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HIGHPOINT CONSULTING RESPONSE TO
MARICOPA COUNTY COMMUNITY COLLEGE
DISTRICT
RFP 2977-10 ORACLE/PEOPLESOFT
ENTERPRISE SYSTEMS CONSULTING AND
RELATED SERVICES
PROPOSAL CLOSING DATE: 3:00 P.M. (LOCAL TIME),
MARCH 2, 2010
March 2, 2010
Maricopa County Community College District RFP 2977-10
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Mr. Keith Killourie, Buyer III
Maricopa County Community College District
2411 West 14th Street
Tempe, Arizona, 85281-6941
Reference: RFP 2977-10 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 2977-10 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
[email protected] or via telephone at 305.338.3761. Thank you very much!
Sincerely,
George Amalor, Managing Partner
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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 ............................................................................................................................................ 10
Section 4.2: Specific Requirements ...................................................................................................................................... 10
Section 5: Scope of Work............................................................................................................................................................... 14
Detailed Scope of Work .............................................................................................................................................................. 14
Section 7: Respondent Questionnaire ..................................................................................................................................... 18
Section 7.1: Description of Firm/Personnel ..................................................................................................................... 18
Section 7.2: Past Experience ................................................................................................................................................... 20
Section 7.3: Products or Services Available ..................................................................................................................... 21
Section 8: Pricing Schedule .......................................................................................................................................................... 23
Section 9: Signature Page .............................................................................................................................................................. 24
Attachment B: Bidder’s Statement ............................................................................................................................................ 25
Attachment C: Non-Disclosure Agreement ............................................................................................................................ 24
Attachment D: Representative Resumes ................................................................................................................................ 25
Attachment E: Partnership Descriptions ................................................................................................................................ 67
TransAmerica Training Management .................................................................................................................................. 67
Collaborative Solutions .............................................................................................................................................................. 67
Attachment F: 2008 Tax Information ...................................................................................................................................... 68
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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 pre-
determined 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 21st 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.
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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.
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TEAM STRUCTURE, PROJECT ROLES & RESPONSIBILITIES: Example Project Structure
MCCCD
Steering Committee
High Point
Program Lead
MCCCD CIO/Project Director
MCCCD Project Managers
High Point Project Managers
MCCCD Campus Executives
Architecture & DBA
Team
PeopleSoft Human
Capital Management
Upgrade Team
Oracle eBusiness Suite
Financials Upgrade
Team
Application Technical
Team
PeopleSoft Campus
Solutions Upgrade
Team
Program Management Office (PMO)
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 Facilitate communication between steering committee and project. Assist with Project direction, mission, goals. Provide project support as necessary. -----------
Project Manager
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%
Functional Module Leads
Provide Business knowledge of MCCCD. Identify business experts when necessary. 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. 10-40%
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%
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Administrator
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 3rd 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.
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Sample Upgrade Timeline Project Segments Begin End Duration
Initiation 4/6/2010 5/1/2010 1 month
Planning Phase 5/1/2010 6/1/2010 1 month
Analysis Phase 5/25/2010 7/31/2010 2 months
Build Phase 7/13/2010 9/18/2010 2 months
Test Phase 9/1/2010 10/31/2010 2 months
Cut-Over Phase: 11/2/2010 12/11/2010 1 month
Go Live Dates Date
All Go Live November 2010
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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.
5.Cut-Over
1.Planning 2.
Analysis
3.Build
4.Simulate
E.A.S.Y™
INITIATION
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SECTION 4: PROPOSAL REQUIREMENTS
SECTION 4.2: SPECIFIC REQUIREMENTS 4.2.1. 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 Florida International University
Contact Name Robert Grillo, Assistant Vice President – University
Technology Services
Address 11200 SW 8th Street, Miami, FL 33199
Updated Telephone Number 305.348.2211
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 Brigham Young University
Contact Name Frank Staheli, Chief Engineer
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Address 2114-F ITB, Provo UT 84602
Updated Telephone Number 801.420.7689
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 05/2006 – 08/2007
Current status of the project -Live on PeopleSoft Campus Solutions
Client Name University of Arizona
Contact Name Marcia Chatalas, Director of Human Resources
Address 1077 N. Highland Avenue, P.O. Box 210073, Tucson, AZ
85721
Updated Telephone Number 520.621.1684
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 05/2009 – Current Date
Current status of the project -Live on PeopleSoft HCM. Campus Solutions go-live this
year.
4.2.2. 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
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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
4.2.3. 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
4.2.4. 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
4.2.5. 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.
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HighPoint Consulting is pleased to provide representative consultant resumes in the Attachment D: Representative Resumes section of this response document.
4.2.6. 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.
4.2.7 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.
4.2.8 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.
4.2.9 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.
4.2.9.1 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
4.2.9.2 Ever terminated said entity's contracts or had its contracts terminated prior to the
completion or normal expiration of the term thereof; or
4.2.9.3 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 4.2.9.1 – 4.2.9.3.
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4.2.10 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.
4.2.11 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.
4.2.12 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.
5.1.1. 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.
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HighPoint Consulting is proposing the following resources in the project leadership roles.
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
5.1.2. 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.
5.1.3. 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.
5.1.4 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.
5.1.5 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.
5.1.6 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.
5.1.7 Documentation: MCCCD may seek assistance in the development of technical and end-user
documentation.
HighPoint Consulting has experienced and knowledgeable consultants in this area.
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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.
5.1.9 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.
5.1.10 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.
5.1.11 Portal: MCCCD may seek assistance in the development and implementation of Enterprise Portal
Solutions.
HighPoint Consulting has experienced and knowledgeable consultants in this area.
. 5.1.12 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.
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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.
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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.
5.10 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.
5.11 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.
. 5.11 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:
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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
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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 2977-10
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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
11200 SW 8th Street, Miami, FL 33199
305.348.2211
Marcia Chatalas, Director of Human Resources – University of Arizona
1077 N. Highland Avenue, P.O. Box 210073, Tucson, AZ 85721
520.621.1684
Gary Nusbaum, Assistant Director – Maricopa County Community College District
Maricopa County Community College District
Address: 2419 West 14th Street, Tempe, AZ 85281
480.731.8865
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 2977-10
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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 2977-10
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SECTION 8: PRICING SCHEDULE
Type of Service
Hourly Rate
150 + Hours
Hourly Rate
450 + Hours
Hourly Rate
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 2977-10
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SECTION 9: SIGNATURE PAGE Pursuant to Arizona Revised Statutes 35-391.06 & 35.393.06, 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, 2nd Floor
CITY, STATE, ZIP Coral Gables, FL 33134
TELEPHONE 305.338.3761
FAX NUMBER 866.524.6308
E-MAIL [email protected]
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 2977-10
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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: 20-4414534
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.
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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 14th Street, Tempe, AZ 85281
Phone #: 480.731.8865 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 210073, Tucson, AZ 85721
Phone #: 520.621.1684 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: 11200 SW 8th Street, Miami, FL 33199
Phone #: 305.348.2211 Fax #: 305.348.4057
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
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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: 11200 SW 8th Street, Miami, FL 33199
Phone #: 305.348.2211 Fax #: 305.348.4057
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 84602
Phone #: 801.420.7689 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 210073, Tucson, AZ 85721
Phone #: 520.621.1684 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
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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): 305.338.3761
Web Address: www.highpoint consulting.com
FAX Number: 866.524.6308
General Information
4. Business License Number: 20-4414534
5. 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?
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ATTACHMENT B
ADDITIONAL BUSINESS INFORMATION (continued)
8. Name and address of office assigned to handle the MCCCD account:
Coral Gables, Florida Office, 2332 Galiano Street, 2nd Floor
Coral Gables, Florida 33134
9. Account Manager Information:
Name: George Amalor
Phone: 305.338.3761
Pager: 305.338.3761
10. Contractors License Number(s):
TYPE NUMBER
Consulting Services 20-4414534
11. 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.
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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 /480-731-8519)
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
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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
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2332 Galiano Street, 2nd Floor
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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
9.0 Admissions, Financial Aid,
Campus Community,
Student Financials, Student
Records, Academic Advising
Go Live Project Manager
PeopleSoft HCM
Implementation
9.0 Administer Workforce,
Payroll, Benefit
Administration, Time and
Labor, Employee Self
Service
Go Live Project Manager
PeopleSoft Campus Solutions
Upgrade
9.0 Student Records,
Campus Community,
Admissions,
Student Financials,
Financial Aid,
Campus Portal
Project Manager
ADP HR Enterprise
Implementation
4 Employee Administration,
Base Benefits,
U.S. Payroll, TimeSaver
Technical Project
Manager
PeopleSoft Student
Administration Support &
Legacy Systems
8SP1
Student Records,
Campus Community,
Associate Director
Technology
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Admissions,
Student Financials,
Financial Aid
PeopleSoft Student
Administration Implementation
8.0 Student Records,
Campus Community,
Admissions,
Student Financials,
Financial Aid
TECHNICAL PROJECT
MANAGER
PEOPLESOFT HCM 8
Administer Workforce, Base
Benefits, Payroll PEOPLESOFT PROJECT
MANAGER
PEOPLESOFT HCM 8
Administer Workforce, Base
Benefits, Payroll, Time &
Labor
PEOPLESOFT PROJECT
MANAGER
PEOPLESOFT HCM
7.5 Payroll Payroll Expert
PEOPLESOFT HCM
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.
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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.
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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.
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3rd
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.
2nd
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.
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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 Gainesville, FL
B.A., Economics
Florida International University Miami, FL
M.B.A
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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
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Client Name Project Modules Role
Implementation
AutoNation USA Retek
Implementation
Inventory Management Technical Resource
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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
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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 3rd
party provider‟s specifications
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Coordinated testing between 3rd
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 Gainesville, FL
B.A., Economics
Florida International University Miami, FL
M.B.A
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Scott L. Hills Senior HCM Business Consultant
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.
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PeopleSoft Product Experience
Professional Experience
PriceWaterhouseCoopers (Tampa, FL) Jan. 2003 – 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).
Overall Functional PeopleSoft
Experience
Total
Years
Performance Management –
ePerformance
3 Years
Health & Safety 3 Years
Compensation – Variable Comp,
Salary Planning,
eCompensation.
9+
Years
HR Applications 12+
Years
Web / Self-Service Applications 7 Years
Base Benefits 3 Years
Benefit Administration 1 Years
Payroll 2+
Years
Accounts Payable 1+ Year
Overall Technical
PeopleSoft Experience
Total Years
Custom Development (Bolt-on
applications)
13+ Years
SQR (and SQL) 13+ Years
PeopleCode 13+ Years
System Upgrades/ Fixes 11+ Years
Application Engine 10+ Years
Workflow 10+ Years
Security 9+ Years
Web environment/Self service
Development
10 Years
Multi-Language Development 3 Years
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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. 2000 – Dec. 2002
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.
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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. 2000 – Aug. 2000
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. 2000
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:
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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. 1998 – 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) Oct. 1998
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. 1998 – Sep. 1998
Business Technical Consultant
(PeopleSoft v6, platform – Oracle
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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. 1998
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.
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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
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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, Interface Developments
Technical Developer
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, Student Records, Financial Aid, Student Financials, Advisement, Contributor Relations, and HR/Payroll
Sole Functional and Technical Consultant
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 System Audit
PeopleSoft 8 Student Financials, Integration with General Ledger and Accounts Payable
Functional Lead / Technical Developer
Florida International University
Implementation, Enhancements
PeopleSoft 8 Student Financials, General Ledger
Functional Lead / Technical Developer
The University of Pennsylvania
Implementation PeopleSoft 8 Enterprise Portal, Contributor Relations, Campus Community, 3Cs
Functional Lead / Technical & Training Developer
The University of Southern Mississippi
Upgrade, Implementation
PeopleSoft 7.6 to 8 PeopleSoft 8.0 to 8.9
Contributor Relations, Student Financials, 3Cs, Self Service
Functional Lead / Technical Developer
Gemological Institute of America (GIA)
Implementation PeopleSoft 8 Contributor Relations, Campus Community, General Ledger, 3Cs
Technical Lead / Functional Lead
West Chester University Implementation PeopleSoft 8 Admissions, 3Cs Technical Lead /
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CLIENT NAME PROJECT TYPE VERSION MODULES ROLE
Project Manager
West Chester University Upgrade PeopleSoft 7.6 to 8
Contributor Relations, Student Records, Academic Advisement, Student Financials, Financial Aid
Technical Lead / Project Manager
West Chester University Implementation PeopleSoft 7.6 Contributor Relations, Campus Community, 3Cs, General Ledger Integrations
Technical and Functional Lead / Project Manager
Bryn Mawr College Upgrade, Implementation
PeopleSoft 7.6 to 8
Contributor Relations, Campus Community, 3Cs, General Ledger Integrations
Functional Lead / Technical Developer
St. Thomas University Upgrade, Implementation
PeopleSoft 7.6 to 8
Contributor Relations, Campus Community, 3Cs, General Ledger Integrations
Technical and Functional Lead
Northern Alberta Institute of Technology
Implementation PeopleSoft 6 Student Records and Student Financials
Technical Developer
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
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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 emailing 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 8.9
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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 8.0
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Led USM foundation, alumni associations, athletic club, and information technology departments in the re-
implementation 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.
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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 (04/2000 – 07/03)
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 (07/1999 – 03/2000)
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 – 06/1999)
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 (11/1998 – 03/1999)
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.
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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
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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
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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
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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.
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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 2000.
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 2003.
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,
2002.
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, 2002
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STEVE HAMROCK
Student Records Lead Consultant
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 go-
live 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 University
Implementation PeopleSoft 8.9 Student Records, Academic Advising
Functional Lead
Pennsylvania State System of Higher
Education (PASSHE)
Implementation SAP Campus Solutions
Academic Advising, Student Records
Functional Lead
Frostburg State University
Implementation PeopleSoft 8.x Student Records, Academic Advising, Campus Community
Functional Lead
Butler University Implementation PeopleSoft 8 Student Records Functional Lead
Cleveland State University
Production Support
PeopleSoft 7.6 Student Records Functional Lead
University of Minnesota
Production Support
PeopleSoft 7.x Student Records Functional Lead
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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
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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
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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:
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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. 2001 – 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.
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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
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HealthCare Experience – Highmark Blue Cross/Blue Shield
(August 1995 – August 1997)
Project Manager – Details provided upon request
Manufacturing & Distribution Experience – Fisher Scientific
(1989 – 1995)
MIS Supervisor/Systems Analyst – Details provided upon request
Government Experience – Central Intelligence Agency
(1985 – 1989)
Programmer/Systems Analyst, Supervisor – Details provided upon request
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KRISTI KOEGLE
Senior PeopleSoft Functional Lead Consultant
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
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General Electric – Schenectady, NY (08/2006 – 12/2007)
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 – 03/2006)
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 – 12/2005)
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
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Affinia Group – Toledo, OH (01/2005 – 09/2005)
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 – 10/2004)
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 – 07/2004)
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 (07/2003 – 01/2004)
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
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MCCS - Marine Corps Community Services – Quantico, VA (05/2002 – 07/2003)
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 (12/2001 – 05/2002)
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 – 11/2001)
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
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Languages: SQR, SQL and PeopleCode
PeopleSoft Skills: HR, Base Benefits, Payroll, ePay, Benefits
Administration, Talent Acquisition Management,
Variable Compensation, Pension Administration,
Security, PS Query, PeopleTools, XML Publisher
Additional Skills: Data Mapping, Data Conversion, Application
Development, Configuration, End User Training,
Fit/Gap Analysis, Testing, Troubleshooting
Rewards/Recognition: PeopleSoft Outstanding Contributor Team Award,
2004
Education: Bachelor of Science in Business Administration/
Management Information Systems
Bowling Green State University
Bowling Green, OH
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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-
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specific guidance needed to ensure a successful implementation/upgrade. Our CAP status grants us
access to Oracle’s eBusiness Product Focus Area, enabling us to stay ahead of the curve and in close
contact with Oracle regarding the intricacies of Oracle applications. Additionally, Collaborative
Solutions employees have access to a full complement of Oracle eBusiness knowledge capital and
training that partner without the Oracle eBusiness Product Focus Area do not.
Second, our employees have long-standing relationships with Oracle’s eBusiness Product Strategy
and Application Development groups dating back to the mid-1990s. The strength of these
relationships has enabled us to work closely with these groups in shaping the product features and
collaborating on resolutions for product issues.
Collaborative Solutions is a small, woman-owned business and is certified by the Department of
Minority Business Enterprise. Our SWaM certification number is 659104.
ATTACHMENT F: 2008 TAX INFORMATION Included in subsequent pages.
ATTACHMENT G: ORGANIZATIONAL CHART. Included in subsequent pages.