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Rice University Request for Proposal

#2019-07-001

Financial Management and Human Capital Management System

Implementation Partner

Proposal due: August 16, 2019 at 5:00 PM CST

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Contents I. INTRODUCTION ........................................................................................................................................ 3

PURPOSE OF THIS RFP ........................................................................................................................................... 3

SUBMISSION GUIDELINES ....................................................................................................................................... 3

MANDATORY PRE-PROPOSAL CONFERENCE ............................................................................................................... 4

LIST OF EXHIBITS .................................................................................................................................................. 4

II. ABOUT RICE UNIVERSITY AND PROPOSED FUTURE STATE ........................................................................ 4

ABOUT RICE UNIVERSITY AND THE PROPOSED FUTURE STATE ....................................................................................... 4

SYSTEM BACKGROUND .......................................................................................................................................... 5

FUNCTIONAL SCOPE .............................................................................................................................................. 5

III. DETAILED PROPOSAL INSTRUCTIONS ....................................................................................................... 7

FINANCIAL INSTRUCTIONS ...................................................................................................................................... 7

RESPONSE INSTRUCTIONS....................................................................................................................................... 9

BASIS FOR EVALUATION ....................................................................................................................................... 13

SUBMISSION INSTRUCTIONS.................................................................................................................................. 14

RIGHT TO DISCONTINUE PROCESS .......................................................................................................................... 14

IV. EXHIBITS ................................................................................................................................................ 15

EXHIBIT 1 - ORACLE CLOUD .................................................................................................................................. 15

EXHIBIT 2 - SYSTEM LANDSCAPE ............................................................................................................................ 17

EXHIBIT 3 - SYSTEM DESCRIPTION .......................................................................................................................... 17

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I. Introduction

Purpose of this RFP

The purpose of this RFP is to solicit bids from potential implementation partners to support Rice University’s business transformation, by bringing expertise in project management, business process transformation, organizational change management, and Oracle Cloud ERP implementation delivery. The project is anticipated to take approximately 24 months and will include a pre-design readiness stage, design / prototype iterations, organizational change management, testing, deployment readiness, go-live, and system stabilization. Plans should anticipate solution delivery on 7/1/2021, on budget, and will include the scope of Finance and Human Capital Management (HCM) identified on the Oracle Cloud Services scope document (Exhibit 1).

Submission Guidelines

Rice University’s timeline for Provider selection is below. Rice reserves the right to modify these dates, and any post-RFP modification to these dates will be communicated to potential Providers in advance of the effective date. Additionally, during the onsite presentations, in the event that a key stakeholder wishes to discuss specific expertise or resourcing not relevant to the broader selection team, Provider agrees to hold a web conference afterwards to walk through that particular item or capability.

Providers should be prepared to discuss their implementation approach and expertise with Oracle Cloud ERP in HCM and ERP Finance for customers in higher education. Relevant organizational design and change management experience with other ERP Cloud platforms may be noted as appropriate.

Date Activity

July 26, 2019 RFP released

August 1, 2019 at 2 p.m. CST Mandatory Q&A call

August 5, 2019 All written questions submitted and notice of intent to respond submitted

August 9, 2019 Rice responses to written questions submitted

August 16, 2019 at 5:00 pm CST RFP written response due

August 19-30, 2019 Provider presentations: Providers will have 2 hour (maximum) to present key highlights of their proposal, introduce the proposed project team, and a

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follow on 60-minute question and answer session, with an option to extend Q&A another hour if necessary, for a maximum onsite time of 4 hours.

Provider should bring a (maximum of 6) the resources who will play critical implementation roles. This should include all management and lead roles for the duration of the project.

August 29, 2019 at 5:00 pm CST Final pricing due

September 3, 2019 Targeted Provider selection completion

September Targeted Resource Mobilization

Mandatory Pre-Proposal Conference

There will be a mandatory Q&A conference call on August 1, 2019. Following the call, Providers are invited to submit follow-up questions until Wednesday, August 5, 2019. Unless of a proprietary or confidential nature, questions and answers submitted by one Provider will be shared with all Providers.

List of Exhibits

The following exhibits are included in this RFP:

1. Summary of Oracle Cloud Services purchased by Rice 2. System landscape (integrations)

II. About Rice University and Proposed Future State

About Rice University and the Proposed Future State

Rice University is a leading research institution located in Houston, Texas. Rice has a centrally located total workforce of 6,787 that is comprised of Faculty (860), Staff (2,627), and Students (3,300). Over the past year, university leaders have engaged in an assessment of the current ERP platform and whether it could support Rice in achieving its strategic goals. As the analysis continued, it became clear that technology limitations were holding business units back and introducing inefficiencies that placed a growing administrative burden on employees. After an extensive software selection, Oracle’s Cloud ERP product was selected as the platform for enabling transformation, and now Rice University seeks an implementation partner.

Potential implementation partners are invited to propose the approach and timing that, in their experience, is optimal for an organization of Rice’s size and level of complexity. In general, the goal is to replace the HR, Payroll and Finance systems over a 24-month period. Rice also uses the Banner Student solution, but replacement of that product remains out-of-scope for this

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implementation. Additionally, Rice currently uses an on-premise version of Hyperion for planning and budgeting that will be converted to cloud as a separate but parallel initiative to the Oracle implementation. Rice would like to see recommendations on implementation strategy, specifically whether a phased approach (e.g. HR before Finance) should be considered given the complexities and scope.

System Background

Rice implemented its core enterprise resource planning system (ERP), Ellucian’s Banner product, in 1993. As the university has grown, Rice has had to acquire additional applications to support digitization of its business processes in HR, procurement, expense management and other areas. Over time, this extended IT ecosystem has become cumbersome, reducing faculty and staff productivity. In 2018, as Rice was completing a difficult ERP upgrade to the Banner system, Rice started to explore options and met with a number of university peers who have moved to modern cloud-based ERP systems and were able to both modernize business processes to increase efficiency.

Functional Scope

Rice anticipates all HR, Finance, and Payroll functionality will be supported by the ERP solution. For a complete list of administrative systems in use at Rice, please refer to Exhibit 2. Rice expects that best practices, which are sourced and referenced, and automation will be leveraged as much as possible. This would include ensuring online workflow approvals, process scheduling, and data synchronization are optimally utilized.

Business Process Transformation and Change Management: The success of this project relies heavily on the ability to transform and modernize existing business processes in conjunction with extensive change management. Clear business process redesign that aligns to process goals, configuration build, testing, and execution are needed. Rice consists of eight (8) schools, nineteen (19) divisions, both include numerous centers, and institutes, all of which are impacted by this project, therefore a comprehensive change management program that is monitored for effectiveness and altered as deemed necessary will be required.

System Replacement: Unless otherwise specified, Rice anticipates the following systems to be replaced by functionality in the ERP system; however, depending on scope, system capability, and solution design, others not on the table below may also be impacted.

Function Functional Area System

Finance Core financials, Accounts Receivable Banner

Finance Accounts Payable Banner, AP Director

Finance Procurement / P2P SciQuest Jaggaer, Rice

Marketplace, Banner

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Function Functional Area System

Finance Grants and Research Accounting (post award)

Banner

Finance Banking and cash management Banner

Finance Travel and expense Reimbursement Concur

Finance Capital projects FAMIS *(see concurrent

projects – below)

Finance Asset management Banner

Finance Financial reporting Banner

Payroll Time & Attendance Custom Solutions

Payroll Payroll Banner

HCM Compensation Banner, MarketPay

HCM Core HR Banner

HCM Faculty specific HR functionality No current system

HCM Position Management PeopleAdmin

HCM Recruiting/Applicant Tracking System

PeopleAdmin

HCM Onboarding PeopleAdmin

HCM Benefits Benefitfocus

HCM Talent Management No current system

HCM Learning Management No current system for staff.

Canvas used for some functions.

HCM Performance Management No current system

BI / Reporting

• Executive reporting and dashboards

• Regulatory and financial reporting • Ad Hoc Reporting

Banner / Multiple. Institutional data warehouse is in place. Tableau and Argos used for visualization and reporting

Legacy System Migration: Rice’s current Banner database for HR/Payroll/Finance is approximately 330 GB. Migration (or conversion) of Banner data into Oracle will need to be assessed and migrated where deemed necessary. Additionally, other systems may also require data migration.

Integrations: Rice University’s ecosystem of point solutions will require an analysis of impacted Rice systems and an assessment of integrations which can be eliminated and which will need to

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be built. As Rice has begun transitioning key integrations to leverage the capabilities of MuleSoft, many of the more straightforward integrations will be greatly simplified. Rice would look to the implementation partner to assist with integration build as well as determining what the appropriate technical tools approach should be, leveraging the Oracle investment to its full potential. Integration with Rice’s Identity and Access Management (IAM) program will also be necessary.

System Automation: Rice is wanting to optimize processes by embracing latest technology such as AI-powered solutions, digital assistants (chatbot), mobile functionality, and blockchain functionality. As business processes are redesigned, these concepts should be baked in where applicable.

Complements to Oracle: Due to additional required functionality, Rice University will require the implementation and integration of other products in order to address needs. Known other products to be implemented include:

• Employee Compensation Compliance - will be necessary as part of the Grants and Research Accounting (post award) functionality.

• Endowment Management - Rice will also require the assistance with the selection and implementation of a solution that fully integrates with Oracle to account for endowment management.

Hyperion: Rice currently has an on-premise installation of Hyperion. With the Oracle implementation, Hyperion will need to be migrated to the latest version in the cloud. This will need to be priced separately along with a recommendation on timing for implementation.

Concurrent projects: A separate project to scope out a solution for the Facilities, Engineering & Planning organization (FE&P) is in progress. This solution would include capital project management, space management, and work order management. If approved, the new system would need to integrate with the ERP solution. Additionally, Rice University is evaluating the use of Interfolio for faculty search and tenure processes as additive to the ERP solution.

III. Detailed Proposal Instructions

Financial Instructions

1. Price proposals must be based on contract and business terms set forth in the RFP.

2. Provider shall bid separately the following items. If the provider does not wish to bid on all items, they must identify which items they are choosing not to respond to:

a. Oracle HCM / ERP Implementation

b. 60-days Post Go live Support for Oracle implementation. Quote what each additional month of post go live support would cost.

c. Migration of Hyperion to the cloud

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d. Implementation of an effort / grant reporting tool

e. Implementation of endowment reporting

f. Change Management

g. Archival Strategy and Execution

3. Pricing for Oracle product implementation should clearly specify the costs of each phase of the project. Bids should anticipate a go-live July 1, 2021, to coincide with the start of Rice’s Fiscal Year 2022. The project and Provider methodology should include the following components:

a. A readiness phase, where fundamental strategic, organizational, and structural decisions will be made, prior to official kickoff of system design activity. The readiness phase is considered to be an up-front investment to reduce effort once system implementation has begun.

b. A series of prototyping cycles during design, where end-users can test out their design assumptions in the system.

c. Data migration validation strategy, validation, and execution.

d. Integration build, validation, and testing.

e. An optimal number of test payroll runs. Parallel testing should be completed to the satisfaction of the Payroll leadership.

f. A solid organizational change management and communications strategy. Organizational change management is a critical component to success at Rice, so a robust methodology and equally robust oversight of the change champion network and execution is essential.

g. Two months of post-production support with an option to extend.

4. Both Provider and customer resourcing requirements and assumptions should be clearly identified.

5. Consulting service rates should be fixed for the period of the implementation. Provider should also include locked-in consultant rates for any post go-live support required beyond two months for the solutions.

6. Travel and expense, consistent with Rice policy, will be priced as a pass-through with a “not to exceed”, and with no additional administrative overhead applied.

7. Provider will provide an estimate of system implementation costs (expert system 'coaches' and other services needed) offered by the Provider or a third party. The Provider will provide final fixed price bids for the system implementation costs after final selection. These fixed price bids will cost, in total, within the estimate provided. These estimates will reflect understanding of Rice internal implementation approach and resources. Payments by Rice will be milestone-based.

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8. Provider will detail any additional costs of implementation if applicable, for example, PMO support, training modules, or testing automation.

9. Provider will provide prices for additional services should Rice University wish to procure these services in the future. Additional services that need to be purchased to achieve Rice’s desired scope should be clearly identified.

10. Rice prefers Providers to propose pricing based on the expressed preferences set forth in the RFP, and Providers are encouraged to submit their bids based on these preferences. In addition, Providers are permitted to submit alternative pricing proposals provided the RFP response clearly identify such proposals as an alternative price bid. If Provider submits an alternative price proposal, Provider agrees that Rice can purchase the in-scope solution based on such alternative pricing.

11. Rice assumes that the Provider is responsible for purchasing, provisioning, installing and maintaining secure network connections to Rice facilities as required to deliver the proposed solution.

12. All bids must contain language that clearly states bidders have reviewed Attachment 1, “Rice University Professional Services Agreement (PSA)”.pdf and note any proposed exceptions in the submissions.

Response Instructions

Rice University requests that submissions be clear and concise. Proposals should be structured using the format below. The detailed Provider response should highlight experience and expertise with implementation of Oracle Cloud Financials and HCM at higher education customers within the appropriate sections.

Section 1: Executive Summary

A one-page executive summary of the RFP response should demonstrate an understanding of Rice University’s scope and highlight key points in the bidder’s proposal. It should also highlight the key differentiators and the commitment of the Provider to Rice University.

Section 2: Company Summary

Please list the company business scope, strategic direction, core competencies and processes, organizational structure, annual financial report / rating, partner relationships, and cloud implementation expertise in the higher education industry. Please also identify key service differentiators offered by your company.

Section 3: Consulting Practice Summary

Include specifics related to your higher education cloud implementation team:

a. Five (5) year consulting employee turnover history b. Onshore / offshore consulting and developer model, and offshore locations that will be

used

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c. Average number of years of Oracle Cloud implementation experience, by functional area, for each career level that will be represented on this project (e.g. business analyst, manager, developer)

d. Average number of years of Oracle Cloud Financials and HCM implementation experience at your organization overall

e. Number and names of higher education clients in the past 5 years where your company facilitated organizational change management

Section 4: Solution Detail

Clearly describe the services that you intend to provide in response to this RFP and how you intend to provide them. The Provider should demonstrate an understanding of scope, and fully describe the approach, the proposed percentages of on-shore and offshore resources, how general risks (e.g., geo-political, natural disasters) will be managed, and detail any Provider proprietary software or methodologies must be disclosed in the proposed solution. The Provider should document all assumptions in solution design and project delivery, in both the RFP response as well as all ongoing financial and operational considerations.

Section 5: Governance

Clearly describe the proposed management and governance model that will be used to ensure that the responsibilities of all parties are performed in accordance with the project scope and deliverables. The Provider should propose an organizational structure, and define both its own roles and responsibilities, as well as the roles and responsibilities that Rice is expected to perform throughout the duration of the project. The Provider should also describe its Project Management / PMO approach, structure, and function. Further, the Provider should document its quality assurance approach and deliverable acceptance process.

Section 6: Implementation, Testing and Migration Proposal

The Provider’s implementation, business process redesign methodologies, testing, and migration strategy and activities should be clearly outlined. Migration success is critical to the success of this effort. The response should include a description of how the potential systems will be migrated into the solution, data conversion and remediation methodology, testing and QA approach, and a plan for achievement of key milestones. Clear understanding of how data will be validated such as parallel payroll testing approach. Further, Provider should include a description of how implementation, testing, and migration progress will be measured and signoffs will be managed.

Provider should also outline general implementation considerations, such as the readiness phase, post go-live implementation support, ramp down, and warranty expectations. Additionally, Provider should identify any other requirements for a successful implementation, such as working environment, sequencing, or other factors not previously addressed.

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Section 7: Resource Risk Management

The Provider should detail risks and risk mitigation strategies related to resourcing and extended migration and transition efforts, as this program will be very complex and loss of key resources inflicts both tangible and intangible costs. It should explain how costs, resources, and timelines associated with these types of delays beyond the defined timeframe will be addressed.

Section 8: Organizational Change Management

The success of this initiative will be heavily determined on the success of the program’s organizational change management capability. Provider should include the following items relating to guiding faculty and staff through an organizational transformation:

a. Provider’s proposed organizational change management approach b. Options for organizational design and a steady-state operating model c. How best practice is determined (sources leveraged) d. Cloud implementation lessons learned through previous transformations in higher

education institutions: staff, faculty, and departmental administrators

Section 9: Proposed Contractual Agreements

Please provide a copy of the standard contract language you submit to your clients to allow us to inspect your terms and conditions and other contract language to permit efficient exchange of any issues between legal counsel should you receive the award.

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A Microsoft Word copy must be submitted separately no later than the date specified in the Proposal Timetable. These will govern the relationship between Rice and the Provider. Your response will be considered as part of the overall evaluation of Provider’s proposal and will be a significant factor in any resulting award decision. Please refrain from “terms to be discussed at negotiations”; absence of a response to a requirement will be considered non-conforming.

Section 10: Proposed Statement of Work

A sample Statement of Work must be included in Provider response.

Section 11: Due Diligence Requirements

Please describe your requirements for the due diligence period. This may include a need for additional site visits, quantification efforts, interviews, and the like. Describe the roles and responsibilities of your team and Rice’s team. Include a simple Due Diligence project plan by milestone.

Section 12: Staffing

Submit roles and responsibilities for your implementation team as well as expectations from Rice staffing.

Submit resumes for all key onshore and offshore personnel, to include at a minimum the account/client manager, contract manager, migration manager, and key service category delivery leads. All management and leads should have held this position previously. Staffing should have Oracle Cloud experience (preferably certified), preferably higher education background, and have implementation experience with the functionality they will be implementing or the technical expertise required. They also must have applicable experience with United States federal requirements (ex: Payroll resources should understand basic IRS requirements such as W-4, W-2, and tax tables).

In addition to providing resumes for key personnel, respondents shall provide the proposed personnel chart showing proposed key staff and a summary of each key member’s high-level responsibilities. Respondents key project personnel are to be full-time and dedicated solely to the project during their assigned participation unless the Respondent provides alternative solutions that meet Rice University’s approval. No key project personnel can be added, replaced or removed without adequate notice (no less than 21 days) to the designated Rice University ERP Project Director.

Key critical personnel should also attend the presentation and Q&A session that will be scheduled. It is vital that Rice have the ability to meet and ask questions of these critical resources to get an understanding of fit and quality of staffing.

Resource Name

Role Prior Year’s Experience in Role

Role in last 3 projects

% Time Committed for Length of Project

Qualifications

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Section 13: Alliances, Partnerships and Sub-contractors

Submit a list of all relevant alliances, partnerships, accreditations, vendor statuses and levels, and subcontractor relationships that you have established and plan to use in delivering the services described in your proposal.

Section 14: Customer References

Submit a list (minimum 3) of customer references, preferably higher education, where you have delivered services similar in nature within the last 4 years.

Section 15: Sample Deliverables

The Provider should submit samples of the following:

a. Process design deliverables b. Organizational change management and communication plan c. Progress / deployment readiness dashboard d. Conversion mapping and migration strategy deliverable e. Service level agreements f. Implementation tools or best practices

Optional Appendix: Value Added Considerations

As an option, the Provider may provide an appendix that addresses potential Value-Added Services. This section should not exceed five (5) pages in length, and no appendices or additional information will be accepted.

Basis for Evaluation

Responses will be evaluated by the executive steering team, considering equally the following criteria: solution, qualifications, migration strategy, service levels, governance, industry experience, and quality of staffing.

• Overall solution design • Provider’s financial proposal and implementation approach • Industry experience and success with peer institutions that have implemented similar

scope and level of transformation (references will be checked) • Migration approach and strategy with emphasis on risk reduction to Rice operations • Project governance, including status tracking, reporting, financial management, quality

assurance, risk management, and technical change management • Appropriate consideration will be made in assessing the professional experience of the

team staffing proposed by respondent

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A recommendation will then be presented to Rice’s IT Executive Committee for decision. The Executive Committee includes the Provost, CIO, VP Finance, VP Administration and two faculty leaders.

Submission Instructions

Submissions with pricing must be received by August 16, 2019 at 5:00 pm CST to the following:

• Chris Williams, ERP Implementation Director at Chris.T.Williams@rice.edu• Brian Soika, Director of Procurement at brian.soika@rice.edu.• Charlita Marrs, Technology Procurement Manager at cam3@rice.edu.

It should be noted that updates to pricing will be accepted until August 29, 2019 at 5:00 pm CST.

Right to Discontinue Process

Rice makes no commitment whatsoever that any Provider will be selected as a result of this RFP. Rice may determine, in its sole and absolute discretion, to make any decision or no decision with respect to this RFP, including, without limitation, maintaining the current status quo.

As a result, Rice reserves the right, in its sole and absolute discretion, to discontinue the procurement process, withdraw this RFP at any time, or modify the intended scope at any time. Rice makes no commitments, implied or otherwise, that this process will result in a business transaction.

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IV. Exhibits

Exhibit 1 - Oracle Cloud

Below is a list of the Oracle Cloud modules that were procured and are to be implemented.

Class Product Description

ERP

Financials

Oracle Financials Cloud offers self-service applications with a complete and integrated financial management solutions with automated financial processing, effective management control, and real-time visibility to financial results. It includes a broad suite of capabilities including general ledger, accounts payable, accounts receivable, fixed assets, cash management, budgetary control and encumbrance accounting, and the financial reporting center. Centralized accounting, tax, payment, and intercompany engines are also provided.

Expenses

Oracle Expenses Cloud is a complete solution for expense management that gives employees the easy data entry options they want and financial managers the detailed spend information and policy-driven control they need. The online and spreadsheet entry options, automated entry from trip details, along with mobile entry and approvals reduce administrative headaches while still capturing essential data for effective cost management.

Accounting Hub Oracle Accounting Hub Cloud is a robust accounting engine that integrates and aligns information from virtually any source system to consistently enforce accounting policies and meet multiple reporting requirements, giving customers the agility, control, and insight needed to run their business.

Purchasing Oracle Purchasing Cloud provides full purchase order management. The buyer and/or other University-defined personnel will have a dedicated work area that includes the assigned requisitions, orders, drafts and other assigned activities.

Provider Portal

Oracle Provider Portal Cloud is a browser-based Provider self-service solution that brings a holistic approach to Provider management by removing communication barriers between buyers and Providers. Providers gain access to a secure, integrated Provider work area that provides full visibility to transactions, offers closed-loop collaboration, and enables electronic invoicing. The Provider work area provides a summary of all actions and transactions that require attention.

Inventory Management

Oracle Inventory Management Cloud is a complete, modern materials management solution that can help you effectively manage the flow of goods across your business organizations. This true cloud solution offers accurate and real-time inventory balance visibility, efficient warehouse organization, rapid material movement, improved productivity, optimized transportation plans, and ultimately — satisfied and returning customers.

Sourcing

Oracle Sourcing Cloud is an intuitive solution that is accessible from any device across multiple platforms. In addition to managing multiple sourcing events, the solution allows participating vendors to confirm their intent to bid and respond to RFPs from within the vendor/Provider portal. Vendor responses can be monitored and calculated in real-time.

Procurement Contracts

Oracle Procurement Contract Cloud provides full contract and agreement management. The solution simplifies this process by allowing contract administrators to maintain a central library of standard clauses, contract templates and policy rules across the University.

Self Service Procurement

Oracle Self-Service Procurement Cloud provides centralized components for purchase requisitions, item catalogs, purchase agreements and buyer set up. It includes a user-friendly approach to managing employee requests for goods and services. Self-Service Procurement provides the best capabilities of an e-commerce website with the tools to control spending. The solution delivers a user experience that is similar to consumer websites. With little or no training, employees can search, use shopping lists and browse categories.

Project Contract Billing

Oracle Project Contract Billing Cloud delivers a highly flexible approach to project contract-based billing, segregating the planning and execution of project work with a comprehensive, integrated solution providing full control over contract terms, rates and limits including when and how to recognize revenue and generate invoices.

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Project Financials Oracle Project Financials Cloud takes a user-oriented approach to the critical activity of managing the financial and budgeting aspects of projects, leveraging the strengths of an intuitive interface to provide simplified planning and budgeting for superior financial control.

Grants Management

Oracle Grants Management Cloud provides for the management of the complete post-award process, from initial funding to close out. Oracle Grants Management also provides an integrated platform for managing the financial aspects of each award, while complying with institutional sponsors and internal control, billing, and reporting requirements.

EPM Planning and Budgeting

Oracle Enterprise Planning and Budgeting Cloud Service is a perfect fit for both corporate finance as well as operational planners throughout the enterprise (such as sales, marketing, HR, IT, and the lines of business.). It empowers operational planners with flexibility, scalability and the ownership to plan the way they want, while still offering the transparency and control required for corporate finance.

HCM

Human Capital Management Base

Oracle Global Human Resources (HR) provides users with information they want, allows them to take action in context of meaningful business data and understand the predicted impact of those actions. Oracle’s Global HR provides simple, intelligent navigation and allows simple completion of complex workforce processes that are easily configured to manage everything from multi-thousand-person global organizations to small businesses. Global processes, interactive organizational charts, collaborative tools, predictive analytics, and productive role defined processes are natively delivered out-of-the-box to enable a rapid deployment of critical HR functionality.

Payroll

Oracle Payroll Cloud operates using a highly scalable processing engine designed to make use of the features of the Oracle database for parallel processing, resulting in optimal performance. Payroll delivers the payroll; tax reporting and regulatory rules required to accurately process payroll and remain in compliance.

Time & Labor Oracle Time and Labor Cloud is a comprehensive, easy to use, rules-based time recording and management system designed to give you maximum visibility and control over your most valuable asset, your people.

Workforce Compensation

Oracle Workforce Compensation Cloud helps design and deliver pay programs tailored for your organization all in one application, including modeling various scenarios, gathering manager input and final reward communications. The robust configuration and integration capabilities make it the premier solution for rewarding the 21st Century workforce locally and around the globe.

Recruiting

Oracle Recruiting Cloud is a new recruiting solution delivered natively as part of the HCM Cloud suite. It enables employers to track and measure complete information about their talent across the HR spectrum. It keeps the candidate experience at the center of the recruiting process by leveraging innovative technologies such as chatbots, and modern, mobile-friendly UX to provide candidates, both external and internal, with a compelling consumer-like experience.

Learning Oracle Learning Cloud empowers your business to grow and change seamlessly with an ever-evolving global business climate. The integration of traditional, formal, compliance-based learning with modern, social, informal learning will help your organization perform to its full potential.

Performance Oracle Performance Management Cloud fully automates the performance process and provides executives, managers, and employees with valuable and immediate insight to workforce performance progression and its alignment with organizational objectives.

Goals Oracle Goal Management Cloud provides organizations a best-in-class solution to track and manage organizational and individual goals and closely align them with the overall talent management process.

Career Development Oracle Career Development provides a way for employees to identify career opportunities and maintain a development plan to bring them closer to their career goals.

Talent Review & Succession Planning

Talent Review and Succession Management Cloud enables executives and HR professionals to assess talent, evaluate macro-organizational trends, identify and mitigate talent risk, develop a leadership pipeline, and review individual talent details such as potential and risk of loss. Additionally, succession plans and talent pools are part of a seamless succession process that includes talent review meetings.

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HR Help Desk

Oracle HR Help Desk Cloud is a full case management solution that delivers quick and consistent HR services to every employee, by intelligently routing each inquiry to the right HR stakeholder. HR Help Desk makes it easy for employees to find answers to their questions from any device, and ensures data privacy and security for every employee’s unique HR needs.

Workforce Health and Safety Incidents

Oracle Workforce Health and Safety Incidents Cloud provides organizations with the ability to effectively and simply manage environmental health and safety incidents. The entire process from reporting the incidents and hazards and capturing critical information, to conducting reviews, tracking KPIs, and automating follow-up actions is dramatically simplified for all employees.

ACS Analytics Oracle Analytics Cloud enterprise service provides capabilities that include data visualization, data preparation, collaboration, business modeling, enterprise reporting scenario analysis, and mobile with customer-controlled environment creation, backup patching, and scaling through cloud tooling.

Exhibit 2 - System Landscape

Below is an overview of the Rice University systems ecosystem. Not all of these systems will be impacted by the ERP project. The “Student Processes & Systems” will remain as-is for the purpose of this RFP. Additionally, Rice anticipates that Interfolio will be included in the project scope for its faculty search and tenure functionality.

Exhibit 3 - System Description

System Description

2U Commercial Online degree program platform used for MBA@Rice

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System Description

Ad Astra Classroom scheduling

Aetna Student Health Student health insurance plan

Alma by ExLibris Fondren library services

AP Director Invoice processing

Argos Reporting Tool; Banner Finance, Financial Aid

Banner Rice University's current ERP for Financial, HR, and Student processes

BenefitFocus Benefits enrollment & Employee Self Service

Blackbaud CRM (OwlConnect) Advancement CRM with online event registration and donations

BossCars Parking registration and management

Canvas Online courses and learning management

Cayuse Research proposal development and submission

cBord Campus ID card and meal plan system

ceDiploma Electronic Diploma

Chase (JP Morgan system) Bank reconciliation, ACH payments, Check processing

Concur Travel & Expense Reporting

CourseLeaf Catalog and Curriculum Management

Data Warehouse Institutional reporting and data archive

DegreeWorks Course Planning & Degree Audit

Destiny Solutions Registration software in use at Glasscock School of Continuing Studies

edConnect Federal student aid gateway

Edgar Home grown Banner self-service for administrative functions and operational query and reporting

EMS Classroom, meeting, and event space scheduling

Esther Banner self-service for individual employee and student, HR and financial information

Faculty Information Systems Faculty annual reporting

FAMIS Facilities, Engineering & Property existing work order management system

Follett Campus Bookstore system and Provider

Grades First Student performance monitoring system

Graduway (Sallyportal) Alumni network, mentoring & career system

Handshake Career Services system

HireRight Background checks for faculty and staff as condition of employment

Hyperion Planning and budgeting

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System Description

International Students & Scholars International student & scholar record management

Kiosk & Inside Track Coaching of and marketing to students associated with Rice's online Master of Computer Science degree

LawLogix/Guardian I-9 processing & E-verify federal requirements

MarketPay Compensation survey management

Maxient International Behavioral records management/Student judicial

National Student Clearing House Degree and enrollment verification

OnBase Document management

OwlSpace Online courses & collaborative environnent (depreciated)

PI Portal / uPortal In development: portal for PI's to view information related to their grants and proposals

Rice Marketplace / Sci Quest Jaggaer Procurement

RICEWorks / PeopleAdmin Position management, recruiting, and onboarding for staff and faculty

SchedulePlanner Student course planner

Sirsi (Alma) Library services system

Slate Undergraduate, Jones School of Business, and graduate admissions

Tableau Data warehouse reporting / data visualization

Tango Affordable Care Act compliance

Terra Dotta Study abroad management

TimeCo Time clocks / time reporting for Housing & Dining employees

TouchNet Campus payment transactions

Windstar Foreign national tax software