Activity

Responsible

Date

Selection of 5 - 10 software packages that meet the specifications approved by the committee

Jan, Cal, Shirley Jean & Laurie will research and select

Last week in October

Develop the bid document

Jan, Cal, Shirley Jean & Laurie will work with Terry Lewis

Oct. 25 – Nov. 15

Bid document sent to vendors

Terry Lewis (Purchasing)

Nov. 15, 2004

Identify and recommend the pilot counties & program bookkeepers

Area Extension Education Directors

Nov. 15 - Dec. 1

Review bid document

Extension County Accounting Strategic Planning Committee

Dec. 1 – Dec. 8

Approve pilot program counties and  bookkeepers

Extension County Accounting Strategic Planning Committee

Dec. 8

Bid due from software vendor to ISU Purchasing

Terry Lewis (Purchasing)

Dec. 16, 2004

Presentations by software companies that meet bid specifications

Selection committee: Extension County Accounting Strategic Planning Committee and the pilot county bookkeepers

Dec. 16 - Jan. 15, 2005

County Accounting Software Bid awarded

Selection committee: Extension County Accounting Strategic Planning Committee and the pilot county bookkeepers & Terry Lewis (Purchasing)

Feb. 1, 2005

Write Chart of Accounts

Laurie, Shirley Jean & Jan

Jan. – Feb.

Data conversion for pilot counties

Software Consultant

March  2005

Write initial training materials

Software Consultant,
Shirley Jean & Jan

Jan. - March

Training for pilot county bookkeepers

Software Consultant,
Shirley Jean & Jan

April  through June 30, 2005

Live for pilot counties

July 1, 2005

Training for remaining counties

January  through June 30, 2006

Live for all counties

July 1, 2006