attachment 7 - key personnel forms · web viewmay 17, 2021 · proposers shall complete table 7,...
TRANSCRIPT
Request for Proposal (RFP) #2204
Attachment 7
Human Resources Management System (HRMS)
Key Personnel Forms
Revision 1 (May 17, 2021)
*Digital version may be found at:
https://ogs.ny.gov/procurement/bid-opportunities
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
Table of Contents1. INSTRUCTIONS.....................................................................................................................................
2. PROJECT DIRECTOR...........................................................................................................................
3. PROJECT MANAGER...........................................................................................................................
4. FUNCTIONAL RESOURCES.................................................................................................................
5. TECHNICAL RESOURCES.................................................................................................................
6. DATA CONVERSION RESOURCES...................................................................................................
7. SECURITY RESOURCES....................................................................................................................
8. PEOPLESOFT ADMINISTRATORS....................................................................................................
9. TEST MANAGER/QA LEAD................................................................................................................
10. TRAINING LEAD..................................................................................................................................
List of TablesTable 1, Project Director.....................................................................................................................................Table 2, Project Manager...................................................................................................................................Table 3, Functional Lead #1...............................................................................................................................Table 4, Functional Lead #2.............................................................................................................................Table 5, Technical Resource #1.......................................................................................................................Table 6, Technical Resource #2.......................................................................................................................Table 7, Data Conversion Lead........................................................................................................................Table 8, Security Lead......................................................................................................................................Table 9, PeopleSoft Administrator....................................................................................................................Table 10, Oracle Database Administrator........................................................................................................Table 11, Test Manager...................................................................................................................................Table 12, Training Lead...................................................................................................................................
– i –
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
1. INSTRUCTIONSName at least ONE consultant for each key personnel position. Using the tables contained in this attachment, describe clearly and accurately how each proposed consultant meets or exceeds the minimum qualifications, addressing every specification. If necessary, copy the applicable table for each additional consultant that your firm proposes to meet the specification.
In addition to the tables in this attachment, NYS requests that the proposer provide resumes—in contractor format—for all personnel, including the key personnel, who proposer expects to include on the SI project team.
NYS expects any replacement personnel to have equal or better credentials than the replaced personnel. NYS expects to have approval authority for any replacements that occur.
Please type to expand the response areas in the tables contained within this attachment.
Notes:
1. Proposers can have one person fill more than one role, unless otherwise noted. If a person will fill more than one role, proposer should clearly identify how the role duties will be separated.
2. Not all positions require the person to work full time on this project.
3. Responses to this attachment will be scored.
4. Provide contact information for each experience entry.
5. Please duplicate the boxes for every entry needed to meet the minimum number of years of experience required.
6. Additional years of experience beyond the minimum will be considered during the technical evaluation scoring.
7. The personnel identified in this attachment should also appear in the staffing plan requested in HRMS Attachment 9 - Technical Proposal Narrative.
8. Support staff do not need to have resumes provided or any PeopleSoft experience.
Page 1 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
2. PROJECT DIRECTORThe proposed project director must have at least five years of experience providing strategic assessments, in the form of formal work products, to executive teams. The assessments must have utilized PeopleSoft solutions in the public sector.
Proposers shall complete Table 1, Project Director, for the proposed project director.
The project director shall possess the following experience:
1. Minimum of five years of experience leading strategic assessments and providing the resulting formal work products to executive teams.
2. Public sector experience.
Table 1, Project Director
Proposed Consultant: _________________________
Minimum Qualification 1: Minimum of five years of experience leading strategic assessments and providing the resulting formal work products to executive teams.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 1>:
Minimum Qualification 2: Public sector experience.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 2>:
Educational Qualifications:
Other Certifications:
Page 2 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
Proposed Consultant: _________________________
CERTIFICATION: I hereby certify that: 1) all statements made on this form are true and complete, to the best of my knowledge, including the verification of any experience; and 2) to the best of my knowledge, the consultant will be available for the duration of the assignment engagement.
Authorized Signature: ____________________________________________________
Typed or Printed Name: Date: Click here to enter a date.
Page 3 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
3. PROJECT MANAGERThe SI shall provide a project manager who is not required to be involved in the day-to-day project activities. The project manager shall have decision-making authority regarding all issues escalated to them concerning the project, as well as authority to implement any suggested or required changes that would affect the contract. The project manager will work with the New York State Office of General Service’s (OGS) designated representative(s) on any such changes.
Proposers shall complete Table 2, Project Manager, for the proposed project manager.
Minimum requirements for project manager:
1. 84 months of experience as a project manager; experience must include management of all aspects of IT system implementation.
2. 84 months of management of timelines, tasks, and reporting.
3. 84 months of experience in the management of multiple deliverables with overlapping timelines.
4. 84 months of experience with managing IT defect, issue, and risk resolution.
5. 84 months of experience with the implementation and operation of Oracle/Peoplesoft HCM utilized in a government or public sector environment or large private entity in a shared service model.
6. 36 months of experience in Lean, Six Sigma, or Capability Maturity Model Integration (CMMI) and experience in business process engineering activities involving PeopleSoft HCM processes.
7. Certified Project Management Professional (PMP).
It is preferred that the project manager possess experience with Information Technology Infrastructure Library (ITIL), Systems Development Life Cycle (SDLC), and service life cycles.
Table 2, Project Manager
Proposed Consultant: _________________________
Minimum Qualification 1: A minimum of 84 months of experience as a project manager; experience must include management of all aspects of IT system implementation.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Page 4 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
Proposed Consultant: _________________________
Description of Consultant’s roles and responsibilities related to <minimum qualification 1>:
Minimum Qualification 2: A minimum of 84 months of management of timelines, tasks, and reporting.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 2>:
Minimum Qualification 3: A minimum of 84 months of experience in the management of multiple deliverables with overlapping timelines.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 3>:
Minimum Qualification 4: A minimum of 84 months of experience with managing IT defect, issue, and risk resolution.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 4>:
Minimum Qualification 5: A minimum of 84 months of experience with the implementation and operation of Oracle/Peoplesoft HCM utilized in a government environment or large private entity in a shared service model.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Page 5 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
Proposed Consultant: _________________________
Description of Consultant’s roles and responsibilities related to <minimum qualification 5>:
Minimum Qualification 6: A minimum of 36 months of experience in Lean, Six Sigma, or CMMI and experience in business process engineering activities involving PeopleSoft HCM processes.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 6>:
Minimum Qualification 7: Certified PMP
Dates (month/year) of Certification:
Educational Qualifications:
Other Certifications:
CERTIFICATION: I hereby certify that: 1) all statements made on this form are true and complete, to the best of my knowledge, including the verification of any experience; and 2) to the best of my knowledge, the consultant will be available for the duration of the assignment engagement.
Authorized Signature: ____________________________________________________
Typed or Printed Name: Date: Click here to enter a date.
Page 6 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
4. FUNCTIONAL RESOURCESAs part of the staffing plan, proposer shall indicate the number of functional leads and functional analysts who will be onboarded to the HRMS project.
At a minimum, NYS requires at least one functional lead in each of the two functional areas described below:
1. Core HR—Position Management, ePerformance.
2. Base Benefits—eBenefits and Benefit Administration.
Proposers shall complete Table 3, Functional Lead #1, for the proposed Core HR functional lead. Proposers shall complete Table 4, Functional Lead #2, for the proposed base benefits lead.
The functional leads shall possess the following, at a minimum:
1. 84 months of experience working as functional analyst/lead in PeopleSoft HCM modules as described above.
2. Demonstrated experience working with a broad spectrum of stakeholders to analyze their needs and define functional requirements.
3. Exemplified advanced knowledge in understanding business requirements, processes, and implementation approaches.
4. Experienced in mapping business requirements to the delivered PeopleSoft functionality and articulating and documenting fit-gap analyses and solutions.
5. Proven experience in test planning and execution.
6. Expert level knowledge in PeopleSoft HCM module setups and configurations (including setup and control tables).
7. Experience as Peoplesoft HCM functional lead in a minimum of two PeopleSoft 9.2 HCM implementation projects (in PeopleSoft modules specified above).
8. 48 months of experience in configuring workflow using PeopleSoft Approval Workflow Engine (AWE).
9. 36 months of experience in analyzing and applying PeopleSoft Update Manager (PUM) images.
Table 3, Functional Lead #1
Proposed Consultant: _________________________
Minimum Qualification 1: A minimum of 84 months of experience working as functional analyst/lead in PeopleSoft Core HR HCM modules.
Page 7 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
Proposed Consultant: _________________________
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 1>:
Minimum Qualification 2: Demonstrated experience working with a broad spectrum of stakeholders to analyze their needs and define functional requirements.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 2>:
Minimum Qualification 3: Exemplified advanced knowledge in understanding business requirements, processes, and implementation approaches.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 3>:
Minimum Qualification 4: Experienced in mapping business requirements to the delivered PeopleSoft functionality and articulating and documenting fit-gap analyses and solutions.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 4>:
Page 8 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
Proposed Consultant: _________________________
Minimum Qualification 5: Proven experience in test planning and execution.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 5>:
Minimum Qualification 6: Expert level knowledge in PeopleSoft HCM module setups and configurations (including setup and control tables).
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 6>:
Minimum Qualification 7: Experience as Peoplesoft HCM functional lead in a minimum of two PeopleSoft 9.2 HCM implementation projects (in PeopleSoft Core HR modules).
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 7>:
Minimum Qualification 8: 48 months of experience in configuring workflow using PeopleSoft AWE.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 8>:
Page 9 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
Proposed Consultant: _________________________
Minimum Qualification 9: 36 months of experience in analyzing and applying PUM images.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 9>:
Educational Qualifications:
Other Certifications:
CERTIFICATION: I hereby certify that: 1) all statements made on this form are true and complete, to the best of my knowledge, including the verification of any experience; and 2) to the best of my knowledge, the consultant will be available for the duration of the assignment engagement.
Authorized Signature: ____________________________________________________
Typed or Printed Name: Date: Click here to enter a date.
Page 10 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
Table 4, Functional Lead #2
Proposed Consultant: _________________________
Minimum Qualification 1: A minimum of 84 months of experience working as functional analyst/lead in PeopleSoft Base Benefits HCM modules.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 1>:
Minimum Qualification 2: Demonstrated experience working with a broad spectrum of stakeholders to analyze their needs and define functional requirements.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 2>:
Minimum Qualification 3: Exemplified advanced understanding of business requirements, processes, and implementation approaches.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities in relation to <minimum qualification 3>:
Minimum Qualification 4: Experienced in mapping business requirements to the delivered PeopleSoft functionality and articulating and documenting fit-gap analyses and solutions.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Page 11 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
Proposed Consultant: _________________________
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 4>:
Minimum Qualification 5: Proven experience in test planning and execution.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities in relation to <minimum qualification 5>:
Minimum Qualification 6: Expert level knowledge in PeopleSoft HCM module setups and configurations (including setup and control tables).
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 6>:
Minimum Qualification 7: Experience as Peoplesoft HCM functional lead in a minimum of two PeopleSoft 9.2 HCM implementation projects (in PeopleSoft Base Benefits modules).
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 7>:
Minimum Qualification 8: 48 months of experience in configuring workflow using PeopleSoft AWE.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Page 12 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
Proposed Consultant: _________________________
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 8>:
Minimum Qualification 9: 36 months of experience in analyzing and applying PUM images.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 9>:
Educational Qualifications:
Other Certifications:
CERTIFICATION: I hereby certify that: 1) all statements made on this form are true and complete, to the best of my knowledge, including the verification of any experience; and 2) to the best of my knowledge, the consultant will be available for the duration of the assignment engagement.
Authorized Signature: ____________________________________________________
Typed or Printed Name: Date: Click here to enter a date.
Page 13 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
5. TECHNICAL RESOURCESAs part of the staffing plan, proposer shall indicate the number of technical leads and developers who will be onboarded to the HRMS project.
Proposers shall complete Table 5, Technical Resource #1, for the proposed Core HR functional lead. Proposers shall complete Table 6, Technical Resource #2, for the proposed base benefits lead.
The technical leads shall have the following, at a minimum:
1. 84 months of experience with PeopleSoft HCM applications in a technical developer or technical lead role involving large PeopleSoft HCM implementations in the Core HR, Position Management, Base Benefits, eBenefits, and Benefits Administration modules.
2. 48 months of experience as a technical lead or manager involving large PeopleSoft 9.2 HCM implementations in the Core HR, Position Management, Base Benefits, eBenefits, and Benefits Administration modules. Experience should include leading developers in technical design and development.
3. Minimum of one project working on the latest PeopleSoft features, such as drop zones, page-field configurators, dashboards, activity guides, and pivot grids.
4. 48 months of experience in configuring workflow using AWE.
5. Minimum of one project leading a technical team on PeopleTools 8.56 or above.
6. Experience in an environment involving a broad spectrum of stakeholders leading full life cycle PeopleSoft HCM technical implementations.
7. 36 months of experience in analyzing and applying PUM images.
8. 36 months of experience leading development activities with Fluid Objects.
Table 5, Technical Resource #1
Proposed Consultant: _________________________
Minimum Qualification 1: A minimum of 84 months of experience with PeopleSoft HCM applications in a technical developer or technical lead role involving large PeopleSoft HCM implementations in the Core HR, Position Management, Base Benefits, eBenefits, and Benefits Administration modules.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 1>:
Page 14 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
Proposed Consultant: _________________________
Minimum Qualification 2: A minimum of 48 months of experience as a technical lead or manager involving large PeopleSoft 9.2 HCM implementations in the Core HR, Position Management, Base Benefits, eBenefits, and Benefits Administration modules. Experience should include leading developers in technical design and development.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 2>:
Minimum Qualification 3: A minimum of one project working on the latest PeopleSoft features, such as drop zones, page-field configurators, dashboards, activity guides, and pivot grids.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 3>:
Minimum Qualification 4: A minimum of 48 months of experience in configuring workflow using AWE.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 4>:
Minimum Qualification 5: A minimum of one project leading technical team on PeopleTools 8.56 or above.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Page 15 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
Proposed Consultant: _________________________
Description of Consultant’s roles and responsibilities related to <minimum qualification 5>:
Minimum Qualification 6: Experience in an environment involving a broad spectrum of stakeholders leading full life cycle PeopleSoft HCM technical implementations.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 6>:
Minimum Qualification 7: A minimum of 36 months of experience in analyzing and applying PUM images.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 7>:
Minimum Qualification 8: A minimum of 36 months of experience leading development activities with Fluid Objects.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 8>:
CERTIFICATION: I hereby certify that: 1) all statements made on this form are true and complete, to the best of my knowledge, including the verification of any experience; and 2) to the best of my knowledge, the consultant will be available for the duration of the assignment engagement.
Authorized Signature: ____________________________________________________
Typed or Printed Name: Date: Click here to enter a date.
Page 16 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
Table 6, Technical Resource #2
Proposed Consultant: _________________________
Minimum Qualification 1: A minimum of 84 months of experience with PeopleSoft HCM applications in a technical developer or technical lead role involving large PeopleSoft HCM implementations in the Core HR, Position Management, Base Benefits, eBenefits, and Benefits Administration modules.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 1>:
Minimum Qualification 2: A minimum of 48 months of experience as a technical lead or manager involving large PeopleSoft 9.2 HCM implementations in the Core HR, Position Management, Base Benefits, eBenefits, and Benefits Administration modules. Experience should include leading developers in technical design and development.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 2>:
Minimum Qualification 3: A minimum of one project working on the latest PeopleSoft features, such as drop zones, page-field configurators, dashboards, activity guides, and pivot grids.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 3>:
Minimum Qualification 4: A minimum of 48 months of experience in configuring workflow using AWE.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Page 17 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
Proposed Consultant: _________________________
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 4>:
Minimum Qualification 5: A minimum of one project leading technical team on PeopleTools 8.56 or above.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 5>:
Minimum Qualification 6: Experience in an environment involving a broad spectrum of stakeholders leading full life cycle PeopleSoft HCM technical implementations.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 6>:
Minimum Qualification 7: A minimum of 36 months of experience in analyzing and applying PUM images.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 7>:
Minimum Qualification 8: A minimum of 36 months of experience leading development activities with Fluid Objects.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Page 18 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
Proposed Consultant: _________________________
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 8>:
CERTIFICATION: I hereby certify that: 1) all statements made on this form are true and complete, to the best of my knowledge, including the verification of any experience; and 2) to the best of my knowledge, the consultant will be available for the duration of the assignment engagement.
Authorized Signature: ____________________________________________________
Typed or Printed Name: Date: Click here to enter a date.
Page 19 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
6. DATA CONVERSION RESOURCESAs part of the staffing plan, proposer shall indicate the number of conversion leads and conversion analysts who will be onboarded to the HRMS project.
Proposers shall complete Table 7, Data Conversion Lead, for one of the proposed data conversion leads.
The conversion leads shall possess the following, at a minimum:
1. 48 months of experience as a conversion lead or manager involving large PeopleSoft 9.2 HCM implementations in the Core HR, Position Management, Base Benefits, eBenefits, and Benefits Administration modules. Experience should include leading developers in technical design and development.
2. Minimum of three projects leading conversion activities related to PeopleSoft HCM implementation involving 50,000+ employees.
3. Minimum of one project leading a conversion team on PeopleTools 8.56 or above.
4. Experience in an environment involving a broad spectrum of stakeholders leading full life cycle PeopleSoft HCM technical implementations.
Table 7, Data Conversion Lead
Proposed Consultant: _________________________
Minimum Qualification 1: A minimum of 48 months of experience as a conversion lead or manager involving large PeopleSoft 9.2 HCM implementations in the Core HR, Position Management, Base Benefits, eBenefits, and Benefits Administration modules. Experience should include leading developers in technical design and development.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 1>:
Minimum Qualification 2: A minimum of three projects leading conversion activities related to PeopleSoft HCM implementation involving 50,000+ employees.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Page 20 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
Proposed Consultant: _________________________
Description of Consultant’s professional experience with <minimum qualification 2>:
Minimum Qualification 3: A minimum of one project leading a conversion team on PeopleTools 8.56 or above.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 3>:
Minimum Qualification 4: Experience in an environment involving a broad spectrum of stakeholders leading full life cycle PeopleSoft HCM technical implementations.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 4>:
CERTIFICATION: I hereby certify that: 1) all statements made on this form are true and complete, to the best of my knowledge, including the verification of any experience; and) to the best of my knowledge, the consultant will be available for the duration of the assignment engagement
Authorized Signature: ____________________________________________________
Typed or Printed Name: Date: Click here to enter a date.
Page 21 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
7. SECURITY RESOURCESThe proposer shall indicate the number of security leads and security analysts who will be onboarded to the HRMS project.
Proposers shall complete Table 8, Security Lead, for one of the proposed security leads.
The security resources shall possess the following, at a minimum:
1. 60 months of application security administration experience in a PeopleSoft 9.2 environment with skills including but not limited to role and permission grant functions, workflow, PeopleSoft security configurations, query security, user preferences, row-level security, and component security.
2. Minimum of one PeopleSoft HCM implementation project leading security activities in an environment involving a broad spectrum of stakeholders with 50,000+ employees.
3. 48 months of experience as a security lead or manager involving large PeopleSoft 9.2 HCM implementations in the Core HR, Position Management, Base Benefits, eBenefits, and Benefits Administration modules. Experience should include leading security analysts in the security design and setup of:
A. Analyzing appropriate roles, permission lists, and row-level security for all functional areas within each environment.
B. Maintaining and migrating security across multiple databases in support of database refresh activities.
C. Analyzing and resolving security and access problems in PeopleSoft environments.
D. Working with functional, technical, and stakeholder groups in defining and documenting security requirements and configuring security (both data permissions and component/page access).
E. Setup of the department tree and query tree and related permissions.
4. Minimum of one project in PeopleTools 8.56 or above.
Table 8, Security Lead
Proposed Consultant: _________________________
Minimum Qualification 1: A minimum of 60 months of application security administration in a PeopleSoft 9.2 environment with skills including but not limited to role and permission grant functions, workflow, PeopleSoft security configurations, query security, user preferences, row-level security, and component security.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Page 22 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
Proposed Consultant: _________________________
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 1>:
Minimum Qualification 2: A minimum of one PeopleSoft HCM implementation project leading security activities in an environment involving a broad spectrum of stakeholders with 50,000+ employees.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 2>:
Minimum Qualification 3: A minimum of 48 months of experience as a security lead or manager involving large PeopleSoft 9.2 HCM implementations in the Core HR, Position Management, Base Benefits, eBenefits, and Benefits Administration modules. Experience should include leading security analysts in the security design and setup:
Analyzing appropriate roles, permission lists, and row-level security for all functional areas within each environment. Maintaining and migrating security across multiple databases in support of database refresh activities. Analyzing and resolving security and access problems in PeopleSoft environments. Working with functional, technical, and stakeholder groups in defining and documenting security requirements and
configuring security (both data permissions and component/page access). Setup of the department tree and query tree and related permissions.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 3>:
Minimum Qualification 4: A minimum of one project in PeopleTools 8.56 or above.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 4>:
Page 23 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
Proposed Consultant: _________________________
CERTIFICATION: I hereby certify that: 1) all statements made on this form are true and complete, to the best of my knowledge, including the verification of any experience; and 2) to the best of my knowledge, the consultant will be available for the duration of the assignment engagement.
Authorized Signature: ____________________________________________________
Typed or Printed Name: Date: Click here to enter a date.
Page 24 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
8. PEOPLESOFT ADMINISTRATORSAs part of the staffing plan, proposer shall indicate the number of PeopleSoft administrators and Oracle Database Administrators (DBAs) who will be onboarded to the HRMS project to assist the PeopleSoft administrator lead.
Proposers shall complete Table 9, PeopleSoft Administrator, for one of the proposed PeopleSoft administrators.
Proposers shall complete , for one of the proposed Oracle DBAs.
These individuals shall possess the following, at a minimum:
1. 84 months of experience in PeopleSoft administration duties, including but not limited to installation, configuration, tuning, upgrade/patching, and setup and configuration of process scheduler servers, web server domains, and application server domains.
2. 48 months of experience as a PeopleSoft administration lead or manager involving large PeopleSoft 9.2 HCM implementations in building, configuring, overseeing, and troubleshooting PeopleSoft application systems in a high availability, fast-paced on-site environment.
3. Minimum of one project setting up PeopleSoft infrastructure with self-service capabilities for 50,000+ employees.
4. Minimum of one project in PeopleTools 8.56 or above.
5. Minimum of one project implementing Elastic Search.
6. 36 months of experience in analyzing and applying PUM images.
7. 48 months of experience in working with infrastructure team members (network, systems, security, and DBAs) to build and deliver services in a stable, highly available and secure multi-instance environment.
8. 24 months of experience managing or providing Oracle database administration activities.
Page 25 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
Table 9, PeopleSoft Administrator
Proposed Consultant: _________________________
Minimum Qualification 1: A minimum of 84 months of experience in PeopleSoft administration duties, including but not limited to installation, configuration, tuning, upgrade/patching, and setup and configuration of process scheduler servers, web server domains, and application server domains.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 1>:
Minimum Qualification 2: A minimum of 48 months of experience as a PeopleSoft administration lead or manager involving large PeopleSoft 9.2 HCM implementations in building, configuring, overseeing, and troubleshooting PeopleSoft application systems in a high availability, fast-paced on-site environment.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 2>:
Minimum Qualification 3: A minimum of one project setting up PeopleSoft infrastructure with self-service capabilities for 50,000+ employees.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 3>:
Minimum Qualification 4: A minimum of one project in PeopleTools 8.56 or above.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Page 26 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
Proposed Consultant: _________________________
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 4>:
Minimum Qualification 5: A minimum of one project in implementing Elastic Search.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 5>:
Minimum Qualification 6: A minimum of 36 months of experience in analyzing and applying PUM images.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 6>:
Minimum Qualification 7: A minimum of 48 months of experience in working with infrastructure team members (network, systems, security, and DBAs) to build and deliver services in a stable, highly available and secure multi-instance environment.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 7>:
Minimum Qualification 8: A minimum of 24 months of experience managing or providing Oracle database administration activities.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Page 27 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
Proposed Consultant: _________________________
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 8>:
CERTIFICATION: I hereby certify that: 1) all statements made on this form are true and complete, to the best of my knowledge, including the verification of any experience; and 2) to the best of my knowledge, the consultant will be available for the duration of the assignment engagement.
Authorized Signature: ____________________________________________________
Typed or Printed Name: Date: Click here to enter a date.
Page 28 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
Table 10, Oracle Database Administrator
Proposed Consultant: _________________________
Minimum Qualification 1: A minimum of 84 months of experience in PeopleSoft administration duties, including but not limited to installation, configuration, tuning, upgrade/patching, and setup and configuration of process scheduler servers, web server domains, and application server domains.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 1>:
Minimum Qualification 2: A minimum of 48 months of experience as a PeopleSoft administration lead or manager involving large PeopleSoft 9.2 HCM implementations in building, configuring, overseeing, and troubleshooting PeopleSoft application systems in a high availability, fast-paced on-site environment.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 2>:
Minimum Qualification 3: A minimum of one project setting up PeopleSoft infrastructure with self-service capabilities for 50,000+ employees.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 3>:
Minimum Qualification 4: A minimum of one project in PeopleTools 8.56 or above.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Page 29 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
Proposed Consultant: _________________________
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 4>:
Minimum Qualification 5: A minimum of one project in implementing Elastic Search.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 5>:
Minimum Qualification 6: A minimum of 36 months of experience in analyzing and applying PUM images.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 6>:
Minimum Qualification 7: A minimum of 48 months of experience in working with infrastructure team members (network, systems, security, and DBAs) to build and deliver services in a stable, highly available and secure multi-instance environment.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 7>:
Minimum Qualification 8: A minimum of 24 months of experience managing or providing Oracle database administration activities.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Page 30 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
Proposed Consultant: _________________________
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 8>:
CERTIFICATION: I hereby certify that: 1) all statements made on this form are true and complete, to the best of my knowledge, including the verification of any experience; and 2) to the best of my knowledge, the consultant will be available for the duration of the assignment engagement.
Authorized Signature: ____________________________________________________
Typed or Printed Name: Date: Click here to enter a date.
Page 31 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
9. TEST MANAGER/QA LEADThe test manager will be responsible for:
1. Providing testing subject matter expertise for HCM-specific applications, business processes, and policies.
2. Understanding the architecture and configuration of test environments and test scenario conditions/parameters by providing the overall framework for all tests to be performed.
3. Managing resources to appropriately support the type of testing required and to meet the level of effort required for timely completion of test events.
4. Developing a test strategy, test plan, and test scripts, and providing regular progress reports to client stakeholders.
5. Managing user acceptance testing (UAT).
6. Proposers shall complete Table 11, Test Manager, for the proposed test manager.
The test manager shall possess the following experience:
1. Minimum of five years of experience in a test management role.
2. Minimum of four years of relevant PeopleSoft HCM IT testing experience.
3. Experience in managing and leading testing and evaluation activities for multiple sustainment and new development releases concurrently, in multiple test environments.
4. Experience in developing, implementing, and managing test cases and test scripts.
5. Experience creating and using a requirements traceability matrix (RTM) to manage testing scope and track defects.
6. Experience designing, implementing, and conducting test and evaluation procedures to ensure that functional and nonfunctional requirements are met.
7. Experience with, and strong understanding of, PeopleSoft systems.
It is preferred that the test manager possess a bachelors’ degree in IT or an engineering field.
Table 11, Test Manager
Proposed Consultant: _________________________
Minimum Qualification 1: A minimum of five years of experience in a test management role.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Page 32 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
Proposed Consultant: _________________________
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 1>:
Minimum Qualification 2: A minimum of four years of relevant PeopleSoft HCM IT testing experience.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 2>:
Minimum Qualification 3: Experience in managing and leading testing and evaluation activities for multiple sustainment and new development releases concurrently, in multiple test environments.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 3>:
Minimum Qualification 4: Experience in developing, implementing, and managing test cases and test scripts.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 4>:
Minimum Qualification 5: Experience creating and using RTMs to manage testing scope and track defects.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Page 33 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
Proposed Consultant: _________________________
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 5>:
Minimum Qualification 6: Experience designing, implementing, and conducting test and evaluation procedures to ensure that functional and nonfunctional requirements are met.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 6>:
Minimum Qualification 7: Experience with, and strong understanding of, PeopleSoft systems.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 7>:
CERTIFICATION: I hereby certify that: 1) all statements made on this form are true and complete, to the best of my knowledge, including the verification of any experience; and 2) to the best of my knowledge, the consultant will be available for the duration of the assignment engagement.
Authorized Signature: ____________________________________________________
Typed or Printed Name: Date: Click here to enter a date.
Page 34 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
10. TRAINING LEADThe training lead is responsible for defining training needs, developing and customizing training curricula and training materials, and overseeing the contractor’s delivery of training, including hands-on practice sessions.
Proposers shall complete, for the proposed training lead.
Responsibilities include:
1. Functioning as the primary training and implementation resource.
2. Coordinating and participating in the assessment of training needs.
3. Designing and building a customized HRMS training curriculum for NYS needs, including a combination of on-site training, follow-up training, go-live assistance, Computer Based Training (CBT) for new employees, and refresher courses for all employees.
4. Coordinating all activities related to implementing and facilitating communication among the key participants.
5. Developing and scheduling timelines for the training and implementation aspects of the project; then consistently delivering milestones that meet those timelines.
6. Traveling on-site as needed to assist with various training activities.
7. Managing the development or modification of training materials and documentation, including online manuals and workflow documentation to meet NYS needs.
8. Communicating effectively with all levels of the HRMS organization.
The training lead shall possess the following experience:
1. Minimum of five years of experience in organizing and managing training for human resources organizations.
2. Minimum of 10 years of relevant professional experience. That experience must include work similar in scope to that outlined in the scope of work.
3. Public sector experience.
4. Proficiency in Microsoft Word, Excel, PowerPoint, Project, and Visio, and with Adobe Acrobat.
5. Superior English written and oral communication skills.
Page 35 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
Table 12, Training Lead
Proposed Consultant: _________________________
Minimum Qualification 1: A minimum of five years of experience in organizing and managing training for human resources organizations.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 1>:
Minimum Qualification 2: A minimum of 10 years of relevant professional experience. That experience must include work similar in scope to that outlined in the Scope of Work.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s professional experience with <minimum qualification 2>:
Minimum Qualification 3: Public sector experience.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 3>:
Minimum Qualification 4: Proficiency in Microsoft Word, Excel, PowerPoint, Project, and Visio, and with Adobe Acrobat.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Page 36 of 37
Human Resources Management System (HRMS) System Integrator (SI) HRMS Attachment 7OGS RFP 2204 Key Personnel Forms
Proposed Consultant: _________________________
Description of Consultant’s professional experience with <minimum qualification 4>:
Minimum Qualification 5: Superior English written and oral communication skills.
Dates (month/year) of Experience:
Client Name(s) (Include contact information for each client.):
Project(s) Name and Description (including scope):
Description of Consultant’s roles and responsibilities related to <minimum qualification 5>:
CERTIFICATION: I hereby certify that: 1) all statements made on this form are true and complete, to the best of my knowledge, including the verification of any experience; and 2) to the best of my knowledge, the consultant will be available for the duration of the assignment engagement.
Authorized Signature: ____________________________________________________
Typed or Printed Name: Date: Click here to enter a date.
Page 37 of 37