HomeMy WebLinkAboutSolbourne Oracle pg 251-324City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
At the conclusion of the first month of production, the initial month end close is processed and
validated. At this point, the City is self sufficient and able to internally provide long term
production support. Solbourne resources are either transitioned off of the project or onto
additional City initiatives after the second month of support. Although Solbourne resources will
no longer be committed fully to the project, ongoing support can be provided in a variety of
different ways (informal remote support via email or telephone, semiannual or annual
checkups, contracted support, etc.)
Solbourne
ORACLE"
251
September 15, 2004
City of Miami
Response to RFP * 03-04-151
Enterprise Resource Planning
Software System Integrator
61. Deployment
The ERP-Si shall describe its proposed approach to system deployment. Description
should include, but not be limited to, the proposed methods, tools and techniques to
facilitate deployment and a process for deployment verification.
The system cut -over portion of the deployment is a group of highly structured and organized
activities that are documented and governed by a detailed Cutover Plan. The Cutover Plan
includes all activities related to conversions, interfaces, authorizations, system administration,
network administration, workstation administration, peripheral device management, code
migration, training, transitional policies and procedures, communications, help desk, and other
items that should be managed in the transition to go -live. The plan is developed by the
Solbourne and City Project Managers using templates and knowledge derived from hundreds of
successful systems deployments. The proven templates and approach are used as a
foundation against which the City's specific nuances are then applied. The resulting Cutover
Plan leverages Solbourne's experience to provide a sequence of activities that will mitigate
specific risks during one of the most critical points in the implementation.
To ensure that the live system is being used appropriately and as designed, Solbourne prefers a
structured approach to transactions processing immediately upon go -live. During this critical
period, end -to -end transactions are entered into the live production system during workshops in
which end users use live data and are facilitated, monitored and coached by project team
experts. This controlled approach ;to go -live ensures that the training is reinforced, that the
system is being used as designed, that new processes are being followed, and that users gain
confidence. This approach reduces frustration that may be inherent in working with a new
system.
Solbourne's proposal contains two months of post go -live support during which Solbourne
process consultants are available on site to assist the City's support team (process owners,
technical team, help desk team) and resolve issues associated with the new system and
business processes. The post go -live support will also include support not only for daily
transaction processing, but month -end close, quarter -end close, year-end close, and two
complete payroll cycles.
The foundation for the successful deployment is provided by the Change Management Plan,
which is built into the implementation methodology and executed throughout the project as an
iterative process. The plan will include City employees, whether directly affected by the ERP
system or not, and it will include appropriate messages for each segment of the organizational
structure, executives, program managers, users, and staff.
$ Solbourne
ORACLE`
252
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
6m. Oracle E-Business Suite Customizations & interface Development
1. The ERP-Sl shall describe its approach to validating the customizations to the
Vendor's standard packages to meet the requirements of the City. Customizations will
be made only when absolutely necessary.
2. Describe the proposed approach to developing any required customization and how
the Software Vendor and ERP-Si would be involved.
3. Describe the proposed approach to developing system interfaces.
4. The ERP-Sl shall describe the tools used to develop software modifications and
interfaces.
5. The ERP-Sl shall cite three examples of significant customization around the Oracle
E-business Suite's standard package in the Public Sector space. The ERP-Sl should
identify any assurances provided to the ERP-Sl's clients that the code in the
examples cited would migrate easily to the next release of the product.
The technical development tasks that require custom development either to create new objects
or modify standard objects must be prioritized according to importance, urgency, and resource
availability. This includes all custom reports, customized workflows, or modification/extensions
of source code, or existing standard reports, etc.
For these technical development items, Solbourne proposes to establish a team of City and
Solbourne resources that will prioritize development items and assign these to the appropriate
resources for completion. Since the scope of this effort is not yet definitive, and Solbourne's
role on each individual effort has not yet been determined, Solbourne proposes that our
participation in this team be 2000 hours of service for the effort to customize workflow objects,
custom reports, or modifications/extensions to source code. These hours have been included
as optional services in the cost proposal. Our experience with other public sector organizations
leads us to recommend that the City carefully evaluate items that may not be customizations to
the Oracle source code but still require technical development time. These items are much less
likely to require support through application upgrades and patching. They do, however, require
maintenance and therefore should be analyzed for the benefit to the City prior to including them
in scope. This approach has been taken in the past with successful results.
In order to provide reports to the users of the City, the project team will first gather requirements
and understanding of the intended use of the report. Standard reports and inquiries will be first
evaluated for fit, The next step will be to evaluate delivering the reporting requirements through
one of the power user toolsets that are available including Oracle Discoverer, Oracle Financial
Statement Generator, and Oracle Application Desktop integrator. The last option for delivering
reporting requirements will be to develop a custom report through the use of Oracle Reports. In
each case, the prioritization and estimation must occur to determine if project resources will be
assigned to develop the report during the project or after go -live.
One approach that has been taken by clients in the past is to defer any custom report
development (with the exception of statutory reports) until 3 to 6 months after go -live in order to
justify report development in lieu of using standard reports and inquiry functions. The logic
behind this is that the new system is expected to provide, among other things, access to
°r Solbourne
ORACLE
253
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
information through its standard capabilities and tools. Oftentimes, the product is not given the
opportunity to deliver these results because of the investment that is made immediately in
custom reports that simply mirror old reports. This direction does not incent users to learn how
information is derived out of the new system nor does it optimize the City's investment in the
Oracle system.
It will always be the objective of the project team to utilize standard functionality and
configuration, including user defined fields called flexfields, to provide necessary functionality for
the City without resorting to software modifications. The Process Consultants will propose
standard functionality based leading practices from their experience with the software and with
other public sector organizations. Workaround processes will be evaluated and compared to
the overall cost and risk associated with a customization. A third alternative is to create
externally developed objects to support the process and then feed the information into or out of
the standard applications through supported open interface tables and/or application program
interfaces (API's). The use of the Oracle custom.pll function is another possibility that can be
utilized to avoid upgrade or patching issues.
If after analysis the City chooses to move forward with a customization to the software,
Solbourne will provide the functional and technical resources to design, develop, test, migrate
and document the customizations. Included with this approach is a guide to support the
maintenance of the customization. The technical documentation associated with the
customization will include procedures on how the customization should be stored, maintained,
migrated, and tested as a result of patches or upgrades to the standard software that may affect
it, In addition, the customization will be unit tested by the development team. Unit testing
involves making sure that the code functions in a way that does not cause the system to error or
abort in any way. The goal of unit testing is to ensure that the custom objects and any standard
objects that are associated with the custom objects function without system errors. After unit
testing, the functional project team members will perform validation testing on the customization.
Validation testing involves testing the new code and the standard code to make sure that the
business requirements are met and that the inputs and outputs to the customization are correct.
The final test is to include the customization in the integration testing effort. Integration testing
involves end -to -end business process testing of which the customization is a part. Integration
testing provides a business process level validation to make sure that the custom object
performs the necessary functions to support the business process.
For requirements where modifications are necessary, the tools listed below are used by the
technical development team to code and process enhancements or modifications, as well as
interfaces, to the Oracle applications.
Oracle Developer Suite
Extensions are built using components of the Oracle Developer Suite, including Oracle Forms,
Reports, JDeveloper and Designer products —the industry's most widely used application
toolkit. These products are the same tools used to build the Oracle Applications themselves. In
fact, Oracle Forms, Reports and Designer have been used to build the Oracle Applications that
feature the professional user interface. Oracle JDeveloper is used to build the Java Server
Pages that present the self-service user interface. Oracle development standards are
documented in two manuals, which are intended to help developers create new modules, which
have the same look and feel as the Oracle Applications. Oracle Designer's generation
capabilities are so powerful that often all the forms, reports, and processing logic can be
1.1r Solbourne
ORACLE`
254
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
automatically generated without programming. The resulting extensions share all of the benefits
of Oracle Applications. In many cases, custom forms and tables are developed independently
or outside of the applications using these tools and then integrated into the applications using
Application Program Interfaces (API's) or open interface tables. These tools are gateways into
the applications that are fully supported by the Oracle Applications and are not modified during
software upgrades. Therefore, any independent custom forms or tables that are developed to
support District requirements can be integrated with the Oracle Applications without costly
maintenance. These tools can also be used to modify the standard Oracle Applications forms
and tables. This should be considered a last resort as any modifications to standard forms,
tables, or processes require special attention during upgrades.
Workflow
Oracle Alert and Workflow facilitate implementation of business rules for notification, approval,
correspondence, and routing that support the District's business processes. These tools are
configurable and can be developed so that they do not require additional maintenance or coding
during applications upgrades. Oracle Alert is an exception -reporting solution that works with the
electronic -mail system to keep users continuously up-to-date on critical activity in the
organization. In addition to sending electronic mail, Oracle Alert can run concurrent requests
(such as reports or batch processes), send a fax or page someone. It can also run SQL scripts,
or even run operating system scripts. Oracle Workflow allows organizations to model and
maintain sophisticated business processes using a graphical workflow builder. Business
processes can be defined and automated that loop, branch into parallel flows and then
rendezvous, decompose into sub -flows, and more. With Oracle Workflow, Oracle's
programming language PL/SQL can be utilized to automatically process information according
to even the most complex business rules.
Oracle Portal
Oracle Portal, a component of Oracle 9i Application Server included in this proposal, is a web -
based application for building and deploying e-business portals. It provides a secure,
manageable environment for accessing and interacting with enterprise software services and
information resources.
Key features include:
• An extensible framework that integrates web -based resources such as web pages,
applications, business intelligence reports, and syndicated content feeds, within
standardized, reusable information components called portlets. Within a portlet, these
resources are personalized and managed as a service of Oracle9IAS Portal. The District
can create its own portlets for existing web resources and can select additional portlets
from the growing catalog of third -party portlet providers. The portal framework provides
additional services including single sign -on, content classification, enterprise search,
directory integration, and access control.
• An easy -to -use, personalized interface that provides an organized, consistent view of the
business information, web content, and applications needed by each user. Portal
administrators use the browser -based control panel to selectively grant access to
applications and information by making portlets available only to specific users or user
groups. Similarly, an administrator can instantly deliver a new content to thousands of
users by simply adding its portlet to their view of the portal.
�i� Solbourne
ORACLE'
255
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
• Self-service publishing features allow end users to post and share any kind of document
or web content with other users. Knowledge workers use intuitive controls for document/
file upload, version control, page formatting/display and access control to publish and
mange their content; no technical expertise or knowledge of HTML is required. Users
with minimal development experience can build a variety of application components
(Web forms, charts, reports, etc.) that display and interact with data managed in an
Oracle database.
Oracle 9i Application Server
Whether as a web server or deploying applications, Oracle9i Application Server is a very
capable and scalable server. Now shipping with a complete array of development and
management tools, 9iAS, is the perfect choice to mate with the Internet -ready database in
Oracle 8i. The XML support across the server and tools integrates seamlessly with the support
in 9iAS as many of the components were designed to work equally well on any tier.
Oracle has packaged its generic XML components and utilities into a series of XML Developer's
Kits or XDKs, These XDKS are available in the platform independent languages of Java,
JavaBeans, and PL/SQL as well as the platform -dependent languages of C and C++. As XDKs
these components are included with a variety of Oracle products including Oracle 8i, Oracle91
Internet Application Server, Oracle Internet Developer's Suite and JDeveloper.
Just as in Oracle 8i the Oracle XDKs are included in 9iAS to aid in deployment of XML-enabled
applications and web sites. This flexible deployment capability permits developers to design
their applications placing the data processing and business logic on the most appropriate tier to
deliver the required scalability, security, performance and reliability. In fact Oracle Business
Components for Java is an XML-enabled encapsulation of just this functionality. The flexible
license and the range of supported XML technologies deliver the Internet platform that
companies need to productively build and cost-effectively deploy reliable and scaleable Internet
applications exploiting XML.
Oracle's 'Procurement supports real-time integration to vendor/supplier catalogs using industry -
standard XML and CXML transactions using 9iAS.
Discoverer
The Discoverer tool can be a very useful ad hoc query tool when used with the Oracle
Applications. Discoverer is intended to be used by the City's end user community to develop
and executive queries and reports. Its usefulness, however, depends on thorough front end
analysis. The analysis should include end user business needs, defining data elements, and
consistent naming conventions.
Solbourne will provide the City with a two week long Discoverer Workshop. The Discover
Workshop will consist of two phases. In the first phase the Solbourne Discoverer Developer will
work with the City Developer(s) to walk through the analysis of the end user business needs in
order to assist the City in creating and customize the End User Layer, assist in creating
business areas and folders, and assist the City in defining analytical facilities for end users.
In the second phase the Solbourne Discoverer Developer will work with the City Developer(s)
and end user(s) to create, modify, and refine ad hoc queries using Discoverer.
Solbourne
ORACLE'
256
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
Reusable Library
To the extent possible, Solbourne will utilize reusables, including documentation, code, file
layouts, and test scripts, to deliver interfaces and modifications for the project. We will apply
these reusables as often as possible to reduce time and risk to the project.
Oracle Applications and custom applications that integrate with Oracle Applications rely on
having their components arranged in a predictable structure. This includes particular directory
structures where reports, forms, programs and other objects are resident, as well as
environment variables and application names that allow Oracle Application Object Library to find
your application components. All Oracle Applications development standards and best
practices are followed when creating modifications.
The Solbourne technical developers in conjunction with the Solbourne and City DBA's will
create a directory structure that will be used to store custom objects during the development
portion of the implementation. This structure is necessary to maintain proper version control
and supports the development and migration to other instances where the code will be tested or
used in a production environment.
The general process for setting up the development environment starts with the creation of the
directory structure on the City's servers. Once created, the structure is documented and
procedures are developed that specify how custom objects are to be developed, stored, and
migrated from instance to instance.
The actual development process involves coding the object and registering it within the Oracle
system. Development objects such as custom applications, tables, views, forms, libraries, and
functions are used within the development process. Once developed, the objects must be
grouped and registered within the applications. Standard functions within the applications can
be used to support the custom development objects. Functions such as validation lists, user
menus, and application responsibilities can be integrated with the custom objects to support the
overall process or function requirement.
For modifications to the system, the development process involves building custom objects that
reside outside of the standard Oracle Applications environment. Integration with standard
application functionality is realized by using Oracle's Application Program Interfaces (API's) and
open interface tables. These gateways into the applications allow data to be fed into the system
with full validation and relational integrity of the data. Changes to the public API's and open
interface tables do not require recoding of any custom objects. This type of development is
designed to be fully supported through upgrades and patches. Solbourne will provide the City
with a recommended approach to validating and testing the custom development objects during
patches and upgrades.
Alterations to the Oracle Applications source code are occasionally necessary to meet unique
requirements. Again, if properly developed, these changes can be made to minimize the
vulnerability to patching and upgrades of the source code. Solbourne developers use Oracle
standards when developing alterations and attempt to minimize changes to actual code.
Through the use of an Oracle provided standard 'custom' object that can be called within the
source code but is never overwritten by patching or upgrades; proper usage of Oracle naming
standards; and the use of business rules associated with the use of APIs, post-
f Solbourne
ORACLE'
257
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
patching/upgrade analysis and retro fitting time for the alteration are minimized. Solbourne will
provide a process to the City team for identifying, analyzing, and retro fitting each alteration
made within the system.
Interface Process Overview
Just as the system must be able to utilize accumulated data from the systems being replaced,
the system must also be able to accept information on an ongoing basis from systems not being
replaced. Based on Solbourne's proposed project phasing, some of the legacy systems that are
planned for replacement will not be replaced by the time the new financial system is
implemented.
Interfaces allow data from external systems to be imported into Oracle Applications for both
real-time and batch purposes. Oracle provides standard Open Interfaces for most of the
applications modules to import information using the same full validation as if users were keying
in the data manually into Oracle Applications. Some examples of Oracle Release 11 i Open
Interfaces include the following: Journal Entry Import for General Ledger, Payables Open
Interface for importing Payables invoices, and the Open Item Interface for importing items into
Inventory. There are some cases where Oracle provides API's (application program interfaces),
not open interfaces, to import data into Oracle, such as the Activity Management Gateway for
Project Accounting.
A typical interface process flow, similar to the data conversion flow, may resemble the following.
An external system exports data to a flat file with a specific format and transfers the file to the
Oracle Applications box. A custom Oracle SQL*Loader program then loads the flat file to a
custom staging table (or tables depending on master/detail relationships). A custom program
loads the standard Oracle Open Interface tables (or calls API's) with the data in the custom
staging table. The standard Oracle Interface program then runs to load the data into the Oracle
Applications module with full validation and includes exception reports. It is possible to load the
Open Interface tables directly, but this is not recommended since the raw data would be lost
due to data mapping between the systems, which makes debugging interface issues extremely
difficult.
There are various options to physically transfer the data from the external system to the Oracle
Applications server, otherwise known as middleware. The method discussed above involves an
export program, a flat file, an FTP process to transfer the flat file to the Oracle Applications
server, and a SQL*Loader program to load the custom staging table. Another method using
database links directly between the external system and the Oracle Applications custom staging
table could be used to get the data directly into the Oracle staging area from the external
system. This has advantages and disadvantages and should be discussed within the IT
department for maintainability and security issues.
Interfaces can be set up to be fully automated, which requires coordination from both the
external system and Oracle Applications. Because of the full automation, exception handling for
the custom program pieces needs to be very prominent with good exception reporting so that
end users can quickly identify errors. Errors may include missing application setups on the
Oracle side, or new types of data coming from the external system. With the standard Oracle
Open Interfaces and API's, it is assured that the data being imported follows the same robust
validation as the Oracle Applications screens. The standard exception reports provide a
thorough listing of import successes and any exceptions. Most Open Interfaces allow the users
Ail Solbourne
ORACLE"
258
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
to correct data issues and resubmit the batches without re -transferring the data from the
external system.
Maintenance for the interfaces would be required for new types of data from the external
system, or new setups from the Oracle Applications system. In theory, if the interface exception
handling was sufficient (Le., have a separate error message for each call to the database), then
any maintenance would be minimal.
During the project, candidates for interfaces will be identified. For each of these candidates,
analysis is performed to determine whether or not the data should be brought into or out of the
Oracle application and how this should be done. The analysis involves examining the value of
having the interface with Oracle, the quality of data coming from the legacy system, the number
of records, the effort and cost to extract the data, the effort and cost to load the data, the effort
and cost to transfer and validate the data, and all related risks to the project. Once these
parameters have been evaluated for cost and benefit, the decision is made about whether or not
the interface will be developed and how.
$ Solbourne
ORACLE'
259
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
Identification
Interface Process
Interface Development Life Cycle
Analysis
Design
Develop
Extract
Program
Develop
Loading
Program
Develop
File Transfer
and
Validation
Test
Execute
Production
Data Transfer
Validate
♦r Solbourne
For development candidates where the determination is to not systematically interface systems,
the source data can be brought over manually in a summarized or detailed fashion as
appropriate. If a manual interface is determined to be the appropriate way to transfer data,
worksheets are often provided from the legacy system to assist the user with entry. These
worksheets can also be used to merge and prepare data prior to entry. Alternatively, data
conversion programs developed for the project are sometimes used as a vehicle to bring in data
files to production after go -live, especially where full automation between systems is not
justified.
For inbound interfaces, Solbourne will provide file layouts based on the data mapping for
loading the data into the Oracle system. One file layout per interface is assumed, and for
interfaces that use the same transaction, a collector approach will be taken (many sources to a
single inbound interface). Since the City understands the legacy source system's file structures
and the data transfer mechanisms already in place, it is appropriate for the City to provide the
inbound file in the layout provided by Solbourne based on a 1:1 mapping. Data transformation
will be completed within the extraction program or manipulated in a subsequent program (e.g.
cross-referencing to Oracle data elements, removing duplicates, deriving values to be loaded,
the inclusion of defaults for loading, etc.).
Solbourne will develop the programs to transfer the data into Oracle. These programs will be
unit tested by the Solbourne developer and the Functional Project Team. The loading utilities
will be furnished by Solbourne and Oracle and will be available to the City during and after the
project for developing additional data transfer programs.
it SOlbourne
ORACLE
260
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
Error handling will be accomplished through Solbourne provided, standard Oracle processing
logs and control amounts generated by the extract/transformation process. Given that the City is
responsible for the auditing of results, the validation will be the responsibility of the City subject
matter experts during the project and the City system administrators, programmers, or subject
matter experts after go -live. Error resolution will be accomplished through manual
intervention/correction.
For outbound interfaces, the City will provide file layouts based on the data mapping for loading
the data into the target system. One file layout per interface is assumed, and for interfaces that
use the same transaction, a collector approach will be taken (many sources to a single inbound
interface). Since Solbourne understands the Oracle file structures, it is appropriate for
Solbourne to provide the inbound file in the layout provided by the City based on a 1:1 mapping.
The City understands the data transfer mechanisms already in place and would be expected to
process the file accordingly. Data transformation will be completed within the extraction
program or manipulated in a subsequent program (e.g. cross-referencing to external system
data elements, removing duplicates, deriving values to be loaded, the inclusion of defaults for
loading, etc.).
Each interface that is developed will be included in the comprehensive integrated testing that
takes place in the latter portion of the Validation phase. All testing will be captured in the
detailed project plan and managed by the Project Managers from Solbourne and the City.
The following interfaces will be developed:
Interfaces to Third Part A lications
` VO _- ,P -.*Ail
illkissVihrei. F ll #Y. 1 Mitiort>;ll .:,
ERP HR to NAl MAGIC — ITD Help Desk
Trouble Tickets
lTD Trouble Tickets
Time and Attendance
ERP HR interface to and from Kronos
Timekeeper Central v4.3 time and attendance
Employee Demographics
ERP HR to Peopleware Training Tracking
system v 2.72 for employee/job demographics
Worker's Compensation .
Gallagher Bassett worker's compensation
system (Risc-fax) to ERP GL for both workers
compensation claims tapes and for employees
Personnel Tracking
ERP HR to Image Track File Folder
System/Color Bar for name, department,
bargaining unit, employee status and position
(Smeadlink v. 5.0 and Colorbar Gold v. 3.5)
Pension
ERP HR and Payroll to Pension Gold v. 2.7 for
pension information (Levi, Ray & Stroup, Inc.)
Police Internal Affairs
ERP HR to 1APro - Internal Affairs Police
Application
Dade County Folio
ERP to Tax / Customer information
MP2
Asset Management
GIS — ESRI
(Environment Systems Research Inc) ArcView —
Billing / Fixed Assets
CRM
Motorolla CSR (Customer Service Requests)
Solbourne
ORACLE'
261
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
'yl
r.
Marina Management System
Lindsey
CityView
ERP interfaces to Internally-Deve I
Ti
Personnel Tracking
Personnel Tracking
Accounts Receivable
o
P
ERP Interfaces to External Systems
ACH Transactions
Federal Reserve Bank
Unemployment Information
Lock Box
PCard Integration
x A1RR 8);
p��1p
Manages marina operations and financials
Community Development
Land management system developed by
Municipal Software
ed Systems
..� Olt •1t+ _ lyd o -: pll'catlons
Fire Notice Web -based bulletin board of official
Fire Department notices (Portal)
Police Court Liaison Tracking system for
subpoenas issued to police personnel. It also
tracks court attendance
Burglar Alarms to ERP AR for billing/invoice
information
Pirinfakietcxfiilr`iY»Irit`�+X
Automatic Clearing House interfaces to multiple
banks and financial institutions for AP Checks
using Positive Pay
Bonds
Department of Revenue
Bill payment to ERP AR
Accept Purchasing card transactions from a
single provider into Oracle AP for payment.
In addition to the optional 2000 hours of services for technical development items, Solbourne
has included another optional 1200 hours of services to develop additional interfaces that are
identified during the project. As additional interfaces are identified during the implementation,
the project team will provide functional descriptions of the integration as well as an estimate for
technical development hours to complete the work. After a complete list has been identified, the
City will prioritize the interfaces and allocate hours from this account to complete the
development. If the interfaces required by the City exceed the 1200 hours, Solbourne will
provide an additional estimate to complete the work under the agreed upon change request
process.
Customization Examples
Even with a long list of successful implementations, rarely have we seen the need to provide
customizations for our clients. Our technical developers are skilled in this area, however, and
have backgrounds in providing custom solutions. Our approach to customization is to exhaust
all other options prior to agreeing to develop a customized solution. Acceptance of leading
practices inherent in the software, process based workarounds, workflows, and even custom
forms and tables that are external to the Oracle Applications but may read data from or push
data into the applications via Oracle supported open interfaces or API's are all evaluated prior to
developing a customization to the Oracle software. Solbourne has provided technical
development and customization services, however, as listed below:
Solbourne
ORACLE}
262
September 15, 2004
City of Miami
Response to REP # 03-04-151
Enterprise Resource Planning
Software System Integrator
The City of Las Vegas (CLV), Nevada uses the Kronos timecard/time entry system to track
employee time for payroll and project costing. During the Oracle eBusiness suite
implementation, Solbourne developed customized integration between Oracle Payroll, Oracle
Projects and the Kronos system so that employee time entry data would be validated, imported
and correctly processed in the eBusiness suite. This integration allowed CLV to continue to use
their preferred Kronos solution and avoid paying for third party packaged integration software.
The custom code and objects making up this integration were registered and deployed
according to Oracle Corporation's published extension standards so that they would not be
overwritten or changed during upgrades.
The City of Englewood, Colorado purchased the Oracle Time and Labor application so that
employees could enter time in a web -deployed, self-service mode with minimal training and
maximum ease -of -use. The City's business requirements were such that the standard Oracle
T&L product could not meet their needs. Solbourne replaced several sections of the T&L user
interface and data entry/validation programs so that time entry could adhere to City policies and
procedures. This extensive application modification was created as a "bolt on" using standard,
published Application Programming Interface (API) elements from Oracle. This approach
achieved three goals:
• Ensure that upgrades from Oracle would not overwrite the custom code
• Maximize compatibility with future releases by using published, supported APIs instead of
direct (and unsupported) integration with database tables
• Take advantage of all possible pre -built validation and logic provided by Oracle as part of
the standard product.
Chicago Public Schools, the third largest school district in the U.S., has decided to deploy the
Oracle iProcurement and iSupplier Portal products to over 650 schools. Solbourne was the
implementation partner chosen for this project. Along with other project services, Solbourne is
customizing these products to adhere to CPS policies and procedures and to offer enhanced
functionality and editing to prevent improper data entry. These customizations involve all
aspects of the Oracle technology stack; Database code and objects, Web/Application services,
XML, Javascript, Workflows and user processes.
Solbourne
ORACLE
263
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
6n. System Security
The ERP-SI shall describe its proposed approach to system security, security
configuration and security administration.
Solbourne will implement Application security according to Oracle's security model. This
consists, but is not limited to, module security, database security, operating system security,
and internet security. Access to Oracle Applications is secured by discrete user accounts within
the System Administration module. Each user account can then be assigned one or more
responsibilities, which grant and restrict access to various application functions, processes and
reports. Further, these responsibilities can be restricted by business group. In the case of HR,
additional security is available to restrict users by business or position hierarchy. User roles are
defined during the process design and validation phases of the project by the functional teams.
These definitions are translated into security profiles by the project system administrator and/or
database administrators. During the integration phase, these security profiles are assigned to
user accounts and used to simulate actual transactions in the system. Documentation
templates are provided to track this user based system security. A process for administering
user accounts will be provided to the City for use or modification.
Additional security is available for all database and operating system accounts, and will be
configured to disallow direct connections to the database except where explicitly directed by the
City. It is typical for Development staff and Database Administrators to have direct database
access. Operating system accounts will be limited to the appropriate staff, typically Database
and System Administrators.
128 bit encryption via SSL will be used to secure all traffic between the external user's PC and
the HTTP server in the DMZ. Since all other traffic is behind the firewall, no additional security
is necessary.
Solbourne is not proposing that any internal traffic be secured or encrypted. Likewise, it is not
proposing that any data in the database be encrypted or obfuscated. The above mentioned
security measures meet the City's requirements.
Of Solbourne
ORACLE'
264
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
6o. Failure Recovery
The ERP-Sl shall describe its proposed approach to failure recovery.
The Oracle RDBMS provides a robust mechanism for recovering from various types of failures.
As mentioned below in the backup and recovery section of the proposal, all instances running in
ARCHIVELOG mode have the capability of point -in -time recovery by restoring from a previous
hot or cold backup, then "rolling forward" using the appropriate log files. Any instance not
running in ARCHIVELOG mode (typically non -production instances) can only be restored via
previous cold backup.
In the case of instance failure, or server failure, (sometimes called a crash), recovery up to the
point of the failure is automatic. This makes for a very forgiving system in the case of improper
shutdown, power interruption, etc.
In the case of media failure, such as HDD failure, assuming the failure cannot be corrected by
the media mechanism itself, as is the case with some RAID configurations, the instance can be
restored from a prior hot or cold backup and recovered to the desired point in time (all the way
up to the moment immediately prior to failure) by "rolling forward" as mentioned above. This
assumes ARCHIVELOG mode. If this is not enabled, perhaps in the case of a non -production
instance, a cold backup will have to be restored.
In the case of user error, the point -in -time recovery method is especially appropriate. Should a
user make an error in a production database, such as dropping a critical table, the only way to
recover it may be via point -in -time recovery, immediately prior to the error. Note, this is not
typical, as few users (the DBA, perhaps a few Developers) have this access. Also, backups are
generally taken before large-scale system modifications.
$ Solbourne
ORACLE`
265
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
6o. Disaster Recovery
The ERP-SI shall describe its proposed approach to disaster recovery.
Disaster Recovery of the RDBMS and Applications should fit into the City's existing Disaster
Recovery Plan without any changes. This Plan should accommodate for sufficient data
retention, the rotation of tapes to offsite storage, and the potential availability of replacement
hardware for critical systems. Solbourne will assist the appropriate City staff in determining
where the components of the RDBMS and Applications fit into the City's existing plan.
air Solbourne
ORACLE'
266
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
6q. System Capacity
The ERP-Sl shall describe its proposed approach to system capacity, including:
9. The process to be utilized to ensure appropriate capacity of all components of the
system, including hardware, software and network components.
2. The methodology, tools and type(s) of data required to conduct periodic and
ongoing capacity planning. This includes a description of whether the ERP-Si is
using automated tools or an established industry standard capacity methodology
or model.
3. The content and source(s) of data to be utilized for capacity planning.
4. The proposed approach for data archival based upon the ERP-S1's experience.
State the reason for the approach.
5. Past and ongoing experience with capacity planning. The ERP-S! shall describe
what lessons have been learned and how such lessons have been applied to the
current methodology.
System hardware components and sizing (and therefore capacity) was produced using
information provided by the City in the RFP, principally the volume of users, summary data
(such as supplier counts) and transactional data (such as expected volume of journal entries).
These volumes are used as input to Solbourne's sizing algorithms in order to design a system
that will:
a. Provide reasonable and typical online performance
b. Support the batch (reporting) processing load that is typical for a public sector
organization of the size of the City of Miami
c. Allow for data and user community growth of 5% annually over the next 5 years
d. Support adequate non -production (test, development, training) systems
e. Perform the above functions in a cost-effective manner without excessive unused
capacity
Software capacity is not an issue, since Oracle has no limitations on data volumes. Network
capacity/impact is discussed elsewhere but for overall planning purposes, Solbourne
recommends making available an average of 10kbpsluser for "core" or "professional" application
users and 20kbps/user for self-service (iProcurement, Self Service HR) users. This proposal
does not include network hardware or software components but test plans will include tracking
network performance at central and outlying sites.
We have developed our own capacity planning models, since we have not encountered a third
party model or tool that can correctly and completely size a hardware platform for the Oracle
eBusiness suite in a Public Sector environment. If Solbourne is engaged by the City of Miami to
perform an Oracle implementation, we will deliver our sizing/capacity algorithms to the City for
use in future capacity planning sessions. The hardware described in this proposal should
provide adequate capacity for the City for the next 5 years. These algorithms include the
metrics (types of data required) to perform capacity planning.
Solbourne recommends using standard Oracle tools, primarily Oracle Enterprise Manager and
Oracle Application Manager to monitor the system for "hot spots" that indicate potential
upcoming performance problems or hardware constraints. The City has licensed the
$ Solbourne
ORACLE
267
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
Diagnostics Pack for Oracle Enterprise Manager, which can be used in conjunction with the
Intelligent Agent and an Oracle Enterprise Manager repository to answer many capacity related
questions based on the accumulation of "growth over time" statistics from the City's
Applications.
While a variety of third party performance monitoring tools are available, Solbourne has found
that Oracle's own tools combined with the hardware vendor's tools, when used by someone
who is reasonably experienced, are adequate in this regard. Solbourne's methodology in
summary is to monitor performance and identify potential bottlenecks before they impact system
performance. Once a bottleneck is identified, the capacity planning cycle can begin again,
taking into account the issue that caused the bottleneck. We believe that this simple,
straightforward approach is best.
The content and sources of data utilized for capacity planning are addressed above. The RFP
was the principal source of data; this data was used in Solbourne's sizing algorithms (including
projected user community and transaction volume growth of 5% per annum) and Oracle's
generic sizing recommendations to design a system of adequate capacity for Miami's needs.
Solbourne does not rely exclusively on Oracle's sizing recommendations since our extensive
experience with Public Sector organizations and their unique processing requirements (dozens
of bargaining units with highly specialized payroll cycles, complex General Ledger chart of
account structures with high data volumes etc) has allowed us to develop a set of sizing
algorithms that are firmly grounded in real -world experience.
Basic Data Archiving functionality is included in the standard eBusiness Suite. Various third
party tools such as lnformia Archive from Applimation are available but Solbourne does not
recommend including these tools in an initial Oracle implementation for these reasons:
• The tools are typically expensive ($50,000+ implementation services) and may not offer
the specific functionality that the City wants (exactly what data is archived, to what level
of detail, in what way is it visible to users in online or report format, are images/scanned
documents associated with the archived data still available etc).
• Archiving data by purging it from the core system tables and moving it to archive -specific
tables is not usually done for at least the first five years of system usage. If a third -party
archive system is implemented, the City will need to license, maintain and upgrade and
test it continuously over those five years while gaining little or no value from it.
• Determining exactly what data can be purged and archived and in what format ("online",
optical storage, paper etc) typically involves a special project, coordinated with auditors
and legal staff, since there are many vague and open -to -interpretation guidelines and
requirements related to this subject.
Solbourne recommends deferring any detailed consideration of archiving until at least three
years of eBusiness Suite data has been accumulated and the exact purging and archiving
needs and requirements as described above have been identified.
Solbourne has performed capacity planning and performance tuning for over 100 clients with
user populations ranging from 10 to 5,000. A great number of these have been public sector
clients with the specialized requirements described above. All of our "lessons learned" have
been incorporated into our sizing algorithms so that we can design a system that gives
adequate performance without overspending on unnecessary capacity. Some of these lessons
learned are:
°+ Solbourne
ORA►CLE
268
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
• Default database parameters and 9iApplication Server parameters are never correct for
a heavily used 11 i eBusiness Suite system
• The most heavily used data schemes (and the physical disk and I/O subsystems on
which they reside) in a public sector system are Human Resources (incorporating
Payroll if that product is installed), General Ledger, Purchasing and Project Accounting
(if that product is installed). This requires special consideration for physical disk layout
• In a modern server, CPUs and memory are relatively cheap and therefore are not
typically the constraining factor. Disk I/O is almost without exception the overall
performance constraint and therefore the choice of what type of RAID hardware and
software is used on each different type of file system. This area is extremely critical to
system performance.
• Oracle patches and updates can cause performance problems at very specific points
(such as an individual online screen or report). Without an awareness of this problem, a
great deal of time can be wasted looking for problems or mis-configurations at the
overall system level.
• The Oracle core/professional user interface and the Self Service interface have very
different load profiles and require different machine resources. In a larger environment
such as the City of Miami, this is why we recommend a two-tier system if possible.
1#r So'bourne
ORACLE'
269
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
er. System Performance
The ERP-SI shall describe its proposed approach to system performance. Approach
should address how system performance will be measured throughout the life of the
Project, including the proposed methods, tools and techniques for performance
measurement.
The ERP-SI shall identify any significant performance challenges as relates to batch
processing in Oracle E-Business Suite. ERP-SI shall describe its approach to resolving
these challenges and maximizing batch processing performance.
The hardware has been sized using Solbourne's field-tested algorithms to insure satisfactory
performance in the City's environment. Solbourne also has extensive and in-depth experience
with the configuration of concurrent programs, system profile options, database (init.ora)
parameter settings and system maintenance tasks that can improve performance in the 11i
Applications. Typical examples of these configurations include Java Virtual Machine (JVM)
tuning, specialized Concurrent Manager Queue tuning to support timely execution of batch
processes, and the tuning of Database parameters to optimize the RDBMS performance for the
environment.
Tuning the Concurrent Manager Queue (batch processing) typically includes establishing the
number of Concurrent Managers to run, when the Concurrent Managers are active, and
addressing any errors that occur during Concurrent processing or printing. Also, specialized
queues can be set up so that quick running processes do not have to wait behind long running
processes (payroll for example). All of this tuning and configuration is performed via the System
Administration module.
Database performance will be monitored using Oracle tools such as Oracle Enterprise Manager
(OEM). The Oracle RDBMS tools tkprof and "Explain Plan" will be used to monitor specific SQL
sessions. During the implementation, certain forms, reports, or concurrent processes may be
flagged as poor performers, although overall system performance may be adequate. In these
cases, Solbourne will work with Oracle to resolve these one by one, sometimes through tuning,
though in most cases through patches.
These are ongoing processes performed initially by the Solbourne DBA. It is our goal, however,
to transfer the knowledge necessary to continue this process to the City's DBA.
$ Solbourne
ORACLE
270
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
6s. System Operations
The ERP-Sl shall describe its proposed approach to system operations. Description
should include, but not be limited to, a description of the proposed system operation
process that includes implementation, testing and user support.
Solbourne's approach to developing a system operations process is to work with the appropriate
City staff in an on-the-job mentoring relationship to insure that the required skills (start and stop
the database and applications, verify backups, etc.) are mastered. Solbourne will also provide
training and assistance to the City's help desk staff during the transition to Oracle Applications.
During the course of the implementation, Solbourne will work with The City to understand the
Oracle Applications environment from an operations life -cycle perspective. These tasks will
include the following:
• The development of an Oracle Applications instance management plan
• The mechanics of how to install a new Oracle Applications environment
• The mechanics of copying an Oracle Applications environment from an existing
environment to create a new environment
• An Oracle Applications maintenance and testing strategy to maximize the effectiveness
of functional and technical testing processes during scheduled system maintenance
timeframes
• A methodology for identifying and diagnosing performance issues related to Oracle
Applications
• Oracle RDBMS backup and recovery considerations and procedures
The post production system operation plan takes into consideration the following aspects of the
Oracle Applications.
Oracle Applications are installed on one or more servers, depending on the chosen
configuration, and are monitored by the City's Database Administrator. Database
Administrators also address the physical needs of the server including disk storage, network
connectivity and hardware related issues.
Oracle Applications utilize an Oracle RDBMS. Normal RDBMS management procedures
including backups, space management, and patching are required. In addition, Oracle
Applications require application patching with associated change control procedures. This
typically involves apply a patch to a Test instance before applying the patch to production. To
keep Test environments in -sync with Production, a process called "Cloning" is used to replicate
the Production environment. This is an Oracle supported procedure performed by the Oracle
Applications DBA.
The Oracle Applications DBA also takes responsibility for the "Concurrent Manager" which is the
background process that supports the batch processing environment. These responsibilities
typically include establishing the number of Concurrent Managers to run, when the Concurrent
Managers are active, and addressing any errors that occur during Concurrent processing or
printing.
$ Solbourne
ORACLE'
271
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
There is also a separate System Administration function for setting up users, grant users access
to "Responsibilities" (Actions that the user can perform), and removing users from the system.
In some environments, the DBA will also share this role.
Many sites also use a Help Desk as a central contacting point. Help Desk personnel can be
used to reset passwords, verify system printers are accessible, and create work requests for
issues they cannot address.
$ Solbourne
ORACLE'
272
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
Bt. System Maintenance
The ERP-Sl shall describe its proposed approach to system maintenance. Description
should include, but not be limited to, the proposed process for transition to the
maintenance phase, problem and modification analysis, modification implementation,
maintenance review and acceptance and deployment.
The Solbourne Foundation methodology is based on the premise that the City will support the
new system with little or no support from Solbourne. By understanding what is necessary to
support the technical administration aspects of the system, the functional processes, and the
end user community, the City can avoid future costly consulting services and the frustration
associated with a reactive and sometimes time consuming process to resolve issues. This does
not mean, however, that Solbourne will cease supporting the City upon go -live of the new
system.
Our offering includes two months of post production support including the first month end close
process. The payroll support team will be available for two full production payroll runs.
Additional year end processing support is available to the City to help with the year end process
or to address changes to payroll rules in the City's post go -five business environment.
During the Post Production Support phase we will also work to support the City's help desk
function. While we strive to train and pass knowledge on to the City's help desk team to support
the City's end user community, not every scenario can be anticipated prior to supporting the
production environment.
While not included within the scope of this proposal, Solbourne does offer support contracts to
provide consulting resources to the City at reduced rates. Depending on the City's needs,
resources can be made available on an immediate or when available basis to provide needed
support services. Information on Solbourne Support Contracts will be provided to the City upon
request.
Our commitment to the City is long term. Our first public sector implementation was in 1994 and
we are still working with this client today. We provided their original implementations of
financials and human resources and then provided upgrade services to migrate them to release
11 i. We provide a specific upgrade methodology that focuses on technical and functional
migration to the latest release.
During the implementation, the Solbourne team will work with the City to define an on -going
operations plan to support the City's system after go -live and into the future. The plan will
include a patching strategy to keep the Oracle system up to date and to avoid extended periods
system down time. The application of software patches requires a certain level of functional
testing, depending on the size and scope of the patch being applied. Solbourne will work with
the City's support team to come up with a plan that optimizes the amount of time spent patching
and testing the applications during on -going maintenance activities. Depending on the final
structure of the City's help desk, functional support team, and technical administrators,
Solbourne will work with the City to identify an optimal maintenance window when the system
can be patched and the Oracle code brought up to the latest release. The test scripts used
during the implementation can be leveraged to create core maintenance test plans that strike a
ala Solbourne
ORACLE'
273
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
balance between the time available to perform testing and those functional areas that are critical
and must be tested with each patch.
Problems identified during the testing phases of the maintenance cycle will be logged and
assigned to the appropriate City resources for resolution. The Oracle MetaLink site will be used
to log TAR's and City functional support resources will be tasked with modifications to
application configuration if necessary. Technical development items will be tested during the
maintenance cycle and modified accordingly by City Technical Developers. Documentation will
be updated and revisions to the code tracked during the process. A final approval of the test
scripts will occur prior to any migration of maintenance patches or processes to the City's
production system. This process represents a high-level approach to system maintenance. A
detailed plan will be developed during the implementation given the resources and constraints
that are unique to the City.
The Solbourne consulting team will work with City personnel during the implementation to
develop and execute an end user education program to support the go -live processes for the
City. Included within this program are not only the courses necessary to support City operations
on the first day of go -live but also a longer term plan on additional training needs that the City
will execute on its own. Again, self sufficiency in all aspects of the Oracle system is our goal.
We will deliver an education team that is fully capable of working with key City team members to
identify, develop, and deliver education to the City personnel who require the Oracle system to
complete their assigned duties.
Oracle dedicates a tremendous amount of resources to upgrading and improving their software.
New functionality and new products are released on a regular basis. Our team will work with
the City's support team and process owners to identify and understand any new software
functionality that is being released. This information is readily available through Oracle's
MetaLink Support site.
Solbourne can support the City in the implementation of new Oracle modules or subsequent
work efforts. Training on new applications released by Oracle is available through Solbourne's
Education group. During the implementation, Solbourne will review the available applications
within the Oracle product suite that may be beneficial to the City in the long term. If the City
wishes to become proficient or include a new application in their business process, Solbourne
offers a variety of services including custom project team training, modular implementation, and
end user education. These services are not included within the scope of this proposal,
however. Solbourne will provide more information on these services at the City's request.
!Ir Solbourne
ORACLE`
274
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
6u. Backup and Restore Capabilities
The ERP-SI shall describe its proposed approach to Backup and Restore the Oracle E-
Business Suite and its related data. The proposal should include the following:
1. Fully describe the backup approach including ERP-SI recommendations, and
explain any restrictions on access or system functions during this process.
2. Are all system functions (inquiry and update) available during backup? Explain.
3. Can the system perform incremental backup?
4. Can the system backup specified data or applications (as opposed to complete
disk image)?
5. Provide benchmarks for a complete backup of all data.
6. Describe an circumstances under which the system is unavailable to users.
7. Describe if the software and hardware currently owned by the City will be
sufficient to support the new Oracle E-Business Suite.
The Oracle RDBMS provides for point in time recovery when running in ARCHIVELOG mode. It
is our recommendation that all production instances run in ARCHIVELOG mode. Non -
production instances, due to their less sensitive recovery requirements, usually do not require
point -in -time recovery. When running in ARCHIVELOG mode, "hot" backups of the database
are made possible. "Cold" backups are always possible. During hot backups, all functionality of
the application is accessible. During cold backups, none of the functionality of the application is
accessible.
Solbourne will work with city staff to implement an industry standard backup plan of weekly cold
backups along with nightly hot backups of the database. This can be done with Oracle standard
tools (scripts, RMAN, etc.)
The applications code, along with the operating system, has no special backup requirements
and should be included in the City's existing enterprise backup schedule. Provided the City's
existing backup hardware has the capability to absorb the amount of data generated by the
above mentioned backups, no additional hardware will be required. Additionally, the City's
existing backup software should be sufficient, though licenses for each server to be backed up
may have to be procured.
Concerning incremental backups, when backing up Oracle Applications, only the database
requires special handling. The database datafiles are backed up either by a cold (system
down/unavailable) backup or a hot (system up/available) backup. From this point, until the next
hot or cold backup, all of the database redo log files are archived and backed up. So, no, the
database cannot be backed up by using the textbook definition of incremental backups, though
point in time recovery is still available. However, the application file system (what we generally
refer to as the code tree and application binaries, or "tops and homes") can be backed up by
incremental means. Significant changes do not happen to the application file system, as files
are typically only changed by patches and customizations. The only exceptions to this are '
process and report output and log files which are written to more or less constantly. For this file
system, a reasonable backup plan of weekly full backups and nightly incremental backups might
1 Solbourne
ORACLE'
275
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
be implemented. In this scenario, reasonable point -in -time recovery is available, though tapes
are conserved through the use of incremental backups.
The highly integrated nature of the Oracle Applications requires that all modules be backed up
together. No provision is made for backing up single modules, or combinations of modules.
When restoring an instance, the database datafiles and application file system should be from
as close to the same point -in -time as is possible. If the time of available backup is sufficiently
different, the DBA can generally accommodate for any synchronization differences in the way of
patches by applying them to the applications file system or the database datafiles to "catch up"
whichever is lagging.
1r Solbourne
ORACLE'
276
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
6v. Data Conversion and Archiving
The ERP-S1 shall provide a detailed description of its proposed approach to data
conversion. The City will assist the selected ERP-SI in identifying the automated links
and key fields associated with the files to be converted. The City will identify the best
way to provide data in the most recommended format. The ERPSI must rearrange the
City's data format to match the new DBMS file organization.
All associated conversion costs shall be included in integration Services Costs portion
of this document.
Conversion is a key component in the implementation of the new Oracle system replacing the
City's legacy system. The best implementations consist of multiple discrete small steps with
each step being independently validated. Each step will in itself contain multiple tasks.
Conversion is no different.
The system must be able to utilize accumulated data from the legacy systems being replaced.
The migration from the existing systems must include any necessary modifications to existing
systems, which are not being supplanted by the new system, as well as any necessary data
conversion and importation to provide historical views.
Based upon Solbourne's experience and industry knowledge, we have identified specific
candidates for conversion. Solbourne in collaboration with the City, for each of these
candidates, will perform analysis to determine whether or not the data should be brought into
the Oracle application and how this should be done. The analysis involves examining the value
of having the data in Oracle, the quality of data coming from the legacy system, the number of
records, the effort and cost to extract the data, the effort and cost to load the data, the learning
opportunity associated with manual data conversion, and all related risks to the project. Once
these parameters have been evaluated for cost and benefit, the decision is made about whether
or not the data will be converted and how,
Solbourne's approach to data conversion consists of these major steps:
1. Map data elements between the City's legacy and the Oracle application
2. Clean Legacy data
3. Combine multiple sources into legacy extract data
4. Extract/Transform legacy data into Oracle format staging tables
5. Load staging tables into Oracle database. A custom program loads the standard Oracle
Open Interface tables (or calls API's) with the data in the custom staging table. The
standard Oracle Interface program then runs to load the data into the Oracle
Applications module with full validation and includes exception reports. It is possible to
load the Open Interface tables directly, but this is not recommended since the raw data
would be lost due to data mapping between the systems, which makes debugging
conversion issues extremely difficult.
6. Validate content between legacy & Oracle application
$ Solbourne
OI?ACLE°
277
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
The following high level data flow model identifies these conversion steps.
Data Conversion Process
Identification
Data Conversion Development Life Cycle
Analysis
Design
Legacy
Data Map
Clean
Legacy
Data
Develop
Extract
Pro( ram
Extract &
Transform
Legacy
Data
Develop
Loading
Program
■
l}tilize
Application
Desktop
Integrator
Load Target &
Validate Structural
Inte . rit
Execute
Production
Data File
Validate
Solbourne
Solbourne will provide the City with a two day long Data Conversion Workshop where the
Solbourne Technical Developer will work with the City Technical Developer(s) to walk through
the analysis, design, development, and testing of Data Conversion Toads. The outcome of the
Workshop will be knowledge transfer and development related to at least one of the actual Data
Conversion elements for the City.
In addition, through the use of the tightly integrated Application Desktop Integrator (ADI)
component, journal entries, budgets, budget adjustments, and fixed assets can be uploaded
and downloaded between Excel and Oracle easily without technical development work,
which is significant given the extensive amount of conversion activity expected in this area.
For conversion candidates where the determination is to not convert data (i.e. payables history),
the legacy system or hard copy reports are often used for historical inquiry. If a manual
conversion is determined to be the most effective way to convert data, worksheets are often
provided from the legacy system to assist the user with entry. These worksheets can also be
used to merge and prepare data prior to entry.
Conversion Development Scope
Solbourne will instruct on and demonstrate the use of tools to develop conversions in a
supportive, collaborative environment. This is done through the use of workshops and
interactive development. The workshop approach, described below, enables City resources to
$ Solbourne
ORACLE`
278
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
learn the necessary tools while completing actual development tasks. Upon completion of the
workshops, City resources will be expected to assume responsibility for developing required
technical components for the project, working side by side with consultants who are also
developing other components in an interactive fashion.
It must be kept in mind that technical development tasks will require the assistance of the
functional team to help with data mapping and to ensure that business process requirements
are being met. Technical and functional resource constraints and organizational priorities must
be taken into consideration when the technical scope is developed.
Data Transfer Workshop - Data Conversion
Solbourne offers a two day long conversion workshop for City Developer(s). The workshop will
follow the technical project team training in order to leverage learning from the formal
application vendor courses and provide a transition from formal training to working
autonomously in meeting project deadlines to develop conversion programs. The workshop will
be lead by the Solbourne Technical Developer.
Roles and Responsibilities for Data Conversion
Conversion development will require project team members' active participation working in a
collaborative environment. Solbourne will assume a consultative, leadership role in which we
will advise and assist in the development of conversion programs. Solbourne brings its
experience to the conversion development effort; while involving the City in every step to
optimize the City's ability to be self-sufficient after implementation.
The table below depicts the responsibility between the City and Solbourne.
Conversion Responsibill
Process
Identify, and analyze candidates for
conversion.
City
Responsible
Solbourne
Assist
Design the Conversion program(s)
Assist
Responsible
Data Mapping
Responsible
Assist
Data Cleansing
Responsible
Data Concatenation
Responsible
Assist
Export data from external system to a flat file
with a specific format and transfers the file to
the Oracle Applications box.
Responsible
Assist
Transform Data
Responsible
Assist
Develop loading program(s)
Assist
Responsible
air Solbourne
ORACLE'
279
September 15, 2004
City of Miami
Response to RFP * 03-04-151
Enterprise Resource Planning
Software System Integrator
Process
City
Assist
Solbourne
Responsible
Load Data
Validate
Responsible
Test
Assist
Responsible
Review Exception reports and take necessary
corrective actions.
Responsible
Assist
Execute in Production
Assist
Responsible
Validate in Production
Responsible
Conversion Strategy
Conversion strategy encompasses high-level mapping, loading, testing, and cutover. In high-
level mapping, the City must consider the architectural differences between the legacy and
Oracle application and define the mapping of major entities such as 'Employee Type'. In
mapping, should the City map one LEGACY 'Employee Type' to one Oracle 'Employee Type'?
Is this rule uniform for all Employees' that are of that particular 'Employee Type'? The decision
impacts how to extract, load, test data and ultimately affects long term business processes.
Another issue is the 'quality' of data to convert. First of all, if the 'quality' of the data is poor,
would you want to populate the new Oracle system with bad data? A conversion strategy is the
foundation to a successful conversion, and a successful conversion is paramount to a
successful implementation.
The conversion cycle (In Test and Production instance) will provide two iterations to ensure
clean information. The proposed data conversion cycle is as follows:
1. Initial load of the data
2. Errors and messages from the new Oracle system will be provided
3. City personnel will resolve issues in legacy system or extract programs
4. Second load of the data
5. Errors and messages from the new Oracle systems will be provided
6. City personnel will resolve issues in legacy system or extract programs
7. Final load with no errors
Step 1 — Data Mapping
High-level data mapping is defined as part of the conversion strategy. Detailed mapping
consists of equating every data element in the Oracle application back to a data element in the
City's legacy system, and vice versa. The outcome of this exercise should be documented in a
backward -forward mapping spreadsheets. In backward -forward mapping, each target field must
be identified both by the data base location and the screen location. This facilitates testing by
the users. Ideally, there is a one-to-one match between the two systems. Unfortunately, this
rarely happens due to different architectures. Some Legacy elements will not have a match;
$ Solbourne
ORACLE'
280
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
many Oracle application elements will not have a match. Every field should be categorized by
type of match:
1. convert as is,
2. not converted,
3. transform (associate it to a rule),
4. data created (e.g. Oracle application requirement but not found in the City legacy
system),
5. no match -do not fill.
Data mapping, cleaning, extraction and transformation are all interrelated. Any change in
requirements could affect one or all of these steps.
Step 2 — Clean the Legacy Data
When performing data cleansing, you must consider two types of data clean-up: static and
dynamic. Static clean-up is easier and is only a correction of historical data such as incorrect
addresses or phone numbers. Dynamic clean-up is more difficult because it is concerned with
ongoing problems created due to integrity or processing issues with the legacy system. This
data can not be corrected completely since the legacy system continues to create this bad data.
Most of the time, this data is cleaned as a result of the extract process itself or in -post
production manually.
Step 3 — Build the Legacy Extract
This step is used when multiple sources exist such as an amalgamation of functional subsystem
data. If the decision is to 'convert' all of this data into the Oracle application, then the process of
compiling this data into one data set must be defined in the conversion strategy.
Step 4 — Extract and Transform the Legacy Data
Data extraction and transformation is a programming effort that executes the strategy in
accordance with the detailed mapping rules. Programs or scripts must be designed, coded, and
run. Ultimately they must be tested. Testing and verification must include static counts,
transaction amounts, and transformation rule validation. Finally, the extract programs must be
tuned so they can run in a specified time frame (e.g. the entire conversion in a 3-day weekend,
including loading and testing).
Step 5 -- Load the Target Data Base
The key is data integrity and an assurance that all data is correctly loaded.
Step 6 — Validate the Target Data Base
Validation is not a one-time event. It must be part of every conversion step. Like most of the
preceding steps, validation is an iterative process. In addition to validating record counts, and
financial totals, knowledgeable users should manually validate data.
After the data has been validated, the system processes should be run against the data. Ideally,
a pseudo parallel test will be executed. Typically, the major processes will be ran against a
snapshot of the legacy system. This is complex and time consuming but worthwhile. Ideally, at
the end of each process you will be able to match the results to the legacy. The intent is to
Solbourne
ORACLE
281
September 15, 2004
City of Miami
Response to RFP # 03-44-151
Enterprise Resource Planning
Software System Integrator
understand the differences, identify and correct possible problems, and to test the new business
processes (e.g. how the City uses the input/output of the new Oracle application).
Candidates for Conversion:
Multiple methods for converting data exist during implementation. Through the use of the tightly
integrated ADI component, fixed assets, general ledger balances, and budgets can easily be
uploaded from Excel to Oracle without technical development work. This is sizeable given the
certainty of conversion activity in this area.
$ Solbouri
ORACLE`
282
September 15, 2004
City of Miami
Response to REP # 03-04-151
Enterprise Resource Planning
Software System integrator
Per our experience with Oracle Applications and with city and county governments, we are
anticipating that the following conversions will be required to support the Oracle Applications:
• HRMS
22. General Active Employee Information
23. Addresses
24. Assignments
25. Salaries
26. Contacts
27. Dependents
28. Beneficiaries
29. Current benefits elections
30. Phone data
31. Federal tax rules
32. State tax rules
33. Supervisors
34. Payment methods
35. Default costing segments
36. Balances
37. Positions
38. Jobs
39. 2 Extra Information Types (EIT)
40. 2 Special Information Types (SIT)
41. General Active Retiree information
42. Active Rehires
• Accounts Payable
1. Suppliers
2. Outstanding Checks
3. Open payables invoices
• Accounts Receivable
1. Customers
2. Open receivables invoices
• Grants & Project Accounting
1. Project to Date Expenditure / By Expenditure Type
2. Grants/Project-based historical transactions for open Grants/Projects
• Supply Chain
1. Item Master
2. On Hand Balances
• Requisition and PO Processing
1. Open purchase orders. All purchase order lines that are partially open will be
loaded as net open quantity
For each of these candidates, analysis is performed to determine whether or not the data should
be brought into the Oracle application and how this should be done. The analysis involves
examining the value of having the data in Oracle, the quality of data coming from the legacy
system, the number of records, the effort and cost to extract the data, the effort and cost to load
the data, the learning opportunity associated with manual data conversion, and all related risks
al Solbourne
ORACLE°
283
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
to the project. Once these parameters are evaluated for cost and benefit, the decision is made
about whether or not the data will be converted and how.
Conversion candidates that are identified after the start of the project must be soaped and
approved by the City and Solbourne prior to the start of the work.
Archiving
The Oracle Applications contain purging and archiving tools to support the removal of
data from core transaction and master data tables. The Oracle database is capable of
storing a tremendous amount of data and therefore, depending on the needs of the City,
some of this data may be retained. Based on our experience, archiving should be
evaluated after the City has been in a productive environment for an extended period of
time. Performance of the database and record retention policies should be examined to
determine potential purge or archive candidates. Solbourne will work with the City to
help identifv the available purse and archive programs within the standard Oracle
applications and will educate the core City team on the use of these tools. Our
recommendation, however, is to evaluate the standard Oracle purge and archive utilities
as well as the performance of the database and the Cltv's data retention requirements
prior to considering any third party archiving packages.
$ Solbourne
L}R/�CLE
284
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
6w. Testing
The ERP-Sl shall describe its proposed approach to System Testing. The selected ERP-SI
for the Project must anticipate extensive participation in the testing process by
representatives from the City. The City will participate in conducting the tests and
assessing test results. In addition, complete the table below based on your proposed
approach.
The two primary goals of the testing process within the Solbourne Foundation Methodology are
validating business process requirements and knowledge transfer to the City. The City's
approach to participation in the testing effort is a good fit with our testing approach. Self
sufficiency is attained through knowledge transfer and understanding of the new system and
processes at the City. Knowledge transfer is attained through formal education (project team
training) and informal education through continuous use of the new system during the test
phases of the project. Functional teams working together to transfer knowledge and learn how
the new system will support the City work best when they are on site together. Based upon the
City's size and the focus on system performance, performance testing will also be an important
test cycle during the project. The testing phases of the project are critical to properly prepare
the City to transition the system to a production environment, document processes, and to
prepare for educating the City's end user community. Due to the critical nature of these tasks,
Solbourne provides all testing services on site with City project team members.
Solbourne's approach to testing begins during the Validation phase of the project. The detailed
business process requirements have been gathered and the data conversion, interface, and
modification analysis tasks have been completed leading up to the Validation phase. The
primary objective of this phase is to design, configure, and validate the business solutions that
satisfy the business process requirements gathered during the process design phase.
Resulting from this phase will be a fully configured and tested system.
The Functional Team members will modify the Foundation system to meet the specific needs of
the City. The Solbourne team will perform basic unit tests of standard system functionality to
ensure the basic transactions and forms are functioning prior to engaging the City's functional
team. The Solbourne and the City project team will then perform system validation testing. A
critical focus of this phase and the overall methodology is knowledge transfer. We strive to
educate City team members and key personnel throughout the implementation process. With
this in mind, the validation/testing process will occur in conjunction with the project team training
process. Our experience indicates that project team participant's best learn the functionality of
the software by using it to execute their own business processes. Solbourne's project team
education program integrates the learning and validation processes through highly focused
sessions with small teacher to student ratios. As team members learn how the software
functions, they apply this new knowledge to their existing business process requirements.
Through an iterative process, the software is configured and tested until the requirements within
the scope of the project are met.
interfaces, conversions, modifications, and reports specified during project scoping and process
design are being designed and developed by technical and functional resources in a parallel
activity to the validation cycles. During the validation phase, interfaces and conversion
programs are developed and City legacy system data extractions are written. As development
proceeds, the programs are unit tested to ensure that the City's data is valid. Full data
!� Solbourne
ORACLE'
285
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
conversion testing does not occur until the integration phase. The conversion and interface
template and requirement documents are the tools that are used to manage the overall
development effort. Other technical development objects are unit tested by the developers
during validation to ensure that the code functions without errors and that basic inputs and
outputs are being accepted and generated,
At this point in the project, the City team members have a solid understanding of how the
software functions in relation to their business processes. During the learning process, system
reports and queries are used to support business processes. Reports that do not exist on the
standard system are identified and listed on the reports inventory. If a specific number of
custom reports have been included in the scope of the overall project, the City prioritizes the
reports for development. In addition, functional team members work with technical report
developers to design the custom reports.
Following validation testing is the integration phase of the project. During the integration phase
of the project, the fully configured system is tested under realistic scenarios. The focus of the
validation phase is to ensure that individual functions within the software meet the requirements
of the City business processes. In the integration phase, all functions are brought together to
ensure that business processes are fully functioning and that all areas within the organization
understand the "touch points" between functional areas. To support this conference room pilot
or integration test cycle, Solbourne will deliver an integrated test plan that will lead the City
through the testing process. Each functional area will complete this portion of the project with a
solid understanding of where they fit into the overall, integrated business process. Any custom
reports, interfaces, and modifications that are required to support the City's business process
are included within this testing. The goal is to simulate the City's business environment on a
smaller scale than a live production situation. During the integration phase, the functional team
will sponsor a user acceptance testing activity. During acceptance testing, focus group
members and other key members of the City are invited to test drive the system using the user
procedures and test scripts developed during the project. User acceptance testing is intended
to identify any additional exceptions or potential issues that may be encountered when rolling
the system out City wide. In addition, they user acceptance testing is a way to support the
change management effort by allowing end users to "preview" what is coming for them. User
acceptance testing is a one on one activity as these end users are not formally trained on the
new system but are given the opportunity to perform some transactions in the system.
In parallel, the conversions, interfaces, and custom report development tasks are completed.
During this phase, full data conversions are executed within instances that closely resemble the
City's production system to ensure that all legacy system data is ready for upload. Interfaces to
existing City systems are fine-tuned and tested in preparation for cutover to a productive
environment. Custom report development efforts are finalized and tested by City functional
resources to ensure that the reported data is correct. All technical development items are
included within the business process testing.
The City has requested that Solbourne provide substantial assistance with stress/volume testing
of the system, including a commitment to meet agreed upon performance metrics. Solbourne's
position on this item is as follows:
• Solbourne, as the implementation services provider, cannot alone provide a contractual
commitment to the total system performance — this is a joint responsibility that requires
input of multiple parties (hardware vendor, network vendor, software provider, desktop
Solbourne
oRA►CLE"
286
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
provider and customer). Each party possesses specific expertise on the methods to
install, configure, tune and monitor their supplied products to run the Oracle
applications. The specific application performance cannot be isolated from these other
elements, but must be addressed as one integrated entity with interdependencies.
• It is premature to address the various components associated with system performance
before the finalization of the associated specific technical architecture requirements.
• Solbourne's scope of services and associated price does not include turn -key
responsibility for overall system performance and the management of all the various
parties and components related to system performance and monitoring.
• System performance comprises initial sizing estimates, installation, configuration and
ongoing monitoring and management to maintain consistent, reasonable and predictable
performance across all components of the technical architecture. There are a significant
number of variables across all of these components that affect system performance.
As part of the implementation process, we will provide our expertise and a structured approach
to document the production environment architecture requirements through both the Technical
Architecture consulting services/deliverable and providing access to white papers, configurators,
sizing tools and related information that has been produced by hardware firms and Oracle
specific to the Oracle E-Business suite,
I'.Itl' Software Systems Integrator Sotlxnurnc
littilallaliun!Intcgralion!'fcsting Services
Describe Set vices Below
System Testing occurs during the Integration
Phase of the project and involves performance
testing to make sure the system responds
reasonably during periods of heavy transaction
processing. City and Solbourne technical and
functional resources are involved in this
activity.
Application Software Application Soli WW1'
flours ( )n-Site lours 0f1-Site
300-350 Hours
Ir Solbourne
ORACLE'
287
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
Fl I' Suit ware Systems Iniegrntlur Sullwurne
InstallationlInlettration/'1'eslin !, Services
Describe Services Below
Conference Room Pilot /
Integration Testing occur during
the Integration Phase of the
project and involves testing the
business process from end -to -
end. This testing includes full
conversion, interfaces and all
other technical development
items and is a simulation of the
City's business processes in the
new system. The city Process
Owners and Focus Group
members are primarily
responsible for conducting this
testing with the support of the
Solbourne Process
Consultants. The City
resources are solely
responsible for verification of
the test results as the City must
obtain a comfort level that the
system is functioning as
needed.
Application Solt ware Application Software
looms ( )ri-Silo
3500-4000 Hours
User Acceptance Testing
occurs during the Integration
Phase of the project and
involves bringing in Focus
Group members or key City end
users to review and "test drive"
the newly developed processes.
End to end business process
testing occurs here and utilizes
scripts that are specific to the
City developed by City team
members or prescribed by City
auditors. At this point in the
project the City's Process
Owners are becoming more self
sufficient. Therefore the
Solbourne resources will be
used for support only as a last
resort.
As Needed Over a
10 Day Period
four,, Ol -Site
Jai Solbourne
ORACLE'
288
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
Ei r Software Systems Integrator Stallion rue
Instal latirm/intcgrationl'fcsling Services
I )c5crillc Services 13cIow
Unit testing occurs during the
Validation and Integration
Phases of the project and
involves testing enhancements
and technical development
items to make sure that the
code is functioning without
errors. In addition, functional
validation testing of the initial
prototype configuration is
included within unit testing.
Regression testing occurs
during the Integration Phase of
the project and involves testing
the functionality of technical
development items to validate
the designed functionality and
to ensure that the objects
function within the overall
business processes for which
they were developed.
Regression testing also
includes testing of custom
development objects for
functionality after patches or
upgrades to the software occur.
Regression testing is an
ongoing process after go -live
whenever patches are applied.
Total Installation/integration/Testing
Services Proposed
Applicarliorr 5ollnars4• Aiculion Scfltwarc,
Iourx t)n-Site
1750-1800 Hours
1900-1950
lours ( I -Silo
INN
The ERP-SI should recommend any automated tool to be used for intensive system
testing.
All the leading hardware vendors in coordination with Oracle and third party performance tool
providers have developed a wealth of information regarding benchmarks, configurations, sizing
engines, performance monitor and related materials that provides guidance during the sizing
and performance monitoring process.
In order to expedite and formalize stress/volume testing by the City, we recommend that the
City consider purchasing the Mercury LoadRunner product. This tool can be used to stress test
$ Solbourne
ORACLE'289
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
the system in an automated fashion and will accurately provide performance data to support the
optimization of hardware and database tuning,
$ Solbourne
ORACLE'
290
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
6x. Traininu
A train the trainer approach will be used for training of the City's end -users. The City has
determined that training will include separate Module -based and Process -based training
classes. Module -based training Includes all generic training materials and tools related to
function level knowledge of Oracle E-Business Suite. Process -based training includes all
custom training materials and tools related to functional level knowledge of Oracle E-
Business Suite, tailored to meet the City's specific Oracle E-Business Suite configuration
and processes. Module -based training will be provided directly by Oracle Corporation.
Core project team members will receive module -based training after selection of the
ERP-Sl.
The ERP-Si shall describe its proposed approach to Process -based training and should
include its approach to maintaining training materials and curriculum online, training
quality control, post -implementation training, and cut -over training per application
module, including the following:
1. Any pertinent details, limitations, exceptions concerning the services offered for
training.
2. List or catalog of optional classes or training available but not included in this
proposal.
3. On-line training courses and on-line evaluation tests provided.
4. identification of customized training for government entities and your approach to
customized training needs identified during Implementation.
5. Maintenance of training materials and curriculum online.
6. Alternative training approaches.
7. Quality control on proposed training.
8. Additional training provided.
9. Post -implementation training.
10. Pre -implementation training.
11. Cut -over training services per application module.
12. Knowledge management capabilities.
The ERP-SI is not responsible for delivery of the Process -based training, but will ensure
that the City identified trainers have all the tools, documentation and resources
necessary to successfully deliver training to the City's end -users.
The City expects all training to be relevant specifically to government and to be modified
to include quality control, best practices and agreed upon standard operating
procedures. All users are expected to be thoroughly trained, certified and evaluated to
accomplish specific job duties and to have substantial ERP education. All classes should
have agreed upon curriculum with assessment tests, hands -on -exercises to be provided
before, during and after all said classes Including suggested follow-up materials.
Materials developed in this process will be maintained by the ERP-SI or provided in full
to the City with customizations for exercises, testing, online help and follow-up material.
Areas of training to be developed in conjunction with the project plan should include but
not be limited to:
1. Pre -implementation: ERP Education, manager coaching, technical training
Solbourne
ORACLE'
291
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
2. Pre -Installation: User training per module
3. implementation: Helpdesk, online help customization, on the Job (floor) training
4. Post -implementation: Refresher and cross -over training.
Describe how your proposed training and implementation services will meet these
objectives and complete the table below based on your approach. Add any additional
services areas not listed in the table below:
ERP
Training Services
System Software/Utilities
Software Systems
Total Hours
Provided
On -Site
Not applicable
— see other
classes below
Integrator
Total Hours
Provided
Off -Site
Not
applicable —
see other
classes
below
Allowed # of Attendees
Not applicable — see other
classes below
System Administration
11 i System Administrator
Fundamentals
Ongoing
during the
project
40
1
DBMS Administration
Oracle91 Database
Administration
Fundamentals I
Ongoing
during the
project
40
1
11i Install, Patch and
Maintain Oracle
Applications
Ongoing
during the
project
40
1
Introduction to Oracle9i:
SQL and PLISQL (DBA)
Ongoing
during the
project
40
1
Technical Support Training
8 (and ongoing
during the
project)
0
Entire Project Team
Application System
Administration Training
Oracle9iAS: Basic
Administration
Ongoing
during the
project
40
1
Other — Technical Development
Introduction to Oracle9i:
SQL and PL/SQL
(Developer)
Ongoing
during the
project
40
3
Oracle9i: Program with
PL/SQL
Ongoing
during the
project
40
3
$ Solbourne
ORACLE
292
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System integrator
ERP
Training Services
Develop PL/SQL
Program Units
Oracle iDS: Discoverer
for Administrators
11i/2.6 Implement Oracle
Workflow
Oracle iDS Reports:
Build Internet Reports
Total System Administration/
Management
Training Hours Provided
Human Resources
Human Resources
Position Control
Manager Self -Service
Compensation
Benefits Administration
Training Administration
Payroll
Recruiting
Employee Self -Service
Applicant Self -Service
- Finance
General Ledger
Accounts Payable
Billing/Order
Management
Accounts Receivable
Fixed Assets
Cash Management
Treasury
Project Costing
Expense Entry Self -
Service
Budget
Budget and Forecasting
Balanced Scorecard
Grants
Solbourne
ORACLE'
Software Systems Integrator
Total Hours Total Hours
Provided Provided
On -Site Off -Site Allowed # of Attendees
Ongoing
during the
project
Ongoing
during the
project
Ongoing
during the
project
Ongoing
during the
project
8 (and ongoing
during the
roiect
16*
4
4*
4*
20*
12*
16*
8*
4*
4*
12*
12*
12*
12*
8*
8*
8*
16*
4*
16*
8*
293
24
24
40
40
408
0**
0**
0**
0**
0**
0**
0**
0**
0**
0**
0**
0**
0**
0**
0**
0**
0**
0**
0**
0**
0**
3
3
3
3
50
10
1500***
20
10
10
30
30
4000***
1500***
35
10
30
25
5
25
5
5
925***
September 15, 2004
100
15
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
ERP Software Systems Integrator
Total Hours Total Hours
Provided Provided
Training Services On -Site Off -Site
Grant Administration 8* 0**
Allowed # of Attendees
35
Grant Accountin• 8*
0**
20
Purchasin,
Re. uisitionin•
8*
0**
50
Purchasin •
0**
75
Invento
16*
0**
25
Employee Requisitioning
Self -Service
4*
0**
1000***
Su. •tier Portal
8*
0**
8000***
Report Writing Tool (Business
Intelli!ence
8*
0**
50
Total Application Software
Trainin, Hours Pro . osed
292*
0**
* The hours noted above for applications training are estimates for end user training as defined below in
the "End User Groups — Core Users" section. Estimated hours for project team training classes are noted
in the Functional Training table in the section "Project Team Training". These estimates may change
during the project and will be finalized in the Curriculum Plan.
** All training will be conducted onsite at City facilities.
*** We recommend that end user training content for all self-service applications should be deployed
using self -paced e-Learning and tracked via Oracle iLearning. It is assumed that no instructor -led training
courses will be delivered for these applications. The exact training approach for these applications will be
finalized in the Curriculum Plan.
$ Solbourne
ORACLE"
294
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
TRAINING APPROACH
Solbourne's training methodology includes the following six phases (one related to Project
Team Training and five related to End User Training). All of the tasks requested within the
City's RFP related to training are included within this methodology. A summary of the training
methodology phases are provided below,
PROJECT TEAM TRAINING
City project team members and technical personnel are the first team members to be trained on
the system. The goal is to provide the education and training to adequately prepare City staff
for participation in the implementation. In reviewing the City's RFP, Solbourne respectfully
recommends that the City reconsider its position on having Oracle Corporation provide all
module -based training to City project team members. Solbourne's project team training
approach is built upon our expertise in the Public Sector, specifically with City governments, and
is very effective from both a training and cost perspective. By delivering this training onsite at
the City, training classes will be tailored to meet the needs of the City's specific project scope as
well as reduce logistics. We feel that this is an option the City should strongly consider.
Functional Training Approach
If the City decides to allow Solbourne to deliver project team training, the training for the
Functional Training classes listed below will be delivered as instructor -led classes by Solbourne
functional and educational consultants at City facilities in a classroom or small workshop setting.
Training facility requirements would be the same as those needed for end user training delivery
and they are defined later in this section. Training includes extensive hands-on practice
supported by hard -copy educational materials and exercise booklets. All training materials will
be provided by Solbourne for reproduction at City facilities and used in conjunction with an
Oracle training system.
Training
Subject
Oracle
Overview and
Navigation
Length
2 hours
Functional Training
Audience Course Outline
All City team
members and
technical
personnel
• Module overview
• Organization
structures in Oracle
• Integration
• Log On/Off
• Functions,
Documents,
Processes
• Query
• List of Values
• Online Help
Delivery Method
• Self -paced e-
Learning
(prerequisite for
any instructor -led
training)
• Reviewed in
future classroom,
instructor -led
training classes
• Enhanced further
by participation in
the
im • lementation
fly Solbourne
ORACLE°
295
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
Training
Subject
Financial
Accounting
Budget
Development
and Control
Solbourne
Length
7 days
2 days
Functional Training
Audience
Process owners
and focus group
for Financial
Accounting,
Asset
Management,
Accounts
Receivable, and
Cash
Management
Process owners
and focus group
for Budget
Management
ORACLE
Course Outline
• General Ledger
master data (GL
accounts)
• General Ledger
journal entries
• General Ledger
recurring entries
• General Ledger
financial reporting
• General Ledger fund
accounting
• Cash Management
clearing open items
• Cash Management
bank reconciliation
• Accounts Receivable
processing
• Internet Receivables
• Fixed Asset
maintenance
• Fixed Asset
depreciation
• Fixed Asset classes
• Fixed Asset valuation
• Fixed Asset transfers
• Fixed Asset
retirements
• Budgeting master data
• Top-down/bottom-up
• Annual and overview
budgets
• Updates and
adjustments
• Availability control
• Reporting
296
Delivery Method
• Classroom,
Instructor -led
• Using hard copy
materials and
exercises
• Enhanced further
by participation in
the
implementation
• Part of the
detailed learning
plan for project
team members
• Classroom,
Instructor -led
• Using hard copy
materials and
exercises
• Enhanced further
by participation in
the
implementation
• Part of the
detailed learning
plan for project
team members
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
Training
Subject
Procurement
to Payment
Project and
Grant
Accounting
Functional Training
Length Audience
7 days
5 days
Process owners
and focus group
for Purchasing
and Accounts
Payable
Process owners
and focus group
for Project and
Grant
Accounting
Course Outline
• Procurement process
• Vendor management
• Partner functionality
• Purchase requisitions
• Contracts
management
• Quotes
• Purchase orders
• Payables master data
(vendors)
• Payables invoice
processing
• Payables invoice
verification
• Payables payment run
• Payables manual
checks
• Inventory
• Reporting
• Master data
• Planning
• Internal Order setup
• Project and Grant
setup
• Project and Grant
budgeting
• Project and Grant
accounting
• Reporting
Delivery Method
• Classroom,
Instructor -led
• Using hard copy
materials and
exercises
• Enhanced further
by participation in
the
implementation
• Part of the
detailed learning
plan for project
team members
• Classroom,
Instructor -led
• Using hard copy
materials and
exercises
• Enhanced further
by participation in
the
implementation
• Part of the
detailed learning
plan for project
team members
$ Solbourne
ORACLE
297
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
Training
Subject
Human
Resources
and Payroll
Functional Training
Length Audience
14 days
Process owners
and focus group
for Human
Resources,
Payroll, Time
and Labor and
Training
Administration
Course Outline
• Organization
management
• Applicant tracking
• Personnel
administration
• Advanced benefits
• Time and labor
• Compensation
administration
• Payroll calculations
• Net pay
disbursements
• Employee self service
(ESS)
• Training administration
• (Learning (Learning
Management System)
• Re . ortin •
Delivery Method
• Classroom,
Instructor -led
• Using hard copy
materials and
exercises
• Enhanced further
by participation in
the
implementation
• Part of the
detailed learning
plan for project
team members
In addition to the classes listed above, Solbourne will also deliver education related to the
following items throughout the course of the implementation to the City team leads:
• Working with Oracle Support
• Oracle Metalink usage (for online Oracle Support)
• TAR (Technical Assistance Request for Oracle Support) escalation
As these class sessions are focused on the City team leads and select focus group members
for the respective functional areas, it is highly recommended that no more than 5-7 students
attend any given session. This will enable the instructor to provide individual attention to
participants to maximize the learning experience and effectively evaluate the skills of the users.
Solbourne will deliver one (1) session for each Training Subject area listed above.
Skills evaluation for the City project team members will occur in several ways. First, Solbourne
functional consultants, as instructors, will be evaluating City staff' first hand during training
classes. This will provide City staff with immediate feedback on their performance during class.
Second, the training classes will consist of hands on practice with detailed exercises. This will
allow City staff to learn by doing and receiving immediate feedback through exercise answers.
Third, after returning to their work on the project, Solbourne functional consultants will also be
evaluating City staff firsthand and supporting them in the subject areas where help is required,
as well as working through and signing off on the detailed learning plan related to the team
members' specific functional areas. The combination of these methods will facilitate City staff
being thoroughly prepared to complete the work required during this project,
Technical Training Approach
The Oracle technical training for the City Project Team will be provided by Oracle at any of the
Oracle training centers located nationwide. We will work with the City to validate that the
recommended courses are appropriate for the skill level of the technical Project Team
members. In addition, all City technical personnel will complete the Oracle Navigation e-
APIr Solbourne
ORACLE'
298
September 16, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
Learning class onsite at City facilities with the rest of the City project team to minimize cost and
logistics.
All training requirements for technical personnel as described in the RFP can be met through
the courses defined below. The technical team training will include training for the following
roles:
• Database Administrator Training
• Technical Developer Training
Technical Oracle
Training Subject
Project Team
Length
Training
Audience
Oracle Overview and Navigation
(onsite)
See
above
Database Administrator and
Technical Developers
Introduction to Oracle9i: SQL and
PL/SQL (DBA)
5 days
Database Administrator
Oracle9i Database Administration
Fundamentals I
5 days
Database Administrator
Oracle9iAS: Basic Administration
5 days
Database Administrator
11 i System Administrator
Fundamentals
5 days
Database Administrator
11 i Install, Patch and Maintain Oracle
Applications
5 days
Database Administrator
Introduction to Oracle9i: SQL and
PL/SQL (Developer)
5 days
Technical Developers
Oracle9i: Program with PL/SQL
5 days
Technical Developers
Develop PL/SQL Program Units
3 days
Technical Developers
Oracle iDS: Discoverer for
Administrators
3 days
Technical Developers
11 i/2.6 Implement Oracle Workflow
5 days
Technical Developers
Oracle iDS Reports: Build Internet
Reports
5 days
Technical Developers
We have included the costs associated with the training courses above for a City database
administrator and three technical developers. Oracle courses, durations, and prices are subject
to change at any time and an accurate course offering is available anytime online at
www.oracle.com.
END USER TRAINING
Needs Assessment and Strategy Development
This phase is used to assess the education needs for the City and define an education strategy.
In addition, a detailed analysis of the characteristics of the various user groups is performed. A
detailed education project plan for deployment of the education programs is also developed in
this phase. This education project plan becomes the basis for all education program activities
delivered throughout the course of the project.
Key deliverables in this phase include the following:
�r Solbourne
ORACLE"
299
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
Key
Deliverable
Education
Workplan
Education
Needs
Assessment
Description
The education workplan is created in MS Project and defines in detail
all of the key education rollout tasks, dates and person(s) responsible.
This workplan is integrated into the overall project workplan.
The needs assessment is an information gathering activity. Surveys
are distributed and interviews are performed to gain a focused
understanding of the City's education landscape. The needs
assessment surveys and interviews cover all aspects of the education
program including:
}■ User groups and demographics
- • User locations
■ Summary of job tasks by position/function
k=• Training methods that have worked well in the past
.:-,:.!__Summary of training methods and types of materials currently
used
Technology infrastructure as it relates to end user education
,`1). Organizational culture
■ Any challenges that exist related to end user education
Education
Strategy
The education strategy is a summary document of the data gathered
during the needs assessment. The education strategy also includes
recommendations and next steps related to the end user education
program and becomes the foundation for all end user education work
performed on the project. Key items within the education strategy
include:
• Program objectives
;;,■ Critical success factors
tk ■ Scope of work
F_■ Education approach and deliverables
tk}■ Education development process
■ Material review process
i;- Education delivery options and recommendations
{� ■ Education logistics findings and recommendations
Post implementation education strategy options and
recommendations
f:;■ Assumptions, risks and next steps
Curriculum Design
This phase is used to define the material development strategies and requirements, specifically,
what types of learning media (including e-Learning where appropriate) will be used and how
Alla$ Solbourne
ORACLE
300
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
course content will be structured for delivery. A key component of this design is the use of both
live virtual and self -paced e-Learning (if required), and how materials will be structured
accordingly. End user roles and responsibilities are clearly defined in this phase in conjunction
with the Change Management effort that ultimately results in the overall education curriculum for
all end user groups.
Key deliverables in this phase include the following:
Key Deliverable
Job Roles and
Responsibilities
Matrix
Training
Curriculum Plan
Description
All end user education is intended to be role -based according to
the job responsibilities within the business process, that is, based
on the job responsibilities of the users and the tasks they need to
perform within the applications and related business processes.
End user roles facilitate two key deliverables — the end user
education curriculum and security access within the applications.
During the project, users attend education classes according to
the job roles to which they are assigned.
This deliverable consists of the overall curriculum listing as well
as detailed narratives that describe each course in detail. These
narrative course outlines provide a detailed description of the
courses to be taught during the implementation. The following
information is included in each course outline:
• Course title
q,"I Course duration
Course prerequisites
0:t• Course description
Course objectives
• Course modules and module objectives (agenda)
■ Listing of materials used to support course delivery
Material Development
All training materials are developed in this phase. Based on the design specifications defined in
the previous phase, the Solbourne Education Consultants will develop all materials required for
the end user education program. These materials will be developed using a combination of
Solbourne educational tools and templates, and will exist in multiple learning formats, including
MS Word and HTML/PDF user procedures, MS PowerPoint class presentations, instructor
guides, business process flows, classroom exercises, quick reference job aids and live virtual
and self -paced e-Learning (if appropriate). As the starting point for the content development
effort, Solbourne will provide the City with Solbourne's EDGE (e-Learning and Documentation to
Gain Effectiveness) library. The material library consists of material development templates,
user procedure documents, class presentations, classroom exercises, and self -paced e-
Learning tutorials. These end user education materials have been developed based on our
extensive implementation experience and are based on Public Sector and Oracle Applications
leading practices.
t� Solbourne
ORACLE"
301
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
air Solbourne
ORACLE
302
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System integrator
Key deliverables in this phase include the following:
Key Deliverable Description
End User As the starting point for the content development effort, Solbourne
Educational will provide the City with our entire EDGE library of educational
Material Library content. These end user education materials have been
(Solbourne's developed based on our extensive Oracle Applications and Public
EDGE) Sector implementation experience. This library includes the
following items:
",',• Documentation Standards
i'.}• User Procedures
• e-Learning Tutorials
"• Classroom Presentations
t:>• Instructor Guides
;F>• Classroom Exercises
■ Job Aids
±'• Assessment Tests
Training Material
Development
Solbourne Education Consultants with review assistance and
input from City project team members will develop all educational
content required for the education effort. The process of material
development is very dependent on a close working relationship
between the City Subject Matter Expert (SME) and the material
developer. Using the Solbourne EDGE library as a starting point,
the SME and material developer work together to quickly identify
any changes and customizations required to the base library of
materials. Once the changes are identified, the tools and
templates allow the material developer to make the changes in a
very efficient manner.
As part of every end user education program, Solbourne defines
an educational material review and quality assurance strategy.
This strategy not only outlines a process for material review and
QA, but defines the implementation team members that will assist
in material review, such as SMEs. Appropriate sign off
documents are also included in this deliverable.
All training materials will be maintained online and be housed on
the City's network. The detailed material review strategy
described above will be utilized throughout the material
development effort to facilitate timely turnaround of completed
training materials.
Education Delivery
In this phase, City instructors, with in -class support from Solbourne Education Consultants, will
deliver the end user training classes to all end user groups. All training classes will provide
al/ SO1bOurne
ORACLE'
303
5epfember 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System integrator
users with a detailed overview of the business process, application tasks that support the
business process and hands-on exercises to facilitate practice and learning. To prepare City
instructors identified for training delivery, a Train the Trainer program will be delivered by
Solbourne that includes a detailed review of the educational content being covered during the
classes, a workshop designed to teach City instructors the fundamentals of adult education and
classroom management, and pilot training to acquire feedback from City end users on the
education delivery methods being utilized, Ail class scheduling and training logistics planning
for the training delivery effort will also occur in this phase. It is our intent to schedule training
with as minimal impact on the business operations of the City as possible.
Key deliverables in this phase include the following:
Key Deliverable Description
i% Solbourne
ORACLE
304
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
Key Deliverable Description
In the Train the Trainer program, the following events will occur in the
order listed. This program will facilitate City instructors feeling thoroughly
prepared to deliver end user training.
-_•_ The Solbourne Education Consultants will review all end user training
content with the City instructors to orient them to the transactions and
related cross -functional City business processes that they will be
covering during the training classes. This activity will provide an
opportunity for the City instructors to ask questions and receive
feedback on the materials before training begins.
■ After the City instructors have reviewed all training content, the
Solbourne Education Consultant Lead will conduct a Train the Trainer
workshop. This workshop will provide the City instructors not only
with the skills required to be effective trainers but the tools to
effectively manage the end user training classes they will deliver,
including job aids and user evaluation mechanisms. The workshop
objectives are as follows:
o Explain adult learning principles as related to the target end
user audience
o Prepare courses based upon the needs of attendees (both
behavioral and educational)
o Demonstrate presentation and facilitation skills during
exercises and role-play activities
o Relate supporting reasons for "Tips and Tricks"
o Manage the use of training equipment (i.e. laptops, overhead
projectors, etc.) and aids (visuals, flipcharts, etc.)
o Manage the training instance
o Demonstrate functionality of software components within area
of expertise
• After the City instructors have attended the Train the Trainer
Workshop described above, they will deliver pilot training classes
attended by a representative sampling of City end users. This will
provide the City instructors with immediate feedback on their
performance as well as test out the overall training program to
address and fix any problems that exist before end user training
actually begins. It is assumed that a total of 1-3 pilot training
sessions will be required to adequately measure user feedback to the
training delivery.
Train the Trainer
Program
Solbourne
ORACLE'
305
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
Key Deliverable
Description
Training Logistics
Coordination and
Data Population
Logistics coordination for the education program is a task not to be
underestimated. It is always the intent of Solbourne to provide logistics
planning and scheduling with as minimal impact to daily business
operations as possible. It is our recommendation to use Oracle iLearning
for the scheduling and deployment of all end user training activities,
including any e-Learning that will be used during the training program. We
have reflected the timing of implementing iLearning for use in the end user
training rollouts in our staffing plan.
For the project, it is assumed that the City, with support from Solbourne,
can provide training logistics planning, support and execution for the
education rollout, including the following tasks:
;j.• User identification, validation and scheduling of classes
• Setup and usage of Oracle iLearning for scheduling and deployment
of training
<,w,• Facilities setup (where required, but excludes hardware setup)
*Classroom PC setup (where required, but excludes hardware setup)
%. Training database setup and data population
O. Printing and distribution of educational materials
• Third party education facility rental (if required)
-:• Arrangement of catering (where required during training delivery)
r Solbourne
ORACLE
306
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
Key Deliverable Description
Training Delivery
Since every City end user has different learning requirements and needs,
a variety of learning approaches can be implemented during the education
rollout to facilitate maximum knowledge transfer and user retention. It is
recommended to deliver a blended training solution through the use of
multiple training delivery methods. By combining a standard classroom
instructor -led education approach with both live virtual classroom and self -
paced e-Learning, many different learning styles can be accommodated,
as well as minimizing training logistics. e-Learning can be used for any of
the following:
=:F3■_Self-paced online tutorials
tiF• Recorded online classes
Live classes presented in a virtual classroom environment
=:: ■ Working labs (as described below)
Working Tabs are support sessions in which City personnel perform actual
work in the production system with the help of Solbourne Education
Consultants or City SMEs. These sessions can be either conducted online
over the Internet via live virtual e-Learning or at City facilities in a
traditional classroom environment. They are a very effective means to
facilitate user acceptance and success in performance of job tasks.
To minimize logistical issues, it is our recommendation to conduct all
Instructor -Led Training (ILT) delivery at City facilities. If training facilities
are not readily available, third party facility options may be utilized. All
training facilities should have the following in terms of facility and PC
requirements:
47,.. 2-4 training rooms with 12-15 PCs
o Pentium IV with 128MB RAM
o Oracle J-Initiator installed
:r3• Connectivity to City's training system
>■Internet connectivity
f■ LCD Projector
<t,4• Screen
,,"' ■ White board or flip charts
Student nametags or name tents (if desired)
F>>• Writing utensils
4} • Notepads
Phone
Evaluation and Support
The purpose of this phase is to establish a strategy and plan that addresses future training
needs for the City. This strategy will define the who, what, when and how aspects of future
training program design, development and delivery activities. Development of this strategy
combined with the high quality of knowledge transfer received during the implementation will
facilitate that the City will be able to maintain all education and training programs implemented
during the project.
Throughout the project, Solbourne, with assistance from City project management, will perform
regular evaluations to determine the effectiveness of the end user education and training
program, with additional student evaluations performed during training delivery. While
�r Solbourne
ORACLE'
307
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
evaluation work occurs throughout the project timeline, overall program evaluation occurs at the
end of the project. Any additional knowledge transfer that has not occurred throughout the
project is completed at this time.
Key deliverables in this phase include the following:
Key Deliverable Description
Assessment Tests As part of the training approach, Solbourne can provide assessment tests
for each course or topic taught to further reinforce the learning.
Assessments can be delivered both before and after classes to
accurately gauge the skill and knowledge level of the end users and
summarize areas where further instruction or performance support is
required. Assessment tests can also be delivered both online via a
website or Oracle iLearning Learning Management System (LMS), and/or
in hard -copy during education delivery. Questions within the
assessments can exist in multiple formats including true/false, multiple
choice or short answer.
Course Evaluation
Forms
It is our understanding that the City expects all users to be certified in the
performance of business processes and related Oracle tasks. Specific
items related to the delivery of these assessment mechanisms will be
determined during the course of the material development effort.
During training delivery, City end users will complete evaluations to
provide feedback on their training experience. These evaluations can be
delivered either online via the Oracle 'Learning LMS or in paper -based
format and are used to gain information about the overall quality of the
course, instructor, materials, and facilities, as well as any additional
comments or suggestions for improvement the user may have as they
relate to training delivery. The data gathered allows both Solbourne and
the City to make modifications to specific courses or the overall education
program to increase the effectiveness and overall quality of the education
program.
$ Sammie
ORACLE
308
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
Key Deliverable
Ongoing
Education
Strategy
Description
Solbourne will work with the City to establish a strategy and plan that
addresses future education and training needs. This strategy will define
the who, what, when and how aspects of future education program
design, development, and delivery activities. The goal of developing this
strategy is to facilitate that the City will be able to maintain all education
and training programs implemented during the project. This strategy can
consist of many different forms of education and performance support
including the following:
,': ■ Ongoing refresher training — Regularly scheduled end user
training sessions on weekly, monthly, or quarterly basis
depending on City requirements
« Working labs (as described previously)
k• Self -paced e-Learning tutorials — Online e-Learning tutorials of
course content accessible via a website or Oracle iLearning that
users can access for help anytime they require it
>• Online procedures — User procedures maintained online in HTML
or PDF format and accessible via a website or Oracle iLearning
Quick reference job aids — Online or hard copy quick reference
cards that define helpful system transaction and business
process information tips
END USER GROUPS
From our experience, there are three major end user groups within an organization that need to
utilize the system to perform their jobs in some capacity. These groups are defined in greater
detail below. Note that the curriculum and training delivery methods for each end user group
will be defined during the Curriculum Design phase.
Core Users
Core users perform tasks in the system most frequently and are the primary users of the
application functionality. Examples of users within this group include individuals responsible for
creating budgets, processing journal entries, processing invoices and payments, creating
purchase orders, entering employee information, or any other system task that needs to be
performed daily or weekly. These users are the main support structure for running the
applications after go -live. Since these users need to use the system immediately upon go live
to perform their jobs, they should be trained before and as close to go -live as possible. The
average amount of training for users such as this will vary depending upon what system
functionality is being implemented. These users will also benefit most from classroom
Instructor -Led Training (ILT) with extensive hands-on practice.
It is assumed that while some individuals within this user group will be sufficiently involved in the
implementation to satisfy their training requirements to perform their role upon go live, formal
classroom ILT will be required to ensure success. It is assumed that all Core users will have PC
literacy and not require basic PC skills training. If PC skills training is required, it is assumed
that the City will be responsible for training delivery.
Casual Users
$ Solbourne
ORACLE'
309
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
Casual users have a very specific need for only a few transactions that they use as part of their
job, but not the focus of their job, and as a result, many delivery options exist. These users
need to understand why they perform the tasks they do related to the overall business
processes and how important it is for those tasks to be performed correctly. They also need to
be trained before go live, as these tasks must be performed immediately after the system is up
and running. The amount of training will be minimal and focused on the specific activities they
need,
Class content developed for this user group may include the following functionality within
horizontal business processes:
• Requisitions
• Receiving
• Time Entry
• Budget Transfers
• Training Enrollment
• Self Service HR
• Inquiry and Reporting
It is assumed that all Casual Users will have PC literacy and not require basic PC skills training.
If PC skills training is required, it is assumed that the City will be responsible for training
delivery.
informational Users
Informational users are those that are only required to use the system to display information to
make decisions. They need to be able to pull information out of the system as required to
ensure that their portion of the business process runs smoothly. Many managers and
supervisors fall into this category and their main curriculum topics consist of inquiry and
reporting. Generally, this user group can be trained after go live unless their job role dictates
that they need to use the system immediately upon go live. While classroom instruction and
hands on practice will benefit this group as well, other delivery options may exist depending
upon the amount of system functionality being implemented and the flexibility in the users'
schedules.
It is assumed that all Informational Users will have PC literacy and not require basic PC skills
training. If PC skills training is required, it is assumed that the City will be responsible for
training delivery.
During the development of the education plan, Solbourne will work with the City to determine
the types and nature of end -user training required based on the specific job roles and the
number of respective users that need to be trained. City instructors will deliver this training with
the support of Solbourne Education Consultants and will be trained during the Train the Trainer
sessions described previously.
SOLBOURNE'S EDGE LIBRARY
As previously discussed, Solbourne's EDGE, e-Learning and Documentation to Gain
Effectiveness, consists of a full documentation and e-Learning library around Public Sector -
specific Oracle 11 i tasks. It is recommended as part of the City's implementation project to
1101% Solbourne
ORACLE"
310
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
utilize EDGE e-Learning tutorials where possible to further enhance the learning experience,
specifically related to training for Casual and Informational users. EDGE e-Learning tutorials
can be used as both an end user training tool and as ongoing support. These online tutorials
allow end users to take training while sitting at their desks while providing a highly interactive
learning experience. This not only enhances the overall learning effort but helps facilitate that
users can become self-sufficient more quickly. Leveraging our hands-on implementation
knowledge, experience in deploying effective training strategies, and Public Sector experience,
Solbourne is highly qualified to provide an effective and flexible e-Learning solution to the City.
EDGE is convenient, customizable and cost-effective. It will:
• Increase the return on the City training investment by reducing logistical and opportunity
costs and shortening future training deployment.
• Reach dispersed users in multiple locations simultaneously.
• Educate all City personnel in a consistent manner on City -specific business processes
and Oracle transactions.
• Educate users at their desks, better accommodating busy schedules and allowing them
to apply knowledge immediately following training completion.
• Facilitate better retention due to the focused and repeatable nature of the tutorials.
• Create a training infrastructure by providing an ongoing education solution for existing
employees and new hires.
EDGE e-Learning is portable and it can be deployed in a variety of methods: CD-ROM,
LANIWAN, Intranet or LMS. Since the City is implementing Oracle's iLearning LMS, we would
recommend that iLearning act as the primary deployment mechanism. Combined with other
learning methods such as traditional ILT, EDGE is a highly effective means to improve end -
users' Oracle skills quickly and effectively.
Solbourne's EDGE e-Learning tutorials include the following:
• Detailed business process flow descriptions
• Lesson descriptions
• System and process prerequisites
• Interactive Oracle simulations complete with navigation reinforcement and data entry to
allow the end user to learn by doing
• Lesson reviews
Solbourne has included costs for EDGE e-Learning as a part of our proposed approach as the
City has stated that it expects various forms of online training to be included in the training
rollouts. Some of the tasks to be performed specific to EDGE e-Learning during the project
include the following:
• Determining how e-Learning tutorials will be used as part of the Curriculum Design
phase
• Deploying the e-Learning content through Oracle iLearning
• Assisting in testing the e-Learning on the City PCs
• Assisting in assigning e-Learning content to end users
• Assisting in testing deployment over the City network infrastructure (if network or Intranet
deployment is selected)
illr Solbourne
ORACLE"
311
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
6v. Related Hardware and System Software
System Architecture
1. The ERP-Si shall provide a recommended system architecture for the City's
implementation of Oracle E-Business Suite Human Resources Management,
Financials, Payroll, Budget and Purchasing. The proposed architecture must
leverage existing City assets (SANS, Tape Silos, Servers, etc.) where feasible.
2. Provide a high-level description, and attach a diagram, of the overall proposed
system architecture that clearly illustrates the following:
a. All proposed hardware (e.g., servers, end user devices, peripherals, etc.).
b. All software including system software, RDBMS, client software, Oracle E-
Business Suite, and other required third party applications and their
interrelationships.
c. Recommended configurations for e-government related services such as
eprocurement and on-line recruiting.
d. Security features required for e-government related services (Le., firewalls,
DMZ, etc).
Related Hardware
This section pertains to the procurement of the ERP system's central processor(s), new
peripheral devices and requisite system software as required based on the selected ERP-
Si's approach. ERP-Sl must recommend the central processors and related peripherals,
including system printers, tape drives/optical disk, cash drawers, cash registers, special
check printers and bar code readers, system software SAN (Storage Area Network)
and/or client/server software necessary for the normal operation of the proposed
system(s). The City will be responsible for providing all approved hardware.
The major hardware components for CPU, disk, etc., are to be specified by the ERP-Si.
The City requires that all hardware specification be fully compatible and proven with the
proposed Oracle E-Business Suite.
ERP-Sl shall provide vendor independent hardware components.
ERP-Si shall further provide vendor specific hardware components and proposed
pricing.
The City may, at its discretion, purchase said hardware and software components from
the ERP-SL
Hardware Sizing
Given the City's user count, and platform/architecture preference, the hardware configuration
needs to be an Intel based solution capable of running Windows Server 2003 in a multi -tier
configuration.
Using field-tested algorithms, and relying upon its broad 11 i implementation experience,
Solbourne estimates that the City's user count would be capable of generating a server load
that would be beyond the capabilities of typical 4 CPU "Wintel" servers. The City's requirement
Or Solbourne
ORACLE'
312
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
for High Availability (HA) allows us to specify hardware clusters in order to reach the needed
performance level.
While average usage levels may be lower, we need to accommodate for peak loads. In the
proposed product mix of Oracle Applications, payroll processing is the biggest performance
concern, and by its very nature, the one with the highest visibility.
All production hardware is specified with a goal of "no single point of failure." Non -production
hardware is a some what lesser specification, though clusters are utilized throughout for two
reasons; first, in order to give acceptable performance with as many as four non -production
instances, and second, perhaps the most important, is to ensure that all operating systems or
application patches and setups are performed on nearly identical environments (clusters vs.
single servers).
For external access to Oracle's iProducts, Solbourne recommends load -balanced servers sitting
in the DMZ running a web server capable of Reverse Proxy, such as Oracle's 9iAS. This server
will pass external requests to the internal apps servers via firewall rules. In this configuration,
no applications code needs to be in the DMZ, and maintenance of the Applications is greatly
simplified. Since SSL will be utilized between the end user and this server, a hardware SSL
accelerator is recommended and specified in the hardware configuration.
All servers have been configured with appropriate disk storage to support three years data
growth, based on assumptions made on the data available to Solbourne and past experience.
Adjustments may be required after the amount and level of converted data is determined. In all
cases, the City is free to utilize existing SAN storage if speed and capacity is sufficient. The
City made a request for mirrored data, and Solbourne agrees with this approach. Though other
RAID layouts, such as RAID 0+1, may work effectively, Solbourne tries to avoid RAID 5 in
production environments due to the performance impact on write intensive systems.
We have provided a hardware specification in a Windows environment as requested by the City.
In response to the City's request for a "proven" solution, however, we are unaware of any other
public sector organizations the size of the City of Miami that are running a similar Oracle
application footprint in a Windows environment. Our experience with Windows leads us to
believe that the City could experience performance issues when stresses are placed upon the
system by applications such payroll. We will, however, work with the City and the City's chosen
hardware vendor during the implementation to optimize system performance.
Oracle Applications can utilize any IP accessible printer that can interpret HP's PCL. This
typically excludes local printers attached directly to desktop PCs.
Our experience dictates that the City first consider the use of pre-printed check stock to support
the payroll and payables check printing processes. Additionally, we have not included hardware
for cash registers/cash drawers as these devices normally function with a 3rd party point of sale
software. Bar coding hardware and processes have not been included in scope. We strongly
recommend the City consider this as a future phase implementation opportunity.
Non -vendor specific hardware sizing
p Solbourne
ORACLE'
313
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
Server A
Production DB tier, running 9i
RAC and "node" tier (parallel
concurrent processing)
4 server cluster, each server
includes:
4 Intel Xeon 3GHz CPUs 4GB
RAM
1 CD/DVD drive
All 4 servers in the cluster
have access to 373GB of
usable disk space, mirrored or
better
Server B
Production APPS tier, running
forms and web services
2 server cluster, each server
includes:
4 Intel Xeon 3GHz CPUs 8GB
RAM
1 CD/DVD drive
Both servers in the cluster
have access to 98GB of
usable disk, mirrored or better
Server C
Non -production DB tier,
running 91 RAC and "node" tier
(parallel concurrent
processing)
2 server cluster, each server
includes:
4 Intel Xeon 3GHz CPUs 8GB
RAM
1 CD/DVD drive
All servers in the cluster have
access to 1492GB of usable
disk
Server D
Non -production APPS tier,
running forms and web
services
2 server cluster, each server
includes:
2 Intel Xeon 3GHz CPUs 4GB
RAM
1 CD/DVD drive
Both servers in the cluster
have access to 392GB of
usable disk
Server E
Production DMZ server
running web services via SSL
2 server cluster, each server
includes:
1 Intel Xeon 3GHz CPUs 4GB
RAM
1 CD/DVD drive
Both servers in the cluster
have access to 40GB of
usable disk, mirrored or better
1 Hardware SSL Accelerator
Server F
Non -production DMZ server
running web services via SSL
2 server cluster, each server
includes:
1 Intel Xeon 3GHz CPU
2GB RAM
1 CD/DVD drive
Both servers in the cluster
have access to 40GB of
usable disk
$ Solbourne
ORACLE
314
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
Infrastructure
All servers
Suitable facilities including
appropriate power, cooling
and rack space for all servers
This assumes use of existing
StorageTek tape silos for
backups
Suitable KVM controller(s)
would be fine in place of
multiple
monitors/mice/keyboards
Al Splbp
ORACLE'
315
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
Vendor specific hardware sizing
Summary
HP StorageWorks Modular SAN Array 1000
Quantity
1
Unit Price
$7,995.00
Sales Price
$7,995.00
HP Ultra160 SCSI MSA1000 (RAID) storage
controller
1
$4,290.00
•
$4,290.00
HP L2 cache module (256MB)
2
$561.00
$1,162.00
HP L2 cache module (256MB)
2
$12,500.00
$25,000
SW SAN SWITCH 2/16V
2
$375.00
$750.00
HP Modular Smart Array 30 SB
2
$2,978.00
$5,956.00
HP Short wave optical transceiver (2GB)
26
$199.00
$5,174.00
HP StorageWorks FCA2214 network adapter (2GB)
adapter (2GB)
24
$1590.00
$38,160.00
HP StorageWorks secure path v4.0c (1 license)
8
$2,000.00
$16,000.00
HP 2m LC -LC multi -mode fibre channel cable
2
$77.00
$154.00
HP 5m LC -LC multi -mode fibre channel cable
24
$82.00
$1,968.00
HP Ultra320 universal hard drive (72.8GB)
42
$579.00
$24,318.00
HP CPe 3Y 4H 24x7 MSA 1000
1
$3222.00
$3,222.00
HP CPe 3Y 4H 24x7 MSA30
2
$1,827.00
$3,654.00
$ Solbourne
ORACLE'
316
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System integrator
Summary Quantity Unit Price Sales Price
ProLlant DL580 G2 Intel® XeonTM Processor MP at
3.00GHz14MB (2P Model)
Server A:
Two Intel® XeonTM Processors MP 3.00GHz/4MB
Intel® XeonTM Processor MP 3.00GHzI4MB - Option
Kit
Intel® XeonTM Processor MP 3.00GHz/4MB - Option
Kit
4GB Base Memory 4x512, 4x512
Standard One Ultra3 SCSI Drive Cage (2x2 Duplex
std or 4x1 Simplex)
Integrated Smart Array 5i Plus Controller (Dual
Channel, Ultra3)
Standard Battery Backed Write Cache Enabler (up to
64MB Write Cache)
RAID 1 setting (Requires minimum of 2 matching
drives)
72.8GB Pluggable Ultra320 SCSI 15,000 rpm
Universal Hard Drive (1")
72.8GB Pluggable Ultra320 SCSI 15,000 rpm
Universal Hard Drive (1")
72.8GB Pluggable Ultra320 SCSI 15,000 rpm
Universal Hard Drive (1")
1.44MB Floppy Disk Drive
24X IDE Slim -line CD-ROM
HP NC7170 Dual Port PCI-X 1000T Gigabit Server
Adapter
SmartStart & Insight Manager
Two (2) 800W Hot Plug Redundant Power Supplies
Redundant Hot Plug Fans
Warranty - 3 year next business day onslte
4
$29,833.00 $119,332.00
24x7, 4-Hr Response On -site coverage - 3yrs.
4
$1,795.00
$7,180.00
ill Solbourne
ORACLE'
317
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
Summary Quantity Unit Price Sales Price
ProLlant DL580 G2 Intel® XeonTM Processor MP at
3.00GHz14MB (2P Model)
Server B:
Two Intel® XeonTM Processors MP 3.00GHz/4MB
Intel® XeonTM Processor MP 3.00GHz14MB - Option
Kit
Intel® Xeonrm Processor MP 3.00GHz14MB - Option
Kit
8GB Base Memory 4x1024,4x1024
Standard One Ultra3 SCSI Drive Cage (2x2 Duplex
std or 4x1 Simplex)
Integrated Smart Array 5i Plus Controller (Dual
Channel, Ultra3)
Standard Battery Backed Write Cache Enabler (up to
64MB Write Cache)
RAID 1 setting (Requires minimum of 2 matching
drives)
38.4GB Pluggable Ultra320 SCSI 15,000 rpm
Universal Hard Drive (1 ")
36.4GB Pluggable Ultra320 SCSI 15,000 rpm
Universal Hard Drive (1 ")
36.4GB Pluggable Ultra320 SCSI 15,000 rpm
Universal Hard Drive (1")
1.44MB Floppy Disk Drive
24X IDE Slim -line CD-ROM
HP NC7170 Dual Port PCI-X 1000T Gigabit Server
Adapter
SmartStart & Insight Manager
Two (2) 800W Hot Plug Redundant Power Supplies
Redundant Hot Plug Fans
Warranty - 3 year next business day onslte
2
$31,663.00 $63,326.00
24x7, 4-Hr Response On -site coverage - 3yrs.
2
$1,795.00
$3,590.00
4.1% Solbourne
ORACLE
318
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
Summary Quantity Unit Price Sales Price
ProLlant DL580 G2 Intel® XeonTM" Processor MP at
3.00GHz/4MB (2P Model)
Server C:
Two Intel® XeonTM Processors MP 3.00GHz/4MB
Intel® XeonTM Processor MP 3.00GHz/4MB - Option
Kit
Intel® XeonTM Processor MP 3.00GHz/4MB - Option
Kit
8GB Base Memory 4x1024,4x1024
Standard One Ultra3 SCSI Drive Cage (2x2 Duplex
std or 4x1 Simplex)
Integrated Smart Array 5i Plus Controller (Dual
Channel, Ultra3)
Standard Battery Backed Write Cache Enabler (up to
64MB Write Cache)
RAID 1 setting (Requires minimum of 2 matching
drives)
300GB Pluggable Ultra320 SCSI 10,000 rpm
Universal Hard Drive (1")
300GB Pluggable Ultra320 SCSI 10,000 rpm
Universal Hard Drive (1")
146.8GB Pluggable Ultra320 SCSI 10,000 rpm
Universal Hard Drive (1")
146.8GB Pluggable Ultra320 SCSI 10,000 rpm
Universal Hard Drive (1")
1.44MB Floppy Disk Drive
24X IDE Slim -line CD-ROM
HP NC7170 Dual Port PCI-X 1000T Gigabit Server
Adapter
SmartStart & Insight Manager
Two (2) 800W Hot Plug Redundant Power Supplies
Redundant Hot Plug Fans
Warranty - 3 year next business day onslte
2
$34,212.00 $68,424.00
24x7, 4-Hr Response On -site coverage - 3yrs.
2
$1,795.00
$3,590.00
Of Solbourne
ORACLE
319
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
Summary Quantity Unit Price Sales Price
ProLlant DL380 G3 Intel® XeonTM Processor
3.O6GHz11 MB - Rack Model
Server D:
Intel® XeonTM Processor 3.06GHz11 MB
Intel® XeonTM 3.06GHz/533 FSB - 1 MB Processor -
Option Kit
4GB Base Memory (4x1024)
Integrated Smart Array 5i Plus Controller
Hot Plug Drive Cage-Ultra3 (5 x 1" and 1 x 1.6")
72.8GB Pluggable Ultra320 SCSI 15,000 rpm
Universal Hard Drive (1")
72.8GB Pluggable Ultra320 SCSI 15,000 rpm
Universal Hard Drive (1")
72.8GB Pluggable Ultra320 SCSI 15,000 rpm
Universal Hard Drive (1")
72,8GB Pluggable Ultra320 SCSI 15,000 rpm
Universal Hard Drive (1")
72.8GB Pluggable Ultra320 SCSI 15,000 rpm
Universal Hard Drive (1")
1.44MB Floppy Disk Drive
24X Low -profile IDE CD-ROM Drive
Two (2) Compaq NC7781 PCI-X Gigabit NICs
(embedded) PCI 10/100/1000 WOL
Sliding Rails and Cable Management Arm
SmartStart & insight Manager 7
Integrated Lights -Out Management - standard
Warranty - 3 year next business day onsite
2
$8,432.00 $16,864.00
24-Hour x 7-Day, 4-Hour Response On -Site Coverage
- 3 Years
2
$949.00
$1,898.00
$ Solbourne
ORACLE
320
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
Summary Quantity Unit Price Sales Price
Conflgurable-
ProLlant DL360 G4 Intel® XeonTM Processor
3.0013.40GHz, SCSI - Rack Model
Server E:
HP ProLlant DL360 G4 - SCSI Model
Intel® Xeon TM Processor 3.00GHz11 MB
4GB Base Memory (4x1024)
Smart Array 8i Plus controller (integrated on system
board)
Two 1" Ultra 320 SCSI Hot Plug Drive Bays
PCI-X Riser - 2 PCI-X Slots (One Full Length and One
Half Length)
RAID 1 drive set (requires minimum 2 hard drives)
36.4GB Pluggable Ultra320 SCSI 15,000 rpm
Universal Hard Drive (1")
36.4GB Pluggable Ultra320 SCSI 15,000 rpm
Universal Hard Drive (1")
NC7782 PCI-X Gigabit NICs (embedded)
10/100/1000 WOL
1.44MB Floppy Disk Drive
CD slimline 24X carbon drive
SmartStart & Insight Manager
Integrated Lights -Out Management - standard
Warranty - 3 year next business day onsite
2
$4, 744.00
$9,488.00
24x7, 4-Hr Response On -site coverage, 3yrs
2
$699.00
$1,198.00
HP AXL300 cryptographic accelerator PCI card
2
$1461.00
$2,898.00
gla$ Solbourne
ORACLE
321
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
Summary
Pro! last DL360 G4 Intel® XeonTM Processor
3.0013.40GHz, SCSI - Rack Model
Server F:
HP ProLiant DL360 G4 - SCSI Model
Intel® XeonTM Processor 3.00GHz11 MB
2GB total of PC2700 Memory (2 x 1 GB) - 1 GB Free
Smart Array 6i Plus controller (integrated on system
board)
Two 1" Ultra 320 SCSI Hot Plug Drive Bays
PCI-X Riser - 2 PCI-X Slots (One Full Length and One
Half Length)
36.4GB Pluggable Ultra320 SCSI 15,000 rpm
Universal Hard Drive (1 ")
NC7782 PCI-X Gigabit NICs (embedded)
10/100/1000 WOL
1.44MB Floppy Disk Drive
CD slimline 24X carbon drive
SmartStart & Insight Manager
Integrated Lights -Out Management - standard
Warranty - 3 year next business day onsite
24x7, 4-Hr Response On -site coverage, 3yrs
Quantity Unit Price Sales Price
2
$2,898.00
$599.00
Subtotal:
Discount:
Total (Minus Shipping & Handling):
$5,796.00
$1,198.00
$442,809.00
$110,652.25
=12
alaF. SOLI?
ORACLE'
322
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
SAN
Purchased or
existing
Server A
Production DB tier running
9i RAC and 'node` tier on
four DL580 G2 servers with
4 CPUs each
Server C
Non -production DB tier
running 9i RAC and 'node
tier on four DL580 G2
servers with 4 CPUs each
(up to four instances)
Server B
Production APPS tier
running forms and web
services on two DLSBO G2
servers with 4 CPUs each
Server D
Non -production APPS tier
running forms and web
services on two DL380 G2
servers wilh 2 CPUs each
(up to four instances)
Typical City PC
Accessing Oracle
Applications via Browser
Windows NT/2000/XP
City of Miami — Proposed Oracle Applications 11 i Architecture
Server E
Production DMZ tier
running web services via
SSL on two DL360 G4
servers with 2 CPUs each
Server F
Non -production DMZ tier
running web services on
two DL360 G4 servers with
t CPU each
Firewa
Typical Ehdemal PC
Accessing Oracle
iProducls via SSL enabled
Browser
ty SOlbourne
ORACLE
323
September 15, 2004
City of Miami
Response to RFP # 03-04-151
Enterprise Resource Planning
Software System Integrator
System Software
The City requires that system software is considered state-of-the-art technology and
represents the most current version in production at the time of Installation. The City
further requires that all software run in a Windows Operating System environment. No
other operating systems shall be considered for this project.
List all system software proposed or available with the system. Include all system
software necessary to operate the proposed hardware components. Indicate by a letter
code "1" if the software is included In this proposal, or letter code "0" If optional with this
system.
Operating system:
Response
Code
1 or O
Name
Release Level
Database Management System (DBMS):
Name
Release Level
LanguageslCompilers
Report writer programs
Other (list)
The hardware specification does not include licenses for Microsoft Windows, as it would be best
for the City to procure these through their existing Enterprise Licensing Agreement. The servers
specified, as well as all of the licensed Oracle software listed in the RFP, are certified with
Windows Server 2003, which the City cited as its preference. All other software in the table,
including the 11 i Applications, 9i Database, Developer 61 and Discoverer 4i have already been
purchased and licensed by the City. The exception is MKS Toolkit for Developers. This
package, available from www.mkssoftware.com, is a third -party set of utilities that includes
several UNIX shell interpreters and Perl. This is required in order to install pre -built Discoverer
content for Oracle Applications 11 i, including business areas and workbooks, which are installed
using the Windows -based Discoverer Administration Edition. Oracle strongly recommends the
installation of the certified MKS Toolkit for Developers. Other potential solutions exist, though
Oracle has tested and proven that Cygwin and Microsoft Services for UNIX are NOT
compatible. MKS Toolkit for Developers will be required on the same PCs that will have
Discoverer Administration Edition installed, typically the DBA and the Discoverer Administrator.
Solbourne
ORACLE'
324
September 15, 2004