NOTE: Do Not Submit Résumés. All Supporting Information Must Be Included on This Attachment
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RFP C000468- Enterprise Multi-Channel Payment Solution Attachment 23 – Key Personnel Forms Page 1 of 10
Name consultants for the positions listed below. Using the charts provided, describe in detail how the consultant meets or exceeds the Desired Specifications (on what projects/systems/software/etc.). Please provide clear and accurate descriptions of the consultant’s experience for each Desired Specification. Type to expand response areas on the form. Insert additional sections as needed to meet or exceed the desired specifications. Responses to this Attachment will be scored. NOTE: Do not submit résumés. All supporting information must be included on this attachment. Bidder Name:
Engagement Manager Submit One Consultant that Meets All Specifications
Proposed Consultant:
Desired Specification A: 84 Months Hands-on Project Manager of large scale (20+ active team member) projects using the Project Management Institute PMBOK methodology.
Dates (month/year) of Proposed Consultant Experience:
Client Name(s):
Project(s) Name and Description (to include scope):
Description of Consultant’s roles and responsibilities related to desired specification A: Desired Specification B: 60 months Hands-on Project Management of the implementation of a point-of- sale and/or payment processing solution using the Project Management Institute PMBOK methodology or other internationally recognized formal project management approach.
Dates (month/year) of Experience:
Client Name(s):
Project(s) Name and Description (to include scope):
Description of Consultant’s roles and responsibilities related to desired specification B:
RETURN THIS PAGE AS PART OF RFP RESPONSE 1 Desired Specification C: 36 months Hands-on Engagement Management of the implementation of a point-of-sale and/or payment processing solution. Demonstrated experience must include serving as a program manager responsible for overseeing the efforts of a team of project managers. Substantial experience with executive leadership communication and demonstrated experience serving as a partner with the performing (client) organization helping to select, plan, scope, and sequence the optimal activities to complete transformational business process reengineering.
Dates (month/year) of Experience:
Client Name(s):
Project(s) Name and Description (to include scope):
Description of Consultant’s roles and responsibilities related to desired specification C: Desired Specification D: 60 Months Certified Project Management Professional (PMP) or Certified Program Management Professional (PgMP) by the Project Management Institute (PMI).
Dates (month/year) of Certification Term (PgMP): Dates (month/year) of Certification Term (PMP): Desired Specification E: 24 months Microsoft Office 2010 experience including MS-Word, MS-Excel, MS- PowerPoint, MS-Visio and MS-Project. Dates (month/year) of Experience:
Client Name(s):
Project(s) Name and Description (to include scope):
Desired Specification F: Bachelor’s Degree from an institution accredited by one of six regional agencies that accredit U.S. colleges and universities as recognized by both the U.S. Department of Education and the Council for Higher Education Accreditation.
U.S. College or University:
Degree Conferred:
CERTIFICATION: I hereby certify that: (i) all statements made on this form are true and complete, to the best of my knowledge, including the verification of any experience; (ii) to the best of my knowledge, the consultant will be available for the duration of the engagement.
Authorized Signature: ______
Typed or Printed Name: Date: Click here to enter a date. RFP C000468- Enterprise Multi-Channel Payment Solution Attachment 23 – Key Personnel Forms Page 3 of 10
Project Manager Submit Three Consultants that Meet All Specifications Assuming Three Concurrent Implementations
Proposed Consultant:
Desired Specification A: 84 Months Hands-on Project Manager of large scale (20+ active team member) projects using the Project Management Institute PMBOK methodology.
Dates (month/year) of Proposed Consultant Experience:
Client Name(s):
Project(s) Name and Description (to include scope):
Description of Consultant’s roles and responsibilities related to desired specification A: Desired Specification B: 60 months Hands-on Project Manager of the implementation of a point- of-sale and/or payment processing solution using the Project Management Institute PMBOK methodology or other internationally recognized formal project management approach.
Dates (month/year) of Experience:
Client Name(s):
Project(s) Name and Description (to include scope):
Description of Consultant’s professional experience with desired specification B: Desired Specification C: 48 months Hands-on Project Manager of the implementation of a point- of-sale and/or payment processing solution that required a detailed assessment of the historical “as is” operational environment and the development of an assessment, gap analysis and roadmap for implementing new process, procedures, policies and forms in the client organization using the Project Management Institute PMBOK methodology or other internationally recognized formal project management approach.
Dates (month/year) of Experience:
Client Name(s):
RETURN THIS PAGE AS PART OF RFP RESPONSE 3 Project(s) Name and Description (to include scope):
Description of Consultant’s roles and responsibilities in relation to desired specification C: Desired Specification D: 60 Months Certified Project Management Professional (PMP) or Certified Program Management Professional (PgMP) by the Project Management Institute (PMI).
Dates (month/year) of Certification Term (PgMP): Dates (month/year) of Certification Term (PMP): Desired Specification E: 24 months Microsoft Office 2010 experience including MS-Word, MS- Excel, MS-PowerPoint, MS-Visio and MS-Project.
Dates (month/year) of Experience:
Client Name(s):
Project(s) Name and Description (to include scope):
Desired Specification F: Bachelor’s Degree from an institution accredited by one of six regional agencies that accredit U.S. colleges and universities as recognized by both the U.S. Department of Education and the Council for Higher Education Accreditation.
U.S. College or University:
Degree Conferred:
CERTIFICATION: I hereby certify that: (i) all statements made on this form are true and complete, to the best of my knowledge, including the verification of any experience; (ii) to the best of my knowledge, the consultant will be available for the duration of the engagement.
Authorized Signature: ______
Typed or Printed Name: Date: Click here to enter a date. RFP C000468- Enterprise Multi-Channel Payment Solution Attachment 23 – Key Personnel Forms Page 5 of 10
Business Analyst Submit Three Consultants that Meet All Specifications Assuming Three Concurrent Implementations
Proposed Consultant:
Desired Specification A: 60 months Hands-on Business Analysis experience related to the implementation of a point-of-sale and/or payment processing solution.
Dates (month/year) of Proposed Consultant Experience:
Client Name(s):
Project(s) Name and Description (to include scope):
Description of Consultant’s roles and responsibilities related to desired specification A: Desired Specification B: 60 months Hands-on Business Analysis experience drafting, modifying and shepherding forms, procedures, policies and graphical depictions of workflow with supporting narrative detail through to final, leadership approved publication.
Dates (month/year) of Experience:
Client Name(s):
Project(s) Name and Description (to include scope):
Description of Consultant’s professional experience with desired specification B: Desired Specification C: 48 months Hands-on Business Analysis experience identifying and documenting the data requirements to support both functional and informational requirements of a proposed system including data mapping of existing systems, modeling proposed systems, and preparing gap analysis materials.
Dates (month/year) of Experience:
Client Name(s):
Project(s) Name and Description (to include scope):
RETURN THIS PAGE AS PART OF RFP RESPONSE 5 Description of Consultant’s roles and responsibilities in relation to desired specification C: Desired Specification D: 36 Months Hands-on experience working with technical writers to produce publication ready documents for technical and non-technical audiences including but not limited to organizational strategic plans, Target Environment Reports, end-user training manuals, posters, brochures, and service catalogs.
Dates (month/year) of Experience:
Client Name(s):
Project(s) Name and Description (to include scope):
Description of Consultant’s roles and responsibilities in relation to desired specification D: Desired Specification E: 24 months experience developing the materials to support conducting group activities such as focus groups, training programs, advance team (Champion) meetings, user groups etc.
Dates (month/year) of Experience:
Client Name(s):
Project(s) Name and Description (to include scope):
Description of Consultant’s roles and responsibilities in relation to desired specification E: Desired Specification F: 24 months experience facilitating group activities such as focus groups, training programs, advance team (Champion) meetings, user groups etc.
Dates (month/year) of Experience:
Client Name(s):
Project(s) Name and Description (to include scope):
Description of Consultant’s roles and responsibilities in relation to specification F: Desired Specification G: 12 months Certification of Competency in Business Analysis (CCBA) or Certified Business Analysis Professional (CBAP) from the International Institute of Business Analysis.
Dates (month/year) of Certification Term (CCBA): Dates (month/year) of Certification Term (CBAP): Desired Specification H: 24 months Microsoft Office 2010 experience including MS-Word, MS-Excel, MS- PowerPoint, MS-Visio and MS-Project. RFP C000468- Enterprise Multi-Channel Payment Solution Attachment 23 – Key Personnel Forms Page 7 of 10
Dates (month/year) of Experience:
Client Name(s):
Project(s) Name and Description (to include scope):
Desired Specification I: 24 months experience preparing detailed English language end user requirement documents and technical documentation for technical and non-technical consumers.
Dates (month/year) of Experience:
Client Name(s):
Project(s) Name and Description (to include scope):
Description of Consultant’s roles and responsibilities in relation to desired specification I: Desired Specification J: Bachelor’s Degree from an institution accredited by one of six regional agencies that accredit U.S. colleges and universities as recognized by both the U.S. Department of Education and the Council for Higher Education Accreditation.
U.S. College or University:
Degree Conferred:
CERTIFICATION: I hereby certify that: (i) all statements made on this form are true and complete, to the best of my knowledge, including the verification of any experience; (ii) to the best of my knowledge, the consultant will be available for the duration of the engagement.
Authorized Signature: ______
Typed or Printed Name: Date: Click here to enter a date.
RETURN THIS PAGE AS PART OF RFP RESPONSE 7 Technical Architect Submit Three Consultants that Meet All Specifications Assuming Three Concurrent Implementations
Proposed Consultant:
Desired Specification A: At least 60 months of hands-on experience designing and developing debit/credit card, and eCheck/ACH payment systems that accept over $500 M in total annual revenue.
Dates (month/year) of Proposed Consultant Experience:
Client Name(s):
Project(s) Name and Description (to include scope):
Description of Consultant’s roles and responsibilities related to desired specification A: Desired Specification B: At least 60 months of hands-on experience in complying with PCI-DSS, PCI Compliance, and other credit card industry standards.
Dates (month/year) of Experience:
Client Name(s):
Project(s) Name and Description (to include scope):
Description of Consultant’s professional experience with desired specification B: Desired Specification C: At least 60 months of hands-on experience integrating new with existing debit/credit card payments systems that accept over $500 M in total annual revenue.
Dates (month/year) of Experience:
Client Name(s):
Project(s) Name and Description (to include scope):
Description of Consultant’s roles and responsibilities in relation to desired specification C: Desired Specification D: At least 60 months of hands-on experience integrating new debit/credit card, and eCheck/ACH payment systems with existing/legacy point of sale systems.
Dates (month/year) of Experience:
Client Name(s):
Project(s) Name and Description (to include scope): RFP C000468- Enterprise Multi-Channel Payment Solution Attachment 23 – Key Personnel Forms Page 9 of 10
Description of Consultant’s roles and responsibilities in relation to desired specification : Desired Specification E: At least 60 months of hands-on experience in using and integrating debit/credit card, and eCheck/ACH payment systems with Payment Gateways.
Dates (month/year) of Experience:
Client Name(s):
Project(s) Name and Description (to include scope):
Description of Consultant’s roles and responsibilities in relation to desired specification E: Desired Specification F: At least 60 months of hands-on experience in developing reconciliation mechanisms which integrate with the merchant provider and business transaction systems.
Dates (month/year) of Experience:
Client Name(s):
Project(s) Name and Description (to include scope):
Description of Consultant’s roles and responsibilities in relation to desired specification F: Desired Specification G: 24 months Microsoft Office 2010 experience including MS-Word, MS-Excel, MS- PowerPoint, and MS-Visio.
Dates (month/year) of Experience:
Client Name(s):
Project(s) Name and Description (to include scope):
Desired Specification H: Bachelor’s Degree from an institution accredited by one of six regional agencies that accredit U.S. colleges and universities as recognized by both the U.S. Department of Education and the Council for Higher Education Accreditation.
U.S. College or University:
Degree Conferred:
RETURN THIS PAGE AS PART OF RFP RESPONSE 9