pat barnes detailed project history

AEGIS SOLUTIONSMr. Patrick Barnes – Detailed Project

History

Mr. Patrick Barnes – Detailed Project HistoryThe following is a complete chronological project history of Mr. Barnes, including the project or engagement title, Mr. Barnes’ role on the project, the employer, the client, a description of the tasks he performed on the project, and the experiences gained and skills and tools used in performing those tasks. Note that many projects listed run concurrently or overlap other projects.11/15 – 01/16 Project: Launch New IT Consulting Business

Roles: EntrepreneurEmployer: Aegis Solutions Client: Aegis Solutions

Tasks Performed: Developed business plan and financial model; established required governmental approvals for new business establishment; gained California Small Business Certification; wrote detailed application and awarded California Multiple Award Schedule (CMAS) contract vehicle for doing business with state and local government entities covering twelve service areas from project management to software development. Experience Gained, Skills and Tools Used: Project management; business formation; business development; oral and written communications; CMAS requirements and processes; California Small Business Certification requirements; doing business in California and Placer County requirements.06/15 – 10/15 Project: SharePoint 2010 Project Management

Dashboard Roles: Project Manager, Solution Architect, Business

Analyst, Sr. Programmer/AnalystEmployer: Westland Management Solutions, Inc. Client: Stanford “SLAC” National Accelerator Laboratory,

Department of EnergyTasks Performed: Designed, developed and implemented custom executive project status dashboards for display within the SLAC National Accelerator Project Support Group's SharePoint 2010 collaboration environment. Extracted project financial, quality, environmental, and change control data from the Deltek COBRA 5 system and other sources and made this data available on line for executive review and decision support. Followed an agile, iterative approach to developing and deploying changes. Developed design specifications and user guide, and trained users. Experience Gained, Skills and Tools Used: Project management; business analysis; software development; oral and written communications, including reporting, writing briefing materials, planning, leading and facilitating meetings, resolving conflicts, team building; analyzing and documenting software requirements; architecting, designing, developing, testing, implementing, and maintaining technical solutions; web-based application development; Microsoft Office tools


History

(Word, Excel, PowerPoint, Visio, SharePoint 2010, SharePoint Designer); ASP.Net; XSL; Easy Tabs v 5.0; OLE.03/14 – 03/16 Project: Project Management and Systems

Engineering Support Roles: Sr. Project Manager, Systems/Software EngineerEmployer: The Aeon Group, Inc.Client: California Air Resources Board (ARB)

Tasks Performed: Provided project management and systems engineering services to assist the ARB Office of Information Services (OIS) in developing more agile and lean project management and software engineering processes, methods, and staff skill sets, and in applying these techniques to updating existing systems and executing new projects. Scope included serving as project management and systems engineering subject matter expert on several software development and implementation projects, and supporting IT planning, procurement and enterprise architecture efforts for the Board. Reported directly to the Board’s Chief Information Officer (CIO). Provided project management and project support services for 32 IT projects. Mentored new project managers in the PMO and led PMO process improvement efforts. Major projects led included the following:

ARB Systems Migration Project – Managed completion of the overall project and facilitated wrap up migration efforts for 20+ sub-projects (Cisco UCS, Hitatchi HUS, VMWare).

Portable Equipment Registration Program – Managed web application development (Red Hat, Java, Tomcat, MySQL)

Project Portfolio Management – Performed configuration of templates and sites, led process and site standardization (SharePoint 2013, BrightWork, MS Project 2013).

OpenEDMS Document Management Replacement – Analyzed and documented business requirements, facilitated procurement, supported follow-on PM with assessment of progress and project recovery efforts (SQL Server, Jira, MySQL, Java)

Laboratory Information Systems Replacement – Analyzed and documented business requirements, wrote scope of work, facilitated COTS procurement (LabVantage LIMS, Oracle, Paradox).

Staff Time Reporting – Analyzed and documented business requirements, developed project plan, coordinated progress with stakeholders and developer (SharePoint).

Enterprise Architecture Repository – Analyzed and documented business requirements, developed project plan, coordinated progress with stakeholders and developer (SharePoint, FEA, ArchiMate, Visio).

Haagen-Smit Laboratory IT Modernization – Performed systems analysis effort encompassing 30+ systems, 300+ staff, and 50+ IT needs and issues (document management system, chemistry laboratory information management, vehicle testing, certification programs, geospatial information systems, on-board vehicle diagnostics, and numerous analysis tools and COTS products).

Provided enterprise IT strategic planning, staffing, security, procurement and related consulting services to IT management and the CIO in particular.


History

Prepared more than 40 planning documents, including white papers, presentations, project concepts, job duty statements, budget concept papers, IT process descriptions, and related plans and analyses. Notable examples of IT planning activities included annual Technology Recovery Plan update for the board, CalCloud Value Proposition, Pluralsite Training RFO, Analysis of FISMA Risks, Follow up and Action Items, OIS 2015 IT Priorities Presentation, OIS 2015 Accomplishments Timeline, Budget Concept for ARB Legacy Systems Security Remediation, IT Support to ECARS Division presentation, Budget Concept for IT Security 2015/16, Digital States Survey Analysis, and ARB Information Asset Inventory Approach (response to Open Data legislative initiatives).

Provided key support to more than 20 separate procurement efforts, including development of statements of work, requests for offer, requests for information, and requests for quotations. Notable examples of IT procurements included Pluralsite Training RFO, Disaster Recovery Warm Site RFQ, Laboratory Information Management System RFI and RFQ, and Greenhouse Gas Reduction Fund Project Tracking System RFO.

Provided specific systems and software engineering expertise directly supporting more than 25 ARB systems using a wide variety of technical skills, tools, and commercial products. Notable examples include the following:

Recovery and operation of the legacy Community Health Information System (GIS using ArcIMS and ArcGIS).

System administration of several legacy systems using Windows Server 2000, 2003, and 2008

Air Quality Data Management System upgrade and technical support (SQL Server).

Team Foundation Server (TFS) 2013 system administration and configuration.

GGRF Project Tracking System solution design. BrightWork system implementation, configuration, user training and support

(SharePoint 2013). Legacy LIMS system administration (Oracle 8i, SQL*LIMS, LimsLink,

Paradox, SQL Server, Windows 2000 Sever, Windows Batch, VBScrits, Terminal Services and Print Services).

Design and construction of an Enterprise Architecture Repository in SharePoint.

EA-based systems analysis of HSL IT systems (30+) and business units (300+ staff), resulting in identification and documentation of more than 50 IT needs and issues.

Experience Gained, Skills and Tools Used: project management; agile project management methods; developing and maintaining project plans and schedules; contract management; SharePoint site design, development, use, and management; training and mentoring; oral and written communications, including reporting, writing position papers, writing critical analyses, writing briefing materials, planning, leading, and facilitating meetings, resolving conflicts, team building; preparing State of California documents for project reporting, budgeting, staffing, and IT procurements; analyzing and documenting software requirements;


History

architecting, designing, developing, testing, and maintaining technical solutions; Enterprise Architecture concepts, methods, and modeling techniques, including ArchiMate; California Department of Technology IT project reporting, including the California Project Management Methodology (CA-PMM) and the newly revised Project Approval Process; Office of Technology Services (state data center) networks and tenant managed services and infrastructure; SharePoint 2013; SharePoint Designer; VMWare, including VSphere; Microsoft Office tools; Microsoft Project Professional; Altiris (Symantec Service Desk); SQL Server; MySQL, including Workbench; Paradox; Oracle; Air Quality Programs; all (175+) ARB information systems, including high performance computing systems used for air quality and atmospheric modeling, Document Management Systems, Laboratory Information Systems, Vehicle Testing Automation Systems, Air Quality Reporting Networks and Systems, Manufacturer and Operator Registration and Reporting Systems, and Regulation Enforcement Systems.04/12 – 01/1 Project: ARB Systems Migration Project

Roles: Sr. Project Manager, Systems/Software EngineerEmployer: The Aeon Group, Inc.Client: California Air Resources Board (ARB)

Tasks Performed: Served as project manager over the $2M+ ARB Systems Migration project and provided project management subject matter expertise and oversight for 125 individual application/system migration projects using agile project management methods. Facilitated and led project planning meetings and working sessions. Provided project status updates to ARB managers, executives, and stakeholders. Developed and maintained project plans and schedules. Developed and updated Risks and Issues documentation. Additional tasks within this engagement:

Served as Project Manager for the ARB Enterprise Registration (ARBER) system, including maintenance of the operational system supporting two ARB programs and significant, multi-million-dollar enhancement to the system to support the Portable Equipment Registration Program. Performed all project reporting and contract management; coordinated developer, business analysis, testing, and release implementation activities; led organization and prioritization of work remaining to roll out the new enhancement and system changes.

Supported the CIO by performing special analyses regarding strategic IT issues, such as Enterprise Architecture, IT Strategic Planning, and IT Resource Planning. Developed ARB IT Services Catalog to communicate implementation of a new Services Management approach to IT service delivery with board executives and staff.

Developed State of California IT procurement documents supporting migration and system development and improvement efforts, including cost/benefit analyses, requests for offer, requests for quotation, statements of work, technical qualifications, and response evaluation procedures. Developed State of California IT project and budget reporting documents, including IT concepts, feasibility studies and budget change proposals for new ARB systems. Mentored and trained ARB staff in project management and procurement practices and techniques.


History

Served as a software/systems engineering subject matter expert using agile software development methods for evaluating, assessing, documenting, and modernizing ARB applications and systems for migration, consolidation, or re-hosting. Assessed application source code quality, system documentation, current hardware/software migration plans, and work in progress. Provided technical expertise in architecture, design, development, and implementation of ARB virtual private cloud environment for hosting more than 150 ARB business applications and systems. Provided capacity planning, performance monitoring, fault tolerance assessment, and troubleshooting of application software, system software, hardware, and networks associated with ARB and related California Environmental Protection Agency systems. Recommended reconfiguration and/or optimization where needed. Facilitated and led technical team meetings and working sessions. Developed and updated technical documentation for applications, systems, and environments. Assessed application maturity, quality, and sustainability in a short time-boxed, and iterative fashion resulting in rapid migrations with minimal waste in terms of excess documentation or cumbersome processes. Coached ARB staff in agile methods. Mentored and trained ARB staff in applicable technical practices, tools, and technologies. Developed extensive, multi-level SharePoint sites for migration project and ARBER project. Used SharePoint Designer to provide enhanced site features.

Experience Gained, Skills and Tools Used: project management; agile project management methods; developing and maintaining project plans and schedules; contract management; oral and written communications, including reporting, writing position papers, writing critical analyses, writing briefing materials, planning, leading, and facilitating meetings, resolving conflicts, team building; preparing State of California documents for project reporting, budgeting, staffing, and IT procurements; analyzing and documenting software requirements; architecting, designing, developing, testing, and maintaining technical solutions; SharePoint site design, development, use, and management; training and mentoring; the ARBER system; air quality modeling systems; Air Quality Programs; all ARB information systems; high performance computing systems; CA Department of Technology networks and tenant managed infrastructure; SharePoint 2010; SharePoint Designer; VMWare, including VSphere; Microsoft Office tools; Microsoft Project Professional; Altiris (Symantec Service Desk); SQL Server; MySQL, including Workbench; Java, PHP, PERL (code review); Linux (including Red Hat, CentOS, Ubuntu, and Debian); Apache Tomcat and HTTP servers; PostgreSQL; Oracle; DB2; Cisco UCS.11/11 – 04/12 Project: Health Insurance Exchange (HIX) Proposed

SolutionsRoles: Project Management and Systems/Software

Engineering Subject Matter ExpertEmployer: The Aeon Group, Inc.Client: CGI Group, Inc.

Tasks Performed: Analyzed requirements and assisted in developing proposed solutions for implementation of HIX (Affordable Care Act) systems for four states. Developed staffing models and work breakdown structures representing typical two-year development and implementation period. Created fully loaded Microsoft


History

Project schedules. Wrote proposed solution descriptions, project management approaches, and software development lifecycle solutions, including use of agile development methodologies. Developed proposal and solution briefing materials. Provided critical peer reviews and feedback on all aspects of proposed solutions.Experience Gained, Skills and Tools Used: Proposal writing; project management; agile project management methods; developing and maintaining project plans and schedules; iterative development methods; contract management; oral and written communications, including reporting, writing position papers, writing critical analyses, writing briefing materials, planning, leading, and facilitating meetings, resolving conflicts, team building; analyzing and documenting software requirements; architecting and designing technical solutions; the Unified Process (UP); Continuous Integration; Health Insurance Exchanges; COTS integration; Health Care Information Management Systems; Centers for Medicare and Medicaid Services (CMS) information systems requirements and Enterprise Life Cycle (ELC); Affordable Care Act (ACA); Microsoft Office tools; Microsoft Project Professional.06/10 – 11/11 Project: Employer Data Analysis, California Child

Support Automation System (CCSAS) ProjectRoles: Sr. Project Manager, Solution Architect, Sr.

Business Analyst; Sr. Data Analyst Employer: The Aeon Group, Inc.Client: California Department of Child Support Services

(DCSS)Tasks Performed: Provided project management and software/systems engineering support services for planning and managing employer data activities, addressing employer data-related problems, improving processes, and evaluating solutions to effectively maintain the data. Provided leadership and guidance to DCSS staff in analyzing and implementing an effective employer data solution. Conducted Joint Analysis and Design (JAD) sessions with application users, technical staff, and stakeholders to design employer data handling solutions. Developed business practices to more efficiently process and maintain employer data, and resolve data issues. Analyzed proposed and planned employer data process and system changes to assess their impact on related systems, and evaluated the impacts pertaining to the ongoing strategies for employer data improvements. Led project to analyze and find solutions for employer data problems with a $500 million annual potential impact to child support collections. Led analysis and design of numerous employer data-related improvements to CCSAS totaling more than $4M, including new external interfaces, and development of an employer web portal. Developed an interim automated interface using Microsoft SQL Server with the nation’s largest employment verification service to identify new employment for delinquent obligors. Led business process analysis and reengineering to improve effectiveness of manual employer data maintenance processes. Performed extensive analysis of employer data and associated metrics using Microsoft SQL Server and Excel.Experience Gained, Skills and Tools Used: Project management; developing and maintaining project plans and schedules; business analysis; iterative development methods; oral and written communications, including reporting, writing position papers, writing critical analyses, writing briefing materials, planning, leading, and


History

facilitating meetings, resolving conflicts, team building; analyzing and documenting software requirements; architecting, designing, developing, testing, implementing, and maintaining technical solutions; statistical data analysis; data design and management; Microsoft Office tools (Word, Excel, PowerPoint, Visio); Microsoft Project Professional; Rational Clear Case and Clear Quest; SQL Server; Visual Studio; SharePoint; Child Support; California Child Support Enforcement System; Rational Unified Process (RUP); use cases; page, report, and form design specifications.07/09 – 06/10 Project: CCSAS Procurement Support

Role: Sr. Project Manager, Sr. Business AnalystEmployer: The Aeon Group, Inc.Client: California Department of Child Support Services

(DCSS)Tasks Performed: Provided project management and analysis services for the $2 billion California Child Support Automation System (CCSAS) project, including project management support for the project transition to Maintenance & Operations (M&O), procurement support, for the $100 million follow-on software maintenance contract, and maintenance, analysis, and reporting of highly complex project cost/benefits data. Developed project documentation, including plans and procedures; performed ad hoc analyses of project issues; wrote scope of work and staff qualifications for 15 classifications and 100 staff; developed detailed staffing profile and cost models; maintained complex cost/benefits spreadsheets; developed solicitation documents, procedures, schedules and requirements, including requests for information, invitation for bid, requests for quotations, and related State of California required procurement documents; prepared responses to State & Federal oversight agencies. Provided mentoring and knowledge transfer to State staff regarding document tools, techniques, and standards and project management disciplines.Experience Gained, Skills and Tools Used: Project management; developing and maintaining project plans and schedules; business analysis; software maintenance; IT governance; IT procurement, including State of California IT procurement processes and documents (FSR, RFO, RFQ, RFP, IFB, BCP); California IT and federal project processes and documents (APD, FSR, SPR); oral and written communications, including reporting, writing position papers, writing critical analyses, writing briefing materials, planning, leading, and facilitating meetings, resolving conflicts, team building; analyzing and documenting software requirements; developing staffing requirements; Microsoft Office tools (Word, Excel, PowerPoint, Visio); Microsoft Project Professional; SharePoint; Child Support; California Child Support Enforcement System.07/08 – 06/09 Project: Technical and Financial Management Support

Roles: Sr. Project Manager, Sr. Business Analyst, Sr. Programmer/Analyst

Employer: The Aeon Group, Inc.Client: California Department of Child Support Services

(DCSS)Tasks Performed: Provided support for development and maintenance of extremely complex and technical child support enforcement information systems and project approval documentation.


History

Provided technical support for the maintenance, and operation of State-level auxiliary systems, including the Intercept database (IDB) and the Cashier Payment Manager (CPM) subsystems. Developed and maintained project specifications, including Software Use Cases, Software Design Description, Interface Design Description, and Database Design Description. Conducted Joint Analysis and Design (JAD) sessions with application users, internal technical staff, and external interfacing and using agency business and technical staff members. Provided project management support for the maintenance of IDB and CPM subsystems. Provide analysis of operational issues, such as intercept interface processes, batch processes, and database and web application functionality. Designed, developed, and implemented changes to State-level auxiliary systems necessary to correct application defects or meet new business needs using technologies such as Active Server Pages, Hypertext Markup Language, Standard Query Language, C# programming language, and Crystal Reports/Business Objects. Mentored State staff in technical disciplines and specific implementation technologies and techniques, necessary for ongoing maintenance and operation of auxiliary applications.Provided support for development and maintenance of child support enforcement project approval documentation, including the 380+ page CCSAS Federal Advance Planning Document, Federal Quarterly Project Reports, Budget Change Proposals, and Special Project Reports. Developed and maintained intricate, multi-layered budget spreadsheets supporting project approval documents and Economic Analysis Worksheets. Developed and maintained complex cost models supporting cost projections and multiple budget documents for project activities, such as local technical support, State staffing, application maintenance, and application hosting. Provided support for the project budget process, including analysis of budget proposals, requests, and issues from local child support agencies. Provided training, knowledge transfer, guidance, support and mentoring to DCSS staff necessary for ongoing maintenance and operations of applications. Analyzed and prepared responses, both orally and in writing, for requests for information regarding CCSAS project approval documents from Federal and State of California control agencies. Provided support for planning the CCSAS Project’s transition and incorporation of Franchise Tax Board (FTB) staff members to DCSS in support of ongoing maintenance and operations, including analysis and documentation of issues with automated and/or manual systems. Developed and maintained numerous CCSAS Project planning documents, including transition plans, legacy system retirement plans, training plans, and staffing plans. Provided support for managing the M&O phase of the CCSAS system, including development of M&O processes and procedures, staffing strategies, service level objectives/metrics, and costs analyses. Developed and mentored State staff regarding development of close-out documentation, such as Post Implementation Evaluation Reports (PIER), for the CCSAS project and auxiliary systems projects. Experience Gained, Skills and Tools Used: Project management; developing and maintaining project plans and schedules; business analysis; software maintenance; IT governance; IT procurement, including State of California IT procurement processes and documents (FSR, RFO, RFQ, RFP, IFB, BCP); California IT and federal project processes and documents (APD, FSR, SPR); oral and written communications, including reporting, writing position papers, writing critical analyses, writing briefing materials, planning, leading, and facilitating meetings,


History

resolving conflicts, team building; analyzing and documenting software requirements; architecting, designing, developing, testing, implementing, and maintaining technical solutions; database design; web-based application development; Microsoft Office tools (Word, Excel, PowerPoint, Visio); Microsoft Project Professional; Rational Clear Case and Clear Quest; SQL Server; Visual Studio; ASP; ASP.Net; C#; Crystal Reports/Business Objects; Child Support Program; California Child Support Enforcement System; Rational Unified Process (RUP); use cases; page, report, and form design specifications.10/07 – 06/08 Project: Cashier Tool/Payment Manager (CPM) Project

Roles: Sr. Project Manager, Solution Architect, Sr. Business Analyst, Sr. Programmer/Analyst


(DCSS)Tasks Performed: Served as Project Manager, Solution Architect, and Lead Developer for development and implementation of the CPM system, the Department’s new statewide local payment processing application, responsible for receipting more than 10,000 payments and $3 million per month. Led a five-person development team and coordinated project activities with State and county project stakeholders, including business process analysis. Developed all project planning and related documents, all system formal requirements and design documentation (using RUP concepts and tools). Conducted Joint Analysis and Design (JAD) sessions with application users, internal technical staff, and external interfacing and using agency business and technical staff members. Developed webLed transition activities for 12 counties and personally trained more than 250 users on the application. Coordinated transition of all electronic fund transfer processes from legacy systems to 3 different local banks. Also performed application analysis, programming, and testing activities, developed all reports, and implemented several major post-production enhancements critical to transitioning counties to the new application. Ensured developed system met financial auditing and performance requirements. Continued to provide ongoing issue analysis as well as development and implementation of system changes. Utilizes Microsoft ASP.net, C#, TSQL, and Crystal Reports/Business Objects XI.Experience Gained, Skills and Tools Used: Project management; developing and maintaining project plans and schedules; business analysis; software development; IT governance; IT procurement, including State of California IT procurement processes and documents; oral and written communications, including reporting, writing position papers, writing critical analyses, writing briefing materials, planning, leading, and facilitating meetings, resolving conflicts, team building; analyzing and documenting software requirements; architecting, designing, developing, testing, implementing, and maintaining technical solutions; database design; web-based application development; Microsoft Office tools (Word, Excel, PowerPoint, Visio); Microsoft Project Professional; Rational Clear Case and Clear Quest; SQL Server; TSQL; Visual Studio; ASP.Net; C#; JavaScript; VBScript; HTML; Crystal Reports/Business Objects XL; Child Support Program; California Child Support Enforcement System; Rational Unified Process (RUP); use cases; page, report, and form design specifications.


History

05/04 – 10/07 Project: Intercept Database Re-host (IDB-R) Project Roles: Sr. Project Manager, Solution Architect, Sr.

Business Analyst, Sr. Programmer/AnalystEmployer: The Aeon Group, Inc.Client: California Department of Child Support Services

(DCSS)Tasks Performed: Project manager and system architect for the development and implementation of the $1.5M Department’s Intercept Database (IDB) replacement system responsible for collection of more than $450 million annually in back child support payments. Developed all project planning and related documents, including all project approval (ITPP and FSR) and procurement (RFO) documents and all formal system requirements and design documentation (utilizing aspects of the Rational Unified Process (RUP) and software tools). Led business analysis to understand current environment and legacy systems and develop requirements for the new system. Conducted Joint Analysis and Design (JAD) sessions with application users, internal technical staff, and external interfacing and using agency business and technical staff members. Reverse engineered Adabase/Natural code from legacy system to document specific business processes and algorithms. Also performed application analysis, programming, and testing activities, developed more than 20 reports, and implemented several major post-production enhancements critical to system integration with new CSE and SDU systems. Continued to provide ongoing issue analysis as well as development and implementation of system changes. Utilizes HTML, ASP, SQL, and Crystal Reports technologies.Experience Gained, Skills and Tools Used: Project management; developing and maintaining project plans and schedules; business analysis; solution architecture; refactoring; application migration; software maintenance; IT governance; oral and written communications, including reporting, writing position papers, writing critical analyses, writing briefing materials, planning, leading, and facilitating meetings, resolving conflicts, team building; analyzing and documenting software requirements; architecting, designing, developing, testing, implementing, and maintaining technical solutions; database design; web-based application development; Microsoft Office tools (Word, Excel, PowerPoint, Visio); Microsoft Project Professional; Rational Clear Case and Clear Quest; SQL Server; Visual Studio; Visual Source Safe; ASP; JavaScript; VBScript; HTML; Crystal Reports; Adabase; Natural; Child Support Program; California Child Support Enforcement System; Rational Unified Process (RUP); use cases; page, report, and form design specifications.03-01 – 06/08 Project: California Child Support Automation System

(CCSAS), Project Management Reporting and Support

Roles: Sr. Project Manager, Sr. Business Analyst, Sr. Systems Analyst


(DCSS)Tasks Performed: Applied knowledge of child support program, state and federal regulations, and systems engineering best practices to develop 17 federal


History

implementation, annual and as-needed Advance Planning Documents (APD) and 16 Special Project Reports (SPR) for federal and State approval of the project, covering both the new system under development and legacy systems operating as the “Pre-Statewide Interim Systems Management (PRISM)” project. Analyzed prior cost estimation strategies and developed and documented methodologies used to project costs for consolidation and conversion of current interim systems to the new statewide system. Developed cost benefit analysis and budget projection for the interim and replacement system totaling $3 billion over 20 years. Supported development of cost models for both CSE and SDU FSRs. Continued to work with and mentor an interdisciplinary team of State and consultant staff from accounting, budgets, contract management, engineering, project management office, and quality assurance project areas to develop successive project status and funding documents throughout the contract term.Developed procurement processes and documents for acquisition of Information Technology consulting resources and successfully supported 30 procurement projects, including the $800 million CCSAS CSE Development and Implementation contract and $70 million CASES M&O Services RFPs, and $200 million CSE M&O Services IFB. For CASES M&O Services, developed major components of RFP, including Administrative Requirements, Technical Requirements, Cost Model, and Evaluation Approach. Managed CASES RFP project from development of initial Request for Interest through Contract Award. Developed CASES M&O Services IT Procurement Plan, Market Survey, Contingency Plan, Evaluation Handbook, and compiled complete procurement library comprising more than 900 project documents. Wrote all responses to questions from CASES M&O Services RFP bidders and State, county and federal stakeholders. Briefed CASES M&O Services stakeholders on approach and funding issues, including DGS, DOF, and OCSE to achieve expedited review and approvals. In summary of DCSS procurement support efforts, authored significant portions of 3 FSRs, 3 ITPPs, 1 RFI, 2 RFPs, 2 IFBs, 22 RFOs, 2 NCBs, and 7 Evaluation Procedures documents.Provided technical expertise on maintenance, operations, and sustainment of legacy systems and transition of functionality to the new statewide system. Wrote transition and retirement plans for legacy systems (including ARS, CASES, IDB, CPM, and CSR). Worked with project staff to document current business processes and legacy system functionality; performed gap analysis between legacy systems and the new system to assist executives with decision making and prioritization of new system changes and data archival requirements. Developed maintenance and operations work breakdown structure for sustainment of the new system and transition from the development and implementation phase to the maintenance and operations phase of the project. Results of plans and analyses reflected in project budget and applicable APD and SPR approval documents.Experience Gained, Skills and Tools Used: Project management; developing and maintaining project plans and schedules; IT procurement, including State of California IT procurement processes and documents (FSR, RFO, RFQ, RFP, IFB, BCP); California IT and federal project processes and documents (APD, FSR, SPR); oral and written communications, including reporting, writing position papers, writing critical analyses, writing briefing materials, planning, leading, and facilitating meetings, resolving conflicts, team building; analyzing and documenting software requirements; developing staffing requirements; Microsoft


History

Office tools (Word, Excel, PowerPoint, Visio); Microsoft Project Professional; SharePoint; Child Support; California Child Support Enforcement System.12/01 – 03/01 Project: Child Welfare Systems/Case Management

System (CWS/CMS) Adoptions AnalysisRoles: Sr. Project Manager, Sr. Systems Analyst, Sr.

Business AnalystEmployer: The Aeon Group, Inc.Client: Health and Human Services Agency

Tasks Performed: Analyzed business needs and efforts to date for $20 million enhancement to this very large, complex public welfare system. Performed alternatives analysis and developed strategic approach to win state and federal financial support for the enhancement. Developed Draft Software Requirements Specification in accordance with IEEE Std 830. Also wrote two As-needed APDUs to request federal financial support for various system upgrades and replacements. Developed standardized approach to developing and formatting requests resulting in development of As-needed APDUs in a fraction of the normal time.Experience Gained, Skills and Tools Used: Project management; State of California IT procurement, technology, and federal project processes and documents; Child Welfare System and Program; oral and written communications and tools.11/01 – 12/01 Project: Child Support Enforcement Legacy Data

Options Analysis, DCSSRoles: Sr. Project Manager, Sr. Systems Analyst, Sr.

Business AnalystEmployer: The Aeon Group, Inc.Client: Health and Human Services Agency

Tasks Performed: Analyzed business needs and efforts to date to retain and make available legacy system data for quick reference. Developed a project charter and provided analysis report supporting department strategic decision-making. Also performed statistical analysis of estimated caseload for Non-IV-D Child Support Orders in California to support sizing of new $1.2 billion statewide system.Experience Gained, Skills and Tools Used: Project management; data analysis; systems analysis; alternatives analysis.

5/01 – 10/01 Project: Child Welfare Systems/Case Management System (CWS/CMS) Annual APDU, CDSS

Roles: Sr. Project Manager, Sr. Systems Analyst, Sr. Business Analyst

Employer: The Aeon Group, Inc.Client: Health and Human Services Agency

Tasks Performed: Developed a technical roadmap to help secure on-going federal funding for a $900 million project. Wrote definitive ten-year project history documenting all project activities in terms of scope, schedule and cost. Developed complete and comprehensive, multi-level “budget and actual” cost model for the project.


History

Experience Gained, Skills and Tools Used: Project management; federal project reporting processes and documents; Child Welfare System and Program; oral and written communications and tools.3/00 – 5/01 Project: E-Commerce and Broadband Services

Roles: Director of Information TechnologyEmployer: PhatPipe, Inc.Client: Industrial Real Estate Property Owners and

TenantsTasks Performed: Led software development and technical support staff for internet start-up company. Analyzed, recommended and led implementation of enterprise business solutions for front and back office, including telecom billing, accounting, customer care, tech support, and sales force automation. Led 12-member in-house team, plus various contract staff implementing a public e-commerce web site for the company; substantially improved team software engineering processes and procedures leading to increased quality, performance, and stakeholder satisfaction. Designed and prototyped web interface for enterprise management application for internet service provider implementing campus wireless and DSL networks. Performed all work-flow process analysis, requirements analysis and user training. Experience Gained, Skills and Tools Used: Project management; requirements analysis; system design and development; e-commerce; oral and written communications and tools; staff supervision; team-building; classic ASP; SQL Server; HTTP; VBScript; JavaScript; website design and development.6/98 – 3/00 Project: Welfare Sector IV&V Projects

Roles: Department ManagerEmployer: Logicon Inc. (Northrop Grumman Corp.)Client: Various State Agencies and Departments

Tasks Performed: Directed all Logicon (Northrop Grumman Corp.) IV&V, QA, and project management services supporting the State of California Health and Welfare Agency and related departments including the Department of Social Services, Department of Health Services, and the Health and Welfare Agency Data Center. Developed proposals, managed customer relations, and supervised and allocated all Logicon resources supporting related projects. Managed ten project managers and technical leads providing services for multiple clients in two states. Performed direct project management of Independent Verification and Validation (IV&V) and Systems Engineering engagements according to ANSI/IEEE Standards.Experience Gained, Skills and Tools Used: Project management; federal project reporting processes and documents; welfare programs and systems; IV&V; oral and written communications and tools.1/00 – 3/00 Project: California School Information Services (CSIS)

Roles: Sr. Project ManagerEmployer: Logicon, Inc. (Northrop Grumman Corp.)Client: California Department of Education (CDE)

Tasks Performed: Provided executive project leadership for State Legislature directed IV&V of county managed program to standardize student data sharing among local educational agencies (school districts), post-secondary institutions and


History

state agencies. Evaluated contractor provided project management planning including funding and oversight of central and local software development and implementation projects.Experience Gained, Skills and Tools Used: Project management; education management information systems; IV&V; oral and written communications and tools.1/00 – 3/00 Project: Nevada’s Operation of Multi-Automated Data

Systems (NOMADS)Roles: Sr. Project ManagerEmployer: Logicon, Inc. (Northrop Grumman Corp.)Client: Nevada Department of Information Technology

Tasks Performed: Provided direct project management and executive project leadership. Supported state take-over of implementation for this at-risk mission critical statewide Child Support system. Wrote IV&V Plan. Devised and implemented a unique rapid review and assessment methodology. Performed assessments of software engineering processes and procedures and Total Cost of Ownership planning. Briefed key State and local stakeholders on project risks.Experience Gained, Skills and Tools Used: Project management; child support enforcement program and systems; requirements analysis; systems analysis; IV&V; total cost of ownership; oral and written communications and tools.7/99 – 3/00 Project: Statewide Automated Welfare System

CalSERVRoles: Sr. Project ManagerEmployer: Logicon, Inc. (Northrop Grumman Corp.)Client: Health and Human Services Agency Data Center

Tasks Performed: Provided executive project leadership for development of Requirements for SAWS CalSERV project—multi-system data interface and integration. Applied knowledge of interoperability needs for all State welfare-related systems to help ensure completeness and accuracy of project scope and system architecture. Reviewed acquisition documents and briefed stakeholders on key issues.Experience Gained, Skills and Tools Used: Project management; requirements analysis; requirements quality metrics; business analysis; welfare programs and systems; oral and written communications and tools.5/99 – 10/99 Project: California Child Support Automation Project

(CCSA)Roles: Sr. Project ManagerEmployer: Logicon, Inc. (Northrop Grumman Corp.)Client: Health and Human Services Agency Data Center

Tasks Performed: Provided project management and executive project leadership for IV&V services. Supported acquisition phase for development of statewide replacement system. Reviewed RFP requirements, validated project systems engineering processes, and investigated and analyzed critical issues with California’s most costly and politically sensitive IT project. Developed requirements validation tool in MS Access and embodying key requirements quality metrics. Briefed key State and local stakeholders on project status from


History

IV&V perspective. Invited panelist at 1999 National Child Support Enforcement Association Conference.Experience Gained, Skills and Tools Used: Project management; state and federal IT project management and reporting processes and procedures; State government procurement and fiscal processes and procedures; child support enforcement program and systems; IV&V; MS Access; requirements analysis; requirements quality metrics; oral and written communications and tools.4/99 – 7/99 Project: Adoptions Subsystem Enhancement Project

Roles: Sr. Project ManagerEmployer: Logicon, Inc. (Northrop Grumman Corp.)Client: Department of Social Services (CDSS)

Tasks Performed: Provided executive project leadership for development of Feasibility Study and federal Advanced Planning acquisition documents. Provided domain knowledge and expertise regarding California’s $200M Child Welfare Information System architecture. Reviewed acquisition documents and briefed stakeholders on key issues.Experience Gained, Skills and Tools Used: Project management; state and federal IT project management and reporting processes and procedures (APD and FSR); State government procurement and fiscal processes and procedures; child welfare program and systems; oral and written communications and tools.01/98 – 12/99 Project: State of Florida Statewide Automated Child

Welfare Services Information System (SACWIS)

Roles: Sr. Project ManagerEmployer: Logicon, Inc. (Northrop Grumman Corp.)Client: Florida Dept. of Children and Families (DCF)

Tasks Performed: Provided IV&V services, including SACWIS domain and technical expertise to State of Florida SACWIS project. Guided project in areas such as technical architecture, total cost of ownership planning, project management, software and systems engineering processes. Reviewed and provides recommendations for RFP for SACWIS procurement. Experience Gained, Skills and Tools Used: Project management; Florida state and federal IT project management and reporting processes and procedures; State government procurement and fiscal processes and procedures; SACWIS program; IV&V; oral and written communications and tools.8/98 – 10/98 Project: Maintenance and Operations Plan

Development Roles: Sr. Project Manager

Employer: Logicon, Inc. (Northrop Grumman Corp.)Client: Health and Human Services Agency Data Center

Tasks Performed: Led development of Maintenance and Operations Plan for data center host upgrades. Authored strategic planning process and white paper advocating streamlined approval process for routine system upgrades for control agency decision.


History

Experience Gained, Skills and Tools Used: Project management; state and federal IT project management and reporting processes and procedures; State government procurement and fiscal processes and procedures; State IT systems maintenance and operations planning; oral and written communications and tools.7/98 – 3/00 Project: CWS/CMS Maintenance and Operations

TransitionRoles: Executive Project ManagerEmployer: Logicon, Inc. (Northrop Grumman Corp.)Client: Health and Human Services Agency Data Center

Tasks Performed: Provided executive project leadership; supported specification of technical requirements and services for development of RFP and related documents; briefed key stakeholders on RFP project status.Experience Gained, Skills and Tools Used: Project management; project oversight; state and federal IT project management and reporting processes and procedures; State government procurement and fiscal processes and procedures; child welfare program and system; IV&V; oral and written communications and tools.6/98 – 3/00 Project: CWS/CMS

Roles: Executive Project ManagerEmployer: Logicon, Inc. (Northrop Grumman Corp.)Client: Health and Human Services Agency Data Center

Tasks Performed: Provided executive project leadership; supported technical strategic planning; briefed key stakeholders on project status from IV&V perspective. Experience Gained, Skills and Tools Used: Project management; project oversight; state and federal IT project management and reporting processes and procedures; State government procurement and fiscal processes and procedures; child welfare program and system; IV&V; oral and written communications and tools.8/96 – 6/98 Project: Child Welfare Services Case Management

System (CWS/CMS)Roles: IV&V Project ManagerEmployer: Logicon, Inc. (Northrop Grumman Corp.)Client: Health and Human Services Agency Data Center

Tasks Performed: Performed Project Management, Independent Verification and Validation (IV&V), and Systems Engineering according to ANSI/IEE Standards supporting information technology projects for the State of California. Managed staff supporting the Health and Welfare Agency’s Child Welfare Services/Case Management System (CWS/CMS) implementation through 12/98. CWS/CMS is an IBM mainframe based centralized data base; is accessed from more than 16,000 Pentium workstations state-wide via more than 350 OS/2 servers; uses a multi-protocol network incorporating multiple, heterogeneous LANs and WANs; and integrates with numerous external State and Federal government systems. The application is 35,000+ function-points with a Visual Basic and C++ front end and COBOL back-end on the mainframe. As Project Manager, developed IEEE standard Software Verification and Validation Plans and Maintenance and Operations Plans; led formal evaluations of the system architecture, implementation planning, performance testing, project documentation, and system support staffing; led


History

strategic planning for system infrastructure upgrades; supported RFP development and transition planning to a new maintenance and operations contract; and supported maintenance and operations budget planning by preparing briefs and testifying before Senate and Assembly Committee staffs. Under his leadership, IV&V analyses discovered a need for unplanned critical maintenance tasks costing more than $15M annually; led to addition of customer involvement in maintenance release testing; and led to incorporation of performance test activities into the project plan.Experience Gained, Skills and Tools Used: Project management; state and federal IT project management and reporting processes and procedures; State government procurement and fiscal processes and procedures; child welfare program and system; IV&V; oral and written communications and tools.07/95 – 07/96 Project: Theater Battle Management Systems

Roles: Action Officer, Systems Engineer, Sr. Project Manager

Employer: United States Air ForceClient: USAF Europe Headquarters, Ramstein AB,

GermanyTasks Performed: Principle advisor to the Command Chief Information Officer and to the Senior Intelligence Officer for Europe-wide air intelligence information systems development, deployment, and operations issues. Provided initial feasibility and concept analysis, and later quality assurance, for all US Air Force intelligence systems deployed to support the Bosinian Peace Plan Implementation Force (IFOR) as well as all other on-going operations in Europe and Northern Africa. Led project to implement multi-level secure communications providing first-ever two-way data flow between NATO and US intelligence systems. Air Staff recognized as, “1995 U.S. Air Force Outstanding Officer Intelligence Contributor of the Year.”Experience Gained, Skills and Tools Used: project management; joint services and coalition operations, program management; headquarters staff operations; theater communications; satellite communications; multi-level security; intelligence information systems; command and control systems; theater battle management systems; top secret/special compartmented information (TS/SCI) clearance.07/94 – 06/95 Project: Command Field Operations, Intelligence

SystemsRoles: Manager, Systems Engineer, Project ManagerEmployer: United States Air ForceClient: USAF Europe, Computer Systems Squadron,

Ramstein AB, GermanyTasks Performed: Managed Europe-wide software development and support of 29 million dollar communications and computer systems and networks supporting more than 300 geographically dispersed users in the command intelligence community. Managed a work force of 40 persons (military and contractor) performing all software support functions from concept analysis and development to system and network administration. Led completion of project to migrate intelligence systems from IBM mainframe to client-server UNIX environment. Led theater-wide upgrade of tactical intelligence systems using commercial-off-the-


History

shelf technology. Led establishment of enterprise classified network connecting personal computers to world-wide intelligence backbone giving all PC users a common set of office automation tools and access to national and regional secure databases. Led reorganization of IT staff to align IT services with business organizations and needs—received command-wide recognition from customer organization. Experience Gained, Skills and Tools Used: project management; joint services and coalition operations; program management; staff supervision; command field operations; top secret and US secret intelligence information systems interoperations (multi-level security); IT services-business value alignment; imagery; web and internet technologies, top secret/special compartmented information (TS/SCI) clearance.08/92 – 06/94 Project: Tactical Fusion Center

Roles: Manager Systems Operations, Project ManagerEmployer: United States Air ForceClient: USAF Europe, NATO, Boerfink MTK, Germany

Tasks Performed: Managed operation and support of 10-million-dollar intelligence data handling systems, communications and computer systems and networks supporting US Air Forces in Europe’s premier Air Intelligence facility. Managed site deployment of tactical air intelligence communications and computer systems to support NATO and Coalition air operations in Bosnia-Herzegovina—Operation “Deny Flight”. Led system improvement efforts in coordination with DoD intelligence community efforts to reduce costs and improve capabilities. Managed a work force of 70 persons comprising 6 software teams, a 24-hour computer and communications center, 3 software support personnel contracts totaling $780K annually, and $920K in commercial software lease and maintenance contracts. Led project to migrate the Center’s collection of mainframe, mini, and microcomputers and networks to an open-systems, client-server, Unix environment. Experience Gained, Skills and Tools Used: project management; data center operations; joint services and coalition operations, program management; intelligence information systems; staff supervision and performance reporting; customer relations; X Window System, Motif, C, C++, Digital’s DEC 5000 platform, IBM 43xx series mainframe; Multiple Source Interface/Correlation Processor, xIDB intelligence database, information security accreditation, multi-level security architecture; top secret/special compartmented information (TS/SCI) clearance.01/89 – 06/92 Project: Computer Science Program

Roles: Assistant Professor, Project Manager, Thesis Advisor, Researcher

Employer: United States Air ForceClient: Naval Postgraduate School, Monterey, CA

Tasks Performed: Taught and developed upper division computer science courses, including Computer Architecture, Systems Software Design, Problem Solving with Ada, and Software Development for Combat Systems. Performed National Science Foundation sponsored research in formal prototyping languages and development environments for rapid prototyping of real-time systems. Managed student thesis efforts and advised students on projects, approaches, and final papers. Led development and integration of the results of more than 30 student thesis efforts


History

comprising C and C++ programs in a Unix and X Windows environment into an integrated rapid-prototyping environment that has since been commercialized. Wrote, reviewed, edited and presented four formal papers for conferences and journals.Experience Gained, Skills and Tools Used: Classroom delivery; curriculum development; course design and development; professional writing; student advising; thesis advising; teaching, training, and mentoring; project management; oral and written communications, including reporting, writing position papers, writing critical analyses, writing briefing materials, planning, leading, and facilitating meetings, resolving conflicts, and team building; analyzing and documenting software requirements; architecting, designing, developing, testing, implementing, and maintaining technical solutions; rapid prototyping; hard real-time systems; National Science Foundation Research; object-oriented development; graphical user interfaces; multi-processing databases; operating systems; computer architecture; systems software design; FrameMaker; Stanford “TAE+”; Ada; C; C++; Prolog; Lisp; Unix; Solaris; X Window System. 04/87 – 12/88 Project: Master of Science (Computer Science)

ProgramRole: Student; ResearcherEmployer: United States Air Force Client: Air Force Institute of Technology, Dayton, OH

Tasks Performed: Course-work and research focusing on software engineering and management of information systems. Master’s thesis: A Decision Based Methodology for Object-Oriented Development. Developed the concepts and associated methodology, and implemented an extensive prototype development environment in Smalltalk embodying the object-oriented analysis methodology. Published and presented results at a national IEEE conference.Experience Gained, Skills and Tools Used: Writing technical papers; research; Unix; Ada; C; X-Windows; C++; Smalltalk; LaTeX; Ingres; SAS; Decision Support Systems; COCOMO.07/84 – 04/87 Project: PAVE PAWS – Phased-Array Radar Early

Warning SystemRole: Lead Programmer/Analyst, Air Force Space

CommandEmployer: United States Air Force Client: Air Force Space Command, Beale AFB, CA

Tasks Performed: Developed and maintained communication and simulation software for a real-time ballistic missile threat warning and satellite tracking radar system encompassing four regional U. S. sites. Led software modification and installation for first training simulator for space operations personnel. Experience Gained, Skills and Tools Used: JOVIAL scientific programming language; COMPASS assembler language; CDC Cyber supercomputers; staff supervision; management reporting.


History

09/82 – 03/84 Project: Computer Science Course Consulting ServicesRole: ManagerEmployer: United States Air Force Client: Oregon State University, Corvallis, OR

Tasks Performed: Selected, trained, and managed a team of ten computer science student consultants. Provided student consulting and tutoring services covering use of all CS Department computer laboratories and lab projects. Experience Gained, Skills and Tools Used: project management, scheduling, planning, staff recruiting, team-building, teaching, mentoring, systems analysis and design techniques: Entity-Relationship, Warnier-Orr and Yourdon-DeMarco; programming languages: Pascal, C, and CDC COMPASS, Z-80 and 8080 assembly languages.05/80 – 08/81 Project: Intelligence Data Handling Systems

Role: Senior Programmer/AnalystEmployer: United States Air ForceClient: Armed Forces Air Intelligence Training Center,

Lowery AFB, COTasks Performed: Led a team of five programmers providing all computer software support for the center’s instruction of military intelligence systems. Experience Gained, Skills and Tools Used: Staff supervision; Intelligence Data Handling Systems; COBOL, FORTRAN, MACRO-11; IBM 360 mainframe DEC PDP 11/70 mini-computers; top secret/single scope background investigation (TS/SSBI) clearance.03/78 – 04/80 Project: USAF Standard Base Supply System

Role: Programmer/Analyst Employer: United States Air ForceClient: Air Force Data Systems Design Center, Gunter

AFS, ALTasks Performed: Developed and maintained software programs for the USAF’s worldwide standard logistics system. Developed documentation of legacy on-line system processes for migration from 2nd generation UNIVAC mainframe and PAL assembly language to 3rd generation technology and high-order language using Boeing Corp.’s “Top Down Design” methodology.Experience Gained, Skills and Tools Used: Assembly language programming; UNIVAC PAL assembly language; Top Down Design (TDD).