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Career Portfolio

Alexander LunaBachelor of Technical

Management Concentration: Accounting

September 9, 2016

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Table of Contents1. Statement Of Authenticity 3

2. Personal Mission Statement 3

3. Elevator Speech4

4. Education Section

Education 5

DeVry Course Descriptions 5

DeVry Academic History 9

Certifications 10

5. Resumé 11

6. Reference Section

Reference Letter 1 12

Reference Letter 2 12

References 13

7. Career Goals 14

8. Awards & Accomplishments 15

9. Volunteer History 15

10. Professional Affiliations 16

11. Work Samples 18

12. Professional Development & Training 20

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Statement of Authenticity

I, Alexander Luna, hereby attest that I have written and compiled the portfolio and any material contained within my career portfolio is original, representing my skills, educational and professional background.

Personal Mission Statement

As an accountant I am committed to providing accounting, consulting and tax services with the highest level of quality in a timely and professional manner while adhering to all legal and regulatory compliance.

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Elevator SpeechI believe that I have developed leadership

skills which I value highly along with a positive and goal driven attitude. It is important for me to be task-oriented and relationship-oriented. Those two qualities along with providing outstanding quality service and understand the customers’ needs are both very important attributes needed to operate a small business and be successful in a career path. Setting a good example by my actions is necessary for me to accomplish, in order to provide excellent customer service.

Some important skills I have learned that are required for a good leader are honesty, integrity, vision, inspiration, ability to challenge, and communication skills. An important attribute which I believe I acquire is the desire to continue to learn and grow, as an individual and as a leader. I am numbers orientated, balancing budgets, analyzing profits and losses and making provisions for tax preparation.

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EducationCourse Plan of Study• DeVry University; Houston, TX • Bachelor of Technical Management

o Expected Graduation: August 2016o GPA: 3.73

• Masters Business Administration; Accountingo Expected Graduation: December 2019

Associates Degree in Applied Science • Major: Computer Aided Drafting Technologies ITT

Technical Institute; Houston, TX o Graduated August 1998o GPA: 3.4

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EducationDeVry Course Descriptions

ACCOUNTINGACCT212 Financial Accounting*^ This course focuses on ways in which financial statements reflect business operations and emphasizes use of financial statements in the decision-making process. The course encompasses all business forms and various sectors such as merchandising, manufacturing and services. Students make extensive use of spreadsheet applications to analyze accounting records and financial statements.

ACCT304 Intermediate Accounting I*^ This course expands on topics covered in ACCT212 and presents them within a conceptual framework determined by generally accepted accounting principles. Financial accounting functions and theory, and recognition and measurement of assets, are covered.

ACCT305 Intermediate Accounting II*^ This second course in intermediate accounting addresses financial accounting, with an emphasis on external reporting to the investing public in accordance with generally accepted accounting principles. Topics include property; plant and equipment; intangible assets; investments; current, long-term and contingent liabilities; and leases.

ACCT312 Intermediate Accounting III*^ This course continues topics covered in ACCT305 and addresses accounting for income taxes, pensions and other postretirement benefits; shareholders’ equity; share-based compensation and earnings per share; accounting changes and error correction; and statement of cash flows.

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EducationDeVry Course Descriptions

ACCOUNTINGACCT324 Federal Tax Accounting I*^ This course covers federal income tax concepts and their effect on individuals. Topics include the history and background of taxes, gross income, exclusions, allowable deductions, and the basis for gain and loss on the disposition of property.

ACCT346 Managerial Accounting*^ This course introduces how managers use accounting information in business decision-making. Topics include standard cost systems, budgeting, break-even analysis, relevant cost issues, and the effect of state and federal taxes on decision-making. These principles apply to all types of businesses, including the service industry, manufacturing and merchandising. Students use spreadsheet applications to analyze and provide solutions to challenges faced by management in today’s business environment.

ACCT424 Federal Tax Accounting II*^ This course addresses the special tax issues of corporations, partnerships, S corporations, gift taxes, estates and trusts. Tax forms, tax software, the Internet, spreadsheets and word processing programs are used to research, solve and analyze tax problems relating to corporate and partnership income taxes.

ACCT444 Auditing*^ This course covers accepted principles, practices and procedures used by public accountants for certifying corporate financial statements. It also introduces audit reports, the corporate internal auditor’s function, and interaction between outside auditors and a client company’s accounting staff. In addition, the course fosters students’ analytical skills. Hands-on experience is gained with computerized accounting systems.

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EducationDeVry Academic History

TRANSFER CREDIT ACCEPTED BY INSTITUTION 201450: ITT Technical Inst Houston NoSubject Course Title Grade Credit Hours Quality PointsCOMM 1TR Communication Transfer TA 2.001 0COMM 3TR Communication Transfer TA 2.001 0ECON 2TR Economics Transfer TC 2.668 0ELTV 1TR Elective & Support Transfer TB 3.335 0ELTV 1TR Elective & Support Transfer TB 4.002 0ELTV 2TR Elective & Support Transfer TB 4.669 0ELTV 2TR Elective & Support Transfer TB 5.336 0ELTV 2TR Elective & Support Transfer TB 3.335 0ELTV 2TR Elective & Support Transfer TB 4.669 0MATH 1TR Mathematics Transfer TB 3.335 0PHYS 2TR Physics Transfer TB 2.668 0SOCS 185 Culture and Society TB 2.668 0

Attempt Hours Passed Hours Earned Hours GPA Hours Quality PointsGPACurrent Period: 40.687 40.687 40.687 0 0 0

INSTITUTION CREDIT Period: Fall 2014Semester Honors: Dean's ListCollege: College of Business & MgmtMajor: Technical ManagementAcademic Standing: Good StandingSubject Course Campus Level Title Grade Credit Hours Quality PointsBUSN 115 Online UG Intro to Business & Technology A 3 12SCI 228 Online UG Nutri, Health & Wellness w/Lab B 4 12COMP 100 Online UG Computer Apps for Busn w/Lab A 2 8MGMT 303 Online UG Principles of Management A 3 12

Period: Spring 2015Semester Honors: Dean's ListCollege: College of Business & MgmtMajor: Technical ManagementAcademic Standing: Good StandingSubject Course Campus Level Title Grade Credit Hours Quality PointsBIS 155 Online UG Data Analysis w/Sprdsh w/Lab B 3 9ENGL 112 Online UG Composition B 4 12ENGL 135 Online UG Advanced Composition A 4 16MATH 114 Online UG Algebra for College Students

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EducationDeVry Academic History

Period: Summer 2015Semester Honors: Dean's ListCollege: College of Business & MgmtMajor: Technical ManagementAcademic Standing: Good StandingSubject Course Campus Level Title Grade Credit Hours Quality PointsHUMN 303 Online UG Introduction to Humanities A 3 12MATH 221 Online UG Statistics for Decision-Making B 4 12ACCT 212 Online UG Financial Accounting A 4 16MGMT 340 Online UG Business Systems Analysis A 4 16

Period: Fall 2015College: College of Business & MgmtMajor: Technical ManagementAcademic Standing: Good StandingLast Academic Standing: Good StandingSubject Course Campus Level Title Grade Credit Hours Quality PointsACCT 304 Online UG Intermediate Accounting I A 4 16MGMT 404 Online UG Project Management A 4 16ACCT 305 Online UG Intermediate Accounting II A 4 16PSYC 305 Online UG Motivation and Leadership A 3 12

TRANSCRIPT TOTALS (UNDERGRADUATE)Attempt Hours Passed Hours Earned Hours GPA Hours Quality PointsGPA

Total Institution: 57 57 57 57 213 3.74Total Transfer: 40.687 40.687 40.687 0 0 0Overall: 97.687 97.687 97.687 57 213 3.74

COURSES IN PROGRESS -Top-Period: Spring 2016College: College of Business & MgmtMajor: Technical ManagementSubject Course Campus Level Title Credit HoursACCT 312 Online UG Intermediate Accounting III 4CARD 405 Online UG Career Development 2ACCT 324 Online UG Federal Tax Accounting I 4LAS 432 Online UG Tech, Society, and Culture 3

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EducationCERTIFICATIONS Preparer Tax Identification (PTIN) Active August 22, 2016 AutoCAD Fundamentals from TotalCAD, Completed November 2015 Microsoft Excel 2010 Part Two from ExecuTrain Houston

Completed September 22, 2014 Microsoft PowerPoint 2010 Part Two from ExecuTrain Houston

Completed September 11, 2014 Pivot Tables from ExecuTrain Houston, Completed August 27, 2014 ArcGIS 10.1 Transform Your Organization from ESRI

Completed Fall 2012 Power Tools for Business Writing from Geilker & Associates

Completed August 13, 2014 Intro to Regulated Natural Gas Accounting from Enbridge

Completed September 5, 2013 Microsoft Access 2010 Part Two from Element K

Completed August 29, 2012 Dave Ramsey’s Financial Peace University, Completed October 10, 2011 Advanced Labeling Certified by TeachMeGIS.com

Completed 8 hours Classroom Instruction on May 6, 2010 Making Better Maps Certified by TeachMeGIS.com

Completed 16 hours Classroom Instruction on May 5, 2010 Certificate of Debtor Education from Money Management International, Inc.

Completed August 4, 2009 Pipeline Routing and Mapping using GIS from URS Training

Completed July 16, 2009 AutoCAD Essentials for Geospatial from TotalCAD

Completed June 2009 Adept 7 Administration from Adept Synergis Software

Completed October 26, 2007 ESRI Certificate Introduction to ArcGIS I by TeachMeGIS.com

Completed 16 hours Classroom Instruction on August 23, 2005 Internet Marketing Workshop from StoresOnline, Inc

Completed November 10, 2004

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ResuméAlexander Luna

2127 Campbell Rd., Houston, TX 77080Cell: 832-282-2724 aluna17@aol.com 

Accounting and Finance 

Summary of Qualifications

Accounting Professional with 10+ years of experience in accounting. Proficient with QuickBooks and Book Keeper programs. Additional experience in operating computer software programs for accounting to record, store and analyze information. Classify, record and summarize numerical and financial data to

compile and keep financial records. Manage and track inventory, prepare periodic and quarterly inventory reports. Research aged invoices and statements and maintain Accounts Payable and Accounts Receivable filing systems. Proficient in Microsoft Excel, Microsoft Word, and PowerPoint. Skilled with

Microsoft Access and Microsoft Outlook.

Core CompetenciesGeneral Accounting Risk Analysis MeasurementCost Accounting Cash Flow AnalysisAuditingBudget Account Reconciliation Management AccountingFinancial Management Financial Statements Tax Preparation

 Professional Experience

General Manager/ Accounts and Finance, Airbrush Tekniques, Houston, TX 2000 to PresentOverview of what this job entails: Create daily closing sheets that produced weekly, monthly and annual reports. Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers. Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software. Perform internal audits of company records to assure financial information is accurate on computer software along with hard copies available along with planning, preparing and forecasting future of business, making important business and financial decisions. Hire, direct and supervise artists and salespeople along with systematically managing a work schedule for employees, and created computer timesheets. Organize data electronically to submit to tax preparer for Income Taxes from 2000 to 2015 by

operating accounting software to record, store and analyze income and expenses. Successfully manage budget for business expenses and payroll reducing costs by 13% in 2015. Managed 5 employees at any given time, who felt that I assisted in educating them with soft skills,

communication skills and work ethics leading the team to increase sales by 6% in 2015 Customers commented the company has awesome work, great prices, and good business receiving a

4.6 star rating.  

Designer Tech II, Enbridge Energy, Houston, TX June 2005 to June 2016Operated computers programmed with software to record, store, and analyze information. Managed and maintain drawing files and folder structures organized for document control by compiling computer spreadsheets and databases. Checked figures, postings, and documents for correct entry, mathematical accuracy, and proper codes. Categorized, catalogued, and summarized numerical and financial data. Customer service – communicated with client in order to meet projects and deadlines with accuracy. Participated in courses offered to employees to further knowledge and education in Microsoft Excel

II and III, to enhance skills transferable to accounting/book keeping. Reviewed and reduce files in network system by eliminating over 10,000 redundant files.

EducationBachelor of Technical Management Concentration: Accounting, DeVry University; Houston, TX,

Graduated August 2016, GPA 3.73DeVry Courses

ACCT212 Financial Accounting, ACCT304 Intermediate Accounting I, II & III, ACCT324 Federal Tax Accounting I & II, ACCT346 Managerial Accounting, and ACCT444 Auditing.

 

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Reference Letter 1

Alexander Luna is a second year student who working towards a Bachelor’s degree in Technical Management, and aiming for a Master Degree in Business with a minor in Accounting from DeVry University Online, where he is a Junior and has maintained a GPA of 3.70. Alexander Luna was awarded Dean’s List for the Fall 2014, Spring 2015, and Summer of 2015. Alexander Luna has been offered to join the Alpha Phi Omega, Delta Epsilon Iota Academic Honor Society, and recently the National Society of Leadership & Success for maintaining a valid GPA. Alexander Luna has done an exceptional job in maintaining a full time job, a small business, and maintaining good grades in college, while also being a single father.  Alexander Luna has also demonstrated commitment to community service as well as public and civic affairs through his volunteer work. He has been actively involved in providing his services to schools within his community in the form of airbrushing tee shirts for a particular team or activity, such as the Cheer Team for Pasadena High School, and Field Day tee shirts for Kirk Elementary School.

Beth DrakeDeVry Online University Visiting Professor

Reference Letter 2

 

 Enbridge Energy Partners1100 Louisiana Suite 3300Houston, Texas 77002Tel: 713-821-2000 

RE: Enbridge Energy / United Way Susan Miller Impact Day Service Project   Enbridge supported The Santa Maria Hostel program through hard work and hands-on assistance with their annual needs at the facility, which houses nearly two hundred women and their children. Over fifty volunteers worked all day to do extensive landscaping and repaint several apartments. Additionally, I wanted to highlight a unique, high-impact project led by one of our talented colleagues, Mr. Alex Luna. Addiction and Recovery are deep-seeded struggles with the women at Santa Maria, so Alex spearheaded a project to paint a giant “Road to Recovery” mural across three walls in one of the meeting rooms. With his air brush and the help of two others on his team, he designed and executed a bright and colorful mural that fills a previously drab and institutional-feeling common room. His attention to detail and the effort he put forth to pull off this ambitious project in a single day is commendable, and the women in recovery now have a beautiful and artful focal point for mapping out their accomplishments and milestones reached in getting clean. Alex and his team did an amazing job, and it was his dedication to his craft and the hard work of his team that made an otherwise good service project truly exceptional.  Benjamin Wulf, Enbridge EnergyUnited Way Susan Miller Impact Day Sponsor

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ReferencesBenjamin WulfUnited Way Coordinator1100 Louisiana Suite 3300Houston, Texas 77002Tel: 713-821-2000

Veronica RoseAccounting & Financial Analyst III, Enbridge Energy Partners1100 Louisiana Suite 3300Houston, Texas 77002Tel: 713-821-2000Cell: 713-303-0841

Robert CastroSuperintendent and Drafting Supervisor1100 Louisiana Suite 3300Houston, Texas 77002Tel: 713-821-2000Cell: 832-421-8871

Andre RobertsOwner of Exaggerated View215 Kipp AveKeman, Texas 77565Tel: 713-392-4264

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Career Goals• My career goal is to work in the Financial and Accounting

field providing accounting, consulting and tax services with the highest level of quality in a timely and professional manner while adhering to all legal and regulatory compliance.

• My five-year goal is to work as an accountant or an analyst. I would like to continue working as a tax preparer in the tax season.

• In order to achieve my goals, I will expand my professional network by attending accounting seminars, continue my education towards achieving my Masters in Business concentrating in Accounting, provide excellent work ethics in my current employment, research and develop accounting skills on my own while studying Federal, State and Local tax codes, rules and regulations. I will write down and follow goals to achieve my career job.

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Awards & AccomplishmentsAwarded Dean’s List • Fall 2014 • Spring 2015• Summer of 2015 • Fall of 2015• Spring 2016DeVry University Scholarship – Online 2016/17• This award was given in recognition of my dedication

and success in the pursuit of my educational goals.HONORARY SOCIETIES• National Society of Leadership & Success• Epsilon Iota Academic Honor Society

Volunteer History• Actively involved in the United Way Day

of Caring hosted by Enbridge Energy by leading the Enbridge team in painting murals for the past couple of years.

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Professional AffiliationsDear Alexander,

Congratulations! In approximately one week, via US Postal Mail, we will announce your selection to join the DeVry University - Online chapter of The National Society of Leadership and Success, Sigma Alpha Pi. Your deadline to activate your membership is 10/01/2015. Simply enter your nomination code, 18952-230-15020, at www.societyleadership.org to activate your membership.

Society membership, exclusively by invitation or nomination from our faculty, gives you access to leadership certification that is a valuable asset to your professional resume and a life changing personal development tool. Sigma Alpha Pi is a leadership honor society (not a fraternity/sorority) available to select students. Your invitation is a nationally recognized achievement of honorable distinction based on academic accomplishment, leadership potential, or nomination from our faculty.

Society membership places you among the top student leaders and gives you an edge in the employment market through professional leadership training. The National Society of Leadership and Success is one of the largest college leadership honor societies in the United States with hundreds of chapters. Membership gives you access to over $200,000 in awards and scholarships, leadership certification (a valuable asset to your resume), exclusive events, employer recruitment, an exclusive online job bank, networking with other top students, and discounts that can save you hundreds of dollars on computers, textbooks, car insurance and grad school prep courses.

Congratulations on your outstanding achievements and selection to The National Society of Leadership and Success. Your next step is to activate your nomination code, 18952-230-15020, at www.societyleadership.org and process your registration payment. We look forward to welcoming you as a member.

Yours truly,

Danielle SarnicolaChapter AdvisorDeVryOnline@societyleadership.org

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Professional AffiliationsCongratulations Alexander Luna! You have successfully enrolled in the Delta Epsilon Iota Academic Honor Society.For your records, you registered:

Enrollment Code: 67Q47T63Enrollment Date/Time: Tuesday, January 13, 2015 11:22 PMEmail: aluna17@aol.com

Preferred AddressAddress1: 10315 Brickyard CtAddress2: City: HoustonState: TXZip Code: 77041

We will be mailing your welcome package (including personalized certificate) to the preferred address you listed on your enrollment form.

Also, be on the lookout for email communication related to your local chapter activities. Active chapter members benefit from their heightened awareness of campus career services, leadership opportunities, in career-oriented programs, and from the experience of coordinating career goals, academic achievements, and community involvement.

At Delta Epsilon Iota, we are working diligently to create a Society that provides a lifetime of recognition for our members.

Once again, Congratulations...we look forward to welcoming you into the Society.

Membership ServicesDelta Epsilon Iota Academic Honor Society

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Work SamplesThese are some of my work samples of spreadsheets that I have created and maintained for financial and tax purposes. The annual report was created from scratch to fulfill the needs of the company and to provide income and expenses for tax filing purposes.

2015 Annual TotalsApr May June July Aug Sept Oct Total

Income $2,002.15 $2,801.98 $1,417.29 $1,812.64 $924.70 $104.12 $0.00 $9,062.88 Expenses $4,088.46 $5,296.11 $4,158.73 $4,812.58 $3,138.12 $2,408.53 $707.45 $23,902.53 Payroll $0.00 PayGas $142.97 $155.55 $200.68 $270.58 $97.27 $22.15 $0.00 $889.20 Total: ($2,086.31) ($2,494.13) ($2,741.44) ($2,999.94) ($2,213.42) ($2,304.41) ($707.45) ($14,839.65)Artistic Revenues $5,078.14 $6,625.62 $7,213.55 $5,795.84 $4,460.51 $1,173.29 $0.00 $30,346.94 Other Revenues $3,793.00 $1,465.00 $50.00 $0.00 $272.00 $240.00 $375.00 $5,820.00

$4,782.68 $2,794.51 $3,104.82 $983.26 $1,594.39 ($995.25) ($332.45) $12,264.41

Apr May June July Aug Sept Oct TotalAdvertising $24.95 $131.84 $74.95 $74.95 $74.95 $85.86 $0.00 $467.50 Wages $1,082.18 $1,126.52 $1,154.38 $815.86 $569.07 $409.27 $0.00 $5,157.28 Merchant Fees $200.39 $232.48 $232.19 $233.71 $235.72 $235.04 $224.74 $1,594.27 ADP Payroll Fees $243.50 $243.50 $121.75 $370.34 $121.56 $0.00 $0.00 $1,100.65 Equipment $0.00 $0.00 $0.00 $0.00 $0.00 $100.00 $0.00 $100.00 Shirt Inventory $142.00 $360.20 $158.88 $111.39 $80.52 $0.00 $0.00 $852.99 Insurance $65.16 $65.16 $65.16 $65.16 $65.16 $65.16 $0.00 $390.96 Legal & Prof services $0.00 $0.00 $0.00 $0.00 $0.00 $121.56 $121.56 $243.12 Misc Expense $190.93 $232.66 $273.53 $111.81 $218.44 $31.48 $56.43 $1,115.28 Office Expenses $167.76 $0.00 $0.00 $17.27 $0.00 $265.43 $0.00 $450.46 Supplies $0.00 $237.66 $123.57 $225.35 $106.77 $62.52 $0.00 $755.87 Taxes / Licenses $380.55 $1,039.05 $314.08 $983.94 $117.48 $578.22 $0.00 $3,413.32 Maintenance $12.63 $34.56 $3.89 $44.72 $1.25 $0.00 $0.00 $97.05 Travel $0.00 $0.00 $0.00 $0.00 $7.00 $0.00 $0.00 $7.00 Rent $900.00 $900.00 $900.00 $1,000.00 $1,000.00 $0.00 $0.00 $4,700.00 Phone / Internet $131.11 $131.17 $131.17 $131.17 $131.25 $131.25 $149.22 $936.34 Utilities $159.58 $157.01 $155.75 $151.58 $150.93 $139.84 $0.00 $914.69 Gas $142.97 $155.55 $200.68 $270.58 $97.27 $22.15 $0.00 $889.20 Silverleaf $151.25 $151.25 $151.25 $151.25 $151.25 $151.25 $146.00 $1,053.50 Dues/Fees $93.50 $97.50 $97.50 $53.50 $9.50 $9.50 $9.50 $370.50 Shipping Expenses $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 TOTALS: $4,088.46 $5,296.11 $4,158.73 $4,812.58 $3,138.12 $2,408.53 $707.45 $24,609.98 Payroll $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Pay $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

TOTAL EXPENSES: $4,088.46 $5,296.11 $4,158.73 $4,812.58 $3,138.12 $2,408.53 $707.45 $24,609.98 TOTAL REVENUES: $8,871.14 $8,090.62 $7,263.55 $5,795.84 $4,732.51 $1,413.29 $375.00 $36,541.94 TOTAL VALUE $4,782.68 $2,794.51 $3,104.82 $983.26 $1,594.39 ($995.25) ($332.45) $11,931.96

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Work SamplesThese are some of my work samples of spreadsheets that I have created and maintained for financial and tax purposes. The closing sheet was created from a hardcopy into an electronic form in which employees could only update the highlighted fields and calculations were done automatically to eliminate computation errors.

Artistic Fantasies OneCLOSING SHEET

CLOSER: Tatianna Luna DATE 3/14/2015

Z Reading

OR

Overring amount

TL 0 DOLLARS   TOTAL CENTS   TOTAL

$1 40 *1 $40 $0.01 100 *.01 $1.00

$5 *5 $0 $0.05 53 *.05 $2.65

$10 *10 $0 $0.10 79 *.10 $7.90

$20 *20 $0 $0.25 23 *.25 $5.75

$50 *50 $0 $0.50 *.50 $0.00

$100 2 *100 $200 TOTAL 255 $17.30

CENTS $17.30

TOTAL $257.30 A PURCHASES $0.00

CHECKS B TATTOOS

CREDIT $319.27 C GLASSES

A+B+C $576.57 -$70 $506.57 D OTHER

ORDER FORM

SUBTOTAL $150.00 E SALES DEPOSITS 2 $321.84

E*0.0825= $12.38 F DEPOSIT MONEY, CLOSING REPORT AND ANY PURCHASED ITEM RECEIPTS IN BLUE BAG AND PLACE IN SAFE. Thank You, Management

E+F $484.22 G $22.36

GOALCASH DEPOSIT $187.30 Deposit this amount in safe. -$115.79

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Professional Development & TrainingIndividual Development Plan

Part 1: Personal Details

Name A lex Lun a Employee Number 259644

Position Title Drafting Designer II People Leader Robert Castro

Department IT ECM, Web & Portal Services Work Location Enbridge Houston (EUS)

Do you have direct reports? N o Competency Level Individual Contributor & Techn icians/O pera to rs

Time in current role 6 years Previous Two Positions Contracted Drafter Junior Drafter

Part 2: Career Interests & Readiness

Areas you would like to develop in your current role Career Aspirations (3- 5 years)

AutoCAD- Take classes in TotalCAD to be informed on new software and development to improve productivity. ArcGIS- Take classes in TeachMeGIS to be informed on new software and development to improve productivity and make better maps. Microsoft Excel- Continue learning Excel to help create spreadsheets, reports, and totals. Powerpoint- Assist in generating information into a presentation or to assist in layout, whether it be for the drafting department or for a client requesting support, such as executive management. ADEPT- Need to take course for newest version of ADEPT CADWorks- Would like to receive training in CADWorks to better assist drafting department.

Senior Drafter

Potential Next Position (Title & Area) Desired Timing

Next Level of Drafter/Designer Within a year.

Mobility: National Mobility: North America Mobility: International

Potentia l Potentia l Potential

Mobility: National Short Term Projects Mobility: North American Short Term Project

Mobility: International Short Term Project

Yes Yes Yes

Mobility Comments

I will travel if it is needed to accomplish a task.

Part 3: Competency Assestsment

Top 3 Strengths

Competencies Lives the Values -

Relationship and Interpersonal Skills -

Customer Service -

Other:

Top 3 Development Areas

Ada pta b ility/F le xib ility -

Results and Execution -

Relationship and Interpersonal Skills -

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Professional Development & Training Other:

Technical Com petencies (Skills, Knowledge)

Top 3 Strengths

Mapping and designing. I am familiar with Enbridge systems, drawing files and folder structures.

Knowledged in AutoCAD, ArcGIS, Microsoft Excel, and Word. I have some general knowledge in Powerpoint and Access.

Trained in initial format of ADEPT. Obtaining information in order to organize systems and drawings in order to deposit them into A D E P T.

Top 3 Development Areas

Piping and Plant design. I would like to become more familiar with the actual layout of Enbridge''s pipelines, processing plants, and stations. Would like the opportunity to walk through the pipelines and plants for better understanding.

Mapping and designing. Need to learn the new skills and techniques in AutoCAD and ArcGIS in order to continue assisting the company with more enhanced skills. CADWorks P&ID and 3D Modeling.

Would like to obtaining some management skills to better assist in directing new staff members and provide guidance in order to achieve goals set by the Drafting Department and Enbridge as a whole.

Part 4: Development Plan Identify formal and informal development activities (on the job 70%, coaching/mentoring 20%, formal learning/self- directed 10%) that support career interests/direction and/or addresses key strengths/development areas identified above. Focus on 2- 3 development activities. Add more activities as needed.

Development Activity Timing/Measure Status

On the job 70%: 1) Preparation for Pipeline systems to be restored into ADEPT. - Create drawing lists in Excel in order to gain knowledge of existing drawings and conditions, and make updates as more information is acquired. - Developed a step process to facilitate necessary actions to clean up existing drawings and folder structures in preparation for ADEPT. - Final step will be to move files from current location to folder structure that will be used for ADEPT. Focus on the project has changed, to do one platform at a time from start to finish, then move on to the next one. 2) Mapping, Designing, and Drafting. Continue to support clients from 36th floor (marketing) 33rd floor (executive) 30th floor (Engineering) 25 floor (Offshore Business development) and any department that needs assistance with mapping, designng or drafting. 3)Drafting Request system in ServiceNow. Need to continue education and update completed jobs more regularly, and create reports for supervisor.

Coaching/mentoring 20%: Would like to receive coaching and assistance from supervisor Robert Castro, in order to perform tasks more efficiently and to mentor new employees and interns to be more productive. I am in the mentor program in Enbridge and being mentored by David Porter. Setting up our follow up meeting this week. Currently mentoring high school intern. Would like to receive some management skills to assist me in doing so.

Formal learning/self- directed 10%: Training in AutoCAD Training in CADWorks Training in ArcGIS Day courses in Excel Day courses in Powerpoint Day courses in Business Writing Attending Online College at DeVry

Received some training and attended free seminars. Completed courses this year successfully. Completed first 8 weeks. beginning new classes for next 8 weeks. Currently in 1st semester.

Plan on finishing SS332 by the end of July 2015. Next platform SS207 I estimate will take about 3 months. Will focus on a system at a time, in order to view process and progress with short term goals. Deadlines are set per job. By end of first quarter next year would like to be more informed and prod uc tive in S e rv ice N ow .

- Completed action plan. - Currently working on drawing list and updating information as needed. - Currently in reviewing process, opening drawings and assessing drawings as needed. Up to date. Currently understand basics, update information, and close out completed requests, but need to do it more frequently, upon completion.

On going

On going On going Estimated 2 years to receive Bachelor''s degree