Inter-Agency Workgroup (IWG)

The Inter-Agency Workgroup provides the forum for Agency and Project staff to discuss Project activities and the Agencies' involvement in these activities. The goal of the IWG is to facilitate Agency preparations for the implementation of Aspire.

Meetings

November 15, 2006

• Agenda 11.08.2006 (51kb)

• Presentations

  • Agency Activities Update, Purchasing Card Overview 11.15.2006 (617kb)

October 18, 2006

• Agenda 10.11.2006 (51kb)
• Minutes 10.31.2006 (90kb)

• Presentations

  • Agency Activities, Business Event Reference Tool (BERT) 10.18.2006 (949kb)

• Handouts

  • Updated Role Requirements, Accepted Deliverable O007a 10.18.2006 (23kb)
  • Agency Activities Matrix 10.18.2006 (13kb)
  • Business Event Reference Tool (BERT) 10.18.2006 (425kb)

September 20, 2006

• Agenda 09.15.2006 (50kb)
• Presentations - Agency Activities, Testing Update, Agency Business System Remediation Update, Encumbrances and Requisitions in Aspire 09.20.2006 (866kb)

August 16, 2006

• Agenda 08.14.2006 (46kb)
• Presentations - Agency Activity Update, Remediation Information eXchange, Aspire System Testing, Workforce Transformation Activities and Overview, Agency and WFT Partnership, and Next Steps 08.16.2006
• Handout Accompanying Aspire System Testing Presentation 08.16.06

July 19, 2006

• Agenda 07.18.2006 (50kb)
• Presentations - Agency Activity Update, Workforce Transformation Overview, and Aspire Testing 07.19.2006

June 21, 2006

• Agenda 06.21.2006 (55kb)
• Presentations - Agency Implementation Plan, Agency Business System Remediation, and Chart of Accounts Report Out 07.06.2006 (1.86mb)

March 28, 2006

• Agenda 03.21.2006 (45kb)
• Presentations - System Remediation Tracking Tool, Data Cleansing in FLAIR, Chart of Accounts Update, and Interface Operations Guide Overview 03.28.2006 (165kb)

February 09, 2006

• Agenda 01.27.2006 (43kb)
• Presentation - Chart of Accounts (COA) Redesign 02.09.2006 (1mb)
• Questions and Answers 02.28.2006 (35kb)

April 21, 2005

• Agenda 04.21.2005 (50kb)
• Presentation - User Acceptance Testing (UAT), Extended User Acceptance Testing (EUAT), and Aspire Sandbox 04.18.2005 (332kb)

March 17, 2005

• Agenda 03.11.2005 (50kb)
• Presentation - Security and Role Mapping Validation 03.15.2005 (295kb)
• Handout - Security Matrices 05.06.2005 (34kb)

February 17, 2005

• Agenda 01.31.2005 (52kb)
• Presentations - Data Mapping Status, Role Mapping Status, and Training Strategy 02.16.2005 (2.45mb)

October 21, 2004

• Agenda 10.15.2004 (47kb)
• Presentation - Conference Room Pilot (CRP) 1 10.20.2004 (131kb)

September 29, 2004

• Agenda 09.28.2004 (47kb)
• Presentation - Timeline for Activities 10.01.2004 (71kb)
• Handout - Agency Activities Timeline 10.01.2004 (20kb)
• Minutes 10.05.2004 (53kb)

August 19, 2004

• Agenda 08.06.2004 (52kb)
• Meeting Presentation - PeopleSoft Trees Overview and Orientation to Data Mapping 08.18.2004 (1mb)

May 20, 2004

 

• Agenda 05.12.2004 (49kb)
• Meeting Presentation - Timeline of Configuration Phase Activities and Agency Implementation Support Plan 05.19.2004 (1.3mb)

March 18, 2004

To-Be Debrief

• Agenda (36kb)
• Introduction: Design Process Overview  (5,908kb)

• Record to Report

  • Record to Report To-Be Report Out (5,424kb)
  • Batch Journal Import (13kb)
  • Edit Budget Check Post (17kb)
  • Interunit Journal Entries (14kb)
  • Journal Copy (12kb)
  • Online Journal Entry (14kb)
  • Process Subsystem Journals (13kb)
  • Spreadsheet Journal Entry (14kb)
  • Standard Journal Entries (13kb)
  • Unpost Journal (10kb)
  • Maintain Agency Chartfields (15kb)
  • Maintain Appropriations Chartfields (14kb)
  • Maintain Enterprise Chartfields (17kb)
  • Month End Year End Close v.3 (16kb)
  • Year End Consolidation v.1 (16kb)
  • Year End Consolidation v.2 (17kb)
  • Allocations Process (16kb)
  • Budget Journals Manual Entry (14kb)
  • Initial Commitment Control Security Setup (14kb)
  • Load Budget Journals (14kb)
  • Maintain Budgets Sample Data (8kb)
  • Maintain Commitment Control Definitions (13kb)
  • Budget Exceptions (14kb)

• Grants and Projects

  • Grant/Projects To-Be Report Out v.5 (5,279kb)
  • Grants To-Be Process Flows (152kb)
  • Projects To-Be Process Flows (98kb)

• Treasury

  • Treasury To-Be Report Out  (5,392kb)
  • Bank Accounts (14kb)
  • Level 1 Banking, Cash Management, Deal Management v.3 (14kb)
  • Bank Reconciliation: Receipt Verification & Warrant Payment Process (13kb)
  • Treasury Accounting Processes (Cash Management) (13kb)
  • Treasury Investment Processes (Deal Management) (15kb)

• Accounts Receivable/Billing

  • Accounts Receivable/Billing To-Be Report Out  (5,573kb)
  • 01. Create Customers Enterprise (15kb)
  • 02. Create Customer Agency (15kb)
  • 03. Online Items (15kb)
  • 04. External Items (15kb)
  • 05. Transfer Items (15kb)
  • 06. Returned Items Processing (16kb)
  • 07. Item Write-offs (13kb)
  • 08. Payment Processing Payment Predictor (17kb)
  • 09. Payment Processing Regular Deposits (14kb)
  • 10. Payment Processing Worksheet 1 (15kb)
  • 11. Payment Processing Worksheet 2 (14kb)
  • 12. Direct Journal Processing (15kb)
  • 13. Online Billing (18kb)
  • 14. Invoice Generation (15kb)
  • 15. Billing Interface (17kb)

• Procure-to-Pay

  • Procure to Pay To-Be Report Out (6,074kb)
  • Aspire P2P Process Diagram v.7 (23kb)
  • Purchasing Level 1 v.5 (16kb)
  • Requisitions Level 2 v.9 (18kb)
  • Contracts Level 2 v.5 (19kb)
  • Purchase Orders Level 2 v.10 (20kb)
  • PCards Level 2 (16kb)
  • Items Level 2 v.2 (16kb)
  • Receipt of Goods Level 2 v.6 (18kb)
  • Accounts Payable Level 1 v.3 (15kb)
  • Vendors Level 2 v.5 (16kb)
  • Accounts Payable Level 2 PO Invoice v.3 (16kb)
  • Accounts Payable Level 2 NonPO Invoice v.2 (15kb)

• Asset Management

  • Asset Management To-Be Report Out (5,331kb)
  • 01. Process Flows v.1 (18kb)
  • 02. PO-AP-AM Interface v.1 (15kb)
  • 03. Projects/Grants to Asset Management Interface v.1 (14kb)
  • 04. Asset Add (14kb)
  • 05. Parent-Child Add (14kb)
  • 06. Adjust Cost (15kb)
  • 07. Asset Transfer (15kb)
  • 08. Asset Recategorization (15kb)
  • 09. Depreciation Calculation (15kb)
  • 10. Asset Retirement (16kb)
  • 11. Accounting Entry Creation (15kb)
  • 12. Asset Inquiry (17kb)

February 11, 2004

As-Is Debrief Part 2

• Functional Handout 2 - FLAIR - PeopleSoft Mapping (74kb)
• Agenda (36kb)
• Requirements Confirmation Workshop Debrief Feb 11 2004 (284kb)

January 2004

As-Is Debrief Part 1

• Functional Handout 2 - FLAIR - PeopleSoft Mapping (59kb)
• Functional Handout 3 - Chart of Accounts Draft Document (115kb)
• Functional Handout 4 - Property Diagrams (131kb)
• Functional Handout 5 - Property (Asset) Management Requirements (21kb)
• Functional Handout 6 - Asset Management Workshop Minutes (84kb)
• Functional Handout 7 - Asset Management Workshop Minutes (70kb)
• Functional Handout 8 - Asset Management Workshop Minutes (69kb)

December 11, 2003

• Master Presentation (8Mb)

November 20, 2003

• Presentation (3.1Mb)
• Project Aspire Kick Off Presentation (10.8Mb)

September 11, 2003

• Presentation (497kb)