Banner Finance Consulting and Training Scope of Work

Service Description

EngagementEngagement Description
Training & Consulting on the Following TopicsChart of Accounts – General Ledger Processing
Rules/Security/Approvals
Research/Grants
Research Billing
Fixed Assets
Review Interfaces for HR and AR
Budget Development
Year End
GASB attribute review – correct mapping & test
Prep/Travel/Follow-up (8 visits total)

Service Assumptions:

  • Hours may be remote or onsite as needed and will be communicated to Ellucian's project manager two weeks prior to the anticipated delivery date

Client Responsibilities

  • Provide recent clone of the production database for training with user login's and instructor login
  • Provide training room with overhead, Whiteboard, & Internet connection

Out of Scope:

  • Ellucian technical assistance is not part of this scope but, if desired, can be scoped separately
  • Creating of any site-specific reports are outside the scope of this document
  • Position Control consulting is not part of this SOW
  • Conversion of Fixed Asset and Grant Billing is not included, and can be scoped separately if necessary