Finance Manager

This service provides integrated financial / human resource software that a district can operate on a server in district on a local area network, or accessed via Broadband network on a server hosted by the WNYRIC in our data center. 


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Subscription to this service includes license and support of the application base package which includes these modules: Accounting, Human Resources, Payroll, Budget, Negotiations, System Manager and GASB34.

Optional modules that can be purchased are: Receivables, Requisition, Bidding, and Timepiece which is attendance with labor management tracking utilizing biometric time clocks.

New SQL, nVision, product has been released and is available. 







HARDWARE:

1. If the current Progress version of the application is housed in the district, an IBM or IBM compatible, NT or Citrix server is required, if a networked environment is desired; appropriate printer for reports and/or checks

2. If the current Progress version of the application is housed at the WNYRIC, the district must be connected to the WNYRIC via Broadband fiber

3. If the nVision upgraded SQL version of the application is housed in the district, an IBM compatible SQL server is required with a Citrix front end, if a net worked environment is desired; appropriate printer for reports and/ or checks.

4. If the nVision upgraded SQL version of the applications is housed at the WNYRIC, the district must be connected to the WNYRIC via Broadband fiber through a Citrix front end.

SOFTWARE:

  1. Finance Manager software which includes Progress database software
  2. SQL server 2008 software for nVision product, if applicable
  3. Citrix for the SQL nVision database software
  4. SSL Certificate if using Citrix with the nVision product
  5. Windows XP or higher on workstation
  6. Necessary LAN software, if networked

OTHER REQUIRED SERVICES (for district-housed application only)

  1. Administrative PC/LAN Service (650.650)
  2. Remote Backup service (650.892)

District Responsibilities:

District staff will:

  1. Maintain secure inventory of checks and other supplies.
  2. Notify RIC of problems, difficulties or training needs.
  3. Purchase necessary hardware and software.
  4. Designate a System Administrator for the application who will be in charge of adding users, setting up permissions and running the audit analysis reports.
  5. Notify the WNYRIC if the System Administrator person for this service has changed.
  6. Report all necessary data to the appropriate agencies (including direct deposit transactions).
  7. Have procedure in place to restore database from daily backup source.
  8. Arrange for archival of district data to meet state requirements.
  9. Maintain district security.

If district has chosen to house the server at the district, additional District Responsibilities are:

  1. Provide hardware maintenance and upgrades for the server.
  2. Purchase of Remote Backup Service required.
  3. Perform daily, weekly, monthly and annual backups of the district's database, and provide off-site storage of backup media.
  4. Have procedure in place to restore database from daily, weekly, monthly and/or annual backups



WNYRIC Responsibilities / SLA:

WNYRIC support staff will:

  1. Provide conversion assistance and import of prior data, when possible
  2. Provide a means for purchasing necessary hardware and software to be utilized with this service
  3. Install updates to the software as regulations change or enhancements are made.
  4. Assure that RIC staff maintain strict confidentiality while performing their duties for this service.  Staff follow best practices in order to provide necessary security as it
        relates to the most recent financial data security and privacy regulations.
  5. Provide a means for purchasing necessary checks and forms to be utilized with the modules of Finance Manager
  6. Facilitate the processing and printing of W-2's for the Progress version of Finance Manager
  7. Facilitate the processing and printing of 1099's for the Progress version of Finance Manager - at discretion of the district
  8. WNYRIC Service Desk is available Monday through Friday from 7:00 a.m. to 4:30 p.m. For assistance call (716) 821-7171 Option 2, 1-800-872-0780 Option 2, or e-mail us at servicedesk@e1b.org.

If district has chosen the RIC Hosted Solution, additional WNYRIC Responsibilities are to:

  1. House the district's application and data on a server housed at the WNYRIC
  2. Utilize a mandatory maintenance window every Thursday evening from 5 to 8 pm for hardware maintenance and upgrades for the server and installation of any software updates
  3. Provide the Remote Backup service, which is included in the RIC Hosting Fee

Training and Support:

  1. Phone support by WNYRIC staff.
  2. Three days of training and/or in-district support are included each year. Training may be conducted via telephone, web conferencing calls, at a WNYRIC site or in district.
  3. Additional training days available at a per diem rate

Backup of Data:

  1. For those districts that subscribe to the Remote Backup service either directly or through the RIC Hosting Option, their Finance Manager or nVision financial production databases and related necessary files are backed up twice each night using 1: Local File backup and 2: Remote Backup.  The WNYRIC keeps a rotating 5 days on each data server, and replicate weekly to each other (Three DB servers total). The WNYRIC tests restores once per year and we replaces media once/year. Any data that is backed up by our  Remote Backup service is backed up to disk storage in the WNYRIC data center using enterprise level backup software and then an onsite and offsite encrypted tape copy are created. The offsite copy is taken to the WNYRIC storage site at a secure location in Western New York and the onsite is kept in the WNYRIC automated tape library at the data center. The Remote Backup data is retained for 21 days.

 Deliverables:

  1. End-of-year documentation and accessibility to the User Manual within the application
  2. Checks and supplies ordered on a per quote basis
  3. Two user meetings annually
  4. Multiple user workshops throughout the year

The WNYRIC utilizes cost effective best practices determined by research that allows
our experienced and trained technical staff to perform robust testing and support of the
WNYRIC network in the areas of security, infrastructure, energy management,
virtualization strategies, disaster recovery and business continuity. Therefore,we are able
to be a district advocate for vendor contract issues and aggressively negotiate contract
pricing and performance terms.

Staff follow best practices in order to provide necessary security as it relates to the most
recent student, teacher and principal data security and privacy regulations.

Service Desk can be reached Monday –Friday from 7:00 a.m. –  4:30 p.m. by calling
(716) 821-7171, 1-800-872-0780 or by e-mail at servicedesk @e1b.org.  A representative
will be available from 4:30 p.m. through 11:00 p.m to assist you with calls regarding
emergency situations. During all other hours and holidays, a caller will receive important
information regarding coverage.


Cost

As described

Status

Existing

Contacts


Robert Gottschall

(716) 821-7301

rgottschall@e1b.org


Rene McDaniel

(716) 821-7144

rmcdaniel@e1b.org

Required Services


650.683 
Finance Manager