COORDINATING COMMITTEE - Washington County, Fusion Project Financials Cloud Service (B84628) – 10 Hosted Named User 4. Oracle Fusion Transactional Business Intelligence for Financial Cloud Service Oracle Fusion Transactional Business Intelligence for Financial Cloud Service

Download COORDINATING COMMITTEE - Washington County,   Fusion Project Financials Cloud Service (B84628) – 10 Hosted Named User 4. Oracle Fusion Transactional Business Intelligence for Financial Cloud Service Oracle Fusion Transactional Business Intelligence for Financial Cloud Service

Post on 04-Apr-2018

212 views

Category:

Documents

0 download

Embed Size (px)

TRANSCRIPT

  • COORDINATING COMMITTEE

    100 West Washington Street, Room 320 | Hagerstown, MD 21740-4748 | P: 240.313.2330 | F: 240.313.2331 www.washco-md.net

    Request for Proposals Oracle Cloud Migration & Implementation Services Washington County, Maryland PUR-1319 Page i

    PUR-1319 REQUEST FOR PROPOSALS REGARDING

    QUALIFICATIONS AND EXPERIENCE (Q&E) / TECHNICAL PROPOSALS AND

    PRICE PROPOSALS

    ORACLE CLOUD MIGRATION & IMPLEMENTATION SERVICES

    The Board of County Commissioners of Washington County, Maryland is requesting Qualifications and Experience (Q&E) / Technical Proposals and Price Proposal Submittals from qualified Oracle approved cloud implementation partners to provide public sector Oracle Fusion Cloud migration and implementation services.

    The Washington County Coordinating Committee will be evaluating submissions to this request and will consider those firms deemed responsive, responsible and most qualified and experienced. The Committee reserves the right to interview some or all of the prospective firms to discuss Qualifications and Experience (Q&E) / Technical Proposals and Price Proposals.

    The format for submittals, information regarding the scope of work, and selection criteria to be used by the Committee are available from either the Washington County website: www.washco-md.net by accessing Services / Bid Invitations / Purchasing or from the Washington County Purchasing Department, Washington County Administration Building, 100 West Washington Street, Third Floor, Room 320, Hagerstown, Maryland 21740-4748, telephone 240-313-2330. Inquiries regarding this request can be directed to Karen R. Luther, CPPO, Director of Purchasing, at the above address or telephone 240-313-2330.

    A Pre-Proposal Conference will be held at 10:00 A.M. (EDST), on Friday, August 26, 2016, in the Second Floor Conference Room No. 255 of the Washington County Administration Building, 100 West Washington Street, Hagerstown, Maryland. While attendance at this meeting is not mandatory, it is strongly encouraged.

    Interested firms shall submit one (1) original and eight (8) copies of their Qualifications and Experience (Q&E) / Technical Proposal information enclosed in a sealed opaque envelope marked "Q & E / Technical Proposal (PUR-1319) Oracle Cloud Implementation Services" and one (1) original and eight (8) copies of their Price Proposals in a separately sealed opaque envelope marked "Price Proposal (PUR-1319) Oracle Cloud Implementation Services", to the Office of Karen R. Luther, CPPO, Director of Purchasing, Washington County Purchasing Department, Washington County Administration Building, 100 West Washington Street, Third Floor, Room 320, Hagerstown, Maryland 21740-4748, no later than 4:00 P.M. (EDST), Monday, September 19, 2016. The Washington County Coordinating Committee will evaluate the submittals. Failure to comply with providing the required information for the Committee's review may result in disqualification.

    http://www.washco-md.net/

  • Request for Proposals Oracle Cloud Migration & Implementation Services Washington County, Maryland PUR-1319 Page ii

    NOTE: All Proposers must enter the County Administration Building through either the front door at the 100 West Washington Street entrance or through the new access door at the rear of the building which is handicap accessible, and must use the elevator to access the Purchasing Department to submit their proposal and/or to attend the Pre-Proposal Conference. Alternate routes are controlled by a door access system.

    Washington County shall make positive efforts to utilize Disadvantaged Business Enterprises for its supplies and services and shall allow these sources the maximum feasible opportunity to compete for contracts. The County Commissioners of Washington County do not discriminate on the basis of race, color, national origin, sex, religion, age or disability in employment or the provision of services. Individuals requiring special accommodations are requested to contact 240-313-2330 Voice, TDD Dial 711 to make arrangements no later than seven (7) calendar days before the Pre-Proposal Conference.

    Inquiries regarding this request should be directed to Karen Luther, CPPO Director of Purchasing at

    240-313-2330. The Board of County Commissioners of Washington County reserves the right to reject the proposal of a firm who has previously failed to perform properly or complete on time contracts of a similar nature or a proposal of an organization which investigation shows is not in a position to perform the contract. The Board of County Commissioners of Washington County, Maryland reserves the right to accept or reject any or all proposals, to waive technicalities, and to take whatever action is determined to be in the best interest of Washington County by the Washington County Coordinating Committee. The Board reserves the right to contact a Proposer for clarifications and may, at its sole discretion, allow a proposer to correct any and all formalities, informalities and technicalities in the best interest of Washington County.

    By Authority of:

    Karen R. Luther, CPPO Director of Purchasing

    BOARD OF COUNTY COMMISSIONERS OF WASHINGTON COUNTY, MARYLAND

  • COORDINATING COMMITTEE

    100 West Washington Street, Room 320 | Hagerstown, MD 21740-4748 | P: 240.313.2330 | F: 240.313.2331 www.washco-md.net

    Request for Proposals Oracle Cloud Migration & Implementation Services Washington County, Maryland PUR-1319 Page 1

    PUR-1319

    REQUEST FOR PROPOSALS REGARDING QUALIFICATIONS AND EXPERIENCE (Q&E) / TECHNICAL PROPOSALS

    AND PRICE PROPOSALS

    ORACLE CLOUD MIGRATION & IMPLEMENTATION SERVICES

    August 16, 2016

    I. INTRODUCTION

    A. The Board of County Commissioners of Washington County, Maryland, hereinafter referred to as the County, seeks from all qualified Oracle approved cloud implementation partners, proposals to provide experienced public sector Oracle Fusion Cloud migration and implementation services, hereinafter referred to as the Proposer. The County is currently using PeopleSoft HRMS V9.1, PeopleSoft Financials V8.9 and PeopleSoft EPM V9.0 in VMware V6.0 on virtualized Microsoft Windows server environments.

    B. Interested Proposers shall provide Qualifications and Experience (Q&E) / Technical Proposal

    submittals concurrently with Price Proposals in separately sealed envelopes. The County intends to open and review each firms Q&E / Technical Proposal to evaluate qualifications and experience and technical approach first. If the Q&E / Technical Proposal is deemed acceptable, the envelope containing the firms Price Proposal will then be opened. For those Q&E / Technical Proposals considered unsatisfactory, the envelope containing the related Price Proposal will be returned unopened to the respective firm. By virtue of submitting a proposal, all interested parties are acknowledging that Washington County reserves the right to reject any or all proposals if it determines that they are not responsive to this Request for Proposals (RFP) or if the proposals themselves are judged not to be in the best interest of the County.

    C. This RFP is being issued by the Information Technology Department and the respective user

    divisions and departments for the County. Vendors are specifically directed NOT to contact any County personnel, for meetings, conferences or technical discussion related to the RFP. Unauthorized contact of any County personnel may be cause for rejection of vendors RFP response.

  • Request for Proposals Oracle Cloud Migration & Implementation Services Washington County, Maryland PUR-1319 Page 2

    All communications regarding the RFP shall be referred to: Karen R. Luther, CPPO Director of Purchasing Washington County Administration Building 100 West Washington Street, Third Floor, Room 320 Hagerstown, MD 21740-4748 Telephone: 240-313-2330 FAX: 240-313-2331

    II. BACKGROUND

    A. Washington County, founded in 1776, is situated in northwestern Maryland. The County is 460 square miles with a population of approximately 149,574. Major services provided by the County include planning and community development, public safety, public works, economic development, and recreation.

    B. The Division of Budget and Finance (B&F) administers policies affecting financial and

    accounting control systems. The Information Technology Department (IT) is the primary sponsor of this RFP. Other divisions or departments that the Proposer may be expected to work with include Budget and Finance, Health and Human Services (H&HS), and Purchasing.

    III. SCOPE OF SERVICES A. PURPOSE

    Washington County is seeking qualified Oracle approved cloud implementation partners to provide experienced public sector consultant services to perform Washington Countys migration from their current on-site PeopleSoft platform to a provisioned Oracle Fusion Cloud Services environment. Any aspects of service not addressed in the Scope of Services are left for the Proposer to address. The Proposer shall specifically state key estimating assumptions, technology infrastructure services assumptions, responsibilities of Proposer, responsibilities of the County, and related tasks deemed out of scope of the proposal. The Countys current on-site PeopleSoft platform consists of PeopleSoft HRMS V9.1, PeopleSoft Financials V8.9 and PeopleSoft EPM V9.0 hosted on VMware V6.0 in virtualized Microsoft Windows 2003 Server (Financials & EPM) & 2008R2 Server (HRMS) environments. PeopleSoft Financials and EPM data resides in Microsoft SQL 2005 databases. The PeopleSoft HRMS data resides in Microsoft SQL 2008 databases. The Countys currently implemented PeopleSoft modules include: 1. Financials - Accounts Payable 2. Financials - Accounts Receivable 3. Financials - Asset Management 4. Financials - Billing (implemented but no longer in use - retired November 2014) 5. Financials - General Ledger 6. Financials - Project Costing

  • Request for Proposals Oracle Cloud Migration & Implementation Services Washington County, Maryland PUR-1319 Page 3

    7. Financials - Purchasing 8. HRMS - Benefits Administration 9. HRMS - Human Resources 10. HRMS - Payroll for North America 11. EPM - Planning & Budgeting

    The County is currently using the Questica TeamBudget Capital V4.5.241.2 product provided by Questica Incorporated, 980 Fraser Drive, Unit 105, Burlington, ON, L7L5P5 Canada. This application is hosted on VMware V6.0 in a virtualized Microsoft Windows 2012R2 Server environment. The Questica TeamBudget Capital data resides in a Microsoft SQL 2008 database. An in-house developed PeopleSoft SQR provides the interface (data transfer) between Questica TeamBudget Capital and the Countys PeopleSoft Financials. This SQR is executed once per fiscal year to provide capital budget journal entries. The County desires to implement the latest version of Oracles Public Sector Cloud Software packages. Washington County has executed an agreement for the following Oracle Software as a Service Products. Please note that product provisioning in Oracles North America data center region has already been completed: 1. Oracle Fusion Financials Cloud Service (B69711) 25 Hosted Named User 2. Oracle Fusion Self Service Procurement Cloud Service (B69721) 200 100 Sessions

    Monthly Capacity 3. Oracle Fusion Project Financials Cloud Service (B84628) 10 Hosted Named User 4. Oracle Fusion Transactional Business Intelligence for Financial Cloud Service

    (B69716) 200 Hosted Named User 5. Oracle Fusion Inventory Management Cloud Service (B69729) 10 Hosted Named

    User 6. Oracle Fusion Purchasing Cloud Service (B69717) 10 Hosted Named User 7. Oracle Planning and Budgeting Cloud Service (B73946) 100 Hosted Named User 8. Oracle Fusion Human Capital Management Base Cloud Service (B67288) 1000 100

    Sessions Monthly Capacity 9. Oracle Fusion Global Payroll Cloud Service (B67290) 1000 Hosted Named User 10. Oracle Fusion Payroll Interface Cloud Service (B67292) 1000 Hosted Named User 11. Oracle Fusion Time and Labor Cloud Service (B75365) 1000 100 Sessions

    Monthly Capacity 12. Oracle Additional Test Environment for Oracle Fusion Cloud Service (B84490) 1

    100 Sessions Monthly Capacity

    B. SCOPE

    1. The County prefers to migrate to and implement the latest versions of Oracles Public Sector Cloud Software packages listed directly above with the exception of Oracle Fusion Inventory Management Cloud Service (B69729). The County currently has no immediate or future plans to implement this product and this software product shall be omitted from consideration in the Proposers proposal.

  • Request for Proposals Oracle Cloud Migration & Implementation Services Washington County, Maryland PUR-1319 Page 4

    2. The Countys fiscal year runs from July 1st through June 30th of the following calendar year; therefore, the County prefers to cut-over to the Oracle Fusion Financials, Self Service Procurement, Project Financials, Transactional Business Intelligence for Financials, Purchasing, Human Capital Management, Global Payroll, Payroll Interface, and Time and Labor Oracle Cloud Service products by July 1, 2017 (fiscal year boundary).

    3. Oracle Fusion Time and Labor Cloud Service (B75365) offers the County new

    operational capability and functionality; therefore, at the Proposers option, the County is willing to delay Oracle Fusion Time and Labors implementation and push back the cut-over date for this product until December 31, 2017.

    4. The County prefers to not begin any work associated with this RFP prior to October

    1, 2016. Additionally, the County prefers to begin the migration to and implementation of Oracle Planning and Budgeting Cloud Service (B73946) on or after April 1, 2017 with a cut-over date by November 17, 2017.

    5. The County is planning to implement the latest version of Oracle Planning and

    Budgeting Cloud Service (B73946). The primary objective is to replace our existing PeopleSoft EPM solution for Operational Budgeting that is provided in this service along with streamlining the budget preparation process to enhance the Countys ability to track and manage budgets in real-time through the implementation of Oracle Planning and Budgeting Cloud Service (B73946).

    6. The County understands that Oracle Planning and Budgeting Cloud Service (B73946)

    contains a Capital Budgeting component; however, we have yet to determine the Capital Budgeting components full potential. The County will be meeting with Oracle representatives in August 2016 to further explore and determine if the Capital Budgeting component will meet or exceed the Countys capital budgeting needs. Therefore, the County is requiring the Proposer prepare two (2) price options for Capital Budgeting.

    a. Option A - to successfully replicate the current PeopleSoft SQR interface

    functionality using the standard Oracle Fusion Cloud Service interface/integration tools (Questica Budget Capital to Oracle Fusion Financials Cloud Service)....

Recommended

View more >