Status Report Excerpts pre-BASIS September 1990 - March 1991

The following have been excerpted from status reports leading up to the official formation of the BASIS development project.

Excerpt from David Wimberly's September 26, 1990 Memo to Bob Zimmerman

Financial Systems Plan

I have met with Bob Hamilton and discussed this project in general. I volunteered to provide a summary of the current systems and will need to meet with other personnel to gather the necessary information. From there, Bob sees meeting with the users to discuss the application from this basis and begin to explore options.

Excerpt from David Wimberly's November 2, 1990 Memo to Bob Zimmerman

Financial Systems Plan

I have prepared a preliminary, summary document that provides some background and an overview of 'the current systems. Melinda Bowman, Talbert Malone and Don McFatrich all provided input for and feedback on this document. I am waiting on input from Bob Hamilton before issuing an updated version which we can use as a reference in discussing the future of these applications with the user offices.

Excerpt from David Wimberly's November 30, 1990 Memo to Bob Zimmerman

Financial Systems Plan

Bob Hamilton, David Holmes and myself have met with Tom Dorre and David Martinson to review the system summary document I prepared and to talk about needs and activity in their areas. We have also met with Craig Brown and Susan Cromwell to discuss how distributed requisition entry and electronic forms projects that were being considered interact with this Financial System study. I believe it was agreed that no activity on those projects should proceed until this study is completed and a plan prepared, which should include these needs. A meeting will also be held with Dick Cottrill. The summary document will then be updated to reflect inputs obtained and group meetings held to sort out where we are and how we can proceed.

Excerpt from David Holmes' December 3, 1990 Memo to Bob Zimmerman

General Financial Systems

S&P has become active in the Financial Information Systems review process. We have worked closely with Bob Hamilton to assist in developing a report analyzing the status of UA financial applications systems. The objective of the study is to ascertain what needs to be done with these systems in order to keep them minimally functional over the next five years.

Extensive meetings have been conducted with most of the appropriate administrative offices. There are several areas left to review before a draft of the report can be compiled.

Excerpt from David Holmes's January 3, 1991 Memo to Bob Zimmerman

General Financial Systems

The Financial Information Systems review is continuing. Bob Hamilton anticipated having a first draft of his analysis available for review sometime in January.

The objective of the study is to ascertain what needs to be done with these systems in order to keep them minimally functional over the next five years.

At this point in time, a major project to address the development or acquisition of a budgetary accounting system intended to replace MSA is imminent. This system would include accounts payable and other functions.

Excerpt from David Wimberly's January 7, 1991 Memo to Bob Zimmerman

Financial Systems Plan

Immediately prior to the holidays we held our last meeting to review the Financial System summary document and obtain additional input. This was with Dick Cottrill and staff in the area of Human Resources. I have now completed updating this document based upon comments received from each of the managers of the primary application areas. This version will be distributed and I believe Bob Hamilton wanted to arrange a demonstration of the DA-GRADS application for these managers. I am not sure what the process will be beyond this.

Excerpt from David Wimberly's February 6, 1991 Memo to Bob Zimmerman

Financial Systems Plan

A demonstration of the DA-GRADS application was made for the managers involved in our financial systems. The intent was to show the capabilities of inhouse development with the tools that are currently available, so that this alternative can be objectively compared to others. The concept of the user departments providing personnel to actively participate in the development was also emphasized. The demonstration went very well and Bill Outhouse provided some very favorable comments about the system and Jamie's contribution. Un-fortunately, Dick Cottrill and Gerry Bomotti were unable to attend.

A meeting was held on February 4th to try and eliminate alternatives so that a direction can be established and plans made to pursue that objective. Everyone seemed to agree that we cannot just try to get by for the next five years, but that major improvements need to be made and that the current systems do not provide a sound foundation on which to build. From there the alternatives seemed to be:

  1. Upgrade to current LISA application versions, either by repurchasing the systems or buying up maintenance.
  2. Purchase new application packages, possibly through an RFP approach versus the IFB method.
  3. Redevelop the systems inhouse using our current tools and a phased replacement approach.

David Holmes has agreed to develop a very skeleton proposal for the inhouse redevelopment approach. I believe Craig Brown has been asked to survey the market to find what products are available and for approximately what costs. The next meeting is to be held February 13th.

Excerpt from David Holmes' February 5, 1991 Memo to Bob Zimmerman

General Financial Systems

The Financial Information Systems review is continuing. Bob Hamilton has not yet developed a draft of recommendations or plan.

The objective of the study is to ascertain what needs to be done with these systems in order to keep them minimally functional over the next five years. More likely, the ultimate objective will be to begin an in-house development project to address budgetary accounting needs.

At this point in time, a major project to address the development or acquisition of a budgetary accounting system intended to replace MSA is imminent. This system would include accounts payable and other functions.

Excerpt from David Holmes' March 2, 1991 Memo to Bob Zimmerman

General Financial Systems

The Financial Information Systems review has been completed. Bob Hamilton recommended that in-house development projects be initiated in the near future to address human resources and accounting (very generic terms). The report and recommendations have received the initial approval of University administration.

MSA accounting has been effectively unsupported by S&P over the recent past. S&P staff support is being planned in the near future. This has become an increasingly critical support area as requests for changes have accumulated and various problems continue to occur. This is further complicated by wide-impact changes such as those required by changes in the rates of states sales tax and the method of application of the sales tax.

Excerpt from David Wimberly's March 4, 1991 Memo to Bob Zimmerman

Financial Systems Plan

Bob Hamilton has achieved a major accomplishment as his parting act. He has obtained written agreement from Dick Cottrill, Tom Dorre, David Martinson and yourself in the approach and priority for action dealing with our Financial Systems. Gerry Bomotti seems to have accepted it in principal, pending review of more detailed plans. The concept is to immediately pursue the redevelopment of our Human Resource system inhouse using Natural and Adabas with a purchasing/accounts payable project to follow. David Holmes will be the project manager.