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Item 08 ERPA Contract
AGENDA ITEM SUMMARY Meeting Date: Meeting Type: Staff Contact/Dept.: Staff Phone No: Estimated Time: 11/15/2021 Regular Meeting Brandt Melick/IT 541-726-4645 Consent Calendar SPRINGFIELD Council Goals: Financially Responsible CITY COUNCIL and Stable Government Services ITEM TITLE: PEOPLESOFT MANAGED SERVICES WITH ERP ANALYSTS INC. (ERPA) ACTION Award RFP S2866 to ERP Analysists, Inc and authorize the City Manager to REQUESTED: sign contract C2951 with ERPA for $80,000 and execute all documents required to affect the transaction. ISSUE To support the goal of providing financially responsible and innovative government STATEMENT: services the Information Technology (IT) Department uses external service providers to supplement internal IT staffing in areas where additional expertise and resources are required. ATTACHMENTS 1) ATT 1_C2951 ERPA-PeopleSoftS-MS_CAOreview_20211108.docx 2) ATT2_S2866-FY21-22_RFP _PeopleSoft-Managed-Services.pdf 3) ATT3 S2866-FY21-22 RFP Response_ERPA.pdf DISCUSSION/ The IT FY21 adopted budget includes funds for this contract. The contract provides FINANCIAL IT support service for the PeopleSoft Human Resource (HCM) and Financial (SCM) IMPACT: systems and supports information security regulatory compliance. Proposed contract provides critical patching, regulatory compliance (Tax Updates), tools upgrades and managed services of the PeopleSoft environments. Contract also continues a proven IT services cost containment strategy initiated in 2017 to provide specialized IT resource at affordable rates 24 hour a day, 7 day a week, 365 day a year. Accordingly, the IT Department requests these services through the execution of this new contract. IT used competitive procurement RFP S2866 as the selection vehicle. Eight (8) proposals were received. ERPA received the highest point score and provided the best value, covering 100% of the business requirements requested in the RFP and at a fixed yearly price. Additional justifications for selecting this company include: 1. Company focus on public sector customers and specific PeopleSoft products used by the City. 2. Company International Organization for Standards (ISO) 27001 certification, CMM Level 3, Center of excellence and 24/7 support model. 3. Headquartered in Dublin, OH, Company provides global services with quality and competing prices on timely manner. 4. This company has a strong track record of providing excellent service, customer satisfaction timely delivery of tasks. 5. This company provides service level agreement which meets our expectations and business needs. 6. ERP Analyst Inc. has positive presence in our regional community supporting both Lane County and City of Eugene. One year contact of $80,000 is contingent upon approval of this AIS and continuation for a second year is contingent upon budget approval of $80,000 for FY23. Funds for this contract are included in the IT FY22 base budget. Staff recommends Council award RFP S2866 to ERPA and authorize the City Manager to sign the contract in Attachment 1. CITY OF SPRINGFIELD INDEPENDENT CONTRACTOR AGREEMENT (Type 3: For Personal Services Contracts Requiring Professional Liability Insurance) Contract # 2951 Dated: November 19, 2021 Parties: The City of Springfield A municipal corporation in the State of Oregon 225 Fifth Street Springfield, Oregon 97477 and ERP Analysts, Inc. 425 Metro Place North, Suite 510 Dublin, OH 43017 Additional Independent Contractor Information: ("CITY") ("Independent Contractor") A. Type of Entity: ❑ Sole Proprietorship ❑ Partners ❑ Limited Liability Company ❑ Corporation Type 3 Independent Contractor Agreement for Personal Services Page 1 of 13 Attachment 1, Page 1 of 28 JAN 2019 A. Address: 425 Metro Place North, Suite 510 Dublin, OH 43017 B. Telephone: (614) 932-2093 C. Fax No: D. SSN or Fed. I.D. No: 31-1688884 E. Professional License(s) No:_ F. Oregon Agency Issuing License: G. Foreign Contractor ❑Yes © No (Foreign means not domiciled in or registered to do business in Oregon) See Exhibit B (11). CITY Account Number(s) To Be Charged (Include Percentages): Account Number Percentage ........ ......... ......... ......... ......... ......... 100-03100-7070-611008 .......... .... 50% 100-03100-7071-611008 ........ ......... ......... ......... ......... ......... ........ ......... ......... ......... ......... ......... .......... .... 50% ......... In consideration of the mutual covenants contained herein, the parties agree to the following terms, provisions, and conditions: 1. Payment by CITY. CITY shall pay Independent Contractor according to the sum and schedule described in Attachment 1 attached hereto and incorporated herein by this reference and in an amount not to exceed 80,000. 2. Invoice. Invoice to be sent to: Accounts Payable - City of Springfield, 225 5t" Street, Springfield, OR 97477 or email to ap(abspringfield-or.gov. Invoice will be paid on net 30 day terms upon City acceptance of goods delivered, work or services performed. The invoice must reference this contract # C2951 and approval code #230. 3. Services to be Performed by Independent Contractor. Independent Contractor shall perform the services described on Attachment 1. 4. Term. 4.1. This Agreement is effective as of the date first set forth above and shall continue until November 18, 2022 , unless earlier terminated in accordance with the provisions of this Agreement or by mutual consent of the parties. 4.2 This Agreement may be extended for two additional one (1) one-year periods upon agreement of both parties, subject to the availability and appropriation of funds. Upon renewal, the terms and conditions of this Agreement remain in full force and effect, except as amended according to section 29 herein. 5. Sourcing. Independent Contractor was selected from RFP S2866 PeopleSoft Managed Services issued September 10, 2021. 6. First Point of Contact. Independent Contractor: Eric Novak, (614) 932-2093, eric.nova k(a-erpa.com CITY: Kumar Pandy, (541) 726-3643, kpandey(a�springfield-or.qov 7. Independent Contractor Status. By its execution of this Agreement, Independent Contractor certifies its status as an "Independent Contractor" as that term is used under the laws of the State of Type 3 Independent Contractor Agreement for Personal Services JAN 2019 Page 2 of 13 Attachment 1, Page 2 of 28 Oregon, and that all performance of any labor or services required to be performed by Independent Contractor under the terms of this Agreement shall be performed in accordance with the standards set forth in ORS 670.600, and as more specifically set forth on Exhibit "A" attached hereto and incorporated herein by this reference. 8. Conformance with Oregon Public Contracts Law (ORS Chapter 279). Independent Contractor shall comply with all applicable provisions of Oregon law for public contracts, including, but not limited to ORS 2798.110, ORS 27913.220, ORS 27913.225, ORS 2796.230, and ORS 2796.235, and as more fully set forth on Exhibits "B" and attached hereto and incorporated herein by this reference. 9. Work Performed. The work to be performed by Independent Contractor includes services generally performed by Independent Contractor in his/her/its usual line of business. 10. Tax duties and Liabilities. Independent Contractor shall be responsible for all federal, state and local taxes, if any, applicable to any payments received pursuant to this Agreement, including but not limited to income tax, payroll tax, social security and self-employment tax. CITY shall not withhold, pay, or in any other manner be responsible for payment of any taxes on behalf of Independent Contractor and as more specifically set forth in Exhibit "C". 11. Reimbursement of Expenses. Independent Contractor shall not be entitled to reimbursement by CITY for any expenses incurred by Independent Contractor unless otherwise agreed in writing. 12. Materials and Supplies. Independent Contractor shall supply all materials and supplies needed to perform the services required unless otherwise agreed in writing. 13. No Authority To Bind CITY. Independent Contractor shall have no authority to enter into contracts on behalf of CITY, its officers, agents and employees. This Agreement shall not create a partnership or joint venture of any sort between the parties. 14. Federal Employment Status. In the event payment made pursuant to this Agreement is to be charged against federal funds, Independent Contractor hereby certifies that it is not currently employed by the Federal Government and the amount charged does not exceed Independent Contractor's normal charge for the type of services provided 15. Indemnification and Hold Harmless. The Independent Contractor shall assume all responsibilities for the work, and bear all losses and damages directly or indirectly resulting to the Independent Contractor, the City, or to others on account of the character or performance of the work, unforeseen difficulties, accidents, or any other cause whatsoever. The Independent Contractor shall assume defense of, indemnify and save harmless the City, its officials, agents, and employees from all claims, liability, loss, damage and injury of every kind, nature and description, directly or indirectly resulting from activities in the performance of the Contract, the ownership, maintenance or use of motor vehicles in connection therewith, or the acts, omissions, operations, or conduct of the Independent Contractor or any Subcontractor under the Contract or any way arising out of the Contract. Type 3 Independent Contractor Agreement for Personal Services JAN 2019 Page 3 of 13 Attachment 1, Page 3 of 28 irrespective of whether any act, omission or conduct of the City connected with the Contract is a condition or contributory cause of the claim, liability loss, damage or injury and irrespective of whether act, omission, or conduct of the Independent Contractor or Subcontractor is merely a condition rather than a cause of a claim, liability, loss damage or injury. The Independent Contractor shall not be liable for nor be required to defend or indemnify, the City relative to claims for damage or damages resulting solely from acts or omissions of the City, its officials, agents or employees. The absence of or inadequacy of the liability insurance required in section 16 below shall not negate Independent Contractor's obligations in this paragraph. 16. Insurance. 16.1. General Insurance. The Independent Contractor shall maintain in force for the duration of this agreement a Commercial General Liability insurance policy written on an occurrence basis with limits not less than $2,000,000 per occurrence and $3,000,000 in the aggregate for bodily injury or property damage. The policy will contain a "per project" Aggregate endorsement. Automobile Liability (owned, non -owned and hired) insurance with limits not less than $1,000,000 per occurrence shall be maintained. The City, its employees, officials and agents will be named as an Additional Insured where operations are being conducted related to this contract, on the General Liability policy as respects to work or services performed under this Agreement to the extent that the death or bodily injury to persons or damage to property arises out of the fault of the Independent Contractor or the fault of the Independent Contractor's agents, representatives or subcontractors. This insurance will be primary over any insurance the City may carry on its own. Independent Contractor understands that CITY is a public entity subject to the requirements of the Oregon Governmental Tort Claims Act, ORS 30.260 et seq. In the event that CITY'S financial obligations or liabilities are modified by any amendment to the liability limits imposed by the Oregon Governmental Tort Claims Act, Independent Contractor agrees that the limits regarding liability insurance set forth in this Section16.1 will be modified to conform to such limits. Independent Contractor and CITY shall sign an amendment to this Agreement incorporating such modification. 16.2. Professional Liability. Independent Contractor shall maintain in force during the duration of this Agreement (and, if it is a claims made policy, for a year following completion of the project) a professional liability policy, approved by the City's Risk Manager as to terms, conditions and limits. 16.3. Cybersecurity. Independent Contractor shall maintain in force during the duration of this agreement a cybersecurity policy with limits not less than $2,000,000. Independent Contractor to provide Certificate of Liability naming The City, its employees, officials and agents as an Additional Insured where operations are being conducted related to this contract within 30 days of contract execution. 16.4. Asbestos Abatement. (Only applicable to contracts where asbestos maybe present) The Commercial General Liability policy shall be written on a form that meets the following criteria and must be ASBESTOS SPECIFIC as follows: a. A full occurrence form, or b. A limited occurrence form with at least a three-year (3) tail, or c. A claim made form with a three-year (3) tail. 16.5. Workers' Compensation. Independent Contractor shall provide and maintain workers' compensation coverage with limits not less than $500,000 for its employees, officers, agents, or partners, as required by applicable workers' compensation laws as defined in ORS 656.027 and ORS 701.035(5). If Independent Contractor is exempt from coverage, a written statement signed by Independent Contractor so stating the reason for exemption shall be provided to the City. 16.6. Evidence of Insurance Coverage. Evidence of the required insurance coverages issued by an insurance company satisfactory to the City shall be provided to the City by way of a City approved certificate of insurance before any work or services commence. 16.7. Notice of Cancellation or Material Change in Coverage. The certificate of insurance shall contain a requirement that the Insurance company notify the City 30 days prior to any Type 3 Independent Contractor Agreement for Personal Services JAN 2019 Page 4 of 13 Attachment 1, Page 4 of 28 cancellation or material change in coverage. If the approved insurance company will not provide this 30 day notice, the Independent Contractor shall provide written notice to the City contract manager within 2 calendar days after the Independent Contractor becomes aware that their coverage has been canceled or has been materially changed. The Independent Contractor shall either fax 541-726-3782 said notice or email it directly to purchasing@springfield-or.gov. Regardless of what circumstances caused Independent Contractors insurance coverage to cease or be modified, it is the Independent Contractor's responsibility to notify the City. Failure to maintain proper insurance or provide notice of cancellation or modification shall be grounds for immediate termination of this contract. (Independent Contractor initials) 16.8. Equipment and Material. The Independent Contractor shall be responsible for any loss, damage, or destruction of its own property, equipment, and materials used in conjunction with the work. 16.9. Subcontractors. The Independent Contractor shall require all subcontractors to provide and maintain general liability, auto liability, professional liability (as applicable), and workers' compensation insurance with coverage's equivalent to those required of the general contractor in this contract. The Independent Contractor shall require certificates of insurance from all subcontractors as evidence of coverage. 16.10. Exception or Waivers. Any exception or waiver of these requirements shall be subject to review and approval from the City's Risk Manager. 16.11. Railroad Protective Liability Coverage. If work being performed under this agreement is near railroad tracks or a railroad right of way and the Railroad requires special insurance (for example: Railroad Protective Liability Coverage) Independent Contractor will be responsible for meeting the Railroad insurance requirements before any work commences. Any insurance required to be purchased by the Railroad is in addition to the insurance required by the City. 17. Termination. The performance of work under this Agreement may be terminated by CITY, in whole or in part, whenever for any reason CITY shall determine that such termination is in the best interest of CITY. Any such termination shall be effected by delivery to the Independent Contractor of a Notice of Termination specifying the extent to which performance of the work under the Agreement is terminated and the date on which such termination is effective. Upon delivery to the Independent Contractor of a Notice of Termination under this paragraph, the Independent Contractor and CITY shall, by agreement, make an appropriate written modification to this Agreement governing completion of portions of the Independent Contractor's work and payment therefore by CITY. 18. Rights In Data. All original written material, including programs, card decks, tapes, listings, and other documentation originated and prepared for CITY pursuant to this Agreement, shall become exclusively the property of CITY. The ideas, concepts, know-how, or techniques developed during the course of this Agreement by Independent Contractor personnel can be used by either party in any way it may deem appropriate. Material already in Independent Contractor's possession, independently developed by Independent Contractor outside the scope of this Agreement, or rightfully obtained by Independent Contractor from third parties, shall belong to Independent Contractor. This agreement shall not preclude Independent Contractor from developing materials which are competitive, irrespective of their similarity to materials which might be delivered to CITY pursuant to this Agreement. Independent Contractor shall not, however, use any written materials developed under this Agreement in developing materials for others, except as provided in this section. 19. Confidentiality/Protected Information. During the course of performance hereunder, Independent Contractor or its agent, employees, or contractors, may receive confidential information. Independent Contractor agrees to use its best efforts to maintain the confidentiality of such information and to inform each agent and employee performing services of the confidentiality obligation that pertains to such information. Regarding the receipt and handling of such information, Independent Contractor shall comply with the requirements of Exhibit D and E attached hereto and incorporated herein by this reference. The obligations of Exhibit E shall survive the termination of this Agreement and shall remain in perpetuity. The obligation of Exhibit D shall survive according the provisions of Exhibit D. Type 3 Independent Contractor Agreement for Personal Services JAN 2019 Page 5 of 13 Attachment 1, Page 5 of 28 20. Assignment/Subcontract. Independent Contractor shall not assign, sell, transfer, subcontract or sublet rights, or delegate responsibilities under this agreement, in whole or in part, without the prior written approval of CITY. No such written approval shall relieve Independent Contractor of any obligations of this Agreement, and any transferee or subcontractor shall be considered the agent of Independent Contractor. Independent Contractor shall remain liable as between the original parties to this Agreement as if no such assignment had occurred. 21. Successors In Interest. The provisions of this Agreement shall be binding upon and shall inure to the benefit of the parties to this Agreement and their respective successors and assigns. 22. Compliance With All Government Regulations. Independent Contractor shall comply with all Federal, State and local laws, codes, regulations and ordinances applicable to the work performed under this Agreement. Failure to comply with such requirements shall constitute a breach of contract and shall be grounds for termination of this Agreement. Damages or costs resulting from noncompliance shall be the sole responsibility of Independent Contractor. 23. Attorney Fees. In the event a lawsuit of any kind is instituted on behalf of CITY to enforce any provision of this Agreement, Independent Contractor shall pay such additional sums as the Court may adjudge reasonable for attorney fees plus all costs and disbursements at trial and on any appeal. 24. Force Majeure. Neither party to this Agreement shall be held responsible for delay or default caused by fire, riot, acts of God and/or war which is beyond that party's reasonable control. CITY may terminate this Agreement upon written notice after determining such delay or default will unreasonably prevent successful performance of the Agreement. 25. Assistance Regarding Patent And Copyright Infringement. In the event of any claim or suit against CITY on account of any alleged patent or copyright infringement arising out of the performance of this Agreement or out of the use of any material furnished or work or services performed hereunder, Independent Contractor shall defend CITY against any such suit or claim and hold CITY harmless from any and all expenses, court costs, and attorney's fees in connection with such claim or suit. 26. Severability. If any provision of this Agreement is declared by a court to be illegal or in conflict with any law, the validity of the remaining terms and provisions shall not be affected; and the rights and obligations of the parties shall be construed and enforced as if the Agreement did not contain the particular provision held to be invalid. 27. Access To Records. CITY and its duly authorized representatives shall have access to books, documents, papers and records of Independent Contractor which are directly pertinent to this Agreement for the purpose of making audit, examination, excerpts and transcripts. 28. Waiver. Failure of CITY to enforce any provision of this Agreement shall not constitute a waiver or relinquishment by CITY of the right to such performance in the future nor of the right to enforce any other provision of this Agreement. 29. Amendments. The terms of this Agreement shall not be waived, altered, modified, supplemented or amended in any manner whatsoever, without prior written approval of CITY, No modification of this Agreement shall bind either party unless reduced to writing and subscribed by both parties, or ordered by a Court. 30. Nondiscrimination. Independent Contractor shall comply with all applicable requirements of Federal and State civil rights and rehabilitation statutes, rules and regulations. 31. Americans with Disabilities Act Compliance. Independent Contractor will comply with all applicable provisions of the Americans with Disabilities Act of 1990, 42 USC Section 12101 et seq. and Section 504 of the Rehabilitation Act of 1973. Type 3 Independent Contractor Agreement for Personal Services JAN 2019 Page 6 of 13 Attachment 1, Page 6 of 28 32. Dual Payment. Independent Contractor shall not be compensated for work performed under this contract from any CITY agency other than the agency which is a party to this contract. 33. Choice of Law, Forum, Construction of Agreement. This Agreement shall be governed and construed in accordance with the laws of the State of Oregon, apart from choice of law provisions. The parties agree that the Circuit Court for the County of Lane, State of Oregon, or the Federal District Court of the State of Oregon (Eugene) is the sole and proper forum for resolving any disputes involving this Agreement, any breach of this Agreement, or relating to its subject matter. The Parties agree to submit themselves to the jurisdiction of such courts without challenge to the jurisdiction of these courts. This Agreement shall not be construed more favorably to CITY due to the preparation of this Agreement by CITY. The headings and subheadings in this Agreement are for convenience, do not form a part of this Agreement, and shall not be used in construing this Agreement. 34. Entire Agreement. This Agreement signed by both parties is the parties' final and entire Agreement and supersedes all prior and contemporaneous oral or written communications between the parties, their agents and representatives. There are no representations, promises, terms, conditions or obligations other than those contained herein. IN WITNESS WHEREOF the parties have executed this Agreement to be effective the date first set forth above. CITY OF SPRINGFIELD: INDEPENDENT CONTRACTOR By: By: Name: Name: Title: Title: Date: Date: Type 3 Independent Contractor Agreement for Personal Services Page 7 of 13 Attachment 1, Page 7 of 28 JAN 2019 EXHIBIT ""A" INDEPENDENT CONTRACTOR STATUS Independent contractor states and represents that contractor is an independent contractor as that term is defined in Oregon Revised Statute 670.600 and more specifically represents, states and agrees that in providing the services and scope of work specified in this contract: 1. Independent contractor provides services for remuneration; and 2. Independent contractor is free from direction and control over the means and manner of providing the services and scope of work subject only to the right of City to specify the desired results; and Independent contractor is customarily engaged in an independently established business; and 4. Independent contractor is licensed within the state of Oregon to provide any services for which a license is required under ORS Chapter 671 or 701 and is responsible for obtaining other licenses or certificates necessary to provide the service or scope of work; and Independent contractor complies with at least three of the following requirements: (a) A business location is maintained that is separate from the business or work location of City; or is in a portion of the independent contractor's residence and that portion is used primarily for the business. (b) The independent contractor bears the risk of loss related to the provision of services or scope of work such as entering into a fixed price contract, defective work is required to be corrected, the services provided are warranted or indemnification agreements, liability insurance and performance bonds and errors and omissions insurance are provided. (c) Contracted services for two or more different persons or entities within a twelve month period have been obtained, or routinely engaged in business advertising, solicitation, or other marketing efforts reasonably calculated to obtain new contracts to provide similar services. (d) Significant investment in the business has been made such as purchasing tools or equipment, paying for premises or facilities where services are provided, paying for licenses, certificates or specialized training. (e) Possesses authority to hire other persons to assist in providing their services and has the authority to fire those persons. 6. Independent contractor will immediately inform City in the event that it fails to conduct its services in one or more particulars as represented in 1 through 5 above. Type 3 Independent Contractor Agreement for Personal Services JAN 2019 Page 8 of 13 Attachment 1, Page 8 of 28 EXHIBIT `B" City of Springfield Public Contracts Conformance with Oregon Public Contractors Laws Pursuant to Oregon law, every public contract shall contain the following conditions: 1) Make payment promptly, as due, to all persons supplying to the contractor labor or material for the performance of the work provided for in the contract. ORS 27913.220(1) 2) Pay all contributions or amounts due the Industrial Accident Fund from the contractor or subcontractor incurred in the performance of the contract. ORS 279B.220(2). 3) Not permit any lien or claim to be filed or prosecuted against the state or a county, school district, municipality, municipal corporation or subdivision thereof, on account of any labor or material furnished. ORS 279B.220(3). 4) Pay to the Department of Revenue all sums withheld from employees under ORS 316.167. ORS 279B.220(4). 5) If the agreement is for lawn and landscape maintenance, it shall contain a condition requiring the contractor to salvage, recycle, compost or mulch yard waste material at an approved site, if feasible and cost-effective. ORS 27913.225. 6) Promptly, as due, make payment to any person, copartnership, association or corporation furnishing medical, surgical and hospital care services or other needed care and attention, incident to sickness or injury, to the employees of the contractor, of all sums that the contractor agrees to pay for the services and all moneys and sums that the contractor collected or deducted from the wages of employees under any law, contract or agreement for the purpose of providing or paying for the services. All employers shall comply with ORS 656.017. ORS 27913.230. 7) A person may not be employed for more than 10 hours in any one day, or 40 hours in any one week, except in cases of necessity, emergency or when the public policy absolutely requires it, and in such cases, except in cases of contracts for personal services designated under ORS 279A.055, the employee shall be paid at least time and a half pay: a) For all overtime in excess of eight hours a day or 40 hours in any one week when the work week is five consecutive days; or b) For all overtime in excess of 10 hours in any one day or 40 hours in any one week when the work week is four consecutive days, Monday through Friday; and c) For all work performed on Saturday and on any legal holiday specified in ORS 27913.020. An employer must give notice in writing to employees who work on a public contract, either at the time of hire or before commencement of work on the contract, or by posting a notice in a location frequented by employees, of the number of hours per day and days per week that the employees may be required to work. ORS 279B.235(1)-(2). 8) If the agreement is for personal services, the contract shall contain a provision that the employee shall be paid at least time and a half for all overtime worked in excess of 40 hours in any one week, except for individuals under personal services contracts who are excluded under ORS 653.010 to 653.261 or under 29 U.S.C. 201-209 from receiving overtime. ORS 279B.235(3). 9) Contracts for services must contain a provision that requires that persons employed under contracts shall receive at least time and half pay for work performed on the legal holidays specified in a collective bargaining agreement or in ORS 279B.020(1)(b)(B)-(G) and for all time worked in excess of 10 hours in any one day or in excess of 40 hours in any one week, whichever is greater. Employer shall give notice in writing to employees who work on a contract for services, either at the time of hire or before commencement of work on the contract, or by posting a notice in a location frequented by employees, of the number hours per day and days per week that the employees may be required to work. ORS 279B.235(5). If this agreement is for a public improvement, the contract shall contain the following conditions: 10) Make payment promptly, as due, to all persons supplying to the contractor labor or material for the performance of the work provided for in the contract. ORS 279C.505(1)(a). 11) Pay all contributions or amounts due the Industrial Accident Fund from the contractor or subcontractor incurred in the performance of the contract. ORS 279C.505(1)(b). 12) Not permit any lien or claim to be filed or prosecuted against the state or a county, school district, municipality, municipal corporation or subdivision thereof, on account of any labor or material furnished. ORS 279C.505(1)(c). 13) Pay to the Department of Revenue all sums withheld from employees under ORS 316.167. ORS 279C.505(1)(d). 14) The contractor shall demonstrate that an employee drug testing program is in place. ORS 279C.505(2). Type 3 Independent Contractor Agreement for Personal Services JAN 2019 Page 9 of 13 Attachment 1, Page 9 of 28 15) If the contractor fails, neglects or refuses to make prompt payment of any claim for labor or services furnished to the contractor or subcontractor by any person in connection with the public improvement contract as the claim becomes due, the proper officer or officers representing the state or a county, school district, municipality, municipal corporation or subdivision thereof, as the case may be, may pay such claim to the person furnishing labor or services and charge the amount of the payment against the funds due or to become due the contract by reason of the contract. If the contractor or first-tier subcontractor fails, neglects or refuses to make payment to a person furnishing labor or materials in connection with the public improvement contract within 30 days after receipt of payment from the contracting agency or a contractor, the contractor or first-tier subcontractor shall owe the person the amount due plus interest charges commencing at the end of the 10 -day period that payment is due under ORS 279C.580(4) and is subject to a good faith dispute as defined in ORS 279C.580. If the contractor or a subcontractor fails, neglects or refuses to make payment to a person furnishing labor or materials in connection with the public improvement contract, the person may file a complaint with the Construction Contractors Board, unless payment is subject to a good faith dispute as defined in ORS 279C.580. ORS 279C.515. 16) The payment of a claim does not relieve the contractor or the contractor's surety from obligation with respect to any unpaid claims. ORS 279C.515(4). 17) A person may not be employed for more than 10 hours in any one day, or 40 hours in any one week, except in cases of necessity, emergency or when the public policy absolutely requires it, and in such cases, except in cases of contracts for personal services designated under ORS 279C.100, the employee shall be paid at least time and a half pay: a) For all overtime in excess of eight hours a day or 40 hours in any one week when the work week is five consecutive days; or, b) For all overtime in excess of 10 hours in anyone day or 40 hours in any one week when the work week is four consecutive days, Monday through Friday; and, c) For all work performed on Saturday and on any legal holiday specified in ORS 279B.020. ORS 279C.520(1). An employer shall give notice in writing to employees who work on a public contract either at the time of hire or before commencement of work on the contract, or by posting a notice in a location frequented by employees, of the number of hours per day and days per week that the employees may be required to work. ORS 279B.520(2). 18) If the agreement is for personal services, the contract shall contain a provision that the employee shall be paid at least time and a half for all overtime worked in excess of 40 hours in any one week, except for individuals under personal services contracts who are excluded under ORS 653.010 to 653.261 or under 29 U.S.C. 201-209 from receiving overtime. ORS 279C.520(3). 19) Contracts for services must contain a provision that requires that persons employed under contracts shall receive at least time and half pay for work performed on the legal holidays specified in a collective bargaining agreement or in ORS 279C.540(1)(b)(B)-(G) and for all time worked in excess of 10 hours in any one day or in excess of 40 hours in any one week, whichever is greater. An employer shall give notice in writing to employees who work on a contract for services, either at the time of hire or before commencement of work on the contract, or by posting a notice in a location frequented by employees, of the number of hours per day and days per week that the employees may be required to work. ORS 279C.520(5) 20) ENVIRONMENTAL MATTERS: In compliance with ORS 279C.525, the Contractor is made aware that the following federal, state, and local agencies have enacted ordinances or regulations relating to the prevention of environmental pollution or the preservation of natural resources which may affect performance of SUB contracts. This is not intended to be a complete listing of agencies. Other agencies may have enacted ordinances or regulations that may apply. If the Contractor is delayed or must undertake additional work by reason of existing ordinances, rules or regulations of agencies not cited in the Contract or due to enactment of new or the amendment of existing statutes, ordinances, rules or regulations relating to the prevention of natural resources occurring after the submission of the successful quote, the contracting agency may, at its discretion, terminate the Contract, complete the work itself, use non -agency forces already under contract with the City, require that the underlying property owner be responsible for cleanup, solicit quotes for a new contractor to provide the necessary services or issue the Contractor a change order setting forth the additional work that must be undertaken. If the Contractor encounters a condition not referred to in the Invitation to Bid documents, not caused by the Contractor or any subcontractor employed on the project and not discoverable pre-bid visual site inspection, and the condition requires compliance with the ordinances, rules or regulations referred to under this regulation, the contractor shall immediately notify SUB of the condition. FEDERAL AGENCIES Department of Agriculture Forest Service Soil Conservation Service Department of the Army Corps of Engineers Coast Guard Department of Health and Human Services Department of the Interior Bureau of Indian Affairs Bureau of Land Management Bureau of Outdoor Recreation Department of Commerce STATE AGENCIES Department of Agriculture Department of Energy Department of Environmental Quality Fish and Wildlife Services Office of Surface Mining Reclamation and Enforcement Bureau of Reclamation Department of Labor Occupational Safety and Health Administration Mine Safety and Health Administration Department of Transportation Federal Highway Administration Environmental Protection Agency Department of Human Services Land Conservation and Development Commission Division of State Lands Type 3 Independent Contractor Agreement for Personal Services Page 10 of 13 Attachment 1, Page 10 of 28 JAN 2019 Department of Fish and Wildlife Department of Forestry Department of Geology and Minerals LOCAL AGENCIES Common Council, City of Springfield Environmental Services, City of Springfield Board of Commissioners, Lane County Lane Regional Air Protection Agency Willamalane Park & Recreation District Rainbow Water District State Soil and Water Conservation Commission Water Resources Department Oregon Department of Transportation Planning Commission, City of Springfield Development Services Department, City of Springfield Planning Commission, Lane County Springfield Utility Board Springfield Downtown & Glenwood Urban Renewal Districts 21) Promptly, as due, make payment to any person, copartnership, association or corporation furnishing medical, surgical and hospital care services or other needed care and attention, incident to sickness or injury, to the employees of the contractor, of all sums that the contractor agrees to pay for the services and all moneys and sums that the contractor collected or deducted from the wages of employees under any law, contract or agreement for the purpose of providing or paying for the services. All employers shall comply with ORS 656.017. ORS 279C.530. 22) A contract for public works shall contain a provision stating the existing state prevailing rate and wage and, if applicable, the federal prevailing rate of wage required. Every contract and subcontract shall contain a provision that workers shall be paid not less than the specified minimum hourly rate of wage in accordance with ORS 279C.838. ORS 279C.830(1). If this agreement is for demolition, the contract shall also contain the following conditions: 23) Contractor must salvage or recycle construction and demolition debris, if feasible and cost-effective. ORS 279C.510(1) Type 3 Independent Contractor Agreement for Personal Services Page 11 of 13 Attachment 1, Page 11 of 28 JAN 2019 EXHIBIT "C" OREGON TAX LAWS COMPLIANCE AND CERTIFICATION A. Contractor's Compliance with Tax Laws. 1. Contractor must, throughout the duration of this Contract and any extensions, comply with all tax laws of this state and all applicable tax laws of any political subdivision of this state. For the purposes of this Section, 'tax laws" includes all the provisions described in Subsection B. 1. (i) through (iv) of this Contract. 2. Any violation of Subsection 1 of this Section A shall constitute a material breach of this Contract. Further, any violation of Contractor's warranty, in Subsection B.1. of this Contract, that Contractor has complied with the tax laws of this state and the applicable tax laws of any political subdivision of this state also shall constitute a material breach of this Contract. Any violation shall entitle City to terminate this Contract, to pursue and recover any and all damages that arise from the breach and the termination of this Contract, and to pursue any or all of the remedies available under this Contract, at law, or in equity, including but not limited to: a. Termination of this Contract, in whole or in part; b. Exercise of the right of setoff, and withholding of amounts otherwise due and owing to Contractor, in an amount equal to State's setoff right, without penalty; and C. Initiation of an action or proceeding for damages, specific performance, declaratory or injunctive relief. City shall be entitled to recover any and all damages suffered as the result of Contractor's breach of this Contract. These remedies are cumulative to the extent the remedies are not inconsistent, and City may pursue any remedy or remedies singly, collectively, successively, or in any order whatsoever. B. Contractor's Representations and Warranties. Contractor represents and warrants to City that: 1. Contractor (to the best of Contractor's knowledge, after due inquiry), for a period of no fewer than six calendar years preceding the [date of Closing of {bids/proposals}for/effective date of] this Contract, faithfully has complied with: (i) All tax laws of this state, including but not limited to ORS 305.620 and ORS chapters 316, 317, and 318; (ii) Any tax provisions imposed by a political subdivision of this state that applied to Contractor, to Contractor's property, operations, receipts, or income, or to Contractor's performance of or compensation for any work performed by Contractor; (iii) Any tax provisions imposed by a political subdivision of this state that applied to Contractor, or to goods, services, or property, whether tangible or intangible, provided by Contractor; and (iv) Any rules, regulations, charter provisions, or ordinances that implemented or enforced any of the foregoing tax laws or provisions. Any [Goods/Items/Equipment/Components/Hardware/Software/Intellectual Property Rights, etc.] [delivered to/granted to] City under this Contract, and Contractor's Services rendered in the performance of Contractor's obligations under this Contract, shall be provided to City free and clear of any and all restrictions on or conditions of use, transfer, modification, or assignment, and shall be free and clear of any and all liens, claims, mortgages, security interests, liabilities, charges, and encumbrances of any kind. Type 3 Independent Contractor Agreement for Personal Services JAN 2019 Page 12 of 13 Attachment 1, Page 12 of 28 EXHIBIT "D" Protected Information 1. "Protected Information" shall be defined as data or information that has been designated as private or confidential by law or by the City. Protected Information includes, but is not limited to, employment records, medical records, personal financial records (or other personally identifiable information), trade secrets, and classified government information. To the extent there is any uncertainty as to whether any data constitutes Protected Information, the data in question shall be treated as Protected Information until a determination is made by the City or proper legal authority. 2. Data Confidentiality. Independent Contractor shall implement appropriate measures designed to ensure the confidentiality and security of Protected Information, protect against any anticipated hazards or threats to the integrity or security of such information, protect against unauthorized access or disclosure of information, and prevent any other action of unauthorized disclosure that could result in substantial harm to the City or an individual identified with the data or information in Independent Contractor's custody or access. To the extent that Independent Contractor may have access to City protected health information (as the same is defined in the privacy regulations promulgated pursuant to the Health Insurance Portability and Accountability Act of 1996 (HIPAA), as amended, and the implementing regulations known and referred to as Privacy Rule, Security Rule, Enforcement Rule and Breach Notification Rule, referred to herein collectively as "HIPAA"), Independent Contractor agrees to protect such information in compliance with HIPAA and represents that it has the processes, systems and training to assure compliance with the same. 3. Data and Network Security. Independent Contractor agrees at all times to maintain commercially reasonable network security that, at a minimum, includes: network firewall provisioning, intrusion detection/prevention and periodic third party penetration testing. Likewise Independent Contractor agrees to maintain network security that at a minimum conforms to current standards set forth and maintained by the National Institute of Standards and Technology, including those at: http://checklists.nist.jzov/repository. Independent Contractor agrees to protect and maintain the security of data with protection security measures that include maintaining secure environments that are patched and up to date with all appropriate security updates as designated by a relevant authority. 4. Security Breach. In the event of a security breach of data owned or developed by the City, Independent Contractor will notify the City IT Director without unreasonable delay and in no case later than 30 days after discovery of the breach or incident. Independent Contractor will be responsible for all remedial action necessary to correct the breach; provided however, that Independent Contractor will not undertake ligation on behalf of the City without prior written consent. Data Storage and Backup. Independent Contractor agrees that any and all City data will be stored, processed, and maintained solely on designated servers and that no City data at any time will be processed on or transferred to any portable or laptop computing device or any portable storage medium, unless that storage medium is in use as part of the Independent Contractor's designated backup and recovery processes. All servers, storage, backups, and network paths utilized in the delivery of the service shall be contained within the states, districts, and territories of the United States unless specifically agreed to in writing by an City officer with designated data, security, or signature authority. An appropriate officer with the necessary authority can be identified by the City Information Security Officer for any general or specific case. Independent Contractor agrees to store all City backup data stored as part of its backup and recovery processes in encrypted form, using no less than AES 256. 6. Data Re -Use. Independent Contractor agrees that any and all Customer data exchanged shall be used expressly and solely for the purposes enumerated in the Agreement. Customer data shall not be distributed, Type 3 Independent Contractor Agreement for Personal Services JAN 2019 Page 13 of 13 Attachment 1, Page 13 of 28 repurposed or shared across other applications, environments, or business units of Independent Contractor. Independent Contractor further agrees that no Customer data of any kind shall be revealed, transmitted, exchanged or otherwise passed to other Independent Contractor or interested parties except on a case-by-case basis as specifically agreed to in writing by a City officer with designated data, security, or signature authority. 7. PCI Compliance. Independent Contractor agrees to comply with PCI DSS (Payment Card Industry Data Security Standard). As evidence of compliance, Independent Contractor shall provide upon request a current attestation of compliance signed by a PCI QSA (Qualified Security Assessor). 8. End of Agreement Data Handling. Independent Contractor agrees that upon termination of this Agreement it shall erase, destroy, and render unreadable all City data in its entirety in a manner that prevents its physical reconstruction through the use of commonly available file restoration utilities, and certify in writing that these actions have been completed within 30 days of the termination of this Agreement or within 7 days of the request of an agent of City whichever shall come first. 9. Mandatory Disclosure of Protected Information. If Independent Contractor becomes compelled by law or regulation (including securities' laws) to disclose any Protected Information, Independent Contractor will provide City with prompt written notice so that City may seek an appropriate protective order or other remedy. If a remedy acceptable to City is not obtained by the date that Independent Contractor must comply with the request, Independent Contractor will furnish only that portion of the Protected Information that it is legally required to furnish, and the Independent Contractor shall require any recipient of the Protected Information to exercise commercially reasonable efforts to keep the Protected Information confidential. 10. Remedies for Disclosure of Confidential Information. Independent Contractor and City acknowledge that unauthorized disclosure or use of the Protected Information may irreparably damage City in such a way that adequate compensation could not be obtained from damages in an action at law. Accordingly, the actual or threatened unauthorized disclosure or use of any Protected Information shall give City the right to seek injunctive relief restraining such unauthorized disclosure or use, in addition to any other remedy otherwise available (including reasonable attorneys' fees). Independent Contractor hereby waives the posting of a bond with respect to any action for injunctive relief. Independent Contractor further grants City the right, but not the obligation, to enforce these provisions in Independent Contractor's name against any of Independent Contractor's employees, officers, board members, owners, representatives, agents, contractors, and subcontractors violating the above provisions. 11. Non -Disclosure. Independent Contractor is permitted to disclose Confidential Information to its employees, authorized subcontractors, agents, consultants and auditors on a need to know basis only, provided that all such subcontractors, agents, consultants and auditors have written confidentiality obligations to both Independent Contractor and City. 12. Criminal Background Check. City shall perform criminal background checks on all talent assigned to this project before a person is allowed to work on any of the City's Criminal Justice Information System (CJIS) protected data, software systems or facilities. For access to any area where CJI information is stored or transmitted Independent Contractor's employees shall possess Level 4 certification. 13. Survival. The confidentiality obligations shall survive termination of any agreement with Independent Contractor for a period of ten (10) years or for so long as the information remains confidential, whichever is longer and will inure to the benefit of City. Type 3 Independent Contractor Agreement for Personal Services JAN 2019 Page 14 of 13 Attachment 1, Page 14 of 28 EXHIBIT "E" City of Springfield Business Associate Agreement Between - City of Springfield and INDEPENDENT CONTRACTOR This Business Associate Agreement ("Agreement") between City of Springfield (Springfield) and INDEPENDENT CONTRACTOR is executed to ensure that INDEPENDENT CONTRACTOR will appropriately safeguard protected health information ("PHI") that is created, received, maintained, or transmitted on behalf of Springfield in compliance with the applicable provisions of Public Law 104-191 of August 21, 1996, known as the Health Insurance Portability and Accountability Act of 1996, Subtitle F — Administrative Simplification, Sections 261, et seq., as amended ("HIPAA"), and with Public Law 111-5 of February 17, 2009, known as the American Recovery and Reinvestment Act of 2009, Title XII, Subtitle D — Privacy, Sections 13400, et seq., the Health Information Technology and Clinical Health Act, as amended (the "HITECH Act"). A. General Provisions 1. Meaning of Terms. The terms used in this Agreement shall have the same meaning as those terms defined in HIPAA. 2. Regulatory References. Any reference in this Agreement to a regulatory section means the section currently in effect or as amended. 3. Interpretation. Any ambiguity in this Agreement shall be interpreted to permit compliance with HIPAA. B. Obligations of Business Associate INDEPENDENT CONTRACTOR agrees that it will: 1. Not use or further disclose PHI other than as permitted or required by this Agreement or as required by law; 2. Use appropriate safeguards and comply, where applicable, with Subpart C of 45 CFR Part 164 to prevent use or disclosure of PHI other than as provided for by this Agreement; 3. Report to Springfield any use or disclosure of PHI not provided for by this Agreement of which it becomes aware, including any security incident (as defined in 45 CFR 164.304) and any breaches of unsecured PHI as required by 45 CFR §164.410. Breaches of unsecured PHI shall be reported to Springfield without unreasonable delay but in no case later than 60 days after discovery of the breach; 4. In accordance with 45 CFR 164.502(e)(1)(ii) and 164.308(b)(2), ensure that any subcontractors that create, receive, maintain, or transmit PHI on behalf of INDEPENDENT CONTRACTOR agree to the same restrictions, conditions, and Attachment 1, Page 15 of 28 requirements that apply to INDEPENDENT CONTRACTOR with respect to such information; 5. Make available PHI in a designated record set to Springfield as necessary to satisfy Springfield's obligation under 45 CFR 164.524 in no more than 30 days of a request; 6. Make any amendment(s) to PHI in a designated record set as directed by Springfield, or take other measures necessary to satisfy Springfield's obligations under 45 CFR §164.526 in no more than 30 days of a request; 7. Maintain and make available information required to provide an accounting of disclosures to Springfield or an individual who has a right to an accounting within 60 days and as necessary to satisfy Springfield's obligations under 45 CFR §164.528; 8. To the extent that INDEPENDENT CONTRACTOR is to carry out any of Springfield's obligations under Subpart E of 45 CFR Part 164, INDEPENDENT CONTRACTOR shall comply with the requirements of Subpart E of 45 CFR Part 164 that apply to Springfield when it carries out that obligation; 9. Make its internal practices, books, and records available to the Secretary of the Department of Health and Human Services for purposes of determining compliance with the HIPAA rules; 10. Springfield shall notify INDEPENDENT CONTRACTOR of any restriction on the use or disclosure of PHI that Springfield has agreed to or is required to abide by under 45 CFR 164.522, to the extent that such restriction may affect INDEPENDENT CONTRACTOR's use or disclosure of PHI; and 11. If Springfield is subject to the Red Flags Rule (found at 16 CFR §681.1 et seq.), INDEPENDENT CONTRACTOR agrees to assist Springfield in complying with its Red Flags Rule obligations by: (a) implementing policies and procedures to detect relevant Red Flags (as defined under 16 C.F.R. §681.2); (b) taking all steps necessary to comply with the policies and procedures of Springfield's Identity Theft Prevention Program; (c) ensuring that any agent or third party who performs services on its behalf in connection with covered accounts of Springfield agrees to implement reasonable policies and procedures designed to detect, prevent, and mitigate the risk of identity theft; and (d) alerting Springfield of any red flag incident (as defined by the Red Flag Rules) of which it becomes aware, the steps it has taken to mitigate any potential harm that may have occurred, and provide a report to Springfield of any threat of identity theft as a result of the incident. 12. If INDEPENDENT CONTRACTOR is part of a larger organization, INDEPENDENT CONTRACTOR will implement policies and procedures to protect PHI from unauthorized access by the larger organization. C. Permitted Uses and Disclosures by Business Associate The specific uses and disclosures of PHI that may be made by INDEPENDENTCONTRACTOR on behalf of Springfield are limited to: 1. The review of patients@l1fff000h1,tf309fl fIPWcZQse of INDEPENDENT CONTRACTORconducting risk and compliance assessment activities, or providing Springfield with aControl Activity Gap Analysis, or the review of PHI and other information necessary to assist Springfield in developing its HIPAA compliance program; and 2. Other uses or disclosures of PHI as permitted by the HIPAA rules as necessary toperform the services set forth in the Service Agreement. 3. Uses or disclosers of protected health information as required by law D. Termination Springfield may terminate this Agreement if Springfield determines that INDEPENDENT CONTRACTOR has violated a material term of the Agreement. If either party knows of a pattern of activity or practice of the other party that constitutes a material breach or violation of the other party's obligations under thisAgreement, that party shall take reasonable steps to cure the breach or end the violation, as applicable, and, if such steps are unsuccessful, terminate the Agreement, if feasible. 3. Upon termination of this Agreement for any reason, INDEPENDENT CONTRACTOR shall return to Springfield or destroy all PHI received from Springfield, or created, maintained, or received by INDEPENDENT CONTRACTOR on behalf of Springfield thatINDEPENDENT CONTRACTOR still maintains in any form. INDEPENDENT CONTRACTOR shall retain no copies of the PHI. If return or destruction is infeasible, the protections of this Agreement will extend to such PHI. 4. The obligations under Section D are perpetual and shall survive termination of thisagreement. Attachment 1, Page 17 of 28 ATTACHMENT 1 SERVICES LEVEL AGREEMENT & STATEMENT OF WORK City of Springfield PeopleSoft Managed Services 01 Statement of Work E PA www,ERPA.com October 06, 2021 I Submitted by: ERP Analysts, Inc. 425 Metro Place North, Suite 510 Dublin, OH 43017 Proposal Point of Contact: Eric Novak Vice President of Sales, Mountain West Office: (614) 932-2093 Mobile: (813) 431-6915 eric.novak@err)a.com Attachment 1, Page 18 of 28 TABLE OF CONTENTS 1. Statement of Work................................................................................................................................1 1.1 General Scope...............................................................................................................................1 1.2 In -Scope Activities.........................................................................................................................1 1.3 Out -of -Scope Activities................................................................................................................. 2 1.4 Assumptions..................................................................................................................................2 1.5 ERPA Personnel.............................................................................................................................3 1.6 Hours of Operation....................................................................................................................... 3 1.7 ERPA Managed Services Governance Plan...................................................................................3 1.8 Service Level Agreement...............................................................................................................4 1.8.1 Priority Definitions................................................................................................................4 1.8.2 SLA Metrics Definition...........................................................................................................5 1.8.3 Response Time Service Levels for Prroduction..................................................................... 5 1.8.4 Resolution Time Service Levels for Production..................................................................... 5 2. Pricing....................................................................................................................................................8 3. Acceptance & Agreement...................................................................... Error! Bookmark not defined. Appendix A: Change Request Process...........................................................................................................9 Attachment 1, Page 19 of 28 ATTACHMENT 1 SERVICES LEVEL AGREEMENT & STATEMENT OF WORK STATEMENT OF WORK This Statement of Work ("SOW"), effective on 11/19/21 is incorporated into and is subject to the terms and conditions of the Independent Contractor Agreement (the "Contract") between ERP Analysts, Inc. ("ERPA" or "Vendor") and City of Springfield ("City' or "Client") dated 11/19/21 With regard to interpretation of this SOW, any inconsistency between this SOW, implementing documents incorporated into this SOW, the Contract, or any purchase orders or supplemental agreements, shall be decided in this order of precedence: a. any approved Change Orders and implementing documents to the SOW in order from the most recent to the earliest date. b. the SOW. c. the Contract. d. purchase orders and supplemental agreements. GENERAL SCOPE The scope of this engagement is to provide managed services for Client's PeopleSoft FSCM and HCM applications. Application Details: PeopleSoft FSCM Ver 9.1'PeopleTools Ver 8.58.06 PeopleSoft HCM Ver 9.2, PeopleTools Ver 8.58.06 Database / OS Details: Database: SQL Server 2016 OS: Windows 2012 SP2 Module Details: PeopleSoft HCM: Human Resources, Benefits, Payroll, eBenefits, eProfile, ePay. PeopleSoft FSCM: General Ledger, Accounts Payable, Commitment Control, Cash Management, Asset Management, Project Costing and Purchasing. IN -SCOPE ACTIVITIES The following activities are in scope for this engagement: Mandatory Activities: Application Maintenance • Perform PeopleTools Upgrade — Once a year per pillar • Analyze and apply applicable CPU — Four (4) times a year per pillar • Apply HCM Tax updates — Four (4) times a year for HCM pillar ERPA will provide a bucket of 230 hours per year and the Client can utilize these hours towards any of the below activities. Client can request more hours on a T&M basis through a Request for Change (RFC) Optional Activities: Incident and Problem Management • Analyze and resolve incidents and production issues • Analyze and perform tasks assigned • Perform root cause analysis (RCA) of priority 1 issues Page ERP Analysts, Inc. Attachment 1, Page 20 of 28 Pa e 1 Application Maintenance • Perform PUM Updates • Apply PeopleTools patches • Apply Out of Band/emergency patches • Apply local or Out of Band updates • Apply 1099 updates Application Support • Provide break -fix support • Resolve data issues and applying data fixes • Troubleshooting and resolving application and process performance issues • Work with Oracle Support to log and resolve software issues Application Administration • Create additional environments (temporary) as needed and requested by Client • Perform periodic and adhoc environment refreshes as required by Client • Perform system code/objects migration across environments • Participate in capacity planning exercises with Client • Monitor performance, availability and stability of applications and resolve any performance bottlenecks for the applications working in conjunction with the Database Administration team • Support Client's business continuity and disaster recovery exercises as required Application Development • Design, develop and unit test (enhancements, interfaces, workflows, reports, queries) • Retrofit customizations for PUM Updates and PeopleTools upgrade utilizing Oracle's framework and best practices OUT -OF -SCOPE ACTIVITIES The following activities are out of scope for this engagement and ERPA assumes these will be performed by the Client team: • Hardware, infrastructure and network management and maintenance • OS administration and patching • Database administration, maintenance, and patching • Configuration of new modules (to be executed under separate SOW) ASSUMPTIONS • Client will provide necessary documentation (i.e., application details, network topology or related diagrams, policies and procedures including test plans, etc.) to facilitate knowledge transfer • Client will respond to ERPA requests, including user acceptance testing, in a timely manner to ensure services occur within the agreed upon timeline • Client will provide ERPA with key knowledge transfer documentation for Managed Services (i.e., existing ticket details, customization documentation, unit test plans, etc.) • ERPA will access Client systems through VPN • Client will utilize ERPA's ServiceNow system to enter and track requests. • Client will make designated Client staff available to assist ERPA and provide necessary access where required. ERPA anticipates assistance from the following Client roles: Project Manager/Coordinator — facilitate the coordination between all vendors and Client stakeholders to establish timelines, project plans and serve as primary point of contact Attachment 1, Page 21 of 28 ERPA PERSONNEL ERPA is proposing a Global delivery model for the services specified in this SOW utilizing its Centers of Excellence in US and India. HOURS OF OPERATION ERPA will provide support during the business hours being 8 am to 5 pm PST (Monday through Friday). ERPA will be available on call support for non -business hours and weekend for P1 tickets and scheduled maintenance such as application of patches and updates. ERPA MANAGED SERVICES GOVERNANCE PLAN Our Managed Services Governance Plan is our approach to overseeing Managed Services engagements. This plan details the responsibilities and activities that span the entire lifecycle of the engagement, from transition to support, and focuses on: • A Client engagement model that centers on communication, transparency, and shared accountability • Establishing effective ways of working with the Client and ERPA teams • Establishing the work plan and team structure, including the ongoing direction, monitoring, and controlling of the engagement Our Client Engagement Model (Figure ) focuses on seven (7) key areas, which are outlined below, and are supported by a dedicated account team. CUSTOMER ENGAGEMENT MODEL ---------------------------------------------------------------------------------------------------------------- u u u Engagement Manager Customer Success SVP of Delivery SVP of Sales Director & Solutions Figure 1 ERPA Client Engagement Model Our approach to project governance is focused on engagement management and is comprised of responsibilities and activities that cross the entire life cycle of transition and support, from establishing effective ways of working with Client stakeholders, establishing the work plan and team structure, to the ongoing direction, monitoring and controlling of the project. To ensure transparency, communication, best value, and service delivery, ERPA conducts several touch points with Client to discuss all areas of the engagement including, but not limited to, performance/metrics, ticket priorities, status of deliverables, risks/risk mitigation, issue resolution, Attachment 1, Page 22 of 28 upcoming work, and recommendation. Members of the account management team will be key in communication and the overall partnership between Client and ERPA SERVICE LEVEL AGREEMENT ERPA will offer the following service level agreement for incident management only. SLA's will not apply towards maintenance activities such as applying patches/tax updates, applying PUM updates or other such activity. PRIORITY DEFINITIONS Priority Levels are categorizations of incidents on the impact an incident has on the business operations and are defined in the following table: Table: Priority Definition Attachment 1, Page 23 of 28 ImpactPriority ir Business P1 An incident affecting a business -critical service or function that affects a high number of Critical Users and for which a delay in restoration of service is not acceptable. Needs to be resolved as soon as possible. Production outage/unable to function, work stoppage with no work around, application unavailable. • Total loss of functionality • Multiple applications and/or business units • Impact to business functions impacting large Workgroups and/or multiple sites and/or critical users P2 An incident affecting a business -important service or function is significantly degraded High wherein a high number of Users cannot carry out normal work function, no alternative or work around is available, and for which a delay in restoration of service is not acceptable. • Major loss of functionality affecting for which preventive action must be taken immediately. • A major loss of functionality affecting a single business unit, or multiple small Workgroups P3 An incident affecting business -normal service or function. System or component is down Moderate or degraded, but users can carry out normal work function and/or temporary alternative or workaround is available. • Minor application errors • An impact limited to a single user; Does not involve a critical or important application. • A condition that may signal the need for preventative maintenance P4 An incident not affecting business -normal service or function. System is up and running, Low and users can carry out normal work. • Task or Service request Attachment 1, Page 23 of 28 • Request for information SLA METRICS DEFINITION The following table specifies the SLA metrics definition. Table 10: SLA Metrics Definition Response I Response time metric is the time between the Response Time = Time when ERPA Time reporting of a production incident to ERPA and the acknowledges the ticket — Time acknowledgment by ERPA that the notification has when City reports on incident to been received and is being worked on. ERPA Resolution Resolution time is defined as the length of time Resolution Time = Time when ERPA Time within which ERPA resolves the production incident resolves the ticket — Time when or restores affected production services. All times City reports on incident to ERPA are measured from the receipt of the Service Request or report that an incident has occurred. RESPONSE TIME SERVICE LEVELS FOR PRRODUCTION Table: Response Time RESOLUTION TIME SERVICE LEVELS FOR PRODUCTION Table: Resolution Time Attachment 1, Page 24 of 28 ACI MATRIX` ERPA has provided a RACI matrix below. Any changes required after the SOW is executed will be addressed through the Scope Change Process. R = Responsible A = Approver I = Informed C = Consulted Table 2 RACI Matrix 1 Receive support requests and report cases/incidents in ERPA's ticketing I system 2 Monitor the ticketing queue in the ticketing system R R 1 3 Apply CPU updates in accordance with the release schedule (PeopleSoft application servers excludes database server) R A, 4 Apply HCM Tax/regulatory updates in accordance with the release schedule R A, I 5 Perform PeopleTools Upgrade Perform database administration activities required by any of the above activities. R A, 1 6 I R 7 Apply CPU updates in accordance with the release schedule (database servers and other non -PeopleSoft servers) C, I R 8 Request scope changes to this agreement I R 9 Provide estimates and create change requests to this agreement R A, I 10 Conduct status review, quarterly business reviews, and annual executive meetings Optional Activities R I 11 Analyze and resolve the cases/incidents and issues R 1 12 Provide updates on the progress of the resolution on cases R 1 13 Perform testing and validate the resolution of the case I R, A 14 Perform root cause analysis for P1 cases R 1 15 Request additional environments as required I R 16 Create additional PeopleSoft environments as requested R A, 1 17 Request environment refreshes as needed I R 18 Apply PeopleTools patches in accordance with the planned schedule R A, I 19 Perform PUM updates as defined in accordance with the planned schedule R A, I 20 Apply emergency and adhoc patches and fixes for P1 issues/security issues (application related) R A, 1 21 Apply FSCM 1099/regulatory updates in accordance with the release schedule Perform database upgrade as needed Apply database patches, fixes and updates as needed R A, 1 22 C, I R 23 C, I R 24 Perform OS system management and administration C, I R 25 Apply OS patches, fixes and updates as needed C, I R 26 Apply emergency and adhoc patches and fixes for P1 issues/security issues (database and OS related) C, I R 27 Perform application development for break -fix R A, I, R Attachment 1, Page 25 of 28 28 Perform application development for creating new enhancements, interfaces, integrations, reports, and workflows R A, I, R 29 Perform code retrofits for PUM updates and PeopleTools upgrades R A, I, R 30 Perform application change control and application projects migration R A, 1 31 Perform functional configuration of new functionality and features I R 32 Perform functional, integration and user acceptance testing I R 33 Provide all available documentation and resources that may be required I to support the applications Provide licenses for PeopleSoft, database, and other components in use R 34 R Attachment 1, Page 26 of 28 PRICING Please find ERPA's Managed Services pricing in Table 1. Table 1 ERPA Managed Services Pricing $ 6,667 For work outside the scope of this SOW, please find below the standard rate card in Table 2 . Table 2 ERPA Rate Card Application Developer (Onshore) PeopleSoft Administrator (Onshore) Functional Consultant (Onshore) Project Manager (Onshore) Cloud Infrastructure Consultant (Onshore) DBA (Onshore) PTF Developer Application Developer (Offshore) PeopleSoft Administrator (Offshore) DBA (Offshore) PTF Developer (Offshore) $125 $125 $155 $160 $150 $125 $125 $50 $50 $50 $50 ERPA will execute this engagement on a fixed cost basis for the defined scope. ERPA will invoice Client, the fixed monthly fee at the beginning of each month. Payment Terms are Net 30. Any required and approved travel to Client's onsite location will be billed at actuals and in accordance with Client's travel and expense policy. Client can engage in a change request process for work outside of the scope of this SoW. Except as otherwise stated in this SOW, invoice and payment terms for this project are subject to the terms and conditions of the Contract. ERPA may suspend work on this SOW without penalty if Client fails to pay undisputed overdue amounts to ERPA within 15 days of ERPA's written notice specifying the undisputed amounts. Attachment 1, Page 27 of 28 APPENDIX A: CHANGE REQUEST PROCESS 1. Notification of intended changes will be communicated in writing via a Request for Change (RFC) form and provide justification for the change and the impact to the project's scope, schedule, and cost. 2. The Client approver will approve or reject the change request within five (5) business days from the receipt of the RFC form. 3. If the Client approver does not approve or reject the change request within five (5) business days from the receipt of the RFC form and does not communicate a timeframe in which a decision will be made, the requested change will be considered deferred: The RFC status will be logged, tracked, and managed as a 'deferred' request. b. Work will progress without incorporating the requested change into the work plan. c. Where an approval or rejection decision is necessary for the managed services engagement to progress, the change request decision will be escalated as a project issue. 4. For RFCs outside the stated project scope, the Client approver will authorize budget allowance, on a time and materials basis, for ERPA to perform the initial analysis of a change request. 5. ERPA shall coordinate any changes in hardware, network, software, configuration, or services with Client. Client may defer the change based on impact to business operations. Attachment 1, Page 28 of 28 IMPORTANT NOTICE!! If you download these materials and wish to be added to the proposer contact list send an email to: Thomas Tracy purchasing@springfield-or.gov Information to be provided: ➢ "RFP# S2866 PeopleSoft Managed Services" in the subject line ➢ Company name ➢ Primary contact name ➢ Primary contact title ➢ Primary contact direct phone # ➢ Primary contact email It will be the responsibility of each participating supplier to refer daily to the City of Springfield — Purchasing/Contracts website http://www.sprmgfield- or.gov/city/fmance/itbrfp to check for any available addendum to current opportunities, cancellations or intents to award posted. Attachment 2, Page 1 of 14 OREGON Request for Proposal #S2866 PeopleSoft Managed Services City of Springfield Information Technology Department Springfield, Oregon 97477 September 10, 2021 Attachment 2, Page 2 of 14 CITY OF SPRINGFIELD OREGON Request for Proposals #2866 IT — PeopleSoft Managed Services Sealed proposals will be received by the Finance Department, City of Springfield, 225 5th St., Springfield OR, 97477, Attn: Thomas Tracy until 2:00pm local time, the IOth of September, 2021 and opened at 3:00pm the same day. Sealed proposals must be marked "RFP #2866 IT — PeopleSoft Managed Services" along with the name and phone number of the proposing entity. The City of Springfield seeks qualified contractors to provide managed services for PeopleSoft Human Capital Resource (HCM) and Financial Supply Chain Management (FSCM) products hosted by the City. Proposal packets are available on the City's website at https:Hspringfield-or.gov/city/finance/itbrfp/, or by appointment at the Springfield City Hall by contacting Thomas Tracy (Finance Analyst) at 541-726-3709, or by email at ttracy(a-),springfield-ongov. The City of Springfield reserves the right to accept or reject any or all proposals or to waive any specifications or requirements, or to negotiate with any vendor submitting a proposal regarding any aspect of this Request for Proposals when doing so is deemed to be in the best interest of the City. The City of Springfield encourages proposers who are minority, woman -owned or emerging small businesses to participate in City projects. If any respondent requires special assistance or auxiliary aids during the proposal, evaluation, or award process, please contact Thomas Tracy at 541-726-3709 at least three (3) business days prior to the required assistance, TTY users dial Oregon Relay Services 711. Attachment 2, Page 3 of 14 1. Project Overview The City of Springfield seeks qualified contractors to provide managed services for PeopleSoft Human Capital Resource (HCM) and Financial Supply Chain Management (FSCM) products hosted by the City. Required scope includes applying tax updates and security patches according to Oracle PS best practice to development, test and then production environments; includes evaluating security patch releases, informing the City of risk and following City direction to deploy patches as the city deems necessary; and includes servicing break -fix associated with updating and patching. Optional scope includes major upgrades to PS applications and PS PeopleTools (PT). At the City's option, the contract may be extended for up to two additional one-year fiscal year term's. The combined total value of work under the initial On Call Contracts should be within $125,000 per year. The application of each update, each security patch and each break -fix resolution will be at the City's sole discretion. The City will also determine whether a project shall be awarded to a single firm or if portions of a project shall be awarded to multiple firms. li. Overall Project Description and Scope of Work The City of Springfield's purpose for issuing this RFP is to establish a contract with IT software support services contractor for the PeopleSoft Managed Services. The scope of Managed Services is described in Attachment 1 - Scope of Work. Service out of scope include: • Server hosting and maintenance (VMware environment management) • Database Management • Adding new PeopleSoft modules Although these items are currently out of scope, the City is interested in potential future adoption. III. Proposal Submission Requirements Your response to the Request for Proposal must contain all of the information requested in the Request for Proposal along with acknowledgement of all addenda. A completeness check will be conducted for each submission. Incomplete submissions will not be accepted. Submissions must include the items organized and numbered to correspond to each requirement below: Content requirements 1. General — Proposals will be clear and concise. The City encourages green options and discourages the use of materials that cannot be recycled such as PVC and spiral binders, plastic or glossy covers and dividers. Further, the City encourages Proposers to print on both sides of a sheet of paper whenever possible. 2. Cover Letter — All Proposals must be accompanied by a cover letter signed by an individual who is legally authorized to enter into a contract on behalf of the proposing individuaFfmn Attachment 2, Page 4 of 14 a. The letter must introduce the Proposal, provide an overview of your representation according to the Attachment 1 Scope of Work. b. Affirm that the Proposer accepts all tennis and conditions of the Request for Proposals, including the Attachment 3 Sample Contract terms and conditions. c. The letter must designate the Proposer's contact person during the Proposal review process. d. Identify whether you qualify as resident bidder as described in ORS279A.120 (1) (b) and if you are licensed to do business in the State of Oregon. e. Include a statement of the firm's ability to begin work October 1, 2021, and a statement that the submission is a firm offer for a 90 -day period. f. Pending Litigation: Identify any past, pending or threatened litigation or administrative or state ethics board or similar body proceedings to which you or any of your partners are a party and which would either materially impair your ability to perform the services enumerated herein, or, if decided in an adverse manner, materially advers ely affect the financial condition of your firm Any firm selected pursuant to this RFP will be required to advise the city of any developments during the term of this appointment with respect to existing and/or any new civil or criminal legal investigations, pertinent litigation and/or regulatory action involving the firm or its employees which could impact the firm's role or ability to perform the consulting services. 3. Qualifications- Include a detailed statement of the qualifications of the firm. This should include organizational history, clients presently served, and extent of PeopleSoft application support work. a. An understanding ofPeopleSoft modules, applications and functionality with experience resolving issues that arise during implementation, particularly with regard to system integration. b. Demonstrated comprehensive experience with implementation of the Oracle PeopleSoft HCM and FSCM c. Knowledge and experience in the creation and/or execution of data conversion/validation methodologies and scripts to assure accurate data from exis ting systems to new systems. d. Proven ability to partner in implementing and upgrading Oracle/PeopleSoft products in a timely, efficient, and effective manner. e. Experience in carrying out PeopleSoft version upgrades in a public sector environment that demonstrates a full understanding of system lifecycle and integration issues. f. Ability to identify quickly and solve the technical issues that arise in a complex environment and provide adequate guidance to minimize implementation and operational risks. g. Demonstrated expertise in principles of change management to ensure high levels of communication and stakeholder participation. h. Willingness to fully adopt the City's PeopleSoft standards and procedures and to develop a supportive relationship with the City's project team to create a positive and productive team environment. i. Ability to provide on short notice consistent technicaland functional resources that are fully qualified in the area of need for on-call services 4. Resumes- Include a resume for the PeopleSoft application support staff(PMs, Software Engineers, System administrators, etc.) assigned to this engagement. 5. Approach -The proposal should set forth a work plan, including an explanation of the Managed Services methodology to be followed, to perform the services required in this request for proposal. Proposers will be required to provide the following information on their PeopleSoft application support staff approach: a. Qualifications, Experience, Certification, Cost per hour Attachment 1, Scope of Work Attachment 2, Page 5 of 14 b. Analysis, prioritization, notification and application of security patches, in and out of band patches. c. Service Workflow (IT managers, IT programmer analysts, Department admins, Department specialists, Application Testers, etc.) d. Oracle PeopleSoft Best Practice for applying tax update, security patches, application development, application upgrades and PeopleTools upgrades. e. Customer support (escalation process, SLA details with fees at risk, root cause analysis, communication protocols, etc.) 6. Fee Proposal -The feeproposalmust list the total hours, personnel costs, and out-of-pocket expenses for each of the following: Attachment 2, Price List. In addition, proposers are to break those hours down by type of employee that will be assigned to this engagement. Additional Services - If it shouldbecome necessary for the City of Springfield to requestthe IT software Support Services Contractor to render any additional services to either supplement the services requested in this RFP or to perform additional work as a result of the specific recommendations included in any report issued on this engagement, then such additional work shall be performed only if set forth in an addendum to the contract between the City of Springfield and the firm. Any such additional work agreed to between the City of Springfield and the firm shall be performed at the same rates set forth in the Fee Proposal. 8. References - Provide a minimum of five (5) references for PeopleSoft Services for organizations for whom you have provided similar services. The references should include, at a minimum, the name of the organization, the address,the contact person, title, email address and a telephone number. References cannot include current City Staff. 9. Attachment #3 — Sample Contract — in your cover letter acceptance of terms and conditions. 10. Signed Attachment #4 — Authorization to Legally Bind Bidder 11. Signed Attachment #5— Minority Women Emerging Small Business Form (MWESB) IV. Evaluation and Selection Criteria A committee comprised of representatives from the City will review the Proposals for conformance with the requirements of the Request for Proposals. Conforming Proposals will be evaluated according to the criteria listed below. 1. Proposal Review a. The proposals will be examined to determine that the firm satisfies the mandatory elements as identified in section Qualifications (Section 3) and Approach (Section 5). Firms who do not meet the mandatory elements will be eliminated from further consideration. Next the committee will use the selection criteria as identified in section Attachment 1, Scope of Work to score each proposal. Based on the strength of the Proposals received, the committee may elect to identify finalists and schedule appointments for presentations and/or interviews. Following the presentations and/or interviews, if any, the committee will make a final selection based on the best overall interests of the City of Springfield. The committee will rely on information provided in the Proposals and during interviews, if any, as well as information provided by references. Attachment 2, Page 6 of 14 2. Evaluation Criteria Proposals will be evaluated using two sets of criteria. Finns meeting the mandatory criteria will havetheir proposals evaluated and scored. The following represent the criteria which will be considered during the evaluation process. a. Mandatory elements as listed in Attachment 1. b. Proposal Evaluation Criteria Criteria Possible Points Qualifications: Vendor's assessment ofvendor talent to be 20 assigned to the City. From Attachment 2 Price List, as well as Section III, Subsection 3 and 4 included in proposal. Experience: Years of experience of talent to be assigned to 20 the city. From Attachment 2 Price List as well as history of relevant company experience and Section III, Subsection 4 included in proposal. Certification: Certifications identified in Attachment 2 20 Price List and Section III, Subsection 4 included in proposal. Cost: Costs identified in Attachment 2 Price List as well as Section III, Subsection 6 Fee Proposal. 15 References: References from Section 8 References. 20 Completeness of RFP 5 Total 100 Oral Presentation for selected funis 20 Grand Total 120 c. Oral Presentations (if any) and Final Scoring i. After the technical proposals have been evaluated and finalist fines have been identified, those firms will be invited to make an oral presentation to the committee. ii. Presentations provide the funis an opportunity to answer any questions or provide clarifications to the corrm ittee; however, no changes are allowed to be made to the originally submitted cost. iii. The committee will score the firm's presentations in the context of the criteria listed in Section III, Subsection 3 (Qualifications) and 4 (Resumes) of this document and whether the presentation and responses enhance the scoring of the written proposals. Firms may receive up to an additional 20 points on the presentation. iv. Based upon the addition of the presentation scores to the written proposal scores, a final cumulative score for each finalist will be compiled, from which the selection of a firm will be made. d. Tie Breaker In the event of a tie during the evaluation process, the tie will be broken by taking the highest scoring proposerbased on Cost. If these scores are also tied, then by taking the highest scoring proposerbased on their Qualifications. Attachment 2, Page 7 of 14 V. Schedule for Selection Process RFP Package Available Pre -Proposal Conference (explain needs) Proposals Due by: Vendor Presentation (explain proposals) Intent to Award Notice (approximate) (ORS - Right to Protest — 7 days) Contract Award (approximate) August 11, 2021 August 20, 2021, 1:30-3:OOPM PST September 10, 2021, 2:OOPM PST September 14, 2021 September 17, 2021 September 28, 2021 Prospective Proposers may contact Thomas Tracy by email at purchasing_(d,springfield-or.gov for further information regarding this process or to request clarification. Contact with other City officials may be grounds for disqualification. Please note that the City of Springfield has implemented this policy to ensure fairness and transparency in the selection process. Upon receipt of an inquiry from a prospective proposer, the message is promptly relayed to the project's lead staff person, who then prepares a written reply. City staff in turn, posts the questions and responses in an Addendum. Follow-up questions and/or clarifications may continue to be submitted in this fashion until noon local time August 20, 2021. VI. Instructions to Proposers The Request for Proposals may be found on the City of Springfield website at www.springfield- or.gov (httpl/www.springfield-or.gov/city/finance/itbrfp select the document titled RFP# S2866 and PeopleSoft Managed Services). Each Proposal must include one (1) original signed submission, clearly marked "RFP# 52866 and PeopleSoft Managed Services" and (1) electronic copy (PDF format) on a CD or thumb drive. Each original Proposal and required copies must be contained in a sealed envelope or box and must be received no later than 2pm, local time, September 10, 2021, at the following address: City of Springfield Finance Department Attention: Thomas Tracy 225 Fifth Street, Springfield, Oregon 97477 VII. Late Proposals Not Considered Proposals must be received by the time specified at the address listed above. Any Proposal received after the deadline will not be considered. Faxed or emailed submissions will not be accepted. Attachment 2, Page 8 of 14 VIII. Addenda to RFP In the event that it is necessary to amend, revise, or supplement any part of the Request for Proposal, addenda will be posted on Springfield's website at www.springfield-or.gov (httpV/www.springfield-or.gov/city/finance/itbrfp select the document titled RFP# 52866 and PeopleSoft Managed Services). The City will make a reasonable effort to provide the addenda to all Proposers to whom the City provided the initial Proposal This includes the amendment of dates in the Schedule for Selection Process. Any addenda so issued are to be considered part of the specifications of the Proposal The City is not responsible for any explanation, clarification, interpretation or approval made or given in any manner except by written addenda issued by City. In case of any doubt or differences of opinion as to the services to be fiu7lished hereunder, or the interpretation of the provisions of the Proposal, the decision of the City shall be final and binding upon all parties. IX. Contract The successful Proposer will be expected to enter into a professional services contract with the City. The contract will specify the extent of services to be rendered, the means and methods of providing the services, and the amount of compensation. A sample contract is included as Attachment 2. X. Negotiation of Price Agreement Springfield reserves the right to negotiate a final contract which is in the best interest of the City considering cost effectiveness and quality central control Once a tentative selection has been made by the evaluation committee, City staff will attempt to negotiate a contract with the preferred Proposer. If the negotiations are not successful, City staff will negotiate with other qualified Proposers in the order of their respective qualifications until an agreement is reached or City staff decides to terminate the selection process. XI. City Selection Discretion Springfield reserves the right to reject any or all bids and to waive irregularities and informalities in the selection process. Springfield fiu-ther reserves the right to negotiate, amend, and refine bids in consultation with one or more of the prospective Proposers. XII. Proposal Ownership All material submitted by the Proposers shall be considered property of Springfield, and the City will not be required to return same to any Proposer. The material submitted by Proposer will be treated in the same manner as the City's own records. Attachment 2, Page 9 of 14 After opening, all Proposals become part of the public record unless exempt under Oregon Public Records Law. Proposers wishing to exempt appropriate portions of their Proposals from disclosure as public records are encouraged to discuss their concerns with City's Finance Director (address listed below) prior to the submissions of their Proposals. Nathan Bell Finance Director City of Springfield Finance Department 225 Fifth Street Springfield, OR 97477 XIII. Exceptions to Request for Proposal If� for any reason, a Proposer should find fault with the structure of this Request for Proposal or with the evaluation process, concerns may be submitted in writing to: Thomas Tracy Springfield Finance Department 225 Fifth Street Springfield, OR 97477 Phone: (541) 726-3708 purchasing@springfield-or. gov The City will make every effort to answer questions and, if warranted, to amend the Request for Proposal. Responses to questions and amendments to the Proposal will be posted on the Springfield website www.springfield-or.gov (httpJ/www.springfield-or.gov/city/finance/itbrfp select the document titled RFP# 52866 and PeopleSoft Managed Services. Proposers who are unable or unwilling to meet any of the requirements of this Request for Proposal must include, as part of their response, written exceptions to those requirements. Such request shall be delivered on or before 2:OOpm local time September 10, 2021. XIV. Comments Procedure A prospective Proposer may deliver to Thomas Tracy, an email request sent to purchasingAspringfield-or. go v for a change to any of the specifications listed in this Request for Proposal. This request must be delivered no later than 2:OOpm local time September 10, 2021. A written request for change shall include: • A detailed description of the legal and factual grounds for the request; • A description of the resulting prejudice to the prospective Proposer; and • A statement of the form of relief requested or any bid changes to the specifications. The City will review the specification change request and notify the prospective Proposers of the decision in writing prior to the closing date. To the extent possible, the City will notify other prospective Proposers of any changes or modifications to the Request for Proposal. Attachment 2, Page 10 of 14 XV. Protest Procedure Any Proposer who has submitted a Proposal to the City and who is adversely affected by the City's award of the Contract to another Proposer has seven (7) days after issuance of the Notice of Intent to Award the Contract, to submit a written protest of the award to the City. This right to protest shall conform to the written requirements of OAR 137-047-0740 and specify the grounds upon which the protest is based. An adversely affected Proposer must exhaust all avenues of administrative relief and review before seeking judicial review of City's Contract award. Concerns must be submitted to: Nathan Bell Finance Director City of Springfield 225 Fifth Street Springfield, OR 97477 XVI. Cost of Proposal The City is not liable for any costs incurred by vendors for the preparation and presentation of their Request for Proposals. This includes any costs in the submission of a Proposal or in making necessary studies or designs for the preparation thereof. XVII. AMERICANS WITH DISABILITIES ACT COMPLIANCE If any respondent requires special assistance or auxiliary aids during the proposal, evaluation or award process, please contact Thomas Tracy, 541.726-3709 at least two (2) business days prior to the required assistance. TTY users dial Oregon Relay Services at 711. Attachment 2, Page 11 of 14 ATTACHMENT 1 Scope of Work Scope of Work 1.1 Scope of Work - Overview City of Springfield, Oregon (the City) is soliciting proposals from qualified Proposers to provide software support and maintenance services for the City's PeopleSoft Enterprise Resource Planning (ERP) system which is comprised of Financial Management System (FSCM) 9. 1, Human Capital Management (HCM) 9.2, the current installed version of PeopleTools, and any integrations and interfaces with related to systems. A cost effective and sustainable solution is desired to support the optimum operation of the City's ERP system, with its current interfaces and customizations, as well as functionality to meet future business requirements, for the duration of the awarded contract. Software support services are to include, but are not limited to, bug fomes, patches, tax and regulatory updates, expansion of system functionality, customizations support, third party software integration maintenance and support, and ERP infrastructure support, to ensure best practices and optimal performance of the ERP system. These services are to maintain and meet day-to-day operations of the City's PeopleSoft Enterprise Resource Planning (ERP) system. 1.2 Contractor Responsibilities The Contractor will deliver the following services as determined and requested by the City to keep the City's ERP system free from bugs, functional failure, and current to all required patches, minor release and tax related upgrades. • Support to City staff (as determined by the City) for overall integrity, availability and performance of the production PeopleSoft software and all interfaces and/or systems interfacing and/or interacting with PeopleSoft applications. • Delivery of payroll tax, financial and any other updates as required by Federal, State of Oregon and local laws and accounting rules. • Troubleshooting, problem management, and resolution of reported system problems. • Resource for City staff as related to application system functionality. • Documentation of all patches, releases, and changes. • Twenty-four hour on call and support availability for resolution of high severity problems. • Support for adjustments, installations, configurations, and implementations required for new releases of SQL Server, Windows OS, and/or HP server, related system software and/or hardware equipment which are at end of life cycles. • Support to ensure that the PeopleSoft System meets performance requirements on new client workstation hardware, OS, and browser versions that may be adopted during the term of the support agreement, including mobile technologies. • Support for City expansion of its Employee Self -Service implementation. • Support for installation of PeopleSoft upgrades and releases that the City has available but not yet installed. • Recommendations on optimizing the PeopleSoft System, which may include changes to business processes, expanded use of PeopleSoft functionality and configuration changes, and/or other industry best practices. This may also include "bolt -on" third party products complementary to the software. Attachment 2, Page 12 of 14 • Use of best practice technology industry standard practices and methodologies for ERP software support services, including development lifecycle, quality control, version control, performance management, etc. • Delivery of PeopleSoft training classes as needed for City staff to use and administer the system. • Support for installation of PeopleSoft upgrades and releases that the City has available but not yet installed. The City plans to upgrade to FIN 9.2 during FY22 (before June 30, 2022). 1.3 City Deliverables The City will be responsible for the following: • Overall management of its ERP applications, systems, and environment • Development of reports and custom pages • Computer operations and related activities, such as database administration, installation of software updates, automated scheduling of batch jobs, and hardware administration • Security policy and procedures • First level end user support and point of contact • Participation in testing cycles • Strategic direction setting • Business Continuity Planning and Management • Disaster Recovery Planning and Management • Business Processes • Contract Management • Periodic review and reporting of outstanding performance issues 1.4. City Operations City normal operating: • Work hours are 8:00am to 5:00pm Monday -Friday (except holidays) • Check runs are every (2) weeks • City IT HelpDesk is available during normal work hours (8-5, M -F) • City HelpDesk software is ManageEngine ServiceDesk plus • Current PS PeopleTools for FMSC is 8.58.06 • Current PS PeopleTools for HCM is 8.58.06 • City supports a Vmware environment with MS datacenter OS licensing and MS SQL site license of SQL Server. Attachment 2, Page 13 of 14 ATTACHMENT 2 Price List It r..d.d ICaTpawnnallnmdadlo6ha"drorwork undrrt ccanvin,Mall hacsaffld W dia producirAanurawfa a Ldkodbialtalem. lu,ni NaquWw*tu w Spatllka6md 19 Ecc Hags Tari)Call 1 R Ikard-0r 11 FS Sr In Fm I rsrf]lwrnx PS FSWi'3n,nrnn Pmi hr I rr.r PS wcu.S avrnn PuL A FSFNAW 5--:n. Punk FSHC.Ws.b..:l Pani s and PSFS119Csrrs..:k Part,k 4 31d PSmcw Paeri 7 lrh f]Irurnr PS Srurh Anki k 11M U. -,_ PS HClf A.L:i R IL:rA - F".S IIClH 7n I r,lf3o.nrdur P.!21f'Id T t' 2nd FN r rc'.W T r, } 3nrr rPs rr{'.Wr t J Jrh urnr PS Hl'.W 7 t 3 WW-O&&ro-Y-- mod Sffwkts u1l l'.r real ] a—d Ps rlq'.WFPL" 3 GU.—IPS FSC.WPT'�" 3.Odnrerr PS Aq: 'urrran ..SFr t' A O. .. PS FSCV. 'urian OVA0.1 t' s Odnne7v PSM:VSr.'.r Fnr5nwz.mrnu�l4o,furr.�,n1 rav'au ra fi CJ 11 PSFStlfSrnu.v FnEv ire.-f4o.fu1n 7 Cl.nrzJv PS Tr Frrnwvwnv! G„rnwrw,a IC 0 Jf_d FSFShri'S in—Punk 4 FSAC.Wsds" Pani. 10 L—d — OrTale J StMte UGI�Yatl m.kRw hbui I .Srerans d1i.ln LD;_ lar, srerao rah lar, } Srltraa A- lar, + SreransPJanrun(=ir,�y,,.��.lr,dearer:n;h.oin.uuanuinurrun.rd:nasnx Lu S 8nv1-� LL5 R wrap LL5 7 .sraraa r7kx - - lar, e .sw,t.� rr ' awd la's IVM Ilr.rnpImr4 Wrnurllr am kb� d k.ga.mn t.11mr1re :ell sdw.n. rl.dw.n. V lhrr IR1ro. SPrlFtl 6rtil..mna 6.rcngdnadCwll llrmm�4 rrrrr. of l..dAaW.rtl ksPradan M. G.bmw Mrrr.: Dw -phon.nd S 4rlm d P"d 1--.3 Win 1-1—'rrlll Special Instructions v.Id IQ x aap ir— is— rdm.Irdl.r kr 4l p h kh. �Ew.ulh_M w ei� _bte. unhnn.Ihrnw..rp.dRwj,y�nr. gnnal.d.vwwn.-a, n.run.d and rroknm.r.,fxwnd V,R,�. ��-t l��u:e}i� �a���� IN pn-rn—Leirt/IdwdFT dl pr.dui6 qurwd. acarid r.mr and rredd w n.n6n mur be' . OTT rm.n..k rpt w—k. In.—.d W+ rn4amuw dit--�gLEq%.Ydw ld In Laalkrr :nwnnw rnn. OTT nnn r.� Mlju .r .nr.rrplurror va,h k "P, .w —h, and .dd.n&6 ar Y It 61n d� b z :nwnnw rorT. 5narnawdIhl. dry of �=�_ Attachment 2, Page 14 of 14 1ILIr Aw.pna.r r wev co e to P t Submitted to: Thomas Tracy City of Springfield Information Technology Department Springfield, Oregon 97477 September 10, 2021, 2:00pm local time Submitted by: ERP Analysts, Inc. 425 Metro Place North, Suite 510 Dublin, OH 43017 Proposal Point of Contact: Eric Novak Vice President of Sales, Mountain West (614) 932-2093 eric.nova kOERPA. com ,,too ftaftwo..� RPA Attachment 3, Page 1 of 99 www.ERPA.com 425 Metro Place North Suite 510 Dublin, OH 43017 (614) 718-9222 1. COVER LETTER (RFP SECTION III, SUBSECTION 2) September 8, 2021 Thomas Tracy City of Springfield Information Technology Department Springfield, Oregon 97477 Re: PeopleSoft Managed Services Dear Thomas Tracy: ERP Analysts, Inc. (ERPA) is grateful for the opportunity to respond to the City of Springfield (City) solicitation for PeopleSoft Managed Services (#S2866). ERPA's proposed solution meets all City requirements and has been developed based on the solicitation, all associated addenda and more than 22 years of providing PeopleSoft consulting services. ERPA is a client -centered IT services firm that optimizes Oracle/PeopleSoft technology investments for its clients. ERPA provides Managed Services and hosting, technical and functional consulting, managed projects (upgrades, implementations, etc.) and staff augmentation for a broad range of public sector clients including: City of Boston, City of Chesapeake, City of Raleigh, Lower Colorado River Authority, King County, Lane County, Clackamas County, and a recent award from the City of Eugene. In compliance with the solicitation, ERPA has outlined additional requirements below: a. The letter must introduce the Proposal, provide an overview of your representation according to the Attachment 1 Scope of Work. ERPA understands that the City is soliciting proposals from qualified vendors to provide software support and maintenance services for the City's PeopleSoft applications which include Financial Management System (FSCM) 9.1, Human Capital Management (HCM) 9.2, the current installed version of PeopleTools, and any integrations and interfaces with related to systems. ERPA proposes a flexible PeopleSoft managed services solution to meet the City's required and optional needs through our PeopleSoft Center of Excellence team and Customer Success Program. This team provides deep expertise and experience to ensure quick response and resolution time, resource availability, clear communication and accountability to keep the City's systems operating at optimal levels. b. Affirm that the Proposer accepts all terms and conditions of the Request for Proposals, including the Attachment 3 Sample Contract terms and conditions. I, Sabrina Stover, have signed this letter to indicate my legal authority on ERPA's behalf and our understanding of the terms and conditions of the RFP including Attachment 3 Sample Contract Terms and Conditions. ERPA only has one exception to the terms and conditions which is that we are unable to accept liability for incidental or consequential damages. All other terms and conditions are acceptable. c. The letter must designate the Proposer's contact person during the Proposal review process. ERPA's designated contact regarding this proposal response is Eric Novak, Vice President of Sales, Mountain West whose contact information is below. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 2 of 99 Page ii City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA • Eric Novak, Vice President of Sales, Mountain West 1 (614) 932-2093 1 eric.nova kc ERPA.com As the CFO & COO of ERPA, I am the authorized representative to contractually bind ERPA and will be the designated contact in that regard. • Sabrina Stover, CFO & COO 1 (614) 695-61821 sacnna.stoverCgERPA.com d. Identify whether you qualify as resident bidder as described in ORS279A.120 (1) (b) and if you are licensed to do business in the State of Oregon. ERP Analysts, Inc. is a nonresident bidder licensed to do business in the State of Oregon with registry number 694547-98. e. Include a statement of the firm's ability to begin work October 1, 2021, and a statement that the submission is a firm offer for a 90 -day period. I, Sabrina Stover, confirm that the ERPA team can begin work October 1, 2021. Additionally, I also state that the that the proposal is a firm offer for a 90 -day period following the RFP closing date. f. Pending Litigation: Identify any past, pending or threatened litigation or administrative or state ethics board or similar body proceedings to which you or any of your partners are a party and which would either materially impair your ability to perform the services enumerated herein, or, if decided in an adverse manner, materially adversely affect the financial condition of your firm. Any firm selected pursuant to this RFP will be required to advise the city of any developments during the term of this appointment with respect to existing and/or any new civil or criminal legal investigations, pertinent litigation and/or regulatory action involving the firm or its employees which could impact the firm's role or ability to perform the consulting services. ERPA does not have any past, pending or threated litigation or administrative or state ethics board proceedings to disclose. ERPA appreciates the opportunity to present its proposed solution and looks forward to working with the City team. Sincerely, n Sabrina Stover CFO & COO ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 3 of 99 Page iii City of Springfield I RFP Number #S2866 PeopleSoft Managed Services TABLE OF CONTENTS 100*0=eft ERPA 1. Cover Letter (RFP Section III, Subsection 2)...................................................................................ii 2. Qualifications (RFP Section III, Subsection 3)................................................................................ 5 2.1 Company History and Qualifications...................................................................................... 5 2.1.1 ERPA Managed Services............................................................................................... 7 2.2 ERPA Understanding, Knowledge & Expertise...................................................................... 11 3. Resumes (RFP Section III, Subsection 4)..................................................................................... 17 4. Approach (RFP Section III, Subsection 5).................................................................................... 17 4.1 Contractor Responsibilities (Attachment #1 Scope of Work, Section 1.2) ............................. 21 5. Fee Proposal (RFP Section III, Subsection 6)............................................................................... 26 6. Additional Services (RFP Section III, Subsection 7)...................................................................... 29 7. References (RFP Section III, Subsection 8).................................................................................. 30 8. Attachment #3 — Sample Contract (RFP Section III, Subsection 9) ............................................... 32 9. Signed Attachment #4 —Authorization to Legally Bind Bidder (RFP Section III, Subsection 10)..... 33 10. Signed Attachment #5 — Minority Women Emerging Small Business Form (MWESB) (RFP Section 111, Subsection 11).............................................................................................................................. 34 11. Addenda Acknowledgment..................................................................................................... 35 12. Appendix A: Resumes............................................................................................................. 45 12.1 Account Management......................................................................................................... 45 12.1.1 Randy Partain — Customer Successs Director............................................................... 45 12.1.2 Eric Novak —Account Director..................................................................................... 47 12.2 Center of Excellence........................................................................................................... 49 12.2.1 Al Howard — PeopleSoft Administrator.......................................................................... 49 12.2.2 Wing Wong — PeopleSoft Administrator........................................................................ 52 12.2.3 Milind Engedy — PeopleSoft Administrator..................................................................... 55 12.2.4 Kiran Suravaram — PeopleSoft Architect....................................................................... 59 12.2.5 Rahul Tummala — PeopleSoft Developer....................................................................... 67 12.2.6 Sneha Lattupally — Sr. PTF Analyst............................................................................... 75 12.2.7 Venkata Anumula — PeopleSoft FSCM Functional......................................................... 84 12.2.8 Rita Futrell — PeopleSoft HCM Functional..................................................................... 90 ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 4 of 99 Page iv City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA 2. QUALIFICATIONS (RFP SECTION III, SUBSECTION 3) 2.1 COMPANY HISTORY AND QUALIFICATIONS Include a detailed statement of the qualifications of the firm. This should include organizational history, clients presently served, and extent of PeopleSoft application support work. About ERPA. ERP Analysts, Inc. (ERPA) is a client -centered IT services firm that has focused on Oracle/PeopleSoft consulting since 1999. Founded by two PeopleSoft consultants, it is ERPA's mission to deliver significant value by leveraging innovation and deep industry and technology expertise to maximize client PeopleSoft systems. ERPA's core business focuses on optimizing client Peoplesoft systems through three (3) key offerings: Managed Services. ERPA Managed Services provide complete solutions from PeopleSoft application management to infrastructure hosting, including application migration to cloud services, to ensure clients meet the demands of changing technology and business needs through improved efficiency and reliability and reduced operational costs. Professional Services. ERPA provides a full range of consulting services to address business challenges with PeopleSoft systems at the core, including business consulting, implementations, upgrades, and software/operations optimization. ERPA has functional and technical consulting resources (domestically and globally) that are prepared to deliver services onsite or remotely to meet client requirements. Staff Augmentation. ERPA staff augmentation services provide customers with the expertise needed to execute day-to-day operations and/or special projects. ERPA has over 500 consultants that average 10 years of experience and are focused on PeopleSoft services and support. Over 60% are Oracle Certified and many have additional certifications (i.e., PMP, Microsoft, AWS, etc.). Additionally, our internal Talent Solutions Team maintains a network of 2,000+ prequalified consultants for specialized needs. ERPA offers its portfolio of services outlined below through these offerings. ERPA Customer Success Model Figure 1 ERPA Portfolio of Services Focused PeopleSoft Practice. ERPA is one of the largest PeopleSoft consulting firms focused on higher education and public sector organizations with clients ranging from single institutions to multi -college districts and university systems on the higher education side, to local, state, and federal agencies for public sector. ERPA is a privately held, organically grown company with continued profitability. ERPA has ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 5 of 99 Page 5 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services E R PA been featured on the Inc. 500/5000 lists for fastest growing companies in the nation with over 500 employees. ERPA's success is due in part to our dedicated PeopleSoft practice, which is headed by industry veteran, Bill Cage, EVP, who reports directly to ERPA's CFO & COO. This practice includes several different groups, including the Project Management and Customer Success organizations and department heads for Delivery, Sales and Staffing Proven Experience. ERPA has successfully executed over 1,500 projects for more than 500 customers and continues to provide ongoing support and serve as their trusted ERP technology advisor. The depth and breadth of our PeopleSoft expertise has created a demand for our services across a broad range of clients such as: • Attorney General of Texas • Brazoria County (TX) • City of Boston • City of Chesapeake • City of Raleigh • Clackamas County (OR) • King County (WA) • Lane County (OR) • Lawrence Livermore National Laboratory • Lower Colorado River Authority • Placer County (CA) • State of North Dakota • South Carolina Ports Authority • Alabama State University • Brandeis University • California State University • Daytona State College • Florida State College at Jacksonville • Illinois State University • Los Angeles Community College District • New Jersey City University • University of California — Santa Barbara • University of Maine System • University of Texas System Center of Excellence. Within ERPA's 500 employees is the PeopleSoft Center of Excellence (COE). ERPA's commitment to client focused, flexible, and expert Oracle/PeopleSoft support is highlighted by significant investment in this organization. The COE team is staffed with approximately 45 consultants who are experts in all aspects of ERP required tools from Oracle and other vendors including: Oracle/PeopleSoft applications (HCM, Finance, Campus Solutions, Portal), Oracle EPM, Oracle ETL, Oracle Business Intelligence, Oracle Fusion Middleware, Oracle Access Management, database technology (including Oracle, MS SOL Server, D132), cloud hosting design and management (e.g.., AWS, OCI, Azure, etc.) and more. The dedicated COE staff provides clients instant access to expertise in a multitude of disciplines with the option of bringing these resources on-site as desired. ERPA's COE handles support and also tackles specific initiatives ranging from full implementations to targeted, strategic changes. Customer Success Model. ERPA employs a customer success model that is focused on streamlining delivery, anticipating, and resolving potential issues, and facilitating clear communications between ERPA and its customers. Key to this approach is assigning a dedicated Customer Success Director. The Customer Success Director (CSD) works as an advocate for the customer within ERPA. In this role, the CSD has access to all resources within the organization to proactively address any (potential) issues. Key to their success, the CSD will arrange for a cadence of communication that typically includes weekly status calls and standing meetings with key stakeholders. The focus on this aspect of the business has proven to be successful in driving satisfaction in the services provided by reducing issues and enabling clear two-way communications between organizations. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 6 of 99 Page 6 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services 2.1.1 ERPA MANAGED SERVICES ERPA ERPA's PeopleSoft Managed Services offering is structured to tap into its deep experience with PeopleSoft products, which is merged with evolving technology. ERPA understands the critical IT issues facing organizations today and the need to focus time, energy, and resources on core competencies. ERPA has provided PeopleSoft Managed Services for over 15 years for organizations spanning a broad range of customers including the City of Raleigh, City of Boston, Lower Colorado River Authority, CorVel Corp, Papa John's, University of California — Santa Barbara, Florida State College at Jacksonville, University of Texas System, University of Maine System, and Alabama State University. These include clients whose applications reside on -premise, in an external data center or on cloud infrastructure. fm _ °w U w Incident System Database Application "' Management Administration Administration Maintenance LL O 0 Q � O HI o 0 © Production Security Application Disaster Support Management Development Recovery Managed Services ERPA Center of Service Level Governance Plan Excellence Agreement Figure 2 Managed Services Overview ERPA's Managed Services offering allows each business and application function to be managed by experts in dedicated account teams leveraged across multiple clients or a single client depending on size and preference. These skilled resources provide improved services, competitive system advantages, cost reduction and the development and sustainment of industry best practices and are the core of our Managed Services Governance Plan. To ensure 24x7x365 support and to reduce costs for our clients, ERPA's Center of Excellence in Dublin, Ohio and ERPA's global support team of experts perform day-to-day activities and ensure hosted environments and application management, maintenance and support are operating at optimal levels and in accordance with the agreed upon Service Level Agreement (SLA). ERPA Managed Services provide customers with flexible billing arrangements ranging from fixed term/fixed monthly fee, time and materials, etc., and services that are backed by an enhanced SLA. These services are provided by an account team and through a dedicated Customer Success Director who works closely as the single point of contact with the client to ensure the highest quality service work products. Throughout the engagement, the dedicated Customer Success Director will communicate system performance data and SLA metrics in accordance with mutually agreed upon governance criteria, and work with the City team to proactively plan upcoming activities. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 7 of 99 Page 7 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ,."Oewmwel ERPA ERPA tailors its Managed Services to each client. All ERPA offerings are centered on our core values of Empathy, Responsibility, Passion and Agility to provide a frictionless, customer focused service experience. Demonstrated Experience ERPA has outlined an overview of its Managed Services clients below. Table 1 Overview of ERPA Managed Services Client Sample ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 8 of 99 Page 8 I ostinA07Wainaged Services Overview Platform ScopePeopleSoft City of Boston HCM & Customer Application management and One of largest employers in FSCM On -Premise maintenance, database Massachusetts; 20, 000 employees management, technical support, functional support City of Raleigh HCM & Customer Application maintenance, Capital city of North Carolina; FSCM On -Premise application development, technical 4,000 full-time employees support, functional support Lower Colorado River Authority HCM, Customer Application Development, technical A non-profit public utility company FSCM On -Premise support, functional support with over 1,700 employees Illinois State University HCM, AWS Application management and Large state university with 20,600 Campus maintenance, database students, 3,600 faculty/staff Solutions management, technical support, CS architecture management University of California — Santa FSCM AWS Application management and Barbara maintenance, database Sixth largest in UC system; 22, 000 management, technical support, students; 6,000 faculty/staff architecture management Alabama State University HCM, AWS Application management and Public higher education institution FSCM, CS, maintenance, application with 5,600 students Portal development, database management, technical support, architecture management Daytona State College HCM, AWS/ Application management and Community college of 13,500 FSCM, CS, CenturyLink maintenance, database students; 1,100 faculty/staff Portal Cloud management, technical support, HCM, architecture management Florida State College at AWS/ Application management and Jacksonville FSCM, CS, CenturyLink maintenance, database Community college with four (4) Portal Cloud management, technical support, major campuses, 21, 700 students, architecture management 2,700 faculty/staff CorVel Corp FSCM Customer Application management and Health management services On -Premise maintenance, database company with 3,500+ employees management, application development, technical support, functional support Papa John's HCM, Customer Application management and Top pizza chain with nearly 20, 000 FSCM, On -Premise maintenance, database employees Hub & management, application CRM ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 8 of 99 Page 8 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services E R PA University of Texas System 14 institutions; 217,000 students; 20, 000 faculty/staff Los Angeles Community College District Largest community college district in U.S; 230,000 students development, technical support, functional support HCM & Customer Application development, technical FSCM On -Premise support, functional support HCM & CS I Customer I Application maintenance, On -Premise application development, technical support, functional support Managed Services Governance Plan. As part of our Customer Success model, ERPA's Managed Services Governance Plan is a proven approach to overseeing managed services engagements. This plan details the responsibilities and activities that span the entire lifecycle of the engagement, from transition to support, and focuses on: • A customer engagement model that centers on communication, transparency, and accountability of the day-to-day management of the project direction, key decisions, and tasks • Establishing effective ways of working with the City • Establishing the work plan and team structure, including the ongoing direction, monitoring, and controlling of the engagement It is expected that the City will have in place a governance model for oversight of changes that will be adopted by the ERPA team. If this is not in place, ERPA will work with the City to establish one. This aspect of governance is focused on providing oversight and approval for changes that may be required or proposed to the supported environment. ERPA and representatives from the City will present proposed changes with information about anticipated benefits, costs, and impacts for approval prior to enacting changes. The composition of approval governance structures varies widely across clients. As noted, ERPA will adopt the process that is in place currently or work with the client to establish an acceptable process. ERPA's Customer Engagement Model focuses on seven (7) key areas of focus, which are outlined below, and are supported by an experienced account team. L#� 005 ■1�I �� �0 Account Roles & Quality Service Level Risk Communication Roadmap LL LL OL Ff Customer Success Management Responsibilities Management Management Management Management Strategy • Named Account SVIP, Delivery■ Director ERP Analysts, Inc. 19/10/2021 Figure 3 ERPA Customer Engagement Model Attachment 3, Page 9 of 99 Page 9 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services E R PA Account Management. ERPA provides a US -based account management structure for support and escalation purposes, which is outlined below: Table 2 Account Management Team ManagementAccount Overview Tactical Level: Customer Success Serves as single point of contact (SPDC) for day-to-day Director — Randy Partain operations. Conducts periodic stakeholder review of the managed services engagement with City stakeholders and Executive Steering Committee. The timing for these meetings is jointly agreed to by ERPA and the client. It typically consists of weekly ticket status meetings, monthly steering meetings, and quarterly business reviews. Account Level: Account Director — Manages account relationship; Primary point of contact for all Eric Novak matters relating to SOWs and other contractual terms. Executive Level: SVP, Delivery & Serves as Executive Sponsor for the engagement and serves Solutions — Vishal Kothari as executive point of escalation. Participates in e reviews, and any additional meeting requiring executive attention. ERPA will incorporates several touch points throughout the year: Annual Executive Sponsor Meeting — The ERPA Executive Sponsor, Customer Success Director and Account Director will meet with the City Executive Sponsor committee and designated attendees to review the overall engagement performance of service delivery, improvements made against the baseline, and partnering relationships. Meeting outcome will be updates to goals, objectives, and overall direction. Quarterly Business Review — ERPA's Customer Success Director and Account Director will meet with designated City senior executives and IT managers will meet to review City satisfaction with the performance of the engagement related to the Agreement. Discussions will focus on performance against the SLAs, relationship quality, and City satisfaction. A review of improvement suggestions made and approved, and their status of adoption will also be reviewed. Weekly/Monthly Service Performance and Project Reviews — The ERPA Customer Success Director will host a review of the performance of the engagement and key project activities with the City senior executives and IT managers. These meetings will cover review and discussion of: SLA performance metrics of the service; Change requests and their status of review, approval, implementation, and completion; Open issues and resolution steps being pursued, Open risks and progress of mitigation; Staffing plan for the upcoming 30/60/90 day windows and any changes desired by the City; Various projects in progress (i.e. PeopleTools upgrade, PUM updates, etc.), status of key deliverables, discussion of issues and risks, and a review of changes relevant to each project. Roles & Responsibilities. ERPA outlines the roles and responsibilities of all parties as it related to the engagement. It is critical to meeting SLAs, and ensuring reliability, quality, and customer satisfaction. Upon contract award, the ERPA team will meet with the City to develop and review the RACI chart and identify any missing items or need for clarification. Quality Management. Quality Management (QM) is an activity across the life of the Managed Services and engagement. Activities related to QM are continuous monitoring of responsiveness by the assigned team. Some points of focus for this monitoring are to evaluate the quality of the solutions implemented, identify recurring issues that may be a candidate for greater attention, and to identify opportunities for communication and training of the staff. Service Level Management. ERPA's Customer Success Director is the primary point of contact for Service Level Management and will report on SLAs monthly to the City. Quarterly, executive teams meet to review ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 10 of 99 Page 10 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services E R PA service level performance and adjust as necessary. Annually, executive teams meet to review account performance and evaluate whether SLA measurements are meeting business requirements. Risk Management. ERPA's Customer Success Director will track, communicate, and discuss risks/issues as part of the Monthly Service Review. Communication Management. ERPA will incorporate several touch points with City executives throughout the year that are listed in the engagement's Communication Plan. Our governance model provides a lens through which projects and processes may be viewed to ensure consistent business value is achieved by our Managed Services. ERPA will partner with the City to methodically deliver value that is strongly aligned with organizational and program/project goals and expectations as described above. Roadmap Strategy. ERPA will work with the City to understand and facilitate the City's technology roadmap as part of our overall service improvement, consultative approach and in accordance with predicted City growth. 2.2 ERPA UNDERSTANDING, KNOWLEDGE & EXPERTISE a. An understanding of PeopleSoft modules, applications and functionality with experience resolving issues that arise during implementation, particularly with regard to system integration. ERPA resources have deep knowledge of and experience with PeopleSoft applications, including HCM, FSCM, and associated modules and functionality since their inception. Specifically, the ERPA team has extensive experience providing implementation and support services across various modules within the Oracle PeopleSoft HCM and FSCM suites. Specific to integrations, PeopleSoft offers various tools for integrations and commonly used are Integration Broker and Application Engine/File Objects. Some of the common issues that we encounter with Integration Broker (IB) relate to configuration of IB services, Publish/Subscribe servers, message channels and node issues. ERPA technical and functional consultants have deep industry working experience including federal, state, city and local governments and have an understanding of their business processes. ERPA works closely with client teams and their vendor teams to identify the integrations and interfaces that are required as well as perform discovery and mapping sessions to build new integrations and interfaces. From there, the technical and functional teams collaborate and prepare the respective design documents, outlining requirements and implementation for the integrations/interfaces with any third -party vendors or other internal systems of the customer. All implementation of integrations/interfaces follow the SDLC process and best practices. ERPA has provided HCM module support services since its release and has outlined a summary of experience in Table 3. Table 3 HCM Module Support Human Resources Alabama State University, Florida State University at Jacksonville, Daytona State College, Illinois State University, Detroit Public Schools, Lower Colorado River Authority, East Kentucky Power Cooperative, Arizona State University, University of Colorado, University of Puget Sound, Papa John's, University of Maine System, City of Raleigh, University of Texas System, Howard University Benefits Alabama State University, Florida State University at Jacksonville, Daytona State Administration College, Illinois State University, East Kentucky Power Cooperative, Arizona State University, University of Colorado, Detroit Public Schools, University of Maine ERP Analysts, Inc. 19/10/2021 Page 11 Attachment 3, Page 11 of 99 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA ERPA has provided HCM module support services since its release and has outlined a summary of experience in Table 4. Table 4 FSCM Module Support System, City of Raleigh, Lower Colorado River Authority, University of Texas System, Howard University Time & Labor Detroit Public Schools, Lawrence Livermore National Laboratory, City of Raleigh, South Carolina Ports Authority, Detroit Public Schools, University of Colorado, East Kentucky Power Cooperative, Southeastern Louisiana University, Lower University of Maine, Papa John's, Frederick County Public Schools, University of Colorado River Authority, University of Texas System, Howard University Payroll for NA Alabama State University, Florida State University at Jacksonville, Daytona State University of Texas System, Alaska Airlines, Alabama State University, City of College, Illinois State University, University of Colorado, Papa John's, East Kentucky Chesapeake Power Cooperative, University of Maine System, City of Raleigh, Lower Colorado Alabama State University, Florida State University at Jacksonville, Daytona State River Authority, University of Texas System, Howard University ERPA has provided HCM module support services since its release and has outlined a summary of experience in Table 4. Table 4 FSCM Module Support b. Demonstrated comprehensive experience with implementation of the Oracle PeopleSoft HCM and FSCM To date, ERPA has successfully completed over 1,500 successful projects for more than 500 customers such as City of Raleigh, City of Boston, City of Chesapeake, State of North Dakota, Clackamas County, King County, Lane County, Office of the Attorney General of Texas, University of Texas System, University of Maine System, University of Colorado, Detroit Public Schools, Frederick County Public Schools, Boston ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 12 of 99 Page 12 Module= FSCM Asset Management South Carolina Ports Authority, Detroit Public Schools, University of Colorado, University of Maine, Papa John's, Frederick County Public Schools, University of California at Santa Barbara, Lower Colorado River Authority, Corvel, City of Raleigh, University of Texas System, Alaska Airlines, Alabama State University, City of Chesapeake Accounts Payable Alabama State University, Florida State University at Jacksonville, Daytona State College, South Carolina Ports Authority, Detroit Public Schools, University of Colorado, New Jersey City University, Papa John's, Frederick County Public Schools, University of California at Santa Barbara, Lower Colorado River Authority, Corvel, City of Raleigh, University of Texas System, Alaska Airlines, East Kentucky Power Cooperative, City of Chesapeake Cash Management Detroit Public Schools, Telecommunications Services of Trinidad &Toba o Limited General Ledger Alabama State University, Florida State University at Jacksonville, Daytona State College, South Carolina Ports Authority, Florida International University, University of Colorado, University of Maine, New Jersey City University, City of Raleigh, Papa John's, Frederick County Public Schools, University of California at Santa Barbara, Lower Colorado River Authority, Corvel, City of Raleigh, University of Texas System, Alaska Airlines, East Kentucky Power Cooperative, City of Chesapeake Project Costing South Carolina Ports Authority, B & W Pantex, Lower Colorado River Authority, Detroit Public Schools, Trinidad and Tobago Electricity Commission, University of Texas System Purchasing B & W Pantex, South Carolina Ports Authority, University of Colorado, University of Maine, Detroit Public Schools, New Jersey City University, Papa John's, , Frederick County Public Schools, Lower Colorado River Authority, Alabama State University, East Kentucky Power Cooperative, City of Chesapeake Commitment Control Telecommunications Services of Trinidad and Tobago Limited, Florida International University, University of Colorado, Detroit Public Schools, City of Raleigh, New Jersey City University, Frederick County Public Schools, Alabama State University, City of Chesapeake b. Demonstrated comprehensive experience with implementation of the Oracle PeopleSoft HCM and FSCM To date, ERPA has successfully completed over 1,500 successful projects for more than 500 customers such as City of Raleigh, City of Boston, City of Chesapeake, State of North Dakota, Clackamas County, King County, Lane County, Office of the Attorney General of Texas, University of Texas System, University of Maine System, University of Colorado, Detroit Public Schools, Frederick County Public Schools, Boston ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 12 of 99 Page 12 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA Public Schools, Lower Colorado River Authority and South Carolina Ports Authority. These projects include over 230 PeopleSoft application upgrades, more than 250 PeopleTools upgrades, various functional projects such as assessments, module implementations, and business process optimization, and technical projects like rapid Fluid deployment, security assessments and automated testing services. c. Knowledge and experience in the creation and/or execution of data conversion/validation methodologies and scripts to assure accurate data from existing systems to new systems. ERPA has extensive knowledge of data conversion methodologies. ERPA's data conversion framework allows for accurate and optimized data conversion. This process is iterative and will undergo as many passes as needed to ensure that all data in the new system is accurate and complete. ERPA custom data conversion tools and accelerators provide fast and accurate data conversion. This toolset has been built using native PeopleTools technology that are a component of each PeopleSoft installation. This approach has numerous benefits including the ability to address security requirements using the full suite of capabilities within PeopleSoft. Conversion Process Overview. The ERPA team works with customer business team to update the data mapping template which consists of source and target system records, fields, and their mappings. The template also captures business logic and transformation requirements. ERPA then works with the customer team to decide on the conversion approach and tool. The tool selected will be based on the conversion requirements and will be one of the following as appropriate: ERPA's conversion framework, Excel to Cl, data mover scripts or possibly a custom program. The conversion process is run iteratively, and errors/issues are progressively corrected until it is error free and the processing time fits within the required time frame. d. Proven ability to partner in implementing and upgrading Oracle/PeopleSoft products in a timely, efficient, and effective manner. ERPA has been providing a full suite of services to support its clients' use of the PeopleSoft suite of applications for more than 22 years. During this time ERPA has performed hundreds of upgrades. Core to its business model is the ability to perform these activities in a timely, efficient, and effective manner so that each customer's experience is positive and ERPA's costs are managed to allow for a business outcome that is favorable to both. ERPA's longevity and success is a testament to the effectiveness of this approach. e. Experience in carrying out PeopleSoft version upgrades in a public sector environment that demonstrates a full understanding of system lifecycle and integration issues. With PeopleSoft release 9.2, Oracle changed the model for delivering version upgrades. The new model is built on Selective Adoption and uses the PeopleSoft Update Manager (PUM) to help manage the process. This change was a sea change in the support model that has an overwhelmingly positive impact in process, costs, and outcomes. Unfortunately, many customers have not grasped the concepts and have not benefitted from the change to the full extent. ERPA has fully adopted Selective Adoption and ensures its customers are receiving the full intended benefits. As a good citizen within the PeopleSoft community, ERPA routinely presents on the topics of Selective Adoption and upgrade system lifecycle best practices. As discussed previously, the ERPA Center of Excellence (COE) brings full expertise to solving infrastructure and technical related challenges. Integrations are a key focus of this expertise. Supporting a diverse set of implementations means that many interfacing requirements are commonplace and the experience from one client can easily be applied to another (e.g., a deductions interface to Fidelity). The ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 13 of 99 Page 13 City of Springfield I RFP Number #S2866 /*~` PeopleSoft Managed Services E R PA same diversity of supported clients leads also to unique requirements (e.g., point to point, real time integrations between locally hosted systems and cloud -based solutions using MuleSoft). Supporting public sector clients from the City of Boston to Clackamas County ensures that the ERPA team is highly experienced in the specific requirements of that industry vertical and is prepared to deliver successfully. f. Ability to identify quickly and solve the technical issues that arise in a complex environment and provide adequate guidance to minimize implementation and operational risks. This is an area where ERPA excels. To be successful in the managed services business, an organization must ensure its customer's needs are met and that their satisfaction is high while effectively managing costs. Key to this is the ability to resolve technical issues efficiently and permanently. ERPA has structured its delivery to meet these goals. First, ERPA created the Center of Excellence to bring the most effective individuals together into a team so that no problem every suffers from a lack of resources or targeted expertise. The COE is physically based in Dublin, OH and they work side by side and support each other. Next, to ensure that each customer's unique aspects are recognized and knowledge of these are institutionalized, ERPA assigns specific resources and backups to each client. One of their responsibilities is to learn those unique requirements, attributes, and expectations and ensure that ERPA is well prepared to take those into account when an issue needs to be addressed. ERPA's mantra is to solve problems permanently. The structure is designed to support that goal. Each resolved P1 problem goes through a root cause analysis (RCA) to understand the issue in a manner that allows for structural change (if required) to prevent recurrence. The results of these RCAs are then shared within the team to ensure that similar conditions are proactively addressed, and similar issues are prevented. Each client benefits from this. Lastly, communication is key. ERPA's structure includes an assigned Customer Success Director that is responsible for ensuring that communication flows effectively between all parties for both routine items and impactful issues. Having an assigned individual with that responsibility greatly enhances the ability of the collective team to be aware, react appropriately, and manage risks. ERPA has the scale to deliver a structure that delivers effectively for its clients to keep customer satisfaction high and efficiency so that costs are managed for the client and ERPA can be a profitable business. g. Demonstrated expertise in principles of change management to ensure high levels of communication and stakeholder participation. ERPA's Organizational Change Management (OCM) approach addresses stakeholder adoption through organizational leadership alignment, stakeholder engagement, communication, and training. The goals for OCM are to ensure that people are aware, people are consulted, and people are trained. One of the keys to project success is organizational support. This starts with executive leadership but extends throughout the organization. ERPA works with each client to understand the OCM needs and co -develop a tailored OCM plan as required. To drive support, ERPA's plan is comprised of the following tasks: ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 14 of 99 Page 14 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA Solicit engagement of key executives. This is a key step to the process. Active, visible participation by key executives is key to gaining organizational buy -in of the changes that will be occurring. ERPA will assist these key executives in project messaging and communications. Actively participate in building the governance structure. The project managers rely on governance largely for decision making, but ERPA also views it as the core for project communications both outward to the impacted users and inward back to the project team. The OCM team will be embedded at each level of this structure to ensure that messaging out and feedback in flows freely. Drive communication. Experience has shown that adoption of change is more easily achieved when the impacted audience is highly aware of impending changes and feels engaged in the process by having opportunity to provide feedback. ERPA is aware that effective communications tactics vary across organizations and will work with the organization to structure the plan accordingly. The OCM team will craft a communication plan and work through the project team and representatives of the PASSHE to ensure that all impacted users and interested parties are well informed. Structure and deliver training. There are multiple audiences that will be impacted by the changes introduced by this project. These include casual users who will be impacted by changes to the interface through to power users who will have new features, changes to existing features, and business process change that could impact the manner in which their jobs are performed. Reinforce skills required. Change does not stop at go -live. Plans will be enacted to ensure that the owners of the training materials and coursework have methods in place to keep these updated as the organization evolves. Table 5 ERPA OCM Approach ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 15 of 99 Page 15 Overview Phase •. • Provide clear communication about Leadership Visible, active participation Alignment in the project organizational goals and the role the project • Drive communication plays in achieving those. throughout organization • Validate project goals & change scope. • Minimize risk of introducing . Identify stakeholder groups & define plans for change into organization engagement throughout the project Stakeholder Institutionalize change at all . Embed OCM as a part of the governance Engagement levels of the organization & structure to facilitate communications. optimize opportunities . Develop Communication & Change created by the new Management strategies technology &/or processes • Identify change agents & build change team(s) • Define impacts, risks & benefits to the various user groups. • Define key messages required, delivery methods, & feedback mechanisms Readiness • Assess organizational • Identify tools & procedures for gathering data, Assessment readiness to adopt change. administering surveys, analyzing results, and • Validate that the developing action plans. organization prepared for • Elicit individual perspectives on broad categories go live at the same time as of: Project, culture, organizational impacts, pain new business points, communications, perceived risks. processes/the system • Provide feedback to leadership; recommend approaches to build consensus & alignment Organizational • Identify workforce • Obtain user feedback to analyze the Change concerns and structure effectiveness of the communication & change Impact management activities. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 15 of 99 Page 15 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services E R PA Phase GoalOverview Assessment change activities to Develop action plans to close gaps & mitigate address any concerns. • Capture lessons learned Communicate Multi -directional Communicate process, responsibility, practice & & Coach communication; Capability policy changes. transfer; User adoption • Manage resistance Post Go -Live Address OCM impacts due • Put in structures to support the process of Support to organizational managing continuous improvement and the continuous improvement associated change impact. activities and PeopleSoft • Define processes for maintaining change selective adoption activities artifacts over time h. Willingness to fully adopt the City's PeopleSoft standards and procedures and to develop a supportive relationship with the City's project team to create a positive and productive team environment. —0 EMPATHY To put ourselves in other's shoes. RESPONSIBLITY To execute thoroughly and seek excellence. PASSION To be excited about providing innovative solutions. Figure 4 ERPA's Core Values AGILITY To listen, innovate, and respond. Empathy, Responsibility, Passion, and Agility are the core values on which ERPA was founded and are embedded in everything that we do. These values define our culture, and guide our interactions with each other, and, most importantly, our customers. ERPA was founded on the premise that a strong company culture creates an environment that fosters innovation, and growth translates directly into employee satisfaction and customer service excellence. As such, ERPA is committed to forming long-lasting partnerships with its clients which is why the Customer Success model and Managed Services Governance Plan (Section 2.1.1) were established. As part of this commitment, ERPA is willing to adopt the City's PeopleSoft standards and procedures and work closely and collaboratively with the City's project team. i. Ability to provide on short notice consistent technical and functional resources that are fully qualified in the area of need for on-call services ERPA can provide on short notice consistent technical and functional resources that are fully qualified in the area of need for on-call services needs through our pool of 500 employees, including the COE, and ERPA's robust network of over 2,000 pre -qualified independent consultants. Together they create the talent resource pool from which ERPA draws consulting experience and satisfies technical and functional resource needs. Moreover, a key differentiator is ERPA's aforementioned COE team. This team was designed to provided flexible, agile PeopleSoft support to clients. ERPA proposes supporting the City with COE resources, which can be scaled up and down at a short notice without significantly impacting the City's timelines or budget. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 16 of 99 Page 16 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services 3. RESUMES (RFP SECTION III, SUBSECTION 4) ERPA Include a resume for the PeopleSoft application support staff (PMs, Software Engineers, System administrators, etc.) assigned to this engagement. ERPA has the depth and breadth of resources, experience, and expertise to provide the best PeopleSoft Managed Services solution for the City. ERPA proposes a highly experienced team in all areas required by the City to successfully support its PeopleSoft applications, has also included sample resumes related to the optional work. Please refer to for Appendix A: Resumes for additional details. Table 6 ERPA Staff Qualifications & Experience 4. APPROACH (RFP SECTION III, SUBSECTION 5) The proposal should set forth a work plan, including an explanation of the Managed Services methodology to be followed, to perform the services required in this request for proposal. Proposers will be required to provide the following information on their PeopleSoft application support staff approach: a. Qualifications, Experience, Certification, Cost per hour Attachment 1, Scope of Work ERPA has outlined its qualifications and experience throughout this response. ERPA is an Oracle partner and its staff has various certifications including PeopleTools Advanced Developer Expert, PeopleTools Application Developer Expert and PeopleSoft Enterprise Human Resources Consult as well as others. ERPA has outlined all pricing in Section 5, and detailed its approach to meeting the Scope of Work in Section 4.1. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 17 of 99 Page 17 ■ • • 1 ,' • •Lru- 9C -C. , • ■ Years of Experience 36+ 32+ 15+ 13+ 13+ 6+ HCM Administration (incl Tax Updates & Security Patches) */ V FSCM Administration (incl Security Patches) V V V PeopleTools Upgrades V V V PUM Updates V V V V V PeopleSoft 9.2 Upgrade V V V V V PeopleSoft Test Framework System Migration V V V Systems Integration V V Systems Development I I I VI I V Systems Planning Break -Fix 4. APPROACH (RFP SECTION III, SUBSECTION 5) The proposal should set forth a work plan, including an explanation of the Managed Services methodology to be followed, to perform the services required in this request for proposal. Proposers will be required to provide the following information on their PeopleSoft application support staff approach: a. Qualifications, Experience, Certification, Cost per hour Attachment 1, Scope of Work ERPA has outlined its qualifications and experience throughout this response. ERPA is an Oracle partner and its staff has various certifications including PeopleTools Advanced Developer Expert, PeopleTools Application Developer Expert and PeopleSoft Enterprise Human Resources Consult as well as others. ERPA has outlined all pricing in Section 5, and detailed its approach to meeting the Scope of Work in Section 4.1. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 17 of 99 Page 17 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA b. Analysis, prioritization, notification and application of security patches, in and out of band patches. ERPA proactively monitors the expected Oracle Critical Patch Update (CPU) calendar as well as adhoc emergency patches. Oracle releases CPU and security patches quarterly. Oracle provides Common Vulnerability Scoring System (CVSS) Base Metrics to provide information about the severity of the vulnerabilities. The CVSS formula converts these metrics into a numerical Base Score which ranges between 0.0 and 10.0, where 10.0 reflects the greatest severity. ERPA will evaluate and assess the CPU patches with the customer and perform the recommended CPU patching (or all if requested) to keep applications and data secure. The decision to apply these updates depends on the severity and criticality of the updates and for which component (i.e., WebLogic, Tuxedo, database, OS, etc.) in the PeopleTools layer the update is delivered. ERPA will conduct periodic patch reviews and provide the City with recommendations on patches to apply. ERPA will apply patches accordingly. Assessment and Application in Test Planning Environment Perform analysis of Bade Up CPU patches Analyze & propose Identify patch"" Bad<up Tesrt be applied and get ► rivironme t approval Able to fix in r!-- passing? time Apply CPU patches in Test o ...... Erni ror m erG request in J Validate Test Environment ReleaseTest for use and prepare for Prod Environment Application in Prod Environment ► Back Up Prod r_rnrironment Apply CPU patches in Prod Emrionment Valli Prod Restore Prod from Environment Bade Up Analyze & propose Approve i estimate Resolve issue! All Tests and Validations Able to fix in r!-- passing? time Release Prod for use Figure 5 CPU Patching Process YJ c. Service Workflow (IT managers, IT programmer analysts, Department admins, Department specialists, Application Testers, etc.) ERPA utilizes a standard service workflow that begins with a service request in ServiceNow and follows the request lifecycle as outlined in Figure 6. The appropriate resources are assigned based on the issue type. Q] M Coo M Analyze & propose Approve i estimate Resolve issue! ERPA solution (if applicable) Perform maintenance Validation Initiateo ........ o ............o............ a ........ o ...... . request in ServiceNow Close the Confirm changes Move changes to Move to production Request in profd"uuction production approval O............ v ..............0..............0. Figure 6 ERPA Service Workflow Client testing d. Oracle PeopleSoft Best Practice for applying tax update, security patches, application development, application upgrades and PeopleTools upgrades. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 18 of 99 Page 18 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services E R PA ERPA leverages PeopleSoft best practices for all updates, patches, development work and upgrades. ERPA can provide all application maintenance, including application patch fixes, tax updates, regulatory patches as required. ERPA proactively monitors the expected Oracle PUM, PeopleTools release, PeopleSoft Release Patchset (PRP) and tax update release calendar for all customers. ERPA will review these dates with City to determine the preference for which changes should be applied. ERPA has refined its processes for application updates, patches, upgrades and development by focusing on the following: • ERPA is flexible and will work with the City to identify ideal maintenance and update windows. Our best practices focus on minimal downtime and/or disruption to end users, which is why planned outages can be scheduled in alignment with any blackout dates/the City's schedule (i.e., fiscal year-end, open enrollment, major projects, etc.). For non -production environments there are no blackout dates. • Oracle releases CPU and security patches quarterly. ERPA will evaluate and perform the recommended maintenance (or all if requested) to keep applications and data secure. The decision to apply these updates depends on the severity and criticality of the updates and for which component (i.e., WebLogic, Tuxedo, database, OS, etc.) in the PeopleTools layer the update is delivered. ERPA will conduct periodic patch reviews and provide the City with recommendations on patches to apply. ERPA will apply patches accordingly. • Application patching is performed using a variety of processes and methodologies depending on which layer of the application is getting patches. For PeopleSoft base software layers (i.e., Tuxedo, WebLogic, PeopleTools, etc.), a multi -pronged approach will be used. All application updates for version 9.2 are delivered using PUM based on a previously agreed upon schedule. PUM Updates. ERPA delivers all application updates for version 9.2 version using PUM and can perform PUM upgrades to meet city needs. ERPA's high-level PUM Update Methodology (Error! Reference source not found.) is below. With PUM, the City has the option to pick and choose what to apply using a selective adoption methodology, with which ERPA can assist. ERPA assumes the City team will perform all retrofits and unit testing. All version 9.2 image updates are treated as PUM updates. ERPA can work with city to evaluate and provide options for updates. ERPA will follow Oracle's standard PUM Update process to apply the latest acceptable PUM image update. The process comprises of the following steps: 1. Download the current PUM image when it is released. 2. Use the PeopleSoft Update Manager PIA Application delivered with the image to: • Select all updates not yet installed option for full install or specific updates for selective adoption. • Review the change package definition and the effects of the updates. • View bug fix details of the updates. • Review Compare Report impact of the updates compared to PeopleSoft delivered objects • Generate the custom change package definition. 3. Use Change Assistant to create the change package and review the Compare Report to understand the effect of the updates on customizations. 4. Use Change Assistant to apply the updates to the environment. 5. Reconcile customizations and reapply them as needed. 6. Generate a new custom change package, including customizations, from the environment. 7. Use automated testing to test before applying the changes to the production environment. ERP Analysts, Inc. 19/10/2021 Page 19 Attachment 3, Page 19 of 99 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services Prepare Wild • Download latest PeopleSoft Update Image • Evaluate enhancements, fixes & updates in latest image • Use PUM to generate a tailored package I* OFeplo ERPA • Use Change- Perform Unit Testing • Apply Change in the Dev Assistant to analyze Package & retrofit & apply changes to environment projects to all Demo & Dev • Apply Change remaining environments Package & retrofit environments • Retrofit impacted projects to the Test • Deploy to Production customizations environments to & validate before • Configure new perform System releasing to features& Integration Testing; Production users functionality in new Apply to the UAT release (if any) environments to perform User Acceptance Testing Figure 7 ERPA PUM Update Methodology PeopleTools Upgrade. ERPA's PeopleTools upgrade approach is outlined in below. ERPA will install the media/tools required for the PeopleTools upgrade. The next step is to build and maintain all necessary environments. ERPA will execute the PeopleTools upgrade on the demo environment, followed by execution in the development environment. The ERPA team will provide and evaluate compare reports as part of the PeopleTools upgrade. Usually, the tools changes will be minor. Figure 8 ERPA PeopleTools Upgrade Approach The ERPA team will then verify the upgraded Peoplesoft development environment. The upgrade scripts will be optimized and fine-tuned for subsequent upgrade passes. After this, retrofit for customizations will be performed. ERPA will then execute the PeopleTools upgrade on the Test environment. ERPA will configure and complete Integration Broker settings and connectivity and work with the City to setup, configure, change interfaces and integrations to the new target PeopleTools upgrade, developing, configuring new objects as required. System integration and user acceptance testing will be performed by the City and defects, if any found during the testing, are rectified. ERPA will then execute the upgrade scripts for the final move to production after which the production system will be released to the users after initial validations. e. Customer support (escalation process, SLA details with fees at risk, root cause analysis, communication protocols, etc.) ERPA's customer support structure is tiered and based on the issue type as further outlined in Section 4.1. ERPA tailors all SLAs to client needs but offers a standard Priority 1/Urgent (P1) ticket response time of 30 minutes and resolution time of four (4) hours. ERPA will review these needs in depth with the City. ERPA performs a root cause analysis (RCA) on all P1 tickets and reoccurring issues. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 20 of 99 Page 20 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services E R PA Additionally, the Managed Services Governance Plan outlined in Section 2.1.1 lists the account management team for the City (Table 2) which serves as a key layer of the customer support structure and escalation points of contact for the City. 4.1 CONTRACTOR RESPONSIBILITIES (ATTACHMENT #1 SCOPE OF WORK, SECTION 1.2) The Contractor will deliver the following services as determined and requested by the City to keep the City's ERP system free from bugs, functional failure, and current to all required patches, minor release and tax related upgrades. • Support to City staff (as determined by the City) for overall integrity, availability and performance of the production PeopleSoft software and all interfaces and/or systems interfacing and/or interacting with PeopleSoft applications. The ERPA team will support the City team to ensure availability, performance and overall integrity of the PeopleSoft applications through proactive monitoring, timely and efficient patching, updates and general support as required by the City. The ERPA team monitors the health and performance of all components of the PeopleSoft applications including application servers, web servers and process scheduler servers. The ERPA team will identify poorly performing servers, application code and SQL statements and resolve any performance issues by isolating and analyzing performance bottlenecks. • Delivery of payroll tax, financial and any other updates as required by Federal, State of Oregon and local laws and accounting rules. ERPA will work with the City to apply all regulatory payroll tax updates and 1099 tax updates as they are made available by Oracle Support. These updates are made available by Oracle as part of the PUM image when they are released. ERPA will download the PUM from Oracle Support site and extract all these updates from the PUM and apply them in Demo and Development environment first and provide a compare report for any retrofits that are required Code needs to be retrofitted where the PUM delivered changes overwrites the modifications made by the City. System Testing and User Acceptance Testing must be performed by the City functional and business users in the subsequent environments prior to them being deployed into Production. Any issues identified during the testing phase, both ERPA and City will work with Oracle to resolve them. ERPA team will work with City to define plan and timeline for each environment. Applying into the Production environment typically happens during a weekend or during the scheduled maintenance window as agreed between ERPA and City. • Troubleshooting, problem management, and resolution of reported system problems. ERPA proposes logging all incident reports or cases in our web -based ticketing system, ServiceNow. ServiceNow provides case creation options through a unique email distribution group or by logging in to the online portal and creating it manually. ERPA will provide training on the ticketing system. ERPA's case management process is as follows: ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 21 of 99 Page 21 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services 100*>~ft� ERPA New ERPA Case Management Process Closed Report an issue A Issue not resolved Verify resolution Resolved Request confirmation Create case r Discover Provide Triage case Investigate possible resolution Close Case a workaround or case information permanentfix Figure 9 Case Management Process Designated City staff will have access to the ServiceNow Customer Service Management (CSM) self- service portal to 1.) Create, monitor, and inquire about tickets; 2.) Create, monitor, and manage the project plan, assign tasks and monitor progress; 3.) View a dashboard that provides an overview of all incidents and other metrics; 4.) Track metrics like ticket response/resolution. Based on the issue type, the ticket is assigned to the appropriate team and resolved within the agreed upon SLAs: Tier 1 — Service Desk: the City will continue to provide Service Desk support and route to ERPA support team as needed. Tier 2 — Standard Support: Determine nature of support request; provide technical support, route support requests to Tier 3 support as appropriate. Tier 3 - Advanced Support: Determine nature of support request and route to appropriate specialist, provide advanced technical support. The ERPA team then provides troubleshooting to resolve and incident or issue. The support analyst analyzes and resolves the issue. In the event that a defect is discovered to be part of the delivered system functionality, a Service Request is filed with Oracle on the City's behalf, and the resolution will be documented in the knowledge base. ERPA performs an RCA on all P1 tickets and reoccurring issues. Resource for City staff as related to application system functionality. All ERPA clients utilize the services of the Center of Excellence (COE). The COE has functional and technical resources that cover all aspects of the PeopleSoft application suite. These resources are engaged primarily in two manners: Maintenance and issue support. For issues that arise that are not (or not entirely) technical in nature, functional resources will be a part of the team working through resolution. This could include assistance with configuration changes, providing advice and recommendations, or suggestions for adoption of delivered functionality. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 22 of 99 Page 22 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA These resources are also available to provide insight on how to best optimize the use of the software and share information on best practices and common tactics being used to perform business activities in an efficient manner. Targeted project support. If the City identifies areas of specific focus for change, a project will be identified, and appropriate technical and functional resources will be assigned. Projects could be the adoption of new functionality, reviewing and streamlining business processes, or reimplementing existing functionality to better support changing organizational needs. Projects of this type are not typically provided as a component of managed services and would instead be contracted separately. • Documentation of all patches, releases, and changes. ERPA documents all work performed including patches, releases, and changes in ServiceNow for internal purposes. ERPA adheres to industry best practices for documentation standards. ERPA will prepare documentation in accordance with the City's requirements and documentation standards, including templates, submission format, etc. Additionally, ERPA will leverage any existing City document repository, or can create a SharePoint based site for the City if required. • Twenty-four hour on call and support availability for resolution of high severity problems. ERPA will provide 24-hour on call and support availability to the City for resolution of high severity problems. ERPA has the capability to leverage a hybrid support model utilizing our PeopleSoft experts from the COE in Dublin, Ohio and global support center team in Hyderabad, India. ERPA supplements its U.S. employees with a global delivery model that utilizes a follow the sun approach to meet SLA standards. ERPA has Microsoft Teams, unified VoIP telephony system, ticket tracking system (ServiceNow) and other tools and processes that are integrated amongst our COE and global team to ensure there is no lapse in information or delay in work handoff. Additionally, both teams work overlapping hours to facilitate collaboration and effective, quick support while ensuring time zone is not an issue for clients. It is important to note that our global team works in two shifts - US daytime and US night-time. Our global team is managed by the COE and local leadership. As such, this ensures 24-hour support without a lapse in account and service request knowledge to ensure quick resolution of issues. ERPA �•~ ERPA fir Manager, St PS Admin Development Inlrastr'"ture Functional PSAdmin Development Infrastructure Team DBA Team Team Team Team Team DBATsam Team Team Collaboration i Shared Tools & Processes i Documentation Incident ManagemenVTicketing System • Web ConterencinglScreen Share Software • Integrated ValP Telephony System • Documentation Standards • Work HandefF Process Figure 10 ERPA Support Organization • Support for adjustments, installations, configurations, and implementations required for new releases of SQL Server, Windows OS, and/or HP server, related system software and/or hardware equipment which are at end of life cycles. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 23 of 99 Page 23 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services E R PA The ERPA team will support any PeopleSoft configuration changes, implementations, etc. impacted by changes, updates and replacements to existing hardware and software by the City. • Support to ensure that the PeopleSoft System meets performance requirements on new client workstation hardware, OS, and browser versions that may be adopted during the term of the support agreement, including mobile technologies. The ERPA team will ensure that the PeopleSoft applications meet performance requirements throughout the engagement and will perform RCA and open tickets with Oracle if required. • Support for City expansion of its Employee Self -Service implementation. PeopleSoft Self Service serves as an extension of PeopleSoft modules and enables employees to update personal information, access information and perform many job-related functions. ERPA has helped several customers implement and support Employee Self Service (ESS) and Manager Self Service. The key factors in a PeopleSoft ESS are Fluid deployment, security, and approval workflow. ERPA supports and/or has implemented ESS in the new fluid format for many clients, including Los Angeles Community College District and Florida State College at Jacksonville, and the Lower Colorado River Authority. • Support for installation of PeopleSoft upgrades and releases that the City has available but not yet installed. ERPA will support the City's available, but not yet installed, PeopleSoft upgrades and releases. These will be reviewed regularly with the City's Customer Success Director from ERPA. • Recommendations on optimizing the PeopleSoft System, which may include changes to business processes, expanded use of PeopleSoft functionality and configuration changes, and/or other industry best practices. This may also include "bolt -on" third party products complementary to the software. ERPA follows a "requirements centric" approach when deploying, extending, or optimizing PeopleSoft. This is core to the approach and impacts the full process. Essentially this puts the focus on business practices and the desired outcomes rather than a review of capabilities of the software system (sometimes referred to as feature shopping). This approach always keeps the business goals in focus and provides for a reliable framework for determining success in delivery of solutions. ERPA's support framework accommodates this approach. The Customer Success Director will ensure that an appropriate cadence of communication is established for both functional and technical threads. These meetings will have as a goal, the identification of new business requirements. These requirements can be surfaced through existing issues, pain points, or new organizational goals. Once identified, the process for addressing the business requirement can involve refinement of business processes, introduction of new functionality, or optimization of the existing usage. By keeping the focus on the business requirement, all potential avenues of solution are available for consideration. Experience has shown this to be highly effective. In some instances, the scope of desired change moves significantly beyond the scope of a maintenance framework (e.g., the implementation of a new module). In those cases, ERPA will coordinate a project effort to address those. Given the nature of the change that would require a project, it is beyond the scope of the base managed services agreement and would be defined collaboratively by ERPA and the City. ERPA also engages each client to migrate common (or best) practices between clients to take advantage of the shared experience of its client base. Problems solved for one are evaluated for applicability for ERP Analysts, Inc. 19/10/2021 Page 24 Attachment 3, Page 24 of 99 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services E R PA others and presented for consideration if appropriate. This proactive approach has proved to be very valuable for clients. Use of best practice technology industry standard practices and methodologies for ERP software support services, including development lifecycle, quality control, version control, performance management, etc. As noted in other areas of this response, to be effective and profitable as a managed services provider, ERPA must focus on excellence in two specific areas: customer satisfaction and efficiency. Customer satisfaction is the primary driver for revenue and efficiency is the primary driver for profitability. Both goals are well aligned and work in concert with each other. Some specific areas of focus within ERPA that drive efficiency are the use of standards and best practices. Standards based processes allow ERPA to be able to effectively support multiple clients and drive consistency of outcome across clients. ERPA works to ensure that problems solved, and lessons learned are applied proactively across the supported client base to reduce issues and increase customer satisfaction. Likewise, adopting and implementing industry standards and best practices outside of ERPA's customer experience allows greater efficiencies in delivery which allows the rates to customers to be lower and ERPA to remain profitable. ERPA utilizes a quarterly internal process review cycle that reviews internal practices and compares them to evolving standards in the areas that impact the ability to deliver high quality results in an efficient manner. This includes SDLC, quality control, versioning, and performance management. Changes driven by this process in the past year have included replacing the previous ticketing system with ServiceNow and a move away from MS Project as the project management tool of choice to a cloud -based PM tool (Smartsheets). In both cases, the key decision criteria were how to better serve clients and drive efficiency within ERPA. In these cases, ERPA was able to expand self-service capacity for clients, provide greater insight into project and issue status, and streamline internal processes around timekeeping, billing, and customer responsiveness. • Delivery of PeopleSoft training classes as needed for City staff to use and administer the system. Training is a broad requirement and ERPA has programs and processes that are appropriate for any client need. In a managed services environment, experience has shown that training is most likely confined to "delta" training. This training is targeted toward changes that are being introduced to the user community through upgrades or the introduction of smaller scale initiatives through Selective Adoption. In these cases, ERPA's typical approach is to provide desktop job aids, updates of existing training materials, and provide Q&A sessions for impacted users. Additionally, ERPA practices several tactics to ensure knowledge transfer between ERPA and client staff as desired. Training is a key component of adoption of software, and this is the measure of a successful project. For this reason, ERPA's approach to training is embedded throughout the process and is comprised of several facets. Each of these will be utilized as appropriate for the change that is being introduced. Knowledge Transfer. Throughout ERPA's methodology, there is an emphasis on making sure that our clients are prepared for the time when our functional team completes the engagement and leaves the project. A big part of this is an emphasis on paired resources for each area comprised of an ERPA consultant and client representatives. ERPA consultants work to ensure that the client staff is engaged. One tactic is having the client leads give status updates. The ERPA consultant's role is to ensure that the client staff member is successful. Experience has shown that this brings ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 25 of 99 Page 25 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services /*�0--' ERPA focus and attention to the tasks and ensures that the client lead is engaged and prepared for the future state. Documentation. ERPA provides documentation in a variety of formats that meet different purposes. The detailed design document provides documentation about how the system was configured and what the process is to perform that configuration. This documentation is a "training" document for the power users that will have a need to adjust configuration in the future. Technical and functional specifications are "training" documents to allow the client staff to support any modifications that are introduced. Documents that are more traditionally considered training materials include Job Aids. These documents are concise instructions on how to perform a specific task within the system. These are particularly effective for upgrades where users may have previous experience with the system but may need prompts to get them comfortable with the new system. Traditional Training. ERPA routinely provides customized training materials and delivery for its clients when appropriate. It is unexpected that the scope of this project will require stand up training and it is not within the scope of this response. Should VPA determine that this form of training is desired, ERPA will determine the level of effort and submit an appropriate change order. Traditional training takes the form of self -paced training via written materials or online via computer-based training (CBT). If required, ERPA can author training materials suitable for in -class, stand-up training and provide instructors to deliver if requested. This coursework is customized specifically to each client and will utilize the client's business processes, suitable data, and policies to ensure that the experience will prepare the trainees to be successful in their job roles. Specific training will be determined jointly with the City as those needs arise. • Support for installation of PeopleSoft upgrades and releases that the City has available but not yet installed. The City plans to upgrade to FIN 9.2 during FY22 (before June 30, 2022). ERPA will support the City's available, but not yet installed, PeopleSoft upgrades and releases. These will be reviewed regularly with the City's Customer Success Director from ERPA. Additionally, ERPA can assist with the Finance 9.2 upgrade if required. ERPA has a sound upgrade process, which can be tailored to meet both technical and/or functional needs. 5. FEE PROPOSAL (RFP SECTION III, SUBSECTION 6) The fee proposal must list the total hours, personnel costs, and out-of-pocket expenses for each of the following: Attachment 2, Price List. In addition, proposers are to break those hours down by type of employee that will be assigned to this engagement. ERPA has provided its fee proposal on the subsequent pages. ERPA's pricing is based on the following assumptions: • All work is performed remotely • The City is responsible for providing project management • ERPA will support the City leveraging a global delivery model • City will provide the DBA services • City will perform any required retrofits as part of the PeopleTools and PUM update processes • ERPA's implementation effort for PTF is based on the number of modules per application pillar as provided by City ERPA has also provided a standard rate card that can be leveraged for any additional/out-of-scope work at the City's discretion. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 26 of 99 Page 26 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services 100*.••111111ft� ERPA ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 27 of 99 Page 27 ATTACHMENT 2 Price List If needed: Key personnel intended to be used for work under this contract, shall be certified by the product manufacture as described below. Item # Requirements or Specifications Qualified I Experience I Est. Hours Total Cost 1 Required - Oracle PS Security Patching digh/Med/Lov, No. of Years 1 1st Quarter PS FSMC Security Patch High 15+ 20 $1,800 2 1st QuarterPSHCM Security Patch High 15+ 20 $1,800 3 2nd Quarter PS FSMC Security Patch High 15+ 20 $1,800 4 2nd QuarterPSHCM Security Patch High 15+ 20 $1,800 5 3rd Quarter PS FSMC Security Patch High 15+ 20 $1,800 6 3rd Quarter PS HCM Security Patch High 15+ 20 $1,800 7 14th Quarter PS FSMC Security Patch High 15+ 20 $1,800 8 4th Quarter PS HCM Security Patch High 15+ 20 $1,800 2 Required - PS HCM Tax Updates 1 1st Quarter PS HCM Tax Update High 15+ 25 $2,250 2 2nd Quarter PS HCM Tax Update High 15+ 25 $2,250 3 3rd Quarter PS HCM Tax Update High 15+ 25 $2,250 4 4th Quarter PS HCM Tax Update High 15+ 25 $2,250 3 Optional - Other Products and Services Cost Per Hour 1 Oracle PS HCM PT Upgrade High 15+ 200 $90 2 Oracle PS FSCM PT Upgrade High 15+ 200 $90 3 Oracle PS HCM Application UM Upgrade High 15+ 80 $90 4 Oracle PSFSCM lication (PUM) Upgrade High 15+ 80 $90 5 Oracle PS HCM Service Enhancements -Productivity Improvements High 15+ NA $150 6 Oracle PSFSCMService Enhancements -Productivity Improvements High 14+ NA $155 7 Oracle PS Test Framework Implementation High 6+ 600 $90 8 Out -of -band PS FSMC Security Patch High 15+ 10 $90 9 Out -of -band PS HCM Security Patch High 15+ 10 $90 10 Local or Out -of -Band Tax Updates High 15+ 10 $90 4 Service Categories Cost Per Hour 1 Systems Migration High 15+ NA $125 2 Systems Integration High 15+ NA $125 3 Systems Development High 15+ NA $90 4 Systems Planning (e.g., systems security, business continuity and disaster High 15+ NA $125 5 Break -Fix High 15+ NA $90 6 Enhancements High 15+ NA $90 7 Systems Documentation High 15+ NA $90 8 Systems Testing (test andproduction servers) High 15+ NA $125 5 ERPA Added Rate Card rmi Cost Per Hour 1 Project Manager High 15+ NA $160 2 PeopleSoft Technical Consulting Services High 10+ NA $115 3 PeopleSoft Application Development Services High 10+ NA $125 4 PeopleSoft Database Consulting Services High 15+ NA $125 5 PeopleSoft Functional Consulting Services High 15+ NA $155 6 Cloud Infrastructure Consultinjz Services High 15+ NA $150 7 PeopleSoft Training Services High 10+ NA $150 8 PeopleSoft Technical Consulting Services - Offshore I High 8+ 1 NA $50 9 PeopleSoft Application Development Services - Offshore High 8+ NA $50 10 PeopleSoft Database Consulting Services - Offshore High 8+ NA $50 Type Out of Pocket Expenses Description, Amounts and Etc. of Expense Estimated Cost Software N/A Hardware N/A Other (Please Specify) Travel if required (not anticipated) Billed as Incurred ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 27 of 99 Page 27 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA ICertification Information Certification # Description of Certification, name of Issuing Authority Expiration Date Various Oracle PeopleTools Advanced Developer Expert NA Various Oracle PeopleTools Application Developer Expert NA Various Oracle PeopleSoft Enterprise Human Resources Consultant NA Various MicrosoftCertified Expert Various Prior Experience Customer Name: Description and $ Value of Project 7r— Ph. # Email Contact Name City of Boston PeopleSoft Managed Services, Modernization, & AWS Cloud Hosting ($11.2M) Provided upon request Provided upon request City of Raleigh PeopleSoft Managed Services ($1.1M) Provided upon request Provided upon request CorVel Corp PeopleSoft Managed Services & AWS Cloud Hosting ($1.1M) Provided upon request Provided upon request Lane County PeopleSoft On -Call Support ($20K) Provided upon request Provided upon request Clackamas County Chart of Accounts Redesign, PUM Updates, & PeopleTools Upgrade ($1.6M) Provided u on request Provided upon request Special Instructions: " Valid for 90 Days from date submitted below. �Zc� Signer acknowledges that they have the legal authority to bind entity. Signatu of roposer Unless otherwise specified, all Items quoted are to be new, unused and not remanufactured In any way. Sabrina Stover Proposer must clearly Identify all products quoted. Brand name and model or number must be shown. Print Proposer Name CITY reserves the right to make the award by Item, groups of hems or entire quote, whichever Is in the best Interest of CITY. CFO & COO CITY may reject any Quote not In compliance with the RFP, attachments, and addenda, or If It Is in the best Title of Proposer Interest of CITY. Submitted this day of t7S2021 ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 28 of 99 Page 28 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services E R PA 6. ADDITIONAL SERVICES (RFP SECTION III, SUBSECTION 7) If it should become necessary for the City of Springfield to request the IT software Support Services Contractor to render any additional services to either supplement the services requested in this RFP or to perform additional work as a result of the specific recommendations included in any report issued on this engagement, then such additional work shall be performed only if set forth in an addendum to the contract between the City of Springfield and the firm. Any such additional work agreed to between the City of Springfield and the firm shall be performed at the same rates set forth in the Fee Proposal. ERPA offers a variety of value-added services to its clients such as those outlined below. PeopleSoft Managed Services 0 PeopleSoft Managed Hostinc d— Automated Testing .' Services Staff Augmentation Figure 11 ERPA Value -Added Services Rapid Fluid Deployment Managed Services: ERPA has a robust managed services capability that can provide support for all PeopleSoft systems. The model is flexible and allows for a wide range of configuration to ensure that the services provided map effectively to each organization's requirements. These services include application maintenance, database administration, technical support, functional support, development, and others. Managed Hosting: ERPA provides Amazon Web Services (AWS) hosting services for the PeopleSoft platform. This allows clients to experience many of the benefits of a SaaS model without having to take on the expense of shifting away from the PeopleSoft solution. ERPA hosts the PeopleSoft environment and manages all technical aspects of the solution. This eliminates client concerns around hardware, platform maintenance, patching and other environment tasks and allows internal staff to be focused on ensuring that internal customer needs are met. Automated Testing Services: ERPA provides testing services and support. This includes prebuilt test scripts for delivered PeopleSoft functionality that can be quickly deployed, script development for newly developed or customized pages, and an automation front-end that allows for monitoring, reporting, and execution of tests. This tool also allows for "string" testing (e.g., combining tests so that the output of one flows to the next in sequence). All test scripts are delivered using PeopleSoft Test Framework (PTF). Staff Augmentation: ERPA has nearly 500 US based employees that are focused on PeopleSoft. This group is enhanced established relationships with a network of independent consultants. This combination makes ERPA ERP Analysts, Inc. 19/10/2021 Page 29 Attachment 3, Page 29 of 99 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA possibly the largest PeopleSoft consulting provider in the United States. It means that ERPA can easily meet any staffing needs of its clients. Rapid Fluid Deployment: ERPA rapid Fluid deployment utilizes pre -built analytical dashboards and homepages for employees, managers, students and administrative staff for all PeopleSoft pillars (HCM, FSCM, and Campus Solutions). ERPA's Fluid team first performs an application and user assessment with the client, then configures dashboards and homepages, provides training material, and supports the rollout. 7. REFERENCES (RFP SECTION III, SUBSECTION 8) Provide a minimum of five (5) references for PeopleSoft Services for organizations for whom you have provided similar services. The references should include, at a minimum, the name of the organization, the address, the contact person, title, email address and a telephone number. References cannot include current City Staff. ERPA has provided references below. Out of respect for client privacy, ERPA requests that the City notify us when reference checks will be conducted so that we can provide accurate contact information, as some contacts have upcoming planned leave, and inform our clients. Table 7 ERPA Client References City of Boston Address: Room 703, 1 City Hall Square, Boston, MA 02201 Contact: Provided upon request Project Overview. ERPA provides PeopleSoft HCM and FSCM application support services including system administration and maintenance, database administration and upgrade planning to improve the City's quality and timeliness of services. ERPA is in the process of modernizing the entire PeopleSoft stack which includes database conversion, application upgrade to version 9.2, business process optimization, and migrating to an AWS cloud infrastructure. ERPA will continue to provide PeopleSoft managed services as well as hosting and infrastructure support. City of -• Address: One Exchange Plaza, Suite 900, Raleigh, NC, 27602 Contac. Provided upon request Project Overview. ERPA and the City of Raleigh originally entered into a multi-year PeopleSoft Administration and DBA support contract in July of 2015. We have since expanded our technical and functional services at City of Raleigh, while providing Managed Services support for the Finance and HCM 9.2 environments. ERPA provides remote functional, technical, and DBA support of the PeopleSoft applications to improve business request speed and service levels. We support all PeopleSoft environments for Portal Solutions, HCM, Finance and EPM PeopleSoft pillars which includes, but is not limited to: Tools and PUM Upgrades, Apply PUM updates, Database Administration (Upgraded database from 11g to 12c), PeopleSoft Administration, System Monitoring and Tuning, Scheduled and Ad Hoc Backups and Refreshes, Patch, Tax, and 1099 Update Scheduling and Application, Query Development, etc. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 30 of 99 Page 30 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services E R PA As part of the PeopleSoft Managed Services contract, ERPA updated the City's PeopleSoft Finance PUM image from 9 to 19 then again from PUM 19 to PUM 29. ERPA also updated the City's PeopleSoft HCM PUM image 9 to PUM 20 and is currently updating PUM 20 to PUM 36. In doing so, the City was able to gain new functionality that enabled a later Fluid implementation and remain up to date on PeopleSoft maintenance. ERPA also upgraded the City's PeopleTools from 8.56 to 8.58, a supported version of PeopleTools. ERPA helped City of Raleigh implement Fluid as part its effort to retire its Portal application and modernize the user interface. HCM application was designated as the new application that will act as a substitute for Portal as every Finance user also exists in HCM. Fluid homepages were designed around different business functions in each application and classic navigation was disabled. Address: 111 SW 5th Avenue, Suite 200, Portland OR 97204 Cont&, Provided upon request Project Overview. ERPA initiated the relationship with CorVel through Managed Services in December 2019. Organizationally, CorVel was looking for a vendor that could assist with both functional and technical aspects that are present with the use of PeopleSoft. As a primary contractor, ERPA provides Business Analyst and Functional support services to CorVel as well as PeopleSoft administration, development, and database administration services. ERPA recently entered into a new agreement to migrate the PeopleSoft applications to an AWS infrastructure which ERPA will support the hosted environment and applications for an additional three Address: 125 E. 8th Avenue, Eugene, OR 97401 Contact: Provided upon request Project Overview. The recently released 1099 updates from Oracle negatively impacted the County's PeopleSoft HRMS and Finance environments. ERPA provided on call assistance with the following items: • Successfully generated the two files necessary to fulfill Federal 1099 tax requirements • Provided break -fix support • Provided subject matter expertise on FSCM 1099 process • Resolved data issues and applying data fixes • Worked with Oracle Support to log and resolve software issues • Worked on County's behalf with Oracle/PeopleSoft Support for software issues Address: 2051 Kaen Road, Oregon City, OR 97045 Contact: Provided upon request Project Overview. ERPA was selected in a highly competitive bid to perform in phases a Chart of Account redesign and reimplementation, consolidate SETDS and BUs, convert history, implement Project Costing and A/R billing, implement PY/GI interface, review Benefits Administration, and TAM/CG. In reviewing organizational needs related to better financial control of labor costs and project/activity-specific labor costs, a decision was made to replace a third -party time capture system ERP Analysts, Inc. 19/10/2021 Page 31 Attachment 3, Page 31 of 99 City of Springfield I RFP Number #S2866 /e~l�', PeopleSoft Managed Services E R PA and implement PeopleSoft Time & Labor during the initial project phase and plan for an Absence Management implementation in phase II. Collective Bargaining Agreements and the existing Workforce software were reversed engineered, fit -gap sessions conducted and design documents created for time capture, absence requests and approvals, setup of leave plans in PeopleSoft and migration of all leave balances to PeopleSoft. Additional work in Phase II includes implementing Contracts module, and PeopleSoft Testing Framework. Grants is another area of interest to implement during FY 2022. In parallel, ERPA has developed a payroll to general ledger interface that addresses all payroll -related costs, detailed project costing information, resulting in the elimination of numerous hours spent creating journal entries that addressed the shortfalls of the previous configuration. The County also needed upgrades to their PUM and PeopleTools environments for FSCM to bring the system current. The PUM update was applied to four (4) environments that comprise the production stack of the County's PeopleSoft environment. This update applied all available patches and fixes and installed all newly available functionality. Additionally, the FSCM system required an PeopleTools upgrade to the latest release. 8. ATTACHMENT #3 - SAMPLE CONTRACT (RFP SECTION III, SUBSECTION 9) Attachment #3 — Sample Contract — in your cover letter acceptance of terms and conditions. ERPA has addressed this requirement in its cover letter. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 32 of 99 Page 32 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA 9. SIGNED ATTACHMENT #4 - AUTHORIZATION TO LEGALLY BIND BIDDER (RFP SECTION III, SUBSECTION 10) ATTACIEUENT 4 Authorization to Legally Bind Bidder The person executing this Bid and the instruments referred to herein on behalf of the Bidder has the legal power, right, and actual authority to submit this Bid, and to bind the Bidder to the terms and condit'Zthis Bill. 9: 8 12102 1 (gignature of person authorized to bind Bidder) Dated Sabrina Stover Print Name of Person signing as authorized to bind Bidder CFO & COO Title of Person signing as authorized to bind Bidder ERP Analvsts, Il: Firm Name 425 Metro Place North, Suite 510 Address Dublin, OH 4301" Citr, State, Zip ERP Analysts, Inc. 19/10/2021 (614) 695-6182 Phone (888)432-0204 Fax sabrina.stoverCa ERPA.coni email address Attachment 3, Page 33 of 99 Page 33 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA 10. SIGNED ATTACHMENT #5 - MINORITY WOMEN EMERGING SMALL BUSINESS FORM (MWESB) (RFP SECTION III, SUBSECTION 11) ■1 60REGON MWESBMBE Voluntary Self -Declaration for City Procurement # S2866 or Project No_ P The City of Springfield is seeking infnrrnation on the various business entities that submit bids and proposals for working with the Department. We request that you provide the following information to assist us with evaluating our efforts at reaching the underrepresented sectors of the business and construction couununities_ The Department does not intend to use this data as criteria for selecting the successfiA bidders or proposers for city -funded procurements. For procurements with state or federal DBE requirements, the Department will use the forms and criteria established by the state or federal agency for selecting the successful bidders or proposers. Please include this form with your bidfproposal submittal to the City_ Prime Bidder/Proposer: ERP Analysts, Inc. Business Name= ERP Analysts, Inc. Contact Person: Eric Novak GCB9fPE4/0ther Registration: 694541-98 Business Address: 425 Metro Place -North, Suite 510. Dublin. OH 43017 Business Phone= (614) 932-2493 Please check each boa indicating the business certification type that your firm has with the State of Oregon or the federal government, if any: Oregon Minority-owned Business Oregon Woman-owmed Business VIA ❑ Oregon Emerging Small Business ❑ Federal Disadvantaged Business Enterprise (DBE) First Tier Sub -contractors - For each First Tier Subcontractor, provide the same information, using additional sheets as necessary: ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 34 of 99 Page 34 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services 11. ADDENDA ACKNOWLEDGMENT ERPA ERPA acknowledges receipt of the following addenda, which are included in their entirety on the subsequent pages: • Addendum 1 — 8/19/2021 • Addendum 2 — 8/19/2021 • Addendum 3 — 8/24/2021 • Addendum 4 — 8/30/2021 • Addendum 5 — 9/3/2021 ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 35 of 99 Page 35 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services SPRINGFIELD Goi OREGON REQUEST FOR PROPOSALS Information Technology Dept RFP # S2866 Peoplesoft Managed Services ADDENDUM 41 8/19/2021 100*0=eft ERPA The City of Springfield is hereby amending the above mentioned RFP. The original document can be found on the City's website at www.sprin ield-or. oovv (select CITY> Finance > Purchasing and Contracts then RFP# will be linked to the RFP/ITB page). 1.Question: Where can I attend the Pre -Proposal Conference? Citv's Response: Meeting has been scheduled for 20'° August, 2021 (Friday) from 1:30 PM to 2:30 PM and here is the link: https://tearns.rnicrosoft.com/7/meetuv� ioin/19%3ameetmZ MzVINGFjZGMtMmIhYi00NWJiLWIIYWMtMGNjYWFhODM10GU4%40thread.v2/0?cont ext—%7b%22Tid%22%3a%227014aObb-7532-4f1 b-9cda- 396263970a2a%22%2c%220id%22%3a%226747e82c-e442-42fa-8a11-867e399bd970%22%7d 2.Question: There is mention of attachments in the RFP document but could not find them, where are they located? Citv's Response: All attachments, (Attachment #3 —Contract Template, Attachment 94 —Authorization to Legally Bind, Attachment 45 —MWESB Form) have been added to the city website at the following link https://springtield-or.govlcibliinancelitbrfp/. In the event that it is necessary to further amend, revise or supplement any part this RFP, additional addenda will be posted on the City's website at http://www.sl2rineield-or.aov (select CITY > Finance > Purchasing and Contracts then RFP# 2866 Peoplesoft Managed Services). As stated in the original solicitation, City will make a reasonable effort to provide the addenda to all Proposers who asked to be on the Interested Parties List. This addendum shall be considered part of the specification of the RFP. The City is not responsible for any explanation, clarification, interpretation or approval made or given in any manner except by written addenda issued by City. ALL PROPOSERS SHOULD ACKNOWLEDGE AND INCLUDE THIS ADDENDA #1 AS PART OF THEIR SUBMITTAL PACKAGE. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 36 of 99 Page 36 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services SPRINGFIELD Goi OREGON REQUEST FOR PROPOSALS Information Technology Dept RFP # S2866 Peoplesoft Managed Services ADDENDUM #2 8/19/2021 100*0=eft ERPA The City of Springfield is hereby amending the above mentioned RFP. The original document can be found on the City's website at www. springfield-or.gov (select CITY > Finance> Purchasing and Contracts then RFP# will be linked to the RFP/ITB page). Question: In regards to this statement: "The combined total value ofwork under the initial On Call Contracts should be within $125,000per year". Is the PeopleSoftManagedServices Budget $125kperyear? Inother words, is the City lookingfor a firm to accomplish all items within the RFP Scope ofWorkfor under $125kper year? Citv's Response: The dollar amount referenced here was an error in the document. 6Ye are looking forthe costs ofeach core and optional items to inform the overall budgetfor this activity. In the eventthat it is necessary to further amend, revise or supplement any part this RFP, additional addenda will be posted on the City's website athttp://www.springfield-or.gov (select CITY> Finance> Purchasing and Contracts then RFP# 2866 Peoplesoft Managed Services). As stated in the original solicitation, City will make a reasonable effort to provide the addenda to all Proposers who asked to be on the Interested Parties List. This addendum shall be considered part of the specification of the RFP. The City is not responsible for any explanation, clarification, interpretation or approval made or given in any manner except by written addenda issued by City. ALL PROPOSERS SHOULD ACKNOWLEDGE AND INCLUDE THIS ADDENDA#2 AS PART OF THEIR SUBMITTAL PACKAGE. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 37 of 99 Page 37 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services SPRINGFIELD OREGON 8/24/2021 REQUEST FOR PROPOSALS Information Technology Dept RFP # S2866 Peoplesoft Managed Services ADDENDUM #3 100*0=eft ERPA The City of Springfield is hereby amending the above mentioned RFP. The original document can be found on the City's website at www.springfield-or.gov (select CITY > Finance > Purchasing and Contracts then RFP# will be linked to the RFP/ITB page). 1.Question: Will the City allow for offshore resources? City's Response: Yes, but it should meet the need of prompt response and off business hours support. 2. Ouestion: Does the City currently have, and plan to continue to have Oracle Support? Citv's Response: Yes 3.Question: Will the City conf rm that infrastructure maintenance is the responsibility of the City, and the vendor is responsible for PeopleSoft application changes due to infrastructure changes? City's Response: Yes 4. uestion: Will the City clarify the mandatory scope items as listed in Attachment 1 versus the pricing sheet? For example, training is listed in Attachment 1, but not on the pricing sheet as required or optional? City's Response: Training will be required. 5. uestion: Will the City provide an overview of the PeopleSoft environment including application, PeopleTools and database versions, and modules? City's Response: Please reference the City's response to question #13 below. 6. Ouestion: Will the City provide Attachments 3-5 forvendor review and response? Citv's Response: All attachments, (Attachment 93, Signed Attachment 44, Signed Attachment 95) have been added to the city website, directions can be found in the f rst paragraph of this document. 7. uestion: What is the curre nt size ofyour HCM and Financials Produc tion database ? Citv's Response: HCM Prod DB: 52 GB FSCMProd DB: 40 GB 8. Quest! on: Timings to perform back, restore, clone, etc? City's Response: Prod DBs are backed up every hour; everyday between 8AM-6PMwhich is a total of 77 backups per week for each server. Each day after 6PM, each server's snapshot is uploaded to hosted storage and held indefinitely. Local backups are retained for one month for each server. If the restores are within one month, they're pulled from the local solid state storage on the appliance and running at line speed to the hypervisor it would be restored to. A 40GB restore at line speed over 1 Gb/s should be very fast; probably a matter of a few minutes. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 38 of 99 Page 38 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services 9. uestion: Will the City be responsible for Project 11anagementfor given tasks in the RFP? City's Response: Yes 10.Question: What is your current PUM image for HCM? City's Response: 22 11.Question: How many online users do you have for each pillar? Citv's Resnonse: HCM— 450, FSCM-150. 100*>~ft� ERPA 12. Question: Will the City provide Attachments 3-5 for vendor review and response? Citv's Response: All attachments, (Attachment#3, Signed A ttachmen t #4, Signed Attachment 45) have been added to the city website, directions can be found in the first paragraph of this document. 13. Question: Can the City provide more information on an architecture on an architecture discovery? a. What is the PIA configuration (Web, App, Batch, Search and File Server) for each environment (PROD, TEST, DEV, DEMO, etc.) within each PeopleSoft pillar (FSCM and HCM)? Please see table below i. For each distinct server provide Operating System (OS), OS Version and environments each supports b. Please provide the appropriate database information for each PeopleSoft pillar: Please see table below i. Hardware (i.e. virtualized) it. Operating System (i.e. Windows) iii. Database Engine (i.e. Oracle, SQL Server, DB2) iv. Version (i.e. Oracle 19c, MSSQL 2019) City's Response: Please see the table below; Server DB Windows Function Databases/Domains Hardware Engine OS HCM Prod - DB MSSQL 2012 SP2 DB Server PROD Virtualized 2016 HCM Dev - DB MSSQL 2012 SP2 DB Server DEV, TEST, DEMO Virtualized 2016 HCM Prod — App MSSQL 2012 SP2 App/Web/Proc PROD Virtualized Server 2016 Server HCM Dev— MSSQL 2012 SP2 App/Web/Proc DEV, TEST, DEMO Virtualized App Server 2016 Server FSCM Prod - DB MSSQL 2012 SP2 DB Server PROD Virtualized 2016 FSCM Dev- DB MSSQL 2012 SP2 DB Server DEV, TEST, DEMO Virtualized 2016 FSCM Prod — MSSQL 2012 SP2 App/Web/Proc PROD Virtualized App Server 2016 Server FSCM Dev — App MSSQL 2012 SP2 App/Web/Proc DEV, TEST, DEMO Virtualized Server 2016 Server ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 39 of 99 Page 39 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services 100*0=eft ERPA In the event that it is necessary to further amend, revise or supplement any part this RFP, additional addenda will be posted on the City's website at http://www.springfield-or.gov (select CITY > Finance > Purchasing and Contracts then RFP# 2866 Peoplesoft Managed Services). As stated in the original solicitation, City will make a reasonable effort to provide the addenda to all Proposers who asked to be on the Interested Parties List. This addendum shall be considered part of the specification of the RFP. The City is not responsible for any explanation, clarification, interpretation or approval made or given in any manner except by written addenda issued by City. ALL PROPOSERS SHOULD ACKNOWLEDGE AND INCLUDE THIS ADDENDA #3 AS PART OF THEIR SUBMITTAL PACKAGE. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 40 of 99 Page 40 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services SPRINGFIELD GNP OREGON REQUEST FOR PROPOSALS Information Technology Dept RFP 4 52866 People soft Managed Services ADDENDCai 94 860i2021 100*0= ft ERPA The City of Springfield is hereby amending the above mentioned RFP. The original document can be found on the City's website at www.springfield-or.gov (select CFFY -° Finance , Purchasing and Contracts then RFP# will be linked to the RFRM page) - The rime frame far questions to be submitted has been extended The new deadline for questions to be submitted is now September 1'. After the new deadline of September I": no answers will be provided to submitted questions. In the event that it is necessary to further amend, revise or supplement any part this RFP, additional addenda will be posted on the City's website at http : livww.springfield-or-gov (select CFFY -° Finance> Purchasing and contracts then RFP# 2866 Peopleso$ Managed Services). As stated in the original solicitation, City will make a reasonable effort to provide the addenda to all Proposers who asked to be on the Interested Parties List- This addendum shall be considered part of the specification of the RFP. The City is not responsible for any explanation, clarification, interpretation or approval made or given in any mamer except by written addenda issued by City. ALL PROPOSERS SHOULD AC B tiONVLEDGE AND INCLUDE THIS ADDENDA #d AS PART OF THEIR SU'SAHTTAL PACKAGE. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 41 of 99 Page 41 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services SPRINGFIELD WOREGON 9, 3.'2021 REQUEST FOR PROPOS_-kLS InfomfationTedmolagry Dept RFP a 52866 Pevplesoft Managed Sengces -iDDENDUAL #a 100*.•eft� ERPA The City of Springfield is hereby amending the above mentioned RFP. The ongmal dociu„e„ t can be fiotmd on the City's website at ks { v.spriagfield cc_ goy (select C'II'S.' ::, Fivaace :> Purchasing and Contracts tin RFP' u�ll be loll edl to the RFP IIB page). 1. estion: In RFP OS2866 Part 3: P�tposal Submission Requirements, the caty is requesting that the cover letter include "a stafenwnt of Hee firm's abi&ty to begin work Ocfober 1, 2021". TTegeneralty requestjour weeks aft`er- the notice ofaward to get clic necessary resources in place_ Can ynupbmue cory7 m tf an Ck-mber 1sf staff date i a mandatory- requirement to be cousid d for as+vrd offhis contract? City's Ri'sponse: The city needs work to begin on October 1st 2021. 2• scion: hill the 04: provide a list of modules per pillar's Ory's Response: Yes, this was provided in the adderOum 3 • soon: Haw does the Cri}° i+ant any exceptiow to Nee sample contract to be outlined in the cover tetter? firy's Response: Connuctwiff be negotiated, and exceptions cons2dere . after vendor has been selected. 4 •Question: Is the Cityplanning to revise .the pricing sheet to include required activities tike training? Can vendors make changes to theprzoingsheet? Citv's Response: Yes, we wilt provide an updatedprtcingsheet. Iffheproposer wants to submit a6utional information, we swill consider reviewing it_ However, allproposed casts must be included in the Cit}vpronded pricing sheet: 5. scion: lfillthe 09y clantfy the cerhficattons section ofthepricing sheaf? Cit Vs Rt'sponse: Yes, please see revisedpricing sheet 6. estion: Frouuldthe Cify=please provide a listing of the caawnt PixTI&W applications that are inprodurtion? cits-'s Rissponse: Yes, this wasprowded in the addendum estion: Would the OVpleareprowidethe ctmeletPeopleSoftApplication Fersions,PeopleTaois l7ersioras, and PT.14I l'ersionsp Ci -'s &Manse: Ye, this wasprowded in fhe addendum S. estiora: How is the C4ty's current PeopleSoft sl,sfem currently being supported" Gt3's Response: 1_5 FTE internally and business partners contractforsecair7Vpatchas, regulatrary eompliaMce (tax updates), and PeopleTools upgrades. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 42 of 99 Page 42 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services 100*.•eft� ERPA Question: Does the Cit}' have any internal resources who currenth complete these tasks"Are they available for knanledgoe transfer as needed? City's Response: Yes once a vendor is selected_ 10,Question: flillthe current Cite PeopleSoftsupportresourcesparticipate in the eurecution of arW of these feature updatesiapplicahom ofpatches." 'City's RfVonse• Yes 11,Question: Does the Cit}v currently have a Peop1e3* Mnnag Services cvntmct in place with a consulting services 1n adder.^ If it does, how long has that contract been ire place? Cyn -'s Response: Yes, for the lastfew}ears_ 12.Question: The RFP states— "Iderrt6,whether yvu quaYA— as a resident bidder as described in ORS279A_120 (1) (b) and ifyou are licensed to do business in She State of Oregon- Is it a requiiementfor an entity° to be a resident bidder in order to submit an RFP response? fm's &Monw: Itis not a requirermmtto be a resident bidder but all vendors will need to identrfs- ifthay have resident bidder status or riot_ The city will comply with the resident bidder stabs requirements as listed in the ORS guidehnes listed below; (t or thepurposes ofa4 ar&ng apublic contract, a contracting agency shall_ (a)Cnw prefwence to goods or services that have been manufactured or produced in this shale ifprice, fitness, availability and quality are otherwise equal, and (b, 9W a percent increase to the bid of a nonresident bidder equal to thepercent iany, of the preference given to the bidder in the state in which the bidder resides. 13.Question: R illthe 09y consider extending the due date of the RFP;+espouse submttal? CSty's Response: No, unrfortunateh- we cannot: 14. estiau: Please describe any current issues in managing and sTportingyour apphc a fon erevimnments? CStv's Response: This will be addressed with the selected vendor_ o Time zones and communticatton o Response time o Availability ofConfinuaus support 15. estiou: Fhat PeopleSoftModules ane you utilizing in HCid and FSCM?? City's Remponw: HCD.f o Human Resources, Benefits, Payroll, FBenefts, EFrofile, EPW Enterprise Financials, PY-O ect Costing, Purchasing 16 estion:Isyourmatnt�narrcecrrrrentuith 07ricle? Cytr's Response• Yes 1_Question. Is database only° MS'SQL or do you also have Oracle DS?Ifso, where is it used: City's Response: Only hf.S' SQL 18. estiau: Describeyour application, widdhn4vre, and database licouing entitlemend CSn' S 9iiRolnse: Pre wtllprokide this detailed information km have selected and vetted a venflor_ 19. estiou: MTat type isy+aur appiicatfon service our ofthefollouing— Oracle Application Seaver or Oracle MebLogic or L%Vf WebSpheW Cm's Response: We iiillprovide this detailed information we have selected and vetted a vendor_ ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 43 of 99 Page 43 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services 100*.•eft� ERPA 20. scion: What languagefs) is the system required to support' City's Response: English 21. soon: Haw many production migrr awns do voujvfbrm »jam th4- City's Rksponse: Depemis on multrple factors such as securftvpatching and regulator}° compliance- 22.Question: Mtatare your current Batch Morliloads? City's Response: Me wYd 1n nwide this detailed 2rforxriahon w+e have selected aril vetted a weeedov. 23.Question: Please descrdbe any near-term Projects' City's Response: Me well pp-owide this detm led it foo xrianon we have selected and vetted a vendor. 24.Question: How marry custom programs do your leave? Utfs Response: Onto one, Timecard 2S.Question: How marry interfaces do you have? f ig's Response: We will pr owide this infornratian to the selected and wetted vendor.. 26Question: Areyon using arty third party enterpnse applications like k:ronos, h}perion, etc.? Ciq's Response: No 27. estion: For Secfion_ff—Proposal Requirements Section, is the City expecting a statementfor 7 Additional services' It seems as though if is a statement instead of requesting a response. Cm's Response: Yes, these can be added fio theprzcing sheaf and additional irrformation can be prorided for consideration. Please node that Additional Services mast be listed in the price sheet to be cant er+ed. 28.Question: Rr the FS Test FrameworkImplementafion, can the ciV descrtbe what fhe scope offhis would invoNe' (i -e- bothpillam, do you have the test scripts but would }'err want test cases created in PDF etc.) Cm's Response: Bath pillars and no implementation has occurred fo date. The City does not c urrenrt ,- have test script,_ 29.Question: ,9fler rerieu7ng documentafion, we just wanttopoinf out that the cityfor future reference that Stere enrglir 7iot be a certified upgrade path from 9-1 to 9.2 using fools 8-.18.06 City'sResponse: Old fhank.om for the information. In the eve that it is necessary to fiuthet amend- ienYse of mVplement any part this RFP, additional addenda will be posted on the City's website at httP:.-.` ww. sspfiuQfield-of. goy (select CITY :> Finance::, Purchasing and Contracts then RFP# 2866 Peopleso#t Nianaged Services). As stated in the original solicitation, City call mala a reasonable effort to provide the addenda to all Proposers who asked to be on the Interested Patties List- This addendum shall be considered pall of the specification of the RFP. The City is not responsible for any explanation, c1mificaticn, interpretation or approval n-iade or giti-en is any .,onn except by vendor addenda issued by City- .UL it - ALL PROPOSERS SHOULD AC1L\O%11XDGE AND r�C'U DE TM ADDENDA 41 AS PART OF THEIR SUBNI i'AL PACYti 1GE. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 44 of 99 Page 44 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services 12. APPENDIX A: RESUMES 12.1 ACCOUNT MANAGEMENT 100*0=eft ERPA 12.1.1 RANDY PARTAIN - CUSTOMER SUCCESSS DIRECTOR Randy has over 20 years of consulting, project management, systems analysis, systems integration, training, testing, and account management experience. He has held both functional and technical roles, including service delivery manager, project manager, program manager, team lead, and systems integration lead. Technical experience includes: • Previous experience with server administration (Unix and NT Application, Web, and Process Scheduler Servers for PeopleSoft ERP applications) • Previous exposure to Visual Basic 6.0, Java 2, XML, HTML, C and C++ • Previous experience programing in SQR, SQL and Crystal Reports • Extremely quick to learn new software products • Adept at explaining difficult technical concepts to non-technical audiences Professional Experience ERPA, Director of Customer Success Jan 2018 — Present • Primary point of contact for clients, managing the customer relationship and success with Managed Services and Managed Hosting • Prioritizing and communicating status on items tracked within the ticketing system • Proactively scheduling maintenance and other regular tasks by coordinating customer and managed services work queues • Conduct periodic customer visits to understand their environment, business needs, and culture • Establish and participate in customer project steering committee meetings • Share customer success reports with executive sponsors and technical team members at customer • Develop customer engagement and customer outreach strategies • Streamline operations, measurement of operational efficiencies, enhance service desk operations • Develop quality metrics measurement, create standard operating procedures, develop customer dashboard reporting IBM, Service Delivery Manager Aug 2004 — Jan 2018 • Program manager for cros40racle internal projects, responsible for eight (8) project managers who are working on dozens of projects and internal initiatives • Managing customer satisfaction and main point of escalation for cloud delivery issues • Entrusted with managing high profile accounts such as United States Coast Guard, United Nations Development Programme, Children's Hospital of Los Angeles, Merrill Lynch, Pew Charitable Trusts, Universal Orlando, and Caribbean Financial Group • Project manager for upgrades, patching, tax updates, and customer maintenance activities • Proactively monitoring and tracking critical issues while analyzing issue trends over time • Training customer SMEs on the use of IBM issue tracking tools, processes, and procedures • Providing detailed root cause analysis for chronic issues and mission critical incidents • Managing improvement plans and updating customers via status calls and presentations Applications on Demand Business Process Lead Aug 2004—Jul 2008 • Business Process Lead for major IBM accounts • Project manager for customer facing and internal technology projects • Analyzing and troubleshooting technical and functional issues and developing solutions • Planning and coordinating software upgrades for customers ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 45 of 99 Page 45 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services 100*0=eft ERPA • Performing analysis and then developing software customizations to meet customer needs Robert Half International, Systems Analyst Team Lead May 2001 — Aug 2004 Financials Production Support Team Technical Lead Nov 2002 — May 2004 • Managing a production support team of five (5) developers and six (6) business analysts • Providing detailed analysis for production support issues and custom financial reporting • Working with end users to prioritize system change requests and critical production issues • Project manager for PeopleTools 8.4.0 to 8.4.3 upgrade Technical Lead, PeopleSoft Financials 8.4 Upgrade Jun 2002 — Oct 2002 • Creating and managing technical work plan for PeopleSoft 8.01 to 8.4 Upgrade • Managing a team of three developers during upgrade and testing • Configuring NT process scheduler servers, Unix application servers, and WebLogic 6.1 Senior Software Developer May 2001 — Jun 2002 • Creating complex Asset Management reports using SQR, SQL, and Crystal • Automating report distribution and printing using Visual Basic and AutoSys • Requirements analysis and development using PeopleCode, PeopleTools, SQR and Crystal • Analysis and troubleshooting for critical issues and developing timely solutions ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 46 of 99 Page 46 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services E R PA 12.1.2 ERIC NOVAK -ACCOUNT DIRECTOR Customer first focused Account Executive with 20+ years of proven success in solution selling techniques and strategies for building a strong client base. Enterprise sales conducted to C -Level suite to enhance their technology investment leveraging Channel Partnerships, Subject Matter Experts, and past customers to attest to the level of service received. Manage all interactions externally and internally to ensure communication transparency, and expectations are met. Skills Strategic Planning I Account Management I Management Consulting Services I Training & Employee Development I Consultative & Solutions Selling I Needs Analysis I Cross -Functional Team Leadership Change Management I ERP Implementation & Upgrades I Application Support I Hosting I Cloud Business Intelligence I Big Data I Business Transformation I Oracle PeopleSoft I AWS I Cloud Migration I Microsoft Azure I Negotiating & Conflict Resolution I Relationship Building I Client Success Management ERPA Group, Inc. — Denver, CO Aug 2013 — Feb 2017; Jan 2019 - Present Vice President of Sales, Mountain West Territory Sold to enterprise organizations of 1,000+ employees calling on all layers of management, including the C -suite. Lead complex sales cycles while managing prospects and internal staff. Provide support for Trade Show and perform public speaking for regional user group conferences. Collaborative Solutions, Inc. — Tampa, FL Feb 2017 — Sep 2018 Regional Sales Manager — Higher Education, Public Sector & Nonprofit, South Responsible for 11 states in the southern territory. Sold all Enterprise organizations (1,000 to 2,500+ employees) calling on C -Level Executives. Led complex sales cycles and managed multiple, concurrent deals maintaining accurate and timely customer, pipeline and forecast data. Robert Half Technology — Tampa, FL Jul 2012 — May 2013 Account Executive Full -Desk recruiting services including marketing for new clients with call points to Hiring Managers and Senior Level Executives; working with Candidates to administer and arrange introductions and training for job qualifications and interviewing skills. Responsible for all activities for entire Tampa IT Division (Sales, Recruiting, Management). Provided essential market knowledge to clients on a weekly basis. Kforce, Inc. —Tampa, FL Jul 2011 —Feb 2012 Business Development Associate Identified potential client business and cold -called for new business development for recruiting services. Trained and developed new team members. • Ranked #1 and received several Top Producer Awards: Hit quota first month on the floor. • Supported 13 Account Managers simultaneously • Responsible for setting meetings that translated into 7 approved contracts and assisted in the growth of an AE who achieved #2 ranking in all sales nationwide. Other Related Experience Tampa Wire & Insulation — Tampa, FL 9 years Managing Partner Sold all Essex products specializing in Magnet Wire and Brownell provided insulation products. Managed all daily sales activity, purchasing and accounting activities. Managed OEM accounts (General Electric, etc.) and motor repair shops. Education • Executive Masters in Business Administration — 3.8 GPA — University of South Florida, Tampa • Bachelor of Arts in Marketing — University of South Florida, Tampa (2005) ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 47 of 99 Page 47 City of Springfield I RFP Number #S2866 /*~` PeopleSoft Managed Services E R PA • Studied Abroad — China (Summer 2010) Certifications • Oracle Cloud Infrastructure 2021 Sales Specialist • Oracle PeopleSoft Campus Solutions 9 Student enrollment Certified Implementation Partner • Oracle PeopleSoft Financials 9.2 Sales Specialist • Oracle PeopleSoft Human Resources Certified Implementation Specialist • Oracle PeopleTools Sales Specialist • Oracle Business Intelligence Enterprise Edition Specialist • Oracle BI Applications Specialist • Oracle Database 12c Specialist • Oracle Cloud Specialist • Google adwords ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 48 of 99 Page 48 City of Springfield I RFP Number #S2866 /*~` PeopleSoft Managed Services E R PA 12.2 CENTER OF EXCELLENCE 12.2.1 AL HOWARD - PEOPLESOFT ADMINISTRATOR Albert is an experienced PeopleSoft System Administrator and team leader with strong and solid implementation and troubleshooting skills. Strong with virtual infrastructure provisioning in both cloud and dedicated hardware environments. Frequently approached by peers and team members to assist with problem solving in a wide spread of areas within the PeopleSoft and supporting infrastructure systems. He is currently working on infrastructure design and rollout for new PeopleSoft Campus implementation running on AWS. Have completed non -production and preproduction rollouts and working on high availability production rollout leveraging AWS multiple availability zones, S3 and other available AWS specific and generally available processes. He is pursuing AWS Solutions Architect certification. He also has extensive experience in PeopleSoft technical development. Skills • PeopleSoft Internet Architecture • Virtual Infrastructure Provisioning • Cloud Solutions • Change Assistant including PUM. • PeopleTools • PeopleCode • Application Engine • BI Publisher • SQR • COBOL Professional Experience ERP Analysts, Inc. Aug 2019 - Current Lead PeopleSoft System Administrator • Supported successful migration of hosted PeopleSoft Campus and HCM systems to Amazon Web Services. Migration was completed in four months. • Worked with teams to design new architecture, deployment of new web, application and process scheduler domains. • Recommended server provisioning updates and environment designs. • Load balancer configurations. • Specialized configuration of Jolt Relay to support Touchnet connection with PSConnect. • Planning out and provisioning new domains through review of legacy configurations and redesign of infrastructure to leverage AWS methodologies. • Configuring Weblogic for SAML single signon. • Providing ongoing support of hosted PeopleSoft systems. • Incident response • PeopleSoft instance refreshes. • Troubleshooting system issues. • Coordination of service requests and resource assignments. • Application of patches and updates (PUM). • Monitoring and performance improvement. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 49 of 99 Page 49 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA Ciber Global, LLC (Troy, MI) Jun 2017- Aug 2019 Delivery Manager — PeopleSoft System Administration (Managed Services) • Managing four US Based remote system administrators and co -manage the overall Ciber Oracle Managed Services Operations group. • Provide direction to offshore based PeopleSoft system and network administration team. • Responsible for provisioning of virtual servers for dedicated and cloud -based infrastructure for multiple clients. • Provide direction to network teams for load balancing and firewall management. • Guidance to team members on standard documentation requirements for operating procedures and quality assurance. • Assisting with complex troubleshooting of incidents and service requests. Ciber Inc. — Denver, CO (multiple positions) Jul 1999 - Jun 2017 Delivery Manager — PeopleSoft System Administration (Managed Services) Dec 2016 — Jun 2017 • Managing four US Based remote system administrators and co -manage the overall Ciber Oracle Managed Services Operations group. • Provide direction to offshore based PeopleSoft system and network administration team. • Responsible for provisioning of virtual servers for dedicated and cloud -based infrastructure for multiple clients. • Provide direction to network teams for load balancing and firewall management. • Guidance to team members on standard documentation requirements for operating procedures and quality assurance. • Assisting with complex troubleshooting of incidents and service requests. PeopleSoft System Administrator (Managed Services) Nov 2013 - Dec 2016 • Lead PeopleSoft system administrator. Had some management level responsibilities. • Incident and Service request response for multiple hosted PeopleSoft clients. Resolving issues such as services down or not responding as expected, performing migrations and updates, cache clears, performance monitoring and tuning. • Responsible for provisioning of virtual servers for dedicated and cloud -based infrastructure for multiple clients. • Maintenance of load balancers for high availability and security. PeopleSoft Technical Consultant - Technical Lead Sep 2011- Nov 2013 • Lead developer for implementations of PeopleSoft HCM and Financials systems for two public sector clients. Leading a team composed of onsite/offsite US/offshore resources. • Solutions architecting for client custom requirements including identifying alternatives to customization, recommending minimum impact customization where needed, developing technical design documents and assigning work, along with performing customizations. • System installation and administration/guidance for HCM and Finance. • Assisting with data conversion efforts using tools such as SQR and Excel to Cl. • Conducted training classes on development, installation and system maintenance. PeopleSoft Technical Consultant Jul 1999 -Sep 2011 • Identification and architecting of custom or non -custom alternative solutions to client unique business requirements for implementation of PeopleSoft HCM and Finance. • Custom development of solutions using PeopleTools, PeopleCode, SQR, Application Engine, COBOL. • System installation and maintenance on local hardware. • Performing upgrades and patch maintenance using Change Assistant. • Project migrations. • System performance tuning. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 50 of 99 Page 50 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA Business Information Technology, Inc. — Concord, CA Jul 1992 - Jul 1999 PeopleSoft Technical Consultant • Identification and architecting of custom or non -custom alternative solutions to client unique business requirements for implementation of PeopleSoft HCM and Finance. • Custom development of solutions using PeopleTools, PeopleCode, SQR, Application Engine, COBOL. • System installation and maintenance on local hardware. • Performing upgrades and patch maintenance using Change Assistant. • Project migrations. • System performance tuning. County of Kings — Hanford, CA Mar 1985 - Jul 1992 Programmer Analyst • Technical project management for implementation of PeopleSoft HCM system with Payroll. • Worked directly with PeopleSoft on several system customizations needed to accommodate public sector specific requirements. • Learned to work with one of the earliest implementations of PeopleSoft with minimal training and heavy custom requirements. • COBOL/CICS programming for several county in house developed systems. US Department of Air Force — McClellan AFB, CA Jan 1982 - Feb 1985 Computer Programmer • Maintenance of in house developed COBOL based systems used by DOD logistics systems for the Air Force. Education & Certifications • Bachelor of Science: Business — Management Information Systems. 1984 • Amazon Web Services Technical Professional Accreditation • Pursuing AWS Solutions Architect Associate Certification • PeopleSoft Technical Developer (legacy) ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 51 of 99 Page 51 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services E R PA 12.2.2 WING WONG - PEOPLESOFT ADMINISTRATOR Mr. Wong has over 20 years of PeopleSoft experience with more than 10 full life cycle or partial implementation/upgrade experience from PeopleSoft Applications v5.x, v6.x, v7.x, v8.x, and v9 for HR, FSCM, PA and CS including technical infrastructure design, Legacy Systems conversion, PS Applications re -design, modifications, development, upgrade and production support on Oracle 9i, 10g, and 11 g/UNIX, DB2/zOS, and MS SQL Server database platforms. Able to perform the following roles on the project: PeopleSoft HR and FIN/SCM Technical Infrastructure Architect; PeopleSoft FSCM, HCM, ELM Systems Administrator/SQL Server DBA; PeopleSoft Applications AP, GL, AR, PC, BI, PO, INV and EX Technical Specialist; PeopleSoft FSCM Applications Developer. • Excellent technical knowledge and skills with PeopleSoft PeopleTools, PeopleCode, Application Engine, COBOL, SQR, Crystal Report, nVision, SQL, Tuxedo, WebSphere, and WebLogic. Excellent knowledge and skills with Cybermation ESP Batch Scheduling application. Excellent knowledge of DATACOM/MVS, ORACLE/UNIX, SQL Server/Win2000, and DB2/zOS Databases. • Excellent analytical and problem -solving skills. • Excellent PeopleSoft applications troubleshooting and debugging technique. • Functional knowledge of PeopleSoft AP, AR, GL, BI, PC, AM, EX, PO, IN modules. • Experienced using HP Quality Center and Mercury LoadRunner to perform PeopleSoft online testing and online performance tuning. • Knowledgeable and experienced with CICS, DBCICS, ROSCOE, TSO, IBM MVS Mainframe, UNIX, Linux, USS/zOS, Windows 2003 and Citrix environments. • Proven success in delivering large projects • Languages: COBOL, SQR, PeopleCode, Application Engine, PL/SQL, SQL, JCL, JavaScript, HTML • Platforms: Windows 2012/2008/2003/2000, UNIX, LINUX, MVS, z/OS, z/OS USS, MS DOS • Databases: SQL Server 2016/2014/2012/2008/2005/2000, Oracle, DB2, MS Access Tools: PeopleTools, CICS, DBCICS, ROSCOE, TSO ERP Analysts, Inc. Dec 2017 — Present PeopleSoft Technical Consultant Working on ERPA managed services projects. Ciber Global LLC, an HTC Global Company Dec 2014 — Oct 2017 PS Admin/SQL Server DBA • COMS — Ciber Oracle Managed Services, cloud -based Infrastructure and applications hosting and management provider, with 24X7 services, that support Oracle ERP solutions such as PeopleSoft and Oracle EBS Daytona State College Dec 2014 — Jun 2017 PeopleSoft System Administration/SQL Server DBA and Infrastructure support • Managed cloud base infrastructure including server provision and sizing. • Installed PeopleTools 8.54.x and PeopleSoft Applications PA, HR, FSCM, CS on cloud servers. • Installed MS SQL Server software on cloud servers. • Created/cloned/restored PeopleSoft database instances as per client or project team requests. • Created/set up PeopleSoft DR environments on different cloud base datacenter and made sure all DR environments functioning as required. • Designed/Coded SQL Server database refresh automation scripts for nightly auto refresh. • Technical lead for Daytona State College cloud base server Windows 2008 to Windows 2012 upgrade • Configured Student Cleaning house on Integration Broker for Daytona State College ERP Analysts, Inc. 19/10/2021 Page 52 Attachment 3, Page 52 of 99 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA • Set up/configured Student Administration Integration Pack (SAIP) for Daytona State College • Set up/configured ADFS for Daytona State College • Set up XMLLINK GL Journals upload for Daytona State College • Conducted Performance tuning on Daytona State College PeopleSoft SQL Server production databases. • Performed rapid response and evaluation of system operational issues. • Resolved technical issues reported by clients, also resolved some functional issues in the first 6 months after the system went live. City of Tallahassee Jan 2016 — Oct 2017 PeopleSoft Systems Administration and SQL Server DBA • Supported implementation project team database activities requests during normal business hours as SQL Server DBA • Reviewed and tuned custom SQLs in custom AE code during development and system test stage of implementation. • Performed rapid response and evaluation of system operational issues. • Monitored production databases performance and conducted production databases performance tuning after HCM & FSCM systems went live at City of Tallahassee. Florida State College at Jacksonville Jan 2016 — Jun 2017 PeopleSoft Systems Administration and Infrastructure support • Setup XMLLINK GL Journals upload Performed PeopleSoft project migration as requested. Performed rapid response and evaluation of system operational issues. Manatee County School District Apr 2016 — May 2017 PeopleSoft System Administration and SQL Server DBA • Installed PeopleTools 8.55.x and HCM 9.2 & FSCM 9.2 on Manatee school servers. • Created HCDMO92 & FSDMO92 databases • Setup Application server, Webserver, and Process Scheduler server for HCMDMO92 & FSDMO92 environments Highmark, Blue Cross Blue Shield of Pennsylvania, Pittsburgh, PA Jan 2013 — Nov 2014 IT Systems Analytic Consultant • Worked closely with Business analysts to analyze Health care requirements and regulations to develop functional and technical specifications for billing and account receivables applications. • Designed technical specifications, coded, and tested interface programs for Highmark Individual Billing, Medicare conversion and Health Care Subsidy requirements in PS AR using PeopleSoft Application Engine, PeopleCode, SQR and PL/SQL • Technical lead for PeopleTools 8.53/AR 9.2 upgrade project, responsible for reviewing compare reports, weaving custom objects with PeopleSoft delivered objects after the migration of upgrade project. • Responsible to handle/fix all upgrade technical issues related to PS Accounts receivables Advent International, Boston, MA Nov 2012 — Dec 2012 PeopleSoft Systems & Investran System Administrator/SQL Server DBA • Supported daily PeopleSoft systems and Investran systems daily operational activities. Abercrombie & Fitch, New Albany, OH Jul 2012 — Sep 2012 PeopleSoft Administrator • Served as part of the A&F PeopleSoft HCM 9.1 Upgrade team to perform upgrade tasks such as applying Maintenance packs, Move -to -Production activities, etc. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 53 of 99 Page 53 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA • Provided support for A&F PS HCM 9.1 upgrade project team's development and testing activities as directed and needed. • Responsible for documentation for deliverables and knowledge transfer as appropriate and directed. • Analyzed long running SQLs and conducting performance tuning for online and batch processes. Advent International, Boston, MA Oct 2011 —Jul 2012 PeopleSoft Systems & Investran System Administrator/SQL Server DBA • Served as part of the Advent International PeopleSoft Financials 9.1 Global Rollout Project Team. • Maintained Advent International PeopleSoft Financials 9.1 Test and Production systems/databases integrity and availability. • Implemented HTTPS secure sign on for all Advent's PeopleSoft environments • Performed PeopleSoft TEST databases refresh from production as needed. • Performed PeopleSoft project migrations from DEV > TEST > UAT > PROD on weekly basis. • Supported Investran implementation project and performing Investran databases refresh as needed. • Applied Hot fixes to Investran databases. • Responsible for enforcing/executing Advent International PeopleSoft Production Change Control methodology and procedure. • Performed PeopleSoft Non-Unicode to Unicode database conversion. • Set-up Integration Broker for Voucher XML upload and WSDL service for ImageNow interface • Monitored UC4 scheduling tool batch processes. Education, Certifications & Training • Associates Degree, Certificate in Computer Science, University of Regina, SK, Canada, 1992 • PeopleSoft Training, Data Management, PeopleTools upgrade • PeopleSoft Training, PeopleTools II, PeopleSoft Configuration and Administration, and PeopleSoft Web Client • PeopleSoft Training, PeopleTools I, PeopleSoft Query and Crystal • GUI/Client Server • Systems Testing and Quality Assurance Techniques • Data Processing • Certificate in Continuing Education —Administrative Development ERP Analysts, Inc. 19/10/2021 Page 54 Attachment 3, Page 54 of 99 City of Springfield I RFP Number #S2866 /*~` PeopleSoft Managed Services E R PA 12.2.3 MILIND ENGEDY- PEOPLESOFT ADMINISTRATOR 15+ years of successful IT Career in various roles like Technical Support Manager, Technology Architect, Team Lead, ERP administrator • Currently working as PSAdmin Support Manager. Responsible for driving the Customer Support from offshore within the organization. Engaging with stakeholders and supervising internal, external and third party relationships • Conducting status / progress meetings with team members and the business, provide status updates on project(s) / deliveries stakeholders • Ensuring all tickets are resolved in a timely manner and contribute to customer service excellence by adhering to SLA norms. • Amazon AWS Certified Solutions Architect. • Coach team members to provide customer -centric support that solves the problem, considering customer preferences. • Strong customer handling skills. • Contributed to CoE and practice growth by working with Client Partners in identifying the new opportunities and identify resource needs ITIL V3 2011 Foundation certified. Good experience in handling escalations and take complete responsibility and ownership on all critical/major issues to get logical closure Onsite project delivery experience, worked in Canada for a retail client on an implementation project. • Responsible for delivery of a project migrated from on -prem applications to Amazon AWS. • Worked on in-house automation tool integrated with AWS. • Currently working on Managed services of infrastructure and applications of leading universities like DSC, FSCJ, ALASU. • Experience in Designing the PeopleSoft infrastructure for implementation projects. • Worked on in-house automation project employing Dockers, Jenkins and ELK stack. • Worked with HR and Hiring teams in attracting and retaining the right talent and timely fulfilment of resource needs. • Flair for research, presented research papers in various national and international conferences. • Experience in Incident management, Problem management and Change management. Professional Experience Company: ERPA Group Dec 2017 - Till date PS Admin Manager • Responsible for driving the Customer Support from offshore within the organization. • Engaging with stakeholders and supervising internal, external and third -party relationships • Conducting status / progress meetings with team members and the business, provide status updates on project(s) / deliveries stakeholders • Currently working on Managed services of infrastructure and applications of leading universities. • Leading a team of Infrastructure Admins handling various PeopleSoft projects which includes support services and Upgrade projects. • Mentor and guide the mentees and successfully running the various ERP support and maintenance projects. • Worked on ActiveGenie and in-house automation platform that integrates with for managing AWS infrastructure. • Worked on migration of infrastructure and PeopleSoft applications of ALASU from third party datacenter to AWS cloud. • Work with the infrastructure team to procure the software hardware as required. • Look for opportunities to expand our work base to cloud infrastructure. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 55 of 99 Page 55 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA Client: One of the leading Financial Institutions in the US Feb 2019 - Till date Project Title: ActiveGenie Automation. Description: ActiveGenie is a proprietary tool to automatically effectively manage the resources on the AWS cloud, the resources include, the servers, network, databases etc. • Write automation scripts for provisioning, bounce the services, server reboots etc. • Used Chef to manage the infrastructure. • Design instance strategy based on the requirements. • Support during System Integration Testing, UAT. Company: Infosys Limited Feb 2016 - Dec 2017 Technology Architect Project Title: PeopleSoft Financials 9.2 Application Upgrade Client: One of the leading Financial Institutions in the US Description: This is a PeopleSoft FSCM 9.1 upgrade 9.2 version. We have employed the PUM methodology for upgrading their financial applications • Worked onsite in Canada. • Design instance strategy based on the requirements. • Create the PeopleSoft Application instances like Development. • Upgrade Test Moves from 9.1 to 9.2 • Upgrade the applications to the latest available releases using PUM images. • System Integration Testing, UAT, Production. • Work with the infrastructure team to procure the software hardware as required. • Support during System Integration Testing, UAT. Company: Infosys Limited Apr 2015 - Jan 2016 Technology Architect Project Title: OFPSF — PeopleSoft Financials Implementation Client: One of the leading Food Retail group in Canada Description: OFPSF is a PeopleSoft Financials implementation project, where in the client is migrating from their legacy Financial system to PeopleSoft. We are assisting the client with this implementation and integration of the system with the third -party payment systems and other dependencies • Design instance strategy based on the requirements. • Create the PeopleSoft Application instances like Development. • System Integration Testing, UAT, Production. • Upgrade PeopleTools 8.54 to 8.55 • Upgrade the applications to the latest available releases using PUM images. • Work with the infrastructure team to procure the software hardware as required. • Support during System Integration Testing, UAT. • Implement Oracle SES and integrate with PeopleSoft, Install User Productivity Kit and integrate with PeopleSoft. • Work on PeopleSoft Test Framework. • Assist the team during troubleshooting. AT&T Global Services Senior Technical Consultant 4 years AT&T Global services are a multi -client hosting environment where in we support more than 70 clients to run their businesses spanning across verticals like HRMS, Finance CRM. We maintain various Oracle ERP products and our COE looks after PeopleSoft business. Role: Client Technical Lead ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 56 of 99 Page 56 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services 100*0=eft ERPA • Primary technical resource for multiple clients. • Faster resolution of day-to-day support tickets. • Proactive in working on the issues/tickets which might breach the SLAs. • Holding meetings on regular basis to review aging tickets and taking measures to improve customer experience. • Worked closely with client and participated in weekly calls to address business critical cases. • Concentrated on building the knowledge base and conducted, facilitated training sessions per business requirements. • Conducted technical trainings to the Clients to familiarize them new enhancements in the product. • Worked with database, platform, storage and network teams to resolve day to day issues on performance, platform, storage and network/firewall. • Maintained/Configured PeopleSoft application, web and process scheduler servers for various clients. Mentor subordinates and new joinees to familiarize them with the business process. Driven performance tuning and troubleshooting that requires multiple team collaboration. Worked with internal application engineer, DBA, network engineer, platform engineers and storage engineers to solve complex problems. • Renewed/Maintained SSL certificates for client URLs. • Responsible for the daily maintenance and troubleshooting of complex hosted solutions in a high- profile multi -client PeopleSoft environment. • Expert with Peoplesoft PIA architecture, Proficient with app server, web server and process scheduler configuration. • Provide technical guidance and explains • Knowledge on Citrix XenApp 6.5 and Microsoft Active Directory configurations Role: Upgrade Specialist • Installed, cloned, Refreshed PeopleSoft application environments. • Performed PeopleTools Upgrade using change assistant from HRMS 8.9 PT 8.49 to HRMS 8.9 PT 8.51.11 and post live support. • Performing PeopleSoft Database Refresh, Backups and Recovery. • Applying Tax Updates • Applying PeopleTools Patches and post live support • Worked as support resource for a PeopleSoft CRM major application upgrade from 8.9 to 9.1 Oracle Corporation 3 years Software Engineer • Worked closely with the PeopleSoft Customer and the Development team to ensure that the bug fixes or new Enhancements are taken care in a given time frame. • Installation of PeopleSoft 2 -tier / 3 -tier / n -tier architecture on NT Platforms using Oracle 9i/10g,. • Configuring SSO and LDAP. • Setting up Lab and Test environment for PeopleSoft analysts • Troubleshooting Tuxedo Application Server, Process Scheduler & Web Server. • People Tools Patching. • Project Migration to Test Environment. • Configuring Process Scheduler and Report Node Sierra Atlantic Software Consultant 2 years • Worked on implementing new PeopleSoft Component Interfaces as a part of change requests from the client. • Coordinated with the client during their product validation at Oracle. ERP Analysts, Inc. 19/10/2021 Page 57 Attachment 3, Page 57 of 99 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services 100*0=eft ERPA • Involved in preparing the test cases for unit and integration testing. • Providing support in resolving the technical issues. • Prepare Unit and Acceptance Test Plans and execute the test cases • Model the Metadata Model using Composite Studio. • Created sample data in Siebel Application for testing Purpose. • Provide support for the Cognos team. • Performed PeopleSoft development activities like Page designs, Record build etc. Institute for Development and Research in Banking Technology 1 year Project: Image Authentication using Digital Image watermarking • Unauthorized access and piracy of digital documents over the internet is a very serious issue making the owners go bankrupt. There are different ways to prevent theft of digital content and protect the intellectual property rights. Our work focused on developing the Digital watermarking schemes and that are robust to various attacks. My research work in this field was much appreciated and appeared in publications of national and international repute. List of Publications • Milind Engedy, M. V. N. K. Prasad and Ashutosh Saxena, "Cryptographic Technique for Surveillance & Detection of Counterfeit Currency", Cryptology2004, Trivandrum, Sept. 2004, pp. 67-73 • Milind Engedy, M.V.N.K. Prasad, Ashutosh Saxena "A two level watermarking scheme to double capturing attack" International Conference on Information Security, Pondicherry, December 7-9, 2005, pp. 249-253, ISBN: 81-7764-936-1 • Milind Engedy, Munaga. V. N. K. Prasad and Ashutosh Saxena, "Singular Value Decomposition (SVD) Based Attack on Different Watermarking Schemes", International e -Conference of Computer Science, May 2005, ISBN 90-6764-425-0 • Milind Engedy, M.V.N.K.Prasad and Ashutosh Saxena, "Digital Watermarking Schemes Using Collusion Resistant Fingerprint Codes", National Conference on Recent Advance and Future Trends in IT, Patiala, March 2005, pp. 43-46 • Milind Engedy, Munaga. V. N. K. Prasad and Ashutosh Saxena "Singular Value Decomposition (SVD) Based Attack on Different Watermarking Schemes", Computing Letters, Vol. 2, No. 3, 2006, pp. 149-154. • Milind Engedy, Munaga. V. N. K. Prasad and Ashutosh Saxena "A Robust Wavelet Based Digital Watermarking Scheme Using Chaotic Mixing", International Conference on Digital Information Management (ICDIM'06), December 2006, pp.36-40. Education • M.Tech IT from University of Hyderabad, Hyderabad, 2005 • B.Tech ECE, VREC, Nizamabad, JNTU, Hyderabad, 2003 ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 58 of 99 Page 58 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA 12.2.4 KIRAN SURAVARAM - PEOPLESOFT ARCHITECT • More than 12 years of exclusive PeopleSoft experience with core expertise in Implementation, Integration, Customization, Upgrade and Support for PeopleSoft 8.x, 9.x HRMS / HCM applications. • Involved extensively in PeopleSoft HRMS with complete life cycle implementations, upgrades, production support and enhancements. • Oracle Certified Human Resources Consultant Certified Expert. • Oracle Certified PeopleTools I: Developer Certified Expert and PeopleTools ll: Advanced Developer Certified Expert. • Extensive knowledge in Implementation, Integration & Upgrade of PeopleSoft HRMS applications (HR, Benefits, Benefits Admin, Payroll, Time & Labor) and collaborative applications (self services areas) eBenefits, ePay. • Extensive experience in the areas of System Analysis, Design, Gap -analysis, Development, Implementation, Data mapping and Conversion of data from legacy systems to PeopleSoft system. • Involved in installation, configuration, and administration of 8.3/8.8/8.9/9.0,9.2 and provided postproduction support after implementation. • Possess strong analytical skills and aptitude for problem solving with strong ability to adapt to changing environments and work in collaboration with colleagues. • Team player with excellent interpersonal communication skills and technical documentation skills. • Very strong understanding and expertise in Application Engine, Process Scheduler, Integration Broker, Performance Tuning/Upgrades/Applying Fixes, Business Process Reengineering, Work Flow Design, Analysis, Automation and complex Integrations. • Worked exhaustively on customization, implementation, configuration, upgrade and performance tuning of PeopleSoft Applications using Application Engine, SQR, Crystal Reports, nVision, XML Publisher, PeopleTools, PeopleCode, Query and Tree Manager. • Worked on Integration Projects: Involved in Integration broker configuration, application messaging, and enterprise portal. ERP PeopleSoft Versions 8.x, 9.x (HRMS/ HCM). PeopleSoft Applications HR, Benefits, Benefits Admin, Payroll, Time & Labor, Workforce Admin, TAM, ePay, ePerformance, eProfile, eDevelopment, eCompensation etc. PeopleSoft Tools Application Designer, Process Scheduler, Tree Manager, and Workflow. Administration Tools Data Mover, Change Assistant, Security Administration, Configuration Manager, Change control management, Update Manager Integration Tools Application Engine, Component Interface, File Layout, Integration Broker, Application Messaging. Debugging Tools SQL Trace, People Code Debugger, Application Engine Trace. Reporting Tools PS Query, Crystal Reports, SQR, nVision and XML Publisher. Languages PeopleCode, SQR, SQL, C, C++. Databases Oracle 11 g/10g/9i/8i, MS SQL Server 2005/2000, Sybase. Productivity Packages MS Office, Adobe. Operating Systems Windows NT/2000/XP, UNIX, MS-DOS. Professional Experience Lower Colorado River Authority, Austin, TX Sep 2020 - Current PeopleSoft Application Manager PeopleSoft 9.2 Production Support • Responsibilities included working on all aspects for production support for HCM 9.2, FIN 9.2 and Portal 9.1 applications. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 59 of 99 Page 59 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA • Worked on managing the application of latest PUMS to both HCM and FIN applications. • Worked on managing deployment of employee and manager self service enhancements for HCM applications using Fluid. • Worked on technical aspects for deployment of eBill and Treasury modules for Finance. • Worked on managing the daily production support issues for all PeopleSoft applications. • Environment: PeopleSoft FSCM 9.2, PeopleSoft HCM 9.2, Portal 9.1, People Tools 8.56, Oracle Database 12c, Windows 2016. Alabama State University Jan 2020 - Aug 2020 PeopleSoft Application Manager PeopleSoft HCM/CS Split, HCM 9.2, CS 9.2 Upgrade • Responsibilities included working on all aspects of splitting their combined HCM\CS instance, then upgrade both the application to version 9.2. • Worked on managing the split of HCM\CS combined instance and design of the new system. • Manage the technical effort of upgrade of HCM and CS to 9.2 with latest PUM. • Manage the retrofit effort for the applications upgrade for HCM and Campus Application • Worked on the design of the Person model post HCM\CS split. • Worked with the infrastructure team on the design, build and deployment of all the PeopleSoft environments needed for both the upgrades and split. • Environment: PeopleSoft Campus 9.2, PeopleSoft HCM 9.2, People Tools 8.54, PeopleTools 8.56, Oracle Database 12c, Windows 2012, Windows 2016. Los Angeles Community College District, LA, CA PeopleSoft Applications Manager PeopleSoft campus 9.2 Application Upgrade Feb 2019 - Dec 2019 • Responsibilities included working on all aspects of PeopleSoft application upgrade for Campus Solutions. • Worked on managing the application upgrade technical effort from 9.0 to 9.2 for PeopleSoft Campus application. • Manage the retrofit effort for the applications upgrade for Campus Application • Lead the effort to deploy Fluid for the client in phases • Worked on deploying custom SSO solution to integrate with ADFS for Campus Solution. • Worked with the client's infrastructure team on the design, build and deployment of all the PeopleSoft environments needed for both the upgrades. • Environment: PeopleSoft Campus 9.2, PeopleSoft Campus 9.0, People Tools 8.54, PeopleTools 8.55, Oracle Database 12c, Windows 2012, Windows 2016. Alaska Airlines, Seattle, WA Aug 2017 - Jan 2019 PeopleSoft Applications Manager PeopleSoft HCM, FSCM 9.2 Application Upgrade • Responsibilities included working on all aspects of PeopleSoft application upgrade for HCM and Finance. • Worked on managing the application upgrade technical effort from 9.1 to 9.2 for PeopleSoft HCM application. • Worked on managing the application upgrade technical effort from 9.1 to 9.2 for PeopleSoft Finance application. • Manage the retrofit effort for the applications upgrades for Finance and HCM applications. • Managed the technical team for the entire lifecycle of the application upgrades. • Worked with the client's infrastructure team on the design, build and deployment of all the PeopleSoft environments needed for both the upgrades. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 60 of 99 Page 60 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA • Environment: PeopleSoft HCM 9.2, PeopleSoft FSCM 9.2, PeopleSoft HCM 9.1, PeopleSoft FSCM 9.1, People Tools 8.54, PeopleTools 8.55, Oracle Database 12c, Linux, Windows 2012. City of Raleigh, Raleigh, NC Dec 2016 - July 2017 PeopleSoft Applications Manager PeopleSoft 9.2 Application Support • Responsibilities included working on all aspects of PeopleSoft support. • Worked on managing the PUM 19 updates for PeopleSoft Finance application. • Worked on application of PUM20 updates for PeopleSoft HCM application. • Manage the retrofit effort for PUM updates for Finance and HCM application. • Managed the technical team for the entire lifecycle of the PUM updates. • Manage and provide daily production support for all PeopleSoft applications. • Worked with Client managers on budgeting, estimates for PeopleSoft projects and tracking status updates. • Environment: PeopleSoft HCM 9.2, PeopleSoft FSCM 9.2, PeopleSoft Portal 9.1, PeopleSoft EPM 9.1, People Tools 8.54, Oracle Database 12c, Linux, Windows 2012. Papa Johns, Louisville, KY PeopleSoft Applications Manager PeopleSoft HCM 9.2 Upgrade Mar 2016 -Nov 2016 • Responsibilities included working on all aspects of PeopleSoft upgrade and building custom module. • Worked on managing the retrofits for the upgrade. • Worked on the setup need for Fluid SS and MSS components. • Worked on developing custom module to get their Java based application to PeopleSoft • Worked with the network and windows team to resolve issues with the load balancer. • Managed the technical team for the entire lifecycle of the upgrade. • Provided postproduction support after upgrade. • Environment: PeopleSoft HCM 9.1, HCM 9.2, People Tools 8.53, 8.45, Oracle Database 12c, AIX, Windows. Office of Attorney General, Austin, Texas Jan 2015 - Feb 2016 PeopleSoft Technical Consultant PeopleSoft 8.53 Tools Upgrade and Support • Responsibilities included working on platform migration of PeopleSoft HCM application from Solaris\Sybase environment to SQL Server\Windows, People tools Upgrade and Production support. • Worked on converting databases from Sybase to SQL server. • Created the new SDLC environments (DMO, DEV, PRD) post upgrade. • Worked on upgrading the People Tools from 8.49 to 8.53 • Worked on retrofitting the PeopleSoft objects (SQRs, pages) to handle database conversion. • Tuned performance of slow running processes in the system. • Worked on creating a custom Sick leave donation module as per client requirements. • Environment: PeopleSoft 9.0 HCM, People Tools 8.53, 8.49, SQL Server 2008, Sybase, Windows NT, Solaris. University of Puget Sound, Seattle, WA May 2014 - Dec 2015 PeopleSoft Technical Consultant PeopleSoft 9.1 Portal Implementation • Responsibilities included in implementation of PeopleSoft Portal 9.1, Content development etc. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 61 of 99 Page 61 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA • Developed custom Hold's, To do's and Weekly schedules Content for Students in Campus Solutions to be used in Portal. • Developed Pagelets and content for different tabs in Portal • Developed News Publication pagelets for the Home page and Student tabs. • Designed and built the security for entire Portal implementation. • Developed custom code to brand the pagelets as per UPS requirements. • Developed custom code to hide "Personalize Content and Layout" links on the different tabs. • Customized code to remove Tabs from Student Center and Faculty Center in Campus Solutions when components are accessed from Portal. • Environment: PeopleSoft 9.1 (HR, FSCM, Portal), PeopleSoft Campus 9.0, People Tools 8.52, People Tools 8.53, Oracle 11G SQL Developer, Windows NT, UNIX. Detroit Public Schools, Detroit, MI Aug 2013 - Apr 2014 PeopleSoft Technical Consultant PeopleSoft 9.2 Upgrade Project • Responsibilities included in upgrade of PeopleSoft HRMS 8.8 to PeopleSoft HRMS 9.2, implementation of TAM, Candidate Gateway etc. • Worked on running the Initial and MTP passes for the upgrade of HCM 8.8 to HCM9.2 • Worked on Integration of Oracle Secure Enterprise Search with PeopleSoft HCM9.2 • Setup PeopleSoft Update Manager and applied patches, tax update after creating change packages using PeopleSoft Update Manager. • Generated compare reports for customization and retrofit analysis by the functional and technical teams. • Worked on tuning on the Reported time conversion program UPG_TL91 to reduce the run time. • Worked extensively on Design, Development and Customization of various SQR Reports and customizations • Provided presentations and training on Approval Workflow Engine, XML Publisher, UPK Developer, PeopleSoft Update Manager and PeopleSoft Test Framework. • Devised, Documented and Implemented security features (Pages, Processes, Definition Security and Data Security) for all modules. • Worked on retrofitting PeopleCode, SQR to accommodate customizations to meet the business requirements • Ran cross reference Reports DDDAUDIT and SYSAUDIT to compare Data Structures defined in the People Tools Tables against the underlying Database to uncover inconsistencies before Upgrading the PeopleTools • Resolved technical issues during the application of required patches • Designed test scripts for system testing of new/modified custom pages, SQR reports and PeopleCode • Developed outbound interface program to send employee data to third party system Subfinder. • Modified interface programs to include terminated employees as inactive employees. • Developed custom components for Subfinder site data records. • Created inbound file layouts and Component Interfaces to load data coming from Subfinder. • Worked on cleanup of Job data which had issues with old data conversion. • Cleaned up Benefits data for all plan types for the Benefit Termination rows. • Created a custom Termination Benefits bolt on to termination employee and employer deductions for Retirement plans. • Modified the recruitment offer letters based on Clients requirements. • Environment: PeopleSoft 8.8, 9.2 (Core HRMS, Workforce Administration, NA Payroll, Time and Labor, TAM, Candidate Gateway, People Tools 8.49, People Tools 8.53), Oracle 10g, Oracle 11 G SQL Developer, Windows NT, UNIX. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 62 of 99 Page 62 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services E R PA Lower Colorado River Authority, Austin, TX Jul 2012 - July 2013 PeopleSoft Techno/Functional Consultant PeopleSoft HRMS 9.0 Production Support • Responsibilities included in production support and enhancements of the HRMS system. • Fixed issues with benefits interface Create HIPAA EDI 834 files for vendors UHC and Caremark. • Worked on COBRA interface to remove duplicates from the interface. • Uploaded Position and position budget data using Application engine using flat files. • Modified the Child Support EFT program to generate the output files to a custom location. • Fixed the benefits summary page in Employee Self-service to show correct allocations for dependents' benefits. • Setup and made changes to benefits interfaces to run automatically as per user requirements. • Apply tax updates for the PeopleSoft System. • Setup the DEPT—SYNC integration between PS HR and PS Finance system. • Created a new LCRA Humana Monthly Premium Report based on the vendor requirements. • Modify benefits interface for automation of delivery to the vendors. • Environment: PeopleSoft 9.0 (Core HRMS, Workforce Administration, NA Payroll, PeopleTools 8.49), Oracle 10g, SQL Developer, Windows NT, UNIX. Papa John's, Lexington, KY Oct 2011 -May 2012 PeopleSoft Lead Tech no/Fu nctional Consultant PeopleSoft HRMS 9.1 Customization, Production Support • Responsibilities included in design, implementation and roll out of a custom Incentive Compensation module. Involved in production support and enhancements of the HRMS system. • Involved in the design of the custom module for Papa John's Incentive Compensation system. • Created custom records, pages and components for Incentive Compensation module. • Created a custom Incentive Compensation process to calculate bonus award values for employees based on participant's eligibility. • Create a custom application engine process to generate payroll feed files based on employee's pay group and company to be sent to payroll. • Created custom processes to calculate, disburse governor bank claims in Incentive Compensation system. • Provided production support, daily maintenance and resolve end user, business user issues within the existing system. • Created a custom App engine program to generate individual employee paycheck and advice files which were sent to Hot Schedules. • Environment: PeopleSoft 9.1(Core HRMS, Workforce Administration, NA Payroll, eModules, PeopleTools 8.50), Oracle 11g, SQL Developer, Windows NT, UNIX. Telecommunications Services of Trinidad and Tobago, West Indies Feb 2011 -Sep 2011 PeopleSoft Lead Tech no/Fu nctional Consultant PeopleSoft HRMS 9.0 Customization and Implementation • Functional and technical responsibilities included in Customization, Implementation of Time and Labor, recruiting self-service modules, Retro pay, Talent Acquisition Manager, Candidate Gateway and custom modules. Involved in design and implementation of Pension data conversions, reports, workflows and third -party integrations. • Involved in customization, implementation of Time and Labor self service module as per TSTT business functionality. Worked on creating custom rules, pages, components and business functionality. • Created a customization for TSTT to deny Payable time and also developed custom workflow to notify managers, employees when Payable time is denied. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 63 of 99 Page 63 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA • Created custom reports like Training Details report, Degree and Leveling report, Harassment Training Details report etc for the business users to as per their business functionality. • Created a data conversion process for loading TSTT employee legacy pension data into the TSTT PeopleSoft system. • Design, develop, test and implement customized PeopleSoft modules such as eDevelopment as per the user requirements and loaded the education data for eDevelopment. • Created a custom Retro pay process to make changes to the employee data in order for TSTT to do retro pay processing. • Involved in design, customization and implementation of custom Acting module and custom Retro Acting calculation process to handle acting payments retro actively. • Created custom reports like Employee Pension Statement report, Employee Pension Audit report, Actuarial Valuation Data report etc for managing employee pensions for TSTT. • Involved in design, customization and implementation of Talent Acquisition Manager and Candidate Gateway for TSTT recruiting of employees. • Worked with TSTT IT team to configure verity search and creating the folder structure on application and process scheduler servers for job postings functionality in PeopleSoft. • Made changes to the Load Time and Labor process to load regular time reporting codes as per TSTT functionality. • Tuned the apply rules functionality to reduce the processing time for better user experience and efficiency. • Created a custom XML publisher consultant expense report to track consultant\contractor expenses. • Created a web service integration using Integration Broker to get the consultant expense receipts stored in third party document management system. • Provided production support, daily maintenance and resolve end user, business user issues within the existing system. • Environment: PeopleSoft 9.0(Workforce Administration, Retro pay, Talent Acquisition Manager, Candidate Gateway, PeopleTools 8.49), Oracle 10g, TOAD, Windows NT, UNIX. Gilead Sciences Inc, San Francisco, CA May 2009 - Jan 2011 PeopleSoft Techno/Functional Consultant 9.0 HRMS Customization, Implementation, Integration and Production Support • Functional and Technical responsibilities included in Customization, Implementation, Integration and Production Support of HRMS 9.0 system. Worked on all aspects of designing, creating and implementing custom reports, interfaces, workflows, integration processes and providing daily production support. • Worked directly with the business users to gather requirements, designed functional and technical specifications for final implementation of changes. • Created custom reports EE Compensation History report, VP and Director report as per business needs. • Created custom interfaces like PSFT to Enwisen interface, PSFT to ELM interface, PSFT to Bright Line etc. with Gilead internal and third -party IT systems to deliver Gilead employee data. • Provided production support, daily maintenance and resolve end user, business user issues within the existing system based on the priority in Request Tracking System. This involved fixing user access issues, Self-service transaction approvals issues, ePerformance issues etc. and helping users in their day-to-day maintenance of the system. • Created a new report for international employees using XML Publisher for probation audit and modified the delivered ePerformance, eDevelopment XMLP reports as per Gilead functionality. • Made customizations to PeopleSoft components, pages and records using PeopleCode and Application Designer as per Gilead functionality. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 64 of 99 Page 64 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA • Created custom Workflow on Initiate Termination and Initiate Termination with pay HRBP self service pages to send notifications to all Gilead concerned parties like Security, Shared Services, Total Rewards etc. • Created custom templates for European countries to hire employees using Template based hire and mapped them to the Gilead custom mapping table to onboard the employee data from Virtual Edge. • Modified TBH template code to include Gilead custom record fields during hiring the employees using TBH. • Created complex queries using PS Query tool as per Business user requirements. • Applied the Oracle PeopleSoft fix from My Oracle Support for expiring Content References. Customized the delivered process to handle the Gilead Custom content references • Modified the Gilead Compensation Inbound interface to load the bonus values with their percentages from third party system for the Year end evaluation process. • Created custom load programs to load Legal pay increases, Historical Bonus data etc for Gilead employees. • Made changes to the nightly Compensation load process to load bonus targets for different compensation plans for the employees based on different eligibility events. • Made Integration Broker set up changes for Workforce—Sync and Person—Basic—Sync asynchronous services to send HR employee data to CRM Helpdesk. • Worked on retooling the PeopleSoft HRMS system to integrate with the Gilead's new Oracle e - Business suite financial application. • Designed and developed a data conversion program to address the business set up changes using Component Interface and Application Engine. • Created an employee extract to send the employee data to Oracle e -Business suite application using Application Engine and File Layout. • Reconfigured workflow (AWE) configuration and routing rules as per the set-up changes. • Environment: PeopleSoft 9.0(Workforce Administration, ePerformance, ESS, MSS, PeopleTools 8.49), Oracle 10g, TOAD, Windows NT, UNIX. Rexnord Industries, Indianapolis, IN Oct 2008 - April 2009 Senior PeopleSoft Techno/Functional Consultant 9.0 HRMS Upgrade Project • Functional and Technical responsibilities on Implementation & upgrade of PeopleSoft 9.0. Mainly working on interfaces, reports, batch processes, ESS, MSS (ePay, ePerformance, and eBenefits) customizations, and configuration setup and conversion efforts from legacy systems & performance tuning. • Active participant in implementations of PeopleSoft 9.0 through the entire life cycle of the project (Design, Construction, Conversion, Implementation). Assisted in data conversion from legacy systems, facility systems and old 8.3 systems. • Focal point between development resources and functional design team ensuring consistent interpretation of requirements. • Effectively communicated with business users, functional and technical team, also interpreted functional specifications and built solid technical specifications. • Designed and developed reports, interfaces and batch processes for Payroll & benefits. • Created testing, training and end user documentation for HRMS help desk processes. • Used SARs, Application Engine in reports, processes and interfaces for Benefits HR, Payroll and T&L modules. • Prepared presentation scripts illustrating system functionality for the system owners and decision makers. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 65 of 99 Page 65 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA • Executed unit test plans for medium complexity batch interface programs for Payroll, Human Resource and Benefits modules. • Developed an E-mail notification customization using Workflow for Department notifications. • Created Address validation customization using PeopleCode and Integration Broker. • Customized e -Benefits and e -Pay self-service pages according to client's requirements. • Created a web -based time entry system for employees in Employee self-service and Manager self- service modules. • Used Workflow for approval/denial of time entries of the employees by the manager in Manager self-service. • Provided post go -live production support for technical issues relating to Core HR, Payroll and Benefits. • Created and documented the following HR processes used by the Shared Services Center based upon Best Practices: New Hire, Termination, Leave of Absence, Corrections (system related), Assignments, Job Transfers, Contingent workers, Personal Data Changes, Job Data Changes, Payroll Changes, Garnishments, Electronic Funds Transfer/Check Reversal, Stop Payment, Manual Checks, Earnings/Deductions, Special Pay, W-2 Creation and Distribution, and Mass Changes. • Environment: PeopleSoft 8.3/9.0(HR, Payroll, Benefits, Time and Labor, PeopleTools 8.17/8.49, Oracle 10g, TOAD, Windows NT, UNIX. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 66 of 99 Page 66 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services E R PA 12.2.5 RAHUL TUMMALA- PEOPLESOFT DEVELOPER • 13 years of experience in Information Technology Industry includes extensive experience in Design, Development, Testing, Upgrade, Implementation and Production Support of PeopleSoft FSCM/ HCM /CRM Applications. • Strong Functional experience in PeopleSoft FSCM Billing, Accounts Receivables, Project Costing, Contracts, General Ledgers, Accounts Payable, Commitment Control. • Expertise in Customizations, Conversions, Interfaces and Implementation of PeopleSoft FSCM (Accounts Receivable, Purchasing, Accounts Payable, Cash Management) 9.2/9.0/8.9 modules, PeopleSoft HRMS 9.2/9.1/9.0/8.9/8.3 (Payroll, Workforce Administration, Recruiting, Time and Labor) modules, PeopleSoft CRM 9.0 (Support, Helpdesk, Case Management) modules and PeopleSoft ELM 9.0 (Learning Catalog, Enrolling Learners, Managing Attendance) modules. • Excellent knowledge in People Tools (Application Designer, People Code, Application Engine, Component Interface, Integration Broker, File Layout, Application Package, Process Scheduler, PeopleSoft Query, Data Mover), SQR, and BI Publisher. • Strong RDBMS like Oracle, SQL Server and SQL and PL/SQL skills. • Extensively worked on transferring existing data from legacy system to PeopleSoft application database tables using SQRs, Component Interfaces, Application Engine, and File Layouts. • Extensively worked with Security Administrator to implement security in various levels like User Profiles, Creating Roles, Permission Lists, Portal Security, folders, Content References, and Definition Security. • Experience in troubleshooting problems in PeopleSoft Applications and performing Impact analysis. Skills ERP PeopleSoft FSCM 9.2/9.0/8.9, PeopleSoft HRMS 9.2/9.0/8.9/8.3 PeopleTools PeopleTools 8.18, 8.48, 8.49,8.51,8.53,8.54,8.55,8.56,8.58 (Application Designer, People Code, Application Engine, Change Assistant, File Layout, Component Interface, Integration Broker, Workflow, Data Mover) PeopleSoft Modules FSCM: Purchasing, Accounts Payable, Accounts Receivable, Billing, Cash Management, Project Costing. HRMS: Humans Resources, Time and Labor, Payroll. CRM: Helpdesk, Support, Case Management. Reporting Tools SQR, PS Query, XML Publisher. Integration Tools File Layout, Component Interface, Integration Broker. Databases Oracle 10g/11 g/12c/19c, SQL Server 2000, IBM DB2 Languages SQL, PL/SQL, C, Java. Data Management & Data Mover, Application Engine and Process Scheduler. Batch Processing Tools Development Tools TOAD, SQL Developer, SQL Analyzer. Operating Systems Windows NT/XP. Professional Experience City of Raleigh Mar 2016 - Till date PeopleSoft FSCM 9.2 / HCM 9.2 Technical Lead. Providing support to end users with effective resolution and timely response and ensuring compliance, addressing end users' functional issues/queries on both Product and Process. Responsible for Retrofits and Security while applying HCM PUM Image 36 Implemented Fluid for HCM and FIN applications. Eliminated PeopleSoft Interaction Hub (Portal Solutions) by implementing Unified Navigation between HCM and FIN application making HCM as landing env. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 67 of 99 Page 67 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA • Implemented Payable Time Approval Archival process for fixing performance issues on Approval Tiles. • Customized and Developed Self Service pages as per client requirements. • Lead the development effort for ePerformance Implementation. • Customized ePerformance Pages as per business requirements. • Implemented workflow for Performance documents approvals. • Lead the development effort and Implemented Integrations between DocuSign and PeopleSoft. • Responsible for Retrofits and Security while applying FIN PUM Image 19. • Responsible for Retrofits and Security while applying HCM PUM Image 20. • Responsible for Retrofits and Security while applying FIN PUM Image 29. • Resolved issues during UAT phase of PUM Application. • Configured and Implemented Assets Mass Transfers from one departments to others. • Resolved issues related to Vouchers, Purchase Orders, Requisitions Approval Workflows. • Resolved issues related to eSupplier Registration. Worked on Customizations to Create / Update Stock Request page to search the item with Long Description. Customized PO Activity Report to include additional columns as per business requirement. Customized Bank Statement Workflow Application Engine to send email notifications to Employees as per business requirements. • Tuned PS Queries to improve performance. • Customized PeopleCode to improve performance on Department Budget Table search page. • Developed Inbound Interface to load data from bank file to Benefit Plan Loan details and Payroll Deduction details. • Customized Supplier Registration pages as per business requirements. • Developed Outbound Interface for Vouchers Payments data to send file to CC&B System. • Using Integration broker, integrated PMIS system with PeopleSoft system to load project manager information and send response back to PMIS system. • Developed Web Services to provide PeopleSoft data (Projects, Inventory) to third party systems. • Developed Report Engine to present Supplier contracts, Purchase Orders, Receipts and Vouchers, Payment's information in Single Report. • Developed BI XMLP reports to present Supplier Contract Cycle Time for end-to-end Process, Contract Start to Execution. • Developed BI XMLP report to present Contract Workflow Cycle Time for any Contract or Range of Contracts • Developed BI XMLP report to present Contract Workflow Cycle Time only for Contracts CURRENTLY In Workflow. • Implemented DocuSign Integration with PeopleSoft • Developed Application Process to covert Pending Supplier Registrations to Bidders. • Customized Bidder to Supplier Conversion component to send notification to Suppliers. • Developed several custom components during eSupplier portal implements • Customized Supplier Change Request pages as per business requirements. • Developed Fluid Home Pages during PeopleTool 8.56 upgrade Worked on Fluid pages security. Developed Outbound Interface to send Employees Census File to Bank. Build a custom interface to display Voucher Approval History along with approval comments in a Grid. • Provided Technical Training on PeopleSoft Workflow and Approval Workflow Engine to City of Raleigh IT team. • Environment: PeopleSoft FSCM 9.2, PeopleSoft HCM 9.2, PeopleTools 8.54/8.56, Oracle 11 g/1 2c. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 68 of 99 Page 68 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services E R PA Lower Colorado River Authority Nov 2018 - Till Date PeopleSoft FSCM 9.2 / HCM 9.2 Technical Lead. • Responsible for Retrofits for FIN PUM Upgrade (Image 36). • Lead the development for Deal Management module implementation; Developed interfaces to load legacy data into PeopleSoft; developed complex reports for month end closure validations. • Resolved issues related to Pay Cycles and Financial Gateway Integrations with Bank. • Developed an inbound Web service to load approved expenses from Expense Wire system to Voucher staging tables. • Using Integration broker developed a synchronous web service to integrate PMIS system with PeopleSoft to load project manager information and send response back to PMIS system. • Developed an outbound web service to integrate project activity and Chart of accounts information. • Customized Project Organization page as per business requirements • Developed application engine to load rows into PROJ Resource table from custom Accounting table and called PC Pricing process to price the inserted rows • Resolved issues on Project budget loads and Finalizing project budgets (PC—WRAPPER process). • Resolved issue on Refresh Summary Tables Application Engine process (PC_SUM_RFSH) • Resolved issues related to Time Labor and Project Costing Integration. • Setup Dunning Letters and customized Dunning process as per business requirements. • Resolved issues related to Procure to Pay process. (Accounts Payable, Purchase Orders, eProcurement) • Resolved issues related Credit to Cash Cycle (Billing, Accounts Receivables, Contracts). • Resolved issues and Provided support during Financial Year End closures. • Implemented AWE for Vouchers, Purchase Orders and Journals Approvals. • Tuned SQLs to improve performance of Custom processes. • Environment: PeopleSoft FSCM 9.2, PeopleSoft HCM 9.2, PeopleTools 8.54/8.56, Oracle 11 g/1 2c Los Angeles Community College District Jul 2019 - Oct 2019 PeopleSoft Campus 9.2 Upgrade. PeopleSoft Technical Consultant. • Responsible for retrofitting Customizations. • Developed Fluid Home pages, tile and Navigation collections. • Customized Class Search and Enroll page, Browse Catalog pages as per clients requirements. • Resolved performance issues in Academic Advise Report page. • Developed Custom Fluid page to display current term and previous two terms enrollment dates. • Resolved issues during SIT and UAT. • Developed Fluid Home pages, tile and Navigation collections. Alaska Airlines Nov 2017 - Oct 2018 PeopleSoft FSCM 9.2 Upgrade and eSupplier Portal Implementation PeopleSoft Technical Consultant. • Responsible for retrofitting Customizations. • Responsible for Sys Audits and DDD Audits Cleanup for each upgrade pass. • Worked on Chartfield Configurator Process. • Developed Fluid Home Pages, Tiles and Navigation collections as per business requirements. • Worked on Customizations and Enhancements as per client requirements. • Customized delivered Check Print Template as per client requirement. • Converted custom crystal reports to BI Publisher reports. • Resolved issues during System Test and User Acceptance Test phases. • Worked on customizations on Supplier Registration component. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 69 of 99 Page 69 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA • Configured Approval Process (AWE) for Supplier Registrations, Supplier Change Requests and New Supplier User accounts creation. • Developed scripts to migrate eSupplier configurations from one environment to another. • Worked on security for eSupplier portal and Supplier Users. • Configured Excel upload utilities for Journals and Vouchers. • Environment: PeopleSoft FSCM 9.1/9.2, PeopleTools 8.54/8.56, Oracle 11 g/1 2c Alabama State University Sep 2017 - Mar 2018 PeopleSoft FSCM 9.1 to 9.2 Upgrade Technical Lead. • Responsible for retrofitting Customizations. • Worked on Customizations and Enhancements as per client requirements. Involved in Sys Audits and DDD Audits Cleanup. • Customized AP Check Print XMLP Template as per client requirements. • Converted Custom Crystal reports to BI Publisher reports. • Provided Technical Trainings to Client IT Team. • Conducted meetings with Client for Requirements Gathering and Status Updates on the project. • Assigned Tasks and guided Team members; conducted status meeting and maintained the tasks tracker. • Environment: PeopleSoft FSCM 9.0/9.2, PeopleTools 8.49/8.55, Oracle 11 g/1 2c. South Carolina State Port Authority Nov 2016 - Aug 2017 PeopleSoft FSCM 9.0 to 9.2 Upgrade Technical Lead. • Responsible for retrofitting Customizations. • Developed Custom Work Center. • Worked on Chartfield Configurator Process. • Configured Journal Approval Process (AWE) as per client requirements. • Worked on Customizations and Enhancements as per client requirements. • Customized delivered Check Print Template as per client requirement. • Resolved issues during System Test and User Acceptance Test phases. Involved in Sys Audits and DDD Audits Cleanup. • Customized AP Check Print XMLP Template as per client requirements. • Rebuild custom crystal reports using BI Publisher. • Provided Technical Trainings to Client IT Team. • Conducted meetings with Client for Requirements Gathering and Status Updates on the project. • Assigned Tasks and guided Team members; conducted status meeting and maintained the tasks tracker. • Responsible for Maintaining Issues Tracker during System Test and UAT Phase and conduct weekly status meetings with Client. • Environment: PeopleSoft FSCM 9.0/9.2, PeopleTools 8.49/8.55, Oracle 10g/12c. University of Maine Systems Feb 2016 — Nov 2016 PeopleSoft FSCM 9.0 to 9.2 Upgrade Technical Lead. • Responsible for retrofitting Customizations. • Involved in Sys Audits and DDD Audits Cleanup. • Rebuild custom crystal reports using BI Publisher. • Customized AP Check Print XMLP Template as per client requirements. • Resolved issues during UAT phase. • Post Go Live Production Support. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 70 of 99 Page 70 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ,."Oewmwel ERPA • Developed Technical Design Documents. • Conducted meetings with Client for Requirements Gathering and Status Updates on the project. • Assigned Tasks and guided Team members; conducted status meeting and maintained the tasks tracker. • Responsible for Maintaining Issues Tracker during System Test and UAT Phase and conduct weekly status meetings with Client. • Environment: PeopleSoft FSCM 9.0/9.2, PeopleTools 8.53/8.54, Oracle 11 g Fedex PeopleSoft HCM 9.1 Senior Consultant Nov 2014 - Dec 2015 • Developed Component Interfaces to Create, Update Employee Personal, Job and Benefits Information. The data is received from Third Party Systems and is loaded through Integration Broker Messages. • Developed Messages to transfer Personal and Job information from PeopleSoft HCM to Third Party Systems (KENEXA and PRISM) using Integration Broker. • Developed Outbound Interfaces to send Employees Demographic and Job Information to Third Party Systems. • Production support for daily business transactions. • Responsible for Unit testing and documenting test Cases for each interface. • Created Technical Specifications Documents. • Lead for Offshore team, assigned Tasks, guided Team members and conducted daily status meeting and maintained the tasks tracker. • Environment: PeopleSoft HCM 9. 1, PeopleTools 8.53, Oracle 11 g Franklin Templeton Investments Jul 2014 - Nov 2014 PeopleSoft FSCM 9.2 Technical Consultant • Worked on Conversions/ Interfaces from PeopleSoft FSCM to Workday System. • Responsible for Unit testing and documenting test Cases for each interface. • Created Technical Specifications Documents. • Environment: PeopleSoft FSCM 9.2, PeopleTools 8.54, Oracle 11 g Detroit Public Schools Dec 2013 - Jul 2014 PeopleSoft HRMS 8.8 to 9.2 Upgrade, PeopleSoft FSCM 8.4 to 9.2 Upgrade. Team Lead • Responsible for retrofitting Customizations. • Involved in Sys Audits and DDD Audits Cleanup. • Developed Interfaces to feed data from PeopleSoft HCM system to PeopleSoft FSCM and Active Directory Systems. • Configured Integration Broker Service Operations, Messages to send data from PeopleSoft FSCM to PeopleSoft HCM for both Batch Publish and Incremental Publish. • Resolved Technical issues during System Testing Phase in modules like Strategic Sourcing, Grants, General Ledger, Receivables, Purchasing. • Resolved issues related to Chartfields Combination Editing. • Worked on Customizations in Grants, Accounts Payable, General Ledger, Accounts Receivables modules to meet client's business process requirements. • Worked on Excel to Cl Uploads to load data for Grants Module. • Migrated Work Centers from One Environment to another using Data Migration Workbench Tool. • Resolved Technical issues during System Testing Phase. • Created and Reviewed Technical Design documents. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 71 of 99 Page 71 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services 100*.••eft. ERPA • Prepared User Manuals for various business processes like Deposits Excel Upload, Voucher Excel Upload etc. • Responsible for business processes unit testing for Grants, Contracts, Billing, Account Receivables modules. • Assigned Tasks and guided Team members conducted daily status meeting and maintained the tasks tracker. • Environment: PeopleSoft FSCM 8.4/9.2, PeopleSoft HCM 8.8/9.2, PeopleTools 8.49/8.54, Windows 2008 R2 and Oracle 10g/11 g. Republic Bank Limited PeopleSoft CRM 9.0 PeopleSoft Technical Consultant Dec 2013 - Mar 2014 Developed custom interface to facilitate Accounts and Credit Cards Owner Changes. Guided RBL IT Team in scheduling batch process and resolved issues related to Integration Broker. ITC Infotech India Limited Oct 2010 - Dec 2013 FSCM 9.0 Production Support and Enhancements/ Upgrade from FSCM 9.0 to 9.2. Associate IT Consultant / Lead Consultant (PeopleSoft Techno Functional Consultant) • Providing support to end users with effective resolution and timely response and ensuring compliance, addressing end users functional issues/queries on both Product and Process. • Handling issues related to Billing, Accounts Receivables, General Ledgers, Contracts and Project Costing Modules. • Involved, identified and resolved issues related Sub System to Ledger Reconciliation. • Involved and assisted Finance Team in Translation and Year End Closing Process in PeopleSoft System. • Experience in creating Ledger Accounts, mapping accounts to Tree Manager. • Created New Business Units for Billing and Accounts Receivables modules as per business requirement. • Implemented Revaluation Process for Debtors (Accounts Receivables). • Created Bill Types, Bill Sources, Invoice Numbering, Payment Terms as per business requirements. • Assisted End users in creating Project Costing Accounting Rules, Rate Sets, Employees Rates etc. • Resolved issues related Contract to Billing Interface Process, Revenue Recognition Process, Pricing Process, Billing Interface Process, ARUPDATE Process. • Implemented PS Queries Security Cleanup. • Developed Custom Application Engine process to populate custom table with Out Standing Items/Invoices (Aging of an Item) along with business clusters, verticals and accounts details which is used as source for OBIE Dashboard Reports. • Developed Custom Interface to capture Additional Billing Details like Invoice Instruction Date, comments on invoice instruction, invoice submission date (invoice date dispatched to customer), comments on invoice submission; Developed Application Engine Process for uploading same details. • Developed a custom interface for Customer Invoices Bulk Printing. • Developed Custom Interface to capture Softex and FIRC Details for Invoices with Foreign Currencies and Application Engine Process for uploading same details. • Developed several PeopleSoft queries reports based on end user requirements. • Conducted meetings with end users for requirement gathering, designed Functional Design Documents and Technical Design Documents. • Performed end-to-end testing when a patch or bundle is applied in system. ERP Analysts, Inc. 19/10/2021 Page 72 Attachment 3, Page 72 of 99 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA • Worked on Application Upgrade from FSCM 9.0 to FSCM 9.2; identifying new features in FSCM 9.2, conducting training sessions to Team Members and End Users. • Involved in identifying and retrofitting Customizations. • Lead for team of 3 members. • Environment: PeopleSoft FSCM 9.0/9.2, People Tools 8.49/8.51/8.53, Windows 2008 R2 and Oracle 10g/11 g. Price Waterhouse Coopers, USA. Jun 2010 - Current PeopleSoft HRMS 8.8, HRMS 8.9, Enhancements and Production Support. PeopleSoft Technical Consultant • Involved in enhancements for Custom Partner Deposit Program Application. Developed Custom Application Packages, Components, Pages, Records, PeopleCode in HRMS 8.9 • Involved in enhancements for Custom SQR Report which generates multiple output files. • Analyzed and Debugged Employee Delete Process (online) in HRMS 8.8 • Developed Technical Design Documents and Test Case Documents. • Environment: PeopleSoft HRMs 8.8/8.9, People Tools 8.46, Windows NT and Oracle 10g. Telecommunication Services of Trinidad and Tobago, West Indies. Sep 2009 - May 2010 PeopleSoft HRMS 8.3 to 9.0 Upgrade, PeopleSoft FSCM 8.4 to 9.0 Upgrade PeopleSoft Developer • Played key role in development and testing of Interfaces, Online Customizations and Conversions using (SQRs, Application Engines, and Component Interfaces) for PeopleSoft HRMS and FSCM. • Developed custom Application Engine process to transform bank files (CCP Layout) to PeopleSoft readable format (PSBD1 Layout) • Developed a custom interface to load deposit transactions from CIS into PeopleSoft so that they can be matched up against bank statement. • Implemented Workflow rules for Purchase Order Approval Authorizations and also involved in required functional configuration setup. • Developed SQR Report to Calculate the Full Annual Pension based on the Compensation rate. • Developed SQR Report to Calculate the Accumulated Contributions for all the Employees based on the Benefit Plan, Employee Contributions and year. • Customizations on Time and Labor Batch Approval Process, added field on Batch Approval Process Page and PeopleCode. • Involved in customizations on Time and Labor Rapid Time Entry Page • Involved in Customizations for Manager to view his employees leave balances and employee to view their own leave balances. • Responsible for retrofitting Customizations in HRMS 8.3 to HRMS 9.0 • Involved in Sys Audits and DDD Audits Cleanup for HRMS 9.0 • Extensively worked with Security Administrator in analyzing existing security and creating new roles, permission lists, Content Reference. • Involved in migration of Trees (import and export using tree mover) and used Tree Auditor and Tree Repair to fix the errors. • Responsible for Migration activity for Projects over multiple environments • Developed Technical Design Documents and Test Case Documents. • Environment: PeopleSoft HRMS 8.3/9.0, PeopleSoft FSCM 8.4/9.0, PeopleTools 8.18/8.46/8.49, Windows NT and Oracle 10g. Great Western Malting, USA Jan 2009 - Aug 2009 PeopleSoft FSCM 8.9, Production Support PeopleSoft Developer • Modified EDI File Layouts for ACH Wire Payments as per Client Requirements ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 73 of 99 Page 73 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA • Developed Custom Application Engine Process to Convert Bank Statement Layouts to BIA2 File Layouts. • Added code to the delivered SQR POPO005 to print Client Logo and Vendor Fax Number on Dispatched Purchase Order. • Involved in Workflow setup to set Purchase Order authorizations for Users. • Customized Purchase Order Approval Amount Page: added a button to transfer page to Purchase Order Add/Update Page. • Created new reports using PSQuery/Query Manager in Purchasing Module as per Client Requirements. • Performed Customizations of Pages in Purchasing Module like Adding Fields, Adding PeopleCode to Add new Functionalities according to the User Preferences. • Involved in development of Application Engine process, which reads data from external systems files using File Layout functionality and PeopleCode. • Applied Patch Updates. • Set up Users, roles, Permission Lists to ensure that only authorized users are able to see relevant content. • Responsible for testing the applications and writing test case documents. • Environment: PeopleSoft FSCM 8.9, People Tools 8.48, Windows NT and MS SQL Server 2000. The College of New Jersey, USA. Oct 2008 - Jan 2009 PeopleSoft FSCM 9.0, Reimplementation PeopleSoft Developer • Implemented Custom Workflow for Purchase Order Approval Process. • Performed Functional Configurations for Purchase Order Workflow Setup. • Developed SQR reports and SQL Scripts to migrate data from legacy system to PeopleSoft System for Project Costing Tables. • Involved in User Security Setup like creating new roles. Permission lists, assigning authorizations for Users etc. • Involved in Field Mapping for the tables in Old Release to New release. • Involved in testing Applications • Developed Technical Design Documents and Test Case Documents. • Environment: PeopleSoft FSCM 9.0, People Tools 8.49, Windows NT and Oracle 10g. ERP Analysts, Inc. 19/10/2021 Page 74 Attachment 3, Page 74 of 99 City of Springfield I RFP Number #S2866 /*~` PeopleSoft Managed Services E R PA 12.2.6 SNEHA LATTUPALLY - SR. PTF ANALYST Sneha worked as a PeopleSoft Testing Expert for modules spanning across FSCM, HCM and Campus Solutions using PeopleSoft Test Framework for many clients. She has good knowledge of Software Development, Bug Life Cycle, Testing Methodology, design, development, implementation of QA processes and procedures, executing business and functional scenarios, test cases, test result analysis, verification, validation, and reporting. • Experienced in leading test teams/ projects for multiple Health Care clients amongst other. • Certified Project Manager with expertise in all phases of managing a project. Experienced in creating business process documents and working with end users on implementing the business process. Expertise in Project Planning, Project Design, creating functional specifications and data flow diagrams. • Expertise in Client site coordination that involves understanding of business requirements, day to day client interaction, offshore knowledge transfer (KT) activities, onsite status call coordination, project deadline tracking and working as a team with business partners and end customers. • Proficient in requirements engineering, analyzing and documenting business and system requirements in Business Requirements Document (BRD) and System Requirements Specifications (SRS) Document. • Ability to work independently and can be an integral part of small and large teams. • Excellent Analytical, written, and verbal communication skills. Skills ERP Functional Modules Tools Operating System Languages Databases Reporting Tools QA Testing Tools PeopleSoft FSCM 9.1, PeopleSoft FSCM 9.2, PeopleSoft HCM 9.1, PeopleSoft HCM 9.2, PeopleSoft Campus Solutions 9.2. eProcurement, Purchasing, Inventory, Asset Management, General Ledger, Cash Management, HRMS/Payroll/Base Benefits/Benefit Administration, ESS/MSS, Expenses, Campus Community, Recruiting and Admissions, Student Records, Student Financials, Self Service. People Tools (8.54 — 8.58) Application Designer, Operator Security, Tree Manager, Query Manager, Process Scheduler, Process Monitor, Security, PS Query MS -Windows, Linux and MAC C, C++, Java, HTML, SQL Oracle 9i/10g, SQL Server Crystal Reports, SQR Win Runner, Load Runner, Test Management HP ALM, JIRA Tools Test Director, Blue Prism Professional Experience Client: City of Boston, Massachusetts Jun 2021- Present PeopleSoft Testing Lead and PTF Developer • Lead PeopleSoft PTF implementation team involved in test automation and regression testing. • Part of team that is developing 1000+ automated tests for FSCM and HCM. • Interacted with their business experts to understand their workflow and build a custom-made resource plan with multiple techno- functional leads. • Lead and conducted workshops with Subject Matter Experts to gather requirements for test development. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 75 of 99 Page 75 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA • Lead the in-house PTF team to convert client's manual scripts to automated scripts that eventually let us build module specific scenarios with multiple test scripts to run in a one-step execution model. • Coordinating implementation activities of PTF team for all SIT and UAT cycles. • Working on Parallel Testing comparing the results from PTF and manual testing cycles. • Designed and implemented ERPA's bolt- on solution- TAP for the customer to address the limitations of PTF. • Environment: PeopleSoft FSCM 9.2, PeopleSoft HCM 9.2. Client: State of Ohio (OAKS), Ohio Sep 2020 — May 2021 Role: PeopleSoft Testing Lead and PTF Developer The Ohio Department of Administrative Services (DAS), led by Interim Director Matt Whatley, is committed to providing quality centralized services, specialized support and innovative solutions to State agencies, boards, and commissions as well as local governments and State universities. • Lead PeopleSoft PTF implementation team involved in test automation and regression testing. • Part of team that built over 500 end-to-end tests for FSCM and HCM. • Interacted with their business experts to understand their workflow and build a custom-made resource plan with multiple techno- functional leads. • Lead the in-house PTF team to convert client's manual scripts to automated scripts that eventually let us build module specific scenarios with multiple test scripts to run in a one-step execution model. • Coordinating implementation activities of PTF team for all SIT and UAT cycles. • Working on Parallel Testing comparing the results from PTF and manual testing cycles. • Environment: PeopleSoft FSCM 9.2, PeopleSoft HCM 9.2. Client: Memorial Health at Gulfport, Mississippi Jan 2020 — Jul 2020 Role: PeopleSoft Testing Lead Memorial is a not -for profit medical complex in Gulfport, Mississippi, jointly owned by the City of Gulfport and Harrison County. Memorial is one of the most comprehensive healthcare systems in the state, licensed for 303 beds, including an inpatient rehabilitation unit, satellite outpatient diagnostic and rehabilitation centers and more than 95 Memorial Physician Clinics. • Lead PeopleSoft PTF implementation team involved in test automation and regression testing. • Migrated pre -built Library consisting of over 500 scripts to their environment. • Retrofitting pre- built scripts for all Financials and Supply Chain modules per client's customizations. • Working on Parallel Testing comparing the results from PTF and manual testing cycles. • Environment: PeopleSoft FSCM 9.2, Oracle11g, and Windows 2008 Server, MS Office 2007. Client: Children's Hospital of Wisconsin, Wisconsin Jul 2019 — Jul 2020 Role: PeopleSoft Testing Lead Children's Hospital of Wisconsin was originally established as Milwaukee Children's Hospital on March 16, 1894. Three months later, it became known as Children's Free Hospital. In 1985, the hospital became known as Children's Hospital of Wisconsin. • Lead PeopleSoft PTF implementation team involved in test automation and regression testing. • Interacted with their business experts to understand their workflow and build a custom-made resource plan with multiple techno- functional leads. • Lead the in-house PTF team to convert client's manual scripts to automated scripts that eventually let us build module specific scenarios with multiple test scripts to run in a one-step execution model. • Coordinating implementation activities of PTF team for all SIT and UAT cycles. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 76 of 99 Page 76 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA • Working on Parallel Testing comparing the results from PTF and manual testing cycles. • Involved in training sessions to help end users run PTF test scripts and create their own test IMA IN1181..3 • Provided documentation and involved in all phases of the project from impact Planning, Design, System testing, and User acceptance testing to Post go -live support. • Lead PeopleSoft PTF implementation team in Post PUM Update testing. Role: Subject Expert Trainer- PTF • Designed and managed the training schedule for the HCM and FSCM SMEs. • Lead and provided training on PTF as a part of a 2 -day training program. • Conducted extensive hands-on session for the team on various basic and advanced features of PTF. • Provided documentation of manuals from the training. • Addressed trainee specific questions and queries. • Environment: PeopleSoft FSCM 9.2, PeopleSoft HCM 9.2, Oracle11 g, and Windows 2008 Server, MS Office 2007 Client: Seattle Cancer Care Alliance, Washington Jun 2019 Role: Subject Expert Trainer- PTF Seattle Cancer Care Alliance is a cancer treatment and research center in Seattle, Washington. Established in 1998, this nonprofit provides clinical oncology care for patients treated at its three partner organizations: Fred Hutchinson Cancer Research Center, Seattle Children's and UW Medicine. • Designed and managed the training schedule for their FSCM SMEs. • Lead and provided training on PTF as a part of a 2 -day training program. • Conducted extensive hands-on session for the team on various basic and advanced features of PTF. • Provided documentation of manuals from the training. • Addressed trainee specific questions and queries. Environment: PeopleSoft FSCM 9.2, PeopleSoft HCM 9.2, Oracle11g, and Windows 2008 Server, MS Office 2007. Client: Integris Health, Oklahoma Feb 2019 — Feb 2020 Role: PeopleSoft Testing Lead Integris Health, Inc. provides hospital services. The Company operates rehabilitation centers, physician clinics, mental health facilities, and independent living centers, as well as offers surgery, urology, and lung care services. Integris Health serves customers in the United States. • Lead PeopleSoft PTF implementation team involved in test automation and regression testing. • Interacted with their business experts to understand their workflow and build a custom-made resource plan with multiple techno- functional leads. • Lead the in-house PTF team to convert client's manual scripts to automated scripts that eventually let us build module specific scenarios with multiple test scripts to run in a one-step execution model. • Coordinated implementation activities of PTF team for all SIT and UAT cycles. • Worked on Parallel Testing comparing the results from PTF and manual testing cycles. • Involved in training sessions to help end users run PTF test scripts and create their own test scenarios. • Provided documentation and involved in all phases of the project from impact Planning, Design, System testing, and User acceptance testing to Post go -live support. • Environment: PeopleSoft FSCM 9.2, PeopleSoft HCM 9.2, Oracle11g, and Windows 2008 Server, MS Office 2007 ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 77 of 99 Page 77 City of Springfield I RFP Number #S2866 /*~` PeopleSoft Managed Services E R PA Role: Subject Expert Trainer- PTF • Designed and managed the training schedule for the HCM and FSCM SMEs. • Lead and provided training on PTF as a part of a 2 -day training program. Conducted extensive hands-on session for the team on various basic and advanced features of PTF. • Provided documentation of manuals from the training. • Addressed trainee specific questions and queries. Client: Nassau Reinsurance Group, Connecticut Oct 2018 — Jul 2019 Role: PeopleSoft Testing Lead Nassau Financial Group, based in Hartford, CT, currently has combined assets of approximately $22.6 billion and capital of approximately $1.3 billion. Their business covers four segments: insurance, reinsurance, distribution, and asset management through affiliates including Nassau Life and Annuity, Nassau Life of Texas, Nassau Re Cayman, Saybrus Partners, Nassau CorAmerica and Nassau Corporate Credit. Nassau was founded in 2015 with capital provided by Golden Gate Capital, a private investment firm with over $15 billion of committed capital. • Lead PeopleSoft PTF implementation team involved in test automation and regression testing. • Interacted with their business experts to understand their workflow and build a custom-made resource plan with multiple techno- functional leads. • Lead the in-house PTF team to convert client's manual scripts to automated scripts that eventually let us build module specific scenarios with multiple test scripts to run in a one-step execution model. • Coordinated implementation activities of PTF team for all SIT and UAT cycles. • Worked on Parallel Testing comparing the results from PTF and manual testing cycles. • Involved in training sessions to help end users run PTF test scripts and create their own test IY01IRI 9[•1.3 • Provided documentation and involved in all phases of the project from impact Planning, Design, System testing, and User acceptance testing to Post go -live support. Role: Subject Expert Trainer- PTF • Designed and managed the training schedule for the FSCM SMEs. • Lead and provided training on PTF as a part of a 5 -day training program. • Conducted extensive hands-on session for the team on various basic and advanced features of PTF. • Provided documentation of manuals from the training. • Addressed trainee specific questions and queries. Role: Fluid UI Techno- Functional Lead • Provided Fluid UI techno- functional support as part of their transition from Classic Application to a Fluid enabled Application. • Documented their Fluid requirements after extensively understanding their Fluid needs to help their Implementation partner Velocity successfully implement Fluid functionalities. Role: Subject Expert Trainer- Fluid • Provided in- class Fluid UI functional training as a part of a 2 -day training program for a team consisting of functional and technical resources. • Conducted hands on session for various Fluid topics including Homepages, Tiles, Dashboards, Pivot grids, work centers among many others. • Provided documentation of manuals from the training. • Addressed trainee specific questions and queries. • Environment: PeopleSoft FSCM 9.2, Oracle11g, and Windows 2008 Server, MS Office 2007. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 78 of 99 Page 78 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services E R PA Client: Hackensack Meridian Health, New Jersey Oct 2017 — Sep 2018 Role: PeopleSoft Testing Lead Hackensack Meridian Health provides health care services where one needs it the most. In the hospital, community, and in-home settings, our services are tailored to one's needs, and they are committed to advancing their medical services through clinical education and research. Their comprehensive services include cutting-edge diagnostic procedures, innovative treatment options, and compassionate care by their team of skilled health professionals. • Lead PeopleSoft PTF implementation team involved in test automation and regression testing. • Interacted with their business experts to understand their workflow and build a custom-made resource plan with multiple techno- functional leads. • Lead the in-house PTF team to convert client's manual scripts to automated scripts that eventually let us build module specific scenarios with multiple test scripts to run in a one-step execution model. • Coordinated implementation activities of PTF team for all SIT and UAT cycles. • Worked on Parallel Testing comparing the results from PTF and manual testing cycles. • Involved in training sessions to help end users run PTF test scripts and create their own test scenarios. • Provided documentation and involved in all phases of the project from impact Planning, Design, System testing, and User acceptance testing to Post go -live support. • Undergoing RPA training to assist client team to automate business processes on the platform of software robots or artificial intelligence using Blue Prism. • Environment: PeopleSoft FSCM 9.2, Oracle11g, and Windows 2008 Server, MS Office 2007. Client: Kaiser Permanente, California Role: PeopleSoft Quality Analyst Oct 2017 — Oct 2018 Kaiser Permanente is an American integrated managed care consortium, based in Oakland, California, United States, founded in 1945 by industrialist Henry J. Kaiser and physician Sidney Garfield. Kaiser Permanente is made up of three distinct but interdependent groups of entities: the Kaiser Foundation Health Plan, Inc. and its regional operating subsidiaries; Kaiser Foundation Hospitals; and the regional Permanente Medical Groups. As of 2017, Kaiser Permanente operates in eight states and the District of Columbia and is the largest managed care organization in the United States. • Part of PeopleSoft MyHR QA team involved in manual testing and quality assurance. • Managed the quality assurance tasks for multiple projects, software releases, and maintenance throughout the software development and test phases. Ensured requirements and design artifacts underwent reviews to proactively validate appropriate applicability, accuracy, feasibility, usability, clarity, and testability. • Provided status report information, escalated issues and problems demanding attention and resolution from management. • Lead integration, user acceptance, regression and performance testing stages. • Responsible for defining and maintaining quality assurance testing best practices, initiates and documents processes and procedures improvements. • Managed the development and maintenance of quality assurance test plans, scenarios, cases and scripts. • Monitored progress of testing and makes necessary changes to test plans, cases, and scripts to ensure that quality standards and production deadlines are met. • Environment: PeopleSoft HCM 9. 1, Oracle10g, Windows 10, MS Office 2016. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 79 of 99 Page 79 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services E R PA Client: LDS Church, Utah Dec 2015 — Oct 2017 Role: PeopleSoft PTF Lead & Project Coordinator The Church of Jesus Christ of Latter-day Saints (the LDS Church or, informally, the Mormon Church) is a Christian church that is considered by its followers to be the restoration of the original church founded by Jesus Christ. The church is headquartered in Salt Lake City, Utah, and has established congregations (called wards or branches) and built temples worldwide. According to the church, it has over 74,000 missionaries and a membership of over 15 million. It is ranked by the National Council of Churches as the fourth-largest Christian denomination in the United States. • Part of PeopleSoft Test Framework (PTF) implementation team involved in test automation and regression testing. • Worked with security team to define the security specific testing required for all the application roles and permission lists. Worked with the users and peers in planning, developing, implementing, and supporting new or existing test cases and test scenarios using new rolled our tool features. • Assisted the client -side SMEs in installing PeopleSoft Test Framework (PTF) on their respective machines and conducted training workshops as required. • Worked with the business teams to analyze their custom needs and draft a report for the same. Handheld our custom-built tool, FasTest to manage the delivered test scripts with SME specific data sets. • Coordinated and Participated in User Acceptance Testing. • Coordinated application development sessions with clients and Business partners. • Coordinated and planned status calls with specific business teams to discuss the phase wise report and analysis. • Lead the offshore team to build PTF library test scripts based on client's business needs and automate it alongside the business community. • Environment: PeopleSoft HCM 9. 1, Oracle 10g, Windows XP, MS Office 2007. Client: Franklin Templeton Investments, California Oct 2016 — Oct 2017 Role: PeopleSoft Testing Lead Franklin Templeton Solutions is a global investment management group committed to creating total portfolio solutions integrated with risk management to help investors achieve their financial goals regardless of market conditions. Franklin Templeton offers a wide range of mutual funds and investment solutions. • Part of PeopleSoft PTF implementation team involved in test automation and regression testing. • Interacted with their business experts to understand their workflow and build a custom-made resource plan with multiple techno- functional leads. • Lead the in-house PTF team to convert client's manual scripts to automated scripts that eventually let us build module specific scenarios with multiple test scripts to run in a one-step execution model. • Coordinated implementation activities of PTF team for all SIT and UAT cycles. • Worked on Parallel Testing comparing the results from PTF and manual testing cycles. • Involved in training sessions to help end users run PTF test scripts and create their own test • Provided documentation and involved in all phases of the project from impact Planning, Design, System testing, and User acceptance testing to Post go -live support. • Environment: PeopleSoft FSCM 9.2, Oracle11g, and Windows 2008 Server, MS Office 2007. Client: Franklin Templeton Investments, California Oct 2016 — Oct 2017 Role: Project Manager/ Coordinator • Coordinated implementation activities of PTF team for all SIT and UAT cycles. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 80 of 99 Page 80 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA • Provided documentation and involved in all phases of the project from impact Planning, Design, System testing, and User acceptance testing to Post go -live support. • Coordinated and planned status calls with specific business teams to discuss the phase wise report and analysis. • Defined the project scope, objectives, staffing, resources, and deliverables. • Developed project plans that identified key issues, approaches, and performance metrics. • Planned and scheduled project timelines and milestones. • Formulated risk management plans. • Environment: PeopleSoft FSCM 9.2, Oracle1l g, and Windows 2008 Server, MS Office 2007. Client: Intermountain Healthcare, Utah Jan 2016 — Jul 2017 Role: PeopleSoft Test Lead Intermountain Healthcare is a not-for-profit healthcare system and is the largest healthcare provider in the Intermountain West of the United States. Intermountain Healthcare provides hospital and other medical services in Utah and Idaho and offers integrated managed care under the insurance brand SelectHealth. • Interacted with their business experts to understand their workflow and build a custom-made resource plan with multiple techno- functional leads. • Lead the in-house PTF team to convert client's manual scripts to automated scripts that eventually let us build module specific scenarios with multiple test scripts to run in a one-step execution model. • Worked with the business teams to analyze their custom needs and draft a report for the same. Handheld our custom-built tool, FasTest to manage the delivered test scripts with SME specific data sets. • Lead the offshore team to build PTF library test scripts based on client's business needs and automate it alongside the business community. • Part of PeopleSoft PTF implementation team involved in test automation and regression testing. • Environment: PeopleSoft FSCM 9.1, PeopleSoft FSCM 9.2, Oraclel 1g, and Windows 2008 Server, MS Office 2007. Client: Intermountain Healthcare, Utah Jul 2017 Role: Subject Expert Trainer- Fluid • Provided in- class Fluid UI functional training as a part of a 2 -day training program for a team consisting of functional and technical resources. • Conducted hands on session for various Fluid topics including Homepages, Tiles, Dashboards, Pivot grids, work centers among many others. • Provided documentation of manuals from the training. • Addressed trainee specific questions and queries. • Environment: PeopleSoft FSCM 9.2. Client: Tokio Marine HCC, Houston Jun 2017 Role: Subject Expert Trainer- Fluid Tokio Marine HCC is an international specialty insurance group with offices across the United States, the United Kingdom, Spain, and Ireland. • Coordinated and managed the training program on site. • Provided in- class Fluid UI functional training as a part of a 4 -day training program for a team consisting of functional and technical resources. • Conducted hands on session for various Fluid topics including Homepages, Tiles, Dashboards, Pivot grids, work centers and navigation collections. • Provided documentation of manuals from the training. • Addressed trainee specific questions and queries. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 81 of 99 Page 81 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services • Environment: PeopleSoft FSCM 9.2 Client: AARP, Washington DC Role: PTF Lead- HCM ERPA Oct 2016- Oct 2017 AARP, Inc., formerly the American Association of Retired Persons, is a United States -based interest group with a membership founded in 1958 by Ethel Percy Andrus, Ph.D., a retired educator from California, and Leonard Davis, later the founder of the Colonial Penn Group of insurance companies. • Part of PeopleSoft PTF implementation team involved in test automation and regression testing. • Interacted with their business experts to understand their workflow and build a custom-made resource plan with multiple techno- functional leads. • Lead the in-house PTF team to convert client's manual scripts to automated scripts that eventually let us build module specific scenarios with multiple test scripts to run in a one-step execution model. • Worked with the business teams to analyze their custom needs and draft a report for the same. Handheld our custom-built tool, FasTest to manage the delivered test scripts with SME specific data sets. • Lead the offshore team to build PTF library test scripts based on client's business needs and automate it alongside the business community. • Environment: PeopleSoft HCM 9.2, PTF V 8.54 Role: Subject Expert Trainer- PTF • Designed and managed the training schedule for the HCM SMEs. • Lead and provided training on PTF as a part of a 3 -day training program. • Conducted extensive hands-on session for the team on various basic and advanced features of PTF. Provided documentation of manuals from the training. • Addressed trainee specific questions and queries. Online Training Jan 2016 — Present Role: Subject Expert Trainer- PTF • Coordinated and managed PeopleSoft Test Framework (PTF) training programs online through WebEx and other media on a regular basis. • Provided remote training on PTF as a part of 1 -day training program. • Provided documentation of manuals from the training • Addressed trainee specific questions and queries. • Environment: PeopleSoft FSCM 9.2/ HCM 9.2 Role: Subject Expert Trainer- Fluid • Coordinated and managed the training programs online through WebEx and other media on a regular basis. • Provided online Fluid UI functional training as a part of a Fluid and Fluid 201 2 - day advanced training program. • Provided documentation of manuals from the training. • Addressed trainee specific questions and queries. • Environment: PeopleSoft FSCM 9.2. 101 1- day basic training program Internship: HCL Global Systems, Inc. Sep 2015 — Dec 2015 Role: Business Analyst/ PTF Developer Intern • Collected and transmitted the business requirements for the project and translating these functional specifications and detailed test plans. • Gathering requirements, project planning, designing user interface, interacting with the clients and develop and manage modules. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 82 of 99 Page 82 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA • Assisting in implanting system enhancements or new systems by designing, programming, documenting, and testing. Ensure quality of enhancement or new procedures developed. • Identifying and correcting flaws and/ or procedural gaps related to applications being implemented. • Interacted with client's business experts to understand their workflow and build a custom- made resource plan with multiple techno- functional leads. • Part of PeopleSoft PTF implementation team involved in test automation and regression testing. Presentations & Papers • Healthcare Industry User Group (HIUG), FL Jun 2017 Customer Case Study: Automate Regression Testing with PeopleSoft Test Framework 8.55 was co -presented with an ERP Lead from our Health Care client Intermountain Healthcare. • Quest International Users Group's RECONNECT, IL Jul 2017 • PeopleSoft Test Framework 8.55 as a Test Automation Tool to Automate your PUM Regression Testing. • Revolutionize PeopleSoft Reporting with Fluid UI. Education & Certifications • Bachelor of Technology, in Computer Science Engineering • Master of Sciences, in Information Technology • Oracle Cloud Infrastructure Foundations 2020 Certified Associate • Certified Scrum Master® (CSM), Scrum Alliance ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 83 of 99 Page 83 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services E R PA 12.2.7 VENKATA ANUMULA - PEOPLESOFT FSCM FUNCTIONAL Venkata is a technology and business consultant with over 14 years of experience leading the design, development and implementation of high-performance technology solutions. He has worked extensively as a PeopleSoft Functional SME in the Public and Higher Education sectors and possesses a deep understanding of the business processes and needs of these sectors. He has more than 12 years of experience in leading the design, configuration, testing and deployment of large PeopleSoft Supply Chain and Financials System (FSCM) implementations in Procure -to -Pay modules such as Purchasing, Accounts Payable, Inventory, Financial Gateway, Commitment Control, eProcurement, Strategic Sourcing, Contracts, Accounts Receivables, Billing and GL. He also has extensive knowledge of the capabilities, limitation and integration issues with packaged software solutions such as People Soft. Highlights • Over 12 years of experience leading the design, configuration, testing and deployment of large FSCM implementations • Extensive experience with Purchasing, Accounts Payable, Inventory, Financial Gateway, Commitment Control, eProcurement, Strategic Sourcing, Contracts, Accounts Receivables, Billing and GL with a primary focus in Procure to Pay (Purchasing, eProcurement and Accounts Payable) • Higher Education and Public -Sector experience Technical Skills • Operating Systems: Windows NT 4.0/2000/98/95/XP, MS DOS 6.x, Sun Solaris 2.c, Linux • Languages: SQL, PL/SQL, COBOL, Unix Shell Script, C, C++, Java, Visual Basic 6.0, People Code • Web: JSP, Servlets, Java Beans, ASP 3.0, HTML, DHTML, XML • ERP: PeopleSoft 8.x/7.x (GL, AR, AP, AM, BI, PO, Commitment control) • RDBMS: Oracle 9i/8i/8.x/7.x, MS SQL Server 2000/8.0/7.0/6.5, SQL Query Analyzer. • Tools: PS Query, SQR, Crystal Reports, People Tools 8.x (Application Designer, Application Engine, Tree manager, Upgrade Assistant, Data Mover, OBIEE, Object Security, Process Scheduler, Business Interlink, Component Interfaces), Oracle Developer/2000, Oracle Import/Export, MS Office Suite Professional Experience Alaska Air, Seattle, WA Dec 2017 — Current Sr. PeopleSoft FSCM Functional Consultant • Gather requirements to understand and analyze the need to configure the number of fluid tiles on home page and security roles to assign those roles to the user appropriately. • Presented the delivered tiles for Accounts Payables, Asset Management, General Ledger, Workflow Approvals and Requisitions to the client and gathered requirements around the delivered tiles. • Gather requirements on the fluid user interface mobile approvals and tested those approvals on the mobile devices to ensure that mobile approvals work correctly on any mobile device. • Involved in the Fit -Gap sessions along with the users to discuss the potential gaps in the existing 9.0 system and provide solutions available in the new 9.2 system. • Build Custom Fluid Tiles from regular PeopleSoft pages using Navigation Collections and published those tiles on the fluid home page as per the requirements. • Setup the security for delivered and custom tiles for specific users to ensure they can use mobile Fluid pages on any mobile device. • Gather requirements around PeopleSoft Search Framework; Design for procure -to -pay modules. • Worked with users to enhance existing Business Processes that would help increase effectiveness • Fixed issues related to the PO Auto Sourcing, PO Budget Checking and Receipt Creation etc. • Fixed issues related to the setup and configuration of Purchasing and eProcurement module. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 84 of 99 Page 84 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA University of Louisville, Louisville, KY Sep 2016 — Nov 2017 Sr. PeopleSoft SCM Functional Consultant • Working as PeopleSoft Functional SCM Lead Consultant on Financials 9.2 system assisting the users on fixing the issue and enhancements. • Assisted ePro users in day-to-day issues related to Purchase Orders, Requisitions and Vouchers. • Responsible for gathering requirements along with the key users to discuss the existing business processes in the current system and pain points around the existing system. • Setup/built tiles as part of Fluid User Interface for PeopleSoft 9.2 for different users and defining the security to the tiles to make sure different users access different tiles. • Fix the issues related to the PO Auto Sourcing, PO Budget Checking and Receipt Creation etc. • Fixed various issues related to setup and configuration of Purchasing and eProcurement module. • Configured additional steps to build tiles for Requisition, Expenses, Travel Authorization and Payment Request etc. • Developed a process to upload Journals using Journal Excel Upload feature into PeopleSoft GL. • Worked with users to enhance existing Business Processes to increase effectiveness • Worked on issues related to Supplier Portal; Helped vendors log into system and check POs. • Hands on experience on full life cycle of Procure -to -Pay process. • Designed and developed the Requisition and Payment Request workflow using AWE. • Responsible for handling issues related to Commitment Control exceptions and fix issues daily NiSource, Columbus, OH Oct 2015 — Aug 2016 Sr. PeopleSoft Supply Chain Functional Consultant • Worked as PeopleSoft Functional SCM Lead Consultant in Procurement (Purchasing, ePro) and AP implementation of PeopleSoft 9.1 system. • Responsible for gathering requirements along with the key users to discuss the existing business processes in the current system and pain points around the existing system. • Led team in mapping existing supply chain business processes in Maximo to new 9.1 system. • Conducted Conference Room Prototype (CRP) sessions to provide a high-level Functionality of PeopleSoft system to the client and understand important business processes of existing system. • Responsible for developing a conversion approach strategy for converting the procurement transactions such as Purchase Orders, Receipts and Procurement Contracts. • Setup Supplier setup including Supplier Location, Addresses and Contacts. • Created As -Is and To -Be Process Visio diagrams. • Understanding existing inbound/outbound interfaces to Maximo system; Designed new interfaces to new PeopleSoft 9.1 system. • Involved in developing a roadmap for mapping the existing end -to end procure -to -pay processes onto the new PeopleSoft system. • Involved in the test approach strategy and design test plan. • Setup and Configure Direct Connect Vendors using eProcurement Punch -out. • Configured and setup eight (8) business units for Purchasing and assisted setup for Ship -To Locations setup, Requestor setup, Change Template etc. • Arranged workshops after UPK sessions to provide the users hands-on experience of the ePro and Purchasing modules. • Validated accounting entries generated from Receipt Accrual Process and Voucher Post process and posted to GL. • Involved in setting up the match rules, document association rules and configured the Match Rule Control to setup the three-way matching as desired by the client. • Setup and configured the Receipt Accrual Journal Template. • Validated the critical GL processes such as Journal Generator Process, Journal Post Process and Ledger Close Process. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 85 of 99 Page 85 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services 100*0=eft ERPA • Develop the Functional and Detailed Documents for all the business processes. • Designed and developed the Requisition workflow using AWE. • Configured several processes such as Return to Vendors, Close Short Job etc. • Provided documentation to the users on the processes such as Close Short Process, Return to Vendors, Procurement Contract Versioning etc. • Fixed issues related to the setup and configuration of Purchasing, ePro, Strategic Sourcing and AP. • Developed various queries and reports in eProcurement, Purchasing, Procurement Contracts and AP to provide the users with the data they need in their daily activities. • Validated setup and configuration of AP, Purchasing, Procurement Contracts and eProcurement after the 9.1 upgrade • Trained users on the new 9.1 system; Provided them with all new Functionality available • Met with managers and end users to review the status on a weekly basis. • Assisted the users in the Accounting Entries generation for receipt accrual process. • Fixed issues related to Voucher Matching with PO, Voucher Post process and Payment Post process. • Fixed issues related to BI reports and to the setup/configuration of Purchasing and ePro modules. • Hands on experience on full life cycle of Procure -to -Pay process. EKPC, Lexington, KY Oct 2014 — Sep 2015 Sr. PeopleSoft FSCM Functional Consultant • PeopleSoft Functional Lead Consultant in Financials Upgrade from 9.0 to 9.2 on Supply Chain (SCM) modules such as Purchasing, eProcurement, Inventory etc. with a focus on Technical development. • Involved in the Fit -Gap sessions along with the users to discuss the potential gaps in the existing 9.0 system and provide solutions available in the new 9.2 system. Fixed issues related to the setup and configuration of Strategic Sourcing, Contracts and Purchasing Gathered new business requirements from Functional users; Discussed possible retrofit within new 9.2 system. • Developed Functional and Detailed Documents for the processes that require customizations necessary to perform the day-to-day business. • Setup/trained users in User Productivity Kits (UPK); Addressed all issues in working through UPKs Setup key configurations to implement eProcurement module. Validated configurations to setup the bid factors and business constraints according to the needs of the organization after the upgrade from v8.4 to 9.1. • Fixed issues related to the Bidder Registrations and Event creation. • Assisted users in Cost accounting process, Validated setup of Cost Books, Cost Types and Cost Methods. • Validating the configurations and setup of PO, Inventory and AP modules from 9.0 to 9.2. • Assisted the users in the Accounting Entries generation from AP -to -GL. • Fixed issues related to the payments coming from Payables within Financial Gateway. • Fixed issues related to Voucher Matching with PO, Voucher Post process and Payment Post process. • Modified the Bank layout file to accommodate the client requirements and tested with the Bank to make sure this is acceptable to Bank. • Designed and Developed the Requisition and PO workflow using AWE. • Configured the Buyer Work Center and the dashboard for the end users. • Configured several processes such as Return to Vendors, Close Short Job etc. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 86 of 99 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services 100*0=eft ERPA • Provided documentation to the users on the processes such as Close Short Process, Return to Vendors, Procurement Contract Versioning etc. • Fixed issues related to setup/configuration of Purchasing, ePro, Strategic Sourcing and AP • Validated the Pay Cycle setup and Bank setup for the newly created Pay Cycles. • Designed and developed the Procurement Contract Workflow into 9.2 system. • Developed queries and reports in ePro, Purchasing, Billing and AP to provide users with the data needed for daily activities. • Validated setup/configuration of AP, Purchasing, Procurement Contracts and ePro after upgrade • Trained users on new 9.2 system; Provided them with all new Functionality available. • Configured Ledger Close process and GL Allocation process; Validated the results of the processes. • Meet with the Managers and the end users to review the status on a weekly basis. • Configured, automated and validated all the business processes related to the Payables to Financial Gateway integration including the pre -note process. • Developed Pivot Grids for some of the key queries the users use for their day -to- day business. • Configured/setup Buyer Work Center and Buyer Dashboard as per the EKPC user requirements. • Fixed issues related to BI reports and setup/configuration of Purchasing and eProcurement module. • Hands on experience on full life cycle of Procure -to -Pay process. City of Boston, Boston, MA Jan 2013 — Sep 2014 Sr. PeopleSoft SCM Functional Consultant • Worked as PeopleSoft Financial and Supply Chain Consultant in Production Support and training of the Purchasing, eProcurement, Strategic Sourcing, Inventory and AP modules. • Fixed various issues related to the setup and configuration of Inventory, Purchasing and GL. • Develop the Functional and Detailed Documents for the processes that require customizations necessary to perform the day-to-day business. • Developed various queries and reports in Procurement, Strategic Sourcing and AP to provide the users with the data they need in their daily activities. • Validated the setup and configuration of AP, PO, ePro, Procurement Contracts and Commitment control after the upgrade from v8.4 to 9.1. • Setup/configured new Pay Cycle for a new business unit; Validated full pay cycle for business unit. Setup/trained the users in User Productivity Kits (UPK); Resolved issues in working through UPKs. Fixed issues related to the Voucher Matching with PO, Voucher Post and Payment Post processed. • Assisted the users in the Event Creation, Bid Analysis and Bid Award process. • Validated Configurations to setup the bid factors and business constraints according to the needs of the organization after the upgrade from v8.4 to 9.1. • Fixed issues related to the bidder registrations and event creation. • Trained users on Source to settle processes that include all event life cycle processes. • Assisted the users in the Order fulfillment process and Directed Putaway process. • Knowledge of PeopleSoft Inventory Business Unit, Items, fulfillment stages, receiving and shipping, par locations. • Assisted users in Cost Accounting process; Validated setup of Cost Books, Cost Types and Cost Methods. • Validated configurations and setup of PO, Inventory and AP modules from 8.8 to 9.1. • Handled year-end 1099 Vendor process; Fixed issues related to 1099 setup within Vendor Management. • Configured several processes such as Return to Vendors, Close Short Job etc. • Designed/developed contract clause libraries, document configurators, and user -defined wizards used for document generation. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 87 of 99 Page 87 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ,."Oewmwel ERPA • Trained end users to manage document lifecycle and track executed Supplier contracts and amendments. • Designed and developed a custom process that updates the Contract Balances of the closed POs that have balances but never went back to Contracts. • Modified the CCD+ file to accommodate the new requirements desired by client for ACH payments. • Fixed issues related to the PO Auto Sourcing, PO Budget Checking and Receipt Creation etc. • Fixed issues related to the payments coming from Payables within Financial Gateway. • Configured, automated and validated all the business processes related to the Payables to Financial Gateway integration including the pre -note process. • Assisted the users in the Accounting Entries generation from AP -to -GL. • Fixed the PO and KK related issues in 9.1 that are migrated from 8.4. • Prepared the fit -gap analysis document to define the requirements in relation to the implementation of People Soft Release 9.1. • Developed business process flow diagrams for existing process related to Purchasing, AP and GL. • Gather requirements from users to generate user-friendly reports useful in day-to-day activities. • Fixed the issues related to posting of Pending Items. • Meet with the Managers and the end users to review the status on a weekly basis. ERP Analysts, Inc Feb 2012 — Dec 2012 Senior ERP Analyst Client: Workers' Compensation Board, Albany, NY • PeopleSoft financial Consultant in upgrade of the PeopleSoft Financials system from 8.8 to 9.1. • Validated the setup and configuration of PO, Contracts, AP, AR, Billing, Project Costing, Maintenance Management and Commitment control after the upgrade from v8.8 to 9.1. • Gathered requirements from users to generate user-friendly reports useful in day-to-day activities. • Setup new AP business unit and involved in all the configurations related to this business Unit. • Setup new Step Group and created a new Pay Cycle for the new business unit. • Prepared the fit -gap analysis document to define requirements in for implementation • Developed business process flow diagrams for existing process related to Purchasing, AP and GL. • Experience with Procurement Contracts life cycle from Contract Creation till Voucher Posting. • Assisted users with processes (i.e. Order Release, Reservation, Picking Confirmation and Shipping) • Configured the storage levels for the inventory business units in 9.1. • Performed fit -gap analysis for modules (i.e. PO, Inventory and AP for upgrade of Peoplesoft 9.1) • Gathered requirements for the customization of the replenishment report and packing slip report. • Assisted users with processes (i.e. Voucher Posting, Voucher Close, Payment Posting, Check restart) • Validated the setup of existing Pay Cycles. Client & Employer: Peralta Community College District Oct 2006 — Jan 2012 Application Software Analyst • Peoplesoft Functional Consultant at the District IT office handling Finance and Student Administration modules such as Student Records, Student Finance, Campus Community. • Day to day production support to the end users in their daily activities related to all the financial modules like AP, PO, AR, Asset Management, Treasury, Inventory and GL etc. • Involved in the validation of the GL data from 8.8 to 9.1. • Validated all the existing customized GL reports from 8.8 to 9.1. • Developed a tool to clean-up the data in the Commitment Control related tables and establish synch between the activity log and Ledger KK. • Achieved the Customization of the Requisition page to enable the taxes to be added to the Req. Amount at the Requisition level. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 88 of 99 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services 100*.••eft- ERPA • Created a new Taxable field on the Requisition page separate from the Ship TO Location field Functionality to enable the users to create Taxable and Non -Taxable line effectively. • Defined a process that avoided the discrepancy between Voucher Accounting table and the General Ledger table. • Created Queries and Reports (SQR and Crystal Reports) necessary as requested by the end-users based on the set of criteria. • Developed App. Engine Program to provide the users with a report that shows all the information ranging from Procurement to Vouchers. • Experience with Procurement Contracts lifecycle from Contract Creation til Voucher Posting. • Fixed various issues relating to the Contract Creation, Contract Maintenance, Defining Milestones and Contract Release process and sourcing the Contracts to Purchase Orders. • Setup and configured various options related to the Contracts module. • Trained new users in Requisitions, POs and Vouchers and managing their budgets on the Commitment Control side. • Extensively worked on App. Designer and People code creating components for custom modules. • Involved in design of various customizations related to the Student Administration. • Defined a process that avoided the discrepancy between Voucher Accounting table and General Ledger table. • Created Functional documents related to all customizations performed; Provided guidelines for Technical documentation. • Validated the data that was converted from legacy to the Peoplesoft 8.8 system. Education • MCA (Master of Computer Applications) Sep'l 998. Osmania University, Hyderabad, A.P., India. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 89 of 99 Page 89 City of Springfield I RFP Number #S2866 /*~` PeopleSoft Managed Services E R PA 12.2.8 RITA FUTRELL - PEOPLESOFT HCM FUNCTIONAL Over 35 years of experience in human resources, benefits, recruiting, systems development, and software consulting. Senior PeopleSoft HCM Functional Lead and Practice Director with numerous, full -lifecycle implementations and upgrades, including hands-on experience implementing PeopleSoft's Human Resources, Base Benefits, Benefits Administration, Manager Dashboard, eApps, Talent Acquisition Management and Candidate Gateway Modules. These implementations have included project management, requirements management, design, training, development and deployment phases, post- production support, and planning for future phases. PeopleSoft implementation experience spans version 1.0 through version 9.2. A PeopleSoft Enterprise 9 HCM, HR Consultant Certified Expert. Professional Consulting Experience Bremer Bank Lead Functional Consultant • Served as Lead Functional Consultant for upgrade from 9.1 to Version 9.2, Image 24. This was a Fluid Integration project. • Conducted structured design sessions of functionality for HCM including core HR including full position management, Benefits Administration, Life Events, eDevelopment, and eProfile. Position Management is being newly implemented. • Configured tables needed for HCM, eProfile, Benefits Administration, and eDevelopment. • Configured Activity Guides for new Life Events. • Developed functional specifications for system modifications. • Performed analysis of existing configuration tables. • Worked with technical resources to convert Job Data to Position data. • Created test scripts and conduct System Integration testing. • Worked with team to document and remediate defects. • Supported User Acceptance Testing. Orangeburg Regional Medical Center Lead Functional Consultant • Served as Lead Functional Consultant for implementation of HCM on Version 9.2. • Conducted structured design sessions of functionality for HCM including core HR and Health & Safety. • Conducted design sessions for Employee Self Service and Manager Self Service. • Configured tables needed for the implementation of Core HCM and ESS. • Managed conversion efforts for HCM Core Data. • Conducted structured design sessions of functionality for HCM including core HR including full position management. • Worked with developer to determine the blueprint for how data would be mapped. • Managed the identification and resolution of application issues. Escalated project issues, project risks, and other concerns. Provided postproduction support for HCM. Implemented Manager Self Service, including Dashboard, following 'Go Live'. • Supported configuration and testing for Open Enrollment. • Gathered requirements for Open Enrollment processing. • Performed analysis of existing configuration tables. • Conducted System testing for Benefits Administration. Navy Federal Credit Union Lead Functional Consultant • Served as Lead Functional Consultant in Upgrade from 9.1 and 9.2. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 90 of 99 Page 90 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services 100*.••eft. ERPA • Conduct structured walk-through sessions for new functionality released in 9.2 in Human Resources, Benefits Administration, Recruiting, and Employee Self Service. • Implemented new 9.2 functionality including Life Events (eBenefits), Affordable Care Act (Benefits), and SES (Secure Enterprise Search) for recruitment and other functionality. • Configured tables needed for the implementation of life events. • Configured tables needed for the implementation of flexible processes (recruiting). • Worked with users and ERISA attorneys to validate configuration for the Affordable Care Act. • Managed conversion effort to integrate contractors as contingent workers. • Managed effort to create retiree benefits configuration and enroll retirees into retirement benefits. • Worked with teams to document and remediate defects. • Provided postproduction support. Asplundh Tree Expert Co. Project Manager and Lead Functional Consultant • Served as Project Manager and Lead Functional Consultant in Upgrade from 9.0 and 9.2. • Created and maintained project plan and budget for project; project was completed on time and under budget. • Created and managed cutover checklist for 'Go Live' activities. • Conducted structured walk-through sessions for new functionality released in 9.2 in Human Resources, Benefits Administration, and Employee Self Service. • Supported configuration effort. • Created test scripts and conducted system integration testing. • Supported User Acceptance Testing. • Created cutover steps for modules • Managed the identification and resolution of application issues. • Escalated project issues, project risks, and other concerns. • Provided postproduction support for TAM/CG. Washington Metropolitan Area Transit Authority Functional Consultant and Trainer • Served as TAM/CG Functional Consultant in Upgrade from 8.8 to 9.1. • Created test scripts using The Oracle User Productivity Kit (UPK). • Conducted System Integration Testing. • Supported User Acceptance Testing. • Resolved configuration issues. • Worked with TAM team to document and remediate Gap issues. • Provided postproduction support for TAM/CG. • Developed classroom content using UPK. • Conducted desk side and classroom training for Talent Acquisition Management/Candidate Gateway, and Manager Self Service • Delivered training to managers and executive officers in classroom and one on one. • Conducted Train the Trainer (T3) Sessions for TAM/CG. Hampton Roads Transit Lead Functional Consultant • Provided detailed guidance to HRT functional leads through re -implementation process. • Provided "Best Practice" business and system knowledge. • Prepared agendas for the structured walkthroughs of the PeopleSoft modules prototypes. • Conducted the prototype sessions for Human Resources, Talent Acquisition. Manager/Candidate Gateway, Employee Self Service, Manager Dashboard, Talent Summary, Org Chart Viewer, Manager Self Service. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 91 of 99 Page 91 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services 100*0=eft ERPA • Configured the initial prototype system based on business requirements. • Led Requirement definition and Fit/Gap analysis. • Assisted in resolving gaps, whenever possible, by recommending work -around, process improvement, customization, or modification. • Analyzed current business processes. • Developed business process vision and requirements. • Lead conversion requirements, design, testing, and validation. • Developed functional specifications. • Oversaw and support testing the system to ensure that HRT requirements are met. Led system assessment, design, configuration/development, and testing. Escalated project issues, project risks, and other concerns. • Reviewed all project deliverables and work products. Ensured that the project tasks are performed on schedule. Provided the appropriate templates and tools to the Module leads. Ensured all modules conform to project standards and guidelines. Created Conversion Validation Materials. • Trained the trainers for Talent Acquisition/Candidate Gateway, Human Resources, Manager Dashboard, Employee Self Service, Training, and Professional Compliance. • Created job aids for testing and implementation of new functionality. • Staged database in preparation for training classes. • Provided support to Trainers during their training sessions. • Ensured knowledge transfer was accomplished with functional leads. • Assisted with the management and resolution of BPR issues in each respective area. • Identified detail tasks for Functional Team Members. • Performed review and internal quality assurance on all application deliverables. • Managed the identification and resolution of application issues. Quest Diagnostics, Inc. Lead Functional Consultant • Served as Lead Functional Consultant for upgrade from 9.0 to 9.1 in the following areas: Human Resources, Benefits Administration, Employee Self Service, Manager Self Service, and eRecruit. • Conducted assessment sessions for Human Resources, Benefits Administration, Employee Self Service, Manager Self Service, and eRecruit. • Created design document sections for the following functionality: Human Resources, Benefits Administration, Employee Self Service, Manager Self Service, and eRecruit. • Reviewed existing customizations with users to determine if customizations can be eliminated. • Configured database to reflect new configuration specific to version 9.1. • Created test scripts and assisting users during testing. • Created job aids for testing and implementation of new functional. • Staged database in preparation for training classes. • Provided support to Trainers during their training sessions. • Ensured knowledge transfer was accomplished with functionality leads. Alion Science and Technology Lead Functional Consultant • Served as Lead Functional Consultant providing upgrade support in an environment going from 8.9 to 9.1. • Reviewed and updated design documents for customizations to be retrofit to version 9.1. • Led assessment session for Benefits Administration including Total Rewards. • Assisted with writing of test scenarios and testing new functionality for HR, Benefits, and eRecruit. • Provided support for Benefits, eRecruit and Human Resources. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 92 of 99 Page 92 City of Springfield I RFP Number #S2866 /*~` PeopleSoft Managed Services E R PA • Created test scripts and assisted users during testing. • Created job aids for testing and implementation of new functionality. • Staged database in preparation for training classes. • Provided support to Trainers during their training sessions. • Ensured knowledge transfer was accomplished with functionality leads. Quest Diagnostics, Inc. Lead Functional Consultant • Served as Lead Functional Consultant to merge certain international populations into database with U.S. based employees. • Served as Lead Functional Consultant to implement Manager Self Service. • Provided functional support for testing of a custom non-employee page. • Conducted fit/gap sessions for Manager Self Service. • Created design document for Manager Self Service. • Configured database for Manager Self Service. • Created test scripts and assisting users during testing. • Trained users on the new functionality being implemented. • Created job aids for testing and implementation of new functionality. • Ensured knowledge transfer was accomplished with functional leads. Quest Diagnostics, Inc. Project Manager and Lead Functional Consultant • Served as Project Lead, Functional Lead, and Test Lead for implementation of PTO plans for portion of employee population via Benefits Administration. This population was previously enrolled in Vacation, Sick, and Float Holiday plans. • Generated requirements document to capture functional requirements to be included and excluded from the implementation. • Developed and managed Project plan. • Created and assembled design document for the project. • Configured set-up tables for Base Benefits and Benefits Administration. • Created test scripts and test plan. • Worked with technical resource to convert "old" leave plan accrual amounts to the "new" leave plans. • Provided postproduction support. Quest Diagnostics, Inc. Project Manager and Lead Functional Consultant • Served as Project Lead and Functional Lead for implementation of Talent Acquisition Manager (TAM) version 9.0 for large employee and external applicant population. • Generated Requirements document to capture functionality to be included/excluded from implementation. • Created and assembled design document for the project. • Wrote test scripts and created test plan. • Configured set-up tables. • Managed and maintain the Project plan. • Gathered requirements to convert data for 120,000 applicants from a 3rd party vendor, Authoria. • Gathered custom requirements from two 3rd party vendors for integration with PeopleSoft. • Participated in Resume Mirror configuration/functionality/issue resolution sessions for three products — Parsing, Search, and Post to Job Board. • Assisted with the design and configuration for maintaining applicant assessment results from The Shaker Group. ERP Analysts, Inc. 19/10/2021 Page 93 Attachment 3, Page 93 of 99 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services 100*0=eft ERPA • Conducted "Train the Trainer" training sessions for eRecruit and Resume Mirror/Talent Technology. • Provided support to power trainers as they trained other users. • Participated in analysis and testing of resolved issues. Quest Diagnostics, Inc. PeopleSoft HCM Functional Consultant • Served as HR/Benefits Functional Lead for PeopleSoft v. 8.8 to v. 9.0 upgrade. • Led Fit/Gap analysis sessions for HR, Benefits Administration, Recruitment, eCompensation, eBenefits, eCompensation Manager Desktop, eDevelopment, eProfile, and eProfile Manager Desktop. • Configured new/modified table set-up. • Created test scenarios and conducted system testing. • Staged database in preparation for training classes. • Created job aids for testing and implementation of new functionality. • Provided support to Trainers during their training sessions. • Ensured knowledge transfer was accomplished with functional leads. • Assisted in compiling project documentation for Design Document. • Participated in analysis and testing of PeopleSoft fixes. • Participated in data validation process. • Provided issue analysis and resolution. Quest Diagnostics, Inc. Project Manager and Lead Functional Consultant • Served as Implementation and Functional Lead in an environment deploying eApps (eProfile, eDevelopment, eCompensation) in version 8.8 to a population of approximately 42,000 employees. • Managed the project plan. • Configured new table set-up. • Created test scenarios and conducted system testing. • Created job aids for testing and implementation of new functionality. • Staged database in preparation for training classes. • Provided support to Trainers during their training sessions. • Ensured knowledge transfer was accomplished with functional leads. • Assisted in compiling project documentation for Design Document. • Participated in analysis and testing of PeopleSoft fixes. • Participated in data validation process. • Provided issue analysis and resolution. DC Based Financial Services Company PeopleSoft HCM Functional Consultant • Led Fit/Gap analysis sessions for HR, Benefits, eProfile, eProfile Manager, and Talent Acquisition/Candidate Gateway (eRecruit). During these sessions compared the 8.0 functionality to the 8.9 functionality. • Implemented new functionality in eRecruit that was previously performed in Talent Tracker and Lotus Notes. • Provided UAT support for HR, Benefits, eProfile/eProfile Manager, and eRecruit. • Configured new/modified table set-up, created and/or modified test scenarios and conducted system testing. • Assisted in compiling project documentation at the commencement of the project including test and change management plans. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 94 of 99 Page 94 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services 100*0=eft ERPA • Participated in data validation process. • Provided issue analysis and resolution. • Assisted with compiling recommendation on how and when to proceed with the deployment of the 8.9 product. • Documented and tested customizations. • Created job aids for testing and implementation of new functionality. • Staged database in preparation for training classes. • Ensured knowledge transfer was accomplished with functional leads. Navy Federal Credit Union PeopleSoft HCM Functional Consultant • Captured "As Is" business processes for Benefits, Payroll, and Time and Labor for v 9.0 implementation. • Identified functional requirements. • Designed "As Is" Business Process flows using Visio to achieve a level of process description comparable to the PeopleSoft process flow in v 9.0. Public Company Accounting Oversight Board (PCAOB) PeopleSoft HCM Functional Consultant • Provided support for Tax Updates and Payroll year End processing in a PeopleSoft 9.0 environment. Enterprise Community Partners, LLC. PeopleSoft HCM Functional Consultant • Gathered requirements for Time and Labor v9.0 testing. • Created test scenarios for Time and Labor Functionality. OPNET Technologies, Inc. PeopleSoft HCM Functional Consultant • Implemented Benefits Administration and eBenefits in an 8.9 environment. • Gathered requirements for Benefits Administration and Open Enrollment processing. Performed analysis of existing configuration tables. Configured Benefits Administration and eBenefits tables. • Configured and tested new configuration due to change of carrier for dental, life, and disability plans. • Created "How to" guides for daily HR, Benefits Administration, and Open Enrollment Processing. • Prepared environment to calculate benefit deductions. Calculated and confirmed benefit deductions in Production environment. • Created test scenarios and performed System Testing for Ben Admin functionality. • Assisted users during UAT Testing and the move to Production. • Provided Postproduction support and analysis of existing HR configuration. • Created job aids for testing and implementation of new functionality. • Staged database in preparation for training classes. • Ensured knowledge transfer was accomplished with functional leads. • Provided one to one training for users on HR and Benefits Administration functionality. Quest Diagnostics, Inc. Project Manager and PeopleSoft HCM Functional Consultant • Served as Project Manager and Functional Consultant. • Led Fit/Gap analysis sessions for Benefits Administration and eBenefits. • Successfully implemented Benefits Administration in an 8.8 environment for a population of more than 30,000 employees. • Created job aids for testing and implementation of new functionality. ERP Analysts, Inc. 19/10/2021 Page 95 Attachment 3, Page 95 of 99 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA Staged database in preparation for training classes. Ensured knowledge transfer was accomplished with functional leads. Additionally, provided support for first Open Enrollment using Benefits Administration and third - party vendor. Alion Science and Technology Lead Functional Consultant • Served as Lead Functional Consultant providing upgrade support in an environment going from 8.0 to 8.9. • Led Fit/Gap analysis sessions for Benefits and eBenefits. • Assisted with writing of test scenarios and testing new functionality for HR, Benefits, and eRecruit. • Created job aids for testing and implementation of new functionality. • Staged database in preparation for testing cycles. • Ensured knowledge transfer was accomplished with functional leads. • Provided support for Human Resources. Educational Testing Services O&M Lead Functional Consultant Served as Lead O & M Functional Consultant for Production support in an 8.8 environment. Provided support for Human Resources, Benefits Administration, and Payroll. Provided support for Open Enrollment, Tax Updates, and special projects. Booz Allen Hamilton Program Manager and Lead Functional Consultant • Led Fit/Gap analysis sessions for HR, Benefits Administration, and Payroll Interface between version 8.0 SP1 and version 8.9. • Analyzed current business processes as well as current production system setup comparing them to PeopleSoft HCM release 8.9 functionality and additional HCM self-service functionality. • Assisted with compiling recommendation on how and when to proceed with the deployment of HCM and other technologies. Quest Diagnostics Project Manager and Lead Functional Consultant • Led Fit/Gap analysis sessions for Benefits Administration and eBenefits on 8.8. The analysis included review of current benefit plans as well as new functionality being offered in the upcoming plan year. • Provided support for table configuration and problem resolution. • Developed test plan and test scenarios for delivered functionality as well as online customizations. • Staged database in preparation for training classes. • Ensured knowledge transfer was accomplished with functional leads. Quest Diagnostics, Inc. Project Manager and Lead Functional Consultant • Upgrade of PeopleSoft from version 7.5 to version 8.8. This functionality included Base Benefits and the Open Enrollment process. Major changes were made to the Benefit Program during the Open enrollment period, including legislation requirements for domestic partners and same sex partners. This resulted in the implementation of 20 new benefit plans and supporting tables. • Conducted testing in QA environment for Benefits and Payroll. • Performed customizations and interfaces. • Led weekly status meetings with project team. • Coordinated all aspects of unit, integration, and parallel testing. • Coordinated all functional activities, to include functional deadlines, test troubleshooting and test phase timelines. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 96 of 99 Page 96 City of Springfield I RFP Number #S2866 /*~` PeopleSoft Managed Services E R PA • Updated specifications for reports, interfaces, and queries. • Coordinated all setup table activity. • Conducted unit, system integration, and QA testing. AMERIGROUP Corporation Lead Functional Consultant • Provided support for testing related to the implementation of eBenefits for the Open enrollment process in a short plan year. • Successfully configured table set-up, created and/or modified test scenarios and conducted system testing. • Provided testing and support for eRecruit testing after upgrade. • Created job aids for testing and implementation of new functionality. • Provided support to Trainers during their training sessions. • Ensured knowledge transfer was accomplished with functional leads. AMERIGROUP Corporation Project Manager and Lead Functional Consultant • Implementation support of deferred functionality from initial project implementation. This functionality includes Family and Medical Leave Act tracking, Absence Tracking, Recruitment, Resume Processing, Variable Compensation, Vendor Billing, and Salary planning. • Managed multitask project plan. • Led weekly status meetings with project team. • Provided support to implementation activities related to Resume Processing and Recruitment. Supported creation of configuration tables, testing, and problem resolution. • Coordinated all aspects of system and unit testing. • Coordinated all functional and technical activities, to include: design specifications, programming deadlines, test troubleshooting and test phase timelines. • Participated in prototyping sessions and Fit/Gap Analysis. • Conducted unit and system integration testing. AMERIGROUP Corporation Human Resources Lead • PeopleSoft 8.3 implementation. • Conducted detailed analysis and conducted walk through sessions. • Conducted data conversion mapping. • Developed test plan and test scenarios for delivered functionality as well as online and report customizations. • Created job aids for testing and implementation of new functionality. • Staged database in preparation for training classes. • Provided support to Trainers during training sessions. • Ensured knowledge transfer was accomplished with functional leads. • Participated in requirements mapping and custom definition sessions. • Participated in User Acceptance testing. • Conducted Unit and System Testing for HR and BA modules. • Conducted Update and Fix testing for HR and BA modules. • Participated in data validation process. • Provided issue analysis and resolution. Alion Science & Technology (previously IITRI - IIT Research Institute) Lead Functional Specialist • PeopleSoft v8.0 HR, BB, and BA ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 97 of 99 Page 97 City of Springfield I RFP Number #S2866 PeopleSoft Managed Services ERPA • Conducted walkthrough session of the FSA Administration (Flexible Spending Account) session with client implementation team to determine feasibility of implementing this module based on organization's current and future business objectives. • Provided on-site support near go -live to assist with testing and issue resolution. Lockheed Martin (LM People) Lead Functional Specialist • A seven -phase PeopleSoft 7.5 HR and Payroll implementation for Lockheed Martin, the world's second largest aerospace and defense firm. • Participated in four phases of the Payroll rollout encompassing 60,000 employees and numerous unions. • During requirements -definition process, accommodated benefits and reporting needs of multiple subsidiaries and regulations of various unions. • Conducted prototyping sessions with users to determine setup, customization, interface, and reporting requirements. Prototyping sessions included Benefits Administration as well as the Retro Deduction process. Special attention was given to accommodating union specific requirements. • Reviewed and resolved issues pertaining to system design for the Lockheed Martin Custom interfaces and processes for the various 401(k) Savings plans enrollment and calculations. Prepared Fit/Gap Analysis and Detailed Design Documents for BA module. Prepared system -test scenarios, supports integration testing, and resolves testing issues. • Participated in data validation process, which requires validating data on employee job records, tax records, payroll records, and self-service records. • Trained end users on Payroll Module functionality. • Trained end users on Base Benefits Module functionality. • Reviewed and resolved issues pertaining to system design for the Lockheed Martin Custom interface for Benefits enrollment. • Participated in testing of PeopleSoft updates and fixes. This requires development of test scenarios and validation of test results. • Completed a PeopleSoft 8.0 Upgrade Assessment for Benefits and Payroll for Lockheed Martin. Personnel Group of America (PGA) Functional Lead Consultant • Planned and managed HR and BA prototyping sessions for nationwide placement firm. • Responsible for functional area support, such as detailed analysis, prototyping, requirements mapping, data dictionary development, and interface definition, which culminated in a Detailed Design Document for HR and BA modules. • Created test plans for HR, BA and Payroll modules and conducted several testing phases. • Staged database in preparation for training classes. • Provided support to Trainers during their training sessions. • Ensured knowledge transfer was accomplished with functional leads. • Performed hands-on user training on HR, BA, and Payroll. Lead Functional Consultant • Planned and managed HR and BA prototyping sessions for an information technology consulting services company. The prototyping sessions included COBRA and Benefits Billing functionality. • Preformed requirements mapping analysis, and conducted prototyping sessions. • Prepared Detailed Design Documents that discussed system -reporting modifications required for the implementation. • Created test plans for Human Resources and Benefits. ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 98 of 99 Page 98 City of Springfield I RFP Number #S2866 /*~` PeopleSoft Managed Services E R PA Hilton Hotels Corporation Lead Functional Consultant Planned and managed HR and BB prototyping sessions for an international hotel -chain. Performed detailed analysis to determine requirement impacts for international organization employing approximately 61,000 worldwide. • Prepared Detailed Design Documents for both the HR and BB modules. • Planned a phased deployment to 65 hotels. • Revised PeopleSoft training material and conducted on-site training on HR, BB, and Payroll modules. Service Employees International Union (SEIU) Lead Functional Consultant Planned and managed HR, BB, and Payroll Interface prototyping sessions for the third largest labor union in the U.S. Wrote Fit/Gap Analysis and Detailed Design Documents for HR-, BB-, and Payroll Interface modules. Emhart Powers and Emhart Glass Functional Consultant • Participated in final testing and, implementation and wave deployment of HR, BB, and Payroll modules at two Black & Decker subsidiaries. US Marshall Services office (DoJ agency) • Conducted pre -implementation interviews to identify key issues, interfaces, customizations, and risks prior to implementing PeopleSoft's Federal HR system at the US Marshall Services office (DoJ agency). Bayshore Hospital Senior Consultant • Planned and managed HR, BB, and FSA prototyping sessions. • Conducted detailed analysis, prototyping, requirements mapping, data dictionary development, and interface definition sessions. • Prepared Detailed Design Documents for HR, BB, and FSA modules. • Conducted on-site training on Human Resources, Benefits Administration, and Flexible Spending Account modules. Education • M.Ed., Education, Temple University • M.Div., Regent University • B.A., Humanities, University of Pittsburgh Traininq & (ertifieations • PeopleSoft Training: Human Resources, Base Benefits, Benefits Administration, Candidate Gateway/Talent Acquisition Manager, eApps • Oracle 9.0 Certified PeopleSoft Enterprise HCM Implementation Champion ERP Analysts, Inc. 19/10/2021 Attachment 3, Page 99 of 99 Page 99