Scoping Questionnaire & Op

v2.0
2010 SAP AG

Purpose

Please complete the questions in Scoping Questionnaire and choose relevant options from
identify the right options from predefined options list. Your responses will be used to defin
preparation phase (START phase) . The questionnaire may be discussed and finalized durin
"Implement Options" step dyring Realization (DEPLOY) phase
The questions have been arranged in sections. You may find it appropriate to get differen
Results
Scoping questions and the selected options are documented.

Target Audience

- Customer - The scoping questionnaire helps the customer and SAP Project team to ga
- SAP Project Team - Gains a better understanding of the prospect's requirements and
not already answered it.

tionnaire & Options List for <Service Name>

v2.0 01 Apr 2011
2010 SAP AG. All rights reserved

hoose relevant options from predefined Options List based on the service scope . Questions in Scoping Qu
sponses will be used to define the final solution and complete the configuration. These questions are typical
discussed and finalized during one of the workshops (kick-off workshop or select options workshop). Selected

it appropriate to get different people to complete each section. They can place their names against the que

r and SAP Project team to gain a better understanding of requirements

prospect's requirements and expectations and advise on the available configuration options that the custome

me>

e . Questions in Scoping Questionnaire should help you

These questions are typically answered during project
options workshop). Selected options will be implemented in

their names against the questions they have answered.

ion options that the customer can select , if customer has

Scoping questionnaire for SAP Real Estate Manag

solution
V2.0 January 2012
2011 SAP AG. All rights reserved

Name (responsible for completing questionnaire):

Target date for completion:
SAP Employee responsible:
Please return to:

#
1

Question
General

1.1.

Do you need an additional quality assurance system?

1.2.

Do you need help with quality assurance system set-up and cutover?

1.3.

Do you need help in testing? Specify in which testing phase.

1.4.

Do you need help in cutover planning?

1.5.

Do you need full-time onsite help in stabilization support? (post go-live support)

1.6.

Do you need help in developing a training strategy?

1.7.

Do you need help train endusers?

1.8.

Do you own a training tool?

1.9.

Do you need help with authorization concept?

1.10.

Do you need help with Data Migration?

1.11.

If yes, from where do you migrate data and how many legacy systems do you have?

IT-landscape

2.1.

Do you have SAP R/3 4.6 c Real Estate Classic in your existing IT landscape?

2.2.

Do you have SAP Financial Service in your existing IT landscape?

2.3.

Do you have SAP Controlling in your existing IT landscape?

2.4.

Do you have SAP Materials Management functionality in your existing IT landscape?

Business Partners

3.1.

How many business partners do you deal with?

3.2.

How many different types of business partners do you have (name them)?

4
4.1.

Lease and Space Management

Do you own buildings, properties and/or rental spaces?

4.1.1.

If yes, what is the total amount of spaces in that portfolio?

4.1.2.

If yes, how many different types of space do you have?

4.2.

Do you administrate buildings, properties and/or rental spaces for other owners?

4.2.1.

If yes, what is the total amount of spaces in that portfolio?

4.2.2.

If yes, how many different types of space do you have?

4.3.

Do you rent spaces from landlords?

4.3.1.

If yes, what is the total amount of spaces in that portfolio?

4.3.2.

If yes, how many different types of space do you have?

4.4.

Do you lease out spaces?

4.4.1.

If yes, what is the total amount of contracts in your portfolio?

4.4.2.

If yes, how many different types of contracts do you have?

4.4.3.

If yes, do you perfrom mass condition changes in your contract based on Indicies or
according to other rules?

4.5.

Do you need to increase the rent amount over a period of time in your lease-out contracts?

4.6.

Do you need to pay increased rent over a period of time for the leased in spaces from
landlords?

4.6.1.

If yes, do you have sales based rent agreements in your lease out contracts?

4.6.2.

If yes, what is the total amount of contracts in your portfolio?

4.6.3.

If yes, how many different types of contracts do you have?

4.7.

Do you need to administrate contracts with different service provider?

4.7.1.

If yes, what is the total amount of contracts in your portfolio?

4.7.2.

If yes, how many different types of contracts do you have?

4.8.

Do you need effective contract mangement functions - contract renewals?

4.9.

Do you need effective contract mangement functions - contract notice?

4.10.

Do you need effective contract mangement functions - reminder management?

Maintenance and repair

5.1.

Do you conduct planned and/or unplanned maintenance processes?

5.2.

Are maintenance activities conducted by external services partners?

5.3.

Are maintenance activities conducted by internal departments?

5.3.1.

If you plan regular operations do you plan inspections and/or audtis?

5.3.2.

If yes, what kind of inspections and/or audtis do you plan?

5.3.3.

If you plan regular operations do you plan maintenances?

5.3.4.

If yes, what kind of maintenances do you plan?

5.3.5.

If you plan regular operations do you plan soft services (e.g. cleaning, garden keeping)?

5.3.6.

If yes, what kind of soft services do you plan?

6
6.1.

Investment and construction

Do you need to effectively plan and control real estate investments?

6.1.1.

If yes, how many investment projects do you manage in a year?

6.1.2.

If yes, what is the total amount of your investment projects?

6.2.

Do you need to control the depreciation and amortization of land or buildings?

6.3.

Do you need to adjust your real estate portfolio to altered conditions?

6.3.1.

If yes, do you expand your real estate portfolio by purchase?

6.3.2.

If yes, do you adapt your real estate portfolio by selling?

6.4.

Do you need to effectively manage your construction projects in terms of costs?

6.4.1.

If yes, how many construction projects do you manage in a year?

6.4.2.

If yes, what is the total amount of your construction projects?

6.5.

Do you have long-running construction projects?

6.5.1.

If yes, do you have various business transactions that arise with several different business
partners, such as the sold-to party, suppliers, and subcontractors?

6.5.2.

If yes, are partial invoices created, including retention amounts and additional costs?

6.5.3.

If yes, are reversal and corrections of postings needed in combination with final invoices?

6.6.

Do you need efficient controlling of your real estate for the costs and revenues?

6.7.

Do you need practical reports about your property objects?

state Management rapid- deployment

tion

ary 2012
All rights reserved

<ENTER NAME HERE>

<ENTER DATE HERE>
<ENTER NAME HERE>
<ENTER EMAIL ADDRESS HERE>

Answer / Comments / Reference to a separate document

Business rules for SAP Real Estate Management ra

V2.0 Januar 2012

2010
2010 SAP
SAP AG.
AG. All
All rights
rights reserved
reserved

Business Processes/Scenarios

Building Block / Role

Customer
Project Lead

Property
Manager

Facility
Manager

IT Manager

General

Yes

No

No

Optional

IT Landscape

No

No

No

Yes

Lease and
Space
Management

No

Yes

No

No

Maintenance &
Repair

No

No

Yes

No

Investment &
Construction

No

No

Yes

No

<Business
Process/Scenar
io>

Select Here...

Select Here...

Select Here...

Select Here...

gement rapid-deployment solution

2
ss reserved
reserved

/ Role
e.g. Service e.g. Service
Employee
Manager
Select Here...

Select Here...

Select Here...

Select Here...

Select Here...

Select Here...

Select Here...

Select Here...

Select Here...

Select Here...

Select Here...

Select Here...

Comments (highlight client's scope)

Options list for SAP Real Estate Management rapid-deployment solution

V2.0 Januar 2012
2010 SAP AG. All rights reserved

Options

Lease and Space Management

Your Selection

Your comments or links

Completed By

1.1

In which controlling area should real estate

management be activated?

<Choice #1>

This is required because...Without this....

<Name>

1.2

To which company code should the real estate object

be assigned?

<Choice #1>

This is required because...Without this....

<Name>

1.3

Which chart of accounts does the company use?

<Choice #1>

This is required because...Without this....

<Name>

1.4

What are the account symbols, which are in use?

<Choice #1>

This is required because...Without this....

<Name>

1.5

Which account group should be assigned to the

customer?

<Choice #1>

This is required because...Without this....

<Name>

1.6

Which account group should be assigned to the

Vendor?

<Choice #1>

This is required because...Without this....

<Name>

1.7

Which are the G/L-accounts for document splitting?

<From . to ..>

This is required because...Without this....

<Name>

1.8

What are the default settings for primary cost

elements - costs?

<Choice #1>

This is required because...Without this....

<Name>

2.0

What is the number assignment for the business

entity?

<From . to ..>

This is required because...Without this....

<Name>

2.1

What is the number assignment for buildings?

<From . to ..>

This is required because...Without this....

<Name>

2.2

What is the number assignment for properties?

<From . to ..>

This is required because...Without this....

<Name>

2.3

What is the number assignment for rental objects?

<From . to ..>

This is required because...Without this....

<Name>

2.4

Which settlement profile is in use?

<Choice #1>

This is required because...Without this....

<Name>

2.5

What is the number assignment for contracts?

<From . to ..>

This is required because...Without this....

<Name>

2.6

To which functional area should the real estate object

be assigned?

<Choice #1>

This is required because...Without this....

<Name>

2.7
2

To which field status group should the real estate

object be assigned to?

<Choice #1>

This is required because...Without this....

<Name>

Maintenance and Repair

2.1

Which plant is relevant for the real estate objects?

<Choice #1>

This is required because...

<Name>

2.2

Which chart of accounts does the company use?

<Choice #1>

This is required because...Without this....

<Name>

2.2

Which planning plant is relevant for the real estate

objects?

<Choice #1>

This is required because...

<Name>

2.2

Which settlement profile is in use for posting the

order?

<Choice #1>

This is required because...

<Name>

Investment and Construction

3.1

To which company code should the real estate object

be assigned to?

<Choice #1>

This is required because...Without this....

<Name>

3.2

Which settlement profile is in use for asset

accounting?

<Choice #1>

This is required because...

<Name>

3.3

Which chart of accounts does the company use?

<Choice #1>

This is required because...Without this....

<Name>

3.4

Which asset class is relevant for the real estate

objects?

<Choice #1>

This is required because...

<Name>

3.5

What is the number range for real estate assets?

<From . to ..>

This is required because...Without this....

<Name>

3.6

Which account determination is relevant?

<Choice #1>

This is required because...

<Name>

ssss

Page 17