettlement realized 300,000 - 300,000 0%

7. Leadership, Coordination and Partnerships 500,000

710 - Coordination and partnerships strengthened -

711 - Camp management and coordination refined and improved 500,000 - 500,000 0% #DIV/0!

712 - Emergency Management strengthened - #DIV/0!

713 - Donor relations and resource mobilizatio strengthened 40,000 40,000 (40,000) #DIV/0! 0%

8. Logistics and Operations Support 5,000,000

810 - Logistic and supply chain 2,000,000 - 2,000,000 0% #DIV/0!

811 - Operations management 3,000,000 - 3,000,000 0%

TOTAL OPS 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 - 0%

(40,000) X.21

Unearmarked@Da

daab level5,000,000 5,000,000

7% 200,000 7,000 207,000

20,360,000 #DIV/0! - 0%

ABOD 4,718,590 2,357 2,357

STAFF 11,397,752 424,314 1,438,291 383,027 2,245,632

GRAND TOTAL 53,366,342 - 1,636,671 107,000 13,938,291 1,000,000 5,383,027 - - 250,000 500,000 - - - 22,814,990

EARMARKED CONTRIBUTIONS (RECORDED + FIRM PROJECTIONS)

2014 DADAAB/ALINJUGUR BUDGET WITH EARMARKED CONTRIBUTIONS


H:\RFP\RFP 647 Finance MSRP upgrade\Questions and Answers\Answers\RFP 647 - QandA\RFP 647 - QandA 303 - ExampleTrackingSpreadsheet2

23/01/2015

Software

Component Type Component Name Version Remarks

Database

Oracle Database 11gR2 11.2.0.3 UTF-8 Characterset

Browser

Firefox , Internet Explorer 24

Interet Explorer 9.x,8.x

Languages

Oracle Tier 1 Chinese (Simplified/Traditional), Japanese, French, German,

Korean, Portuguese (Brazilian), Spanish, Danish, Italian, Dutch

Application Server and Middleware for

GRC Core

Oracle WebLogic Server 12.1.2

Oracle Application Development

Runtime (ADR) 12.1.2

Oracle Repository Creation Utility 12.1.2

Application Server and Middleware for

GRC Intelligence (Embedded)

Oracle WebLogic Server 10.3.6 with Oracle JDK 1.7


Runtime (ADR) 11.1.1.7

Oracle Repository Creation Utility 11.1.1.7

Additional Middleware (Standalone)

Oracle Business Intelligence 11.1.1.7

Standalone OBIEE Instance will be used for Customization and New Dashboard

and Reports development. Not required for Proof of Concept

Oracle WebLogic Server 10.3.6 with Oracle JDK 1.7


Runtime (ADR) 11.1.1.7

Oracle Repository Creation Utility 11.1.1.7

Operating Systems

Windows Operating System Server 200x

Linux x86‐64(Preferred) Oracle Linux 6

Red Hat Enterprise Linux 6

Virtualization forApplication Server

Hardware Oracle VM Server 3.2.6

Oracle GRC 8.6.4 Certification Matrix

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

Sizes

Bus and Infrastructure 64bit,Processor Speed 2.4Ghz+,

Application Server CPU 16 cores (GRC) + 16 Core for (GRCI) Production environment sizing

16 core for DB + 8 Cores for Apps Tier Non Production environment

Application Server Memory 64G (32+32) Production environment sizing

40G (24+16) Non Production environment

Application Server Storage 500G

Database Server SGA 15G (GRC + GRCI) Production environment sizing

10G (GRC + GRCI) Non Production environment sizing

Database Server Storage 1TB Use RAID 5 , No RAID 1+0 or 0+1 required

1TB Use RAID 5 , No RAID 1+0 or 0+1 required

AACG

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

TCG Oracle PeopleSoft Enterprise FSCM 9.2,9.1 PSFT running in Linux x86‐64. PSFT using Oracle

database 11gR1

Oracle Hyperion Planning Plus - Version 11.1.2.3

SoftwareComponent Type Component Name Version Remarks

Database

Oracle Database 11gR2 11.x

Browser Firefox , Internet Explorer

Internet Explorer 7.x



Firefox 17.x ESR

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

Oracle WebLogic Server

Oracle WebLogic Server 11gR1 (10.3.5 and 10.3.6)

(bundled with Hyperion Planning Plus)

Oracle Application Development 10.3.6 with Oracle JDK 1.7

Runtime (ADR)

Oracle Repository Creation Utility

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) OR

Windows Server 2003 with SP2/R2+, SP3+

Enterprise Linux

Solaris

HardwareArchitecture 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

Sizes ProductionBus and Infrastructure NA

Application Server CPU 8 core Duo Production environment sizing only

Application Server Memory -RAM 24GB Virtual Memory Only

Web Server Memory (Apache)-RAM 16GB Physical Memory

Application Server Storage NA

Database Server SGA-RAM 32GB Virtual Memory Only

SAN Storage 800GB

Non-Production

Bus and Infrastructure NA

Application Server CPU 8 core Duo Non Production environment sizing only

Application Server Memory -RAM 32GB Virtual Memory Only

Web Server Memory (Apache)-RAM 16GB Physical Memory

Application Server Storage NA

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



HP-UX Itanium 11.31 11.1.0.7.0 64-bit Supported

IBM AIX on POWER Systems (64-bit) 6.1 11.1.0.7.0 64-bit Supported

Linux x86-64 Oracle Linux 5 11.1.0.7.0 64-bit Supported

Linux x86-64 Red Hat Enterprise Linux 5 11.1.0.7.0 64-bit Supported

Linux x86-64 SLES 11 11.1.0.7.0 64-bit Supported

Microsoft Windows x64 (64-bit) 2008 11.1.0.7.0 64-bit Supported

Oracle Solaris on SPARC (64-bit) 10 11.1.0.7.0 64-bit Supported



HP-UX Itanium 11.31 11.2.0.2.0 64-bit (min) Supported

IBM AIX on POWER Systems (64-bit) 6.1 11.2.0.2.0 64-bit (min) Supported

IBM AIX on POWER Systems (64-bit) 7.1 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) Supported

Linux x86-64 Oracle Linux 5 11.2.0.2.0 64-bit (min) Supported

Linux x86-64 Oracle Linux 6 11.2.0.2.0 64-bit (min) Planned

Linux x86-64 Red Hat Enterprise Linux 5 11.2.0.2.0 64-bit (min) Supported

Linux x86-64 Red Hat Enterprise Linux 6

Linux x86-64 SLES 11 11.2.0.2.0 64-bit (min) Supported

Microsoft Windows x64 (64-bit) 2008 11.2.0.2.0 64-bit (min) Supported

Microsoft Windows x64 (64-bit) 2008 R2 11.2.0.2.0 64-bit (min) Supported

Oracle Solaris on SPARC (64-bit) 10 11.2.0.2.0 64-bit (min) Supported

Oracle Solaris on SPARC (64-bit) 11 11.2.0.3.0 64-bit (min) Planned

Oracle Solaris on x86-64 (64-bit) 10 11.2.0.2.0 64-bit (min) Supported

Oracle Solaris on x86-64 (64-bit) 11 11.2.0.3.0 64-bit (min) Planned

Compatibility with Tuxedo

PeopleSoft PeopleTools 8.53 with Oracle Tuxedo 11.1.1.30


Linux x86-64 SLES 11 Tuxedo 11gR1 (11.1.1.30) Supported

Linux x86-64 Red Hat Enterprise 6 Tuxedo 11gR1 (11.1.1.30) Supported

Linux x86-64 Oracle Linux 6 Tuxedo 11gR1 (11.1.1.30) Supported

Linux x86-64 Oracle Linux 6 Tuxedo 11gR1 (11.1.1.30) Supported

PeopleSoft PeopleTools 8.53 with Oracle Tuxedo 11.1.1.20


HP-UX Itanium 11.31 Tuxedo 11gR1 (11.1.1.20) Supported

IBM AIX on POWER Systems (64-bit) 6.1 Tuxedo 11gR1 (11.1.1.20)

Supported

IBM AIX on POWER Systems (64-bit) 7.1 Tuxedo 11gR1 (11.1.1.20)

Supported

Oracle Solaris on SPARC (64-bit) 11 Tuxedo 11gR1 (11.1.1.20) Supported

Oracle Solaris on SPARC (64-bit) 10 Tuxedo 11gR1 (11.1.1.20) Supported



Microsoft Windows x64 (64-bit) 2008 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


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

Linux x86-64 Oracle Linux 6 8.5.0.1 64Bit Supported

Linux x86-64 Oracle Linux 5 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

Oracle Solaris on x86-64 (64-bit) 10 8.5.0.1 64Bit Supported

Compatibility with Weblogic Server

PeopleSoft PeopleTools 8.53 with Oracle WebLogic Server 10.3.6.0.0


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

Linux x86-64 SLES 11 Oracle Weblogic Server 10.3.6 64-bit 10.3.6 (minimum) Supported

Linux x86-64 Red Hat Enterprise 6 Oracle Weblogic Server 10.3.6 64-bit 10.3.6 (minimum) Supported

Linux x86-64 Red Hat Enterprise 5 Oracle Weblogic Server 10.3.6 64-bit 10.3.6 (minimum) Supported

Linux x86-64 Oracle Linux 6 Oracle Weblogic Server 10.3.6 64-bit 10.3.6 (minimum) Supported

Linux x86-64 Oracle Linux 5 Oracle Weblogic Server 10.3.6 64-bit 10.3.6 (minimum) Supported

Microsoft Windows x64 (64-bit) 2008 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

Oracle Solaris on SPARC (64-bit) 11 Oracle Weblogic Server 10.3.6 64-bit 10.3.6 (minimum) Supported

Oracle Solaris on SPARC (64-bit) 10 Oracle Weblogic Server 10.3.6 64-bit 10.3.6 (minimum) Supported

Oracle Solaris on x86-64 (64-bit) 11 Oracle Weblogic Server 10.3.6 64-bit 10.3.6 (minimum) Supported

Oracle Solaris on x86-64 (64-bit) 10 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


Microsoft Windows (32-bit) 7 Crystal Reports 2008 SP3 Supported

Microsoft Windows x64 (64-bit) 2008 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


Microsoft Windows (32-bit) 7 Crystal Reports 2008 SP3 Supported


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

Platform Version Supported Version

Support Status Verity 6.5.1 support

Deployment 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 Systems (64-bit) 6.1

Verity 6.5.1 Supported 32-bit Type-2 & Type-3 Yes

IBM AIX on POWER Systems (64-bit) 7.1


Linux x86-64 Oracle Enterprise Linux 5






Linux x86-64 SLES-11


Linux x86-64 Oracle Linux 6


Linux x86-64 Oracle

Linux 5 Verity 6.5.1 Supported 32-bit Type-2 & Type-3 Yes

Microsoft Windows x64 (64-bit) 2008


Microsoft Windows x64 (64-bit) 2008 R2


Oracle Solaris on SPARC (64-bit) 11


Oracle Solaris on SPARC (64-bit) 10


Oracle Solaris on x86-64 (64-bit) 11

Verity 6.5.1 Not Supported (Need to Setup

32-bit Type-3 No

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


Microsoft Windows x64 (64-bit) 2008 Micro Focus Net Express 5.1 32-bitWrap Pack 4 (minimum)

Supported

Microsoft Windows x64 (64-bit) 2008 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


HP-UX Itanium 11.31 Micro Focus Server Express 5.1 64-bitWrap Pack 4 (minimum)

Supported

IBM AIX on POWER Systems (64-bit) 6.1 Micro Focus Server Express 5.1 64-bitWrap Pack 4 (minimum)

Supported

IBM AIX on POWER Systems (64-bit) 7.1 Micro Focus Server Express 5.1 64-bitWrap Pack 4 (minimum)

Supported

IBM: Linux on System z: Red Hat Enterprise Linux 5

Micro Focus Server Express 5.1 64-bitWrap Pack 4 (minimum)

Supported

IBM: Linux on System z: SLES 11 Micro Focus Server Express 5.1 64-bitWrap Pack 4 (minimum) Supported

Linux x86-64 SLES 11 Micro Focus Server Express 5.1 64-bitWrap Pack 4 (minimum)

Supported

Linux x86-64 Red Hat Enterprise 6 Micro Focus Server Express 5.1 64-bitWrap Pack 4 (minimum)

Supported

Linux x86-64 Red Hat Enterprise 5 Micro Focus Server Express 5.1 64-bitWrap Pack 4 (minimum)

Supported

Linux x86-64 Oracle Enterprise Linux 6 Micro Focus Server Express 5.1 64-bitWrap Pack 4 (minimum) Supported



Oracle Solaris on SPARC (64-bit) 11 Micro Focus Server Express 5.1 64-bitWrap Pack 4 Supported

(minimum)

Oracle Solaris on x86-64 (64-bit) 11 Micro Focus Server Express 5.1 64-bitWrap Pack 4 (minimum)

Supported

Oracle Solaris on x86-64 (64-bit) 10 Micro Focus Server Express 5.1 64-bitWrap Pack 4 (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


Microsoft Windows x64 (64-bit) 2008 IBM COBOL for Windows 7.6 Supported

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


IBM z/OS on System z 1.13 IBM Enterprise COBOL for z/OS 4.2 Supported










Compatibility with Operating System

Operating System Versions Supported Status

Apple Mac OS X(Intel)32 bit 1 versions(10.5) Supported

Apple Mac OS X(Intel)64 bit 2 version(10.7, 10.6) Supported

Apple iOS 1 versions(5) Supported

IBM: linux on system z 2 Version(Red Hat Linux 5,SLES 11)

Supported

HP-UX itanium 1 version(11.31) Supported

IBM AIX on POWER System(64 bit)

2 Version(7.1,6.1) Supported

IBM z/OS on System z 2 Version(1.13,1.12) Supported

IBM Linux on System z 2 Version(IBM: Linux on System z

SLES 11, Linux on System z Red Hat

Enterprise Linux 5)

Supported

Linux x86-64 5 Versions(Linux x86-64 SLES 11,

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)

Supported

Microsoft Windows(32-bit) 1 versions(Microsoft Windows (32-

bit) 7)

Supported

Microsoft Windows(64-bit) 5 Versions(2008 R2, 2008, 2012(planned), 7, 8(planned))

Supported

Oracle Solaris on SPARC(64-bit) 2 versions(11,10) Supported

Oracle Solaris on x86-64(64-bit) 2 versions(11,10) Supported

Compatibility with Application ,Browsers & clients

Browser Versions Support Status

Firefox 1 Releases(17) Supported

Google Chrome 2 Releases(Google Chrome 24,

Google Chrome 19)

Supported

IBM DB2 Client 2 Releases(9.7,9.5) Supported

IBM DB2 Connect 2 Releases(9.7,9.5) Supported

IBM Informix Client SDK 2 releases(3.70.3.50) Supported

Internet Explorer 2 Releases(10,9) Supported

Microsoft SQL Server Client 2 Release(2012, 2008) Supported

Oracle Database Client 3 Releases(11.2.0.3.0, 11.1.0.7.0, 10.2.0.5.0)

Supported

Safari 2 Releases(6, 5) Supported

https://support.oracle.com/epmos/faces/CertifyResultsNDrillDown?_adf.ctrl-state=15tdyatsh2_9&searchCtx=st%255EANY%257Cpa%255Epi%255E3282_PeopleSoft%2BPeopleTools%257Evi%255E29223%257Epln%255EAny%257E%257C&drillDownCtx=st%255EANY%257Cpb%255Epi%255E25_IBM%253A%2BLinux%2Bon%2BSystem%2Bz%257E%257C&_afrLoop=449205029222424

https://support.oracle.com/epmos/faces/CertifyResultsNDrillDown?_adf.ctrl-state=15tdyatsh2_9&searchCtx=st%255EANY%257Cpa%255Epi%255E3282_PeopleSoft%2BPeopleTools%257Evi%255E29223%257Epln%255EAny%257E%257C&drillDownCtx=st%255EANY%257Cpb%255Epi%255E25_IBM%253A%2BLinux%2Bon%2BSystem%2Bz%257E%257C&_afrLoop=449205029222424

Sysbase Open client 2 Release(15.7, 15.5) Supported

Microsoft Word 2 Releases(2010,2007) Supported

Microsoft Excel 2 Releases(2010,2007) 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.)