original request for proposal #3135-10 software ...€¦ · mcccd rfp #3135.10 software development...

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ORIGINAL

Request for Proposal #3135-10

Software Development & Implementation Services

November 21, 2012

www.msstech.com 1555 E. Orangewood Avenue Phoenix, AZ 85020

MCCCD RFP #3135.10 Software Development & Implementation Services

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Table of Contents

DESCRIPTION OF FIRM ....................................................................................................................................................... 3

BUSINESS MARKETS ..................................................................................................................................................................... 3 COMPANY BACKGROUND .............................................................................................................................................................. 3 REVENUE ................................................................................................................................................................................... 4

SPECIFIC REQUIREMENTS RESPONSE .................................................................................................................................. 5

SCOPE OF WORK ......................................................................................................................................................................... 6 RESPONDENT QUESTIONNAIRE ....................................................................................................................................................... 8 SERVICES AVAILABLE .................................................................................................................................................................... 9

MSS ORGANIZATIONAL CHART ........................................................................................................................................ 11

ATTACHMENTS ................................................................................................................................................................. 12

MSS CONSULTING PERSONNEL .................................................................................................................................................... 12 APPENDIX A - PRICING SCHEDULE................................................................................................................................................. 35 9. SIGNATURE PAGE .................................................................................................................................................................. 36 ATTACHMENT B - BIDDER’S STATEMENT ........................................................................................................................................ 37 PAST EXPERIENCE ...................................................................................................................................................................... 38 ADDITIONAL BUSINESS INFORMATION ........................................................................................................................................... 46 FINANCIAL STATEMENT .............................................................................................................................................................. 48

APPENDIX A – RFP #3136-10 ADDENDUM #1 ................................................................................................................... 55

APPENDIX B – ACKNOWLEDGMENT OF RECEIPT .............................................................................................................. 58

APPENDIX C – RFP #3135-10 ADDENDUM #2 .................................................................................................................... 59


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DESCRIPTION OF FIRM

MSS Technologies Inc. (MSS) is pleased to submit this proposal in response to the Maricopa County Community

College District (MCCCD), Request for Proposal Software Development & Implementation Services, dated

November 21, 2012. We recognize the importance of achieving a high level of success with the use of outside

service companies. MSS can uniquely achieve that level of success by providing MCCCD with the following

commitments to quality:

A commitment to find the “right” business solution for each effort;

A commitment to staff the project with our most qualified personnel; and

A commitment to deliver professional services on time and within budget.

Business Markets

In MSS’ 20+ years of providing business application solution services, we have developed successful markets in

the Commercial Business, Public Sector, and Education Sector. The following highlights our focus within each of

these areas:

Commercial Business – MSS’ focus in this sector is primarily in the manufacturing, distribution, and services

industries (hospitality, telecommunication, utilities). MSS has provided strategic information planning and

implementation services to both Fortune sized and mid-market companies in this sector.

Public Sector – MSS has provided business application solution consulting services to this sector since the late

1980’s to both local and state government organizations. Services in this sector include strategic information

system planning, software evaluation and selection, and application implementation and integration. MSS’ also

provides electronic document management and workflow consulting services and support into this sector.

Education Sector – MSS’ business application consulting services in this sector have been focused primarily at

the community college level. MSS has assisted several community colleges and governing entities in this area

since the mid 1990’s. MSS’ practice in this area has been generally around the Microsoft technologies and our

partnership.

MSS maintains a client base in both the public and private sectors of business. Our experience crosses all sizes

of organizations including start-up companies to divisions of large corporations.

Company Background

MSS is the regionally based management and technology consulting firm business leaders turn to when they

need enduring results. Since 1989, MSS has built a reputation for providing top-notch services to mid-sized and

Global 2000 businesses. Our firm’s legacy is evident in our awards and recognition, including:

Ranked the #1 Management & Technical Consulting firm in 2006, 2005, 2002, and 2001 and consistently ranked in the top three since 2001 (Ranking Arizona)

Recognized by the ASBA and Comerica Bank as one of the Top 50 Companies to Watch

Ranked in the top 25 Software and Network Integration companies (Business Journal)

Most important, is the way we partner with our clients. We have been in business longer than most of our

competitors and, as is evident in our legacy, we build long-term relationships with each of our clients. Our

mission: “To astonish every customer by enabling their business vision through the engagement of passionate

MSS employees in the delivery of proven solutions”. Our focus is to facilitate, educate, and support our clients to

help them achieve outstanding performance through leading practices and the proper application of technology.


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MSS Corporate Headquarters

1555 E. Orangewood Ave

Phoenix, AZ 85020

602-387-2100

602-256-6040

www.msstech.com

Colorado Branch

12596 W. Bayaud Avenue, Suite 190

Lakewood, CO 80228

Ownership

MSS Technologies, Inc. is a privately owned company.

Revenue

See Attachment “Financial Statement” of this response

D-U-N-S Number: 79-900-2506

D&B Rating: 1R2

D&B PAYDEX®:

12-Month D&B PAYDEX: 80


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SPECIFIC REQUIREMENTS RESPONSE

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.

See Pages 43-47

4.2.2. Each Proposer must provide MCCCD with a list of all higher education institutions that have utilized their

services (in the areas they are responding to) for 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.

See Pages 48-50

4.2.3. Each Proposer must provide MCCCD with a list of all clients who now have applications in production,

utilizing the areas they are responding to, as a result of using the Proposer’s services.

Below is a partial CONFIDENTIAL list of relevant clients.

4.2.4. Each Proposer must provide the name of the specific services lead that will be assigned to coordinate the

MCCCD project(s).

Brian Jung – Consulting Services Director

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.

See Pages 13-39

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.

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.

See Attachment – Financial Statement (Page 40)


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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 Page 12

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:

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 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.

From time to time, MSS may be subject to various legal proceedings and claims, either asserted or unasserted, which arise in the ordinary course of business. While the outcome of these claims cannot be predicted with certainty, management does not believe that the outcome of any of these legal matters will have a material adverse effect on our financial position or our ability to provide the proposed services. Neither MSS nor its principals are currently involved in any litigation nor have either ever filed for bankruptcy. MSS was named as a party to litigation in 2001 related to a software implementation project. The litigation was settled before proceeding to trial.

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 student data or system software, which

may become accessible to the vendor.

MSS will comply with all security requests.

Scope of Work

5.1 Describe Proposer’s services (May require more detail regarding items below see pg 1), 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.

5.1.1 Implementation: MCCCD is seeking assistance in coordinating the implementation of solutions

utilizing the above applications and related systems as well as future migration to unspecified

applications or solutions.

MSS’ core information systems services are focused on the implementation of business

application solutions. MSS has a 20+ year track record of performing application systems

design, development, software package evaluation/selection, and application software package

implementation. These projects have been across a variety of platforms and operating systems,

including IBM mainframe, IBM midrange (AS/400 & RS6000), Sun, Digital, LAN and Web based

applications. (MSS also has significant development experience using Microsoft technologies,

including Microsoft.NET and Windows 2000.) Additionally, MSS has been involved in Strategic

Planning Projects in which Business Continuity Planning issues have been addressed. In

addition to Business Continuity Planning, MSS has been involved in the development and review

of Disaster Recovery Procedures.

5.1.2 Programming: MCCCD may seek training and assistance to implement, support, and extend

applications using the solutions indicated in the Proposer’s response.

MSS has experience in designing and developing Business and Office Systems Applications

using Microsoft Technologies and Tools. MSS has particular expertise in application

programming in a variety of environments including; midrange, client/server, PC based systems,

and mainframes. Specific applications, development tools, and language experience includes,


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Microsoft .NET, VB.Net, ASP.Net, ADO.Net, XML, SOAP, SQL Server, C#, VC++, VB, ASP,

MFC, Oracle, and Java.

5.1.3 Integration Testing: MCCCD may seek assistance in integration of systems and services related

to the solutions indicated in the Proposer’s response.

MSS has experience in the designing and development of test scenarios to facilitate Integration

Testing. These scenarios are developed by conducting an analysis of business processes.

5.1.4 Reporting: MCCCD may seek assistance in the development and implementation of Enterprise

Reporting, data ware housing, and Decision Support Systems.

MSS offers innovative opportunities for capturing and processing new information and MSS can

help make those opportunities work for you. Our Business Intelligence Services allow end-users

to query, analyze, and report information necessary to make sound business decisions using

Data Marts, Data Warehouses, Executive Information Solutions, and OLAP.

5.1.5 Directory Integration: MCCCD may seek assistance in the development and implementation of

directory implementation strategies utilizing the solutions indicated in the Proposer’s response.

MSS has no response to this category as MSS Technologies does not provide this service.

5.1.6 Data Warehousing: MCCCD may seek assistance in the development, support or implementation

of Data Ware Housing solutions utilizing the solutions indicated in the Proposer’s response.

MSS has a dedicated consulting practice focused on the delivery of Business Intelligence and

Data Warehouse Solutions. MSS is capable of implementing and supporting Data Warehouse

Projects. The firm has experience in developing data management requirements, data

modeling, and similarly related tasks.

5.1.7 Decision Support: MCCCD may seek assistance in the development, support or implementation

of Decision Support solutions utilizing the solutions indicated in the Proposer’s response.

MSS Decisions Support Solutions offer innovative opportunities for capturing and processing

new information. Our Business Intelligence Services allow end-users to query, analyze, and

report information necessary to make sound business decisions using Data Marts, Data

Warehouses, Executive Information Solutions, and OLAP.

5.1.8 Data Quality Initiatives: MCCCD may seek assistance in the development, support or

implementation of Data Quality Initiatives utilizing the solutions indicated in the Proposer’s response.

As part of our Data Warehouse Practice, MSS has been involved in the implementation of

Microsoft’s ETL Tools such as DTS and SSIS. These tools are used to extract data and to filter

data to insure quality.

5.1.9 Training: MCCCD may seek assistance in the development and provision of end-user training

regarding the solutions indicated in the Proposer’s response.

MSS provides customized training for ERP and Business Intelligence Solutions or custom

developed solutions.

5.1.10 Testing: MCCCD may seek assistance in the development and implementation of testing related

applications and related systems utilizing the solutions indicated in the Proposer’s response.

MSS has extensive experience in the design and development of test plans and scenarios to

facilitate Testing. These scenarios are developed by conducting an analysis of business

processes.

5.1.11 Documentation: MCCCD may seek assistance in the development of technical and end-user

documentation regarding the solutions indicated in the Proposer’s response.

MSS can provide Business Analysts to develop Systems and End User Documentation.

5.1.12 Multimedia / Personalization Development: MCCCD may seek assistance in developing,

implementation and support of multimedia modules and/or applications to assist in personalization of

course content to increase student interaction, engagement and success in online coursework.

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.


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The goal of MSS is to form an on-going partnership and provide value to our customers by

providing leadership through application, technical and implementation knowledge transfer

throughout the implementation/application process. Each documented task within our

implementations will involve MCCCD in such a way that “Knowledge Transfer” is available to the

Project Participants. Through this process, we are able to ensure a more comprehensive and

rapid knowledge transfer to keep your organization productive.

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.

See Pages 48-50

5.4 Describe the extent of experience by the Proposer with development, implementation, or support related to

the solutions indicated in the response.

See Pages 43-47

5.5 Describe the length of time the Proposer has been in business as the entity responding to this RFP.

MSS Technologies, Inc. (MSS) founded in 1986 and based in Phoenix, is a leading provider of business

application systems solutions in the western states. For over twenty years, MSS has helped small, mid-

enterprise, and Fortune 1000 sized companies manage their business processes by applying the proper

technology to those processes.

5.6 Describe the number, experience, and specialties of the Proposer’s staff dedicated to the development and

implementation of the responding software. Please include resumes of potential proposed staff.

See Resumes Pages 13-39

5.7 Describe what facilities and staff, if any, are permanently located in the Phoenix, Arizona metropolitan

area.

MSS provides services to companies in Arizona and throughout the Western States from their

headquarters in Phoenix with approximately 30 permanent employees and a branch office in Denver with

approximately 15 permanent employees.

5.8 Specify the process Proposer will use to communicate organizational changes that impact these services to

MCCCD.

Any significant organizational changes at the VP level will be communicated in writing to MCCCD.

5.9 Provide the maximum percentage price increase for years two to five as compared to year one.

MSS provides competitive market rates to our clients. Rates are reviewed annually, with respect to

market conditions. MSS will raise our rates by 5% each year over the course of 5 years.

5.10 Maricopa prefers that the Proposer provide workstations and administrative support for their own

employees.

MSS provides its consultants with laptops and internal administrative support.

5.11 Documentation and all deliverables resulting from the contract shall remain the property of MCCCD.

MSS agrees to this statement.

Respondent Questionnaire

Provide all requested information. Failure to provide required information may cause the proposal to be deemed

non-responsive.

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.


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MSS Technologies' clients span a wide range of businesses. MSS consulting services, hardware, and application solutions are implemented to fit our client’s needs. Our experienced professionals work in partnership with you, the client, to achieve solutions for your business. MSS Technologies maintains a client base in both the public and private sectors of business. Our experience crosses all sizes of organizations including start-up companies to divisions of large corporations. The following is a partial list of MSS' client base. If MCCCD has specific questions regarding these clients, MSS will be happy to provide the information.

7.1.2. Identify the key staff (exclusive of support or administrative staff) in the firm who will have primary

responsibility for work under this contract.

See Pages 13-39

7.2. Past Experience 7.2.1 Give the names, addresses, and telephone numbers of at least three (3) current professional client

references that you currently have under contract.

See Pages 43-47

7.2.1 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.

Over a 20 year period, MSS has implemented hundreds of Business Application Solutions for its customers. MSS does not provide general lists of our customers as some agreements may preclude us from mentioning customer names. MSS respects the privacy and confidentiality of our customers. We will be happy to provide reference information as a condition of final selection.

7.2.3 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.

Neither MSS nor its principals are under formal investigations or informal inquiries from any federal or state regulatory agency.

Services Available

7.3.1 Explain why you feel your company should be awarded the contract.

MSS has maintained a long standing relationship with MCCCD for several years. MSS’s commitment to

our client and quality of work has resulted in consistent projects with MCCCD. Specifically, MSS has


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participated in multiple engagements with MCCCD, Rio Salado Community College and South Mountain

Community College.

MSS provides a single resource for information systems needs. MSS is an Arizona Corporation based in

Phoenix. We have over 50 professionals in our Phoenix and Denver offices focused on assisting

customers with a variety of information systems solution needs. Combined with our network of strategic

and solution partners, MSS can assist MCCCD address any information systems support or solution

needs.

MSS is a recognized leader in delivering quality and value in our solutions. MSS has been recognized

consistently by business and industry associations, our solution partners, and even our customers as a

premier service provider. Evidence of this recognition is fact that MSS has been ranked the #1

Management/Technical Consulting Firm for 2001, 2004, 2005, & 2006 by Ranking Arizona.

7.3.2 Confirm or qualify your ability to provide each element of Section 5 "Scope of Work.”

See Pages 6 - 9

7.3.3 Complete the Questionnaire to provide specific information about the services that may be provided.

MSS has responded the all Questionnaire items throughout this RFP.

7.3.4 Describe your technological resources and how they can be used in support of the services you can

provide.

See Resumes pages 13-39

7.3.5 List any additional information about your firm and personnel that would demonstrate the firms’

qualifications to provide requested services.

See Description of Firm Page 3


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MSS ORGANIZATIONAL CHART

President

VP OperationsVP Sales &

Marketing

Controller

Sr. Staff

Accountant

Staff Accountant

& Benefits

Coordinator

AP/AR Clerk

Corporate

Administration

Manager

VP & GM

of Oracle JDEVP Management

Services

Recruiting, Hiring

& Training

Coordinator

Corporate

Administrator

Systems

Administrator

Contracts

Coordinator

Page 1

MSS Org Chart: Corporate

Operations

Manager (IFS,

EBS, MC, BI)

IFS Program

Manager

Oracle EBS

Program

Manager

BI Program

Manager

IFS Project

Manager(s)

Oracle EBS

Project

Manager(s)

BI Project

Manager(s)

Mgt. Consulting

Project

Manager(s)

QC Coordinator

Senior

Consultant(s)

IFS Finance

Analyst(s)

EBS Financial

Analyst(s)

IFS

Manufacturing

Analyst(s)

IFS Technical

Consultant

EBS

Manufacturing

Analyst(s)

BI Lead(s)

BI Developer(s)

BI Data

Architect(s)

IFS Distribution

Analyst(s)

Oracle DBA

Technical

Developer(s)

Page 1

MSS Org Chart: Operations / Delivery

EBS Distribution

Analyst(s)

Oracle DBA

Technical

Consultant

General

Consulting

Program

Manager

VP Operations

Consultant(s)


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ATTACHMENTS

MSS Consulting Personnel

Paula Dawson

Consulting Services Director

Length of Service: 25 years

EXPERIENCE

Ms. Dawson has twenty years experience in managing development and implementation of large-scale business applications systems. Her major emphasis has been project management, requirements definition, and custom and package systems development and implementation.

Currently participating as the overall project manager responsible for an application modernization,

integration and enhancement effort for a large waste removal corporation. The project is comprised of six

subproject teams configured to support full operations of the corporation’s national accounts group based in

Houston, Texas, including:

Technical Environment and Infrastructure

Customer Contract and Account Maintenance

Web Enabled Customer Service

Dispatch and Fulfillment

Consolidated Billing

Settlement with Third Party Hauling companies

Prior to starting the current project, Ms. Dawson participated in a requirements study to evaluate make or

buy options for the functionality required to support the national accounts group. Once the decision was

made to leverage the functionality in one of the corporation’s main operations and billing applications, she

was responsible for defining the project, selecting internal and subcontracted resources, selecting

modernization tools and tax software.

For the same waste removal corporation, Ms. Dawson has participated in the following additional efforts: Implementation of punch-out capabilities for the Ariba Supply Chain software to provide a user-friendly

order entry screen that displays specific services available to individual stores for the largest national account contract.

Serving as interim national accounts information system manager to provide day-to-day production support for the existing billing, settlement and customer service applications.

Responsible for coordination and maintenance of the project work plan for a large multi-phased

implementation of PeopleSoft Financials, Budgeting and Procure to Pay modules for a large utility company.

Implemented processes for capture of weekly actual hours, project plan updates including resource leveling

and task rescheduling. Also established status reporting processes at four levels (team, project

management, program management and steering committee levels) to monitor project performance and

identify variances so timely corrective actions could be taken.

Provided project management, functional and technical design for development of an application to

streamline and automate the following National Accounts business processes:

Third party hauler invoice entry and payment

Calculation and reporting of month end accruals of services provided by Third Party Haulers

Reporting to:

o Explain payments to Third Party Haulers

o Age payments serviced by Third Party Haulers

o Analyze Third Party Hauler invoicing trends

o Analyze National Accounts hauling costs by vendor, etc.


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The project team, led by Ms. Dawson, was responsible for conducting system testing, supporting user

acceptance testing and developing end user documentation and training materials as part of a multi-phase

roll out of the system’s features

Participating in a project with the Arizona Administration Office of the Courts (AOC) and their strategic

partner to implement a statewide program to enforce court ordered sanctions. Ms. Dawson has worked

closely with the strategic partner to analyze court business practices and identify and document court

requirements. She has participated in the detailed design of both a pay by phone and a pay by web

application to support payments in both English and Spanish; as well as, documented modifications to the

strategic partner’s existing ticket management system to support AOC requirements.

In addition, Ms. Dawson has been responsible for development and execution of the overall test plans, for

the strategic partner, for both the interim rollout of special collections to three pilot courts and the full

program rollout statewide, including court, Department of Revenue and Motor Vehicle Division interfaces.

She also has provided consulting advice to the partner to assist in scheduling and managing the overall

delivery of the program deliverables

Served as project manager and lead business analyst for the implementation of Microsoft Commerce Server

2002 (CS2002) at a large consumer electronics distributor. This project involved assessing the customer’s

business requirements and then implementing a hybrid B2B and B2C commerce site in a phased approach.

The initial phase allowed the company to develop an entry-level solution while still preserving their capability

to scale the size and functionality of the site as their business grew and their requirements evolved.

As part of the effort, Ms. Dawson assisted in designing the product catalog and category definitions, their

shopping and checkout flows and a highly customized payment and freight calculation process. In addition,

the MSS solution included a process to synchronize the web customer and order information with their back

office sales order and fulfillment system periodically throughout the day. In addition to supporting the MSS

development team, Ms. Dawson participated in developing and delivering training to transition CS2002 and

server support to the client’s personnel.

Ms. Paula Dawson has participated as a Project Manager for one of the nation’s largest industrial waste

removal company on the following projects:

Electronic Bill Presentment and Payment System – Ms. Dawson participated as the test manager

for an implementation/customization of Pitney Bowe’s D3 EBPP application. She was responsible

for development of test plans for the phased application delivery and coordinated the overall testing

effort, including interfaces with the three customer billing systems and various banks to support

ACH, EFT and Credit Card Payment processing. When the delivery schedule was extended, Ms.

Dawson took over project management responsibility for completion and acceptance testing of the

application, pilot site implementation and coordination of the remaining rollout to client sites

throughout the U.S.

Prospect Management System – Ms. Dawson participated as the project manager for an

implementation of the Pivotal CRM software using Microsoft SQL Server. Because of the company’s

unique requirements, a solution approach was developed that leveraged the out of the box CRM

functionality with minimal customizations. In addition to participating in the design, development and

testing of the application, Ms. Dawson assisted in developing a training plan geared towards three

distinct user groups: divisional sales representatives, divisional sales managers and administrative

support, and regional and corporate management. She also developed a deployment plan and

assisted the customer in the initial pilot deployment before transitioning support to their internal staff

to deploy to the remaining nationwide field locations.

Budget System Web Development –Ms. Dawson provided project management support for the

Web Based Budget System Development project. The web-based annual budgeting system (ABS)

allows users to electronically manage and complete the annual budget submission and approval

process. Each user prepares an Excel spreadsheet and uploads this file to the web application. The

system extracts data from Excel and stores it in a SQL database. Managers approve or reject these


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uploaded budget submissions via a web interface. Mangers have the ability to download and

consolidate this data into a newly created Excel spreadsheet to view.


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Brian Jung

Consulting Services Director


EDUCATION

M.S., Management Information Systems, University of Arizona

B.S., Economics, Northwestern University

EXPERIENCE

Mr. Jung, Strategic Services Consulting Manager, has over eighteen years of experience providing IT Consulting

Services with areas of emphasis in strategic planning, requirements definition, systems implementations, project

management and quality assurance reviews. Similarly, Mr. Jung has worked extensively in the design and

implementation of financial and human resources information systems for both the private and public sectors.

His experience includes:

Participated as the Program Manager over the 3 Year Project for Rio Salado Community College. The initial phase of the Project involved the assessment of Rio’s e-Learning Applications, and how those systems were aligned with the College’s growth plans. Recommendations from that first project phase were then input into requirements documents that were used to evaluate vendor software solutions. Based on the results from the evaluation, Mr. Jung coordinated the efforts of the MSS and resources from Microsoft to launch RioLearn, which was a .NET Development Effort. The resulting application now serves as the foundation of RioLearn which is Rio Salado’s E-Learning System of the future.

Participated as the Program Manager for Thunderbird International School of Management. Mr. Jung was involved in a review of the organization’s Administrative Systems which encompassed Finance/Accounting, Human Resources, and Student Information Systems. Thunderbird was using a number of disparate systems to manage their Administrative Systems Environment. Similarly, a .NET Development Path was recommended to move their e-Learning Application (My Thunderbird.com) forward to meet new organization requirements.

Participated as the Project Manager and Lead Consultant on a Needs Assessment Project for the City of Peoria. The first phase of the project focused on the identification of systems needs for each department within the City. The identified needs were formatted into the Information Systems Plan. The project’s second phase focused on the development of financial system requirements which led to a process of evaluating alternative vendor solutions. The final step of this second phase resulted in the selection of a financial systems replacement product.

Participated as the Project Manager for the City of Phoenix Water Services Department Electronic Document Management System (EDMS) Project. Mr. Jung is directly involved in working with the City’s users to define EDMS requirements and to identify/resolve document related issues. Similarly, Mr. Jung will be involved in the evaluation of the proposed EDMS vendor solutions.

Participated as the lead consultant for the implementation and support of a global wide Transportation Finance System for BHP Copper. In his role as lead consultant, Mr. Jung has assisted BHP by developing and managing project work plans, working with users to define enhancements, and by serving as the chief liaison with the software vendor. Similarly, he has also assisted in the redefinition of business processes to support the new application.

Conducted a Needs Assessment Project to define requirements and construct an Information Systems plan for a Phoenix based not-for-profit agency. As the Lead Project Participant, Mr. Jung conducted management interviews, developed business systems requirements and also formulated a strategy document summarizing the complete set of project deliverables. The final report and presentation presented a plan including schedules, costs, and recommendations.

For the City of Sierra Vista, Mr. Jung also provided the Project Management function for an engagement which involved the selection of a third party Financial Management System. His responsibilities were to identify the City’s business requirements through a series of in depth interviews, preparation of a detailed


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requirements document, preparation of a formal Request for Proposal, coordination of the vendor proposal review process, and development of a final recommendation in the vendor selection process.

As Project Manager, Mr. Jung conducted a major study involving an MIS Effectiveness Review conducted on behalf of the City of Chandler. His role was to develop the project plan, develop a work plan of goals and objectives, conduct a series of interviews with both user department and MIS personnel, analyze the results, and prepare and present a final report and recommendations to City management.

For Dental-Net, Mr. Jung was responsible for conducting an assessment and evaluation of the organization’s dental managed care and financial applications. After developing the initial assessment, he was involved in working with the organization to define functional application requirements which served as the benchmark for evaluating proposed software solutions. Mr. Jung also worked with Dental-Net in the development of a Request for Proposal document as well as the evaluation of the vendor RFP responses.

Managed the implementation of a claims and premium system upgrade for a large insurance organization. Mr. Jung’s responsibilities included the development of work plans, the establishment of quality assurance milestones, and the overall monitoring of project progress. In addition, Mr. Jung served as liaison between users, developers, and the software vendor to insure that project deadlines were being met.

Mr. Jung participated in the design of a corporate-wide on-line human resources system for Amoco Corporation. Mr. Jung’s responsibilities included working with the end users to develop system requirements, establishing appropriate data structures to meet those requirements, analyzing current and future business applications, and maintaining documentation pertinent to the project. Mr. Jung also assisted in the analysis of data integrity issues associated with the human resources personnel system.

Technical consultant in review of cost accounting systems at a large electric utilities firm. Mr. Jung’s primary responsibility was to assist in the development of a management report outlining information systems strategies for enhancing technical and functional capabilities of accounting systems processes. To formulate the report, his duties included documenting and assessing current systems, analyzing the impact of a technology upgrade to a DB2 environment, developing an implementation plan for the recommended approach, evaluating the cost/benefit impact of the recommended strategy, and presenting the findings to company management.

Mr. Jung participated in the design and installation of an on-line utility donation system for the City of Mesa. Mr. Jung’s responsibilities included developing a conceptual design document, writing detailed program specifications, formulating system test plans, and coordinating conversion with the City’s existing and proposed utility systems.

Coordinated the development and documentation of a strategic information systems plan which focused on the implementation of all financial systems for an industry-leading educational laboratory software development company, based in Arizona and Illinois.

Conducted a strategic review of the Hewlett-Packard Revenue Accounting System at America West Airlines. His project responsibilities included developing a review questionnaire, interviewing key ITS and user representatives, assessing short term requirements/needs, and documenting findings for presentation before AWA management. The report documented a short term action plan designed to assist ITS in supporting Revenue Accounting while it resides on the HP platform.


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Nadine Davies

Senior Business Analyst

Length of Service: 7 Years

EDUCATION

Master of Business Administration, University of Illinois

Concentrations in Finance and International Business.

Bachelor of Arts, Indiana University

Major – Psychology, Minors – Mathematics and Computer Science.

EXPERIENCE

Ms. Davies has over fifteen years of experience in the software and financial services industries. She has spent

the past 10 years in the software industry encompassing a wide variety of activities including project

management, product design, process re-engineering, pre-sales support and training. Ms. Davies is a true

hybrid business/technical professional with the ability to communicate effectively with and between technical and

non-technical team members and at all levels of management. She possesses strong customer relationship

skills with a commitment to, and a track record of, creating a high level of customer satisfaction – including

turning around damaged relationships. Ms. Davies is a hands-on manager who works to maintain deep product

knowledge with a history of developing creative implementation solutions.

A few examples of recent project experience include: For Maricopa Community Colleges, Ms. Davies participated as a Lead Testing/Business Analyst for the

organization’s E-Learning System. She was responsible for developing system test plans, validating test input and documenting system test results. She worked directly with the end users to coordinate testing activities and served as a liaison to the IT Department to provide status updates. The application was in production addressing the needs of thousands of students taking remote e-Learning classes at Rio Salado.

Ms. Davies participated on a project to develop a BI Technical Design Document that addressed the

organization’s planned TMS Reporting Replacement Initiative. During this project, Ms. Davies was responsible for:

- The development of Data Repository and ETL recommendations that were based upon an analysis of the required information input sources;

- The development of BI Product Recommendations that addressed identified reporting requirements which provided end users with tools that facilitate ease of use as well as supported ad-hoc analysis, drill through reporting, and graphical representation of the data;

- The development of recommendations that addressed required infrastructure components that included hardware configurations and associated technical administration requirements, and;

- The compilation of a Technical Design Document summarizing the results of the Project including a recommended implementation timeline.

Ms. Davies led a Finance and Accounting Vendor Product Evaluation Project for a national insurance

company. The projects involved the documentation of requirements, the validation of the business case, facilitation of vendor demonstrations and the design of an implementation plan. The project involved working with their financial and accounting departments.


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Ms. Davies has worked with several municipalities on a variety of projects including: - Vendor product evaluation and selection for an Asset Management System The project involved the

documentation of requirements, the validation of the business case, facilitation of vendor demonstrations and the design of an implementation plan. The project involved working with representatives of all City departments;

- Creating and implementing a filing system in preparation for the implementation of an EDMS solution;

- Working with all City departments to develop requirements and performing Vendor evaluations for the selection of an EDMS solution;

- A City wide IT Assessment project encompassing all City departments in order to determine the short and long term infrastructure, organizational and product implementation goals of the City.

For a Fortune 500, waste Management Company, Ms Davies was team lead on a multi phase project to

improve and modernize the companies customer service, dispatch and billing operations in an AS/400 environment. Project responsibilities included; development and maintenance of project plans, development of gap analysis and functional requirements, development of test plans, data conversion and user support.

For a State Education Department, Ms. Davies managed a team of software developers which were responsible for supporting applications related to the funding of the State’s Schools. Her primary responsibilities included managing application development projects through the entire life cycle, supervising the implementation of changes and enhancements to existing systems in accordance with legislative changes and user requests, and maintaining good relationships with the internal user departments. Additional duties included hands on trouble shooting, facilitating meetings and providing training support for internal staff. While in the position, Ms. Davies:

- Built a cooperative and team oriented working relationship between IT and our main user department which increased development productivity and user satisfaction.

- Designed a new payment application that has decreased turn around time for special fund payments from three weeks to 2 days.

- Defined business and reporting requirements for the department’s Data Warehouse initiative. The technical environment for the above projects included: VB6, .NET, SQL Server

2000, ASP, Java, VB script, Crystal Reports, Active Reports, Microsoft Office suite.

For a large software company, Ms. Davies managed a cross functional team of highly experienced

business analysts and developers which participated in all phases of the development, sales and implementation cycles of large back-office financial services systems. While in the position, Ms. Davies:

- Led European beta partners through successful implementation of new international payments product and conversion to the Euro. Successfully completed project on time and under budget.

- Headed a cross-functional team which designed, prototyped and marketed a new liquidity cash management product module.

- Provided sales support, managed evaluations, and developed prototypes to assist in active sales cycles.

- Performed product demonstrations and prepared formal responses to RFP/RFI’s from prospective customers.

- Customized product applications to build complex financial instruments implemented at the Bank of Mexico.

The technical environment for the above projects included: Next OpenStep development platform (EOModeler, Interface Builder), SQL Server & Oracle databases, OpenStep C, Erwin, Crystal Reports, Microsoft Office Suite, and Microsoft Project.

For the same software company, Ms. Davies served as a Business Architect. Her Responsibilities in this

position included research and analysis of customer requirements, extensive software and data configuration, process re-engineering and on-site implementations in North America and Europe. Projects ranged from a few weeks to 1+ years. While in this position, Ms. Davies:

- Conducted, documented and presented customer needs assessment studies which detailed customer’s current processes and business flows, outlined risk points and made recommendations for improvement. Presented results to upper management in conjunction with the sales staff.


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- Developed the prototype needs assessment study which defined the guidelines and standards to be used by future study teams.

- Developed and conducted on-site end user training classes for payments and capital markets products.

- Defined and implemented the strategy for database conversion from customer legacy systems to a new software platform.

- Facilitated customers in the development and execution of business workflow models, test strategies and test cases to achieve business objectives.

The technical environment for the above projects included: Tandem platform (Pathway, Enscribe, Non-Stop SQL, Enform), Microsoft Office Suite.


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Kristine Villalon, PMP

Consulting Project Manager

Length of Service: 13 Years

EDUCATION

B.S. St. Cloud State University, MN

Business Computer Information Systems

TRAINING

Pivotal Technology Foundations Training

SalesLogix Enterprise Certification

PC DOCS Professional Certification

Customer Astonishment Certification

Microsoft CMS Training

EXPERIENCE

Experience in diverse levels of technical and business consulting. Skills include: Change Management, Client

Relations, Project Management, Critical Path Coordination, CRM Planning and Implementation

(Pivotal/SalesLogix), EDMS Planning and Implementation (PC DOCS), eCommerce Planning and

Implementation (WebSphere), Software Evaluation and Selection, Training Materials Development, End User

Training, Report Development, and Market/Trend Analysis. Served on various planning and implementation

projects. Managed and executed software evaluation and selection efforts that included requirements definition,

RFI/RFP development, and system assessments.

The following is a summary of Ms. Jensen’s recent project experience:

Project Plan Manager & Change Management Lead ERP Implementation

Consulted with a major Utility Company to implement an Enterprise Resource Planning solution. Managed project plan including resource allocation and status reporting to management. Lead deployment activities for training, communication, support transition and customer engagement.

Lead Business Analyst Application Development Project

Consulted with a Fortune 500 Waste Management Company to implement a custom developed Invoice Processing System. Developed functional and technical specifications. Developed test scripts. Performed system testing.

Project Manager eCRM Enhancements Implementation Project

Consulted with a Fortune 500 Waste Management Company to implement eCRM (Pivotal) enhancements for their Sales Division. Deployed planning and implementation methodology. Managed development, system testing, and deployment activities. Updated Pivotal documentation. Managed vendor (Pivotal).

Project Coordinator ERP Evaluation/Selection Project

Consulted with Utility Company to evaluate and select an Enterprise Resource Planning solution. Implemented software evaluation and selection methodology. Assisted in managing the RFP process, including organizing the vendor presentations, managing the vendor scoring and acting as the vendor liaison until a single vendor was selected.

Project Lead eCRM Planning and Implementation Project Consulted with Utility Company to

implement an eCRM (Pivotal) solution for their Correspondence Division. Deployed planning and implementation methodology. Coordinated planning, installation, development, testing, and training activities. Gathered and defined requirements. Developed Pivotal design specifications. Maintained client communications.


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Project Manager eLearning Software Evaluation and Selection Project Consulted with local

community college to evaluate and select the college’s next generation of eLearning enterprise platform. Implemented software evaluation and selection methodology. Researched and assessed market solutions and trends in support of eLearning technologies. Coordinated work sessions with key Deans and faculty. Gathered requirements. Conducted RFI development and execution. Evaluated vendor responses. Assessed application alternatives and developed final analysis.

Project Coordinator eBusiness Strategic Planning Project Consulted with a local Utility Company to

establish strategic direction and provide the necessary guidelines to define and implement highly efficient information systems for Shared Services. Assisted in deploying strategic planning methodology. Planned and coordinated over one hundred thirty work sessions in thirty days with division leaders, executives, and technical teams during a highly time-critical phase. Completed project on time and within scope and budget. Voted supplier of the year based on project success.

Project Lead EDMS Planning and Implementation Project Consulted with Worldwide resort chain to

implement an EDMS (PC DOCS) for the Legal Department. Implemented planning and implementation methodology. Managed and coordinated project phases. Conducted work sessions and requirements gathering with key executives. Executed quality assurance procedures in all phases. Coordinated assessment, evaluation, and selection of an EDMS. Installed, configured, and customized a prototype of PC DOCS. Liaison with CLMS (Corporate Legal Management System) vendor.

Project Manager eCommerce Planning and Implementation Project Consulted with a multi-tiered

marketing company, to implement an eCommerce (WebSphere) solution. Implemented structured development methodology. Managed the project under critical time constraints. Played an integral role in coordinating project phases and resources.

Lead Business Analyst EDMS Evaluation and Selection Project Consulted with City Municipality to

conduct an enterprise EDMS software evaluation and selection effort to support the City’s information processing needs. Assisted in deploying strategic planning methodology. Conducted work sessions with key City departments. Educated executives on EDMS technologies. Gathered and defined requirements. Conducted RFP development and execution. Assessed market and evaluated vendor solutions. Worked with procurement department to identify potential candidates and assisted with contract negotiations.

Project Manager EDMS Reconfiguration Project Consulted with the City Municipality to reconfigure an

EDMS (PC DOCS) for the Legal Department. Assessed existing EDMS configurations. Conducted work sessions with key department leaders. Reconfigured administration components within the EDMS. Developed detailed system and training documentation. Facilitated end user training.

Business Analyst Strategic Planning Project Consulted with the City Municipality to assist with the

identification of City department strategic business objectives. Assisted in deploying strategic planning methodology. Conducted work sessions and gathered requirements. Assisted in documenting IT strategies, an implementation plan, short and long-term recommendations, and IT budgetary estimates required to support the City’s stated business objectives.

Business Analyst/Trainer eCRM Planning and Implementation Project Consulted with local higher

education institution to implement an eCRM (SalesLogix) solution for the Executive Education Division. Developed and customized Web reports utilizing Seagate Crystal Report Writer Pro 8. Developed training materials. Coordinated and conducted SalesLogix training for approximately fifty end users.


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Scott Yunker

Senior Technical Consultant

Length of Service: 1 Year

PROFILE

Software Analyst with extensive ERP applications knowledge focusing on Oracle systems.

Extensive experience developing and supporting mainframe applications.

Demonstrated track record of developing and delivering systems applications, as well as managing customer expectations on an on-call basis.

Unique blend of software expertise and detailed knowledge of business processes.

Exceptional ability to relate to highly diverse customers.

Professional Skills:

Software and Languages:

PL/SQL, SQL*PLUS, UNIX Shell, AWK, JCL, COBOL, ABAP, PERL

MS Word, Excel, Access, PowerPoint, Outlook, Visio

Tools:

SQL Developer, PL/SQL Developer, Toad, Oracle Forms, Oracle Reports, SQL*Loader, APEX,

DataStage, Oracle Discoverer, Hyperion Reports

Platforms/Operating Systems:

Oracle RDBMS (8i/9i/10g/11g), Oracle E-Business Suite, IBM mainframe, SAP

UNIX, Linux, Windows, MVS, OS/390, z/OS

EXPERIENCE

Previous Project Experience includes:

For a national banking institution, Mr. Yunker designed, developed, documented, and implemented

ETL processes and interfaces related to major bank loan origination application OLTP. He designed, developed, documented, and implemented job schedules using Oracle Enterprise Manager Grid Control. Additionally, Scott was responsible for ongoing production support in which he investigated data issues and developed and applied data patches to resolve issues. Scott developed business reports supporting ETL processes.

o Supported technologies include: Oracle 11g database, Oracle Enterprise Manager 11g, PL/SQL, and Linux shell scripts.

For an international airline, Mr. Yunker was responsible for development and on-call (24x7) support for information systems applications on Oracle ERP platform including Recruitment, HR, Purchasing, Cash Management, Accounts Receivables, iLearning Learning Management System. Additional project activities include:

o Coded, tested, debugged, maintained, and documented processes to support interfaces from external applications.

o Performed system and workflow administration tasks including setup and oversight of user accounts.

o Designed and supported business reports using Discoverer and Hyperion. o Documented custom applications, including external applications interfacing with Oracle

ERP.

For an international delivery company, Mr. Yunker supported financial information systems applications on Oracle, SAP, & legacy (mainframe) platforms on an on call basis by monitoring, troubleshooting and resolving problem ticket issues. Scott managed projects for legacy billing and Accounts Receivables applications by scheduling project deadlines, coordinating tasks, and holding meetings with offshore third-party development teams. He supported regional offices in Latin


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American countries such as Mexico, Argentina, Brazil, Chile, Peru, Ecuador, Uruguay, Paraguay, and Colombia. Scott migrated customers to production environment. Additionally, he identified and resolved reporting inconsistencies between different platforms and defined specifications for new or modified reports.

As an application specialist for a national package and cargo company, Mr. Yunker participated in an in Oracle 11i Financials implementation as an upgrade from Oracle Financials version 10.7, primarily in converting and developing customizations and interfaces in PL/SQL, Oracle Forms and Oracle Reports. He led an implementation effort to transition from a legacy general ledger application to Oracle General Ledger by meeting with the general Accounting Department to document critical processes, identifying processes that could be served by standard Oracle GL functionality, developing custom forms for company-specific critical processes, and training accounting personnel on Oracle GL usage. Additional activities for this project included:

o Coding, testing, debugging, maintaining, and documenting custom applications to support additional functions required by customers.

o Developing custom forms and reports supporting General Ledger, Account Payables, and custom applications.

o Collaborating with accounting department to develop revised reporting format for financial statements and assisted with validating the revised format for SEC reporting requirements.

o Installing, modifying and supporting Stellent Imaging and Business Process Management software to migrate company's Accounts Payable invoice archives on microfiche to scanned invoice images and develop streamlined process for payment of invoice

EDUCATION

University of South Dakota B.S., Business Administration/Finance

CERTIFICATIONS

Oracle PL/SQL Developer Certified Associate, PRINCE2 Foundation


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Mike Lien

Senior Management Consultant

Length of Service: 1 Year

PROFILE

Mr. Lien is an experienced consultant with a breadth of experience across multiple industries, including Software,

Aerospace & Defense, Manufacturing, and Food & Beverage. His specialties include Program Management

(PMO), Supply Chain Management, Business Process Mapping (BPM), and Change Management. Mr. Lien had

successfully managed large scale IT implementations and is adept at balancing functional requirements and

technical capabilities to deliver a solution that meets the needs of the client.

EXPERIENCE As the Project Manager on a $3 million dollar Warehouse Management System (Manhattan Associates

WMS) implementation, Mr. Lien led a team of 30+ dedicated resources across four companies from the design phase through post-implementation support. He led process mapping effort to document 24 affected business processes and gain buy in from all affected business units about proposed changes in a compressed timeline of four weeks. He managed the integration between WMS system and core ERP through SOA architecture utilizing an Agile development process. He created project timelines and executed risk management plans, as well as preparing and delivering steering committee presentations to executive team. Mr. Lien also lead the change management process, ensuring training materials were completed, communications were documented and sent to all affected users, and key stakeholders were identified and leveraged to speed progress through the change curve.

As a Senior Consultant for a global IT and Management Consulting firm, Mr. Lien participated on the

following Projects:

Client: Major Consumer Packaged Goods ; Project: Supply Chain Strategy & BPM Analysis o Documented 38 current state business processes and created future state processes while

gaining support of key process stakeholders. o Analyzed financial, sales & marketing, procurement, and operational business processes and

developed a business case for improvements to processes and ERP software based upon analysis of financial statements and anticipated return on investment of ERP implementation.

o ERP system was implemented based upon business case and the client has received annual savings of 8.5 million dollars with a payback period of 1.2 years.

Client: Aerospace & Defense Contractor; Project: PMO Scorecard o Created individual performance plans for program managers, assessed performance of

individual program managers, and provided mentoring and coaching to improve performance o Developed behavioral and quantitative measures of performance and provided tools to project

managers to improve their performance and sustain improvements. o Project on time delivery increased by 60% six months after implementation of performance

plans. o Published an industry white paper, “Growing Effective Project Managers” based upon the

project results.

Client: Major Financial Institution: Revenue Generating Pricing Strategy Program o Assessed Product Life Cycle Management processes and developed standard end-of life (EOL)

definition across business functions. o Developed EOL plans that reduced obsolescence costs by 30% and decreased customer

support costs by over $100K annually o Sss Increased forecast accuracy 35% by establishing baseline demand forecast and then

adjusting forecast for effects of seasonality, promotions, and product EOL moving client from bottom of key customer scorecards to the top tier within 12 months.

Client: Aerospace & Defense Contractor; Project: Lean transformation


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o Facilitated over 30 separate cross functional teams, collaborating across departments, working to document and improve processes within procurement, manufacturing, and inventory management.

o Led weekly kaizen activities to drive standardization in both manufacturing and business processes and develop creative solutions to improve processes.

o Drove savings of over $1.5 million dollars and increased plant on time delivery 4%

Client: Heavy Manufacturer; Project: Oracle Transportation Management Implementation o Led Change Management workstream on project o Created Communications plan to identify and track key communications, surveys, and meetings

with all project stakeholders. o Conducted Stakeholder Analysis to identify key influencers within the company and developed

Change Champion framework to utilize key influencers and drive project success

EDUCATION

Arizona State University – W.P. Carey School of Business, Tempe, Arizona – Bachelor of Science, Supply Chain

Management;

Arizona State University – W.P. Carey School of Business, Tempe, Arizona – Bachelor of Arts, Management

Lean Six Sigma Green Belt – Honeywell Aerospace


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Shirley Duran, PMP

Senior Project Manager Consultant


Consulting PROFILE

Motivated, personable, business professional with strong background in IT project management and accounting;

talent for quickly assimilating business processes; diplomatic and tactful with professionals at all levels. Flexible

and versatile – able to maintain perspective under pressure; poised and competent with demonstrated ability to

easily facilitate understanding of both business and technology strategic objectives. Expert in IT project

management, systems development life cycle, requirements definition, facilitation, QA and testing, process

improvement and all aspects of accounting.

Professional Skills:

Project Management/Planning Advanced Financial Reporting Change Management Accounting and Budgeting QA, Testing, and Training Integration Analysis Presentation Skills Data Conversion Prep

EDUCATION

Arizona State University - Tempe, Arizona - Master of Science, Information Management

Arizona State University - Tempe, Arizona - Bachelor of Science, Accountancy, Summa cum Laude

CERTIFICATION

Project Management Professional (PMP)

Project Management Institute, Inc., November 2009

EXPERIENCE

Project Manager for a National Waste Management Company Ariba Procurement Deployment Project – Was engaged as the Project Manager to coordinate

the deployment of a Training Certification Program for 700+ Field Division Sites in support of the organization’s Ariba Procurement System. Was responsible for developing the training certification program framework based upon identified corporate objectives. Worked with client to develop the framework, present to corporate executives for approval, and then developed a deployment plan for the Training Program.

Project Manager and Business Analyst for a Local Utilities Company Business Process Improvement Project - Was engaged as the Project Manager and Lead

Business Analyst for a Business Process Documentation/Improvement Project focused on Financials, Human Resources and Supply Chain. Worked with client to develop work plan, to prepare key business stakeholders for documentation sessions, and to facilitate working BPM Sessions. The end deliverables resulting from this Project were process maps that were used as input to a blue printing phase for a large ERP Implementation Project.

Change Management Consultant For a Lighting Manufacturing Company ERP System Implementation – Engaged with client to put structure, consistency, and

predictability around activities in three critical areas of a system implementation: Customer Engagement, Training, and Communication. Worked with client to assess current effort and to identify key risk areas, opportunities, and strengths. Created a high level work plan that provided recommendations on high-priority action items, needed reinforcement, and key resource needs for change management. Produced deliverables for the client to manage the


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Change Management program including a Key Changes Inventory Log, Training Plan, Communication Plan, and Customer Engagement Plan.

Provided knowledge transfer to client of CM Methodology and supplied template plans for

Support Transition and Knowledge Transfer activities. Project Manager and Lead Business Analyst For a National Waste Management Company

Procure to Pay Invoicing Deployment – Managed Training and Go Live activities for Procure to Pay Invoicing Rollout. Developed a national roll out process for each site and managed the task completion plan for each training session. Developed communication plan for training, rollout, and post go live phases. Facilitated regular Steering Committee meetings with department leadership, produced project status reporting for Corporate PMO and Executive review teams. Expanded engagement to include implementing the Dynamic Discount (DD) feature of the software. Completed User Acceptance Testing for DD feature go live and documented all test results. Completed configuration by creating groups and offer infrastructure on the Buyer account. Identified pilot suppliers and facilitated DD kick meeting with suppliers to introduce the program. Developed tracking report to monitor performance of the DD feature. Created a user guide for DD feature for future maintenance. Provided guidance to team working on enabling suppliers on the Ariba network. Created process steps for quality activations on the network. Helped prioritize target suppliers based on criteria to meet electronic invoicing goals. Standardized the way supplier data was being captured to improve progress reporting on activations. Developed a resource plan for supplier enablement team staffing to help meet the project goals.

National Accounts Transition – Managed several Accounts Receivable and Payable subprojects to a strategic initiative to relocate the National Accounts organization from Houston to Phoenix and leverage technology to achieve business synergies. Researched and documented detail technical designs, supported development resources, conducted System Test, and facilitated User Acceptance Test, and Implementation phases. Supplied application post implementation support for business users. Provided project transition overview and mentored internal resources responsible for providing ongoing support.

Customer Service Web Application - Performed technical assessment of proposed data source changes, including code and stored procedure changes, functionality impacts, and potential implications to peripheral applications.

Pricing Tool Web application -Gathered requirements from business stakeholders on web front end for mainframe pricing tool. Constructed application flow and mock up web pages. Prepared detail specification, identified necessary reporting requirements, and prepared project estimates and plan.

Other project experience includes:

IT Systems Assessment – For a National Freight Company, Ms. Duran conducted onsite interviews to gather information on current IT systems. Constructed system and data flow diagrams for all IT systems. Presented to CEO and discussed recommendations.

Accounting System Requirements Definition – For a small municipality, assimilated business requirements for a new accounting system. Documented detailed requirements and presented to Management. Proactively identified process and technology risks.

Financial System Evaluation – For an Investment Management Holdings Company, Ms. Duran evaluated industry-specific financial applications for investment firm. Completed software gap analysis and provided software recommendation to Management. Defined metrics with which to measure project success.

A sample of previous project experience includes:

Project Manager For a Large Federal Credit Union

Worked with stakeholders to coordinate requirements for a single shared customer service application.

Created phased project plan including requirements, development, platform installation, testing and go live rollout.

Coordinated conflicting requirements from multiple user groups. Managed development phase and QA testing Facilitated weekly status with business stakeholder team.


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Managed User Acceptance Testing, Regression Testing, Environment Stress Testing, and Go Live.

Project Manager For a Fortune 500 Mortgage Company

Worked with stakeholders from two distinct groups to coordinate requirements for an integrated, shared solution

Facilitated detailed requirements gathering for Loan Officer team creating an application to enter new Loan Applications over the phone including loan pricing and modifications.

Facilitated detailed requirements gathering for Loan Servicing team creating an application to handle common loan inquiries over the phone such as balance inquiry, payment processing, etc.

Created phased project plan including requirements, development, platform installation, testing and go live rollout.

Managed development phase and QA testing. Facilitated weekly status with both stakeholder teams. Managed User Acceptance Testing, Environment Stress Testing, and Go Live.

Senior Business Consultant For an Investment Fund and Commercial Mortgage Lender

Conducted Requirements Gap Analysis for two potential financial applications and compared against detailed requirements that encompassed industry-specific investment accounting functionality.

Documented findings including comparison of pros and cons of each system. Constructed potential data flows and risk points for each application. Identified gaps of each application and provided alternative software recommendation. Presented findings to executive team.

Project Manager For a Fortune 100 Financial Services Firm Implemented a Program Office and was Development/Process Improvement Project Leader for

a large initiative to implement Single Sign On across the enterprise. Within three months, reduced integration budget overruns, reduced costs by 50%, increased environment stability and reduced image-related outages by 95%. Developed a release management process, implemented standard release cycle, & communications strategy.

Project manager for second-level production management team for domestic on-line brokerage site. Developed standard content management and bug fix processes, managed budget/status. Coordinated the efforts of a cross functional, cross-business unit performance team dedicated to improving the overall state of the Brokerage platform.

Project managed the Profile Utility implementation to provide a single customer repository to bring security and marketing information together on company interactive channel. Managed

project life cycle through requirements, analysis, build, test & implementation.

Project Manager For a Large Power Company Conglomerate Worked with stakeholders from five different power companies to coordinate requirements for a

single shared application. Created phased project plan with stakeholders and Customer technical leads. Coordinated hardware and platform installation with customer team Managed development phase and QA testing Provided weekly status to cross functional business stakeholder team.

Managed User Acceptance Testing, Environment Stress Testing, and Go Live.


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Ryan McMahon, PMP

Senior Consultant – Project Manager

Length of Service: 1 year

CONSULTING PROFILE

Mr. McMahon is a motivated, personable, business professional with strong background in managing projects

across multiple industries. Specialties include Project Management, Change Management, Business Process

Management, Program Management Office (PMO), Fulfillment Operations, Mergers & Acquisitions,

Requirements Gathering, Planning & Analysis, Test Strategy & Execution, and Implementation. Mr. McMahon

has successfully managed multiple projects as part of large-scale transformation programs and has also served

as a thought leader in the governance/PMO planning for multiple programs. Ryan has 5 years of Accenture

Experience along with an additional 2-3 years with Bank of America.

EXPERIENCE As the Business Process Analyst for an international supply chain software company, Mr. McMahon

led multiple efforts as part of the client’s ultimate strategy of becoming a process managed organization. He first led process analysis activities for the company’s HR department to develop as-is process flows for their cross functional business processes as well as identify key gaps in these processes. Mr. McMahon then led a similar effort for the company’s CRM (Support) department that focused on identifying gaps in their as-is processes which would later be addressed as business requirements in their to-be planning. Considering the successful deliverables produced from the efforts in HR and CRM, Mr. McMahon was then tasked with developing multiple process deliverables across HR, CRM, and their Finance/Accounting departments based on large group process design sessions. These deliverables included: to-be process flows, to-be process narratives detailing out requirements, and data definition templates to support future state architecture.

As the Senior Project Manager for one of the nation’s leading financial institutions, Mr. McMahon led

Risk and Compliance efforts across a team that managed Card Change Management and Card & Deposits Release Management. He developed multiple risk mitigating artifacts & strategies to minimize operational risk including business continuity planning, process improvements, and associate training management. Mr. McMahon also supported PMO efforts on a global strategic program, which included building out a custom SharePoint site to manage & organize documentation for multiple projects.

For the same financial institution, Mr. McMahon participated as a Senior Operations Project Manager

which included the following responsibilities: o Developed relationship with key vendor to ensure project requirements were fulfilled to meet the

business areas’ needs. o Successfully managed customer issues to maintain service level agreements. o Delivered multiple projects to drive cost efficiencies and meet federal regulations.


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As a Senior Consultant for a Global IT and Management Consulting firm, Mr. McMahon participated on

the following projects:

Project: Large Merger/Transition; Role: Project Manager o Defined and managed project plan to support successful data movement of 40+ million customer

accounts from vendor system to internal system. o Negotiated $750K+ in project funding with leadership based on business case and defined

scope. o Developed relationships with key vendors to ensure requirements were fulfilled as requested by

business sponsor team

Project: Revenue Generating Pricing Strategy Program; Roles: PMO & Project Manager o Managed PMO efforts for portion of project lifecycle which involved creation of executive

reporting, management of change request processes, and ownership of project management/governance routines.

o Served as Project Manager for portion of project lifecycle which involved coordinating testing & implementation activities for multiple fulfillment areas including test execution management and final project delivery.

o Liaised between business areas and technology teams to ensure business requirements were achieved by the custom application upgrades.

Project: Regulation Z Mandatory Changes; Role: Testing Execution Project Manager o Created testing strategies across project which included test planning, test script management,

and defect management. o Analyzed test reporting mechanisms (Mercury/QC) to determine most efficient means of

executive status reporting. o Managed testing and implementation efforts across multiple releases to ensure seamless

installs.

Project: Integrated Payments Platform and Fraud Detection Solution; Role: Business Analysis Manager o Created and delivered requirements to support a state-of-the-art payments platform which

included alternative payment types (i.e. Google, PayPal) and multi-currency transactions. o Analyzed current business processes and built design documents to determine strategy changes

required to support an upgraded enterprise fraud solution for decisioning transactions and accepting payments.

EDUCATION

Arizona State University – W.P. Carey School of Business, Tempe, Arizona – Bachelor of Science, Supply Chain

Management; Minor – Communications

Arizona State University – W.P. Carey School of Business, Tempe, Arizona – Bachelor of Science, Marketing


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Nita Modi

Management Consulting Analyst

Length of Service: 1 year

CONSULTING SUMMARY

Experience in leading large enterprise initiatives to support organizational change and system implementations.

Proven success in analyzing existing operations, assessing needs, and creating solutions that leverage both

system solutions and improved business processes. Experience in the end-to-end project delivery lifecycle

including business requirements gathering and documentation, gap analysis and resolution, UI & functional

design, testing design and execution, training delivery, and project plan documentation. Prior to joining MSS,

Nita spent five years with Accenture in their Global IT Consulting Practice.

RECENT CONSULTING PROJECT EXPERIENCE

As the Requirements Analyst for an international travel marketing company, Ms. Modi completed

discovery work across the company’s global network. She conducted international work sessions to gather requirements and identify areas for operational and strategic improvement. She then worked with the company’s pre-selected vendor to complete a fit/gap analysis against identified opportunities and requirements. The outcome of this work was a strategic recommendations and roadmap for the company’s C-level suite.

As a Senior Consultant for a Global IT and Management Consulting firm, Ms. Modi participated on the

following projects:

Client: Leading Global Beverage Retailer; Project: Oracle ERP-based Supply Chain Transformation

o Designed, documented, and trained on comprehensive and detailed end-to-end product lifecycle

business processes spanning 42 unique business groups to support the supply chain transformation

o Improved supply chain efficiency by uncovering critical process gaps, analyzing redundancies, and driving to resolution

o Synchronized BPM & MDM effort to improve data management o Supported retailer’s largest-ever Enterprise Resource Planning transformation by planning,

creating, and delivering global training on new systems and processes to 430 employees o Managed creation of engagement strategy, communications plan, training approach, training

material creation, and global training delivery for introduction of business intelligence reporting tool allowing new insight into supply chain operations

o Transformation resulted in $300 million estimated annual cost savings and additional revenue

Client: Major Film and Television Studio; Project: Digital Distribution Supply Chain

o Enabled client to realize strategic vision by facilitating client requirements and vendor-selection

sessions, analyzing business requirements for gaps and creating solutions, and translating the business vision into functional system solutions including UI design

o Enabled industry-first digital supply chain by designing and training client and third party users on integrated end-to-end business processes

o Ensured adoption and success of new technologies and processes by planning communication strategy, training approach, as well as creating training documentation for client end users, client executives, external vendors, and system support teams

o Planned test effort and created testing materials for new and legacy systems o Created training materials selected as foundation for Accenture Digital Supply Chain internal

training course

Client: Global Hospitality Provider; Project: CRM Portal o Created system support procedures and solutions for customer service team


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o Procedures used to support an enterprise-wide custom Microsoft CRM system for managing hotel property sales and events

Client: Major Film and Television Studio; Project: Metadata Repository o Designed and implemented release and support management processes for application

maintenance team o Processes used to maintain 30,000 unique external users, 1,000 internal users, 13 business

divisions, and 550,000 assets

EDUCATION

University of California, San Diego

Bachelor of Science, Biochemistry with Honors

Minor in Management Science


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Philip Wik

Senior Technical Consultant


EDUCATION

B.A. (Honors) Wheaton College, Wheaton, Illinois

SUMMARY OF EXPERIENCE

Mr. Wik is a seasoned technical systems architect, integrator, administrator, analyst, and lead programmer with

expertise in enterprise application processes, cross-platform migrations and conversions, relational database

design and normalization, and data warehousing. He possesses strong dimensional modeling skills with proven

ability to work with the ETL and business intelligence teams to understand source/target data mapping and

entity/attribute requirements.

Recent Project Experience

As a Database Architect, Mr. Wik developed a logical and physical data model and SSIS ETLs to create a data mart to accommodate environmental reports, permits, and certificates to be stored in a global repository, with reporting using SSRS. This $1.2 million project is estimated to save 12,000 hours per year on 54 complex air emissions and chemical inventory, hazardous waste, Tier II, waste water, and toxic release inventory reports.

Environment: Microsoft SQL Server 2008 R2, Microsoft Visual Studio 2008, SQL Server Integration Services (SSIS), SQL Server Reporting Services (SSRS), SharePoint 2010, MicroStrategy 8, SAP, Comply Plus Web.

As the Lead Information Architect for worldwide Hotel Chain, Mr. Wik coordinated the work of technical, data, ETL, and BI analysts, developers, and testers. Oversaw the design of the data and technical architecture of the data warehouse. Oversaw the development of conceptual, logical, and physical data models, ETL scripts, metadata definitions and models, queries and reports, schedules, work processes, and maintenance procedures. Integrated CA Wily monitoring tool to data warehouse repository.

Mr. Wik also participated as SDLC Data Management Lead, facilitating the transition from a waterfall to agile/lean system development life cycle. Systems Architectural Group member, assisting in developing a SOA roadmap and pilot, especially as it relates to the data service layer, data strategy, and data integration. Data Governance Working Group Lead, promoting enterprise-wide data management standards and data profiling, measurements, and quality.

In support of the Hotel Chains business intelligence partners, he created detail design documents consisting of the fact/qualifier matrix, use cases, test cases, source to target mappings and transformations, fact and dimension diagrams, granularity analysis, implementation scripts of table and index objects, and business objects integration. Major projects included click thru campaigns and guest insight survey data.

Environment: Informix IDS (for the data warehouse), SQL Server 2008, Oracle 11G, PeopleSoft, SAP/Business Objects XI, Cognos, UNIX, Erwin, Embarcadero/ER Studio, Mega, InfoSphere Data Architect, XML, J2EE, .NET, RazorSQL, Subversion, ClearCase, ClearQuest, CA Wily Introscope 8.

For an International Aviation Manufacturer, Mr. Wik participated on the Enterprise Supply Chain Management Systems (ESCM) team that supports an established Oracle system that runs processes controlled by UNIX scripts. ESCM assists in managing part availability to supply chain managers by identifying, predicting, and ordering parts for the Apache helicopter.

Primary focal for sustaining effort, supporting Service Planning Optimization (SPO), Systems & Logistics Capability (SLIC), Total Asset Visibility (TAV), Application to Application (A2A), ESCM,


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Material Resource Planning (MRP), Gold Online Data (GOLD), and Requirement and Demand Management System (RDMS) systems.

Participated in the Capability Model Maturity Integration (CMMI) system development level three life-cycle and Lean+ initiatives

Environment: Oracle 9i/10G, Oracle Developer/Administrator, XML, UNIX, SPO, SLIC, GOLD, TAV, APIs, JAVA, ClearCase, ClearQuest, Business Objects, ColdFusion, MECA, PVCS, A2A Application Integration Broker, Oracle AQ/IBM MQ Data Transports.

As a Senior Consultant Developer for an International Technologies Manufacturer, Mr. Wik served as the USA Keane focal point for supporting the Tucson Online Tracking System (TOTS) with Keane India offshore resources 7/24/365. TOTS is an in-house developed Oracle system that collects labor, attendance, payroll, test, and inspection information for manufacturing and repair and overall. It consists of about 90 batch reports and 80 batch scripts on UNIX and 170 Oracle forms and reports with 400 users

Systems administration support for DataStream, an asset performance management system, with reporting, work management, and auditing functionality for 200 users. It consists of J2EE, EJB, JSP, XML, Oracle Discoverer, Oracle 9iAS J2EE/Enterprise and Web Cache, and Tomcat/Apache (UNIX) web methods application server.

Environment: Oracle 8i, Oracle Web Server, Oracle forms and reports 6i, Quest/TOAD, UNIX/AIX, Korn Shell, Erwin, Cognos, Informatica, AWK/SED, HTML, DHTML, XML, TSO, JCL, WS-FTP, IMS DB, ERP/SAP, Crystal Reports, JavaScript, Java Server Pages, Servlets.

For a local University, Mr. Wik developed, modified, and tuned Pro*C reports, Oracle forms, and PL/SQL stored procedures.

Maintained Osiris and Campus Tracking Oracle database systems with troubleshooting, optimization, and production support.

Environment: Oracle 9i, Pro*C, UNIX/Solaris, Korn Shell, Quest/TOAD, Oracle Developer, Forms/Reports Builder 6i, Quest/SQL Impact, StarTeam 5, HEAT, XML, Crystal Reports, MS/Office, PeopleSoft.

For a National Banking Institution, Mr. Wik Coded, tested, documented, and installed PL/SQL packages and procedures on a UNIX/HP platform to accommodate 15 partition table split of the Automated Clearing House (ACH) Reject Repair and History database.

Created process to download from COBOL/DB2 mainframe tables to Oracle tables. 7/24/365 support of mainframe DB2 OS/390 and Oracle/UNIX ACH platforms. End-user population consisted of 7,343 end-users across 74 cost centers.

Environment: Oracle 8, HP-UX 11 OS, HP Service Guard, JDBC, LDAP, Portlets, PL/SQL, C, iPlanet Web Server, Korn Shell, JavaScript/SSJS, Java, EJB, JSP, MVS, MS Office, Oracle Call Interface/Common Gateway Interface (OCI/CGI), COBOL, DB2, QMF, LiveWire, Unified Modeling language (UML), Rational Rose, ClearCase

For a Nation Healthcare Organization, Mr. Wik managed the direction of a team of developers, analysts, consultants, and DBAs.

Installed multi-terabyte Data Warehousing online transaction processing (OLTP) Engines aggregations into a star schema on UNIX/Solaris using PL/SQL stored procedures and triggers

Environment: Oracle, UNIX/Solaris, PL/SQL, Korn shell, MicroStrategy DSS Agent, COBOL, DB2, JCL, MS Office


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Appendix A - Pricing Schedule

The Vendor, in compliance with Request for Proposal #3135-10 for the provision of Software Development & Implementation Services has examined the specifications and being familiar with all the conditions surrounding the proposed project hereby proposes to furnish the desired implementation and related services in accordance with the Contract Documents of which this proposal will be a part.

1. Hourly rate for proposed services including project leadership, configuration, data cleansing and conversion, testing, documentation, and end user training.

Hourly Rate Hourly Rate Hourly Rate Type of Service 150+ Hours 450+ Hours 1,000+ Hours

Project Manager $150 $150 $135

Functional Resource $140 $140 $125

Technical/Programming Resource

$125 $125 $115

Database Resource $140 $140 $125

Tuning Resource $140 $140 $125

End User Training Resource

$140 $140 $125

* 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)


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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) Michael Hawksworth

TITLE President & CEO

ADDRESS 1555 E. Orangewood Avenue

CITY, STATE, ZIP Phoenix, Arizona 85020

TELEPHONE 602-387-2100

FAX NUMBER 602-256-6040

E-MAIL [email protected]

Is your firm a: (X) Corporation* ( ) Partnership ( ) Individual ( ) Joint Venture * If a corporation, answer the following: (a) Where incorporated: Arizona (b) Date incorporated: 1987 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? ( ) Yes (X) No

If yes, when, for what reason, and when were they reinstated

mailto:[email protected]


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Attachment B - Bidder’s Statement

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 Arizona

______ An INDIVIDUAL

______ A PARTNERSHIP

______ A NON-PROFIT ORGANIZATION

______ A JOINT VENTURE

Federal Employer Identification Number: 86-0638601 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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Past Experience

ATTACHMENT B

BIDDER'S STATEMENT (continued)

BIDDER REFERENCES

Private Business Contracts 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: Pinnacle West – Arizona Public Service

Address: P.O. Box 53999 MS 8948

Phone #: 602-250-1000 Fax #:

Contact Person: Martha Castillo

Contract Period: From: 2008 To: Present

Number of Client Employees Involved – 1500

Describe Services:

IRM Project - MSS Technologies, Inc. (MSS) has managed and participated in an Enterprise Initiative focused on Internal Records Management for Pinnacle West, the parent of Arizona Public Service (APS). This multi-year effort involved the definition of document management requirements including types of documents, workflow processing and retention requirements involving all departments across the organization. MSS was responsible for the following:

Program Management Responsibilities

Development and Monitoring of Program and Project Plan

Establishing and Executing Corporate Communications Plan

Validation of IRM Requirements The initiative also involved integration of procedures and policies with Pinnacle West’s corporate EDMS System.

Strategic Planning Project - MSS Technologies, Inc. (MSS) participated in the development of an E-

Procurement Strategic Planning Project for Pinnacle West Capital Corporation. The development of the E-

Procurement Strategic Plan was accomplished through a series of tasks addressing the following objectives;

Understanding of Pinnacle West’s Strategic Business Objectives and Key Procurement Processes;

Identification and Evaluation of E-Procurement Implementation Strategies; and

Formulating the Recommendations into a Strategic Plan for Pinnacle West that incorporated the implementation phases and supporting timelines.

A series of interviews and work sessions were conducted with selected Pinnacle West Business Unit

representatives to gain an understanding of the strategic business objectives. The existing procurement

information systems environment was then reviewed to assess its capabilities in supporting the

implementation of proposed E-Procurement Strategies.

Based upon the identified strategic objectives and using the current procurement systems environment as a

baseline, MSS worked with Pinnacle West to identify and evaluate relevant E-procurement strategies. The

recommended strategies were folded into a proposed implementation plan that identifies project phases,


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resource requirements and timelines. The final phase of this effort was focused on the presentation of the

compiled information to Pinnacle West Project Sponsors for their review and to gain consensus on going

forward.

Supply Chain Data Warehouse - MSS participated in the implementation of a Data Warehousing Solution

to support the business needs of the Supply Chain Management organization for Pinnacle West Corporation.

One of the key concepts of this project was to adopt a teaming approach where MSS and Pinnacle West

worked together to implement the identified Supply Chain Data Warehousing Solution. The following areas

were focused on to facilitate Procurement and Accounting Management Project Scope;

Purchase Order Reporting and Analysis

Payment Status Reporting and Analysis

Price Tracking

Supplier Tracking

The following major project phases comprised the proposed effort. Finalize Business Requirements and System Implementation plan - This Phase focused on; Verification of Supporting Business Requirements, the Definition of a Conceptual Data Model, the Determination of Technical Architecture Strategies, and the Development of a System Implementation Plan.

Implement Technical Infrastructure -focused on implementing the strategies, and action items that were defined by the Project Team in PHASE 1. The deliverables resulting from this step focused on the construction of a technology foundation that supports the Supply Chain Management Data Warehouse implementation.

Implement Procurement and Accounting Management Solution - Addressed the development and implementation of a Procurement and Accounting Management Reporting and Analysis Solution that addressed the identified Project Scope. Once the application was developed, MSS conducted a comprehensive Acceptance Test, as well as documented the application change control process. Additionally, End User and System Administration training was conducted. An iterative implementation process was executed so that Supply Chain Management Personnel began deriving associated business value as quickly as possible.

2. Company Name: Republic Services

Address: 18500 N. Allied Way

Phone #: 480-267-2700 Fax #:

Contact Person: Darryl Van Dusen

Contract Period: From: 1999 To:Current

Number of Client Employees Involved - 700

Describe Services:

National Accounts SalesForce Implementation Project - MSS Technologies was retained by Republic

Services to assist in the implementation of a Cloud Based Sales and Marketing System focused on the

organization’s National Accounts Project. MSS has been involved in the following Project Activities:

Business Analysis & Requirements Definition, Quality Assurance and Testing Team Leader Role, working

with the customer and the implementation vendor to coordinate activities.

IS Department Organizational Planning - MSS Technologies was retained by Republic Services to assist

with the re-design of the companies IS organization after the acquisition of a large waste hauling company

by Republic. MSS reviewed the installed systems of all organizations, interviewed IS personnel, drafted a

revised organizational chart and participated in discussions with each person regarding their status with the

organization. MSS also participated in locating and hiring a new Director of Information Systems for the

organization.

https://na12.salesforce.com/003U000000SwTQw


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Data Center Consolidation Project - MSS was retained to assist Republic Services consolidate data center

operations in Scottsdale, Dallas and Toronto into a single operation at Scottsdale. This effort included host

system capacity planning, data center design, co-ordination of multiple vendors and oversight of the

migration process.

Workflow Enabled Budget Solution – MSS assisted Republic Services (Republic) in the planning, design, and implementation of a Workflow Enabled Budget Solution. MSS developed an automated workflow to allow Allied Waste Industries to distribute spreadsheet templates to the operating locations; load the templates on the desktop with data from a centralized planning/budget database; update and recast the budget data; and load the updated budget back into the database for review, approval, and reporting purposes. The objective of this project was to provide rapid collection of planning/budget data and to provide a consolidated database for effective reporting of the budget information at all levels in Republic.

The project was divided into three major phases:

Business Requirements and Implementation Plan – Addressed the Work Plan and Schedule; Conceptual Model; and the Design Specifications.

Technical Infrastructure Plan – Addressed the Functional Operational Environment.

Workflow Enabled Budget System – Addressed the Streamlined Workflow Process; Web-Enabled Planning/Budget Solution; Acceptance Testing of Solution; and Documentation of Solution.

Electronic Bill Presentment and Payment System – MSS was engaged to participate in an

implementation/customization of Pitney Bowes D3 EBPP application. MSS was responsible for development

of test plans for the phased application delivery and coordination of the overall testing effort, including

interfaces with the three customer billing systems and various banks to support ACH, EFT and Credit Card

Payment processing. When the delivery schedule was extended, MSS took over project management

responsibilities for completion and acceptance testing of the application, pilot site implementation and

coordination of the remaining rollout to client sites throughout the U.S.

Company Name: Salt River Project

Address: PO Box 29066, Phoenix, AZ 85038

Phone #: 602-236-4301 Fax #:

Contact Person: Kevin Nielsen

Contract Period: 2010 From: To: Current

Number of Client Employees Involved – 1,200

Describe Services:

LASeR BPM Process Mapping

In preparation for the LASeR program startup, MSS and the BPM team worked with multiple SRP

organizations to capture the “as is” process architecture for use during the SAP Blueprint phase. Focusing

on an enterprise-wide perspective of business processes, MSS worked to complete the following objectives:

Identify and define enterprise-level End to End processes

Identify process relationships (within an End to End context)

Document information elements, integration points, and stakeholders (process requirements)

Identify process improvements and opportunities (pain points)

Prepare for the LASeR Blueprinting effort by accomplishing the following:

Process Decomposition Models – Inventory of high level processes and sub-processes of those processes impacted by the SAP implementation

SIPOC Models – Communication models detailing process requirements (Inputs, Outputs, and upstream/downstream Stakeholders) for each of the processes inventoried.


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Process Opportunities – Documented issues and opportunities for improvement as raised by participants.

These opportunities are to be used during Blueprint “to be” process discussions to make improvements to

the “to be” state.

Under the initial direction of SRP’s Business Process Solutions, MSS quickly ramped up on the modeling

tool and the process approach. We planned and facilitated process identification and process requirements

meetings to complete the major objectives:

Identify and define enterprise-level End to End processes

Identify process relationships (within an End to End context)

Document information elements, integration points, and stakeholders (process requirements) and Identify process improvements and opportunities (pain points)

ERP Services for LASeR Project

MSS was engaged to provide Services related to SRP’s LASeR Project. The MSS ERP focused

consulting services included designing the Systems Integrator (SI) Deployment Definition, providing

Program Management Support and Quality Assurance Program Definition and Deployment. MSS

validated the Communication Planning Organization/Roles & Responsibilities and participated in Project

Leadership Review Sessions. MSS also prepared Materials and Participate in Project Briefings for SRP

Executives. The following tasks were included in the engagement: 1. Project Management/Leadership Roles

2. Lead and/or participate in addressing the following BPM related project tasks: A. Critical Process Flows and Critical Requirements

1. Map key as-is process flows

2. Identify current process gaps or issues (leading practice benchmarking)

B. Document key requirements (and critical details – key business rules and calculations)

Change Management Advisory Services

MSS provided OCM Consulting Services which included Developing a Change Management Plan which

included facilitating the process design, testing and deployment of the Change Management Plan.

Additionally, MSS provided Change Management Monitoring tools including: A. Customer Status Reporting B. Deployment Planning Status Report C. OCM Dashboard D. Deployment Planning Activities Calendar

MSS also mentored SRP by employing the following: A. Improving Trust in the Environment B. Healthy Conflict Management C. Effective Communications D. Customer Interactions E. Overcoming Customer Resistance

MSS provided the following for SRP’s LASeR Internal Controls Project:

1. Identify and coordinate the required activities among the project participants, including: SRP’s Corporate

Audit Services, Protiviti, PricewaterhouseCoopers, SRP’s Corporate Accounting Services and LASeR’s functional, technical, and security teams.

2. Integrate the detailed activities into LASeR’s work planning process, including tasks, dates and associated roles/responsibilities.

3. Manage the work activities in a manner which minimizes the impact to the LASeR teams. 4. Serve as the key point of contact for all parties. 5. Review and facilitate the approval of deliverables. 6. Manage activities against the project schedule and budget. 7. Conduct team status meetings involving the key participants on the Project. 8. Provide weekly project status updates. 9. Review alignment of activities and make as needed updates to the developed Project Work Plan


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10. Track Project Issues Log and Document Resolutions 11. Provide communications updates to SRP Project Sponsors. 12. Utilize LASeR’s PMO processes.


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ATTACHMENT B

BIDDER'S 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:

3. Company Name: Rio Salado Community College

Address: 2323 West 14th Street, Tempe, Arizona 85281

Phone #: 480-517-8630 Fax #:

Contact Person: Edward Kelty

Contract Period: From: 2001 To: Current

Number of Client Employees Involved – 300 - 400

Describe Services:

RioLearn Development and Project Management Consulting Services MSS was retained by MSS to provide Microsoft Development Services in support of enhancements being performed to the College’s e-Learning System, RioLearn. In addition to application programming work, MSS served in lead testing roles for the product’s release as well as taking a Project Management role to insure that the dates for the Project were being met. MSS employed Microsoft Development Methodologies in concert with the Rio Team during this effort.

e-Learning Business Systems Assessment Project

MSS assessed Rio Salado’s e-Learning business objectives and associated technology support systems.

Phase One involved meeting with deans and faculty to gather e-Learning objectives while Phase Two

focused on analyzing the existing Information Systems in place to support those objectives. MSS delivered

detailed system recommendations and future requirements.

Information Systems Organization Survey

MSS began the Information Systems organization survey and assessment by conducting interviews to

gather business objectives and IT support needs. MSS then worked with Rio Salado to assess the

capabilities of the existing IT organization and produced organizational and procedural recommendations to

facilitate IT service improvements.

e-Learning Envisioning Project

Rio Salado engaged MSS and Microsoft to design an integrated solution to support their key characteristics;

meet or exceed functional and technical requirements; establish a dynamic and collaborative environment for

users; and provide an infrastructure that would support growth and enhancements.

MSS and Microsoft facilitated work sessions, prepared a conceptual design document, and conducted

prototyping of key application components. The solution design envisions an application utilizing

Microsoft.Net components including Content Management Server, Sharepoint Server and SQL Server.

e-Learning Implementation Project. Rio Salado engaged MSS and Microsoft to provide the custom development of a Microsoft based learning management system for a local college. The scope of the project included the design, development and delivery of the first major functional release of the College’s new eLearning system, including the leadership needed to establish long-term development practices, standards and processes. MSS provided direction to the product management team throughout the detailed design and provided guidance and mentoring to the test team in areas of planning, preparation and execution of the quality assurance or stabilizing phase.


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Help Desk Assessment MSS developed a Help Desk Assessment which included:

Identifying functional and technical requirements. Conducting a marketplace analysis to identify the top five vendors Documenting the market price for the top five software vendors to understand the cost of

purchasing a new system.

4. Company Name: Chandler Gilbert Community College

Address: 2626 E. Pecos Road, Chandler, AZ 85225

Phone #: 480-732-7000 Fax #:

Contact Person: Victor Navarro

Contract Period: From: 2008 To:2009


Describe Services

Vendor Purchasing and Inventory Evaluation Project Phase I

MSS Technologies was engaged by Chandler Gilbert Community College to conduct an Evaluation of their Purchasing and Inventory system. MSS facilitated worksessions to verify and organize CGCC’s business, technical, and support requirements for their Purchasing/Inventory Application. MSS then developed an RFI to review software products and their ability to satisfy a majority of the Purchasing/Inventory business and technical requirements. Based upon the outcome of the RFI process, a short list of vendor candidates was created and invited for a product demonstration. Phase II – Vendor Product Evaluation/Selection MSS was engaged for the second half of the Product Evaluation/Selection project to establish vendor demonstration scripts and perform vendor management activities. MSS worked with CGCC representatives to facilitate the selection of an optimal vendor solution.

Company Name: Maricopa Community College District

Address: 2411 W. 14th Street

Phone #: 480-731-8102 Fax #:

Contact Person: Darrel Huish

Contract Period: 2004 From: To: 2008


Describe Services:

Technology Master Plan

MSS developed a Technology Master Plan for Maricopa Community Colleges. Activities included serving as

a facilitator for a planning meeting with leaders across all of the Community Colleges to document initial

project ideas and to identify priorities, serving as a resource to review plan documentation and to make

recommendations, and participated in meetings to refine the plan, and provide a resource to review Plan

Presentation to the District-wide decision makers.

E-Learning IT Services Assessment Project

MSS focused on the development of recommendations related to IT Service Levels specifically in support of

the Blackboard and MIDAS Products.

Activities included: Met with project sponsors to verify project objectives and to identify critical project participants. Finalize work session agenda and establish meeting schedule with selected project participants.


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Conduct work sessions with IT Support Personnel to verify roles and responsibilities of the current support model, to review existing and planned infrastructure requirements, to identify existing service level agreements/requirements, and to document key issues.

Conduct work sessions with selected end users of Blackboard to document usage requirements and to identify current and future service level expectations.

Based on the information gathered in the IT and End User Work Sessions, develop a gap analysis document measuring service level expectations against current support capabilities.

Develop IT Support/Service Level Recommendations that address issues as documented by the gap analysis.

Review draft findings with Core Project Team to gain consensus. Finalize Project Report and Deliver an Executive Presentation.

Company Name: Maricopa County

Address: 620 W. Jackson, Suite 3076, Phoenix, Arizona 85003

Phone #: 602-506-7087 Fax #:

Contact Person: Les Osvold

Contract Period: 2011 From: To: Present


Describe Services:

Record Keeping Optimization for HeadStart

Over a 5-week project, MSS did an assessment of Head Start’s record keeping processes and technical

environment to compile a report that included strategic and tactical recommendations. Below is an executive

summary of the recommendations we provided to Head Start:

During a 5-week project that assessed Head Start’s record keeping environment, MSS held focus group

meetings with 29 people across multiple teams to gather information around the Agency’s record keeping

processes, forms, use of technology, and cultural environment.

To address we recommend that Head Start implement a two-phased approach to streamline its record

keeping processes. The phased approach allowed the organization to transition through the change at a

manageable pace to ultimately get to an optimal record keeping environment.


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Additional Business Information

ATTACHMENT B BIDDER'S STATEMENT (continued) Standard Business Hours

1. Days of week available for services: Five Days

2. Business hours of operation: 8:00 a.m. – 5:00 p.m.

3. On-call/Emergency service hours: N/A

Phone Number(s):

Web Address:

FAX Number:

General Information

4. Business License Number: 95005688

5. Number of years in business under current name: 15

6. Number of offices in the State of Arizona: 1

7. Business Classification (check applicable category)

Minority Owned Business (MBE)

Woman Owned Business (WBE)

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:

9. Account Manager Information:

Name: Brian Jung

Phone: 602-387-2104

Pager:

10. Contractors License Number(s): N/A

TYPE NUMBER

N/A

11. Do you ever sub-contract any of your services?

______X____NO

__________YES

If YES, which services?:_____________________________________________

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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Financial Statement


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51


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53


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APPENDIX A – RFP #3136-10 ADDENDUM #1

RFP #3135-10 ADDENDUM #1

&

ACKNOWLEDGMENT OF

RECEIPT

Description: Software Development and Implementation Services

RFP#: 3135-10 Addendum #1

Date: November 9, 2012

This addendum includes the following information:

Below are responses to some of the questions that were received. If your question was not specifically answered it is because we felt the question was not pertinent to your ability to respond to the RFP, it did not address what we are requesting in the RFP, it is information that only the successful proposer will need and can be obtained when they start working on the project, and/or the answer is already in the RFP package or available on our web site. NO FURTHER QUESTIONS WILL BE ACCEPTED OR ANSWERS PROVIDED.

A. Responses to some of the questions received are as follows: Q: Page 11: 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. Question: Our company is a closely held company and accounts are not

audited. However, we have our tax returns filed and could submit them. Are they acceptable?

A: Tax returns are acceptable

Q: Page 22: Bidder references, "minimum of five (5) current and local references"

Questions:

1) does LOCAL mean references in the Maricopa county or Phoenix area? Could this even

mean all the states in the USA?

2) will vendors be disqualified if they can provide only one or two references?

A: AZ preferred, but, USA is acceptable.

Q: Page 16: 7.1.2.3.2 Their education and specific experience in the field and relevant clients that

they have served as a financial advisor in the last five years

Question: What does the Financial advisor mean here? Why is this experience necessary?

A: Please disregard this question

Q: Section 7.2.2 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. Listing ALL

comparable work in the last 10- years, will be a large response also, we cannot guarantee ALL can be

documented. Can you please provide more reasonable request for companies of our size and

experience? In addition, is MCCCD only looking for higher-ed with the request for "all comparable

work?"


56

A: Please provide a summary list of the most relevant work from over the last 10 years that most closely

resembles our request and/or educational environment

Q: Please clarify what MCCCD is looking for regarding pricing. The RFP requests daily and total

costs in section 5.1. Whereas, in section 8-1, hourly rates are requested.

A: Daily is the assumed pricing structure, but, if there are hourly servers please outline as necessary

Q: Section 5.1.9: Please provide additional information on MCCCD's requirements for end-user training.

Is this classroom training with curriculum or is it more user-based custom training on a specific solution

implemented? Does MCCCD prefer in-person training, webinar style, recorded video training?

A: Classroom training at a Maricopa location or the vendor's location. Online webinar or video is acceptable

for highly unique training sessions but not as the only way of providing training.

Q: Is MCCCD only interested in the six identified roles in the "Type of Service" column? If so, please clarify

Functional Resource and Tuning Resource. Should we have additional resource roles we would recommend

to accomplish the scope of work, is MCCCD open to us providing those roles and pricing?

A: If there are additional roles, please feel free to list and define them

Q: In Section 4.2.1 three references are requested and in Attachment B five references are requested.

Because of the inconvenience this process can cause for clients, are preference is three client references. Is

this acceptable?

A: Three references are acceptable

Q: With thousands of applications deployed to production globally, this question would be too difficult to

answer. Would one solution per area we're responding to be acceptable?

A: A good representative set of examples is best. One may not be enough to assess

Q: With approx 100 local employees, our plan is to provide the relevant practice leads resumes only. Is

this acceptable? A: Yes

Q: We are a little unclear with what you are looking for here, does "Complete the Questionnaire.

refer to section 7, the "RESPONDENT QUESTIONNAIRE" or is this in reference to a different

questionnaire?

A: Please disregard this question

B. A Request For Proposal is a document we use when we are looking for companies to submit proposals

that explain what their capabilities are, what services they offer, and various pricing schedules for

different types of services offered. We have given you, to the best of our ability, an outline (Scope of

Work in Section 5 of the RFP) of what we are looking for. You, not MCCCD, are the experts in providing

these services to organizations like ours and you have the knowledge and expertise we are looking for.

We expect you to submit a proposal that gives specifics of your company and what services you can

offer MCCCD in response to the needs expressed in this RFP.


57

Please fill in the requested information below as acknowledgment that you have received this addendum as noted above. Please include a signed copy of this Addendum Acknowledgment with your proposal when it is submitted.

Name of Firm: MSS Technologies, Inc.

Address: 1555 E. Orangewood Avenue, Phoenix, AZ 85020

Fax# (602) 256-6060 Tel. #: (602) 387-2100

Name: (Print): Brian Jung Title: Consulting Services Director

Signature: Date: November 21, 2012

E-Mail: [email protected]



58

APPENDIX B – ACKNOWLEDGMENT OF RECEIPT


59

APPENDIX C – RFP #3135-10 ADDENDUM #2

RFP #3135-10 ADDENDUM #2

& ACKNOWLEDGMENT OF RECEIPT

Description: Software Development and Implementation Services

RFP#:

Date: 3135-10 Addendum #2

November 16, 2012

This addendum includes the following information:

The following information replaces Attachment A - page 20


60

THE FOLLOWING RATES APPLY TO HMPLOYEES TRAVELING ON OFFICIAL STATE BUSINESS:

1. Persona! Vehicle Mileage Reimbursement: 44.5 cents per mile effective 11/15/06

2, Privately-owned aircraft:

3. In-State Lodging and Meal

Rates:

99.5 cents per mile. Requires prior GAO approval. Based on the shortest air route* from origin to destination. Landing and parking fees are allowed except at the location where the aircraft is normally based.

Effective 11/15/06

State Primary Destination COOBtV BexiB In-I Lodcme Meal

Dtfa.lt Rate All cities aot listed

below All cooatics aol

listed below S«0 $34

Arizona Grind Canvoti 1 Flagstaff Coconino (Except Toe

City Limits Of Sedooa) Octl Oct31 Ml U9

(Jntnd Canyon I Flagstaff Coconino (Hxcept The

City Limits Of Sedona) Nov 1 Feb28 S6S $3»

Grand Canyon ■ Hagstaff Coconino (Except The

Citv limits Of Sedona I Marl SepW SSI $39

Nmh s-i $49 I'I....TI\ S.OtV.,-..lk Miricopa O ct l DCCJI SIM3 Phoenix 1 Scutudale Maricopa Jan 1 Mar 11 SMI $54 Phoenix 1 Scotisdale Maricoca Ap r l May 31 sim Phi.rniv SOOIM^I Maricopa Jun I \,.L' 11 $74 SM Ptiocnix ' Scottsdale Maricop* twl SepJO S103 SS.I Sedwia City Of Sedona Which

Falls Within Y«vapai

And Coconino Counties

I IM i Feb28 SI07 $59

Sedooa City Of Sedona WhKh

Falls Within Yuvapai

And Coconino Coin{|a|

Mvl May Jl SI IS

Mora CHy Of Sedon« Which Faiii Within Yavipai

And Coconino

iMijrl-L".

Junl SepJO $107 $59

c oddg SM, $34 1ucson ?im (\: 1 DM ] I SSJ $44 1 MM PKM Jan 1 Mar 31 S1I9 $44 ' ULMJI Pima Ap r l Sep30 SR3 $44 Yumn $71 $34


61

Please fill in the requested information below as acknowledgment that you have received this addendum as noted above. Please include a signed copy of this Addendum Acknowledgment with your proposal when it is submitted.

Name of Firm: MSS Technologies, Inc.

Address: 1555 E. Orangewood Avenue, Phoenix, AZ 85020

Fax# (602) 256-6060 Tel. #: (602) 387-2100

Name: (Print): Brian Jung Title: Consulting Services Director

Signature: Date: November 21, 2012

E-Mail: [email protected]
