HIGHPOINT CONSULTING RESPONSE TO MARICOPA COUNTY COMMUNITY COLLEGE DISTRICT

Transcription

1 HIGHPOINT CONSULTING RESPONSE TO MARICOPA COUNTY COMMUNITY COLLEGE DISTRICT RFP ORACLE/PEOPLESOFT ENTERPRISE SYSTEMS CONSULTING AND RELATED SERVICES PROPOSAL CLOSING DATE: 3:00 P.M. (LOCAL TIME), MARCH 2, 2010 March 2, 2010

2 Mr. Keith Killourie, Buyer III Maricopa County Community College District 2411 West 14th Street Tempe, Arizona, Reference: RFP Oracle/PeopleSoft Enterprise Systems Consulting and Related Services Dear Mr. Killourie: HighPoint Consulting is pleased to provide this proposal response to your Request for Proposal Number Oracle/PeopleSoft Enterprise Systems Consulting and Related Services. Today's economic environment requires a high-value, high-quality partnership with an experienced consulting firm that is focused and committed to success in higher education. With over 3 decades of leadership in higher education, HighPoint Consulting is in a unique position to lead the Maricopa County Community College District through and beyond its Oracle technology transformation. HighPoint Consulting understands that the service-level expectations of students, faculty, and higher education constituents are more demanding today than they were even 5 years ago. HighPoint Consulting has extensive experience delivering value-driven solutions that address the evolving needs of community colleges and universities. At HighPoint Consulting, we ve helped many institutions of higher learning to successfully implement and adopt new business processes and Oracle technologies to better enable them to meet and exceed the higher expectations of today s market demands. With this proposal response, we look forward to continued success and an expansion of our existing relationship with the Maricopa County Community College District. For all future communications and questions related to this proposal response, please contact me at gamalor@highpointconsulting.com or via telephone at Thank you very much! Sincerely, George Amalor, Managing Partner Maricopa County Community College District RFP P a g e

3 TABLE OF CONTENTS Section 1: Company Overview:... 4 Company Background:... 4 Oracle Technology Solutions Delivery in Higher Education... 4 Why Lead With HighPoint Consulting:... 4 Team Structure, Project Roles & Responsibilities:... 6 Scope of Work, Deliverables & Timeline:... 7 Our Project Methodology:... 9 Section 4: Proposal Requirements Section 4.2: Specific Requirements Section 5: Scope of Work Detailed Scope of Work Section 7: Respondent Questionnaire Section 7.1: Description of Firm/Personnel Section 7.2: Past Experience Section 7.3: Products or Services Available Section 8: Pricing Schedule Section 9: Signature Page Attachment B: Bidder s Statement Attachment C: Non-Disclosure Agreement Attachment D: Representative Resumes Attachment E: Partnership Descriptions TransAmerica Training Management Collaborative Solutions Attachment F: 2008 Tax Information Maricopa County Community College District RFP P a g e

4 SECTION 1: COMPANY OVERVIEW: COMPANY BACKGROUND: HighPoint Consulting was founded on the premise that many organizations have a need for consulting services that are driven by their specific organizational goals and provided by consultants that functionally understand industry best practices and how these best practices can be implemented to help organizations succeed. HighPoint Consulting was built, and has flourished, around the concept that clients should be provided with certain service level guarantees to mitigate the risks of not meeting predetermined operational and ROI goals. At HighPoint Consulting, we put the client first and believe organizations should expect more from their consultants. HighPoint Consulting helps organizations achieve their objectives by providing business process redesign and Information Technology consulting services designed to help our clients succeed. Our goal is to establish long-term relationships with our clients by offering products and services that help clients achieve and surpass their operational objectives and succeed in today s hyper-competitive environment. ORACLE TECHNOLOGY SOLUTIONS DELIVERY IN HIGHER EDUCATION HighPoint Consulting has extensive experience delivering value-driven solutions that address the evolving needs of community colleges and universities. The service-level expectations of students, faculty, and third party providers are more demanding today than they were even 5 years ago. At HighPoint Consulting, we ve helped many institutions of higher learning to successfully implement and adopt new business processes and Oracle technologies to better enable them to meet and exceed the higher expectations of today s market demands. WHY LEAD WITH HIGHPOINT CONSULTING: Our Experience with Maricopa County Community College District HighPoint Consulting s experience with the Maricopa County Community College District gives use a pride of ownership in the relationship that drives us to take the initiative to affect a positive Oracle technology transformation. HighPoint Consulting strongly believes in Maricopa s 21 st century objectives and will implement solutions to achieve them. HighPoint is an ardent supporter of the One Maricopa vision and will work towards rallying the colleges to that effect. HighPoint believes in working with the colleges directly to affect a positive transformation with their key stakeholders. The goal is to gain and establish the colleges trust and support for the projects before they go live. Maricopa County Community College District RFP P a g e

5 HighPoint has a strong knowledge of Maricopa s strengths and areas that need improvement. We have established strong working relationships with Maricopa s staff that would work side-by-side with the HighPoint consultants to ensure an on-time implementation. Our Product Knowledge and Focus in Higher Education Our consultants have strong product knowledge and would deliver innovative solutions to keep Maricopa at the forefront in student service. We focus our Oracle technology implementation practice solely in the higher education industry. This focus and experience in higher education affords our consultants credibility with our clients staff which, in turn, eases project initiation. High Value, High Quality Consulting Services Today's economic environment requires a high-value, high-quality partnership with an experienced consulting firm that is focused and commited to success in the higher education industry. HighPoint Consulting has a proven track record of exceeding our client s expectations which affords us the ability to use all of them as customer references. Our Train the End User Approach HighPoint Consulting employs a Train the End User Approach that will assist the individual colleges in becoming knowledgeable with the Oracle products. HighPoint believes in creating knowledge centers locally at the different campuses thus enabling the colleges to be problem-solvers themselves. Our Services and Product Partnership Ecosystem HighPoint Consulting is uniquely positioned to partner in services with TransAmerica Training to deploy our train the end user approach. HighPoint is also positioned to partner with Collaborative Solutions for the Oracle ebusiness Suite Financials Upgrade. Both TransAmerica Training and Collaborative Solutions are proven Oracle certified partners. A description of these companies is included in Attachment E: Partnership Descriptions. HighPoint Consulting is uniquely positioned to provide and partner in products that enhance the operation of the Oracle/PeopleSoft systems. These products are detailed in section 5.8. Maricopa County Community College District RFP P a g e

6 TEAM STRUCTURE, PROJECT ROLES & RESPONSIBILITIES: Example Project Structure Program Management Office (PMO) MCCCD Steering Committee High Point Program Lead MCCCD Campus Executives MCCCD CIO/Project Director MCCCD Project Managers High Point Project Managers Architecture & DBA Team Application Technical Team PeopleSoft Human Capital Management Upgrade Team Oracle ebusiness Suite Financials Upgrade Team PeopleSoft Campus Solutions Upgrade Team Example Client Project Roles and Responsibilities Project Role Description of Role Estimated Project Dedication Steering Committee Direction of Project, validate scope and provide direction for major project issues Project Sponsor Project Manager Facilitate communication between steering committee and project. Assist with Project direction, mission, goals. Provide project support as necessary Facilitate communication. Allocate resources. Identify and resolve issues. Manage MCCCD project on a day to day basis. Work with HighPoint Consulting Project Manager and Module leads to manage all resources assigned to the project. Escalate when necessary. 100% Provide Business knowledge of MCCCD. Identify business experts when necessary. Functional Module Leads Assist to coordinate meetings with business units. Report issues to project management. Identify training and knowledge transfer issues. 100% Business Experts Provide additional expertise to functional module leads % Technical Lead Assist consultant technical lead with the coordination of MCCCD technical resources. 100% Technical Developers Provide expertise in developing programs, and application customizations to PeopleSoft. Experience and knowledge is expected. 100% Database Administrator Manage and plan all PeopleSoft database architecture. Perform any required PeopleSoft database task. 100% System Administrator Manage and plan all system setup, architecture and administration. 50% Testing Lead Plan, coordinate and organize testing activities and plan. 100% Training Plan, coordinate and organize training activities and plan. 60% Maricopa County Community College District RFP P a g e

7 Administrator 2332 Galiano Street, 2nd Floor Communication lead Plan, coordinate and organize communication activities. 30% SCOPE OF WORK, DELIVERABLES & TIMELINE: HighPoint Consulting will provide resources and services to upgrade Maricopa County Community College District to PeopleSoft Campus Solutions, PeopleSoft Human Capital Management and Oracle ebusiness applications. Listed below is a sample of such services, milestones, deliverables and suggested timelines for PeopleSoft Campus Solutions. Similar details specific to the other applications can be provided as requested. Scope of work will entail using our custom methodology throughout 5 main project segments; Planning, Analysis, Build, Simulation, and Cut Over. During all these segments HighPoint consultants will lead or assist in the completion of each segment. We also understand clients today may have existing methodologies in place. We can easily integrate our service with your methodology. HighPoint methodology includes the following deliverables per project segment. Initiation - Establish Implementation Methodology Path: Draft Project Charter (mission, objectives, goals, meeting structure, and project organization), Initial Scope, Project weakness report and Methodology modifications. Planning - Establish Overall Project Structure: Final Project Charter (mission, objectives, goals, roles, scope, teams, meetings, project definitions, tools, risk mitigation process), Draft Project Plan with timeline, Training Strategy/Schedule, Technical Sizing, Draft Development Projections with 3 rd party applications impact, Scope change process and segment close audit report. Analysis - Application Business Analysis & Design (Fit-Gap): Fit-Gap Sessions Documentation, Initial business change documentation, Initial configuration documentation, training impact and requirements, development build matrix, migration process, environment structure, conversion strategy, design documentations, testing strategy. Build - Create/Build/Unit Test: Technical documentation, deliver interfaces, reports and modifications, end-user training plan. Simulation - Integration/System Testing Simulation Segment : Finial testing plan, produce testing results. Cut-Over - Readiness for Go-Live: Production readiness plan including: change management, support strategy, communication plan, cut over timeline. Maricopa County Community College District RFP P a g e

8 Sample Upgrade Timeline Project Segments Begin End Duration Initiation 4/6/2010 5/1/ month Planning Phase 5/1/2010 6/1/ month Analysis Phase 5/25/2010 7/31/ months Build Phase 7/13/2010 9/18/ months Test Phase 9/1/ /31/ months Cut-Over Phase: 11/2/ /11/ month Go Live Dates Date All Go Live November 2010 Maricopa County Community College District RFP P a g e

9 OUR PROJECT METHODOLOGY: E.A.S.Y. Methodology Implementations are not easy; however our methodology is based on a simple fact. No one implementation is the same. The E.A.S.Y. approach to implementations removes excessive, unnecessary and complex steps that many other companies add and sometimes charge for. Creating excessive cost, effort and adding unnecessary risks to projects. E.A.S.Y. (Effective, Adaptive, and Simple System) guides your project through all the main collaborative efforts necessary to assure success, while providing the flexibility for change that comes with every implementation. EASY first identifies project weakness and alters your project approach to compensate and resolve such risks. Before starting any project all implementations perform INITIATION in EASY. This first segment is critical and outlines the correct path or approach the project will need to use and build on. During every migration into a new project segment, EASY assessments are performed to determine project health and adopt further project changes as necessary. This method truly monitors and changes to your industry, skill sets, resources and needs. After Initiation, collaboration continues in 5 E.A.S.Y. segments; Planning, Analysis, Build, Simulation, and finally Cut Over. INITIATION 1. Planning 2. Analysis 5. Cut-Over E.A.S.Y 4. Simulate 3. Build Maricopa County Community College District RFP P a g e

10 SECTION 4: PROPOSAL REQUIREMENTS SECTION 4.2: SPECIFIC REQUIREMENTS The Proposer must provide three (3) client references. Include company name, contact name, address, updated telephone number, description of the service(s) provided, number of proposer employees involved, number of client employees involved, timeframe of engagement, and current status of the project. If the proposer was employed by another organization at the time the service provided to the client, it must be clearly stated. Client Name Contact Name Florida International University Robert Grillo, Assistant Vice President University Technology Services Address SW 8th Street, Miami, FL Updated Telephone Number Description of the service(s) provided -PeopleSoft Campus Solutions Upgrade to 9.0 -PeopleSoft Campus Solutions 9.0 Production Support -PeopleSoft Financials Upgrade to 9.0 -PeopleSoft Financials (Grants) 9.0 Implementation -PeopleSoft Financials 9.0 Production Support Number of proposer employees involved 6 Number of client employees involved 35 Timeframe of engagement 12/2007 Current Date Current status of the project -Live on PeopleSoft Campus Solutions 9.0 -Live on PeopleSoft Financials 9.0 -Live on PeopleSoft Financials (Grants) 9.0 Client Name Contact Name Brigham Young University Frank Staheli, Chief Engineer Maricopa County Community College District RFP P a g e

11 Address 2114-F ITB, Provo UT Updated Telephone Number Galiano Street, 2nd Floor Description of the service(s) provided -PeopleSoft Campus Solutions 8.9 Implementation Number of proposer employees involved 2 Number of client employees involved 28 Timeframe of engagement 05/ /2007 Current status of the project -Live on PeopleSoft Campus Solutions Client Name Contact Name Address University of Arizona Marcia Chatalas, Director of Human Resources 1077 N. Highland Avenue, P.O. Box , Tucson, AZ Updated Telephone Number Description of the service(s) provided -PeopleSoft Campus Solutions & Human Capital Management (HCM) 9.0 Implementation Number of proposer employees involved 3 Number of client employees involved 20 Timeframe of engagement Current status of the project 05/2009 Current Date -Live on PeopleSoft HCM. Campus Solutions go-live this year Each Proposer must provide MCCCD with a list of all higher education institutions who have utilized their services for implementation of Oracle/PeopleSoft applications or related services. If Proposer is providing third party related services such as testing, data warehousing, reporting, directory integration or related programming support, please respond to RFP in the context of these services. Maricopa County Community College District Florida International University University of Arizona Maricopa County Community College District RFP P a g e

12 Brigham Young University *In addition, our Consultants have played a key role in several higher education institutions implementations through other Consulting firms. Such as: Arizona State University Bowling Green University Seminole Community College Each Proposer must provide MCCCD with a list of all clients who now have Oracle/PeopleSoft Campus Solutions, Oracle/PeopleSoft HCM, Oracle ebusiness Suite Financials, ERP Portal applications, in production as a result of using the Proposer s services. Florida International University University of Arizona Brigham Young University *In addition, our Consultants have played a key role in several higher education institutions implementations through other Consulting firms. Such as: Arizona State University Bowling Green University Seminole Community College Each Proposer must provide the name of the specific services lead who will be assigned to coordinate the MCCCD project(s). George Amalor, Partner Program Lead Jose Peres, Partner PeopleSoft Campus Solutions & Human Capital Management Delivery Lead Alfredo Hernandez, Director PeopleSoft Human Capital Management Delivery Lead **Ken Free, Director Oracle ebusiness Suite Financials Delivery Lead Each Proposer shall provide a representative list of resumes for people who could be assigned to the MCCCD based on the categories described below in section 5.1. Maricopa County Community College District RFP P a g e

13 HighPoint Consulting is pleased to provide representative consultant resumes in the Attachment D: Representative Resumes section of this response document MCCCD reserves the right to refuse any subcontractor the vendor offers. All resumes, work histories, etc. will be provided to MCCCD for any suggested subcontractor the same as required for any vendor. HighPoint Consulting acknowledges this statement. The representative resumes are included in the Attachment D: Representative Resumes section of this response document Each Proposer must submit copies of the Proposer's latest annual report, latest audited quarterly report, latest 10K statement, Dunn and Bradstreet ratings, and any other evidence of the Proposer's financial status. If the company is a subsidiary of another company/corporation, audited financial statements for the parent organization must be provided. Please see Attachment F: 2008 Tax Information. HighPoint Consulting s 2009 tax return is being processed Each Proposer must submit the organizational chart of the company and an organizational chart of parent, subsidiary, or subcontracting companies outlining relationships between entities. See Attachment G Each Proposer must state whether proposer, or any predecessor entity of which proposer was a part or which is now a part of proposer by merger, acquisition, or otherwise, or any officer, agent, or employee of any of the foregoing, has, to the best of the proposer's knowledge, information, or belief: HighPoint Consulting was established as and remains an independent entity Ever been the subject of any criminal investigation, prosecution, or conviction for any alleged act or omission related to the activities of said business or within the scope of their responsibilities as an officer, agent, or employee of any of the foregoing; or Ever terminated said entity's contracts or had its contracts terminated prior to the completion or normal expiration of the term thereof; or Sued or been sued for breach of contract, misrepresentation, fraud, or any form of infringement (e.g. copyright, trade secret, patent, etc.). If so, provide full details as to any such incident. The response is No for sections Maricopa County Community College District RFP P a g e

14 The vendor will be expected to sign and observe all pertinent and standard MCCCD security, data access, and non-disclosure statements as may be appropriate regarding employee data, student data, financial data, or system software, which may become accessible to the vendor. HighPoint Consulting acknowledges this requirement MCCCD encourages free and open competition. Whenever possible, specifications, proposal invitations and conditions are designed to accomplish this objective, consistent with the necessity to satisfy MCCCD s needs and the accomplishment of a sound economical operation. The Proposer s signature on this proposal guarantees that the prices offered have been established without collusion with other eligible Proposers and without effort to preclude MCCCD from obtaining the lowest possible competitive price. The award will be made to the responsible offer or whose proposal is determined to be most advantageous to MCCCD based on the evaluation factors set forth in Section 3 of this Request for Proposal. HighPoint Consulting acknowledges this requirement MCCCD reserves the right to negotiate with any and all vendors on all aspects of this RFP. HighPoint Consulting acknowledges this requirement. SECTION 5: SCOPE OF WORK DETAILED SCOPE OF WORK 5.1 Describe Proposer s services, daily and total costs associated with services by specialty or job title, resumes for individuals who could provide the services to MCCCD, and sample materials used. Special notation must be made if the Proposer plans to use a subcontractor for the provision of any or all services. Describe products that are being proposed, license fees and usage limitations, including annual maintenance costs Project Leadership: MCCCD may seek assistance in coordinating the implementation of the Oracle/PeopleSoft applications and related systems as well as future migration or upgrade efforts. Maricopa County Community College District RFP P a g e

15 HighPoint Consulting is proposing the following resources in the project leadership roles. George Amalor, Partner Program Lead 2332 Galiano Street, 2nd Floor Jose Peres, Partner PeopleSoft Campus Solutions & Human Capital Management Delivery Lead Alfredo Hernandez, Director PeopleSoft Human Capital Management Delivery Lead **Ken Free, Director Oracle ebusiness Suite Financials Delivery Lead Application Implementation: MCCCD may seek assistance in implementing additional enterprise application modules and would require set-up, configuration, and functional expertise. HighPoint Consulting has experienced and knowledgeable consultants in this area Hardware and Database Configuration: MCCCD may seek assistance in capacity planning and performance tuning of ERP applications in all tiers of the application. HighPoint Consulting has experienced and knowledgeable consultants in this area Software Development: MCCCD may seek training and assistance to implement, support, and extend the applications using PeopleTools and other Oracle-specific tools such as Forms, Reports, XML Publisher, Crystal Reports, etc. HighPoint Consulting has experienced and knowledgeable consultants in this area Related Products: MCCCD may seek assistance in the addition of related products such as electronic forms developments tools, automated/streamlines workflow, document imaging solutions that operate as ad-on products within or with the ebusiness or PeopleSoft framework. HighPoint Consulting has experienced and knowledgeable consultants in this area Testing: MCCCD may seek assistance in the development and implementation of testing ERP applications and related systems. HighPoint Consulting has experienced and knowledgeable consultants in this area Documentation: MCCCD may seek assistance in the development of technical and end-user documentation. HighPoint Consulting has experienced and knowledgeable consultants in this area. Maricopa County Community College District RFP P a g e

16 5.1.8 Training: MCCCD may seek assistance in the development and provision of end-user technical and/or functional training HighPoint Consulting has experienced and knowledgeable consultants in this area Reporting: MCCCD may seek assistance in the development and implementation of Enterprise Reporting, data warehousing, and Decision Support Systems. HighPoint Consulting has experienced and knowledgeable consultants in this area Directory Integration: MCCCD may seek assistance in the development and implementation of Directory Integration between the Enterprise application and Maricopa central directory system. HighPoint Consulting has experienced and knowledgeable consultants in this area Portal: MCCCD may seek assistance in the development and implementation of Enterprise Portal Solutions. HighPoint Consulting has experienced and knowledgeable consultants in this area Enterprise Management: MCCCD may seek assistance in the deployment and operation of enterprise management tools. HighPoint Consulting has experienced and knowledgeable consultants in this area. 5.2 Maricopa assumes the assignment of internal resources. Describe what process you will use to train these individuals in your tools and preferred methodologies. HighPoint Consulting will impart the industry best practices knowledge to staff. HighPoint Consulting will involve staff every step of the way. 5.3 Describe any experience implementing major software applications within a higher education organization, including the name of the organization, the application/s (including vendor/s) implemented; the project timelines, and the extent of involvement by the Proposer. This information is provided in section 4, more specific details can be provided as requested. Maricopa County Community College District RFP P a g e

17 5.4 Describe the extent of experience by the Proposer with People Tools, SQR, PL/SQL, Java, Application Engine, COBOL, Workflow, SOA, Oracle/PeopleSoft Student Administration and/or HCM, ebusiness Suite, or any other products relevant to this RFP. HighPoint resources are well experienced in all of Oracle technology and application offering. HighPoint also has strategic alliances in place to supplement its knowledge base. 5.5 Describe the length of time the Proposer has been in business as the entity responding to this RFP. HighPoint Consulting has been in business for 3 ½ years as the entity responding to this RFP. 5.6 Describe the number, experience, and specialties of the Proposer s staff dedicated to the PeopleSoft or ebusiness practice. Please include resumes of potential proposed staff. Please refer to the attachments section under the header Partnership Descriptions Collaborative Solutions. 5.7 Describe what facilities and staff, if any, are permanently located in the Phoenix, Arizona metropolitan area. HighPoint Consulting employs two (2) persons in the Phoenix, Arizona metropolitan area. 5.8 Describe any products within the Oracle or PeopleSoft environments that you may be able to offer MCCCD to enhance the operation of their Oracle/PeopleSoft systems. 1. HighPoint Project Dashboard Project Dashboard is an integrated solution which leverages PeopleSoft technology and provides a centralized fit-gap workflow process, development tracking, issue management, object migration, and audit tracking. Facilitating and automating the most difficult segments in projects. 2. HighPoint Campus Mobile Apps Campus Mobile Apps uses the latest web technology and leverages PeopleSoft web services to provide faculty and students many of the same features online but on their phones, and mobile devices. Students can check their grades, class schedules, shopping cart and enroll in classes. Faculty can enter and post their grades or make changes, look up their teaching schedules. 3. HighPoint Message Center Message Center was designed and built to expand past the limitations of the PeopleSoft 3C framework. Message center leverages PeopleSoft s delivered Student Center to provide organizations with direct communications with students and faculty in a secure, cost-effective manner. Maricopa County Community College District RFP P a g e

18 4. HighPoint Security Management Dashboard Security Management Dashboard is an invaluable tool for project implementations. One of the biggest challenges in deployment is security. Getting it right, managing row level security, being able to audit changes and efficiently being able to make changes as needed are significant hurdles in every project. 5.9 Specify the process Proposer will use to communicate organizational changes that impact these services to MCCCD. Multiple methods would be used in deploying organizational changes. During the project different vehicle such as direct communications, within training sessions, website, printable materials, strategic marketing and other options would be reviewed to determine best approach Provide the maximum percentage price increase for years two to five as compared to year one. HighPoint will make all possible attempts to maintain cost at same levels from it s most recent proposals. However in the possibility that a rate increase must be made HighPoint will take all possible steps to ensure MCCCD would be involved and alternatives are discussed Maricopa prefers that the Proposer provide workstations and administrative support for their own employees. The HighPoint consultants will have their own laptops. MCCCD will provide administrative supplies and workspace for the consultants when onsite Documentation and all deliverables resulting from this contract shall remain the property of MCCCD. HighPoint Consulting acknowledges this statement. SECTION 7: RESPONDENT QUESTIONNAIRE Provide all requested information. Failure to provide required information may cause the proposal to be deemed non-responsive. SECTION 7.1: DESCRIPTION OF FIRM/PERSONNEL A. Describe your firm and your specific experience and history for the past 10 years, including a list of clients by type and name of institution, location and types of services provided. In the Higher Education arena, HighPoint Consulting has provided exceptional consulting services to the following clients: Maricopa County Community College District RFP P a g e

19 Florida International University (Miami, FL) o Project Management, Functional and Technical Consulting services in PeopleSoft Campus Solutions, Human Capital Management and Financials. University of Arizona (Tucson, AZ) o Project Management, Functional and Training Consulting services in PeopleSoft Campus Solutions and Human Capital Management. Maricopa Community College District o Project Management, Functional and Technical Consulting services in PeopleSoft Campus Solutions. Brigham Young University. o Functional and Technical Consulting services in PeopleSoft Campus Solutions. Seminole Community College Bowling Green State University B. Identify the key staff (exclusive of support or administrative staff) in the firm who will have primary responsibility for work under this contract. George Amalor, Partner Program Lead Jose Peres, Partner PeopleSoft Campus Solutions & Human Capital Management Delivery Lead Alfredo Hernandez, Director PeopleSoft Human Capital Management Delivery Lead **Ken Free, Director Oracle ebusiness Suite Financials Delivery Lead i. Describe their current responsibilities with the firm George Amalor, Partner. Jose Peres, Partner. Alfredo Hernandez, Director. **Ken Free, Director. ii. Describe the role each will play if a contract is awarded to the firm Maricopa County Community College District RFP P a g e

20 Jose Peres will be the Project Manager for the Campus Solutions and Human Capital Management upgrades. He will be assisted by Alfredo Hernandez on Human Capital Management and George Amalor on Campus Solutions. iii. Provide a resume of each individual who would be working on the contract, if awarded, including: Please see representative resumes in Attachment D: Representative Resumes. 1. Their length of service with the firm George Amalor 3 ½ years Jose Peres 1 year Alfredo Hernandez 2 month. 2. Their education and specific experience in the field and relevant clients that they have served as a financial advisor in the last five years Please see representative resumes in Attachment D: Representative Resumes. 3. Other information that demonstrates specifically that the key personnel assigned to this contract have the skills and experience to successfully perform the duties required under the scope of work. All the projects that have been managed by our senior management have been completed successfully on-time and under budget. iv. Provide an organization chart for the firm. We have other employees that have delivered exceptional service to our clients. Our employees have played a key role in several implementations and have vast implementation experience. Provide any additional information that substantiates that the firm has other capacity or staff to perform the scope of duties, above and beyond identified key personnel. The information has been provided throughout this response. SECTION 7.2: PAST EXPERIENCE Maricopa County Community College District RFP P a g e

21 A. Give the names, addresses, and telephone numbers of at least three (3) current professional client references that you currently have under contract. Robert Grillo, Assistant Vice President Florida International University SW 8 th Street, Miami, FL Marcia Chatalas, Director of Human Resources University of Arizona 1077 N. Highland Avenue, P.O. Box , Tucson, AZ Gary Nusbaum, Assistant Director Maricopa County Community College District Maricopa County Community College District Address: 2419 West 14 th Street, Tempe, AZ B. List all comparable work in the past 10 years. Identify the timing, type and size of each of these engagements along with the name, location and type of institution and your role. This information is provided in section 4, more specific details can be provided as requested. C. In the past 5 years, has your firm been involved in or currently under formal investigations or informal inquiries from any federal or state regulatory agency. If so, please disclose the nature of the investigation and/or inquiry and its current status. No. SECTION 7.3: PRODUCTS OR SERVICES AVAILABLE A. Explain why you feel your company should be awarded the contract. Customer success is always first and foremost, Timeline driven consultants with strong skill sets and high integrity We feel that Maricopa should expect more from its consultants and we do that. B. Confirm or qualify your ability to provide each element of Section 5 "Scope of Work. Maricopa County Community College District RFP P a g e

22 These services have been provided by our company and resources in previous engagements successfully. C. Complete the Questionnaire to provide specific information about the services that may be provided. This information has been provided in other sections of the document. D. Describe your technological resources and how they can be used in support of the services you can provide. Our technical resources have supported functional and management staff in identifying technical issues, creating technical documentations, troubleshooting issues and providing technical solutions. E. List any additional information about your firm and personnel that would demonstrate the firms qualifications to provide requested services. HighPoint Consulting staff s only proven resources that have delivered successful projects and extensive experience in their respective areas. Maricopa County Community College District RFP P a g e

23 SECTION 8: PRICING SCHEDULE Hourly Rate Hourly Rate Hourly Rate Type of Service Hours Hours 1,000 + Hours Project Manager... $ 175 $ 175 $ 175 Functional Resource... $ 160 $ 160 $ 160 Technical/ Programming Resource... $ 150 $ 150 $ 150 Database Resource... $ 175 $ 175 $ 175 Tuning Resource... $ 175 $ 175 $ 175 End User Training Resource... $ 130** $ 130** $ 130** Products... Please Include description of products, and both license and Annual Maintenance costs * *Rate is specific to using Consulting services to provide training. HighPoint and TransAmerica can also provide Oracle University training onsite or at a Certified location. Cost would be specific to course selected. * Maricopa strongly prefers rates be inclusive of all travel and per Diem. If the Proposer insists that travel and per diem be additional billable items, they MUST comply with Maricopa s travel & per diem policies and allowances. (See Attachment A) Maricopa County Community College District RFP P a g e

24 SECTION 9: SIGNATURE PAGE Pursuant to Arizona Revised Statutes & , proposer certifies that it does not have a scrutinized business operation in either Sudan or Iran. SIGNATURE PRINTED NAME George Amalor TITLE Managing Partner COMPANY HighPoint Consulting ADDRESS 2332 Galiano Street, 2 nd Floor CITY, STATE, ZIP Coral Gables, FL TELEPHONE FAX NUMBER gamalor@highpointconsulting.com Is your firm a: ( X ) Corporation* ( ) Partnership ( ) Individual ( ) Joint Venture * If a corporation, answer the following: (a) Where incorporated: State of Florida (b) Date incorporated: 03/06/2006 (c) Have your Articles ever been suspended or revoked? ( ) Yes ( X ) No If yes, when, for what reason, and when were they reinstated: Has your firm or its parent or subsidiaries ever been debarred or suspended from providing any goods or services to the Federal Government or other public entities? No If yes, when, for what reason, and when were they reinstated: Not Applicable Maricopa County Community College District RFP P a g e

25 ATTACHMENT B: BIDDER S STATEMENT Interested Bidders are asked to review and provide, as completely and accurately as possible, a written response on each applicable section below: TYPE OF BUSINESS ORGANIZATION Please check the appropriate box (es). The Bidder represents that it operates as: X A CORPORATION incorporated under the laws of the State of Florida An INDIVIDUAL A PARTNERSHIP A NON-PROFIT ORGANIZATION A JOINT VENTURE Federal Employer Identification Number: PARENT COMPANY and IDENTIFYING DATA A "parent" company, for the purposes of this provision, is one that owns or controls the activities and basic business policies of the Bidder. To own the Bidding company means that the "parent" company must own more than 50 percent of the voting rights in that company. A company may control a Bidder as a "parent" even though not meeting the requirements for such ownership if the "parent" company is able to formulate, determine or veto basic policy decisions of the Bidder through the use of dominant minority voting rights, use of proxy voting or otherwise. The Bidder: IS X IS NOT owned or controlled by a "parent" company If the Bidder IS owned or controlled by a "parent" company, Bidder shall provide the name, address, phone and fax numbers, and Federal I.D. No. of the company. Maricopa County Community College District RFP P a g e

26 ATTACHMENT B Private Business Contracts BIDDER REFERENCES MCCCD requires a minimum of three (3) current and local references for which you are providing same or similar products and services specified herein. Please indicate below the businesses for which you have provided such during the past two (2) years: 1. Company Name: Maricopa County Community College District Address: 2419 West 14 th Street, Tempe, AZ Phone #: Fax #: Contact Person: Gary Nusbaum, Assistant Director Contract Period: From: 01/2009 To: Current Date Describe Services: PeopleSoft Campus Solutions Reimplementation of Financial Aid 2. Company Name: University of Arizona Address: 1077 N. Highland Avenue, P.O. Box , Tucson, AZ Phone #: Fax #: Contact Person: Marcia Chatalas, Director of Human Resources Contract Period: From: 05/2009 To: Current Date Describe Services: PeopleSoft Campus Solutions & Human Capital Management 9.0 Implementation 3. Company Name: Florida International University Address: SW 8 th Street, Miami, FL Phone #: Fax #: Contact Person: Robert Grillo, Assistant Vice President University Technology Services Contract Period: From: 12/2007 To: Current Date Describe Services: PeopleSoft Campus Solutions Upgrade to 9.0, PeopleSoft Financials 9.0 Implementation, and Campus Solutions & Financials Production Support 20

27 ATTACHMENT B BIDDER REFERENCES (continued) Federal, State or Other Political Subdivision Contracts MCCCD is also interested in speaking with public agencies or educational institutions for whom you have provided such products and services covered herein: 1. Company Name: Florida International University Address: SW 8 th Street, Miami, FL Phone #: Fax #: Contact Person: Robert Grillo, Assistant Vice President University Technology Services Contract Period: From: 12/2007 To: Current Date Describe Services: PeopleSoft Campus Solutions Upgrade to 9.0, PeopleSoft Financials 9.0 Implementation, and Campus Solutions & Financials Production Support 2. Company Name: Brigham Young University Address: 2114-FITB, Provo, UT Phone #: Fax #: Contact Person: Frank Staheli, Chief Engineer Contract Period: From: 05/2006 To: 08/2007 Describe Services: PeopleSoft Campus Solutions 8.9 Implementation 3. Company Name: University of Arizona Address: 1077 N. Highland Avenue, P.O. Box , Tucson, AZ Phone #: Fax #: Contact Person: Marcia Chatalas, Director of Human Resources Contract Period: From: 05/2009 To: Current Date Describe Services: PeopleSoft Campus Solutions & Human Capital Management 9.0 Implementation 21

28 ATTACHMENT B BIDDER'S STATEMENT (continued) ADDITIONAL BUSINESS INFORMATION Standard Business Hours 1. Days of week available for services: Monday - Friday 2. Business hours of operation: 7:00am 7:00pm EST, flexible to customer needs 3. On-call/Emergency service hours: 24 hours 7 days/week Phone Number(s): Web Address: consulting.com FAX Number: General Information 4. Business License Number: Number of years in business under current name: 4 years 6. Number of offices in the State of Arizona: 0 7. Business Classification (check applicable category) Minority Owned Business (MBE) Application in-process Woman Owned Business (WBE) Not Applicable Does your firm hold this certification from any other agencies or companies? No: X Yes: With Whom? 22

29 ATTACHMENT B 2332 Galiano Street, 2nd Floor ADDITIONAL BUSINESS INFORMATION (continued) 8. Name and address of office assigned to handle the MCCCD account: Coral Gables, Florida Office, 2332 Galiano Street, 2 nd Floor 9. Account Manager Information: Name: George Amalor Phone: Pager: Contractors License Number(s): TYPE NUMBER Consulting Services Do you ever sub-contract any of your services? NO X YES If YES, which services?: Oracle PeopleSoft Technology Implementation, Upgrade, and Production Support. ATTACH ADDITIONAL SHEETS IF NECESSARY TO FURTHER DESCRIBE THE EXPERIENCE AND QUALIFICATIONS OF YOUR FIRM FOR PROVIDING THE PRODUCTS/SERVICES UNDER THE CONTRACT. 23

30 ATTACHMENT C: NON-DISCLOSURE AGREEMENT MCCCD STUDENT INFORMATION SYSTEM NON-DISCLOSURE AGREEMENT George Amalor Name March 2, 2010 Date Managing Partner Job Title HighPoint Consulting Company Name I, George Amalor, agree that when given access to the Maricopa County Community College District Student Information System (SIS) database or file, I will not reveal or attempt to reveal any individually identifiable information furnished, acquired, retrieved, or assembled by me in connection with the SIS database for any purpose; I will not disclose to the public or otherwise, information from which a student s records could be identified; I will not permit any other person to use a SIS account or password; I will not attempt to identify individual students in the SIS database by joining that data with other data available to me; I will ensure that information extracted from the SIS database is safeguarded and stored in a location and medium not accessible to anyone else but a MCCCD authorized person; I will report any loss or breach of security to the MCCCD Purchasing Office (Attn: Ren Carlson / ) immediately; I have read and agree to be bound by the Non-Disclosure Agreement between Maricopa County Community College District and my Company. Signature / Date HighPoint Consulting Company Name 24

31 ATTACHMENT D: REPRESENTATIVE RESUMES JOSE PERES Senior Project Manager Mr. Peres has over eleven years of experience in PeopleSoft providing full-cycle implementations. He has played key project roles such as project manager, technical manager, and functional/technical lead. He has successfully deployed PeopleSoft Student Administration, PeopleSoft Human Capital Management system, and ADP HR/Payroll Enterprise Systems. Mr. Peres has recently completed deployments of HCM v9, an upgrade of Student Administration v8 to Campus Solutions version 9 and is currently deploying a full implementation of Campus Solutions v9. He has managed large functional and technical teams through business process engineering, legacy data migrations, customizations/interfaces/reports design and build, 3 rd party application integrations, system conversions, change management and business transition. He has also managed application support teams of 40+ functional/technical and consulting resources. His most recent experience includes a large public University with 9,000 employees and 40,000+ students. His background includes working for PeopleSoft where he managed multiple projects and developed country specific requirements for the Caribbean and South American Countries. With an extensive technical and functional knowledge of the Campus Solutions product and Human Capital Management system, Mr. Peres has enhanced both Student and Employee experience. Mr. Peres has excellent leadership skills and has a proven track record of effectively managing relationships between executives, project team members and users. ERP EXPERIENCE Student Administration v8 Campus Portal v8.9 UPK v2.7 Campus Solutions v9 HCM v7.5-9 ADP Enterprise v4 TOOLS EXPERIENCE Application Designer PeopleCode DataMover Application Engine Security Administrator SQR Crystal Query ADP-ReportSmith Process Scheduler Integration Broker 25

32 ADDITIONAL SKILLS Professional training and experience with HMTL, Java, PowerBuilder, Oracle, SQL, DB2, SQL Server, Mercury Software (Load Runner), Microsoft Office (Access, Project, Visio ), Computer Associates (Harvest Change Management Software), Macromedia Suite, Quest (Toad), Tidal Enterprise Scheduler. Oracle Real Application Testing, Control M Scheduler Professional EXPERIENCE Summary Project Type Software Version Modules Role PeopleSoft Campus Solutions Implementation PeopleSoft HCM Implementation PeopleSoft Campus Solutions Upgrade ADP HR Enterprise Implementation 9.0 Admissions, Financial Aid, Campus Community, Student Financials, Student Records, Academic Advising 9.0 Administer Workforce, Payroll, Benefit Administration, Time and Labor, Employee Self Service 9.0 Student Records, Campus Community, Admissions, Student Financials, Financial Aid, Campus Portal 4 Employee Administration, Base Benefits, U.S. Payroll, TimeSaver Go Live Project Manager Go Live Project Manager Project Manager Technical Project Manager PeopleSoft Student Administration Support & Legacy Systems 8SP1 Student Records, Campus Community, Associate Director Technology 26

33 Admissions, 2332 Galiano Street, 2nd Floor PeopleSoft Student Administration Implementation Student Financials, Financial Aid 8.0 Student Records, Campus Community, Admissions, Student Financials, Financial Aid TECHNICAL PROJECT MANAGER PEOPLESOFT HCM 8 PEOPLESOFT HCM 8 Administer Workforce, Base Benefits, Payroll Administer Workforce, Base Benefits, Payroll, Time & Labor PEOPLESOFT PROJECT MANAGER PEOPLESOFT PROJECT MANAGER PEOPLESOFT HCM PEOPLESOFT HCM 7.5 Payroll Payroll Expert 7.5 Administer Workforce, Base Benefits, Payroll PeopleSoft Project Manager Professional Experience University of Arizona Go Live Project Manager PeopleSoft Human Capital Management v9 and Campus Solutions v9 Created Deployment and Cut Over timeline. Worked with Human Resources Director to identify project risks. Participated in independent audit reviews of project. Managed timeline and activities throughout the deployment schedule. Coordinated deployment activities across all departments and groups (functional, technical, support desk, infrastructure, operations, network, systems management). Created Load and Performance plan. Identified, and built load scripts with Oracle Real Application Testing software. Created University support plan including using Remedy as the new ticket system across all groups. Assisted help desk in preparation for go live. Drafted Change Management process for post go live support. Drafted object migration path. Understanding process would need to support both a production/fix path and a continuous project development cycle. Drafted naming convention for interface file repository. 27

34 Assisted with the transition from Legacy batch process to PeopleSoft batch cycle and retirement of legacy processing. Gathered and coordinated nightly production jobs for PeopleSoft. Led Post Go live meetings with management team to review daily status, identify issues and steps to mitigate. Florida International University Project Manager PeopleSoft Campus Solutions v9 Upgrade Project delivered ahead of Schedule and on budget Responsible for 2 million dollar budget. Managed all aspects of Project including contract negotiations with vendors, created project plan, organize functional/technical and community teams. Determined all project & technical procedures and policies Determined Integration to other in house applications and 3 rd party systems. T2 Parking, Library, Account Management, ADP, Financials, Housing, Bank of America, Cashnet, Cybersource, Touchnet, Hobsons, RunnerTechnologies Reduced customizations from 600 to 300. Determined which items to re-engineer or implement new product delivered features. Work with community departments and project team to train and roll out new business procedures and functionality. Oversee transition and communication plan Develop Oracle UPK product for end user training. Assure all Board of Governor reporting and statistical requirements are maintained Serve on appropriate campus technology committees to ensure that Campus needs are included in the overall project planning Cultivate and maintain relationships with appropriate campus entities and individuals to ensure effective planning in the larger academic community and facilitate speedy resolution to campus/department issues Technical Project Manager ADP Human Resources, Payroll, TimeSaver v4 Implementation Manage all technical project resources Responsible for all interface, conversion and State Reporting requirements throughout the life cycle of the project (Design, Build, Test, Deploy) Design interface strategy and new procedures for processing of interfaces Work with State Offices to transition from legacy interfaces and systems Design Conversion strategy to migrate legacy data to ADP system Create file transfer process and batch schedule for interfaces Assist, review and approve developers with development of customizations and interfaces Assure all State transition steps are accounted for (42 total Interface/customizations) Migrate all State Board reporting requirements to new product Design PeopleSoft Pages, tables and SQRs to processes/review HR data before transmitting to State. Data used for University funding based on numerous requirements (FTE s, courses, salary, course load, effort, budget, employee types ) Reviewed and Approved all customizations and interface designs, build and testing. 28

35 Group Manager Student Administration v8 & Legacy Systems Created support structure, policies and procedures for new PeopleSoft Student System. Organized and managed support team of 20 individuals. Prioritize, and support all modules in Student Administration Design new requirements, fix issues with current customizations (Online, Peoplecode, SQR s.) Designed customizations to house Student Data requirements for State of Florida reporting. Created phased approach of enhancements during year to facilitate reporting. Support office of institutional effectiveness and planning for all local, county, state, and federal data requirements. Managed team budget of 1.2 million. Technical Project Manager, Student Administration v8 Implementation Responsible for all Development activities and requirements across all modules. Participated in Business design sessions for all modules Responsible for setting up all standards, migration procedures, patch and fix strategy. Direct, Organize and plan all efforts required for Development and Conversion. Managed a team of 22 Programmers. Purchased all necessary development support software and tools. Worked with 3 rd party vendors such as Touchnet, FirstLogic, AdminM to integrate into PeopleSoft. Managed $1.2m Development Budget and timeline for SA Application. 400 total system modifications (Some samples include: Automated Duplicate Cleansing Process, Integration of Law Admissions system with PeopleSoft, Integration of SF to PeopleSoft Financials, Setup of Sevis, Setup of First Logic Address validation, Touchnet Credit card processing, setup of Pre-reqs and Co-reqs..) Major Venezuelan Government Bank Project Manager, PeopleSoft Human Capital Management v8 Managed a team of Human Resource developers and users. Created complete scope, time line, budget and activities for implementation. Organized all procedures and team members activities throughout Project timeline. Reviewed and addressed all activities weekly. Created SQRs for data conversion. Programs were created to instantly drop and load all base table information. Created SQR reports. Assisted with the creation of Crystal Reports. Created and assisted with various application modifications using PeopleSoft Tools. Assisted on U.S. Payroll analysis for implementation. Provided Technical environment plan. Created various auditing scripts/sql to maintain security. Provided technical and functional assistance. 29

36 3 rd Largest Manufacturer in Dominican Republic Project Manager, PeopleSoft Human Capital Management v8 Manage a team of Human Resource and Payroll developers and users. Created complete time line and scope for implementation. Provided Hardware Sizing Analysis. Reviewed Hardware budget and created purchase Plan. Created Environment Guide lines. Organized all team training. Analyzed current business structure and determined gap analysis. Organized all procedures and team members activities throughout Project timeline. Reported to client executive and sponsors. Created all designs and build for complete governmental tax regulation requirements. Using PeopleTools, SQR and Application Engine. Jamaica Public Services Principal Consultant, HRMS 7.5 (HR, Payroll, Benefits) Participated on team as Payroll specialist. Created SQR tax routines for country specific regulations (including new tables, panels and SQR routines). Guided data migration of payroll into current live production HRMS. Provided payroll and HR support. 2 nd Largest Bank in Dominican Republic Project Manager, HRMS 7.5 (HR, Payroll, Base Benefits) Managed a team of Human Resource and Payroll developers and users. Created complete time line for implementation. Analyzed current business structure and determined gap analysis. Organized all procedures and team members activities and responsibilities. Complete Implementation life cycle plan Lead Business Analysis Gap analysis all modifications and customization designs System Configuration and Mapping Distribute and Organize Work to Team Members Assist Team Members and Voice recommendations to top management Created design documents & build for all non-supported PeopleSoft functions and/or modifications. This includes all unsupported non-u.s. tax regulations and other processes which required modifications/additions to tables, panels, menus, SQR's and Cobol s. 30

37 ALFREDO HERNANDEZ Project Manager Mr. Hernandez has served multiple fortune 500 companies, higher education institutions and local governmental entities in multiple capacities helping them achieve their organizational objectives. Over the past 15 years, he has been a key player in over 7, full life-cycle PeopleSoft Implementations. Mr. Hernandez had a key role in a recent PeopleSoft 9.0 Financials Upgrade & Grants Suite implementation which included the General Ledger, Contracts, Project Costing, Purchasing, Grants, Billing and Accounts Receivable modules. He also has extensive experience implementing and integrating PeopleSoft Payroll, Human Resources and erecruit modules. He has served multiple roles across all his implementation experience that is sure to add value in every phase of an implementation/upgrade. Mr. Hernandez has experience working with the PeopleSoft Grants Suite. He has an integral part of Florida International University s PeopleSoft 9.0 Grants Management Implementation acting as the Conversion Lead on the implementation and providing them with extensive production support of the modules after the implementation. He also has years of experience in all PeopleSoft HCM Modules. He has served as a Project Manager, Functional Lead and multiple other Lead roles on HCM projects throughout his extensive consulting career. Mr. Hernandez is very knowledgeable in necessary integration between modules and how packages work together. His project roles have included Project management, Testing Lead, Technical Lead and Production Support Lead. His experience in all phases of system implementations enable him to function effectively in any project phase while not losing sight of what is needed for the upcoming project phases. EDUCATION University of Florida B.A., Economics Gainesville, FL Florida International University M.B.A Miami, FL 31

38 Client Name Project Modules Role Florida International University Grants Production Support Grants/Project Costing /Contracts/Billing/AR Production Support Florida International University Grants Implementation Grants/Contracts/Billing/AR Grants/Project Costing Conversion Developer Miami-Dade County erecruit Implementation HRMS/eRecruit HRMS Configuration Technical Lead Florida International University Financials Production Support Purchasing/Accounts Payable Production Support Lead Pricewaterhouse Coopers HRMS/Payroll HRMS/Payroll/Benefits PeopleSoft Consultant Lennar Corporation Annual Review Bolt-On HRMS Functional Lead TSTT, Trinidad HRMS Implementation HRMS/Payroll/Time & Labor Functional Lead International Speedway Corporation HRMS Implementation HRMS/Payroll/Time & Labor/Benefits Project Manager Kemper National Services System For Integrated Return HRMS/Payroll INTERFACE DESIGNER Kemper National Services Disability Payment Processing Implementation Financial Aid, Student Records Conversion Lead Sunglass Hut International Financials Upgrade General Ledger/Payroll Team Lead AutoNation USA 401K Outsourcing HRMS/Benefits Team Lead Arcor/Nutrex Financials Implementation General Ledger/Accounts Payable Functional Lead ProSource HRMS Y2K Testing HRMS/Payroll/Benefits Team Lead AutoNation USA HRMS HRMS/Payroll/Benefits Conversion Lead 32

39 Client Name Project Modules Role Implementation AutoNation USA Retek Implementation Inventory Management Technical Resource 33

40 Professional Experience Florida International University PeopleSoft Production Support (07/09 to 12/10) Research and resolve PeopleSoft Financials issues identified by user community Research and resolve post-production issues related to the PeopleSoft Grants Implementation Modules Include Grants, Project Costing, Billing, Contracts Florida International University PeopleSoft Grants Implementation (10/08 to 07/09) Design and develop all conversion programs related to the PeopleSoft Grants Implementation Create Grants Conversion Approach Document Casualty Systems, Inc. Process Consultant/Project Manager (05/07 to 09/08) Re-engineered operations to decrease business process cycle times Managed all aspects of AMS360 Implementation Miami-Dade County HRMS Functional Consultant/eRecruit Technical Lead (12/05 to 03/07) Conducted all HRMS Data-Mapping Activities as they related to HRMS data being used as part of the erecruit implementation and HRMS functionality being implemented Created all technical designs for project team Managed technical resources and resource allocation Created testing strategy and System Test Approach Document Developed select customizations Florida International University Production Support Lead (10/04 to 12/05) Coordinated and managed all technical production support activities for Financials Modules Managed technical resources and resource allocation Coordinated user-testing activities for bundles and maintenance packs Pricewaterhouse Coopers PeopleSoft Consultant (11/03 to 09/04) Planned and executed various, internal HRMS/Payroll Initiatives Lead requirements gathering and functional design sessions Supervised technical design creation Coordinated project testing phase 34

41 Lennar Corporation PeopleSoft Consultant (10/03 to 11/03) Lead and managed requirements gathering Prepared Fit/Gap Analysis Prepared functional designs Telecommunication Services of Trinidad and Tobago HRMS Team Lead (10/02 to 10/03) Lead and managed requirements gathering Prepared Fit/Gap Analysis Lead Time & Labor Configuration Prepared functional designs Coordinated and managed system test activities International Speedway Corporation HRMS Team Lead (02/02 to 07/02) Lead and managed requirements gathering Prepared Fit/Gap Analysis Lead Time & Labor Configuration Prepared functional designs Coordinated and managed system test activities Kemper National Services Interface Designer (07/01 to 02/02) Created Technical Interface Designs From PeopleSoft HRMS to System for Integrated Return Developed select interfaces Kemper National Services Conversion Team Lead (10/00 to 07/01) Prepared HRMS/Payroll Conversion Approach Document & attain user-signoff Created conversion data maps Created technical conversion design documents Managed conversion development effort Developed select conversion programs Sunglass Hut International Technical Team Lead (10/99 to 04/00) Created process to functionally review all customizations. Coordinated migration of customizations to upgraded environment Coordinated unit testing of customizations AutonationUSA 401k Outsourcing Team Lead (06/99 to 10/99) Coordinated the execution of client s initiative to outsource 401K processing Designed Integration programs from 3 rd party provider s specifications 35

42 Coordinated testing between 3 rd party provider and client Arcor/Nutrex Accounts Payable/Order Management Lead (02/99 to 06/99) Configured PeopleSoft Accounts Payable and Order Management Modules Coordinated Accounts Payable Testing ProSource PeopleSoft Y2K Test Lead (12/98 to 01/99) Prepared Test Approach to test PeopleSoft HRMS/Payroll/Benefits Y2K Compliance Prepared Detail Test Plan For PeopleSoft HRMS/Payroll/Benefits Y2K testing AutoNationUSA Conversion Team Lead (01/98 to 11/98) Prepared HRMS/Payroll Conversion Approach Document Created conversion data maps Created technical conversion design documents Managed conversion development effort Developed select conversion programs AutoNationUSA Inventory Replenishment Technical Designer/Developer (08/96 to 11/97) Designed & developed customizations requested as part of Retek implantation project EDUCATION University of Florida B.A., Economics Gainesville, FL Florida International University M.B.A Miami, FL 36

43 Scott L. Hills Senior HCM Business Consultant 2332 Galiano Street, 2nd Floor Mr. Hills is a versatile well-rounded consultant with over 13 years of PeopleSoft experience, focusing heavily on the core modules of the HCM system. His experience has enabled him to provide quality service, as a functional and technical consultant, to his clients in the areas of installations, upgrade management, customization analysis and design, testing, training and system implementation. Mr. Hills has extensive project leadership experience on multiple implementation and custom development projects. Examples include; A custom ecompensation systems for multiple country implementations. (US, England, France, South Africa, Netherlands). Mr. Hills has performed in both Technical and Functional roles for implementation of PeopleSoft s Variable Compensation, Plan Salaries, ecompensation (Desktop Manager) applications. Implementations in versions 7.5x, 8.3, 8.8, and 8.9 of PeopleSoft. Responsibilities included: functional business analysis, system integration design, all technical development and coding required for implementation and customizations, workflow design and development, custom reporting (including Market Data analysis reporting), development of system enhancements, and applying delivered application fixes/bundles. Fit/Gap analysis, system setup, documentation, and end-user training also provided. Mr. Hills has participated in many full life-cycle upgrades. Mr. Hills responsibilities for upgrade projects have included; developing Fit/Gap analysis, technical scope and costing estimates. He has also been responsible for the complete technical upgrade process, conversion, coding, and development, of all HR applications, including eprofile, and Health & Safety. 37

44 PeopleSoft Product Experience Overall Functional PeopleSoft Experience Total Years Overall Technical PeopleSoft Experience Total Years Performance Management eperformance 3 Years Custom Development (Bolt-on applications) 13+ Years Health & Safety 3 Years SQR (and SQL) 13+ Years Compensation Variable Comp, Salary Planning, ecompensation. 9+ Years HR Applications 12+ Years Web / Self-Service Applications Base Benefits Benefit Administration 7 Years 3 Years 1 Years Payroll 2+ Years PeopleCode System Upgrades/ Fixes Application Engine Workflow Security Web environment/self service Development Multi-Language Development 13+ Years 11+ Years 10+ Years 10+ Years 9+ Years 10 Years 3 Years Accounts Payable 1+ Year Professional Experience PriceWaterhouseCoopers (Tampa, FL) Jan Present Enterprise systems architect / Senior Project Consultant / Project Leader (PeopleSoft v8.0, 8.8, 8.9 and, 9.0 platform Oracle). Senior Project Consultant for a PeopleSoft HRMS implementation, including custom applications, system enhancements and ongoing production support. Highlights include: Performed as a project lead on a global initiative to implement a PS 8.9 version of ecompensation. Assisting with Fit/Gap Analysis for all compensation applications as well as initial technical design sessions. (PS version 8.9). 38

45 2332 Galiano Street, 2nd Floor Assisted in technical design of an enterprise eperformance implementation. The design of the system included an offline document solution as well as the integration with a middleware system and off-line performance documents. (PS version 8.9). Successfully delivered, as a project lead, a custom ecompensation (Manager s Desktop) application to replace clients legacy Lotus Notes based Salary Planning System. Application included a highly customized version of PeopleSoft s delivered Salary Planning, Variable Compensation, and ecomp Modules combined into one system. A custom Employee s Total Compensation letter was also produced in both an electronic and hardcopy printable (.pdf) version. Personal responsibilities for this project included, in a full-cycle implementation shared with one other technical resource, Fit-Gap Analysis, Design, Development, and Testing.. (PS version 8.8) Successfully shared in project lead responsibilities to implement a custom Loans Management system. Responsibilities included design, development, data conversion, testing, and training of the Loans application from a legacy system into the existing PeopleSoft environment. Also assisted in planning and development for delivery of custom built self-service applications to client s managing partners. (PS version 8.3) Sharing responsibilities to develop a custom emanager Self-Service solution, replacing an existing Lotus notes application, for delivery with the implementation of the new PS v8.8 system. Custom development to provide solutions for managers to perform tasks that will seamlessly integrate with PeopleSoft using Workflow, approvals, and other PeopleSoft delivered technology. All transactions that affect an Employee s Job Rows are entered and processed via this custom application. Included extensive workflow design and development. (PS version 8.8) AstraZeneca Pharmaceuticals (Wilmington, DE) May 2006 Dec 2006 Senior Project Consultant Offsite Resource (PeopleSoft v8.9 platform Oracle) Project responsibilities included: Performed in a role, as a 100% offsite resource, to assist with the implementation of a new global PeopleSoft HCM system. This included a redevelopment of applications from the client s current US based system into the new 8.9 release along with new country specific development. (US, UK, and Sweden). The Williams Companies (Tulsa, OK) Aug Dec Senior Project Consultant / Project Leader (PeopleSoft v7.51 and PeopleSoft v8.3, platform Oracle). Highlights include: Development and implementation of Talent Management, Succession Planning, and Total Compensation applications for use via company s Intranet using PeopleSoft s delivered Web Client technologies. o Help to integrate Actuate and OrgPublisher, third party software reporting tools, for use with the Talent Management System. 39

46 Shared technical development responsibilities in implementing a Total Compensation / Salary Planning applications. Projects include both client/server and web development. Developed prototype applications, using PeopleSoft s HTML Access Technology, to demonstrate PeopleSoft s ability to integrate with TopTier s portal application. Included installation of HTML Access architecture and development of all application pages. Supported client s PS Health & Safety application. Assisted with client s PS8 evaluation of technical changes of new version. Assisted with Fit/Gap, technical planning, and cost budgeting evaluations to upgrade current environment to PSv8.3 Developed a Pledge Tracking System, for the client s United Way fundraising campaign, using PeopleSoft s HTML access technology. Lead in the technical development for upgrade to PeopleSoft v8.3 (from v7.51). Responsible for all aspects of upgrade for all HR applications including self-service (eprofile), Health & Safety, and all Base HR development and data conversion. Developed Fit/Gap analysis, and technical scoping/costing estimates for PeopleSoft s Health & Safety, Variable Compensation, and Salary Planning applications. Responsible for all technical aspects of project, including custom development, maintenance and troubleshooting of delivered system, technical documentation, and system and data setup. Harris Corporation (Melbourne, FL) Mar Aug Senior Technical Consultant / Project Leader (PeopleSoft v7.51, platform Oracle). As a technical consultant, Mr. Hills performed as the only technical resource for the project to implement PeopleSoft Training and Employee Self Service for deployment over company intranet with the capabilities of PeopleSoft s Workflow. Project was the client s first 3-tier application implemented (PeopleSoft v7.51, platform - Oracle). Responsibilities included: Configuration of Application Servers for use with Web Client and Workflow applications. Installed and configured software for JAVA (Web) Client and HTML Access applications in conjunction with the PeopleSoft application server and a Microsoft IIS web server. All technical design and development of modifications for implementation of PeopleSoft s Training and Employee Self Service applications Setup of PeopleSoft s Workflow architecture. Deployed the Workflow s Worklist tool as a web based Java applet utility. Developed and modified HTML Access panels with the use of HTML, ASP and JavaScript code. The Williams Companies (Tulsa, OK) May 1999 Mar Senior Business Consultant / Project Leader (PeopleSoft v7.51, platform Oracle). As a functional/technical consultant, Mr. Hills assisted in multiple development projects for the PeopleSoft HRMS system (PeopleSoft v7.5, platform - Oracle). Responsibilities included: 40

47 2332 Galiano Street, 2nd Floor Lead and completed a full cycle implementation of a PeopleSoft Health & Safety application. Responsible for the design and creation of custom data entry panels, coding of all required reports and processes (SQR), end-user training, technical documentation, and design and creation of all required interface programs for Health & Safety data with the DORN-Riskmaster system. (Claims handling application). Participated in the development of Employee Self-Service Web applications, Talent Development and Employee Career Profile, to be used with the PeopleSoft HRMS system. Washington Mutual (Seattle, WA) Nov May 1999 Business Consultant (PeopleSoft v6, platform Oracle) Mr. Hills assisted in the efforts to convert the legacy MSA system to a PeopleSoft HR and Payroll system (PeopleSoft v6.0, platform - Oracle). Responsibilities included: Developed multiple Payroll and Human Resource reports. Recreated custom reports and processes using Information Expert source code from the existing payroll system, and provided knowledge transfer and end user support for the new payroll system functionality. Used PeopleTools to create projects to migrate customizations to multiple environments. Assisted in planning, testing, and data migration tasks for the Y2K certification effort for the PeopleSoft system. Washington Public Power Supply (Richland, WA) 1998 Oct. Business Technical Consultant (PeopleSoft v6, platform SQL Server) Mr. Hills provided assistance in the final stages of the client s upgrade efforts from PeopleSoft v5.10 to PeopleSoft v7.0 (PeopleSoft v7.0, platform Microsoft SQL Server) Responsibilities included: Reengineered and developed multiple Payroll and HR reports and interfaces (using SQR and Crystal/Query) to ensure the compatibility with the upgraded system. Assisted in testing and troubleshooting the application before moving the system into the production environment. Zeneca Pharmaceuticals (Wilmington, DE) Feb Sep Business Technical Consultant (PeopleSoft v6, platform Oracle 41

48 As a technical consultant, Mr. Hills assisted in the efforts of a large conversion of payroll data into the PeopleSoft system and participated in multiple development and production support projects. (PeopleSoft v5.10, platform - Oracle) Responsibilities included: Conversion of payroll data into PeopleSoft payroll system. Performed technical duties for importing, mapping and auditing of conversion payroll data for over 3,000 new employee records. Development of SQR reports and interfaces for the Payroll, General Ledger, and Benefit Administration Systems. Arthur Andersen Technology Solutions (Sarasota, FL) July 1996 Jan Business Analyst / Developer (PeopleSoft v6, platform Sybase) As an employee responsible for functional design and technical development, Mr. Hills worked as part of a small team to implement, customize, and upgrade the PeopleSoft Accounts Payable system for three international and one domestic production sites. (PeopleSoft v5.10 v6.01, platform - Sybase) Responsibilities and accomplishments included: Lead team that applied 6.01 Application Update. Applied numerous PeopleTools and application upgrades, including Product Patches and fixes. Assisted in installation of PeopleSoft software on Database servers and setup of software on client workstations. Developed customizations for each production site related to accounting and business regulations specific to the country. Provided end-user functional support and training. Initiated training efforts for technical developers. Education Bachelors Degree in Management Information Systems from the University of South Florida, Tampa, Florida. 42

49 Peter Ho, CPA, CCM Higher Education Functional and Technical Lead Consultant Peter has over twelve years of PeopleSoft hands-on technical, functional, and project management experiences; with ten of the twelve years in higher education environment. He has successfully implemented 11 complete lifecycle and 7 upgrade and enhancement of PeopleSoft Student Administration projects. His experience includes project planning, designing, developing, implementing and customizing PeopleSoft Applications. He has the unique distinction of having implemented every module in PeopleSoft Student Administration suites as well as Financials and Distribution suite of products. Mr. Ho has extensive product knowledge of individual modules as well as the integration points among the products. Prior to consulting, he held such roles as business unit comptroller, treasurer, and information systems director. Mr. Ho has also served as a technical and functional boot-camp instructor for PeopleSoft University. He is very familiar with 9.0 version and has conducted the functionality deltas and made recommendations for 9.0 clients. PeopleSoft Product Experience Campus Community Student Records General Ledger Contributor Relations Financial Aid Accounts Payable Recruiting / Admissions Academic Advisement Purchasing 3Cs Enterprise Portal Project Costing Student Financials Accounts Receivable Asset Management PeopleSoft PeopleTools Experience Application Designer PeopleCode Application Engine Component Interface Security Administrator Object Security Mass Change Query COBOL Tree Manager Import Manager Configuration Manager SQR Integration Broker nvision 43

50 Education Amber University Master of Business Administration, Management Information Systems Louisiana State University Bachelor of Arts, Accounting/Economics Certification Certified Public Accountant Certified Cash Management Certified PeopleSoft Technical Consultant Certified PeopleSoft Student Administration Consultant Summary of Professional Experience CLIENT NAME PROJECT TYPE VERSION MODULES ROLE University of Texas Implementation PeopleSoft 9.0 Admission and 3Cs Automation, Technical Developer Interface Developments Florida A&M University Upgrade PeopleSoft 9.0 Student Financials Lead Functional Consultant The University of Southern Mississippi Upgrade PeopleSoft 8.9 Student Self-Service, Recruitment, Admissions, Sole Functional and Technical Consultant Student Records, Financial Aid, Student Financials, Advisement, Contributor Relations, and HR/Payroll Maricopa Community College System Implementation and Upgrade PeopleSoft 8.9 Admissions, Student Records, Academic Advisement, 3Cs Functional Lead / Technical Analyst University of Maine System Implementation PeopleSoft 8.9 CRM Online Marketing, Admissions Functional Lead / Technical Analyst Catholic University of America Production Enhancements PeopleSoft 8 Admissions Functional Lead / Technical Developer MiraCosta College Implementation PeopleSoft 8 Contributor Relations, 3Cs Functional Lead / Technical Developer Cornell University Upgrade Fit/Gap PeopleSoft 8.9 Campus Community, Contributor Relations, HRMS, Security Functional and Technical Advisor Frederick Community College Integration Design and PeopleSoft 8 Student Financials, Integration with General Ledger and Functional Lead / Technical Developer System Audit Accounts Payable Florida International Implementation, PeopleSoft 8 Student Financials, General Functional Lead / Technical University The University of Pennsylvania The University of Southern Mississippi Gemological Institute of America (GIA) Enhancements Ledger Implementation PeopleSoft 8 Enterprise Portal, Contributor Relations, Campus Community, 3Cs Upgrade, Implementation PeopleSoft 7.6 to 8 PeopleSoft 8.0 to 8.9 Contributor Relations, Student Financials, 3Cs, Self Service Implementation PeopleSoft 8 Contributor Relations, Campus Community, General Ledger, 3Cs Developer Functional Lead / Technical & Training Developer Functional Lead / Technical Developer Technical Lead / Functional Lead West Chester University Implementation PeopleSoft 8 Admissions, 3Cs Technical Lead / 44

51 CLIENT NAME PROJECT TYPE VERSION MODULES ROLE West Chester University Upgrade PeopleSoft 7.6 to 8 Contributor Relations, Student Records, Academic Advisement, Student Financials, Financial Aid West Chester University Implementation PeopleSoft 7.6 Contributor Relations, Campus Community, 3Cs, General Ledger Integrations Bryn Mawr College St. Thomas University Upgrade, Implementation Upgrade, Implementation PeopleSoft 7.6 to 8 PeopleSoft 7.6 to 8 Contributor Relations, Campus Community, 3Cs, General Ledger Integrations Contributor Relations, Campus Community, 3Cs, General Ledger Integrations Project Manager Technical Lead / Project Manager Technical and Functional Lead / Project Manager Functional Lead / Technical Developer Technical and Functional Lead Northern Alberta Implementation PeopleSoft 6 Student Records and Student Technical Developer Institute of Technology Financials University of Phoenix Implementation PeopleSoft 6 Financial Aid Technical Developer Professional Experience University of Texas (10/08 Present) PeopleSoft CS 9.0 Peter retrofitted the TS189 EDI process to automate admission applications with the state s centralized Apply-Texas application system. The process loads data from the State Centralized Application System into PeopleSoft Search Match routine to create applications. He developed dynamic codes that mimic each school s trigger definition and create Checklists as a part of the batch process. He helped reconfigure conversion profile and EDI Inbound Mapping setups; modified delivered codes and create campus specific routines to satisfy requirements for Dallas, Tyler, and Arlington systems. Florida A&M University (07/08 10/08) Role: Lead functional consultant PeopleSoft CS 9.0 Coordinated functional upgrade tasks for all modules. Plan and conduct delta analysis and address existing gaps; conduct business processes analyses; analyze and document system configurations; plan and conduct 9.0 preview and knowledge transfer workshop sessions. Analyze functional requirements for repeat surcharges, and develop solution with Equation Engine. Address system integration issues, such as payroll refund, where payroll system is operated on separate environment. Prepare user acceptant test scripts; analyze security requirements and prepare security matrix; configure 9.0 new functionality, including student self service and conduct unit tests. Evaluate Item Types and Charge Priority configurations and make adjustments to improve internal controls and operational efficiencies. The University of Southern Mississippi (3th rotation 01/07 07/08) Role: Functional and Technical Consultant PeopleSoft 8.9 Sole Functional and Technical Consultant in guiding USM from planning through the complete lifecycle of upgrade from 8.0 to 8.9. Evaluated delta between 8.9 and 9.0 and presented findings and assessments for management to make upgrade strategy. Conducted daily workshops to transfer knowledge; assess 45

52 business process to formulate best practice and to leverage system functionalities for Campus Community, Recruiting, Admissions, Student Records, Financial Aid, Student Financials, and Contributor Relations. Prototyped new functionalities, such as equation engine; student centers; student refunds through payroll; and search match configurations. Designed and developed customizations, including modification of Self- Service Centers. Analyzed and developed complete solution to load and create prospect records from data collected by recruiters. Maricopa County Community College District (07/06 12/06) Role: Functional Lead and Technical Analyst PeopleSoft 8.9 Developed and tested Admissions/Registration customizations based on quick admit process. Designed and developed 3Cs, including knowledge transfer of 3Cs configuration, trigger developments; and transition to ing students. Addressed consolidation of 12 databases into single multi-institutions Campus Community database. Troubleshot PeopleSoft Academic Advisement and Student Records setups; facilitate business process design sessions with deans from each college. University of Maine System (01/06 07/06) Role: Functional Lead and Technical Analyst PeopleSoft 8.9 Collaborated with representatives from seven institutions (nine campuses) in the Maine system, designing a central online PeopleSoft 8.9 Admissions application. Developed proof of concept and identify gaps. Designed institution and subject specific intelligent process flow with institutional branding. Analyzed and developed extension to TS189 external load process to supplement required data not being met by delivered integration design. Catholic University of America (11/05 01/06) Role: Functional Lead and Technical Developer PeopleSoft 8.0 Developed customized triggers to assign Checklists and Communications to prospects and applicants based on multiple conditions. Developed dynamic codes for Admissions batch interface to automate Checklist and Communication based on user criteria. Reorganized 3Cs event definitions; configured trigger definitions; conducted knowledge transfer sessions; and established automated checklist update procedures. Analyzed reporting and data extraction requirements designed and developed custom reporting tables (data warehouse). Reviewed Admissions business practices and advised CUA on business best practices and incorporating PeopleSoft 8 functionality to support operations Mira Costa College (10/05 12/05) Role: Functional Lead and Technical Developer PeopleSoft 8.0 Implemented Contributor Relationship module in 5 weeks. Conducted fit/gap and training, then prototyped and migrated contributor relations model with production SA suite and developed interface with financial system. Cornell University (09/05 10/05) Role: Functional and Technical Advisor PeopleSoft

53 Conducted fit/gap and knowledge transfer sessions with HRMS, payroll, contributor relations, admissions, student records, campus community, security, and data warehouse teams in preparation of PeopleSoft 8.9 upgrade. Analyzed existing customizations to access remediation plan for the upgrade path. Previewed new functionalities with users and developers and reviewed business processes. Fredrick Community College (08/05 02/06) Role: Functional Lead and Technical Developer PeopleSoft 8.0 Developed audit reports and analyzing system configurations to reconcile PeopleSoft Student Administration transactions with accounting journals. Identified and reconciled Student system transactions with general ledger. Conducted weekly knowledge transfer sessions; reviewed business processes; made recommendations to streamline business process while improving internal controls. Reconciled General Ledger balance to Student Financials account balance to the exact amount for the first time since system went lived over three years ago. Redesigned PeopleSoft 8 General Ledger interfaces attributes; reconfigured Accounts Payable/refund integrations; established control accounts; developed housekeeping procedures and internal control reports. Florida International University (01/05 04/05) Role: Functional Lead and Technical Developer PeopleSoft 8.0 Designed and developed process to reconstruct accounting entries for prior transactions based on corrected accounting attributes. Analyzed and identified reconciliation issues between PeopleSoft 8 Student Financials and General Ledger. Configured and implemented account aging process with automated service indicators placement. Developed solution to resolve refund involving over 10,000 students; configured 1098-T setups and developed a means to process 1098-T with data between PeopleSoft Student Administration and the legacy system. Configured and troubleshot multiple third-party billing formats; and configured waivers and fee triggers. Conducted knowledge transfer for tuition calculation, student group and fee trigger criteria, term fee configurations, billing and due date calendar, adjustment calendar, and tuition controls. University of Pennsylvania (01/04 07/05) Role: Functional Lead, Technical Advisor & Training Developer PeopleSoft 8.0 Led proof of concept workshops to design and prototype PeopleSoft 8 Contributor Relations and Enterprise Portal for 17 schools under the PENN systems. Led design sessions for Campus Community, interfaces, security, gifts distributed processing, and system configurations. Designed technical specifications and developed customizations to close gaps. Designed and developed scripts to convert $2.8 million gifts transactions. Designed custom acknowledgement process for each school/fund raising centers to meet their complex requirements; prototyped 3Cs configurations for complex communication requirements. Advised and developed training materials. Fabricated data elements needed to support hands-on training of over 400 concurrent users. The University of Southern Mississippi (02/03 04/05) Role: Functional Lead and Technical Developer PeopleSoft

54 Led USM foundation, alumni associations, athletic club, and information technology departments in the reimplementation and design of PeopleSoft 8 Contributor Relations to take advantage of the new Business Unit and SETID functionalities. Developed conversion programs to convert data from PeopleSoft 7.6 to 8. Configured Application Messaging components to meet integration requirements; and customized financial interface. Designed and developed data warehouse for alumni associations. Troubleshot Student Financials student self-services functionality; developed customized meal plan interface for Student Financials; designed and configure 3Cs to generated acknowledgments, solicitations, and correspondences. Gemological Institute of America (GIA) (07/02 02/03) Role: Technical Lead and Functional Consultant PeopleSoft 8.0 Led development office, alumni, controller, and information technology departments in the implementation of integrated system that supports GIA prospects management and public relations functions while leveraging the PeopleSoft 8 Campus Community data. Led design sessions to redesign existing Campus Community. Configured Contributor Relations and re-designed fund accounting structure to streamlines the gift and pledge processing while meeting the fund accounting requirements. Conducted workshops and led prototyping sessions to design constituent management with four dimensional involvement structures. Formulated conversion strategy to convert additional Campus Community data into existing data; developed conversion programs to convert Raiser s Edge data into production PeopleSoft Student Administration database; designed and configured international membership processing, related accounting treatments, and gift component of memberships for GIA worldwide membership organizations. West Chester University of Pennsylvania (04/01 07/02) Role: Technical Lead and Project Manager PeopleSoft 8.0 Led the complete project lifecycle for PeopleSoft 8 Admission implementation. Conducted fit/gap sessions for undergraduate and graduate admissions, configured and developed 3Cs communication, and developed custom prospect database to segregate prospects from applicant data. Addressed inherited duplicate ID issue by developing automated script to merge duplicate data. Implemented character recognition scanner to manage large volume data entry for applicant data. Designed and developed conversion programs. Developed project plan and formulated strategies to deploy Admissions on to a production database that was live with Campus Community and Contributor Relations. Designed and developed bi-direction interfaces to integrate PeopleSoft with legacy system to minimize business interruption while enabling a phase approach to minimize project risk. Implemented Optical Character Recognition (OCR) solution to manage the volume of mail-in admission applications. Role: Technical Lead and Project Manager Designed and developed scripts to converted Contributor Relations, Campus Community, and Admissions from PeopleSoft 7.6 to 8. Troubleshot new tools in such as Application Messaging and Student Administration to Financials interfaces. Designed and developed custom reporting tables structures and the supporting SQR/SQC to populate operation data storage. Developed training materials and conducted user trainings. Led fit/gap sessions on Student Records implementation and advised team on Academic Structure and course catalog data mapping. Developed project plan and orchestrated implementation activities for Advisement, Student Financials, and Financial Aid. 48

55 Role: Technical and Functional Lead & Project Manager Led the implementation of PeopleSoft 7.6 Advancement, converted from Raiser s Edge legacy system. Collaborated with and advised executive committees and departments to address Campus Community designs. Instrumental in the formation of Campus Community committee in addressing instructional standards, integration concern, future projects directions, and campus wide communication and support. Led project team through step-by-step process of planning, assessing, prototyping, converting, testing and training. Mentored project team members on technical developmental tasks. Bryn Mawr College (04/ /03) Role: Functional Lead and Technical Developer PeopleSoft 8.0 Implemented 7.6 Advancement then upgraded to 8.0 Contributor Relations on time and within budget. Led project with rapid implementation methodology developed for IBM. Designed system integration for Contributor Relations, Student Financial, and General Ledger; consulted on best practice processes and prototyped business processes; and customized 3Cs process for gift and pledge receipts for People and organization. Oversaw development requirements for Campus Community requirements and made customization to accommodate joint communication and salutations. Developed custom SQRs with dynamic parameters to produce on-demand comprehensive constituents reports; designed and developed data warehouse structures and the supporting SQR/SQC. Guided conversion developments. Developed training materials and conducted user training. St Thomas University (07/ /2000) Role: Functional and Technical Lead PeopleSoft 8.0 Implemented 7.6 Advancement, then upgraded to 8.0 Contributor Relations on time and within budget. Commissioned by IBM consulting to develop rapid implementation tools and templates for Contributor Relations and Campus Community. Developed user training curriculum. Led system configurations and 3Cs configurations. Customized Campus Community to accommodate joint communications and salutations. Collaborated with PeopleSoft developers and Global support resulting in PeopleSoft 7.6 bundled releases; and led system integration design among Advancement, Student Financial, and General Ledger. Northern Alberta Institute of Technology (04/ /1999) Role: Technical Developer PeopleSoft 6.0 Designed and developed on-demand printing solution for students receipts. Analyzed business requirements; developed solutions in time to enabled NAIT to meet their go-live date. Customized cashiers receipts on demand with dynamic printer redirection. Customized tuition calculation logic based on enrolled programs and student residency. University of Phoenix (11/ /1999) Role: Technical Developer PeopleSoft 6.0 Developed technical requirements to automate three-day loan disbursement process between legacy system & PeopleSoft Financial Aid. Developed custom reports; assisted in data clean up; and Regulations upgrades. 49

56 ERIC LYNCH Higher Education Lead Consultant Mr. Lynch has been consulting higher education institutions for several years where he has implemented PeopleSoft Financial Aid module for eight universities. He has been the functional lead on Financial Aid module for University of North Texas, University of Texas, University of Wisconsin Eau Claire, Florida International University, Kansas State University, Universidad Panamericana, University of Arkansas, University of Maryland University College and Indiana University. As a lead, he has led the fit-gap analysis, developing and re-engineering business processes, defining requirements, and recommended customizations. Mr. Lynch has consulted in project roles ranging from testing, fit-gap analysis, developing business processes, requirement definitions, product preview presentations, security administration, general and detail customization designs, mapping and data conversions, system and performance testing, programming, training and production support. In addition, Eric has key experience with inter-module dependencies with Admissions, Student Records and Student Finance and has extensive experience with new technologies such as the equation engine and communications generation process. Mr. Lynch s work on summer packaging has been widely replicated at other universities. PEOPLESOFT PRODUCT EXPERIENCE Student Records Financial Aid Campus Community PEOPLESOFT PEOPLETOOLS EXPERIENCE Application Designer SQR SQL Crystal Query Security Administrator EDUCATION Masters in Computer Science, Indiana University-Purdue University Indianapolis, Indiana BACHELOR OF SCIENCE IN COMPUTER SCIENCE, INDIANA UNIVERSITY-PURDUE UNIVERSITY INDIANAPOLIS, INDIANA. Professional Experience University of North Texas, Denton TX Financial Aid 9.0 Implementation 50

57 Eric was the Lead Financial Aid consultant on the project to bring up a new UNT campus in Dallas. This required a split within the PeopleSoft system to become multi-institutional. The new campus has its own unique processing and reporting requirements and strives to automate as much processing as possible. Many business decisions had to be made as the new office was designed and integrated into the UNT system. Eric s responsibilities included systems analysis and design as well as testing the new setup. Kansas State University, Manhattan KS Financial Aid 9.0 Upgrade Eric was welcomed back to K-State to conduct a fit-gap for their upcoming move to PeopleSoft 9.0. He demonstrated the new functionality of 9.0 and helped evaluate the current modifications to determine if they could be replaced with delivered processes. University of Texas, UT Tyler Financial Aid 9.0 Implementation Provided post go-live production support and continued development of the financial aid system. Eric assisted with training staff members in their change to Direct Lending processing and procedures. He also assisted with troubleshooting system issues and resolving several processing problems. University of Wisconsin, Eau Claire Campus Financial Aid 9.0 Implementation Lead Functional Consultant tasked with utilizing new features available in 9.0 to bring live a sophisticated FA module Extensive rework of business processes to take advantage of new advanced functionality available in 9.0 Conducted fit-gap requirements and evaluation of required customizations Coordinated with all other modules to ensure systems integration Coordinated training needs and development of test scripts and UPK documents Ensured FA module stayed on task and on timeline. Florida International University Financial Aid 9.0 Upgrade Lead Functional Consultant tasked with utilizing new features available in 9.0 to reduce number of customizations required. Upgrade from PeopleSoft 8.0 to 9.0 Extensive rework of business processes to take advantage of new advanced functionality available in 9.0 Conducted fit-gap requirements and evaluation of customizations Coordinated with all other modules to ensure system integrations Converted the University from FFELP to the Direct Lending program Kansas State University, Manhattan, Kansas PeopleSoft Consultant 51

58 Financial Aid 8.9 Implementation Primary functional consultant tasked with setting up all of the Financial Aid Module. Conducted fit-gap requirement and worked on modification specifications for the many customizations needed by K-state Created the project plan for the Financial Aid project Coordinated with all other modules to ensure the system integrates properly and that aid will calculate and disburse per regulations Worked to test the new CRC loan format with Sallie Mae and filed numerous cases with Oracle to correct errors in this new loan file format Created all testing scripts to test various scenarios from ISIR loading and budget creation to loan processing and disbursements. Universidad Panamericana, Mexico City, Mexico This Mexican institution is a comprehensive national and international private university with campuses in Mexico City, Guadalajara, and Aguas Calientes. Primary functional consultant tasked with setting up Financial Aid in the unique environment of a Mexican University Guided the client through the process of determining their needs and created an implementation plan to meet the timeline requirements Identified and created specifications for modifications that were necessary to deal with the non-us implementation Configured item types, budgets and budget formulas as well as packaging plans and packaging formulas Worked test cases through the entire Financial Aid cycle from creating the application for the student, budgeting, awarding and disbursing the aid Created documentation for all steps of the process to serve as guide for their office. University of Arkansas, Fayetteville, AK The University of Arkansas is a nationally competitive, student-centered research university serving Arkansas and the world. Consisting of approximately 16,000 students and 2,000 faculty members, it is the flag ship University for the state of Arkansas. Developed and implemented a Financial Aid 8.9 upgrade testing plan to meet the go-live requirements of the client Tested and identified weaknesses in existing customizations that were being moved from 8.0 to 8.9 Identified and corrected problems with the 8.9 setup involving Commonline loans and FA term Created custom packaging equations to work the new 8.9 Equation Engine Worked the outside venders to troubleshoot and correct issues with Commonline loan transmission and processes to ensure a smooth transition to 8.9. University of Maryland University College, Adelphi, MD UMUC is one of 11 accredited, degree-granting institutions in the University System of Maryland, and is the second largest University in the state, offering programs and services tailored for working adults. The university has a student body of 80,000+ students worldwide. Helped provide production support including the creation of custom queries and SQR s to help streamline Financial Aid operations Corrected Direct Loan setup issues that had been causing ongoing processing errors 52

59 Worked with the technical team to identify problems in 2 custom modifications that had been causing problems with FA Term rebuilds and with 3Cs Checklist assignments Created a custom Pell process to utilize the automated Pell packaging plans with UMUC s unique setup. Indiana University-Purdue University Indianapolis, IN IUPUI is an urban research and academic health sciences campus, with 22 schools and academic units granting degrees in over 200 programs to more than 29,000 enrolled students. Financial Aid Office - Assistant Director of Technology Responsible for all of IUPUI s Financial Aid system setup, including FA Term, Disbursement calendars/plans, Common line Loan Setup, Packaging plans and equations and Budget items and budget equation setup Primary system troubleshooter for both system-wide issues and functional area problems Identified on-going system enhancement needs, evaluated reporting needs, developed reports to support business functions, and coordinated all ad-hoc query requests from outside modules Served as a mentor to other IU campuses to address business process issues as well as system issues. Student Enrolment Services (SES) - PeopleSoft Program Analyst Managed a team of six working on the implementation of People Soft ERP Windows based system Involved in all aspects of the FA implementation, including setup of all FA Security Roles and Permissions lists; setup and troubleshooting of the FFELP loan component including test scenarios for outside vendors; packaging plans and equations; budget items and budget formula setup; ISIR data load parameter setup and testing Assisted with the summer fit-gap analysis and implementation of the summer term packaging strategy Liaison between Financial Aid and the technical team on Development of modifications and troubleshooting Worked with cross-functional teams to identify and understand impact of setup and modifications between modules Responsible for Regulatory releases, patch evaluation and testing for FA Conducted business processes assessment to streamline processing and create a more efficient department, and prepared documentation and training for the new system/business processes Assisted with customization, upgrade, testing and debugging of the new system software Developed Oracle reports in SQL and SQR to support office functions Conducted data analysis to ensure compliance with federal regulations regarding financial aid transactions. Distributed and Parallel Information Systems Laboratory - Team Leader, Wrapper Development Team Led the team responsible for developing a Java based system to integrate Web databases into a seamless distributed database system Responsible for project planning, assignments and reporting team progress Developed software specifications as well as project documentation, and developed, tested and debugged project code utilizing the Corba interface for middleware and J2EE. 53

60 TECHNICAL SKILLS OPERATING SYSTEMS MS Windows XP, 2000, 98 & NT UNIX Linux DATABASES Oracle MS SQL Server LANGUAGES SQR SQL PS Query Java HTML JavaScript UML ASP Perl J2EE Visual C++ CORBA Professional Activities Eric Lynch, Omran Bukhres, Zina Ben Miled, Lola Olsen, Zahir Tari. Effective Standards for Meta Data in the GCMD Data Access System, in proceedings of the Distributed Objects and Applications Conference 2000, IEEE Press. Srinivasan Sikkupparbathyam, Omran Bukhres, Kishan Nagendra, Eric Lynch, Marcelo Areal. Global Change Master Directory: Object-oriented Active Asynchronous Transaction Management in a Federated Environment Using Data Agents, 16th ACM Symposium on Applied Computing Ben Miled, Z., Liu, Y., Li, N., Wang, Y., Baumgartner, M., Lynch, E., Kellett, G., Sipes, B., Suppharangsan, BACIIS: Biological and Chemical Information Integrated System, submitted to the Journal of Database Management Ben Miled, Z., Li, N., Liuy, Y., He, Y., Lynch, E., Bukhres, O., Sustainability, Scalability and Availability in the Integration of Life Science Databases, submitted to Journal of Parallel and Distributed Computing, Ben Miled, Z., Liu, Y., Webster, Y., Suppharangsan, S., Li, N., Lynch, E., Baumgartner, M., Sipes, B., and Bukhres, O., Using A Semantic Integration Model to Integrate Life Science Web Databases, submitted to the International Journal of Cooperative Information Systems,

61 STEVE HAMROCK Student Records Lead Consultant 2332 Galiano Street, 2nd Floor Steve has 23 years of systems implementation experience with over ten years of PeopleSoft ERP implementation experience as a project manager, team leader, functional lead, technical developer and trainer. Steve has been working the last nine years in a Higher Education environment at The Catholic University of America, Bowling Green State University, Pennsylvania State System of Higher Education (PASSHE), Frostburg State University, Butler University, Cleveland State University and the University of Minnesota. Higher Education experiences focused mainly on Student Records, Academic Advisement, Campus Community and academic history conversion for PeopleSoft Student Records module and SAP Campus Management Solution. For his assignments Steve has provided services from project inception through golive for new implementations and upgrades to the universities. Change Management, user training, unit/system testing all have been required assignments. Steve s strengths have always been to understand the university business processes, providing the alternatives and best solution using the delivered software and conveying those ideas to project management. Many of his activities have revolved around conversion of data. Attention to details, developing the software needed to load the data, dealing with quarter to semester transitions, and ensuring that the business processes are not disrupted by conversion activities have been performed. Steve has completed PeopleSoft 8 Accelerated Technical Training and is PeopleSoft People Tools 8 certified, SAP Campus Management Managing a Student Life Cycle (IHE102), SAP Campus Management Workshop (IHE103). Summary of Professional Experience CLIENT NAME PROJECT TYPE VERSION MODULES ROLE University of Texas Upgrade PeopleSoft 9.0 Student Records Functional Lead Catholic University of America Upgrade PeopleSoft 9.0 Student Records Project Manager / Functional Consultant Bowling Green State Implementation PeopleSoft 8.9 Student Records, Academic Functional Lead University Advising Pennsylvania State Implementation SAP Campus Academic Advising, Student Functional Lead System of Higher Education (PASSHE) Solutions Records Frostburg State Implementation PeopleSoft 8.x Student Records, Academic Functional Lead University Advising, Campus Community Butler University Implementation PeopleSoft 8 Student Records Functional Lead Cleveland State Production PeopleSoft 7.6 Student Records Functional Lead University University of Minnesota Support Production Support PeopleSoft 7.x Student Records Functional Lead 55

62 Student Administration Experience The University of Akron (August 2008 Current) Student Records Lead Steve is the Student Records Functional Lead on the Oracle 8.0 to 9.0 Campus Solutions upgrade. He is providing guidance and leadership to all areas of the Student Records module while performing testing and problem resolution activities for the team. Project management activities to the Registrar include project planning and project progress monitoring. Steve is responsible for ensuring the configuration for all aspects of Student Records meets the needs for the Self Service and back office business processes. Summary of duties performed: Student Records Functional Lead Configure self service for students, instructors, and advisors to meet existing and new requirements. Also responsible for all configuration related to the upgrade. Perform testing of 9.0 functionality including new bundles/patches/fixes that are applied. Creation of Go-Live checklist to prepare for implementation weekend. Creating summary and detailed project management tracking documents to assist in managing the task completion, resource hours, and progress monitoring. Assist in defining communication and training needs for Registrar campus users. Responsible for administering and resolving problems related to the upgrade. Perform technical research of issues/problems for the Registrar area. Perform data research and analysis on Campus Community data that impacts Self Service. Address new security definitions due to changes in 9.0 for areas such as for student groups, Campus Community, and other areas as needed. Required to work with Registrar managers on all aspects of the upgrade project. Student Administration Experience The Catholic University of America (November 2007 Current) Project Manager / Student Records Functional Lead At The Catholic University of America (CUA), Steve is the overall Project Manager and Student Records Functional Lead on the PeopleSoft 8.0 to 9.0 Human Capital Management/Campus Solutions upgrade. For his Project Manager tasks he is responsible for the project management and leadership of the upgrade reporting directly to the Steering Committee. Steve provides status to the project Executive Council, provides the project work plan and project progress monitoring. As the Student Records Functional Lead, Steve is responsible for presenting the 8.0 to 9.0 comparison analysis during the Fit/Gap sessions for the Student Records, Self Service, and many Campus Community areas. Steve has a very strong knowledge of the Student Records and Academic Advising modules and their integration to the Admissions, Student Financials and Financial Aid modules. Summary of duties performed: Project Manager 56

63 Manage project consultant and client resources for all aspects of upgrade, day-to-day activities, and problem resolution. Develop project plan and direction for the project team. Created an Upgrade Design document of project scope, Fit/Gap findings, project decision needs, consultant recommendations, and a detailed project task list based on client needs and requests. Provided CUA a customization tracking document and manages the project Issues Log. Student Records Functional Lead Perform all 8.0 to 9.0 Fit/Gap sessions for Student Records configuration and business processes. Present the Self Service functionality from a Student, Instructor, and Advisor perspective. Document Fit/Gap sessions identifying the gaps, issues, and recommendations from the sessions. Reviewed CUA customizations to determine feasibility of reverting to PS delivered software. Developing the Portrait and Landscape XML Publishing student transcript. Configure the application to meet the needs of new 9.0 required functionality changes, adjustments to configuration due to existing problems, and configuration of new functionality prototyped to the client. Student Administration Experience Bowling Green State University (June 2007 November 2007) Student Records Lead At Bowling Green State University, Steve is a Functional Lead on the PeopleSoft 8.9 Campus Solutions implementation with a focus on Student Records and Academic Advising. His assignments have been to define the Fit/Gap process for his team, define a schedule and conduct the Fit/Gap sessions. The Fit/Gap sessions cross many organizations within the institution as well as present the material to various personnel levels. The presentations have been performed to small groups to large auditorium type presentations. Summary of duties performed: Define scope and agenda of over 30 Fit/Gap sessions for Student Records area. Demonstrate business processing within the application as well as demonstrate the configuration to support the system functionality. Present the Self Service functionality from a Student, Instructor, and Advisor perspective. Document Fit/Gap sessions identifying the Gaps, Issues, and Follow-up items from the session. Starting to determine resolution to all gaps and present options to the university. Work with various management levels in all sessions addressing potential business process reengineering opportunities. Identify university procedures and policies that will need further discussion and possible consideration for change with the implementation. Configure the application to meet the needs of Fit/Gap session presentations. Provide input to project management activities as needed. SAP Campus Management Solution Pennsylvania State System of Higher Education (PASSHE) (September 2004 May 2006) Student Administration Functional Lead 57

64 Steve worked on a SAP 6.0 Campus Management Solution implementation as a Student Administration Functional Lead and Data Conversion lead. His assignment was configuring the SAP Student Administration system, implementing business processes and performing conversion activities for the SAP Realization Phase. The PASSHE project has encompassed the requirements definition, fit/gap analysis of the SAP Campus Management (CM) application, and communication/coordination amongst 14 individual universities across the state of Pennsylvania. Summary of duties performed: Perform basic settings and configuration required to initialize the CM environment. Performed configuration for numerous business functions in the Student Administration area. Responsible for Academic Structure approach and configuration including integration to Degree Audit. Conversion activities required research of CM data structures for all data components. Conversion specifications are required and communication with developers and universities for data conversion. Must understand system functionality, configuration options, and determine proper use of aspects of the application in relationship to 14 universities requirements. Provide business process recommendations for implementation. Work with SAP Business Warehouse for reporting purposes. Performing team leadership and management activities as needed to support the team. Lead resource for team on all conversion activities for historical academic data. Developed requirements to support the Registrar business functions during Blueprint phase. Created detail process flows to support the proposed business functions, ancillary and third party interfaces to support the universities. Activities for the Blueprint Phase included conference calls, workshops, and interaction with 14 universities that are part of the Pennsylvania State System of Higher Education. Identified forms, reports, interfaces, conversions, enhancements, workflow, and web components required to support the implementation. Student Administration Experience Frostburg State University (February 2002 August 2004) Student Records Module Functional Lead Steve worked on a PeopleSoft 8.x Student Administration implementation as the Student Records functional lead. He also is the functional analyst and technical developer for all Student Records and Campus Community conversions. This assignment has required him to guide the client through the implementation from its inception. Summary of duties performed: 58

65 Academic Structure design and creation addressing all areas from system set-up, impacts on other module areas and through Academic Advising. Perform Course Catalog set-up and conversion for the entire catalog for over 40 years. Perform Class Schedule set-up and conversion for over 40 years of classes. Organize the Campus Community set-up as it relates to conversion needs of all students. Perform set-up and conversion as it relates to all historical academic history conversion. This has entailed areas such as academic structure, posting of degrees, enrollment, transfer credit, test credit, academic standing, external degrees, transcript text, and other data. Provided the knowledge, tools and direction to perform the set-up of Academic Advising. Performed prototyping and requirement collection sessions for all areas of Student Records. Created documentation and evaluation of all new development or customization requests with the goal of re-engineering a business process and taking advantage of the software. Perform development activities in SQR for all conversion software and new development. Guided client through a successful registration of summer and fall classes. Performed design and implementation of all end of term processing including areas such as academic standing, grade repeats, grading, summer planning conference and other business processes. Student Administration Experience Butler University (Sept February 2002) Student Records Module Functional Lead Steve was assigned to Butler University to lead the requirements analysis, business process re-design, detailed specification development, system set-up, testing, and implementation of many of the core business processes for PeopleSoft Student Records. Summary of duties performed: Ensure the end of term Grade Processing is designed to meet their business processes for the Grade Roster, Grade Report, and Grade Lapsing process. Design, set-up, and implement the transcript modifications for all transcript types. Implement Honors/Awards, Academic Standing, and Repeat Checking processes. Audited converted data in order to ensure the highest accuracy of transcript processing. Other related tasks and research were performed to assist in addressing business needs. Student Administration Experience Cleveland State University (April 2000 May 2001) Student Records Lead At Cleveland State University, Steve participated in numerous activities on the PeopleSoft 7.6 Student Administration modules with a focus on Student Records. His multiple roles included project leadership, Student Records team leader, functional analyst and technical developer for this assignment. The Cleveland State assignment required immediate results to ensure a successful Fall of 2000 registration and financial aid processing after previous failed implementation attempts, which was accomplished. Cleveland State relied on Steve to be the auditor of all student records data to ensure that all the business functions operated properly. 59

66 Summary of duties performed: Data conversion has taken a three-step approach for both PeopleSoft and legacy data: data auditing, data cleansing, and data conversion. Data conversion required detailed design, specifications, development and testing. Integrating converted data to already present PeopleSoft was performed. Management of conversion of quarters to semester terms was performed with great accuracy and processes put in place to manage this on a daily basis. All 150K students have been successfully converted and audited. Perform problem investigation and resolution for all areas of Student Records. Student Administration Experience University of Minnesota (April 1999 April 2000) Project Lead At the University of Minnesota, Steve participated in numerous activities on the PeopleSoft 7.0, 7.5 and 7.6 Student Administration module with a focus on Student Records. He played a role in the upgrades to the 7.5 and 7.6 environments dealing with the numerous customizations that had been performed at the client site. Although his primary role was managing and leading the Student Records team through implementation points and upgrades, Steve also played a key role designing and developing several aspects of their customizations. Steve s relationship with the client and the clients confidence in his abilities transformed over time from involvement in very detailed tasks to being the project lead of the Student Records team. The registrar depended on him to address day-to-day issues, solve design issues, and manage the team. Summary of duties performed: Manage Student Records consultant and client functional resources for all aspects of implementation points, day-to-day activities, and problem resolution. Responsible for designing key interfaces to support transfer credits into PeopleSoft and degree audit information into a legacy system (DARS). Addressed the design, issue resolution, testing, and post-production clean-up activities for the academic history conversion. Designed, reviewed and approved all activities that require modification to PeopleSoft software, new development, or manual workarounds. Training and Public Sector Experience Ramsey County Government (October 1998 January 1999) Trainer Details provided upon request Financial & Distribution Experience Smead Manufacturing (August 1997 October 1998 & January 1999 April 1999) Functional Lead Details provided upon request 60

67 HealthCare Experience Highmark Blue Cross/Blue Shield (August 1995 August 1997) Project Manager Details provided upon request Manufacturing & Distribution Experience Fisher Scientific ( ) MIS Supervisor/Systems Analyst Details provided upon request Government Experience Central Intelligence Agency ( ) Programmer/Systems Analyst, Supervisor Details provided upon request 61

68 KRISTI KOEGLE Senior PeopleSoft Functional Lead Consultant 2332 Galiano Street, 2nd Floor Ms. Koegle has over fourteen years of consulting experience working on human resource systems and was an integral part of PeopleSoft Consulting practice at Oracle/PeopleSoft, Inc. She has worked in all phases of the system life cycle including fit/gap analysis, design, development, system testing, end user training, and production support. She has worked for clients within the information technology, retail, services, utility and manufacturing industries as well as universities, local, state and federal government. Her areas of expertise include PeopleSoft Human Resources, Benefits, Recruiting, Pension Administration, and Payroll for North America, Security, reporting, interfaces, & data conversion. She has both functional human resource knowledge and application development experience. Professional Experience Exelon Chicago, IL (2/2008 present) PeopleSoft HCM / Position Mgmt / eperformance / TAM 8.9 Provided support and process improvement analysis for HR & Recruiting modules by identifying, evaluating, and implementing new procedures that are cost-effective Key activities included analyzing, defining requirements, & system testing modifications to PeopleSoft HR & Recruiting modules Worked on project team for implementation of TAM module Implemented and supported Employee Referral Process in TAM Tested new on-boarding process and integration between PeopleSoft & Enwisen Rolled out use of delivered EEO & VETS100 reporting to eliminate manual gov t reporting process Supported Leave Accrual Processing Extracted and compiled information to create and develop reports & queries to client's specifications using PS Query & XML Publisher Created demo for implementing use of eperformance for tracking leadership development of upper management Bemis Neenah, WI (01/2008) PeopleSoft HCM / Pension Administration 8.9 Prepared and taught training class to client on setup and configuration of Pension Administration module 62

69 General Electric Schenectady, NY (08/ /2007) PeopleSoft HCM / Pension Administration 8.8 Met with key users to understand current business processes Documented new PeopleSoft business processes and procedures Assisted the client with parallel testing their retirement processes through multiple rounds of testing Identified and resolved issues with retirement calculations & benefit eligibility Tested pension & benefit customizations Supported the operations team to help them through the first several months of production activities Omaha Public Schools Omaha, NE (04/2006 8/2006) PeopleSoft HCM / Pension Administration 8.0 Gathered business requirements & analyzed new plan rules that needed to be integrated into the current PeopleSoft configuration Configured & tested new plan requirements Converted payroll history into pension history tables to fix multiple issues the client was having related to their payroll data Brookdale Senior Living Chicago, IL (01/ /2006) PeopleSoft HCM / Payroll for North America 8.8 Supported the client s bi-weekly payroll process Helped the client resolve payroll issues and errors to get payroll completed on-time Completed a project for the client to help them reconcile historical Payroll data converted from Ceridian Rockefeller Group International New York, NY (10/ /2005) PeopleSoft HCM / Variable Compensation 8.9 Met with client to gather business requirements for their variable compensation plans Completed the design and configuration of the client s variable compensation plans using the Variable Compensation module Worked with the client to validate the plan configuration and help them understand new PeopleSoft business processes Prepared detailed test scripts to assist the client with validating the correct plan payouts during system test 63

70 Affinia Group Toledo, OH (01/ /2005) PeopleSoft HCM, Benefits Administration, Payroll, epay 8.9 Facilitated workshop sessions with the client to gather business requirements and review current business processes Participated in the configuration and testing of the HR, Benefits, and Payroll setup Guided the client through the conversion process and was responsible for the conversion of HR, Benefits, and Payroll data Assisted the client with security setup Supported the client through system testing, go-live, and first weekly and semi-monthly payroll processes Setup epay and helped the client roll out new functionality to end-users Hitachi San Jose, CA (08/ /2004) PeopleSoft HCM / Benefits Administration 8.8 Assisted the project team by completing critical customizations that needed to be done to keep the project on schedule for go-live Responsible for modifications to the Benefits Confirmation and Enrollment Statements, customizing the Self Service Compensation History pages, and creating queries for reporting Variable Compensation information City Of Santa Clara Santa Clara, CA (03/ /2004) PeopleSoft HCM, Benefits, Payroll 8.8 Supported the project team in preparation for go-live Created and tested Application Engine conversion programs for loading HR & Benefits data Customized the delivered paycheck and advice print programs Tested and documented year-end W2 process Setup the client s security permission lists and roles Omaha Public Schools Omaha, NE (07/ /2004) PeopleSoft HCM / Pension Administration 8.0 Provided functional and technical post-go live support for the client who was facing production critical issues Resolved issues with customized pension-payroll and pension refund processing Fixed printing issues with several custom SQR reports Helped the client with applying bundles to the test and production environments Assisted users with debugging processing errors Helped client through their first year-end process that included: COLA s, actuarial valuation, and annual member statements 64

71 MCCS - Marine Corps Community Services Quantico, VA (05/ /2003) 2332 Galiano Street, 2nd Floor PeopleSoft HCM / Pension Administration, Payroll, Benefits Billing 8.0 Oversaw the conversion process and helped the conversion team with coding and testing programs Mentored other team members in developing customizations and helping them troubleshoot issues Responsible for the design and development of several complex processes including: a payroll process for paying refund and annuity payments through PeopleSoft Payroll, and several interface programs for feeding payment data to a third party administrator Created system test plans and led the project team in system test preparation and execution Provided post-go live support to oversee first retiree checks being processed Developed and delivered training materials and process documentation for the end-users Trained end-users on system navigation, new business processes, and using PeopleTools General Electric Schenectady, NY (12/ /2002) PeopleSoft HCM / Pension Administration 8.0 Documented the clients business processes Developed detailed unit testing plans for testing the configuration of plan rules Configured and unit tested the functions for service, contributions, and employee accounts for several different pension plans Harvard University Boston, MA (07/ /2001) PeopleSoft HCM / Pension Administration 8.0 Completed the fit/gap analysis for the Pension Admin implementation Wrote gap analysis documents providing alternative implementation solutions for each identified gap Delivered detail design specifications for the configuration of plan eligibility, participation, service, and vesting functions Prepared and presented a full-day Pension Administration implementation overview to the client and project team Other PeopleSoft Projects: Washington University HCM 7.5 United Parcel Service HCM 7.5 NEXCOM (Navy Exchange Commission) HCM 7.5 Massachusetts Turnpike Authority HCM 7.5 North Carolina State University HCM 7.5 Skill Set/Training 65

72 Languages: PeopleSoft Skills: Additional Skills: Rewards/Recognition: Education: SQR, SQL and PeopleCode HR, Base Benefits, Payroll, epay, Benefits Administration, Talent Acquisition Management, Variable Compensation, Pension Administration, Security, PS Query, PeopleTools, XML Publisher Data Mapping, Data Conversion, Application Development, Configuration, End User Training, Fit/Gap Analysis, Testing, Troubleshooting PeopleSoft Outstanding Contributor Team Award, 2004 Bachelor of Science in Business Administration/ Management Information Systems Bowling Green State University Bowling Green, OH 66

73 ATTACHMENT E: PARTNERSHIP DESCRIPTIONS TRANSAMERICA TRAINING MANAGEMENT TransAmerica Training Management (TAM Training) is the Oracle University 2008 Partner of the Year. TAM Training was also awarded the Sales Excellence for 2008 & 2009 Awards by Oracle University. These awards recognize TAM Training for their outstanding track record and their determination to do their absolute best, whether selling, supporting, or delivering Oracle training. TAM Training has the distinction of being an Authorized Reseller as well as owning and managing Oracle Approved Education Centers (OAEC) throughout the United States. TAM Training is Oracle University s largest applications training provider. As an OAEC, TAM Training utilizes Oracle authorized curriculum and environments. All of our public courses follow the Oracle University 100% Guaranteed policy. Simply put, if a student is not satisfied with the class, they can retake the same class again. Client experience is also enhanced at our facilities by the TAM Training No workstation sharing policy. We believe that an adult learner needs to practice what is being taught. This allows the learner a hands-on experience with the software application while working at their own pace and not at the pace of others. This approach reinforces the adult learning principles of promoting the need to hear, see and touch each topic in order to fully comprehend the subject material. COLLABORATIVE SOLUTIONS Collaborative Solutions is an Oracle Certified Advantage Partner (CAP) for Oracle ebusiness and PeopleSoft Enterprise. Our deep experience in delivering PeopleSoft Solutions enabled us to attain this highest level of partnership with Oracle; fewer than 100 companies in North America have demonstrated a commitment to Oracle and its product offerings significant enough to achieve this designation. Having the right relationships in place to support the implementation and upgrade process is as important as having the right skills and experience. An implementation/upgrade partner who has strong relationship channels with Oracle ensures that you receive the latest product knowledge, upgrade techniques, and recommendations plus the timely resolution of issues. Our partnership with Oracle benefits MCCCD in two important ways. First, the extensive knowledge capital available only to Certified Advantage Partners provides the project team with the Oracle- 67