The Association of Public Health Laboratories (APHL) is in the process of evaluating and selecting the optimal financial management solution.
Specific requirements were documented for key functional areas of the APHL organization. These requirements will be used as a basis of the evaluation and include the following:
- General Ledger
- Accounts Payable and Purchasing
- Accounts Receivable
- Contracts and Projects
- Cash Management
- Fixed Assets
- Enterprise reporting
At this time, APHL anticipates the following schedule
April 17, 2015 - RFP Issued
May 18, 2015 - RFP Responses Due
May 29, 2015 - Phase II Review Completed and Demo Scripts Issued
June 29-30, 2015 - Demonstrations Completed
July 8-10, 2015 - If needed, Follow-up Demonstrations and Proposals Due
July 17, 2015 - Phase III Review Completed and Vendor Selection
July 31, 2015 - Contracts Finalized
August 15, 2015 - Begin Implementation
January 1, 2016 - Implementation “Go Live” Date
Request for Proposal Materials
Financial System Software RFP provides details on how to complete this RFP and is available in both
MS Word format.
Appendix A must accompany the submission.
Appendix A is a
Microsoft Excel spreadsheet that contains specific functional requirements across the organization identified by APHL. These requirements have been segmented into functional areas as identified by tabs on the individual worksheets within the MS Excel workbook.
For an explanation on how to complete Appendix A, please refer to the Instructions tab of the
MS Excel workbook which describes how to respond to each functional requirement identified on the individual worksheet(s).
Questions & Answers
Q1: I need to know how many users of the system APHL expects to have. Specific to NetSuite – our users are named users, not concurrent, so I need to know total user count for anyone that will need anything other than read only access or access that exceeds entering or approving expense reports, time, PO/PR’s.
A1: We would have about 12-13 users that includes our accounting, contracts, and grants departments that would need access that exceeds what you have listed. However, those numbers may increase over the next 5 years due to our setting up future foreign locations. Also we would like to have users that do fall into the read only and expense report category submit items such as invoices, payment requests, and billing requests through the system too. However, they would not be processors.