ATTACHMENT D.pdf

LOT 2

Colleague Personnel Categories

Colleague – Page 1

COLLEAGUE TECHNICAL ARCHITECT

Onsite Only

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Contractor’s candidate(s) must:

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

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

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

- have previously participated in creating development standards and processes

- provide three (3) references for previous Colleague implementations; at least one (1) reference must be with Colleague R18

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

- building configured instance

- building and implementing Colleague security policies

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

- working on UNIX, LINUX, and Windows Operating Systems

- developing Colleague Forms

- Colleague Studio

- all Colleague ERP modules particularly as they relate to the Colleague Self Service pages

- WebAdvisor, SA Valet, Colleague Self Service, Colleague Daemon, E-Commerce, and

Payment Gateway

- shell scripting

- Colleague Studio process design and migrating

- developing on the Unidata 8.x and MS SQL Server 2008 R2 platform or higher

- working within an IIS 6 and higher, Apache Tomcat, ServletExec web server environments and performed installation/configuration/tuning

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

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

- SharePoint and Office 365, 2013 versions and higher

- LDAP/Active Directory, Active Directory Federation Services (ADFS), SAML, Ellucian

Ethos, WSO2, NT LAN Manager (NTLM), Kerberos

- Transmission Control Protocol (TCP)/ Internet Protocol (IP), https, Secure File Transfer

Protocol (SFTP), Secure Shell (SSH), Secure Sockets Layer (SSL)

- VMware Version 5 or later

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- Based on Colleague 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 Colleague database to a data warehouse

- Provide technical expertise on migrating of historical data from legacy ERP system to the

Colleague 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 Colleague ERP system are fully supported and properly integrated

- Mentor State’s technical staff throughout projects

Colleague – Page 2

COLLEAGUE PORTAL DEVELOPER

Onsite Only

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

- have a minimum of three (3) years of experience in developing and maintaining

SharePoint 2010 or higher

- building configured instance

- building and implementing Colleague security policies

- SQL, PL/SQL, ASP.NET, HTML, XML

- working on UNIX, Linux, and Windows Operating Systems

- creating web parts and a working knowledge on creating sites

- SharePoint 2013 version and newer; SharePoint Designer, SharePoint Administration, and

InfoPath

- all Colleague modules and Colleague Self Service pages

- shell scripting

- developing on the MS SQL Server 2008 R2 platform or higher

- Ellucian Portal product including but not limited to: Installation and Configuration, Single

Sign-on Development including but not limited to: Threat Management Gateway (TMG), ADFS, CAS, LDAP, and F5 BIG-IP; Channel Development, Event Message Broker Development and Configuration, and Portal 5 Installation and Configuration

- working within a IIS web server environment and performed installation/configuration/tuning

- Java development and JavaScript API web development

- 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 Colleague ERP system are fully supported and properly integrated

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

Colleague – Page 3

COLLEAGUE DEVELOPER

Onsite & Remote

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˗ have participated on at least two (2) previous Colleague implementations ˗ have a minimum of five (5) years of experience in Colleague 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 Colleague implementations; at least one (1)

˗ building configured instance ˗ developing on MS SQL Server 2008 R2 and Unidata 8 platforms or higher ˗ SQL, PL/SQL, Java, HTML, XML ˗ working on UNIX, LINUX, and Windows Operating Systems ˗ developing Colleague Forms ˗ Colleague Studio ˗ Envision Runtime Environment

- Design and develop standard reporting needs

- Assist in developing interfaces from Colleague to several external components

Colleague – Page 4

COLLEAGUE SENIOR DEVELOPER

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Contractor’s candidate must:

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

- have previously participated in creating development standards and processes

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

- working on UNIX, LINUX, and Windows Operating Systems

- Java development and JavaScript API web development

- developing Colleague Forms and developing Colleague Forms using Envision

- all Colleague modules and Colleague Self Service pages

- shell scripting

- UC4 process design and migrating

- Colleague Studio

- MS Visual Studio

- Envision Runtime Administration

- developing on MS SQL Server 2008 R2 and Unidata 8 platforms or higher

- within a Tomcat and IIS web server environments and performed installation/configuration/tuning

- 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 Colleague database to a data warehouse

- Provide technical expertise on migrating historical data from legacy ERP systems to the

Colleague database

- Assist in design and development of data conversion processes

- Assist with integrations with the Colleague ERP and ensure the systems are fully supported and properly integrated

Colleague – Page 5

COLLEAGUE DATABASE ADMINISTRATOR

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˗ have participated on at least two (2) previous Colleague implementations ˗ have a minimum of eight (8) years of experience in MS SQL Server and Unidata databases in a Colleague environment ˗ provide two (2) references for previous Colleague implementations.; at least one (1)

˗ SQL Database Administration (2008 R2) or higher ˗ MS Visual Studio 2010 or higher; including but not limited to Business Intelligence, VB.NET, and C# ˗ Oracle 12C, Apache Tomcat, XE, GIT, and the Ellucian Solution Manager (ESM) ˗ VMware and IIS ˗ SQL, SQL programming language such as T-SQL, including SQL queries, stored procedures and views ˗ SQL Server Management Console ˗ Colleague Application Administration (version 8x) ˗ UNIX, Linux, and Windows Server ˗ LDAP/Active Directory ˗ Colleague SQL Server File Mapping

- 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

Colleague – Page 6

COLLEAGUE ODS TECHNICAL ARCHITECT

Onsite Only

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˗ have participated on at least three (3) previous ODS implementations ˗ have a minimum of six (6) years of experience in Colleague report delivery systems with at least three (3) years in leading development teams ˗ have previously mentored and trained Colleague ODS report development teams ˗ have previously participated in creating reporting standards and processes ˗ provide three (3) references for previous ODS implementations with business intelligence tools; at least one (1) reference must be with Colleague R18

˗ MS Reporting Services and/or Business Objects ˗ SQL, PL/SQL, InfoView, Reporting Services ˗ Colleague data and the ODS metadata ˗ designing and implementing data delivery solutions throughout the data processing cycle from Colleague through Streams to the ODS staging area

˗ Based on knowledge of Colleague and the ODS of Ellucian’s baseline reporting solution, design Business Objects and MS Reporting Services and guide the development of extensions to meet reporting requirements

˗ Write specifications for the development of tables/views, functions, stored procedures, and project and package extensions to meet reporting requirements of functional users

˗ Assist functional users in clarifying reporting requirements ˗ Train and mentor report developers ˗ Train and mentor the State’s technical staff in extending the baseline Colleague ODS ˗ Train and mentor the State’s ODS Administrator in the development of schedules, definition of table “rules”, creation of events, and extension of the ODS metadata repositories to include custom tables/views

˗ Lead design and guide development of custom data loads and integrations into ODS

Colleague – Page 7

COLLEAGUE REPORT DEVELOPER

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˗ have participated on at least three (3) previous ODS implementations ˗ have a minimum of six (6) years of experience in Colleague report delivery systems with at least three (3) years in leading reporting development teams ˗ have previously mentored and trained report development teams ˗ have previously participated in creating reporting standards and processes ˗ provide three (3) references for previous ODS implementations with business intelligence tools.; at least one (1) reference must be with Colleague R18

˗ MS Reporting Services and Business Objects InfoView or comparable business intelligence and reporting software designated by the UGU, ˗ SQL, T-SQL

˗ Colleague data and the ODS metadata ˗ designing and implementing data delivery solutions throughout the data processing cycle from Colleague through Colleague Reporting and Operational Analytics (DROA) to the

ODS

˗ Based on knowledge of Colleague and the ODS, design Business Objects and MS

Reporting Services or a comparable business intelligence and reporting software designated by the UGU, and guide the development to meet reporting requirements

˗ Write specifications for the development of SQL Server, or a comparable relational database management system, tables/views, functions, and stored procedures to meet reporting requirements of functional users

˗ Assist functional users in clarifying reporting requirements ˗ Train and mentor report developers ˗ Train and mentor the State’s technical staff in extending the baseline Colleague ODS ˗ Train and mentor the State’s ODS Administrator in the development of schedules, definition of table “rules”, creation of events, and extension of the ODS metadata repositories to include custom tables/views

˗ Lead design and guide development of custom data loads and integrations into ODS

Colleague – Page 8

COLLEAGUE FUNCTIONAL CONSULTANT / BUSINESS

ANALYST

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

- have experience in documenting business processes, leading requirements gathering / design 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 Colleague module training delivery

- have previously created training materials for Colleague module

- provide two (2) references for previous implementations; at least one (1) reference must be with Colleague R18

- Based on module appropriate Colleague 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 Colleague 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 Colleague with various off the shelf packages and legacy systems

Colleague – Page 9

COLLEAGUE SENIOR FUNCTIONAL CONSULTANT / BUSINESS

ANALYST

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˗ have participated on at least three (3) previous Colleague implementations ˗ have a minimum of nine (9) years of experience in Colleague with at least three (3) years in leading a functional team ˗ have experience in documenting business processes, leading requirements gathering, design 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 ˗ be experienced in building and implementing Colleague security policies ˗ have previously mentored and trained Colleague functional teams ˗ have previously participated in developing use cases and test scenarios ˗ have experience in Colleague module training delivery ˗ have previously created training materials for Colleague module ˗ provide three (3) references for previous implementations; at least one (1) reference must be with Colleague R18

- Based on module appropriate Colleague 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 Colleague 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 Colleague with various off the shelf packages and legacy systems

Colleague – Page 10

COLLEAGUE SENIOR PROJECT MANAGEMENT SERVICES

CONSULTANT

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˗ have led on at least three (3) previous ERP implementations in higher education, preferably with Ellucian Colleague ˗ 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, as needed

- 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

Colleague – Page 11

COLLEAGUE SENIOR ORGANIZATIONAL CHANGE

MANAGEMENT SERVICES CONSULTANT

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

- 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.

Colleague – Page 12

COLLEAGUE MAINFRAME TECHNICAL CONSULTANT

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˗ 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 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 / Colleague 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 historical data from legacy mainframe system to the Colleague database.

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

- Design and develop custom interfaces

- Design and develop reports