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					          Enterprise Resource Planning Solution

    Request for Proposal No 148-09- 2nd Release


Scope of Services and Invitation for Response




Only vendors that are considered “Tier 1” providers of Enterprise Resource Planning (ERP)
software products and can demonstrate a significant market presence with multiple university
healthcare systems or publicly supported hospital systems will be considered. The RFP
committee’s expectation is that any proposed vendor software solution will satisfy most if not all
of the items identified within this RFP without partnering with a number of independent
software vendors or business partners. Consortiums of software vendors are not encouraged to
respond.




                                                 i
                                                                        PURCHASING DEPARTMENT

2211 Lomas Blvd., NE
Albuquerque, New Mexico 87106


Request for Proposal Number: 148-09 (2nd Release) Due Date: March 31, 2010 Time: 4:00 PM
MST

Title:   Enterprise Resource Planning Solution – UNM Hospitals

University of New Mexico Hospitals (UNMH) invites you to submit an offer for materials and services for the
following Request for Proposal (RFP). Please read carefully all instructions, specifications, terms and conditions.
Failure to comply with the instructions, terms and conditions, and specifications of this Request for Proposal may
result in your proposal being classified as non-responsive. New Mexico criminal law prohibits bribes, gratuities and
kickbacks. (13-1-191 NMSA 1978).

Proposal Submittals
Proposals must be submitted to the above address no later than the time and date specified above. All information
must be entered in ink or typed. Corrections must be initialed by individual signing the offer. The proposal title,
number, opening date and time must be clearly indicated in the lower left corner of your sealed proposal envelope.
Failure to properly label your envelope may result in your proposal not being included in the proposal opening and
evaluation.

Table of Contents

SECTION I    General Terms and Conditions
SECTION II   Standard Terms & Conditions for Goods and Services
SECTION III  Instructions to Offeror
SECTION IV Conflict of Interest, Debarment and Suspension Form
SECTION V RFP Scope of Services and Invitation for Response

Contact Information:

Buyer:            Lynn Nelson     (505) 272-9156  Email: Salnelson@salud.unm.edu
Technical:        Greg Seyk         gseyk@salud.unm.edu

Other Information:         Deadline for Vendor Questions 2/15/2010 via email to both contacts listed
Number of Copies Required:          6 Hard Copies –Electronic Response to Contacts listed.
Scheduled Site Visits: 03/15/2010 through 03/19/2010
Payments Terms: Net 30 Days

Terms and Conditions
The purchase of any material(s) and/or service(s) awarded under this RFP are subject to the University of New
Mexico's General Terms and Conditions, The Standard Terms and Conditions for goods and services, in addition to
other statements contained in this Request for Proposal. Offerors may submit alternate terms and conditions;
however, UNM reserves the right to reject the language if it is considered to not be in the best interest of UNMH.



                                                         ii
                                 UNM Hospitals Purchasing Department
                                       2211 Lomas Blvd., NE
                                   Albuquerque, New Mexico 87106


Request for Proposal Number: 148-09 (2nd Release) Due Date: March 31, 2010 Time: 4:00 PM
MST

TITLE:      Enterprise Resource Planning Solution – UNM Hospitals

The following information must be completed and returned with your proposal:
Contact Information for offer clarification:
Name: _______________________________                   Email: _________________________________
Title: _____________________________           Fax Number: __________________________


Acknowledgment of addenda:
The undersigned acknowledges receipt of the following addenda:
Addenda No. ________ Dated: ________ Addenda No. _______ Dated: _______
Addenda No. ________ Dated: ________ Addenda No. _______ Dated: _______


Agreement to supply bonds:
The undersigned agrees to furnish Bonds, if requested, by this Request for Proposal at no cost to The University.

Authorized Representative:
The undersigned, as an authorized representative for the Company named below, acknowledges that he/she has
examined this Request for Proposal with its related documents, and being familiar with all of the conditions
surrounding the described materials and/or services, including the availability of materials and labor, hereby offers to
furnish all labor, materials, and supplies necessary to comply with the requirements and specifications in accordance
with the Terms and Conditions set forth herein and at the prices stated in the offer.

The undersigned further states that the company submitting this offer is not in violation of any applicable Conflict of
Interest laws or regulatory or any other related clauses included in this RFP.

    Company Name: _________________________________________________________________

    Address: _______________________________________________________________________

    City/State/Zip: __________________________________________________________________
    Signature of Authorized Representative: ______________________________________________
    Printed or Typed Name: ___________________________________________________________
    Title: ________________________________________________________Date: _____________
     Phone: (____) ___________ Fax: (_____) ____________Email: _________________________
    Contractor’s License Number: ______________________________________________________
    Contractor’s Federal Tax ID No. ____________________________________________________
    New Mexico Gross Receipts Tax No._________________________________________________


                                                          iii
                                                     SECTION I

                                     UNIVERSITY OF NEW MEXICO
                                   GENERAL TERMS AND CONDITIONS


1.   ADDRESSES FOR NOTICES: Any notice required to be given under this proposal or the resultant contract
     shall be in writing and delivered in person or via first class mail or overnight mail to the following address:


                  Mail to:                                                Deliver to:


                  UNM Hospital                                            UNM Hospital
                  Purchasing Department                                   Purchasing Department
                  2211 Lomas Blvd. NE                                     2211 Lomas Blvd. NE
                  Albuquerque, NM 87106                                   Albuquerque, NM 87106



2.   AGREEMENT TERMS AND CONDITIONS: The agreement between the University of New Mexico and a
     Seller will follow the format specified by the University of New Mexico and contain the terms and conditions set
     forth in “Terms and Conditions”. However, the University of New Mexico reserves the right to negotiate with a
     successful Seller provisions in addition to those contained in this RFP. The contents of this RFP, as revised
     and/or supplemented, and the successful seller’s proposal will be incorporated into the contract.
     Should a Seller object to any of the University’s terms and conditions, as contained in this Section, that Seller
     must propose specific alternative language that would be acceptable to the University. General references to the
     Sellers terms and conditions or attempts at complete substitutions are not acceptable to the University of New
     Mexico and will result in disqualification of the Seller’s proposal. Sellers must provide a brief discussion of the
     purpose and impact, if any, of each proposed change followed by specific proposed alternate wording.
3.   APPROPRIATION: The terms of the contract are contingent upon sufficient appropriations and authorization
     being made by the Regents of the University of New Mexico. If sufficient appropriations and authorization are
     not made by the University, the contract shall, not withstanding any other provisions of the contract, terminate
     immediately upon the Contractor’s receipt of written notice of termination from the University.
4.   CANCELLATION: The University reserves the right to cancel without penalty, this request, the resultant
     contract or any portion thereof for unsatisfactory performance, cancellation of the project or unavailability of
     funds.
5.   CHANGES/ALTERATIONS AFTER AWARD: Changes or alterations after the award can only be made if
     agreed to in writing by the University.
6.   CONFLICT OF INTEREST FORM: Seller is required to sign the attached Supplier Conflict Of Interest and
     Debarment and Suspension Certification FORM. Failure to provide the University of New Mexico (UNM) with
     a completed Conflict of Interest Form may result in your offer being considered non-responsive.
7.   COOPERATION AND DISPUTE RESOLUTION: The parties agree that, to the extent compatible with the
     separate and independent management of each, they will maintain effective liaison and close cooperation. If a
     dispute arises related to the obligations or performance of either party under this Agreement, representatives of
     the parties will meet in good faith to resolve the dispute.
8.   DISCLOSURE OF PROPOSAL CONTENTS: The proposals will be kept confidential until the University of
     New Mexico (UNM) awards a price agreement. At that time, all proposals and documents pertaining to the
     proposals will be open to the public, except for the material that is proprietary or confidential. The Procurement



                                                           iv
      Managers will not disclose or make public any pages of a proposal on which the Seller has stamped or imprinted
      “proprietary” or “confidential” subject to the following requirements.
      Proprietary or confidential data shall be readily separable from the proposal in order to facilitate eventual public
      inspection of the non-confidential portion of the proposal. Confidential data is normally restricted to confidential
      financial information concerning the Seller’s organization and data that qualifies as a trade secret in accordance
      with the Uniform Trade Secrets Act, 57-3A-l to 57-3A-7 NMSA 1978. The price of products offered or the cost
      of services proposed shall not be designated a proprietary or confidential information.
      If a request is received for disclosure of data for which a Seller has made a written request for confidentiality,
      the University of New Mexico (UNM) shall examine the Seller’s request and make a written determination that
      specifies which portions of the proposal should be disclosed. Unless the Seller takes legal action to prevent the
      disclosure, the proposal will be so disclosed. The proposal shall be open to public inspection subject to any
      continuing prohibition on the disclosure of confidential data.
9.    FINANCIAL STATEMENT REQUIRED: All offerors are required to submit with their offer a Financial sent
      from the end of their most recent fiscal year.
10.   GOVERNING LAW: This proposal and the resultant contract and/or purchase order will be interpreted and
      governed by the laws of the State of New Mexico.
11.   MEMBERSHIP IN PURCHASING GROUPS: The University is eligible and will at its discretion, accept
      Novation, GSA SPD, or UHC contract pricing, where applicable, and where it is the lowest price.
12.   MERGER: The contract shall incorporate all the agreements, covenants, and understandings between the
      parties thereto concerning the subject matter thereof. No prior agreements or understandings, verbal or
      otherwise, of the parties or their agents shall be valid or enforceable unless embodied in the contract.
13.   MULTI-TERM CONTRACT: Pursuant to Section 13-1-151 NMSA 1978, it has been determined that the
      estimated requirements covered in this contract are reasonably firm and continuing; and that a multi-term award
      will serve the best interests of the University of New Mexico (UNM).
14.   OPTION TO RENEW: The University reserves the option to renew the resultant contract if such renewal is
      mutually agreed to and found to be in the best interests of the University. These renewal options will be
      exercised in increments as indicated in the proposal specifications, or if not stated, in one-year terms. The
      contract shall not exceed (8) eight years including all renewals.
15.   OSHA REGULATIONS: The Seller shall abide by Federal Occupational Safety and Health Administration
      (OSHA) regulations and the State of New Mexico Environmental Improvement Board occupational health and
      safety regulations that apply to the work performed under this Request. The Seller shall defend, indemnify and
      hold the University free and harmless against any and all claims, loss, liability and expense resulting from any
      alleged violation(s) of said regulation(s) including but not limited to, fines or penalties, judgments, court costs
      and attorneys fees.
16.   PROPOSAL NEGOTIATION: Offerors submitting proposals may be afforded an opportunity for discussion
      and revision of proposals. Revisions may be permitted after opening and prior to award for the purpose of
      obtaining best and final offer. Negotiations may be conducted with responsible offerors who submit offers found
      to be reasonably likely to be selected for award. The University is under no obligation to conduct discussions
      with any or all offerors.
17.   REFERENCES REQUIRED: Offeror must furnish a minimum of three (3) references of organizations and/or
      businesses that offeror has provided with similar services or items, unless otherwise stated in this Request for
      Proposal. The organization’s name, a contact, telephone number and a brief description of the items and services
      provided are required for each reference. Failure to submit the information may result in your offer being
      considered as non-responsive. Offeror, by furnishing these references, agrees to allow the University of New
      Mexico to contact any persons and/or organizations listed, and to utilize information obtained in evaluation of
      offer. The University of New Mexico reserves the right to check any references known to them and to use
      information received from such references in making the award.
18.   RELATIONSHIP OF PARTIES: The parties and their respective employees are at all times acting as
      independent contractors. Contractor will not be considered an employee of the University of New Mexico for
      any purpose, including, but not limited to, workers’ compensation, insurance, bonding or any other benefits
      afforded to employees of the University. Neither party has any express or implied authority to assume or create
      any obligation or responsibility on behalf of or in the name of the other party.

                                                             v
19.   RELEASE UNM REGENTS: The Contractor shall, upon final payment of the amount due under the contract
      release Regents of the University of New Mexico, The University, their officers and employees and the State of
      New Mexico from liabilities, claims and obligations whatsoever arising from the contract. The Contractor
      agrees not to purport to bind the University of New Mexico, The University or the State of New Mexico to any
      obligation not assumed in the contract by the Regents of University of New Mexico, The University or the State
      of New Mexico, unless the Contractor has express, written authority to do so, and then only within the strict
      limits of that authority.
20.   REMOVAL OF CONTRACTOR’S EMPLOYEE (S) The University may request that Contractor’s
      employee(s) be removed from the work under the contract for cause. The University may immediately
      terminate, with written notice to Contractor, the services of any Contactor employee, if the University
      management believes in good faith that Contractor’s employee is unable to perform the services with reasonable
      skill. Contractor’s agreement may also be terminated if Contractor’s liability insurance coverage is modified or
      terminated.
21.   RIGHT TO PROTEST: The solicitation of the award of an RFP/IFB may be protested as per the UNM
      Purchasing Regulation 11, Protest Procedures, which may be found at the following UNM web site:
      http://www.unm.ed/~purch/policies.html.
22.   RIGHT TO WAIVE MINOR IRREGULARITIES: The Evaluation Committee reserves the right to waive
      minor irregularities. The Evaluation Committee also reserves the right to waive mandatory requirements
      provided that all of the otherwise responsive proposals failed to meet the same mandatory requirements and the
      failure to do so does not otherwise materially affect the procurement. This right is at the sole discretion of the
      Evaluation Committee.
23.   SHORT LIST: As stated in rule GSA 89-601 of the State of New Mexico Procurement Code regulations, for
      the purpose of evaluation and conducting discussion, a “short List” may be generated. Proposals shall be ranked
      and the offerors who submitted the highest ranked proposals will be selected for the short list and will be eligible
      for evaluation and final negotiation.
24.   STATE AND LOCAL ORDINANCES: The vendor shall perform work under this contract in strict
      accordance with the latest adopted version of all State and local codes, ordinances, and regulations governing
      the work involved.
25.   TERMINATION PROVISION: This contract may be terminated by either party upon written notice delivered
      to the other party at least thirty days prior to the intended date of termination. By such termination, neither party
      may nullify obligations nor liabilities already incurred for performance or for failure to perform prior to the date
      of termination.
26.   THIRD PARTIES: Nothing in this Agreement, express or implied, is intended to confer any rights, remedies,
      claims, or interests upon a person not a party to this Agreement.
27.   WAIVER: The contract shall contain a provision that states that no waiver of any breach of the Contract or any
      terms or conditions thereof shall be held to be a waiver of any other or subsequent breach; nor shall any waiver
      be valid, alleged or binding unless the same shall be in writing and signed by the party alleged to have granted
      the waiver.




                                                             vi
                               SECTION II
      THE UNIVERSITY OF NEW MEXICO STANDARD TERMS AND CONDITIONS
                  FOR GOODS AND SERVICES (Purchase Orders)

1.   INSPECTION. The University of New Mexico may inspect, at any reasonable time, any part of
     Seller’s plant or place of business, which is related to performance of this Purchase Order. Final
     inspection will be made at the destination upon completion of delivery of goods and services.
     Acceptance of delivery shall not be considered acceptance of the goods and/or services furnished.
     Final inspection shall include any testing or inspection procedures required by the specifications.

2.   WARRANTIES. Seller warrants the goods and/or services furnished to be exactly as specified in
     this Purchase Order, free from defects in Seller’s design, labor, materials and manufacture, and to
     be in compliance with any drawings or specifications incorporated herein and with any samples
     furnished by Seller. All applicable UCC warranties express and implied are incorporated herein.

3.   ELIGIBILITY FOR PARTICIPATION IN GOVERNMENT PROGRAMS. Each party
     represents that neither it nor any of its management or any other employees or independent
     contractors who will have any involvement in the services or products supplied under this
     Agreement, have been excluded from participation in any government healthcare program,
     debarred from or under any other federal program (including but not limited to debarment under
     the Generic Drug Enforcement Act), or convicted of any offense defined in 42 U.S.C. Section
     l320a-7, and that each party, its employees and independent contractors are not otherwise
     ineligible for participation in federal healthcare programs. Further, each party represents that it is
     not aware of any such pending action(s) (including criminal actions) against each party or its
     employees or independent contractors. Each party shall notify the other immediately upon
     becoming aware of any pending or final action in any of these areas.

4.   HEALTH INSURANCE PORTABILITY AND ACCOUNTABILITY ACT (HIPAA). The
     parties agree to enter into a mutually acceptable amendment to this Agreement as necessary to
     comply with applicable federal laws and regulations governing the use and/or disclosure of
     individually identifiable health information. Such amendment shall be entered into on or before
     the date by which hospitals are required to be in compliance with the privacy regulations
     promulgated under the Health Insurance Portability and Accountability Act of 1996.

5.   ACCEPTANCE AND REJECTION. If prior to final acceptance, any goods or services are
     found to be defective or not as specified, or if the University of New Mexico is entitled to revoke
     acceptance of them the University of New Mexico may reject or revoke acceptance, require Seller
     to correct without charge within a reasonable time, or require delivery at an equitable reduction in
     price, at the University’s option. Seller shall reimburse the University of New Mexico for all
     incidental and consequential costs related to unaccepted goods or service. Notwithstanding final
     acceptance and payment, Seller shall be liable for latent defects, fraud, or such gross mistakes as
     amount to fraud. Acceptance of goods or services shall not waive the right to claim damages for
     breach of contract.

6.   PAYMENT TERMS. Upon written request from Seller for payment, The University of New
     Mexico shall, within 30 days, issue a written certification of complete or partial acceptance or
     rejection, with payment to follow within 30 days after certification of acceptance. Late payment
     charges shall be of 1 and 1/2 % per month.


                                                    vii
7.    ASSIGNMENT. This Purchase Order is assignable by the University. Except as to any payment
      due hereunder, this Purchase Order is not assignable by Seller without written approval from the
      University.

8.    CHANGES. The University of New Mexico may make changes within the general scope of this
      Purchase Order by giving notice to Seller and subsequently confirming such changes in writing. If
      such changes affect the cost of, or the time required for performance of this Purchase Order, an
      appropriate equitable adjustment shall be made. No change by Seller shall be recognized without
      written approval of the University. Any claim of Seller for an adjustment under this Paragraph
      must be made in writing within thirty (30) days from the date of receipt by Seller of notification of
      such charge. Nothing in this Paragraph shall excuse Seller from proceeding with the performance
      of the Purchase Order as changed hereunder.

9.    TERMINATION AND DELAYS. The University of New Mexico may by written notice stating
      the extent and effective date, terminate this Purchase Order for convenience in whole or in part, at
      any time. The University of New Mexico shall pay Seller as full compensation for performance
      until such termination: (1) the unit or pro rata order price for the delivered and accepted portion:
      and (2) incidental damages, not otherwise recoverable from other sources by Seller, as approved
      by the University, with respect to the undelivered or unaccepted portion of this Purchase Order
      provided compensation hereunder shall in no event exceed the total Purchase Order price. Such
      amount will be limited to Seller’s actual cost, and may not include anticipated profits. The
      University of New Mexico shall not be liable for consequential damages. The University of New
      Mexico may by written notice terminate this Purchase Order in whole or in part for Seller’s default
      if Seller refuses or fails to comply with the provisions of this Purchase Order or fails to make
      progress so as to endanger performance and does not cure such failure within a reasonable period
      of time. In such event, the University of New Mexico may otherwise secure the materials, supplies
      or services ordered, and Seller shall be liable for damages suffered by the University of New
      Mexico thereby, including incidental and consequential damages. If after notice of termination, the
      University of New Mexico determines Seller was not in default, or if Seller’s default is due to
      failure of the University, termination shall be deemed for the convenience of the University. The
      rights and remedies of the University of New Mexico provided in this paragraph shall not be
      exclusive and are in addition to any other rights and remedies provided by law or under this
      Purchase Order as used in this paragraph, the word “Seller’ includes Seller and his sub-suppliers at
      any tier.

10.   EQUAL OPPORTUNITY AND AFFIRMATIVE ACTION. In performing the services
      required under this Purchase Order, each party shall be an equal opportunity employer and shall
      conform to all affirmative action and other applicable requirements; accordingly, each party shall
      neither discriminate nor permit discrimination in its operations or employment practices against
      any person or group of persons on the basis of race, age, religion, color, national origin, ancestry,
      sex, physical or mental handicap or medical condition, sexual preference, prior military
      involvement or in any other manner prohibited by law.

11.   INDEMNIFICATION AND INSURANCE. Seller assumes the entire responsibility and
      liability for losses, expenses, damages, demands and claims in connection with or arising out of
      any actual or alleged personal injury (including death) and/or damage or destruction to property
      sustained or alleged to have been sustained in connection with or arising out of the goods delivered
      by Seller or the performance of the work by Seller its agents, employees, subcontractors or
      consultants, except to the extent of liability arising out of the negligent performance of the work by
      or willful misconduct of the University. Seller shall indemnify, defend and hold harmless the
      University, its officers, agents, and employees from any and all liability for such losses, expenses,
                                                    viii
      damages, demands, and claims and shall defend any suit or action brought against any or all of
      them based on any actual or alleged personal injury or damages and shall pay any damage costs
      and expenses including attorneys’ fees, in connection with or resulting from such suit or action.
      Seller will also indemnify, defend and hold harmless the University of New Mexico against any
      joint and several liabilities imposed against the University of New Mexico with respect to strict
      product liability claims attributable to the fault of the Seller.

      Seller agrees that it and its subcontractors will maintain general liability, product liability and
      property damage insurance in reasonable amounts (at least equal to the New Mexico Tort Claims
      Act limits) covering the above obligation and will maintain workers’ compensation coverage
      covering all employees performing under this Purchase Order on premises occupied by or under
      the control of the University. The liability of the University of New Mexico will be subject in all
      cases to the immunities and limitations of the New Mexico Tort Claims Act, Sections 41-4-1 et
      seq. NMSA 1978, as amended.

12.   INSTRUMENTALITIES. Seller shall supply all equipment, tools, materials and supplies to
      accomplish the designated tasks except as set forth in this Purchase Order or its attachments.

13.   PAYROLL OR EMPLOYMENT TAXES. No federal, state, or local income, payroll or
      employment taxes of any kind shall be withheld or paid by the University of New Mexico with
      respect to payments to Seller or on behalf of Seller its agents or employees. Seller shall withhold
      and pay any such taxes on behalf of its employees as required by law. The payroll or employment
      taxes that are the subject to this paragraph include but are not limited to FICA, FUTA, federal
      personal income tax, state personal income tax, state disability insurance tax, and state
      unemployment insurance tax. If Seller is not a corporation, Seller further understands that Seller
      may be liable for self-employment (social security) tax, to be paid by Seller according to law.

14.   WORKERS COMPENSATION. No workers compensation insurance has been or will be
      obtained by UNM on account of Seller or its employees or agents. Seller shall comply with the
      workers compensation laws with respect to Seller and Seller’s employees and agents.

15.   INDEPENDENT BUSINESS. Neither Seller nor any of its agents shall be treated as an
      employee of the University of New Mexico for any purpose whatsoever. Seller declares that Seller
      is engaged in an independent business and has complied with all federal, state and local laws
      regarding business permits and licenses of any kind that may be required to carry out the said
      business and the tasks to be performed under this Purchase Order. Seller further declares that it is
      engaged in the same or similar activities for other clients and that the University of New Mexico is
      not Seller’s sole or only client or customer.

16.   SELLERS EMPLOYEES AND AGENTS. Seller shall have complete charge and responsibility
      for persons employed by Seller and engaged in the performance of the specified work. The Seller,
      its agents and employees state that they are independent contractors and not employees of the
      University. Seller, its agents and employees shall not accrue leave, retirement, insurance, bonding
      or any other benefit afforded to employees of the University of New Mexico as a result of this
      Purchase Order.

17.   PATENT AND COPYRIGHT INDEMNITY. Seller shall indemnify, defend and hold harmless
      the University of New Mexico against all losses, liabilities, lawsuits, claims, expenses (including
      attorneys’ fees), costs, and judgments incurred through third party claims of infringement of any
      copyright, patent, trademark or other intellectual property rights.

                                                    ix
18.   DISCOUNTS. If prompt payment discounts apply to this Purchase Order any discount time will
      not begin until the materials, supplies, or services have been received and accepted and a correct
      invoice received by the appropriate University Department. In the event testing is required prior to
      acceptance; the discount time shall begin upon the completion of the tests.

19.   PENALTIES. The Procurement Code. Section 13-1-28 at seq. NMSA 1978 as amended imposes
      civil and criminal penalties for its violation. In addition, the New Mexico criminal statutes impose
      criminal penalties for bribes, gratuities and kickbacks.

20.   TITLE AND DELIVERY. Title to the materials and supplies passed hereunder shall pass to the
      University of New Mexico upon acceptance at the FOB point specified, subject to the right of the
      University of New Mexico to reject. For any exception to the delivery date specified, Seller shall
      give prior notification and obtain approval thereto from the University’s Purchasing Department.
      Time is of the essence and the Purchase Order is subject to termination for failure to deliver on
      time.

21.   GOVERNING LAW. This Agreement shall be construed in accordance with the laws of the State
      of New Mexico as they pertain to agreements executed and fully to be performed with New
      Mexico, or federal law where applicable, but in either case excluding that body of law relating to
      choice of law.

22.   OTHER APPLICABLE LAWS. Any provision required to be included in an agreement of this
      type by any applicable and valid executive order, federal, state or local law, ordinance, rule or
      regulation shall be deemed to be incorporated herein.

23.   CONFLICT OF INTEREST. Seller shall disclose to the University of New Mexico Purchasing
      Department the name(s) of any University employee or member of the Board of Regents who has a
      direct or indirect financial interest in the Seller or in the proposed transaction. A University
      employee (or Regent) has a direct or indirect financial interest in the Seller or in the proposed
      transaction if presently or in the preceding twelve (12) months the employee/Regent or a close
      relative has an ownership interest in the Seller (other than as owner of less than 1% of the stock of
      a publicly traded corporation); works for the Seller, is a partner, officer, director, trustee or
      consultant to the Seller, has received grant, travel, honoraria or other similar support from the
      Seller, or has a right to receive royalties from the Seller. Seller shall file a Conflict of Interest
      Disclosure form with the University Purchasing Department.

24.   AGREEMENT. This Purchase Order is the sole and entire Agreement between the parties; any
      documents incorporated into this Agreement are listed explicitly on the front side of this Purchase
      Order, or are incorporated by Implication by the terms of this Purchase order. Any terms
      inconsistent with or in addition to this Purchase order proposed by Seller are deemed rejected
      unless agreed to in writing by an appropriate University official.

25.   FOB. Unless stated otherwise, the price for goods is F.O.B. the place of destination, and the place
      of destination is the University’s designated campus address.

26.   VENDOR COMPLIANCE. The Deficit Reduction Act became effective January 1, 2007, please
      review and understand the compliance training material under the “Vendor Compliance” section of
      the UNM Purchasing Department web page at www.unm.edu/~Purch



                                                     x
                                                 SECTION III

                                     INSTRUCTIONS TO OFFERORS

1.    SEALED PROPOSALS: All proposals must be sealed and submitted in the prescribed manner and must be
      signed. The authority of the individual signing the offer must be stated in the proposal.

2.    CONSIDERATION FOR ACCEPTANCE. These discussions may relate to negotiated changes to any
      portion of the proposal. However, proposals may be accepted without discussions.

3.    ACKNOWLEDGMENT OF ADDENDUM: Offerors shall acknowledge receipt of any addendum to this
      Request for Proposal by identifying the addendum number and date in the space provided on the response
      form.

4.    PROPER ADDRESS: Indicate address to which The University purchase orders should be sent, if different
      from address shown on page ii of this proposal.

5.    NUMBER OF COPIES OF PROPOSAL: Please submit the required number of copies of your proposal
      and all supporting documents stated on the cover sheet. Failure to submit the required number of copies may
      result in your proposal being considered non-responsive.

7.    CANCELLATION: The University reserves the right to cancel without penalty, this RFP, the resultant
      contract or any portion thereof for unsatisfactory performance or unavailability of funds.

8.    EMAIL ADDRESS OR TELEPHONE PHONE NUMBER FOR QUOTE CLARIFICATION: The
      Offeror must include an email address and a local or toll-free number for offer clarification. Failure to do so
      may result in the quote being classified as non-responsive.

9.    CLARIFICATIONS: Any clarification of instructions, terms and condition, insurance, bonds or offer
      preparation shall be made only by the Contract Specialists stated on the cover sheet of this RFP. Technical
      clarifications should be addressed to the individual identified on the cover sheet. Clarification must be in
      writing and submitted as an addendum to be considered as part of this RFP.

10.   LATE SUBMISSIONS: Late submissions of proposals will be not be considered unless it is determined by
      the University that late receipt was due solely to mishandling by the University, or whenever the proposal is
      the only offer received. All other late submissions will be returned unopened.

11.   MODIFICATIONS: Only Modifications received prior to time specified for the proposal opening will be
      accepted. No modifications will be accepted following the opening. Technical clarifications of the offer may
      be requested by the Buyer following the opening.

12.   PUBLIC INFORMATION: All information, except that classified as confidential, will become public
      information at the time that the contract is awarded. Confidential information must be marked
      “CONFIDENTIAL” in red letters in the upper right hand corner of the sheets containing the confidential
      information. Price and information concerning the specifications cannot be considered confidential. (UNM
      Purchasing Regulations 11.6.3).

13.   PAYMENT DISCOUNTS: The University will take advantage of payment discounts offered whenever
      possible; however, payment discounts will not be used as a means to determine the lowest responsible offeror.

14.   PERIOD FOR OFFER ACCEPTANCE: Offeror agrees that an offer made will be good for a period of
      sixty (60-calendar days, an additional time period may be requested in the RFP Scope of Work.




                                                         xi
15.   REJECTION OF OFFERS: The University reserves the right to award offers based on evaluation criteria
      contained herein, to reject any and all offers or any part thereof, and to accept the offer that is in the best
      interests of the University.

16.   TAXES: The University is exempt from Federal Excise Taxes and from New Mexico Sales Taxes on
      materials, except construction materials used by a contractor. Services are not exempt. Taxes on services
      should be included as a separate line item and not included in any base price quote. Applicable taxes are
      excluded from the proposal evaluation. A non-taxable transaction certificate will be provided upon request.

17.   WITHDRAWAL OF OFFERS: Offers may be withdrawn by written notice, electronically of in person, by
      an authorized representative of the Offeror, any time prior to the award. Offerors requiring bid security will
      result in forfeiture of the security if the offer is withdrawn following the opening.

18.   CASH DISCOUNTS: The University will take advantage of cash discounts offered whenever possible;
      however, cash discounts will not be used as a means to determine the lowest cost.

20.   SUBMISSIONS OF DRAWINGS/LITERATURE: The submission of drawings and literature to be used in
      the evaluation of the offer must be made by the closing date and time to be considered. All submissions shall
      be made at no expense to the University. Returns of submissions will be made only when requested by the
      Offeror and only at Offeror’s expense.

21.   ALTERNATE OFFERS. Alternate offers will be accepted and considered provided they are “equal to” and
      meet all specifications of this RFP which may include all specifications of the Brand used to identify the
      quality of the goods and/or services requested. The University reserves the right to make the final
      determination of whether an alternate offer is equal. It is the Offeror’s Responsibility to provide, as part of
      the offer, descriptive literature and specification information on all alternate offered. References of current
      users should be included. If the item(s) offered are not clearly identified as alternate items(s) it is understood
      that the offer is for item(s) exactly as specified in this RFP.




                                                         xii
                                     SECTION IV
         THE UNIVERSITY OF NEW MEXICO SUPPLIER CONFLICT OF INTEREST AND
                   DEBARMENT/SUSPENSION CERTIFICATION FORM
   THE FOLLOWING MUST BE CERTIFIED IF THIS PURCHASE ORDER IS $10,000 OR GREATER


CONFLICT OF INTEREST
The authorized Person, Firm and/or Corporation states that to the best of his/her belief and knowledge: No employee or
Regent of The University of New Mexico (or close relative), with the exception of the person(s) identified below, has a direct or
indirect financial interest in the Vendor or in the proposed transaction. Vendor neither employs, nor is negotiating to employ,
any University of New Mexico employee, Regent or close relative, with the exception of the person(s) identified below. Vendor
did not participate, directly or indirectly, in the preparation of specifications upon which the quote or offer is made. If the
Vendor is a New Mexico State Legislator or if a New Mexico State Legislator holds a controlling interest in Vendor, please
identify the legislator: _____________________________________ List below the name(s) of any University or New Mexico
employee, Regent or close relative who now or within the preceding 12 months (1) works for the Vendor; (2) has an ownership
interest in the Vendor (other than as an owner of less than 1% of Vendor’s stock, if Vendor is a publicly traded corporation); (3)
is a partner, officer, director, trustee or consultant to the Vendor; (4) has received grant, travel, honoraria or other similar support
from Vendor; or (5) has a right to receive royalties from the
vendor.____________________________________________________________________________________


DEBARMENT/SUSPENSION STATUS
The Vendor certifies that it is not suspended, debarred or ineligible from entering into contracts with the Executive Branch of the
Federal Government, or in receipt of a notice or proposed debarment from any Agency. The vendor agrees to provide immediate
notice to The University Purchasing Department in the event of being suspended, debarred or declared ineligible by any
department or federal agency, or upon receipt of a notice of proposed debarment that is received after the submission of the quote
or offer but prior to the award of the purchase order or contract.

CERTIFICATION
THE UNDERSIGNED HEREBY CERTIFIES THAT HE/SHE HAS READ THE ABOVE CONFLICT OF INTEREST
AND DEBARMENT/SUSPENSION STATUS REQUIREMENTS AND THAT HE/SHE UNDERSTANDS AND WILL
COMPLY WITH THESE REQUIREMENTS. THE UNDERSIGNED FURTHER CERTIFIES THAT THEY HAVE
THE AUTHORITY TO CERTIFY COMPLIANCE FOR THE VENDOR NAMED AND THAT THE INFORMATION
CONTAINED IN THIS DOCUMENT IS TRUE AND ACCURATE TO THE BEST OF THEIR KNOWLEDGE.


Signature: ____________________________Title: _____________________________Date: __________________

Name Typed: __________________________________Company Name_____________________________________
Address ______________________________________City/State/zip: ______________________________________

THE FOLLOWING MUST BE CERTIFIED IF THIS PURCHASE ORDER IS $100,000 OR GREATER:
CERTIFICATION AND DISCLOSURE REGARDING PAYMENTS TO INFLUENCE CERTAIN FEDERAL
TRANSACTIONS (APRIL 1991)

     A.   The definitions and prohibitions contained in the clause, at FAR 52.203-12, Limitation on Payments to influence
          Certain Federal Transactions, I included in this solicitation, are hereby incorporated by reference in paragraph (b) of
          this certification.

     B.   The offeror, by signing its offer, hereby certifies to the best of his or her knowledge and belief that on or after;
          December 23, 1989

     1)    Federal appropriated funds have not been paid and will not be paid to any person for influencing or attempting to
           Influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an
           employee of a Member of Congress on his or her behalf in connection with the awarding of any Federal contract, the
           making of any Federal grant, the making of any Federal loan, the entering into any cooperative agreement, and the
           extension, continuation, renewal, amendment or modification of any Federal contract, grant, loan, or cooperative
           agreement;



                                                                 xiii
     2)   If any funds other than Federal appropriated funds (including profit or fee received under a covered Federal
          Transaction) have been paid, or will be paid, to any person for influencing or attempting to influence an officer or
          employee of any agency, a Member of Congress, and officer or employee of Congress, or an employee of a Member of
          Congress on his or her behalf in connection with this solicitation, the offeror shall complete and submit, with its offer,
          OMB standard form LLL, Disclosure of Lobbying Activities, to the Contracting Officer; and He or she will include the
          language of this certification in all subcontract awards at any tier and require that all recipients of subcontract awards
          in excess of $100,000 shall certify and disclose accordingly.

     3)   (c) Submission of this certification and disclosure is a prerequisite for making or entering into this contract imposed by
          section 1352, title 31, United States Code. Any person who makes expenditure prohibited under this provision or who
          fails to file or amend the disclosure form to be filed or amended by this provision shall be subject to a civil penalty of
          not less than $10,000 and not more than $100,000 for each such failure.


CLEAN AIR ACT AND FEDERAL WATER POLLUTION CONTROL ACT
The undersigned company agrees to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air
Act (42 U.S.C. 7401 et seq.) and the Federal Water Pollution Control Act as amended (33 U.S.C. 1251 et seq.)


CERTIFICATION
The undersigned hereby certifies that he/she has read the above CERTIFICATION AND DISCLOSURE REGARDING
PAYMENTS TO INFLUENCE CERTAIN FEDERAL TRANSACTION (APR 1991) and CLEAN AIR ACT AND FEDERAL
WATER POLLUTION CONTROL ACT requirements and that he/she understands and will comply with these requirements.
The undersigned further certifies that they have the authority to certify compliance for the vendor named below.

Signature: _______________________________Title: ___________________________________ Date: _________

NameTyped:______________________________________Company: ______________________________________

Address:_________________________________________City/State/zip: ___________________________________




                                                               xiv
                                                               Table of Contents

EXECUTIVE SUMMARY ................................................................................................................................ .……3
    SCOPE OF SERVICES ...................................................................................................................................................3
    INVITATION FOR RESPONSE........................................................................................................................................3
RFP TIMELINE ..........................................................................................................................................................4

RFP RESPONSE PROCESS ......................................................................................................................................5

RFP SUMMARY .........................................................................................................................................................7

ORGANIZATION BACKGROUND .........................................................................................................................9

OUR MISSION, VISION, AND CORE VALUES ....................................................................................................9
    MISSION ...................................................................................................................................................................10
    VISION .................................................................................................................................................................... 10
    CORE VALUES ...........................................................................................................................................................9
UNM HOSPITALS ....................................................................................................................................................10
    UNM HOSPITAL.......................................................................................................................................................10
    UNM CARRIE TINGLEY HOSPITAL ...........................................................................................................................10
    UNM CHILDREN'S HOSPITAL ...................................................................................................................................11
    UNM CHILDREN'S PSYCHIATRIC CENTER ................................................................................................................11
    UNM PSYCHIATRIC CENTER ...................................................................................................................................11
UNMHSC CLINICAL ENTERPRISE STRATEGIC PLAN FIVE-YEAR GOALS ...........................................12
    MISSION ENHANCERS ..............................................................................................................................................12
    MARKET MODIFIER: UNMHSC’S DESIRED MARKET POSITION .........................................................................12
    MARKET MODIFIER: MASTER CAMPUS FACILITY PLAN ...........................................................................................12
    ECONOMIC ENABLERS .............................................................................................................................................12
    INTERNAL ENABLERS...............................................................................................................................................13
    UNM HOSPITALS STATISTICS FOR YEAR ENDING JUNE 30, 2009: .............................................................................14
    PATIENT PAYER MIX 2009 FROM 2008: ..................................................................................................................14
    UNMH 2009 ACCOMPLISHMENTS ...........................................................................................................................14
    UNMH 2008 ACCOMPLISHMENTS ...........................................................................................................................15
BUSINESS ISSUES ...................................................................................................................................................16

KEY DECISION PARAMETERS, EVALUATION CRITERIA AND SCORING.............................................20

VENDOR EVALUATION MATRIX.......................................................................................................................21
    RFP RESPONSES INSTEAD OF Y OR N .......................................................................................................................24
HUMAN RESOURCES – GENERAL………………………………………………………. .................................25

LABOR RELATIONS...............................................................................................................................................30

RECRUITING ...........................................................................................................................................................32

EMPLOYEE BENEFITS ..........................................................................................................................................36

EMPLOYEE HEALTH ............................................................................................................................................39

LEAVE MANAGEMENT ........................................................................................................................................41



UNM Hospitals RFP 148-09                                               Page 1 of 127                                                          ERP Solutions
                                                            Table of Contents
COMPENSATION MANAGEMENT .....................................................................................................................43

POSITION MANAGEMENT ...................................................................................................................................46

PERFORMANCE MANAGEMENT .......................................................................................................................49

LEARNING AND DEVELOPMENT ......................................................................................................................52

SUCCESSION MANAGEMENT .............................................................................................................................56

HR REPORTING - GENERAL ............................................................................................................................... 59

EMPLOYEE SELF SERVICE .................................................................................................................................60

PAYROLL..................................................................................................................................................................61

SCHEDULING AND STAFFING GENERAL .......................................................................................................71

SCHEDULING AND STAFFING ............................................................................................................................72

FINANCIAL MANAGEMENT - GENERAL .........................................................................................................77

FINANCIAL MANAGEMENT – ACCOUNTS PAYABLE..................................................................................84

FINANCIAL MANAGEMENT – ACCOUNTS RECEIVABLE ..........................................................................90

FINANCIAL MANAGEMENT – FIXED ASSETS ................................................................................................ 91

FINANCIAL MANAGEMENT – COST ACCOUNTING ....................................................................................95

FINANCIAL MANAGEMENT – CASH MANAGEMENT ..................................................................................96

FINANCIAL MANAGEMENT – BUDGETING....................................................................................................97

FINANCIAL MANAGEMENT – PROJECT ACCOUNTING ...........................................................................100

FINANCIAL MANAGEMENT – FINANCIAL REPORTING ..........................................................................102

INVENTORY MANAGEMENT - GENERAL .....................................................................................................106

MATERIALS MANAGEMENT - GENERAL .....................................................................................................109

PURCHASING MANAGEMENT - GENERAL...................................................................................................115

BUSINESS INTELLIGENCE ................................................................................................................................ 119

TECHNICAL QUESTIONS - GENERAL ............................................................................................................121

APPENDIXES ..........................................................................................................................................................127




UNM Hospitals RFP 148-09                                            Page 2 of 127                                                       ERP Solutions
                                  Organization Background

Executive Summary
SCOPE OF SERVICES
UNM Hospitals is soliciting proposals from qualified and best of breed “Tier 1” software vendors
to provide a comprehensive Enterprise Resource Planning solution that meets or exceeds current
and future strategic and technology directions of our organization. Solution details are identified
within this document.
Only vendors that are considered “Tier 1” providers of Enterprise Resource Planning (ERP)
software products and can demonstrate a significant market presence with multiple university
healthcare systems or publicly supported hospital systems will be considered. The RFP committee’s
expectation is that any proposed vendor software solution will satisfy most if not all of the items
identified within this RFP without partnering with a number of independent software vendors or
business partners. Consortiums of software vendors are not encouraged to respond.

INVITATION FOR RESPONSE
UNM Hospitals is a provider of healthcare services and medical research, training and outreach to
physicians, patients and customers in healthcare. It has 634 beds and 21 Offsite Clinics staffed with
6,000 employees and an annual revenue level of $650 million. The purpose of this RFP is to gather
enough information to determine the degree to which your product meets the functional and
technical needs of UNM Hospitals for a comprehensive ERP solution. Software packages that
require significant enhancements will not be considered.
The scope of UNM Hospital services include adult and geriatric for general medical/surgical,
critical care, perioperative, trauma, transplantation, AIDS, obstetric, gynecologic, pediatric, fetal,
neonatal, psychiatric, pre/post acute care and outpatient services.
The preparation and issuance of this RFP is part of a comprehensive process that UNM Hospitals
uses to obtain the best overall solution, including but not limited to, quality and value for the
services contained in this RFP.




UNM Hospitals RFP 148-09                  Page 3 of 127                             ERP Solutions
                               Organization Background

RFP Timeline

January 20, 2010                        RFP 2nd Released via UNM website.


February 15, 2010                       Vendor Questions Due – must be submitted in writing.
                                        Vendor questions should be submitted via email to
                                        Lynn Nelson (SALNelson@salud.unm.edu) with cc to
                                        Greg Seyk at (GSeyk@salud.unm.edu).


March 1, 2010                           Responses due for Vendor Questions available via
                                        UNM website.


March 15, 2010 - March 19, 2010         Vendor on-site visits with core RFP members to
                                        perform UNMH business process discovery.


March 31, 2010 4:00 pm (MST).           Deadline for Vendor RFP Submission.


April 14, 2010                          Vendor “Short List” identified and vendor notifications
                                        sent.


April 26 - 30, 2010                     Vendor “Short List” Software Presentations.


May 10 -14, 2010                        Vendor “Finalists” Interviewed.


May 21, 2010 4:00 pm (MDT)              Vendor “Finalists” Best and Final Offers Due.


May 28, 2010                            Vendor Selection and Notification.


Effective Date: The effective date of the agreement will be September 1, 2010 pending board of
Regents approval or as soon as all necessary approvals are granted.




UNM Hospitals RFP 148-09              Page 4 of 127                          ERP Solutions
                                Organization Background


RFP Response Process
      Review this RFP and identify any questions that may occur and submit them in writing by
       the deadline identified in the “RFP Timeline”.
      During the time period identified in the “RFP Timeline” pre-qualified “Tier 1” vendors
       will be invited onsite to allow them to participate in a Business Process Review due
       diligence effort to identify: Key stake holder challenges; Organization business issues;
       Strategic planning items and Organizational dynamics or metrics that may have an impact
       on the vendors RFP response.
      Each pre-qualified vendor should respond to every item listed in this RFP with one of the
       response choices from the “RFP Responses instead of Y or N” table listed in this
       document.
      Any pertinent detail to any of the responses may be annotated on the Appendix page(s) as
       appropriate by sequentially numbering each response with a “C-nn” and placing the same
       “C-nn” within the response cell for that RFP item.
      Vendors will be provided a series of “scenarios” or scripts that the vendor will be
       expected demonstrate how their software product would handle the identified scenario.
      Vendors will schedule an onsite “live” software presentation for the RFP committee and
       participants to view the general system feature functionality and that addresses each of the
       scenarios that were earlier provided to the vendor.
      The RFP committee will identify the vendor “Finalists” and notify each of their status.
      An interview (possibly a teleconference) will be scheduled for each vendor finalist during
       the time period identified in the “RFP Timeline”. The vendor will be expected to be
       available and be prepared to respond during the RFP committee’s question and answer
       session.
      The vendor “Finalists” will be given the opportunity to revise their proposed pricing for
       their “Best and Final Offer” submission to the RFP committee. All costs should be
       identified in detail.
           o Annual software maintenance should be forecast for the next five (5) years and
               will become a part of the contract. Annual software maintenance will be capped at
               a fixed percentage of the vendor discounted product retail price as established in
               the vendors RFP response. The annual software maintenance fee will remain
               stable for five years.
           o In the sixth year of the contract the vendor will discount the then current product
               retail price by the same discount percentage as represented in the RFP response
               and this new amount will be used to establish the software maintenance cost using
               the same fixed percentage identified in the RFP response for the subsequent five
               years. This process will continue for each 5 year period following the original
               purchase.
      The vendor “Finalists” are expected to:
           o Identify at least 3 current university affiliated healthcare / hospital clients and/or 3
               publicly supported hospital systems that are currently using their software within
               the definitions of this RFP and that have agreed to provide a reference for the
               vendor. The RFP committee will schedule at the vendor clients convenience a



UNM Hospitals RFP 148-09                Page 5 of 127                           ERP Solutions
                               Organization Background
             conference call to discuss the satisfaction with the vendors performance as well as
             the software product performance.
           o Identify 3 former customers of their software products and provide the business
             decision or parameters that may have resulted in the “loss” of the client for the
             vendor. This request is not intended to embarrass the vendor in any way but it is
             our goal to identify the efforts made by the vendor to retain the customer.




UNM Hospitals RFP 148-09              Page 6 of 127                         ERP Solutions
                                  Organization Background


RFP Summary
UNM Hospitals is seeking to identify and select an outside independent organization to provide a
solution for the items listed below. The remainder of this document provides additional information
that will allow a vendor to understand the scope of the effort and develop a proposal in the format
desired as identified earlier under “RFP Timeline”.
The objective of the RFP is to facilitate a process so as to evaluate an integrated solution for:
       Human Resources
            o Compensation.
            o Employee Benefits.
            o Performance Management.
            o Succession Management.
            o Leave Management.
            o HR Reporting.
       Labor Relations.
       Recruiting.
       Employee Health.
       Learning and Development.
       Payroll.
            o Multiple pay cycles.
            o Multiple pay types.
            o Checks / Deposits.
            o Taxes.
            o Accruals.
            o Deductions.
       Staff Scheduling.
       Financial Management.
            o Accounts Payable.
            o Accounts Receivable.
                     Insurance / Patient billing is not a part of this request.
            o Fixed Assets.
            o Cost Accounting.
            o Cash Management.
            o Budgeting.
            o Project and Activity Management.
            o Financial Reporting.
       Inventory Management.
       Materials Management.
       Purchasing.
       Business Intelligence.



UNM Hospitals RFP 148-09                  Page 7 of 127                            ERP Solutions
                                Organization Background
      Technical.
          o The intent of this RFP is NOT to acquire any hardware technology in order to
              implement the software product proposed but take advantage of “cloud computing”
              which may take the form of an out sourced, hosted or Software as a Service (SaaS)
              business model. It is expected that the vendor will quote the necessary services for
              this type of implementation.
          o Implementation and consulting services.
                   Please propose a phased implementation project plan.
      UNMH Employee Training for the ERP system.
            o For implementation / conversion.
            o For ongoing operation and staff turnover.
See the following pages for specifics.




UNM Hospitals RFP 148-09               Page 8 of 127                           ERP Solutions
                                Organization Background


Organization Background

Our Mission, Vision, and Core Values
MISSION
Our patient care mission encompasses serving as an accessible, high quality, safety focused,
comprehensive care provider for all the people of Bernalillo County, and providing specialized
services for people across the State.
Our education mission focuses on creating a patient care environment which is supportive of the
educational programs of the UNMHSC health professional schools.
Our research mission focuses on the application of new biomedical knowledge, translated to
innovative patient care programs and models of health care delivery, leading to health status
improvement for New Mexico.

VISION
UNMH will be the leader in improving New Mexico’s health outcomes through our academic
specialty programs and our community responsive, culturally competent, patient care, education,
and clinical research programs.
We aspire to be one of the nation’s leading university hospitals which captures the synergy in
being both an excellent academic institution and an innovative, community oriented public
teaching hospital. UNMH will set the standard for excellence in quality and patient safety in
public teaching hospitals.

CORE VALUES
Our core values emphasize:
    A culture of shared expectations regarding integrity, accountability and decisiveness in
       commitment to excellence;
    Compassion and respect in our interaction with students, patients and colleagues;
    Diversity in people and thinking;
    Effective utilization of our resources;
    Advancement of our institutional mission while supporting professional and personal
       growth.




UNM Hospitals RFP 148-09               Page 9 of 127                          ERP Solutions
                                Organization Background


UNM Hospitals
UNM HOSPITAL
The UNM Health Sciences Center is a national leader among health care institutions. UNM
Hospital, the HSC's primary clinical component, has consistently ranked in the 100 top-
performing hospitals in the United States, and ranks among the top 10 academic centers in the
nation.
The hospital operates New Mexico's only Level I Trauma Center, treating over 90,000 emergency
patients and more than 450,000 outpatients annually. The Barbara & Bill Richardson Pavilion,
which opened in the spring of 2007, added nearly 500,000 square feet of emergency and clinical
space uniquely configured for medical efficiency and patient safety, and fitted with cutting-edge
imaging, laboratory and surgical technology.
UNM Hospital serves as the primary teaching hospital for the UNM School of Medicine and
participates in hundreds of advanced clinical trials annually. It also is the home of the highly
regarded UNM Children's Hospital and the National Cancer Institute-designated UNM Cancer
Center. The UNM Hospital system includes Carrie Tingley Hospital, UNM Children's
Psychiatric Center and UNM Psychiatric Center; and shares missions and resources with UNM's
College of Nursing and College of Pharmacy as well as the New Mexico Poison Center.
In addition to the main hospital, the UNM system operates 43 off-site clinics throughout the
state. The hospital further expands into New Mexico's rural communities through a nationally
recognized Telemedicine / Telehealth network, linking patients and physicians throughout the
state to the most up-to-date research and medical information available.

UNM CARRIE TINGLEY HOSPITAL
For more than 70 years, Carrie Tingley Hospital has been providing caring, coordinated
healthcare to children and adolescents with complex musculoskeletal and orthopedic conditions,
rehabilitation needs, developmental issues and long-term physical disabilities.
Currently, Carrie Tingley Hospital is the only pediatric rehabilitation hospital in the state,
housing a 24-bed inpatient unit in the Barbara and Bill Richardson Pavilion. We conduct more
than 21 specialized clinics ranging in emphasis from brain and spinal cord injuries to
development and neurological conditions to juvenile arthritis and clinical genetics. We also
provide numerous therapy rooms, Gait labs, wheelchair evaluations, and braces or prosthetics.
Children, particularly those with chronic conditions, need specialized healthcare focusing on
their unique needs in a child-friendly place. Hospitalized children with chronic and often life-
threatening diseases need quick, easy access to surgical and imaging services available at the
Pavilion. And, this continuum of care extends to services available at UNM Children's Hospital,
UNM Children's Psychiatric Center and UNM Hospital.




UNM Hospitals RFP 148-09              Page 10 of 127                         ERP Solutions
                                 Organization Background
UNM CHILDREN'S HOSPITAL
The University of New Mexico Children's Hospital, New Mexico's only dedicated Children's
Hospital, is an academic medical center with health care providers expertly trained to deliver the
most advanced neonatology and pediatric care in New Mexico.
Occupying nearly 500,000 square feet of the new Barbara & Bill Richardson Pavilion, UNM
Children's Hospital cares for nearly 60,000 children, over half of whom live outside of the
Albuquerque area. Our range of care extends from acute illness and trauma to chronic disease
and disability, and draws additional expertise from UNM's School of Medicine, Colleges of
Nursing and Pharmacy, and UNM Cancer Center.
The facility spans three floors of dedicated pediatric clinical space and includes a newly equipped
maternity center, pediatric emergency center, newborn intensive care unit, pediatric oncology
infusion center and Child Life Center.

UNM CHILDREN'S PSYCHIATRIC CENTER
UNM Children's Psychiatric Center provides intensive psychiatric treatment to children and
adolescents through the age of 17. Acute inpatient care, residential care and partial (day) hospital
care are provided in various settings on the Center's campus and include family education to
increase parents' and siblings' understanding and ability to manage their children.
Clinical services under the direction of the UNM School of Medicine faculty include
comprehensive evaluation and assessment, treatment planning, individual, group and family
therapy, psychopharmacology, speech, art, recreational and occupational therapy. Children, their
families, and CPC work together to design a treatment program specific to the child's strengths
and needs.

UNM PSYCHIATRIC CENTER
UNM Psychiatric Center, a component of the University of New Mexico Hospitals Behavioral
Health Programs, is a public not-for-profit facility, providing a full spectrum of mental health
and psychiatric care for all New Mexicans. The Center was established in 1967, and since has
evolved into the largest community mental health provider in the state of New Mexico with
Telehealth / telemedicine links throughout our communities, schools, corrections facilities and
more. In 2008, the Center admitted nearly 1,500 patients, while outpatient clinics experienced
more than 190,000 visits.
Much of UNM Psychiatric Center's support and expertise comes from the UNM School of
Medicine's Department of Psychiatry, comprised of an array of faculty, residents, educational
programs, research activities, and clinical and community based facilities and programs. The
Center also is electronically integrated with UNM Hospital and its outlying clinics to improve
diagnoses and treatments as they relate to patient history, prescription medication(s) and other
vital, protected patient information.




UNM Hospitals RFP 148-09                Page 11 of 127                          ERP Solutions
                               Organization Background


UNMHSC Clinical Enterprise Strategic Plan Five-Year Goals
MISSION ENHANCERS
  • Development and implementation of report card to the community.
  • Successful interaction with community groups and overall tenor of relationships with
     community groups.
  • Community support for continued tax support.
  • New prevention/chronic disease management programs and number of persons enrolled
     in chronic disease management or prevention programs.
  • Successful implementation of Patient Centered Medical Home model.
  • Statewide reputation for leadership in community health, rural health, prevention, and
     chronic disease management.
  • Develop data stratification to ensure equity in outcomes.

MARKET MODIFIER: UNMHSC’S DESIRED MARKET POSITION
UNMH and UNMMG desire a market position that establishes the system as the academic
medical center and one of three major health care systems in the Albuquerque region including:
   •   In primary care and Bernalillo County, a focus on expanding services to the populations
       currently served and fulfilling the public teaching hospital mission.
   •   Growth in market presence for specialty services. Specialty clinical program
       development and expansion of market share will be achieved through a combination of
       geographic expansion and clinical program development:
           o Broader geographic reach through off campus ambulatory care and hospital
               developments
           o Clinical program development
                    Cancer Center
                    Cardiovascular Services
                    Women’s and Children’s Services
                    Neurosciences

MARKET MODIFIER: MASTER CAMPUS FACILITY PLAN
  • Open Sandoval Regional Medical Center (SRMC) to expand inpatient and ambulatory
    services capacity (75 beds).
  • Completion of Phase I and II of master facility plan.
  • Readiness for Phase III.
        • A new 432 bed acute hospital of 1.1M square feet
        • Completion of new clinic building with 100,000 square feet
  • Expanded ambulatory care access through new sites and growth at existing sites.

ECONOMIC ENABLERS
  • Achieve the internal improvements necessary to implement the long range capital plan.
  • Continued County support which increases commensurate with population growth.
  • Secure State or other source of support for $65M for long range capital plan.



UNM Hospitals RFP 148-09              Page 12 of 127                        ERP Solutions
                              Organization Background
INTERNAL ENABLERS
   • Clinical program enhancement increased market share in tertiary care overall and specific
     growth in oncology, cardiovascular, neuroscience, and women’s and children’s services.
   • Quality and patient safety: development and implementation of plan to achieve break
     through improvement leading to top 20 UHC ranking in five years.
   • Patient throughput includes an effective care management and discharge process.
   • UNMMG maturation measured by faculty growth, opening of SRMC, and achievement
     of clinical enterprise quality goals.
   • Patient satisfaction: development and implementation of plan for accelerating patient
     satisfaction improvement to achieve break through increases.
   • Staff satisfaction is an area of focus as a key driver of patient satisfaction.
   • Implementation of an enterprise-wide Electronic Health Record.
   • Effective Governance as measured by Board self evaluation process.




UNM Hospitals RFP 148-09             Page 13 of 127                        ERP Solutions
                                Organization Background

UNM HOSPITALS STATISTICS FOR YEAR ENDING JUNE 30, 2009:
       (with change rate from June 30, 2008).
      Employees 5,797 (11% growth)
      Emergency visits 90,029 (4% growth)
      Outpatient visits 467,619 (4% growth)
      Births 3,923 (1% decline)
      Inpatient Days 177,325 (9% growth)
      Inpatient Operations 8,145 (13% growth)
      Outpatient Operations 9,188 (3% growth)
      Number of beds 634 (3% growth)
      Offsite clinics 21 (down 2)
      Payroll/Benefits $352,647,439; 52.5% of expenses (2% growth)
      Debt Coverage Ratio 5.5 times from 6.5 times.
      County Mill Levy (annual public funding) $87,764,190 (6% growth)

PATIENT PAYER MIX 2009 FROM 2008:
      Medicaid 30% from 32%
      Uncompensated care 18% unchanged
      Commercial/HMO 23% from 26%
      Medicare 18% from 17%
      Other 8% from 7%

UNMH 2009 ACCOMPLISHMENTS
      UNMH earned the HRSA Organ Donation Medal of Honor, given annually to hospitals that
       achieve and sustain a donation rate of 75%+ of eligible donors.
      UNM Children’s Hospital, CTH distance care, and Lifeguard were featured in Children’s
       Hospitals Today, a print publication of NACHRI.
      UNM School of Medicine named 2008 recipient of the prestigious AAMC Spencer Foreman
       Award for Outstanding Community Service.
      College of Nursing Nurse-Midwifery Education Program ranks 3rd in nation for six consecutive
       years.
      UNMH is designated a Top 125 Training Organization by Training Magazine.
      Recognized as a Quality Respiratory Care Recognition Facility for 2009. Less than 15% of
       hospitals have this designation, the equivalent of Magnet!
      UNMH named one of the Nursing Professional Magazine Top 100 Hospitals to Work For.
      Maternity & Family Planning Clinics Community Health Worker Program wins NM Community
       Health Worker Program of the Year Award.
      Truman Street Clinic one of five programs spotlighted in HRSA’s biennial report to Congress on
       the Ryan White HIV/AIDS program as a premier program in reducing access disparities to care
       by people with HIV.
      MCICU receives the AACN Beacon Award for Critical Care Excellence for Medical ICU
       (placing it among top ICUs in nation).
      250 hospital/clinic doctors and 40 Cancer Center doctors nominated for Albuquerque the
       Magazine’s “Top Docs!” 7 docs won top honors in their specialty!
      The nine Surgical Care Improvement Project (SCIP) measures were all at or above the 90%
       benchmark in 1Q 2009



UNM Hospitals RFP 148-09               Page 14 of 127                            ERP Solutions
                                  Organization Background
      Heart Failure core measure rate has consistently improved over the last two years more than
       tripling our rate of compliance since beginning interventions in 4Q 2007
      New expanded, state-of-the-art Cardiac Catheterization Laboratories open.
      Patient Satisfaction scores UP: Inpatient 81.8, Outpatient 84.1. Both all-time highs for the last 8
       periods!
      UNMH named most-wired nationally for 8th time, and for the 7th consecutive year! (We are the
       only hospital in New Mexico to make the list this year!)
      We receive Advanced Certification as a Primary Stroke Center by TJC.
      ASAP receives TJC accreditation.
      The new Cancer Research and Treatment Center II opened.
      The Executive Director or the Children’s Psychiatric center was selected as a winner of the 2009
       NurseWeek Excellence Awards, Mountain West region, Management category.
      Number of UNMH employees Hired in FY ’09 1334. (10.7% turnover rate Jan-June 2009).
      336 RNs hired in FY 2009 (7.8% turnover rate Jan-June 2009, down from 11% last year).

UNMH 2008 ACCOMPLISHMENTS
      First Hospital in North America to implement Neoteric Blood System.
      Ranked 3rd nationally for conservative care (Consumer Reports).
      Named most-wired hospital nationally for 6th time. Only 9 organizations have made the list 5
       times.
      MRSA Team receives Journey of Excellence Award from the Committee on Excellence.
      Performed first robotic surgery in NM.
      The following accomplishments are specific to the University Of New Mexico School Of
       Medicine neither of which will be participating in this RFP.
           o School of Medicine ranks 2nd in nation for rural medicine program (US News & World
               Report).
           o School of Medicine ranks 9th in nation for family medicine program (US News & World
               Report).
           o School of Medicine ranks 17th in nation for occupational therapy program (US News &
               World Report).
           o School of Medicine ranks 31st in nation for primary care program (US News & World
               Report).




UNM Hospitals RFP 148-09                 Page 15 of 127                              ERP Solutions
                                       Business Issues


Business Issues
      $650 million annual revenues (unadjusted).
      5900 employees. Average weekly hire from 25 to 50 employees.
      Opened a new Children’s Hospital 2007. Opened a new Cancer Research Center this year.
       Administrative (IT, HR, Finance, Payroll, Medical Billing) reside in another building away from
       the hospital.
      Teaching hospital for University of New Mexico Health Sciences. CEO is a VP for the Health
       Sciences Center and reports to the Board of Regents.
      Hospital is also public supported and receives approximately $85 million in public funds
       annually which offsets approximately $120 million in uninsured care.
      45 employees in the HR department. The department head is the HR Administrator (James
       Pendergast) who reports to CEO (Steve McKernan). Departments under Jim Pendergast’s
       responsibility are Human Resources, Employee Labor Relations, Organizational and Professional
       Development, Parking, Security, Compensation & Benefits, Recruiting, Employee
       Communications & Public Relations and QA & Customer Service.
      109 staff in IT department. Department head is the CIO (Ron Margolis) who reports to the CEO.
       The IT department is responsible for all clinical, administrative systems, telecommunications,
       networks, wireless, help desk, security. Multiple platforms, multiple packages, little integration.
       Lots of specialization in the staff, little knowledge transfer, little to no documentation for
       “interfaced” systems. No process flow diagrams. Many “silos” of information.
      Recently implemented a new Clinical System upgrade from Cerner Systems.
      Implemented Cerner EMR Electronic Medical Record in October 2009.
      Implemented PACS Radiology System in 2007 and upgraded in 2009.
      In-house developed:
           o Online candidate application system minimal interface to HR system. Difficult to hire for
               a position that was not recruited. Positions recruited and applicants will “disappear”.
               Takes IT and a help desk call to fix. Former employees who used the applicant system to
               apply for a job and were hired cannot use the system to reapply and return to the
               organization. The recruiting department must manually submit their application.
           o Employee status change system “Live Hire” restricts status changes to a single change
               per day. Can’t submit a position change with a rate change in the same pay period.
               Multiple changes must be scheduled. Unfortunately multiple managers across system
               may schedule simultaneous changes occasionally impacting payroll. Status changes seem
               to disappear once in awhile. Any changes are “interfaced” at night with main HR system
               Empath.
           o Informational system “DataShare” a copy of the production database occurs at 3 AM to
               provide employees access to HR master file information. No changes are allowed simply
               inquiry and report processing.
           o Employee performance evaluation system. Notifies supervisor of pending evaluations. If
               a supervisor starts an evaluation but doesn’t complete it, no one can “see” it to complete
               it. Only the immediate supervisor may “see” the employee that is due an evaluation. If
               department reorganizations take place, evaluations become “lost”. If supervisors
               terminate before completing an evaluation it becomes “lost”. A recent attempt at a
               system change to transfer all “lost” evaluations that reflect a terminated supervisor be
               transferred to the Manager of Compensation seems to have had mixed results.
           o Budgeting for FTE’s versus active employees is “confused”. Budget is based on .25, .50,
               .75 or 1.0 of an FTE. Departmental heads may hire an employee and exceed budgeted



UNM Hospitals RFP 148-09                 Page 16 of 127                             ERP Solutions
                                         Business Issues
                amount. Supervisors may also hire outside of budget constraints. Issues between Budget
                FTE’s and active FTE’s for the cost center appear to be common place. For example,
                employees shared between cost centers.
            o Position Control. Reporting structure, organization charts, cost center changes all require
                manual spreadsheets sent to IT to “update” DataShare but these “updates” DO NOT
                update the Empath system.
            o DataShare security dependent on cost centers, but often it takes weeks to update cost
                center changes, supervisory changes and department reorganizations. Sometimes the
                organization discrepancies are only noticed when an employee “misses” a performance
                evaluation.
            o Mass salary changes imported via spreadsheet requires “Live Hire” database to be
                “frozen” from any status changes submitted online in Live Hire or it may cause the mass
                rate change to fail.
            o Minimal employee self-service, address changes and check inquiry. Implementing
                electronic pay stub services in October. Current initiative to implement PAY cards for
                employees without a “bank” account and require auto deposit with online stubs is
                successful.
            o Benefits annual open enrollment is all paper and manual data entry. Although the
                effective date is August 1, employees don’t receive identification cards until a couple of
                weeks later making early utilization of healthcare problematic.
            o Nurse Turnover “dashboard” seems to be somewhat unreliable and understanding the
                metrics used to determine the information that is presented is confounding. However the
                turnover stats are used to determine if the department head receives a semi-annual
                incentive. When the fiscal year was over, the turnover stats didn’t appear to be consistent
                from the Director level through the roll-up to the Administrator. CEO looks at nurse
                turnover daily.
            o Excel “Database” that tracks union and non-union grievances from 1st step through 3rd
                step and arbitration.
            o Excel “Database” that tracks disciplines by offense, department and employee.
            o Excel “Database” that tracks FMLA, Military Leave and LOA’s
      Now Solutions “Empath” employee HR, payroll, benefits system. 12 years old, Oracle database,
       “antiquated”, no referential integrity, difficult to get information, entire 12 years of history on the
       system. Multiple vendor upgrades have either failed or were never completed due to data
       problems. This database “feeds” DataShare application and Live Hire application. Only Live
       Hire exports data back to Empath.
      Ross Financial system equally as old. Also an Oracle database.
      Online training system “Learning Central”. Allows the employee to schedule themselves for
       training and complete the course. All completed training is monitored and tracked. The system is
       built by Plateau and there is a maintenance contract with them. This system also monitors both
       classroom training and on the job training in addition to the online training. The system has the
       ability to assign training based on job position or department or a combination. Sends reminder
       emails for overdue learning and registrations. The system does not interface with the Empath
       system or the in-house developed Position Control system. As a result changes made to position
       requirements must then be made to Learning Central. Changes made to the Employee’s position
       must also be transcribed into Learning Central. For example “new leaders” promoted into a
       leadership position are not notified by Learning Central that they have new competencies to
       complete.




UNM Hospitals RFP 148-09                  Page 17 of 127                               ERP Solutions
                                        Business Issues
      Crystal Reports (v10 a back release) used for Ad Hoc and custom reporting. Crystal Enterprise
       automates many of the scheduled reports. Otherwise identified users within departments must
       submit reports using Enterprise.
      Kronos is used for time and attendance and it is not anticipated that it would be replaced. There
       appears to be some frustration with Kronos and the lack of information within the Kronos
       database versus Ross versus Empath.
      Salaried employees swipe in everyday to Kronos but don’t need to swipe out. Hourly employees
       must swipe in and out and for lunches if greater than one half hour. Clinical staff who
       temporarily works in another department may change their cost center when they swipe in.
       Unfortunately there may not be a matching cost center and position number match in the Empath
       system. Finance reconciles the issue behind the scenes, and it seems to be a pretty common
       practice. An employees “home” cost center and position combination will determine most
       reporting information. However, there isn’t always a match in the position table for an employees
       cost center and position.
      Help desk may take days to respond to issues. Users are accustomed to simply waiting.
      IT is hesitant to perform spreadsheet uploads to the Empath database, but there is no viable
       alternative for such things as mass pay changes, particularly for employees covered by the labor
       union.
      The budgeting cycle for next fiscal year begins in January and goes through March. Another
       “upload” is required for that data to be loaded into the finance side.
      A single systems analyst is responsible for Empath. This employee has been at the organization
       for a very long time. The analyst is responsible for all security, database integrity, system
       changes and anything else. When out of the office obtaining appropriate assistance is
       problematic.
      User training takes place by OJT with minimal user manual documents and no online tutorials
       available. One employee trains another and there is the opportunity for general knowledge
       “leak” as a result.
      Internal documented procedures for any position or process are generally up to the individual
       user to create and maintain. Much of it doesn’t exist or is out dated.
      Use Novel GroupWise for e-mail and network access control.
      Citrix is used to provide secure access to Kronos, Cerner and many of the other applications.
       Employee self-service from an “outside” computer is via Citrix.
      Lots of manual checks and balances which has increased workload on the staff. Every week is a
       pay cycle. Regular pay cycles are paid every two weeks, and “off” weeks are supplemental pay
       cycles. An automated report produced by Crystal Reports looks for checks over $5,000 to “audit”
       pay cycle.
      Crystal Enterprise is used to provide several automated reports on a variety of pay cycle, weekly,
       monthly, quarterly, annual schedules. Selected individuals in the departments are provided
       Crystal Enterprise access to produce reports on a requested basis. Ad hoc reporting is provided
       by the HRIS Manager in HR and by one or two individuals in other departments. Most Ad hoc
       reporting is provided via a service request to Information Technology.
      Crystal Enterprise reports are “hard coded” to be sent to a individual(s) within the department. If
       that individual leaves the organization it requires a manual effort to update the report processing.
      Three unions involved with RN’s, LPN’s, Technical Staff, Housekeeping and Communication.
       They are 1199 Licensed and Technical Unit, 1199 Support Staff Unit and Communications
       Workers of America.
      Nurses may transfer positions, departments, full-time to part-time to casual pool frequently. If
       going to casual pool, employee may elect to freeze benefits for one year in case they return to a
       benefits eligible position and then have their leave balances, LTD and employer retirement



UNM Hospitals RFP 148-09                 Page 18 of 127                              ERP Solutions
                                       Business Issues
       contribution benefits reactivated. If the freeze is not elected or they do not return to a benefits
       eligible position within one year, then vacation and holiday accruals are paid out to the employee
       but sick leave balances are forfeited. Unfortunately, the payroll system will not pay employees in
       casual pool for these types of pay so the employee must be transferred to a different payroll
       group, paid and then transferred back to casual pool during supplemental pay cycles. Effective
       dates are critical during this time period or the system won’t pay the employee in the next normal
       pay cycle. Also no status changes may be submitted for the employee during this time period.
      ANSOS staff scheduling system has proven inadequate for the hospital. One of the issues with
       ANSOS is the software does not have access to, or an interface with, either the Learning Central
       application that is used to maintain employee training records and competencies or the Empath
       HR database.
      Staff credentialing is maintained manually at each of the hospital units with the exception of
       CPR licenses. Unfortunately ACLS and PALS licensing are currently listed in the database as
       simply a CPR license.
      Semi-annual incentive pay based on five major goals including staff turnover, budget
       achievement and individual performance goals for each cost center.
      Employee terminations, final pay and status changes are convoluted and often an employee is
       kept “active” in order to process payments within the system after termination or retirement.
      University of New Mexico installed Banner software from Sungard. We’ve been unable to
       identify a teaching hospital / medical center nationally that uses Banner.
      UNMH employees are eligible for discounts at UNM sporting events, performing arts and other
       functions sponsored by UNM. As a result there is a nightly data movement from the existing
       Empath database to the Banner system maintained by UNM. Often this data movement results in
       errors due to duplicated social security numbers or a number of other possibilities.
      The Banner numbering protocol for UNM students and employees is the same as the current
       EmPath employee numbering protocol (1nnnnnnnn). This has caused overlapping employee
       numbers and misreporting of taxable benefits. UNMH needs an employee numbering protocol
       different from Banner.
      The CFO has been trying to replace the Ross financial system for many years.
      A comma separated value file is created every week with Crystal Enterprise which contains all
       new hire data for the week. This data is uploaded to the security badge system that is used to
       create employee access badges for all UNMH buildings. This “silo” of information and its
       reliability, its accuracy and its backup / recovery is a cause for concern within the organization.




UNM Hospitals RFP 148-09                 Page 19 of 127                             ERP Solutions
                               Vendor Evaluation Matrix


Key Decision Parameters, Evaluation Criteria and Scoring
Please see the Vendor Evaluation Matrix for detailed decision criteria on each of the following
items:
1. The purchase price and the total 10 year cost to UNMH to acquire and use the Vendor's services
    (10%).
       = Total Acquisition cost                                6 points.
       = Total Maintenance costs                               6 points.
       = Implementation and Support costs                      6 points.
       = Data Ownership.                                      15 points.
2. The quality and reputation of the Vendor and of the Vendor’s services (9%).
       = Company Background                                    33 points.
3. Completeness and appropriateness of the Vendor’s proposal in meeting UNMH requirements (81%).
       = Ability to demonstrate satisfactory results from pre-defined scenarios for:
                o Human Capital Management                     67 points (19%).
                o Payroll                                      55 points (16%).
                o Financial Operations                         42 points (12%).
                o Supply Chain Operations                      36 points (10%).
       = Reporting and Business Intelligence                   15 points (4%).
       = Technology and platforms                              27 points (8%).
       = Vendor Implementation                                 15 points (4%).
       = Training and ongoing customer support                 27 points (8%).
Total RFP evaluation points                                350 points.




UNM Hospitals RFP 148-09              Page 20 of 127                          ERP Solutions
                                Vendor Evaluation Matrix
           The following decision matrix will be used to rate each vendors proposal.

Vendor Evaluation Matrix

    ERP Vendor Evaluation
                                                                   Vendor Scores Based on
    Solution Components                                                  Evaluation
                                                        Possible   Vendor     Vendor    Vendor   Vendor
                                                         Rating      A          B         C        D

    Purchase Price and Total 10 year Cost
    Total Acquisition cost                                  6        0           0          0      0
    Total Maintenance costs                                 6        0           0          0      0
    Implementation and support costs                        6        0           0          0      0
    Data Ownership - Disaster Recovery costs                6        0           0          0      0
    Data Ownership - Data Storage costs                     3        0           0          0      0
    Data Ownership - Data Backup costs                      3        0           0          0      0
    Data Ownership - Liability for lost data                3        0           0          0      0
    Total                                                  33
    Company Background
    Years in Business                                      3         0           0          0      0
    Solution Fit - Short Term                              2         0           0          0      0
    Solution Fit - Long Term                               2         0           0          0      0
    Healthcare Industry Focus                              3         0           0          0      0
    Market Leadership Healthcare                           3         0           0          0      0
    Financial Stability                                    3         0           0          0      0
    R&D Spend                                              3         0           0          0      0
    Partner Ecosystem                                      2         0           0          0      0
    Strategic Acquisitions                                 3         0           0          0      0
    User Community involvement (upgrades)                  3         0           0          0      0
    Multi-suite Comparable References                      3         0           0          0      0
    Qualifications/experience of Vendor’s
    administrative team proposing to service UNMH
    needs                                                   3        0           0          0      0
    Total                                                  33
    Human Capital Management
    HRIS General Feature / Functionality                    5        0           0          0      0
    Employee Labor Relations                                5        0           0          0      0
    Recruiting/e-Recruiting                                 5        0           0          0      0
    Employee Benefits Management                            5        0           0          0      0
    Employee Health                                         4        0           0          0      0
    Leave Management                                        4        0           0          0      0
    Compensation Management                                 5        0           0          0      0
    Position Management                                     5        0           0          0      0
    Performance Management                                  5        0           0          0      0
    Learning and Development                                5        0           0          0      0
    Succession Management                                   5        0           0          0      0
    HRIS Reporting / Business Intelligence                  5        0           0          0      0
    Employee / Manager Self Service                         4        0           0          0      0
    Scheduling and Staffing                                 5        0           0          0      0
    Total                                                  67

UNM Hospitals RFP 148-09               Page 21 of 127                       ERP Solutions
                                  Vendor Evaluation Matrix
    Payroll
    Handles complex payroll issues without
    customization                                            5    0        0          0   0
    Integrate with Kronos Time Collection                    3    0        0          0   0
    Taxes and Tax Authorities                                4    0        0          0   0
    Cost Center Allocations                                  2    0        0          0   0
    Benefit Tracking                                         3    0        0          0   0
    Accruals Tracking                                        3    0        0          0   0
    Labor Reporting                                          4    0        0          0   0
    Deduction Processing                                     4    0        0          0   0
    Check Processing                                         3    0        0          0   0
    Garnishment Support                                      3    0        0          0   0
    W-2 Processing                                           5    0        0          0   0
    Employee Self-service                                    3    0        0          0   0
    Historical Data capture                                  5    0        0          0   0
    Integrated Reporting/Business Intelligence/Drill
    down                                                      5   0        0          0   0
    FLSA Compliance                                           3   0        0          0   0
    Total                                                    55
    Financial Operations
    Budgeting and Planning                                   1    0        0          0   0
    Enhanced General Ledger and Financial Close              3    0        0          0   0
    Financial Reporting & Consolidations                     5    0        0          0   0
    AP/AR                                                    3    0        0          0   0
    Financial Self Service                                   3    0        0          0   0
    Embedded Financial Compliance - Internal
    Controls / Audit controls                                 5   0        0          0   0
    Banking                                                   3   0        0          0   0
    Cash Management/Treasury                                  3   0        0          0   0
    Contract Accounting                                       3   0        0          0   0
    Project Accounting                                        1   0        0          0   0
    Fixed Assets                                              3   0        0          0   0
    Travel Management                                         1   0        0          0   0
    Business Intelligence / Drill down                        5   0        0          0   0
    Operational Analytics / KPI's                             3   0        0          0   0
    Total                                                    42
    Supply Chain Operations
    Strategic Sourcing                                        3   0        0          0   0
    Contract Management                                       3   0        0          0   0
    Category Management                                       3   0        0          0   0
    Self-Service Requisitions                                 3   0        0          0   0
    Purchase Order Processing                                 3   0        0          0   0
    Evaluated Receipt Settlement/EDI                          3   0        0          0   0
    Invoicing                                                 3   0        0          0   0
    Inventory Management                                      3   0        0          0   0
    Warehousing                                               3   0        0          0   0
    Auto ID/RFID Integration                                  3   0        0          0   0
    Supplier Collaboration                                    3   0        0          0   0
    Supply Chain Analytics                                    3   0        0          0   0
    Total                                                    36




UNM Hospitals RFP 148-09                  Page 22 of 127              ERP Solutions
                                  Vendor Evaluation Matrix
    Reporting and Business Intelligence
    Querying, Reporting and Analysis                          3    0        0          0   0
    Dashboards and Visualization                              6    0        0          0   0
    Data Integration and Data Management                      3    0        0          0   0
    Search and Navigation Tools                               3    0        0          0   0
    Total                                                    15
    Technology & Platforms
    Open, widely-adopted database (e.g. SQL Server,
    Oracle)                                                  2     0        0          0   0
    Support for existing technology (e.g. Windows XP)        2     0        0          0   0
    Real-time Integration Across Applications                3     0        0          0   0
    Supports sharing of Information without duplicating
    records                                                  3     0        0          0   0
    Ease and efficiency of integrating with other
    systems                                                  3     0        0          0   0
    Granular security (by system, company, file, user,
    record)                                                  4     0        0          0   0
    Client Browser Based HTML deployment                     2     0        0          0   0
    Unlimited # of Records Storage/Archiving
    Capabilities                                             2     0        0          0   0
    Time and/or event based alerts                           2     0        0          0   0
    Does not require significant product changes when
    data source changes are required                         2     0        0          0   0
    Interfaces with various other systems including
    EMR, CPOE, Pharmacy, Lab Systems, Imaging
    Systems, etc.                                             2    0        0          0   0
    Total                                                    27
    Vendor Implementation
    Best Practices Implementation Libraries                   2    0        0          0   0
    Solution Lifecycle Management                             2    0        0          0   0
    Frequent, quality, timely, software updates               3    0        0          0   0
    Frequent, quality, timely, tax updates                    4    0        0          0   0
    Implementation assistance (vendor or contractor)          4    0        0          0   0
    Total                                                    15
    Training and Ongoing Support
    Training costs – onsite                                  2     0        0          0   0
    Training costs – offsite (discounted with
    maintenance?)                                             2    0        0          0   0
    Training costs – online (CBT)                             4    0        0          0   0
    Training costs – ongoing                                  4    0        0          0   0
    Documentation                                             4    0        0          0   0
    Online help (how to) function                             3    0        0          0   0
    Customizable help (desk procedure) function               3    0        0          0   0
    Web or email support                                      3    0        0          0   0
    Telephone support (offshore or not?)                      2    0        0          0   0
    Total                                                    27

    GRAND TOTAL                                              350




UNM Hospitals RFP 148-09                 Page 23 of 127                ERP Solutions
                                  RFP Responses

RFP RESPONSES INSTEAD OF Y OR N
For all sections, answer the question with either:
Y       The product meets this requirement “out of the box”.
N       The product cannot meet this need under any circumstances.
R       This report can be generated, but only in a Report Writer.
T       This requirement can be met by a third party add-in or third party product.
A       This requirement can be met by adding a field to the application.
F       This requirement can be met by a future release of the core applications.
M       This requirement can be met, but only if the product is modified.
C#      Reference comment # in an Appendix.




UNM Hospitals RFP 148-09            Page 24 of 127                       ERP Solutions
                                    Human Resources
                                       General

Human Resources - General
                                 FUNCTION                                             RESPONSE
General Features and Functionality:
    Is the software SAS-70 compliant and certified?
    Employee demographics.
          o Name, SSN, I9 Status, Address, Spouse, Dependents, Birth
              dates, Telephones, Veteran Status, EEO, Automatic Deposit,
              W4, etc.
          o Reports on number of “status changes” within a defined
              period.
          o Tracks and reports on name changes within a defined period.
          o Work location information.
          o Union designation.
          o Labor union bargaining unit identification.
          o Seniority, certifications, degrees and licenses.
          o Employee identification cross-reference for an individual who
              may have worked for multiple entities with different federal
              identifications (i.e. University, Health Sciences Center and
              Hospital) for the same person who may have worked at either
              or all of the entities.
          o Track all demographic changes.
    Employee Self-Service.
          o Pay stub (paperless paychecks).
          o Open enrollment.
          o Demographic changes.
          o Life Change Events submitted for approval.
          o Log of all changes made with before and after images.
          o Employee changes may be flagged for “approval” before
              system accepts the change.
    Organization Structure Management.
          o Cost Center Changes.
          o Reorganization of departments and department heads.
          o Management Position Changes.
          o Organizational Charts.
          o Employee transfers
                   From staff to management and management to staff.
                   From non-patient care to patient care positions.
                   From labor union to labor union or to non-labor union.
                   From non-union to labor union.
    Security Administration.
          o Restrict access for viewing, editing and reporting by module
              and responsibility (manager, supervisor, clerk, volunteer and
              consultant).
          o HIPAA Compliant.




UNM Hospitals RFP 148-09               Page 25 of 127                         ERP Solutions
                                   Human Resources
                                      General
                                FUNCTION                                            RESPONSE
           o  Allows multiple levels of access for HR, Operational
              Directors, Managers, Supervisors, etc.
          o Cancels security access when director, manager, supervisor,
              status changes.
          o Reports and facilitates chance of direct reports when
              supervisor, manager, director status changes.
          o Allows user designated security access levels.
          o System provides reports on security access level designations
              by supervisor, manager, director etc.
      Business Intelligence.
          o Turnover by Job Class by Department and Cost Center.
          o Turnover by Administrator, Executive Director, Director, Unit
              Director, Manager by Department and Cost Center.
          o Overtime experience and projections by Job Class and Cost
              Center.
          o Length of Time to Fill Positions by Job Class.
          o Cost to Fill Positions by Job Class.
          o Benefits eligible employees and benefit participation.
          o Employee Health Insurance Expense.
          o Employee Non-productive hours accrued.
          o Facility Benefits Contribution.
          o Facility Disability Contribution.
          o Facility Life/Accident/Death Insurance Contribution.
          o Facility Matching Plans (401a/403b) Benefit Contribution.
          o Facility Retirement Benefit Contribution.
          o Facility Health/Dental Care Benefit Contribution.
          o Paid Holidays taken/not taken.
          o Tuition Reimbursement Benefit Contribution.
          o Employee involuntary separations.
          o Employee Separations and Reasons.
          o Formal Union Employee Grievances.
          o Non-union Employee Grievances.
          o Employee Grievances reaching arbitration
          o NLRB Recognized Labor Bargaining Units.
          o Unfair Labor Practice Charges.
          o Unfair Labor Practice Complaints.
          o Unionized Employees.
          o Union dues by title, years of service and department.
          o Average full-time headcount for a period (month, quarter,
              year) and trend.
          o Compensation changes for a period (month, quarter, year) and
              trend.
          o Employee Demographic Changes for a period (month, quarter,
              year) and trend.
          o Employee Headcount for a period (month, quarter, year) and
              trend.



UNM Hospitals RFP 148-09              Page 26 of 127                        ERP Solutions
                                      Human Resources
                                         General
                                   FUNCTION                                              RESPONSE
            o   Employee Separations for a period (month, quarter, year) and
                trend.
            o Nursing New Hires and trend.
            o New Hires Processed.
            o Nursing Division Employees and trend.
            o Nursing Division New Hires and trend.
            o Personnel Transactions Processed.
            o Recruiting metrics i.e. what caused the candidate to submit an
                application.
            o Applications received.
            o Full time / Part time / Temporary Hires.
            o House Staff Hires.
            o Average Placement Time.
            o Internal Applications Processed.
            o Job Postings Prepared.
            o Number of New Hires and trend.
            o Temporary Hires and trend.
            o Job Classification Request Turnaround.
            o Job Classes Maintained.
            o Job Descriptions Created.
            o Job Descriptions Processed/Handled.
            o Merit Increases Processed Union/Non-union/Management.
            o Pay Structures Maintained.
            o Salary Surveys Conducted.
            o EEO mix of candidates vs. hires.
            o Identify under represented EEO classes to target.
            o Perform “What If” scenarios on salary rate changes
            o Perform “What If” scenarios on Benefits changes
            o Perform “What If” scenarios on shift changes.
            o Perform “What If” scenarios on staffing changes e.g. full-time,
                part-time, temporary, contract labor.
     Policy and Procedure Publication.
            o Central Repository for all policies and procedures.
            o Retains history of policies and revision and effective dates.
            o Searchable by topic, phrase, etc.
System allows users to customize their screens based on their own work
process requirements.
Provides for management of a multi-entity IDN organizational structure
(including multiple EIN's) under a single company structure.
Centralized database to act as a repository for employee information with one
record per employee.
System provides user-defined security procedures to limit access to employee
and confidential payroll information.
Within a particular function, the system supports access to multiple employees
(without the need to go back to a main menu).




UNM Hospitals RFP 148-09                 Page 27 of 127                          ERP Solutions
                                      Human Resources
                                         General
                                   FUNCTION                                              RESPONSE
System provides the capability to purge/archive data and recall back into use
files based on user-defined parameters.
System can support an unlimited number of employees.
System provides access to functions & screens from other functions & screens
without requiring the user to go back to a main menu.
System supplies on-line error documentation and provides suggestions for
corrective action.

System provides help screens:
         At function level
         At field level
         At form level
         All procedural documentation is provided online
System delivers tools to create and access online training simulations.
Online training simulations can be built by subject matter experts (no
programming assistance required).
System provides dynamic pull down menus at the field level (eligible codes for
user selection will display automatically or on request)
System provides audit trail of changes to user-designated data elements
including date and time stamp, old and new values, user ID and effective date
vs. actual date.
System allows user to select any two audit history entries and do an online
comparison between the two to see what data was changed.
System retains user defined status code history on employees.
System can “flag” transactions for audit. Describe audit capabilities and
ability to view audit history online.
Current employee master file data can be converted into the new system
through an automated master file conversion.
Employee records can accessed for inquiry/update by:
         Name (alphabetically, first or last)
         Social Security Number
         Employee Number
         Department Number
System allows you to filter employee records for online access by data
elements such as job, rate of pay, supervisor, start date before or after a
defined date, department, comp-ratio value, etc. Describe the ability for each
user to create their customized filtered views within the application.
System allows for organizational structure changes to be made from an
organizational chart view.
System allows for supervisory structure changes to be made from a
supervisory organizational chart view.
System allows for organizational and supervisory changes to happen through a
single action, without requiring additional actions to move all impacted
employees.
System can manage employees with more than one work assignment and more
than one rate of pay. Describe any limitations.



UNM Hospitals RFP 148-09                 Page 28 of 127                          ERP Solutions
                                       Human Resources
                                          General
                                    FUNCTION                                              RESPONSE
System can manage employees with work assignments in more than one legal
entity. Describe any limitations.
System is integrated with financial system(s).
Human resources and payroll tables share a common database with other
enterprise functions, such as financials and materials management.
System automatically calculates accruals and reversals for general ledger
system.
System automatically generates liabilities for unused time off benefits.
Users can define deduction limits.
System supports upload and download capabilities in multiple file formats for
all data elements. Describe import/export options.
Employee and manager self-service functions are provided via corporate
intranet.
Employee and manager self-service functions are deployed over
intranet/Internet without third-party partner application.
System delivers employees and managers online, searchable access to policies
and procedures, FAQ’s, sample forms, etc. Describe how content is managed.
System provides for data entry by:
         On-line
         Batch
System provides data validation tables to ensure data entry accuracy.
Standard reports can be modified by System personnel without programming
intervention.
System provides for date-sensitive entry of data (changes can be put into the
system with advance effective dates).
System provides ability for advancing to or regressing from all data to a
particular date in time to allow for a comprehensive online view of all
retrospective or prospective data.
System produces purge report for verification prior to data purge.
System view and update security is defined:
         - At function level
         - At field to field level
         - At record level
System delivers ability to create an unlimited number of employee groups
based upon user defined criteria and parameters.
System delivers the ability to ‘drill’ to more detailed information regarding
desired topic (employee, company, department, pay, benefits, etc.). Do drill
paths have to be established by customer? Or are all drill paths pre-delivered?
Workflow solution functionality includes notifications (email, text msg., etc.)
Workflow solution includes approval and escalation processes.
Workflow solution includes ‘branching’ logic.
Workflow solution includes ability to automatically make updates to the
database.
Workflow solution includes ability to integrate with non-ERP systems.




UNM Hospitals RFP 148-09                  Page 29 of 127                          ERP Solutions
                                    Human Resources
                                     Labor Relations

Labor Relations
                                 FUNCTION                                            RESPONSE
Employee Labor Relations Management General Features and
Functionality.
    Union Identification, Membership and Reporting.
    Establishes and tracks seniority.
    Accommodates multiple seniority types.
    Creates seniority reports by union and by department.
    Contract Management.
    Bargaining Unit.
    Dispute tracking and resolution.
    Wage and Hour exception reporting.
    Employee Terminations by Type and Rehire Recommendation.
    Alerts functional areas for employee terminations (e.g. IT, HR,
       Security).
    Track employee assistance referrals.
    Grievance Tracking and Management.
    Ability to search by union, employee, issue, section of contract or
       supervisor.
    EEO.
    System tracks EEO/HRD complaints. Reports can be run by type of
       discrimination, employee and/or attorney.
    Court Cases Management.
    System traces court cases by employee, attorney, judge, type of case,
       progression through court system.
    System terminates union dues when union employee transfers to a
       non-union position.
    System reinstates union dues when employee returns to a union
       position or is re-hired.
    System tracks employees required to complete background checks,
       date fingerprinted, clearance notification, rejections and reviews.
    System will allow a smooth transition when an employee is returned to
       work from a termination.
    System will adjust hours if required; calculate benefits and accruals
       for a specified period.
    System will reinstate payroll deductions that were in place prior to
       termination.
    System tracks and reports employee certifications and licensing
       requirements.
    System reports on any missing or expired certifications or licensing
       items and notifies supervisor, manager, director, executive director
       and labor relations department of the expired item.
    System interfaces with Staff Scheduling module and prevents
       scheduling employee with any missing or expired certifications or
       licensing items.



UNM Hospitals RFP 148-09               Page 30 of 127                         ERP Solutions
                                       Human Resources
                                        Labor Relations
                                   FUNCTION                                              RESPONSE

The following items also appear in Performance Management and do not need
to be duplicated. They are included here to ensure they’re available.
System supports tracking of disciplinary actions.
System tracks the following information for all disciplinary actions:
         a. Employee name and number
         b. Applicable rule, policy and/or issue
         c. Organizational unit(s)
         d. Proposed discipline
         e. Date discipline received
         f. Employee response date
         g. Work location
         h. Supervisor’s name
         i. Appealed?
System records and allows for reporting of historical disciplinary actions by:
         a. Employee
         b. Level of incident
         c. Date of action
         d. Type of incident
         e. Department
         f. Bargaining unit / Union
System provides ability to track pre-discipline actions (i.e., warnings,
counseling memos, verbal counseling, etc.)
System automatically generates notifications and reminders to Human
Resources, Managers and others when follow-up is due or overdue.
System provides ability to flag employee record, once terminated, for
eligibility for rehire.
System tracks grievances according to user-defined processes, including the
following data:
         a. Date of step completion
         b. Arbitration information
         c. Result of grievance
System allows for full narrative description of each step within a disciplinary
or grievance process.
System allows for attachment of documents to disciplinary or grievance
records.




UNM Hospitals RFP 148-09                  Page 31 of 127                          ERP Solutions
                                       Human Resources
                                         Recruiting

Recruiting
                                    FUNCTION                                              RESPONSE
Applicant Flow and Tracking General Feature and Functionality.
     Applicant Screening.
     Web based New Employee Application Preparation.
     Tracking hire process by candidate/position/manager/recruiter.
     Applicant status self service - to include re-setting their password.
     Auto generated responses to applicant - to include password reset
         notification.
     Hire process documentation.
     Generate job postings.
     New Employee On-boarding.
     Recruiter Statistics.
     Internal versus External Candidate Tracking.
     External Posting delayed until after Internal Posting.
     Internal posting vs. external posting requirements by Job Class.
     Link and pull info from a Position Description table.
     Allow recruiter to modify Position Title and/or add text specific to
         recruited position, i.e. Operating Room Nurse.
     Allow routing of employee candidate salary calculation to multiple
         levels within Human Resources for calculation and approval.
     Salary calculation process links to various salary tables
Allows for manager to initiate a job requisition online.
Provides for user-defined, electronic routing of the requisition for approval.
Describe ability to access real-time supervisory changes to ensure appropriate
routing.
Provides automatic routing for multiple approvers for each requisition.
Ability to support multiple, user-defined types of openings/postings, such as
employee, casual pool, per diem, volunteer, temporary, internship, etc.
Provides functionality for applicant self-service via intranet and Internet.
Allows for capturing both internal and external applicants.
Allows for open competition (comparing internal and external applicants’
side-by-side, within the same data area).
Allows for employees to apply to for a position and automatically populates
the application with existing employee data.
Links job posting to the position description.
Supports matching position vacancies to employees, even if employee has not
applied for a position.
Controls or restricts job postings to budgeted positions within the defined cost
center (position control).
Supports creating a transfer pool of employees in closely related job classes.
Supports creating a transfer pool of employees who have been targeted to
move into this role. Please describe any integration between your recruiting
functions and succession management functions.




UNM Hospitals RFP 148-09                  Page 32 of 127                           ERP Solutions
                                        Human Resources
                                          Recruiting
                                    FUNCTION                                                RESPONSE
Captures relevant applicant data including demographic, skills, education,
personal preferences, etc.
Ability for applicants to identify job preferences.
Allows for unsolicited applicants and an ability to indicate the positions for
which they may be qualified.
Allows candidate to add attachments (resumes, cover letters, etc.) to their
record, with the ability for the recruiter and hiring manager to view these
documents. List any restrictions on number, type or format of attachments.
Able to utilize imaging to attach a resume and other applicant documents to
their record.
Candidate can automatically create a profile through the attachment and
parsing of a resume. List any restrictions on resume formats. List any third-
party contracts required to support resume parsing.
Allows for client configuration of the online candidate experience, including
fonts, logos, images, content, etc. Please describe.
Stores job profile data such as knowledge, skills, abilities, credentials and
education required. Job profile data automatically is linked to the requisition
and posting, eliminating the need for a recruiter to duplicate the requisition
qualifications upon posting.
Allows for manual override of job profile data on requisition, if desired.
Describe flexibility and limitations available for manual overrides.
Ability to systematically analyze current high performing employees within a
job and use that as a guide for identifying the appropriate and desired talent
profile of applicants. Please describe any integration between your recruiting
functions and performance management functions.
System can filter candidate pool by user-defined criteria.
Hiring managers can view online candidate pool. Describe how this is
accomplished and whether there are any limits on the candidates which the
manager can see.
Multiple posting templates can be created in advance to minimize the need for
generating posting verbiage for each requisition, with the ability to edit this
information as needed.
Provides for requisition control (list of open requisitions by department, filled
requisitions by department, by whom, replacement or addition, transfers with
requisition number, effective date, department to and from).
System provides online job posting functionality for intranet and Internet.
Allows for posting directly to third-party job boards from within the
application itself. Please list applicable job boards and any restrictions to this
capability.
System can automatically close internal and external postings (including
postings on job boards) when a position is filled.
Ability to indicate a job posting only available to internal employees.
Ability to set a user-defined job posting time period.
Ability to leave a job posting open indefinitely.
Posting rules can be defined to automate staggered postings via internal and
external posting sites.




UNM Hospitals RFP 148-09                    Page 33 of 127                           ERP Solutions
                                       Human Resources
                                         Recruiting
                                   FUNCTION                                               RESPONSE
Candidate can apply directly from a third-party job board site. Please describe
how your system supports this process.
Supports online interviews and maintains interview results.
Supports user-defined, candidate screening questions.
Please describe what types of questions can be asked (i.e., yes/no, multiple
choice, short answer, essay, etc.).
Is candidate allowed to continue applying if not all screening questions are
answered?
Allows for automatic linking to online assessments from the application.
Please describe ability to link to existing third-party assessment tools.
Allows for online entry of test results.
Tracks whether degrees, licenses, and certifications have been verified, the
date verified and by whom.
Allows for consideration of candidates within the database who have not
formally applied for a particular opening. Candidates can manually attach a
candidate to a requisition or systematically prompt the candidate to apply for a
particular opening.
System auto generates all communication to candidate, hiring manager,
recruiter, etc.
Automates business functions such as sending ‘position has been filled’
correspondence to other applicants when a candidate has been selected for
hire, etc.
Applicant can see real-time status of their application for every vacancy from
within their online account.
Recruiter can view all positions applied for by applicant, both open and
closed. Describe how a recruiter would access this information.
Ability to automatically transfer applicant data to employee upon hire,
including all demographic and talent profile data, such as education,
competencies, skills, licenses, certifications, etc., without the need for
rekeying.
Provides online ability for manager to initiate an offer request.
Ability to auto-generate an offer letter that can be customized to include
information on employee benefits, job titles, rate of pay, start date, pre-
employment instructions, etc.
Allows for tracking offer results and counter offers.
Provides for automation of the on boarding process specific to certain roles.
Describe process and supporting functionality.
Ability to track employee referrals.
Ability to automate payout for employee referrals. Please describe integration
to payroll for submission of these payouts.
Ability to automate payouts for employee scholarships.
Ability to automate payouts for sign-on bonuses.
Ability to identify refunds owed by an employee for any hiring incentive paid
should an employee terminate early or drops below the predetermined
minimum FTE value.
Ability to automatically reduce any final employee payments by the amount
owed by an employee for scholarships or sign-on bonus refunds.



UNM Hospitals RFP 148-09                  Page 34 of 127                           ERP Solutions
                                      Human Resources
                                        Recruiting
                                  FUNCTION                                              RESPONSE
Ability to track two-level referral source to capture detail on the source.
System provides analysis for effectiveness of advertising methods, recruitment
costs, and cost per hire.
Supports user-defined categories for tracking requisition costs. Describe any
limitations.
Ability to post a requisition once and fill it many times
System can identify the applicant pool for a job posting for a specified time
period in order to respond to a grievance or 3rd party suit.
System allows employees to run a report that compares the qualifications on
their application to all jobs they qualify for.
System allows employees to run a report that compares the qualifications on
their application to a position they are interested in.
System allows managers to run a report identifying all employees that meet the
job requirements of a position they need to fill.




UNM Hospitals RFP 148-09                 Page 35 of 127                          ERP Solutions
                                      Human Resources
                                      Employee Benefits

Employee Benefits
                                    FUNCTION                                              RESPONSE
Benefits General Features and Functionality.
     Benefits forecasting “What If” scenarios.
     Electronic Benefit Participation Reporting (adds, changes, deletes).
     COBRA Administration reporting interface with external vendor.
     FSA Administration reporting interface with external vendor.
     Demographics for Benefit Participation (married, domestic partner,
         student status, etc).
     Employer and Employee retirement contribution tracking by plan.
     401a, 403b and 457b participation.
     Employee Leave Management and Reporting.
     Transfer of or Sell Back of Earned Leave.
     Electronic Benefit Participation Reporting (adds, changes, deletes).
     Employer and Employee benefit contribution tracking by plan.
     Tuition Reimbursement.
System allows for maintenance of an unlimited number of benefit areas,
benefit options, tiers of coverage. If not, describe limits and why are they
meaningful.
Ability to manage full flexible benefits programs is provided.
Base system provides complete new hire and open enrollment process through
employee self-service.
System supports multiple benefit providers and maintains employee and
dependent data for all standard and user-defined benefit plans.
System provides for a variety of coverage options for each plan, e.g.
individual, individual & spouse, single parent and children, etc.
System provides online benefit statements through employee self-service.
System provides ability to reference benefit documents for employee self-
service.
The system has the ability to track multiple benefit accrual rates based
primarily on benefit classification with the ability to modify rate based on
other fields (job class, payroll group and department).
System can administer benefits premium billing for employees on paid and
unpaid leave.
System maintains data for retirement plans including eligibility for employer
contributions, eligible earnings, vesting, employee contribution percentages,
and participation dates.
System is able to process deduction refunds with applicable tax effects.
System provides the ability to set deduction characteristics (pre-tax/post-tax,
varying frequencies, etc.) with automatic appropriate calculations
System automatically calculates:
         a. Benefit amount
         b. Benefit eligibility
         c. Waiting periods
         d. Employee Contribution



UNM Hospitals RFP 148-09                  Page 36 of 127                          ERP Solutions
                                       Human Resources
                                       Employee Benefits
                                    FUNCTION                                               RESPONSE
System automatically updates (i.e., changes, adds, or stops) benefit-related
payroll deductions when benefit eligibility changes based upon user-defined
rules without the need for the user keying any of the updates after the initial
change.
System automatically updates benefits deduction amounts and parameters
when employee’s status changes (plan eligibility to in-eligibility, full time to
part time, pay rate changes, group changes, etc.).
System provides functionality to define varying eligibility, contribution and
option rules for multiple groups of employees within the same plan structure.
System calculates appropriate effective-dated benefit deduction immediately
upon entry of approved employee enrollment data by employee via self-
service.
System provides functionality for employee to model benefit elections during
open enrollment or at any time through employee self-service.
System maintains data on former and non-employees with benefit coverage
(retirees, spouses, students, etc.).
System accommodates preventing inactive dependents from displaying during
online enrollment functions, while still maintaining history on these
dependents.
System tracks and retains data on employee benefit changes and history.
Time off accruals can be based on scheduled hours or actual hours worked.
Time off plan calculations can be based upon an accrual (hours added to bank
over time) or an allotment (hours added to bank up front).
System can calculate time off accruals and enforce plan limits based upon any
user-defined plan year (such as calendar year, fiscal year, plan year,
anniversary date based, position effective date, etc.)
System calculates monthly provider billing statements for all insured and self-
insured plans.
System produces electronic files to send eligibility and coverage updates to
Third-party administrators.
System generates an individualized enrollment form on paper.
System generates an individualized enrollment form online for employee self-
service.
System supports enrollment of new or newly eligible employees on a regular
basis throughout the plan year.
System provides the ability to create, change, determine missed deductions
and automatically update arrears and withhold from next processed payroll or
multiple payroll cycles if not enough. Arrears processing.
System captures all demographic data for employees, spouse or domestic
partner and dependent children such as:
         a. Full Name
         b. Social security number (hides SSN on printed reports)
         c. Birth date/Age upon a specified date
         d. Gender
         e. Address
         f. Type of Dependent (Spouse, DP, or Child)




UNM Hospitals RFP 148-09                  Page 37 of 127                           ERP Solutions
                                       Human Resources
                                       Employee Benefits
                                     FUNCTION                                               RESPONSE
         g. Student Status for Dependent Children (with status expiration
              date)
System captures all beneficiary information for employee upon initial hire or
enrollment through self-service mechanism, sends reminders for missing
beneficiary information, and tracks all subsequent changes: Life/AD&D,
Voluntary Life, Retirement, and Last Paycheck/Final W-2.
System handles multiple plan years (i.e., next year’s plans and rates can be set
up during the current year).
System allows rates for a new plan year to be added and new deductions
calculated for each employee prior to the close of the old plan year.
System provides benefit decision support during open enrollment and as a
result of life events. Describe how the system will help an employee make
appropriate benefit decisions based upon his/her specific needs.
System allows for side-by-side plan and cost comparisons during the self-
service enrollment process. Describe how this is delivered.
System delivers user-configurable, online Total Compensation and Benefit
Statements. Describe flexibility and any limitations in providing this data to
employees, and how often data is updated.
System accommodates changes in individual elections during the plan year
based on a life event or status change.
System provides within self-service functionality, a guide to employees that
prompts them through all changes resulting from life events. Prevents an
employee from “missing” an action due to the life event.
System restricts participants from contributing more than the annual
contribution limit for retirement plans.
System tracks outstanding enrollment forms.
System sends reminders to employees for outstanding enrollment forms.
System restricts participants from receiving more than the annual contribution
election limit for reimbursement accounts.
System provides a set of standard reports.
System provides the ability to create new reports and/or change existing
standard reports without vendor intervention.
System provides the capability to maintain actuarial data for benefit
projections.
System supports HIPAA 820 and 834 or other applicable transaction sets.
System delivers analytic metrics related to benefit programs.
System tracks retiree benefits eligibility, plan elections, and retiree coverage
effective dates for health, dental, vision or other applicable benefit plans.
System tracks employer subsidized and non-subsidized premium effective
dates for retiree coverage for health, dental, vision or other applicable benefit
plans.
System transmits retiree benefits participation data to Third-party retiree
benefits administrators.
System notifies Benefits department of termination actions processed through
Manager self-service and automatically generates benefit termination notices
to benefit carriers




UNM Hospitals RFP 148-09                   Page 38 of 127                           ERP Solutions
                                       Human Resources
                                       Employee Health

Employee Health
                                   FUNCTION                                               RESPONSE
Employee Health General Features and Functionality.
      Routine employee health data and maintains a detailed history.
      Medical exam results and due dates.
      Notifies Employee Health when an applicant is in the pre-boarding/on-
         boarding process and is due for testing.
      Generates rosters for Employee Health of all employees attending
         each orientation session.
      Generates notifications and reminders to relevant parties of upcoming
         or expired testing or vaccination requirements.
      Generates notifications for employees who transfer from a non-patient
         care position to a patient care position.
      Workers Compensation Tracking and Liability Forecasts.
      Maintains Workers Compensation information.
      Tracks time away from work as a result of an incident or illness.
      Reports work restrictions by type.
      Tracks temporary duty by hour and job type.
      Tracks key dates related to work.
      Provides user-defined advance notices to relevant agencies for
         expiration of work restriction and/or temporary duty.
      Generates random lists of employees for drug screening.
      Tracks drug testing and results.
      Generates an Employee Injury/Illness/Leave profile.
System maintains routine employee health data (TB tests, x-rays, hepatitis
vaccines, PPD’s, access restrictions, etc.) and maintains a history of the data.
System tracks medical exam results and due dates for new and existing
employees.
System automatically notifies Employee Health when an applicant is in the
pre-boarding/on boarding process and is due for testing.
System generates rosters for Employee Health of all employees attending each
orientation session.
System automatically generates notifications and reminders to relevant parties
(including employee and manager) of upcoming or expired testing or
vaccination requirements.
System tracks and maintains Workers Compensation information including:
             o Date of injury.
             o Visit history.
             o OSHA, non-government, and sharps reporting.
             o Reportable and non-reportable incidents and illnesses.
             o Maintain and print the OSHA 300 log series.
             o First Report of Injury.
System allows you to track both reportable and non-reportable incidents and
illnesses.
System delivers the ability to maintain and print the OSHA 300 log series



UNM Hospitals RFP 148-09                  Page 39 of 127                           ERP Solutions
                                        Human Resources
                                        Employee Health
                                    FUNCTION                                             RESPONSE
System tracks data required for First Report of Injury.
System allows you to track time away from work as a result of an incident or
illness.
System tracks work restrictions by type (no accommodation required;
accommodation needed; EEO and/or ADA review required; on hold pending
further investigation).
System tracks temporary duty by position and hours.
System tracks key dates related to work restrictions (release date, start date,
end date, etc.).
System provides user-defined advance notices to relevant party(s) for
expiration of work restriction and/or temporary duty.
System tracks eligibility/requirement for specific testing or vaccinations by
position/department and/or other user-defined employee group.
System tracks drug testing and results (pre-employment, random, post-
accident, etc.) by position/department.
Report writer allows reports to be created by:
         a. Employee
         b. Injured Body Part
         c. Department
         d. Date of Injury
         e. Location Working
System provides the ability to request an Employee Injury/Illness history
profile.
System provides ability to track members of the safety committee.




UNM Hospitals RFP 148-09                   Page 40 of 127                         ERP Solutions
                                      Human Resources
                                      Leave Management

Leave Management
                                   FUNCTION                                              RESPONSE
System performs Leave Management and team calendaring for leave requests.
System calculates holiday, vacation, major sick and minor sick accruals.
System tracks and reports available and taken accruals for holiday, vacation,
major sick and minor sick leave.
System provides the ability to track paid leave with payment flexibility.
System provides the ability to track unpaid leave.
System provides capability to track family medical leave, jury duty, etc.
System can define and track an unlimited number of leave types.
System tracks absence by type, dates, days, hours, and reason.
System will report on absence by type, dates, days, hours, and reason and
trends by employee and department.
System tracks transitional duty assignments.
System can calculate and automatically determine eligibility for employee
leaves based upon FMLA and other user-defined requirements.
System will alert the FMLA administrator if an employee on FMLA has any
accrued hours (sick, vacation, comp-time) paid that are not coded as FMLA.
System can report off of leave taken within any user-defined period of time,
including rolling 12-month periods of time.
System can track alternate contact information for employee while on leave of
absence.
System can report and provide automatic alerts when employee’s leave time
has or is about to expire.
System can calculate and adjust leave balances for retroactive changes in
status from eligible to ineligible and vice versa.
System can calculate and adjust leave balances for retroactive payment of
missing hours from prior payroll periods, or for retraction of overpaid hours
from prior payroll periods.
System provides mechanism for ad hoc adjustments to leave balances for
reinstatement of hours, deletion of hours, and transfer of hours from one type
of leave to another, transfer of hours from one employee to another, and other
leave adjustments.
System provides for major sick leave accruals payout on retirement.
System provides for minor sick leave accruals to be transferred to annual leave
(vacation) in excess of a predetermined minimum number of hours.
System provides for minor sick leave accrual payout in excess of a
predetermined minimum number of hours.
System provides for a transfer of minor sick leave accruals to major sick leave
accruals.
System allows at predetermined periods employee election of excessive minor
sick leave conversion to vacation or major sick hours or cash out
System tracks Holiday hours and allows at predetermined periods employee
selection of Holiday pay cash out
System can calculate and automatically determine eligibility for employee
leaves for Military Leave and other user-defined requirements.



UNM Hospitals RFP 148-09                  Page 41 of 127                          ERP Solutions
                                     Human Resources
                                     Leave Management
                                  FUNCTION                                            RESPONSE
System can calculate and automatically determine eligibility for employee
leaves for Administrative Leave (with or without pay) and other user-defined
requirements.




UNM Hospitals RFP 148-09                 Page 42 of 127                        ERP Solutions
                                     Human Resources
                                  Compensation Management

Compensation Management
                                    FUNCTION                                              RESPONSE
Compensation Management General Features and Functionality.
     Interfaces with the Position Management module.
     Interfaces with the Staff Scheduling module.
     Interfaces with the Performance Management module.
     Interfaces with the Succession Management module.
     Compensation forecasting “What If” scenarios.
     Salary Survey comparison to “Market” data.
     Budgeting by position within cost center.
     FTE Management by cost center.
     Incentive Plan Management and Forecasting for multiple incentive
        plans and incentive eligible employee groups.
     Pay changes: percentage, flat rate, individual and mass.
System provides for compensation projections and analysis (if/then scenarios).
System handles employees with multiple rates of pay, multiple position
assignments, and/or multiple department/cost center assignments.
System is FLSA overtime compliant for both regular pay cycle and manual
payments.
System maintains FLSA regular rate (full blended rate) calculation compliance
even when an employee works in more than one legal entity.
System maintains FLSA regular rate (full blended rate) calculation compliance
even when an employee works in more than one position at different pay rates.
System provides the ability to track market data and perform market equity
analysis.
System tracks competency and skill proficiencies and expiration dates by
employee.
System provides the ability to simulate pay and range increases by:
        a. Department / Cost center
        b. Job Code
        c. Pay Grade
        d. Position in Range
        e. Overtime
        f. Double-time
        g. Shift Differential
        h. On Call / Call Back pay
        i. Any Miscellaneous pay differential
        j. User defined criteria
System provides ability to create/maintain multiple pay grade structures.
System provides ability to create multiple versions of the same salary structure
based upon applicable geographic or other user-defined differentials.
System automates the creation of annual salary award budgets for particular
employee groups based upon user-defined parameters.
System tracks edits and controls spend against budgets within user-defined
parameters.



UNM Hospitals RFP 148-09                  Page 43 of 127                           ERP Solutions
                                    Human Resources
                                 Compensation Management
                                   FUNCTION                                              RESPONSE
System automatically routes proposed merit increases based upon
organization-specific routing and approval requirements. Describe flexibility
and whether all proposed increases can be entered and approved at the same
time.
System allows for base-pay increases to be awarded out of more than one
budget at a time, such as merit, promotional and bonus concurrently.
System can propose a merit increase for each employee with overrides allowed
by manager, within user-defined guidelines. Describe any integration between
your compensation functions and performance management functions.
System automatically calculates applicable lump sum payments as a result of a
merit award for employees who exceed the maximum of their salary range.
System automatically calculates bonus payouts for achievement of individual
or organizational objectives in accordance with the applicable variable pay
plan parameter(s). Describe integration between your compensation functions
and any goal tracking functions.
System automatically pro-rates payout calculations to adjust for employees
who were eligible for the incentive compensation plan during only a portion of
the plan period. Describe how data is tracked and pro-ratio’s are calculated.
System can submit calculated incentive compensation plan payouts to Payroll
for payment. Describe process.
System allows for retroactive adjustment of pay rates without manual
intervention in correcting system history.
System provides for automated calculation of retroactive payments due based
upon retroactive adjustments to pay rates, including automatic adjustment of
FLSA regular rates when retroactive adjustments are made.
System provides for multiple incentive pay methods for both exempt and non-
exempt employees.
System supports multiple pay out dates e.g. annual, semi-annual, anniversary.
System supports unlimited payroll groups and sub-groups.
System supports multiple benefit groups within a bargaining unit or payroll
group.
System supports unlimited pay types to accommodate differential payments by
bargaining unit or management pay plans.
System supports unlimited pay plans within pay groups.
System tracks pay costs by payroll group, pay plan, pay types, benefit groups
and bargaining units.
System automatically adjusts, documents and tracks accruals for minor sick
leave, major sick leave, paid leave (vacation), holiday pay and comp time
based on FTE change.
System creates on line access reports for employee accrual status for vacation,
minor sick, major sick, holiday hours, compensatory time and other user
identified accruals.
System provides for upload and reporting of outside salary survey data.
System prepares salary survey reporting and compares various pay levels to
user designated pays.
System provides creation of user salary information and reports for submission
to external salary survey providers.



UNM Hospitals RFP 148-09                  Page 44 of 127                          ERP Solutions
                                     Human Resources
                                  Compensation Management
                                    FUNCTION                                               RESPONSE
System allows user designated reporting and auditing of pay information,
employee status changes, pay grades, and other user designated information on
multiple organizational levels and a variety of scheduled frequency’s.
System provides status change reporting (before and after) on individual
employee and on mass employee changes submitted to the HR system.
System allows multiple simultaneous change actions to be submitted and
prevents unintended data changes e.g. salary change increase followed by a
decrease.
System allows both mass change actions and individual change actions on
designated dates, based on criteria such as pay plan type, position or title, and
other designated categories.
System allows for pre-designated pay increases at annual employee evaluation
review date based on minimum criteria for the employee evaluation.
System calculates pay reports on any payroll group or pay plan group for any
designated period i.e. month, quarter, calendar year, fiscal year.
System reports on any differential pay to employees for any designated period.
System creates user designated reports on any category, position, FTE status,
hours worked, cost center, etc.
System creates pay reports by unit to show pay equitability/compression
among various position levels. i.e. Tech – Supervisor – Manager - Director




UNM Hospitals RFP 148-09                   Page 45 of 127                           ERP Solutions
                                     Human Resources
                                    Position Management

Position Management
                                   FUNCTION                                           RESPONSE
Position Management General Features and Functionality.
Interfaces with the Staff Scheduling module.
Interfaces with the Performance Management module.
Interfaces with the Succession Management module.
Interfaces with the Compensation Management module.
System provides functionality for complete job description.
Job Description Administration.
     Title.
     Position Description.
     Grade.
     FLSA.
     Position Type.
     Pay Plan Type.
     Subject to other types of incentive plans.
System provides functionality for complete position definition.
Position Requirements.
     Education.
     Experience.
     License/Certification.
     Tests.
     Hospital Credentialing.
     Subject to Management Contract.
     Subject to Management Incentive Plan.
System provides the ability to track market data and perform market equity
analysis.
System provides position management reports by department and is
cumulative.
System provides position management reports that reflect all of a managers
assigned positions and their related FTEs.
System provides position management functionality, including headcount,
FTE; pay rate, multiple job assignment definition.
Job table and position table are completely integrated.
Job information can default to related position record(s).
Position information can default to related job record(s).
System tracks competency and skill proficiencies by position.
System provides functionality enabling job description information to be
available to employee and managers.
System can track job evaluation results, including job score and exempt/non-
exempt position analysis.
System is integrated to the compensation management functions to allow for
automation of the compensation process.




UNM Hospitals RFP 148-09                 Page 46 of 127                        ERP Solutions
                                      Human Resources
                                     Position Management
                                    FUNCTION                                               RESPONSE
System is integrated to the performance management functions to allow for
automation of the performance management process.
System is integrated to the recruiting functions. Links position description to
recruitment job postings.
System allows Human Resources to make changes to organizational or job-
specific standards and automatically update all applicable performance
appraisal documents.
System provides a global search and replace for each data item.
System provides a revision, replacement and approval function.
System provides an Activation / Inactivation / Under Construction function
with effective dates.
System provides a catalog of position description contents: both numerical and
alphabetical.
System provides a capability to submit position description revisions to
HR with justification comments and approval routing.
System provides a capability to link the position description to the finance cost
center budgeting function.
Allows users based on security access to generate requests to change:
     Supervisor.
     Shift length.
     FTE points.
     FTE benefit status.
     Cost center.
     Other user designated categories.
     Any changes may be routed to multiple management levels within HR
        or Finance for information, coordination and / or approval.
System creates Organization Charts by cost centers, groups of cost centers,
Directors, Managers, Supervisors, etc.




UNM Hospitals RFP 148-09                   Page 47 of 127                           ERP Solutions
                                      Human Resources
                                  Performance Management

Performance Management
                                   FUNCTION                                               RESPONSE
Interfaces with the Position Management module.
Interfaces with the Staff Scheduling module.
Interfaces with the Succession Management module.
Interfaces with the Compensation Management module.

Process Flow / Work Flow Management General Features and
Functionality.
     Sign-off’s, Approvals, etc. for Hiring, Firing, Performance
         Evaluations, Budgeting (over / under), Job Posting.
     Effective Date Posting for position changes, salary changes,
         department and cost center changes.
System automatically calculates and triggers a review due date off the
following employee dates:
         a. Hire date.
         b. Adjusted hire date.
         c. Seniority date by department / cost center.
         d. Last review date.
         e. Position effective date.
         f. Birth date.
         g. Eligibility group effective date.
         h. Status Change date.
         i. Other annual date.
System allows multiple types of employee evaluation tools.
System allows modification of evaluations for different levels of staff and
management.
System allows manual creation of goals specific to individual, unit and over all
enterprise levels.
System calculates and tracks goal achievement and pay for performance for
various levels.
System tracks goal achievement on various levels: individual, unit,
administrator and goal type.
System tracks performance review results and produces appraisal reminders.
System allows for user override of due dates.
System allows for user-defined special evaluations (i.e., extended probationary
period).
System automatically generates review due notifications and reminders for
employee and manager (or others, as user defined).
System provides for and tracks improvement needed situations and allows
follow-up at user-defined intervals.
System provides the ability for conducting paperless performance reviews.
System maintains online history of all performance reviews.
System provides the ability to incorporate 360 feedback through peer and self
evaluations.



UNM Hospitals RFP 148-09                  Page 48 of 127                           ERP Solutions
                                        Human Resources
                                    Performance Management
                                     FUNCTION                                                RESPONSE
System allows for multiple reviewers and provides aggregated results.
System provides the ability to automatically tie job specific competencies to
the performance appraisal.
System provides the ability to automatically tie level-specific (staff,
supervisor, director, etc.) core competencies to the performance appraisal.
System delivers the ability to define and track the achievement of goals and
objectives within the performance appraisal.
System automates the cascading of organizational goals. Describe ability to
define to what organizational units the goals are cascaded (i.e., to whole
organization or just to defined organizational units).
System allows for cascaded goals to be modified at each applicable
organizational unit and/or employee to make them specific and relevant to the
employee(s) involved.
System supports the ability to align employees to cascaded goals.
System supports SMART rating of goals.
System supports the ability to weight and prioritize goals.
System allows for the association of specific activities to goals to define the
specific plan for achievement.
System allows for specific employee goals to be included or excluded from the
performance appraisal process.
System allows user to set up an unlimited number of different types of
appraisal forms to accommodate different review types (introductory, annual,
succession, etc.) and multiple groups of employees (staff, supervisor, director,
incentive 6-month group, incentive annual group, non-incentive management
etc.).
System allows user to set up appraisal forms with an unlimited number of
user-defined sections (including, but not limited to, job-specific criteria, level-
specific criteria, organization-specific criteria, goals and objectives, etc.)
System allows user to set up multiple rating scales that apply to various
sections of the appraisal.
System allows user to set up various rules for weighting each section of the
appraisal based upon the applicable employee group.
System provides capability to conduct introductory and annual performance
reviews in a manner that is compliant with Joint Commission Human
Resources Standards. Please describe how Joint Commission accreditation
requirements are met.
System tracks performance review due dates and reports on timeliness of the
reviews.
System allows modification of a performance review due date for employees
on FMLA so the evaluation is not reported as past due or delinquent.
System allows tracking of more than one performance review due at a time to
accommodate for employees with multiple positions or multiple types of
reviews.
System allows multiple supervisors to have input to a singular review in the
scenario where the employee has more than one direct or indirect
supervisor(s).
System provides a library of healthcare-specific competencies.



UNM Hospitals RFP 148-09                    Page 49 of 127                            ERP Solutions
                                      Human Resources
                                  Performance Management
                                   FUNCTION                                              RESPONSE
System provides the option for organization to create their own competencies,
as well as to upload third-party competency models.
System is integrated to the compensation management functions to allow for
automation of the merit increase process. Describe how performance data is
shared with the merit increase function.
System is integrated to the learning and development functions to allow for
determination of appropriate learning activities to close documented
performance gaps.
System provides for ability to link to and create a specific development plan
for the employee.
System allows employee online access to view and propose updates to his/her
development plan.
System supports tracking of disciplinary actions and performance
improvement plans (PIPs).
System tracks the following information for all disciplinary actions and PIP’s:
         a. Employee name and number.
         b. Applicable rule, policy and/or issue.
         c. Organizational unit(s).
         d. Proposed discipline or action.
         e. Date discipline or PIP received.
         f. Employee response date.
         g. Work location.
         h. Supervisor’s name.
         i. Appealed?
System records and allows for reporting of historical disciplinary actions and
PIP’s by:
         a. Employee.
         b. Level of incident.
         c. Date of action.
         d. Type of incident.
         e. Department.
         f. Bargaining unit / Union.
System allows for reporting of historical disciplinary actions and PIP trends
by:
         g. Employee.
         h. Level of incident.
         i. Date of action.
         j. Type of incident.
         k. Department.
         l. Bargaining unit / Union.
         m. Units.
         n. Organization.
System provides ability to track pre-discipline or pre-PIP actions (i.e.,
warnings, counseling memos, verbal counseling, etc.)
System automatically generates notifications and reminders to Human
Resources, Managers and others when follow-up is due or overdue.



UNM Hospitals RFP 148-09                  Page 50 of 127                          ERP Solutions
                                       Human Resources
                                   Performance Management
                                    FUNCTION                                             RESPONSE
System generates warning notice to Human Resources, Managers and others
when overdue status of 20 days, 25 days and 30 days is reached. System
provides monthly report of all evaluations completed when 30 days or more
overdue.
System provides ability to flag employee record, once terminated, for
eligibility for rehire.
System tracks grievances according to user-defined processes, including the
following data:
         a. Date of step completion.
         b. Arbitration information.
         c. Result of grievance.
System allows for full narrative description of each step within a disciplinary
or grievance process.
System allows for attachment of documents to disciplinary or grievance
records.




UNM Hospitals RFP 148-09                  Page 51 of 127                          ERP Solutions
                                      Human Resources
                                  Learning and Development

Learning and Development
                                   FUNCTION                                               RESPONSE
Employee Training and Development General Features and
Functionality.
     Licensure/certification requirements interface with the Position
         Management module.
     Licensure/certification requirements interface with the Staff
         Scheduling module.
     Licensure/certification requirements interface with the Performance
         Management module.
     Licensure/certification requirements interface with the Succession
         Management module.
     Licensure/certification requirements Interface with the Compensation
         Management module.
     Employee Licensure Tracking and Reporting (compliance,
         delinquencies, expirations) including “Source Agency” (Nursing
         Board, State, etc).
     Identifies Training Needed and Completed.
     Tracks Certifications required by position and expiration date.
     Annual competency training accomplished.
     Annual recertification and required training accomplished.
     Tracks and reports licensure/certification status on multiple levels: due
         within specified period, complete, delinquent, etc.
System tracks educational requirements by job class/position/employee.
System tracks required licenses/certifications by job class/position/employee.
System tracks competency requirements by job class/position/employee.
System tracks skill level requirements (by proficiency description and ratings).
System can track behavioral description of skill levels for soft skills.
System provides easy to create and print out of compliance reports and
automatic reminders for employees and managers who skills, competencies,
licensure, certification or required training has or is about to expire.
System supports employee development plans (i.e., training plan, narrative
goals, accomplishments, required training, professional development, etc.)
System maintains education, degree, school level of employee.
System maintains tuition reimbursement tracking.
System supports tracking of mandatory training.
System supports tracking of personal development.
System tracks external training classes, seminars, conferences, etc. that an
employee has successfully completed.
Systems tracks actual training hours for appropriate professional certification
credits.
System provides online access to individual training histories (i.e., to both
administrators and to the employee).
System tracks due dates for required training classes, notifying managers and
HR in advance of upcoming training needs of employee.



UNM Hospitals RFP 148-09                  Page 52 of 127                           ERP Solutions
                                     Human Resources
                                 Learning and Development
                                  FUNCTION                                              RESPONSE
System allows training administrators to develop and manage to an
organizational development plan to meet upcoming training needs.
System automates creation of a development budget based upon the
organizational development plan and provides for the distribution of that
budget throughout the organization’s supervisor hierarchy.
System provides company training record keeping to include course catalogue,
course scheduling, class enrollment lists, and training attendance.
System provides ability to track course information (required, pending,
approved, completed, credits achieved, CEU's, cost, dates).
System provides online registration capabilities for employee and manager.
System generates automatic reminders of upcoming classes by email.
System allows employee to link to third-party online training content from
within the application or reminder email.
System automatically wait-lists overflow registrants.
System automatically notifies wait listed employees of training slots as they
become available due to cancellations.
System automatically registers and confirms wait listed participants when
space becomes available.
System allows for tracking and reporting of employees who registered but did
not attend a training class.
System provides for the ability to track and report on employee progress
through curriculum.
System provides and automatically scores multiple choice exams for each
competency.
System provides multiple variations of the multiple choice exams for each
competency so when a student retakes an exam they are not presented with the
same exam.
System allows student to retake exams for each competency.
System delivers skill gap analysis to promote employee development for
current or desired position(s).
System delivers skill gap analysis at a management level for their direct
reports.
System delivers the ability to report on combinations of skills, training, and
education.
System delivers an online view of a complete talent profile for each employee.
System automatically updates an employee’s talent profile based upon learning
outcomes.
System can compare an employee’s current skills and competencies to a
position’s required skills and competencies to target appropriate learning
activities.
System supports advancement eligibility based upon completion of required
training, certifications, competencies and education.
System supports online training content including multimedia (video and
audio) and performs assessments (exams).
System provides asynchronous / synchronous environment to support learning
groups (content folders, tracking, blogs, wikis).




UNM Hospitals RFP 148-09                 Page 53 of 127                          ERP Solutions
                                      Human Resources
                                  Learning and Development
                                   FUNCTION                                              RESPONSE
System provides access to the above by specific job type, job classification or
administrator, director, manager, supervisor designation.
System interfaces with Position Management to ensure required competencies
are identified within curricula for the position.
System identifies changes in position responsibilities and notifies employees
of new required competencies for the position. For example, an employee
transfers from a non-patient care position to a patient care position. Or an
employee becomes a “new leader”.
System provides reports to track curricula completion and scheduled offering
data by position as defined in Position Management.
System interfaces with other learning systems when an organization must
report on non-employee competencies and track compliance with those
competencies in order to work in the hospital.
System supports online training content including multimedia (video and
audio) and performs assessments (exams).
System provides asynchronous / synchronous environment to support learning
groups (content folders, tracking, blogs, wikis).
System provides access to the above by specific job type, job classification or
administrator, director, manager, supervisor designation.
System interfaces with Position Management to ensure required competencies
are identified within curricula for the position.
System identifies changes in position responsibilities and notifies employees
of new required competencies for the position. For example, an employee
transfers from a non-patient care position to a patient care position. Or an
employee becomes a “new leader”.
System provides reports to track curricula completion and scheduled offering
data by position as defined in Position Management.
User interfaces must be easy to teach and easy to learn for all users.
Ability to handle multiple domains.
Customizable domain registration front-end designs with current news and
updates.
Include ability to attach Pre-Training and Post-Training testing for class room
and online learning.
Must contain fully-functional “Test Builder”, including:
      Question branching.
      Flexible length of questions.
      Unlimited questions.
      Remediation options.
      Optional timed test feature.
      Accommodate sequenced responses.
      Sequence building for case studies.
      Optional randomizations.
      Fill-in-the-blank, drag & drop, short answer questions.
“Test Builder” must support a variety of media including images, flash
animation and video.
System allows for online class content developed in-house and by third parties.



UNM Hospitals RFP 148-09                 Page 54 of 127                           ERP Solutions
                                      Human Resources
                                  Learning and Development
                                   FUNCTION                                              RESPONSE
For Online Modules does the system contain the ability to establish
prerequisites and course assignment order (one course must be completed
before the next course in a predefined order)?
For Classroom registration does the system contain an option to set up
multiple pre-requisites for a course?
Does the system accommodate a blended classroom and online attendance
once the defined course has been completed and the exam passed or vice
versa?
Can prerequisites be required or overridden in the system by an instructor as
needed on an individual basis?
Does the system contain an option to solicit supervisor approval prior to
allowing registration versus only a notification to the supervisor of
registration?
Does the system contain flexible search features including a search by course
title, job title or curriculum categories?
Does the system contain a Help feature for users?
Does the system provide the ability for students to download course materials
and other learning documentation?
Does the system contain a course repository or library of books, materials,
how-to’s, course tips, job-aids or follow-up information?
Does the system have the ability for Instructors to selectively release course
materials, lessons or links to related courses for student / material tracking?
Does the system have the ability to generate customized evaluations by course
owner or course title (both online and classroom)?
Does the system have the ability to link evaluations to the class roster?
Does the system have the ability to auto send the linked evaluation to all
students following the completion of the class?
Does the system contain a Survey Tool with a “send” option to all registered
attendees?
Does the system contain the ability to print or email Completion Certificates
for courses completed online or in a classroom that contain an annual CEU
approval code and the instructor electronic signature?




UNM Hospitals RFP 148-09                  Page 55 of 127                          ERP Solutions
                                     Human Resources
                                  Succession Management

Succession Management
                                  FUNCTION                                             RESPONSE
Employee Succession/Career Management General Features and
Functionality.
     Interfaces with the Position Management module.
     Interfaces with the Staff Scheduling module.
     Interfaces with the Performance Management module.
     Interfaces with the Compensation Management module.
     Position Control.
     Job Descriptions Interface with Performance Evaluations.
     Performance Evaluations with Date Tracking and E-mail
        Notifications.
            o Supervisor rating.
            o Employee signoff.
            o Manager signoff.
                     Must facilitate a non-organizational manager
                         reviewing an employee within a different
                         organization. For example, a university employee may
                         have hospital employees reporting to the university
                         employee that he/she must write an evaluation for.
            o TJC compliant.
     Position Reporting by Job Class.
            o Patient Care vs. Non-Patient Care.
            o Nursing (RN’s, LPN’s, etc.).
            o Technicians.
            o Behavioral Health.
            o Emergency Medicine.
            o Casual Pool.
            o Nurse Travelers.
            o Contractors.
            o Administrative.
            o Managers.
            o Supervisors.
            o Cost Centers.
            o Full Time vs. Part Time vs. Temporary.
            o Pay Plans.
            o Union Bargaining Unit.
System provides ability to track target job(s) by employee.
System provides ability to track readiness for target job(s) by employee.
System provides ability to track potential by employee.
System provides a list of possible successors for a position and ranks each
possible successor for “fit” for the position.
System provides ability to track employee preferences related to career
development, travel, relocation, etc.
System allows for free-text comments on employee succession record.



UNM Hospitals RFP 148-09                 Page 56 of 127                         ERP Solutions
                                      Human Resources
                                   Succession Management
                                  FUNCTION                                              RESPONSE
System provides an online view of employee’s complete talent profile which
includes competencies, skills, credentials, preferences, and performance
history.
System supports user definition of a desired talent profile (i.e., critical
competencies and success factors) for all roles within the organization.
System provides ability to search the internal talent pool and perform gap
analysis on employees within that pool.
System supports the creation of a job-specific succession pool.
System allows you to identify jobs where no successors have been targeted.
System provides ability to perform employee competency gap analysis on both
current and proposed positions.
System provides online career management functions for employees, including
the ability to match their own competencies to other positions within the
organization.
System provides the ability for employees to initiate a development plan, with
online routing for approval.
System allows for development needs identified during the succession
planning process to be fed to development plan.
System provides ability to flag key positions.
System supports the ability to plan for succession for all positions, not just
leadership positions.
System provides ability to create and administer user-defined forms for
capturing succession assessments of employee potential by position or other
user-defined grouping.
System provides the ability to take action directly from succession planning
views to promote or transfer an employee within the organization.
System allows for passive, internal talent to be evaluated side-by-side with
active, external candidates for a requisition.
System provides for a consistent job profile to be used by both the succession
functions and recruiting functions. Describe integration of succession
functions with recruiting functions.




UNM Hospitals RFP 148-09                 Page 57 of 127                          ERP Solutions
                                     Human Resources
                                   HR Reporting - General

HR Reporting - General
                                   FUNCTION                                             RESPONSE
Compliance Reporting General Features and Functionality.
     FLSA.
     FMLA.
     The Joint Commission (TJC).
     Centers for Medicare & Medicaid Services (CMS).
     COBRA.
     EEO.
     VETS 100.
     Discrimination Testing.
     OSHA.
     ADA.
     MAGNET certification.
System provides for flexible import/export capability. Please describe
tools/methods used.
System provides for an easy-to-use ad hoc reporting tool.
System delivers an enterprise wide reporting solution utilizing the same
security profile as the application.
System provides the ability to modify delivered reports without code or IT
Department involvement.
System delivers Drill Around functionality out of the box without the need for
mapping data or drill paths.
System provides a variety of download capabilities. Please provide a list of
options.
System delivers integration with Microsoft Office desktop applications.
System delivers the ability to automatically distribute information
electronically when user-defined thresholds or triggers for the data have been
met.
System delivers compliance reports (EEO, OSHA, Vet-100)
System is compliant with HIPAA and COBRA reporting.
System delivers defined contribution Discrimination Testing
Will the system track the necessary items for the hospital to achieve and
maintain “Magnet” or “Pathways” designation?
     Staff Credentials.
     Earned Professional Certifications.
     Professional organization membership, activities and offices held.
     Professional development programs attended.
     Formal academic education completed.
     Tuition reimbursement used for professional development.
     Ethic Profile.
     Perform self performance appraisal.
     Perform peer performance appraisals.
     Perform management performance appraisals.



UNM Hospitals RFP 148-09                 Page 58 of 127                          ERP Solutions
                                    Human Resources
                                  HR Reporting - General
                                 FUNCTION                                         RESPONSE
      Perform executive performance appraisals.
      Staff turnover as defined by “Magnet” which includes department
       transfers.
      Identify any “specialized” reasons for leaving the hospital or
       department.
      Identify employees who transferred from/to direct care positions.




UNM Hospitals RFP 148-09                Page 59 of 127                     ERP Solutions
                                      Human Resources
                                     Employee Self-Service

Employee Self Service
                                   FUNCTION                                               RESPONSE
System provides for employee self-service. Please list all self service features
in an appendix reference.
System provides for manager self service. Please list all manager self-service
features in an appendix reference.
Self service is integrated with:
     a. Role based dashboards.
     b. Workflow.
     c. Enterprise solutions.
Define how self service features are managed to comply with organizational
policy and approval requirements.
Does the system provide on-line access to pay stub information?
Ability to provide on-line access to change personal information.
     a. W-4.
     b. 401a, 403b and 457b.
     c. Life Insurance.
     d. Short Term Disability (STD).
     e. Long Term Disability (LTD).
     f. Address.
     g. Medical coverage.
     h. Leave balances (vacation, sick, major sick, etc.).
     i. Dental coverage.
     j. W-2.
     k. Electronic check stubs.
Does the system have the ability for employee to review their training history?
Can the system perform on-line calculations against their pay stub to model
benefit changes?
Is the self service module web enabled?
Does the self service module allow for user authentication and then direct to
their personal data?
Does the Self service module require any software to be downloaded to the
desktop?
Is there support for employee creation and submission of leave requests?
Can the leave request be routed to a predefined work flow?
Is there support for routing the leave request and approval by a manager?
Is there EMAIL notification to the manager for approval?
System has the ability to set a parameter to stop negative leave accruals?
Can leave accruals be defined by job code or job class?
Will the system track educational assistance eligibility and cost?




UNM Hospitals RFP 148-09                  Page 60 of 127                           ERP Solutions
                                             Payroll


Payroll
                                  FUNCTION                                              RESPONSE
Integrated Payroll system General Features and Functionality.
Is the software SAS-70 compliant and certified?
Integrated with all other system modules.
      System provides functionality to define and manage a multi-entity
         IDN (multiple EIN's) within a single company structure.
      Payroll data and processes share a common database with other
         enterprise processes, especially human resources, general ledger and
         financials.
      Process and account for multiple pay plans for multiple employee
         groups.
      System supports multiple pay period dates (weekly, bi-weekly, etc.)
         and multiple facilities for those pay periods.
      Handles multiple pay period dates (weekly, bi-weekly, etc.) for
         multiple tax identifications and facilities for each pay period.
      Supports multiple payroll cycles (e.g. bi-weekly) including
         confidential runs.
      Supports supplemental pay cycle runs and manual check processing.
      Accommodates complex logic controlling the pay calculation and
         deduction amounts.
      Accommodate union and non-union wage and labor hour tracking.
      Accommodates time and attendance tracking and import of data from
         Kronos Time and Attendance.
      Has the ability to run more than one pay cycle per day; this may be for
         different facilities or for manual or special checks with no minimum
         number of checks.
      Pay employees with multiple pay rates and for multiple jobs.
             o Employees paid for multiple jobs may be paid on a single
                 check.
             o Supports multiple pay checks per employee if multiple pay
                 documents are submitted (user selectable option).
             o Supports storage of multiple pay periods by employee for on-
                 line inquiry based on user-defined time frames.
             o Salaried/non-exempt employees should be able to receive
                 multiple types of additional compensation (shift, bonus, on-
                 call, call-back, etc.).
      Ability to check against the hire date and termination date of
         employees to determine when employees may be paid.
             o Allows terminated employees to be paid with warnings and an
                 audit report.
      Ability to split employee wage and benefit expense across multiple
         cost centers and accounts. List any limitations in an Appendix entry.
      Capability to re-run selected steps of the payroll process for selected
         portions of the employee population.




UNM Hospitals RFP 148-09                 Page 61 of 127                          ERP Solutions
                                              Payroll
                                   FUNCTION                                               RESPONSE
      Automatically calculates retroactive and incentive pay with user
       control over check production.
      Ability to automatically pay a specified amount over a specified
       period of time.
      Ability to pay either hours or dollars with a timecard.
      Multiple shift reporting and multiple shift types.
           o Regular, over-time, double-time, triple-time, accounting.
           o Shift accounting such as 8 x 5, 12 x 3, 10 x 4, etc.
           o Days, Swing, Nights, Weekends, and Holidays.
           o Provides for multiple pay rates for multiple positions worked.
           o Handle multiple shift differentials depending on shift type and
                department.
           o Provide for payment of shift premiums in either a flat amount
                or an hourly percentage.
      Provides table maintenance for all user initiated payroll issues relative
       to pay types, labor hours, accruals, etc.
      Ability to modify or customize screen layouts by user.
      System has the ability to capture pay period information on hours
       worked for either staffing agency or other non-employees.
      System provides the ability to capture the totals for all earnings,
       deductions, etc. for calendar year-end or fiscal year end
       reconciliation’s.
      System provides the ability to view system/facility general
       demographic data such as FTE counts, counts by Full-time and Part-
       time; regular and temporary; etc.
      System provides the ability to flag employees who have no time
       entries, no check printed, delinquent deductions, etc.
      System provides the ability to track paid leave with payment
       flexibility.
      Ability to handle imputed income (i.e. life insurance or discounts
       extended by affiliated organizations) either annually and by pay
       period.
      System provides table maintenance for all necessary user initiated
       payroll issues relative to call back pay, weekend, holiday pay, etc.
      System provides the ability to deduct federal taxes at flat rates for
       special checks.
      System provides the ability to maintain accruals of payroll records.
      System supports on-line update and inquiry of payroll accumulators
       (YTD, QTD, MTD for hours and earnings, etc.).
      System automatically calculates shift differentials for more than the
       traditional 3-4 shifts.
      System supports storage of multiple pay periods by employee for on-
       line inquiry based on user-defined time frames.
      Exempt/non-exempt employees should be able to receive additional
       compensation (shift, bonus, on-call, etc.).




UNM Hospitals RFP 148-09                  Page 62 of 127                           ERP Solutions
                                              Payroll
                                   FUNCTION                                                 RESPONSE
      System automatically calculates retroactive and incentive pay with
       user control over check production.
      Accrued benefits are validated prior to payroll processing.
      System supports paid time-off accruals and provides for carry-over of
       unused time into various banks.
      System supports unlimited cost centers.
      System provides functionality enabling Activity-Based Costing
       including grants, projects, etc.
      System provides for the conversion of worked hours into FTEs for
       reporting purposes.
      System allows for collecting site or location specific data that may
       affect the payroll process.
      System allows for programmatically populating site or location
       specific data based on user defined parameters.
      System allows for importing timecard data from a variety of input
       formats.
      System performs data validation when importing timecard data.
      System must allow set-up of custom user access profiles based on job
       description to maintain adequate internal controls.
      System has unlimited timecard import ability.
      System allows for data imports that may update any area of the
       database and maintains the data validation with the imported data.
      System interfaces with the general ledger at the level of detail defined
       by the user.
      System interfaces with accounts payable to accommodate payment of
       special reimbursements or other situations.

Taxes and Tax authorities.
      Calculation of federal taxes, state taxes for multiple states, including
       applicable reciprocity calculations and local tax authorities (i.e.
       county, city, school district).
      Deliver tax table revisions as they are mandated in order that they may
       be implemented for the effective date. Describe process for updating
       tax tables and frequency in the Appendix.
      System allows for calculation of state taxes for multiple states,
       including applicable reciprocity calculations.
      Effective date tax calculations for employee pay adjustments and for
       check reversals.
      Integrated tax authority reporting in the format mandated.
      Supports electronic submission of tax data to regulatory agencies.
      Establish tax records for new hires and prompts for any missing tax
       authority record for either the employee job location or home address.
      Ability to deduct federal and state taxes at flat rates for special checks.
      Handles Earned Income Credit.




UNM Hospitals RFP 148-09                  Page 63 of 127                             ERP Solutions
                                             Payroll
                                  FUNCTION                                              RESPONSE
Cost center allocations.
      Employee “home” cost center.
      Employee temporarily working in another cost center.
      Employee voluntarily working additional hours.
      Activity-based accounting for grants, contract by contract type,
       projects, etc.
      Predefined percentage split between home cost center and other cost
       center(s) i.e. by FTE or hours worked.

Benefit tracking.
      Designate holiday’s at the organization level and automatically pay
       employees for those holidays’ by employee group (i.e. union, non-
       union).
      Calculates and tracks compensated time such as vacation, minor sick,
       major sick, etc.
      Calculates and tracks holiday pay and allows designated conversion to
       vacation pay or to be paid out.
      Transfer of accrued time from sick to vacation and reverse.
      Transfer of extended sick time to another employee.
      Transfer of vacation time to another employee to use as extended sick
       time.
      Retro active benefit / deduction processing.
      Track paid leave with payment flexibility (i.e. pay half-time vs. full-
       time).

Accruals tracking.
      Ability to maintain accruals.
      Accrues labor hours and dollars.
      Supports time-off accruals and carry over of unused time into “banks”
       with maximum limits established.
      Benefit hour accruals for all paid benefits.
      Accrued benefits are validated prior to being paid in a pay cycle.
      Variable accrual rates based on employee length of service, FTE
       status, hours worked or paid leave hours utilized in a pay period.
      Available paid leave will be recorded in “banks” within maximum
       limits established and will update automatically with each pay
       period’s activity.
      Accruals rates will reduce when leave banks are depleted or other
       leave without pay occurs for a pay period.
      Stop paying accrued benefits when appropriate.
      Able to forecast benefit accruals for a defined period (i.e. month,
       quarter, semi-annual, annual) for both calendar and fiscal years.
      Liability reporting for accrued leave hours and dollars by leave type
       and other AD HOC parameters.




UNM Hospitals RFP 148-09                 Page 64 of 127                          ERP Solutions
                                             Payroll
                                  FUNCTION                                               RESPONSE
      System will validate timecards for all leave hours against available
       accrual bank balances prior to processing payment within a pay cycle.
      Ability to pay an amount for accrued hours using multiple pay codes
       from the same accrual.
      Allows conversion of designated accruals to cash or other accruals
       categories i.e. minor sick to major sick, paid out or transfer to
       vacation.
      Calculates and tracks compensatory time.
      Able to forecast benefit accruals for a defined period (i.e. month,
       quarter, semi-annual, annual) for both calendar and fiscal years.

Supports labor reporting for:
      Accommodate both calendar year and fiscal year to date reporting.
      Current to previous year variance (both calendar and fiscal).
      Multiple managerial summary levels (i.e. administrator, executive
       director, director, manager, supervisor, team lead, etc.).
      Last year previous period (month, quarter, year) for both calendar and
       fiscal years.
      Provides fiscal and calendar YTD figures for labor distributions.
      Provides for the reporting of worked hours, pay as an FTE for
       budgeting purposes.
      System supports allocation of employee earnings and/or labor expense
       to an unlimited number of cost centers.
      The system supports labor reporting for:
           o Previous period.
           o Year-to-date.
           o Last year previous period.
           o Last year year-to-date.
           o Current to previous period variance.
           o Current to previous year variance.
           o Accommodate both calendar year and fiscal year reporting.

Deduction Processing.
      Maintain an unlimited number of deductions.
      Prorate deductions by pay period and for previous periods (catch-up).
      Ability to handle multiple preset parameters for deductions.
      Ability for deductions to be taken over a period of time with start/stop
       dates, specific number of deductions, dollar limits, etc.
      Deductions may be processed using:
           o Percent of pay.
           o Flat dollar amount.
           o YTD dollar amount.
           o User-defined calculations.
      Handle collecting deduction arrears within predefined “minimum” pay
       parameters in order that an employee does not receive a zero check.



UNM Hospitals RFP 148-09                 Page 65 of 127                           ERP Solutions
                                             Payroll
                                  FUNCTION                                              RESPONSE
      Generates notices for manual benefit payments due from employees,
       for example Cobra payments.
      System has the ability to prorate deductions.
      System has the ability to adjust priorities of deductions.
      System has the ability to handle multiple preset parameters for
       deductions (i.e. health insurance taken only 2 times monthly in a 3 pay
       period month for twice weekly payrolls, etc.)

Check Processing.
      System provides the ability to handle direct deposit to multiple
       financial institutions in various Federal Reserve districts. List any
       limits/restrictions in the Appendix.
      Supports unlimited direct deposit accounts per employee. List any
       limits/restrictions in the Appendix.
      System generates message on paychecks and direct deposit forms.
      Supports voiding checks by check number.
      Has the ability to void payroll checks for a specified period of time
       (12 months) by the check date and apply any changes to the
       appropriate accounting accumulators for calendar and fiscal years.
      Any check reversals are interfaced to the general ledger and to the
       appropriate cost centers and accounting periods.
      Automatically updates earnings, hours, and deductions when a check
       is voided and adjusts tax authority limits if appropriate.
      Automatically updates earnings, hours, and deductions when a manual
       check is created.
      Includes regulatory limits such as FUI, SUI, Worker’s Compensation,
       FICA and 457(b)/403(b)/401(a) contributions in manual check
       calculation.
      Retro Active Pay Processing.
           o Calculated from the date of change, forward through the most
                recent pay period accommodating effective dates on taxes.
           o Option to select specific date range and rate information.
      System provides the ability to gross up a check in order to ensure the
       employee receives the appropriate net pay.
      System has the ability to produce a third party check tied to the
       employee.
      System has the ability to print checks using encryption software and
       MICR printers.
      System provides the ability to generate duplicate earnings/direct
       deposit statements individually.

Garnishment Support.
      Define federal & state disposable income.
      Automatically start pending garnishment(s) when current garnishment
       is completed.




UNM Hospitals RFP 148-09                 Page 66 of 127                          ERP Solutions
                                               Payroll
                                    FUNCTION                                           RESPONSE
      Generate payments to creditor for wages withheld based on “order to
       pay” information.
      Entry of court “order to release” documentation will cause
       garnishment to stop in system.
      Automatically prorate concurrent garnishments.
      Adjust garnishments for voided checks and manual checks.
      Ability to refund garnishment amounts over-withheld or withheld in
       error.

W-2 Processing.
      System has the ability to generate W-2s.
      System has the ability to generate previous years W-2s on demand.
      System provides an option for delivering online W-2s to employees.
      Provides an option for delivering online W-2s to employees.
      Electronic W-2 filing supported for Federal, State and other taxing
       authorities.
      Generate all applicable tax reports and schedules.
      Supports W-2 reporting for multiple state EIN’s under a single Federal
       EIN.
      Reports and tracks employee designated Tax Exempt status.
      Tracks IRS identified single and zero withhold designations.
      Captures pay period information on earnings and taxes for
       employment agency personnel that are not employees and for other
       non-employee personnel.
      System provides functionality to include a single employee record
       working in multiple EIN’s in a single period and receiving multiple
       W2s from that single period.

Employee self-service.
      Generate earnings/direct deposit statements or duplicates.
      For pay modeling scenarios including changes to pre-tax contributions
       for 401k, 403b, 457c and “catch-up” plans.
      Employee accruals status for vacation, minor sick, major sick, holiday
       hours, compensatory time and other user designated accruals.
      Employees may manage direct deposit accounts via workstations and
       kiosks.
      Enables employees to update W-4 elections.
      For pay stub information for the last 24 months.
      Can display employer generated messages upon employee log-in.

Ability to capture historical data by:
      Pay period.
      Month to date basis.
      Quarter to date basis.
      Fiscal year-to-date basis.



UNM Hospitals RFP 148-09                  Page 67 of 127                        ERP Solutions
                                             Payroll
                                  FUNCTION                                              RESPONSE
      Calendar year-to-date basis.
      Position.
      Department or work unit.
      Cost center.
      Organization.
      Calendar and Fiscal Month, Quarter and Year to date accumulators
      Allow inquiry and update of all payroll accumulators (hours, earnings,
       benefit accruals, etc.)

Produces check reconciliation.
      System provides the ability for automated bank reconciliation of the
       payroll account; with bank tape file matched against the check file and
       generate appropriate reports: cleared checks, outstanding checks, etc.

Integrated reporting.
      Reports employee hours and earnings by fiscal and calendar year.
      Reports hours and dollars by pay type.
      Reports by cost center hours and earnings by fiscal and calendar year.
      On-demand exception reports for user-defined parameters such as
       hours, dollars, etc. prior to payroll run.
      Able to create and modify existing reports (payroll registers, check
       registers, etc.).
      Ability to view history by facility, cost centers, departments or work
       units and entire organization reflecting general demographic data such
       as FTE counts, counts by full-time, part-time, casual pool, contract,
       agency, temporary, etc.
      Compares budget to actual payroll expense.
      Perform exception reporting on employees who have no time entries,
       no check printed, delinquent deductions, etc.
      Can generate messages on paychecks and direct deposit forms.
      Generates various audit reports such as checks greater than an
       identified dollar amount, active employees not paid in a defined
       number of pay periods, employees paid earnings with zero hours,
       employees exceeding an established overtime limit, etc.
      Generates employer paid benefits summaries for uncompensated time
       by period (i.e. month, quarter, year).
      System provides the ability to create ad hoc reports of historical data
       maintained on the system. Describe any limitations in the amount of
       payroll history that can be stored on the system.
      Ability for users to create ad-hoc reports based on their security
       without IT assistance.
      Integrated AD HOC reporting - ability to capture and report by hours
       and dollars on historical data. Selection parameters available to
       determine accumulators for the following:
      Selected pay period(s) or check date(s)




UNM Hospitals RFP 148-09                 Page 68 of 127                          ERP Solutions
                                             Payroll
                                  FUNCTION                                               RESPONSE
      Selected position code(s)
      Selected employee(s)
      Selected pay or deduction code(s)
      Cost center or work unit(s).
      Division / Organization(s)
      Selected date range
      Calendar and Fiscal Month, Quarter and Year to date accumulators
      Generates ad hoc reports of historical data maintained on the system.
      Able to create new reports and modify existing report formats (payroll
       registers, check registers, etc.,)
      Ability to view history by facility, cost centers, departments or work
       units and entire organization reflecting general demographic data such
       as FTE counts, counts by full-time, part-time, casual pool, contract,
       agency, etc.
      Compares budget to actual payroll expense.
      Perform exception reporting on employees who have no time entries,
       no check printed, delinquent deductions, etc.
      Can display employer messages on paychecks and direct deposit forms
       as well as self-service inquiry screens.
      On-demand exception reports for user-defined parameters such as
       hours, dollars, etc. prior to payroll run.
      Generates various audit reports such as checks greater than an
       identified dollar amount, active employees not paid in a defined
       number of pay periods, employees paid earnings with zero hours,
       employees exceeding an established overtime limit, etc.
      Generates employer paid benefits summaries for uncompensated time.
      Describe limitations in the amount of payroll history that can be stored
       on the system or selection criteria that may be used in AD HOC
       reporting in an Appendix entry.

Drill Down.
      Optional summary level and/or detail level reporting.
      Summary-level inquiries and reports support multiple levels of drill-
       down to the detail behind the reported amounts.
      Drill-down (and drill-across) can reach into any integrated sub-system
       (e.g. Payroll Expense drills-down to the batch and then into payroll
       detail by location and then by department, etc.).
      Drill-down (and drill-across) is delivered and dynamic (does not need
       to be programmed during implementation and automatically updates
       based on data relationships).
      Drill Around on web accessed reports to source transactions and
       summarized balances.
      Drill to detail on data fields in screens.
      Drill to detail on data fields in reports.



UNM Hospitals RFP 148-09                 Page 69 of 127                           ERP Solutions
                                             Payroll
                                  FUNCTION                                           RESPONSE
      Drill Around on data from Reports or Inquiries to detail including
       source transactions, any attached comments or files.
      Drill-down to the next level of detail within and across modules.

Ensures FLSA compliance
      When multiple jobs are worked at multiple rates within the same work
       period at differing locations.
      When multiple special pay types are paid within the same work
       period.
      Provides for automatic calculation of new average rates and ensures
       FLSA compliance on earnings affected by retroactive adjustments.
      System ensures FLSA compliance when employee works in multiple
       legal entities/EIN’s within the same work period.
      System provides for automatic calculation of new average rates and
       ensures FLSA compliance on earnings affected by retroactive
       adjustments.




UNM Hospitals RFP 148-09                Page 70 of 127                        ERP Solutions
                                  Scheduling and Staffing


Scheduling and Staffing General
                                  FUNCTION                                            RESPONSE
Overall goal - Automating the medical staff scheduling process for hospital
units.
Key functionality includes:
     Interface with current Kronos and Cerner systems.
     Interface with the Position Management module.
     Interface with the Performance Management module.
     Interface with the Succession Management module.
     Interface with the Compensation Management module.
     Enterprise-wide 24/7 Web-based access including remote access.
     Reporting and analytics related to unit management and overall staff
        utilization.
     Notification Alerts.
The system will be interfaced or integrated with Kronos for employee
timecard information and the system HR module for employee job
credentialing information, demographics, and time accruals.
Extensive management reporting is required to support Nursing
Administration as well as Human Resources.
Data needed for some of the management reports is stored in existing systems
including Kronos Time and Attendance time management system and the
Cerner Patient Acuity system.
Key operational drivers for this project include, but are not limited to:
     Reducing the significant labor required to perform the manual
        processes involved in each area identified by this RFP.
     Improving the management of the organization and satisfying all audit
        requirements.
     Collecting and managing information to meet regulatory obligations.
     Improving communication and coordination between the various
        parties engaged in the operation of the hospital.
Perform scheduling for employees and non-employees e.g. Nurse Travelers,
Agency Staff, Consultants, UNM Students, HSC Residents.




UNM Hospitals RFP 148-09                Page 71 of 127                         ERP Solutions
                                   Scheduling and Staffing


Scheduling and Staffing
                                   FUNCTION                                              RESPONSE
Does your product's staffing and scheduling rules operate in an enterprise
wide deployment that includes but is not limited to:
         a. Global Rules.
         b. Hospital-specific rules.
         c. Department-specific rules.
         d. Unit/floor/site-specific rules.
Does your product accommodate simple (single facility) and complex
(multiple facilities) rules for an employee? Please explain on an Appendix.
Does your product provide/prevent cross enterprise staffing and scheduling?
Please explain on an Appendix.
Does your product schedule staff in a multi-facility environment? Please
describe on an Appendix.
Does your product have the capability to do inter- and intra- facility conflict
checking? Please explain on an Appendix.
Does your product handle the scheduling of an employee from one facility that
can be scheduled to work in another facility?
Are there rules/logic configurations requiring setup to ensure appropriate
assignment and charge back to other cost centers?
Does your product have the capability to place limits at an employee level,
department level or facility level? (e.g., Work no more than 3 days in a row)?
Please describe the process in an Appendix reference.
Can the system require a 12 hour break between shifts?
Does your product save final approved schedules for later reference and
reporting?
Are schedule templates reusable?
Can an entire unit schedule with totals for staff counts appear on the screen
and in a printed schedule?
Are schedule totals dynamic – where any change to the schedule immediately
shows in the totals – a report does not need to be run to see staffing totals.
Can you view an employee's 4-week schedule while making changes? Please
explain on an Appendix.
Can your product allow an employee to be scheduled for more than one shift
per day? Does that show in your product and on the printed schedule?
Does your product differentiate between productive direct care and productive
indirect care? Please describe on an Appendix.
Does your product handle on-call scheduling? Does your product track
employees who are called in so another facility does not call the same
employee? Please describe on an Appendix.
Does your product have an alert mechanism when an employee does not meet
their scheduling requirements?
Can an end user use your product to search for a single employee?
Does your product illustrate if an employee is off, can a reason (e.g., PTO,
sick, late) be attached to the call off?
Does your product provide for shift swapping by employees?




UNM Hospitals RFP 148-09                  Page 72 of 127                          ERP Solutions
                                  Scheduling and Staffing
                                  FUNCTION                                             RESPONSE
Does your product account for work rotations? Please explain on an
Appendix.
Does your product identify and/or track new hires during their orientation /
probation period?
Does your product identify and/or track leaves of absences?
Does your product show staffing surplus/shortages across the enterprise?
Please explain on an Appendix.
Does your product show staffing levels based on real-time unit demand? (e.g.,
patient census, acuity, procedures, etc)? Please describe on an Appendix.
Does your product have the capability to find a list of employees for a unit
with their schedule in order to recruit them for additional shifts? Please
explain on an Appendix.
Are employee schedule requests prioritized during the schedule generating
process? Please explai on an Appendix n.
Does your product allow employees to submit requests to work open shifts
before being assigned?
Does your product auto-generate a schedule? Please describe the process on an
Appendix.
Can the number of weeks the schedule is printed be customizable or are they
defined (1 week, 2 week, 4 week, 6 week, 8 week, etc)? Can the paper size be
scalable from letter to legal? Please explain on an Appendix.
Does your product allow for varied start/end times? Describe how the changed
times appear on the software and in any reports on an Appendix.
Does your product handle the creation, modification and additions of shifts?
Please explain on an Appendix.
Are shifts specific to dept/unit, building or enterprise wide capable? Please
explain on an Appendix.
Are there limitations to the number of shifts allowed (dept/unit, building or
enterprise-wide capable)? Please explain on an Appendix.
Can your product handle shifts that span over the day-divide? Please explain
on an Appendix.
How does your product display changes to the following? Please explain on an
Appendix.
         a. Change an employee’s shift.
         b. Swap an employee’s shift with another employee.
         c. Add a shift to an employee’s schedule.
         d. Change an employee’s unit (float out).
         e. Change an employee’s hospital (float out).
Does your product provide a web-based tool for the following functions:
         a. Employees can view and print their schedule remotely via web
             technology.
         b. Employees can make schedule requests remotely via web
             technology (self schedule, preference schedule, off requests?
         c. Employees can perform shift bidding via web technology (without
             needing 3rd party software).
         d. Employees can swap shifts via web.
         e. Employees can request on-call shifts.



UNM Hospitals RFP 148-09                Page 73 of 127                          ERP Solutions
                                    Scheduling and Staffing
                                    FUNCTION                                               RESPONSE
         f. Employees can request to work additional shifts.
Does your product allow staff to self-schedule based on unit needs and shift
requirements? Please explain how the system prevents employees from
signing up for inappropriate shifts and provide some examples on an
Appendix.
Can your product view an employee's total hours worked/scheduled? By pay
period, by schedule? Please explain on an Appendix.
Does your product indicate an employee to be scheduled will be in an
overtime situation? If yes, does your product indicate the employees current
overtime hours?
Does your product indicate shift premiums and other bonus incentive pay?
Please describe on an Appendix.
Does your product generate schedules based on employee patterns? Please
describe on an Appendix.
Can the employees print out their monthly schedule?
Can e-mail messages be sent and displayed regarding schedule changes?
Can the system allow for centralized staffing to view the entire hospital, easily
finding units that are understaffed and overstaffed and make changes?
Can the system report on available staff with specific credentialing or licenses
(i.e. show all staff with ACLS licenses)?
Does the system provide real-time updates on staff by units for allocating
Nursing Resources?
Does your product have the capability to provide contingent (flex) pool
management? Please explain on an Appendix.
Does your product have the capability to provide agency staffing information
for performance monitoring? Please describe on an Appendix.
Can you provide show staffing agency costs daily, weekly, monthly?
Does your product track the floating of employees? Describe how this appears
within the application on an Appendix.
Does your product accommodate an employee being floated in the middle of a
shift? Please explain on an Appendix.
Can I supplement a staffer into a unit without floating them? Please explain
the process on an Appendix.
Does your product allow staffing/scheduling management to select appropriate
candidates based on rules governing use of holiday, sick, vacation, already
scheduled, mandatory overtime, and personal preferences, etc? Please explain
on an Appendix.
Does your product provide the schedule to print with extra blank lines? Please
explain on an Appendix.
Does your product provide for delivered reports, including but not limited to
the following:
         a. 1 Week Schedule.
         b. 2 Week Schedule.
         c. 4 Week Schedule (By Skill).
         d. Employee List.
         e. List of shifts with assigned employees.
         f. Single Employee Schedule.



UNM Hospitals RFP 148-09                   Page 74 of 127                           ERP Solutions
                                    Scheduling and Staffing
                                   FUNCTION                                               RESPONSE
         g. Shift description report (list of all the shifts).
         h. Projected Staffing Agency requirements (based on targeted
             staffing).
         i. Daily Unit Staffing.
         j. House-wide Staffing report (across multiple units or sites).
         k. Employee Float Report (within specified parameters).
         l. Total Hours by Activity (e.g., Sitter Hours, Sick, etc.).
         m. Number of “Traveler” nurses used.
         n. Number of Staffing Agency staff used.
         o. Average hourly cost by employee group (nurses, techs).
         p. Forecast average hourly cost with “what if” scenarios (i.e.
             Staffing Agency vs. Travelers vs. an FTE employee).
         q. Forecast a recruiting effort to fill a projected contract expiration
             date for either a “Traveler” or Staffing Agency resource.
Can the above reports generate by unit, department, site, or enterprise?
Can your product record and track credentials (licensures, privileges,
certifications, CEU's) and competencies? Please explain on an Appendix.
Does your product produce a list of available staff based on talent level,
credentials, certifications, performance management or other criteria for the
employee to be selected for the shift?
Does your product lock out employees from being scheduled if they have
expired credentials?
Does your product allow for the ability to tie a scanned copy of a document to
their credentialing record? For example, an actual copy of their licenses or
certifications?
Does your product allow for the notification of expired credentials and/or
expected training? How is this accomplished?
Does your product allow the scheduling of training with the ability to pick an
instructor? Please explain on an Appendix.
Does your product allow for additional information pertaining to a “resume”
type function? If so, please explain in detail on an Appendix.
Does your product allow medical staff to update and/or maintain their own
credentials? If so, please explain in detail on an Appendix.
Does the system have a database to record the receipt of performance reviews
for TJC compliance or credentialing?
Does your product allow for the following reports?
         a. BLS / ACLS / PALS Certification Report.
         b. Educational Degree Report.
         c. License Expiration Report.
         d. Employee Statistics History Report (e.g., # of midnight shifts in a
             specified time).
         e. Negative Time Reports (Nonproductive - LOA, Unscheduled
             Time, No Call-No Show and Tracking - Tardy).
         f. Productivity.
         g. Staffing Variance.
         h. HPPD Variance.
         i. Cost per patient day.



UNM Hospitals RFP 148-09                   Page 75 of 127                          ERP Solutions
                                   Scheduling and Staffing
                                   FUNCTION                                             RESPONSE
        j.  Historical experience of staff i.e. ICU, SAC, Out Patient to
            provide an easy reference for emergency response?
With which patient acuity systems do you have current experience
interfacing? Please explain on an Appendix.
Do you have your own acuity system?
Does your product handle interfaces from your core Human Resource data?
(Employee Demographics, Licensure, Certifications, etc.).
Does your product have the capability to handle interfaces to/from third-party
Time and Attendance solutions?
Does your product allow for interfaces to be scheduled with a batch scheduler
for un-attended operation and notification of failure? Please explain on an
Appendix.




UNM Hospitals RFP 148-09                  Page 76 of 127                         ERP Solutions
                                     Financial Management
                                                General

Financial Management - General
                                   FUNCTION                                               RESPONSE
Is the software SAS-70 compliant and certified?

General Implementation
Provide unlimited user fields associated with chart components.
Provide mapping table(s):
         a. For old accounting system chart of accounts to new accounting
             system chart of accounts.
         b. System uses mapping table to load history from old system during
             conversion to new system.
         c. Mapping from ‘old system’ values to new values resides on-line
             for end user reference.
         d. Ability to use mapping table when acquisitions occur, to load
             month end financials from acquired company.
         e. Ability to use mapping table when interfacing journals from
             operational systems that still use old chart of accounts.
Workflow tools for creation, routing and escalation of financial information,
transactions and reporting
Modify and create application forms, input screens, personalized help screens,
tab orders, instructions and reports without touching source application code.
Upload data from Spreadsheets to any screen/form within system, such as new
accounts, new cost centers, or changes to edit flags.
Upload data from Spreadsheets performs the same data validation as if the
data were entered online to prevent erroneous data from corrupting the
database.
Ability to jump to different screens in different modules without having to
login separately.
Ability to drill around on any data item to get all related information. (Drill
around not limited to inquiry screens or amount fields).
Drop down selects on fields with search and filter capabilities
Ability to have multiple screens opened on desktop simultaneously.
Context-sensitive help available throughout the system (e.g. help relates to the
function/field in which the user is positioned).
Ability to link one or more attachments to a record/transaction.
Ability for users to load any type of data to the system without IT assistance
with protection from data corruption.

GENERAL LEDGER SETUP
Entity Definition
System can maintain distinct chart of accounts for each entity.
System can maintain a single chart of accounts to be used by multiple entities
in the same data area.




UNM Hospitals RFP 148-09                  Page 77 of 127                           ERP Solutions
                                     Financial Management
                                                General
                                    FUNCTION                                              RESPONSE
Have centralized administration of accounts with specialized user roles and
access.
Maintain multiple entities to represent different organizations.
Ability to restrict users to specific entities for viewing and editing, and
reporting information.
Ability to assign separate processing rules to each entity.
User defined calendar for each entity.
Ability to easily change fiscal year after the system is setup and has been used
for a period of time.
Ability to process closing for multiple entities simultaneously.
Ability to process closing for multiple entities in same job run.
Ability to close subsystems independently of General Ledger and control
subsystem posting dates.
Supports multiple preliminary closes prior to final close.
Calendar periods can be opened and closed by entity.
Ability to process inter-company transactions.
System automatically generates due-to and due-from entries when processing
inter-company.
User defined inter-company relationships and auto balancing accounts to be
used.
Ability to define multiple legal entities within a processing entity and create
auto balancing entries at the legal entity level.
Group entities for processing and reporting.
Ability to maintain a separate set of books for IFRS compliance.

Cost Center/Department
Cost center/department can roll-up to unlimited groupings for reporting.
Ability to enter location code or address of cost center/department.
Ability to assign facility code to cost center/department.
Ability to assign accounting responsibility of cost center/department.
Ability to assign user fields for additional information to cost
center/department.
Ability to define cost center & account relationships:
         a. User cannot post to account if not defined for cost center.
         b. User does not see account in selection list if not defined for cost
             center.
         c. Make additions/changes to cost center-account relationships one
             by one on-line.
         d. Ability to mass add relationships.
         e. Ability to dynamically add relationships when account is used
             with cost center based on rules.
         f. Ability to mass delete unused relationships periodically.




UNM Hospitals RFP 148-09                   Page 78 of 127                          ERP Solutions
                                   Financial Management
                                              General
                                  FUNCTION                                            RESPONSE
       g. Ability to easily replicate a new account across entities and cost
          centers/departments.

Natural Accounts
Separation of the natural account from other account elements or segments in
order to have a flexible structure and be easy to maintain.
Summary account groupings for reporting. Individual account can belong to
multiple groups.
Ability to note if account is a restricted fund.
Ability to require project code when account is used.
Ability to deny a project code when account is used.
User defined account numbers.
Ability to break down an account to further detail through sub account.
Ability to post amounts and statistics.
Ability to restrict account to statistics only.
Ability to deny statistic posting to an account.
Ability to post transactions from subsystems in detail.
Ability to summarize postings from subsystems by day.
Posting accounts can restrict posting from subsystems such as only the Asset
Accounting module can post to the depreciation account.
Default transaction currency by posting account.
Ability to override accounting rules for an account at the cost
center/department level for exceptions.
Addition of Accounts:
         a. On-line.
         b. Upload from Excel Spreadsheet.
         c. Ability to restrict specific users to view only.
         d. Ability to require on-line approval by supervisor for account
             addition.
Account numbers validated at transaction entry in General Ledger and sub-
modules.
General Ledger chart of accounts is shared by all sub-modules. Chart is not
defined separately in sub-modules.
Support real time account validation in sub modules.
Produce Chart of account listing.
Option for end user to export chart of account listing to Excel.
Ability to do mass change/update on-line to account edit flags, status, etc.
Inactive account flag to prevent posting to an account.


Currency:
       a. Default base currency to transactions during data entry.




UNM Hospitals RFP 148-09                 Page 79 of 127                        ERP Solutions
                                     Financial Management
                                                General
                                    FUNCTION                                               RESPONSE
        b. FASB52 compliant.
        c. Ability to revalue a non-base account balance and automatically
           post the revaluation entry (calculated and posted by the system).
        d. Ability to define an ‘account’ currency, such as a non-base Cash
           Account. System should track base and account currency
           concurrently for reporting.
        e. Ability to control what transaction currency can post to which
           accounts.
        f. Ability to define alternate reporting currency for an entity. All
           activity tracked in base and reporting currency concurrently.
        g. Ability to view base, transaction, account or reporting currency
           on-line anytime
        h. Currency exchange rate table shared by all legal entities, no
           duplicate entry
        i. Ability to consolidate multiple legal entities with different base
           currencies & automatically book translation gain/loss entries.

General Ledger Processing
Support multiple open periods for processing.
Prior period posting with control of which users have access.
Ability to start next year's processing before current year is closed.
Ability to report on 'next year' before current year is closed, including balance
sheet reports.
Ability to process manual journal entries.
Ability to copy a journal entry to streamline data entry.
Allow for straight-forward posting of journal entries with convenience
features such as keyboard shortcuts.
Pull down ‘look up’ menus at entry fields with search capabilities.
Pull down ‘look up’ menus at entry fields with filter capabilities.
Ability to capture attributes on a journal entry (e.g. description, journal
voucher reference #, type, source/journal, comments).
Permits unbalanced statistical journal entries.
Sub-systems can automatically post data to statistical accounts (e.g. payroll
posts hours to General Ledger).
Ability to search within a JE (and across multiple JE's) for a transaction by
date, amount, and/or description.
Post to General Ledger and Project Accounting with same journal entry
simultaneously.
Journal entry transactions accept amounts units or both on same transaction
line or separate transaction lines.
Auto reversing journal entries with ability to specify reversing period.
Ability to auto-number journal entries.
Ability to manually number journal entries.
User definable codes to represent origin of data on transactions.



UNM Hospitals RFP 148-09                   Page 80 of 127                           ERP Solutions
                                      Financial Management
                                                 General
                                     FUNCTION                                               RESPONSE
User definable codes to represent type of transaction.
Require balancing entries (amounts).
Track dates on transactions:
         a. User definable posting date.
         b. User definable transaction date, potentially different then posting
             date.
         c. System date of when transaction was entered for audit.
System tracks user id that entered transaction.
Create future period journal entries (normal, auto reversing and recurring).
Upload journal entries from spreadsheet ensuring security and business rules
are used.
Produce journal edit listing of detailed transactions.
Ability for user to export journal listing to Excel.
Produce journal control report identifying journal entry status for all journals
in a period.
Recurring Journal Entries:
         a. Specify all periods or selected periods for processing (monthly,
             quarterly, semi-annual, etc).
         b. Duration of recurring entry overlaps fiscal years.
         c. Recurring journal entries with ability to zero amounts but keep
             template for next period.
Create Recurring Journal Entries from Accounts Payable invoice entry for
prepaid items.
Produce recurring journal edit listing of detailed transactions.
Produce recurring journal control report identifying status for all recurring
journals.
Run posting once to process all entities at the same time.
Ability to post a single journal entry.
Ability to reverse incorrect entries without having to re-enter them.
Ability to back-out posted entries during the current period for corrections,
with proper approvals.
Ability to attach unlimited comments to journal entries.
Ability to attach backup documents to journal entries, such as Excel
spreadsheets, Word documents, or .Adobe PDF files.
Ability to have supervisor approve journal entries before they post.
Ability for journals that are entered in remote offices to electronically route to
appropriate person at central office for approval.
Ability to place Journal entries on hold to stop posting.
JE batches with errors are held in suspense until corrected.


Allocations
Allocate revenue and expenses within an entity:




UNM Hospitals RFP 148-09                    Page 81 of 127                           ERP Solutions
                                     Financial Management
                                                General
                                    FUNCTION                                               RESPONSE
         a. Between posting accounts.
         b. Between cost centers.
         c. Optional use of contra accounts.
Allocate revenue and expenses between entities with auto generation of due-to
and due-from transaction lines.
Allocation by:
         a. Percent.
         b. 'Fixed Factor’ (i.e. ‘Square Feet’).
         c. User defined calculation based on balances within the system,
             amounts or statistics.
Perform multiple step allocations where the results of the first step are taken
into account for the second and so on.
Calculate allocations in user defined groups, to be submitted to run all at once.
Ability to re-run allocations if error was made.

Consolidations
System can consolidate both mid-tier and top tier consolidations.
Detail and summary consolidations.
Automated calculations for elimination of inter-company transactions and
account balances.
Supports ability to mark inter-company transactions as 'reconciled' as inter-
company accounts are reviewed.
System supports journal entry posting to consolidation company.
System supports both consolidation and elimination entity types.
Supports consolidating budgets from multiple entities.

Analysis
Drill to detail from screen field.
Drill to detail from reports.
Drill on transaction shows all other transactions in the journal entry.
Produce Balance Sheet and Income Statement reports.
Produce balanced Financial Statements any time during the period.
Produce balanced Financial Statements below entity level.
Produce GL report detailing period GL and subsystem transactions.
Produce financial projection reports combining actual and budget amounts,
units or both.
Ability for accountants to create user defined report formats within system
that allow for:
         a. Reporting against history, multiple prior years.
         b. Producing trend reports.
         c. Condensed print (up to 230 characters).




UNM Hospitals RFP 148-09                   Page 82 of 127                           ERP Solutions
                                  Financial Management
                                             General
                                 FUNCTION                                  RESPONSE
        d. Include amounts, budgets, and statistics.
        e. Allow for formulas / ratios.
        f. Allow for period, month, quarter and year comparisons.
        g. Allow for multiple formats within a report.
User defined organizational structure for reporting.
Unlimited additional organizational structures for reporting.
View journal comments on journal edit listing as well as on-line
View journal comments when drilling to detail from reports.




UNM Hospitals RFP 148-09                Page 83 of 127              ERP Solutions
                                    Financial Management
                                      Accounts Payable

Financial Management – Accounts Payable
                                   FUNCTION                                              RESPONSE
Vendor Master
Vendor master shared by multiple legal entities, all in one data area.
Vendor master shared with Accounts Payable and Materials Management.
Current system allows maintenance of “supplier” information and multiple
“payees” within each supplier. Describe in the Appendix how this function is
addressed in your system.
Standard report of all vendor activity across entire organization.
Centralize vendor setup and maintenance. Vendors need to be added or
modified once and such information is instantly made available to the all
modules.
Ability for Materials Management person to start vendor setup and then have
the system electronically route this to Accounts Payable to put in additional
information.
Alert AP Supervisor of incomplete vendor setups.
Ability to define vendor groups (e.g. for AP team assignments).
Multiple addresses/locations for the same vendor.
Separate processing rules for different locations for a vendor.
Allow for generic vendor setup for one-time payments.
Ability to define multiple types of one-time vendors with different processing
rules (e.g. vendor vs. check refund customer).
Designate vendor types such as suppliers, utilities, employees, etc. Ability to
report by this type and run check cycles by type.
Ability to place vendors on hold until they are removed from hold.
Ability to place vendors on hold for just one check run.
Alert AP Supervisor if vendor is on hold for more then a designated period of
time.
Ability to deactivate a vendor (e.g. inactive).
Ability to track vendor balance in non-base currency.
Ability to capture vendor contact notes.
Maintain default terms by vendor.
Supports various payment terms (1% 10, net 30… in by 20th, pay by 5th).
Automatically calculate discounts amounts.
Ability to designate vendor acquired by or merged with another.
Ability to direct payments from acquired vendor to new owner while
maintaining history.

Vendor Master Details
Vendor lookup by partial name, vendor number, zip code, or Tax ID #.
Ability to filter to short list when searching for vendor.
Track the following information on vendor master:



UNM Hospitals RFP 148-09                  Page 84 of 127                          ERP Solutions
                                    Financial Management
                                      Accounts Payable
                                   FUNCTION                                              RESPONSE
        a. Vendor Name.
        b.  Search Name used in look-ups on line.
        c. Legal Name.
        d. Contact Person.
        e. Additional Contacts.
        f. Phone, Cell Phone, Fax, e-mail address (multiples of each).
        g. Diversity, such as small business or woman/minority owned.
        h. Payment Terms.
        i. Vendor Bank information for EDI.
        j. Tax ID.
        k. Spending limits.
        l. User fields which can be used to track information and group
           vendors for reporting/analysis.
        m. Default General Ledger account distribution information.
        n. Allow sub-grouping of vendors owned by a conglomerate or
           multi-national organization.

Invoicing.
Ability to default information from Vendor to Invoices:
         a. Subject to 1099
         b. Vendor's payment terms.
         c. Vendor's preferred method of payment (check vs. electronic).
         d. Most frequently used Vendor Location.
         e. Pre-defined General Ledger account distribution split.
Ability to specify multiple distribution lines per invoice.
Ability to interface purchase information with GHX system to obtain invoice
information without need to manually enter the information.
Ability to automatically calculate expense allocation to departments based on
units (square feet) or percentage.
View vendor address immediately on the invoice entry screen to ensure
correct vendor location is selected.
Separate date to represent the actual date of the invoice versus General Ledger
posting date.
Ability to specify posting date on invoice entry.
Ability to enter invoices to prior periods that have not yet been closed.
Prevent invoice entry to closed periods.
Prevent invoice entry to future periods that are not yet open.
Ability to enter an invoice and pay immediately without typing a manual
check.
Ability to place an invoice on hold so it does not get paid until removed from
hold.




UNM Hospitals RFP 148-09                  Page 85 of 127                          ERP Solutions
                                    Financial Management
                                      Accounts Payable
                                   FUNCTION                                              RESPONSE
Ability to place an invoice on hold for just one payment processing cycle.
Alert AP Supervisor if invoice has been on hold for longer then a designated
period of time.
User option to process an invoice without a PO is allowed/not allowed.
Require a PO for certain vendor's invoices.
The Accounts Payable system must have edit checks and controls to be sure
that invoices are posted to valid and active G/L accounts or account
combinations.
Automatically calculate due date and allowable discount with ability to
override.
Alert AP Supervisor if discounts will be lost due to not paying in time.
Ability to revalue open invoices of non-base currency and have a journal entry
automatically created.
Ability to upload invoices, debit or credit memos, from Excel with system
edits performed as if the entry was made online.
System calculates taxes on taxable invoices.
Ability to process both taxed and non-taxed facilities.
Ability to calculate and accrue tax when not included on invoice and
automatically create associated journal entry.
Supports a multi-step, user defined voucher (i.e. vendor invoice) approval
routing process.
Voucher approval rules trigger automatic approval routings (i.e. for over/under
tolerance, for amounts in excess of a user defined limit, for all postings to a
certain GL account).
Ability to code invoice to integrated project accounting module.
Ability to require a project code on CIP account or other accounts.
Ability to default project code to all of the vendor’s invoices to ensure no
costs are missed for a project.
Ability to code an invoice to a Grant and designate type of expense.
Ability to note that an invoice is a prepayment and the system automatically
creates a recurring journal entry to amortize the expense.
Ability to note that an invoice is for a capital purchase and the system
automatically creates an asset in the asset accounting module, subject to
review/approval.
Ability to enter recurring invoices such as rent payments.
Ability to check for duplicate invoices within an entity and prevent payment
of the duplicate invoice.
Ability to check for duplicate invoices and provide an approval process for the
payment of a duplicate invoice.
Ability to link/embed an attachment for supporting documentation (e.g.
imaged documents) against a vendor invoice.
Ability to net open credit memos against an open invoice.
Supports credit memo entry.




UNM Hospitals RFP 148-09                  Page 86 of 127                          ERP Solutions
                                    Financial Management
                                      Accounts Payable
                                   FUNCTION                                              RESPONSE
Ability to apply a credit memo against the vendor account (e.g. credit
balance).
Payroll Taxes, Garnishments or other items are paid directly from Accounts
Payable without needing a check request but can be subject to approval.
Ability to process invoices originating in a 3rd party system (e.g. Patient
refunds).
Ability to differentiate between 1099 eligible/ineligible payments to a
specified vendor (i.e. at the invoice level).
Ability to consolidate vendor purchases data to produce one 1099 per vendor
(company-wide).
Ability to adjust invoices after payment has been made, for 1099 information
that was unavailable at the time of invoice entry or payment.
Ability to notify user if 1099 reportable vendor is added to system without a
tax id.
Ability to automatically e-mail 1099 reportable vendor if vendor is added to
system without a tax ID – requesting that they send in tax information.
Ability to make only a partial amount of an invoice 1099 reportable.
Reclassify invoice distribution(s). Automatically create associated journal
entry for user specified posting date/period.
Ability to adjust invoice after it has posted to the General Ledger including:
         a. Change the pay/due date.
         b. Split the invoice into multiple payments.
         c. Change the bank account the invoice should be paid from.
         d. Mark the invoice for separate payment, not to be included with
             other invoices on a check.
         e. Add comments to the invoice or invoice payment.


Payment Processing
Ability to set up multiple bank accounts for an entity.
Ability to specify which account to pay a vendor from, ability to override at
invoice level.
Check processing with multiple bank accounts in one check run.
Check processing with multiple check types in one check run, such as paper
check or electronic payment.
Support separation of vendor setup and check generation roles.
Accounts Payable staff has the ability to override system rules for check
frequency in addition to marking invoices for immediate payment.
Ability to process a check for a single invoice without having to type a manual
check.
Supports electronic payment processing.
Ability to specify a partial payment to a vendor.
Produces a pre-check register for review and revision to the batch selection
criteria.
Ability to cut multiple checks for the same vendor.



UNM Hospitals RFP 148-09                  Page 87 of 127                          ERP Solutions
                                     Financial Management
                                       Accounts Payable
                                    FUNCTION                                               RESPONSE
Checks print with system generated remittance advice which specifies the
invoices, credit memos, and other deductions associated with the payment.
Ability to trigger an electronic comment (at vendor/invoice level) to print with
the check.
Ability to produce a zero value check (e.g. legal may issue a $0 check as part
of a settlement).
Automatically take the early pay discount whether or not it qualifies.
Ability to short pay an invoice.
Ability to print laser checks with MICR ink using Sungard Payformance
encrypted check printing.
Ability to control the sorting of printed checks by organization and user
selection.
The system must allow for easy processing of check voids and reissues.
The system allows for edits/controls against voiding cleared checks.
The system must allow for the ability to void checks and mark an invoice as
'unpaid' so that it can be repaid if appropriate.
The system allows to void a payment and to cancel an invoice that is not going
to be paid with an annotation to explain why it was cancelled.

Analysis
Ability to inquire on:
         a. Vendors and sub-groups of vendors.
         b. Invoices.
         c. Payments.
         d. Distributions.
Ability to drill from an invoice to:
         a. Purchase Order.
         b. PO Line Detail.
         c. Receiving Information.
         d. Requisition detail.
         e. Expense distributions.
         f. Payment Schedule and status.
         g. Scanned copy of the vendor invoice.
Ability to provide secured Web based access to A/P system for inquiries by
vendors.
Ability to inquire on groups of vendors (i.e. all vendors that a similar product
was purchased from).

Reporting
Standard reporting of all vendor activity across entire organization:
       AP distribution report, with selection criteria for date range, division,
        or vendor(s).



UNM Hospitals RFP 148-09                   Page 88 of 127                           ERP Solutions
                                     Financial Management
                                       Accounts Payable
                                    FUNCTION                                              RESPONSE
        Description of standard reports available and potential for
         modification as needed in an Appendix entry.
Vendor list identifying payment terms for each vendor.
Vendor analysis reports that provide financial and statistical information (i.e.
invoices per vendor and average payment time frames) for a selected vendor,
vendor groups or vendors “owned” by a conglomerate.
Period end open invoices.
Detail expense.
Check register by date.
Outstanding checks.
Ability to produce statistical reports by user and accounts payable function.
Ability to generate periodic cash disbursement reports for administration by
date range.
Ability to drill to invoice images from department responsibility report (actual
versus budget report for departments).
Standard Reports for:
         a. Open Payables.
         b. Cash Forecasting.
         c. Vendor Payment.
         d. 1099 Reportable Income.
Ability to produce an AP aging report.
Ability to produce a projected cash requirements report.
Ability to produce a credit balance vendor listing.
Visibility to total purchases for any previous fiscal year.
Offers an accrual reconciliation report to reconcile AP balance to the GL
balance.
Ability to easily export any AP report to excel.
Ability to view any AP report online without printing.
Ability for department managers to access self service to view invoices
charged to their area based on parameters (dates, amounts, department code,
etc) that they enter.
Ability for users to create ad-hoc reports based on their security without IT
assistance based on selected criteria and date ranges. Describe any system
limitations in the Appendix.




UNM Hospitals RFP 148-09                  Page 89 of 127                           ERP Solutions
                                    Financial Management
                                     Accounts Receivable

Financial Management – Accounts Receivable
                                   FUNCTION                                              RESPONSE
Ability to create invoices for misc. receivables that are not patient related.
Ability to enter invoices on an ad-hoc basis.
Have a standard list of items available for selection during invoice entry.
Ability to enter invoices on a recurring basis for the same amount every
month.
Ability to enter invoices on a recurring basis with changing amounts every
month.
Automatic posting of all journal entries.
Ability to copy invoices.
Ability to have different areas in the organization:
         a. Responsible for entering and printing their own misc. invoicing.
         b. Print invoices that have a different look, such as separate logo.
Automatically post related journal entries.
Ability to run receivable aging by location.
Run receivable aging across entire organization including multiple entities to
see entire outstanding receivables.
Track customer contract information
Enter notes on customers.
Enter payments for invoices.
Ability to have cashiers enter cash for miscellaneous items and then have
accounting review and determine if it should be posted to invoices or to a GL
account.
Ability to enter miscellaneous cash that is not Accounts Receivable related
such as rebates and code the payment to a GL account.
Ability to see all of a customer's history on-line.
Ability to run history reports for invoices and payments.
Ability to automatically write-off short payments of less then a designated
amount.
Ability to print customer statements.
System alerts user if invoice has been outstanding for longer then a designated
period of time.




UNM Hospitals RFP 148-09                  Page 90 of 127                          ERP Solutions
                                    Financial Management
                                        Fixed Assets

Financial Management – Fixed Assets
                                   FUNCTION                                              RESPONSE
Is the software SAS-70 compliant and certified?

Asset Additions
Ability to track assets & group them for reporting by:
         a. Type of Asset
         b. Physical Location
         c. Accounting Location
         d. User Defined Fields
Ability to attach image of asset & scanned documents to asset.
Ability to input asset tag number at receiving, in the receiving screens and
have it flow through to the asset setup information.
Ability to default asset setup information during asset addition to reduce
keying.
Ability to create assets directly from procurement process without having to
rekey into Asset Accounting module.
AP fixed asset addition triggers a workflow for another department to
complete the fixed asset entry with asset master data and depreciation setup.
Supports fixed assets to AP reconciliation.
Ability to combine all costs for CIP over time and create appropriate assets.
Ability to track non-depreciable and personal use assets.
Ability to define business use percent and depreciation limits for personal use
assets.
Accommodate categories of asset accounts (i.e.: IT, facilities, etc.)
Identification of assets by serial number.
System maintains asset master data for example:
       Identification number.
       Description.
       Short Description.
       Location.
       Type.
       Group.
       Cost.
       Date Acquired.
       Transfer Date(s).
       Depreciation Method.
       Serial Number.
       Model Number.
       Asset Life.




UNM Hospitals RFP 148-09                  Page 91 of 127                          ERP Solutions
                                    Financial Management
                                        Fixed Assets
                                   FUNCTION                                               RESPONSE
     Warranty.
     Supplier.
     Disposal Date.
     Residual Value.
     Insurance Value.
     Replacement value.
     Salvage value.
Meets all government requirements for asset tracking and depreciation
accounting.
System reports on different bases for tax and financial reporting purposes.
Maintains multiple books for an individual asset.
Ability to handle an asset with multiple detachable components, which require
individual asset tags.
Ability to track comments (diary) by asset.
Assets can be easily tracked by cost center.
Physical locations and accounting locations can be tracked separately.
Conversion from existing system:
         a. Standard function for loading assets from existing system.
         b. Load assets by books at one time for all books.
         c. Report on all converted assets immediately after conversion for
             depreciation to date and net book value for all books.
         d. Ability to recalculate depreciation and make adjustments if old
             system was not accurate.
Ability to bar code assets and use hand held scanners.
System maintains a fixed asset physical inventory.
Ability to bar-code (tag assets) in receiving and automatically track in the
fixed asset system.

Asset Processing
Ability to change estimated life and spread remaining book value over that
term.
Allows you to change the value of an asset after it’s been depreciated.
Ability to change asset description with audit trail of all changes.
Ability to suspend depreciation of an asset that is being held for sale. Ability
to restart depreciation where it left off if needed.
Track date & time stamp as well as user id for all asset additions, adjustments,
transfers, & disposals.
Automatic journal entry posting to the General Ledger once reviewed and
approved. These entries include additions to the asset accounts, depreciation
expense and asset disposal.
Ready availability of and validation against the General Ledger chart of
accounts during asset addition and processing.




UNM Hospitals RFP 148-09                  Page 92 of 127                           ERP Solutions
                                     Financial Management
                                         Fixed Assets
                                    FUNCTION                                               RESPONSE
Ability to define disposal categories to group disposals for reporting for tax
purposes
Ability to dispose of asset or partially dispose of asset (such as 1 component
of an asset).
Ability to dispose of assets in groups / mass select assets for disposal.
Disposal accounting entries are created automatically.
Disposed assets are retained in system for audit purposes.
Ability to reinstate asset that was disposed of, and have it pick up depreciation
where it left off.
Tracks asset retirements including related tax credits and gain/loss on
retirement.
Ability to enter proceeds if asset is sold.
Ability to enter cost of disposal.
Ability to transfer an asset an unlimited number of times with audit trail of all
history with user id.
Ability to transfer assets in groups / mass select for transfer.
Journal entry created automatically from asset transfer and posted to General
Ledger.
Supports asset transfers between locations and entities.
Transfer an asset from one entity to another creates a journal entry with auto-
generation of due-to, due-from.
Transfer multiple assets between entities and automatically create associated
journal entries with auto-generation of due-to, due-from.
Ability to capture and track repair and maintenance charges against an asset.

Depreciation
Ability to track multiple books with different depreciation methods for each
asset.
Supports all standard depreciation methods.
Allows user defined depreciation methods.
Ability to split depreciation for an asset to multiple cost centers based on a
percentage
Ability to view depreciation calculation throughout the month.
Ability to process depreciation for all books in the same job run.
Projected Depreciation report to calculate next year’s depreciation for budget
purposes.
Enter “to be purchased” assets to be included in projected depreciation.
Calculate “what if” depreciation for various methods.


Analysis and Reporting
Ability to drill from asset back to original invoice(s), purchase order(s) and
requisition(s).
Book comparison report for tax forms.



UNM Hospitals RFP 148-09                   Page 93 of 127                           ERP Solutions
                                     Financial Management
                                         Fixed Assets
                                    FUNCTION                                             RESPONSE
Current year depreciation report.
History depreciation report.
Ability for users to create ad-hoc reports based on their security without IT
assistance.
Managers get a report of all assets assigned to their area.
Report on history of asset transfers including all “before and after” locations
for life of asset.
View net book value for all assets online.
Net Book Value report as a standard report.
Produce assets sold report.




UNM Hospitals RFP 148-09                   Page 94 of 127                         ERP Solutions
                                Financial Management
                                   Cost Accounting

Financial Management – Cost Accounting
                               FUNCTION                       RESPONSE
Cost Accounting General Features and Functionality.
    Tracks cost data.
    Cost Allocations.
    Cost Allocation processing.
    Cost Management.




UNM Hospitals RFP 148-09             Page 95 of 127    ERP Solutions
                                    Financial Management
                                      Cash Management

Financial Management – Cash Management
                                   FUNCTION                                               RESPONSE
Current cash balance (on-hand) reporting.
Projects cash resources from accounts receivable, patient revenues and
miscellaneous cash projects.
Forecasts cash utilization from purchasing, accounts payable, payroll and
miscellaneous cash commitments.
Reports on committed funds against cash reserves or cash availability.
Updates and maintains a pay date schedule.
Track multiple cash accounts per entity.
Ability to enter cash transfers between accounts and have associated journal
entries created automatically.
Ability to download from bank/interface cash transfer transactions and have
associated journal entries created automatically.
System provides the ability for automated bank reconciliation of operating
accounts; with bank tape file matched against the check file and generate
appropriate reports: cleared checks, outstanding checks, etc.
Ability to enter bank charges or fees.
Ability to download from bank/interface bank charges or fees and have journal
entries created automatically.
Electronic check reconciliation with the bank.
Ability to manually reconcile checks in the system when necessary.
Track bank accounts in non-base currencies.
Positive Pay: Provides an electronic “feed” to the bank that captures all of the
checks issued, voided, and stopped along with the original check issue date.
Ability to enter misc cash deposits to bank accounts and have associated
journal entries created automatically.
Ability to support both escheatment and payment "stale dating".
Automatically void/cancel stale checks based upon their issue date and
automatically make associated journal entries.
     Exception reporting or warning system for audit purposes.
     Report generation for issues that need to be cancelled within positive
         pay.
     Option to automatically reclass to stale checks account, pending
         escheatment process.
Ability to view cash position at any time.
Ability to see each bank account's balance, what is outstanding, and what is
reconciled.
Ability to create AD HOC reporting for payment or deposit activity




UNM Hospitals RFP 148-09                  Page 96 of 127                           ERP Solutions
                                     Financial Management
                                           Budgeting

Financial Management – Budgeting
                                    FUNCTION                                              RESPONSE
Budgeting General Features and Functionality.
    Budget Controls.
    Budget Accounting.
    Budget Development.
    Budget Monitoring.
    FTE Utilization.
    Budget Allocations.
    Budget on fiscal or calendar year.

Storing Budget/Forecast Information
Support multiple budget versions per period / year.
Ability to capture multiple plans/budgets per account (i.e. initial budget, mid-
year adjusted budget, etc.).
Budget amounts, units or both.
Supports budgets for statistical accounts.
The Budgeting/Forecasting module should allow for long range forecasting
and ‘what if’ modeling where the hypothetical forecast can be eventually
accepted as the final forecast data.
The system supports the capture and reporting of plans, budgets, and forecasts
within the general ledger system.
Ability to produce a consolidated corporate budget.
The system shall have the ability to capture the same level of detail for the
budget structure as for the G/L structure.
Ability to calculate a flexed budget.
Ability to track productivity by department bi-weekly (the system is able to
calculate the budgeted standards and compare to the actual results).
The system shall allow for multiple budget revisions and maintain history of
the revisions.
The system shall allow for projections (Multi-year budgets).
The system shall provide for capital budgeting for multiple years.
Ability to produce a budgeted cash flow statement and forecast.
Expense and Revenue budgets reside in same area, not in separate modules.
Ability to set productivity targets for departments.


Budget Administration
Copy budgets to subsequent years.
Mass update budget with user defined calculations.
Upload budget information from non-integrated databases.
Convert historical budgets from non-integrated budgeting systems.



UNM Hospitals RFP 148-09                  Page 97 of 127                           ERP Solutions
                                     Financial Management
                                           Budgeting
                                    FUNCTION                                               RESPONSE
Budgets can be exported-to and imported-from multiple Excel spreadsheets
&/or an Access database using established data validation routines as if the
budget was entered online.
Ability to import information (i.e., statistics) from other systems for budgeting
purposes.
Budget Allocation by:
         a. Percents.
         b. ‘Fixed Factor’ (i.e. Square Feet’).
         c. User defined calculation.
Ability to include projected depreciation for next year, integration with asset
management.
Ability to calculate budget values such as supplies cost from business drivers.
Ability to setup global factors/inflation factors to be used in budget
calculations.
Ability to setup user defined calculations.
Assign merit increases by employee job type. E.g. Nursing gets designated a
percent on specific date.
Assign merit increases based on anniversary date.
Ability to create a flex budget based on business drivers.
Excel integration for importing or exporting configuration data.
Ability to create a budget based on prior year plan or actual, plus inflation.
Ability to apportion an annual budget amount to the accounting periods.
Ability for budget administrator to see which portions of the budget have been
submitted and approved, which are waiting approval, and which are still
outstanding.
Integration with HR system to bring in employee level data.

Security
Ability to lock users out and ‘freeze’ the budget.
Lock budgets to prevent changes.
Some users have 'read-only' access.
Give access to user on the fly during working hours while other users are in
system.
User based security - each user is individually assigned access to application.
Works with single sign-on.


Manager Involvement
Web-access for managers.
Department manager can copy, paste, and move data around.
Ability to have department managers update their forecast on a real-time basis.
Ability to setup input schedules for department managers to use.




UNM Hospitals RFP 148-09                   Page 98 of 127                           ERP Solutions
                                     Financial Management
                                           Budgeting
                                    FUNCTION                                            RESPONSE
View historical budget and actual data while creating current plan.
Ability for department managers to do headcount planning on line.
Calculate labor costs on business drivers rather then employee counts for
some departments.
Ability to view each employee in a department, number and types of
employees and FTE count or both.
Assign merit increases to individuals.
Automatically calculate benefits and payroll taxes.
Assign employees to be shared with other departments where salary and
benefits are automatically shared.
Assign employees to be shared with other departments where only salary and
not benefits are shared.
Ability for department managers to enter their own ‘below the line’
assumptions that do not effect other users.
Add comments on main and sub-schedules.
Workflow for budget approvals with e-mail alerts.
Ability to resubmit budget back to manager or staff member for adjustment or
changes.
Dynamic roll-up of consolidated totals after manager submits budget.


Budget Adjustments
Budget journal entry to move dollars from one department or another or one
account to another while ensuring that the total amount of the budget remains
the same.
Ability to make plan revisions throughout the year.


Reporting
Produce projection reports combining actual and budget amounts units or
both.
Ability to support multiple roll-up hierarchies for reporting.
Reports automatically updated with the latest numbers.
Managers can see report of Board approved Budget vs. Actual and Flex
Budget vs. Actual.
Users can review budget report online.
Ability to rollup and aggregate individual cost center, business unit, entity,
and entire organization.
Able to print budgets individually or collectively.




UNM Hospitals RFP 148-09                   Page 99 of 127                        ERP Solutions
                                     Financial Management
                                       Project Accounting

Financial Management – Project Accounting
                                   FUNCTION                                              RESPONSE
Project Accounting General Features and Functionality.
    Project and Cost Accounting.
    Project and Cost Coding Structure.
    Project Creation and Completion.
    Project Budget Monitoring.
    Cost Coding Structure.
    Project Maintenance.
    Transaction Processing.
    Line Item Data Capture.
    Project Reporting.

Project Setup
Ability to track many types of projects including: IT projects, process
improvements, marketing initiatives, capital projects, etc.
Ability to restrict users to the appropriate project type (IT users only see IT
project data).
User definable project structures.
User definable posting categories for tracking different expense types.
Group projects for reporting, processing and budgeting.
Integration with subsystems (GL, AP, Payroll) for cost capture and posting as
project expense including amounts and units.
Restrict resources (i.e. vendors, employees) that can be charged to a project.
Ability to define a project and capture various descriptions and project
attributes.
Ability to create/define a project by copying a template or similar project.
Supports multiple phase projects.
Ability to break down project costs by sub-project and category.
Support for multiple-year projects.
Ability to add comments to project.
Ability to attached documents to project such as work request, sub contractor
information, etc.
Supports the capture of a budget of project expenditures by periods.
Supports the capture of a budget of project expenditures by fiscal year.
Supports the capture of a budget of project expenditures by life of project.
Ability to process change orders to budget with approval work flow.
Audit trail of all changes to budget.
Audit trail of all changes to project.
Automated approval process flow for project initiation and changes.




UNM Hospitals RFP 148-09                  Page 100 of 127                         ERP Solutions
                                     Financial Management
                                       Project Accounting
                                    FUNCTION                                              RESPONSE


Processing
Integration to Fixed Assets for asset creation and asset improvement tracking
and capitalization at the project and category levels.
Detail is retained when projects are closed into fixed assets.
Ability to capture trailing costs and associate with asset that has already been
created without having to manually key to fixed asset module.
Calculate bond interest and apply to capital project and make associated
journal entry automatically.
Allocate overhead expenses to project.
        Calculate allocation of expenses based on:
                 a. Fixed percent.
                 b. Weighted Average.
                 c. Dynamic based on balances in system, such as labor for
                     this project versus labor for all projects.
When allocation is processed, make corresponding journal entry to move
amounts to CIP account automatically.
Track commitments / encumbrances to projects automatically for open
requisitions, purchase orders, invoices, etc.
Ability to manually enter committed costs for future known costs.
Restrict transaction entry in subsystems when budget is exceeded (including
commitments/encumbrances).
Ability to capture labor costs to a project or sub-project.
Ability to capture intercompany invoices in accumulating project costs.
Enter adjustments to project that updates both General Ledger and Project
simultaneously.

Analysis & Reporting
Ability to inquire and drill-down to:
         a. Balances within a project.
         b. Sub-systems for greater level of detail (timecard or P.O.)
Tracks paid and committed amounts against the capital budget.
Ability to view YTD or inception to date compared to the budget.
Reporting capabilities to include:
         a. Actual and committed amounts compared to budget with
             remaining to spend.
         b. By vendor (to be used for contract disputes).
         c. % completion.
         d. Labor component vs. other expenses.




UNM Hospitals RFP 148-09                  Page 101 of 127                          ERP Solutions
                                     Financial Management
                                      Financial Reporting

Financial Management – Financial Reporting
                                    FUNCTION                                              RESPONSE
Financial Reporting General Features and Functionality.
    Real Time Reporting.
    Secure Access Controls.
    Ad –Hoc Reporting.
    Income Statements on multiple entities for multiple fiscal years.
    General Ledger Reporting on multiple entities for multiple fiscal
       years.
    Expense Reporting on multiple entities for multiple fiscal years.
    Balance Sheet Reporting on multiple entities for multiple fiscal years.

Report Writing
The system offers an integrated financial report writer for developing financial
statements and custom reports.
Offers report writer designed for a non-programmer.
Ability to add new reporting "attributes" on entity structures and easily add
new reporting attributes to a report.
Ability for users to create ad-hoc reports based on their security without IT
assistance.
Ability for users to export data from system to Excel without IT assistance.
Graphical reports indicating areas of concern and defined Key Performance
Indicators (KPI’s).

Reporting Security
Reporting leverages application security profiles.
Ability to impose additional permissions/security around reports and data
analysis.
With proper security authorization, ability to export any query or report to a
spreadsheet, text, or Adobe PDF.
Ability to restrict users to certain entities for reporting and analysis.
Ability to restrict users by data element when reporting (for example, no
access to 'salary').
Schedule reports to run at any time.
Ability to include reports from other systems in reporting repository and
assign security to these.

Report Distribution
Ability to distribute reports via web portal, e-mail, or print reports to paper.
Ability to publish reports to a dashboard accessible over the internet/intranet.
Auto distribution of completed report to user defined recipients.




UNM Hospitals RFP 148-09                  Page 102 of 127                          ERP Solutions
                                     Financial Management
                                      Financial Reporting
                                    FUNCTION                                               RESPONSE
Automatic electronic separation of departmental responsibility reports and
other reports.
Alerts based on pre-defined preferences, tolerances or calculated results.
Results available via email, Internet, PDA's, wireless devices.
Role based dash boards for various users including executives, department
managers, area supervisors, unit managers, and system users.
Ability to view financial reports during close process, if adjustments are made,
ability to see these immediately without having to update a separate data area.

Drill Down.
Optional summary level and/or detail level reporting.
Summary-level inquiries and reports support multiple levels of drill-down to
the detail behind the reported amounts.
Drill-down (and drill-across) can reach into any integrated sub-system (e.g.
Payroll Expense drills-down to the batch and then into payroll detail by
location and then by department, etc.).
Drill-down (and drill-across) is delivered and dynamic (does not need to be
programmed during implementation and automatically updates based on data
relationships).
Drill Around on web accessed reports to source transactions and summarized
balances.
Drill to detail on data fields in screens.
Drill to detail on data fields in reports.
Drill Around on data from Reports or Inquiries to detail including source
transactions, any attached comments or files.
Drill-down to the next level of detail within and across modules.


Flexible financial report definition.
User defined titles and column headings.
Dynamic report definition automatically includes new/redefined accounts.
Supports conditional formatting (e.g. variance >10% is changed to bold,
yellow text).
Financial reports support user defined (i.e. report designer dictates) totals and
subtotals.
Ability to add report rows and columns to display calculated values.
User defined rounding for financial statement presentation.
User defined select, sort, and comparison options (e.g. budget vs. actual, prior
period/prior year, same store comparisons).
Ability to produce financial reports based on user defined accounting periods,
rolling trends, quarters, years.
Variances can be presented as better or worse (i.e. sometimes a negative
variance is good and other times it's bad, even within a single report - so
better/worse indication eliminates this confusion).
Ability to produce a 12-month rolling financial statement.



UNM Hospitals RFP 148-09                   Page 103 of 127                          ERP Solutions
                                    Financial Management
                                     Financial Reporting
                                   FUNCTION                                           RESPONSE
Pro forma financial statements (e.g. mid-period statements as if sub-ledgers
were rolled and posted).
Cross-application reporting.
The system provides the ability to generate reports based on any data within
the application including cross-module data.
The system provides the ability to generate reports based on multiple
combined data sources including external applications.

Accessible data dictionary.
Logical and English-like file and field names.
Complete data dictionary documentation.
File/field where used lookup (where used lookup returns the file and field
names and related program cross-reference information).

Advanced financial modeling and analysis tools.
Ability to extract, manipulate, and present data.
Ability to produce charts and graphs based on financial reports and data.
Excel query capability throughout the system with security rules enforced.
OLAP reporting with multidimensional databases.

Business Intelligence – KPI’s
       Accounts Receivable Turnover
       Acid Test Ratio
       Asset Coverage
       Current Ratio
       Debt to Equity
       Equity to Total Liabilities
       Fixed Assets to Long Term Debt
       Fixed Assets Turnover
       Net Income to Equity
       Operating Leverage
       Total Debt to Total Assets
       Gross Profit Margin
       Net Income
       Return on Equity
       Return on Total Assets
       Capital Employed
       Capital Structure
       Cash Turnover
       Equity to Non-Current Assets




UNM Hospitals RFP 148-09                 Page 104 of 127                       ERP Solutions
                                   Financial Management
                                    Financial Reporting
                                 FUNCTION                        RESPONSE
      Fixed Assets to Total Assets
      Inventory to Working Capital
      Retained Earnings to Equity
      Working Capital
      Working Capital to Current Assets
      Working Capital to Current Liabilities
      Working Capital to Long-Term Debt
      Working Capital to Sales




UNM Hospitals RFP 148-09               Page 105 of 127    ERP Solutions
                                     Inventory Management


Inventory Management - General
                                    FUNCTION                                              RESPONSE
Does the software comply with GS1 Healthcare US standards?
       GTIN Product Identification?
       GLN Location Identification?
       GDSN Data Attribute Accuracy?
Includes: Inventory tracking; Location and lot control; Par levels; Forecasting.
Maintains item number history usage, both planned and unplanned.
Provides purging of item number history based on specific data criteria.
Provides inquiry and reporting ability on inventory transactions by item
number, location and transaction type.
Provides item number reporting based on transactions since last cycle count.
Provides item number transaction summary reporting based on from and to
dates.
Provides inquiry and reporting ability based on inventory item number status.
Provides inquiry and reporting on slow moving, obsolete and expired date
items.
Provides for multiple facilities, warehouses, stockrooms and inventory
locations.
Flexible assignment of inventory processing by product and item number.
Provides for classification of items based on order activity, historic usage,
historic cost, projected usage, projected cost and others.
Provides for product line tracking information on the inventory master file.
Provides for item number information on the inventory master file.
Provides for item description information on the inventory master file.
Provides for manufactures name and “common name” on the inventory master
file.
Provides for unit of measure on the inventory master file.
Provides for equivalencies and “may substitute for” on the inventory master
file.
Ability to bar code items and use hand held scanners.

Inventory Management
Maintain perpetual inventory (automatically update on-hand and on-order
quantities).
Ability to manage multiple stock locations.
Ability to track and process backorders.
Ability to support Just-In-Time (JIT) supply management.
Ability to issue stock items from stock location to requesting department.
Manage par stock location supply quantities and par lists.
Ability to receive in one quantity (e.g., bulk - case of 100 syringes) and issue
in another quantity (e.g., each –single syringe).



UNM Hospitals RFP 148-09                   Page 106 of 127                         ERP Solutions
                                   Inventory Management
                                  FUNCTION                                             RESPONSE
Ability to generate pick-lists sorted by storage location.
Maintain item usage information by stock location.
Allow Physical inventory counts by hand held data acquisition device or paper
count sheets (by location, bin or shelf).
Allow Physical inventory counts (hand held or paper sheets) by group.
Issue Stock capability.
Receive Stock - Complete capability.
Receive Stock - Partial capability.
Adjust Stock capability.
PAR Location Maintenance capability.
PAR Restock capability.
Ability to print pertinent receiving documents.
Ability to perform an Inventory Adjustment on line and real time.
Ability to support Fill / Kill process.
Provide capability to utilize automated dispensing systems such as Pyxis and
convert the usage information directly into refill orders.
Ability to generate Open Requisitions Report by user, and printable at user
requisitioning location.
Ability to manage surplus and obsolete inventory.
Ability to convert PO unit price to inventory unit price.
Cycle Counts capability.
Add / Change / Delete Bins capability.
Add / Change / Delete Shelves capability.
Pick List capability.
Shipping List capability.
Provide Consignment Item Receipt.
Provide Consignment Item Inventory.
Ability to support Patient Chargeable items.
Ability to support collection of Patient Charges with Handheld.
Ability to cross reference item number with patient charge codes.
Period Close capability.
Year End Close capability.
PAR Management.
System supports hand-held data devices for par inventory management and
physical inventory.
List of supplies and par quantities are maintained for all exchange carts and
par inventory areas.
Par inventory sheets can be printed and used as inventory sheets.
Quantity remaining on shelf is entered into system, and system compares with
stored par to calculate quantity to replace.
Inventory process can be automated using hand held data devices.




UNM Hospitals RFP 148-09                Page 107 of 127                         ERP Solutions
                                   Inventory Management
                                  FUNCTION                                              RESPONSE
Items are loaded onto hand held data devices in the order they are counted.
Completed inventory data can be transmitted from the par inventory location
to the stock inventory location for faster processing.
System maintains usage information by line item and par inventory area and
can recommend adjusted par levels.
Management reports are generated for evaluating usage volumes to determine
optimum par quantities.
PAR Location Maintenance capability.
PAR Restock capability.
Provide capability to utilize automated dispensing systems such as Pyxis and
convert the usage information directly into refill orders.

The following reports, forms or lists are generated:
      Par Inventory Usage.
      Item Cross Reference List.
      Cart/Par Value Summary.
      PAR/Cart Pick List (prints a paper copy of all items to be placed on an
       exchange cart).
      PAR/Cart Usage report (shows item usage by inventory center for
       specified period)
      PAR/Cart Valuation Report (shows all items on a cart and the dollar
       amount of those items).
      Lost Charges Recovery Report (lists charges by department).

Patient chargeable item reports are available:
      Patient Charge/Point of Use.
      Enter Patient charges (allows the user to enter item charges as written
       on patient charge cards).
      Patient Charge Labels (printed for each patient chargeable item on a
       cart).
      Patient charge price change.
      Lost charges by date.
      Recovered charges by date
      Patient charges entered and cross referenced to storeroom number.
      System allows entry of patient charges through handheld device or
       online screen interfaces to patient accounting system.




UNM Hospitals RFP 148-09                Page 108 of 127                          ERP Solutions
                                    Materials Management


Materials Management - General
                                   FUNCTION                                               RESPONSE
GENERAL MATERIALS
Is the software SAS-70 compliant and certified?
Single-source databases across modules for all key files – vendor, general
ledger chart of accounts, item master, etc.
List the primary modules available with the Materials Application Suite.
Multi-company accounting integrated throughout all system modules.
Do any of the modules contain hospital specific features? If yes please identify
within the Appendix.
System supports the following accepted accounting practices (GAAP) for
inventory valuation and expense reporting:
      LIFO.
      FIFO.
      Average Costing.
      Standard Costing.
System offers web enabled vendor information center.
System offers web enabled internal procurement center.
System supports Universal Product Numbering for items.
System has a centralized Item File that records and maintains information on
all items the organization purchases.
System supports records within the main Item File so that global (purchasing
and receipts) information as well as location-specific (order/issue units or
measure, re-order theory, etc.) information can be tracked with a single item
number.
Item File allows the same item to be handled as an inventory item in one
location and non-inventory item in another location.
Item Number of at least 10 characters.
Primary Description (with space for at least 32 alpha-numeric characters).
Secondary or Generic Description (for "nursing specifications" - can be
printed on requisitions/labels).
Cross-reference "look-up" capability by primary or generic description.
At least 10 Order and Issue Units of Measure for support of sub-packaging.
Product Specific Category Code (to be determined by client).
Account Category Code (for natural class/budgeting and General Ledger
support).
Primary Vendor Code of at least 9 characters.
Primary Vendor Catalog Number of at least 15 characters.
Primary Vendor Cost extended to a minimum of 3 decimal places.
Multiple per Order Unit of Measure.
Per Issue Unit of Measure.
Unlimited # of Alternate Vendor Codes.




UNM Hospitals RFP 148-09                  Page 109 of 127                          ERP Solutions
                                    Materials Management
                                   FUNCTION                                              RESPONSE
Unlimited # of Alternate Vendor Catalog #’s.
Dedicated field to store Manufacturer identification Code.
Dedicated field to store Manufacturer Catalog Number.
Costing Information includes: Average Cost, Last Cost and Last Issued Cost.
Audit file records old/new values for all changes to item master.
Receipts Information Tracking.
     Calculate on Order Days.
     Times Ordered.
     Minimum Order Quantity.
Ability to define approvals based on dollar, location, item type, etc and fully
integrated with workflow capabilities.
Ability to drill down to Contract details from item number fields.
Consignment flag within Item Master (Y/N).
Date Item Added to Item Master file.
         Who Added the Item?
Date Item Changed.
         Who Changed the Item?
System supports a Vendor/Manufacturer File with the following
Requirements:
     Ability to flag record as either a Purchase from Vendor or a Remit to
         Vendor (or both).
     Name, Address, City fields of at least 30 characters with discreet State
         and Zip Code fields.
     Vendor Number auto-assigned.
     Discreet field for storing Vendor minority status / supplier diversity
         code which is capable of being used for reports.
     Vendor Location specific Name/Phone Number.
     Vendor Location specific terms.
     Service Rep/Phone Number.
     EDI Phone Number.
     Service Rep. Fax Number.
     Purchase Order FAX Number.
     Date of Last Purchase Order.
     Total Purchase Orders Placed.
     Total Dollars Placed:
             o By product
             o By buyer
             o Total Lines Received.
             o Total Lines Received Complete.
             o Dollars per Order.
             o Minimum.



UNM Hospitals RFP 148-09                 Page 110 of 127                          ERP Solutions
                                     Materials Management
                                    FUNCTION                                             RESPONSE
            o    Maximum.
            o    Average.
        Purchase Order Freight Terms.
        Multiple Payment Terms.
        Multiple Sales Tax Percentage.
        Discount Percentage.
        Ability to inquire or report on discounts taken and discounts lost.
        System supports a Contract File with the following specifications:
             o Support multiple PO types including Blanket, Skeleton,
                  Standing, Service and Contracts.
             o Contract Code.
             o Vendor Code.
             o Contract Name.
             o Ability to attach documents to contracts.
             o Start Date.
             o Expiration Date.
             o Review Date and ability to report on when the contract should
                  be review before expiration.
System supports multiple electronic communication methods--Efax, EDI and
internet.
System provides access directly to Item file or Vendor file from Contract
module.
Display Purchase Orders (w/Order Number, Date, Order/Open Quantity,
Recieve Date).
Display Department Orders (w/Requisition. Number, Date, Order/Open
Quantity, Department).
Display Total Inventory (with location, on-hand quantity, unit of measure).
Display Vendor Transaction Activity.
       Shipments/Receipts.
       P.O.’s.
       Item History/Frequency.

REQUISITIONS
Ability to create custom department requisitions for stock and non-stock
items.
Ability to support department on-line requisitioning from workstation
connected to a LAN, Intranet, or Internet.
Ability to use hand held scanners.
Ability to place manual requisition.
Ability to create requisition templates for organization, location, or specific
individual usage.
Allow requisition templates for different users without copying to that user
profile (centrally located).



UNM Hospitals RFP 148-09                   Page 111 of 127                        ERP Solutions
                                     Materials Management
                                    FUNCTION                                               RESPONSE
Ability to generate Open Requisitions Report by user, and printable at user
location (requisitioning location).
Ability to route orders to appropriate vendor/order location (e.g., stocked, non-
stocked).
Ability to interface surgical suite management software to replenish OR-
managed product.
Period close capability.
Year End Close capability.
Provide synonym fields for searching. Provides for partial searches.
Allow receipt correction.
Allow requester to receive product.
Allow one item master above multiple companies, i.e. for entire organization.
Allow one vendor master above multiple companies.
Allow one vendor multiple locations purchase from and remit to.
Allow one PO with multiple receiving locations.
Ability to requisition non item file items.
Ability to requisition by Manufacturer / Manufacturer Part Number or Vendor
/ Vendor Part Number or defined Item Number
Requestor able to select authorized Project Numbers for individual requisition
items.
Integration with budget triggers warning / work flow event when requisition
exceeds available budget.
Requestor able to distribute costs to multiple cost centers across multiple
entities.

STRATEGIC SOURCING
Does the system support Request for Quote activities, Request for Proposal,
supports bid analysis, bid award and bid tracking?
Does the system support a supplier portal for registration, account
management and bid responses?
Does the system support automatic notification of open/closed events for
registered suppliers?
Does the system support electronic bid response?
Does the system support side by side comparison of bid responses?
Does the system support the ability to split bid award across multiple
suppliers?
Does the system automatically create award output to purchase order,
agreement, blanket agreement or standing order?
Does the system automatically create new vendor from awarded supplier?
Does the system generate reports? In what format?


CONTRACT MANAGEMENT
Does the system allow viewing of the complete contract file including any
attachments via the web?



UNM Hospitals RFP 148-09                  Page 112 of 127                           ERP Solutions
                                     Materials Management
                                    FUNCTION                                                RESPONSE
Can individual documents be attached to an individual contract file? Articles?
Terms and Conditions? Attachments?
Can the contract be categorized based on type? (i.e.: service, software license,
pricing, HIPAA, etc.).
Can a subtype be associated with the contract type? (i.e.: clinical, non-clinical,
etc.).
Does the system track expiration dates?
Does the system report on expiration dates?
Does the system report on expiration dates via electronic notification?
Does the system track milestones?
Are there limits to the number of milestones that can be tracked?
Does the system generate automatic reminder email messages based on
milestone dates?
Does the system provide contract creation workflows?
Does the system support a library of contract clauses and/or templates for use
in contract creation?
Does the system support a library of contract questions that can be used during
the creation of a contract?
Does the system support amendments to a contract?
          Until when?
Does the system support addendums to a contract?
          Until when?
Can the system automatically create contracts based on a template library?
Does the system provide contract review and approval workflows?
Does the system provide integration with the ERP systems?
Does the system allow for contracts to be linked to other related contracts?
(i.e.: parent/child organizational relationships)
Does the system allow for both distributor and manufacturer contracts?
          Is there a clear association between the two?
Does the system support the entry of tiers pricing?
Does the system support rebates?
          Are the rebates tied to an AP system?
Can the system flag contracts as active, inactive or other status types?
How are appropriate users notified when the contract moves from one status to
another?
Does the system support payment hold backs (define a percentage to hold back
on contract payments and automatically deduct that percent during the AP
payment process)?
Does the system support a full auditing of all changes made to a contract?
          Can the audit be viewed on the screen?
Does the system generate reports?
          In what format?




UNM Hospitals RFP 148-09                   Page 113 of 127                           ERP Solutions
                                 Materials Management
                                FUNCTION                          RESPONSE
       Please identify all available standard reports.
       Can the reports be downloaded to Microsoft Excel?




UNM Hospitals RFP 148-09              Page 114 of 127      ERP Solutions
                                   Purchasing Management


Purchasing Management - General
                                   FUNCTION                                              RESPONSE
Purchasing Management General Features and Functionality.
       Supplier profiles
       Supplier ratings.
       Purchase requisition tracking.
       Quotations.
       Purchase Orders.
       Pricing by Contract and date.
       Vendor Contracts and Agreements.
       Contract types (Federal, State, County)
       System integrates Requisition and PO activity with Fixed Assets
        component.
       System integrates with Project Tracking component.

PURCHASING
Does the system include purchase orders, including electronic order
submission?
Direct Internet order-entry from a vendor web site, with transaction data
recorded in the system?
Ability to create combination purchase orders with inventory and non-
inventory items.
Ability to design Blanket, Standing, Capital, and Contract purchase orders.
System can combine multiple requisitions for items requested from the same
vendor into one purchase order.
Buyer can perform all item maintenance, source, price, etc. on a single screen.
Department Delivery tickets print only those items the department ordered,
from a consolidated purchase order.
Items not currently in item file database can be ordered, and added to
database.
Purchase orders are identified by buyer and user-defined purchase order type.
Can purchase same item in different units of measure based on location:
inventory or stockless.
System will receive EDI 832 electronic pricing and EDI 855 order status
confirmation from vendors.
System has ability to FAX purchase orders to vendors and tools to monitor
success of FAX operation.
System can print a PO form with item information as well as vendor item
information, date due, contract information, delivery instructions and
comments.
Proposed purchase orders can be edited on-screen with automatic update of
purchase order master files.
System supports one-time purchase of supplies, equipment and services.




UNM Hospitals RFP 148-09                 Page 115 of 127                          ERP Solutions
                                    Purchasing Management
                                   FUNCTION                                               RESPONSE
Due dates for orders can be specified by purchase order and line items.
Receiving against purchase orders can be done on-screen from workstation in
the receiving area.
Department delivery documents are generated at the time of receipt.
Delivery documents may be printed for written receipt of acknowledgment.
Delivery documents may be viewed and receipt acknowledged electronically
by customer at time of delivery, through the use of hand-held data device.
Purchase orders can be recalled using vendor name or purchase order
numbers.
Receiving by exception is available.
Optional for ‘blind’ receiving with no order quantities displayed.
System is able to receive items in multiple units of measure.
System supports receiving by wireless handhelds.
System supports delivery by wireless handhelds.
System supports delivery signature capture.
System supports the ability for the user to view the status of the
receiver/delivery including signature.
On-screen inquiry and printed reports available to track open and completed
purchase orders and receipts history.
Usage history maintained indefinitely for inventory and non-inventory items.
         Ability to purge history if authorized access based on user parameters.
Bid sheets available with itemized usage for inventory and non-inventory
items.
Items for bid sheets can be selected based on user-defined parameters.
Ability to perform vendor bid analysis available.
System provides contract database capabilities.
System will not allow a purchase order to be completed without a valid
vendor.
When composing a purchase order to vendor not currently existing in the
Vendor File, system will allow buyer to window into vendor file for reference,
or to create a new vendor record without having to leave the P.O. function.
User may view outstanding purchase orders placed to a particular vendor
while in the creating or viewing a purchase order function.
In compose PO mode, system automatically defaults delivery date information
but allows buyer to override. Delivery date information is then tracked and
reported through Delivery Date Analysis.
In compose PO mode, a purchase order type field is available and captured for
future reports to track orders designated by such categories as capital,
engineering, service, JIT, etc.
In compose PO mode, standard inventory items are defaulted from the Item
File.
Buyer has capability to add or override information defaulted from the Item
file.




UNM Hospitals RFP 148-09                  Page 116 of 127                          ERP Solutions
                                  Purchasing Management
                                  FUNCTION                                             RESPONSE
In compose PO mode, buyer can add purchase order notes that will be stored
and can be printed on the PO document and accessed electronically by the
Accounts Payable department.
In compose PO mode, buyer can add receiving notes that will be stored and
can be printed on the PO document and accessed on-line by the Receiving
Department for delivery instructions.
In compose PO mode, buyer can drill into the Item File, and search based on
description, manufacturer, vendor name, or vendor number to determine
whether or not the item has an item number assigned.
System integration with healthcare specific e-Portals.
System supports Evaluated Receipts Settlement.
System supports EDI 856 Advanced Ship Notifications, creating electronic
receipts. System supports "Fill or Kill" relationships with specific vendors.
Able to deliver bid requests to vendors electronically.
Manufacturer ID and Manufacturer part number in dedicated field on Item
Master file.
UPN in discreet, dedicated field on Item Master file.
UNSPSC in discreet, dedicated field on Item Master file.
GLN, GTIN in discreet, dedicated field on Item Master file.
System tracks contract compliance.
System has tools to identify contracts about to expire and provide notice to
departments at 90, 60, 30 days prior to expiration.
Stockless Par Replenishment activity automatically generates P.O.’s to vendor
throughout the day from multiple sites simultaneously.
EDI 850 PO document generated by system, mapped, and communicated to
vendor by system.
System support ERS (Evaluated Receipts Settlement).
System receives EDI 855 PO Acknowledgement and compares 855 to PO
details. Notice to buyer follows work flow rules.
System receives EDI 832 Price file and compares it to Items defined to that
vendor.
Tools for mass item updates e.g. change in prime vendor.
System allows inquiry by Requisition Number, PO Number, Vendor, GL
Company, Cost Center and Item number (or any combination).
System supports auto-numbering of Purchase orders.
System automates selective price (and/or other item file changes) based on
EDI 832 and effective on a certain future date.
System can utilize an EDI 832 to create items or contracts for items.
System will allow for direct vendor-inquiry on system for account status.


INVOICE MATCHING
System delivers standard Invoice Matching Management Reports, including:
      Invoice Matching Document.
      Invoice On Hold Report.



UNM Hospitals RFP 148-09                Page 117 of 127                         ERP Solutions
                                  Purchasing Management
                                  FUNCTION                                        RESPONSE
     Authorized Invoice Report.
     Matched Invoice Report.
     Matched Invoice Activity Report.
     Invoice Discrepancy Log.
     Invoice Discrepancy Aging Report.
     Invoiced Not Received Report and Received Not Invoiced Report.
     Sales and Use Tax Reports.
     Freight Cost Report.
System supports 2 way, 3 way and 4 way matching.
System will provide electronic invoice matching.
System provides both onscreen matching during entry and batch matching
capabilities.
Ability to drill to Purchase Order and/or Requisition from Invoice entry
screen.
Ability to match electronic invoices and produce match and discrepancy
reports.
Ability to allow tolerances during matching based on unit cost variance.
Ability allows for the use of Evaluated Receipt Settlement.


Business Intelligence
Vendor Analysis Indicators
      Percent First Receipt.
      Percent Matched on Cost.
      Percent Non-Compliance.
      Percent Received by Due Date.
      Percent Rejected Indicator Trend.




UNM Hospitals RFP 148-09                Page 118 of 127                    ERP Solutions
                                       Technology



Business Intelligence
                                FUNCTION                                RESPONSE
Ancillary Departments Cost Indicators
      CT Scan Hours Per Procedure Ratio
      Labor Hours Per Test Ratio
      Labor Salary Cost Per Test Ratio
      MRI Hours Per Procedure Ratio
      Non-Invasive Cardiology (NIC) Hours Per Procedure Ratio
      Part-Time Hours Per Procedure Ratio
      Radiology Hours Per Procedure Ratio
      Radiation Oncology Hours Per Procedure Ratio
Debt and Capital Indicators
      Average Payment Period Ratio
      Cash Flow to Total Liabilities Ratio
      Days Cash on Hand Ratio
      Days in Patient Accounts Receivable Ratio
      Debt Service Coverage Ratio
      Equity Financing Ratio
      Long-Term Debt to Equity Ratio
      Times Interest Earned Ratio
Inpatient Payer Mix Indicators
      Commercial Discharge Percent Ratio
      Commercial Patient Days Percent Ratio
      HMO Discharge Percent Ratio
      Medicaid Discharge Percent Ratio
      Medicaid Patient Days Percent Ratio
      Medicare Discharge Percent Ratio
      Medicare Patient Days Percent Ratio
      Self-Pay Discharge Percent Ratio
      Self-Pay Patient Days Percent Ratio
Medical/Surgical Supply Cost Indicators
      Surgery Nursing Hours Per Procedure Ratio
      Surgery Technical Hours Per Procedure Ratio
Profitability Indicators
      Break-Even Ratio
      Cash Flow to Net Patient Revenue Ratio
      Inpatient Capitated Revenue Percent Ratio
      Inpatient Commercial Revenue Percent Ratio
      Inpatient HMO Revenue Percent Ratio



UNM Hospitals RFP 148-09              Page 119 of 127            ERP Solutions
                                        Technology


                                 FUNCTION                       RESPONSE
      Inpatient Medicaid Revenue Percent Ratio
      Inpatient Medicare Revenue Percent Ratio
      Inpatient Revenue Percent Ratio
      Inpatient Self-Pay Revenue Percent Ratio
      Net Income Ratio
      Net Income to Patient Revenue Ratio
      Non-operating Gain Ratio
      Operating Margin Ratio
      Outpatient Capitated Revenue Percent Ratio
      Outpatient HMO Revenue Percent Ratio
      Outpatient Medicaid Revenue Percent Ratio
      Outpatient Medicare Revenue Percent Ratio
      Outpatient Revenue Percent Ratio
      Outpatient Self-Pay Revenue Percent Ratio
      Return on Equity Ratio
      Total Margin Ratio
Productivity Indicators
      Inpatient Staff Hours Per Visit Ratio
      Nursing Hours Per Patient Day Ratio
      Occupancy Percent Ratio
      Outpatient Staff Hours Per Visit Ratio
      Technical Hours Per Patient Day Ratio
Resource Management and Efficiency Indicators
      Age of Plant and Equipment Ratio
      Current Asset Turnover Ratio
      Net Fixed Assets Per Bed Ratio




UNM Hospitals RFP 148-09               Page 120 of 127   ERP Solutions
                                         Technology



Technical Questions - General
                                  FUNCTION                                             RESPONSE
Architecture
  Please use a separate document to answer the following questions and
  cross-reference each question with a designation in the right hand column.
    Are your applications 3-tier?
    How long have they been 3-tiered?
    If so, describe in detail on an attached document your 3-tier
       architecture.
    Describe what hardware is required to support each layer of this
       architecture.
    Can I run the application tier as well as the Database tier of the
       application in a UNIX environment?
    What are the network requirements (bandwidth) necessary to support
       this architecture?
    Is the messaging layer of this architecture dependent upon any specific
       hardware/software platform?
    Where is the application logic for this architecture maintained, on the
       client or the server?
    Describe on a separate document the various user presentations that
       can be used to access the application?
    Is this user presentation directly accessing the application and on-line
       transactional data?
    Is this user presentation accessing a separate repository of data?
    Describe on a separate document what API’s are available to
       communicate to/from this architecture?
    Are SQL tool sets required for data transfer between the application
       logic layer and the data base management layer?
    If so, please describe in detail on an attached document.
    Can databases and/or applications be distributed across multiple
       servers?
    Support unlimited on-line user sessions?
    Provide database view to application tables for use with in-house
       developed applications?

Web
  Please use a separate document to answer the following questions and
  cross-reference each question with a designation in the right hand column.
    Is a browser interface available for all applications? How long has this
       interface been available?
    On a separate document please provide several clients that are
       currently using you Web solutions in a “LIVE” production
       environment.
    Do the client/server GUI interface and the browser interface utilize the
       same screen logic?


UNM Hospitals RFP 148-09                Page 121 of 127                         ERP Solutions
                                         Technology

                                  FUNCTION                                             RESPONSE
      Do the browser and GUI interfaces access the same application logic?
      If so, describe on a separate document in detail how is it
       accomplished?
      Does the system provide a web based reporting tool?
      Do the browser and GUI interfaces have the same design (i.e. layout)?

Drill Down
  Please use a separate document to answer the following questions and
  cross-reference each question with a designation in the right hand column.
     Is Drill Down capability available in all applications?
     Are Drill-Downs delivered pre-built?
     Can users of Drill-Down “drill” from one application into another?
     How many applications can be “drilled” into?
     Is Drill-Down available from reports?
     If so, are they pre-built?
     Is Drill-Down available from a browser interface?
     If so, are they pre-built?
     Are the Drill-Downs that are available transaction based, object based,
        or both?
     Can delivered Drill-Downs be modified to better accommodate user
        requests?

E-mail
  Please use a separate document to answer the following questions and
  cross-reference each question with a designation in the right hand column.
    Are your applications compatible with Novell GroupWise?
    Are your applications compatible with Microsoft Outlook?
    Do all application forms have delivered pre-built e-mail capabilities?
    Does the delivered e-mail functionality include e-mail alerts which are
       system generated?
    Do all application e-mails enforce application security?
    What are the network requirements (bandwidth) for application e-
       mails?
    Please describe delivered integration.

Workflow
 Please use a separate document to answer the following questions and
 cross-reference each question with a designation in the right hand column.
   Does your product include embedded workflow?
   Describe the ease of creating new workflow processes and the means
      by which the workflow created communicates with the system?
   Is the workflow development tool GUI-based?



UNM Hospitals RFP 148-09                Page 122 of 127                         ERP Solutions
                                         Technology

                                  FUNCTION                                            RESPONSE
      Can transactions be automatically written to the application through
       the application logic or does it require an ODBC connection directly
       to the database?
      Is your workflow solution able to define variables which link to
       dynamic information within the application?
      Is a separate server or desktop required to run workflow?
      Can I run it off a desktop?
      Can I run it off a diskless workstation?
      Can I run it off a Citrix server?
      Are any of the workflow solutions pre-built?
      If so, how many?
      Is the workflow solution open to other applications?

Reporting
  Please use a separate document to answer the following questions and
  cross-reference each question with a designation in the right hand column.
    Is an ad-hoc report writing tool available for organizational specific
       reporting?
    If so, describe the tool available?
    Will the application support Crystal Reports and Crystal Enterprise?
    Does the ad-hoc report writing tool take advantage of pre-defined data
       relationships within the data dictionary in order to automatically
       create table joins, indexes and existing conditions?
    Is defined security enforced within the ad-hoc reporting tool?
    What open standard database connectivity API’s are available?
    Can the ad-hoc report writing tool access multiple databases at the
       same time for a specific report?
    Can runtime selection criteria be added to ad-hoc reports in order to
       see only specific requested information?
    Can additional links be added to a report to allow the user to directly
       take action from that report and update either your application or a
       disparate application?
    Are reports stored in a centralized location?
    Can reports be distributed to (multiple) end-users?
    Can this be automated?
    Can end-users modify pre-developed reports?
    Can reports contain rich content such as bar graphs, pie charts, etc.?
    How do finished ad-hoc reports get updated?

Systems Management
  Please use a separate document to answer the following questions and
  cross-reference each question with a designation in the right hand column.




UNM Hospitals RFP 148-09                Page 123 of 127                        ERP Solutions
                                         Technology

                                  FUNCTION                                             RESPONSE
       Does your solution provide a tool which will show performance
        metrics according to individual users and applications?
       Define what other performance metrics may be monitored?
       Can your systems management tool track on-line and batch processes?
       Can your applications support the ARM communications standard to
        industry standard system management systems such as BMC Patrol,
        HP Open View any others?
       Can the systems management tool used to track unauthorized user
        security access?

Development Tools and Modifications
  Please use a separate document to answer the following questions and
  cross-reference each question with a designation in the right hand column.
    What types of development tools are available?
    How do the offered development tools interact with the system in
       order to modify the way the applications look and behave?
    Explain how custom modifications are tracked and maintained
       through system upgrades?
    If your system offers development tools what skill sets are required in
       order to use?
    What development languages are used with your delivered
       development tools?
    Do the offered development tools make changes at the application
       layer or at the presentation layer?

Interfaces and Integration
   Please use a separate document to answer the following questions and
   cross-reference each question with a designation in the right hand column.
     Identify what the offered delivered interfaces are?
     Does your system offer industry specific interfaces to other known
        vendor systems?
            o Kronos Time and Attendance?
            o Cerner Millennium Electronic Medical Record?
            o Cerner PowerChart?
            o Sungard Banner?
            o Plateau Talent Management Plateau Learning - Learning
                Central?
            o Ross Financials (to accommodate insurance / patient billing
                remaining on Ross)?
            o GHX Requisitioning?
            o GHX Electronic Purchasing?
            o GHX Interchange?
            o Pyxis Medication Management?
            o Pyxis Perioperative Solutions?



UNM Hospitals RFP 148-09                Page 124 of 127                         ERP Solutions
                                         Technology

                                  FUNCTION                                            RESPONSE
            o Pharmnet Pharmacy Management Services?
            o PACS Filmless Radiology System?
            o Sungard Payformance encrypted check printing?
            o MAXxess Access Control System/Badging System?
      Does your system offer both a batch and real-time data integration
       offering?
            o Explain the specifics.
      How are in-bound transactions written to the database?
      What methodologies are available to write outbound transactions (e.g.
       triggers, stored procedures, scheduled queries)?
      Are there any data mapping and data transformation tools available?
      Are these tools GUI based or do they require a development language
       to be learned? What language is used?
      Can industry standard desktop tools be used for integration purposes?
      Is there an additional module necessary (purchased) to integrate to
       Microsoft Office products?
      Are their pre-defined database upload routines for performing an
       initial data load?

Supported Technology release levels
  Please use a separate document to answer the following questions and
  cross-reference each question with a designation in the right hand column.
    Identify minimum release level supported for an Oracle database.
    Identify minimum release level supported for an SQL database.
    Identify minimum release level supported for a DB2 database.
    Identify minimum release level supported for Microsoft Office
       products.
    Identify minimum release level supported for Microsoft Windows.
    Identify minimum release level supported for Crystal Reports.
    Identify minimum release level supported for Crystal Enterprise.
    Identify minimum release level supported for Groupwise.
    Identify minimum release level supported for Internet Explorer.

Document Imaging
  Please use a separate document to answer the following questions and
  cross-reference each question with a designation in the right hand column.
    Does your system offer a solution that allows pre-scanned images to
       be attached to transaction records within the system?
    Can your system integrate with 3rd party imaging systems?
           o Which ones?
    Can your system provide an image to be first scanned into the system
       and then have a transaction automatically created?
           o Please explain in detail how this is accomplished?


UNM Hospitals RFP 148-09                Page 125 of 127                        ERP Solutions
                                          Technology

                                   FUNCTION                                             RESPONSE
       Can your system link to a scanned image in the system and then have
        a transaction automatically created?
       How does the application communicate with the disparate imaging
        system in a web-enabled environment?

Security
   Please use a separate document to answer the following questions and
   cross-reference each question with a designation in the right hand column.
     Explain the security constructs that are available within the system?
     Is the software HIPPA and PHI compliant?
     Can the end-user control what is available through a sub-set security
        model?
     Is security roles-based?
     Can security utilize LDAP compliant directories for single-sign on
        capabilities?
            o How is this done?
     Is there a separate user directory that is maintained from an
        application security model or does it utilize the operating system
        username and password directory?
     Can security be granted to individuals/organizations outside our
        organization?
     How is security controlled for users who are accessing the system
        from areas outside the company (i.e. is there another security model)?
     Support active directory authentication for user accounts?
     What encryption schemas / products is your system compatible with?




UNM Hospitals RFP 148-09                 Page 126 of 127                         ERP Solutions
                           Appendixes



Appendixes
   C1. .
   C2. .




UNM Hospitals RFP 148-09   Page 127 of 127   ERP Solutions

				
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