EFIS 2.0 WORKGROUP

TERMS OF REFERENCE

Mandate

The purpose of the EFIS 2.0 Workgroup is to:

  • Provide input to the ministry’s EFIS Business Team regarding the development of EFIS 2.0 utilizing the Oracle Hyperion Planning Application.
  • Provide input on the system and information requirements affecting school boards.
  • Identify and address issues relating to the implementation of EFIS 2.0 for the 2014-15 Estimates cycle forward.
  • Assist in application testing.
  • Assist in developing required training and information materials to assist school boards in implementing EFIS 2.0

Background

The Education Financial Information System (EFIS) is the primary business application used by the Ministry of Education to support the documentation and grant calculation requirements for the school board and child care sectors. EFIS 1.0 was originally implemented in 2002. In the intervening years the business demands have changed and increased substantially and the current EFIS 1.0 system does not meet the minimum Government of Ontario Technology Standards.

After a detailed review of FAAB’s current and future business processes and requirements, it was determined that EFIS 2.0 would be developed utilizing the Oracle Hyperion Planning Application. This technology is already in use within the Ministry of Training, Colleges and Universities for its Funding Management System.

Development has already begun and implementation of Release 1 of the new EFIS 2.0 system is scheduled for the 2014-15 Estimates cycle in March/April 2014. Further functionality (including the March Report cycle and additional reporting features will be addressed in Release 2 over the following year.

Timelines

The EFIS 2.0 Workgroup will meet between September 2013 and September 2014.

Deliverables

To ensure that EFIS 2.0 is developed, the EFIS 2.0 Workgroup will meet the following deliverables:

On-goingProvide input to the ministry’s EFIS Business Team regarding the development of EFIS 2.0 utilizing the Oracle Hyperion Planning Application.

Provide input on the system and information requirements affecting school boards.

Provide input on the training plan to prepare the sector for the roll out of EFIS 2.0 in the Spring of 2014.

Participate in user testing.

January 2014Finalize forms, training and information materials required by boards for the EFIS 2.0 implementation.

Composition of EFIS 2.0 Workgroup

Ministry of Education

Manager of Financial Reporting1

EFIS Business Team3

Business Consultant – EFIS Project 1

EFIS Development Team Representatives2

OASBO Finance Representatives8

Chair to be the Business Consultant – EFIS Project.

Marie Li

Stephen Shek

Emily Wells

Olivia Iemma

Marion Jarrell

Glen Fulton

Jelena/Tim/Al/Natasha

Current Volunteers:

Kim Brady YRDSB

Mike Foley SCDSB

Paul Hearse TVDSB

Sheila Parker UGDSB

Myra Bauman, Limestone DSB

Alecia Lantz, BGDSB

Raf Wyszynski, HWCDSB

Brian Hester, PDSB

Laura Isaac WCDSB

Kathleen O’Flaherty, Keewatin-Patricia DSB (via Teleconference & for Testing)

Anna Chan, YCDSB

Jackie Porter, YCDSB

Derek Chin, CSD catholique Centre-Sud