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Finding Aids to Official Records of the Smithsonian Institution Archives

Accession 05-119

Smithsonian Institution. Office of the Chief Information Officer. Financial and Human Resources Management Systems Division

SFS Records, 1990-2000

Repository: Smithsonian Institution Archives, Washington, D.C. Contact us at osiaref@si.edu.
Creator: Smithsonian Institution. Office of the Chief Information Officer. Financial and Human Resources Management Systems Division
Title: SFS Records
Dates: 1990-2000
Quantity: 3 cu. ft. (3 record storage boxes)
Collection: Accession 05-119
Language of Materials: English
Summary:

This accession contains records documenting the design, development, and management of the Smithsonian Financial System which was shut down in the summer of 2003. Materials include proposals, reports, memoranda, and steering committee meeting agendas and minutes.

Descriptive Entry

This accession consists of records documenting the design, development, and management of the Smithsonian Financial System which was shut down in the summer of 2003. Materials include proposals, reports, memoranda, and steering committee meeting agendas and minutes.

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This collection is indexed under the following access terms. These are links to collections with related topics, persons or places.

Subject

Physical Characteristics of Materials in the Collection

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Preferred Citation

Smithsonian Institution Archives, Accession 05-119, Smithsonian Institution. Office of the Chief Information Officer. Financial and Human Resources Management Systems Division, SFS Records

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Container List

Box 1

A Proposal to Provide Financial System Implementation Assistance (Revised Best and Final Offer - Technical Proposal) - March 13, 1996

Box 1 of 3

A Proposal to Provide Financial System Implementation Assistance (Response to Best and Final Offer Clarification Questions) - February 22, 1996

Box 1 of 3

A Proposal to Provide Financial System Implementation Assistance (Best and Final Offer) - February 22, 1996

Box 1 of 3

A Proposal to Provide Financial System Implementation Assistance (Technical Proposal) - February 6, 1996

Box 1 of 3

A Proposal to Provide Financial System Implementation Assistance (Revised Best and Final Offer - Business Proposal) - March 13, 1996

Box 1 of 3

Smithsonian Financial System - Phase II: Encumbrance Testing AP/PO Modifications and Technical Support (Revised Technical and Cost Proposal) - September 14, 1995

Box 1 of 3

Smithsonian Financial System - Phase II: AP/PO Modifications and Technical Support (Technical and Cost Proposal) - August 28, 1995

Box 1 of 3

Accounting Classification Code Structure Design - May 6, 1993

Box 1 of 3

Design Scope - 1992-1993

Box 1 of 3

Accounting Classification Code Structure Definition - 1992-1993

Box 1 of 3

Design Deliverables (Originals) - 1993

Box 1 of 3

Policy/Procedure Changes - 1993

Box 1 of 3

Office of Information Resources Management Meetings - 1992-1994

Box 1 of 3

AP/PO Conversion Design - 1996

Box 1 of 3

Accounting Classification Code Structure Design Definition Drafts - 1993

Box 1 of 3

Smithsonian Institution Libraries - 1993

Box 1 of 3

Status Reports - 1992-1993

Box 1 of 3

Smithsonian Contracting and Procurement System - 1993

Box 1 of 3

AP/PO Conversion - 1996

Box 1 of 3

AP/PO Requirements, Volume 1 Original - 1992

Box 1 of 3

Box 2

AP/PO Requirements, Volume 2 Original - 1992

Box 2 of 3

AP/PO Requirements, Volume 3 Original - 1992

Box 2 of 3

Volume Data Used in Requirements - 1992

Box 2 of 3

Task Order Contract - 1992-1996

Box 2 of 3

Operating Environment (Final Work Products) - 1992

Box 2 of 3

Presentations - 1993-1997

Box 2 of 3

Regents/Management Status - 1991-1997

Box 2 of 3

Bureau Correspondence - 1993-1994

Box 2 of 3

Organization Conversion (Walker Work) - 1995-1996

Box 2 of 3

Conceptual Design Document Review - 1994-1995

Box 2 of 3

Report of the Technology Subcommittee - December 15, 1997

Box 2 of 3

Financial System Vision - Critical Processes by Functional Area

Box 2 of 3

Financial Workflow System Requirements Document - February 17, 1999

Box 2 of 3

Request for Proposal for Financial System Implementation Assistance - December 28, 1995

Box 2 of 3

PeopleSoft Implementation - 1999

Box 2 of 3

Box 3

SFS Steering Committee - 1998

Box 3 of 3

Steering Committee - 1997-1999

Box 3 of 3

2000 Startup

Box 3 of 3

User Forum - 1994

Box 3 of 3

GL Planning - 1996

Box 3 of 3

Steering Committee - 1995-1997

Box 3 of 3

Accounting Classification Code Structure - February 23, 1995

Box 3 of 3

Coding Reduction Analysis - May 22, 1995

Box 3 of 3

Funds Distribution and Control - 1995

Box 3 of 3

Recommendations for Retention and User Reserved Area (URS) Data Elements - November 23, 1994

Box 3 of 3

Financial Systems Enhancement - December 15, 1994

Box 3 of 3

Encumbrance and MBA Module Enhancement - February 23, 1995

Box 3 of 3

Revised AP/PO Enhancement Requirements - October 14, 1994

Box 3 of 3

Estimates for Enhancements - 1994

Box 3 of 3

AP/PO Migration Strategy - November 23, 1994

Box 3 of 3

AP/PO to MBA Interface Design Workbook - September 28, 1995

Box 3 of 3

Status - 1994-1995

Box 3 of 3

Encumbrance Processing in AP/PO (Presentation)

Box 3 of 3

Status Reports - 1992-1994

Box 3 of 3

Walker Users - 1992-1993

Box 3 of 3