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New Internal Accounts Management System - PILOT SURVEY

School Internal Accounts Management System Summer Pilot Program
Name: 


A red asterisk (*) indicates required questions.

  1. School Name:*


  1. School Address:*


  1. School Phone:*


  1. Oracle Unit #:*


  1. Area:*


  1. Principal Name:*


  1. Has the principal approved for the school to participate in the Internal Accounting Management System Pilot?*
    Yes
    No


  1. Schools parrticipating in the Pilot are required to attend a two-day training/conversion session. The first day is training; the second day is conversion to the new system. The principal must assign one person who will be required to attend both days of the session. This person will be responsible for setting up accounts and entering current data from M.Y.O.B. Select Pilot training/conversion dates:
    July 21 & 22, 2009
    June 23 & 24, 2009


  1. The Pilot requires a minimum of two school staff to be trained (Principal and one other business staff). How many people from your school will participate in the Pilot? *
    2
    3


  1. Participant #1 - Name and Title:*


  1. Participant #1 - Phone:*


  1. Participant #1 Email:*


  1. What experience does Participant #1 have with MYOB and Internal Accounts:*
    No experience
    Some experience (1 year or less)
    Moderate experience (2 years or more)
    High experience (3 years or more)


  1. What Oracle module(s) does participant #1 currently have access to?
    Purchasing
    PSB/Budget Transfer
    Student Stipend
    Web Inquiry
    iExpense
    None


  1. What Role/Responsibility should Participant #1 have in the New Oracle Internal Accounts Mgmt. System?*
    Initiator
    Approver


  1. Participant #2 - Name and Title:*


  1. Participant #2 - Phone:*


  1. What experience does Participant #2 have with MYOB and Internal Accounts:*
    No experience
    Some experience (1 year or less)
    Moderate experience (2 years or more)
    High experience (3 years or more)


  1. What Oracle module(s) does participant #2 currenlty have access to?
    Purchasing
    PSB/Budget Transfer
    Student Stipend
    Web Inquiry
    iExpense
    None


  1. What Role/Responsibility should Participant #2 have in the New Oracle Internal Accounts Mgmt. System?*
    Initiator
    Approver


  1. Participant #3 - Name & Title:


  1. Participant #2 Email:*


  1. Participant #3 - Phone and Email:


  1. What experience does Participant #3 have with MYOB and Internal Accounts:
    No experience
    Some experience (1 year or less)
    Moderate experience (2 years or more)
    High experience (3 years or more)


  1. What Oracle module(s) does participant #3 currently have access to?
    Purchasing
    PSB/Budget Transfer
    Student Stipend
    Web Inquiry
    iExpense
    None


  1. What Role/Responsibility should Participant #3 have in the New Oracle Internal Accounts Mgmt. System?
    Initiator
    Approver


  1. What type of checks are used at your school?*
    Handwritten
    Computer


  1. Do you have a stand-alone printer to use for check printing only?*
    Yes
    No


  1. Do you have any accounts with balances that have been negative for more than 6 months?*
    Yes
    No


  1. Do you have any outstanding checks to escheat?*
    Yes
    No


  1. What month did you last reconcile? (Please fax a copy of your last reconciliation to 773-409-8681).
    June 09
    May 09
    April 09
    March 09
    February 09


  1. Participant #3 Email:*





SCHOOL FINANCIAL SERVICES - Internal Accounts
Pedro Martinez, CFO ; Daryl Okrzesik, Controller
School Financial Services