ATTACHMENT C.pdf

LOT 1

Banner Personnel Categories

Banner – Page 1

BANNER TECHNICAL ARCHITECT

Onsite Only

M

IN

IM

U

M E

X

PE

R

IE

N C

E

Q

U A

L

IF

IC

A

T

IO

N S

Contractor’s candidate(s) must:

- have participated on at least three (3) previous Banner implementations

- have a minimum of twelve (12) years of experience in Banner with at least three (3) years in leading a technical team

- have previously mentored and trained Banner technical teams and developed data standards

- have previously participated in creating development standards and processes

- provide three (3) references for previous implementations; at least one (1) reference must be with Banner version 8x

Contractor’s candidate(s) must have technical knowledge of and experience in:

- building configured instance

- building and implementing Banner security policies

- Structured Query Language (SQL), Procedural Language/Structured Query Language

(PL/SQL), Java, HyperText Markup Language (HTML), eXtensible Markup Language

(XML)

- working on UNIX, Linux, and Windows OS

- developing Banner Forms

- all Banner Student modules and Web Tailor as it relates to Banner Self Service pages

- shell scripting

- UC4 process design and migrating

- developing on the Oracle 11g platform or higher

- working within an Apache Tomcat web server environment and performing installation, configuration, and tuning

- Java development including (Beans, JavaServer Pages (JSP), Servlets, Webservices, Security) and JavaScript Application Program Interface (API) web development (jQUERY, User Interface Library(YUI)) using XML, JavaScript Object Notation (JSON), or ATOM

T A

SK

- Based on Banner knowledge, identify baseline or custom solutions quickly to help escalate and facilitate discussions for best practice and where needed custom solutions

- Design and develop technical solutions according to the State’s development standards

- Design and develop custom interfaces

- Design and develop reports

- Assist in developing processes to migrate data from Banner database to a data warehouse

- Provide technical expertise on migrating thirty (30) plus years of historical data from legacy Information Management System (IMS) mainframe system to the Banner database

- Assist in design and development of data conversion processes

- Serve as a technical liaison to the integration teams to ensure applications or systems required to interface with the Banner ERP system are fully supported and properly integrated

- Mentor State’s technical staff throughout projects

Banner – Page 2

BANNER PORTAL DEVELOPER

Onsite Only

M

IN

IM

U

M E

X

PE

R

IE

N C

A

L

IF

IC

A

T

IO

- have a minimum of nine (9) years of experience in Banner with at least three (3) years in leading a technical team

- provide three (3) references for previous implementations; at least one (1) reference must be with Banner version 8x

Contractor’s candidate(s) must have technical knowledge of and experience in:

- building configured instance

- building and implementing Banner security policies

- SQL, PL/SQL, Java, HTML, XML

- working on UNIX, LINUX, and Windows Operating Systems

- all Banner Student modules and Web Tailor as it relates to Banner Self Service pages

- shell scripting

- developing on the Oracle 11g platform or higher

- the Ellucian Portal product including but not limited to: Installation and Configuration, Single Sign-on development including Campus Pipeline Integration Protocol (CPIP), Generic Connector Framework (GCF), Central Authentication Service (CAS), Lightweight Directory Access Protocol (LDAP), Channel development including Java Specification Requests (JSR) 168/286 portlets and Banner integrated channel development, Event Message broker development and configuration, and Portal 5 (Liferay portal) installation and configuration

- working within an Apache Tomcat web server environment and performing installation, configuration, and tuning

- Java development including (Beans, JSP, Servlets, Webservices, Security) and JavaScript API web development (JQUERY, YUI) using XML, JSON, or ATOM

- Design and develop technical solutions according to the State’s development standards

- Design and develop custom interfaces

- Serve as a technical liaison to the integration teams to ensure applications or systems required to interface with the Banner ERP system are fully supported and properly integrated

- Assist in the installation of Portal, provide best practices for channel and portlet development

Banner – Page 3

BANNER DEVELOPER

Onsite & Remote

M

IN

IM

U

M E

X

PE

R

IE

N C

A

L

IF

IC

A

T

IO

- have participated on at least two (2) previous Banner implementations

- have a minimum of five (5) years of experience in Banner with at least three (3) years in leading a technical team

- have previously participated in creating development standards and processes

- provide two (2) references for previous implementations; at least one (1) reference must be with Banner version 8x

Contractor’s candidate(s) must have technical knowledge of and experience in:

- building configured instance

- developing on the Oracle 11g platform or higher

- SQL, PL/SQL, Java, HTML, XML

- working on UNIX, LINUX, and Windows Operating Systems

- developing Banner Forms

- Design and develop standard reporting needs

- Assist in developing interfaces from Banner to several external components

Banner – Page 4

BANNER SENIOR DEVELOPER

M

IN

IM

U

M E

X

PE

R

IE

N C

A

L

IF

IC

A

T

IO

- have a minimum of nine (9) years of experience in Banner with at least three (3) years in leading a technical team

- have previously participated in creating development standards and processes

- provide three (3) references for previous implementations; at least one (1) reference must be with Banner version 8x;

Contractor’s candidate(s) must have technical knowledge of and experience in:

- SQL, PL/SQL, Java, HTML, XML

- working on UNIX, LINUX, and Windows Operating Systems

- developing Banner Forms

- all Banner Student modules and Web Tailor as it relates to Banner Self Service pages

- shell scripting

- UC4 process design and migrating

- developing on the Oracle 11g platform or higher

- working within an Apache Tomcat web server environment and performed installation, configuration, and tuning

- Java development including (Beans, JSP, Servlets, Webservices, Security) and JavaScript

API web development (JQUERY, YUI) using XML, JSON, or ATOM

- Design and develop technical solutions according to the State’s development standards

- Design and develop custom interfaces

- Design and develop reports

- Assist in developing processes to migrate data from Banner database to a data warehouse

- Provide technical expertise on migrating thirty (30) plus years of historical data from legacy

IMS mainframe system to the Banner database

- Assist in design and development of data conversion processes

- Assist with integrations with the Banner ERP and insure the systems are fully supported and properly integrated

Banner – Page 5

BANNER DATABASE ADMINISTRATOR

M

IN

IM

U

M E

X

PE

R

IE

N C

A

L

IF

IC

A

T

IO

- have participated on at least two (2) previous Banner implementations

- have a minimum of eight (8) years of experience in with Oracle databases in a Banner environment

- provide two (2) references for previous implementations; at least one (1) reference must be with Banner version 8x

Contractor’s candidate(s) must have technical knowledge of and experience in:

- Oracle Database Administration (11g) or higher

- Oracle Integrated Development Environment (IDE)

- NetCOBOL

- Pro*C & Pro*C template

- Oracle 12C

- Ellucian Solution Manager (ESM)

- basic web services and Service Oriented Architecture (SOA) concepts

- Oracle Internet Application Server Administration

- Apache Web Server Administration

- WebLogic Application Server Administration

- Oracle Enterprise Manager

- Banner Application Administration (version 8x)

- VMware

- UNIX, Linux, and Windows Server Operating Systems

- LDAP/Active Directory

- Provide Production Support

- Provide service asset and configuration management of database, application server, and web server

- Provide:

˙ Information Security Management ˙ Availability Management ˙ Capacity Management ˙ Service Continuity Management ˙ Release & Deployment Management

Banner – Page 6

BANNER ODS/EDW TECHNICAL ARCHITECT

Onsite Only

M

IN

IM

U

M E

X

PE

R

IE

N C

A

L

IF

IC

A

T

IO

- have participated on at least three (3) previous Operational Data Store / Enterprise Data

Warehouse (ODS/EDW) implementations

- have a minimum of six (6) years of experience in Banner report delivery systems with at least three (3) years in leading reporting development teams

- have previously mentored and trained Banner ODS report development teams

- have previously participated in creating reporting standards and processes

- provide three (3) references for previous ODS/EDW implementations with business intelligence tools; at least one (1) reference must be with Banner version 8x

Contractor’s candidate(s) must have technical knowledge of and experience in:

- ODW/EDW version 8.3

- Cognos version 8.4.2 or later or other comparable business intelligence software suites designated by the UGU

- SQL, PL/SQL,

- Cognos Report Studio, Cognos Analysis Studio and have familiarity with Cognos

Framework Manager or a comparable business intelligence software suite designated by the UGU

- Banner Student data and the ODS/EDW metadata

- designing and implementing data delivery solutions throughout the data processing cycle from Banner through Streams to the ODS staging area, through Oracle Warehouse Builder to the ODS reporting area and the EDW star schemas, and to Cognos, or a similar business intelligence software designated by the UGU, packages and cubes

- Based on knowledge of Banner and the ODS/EDW, design Oracle and Cognos, or a comparable business intelligence software designated by the UGU, extensions of Ellucian’s baseline reporting solution and guide the development of those extensions to meet reporting requirements

- Write specifications for the development of Oracle tables, views, functions, stored procedures, Cognos Framework Manager project, or a comparable business intelligence software designated by the UGU, and package extensions to meet reporting requirements of functional users

- Assist functional users in clarifying reporting requirements

- Assist functional users in defining “events” for EDW time dimension

- Train and mentor Cognos Report Studio, or a comparable business intelligence software designated by the UGU, report developers

- Train and mentor the State’s technical staff in extending the baseline Banner ODS and

EDW

- Train and mentor the State’s ODS Administrator in the development of schedules, definition of table “rules”, creation of events for EDW, and extension of the ODS/EDW Metadata repositories to include custom tables and/or views

- Lead design and guide development of custom data loads and integrations into ODS/EDW

- Provide technical expertise on integrating historical data from Student Information System

(SIS) legacy data warehouse into the Banner ODS database

Banner – Page 7

BANNER REPORT DEVELOPER

M

IN

IM

U M

E X

PE

R

IE

N

C

A L

IF

IC

A T

IO

- have participated on at least three (3) previous ODS/EDW implementations

- have a minimum of six (6) years of experience in Banner report delivery systems with at least three (3) years in leading report development teams

- have previously mentored and trained Banner ODS report development teams

- have previously participated in creating reporting standards and processes

- provide three (3) references for previous ODS/EDW implementations with business intelligence tools; at least one (1) reference must be with Banner version 8x

Contractor’s candidate(s) must have technical knowledge of and experience in:

- ODW/EDW version 8.3

- Cognos version 8.4.2 or later or other comparable business intelligence software suite designated by the UGU

- SQL, PL/SQL,

- one or more enterprise reporting applications such as Cognos, Argos, Oracle Reports, SQL

Server Reporting Services, etc.

- Cognos Report Studio, Cognos Analysis Studio and have familiarity with Cognos

Framework Manager or a comparable business intelligence software suite designated by the UGU

- Banner Student data and the ODS/EDW metadata

- designing and implementing data delivery solutions throughout the data processing cycle from Banner through Oracle Streams to the ODS staging area, through Oracle Warehouse Builder to the ODS reporting area and the EDW star schemas, and to Cognos, or a similar business intelligence software designated by the UGU, packages and cubes

- Based on knowledge of Banner and the ODS/EDW, design Oracle and Cognos, or other comparable business intelligence tool, extensions of Ellucian’s baseline reporting solution and guide the development of those extensions to meet reporting requirements.

- Write specifications for the development of Oracle tables/views, functions, stored procedures, Cognos Framework Manager, or a comparable business intelligence software designated by the UGU, project and package extensions to meet reporting requirements of functional users.

- Assist functional users in clarifying reporting requirements

- Assist functional users in defining “events” for EDW time dimension

- Train and mentor Cognos Report Studio, or comparable business intelligence tool, report developers

- Train and mentor technical staff in extending the baseline Banner ODS and EDW

- Lead design and guide development of custom data loads and integrations into ODS/EDW

- Provide technical expertise on integrating historical data from SIS legacy data warehouse into the Banner ODS database

Banner – Page 8

BANNER FUNCTIONAL CONSULTANT / BUSINESS ANALYST

M

IN

IM

U

M E

X

PE

R

IE

N C

A

L

IF

IC

A

T

IO

- have a minimum of five (5) years of experience in Banner

- have experience in documenting business processes, leading requirements gathering, designing sessions, and building configured instance

- have ability to create detailed process flows using Visio or similar tools

- have ability to interact with a diverse campus population

- have excellent listening skills and excellent oral and written communication skills

- have ability to work directly with customers and vendors to understand and resolve functional or technical issues or concerns

- have previously participated in developing use cases and test scenarios

- have experience in Banner module training delivery

- have previously created training materials for Banner module

- provide two (2) references for previous implementations; at least one (1) reference must be with Banner version 8x

- Based on module appropriate Banner knowledge, identify baseline or custom solutions quickly to help escalate and facilitate discussions for best practice and where needed custom solutions

- Document business processes and requirements

- Create use cases and test scenarios

- Configure Banner module based upon documented business processes

- Write functional specifications

- Provide customer relationship management

- Provide Tier Two (2) Production Support, including:

˙ Access Management ˙ Event Management ˙ Request Fulfillment ˙ Incident Management ˙ Problem Management

- Perform Application Change Management, including:

˙ Functional Requirements Management ˙ Documentation & Training ˙ System & User Acceptance Testing

- Assist functional users in clarifying reporting requirements

- Provide technical expertise on integrating Banner with various off the shelf packages and legacy systems

Banner – Page 9

BANNER SENIOR FUNCTIONAL CONSULTANT / BUSINESS

ANALYST

Onsite & Remote

M

IN

IM

U

M E

X

PE

R

IE

N C

A

L

IF

IC

A

T

IO

- have a minimum of nine (9) years of experience in Banner with at least three (3) years in leading a functional team

- have experience in documenting business processes, leading requirements gathering and designing sessions, and building configured instance

- have ability to create detailed process flows using Visio or similar tools

- have ability to interact with a diverse campus population

- have excellent listening skills and excellent oral and written communication skills

- have ability to work directly with customers and vendors to understand and resolve functional or technical issues or concerns

- have experience in building and implementing Banner security policies

- have previously mentored and trained Banner functional teams

- have previously participated in developing use cases and test scenarios

- have experience in Banner module training delivery

- have previously created training materials for Banner module

- provide three (3) references for previous implementations; at least one (1) reference must be with Banner version 8x

- Based on module appropriate Banner knowledge, identify baseline or custom solutions quickly to help escalate and facilitate discussions for best practice and where needed custom solutions

- Document business processes and requirements

- Create use cases and test scenarios

- Configure Banner module based upon documented business processes

- Write functional specifications

- Provide customer relationship management

- Provide Tier Two (2) Production Support, including:

˙ Access Management ˙ Event Management ˙ Request Fulfillment ˙ Incident Management ˙ Problem Management

- Perform Application Change Management, including:

˙ Functional Requirements Management ˙ Documentation & Training ˙ System & User Acceptance Testing

- Assist functional users in clarifying reporting requirements

- Provide technical expertise on integrating Banner with various off the shelf packages and legacy systems

Banner – Page 10

BANNER SENIOR PROJECT MANAGEMENT SERVICES

CONSULTANT

Onsite Only

M

IN

IM

U

M E

X

PE

R

IE

N C

A

L

IF

IC

A

T

IO

- have led on at least three (3) previous ERP implementations in higher education, preferably with Ellucian Banner

- have a minimum of ten (10) years of project management experience

- be a certified project manager (PMI)

- have demonstrated experience creating a detailed dependency-driven schedules of the hundreds of tasks required to implement the selected ERP software

- have demonstrated experience creating and/or working with methodologies of providing an early warning system to alert project teams when critical path project tasks may be in jeopardy

- have demonstrated experience facilitating and supporting formal review sessions with executive stakeholders when determined to be necessary by the project leadership team

- have the ability to provide leadership and organizational change coaching sessions with project team leaders and others when needed

- Create a detailed dependency-driven schedule of the hundreds of tasks required to implement the selected ERP software, updated on a daily or weekly basis depending on the needs of the project

- Create a system creating and distributing weekly updates from all project teams, and weekly status reports of progress against schedule

- Create and/or work with methodologies of providing an early warning system to alert project teams when critical path project tasks may be in jeopardy

- Provide support for regularly scheduled meetings of the implementation team, advisory team, and various project sub-teams up to and including scheduling, agenda setting, documentation of meeting minutes and action items, and inclusion of action items in the project implementation plan

- Create and submit monthly narrative report of project progress, concerns, and recommended courses of action;

- Create monthly executive dashboard reports showing progress against schedule and progress against budget

- Facilitate and support formal review sessions with executive stakeholders when determined to be necessary by the project leadership team

- Provide leadership and organizational change coaching sessions with project team leaders and others when needed

- Provide training of project team meeting skills, decision-making skills, problems solving skills, and consensus building skills,

- Provide guidance and assistance in regards to the development of the State’s project communication plan, and support and tracking of the communication plan once executed

- Facilitate problem solving sessions, teambuilding sessions, and other organizational development interventions as needed, to improve the effectiveness of the project implementation

Banner – Page 11

BANNER SENIOR ORGANIZATIONAL CHANGE

MANAGEMENT SERVICES CONSULTANT

Onsite Only M

IN

IM

U M

E X

PE

R

IE

N

C E

Q

U A

L

IF

IC

A

T

IO

- have lead on at least three (3) previous ERP implementations in higher education, preferably with Ellucian Banner

- have a minimum of ten (10) years of experience with change management, communications, business process redesign, organizational development, project management, and process improvement

- demonstrate a deep industry sector experience in higher education and in structuring and leading large, complex transformational change programs

Contractor’s candidate(s) must demonstrate the following skills:

- understanding of training and organizational design

- ability to effectively interact with and influence senior leaders to facilitate decisions and actions

- experience conducting a variety of assessments (e.g. change readiness, stakeholder, risk, learning needs)

- experience in the design, development and execution of change and communication strategies

- managed the implementation of change management projects including stakeholder engagement, leadership alignment, organizational development, and culture and communication issues

- excellent verbal and written skills

- Ensure Change Readiness:

˙ Assess change readiness among stakeholder groups and identify potential barriers/risks to implementation.

˙ Analyze the impact of the change on all areas of the organization and develop viable, actionable strategies to overcome resistance and effect change.

˙ Understand and plan for the impact of culture and leadership, change drivers and success measures.

- Change Vision and Strategy ˙ Develop vision for change that defines expected outcomes and benefits, tailored to the

State’s needs.

˙ Design strategy for successful implementation of the vision, including actions to transform the culture, transition the organization and embed sustainable solutions.

- Ensure Leadership Alignment and Stakeholder Management

˙ Work closely with leadership to align goals and actively sponsor the change.

˙ Develop and execute plans to engage stakeholder groups and manage the process of change.

˙ Design and deliver communications to build awareness, understanding, buy-in and support for the business change.

Banner – Page 12

BANNER MAINFRAME TECHNICAL CONSULTANT

M

IN

IM

U

M E

X

PE

R

IE

N C

A

L

IF

IC

A

T

IO

- have participated on at least three (3) previous IBM mainframe projects

- have a minimum of nine (9) years of experience in IBM mainframe programming and systems maintenance

- be skilled with the following: IMS (batch/online), Common Business-Oriented Language

(COBOL), Job Control Language (JCL), TSO/Panvalet environment, DB2, Virtual Storage Access Method (VSAM) and Multiple Virtual Storage (MVS) flat file processing, and related operating systems

- be detailed oriented and have good analytical skills

- have the ability to communicate effectively in writing and speech

- provide three (3) references of relevant experience

- have experience in higher education institutions, but Ellucian / Banner specific experience is not required for this personnel category

- Plan, test, develop and install complex batch and inter-active computer systems in IBM

Mainframe environment supporting services to students, faculty, staff and the UGU’s community.

- Support the mainframe administrative and student information systems

- Provide technical expertise on migrating thirty (30) plus years of historical data from legacy

IMS mainframe system to the Banner database.

- Design and develop technical solutions according to State’s development standards

- Design and develop custom interfaces

- Design and develop reports