Peak Performance

ORACLE/PEOPLESOFTENTERPRISESYSTEMSCONSULTINGANDRELATED

SERVICES

FOR:

MARICOPACOUNTYCOMMUNITYCOLLEGEDISTRICT

PRESENTED TO:

Keith Killourie Buyer III

PRESENTED BY:

Rob Cardelli President

February 22, 2010

2905 Jordan Court Suite B-219 | Alpharetta, Georgia 30004 | Phone 678-570-3598 | Fax 888-315-1310

w w w . p e a k p e r f o r m a n c e t e c h . c o m



Dear Mr. Killourie, On behalf of the consulting professionals at Peak Performance Technologies we are pleased to present the following response to your Request for Proposal for Oracle/PeopleSoft Enterprise Systems Consulting and Related Services as part of your ongoing PeopleSoft and Oracle engagements. We are confident that our team is capable of providing the required services and associated resources outlined in your RFP and our leadership teams track record of working closely with large and small colleges around the United States will help ensure you only work with senior level consultants capable of seamlessly integrating with your schools operating culture and the functional and technical teams unique personalities. We appreciate the opportunity to respond to your RFP and we hope to have the opportunity to work with you in the future. As a point of reference, we are currently working with the following colleges and public sector customers where we have been providing similar services to those outlined in your RFP: New York University, Emory University, University System of Georgia, Medical College of Georgia, University of Akron, City Universities of New York, University System of Texas, Gwinnett County Public Schools, North Dakota University System, City of Washington D.C, Homeland Security Department, IRS, Department of Treasury and several other large version education and government customers around the nation. We are confident we have the resources, deployment model and commitment from our leadership team to help you get your projects done on time and under budget. Some of the key differentiators that set our team apart from our competitors include: We are one of the only firms in the PeopleSoft Higher Education consulting market that can/will provide as

needed subject matter expertise to help education and government customers manage their budget constraints.

Peak Performance Technologies is a certified woman owned small business focused solely in the public sector with 75% of our revenues being derived from our Higher Education consulting practice.

Expertise at Capital Budgeting, Program Management, Implementations/Upgrades and Strategic Staffing. Our Management Team and consultants are some of the most senior ERP and I/T Staffing experts in the

industry. Our management team has an average of 13 years of PeopleSoft, Oracle and Banner experience and our President along with our Vice President of Sales have both worked for global I/T staffing firms.

John Graham, the recently retired Executive Director of the Board of Regents of Georgia, will be an additional advisor for most of your future projects. While at the Board of Regents of Georgia; John was responsible for managing the day to day Infrastructure and ERP environments for over 30 public colleges across Georgia.

We are experts at working in shared service environments. We have a track record of 100% customer service! If Peak Performance Technologies is chosen to assist you with this engagement, I will be your Client Partner. I have personally led over 20 PeopleSoft implementations of HCM, Financials and Campus Solutions and I have spent the majority of my fourteen years of consulting focused heavily in the Higher Education space. I have also helped build out global I/T staffing firms consulting services and will personally help oversee all recruiting operations associated with your account. If there is any additional information you require, please do not hesitate to call. We look forward to working with you to make this project a success. Sincerely, Rob Cardelli President Phone: 678-570-3598



[email protected]

TABLE OF CONTENTS EXECUTIVE SUMMARY .......................................................................................................2 PEAK PERFORMANCE TECHNOLOGIES OVERVIEW..........................................................4 KEY TEAM MEMBERS.........................................................................................................6 SECTION 4: PROPOSAL REQUIREMENTS ...........................................................................9 SECTION 7: RESPONDENT QUESTIONAIRRE ...................................................................29 SECTION 7.2: PAST EXPERIENCE ......................................................................................35 SECTION 8: PRICING SCHEDULE ......................................................................................43 APPENDIX ATTACHMENTB (BIDDERS STATEMENT) ATTACHMENT B (ADDITIONAL INFORMATION) ATTACHMENT C (NON DISCLOSURE) SIGNATURE PAGE RESUMES ............................................................................................................................44

PROJECT MANAGEMENT PEOPLESOFT HUMAN CAPITAL MANAGEMENT PEOPLESOFT CAMPUS SOLUTIONS PEOPLESOFT TECHNICAL ORACLE E-BUSINESS

Peak Performance Technologies Overview Peak Performance Technologies was founded by several of the most senior PeopleSoft consultants in the industry. Many of our executives were on the design teams for the orignial PeopleSoft Student Administration, EPM and HCM products in the mid 1990s. We also employ executive advisors who have been in leadership roles within large university systems or government agencies and understand how to approach complex problems from a client point of view and a consultant point of view. The leadership team has worked together in the past sharing a common business philosophy based on honesty, integrity, value added services and client satisfaction. We have assembled a team of experts to help us manage the firm and we believe that your success defines Peak Performance Technologies. It directs our leadership, influences our values, and guides the growth of our team. Our Capabilities and Key Differentiators Disciplines Our current focus is solely on providing ERP Consulting and I/T Staffing exclusive for higher

education and public sector customers. People We provide Advisory and Program Management, Project Management, Change Management

and all levels of functional and technical experts. Our team is comprised of industry thought leaders and our consultants are routinely called upon to speak at leadership seminars.

Processes We have a powerful framework of evolutionary methodologies that includes a heavy focus on Change Management when we are called on to assist with implementation related projects.

Accessibility We are headquartered in Georgia with additional locations in NY, Virginia, Nevada & California

PPT Resources



PPT Offices

History Peak Performance Technologies is a certified woman owned small business created to fill a distinct void in the ERP consulting industry. The ownership team recognized that the consulting market has dramatically changed from the days of large teams being deployed to execute complex implementations during a time when the functional and technical resources with the appropriate skills were extremely scarce. Todays environment is such that the majority of our customers have their own experienced internal resources fully capable of executing many of the tasks related to upgrades and implementations of new products. Many of our clients internal project teams are comprised of ex-consultants from the large system integrators or software companies and they brought their own lessons learned, best practices and product expertise to bear when they opted to leave the consulting industry and take permanent jobs with customers including many schools across the country. Our firm was started by a husband and wife who combined have 27 years of PeopleSoft consulting experience between them. Robert Cardelli, the firms President, was a partner at Accenture where he helped manage the public sector consulting practice and he decided to leave to start a new company that could focus on delivering cost effective solutions to small and mid-sized education and governement customers. Because of the size of Accenture and the stringent financial guidelines placed on all deals there was very little flexibility to work with customers under a certain dollar amount so Robert opted to start another a firm where he could control the bill rates and delivery model himself. This is Mr. Cardellis second successful PeopleSoft consulting firm and his first is still in business today focused primarily in the commercial market space. Robert is an expert in all areas of PeopleSoft HCM including outsourcing, shared service models and onsite and remote delivery approaches. Mr. Cardellis wife, Jennifer, was one of the early employees of PeopleSoft Inc. and also on the executive team at Crestone Consulting in their early days. Mrs. Cardelli was on the design team for PeopleSofts original Financials applications and helped build the eProcurement functionality now available in todays product line. Jennifer owns 100% of the company and we have achieved Woman Owned Business Status in several states. Many of the resources who work for Peak Performance Technologies were on Jennifers teams at PeopleSoft Inc. and have been hired over the last few years because of their deep functional product skills as well as their industry expertise in public sector environments. We created a consulting and staffing model that leverages our clients onsite subject matter expertise and augments it whenever or wherever necessary. We are adept at providing onsite and remote services either on a full time or part time basis. This flexibility is the foundation of our value propostion and provides our public sector customers with cost savings that are sorely needed in todays tight economic conditions. When you couple our low costs and flexible models with the engagement management that every account receives (mostly for FREE) we have become a strategic partner with some of the largest public sector customers in the nation. Every client has access to the leadership team and can leverage lessons learned, best practices and a deep knowledge repository as needed to help shape future project portfolios. We recognize the financial constraints that exist across all public sector today and we fully recognize what is involved when independent school districts run into budget issues. We view every customer and specific situation as a strategically important project and we bring the same sense of urgency and dedication to each engagement regardless of the revenue potential. This fundamental business philosophy is unique in our industry and the employees and partnerships we have in place all share this same mindset. Peak Performance Technologies is a registered vendor with The Maricopa County Community College District (MCCCD) and our staff have worked at several customers across the state of Arizona in the past including Arizona State University, Tucson City Schools, The City of Glendale and several commercial customers.



Key Members of Leadership Team

Robert Cardelli Client Partner/Project Planning, Risk Management, Change Management & Shared Service Model Expert

Mr. Cardelli is the President of Peak Performance Technologies and has been working with PeopleSoft applications for over 14 years with much of this time focused in the Higher Education space. Rob has held leadership positions with Accenture, Ernst & Young and was one of the founders of a consulting firm specializing in PeopleSoft Higher Education clientele. Rob was part of the team that helped rollout the Higher Education User Group (www.heug.org) and has presented at many of the conferences over the past 7 years. Rob has worked with dozens of PeopleSoft Higher Education customers and has contacts and personal friends in dozens of others schools. His network allows him to bring valuable client references, best practices and lessons learned to the table and he routinely hosts targeted conference calls with the executives of these institutions to foster additional networking opportunities for all of the attendees. Before he helped found Peak Performance Technologies Mr. Cardelli helped manage a $100 million I/T staffing firm and was responsible for supporting over 100 major accounts including Federal, State/Local Government, Higher Education and strategic partners such as IBM, Accenture, Bearingpoint, CSC, Northrop Grumman, Lockheed, Deloitte and others.

John Graham CIO Advisory, Governance and Executive Advisor

Mr. Graham is recognized as a thought leader in the CIO Advisory space within the Higher Education community and has worked with Rob Cardelli and Brian Ellis for almost 9 years. He was our customer in the past and when he retired he aligned himself with Peak Performance Technologies to help us with large scale Higher Education and Government accounts. He opted to partner with us based on his experience and comfort level with our delivery model, corporate philosophy and dedication to customer service. John is responsible for leading all executive advisory sessions including CFOs, CIOs and Presidents of the colleges. Mr. Graham was the Executive Director responsible for managing the PeopleSoft systems (and other environments) for the Board of Regents of Georgia. John is currently helping several universities as a CIO Advisor and he is an expert at creating Governance models.

Brian Ellis End User Training/Infrastructure Assistance (if necessary) and Data Conversion

Mr. Ellis has been working with PeopleSoft and Oracle applications since the early 1990s and has held executive roles with Andersen Consulting as well as PeopleSoft Inc. Brian is one of Peak Performance Technologies Partners and is directly responsible for helping our customers design, build and manage their complex ERP technical environments. Brian is an expert at all levels of PeopleSoft and Oracles I/T Platforms and typically works with the CIO and I/T Director to audit the existing technical environments and provide recommendations and project management services around the following areas: Data Center Design, Disaster Recovery, Governance, Help Desk, project team roles and responsibilities, capital budgeting as well as in-sourcing and outsourcing business case formulation. Mr. Ellis is currently helping the several colleges and universities streamline their support organizations by leveraging onsite and remote consulting assistance as well as exploring outsourced infrastructure models.





Suresh Pandurangam PeopleSoft Financials Expert & Higher Education Expert

Suresh has been working with PeopleSofts Financial applications since 1996 and has helped 5 different independent universities implement and/or upgrade their applications. He is an expert at project management, general ledger, commitment control, accounts payable and purchasing and has also worked with Asset Management, Accounts Receivable and Billing over the course of his career. Suresh is currently helping the Florida A&M with their post production support by streamlining functional and technical processes and redefining roles and responsibilities as well as corresponding policies, procedures and process flows.

Barbara Sanborn PeopleSoft HCM Practice Manager

Ms. Sanborn has been implementing and upgrading PeopleSofts HRMS products since 1995 and has expertise in many PeopleSoft HCM areas including Human Resources, Benefits, Payroll, Time and Labor, Employee/Manager Self Service and Recruiting Solutions. Barbaras greatest contribution to our clients is his ability to reengineer their functional support teams to cross train staff and increase the knowledgebase of employees of all levels. Ms. Sanborn is involved in most of our HCM client relationships because she brings a wealth of lessons learned and best practices to bear and typically provides a great deal of free consulting to all of our clients.

Kevin Doran PeopleSoft Upgrades/Financials and HCM Development

Kevin has been working with the Cardellis since 1995. He is an expert at all levels of infrastructure design and support and has performed over 40 upgrades of PeopleSofts HCM and Financial applications. Additionally, Mr. Doran is an expert at PeopleSoft develoment including PeopleTools, PeopleCode, SQR, Application Engines, Component Interfaces, Integration Broker and XML Publisher. Kevin is typically involved in most of our support customers because of his ability to quickly solve problems and his expertise at working remotely to dial in and help customers understand what needs to happen while serving as a player/coach to mentor them throughout the process.

Jennifer Cardelli CEO/Client Partner/PeopleSoft Financials Expert

Mrs. Cardeelli has been working in the I/T and Accounting consulting market for almost two decades and was one of the early employees of PeopleSoft Inc. She is a recognized thought leader in several financial applications and has a stellar reputation for delivering on time and under budget implementations for customers of all sizes. Shes also an expert in budget preparation and routinely helps our customers with activity based costing excercises to ensure capital and operating budgets are adequately mapped out prior to any project kickoffs. Jennifer has been personally helping support a global customer with operations in 30+ countries by leading their production support team and helping manage the troubleshooting for GL, AP, PO, AR, BI, PO, Contracts and Expenses

Higher Education and K-12 Consulting Services Peak Performance Technologies provides a full complement of consulting services to support Colleges, Universities and K-12 school districts. This includes implementation of administrative systems that incorporate the unique business requirements of education institutions such as financial management, grants, capital projects, student information, textbook management, and state and federal reporting. We have experience working with two year colleges, four year colleges, community colleges and private schools and understand the subtle nuances that exist within each of these different institutions. Our consultants and project teams are uniquely qualified to help those customers that run PeopleSoft, Oracle and Banner applications, offering integration and data conversion services using expertise in both application areas. Our experienced resources bring us a level of credibility that differentiates our firm from the competition and we are able to work at the CIO level all the way down to the junior analyst and immediately prove ourselves as experts in our respective disciplines.

The leadership team at Peak Performance has consistently gone above and beyond the call of duty in supporting our functional and technical project teams. We value their dedication to customer service. - Executive Director of Enterprise Applications for a large school district.

Mr. Cardelli was able to come in and help transform our HR Shared Service and the underlying culture in a very short timeframe. We look forward to working with he and his team on the upcoming PeopleSoft 9.0 upgrade. - Deputy Director of a large Federal Government Agency.

Peak Performance Technologies has been instrumental in helping our college rollout PeopleSofts Campus Solutions products out to our several colleges. The last few years have flown by and Andreas has become part of our family. - PeopleSoft Project Director for a Mid Atlantic college

Currently 75% of revenue is derived from Colleges, University Systems and School Districts!!



Section 4- Proposal Requirements 4.1 MINIMUM REQUIREMENTS 1. Be licensed in the State of Arizona, if duties requested require such licensure.

Peak Performance Technologies will have no problems obtaining any licenses. Additionally, if we are awarded this contract we will apply for WBE certification in the State of Arizona. It typically takes less than 45 days and we could provide you with this certification as well if you believe it would be valuable.

2. Offer fees that are reasonable and consistent with fees charged to other public entity clients in Maricopa County, Arizona.

Peak Performance Technologies will provide a customized rate card that reflects all of the skill sets outlined in this RFP as well as those that similar customers typically request. These prices will be firm for 2 years from the date of award. We will provide onsite and remote rates for you to have on file.

3. Must acknowledge or confirm that all parts of this RFP have been read and that the Proposal submitted is in accordance therewith.

Peak Performance Technologies has read all of the RFP and have taken all of your requirements into consideration when composing our response.

4. Must submit all answers to the respondent questionnaire. All answers must be in the order in which the questions are asked.

We will comply 5. Must submit a completed, signed pricing schedule. Schedule must be signed by an authorized company official on behalf of the firm.

We will comply 6. Must submit a completed Bidders Statement.

We will comply 4.2 SPECIFIC REQUIREMENTS 4.2.1. The Proposer must provide three (3) client references. Include company name, contact name, address, updated telephone number, description of the service(s) provided, number of proposer employees involved, number of client employees involved, timeframe of engagement, and current status of the project. If the proposer was employed by another organization at the time the service provided to the client, it must be clearly stated.

We will provide references on the sheets included in the RFP





4.2.2. Each Proposer must provide MCCCD with a list of all higher education institutions who have utilized their services for implementation of Oracle/PeopleSoft applications or related services. If Proposer is providing third party related services such as testing, data warehousing, reporting, directory integration or related programming support, please respond to RFP in the context of these services. In the last 3 years Peak Performance Technologies staff have worked with the following Higher Education clientele:

College Summary of Work Performed New York University Program Management, Technical Development, Campus Solutions,

Financials and UPK. EPM, OBIEE, Reporting, Testing and Training. Emory University Financials. Campus Solutions. UPK. Development, EPM, OBIEE,

Reporting, Testing and Training. City Universities of New York Program Management. Campus Solutions. Development. EPM,

OBIEE, Reporting, Testing and Training. Georgia Institute of Technology DBA, Portal, Upgrade, HCM and Project Management. Medical College of Georgia DBA, Upgrade, HR, Benefits Administration, EPM, Development. University System of Georgia (The following italicized schools are part of the University System of Georgias centralized data center and we had to work with all of them.

Program Management. CIO Advisory/ITIL, Oracle DBA and Infrastructure. HCM and Financials. Upgrade Assistant. Training and Testing

Albany State University Abraham Baldwin Agricultural College Armstrong Atlantic State University Atlanta Metropolitan College Bainbridge College Augusta State University Clayton State University College of Coastal Georgia Columbus State University Dalton State College Darton College East Georgia College Fort Valley State University Gainesville State College Georgia Highlands College Georgia Gwinnett College Georgia Southern University Georgia Southwestern State University Georgia State University Gordon College Macon State College Kennesaw State College North Georgia College & State University Middle Georgia College Skidaway Institute of Oceanography Savannah State University Southern Polytechnic State University University of West Georgia Valdosta State University Waycross College University of Texas- Tyler Project Manager. Campus Solutions. Testing. Training University of Texas-Dallas Project Manager. Campus Solutions University of Akron Program Management, CIO Advisory/ITIL, DBA, Upgrade, UNIX, DB2



Lorain County Community College Program Management, CIO Advisory/ITIL, DBA, HCM and Financials Bismark State College Campus Solutions. CIO Advisory. Infrastructure. Security Dickinson State University Campus Solutions. CIO Advisory. Infrastructure. Security Lake Region State College Campus Solutions. CIO Advisory. Infrastructure. Security North Dakota State College of Science Campus Solutions. CIO Advisory. Infrastructure. Security Mayville State College Campus Solutions. CIO Advisory. Infrastructure. Security Minot State College Campus Solutions. CIO Advisory. Infrastructure. Security Valley City State College Campus Solutions. CIO Advisory. Infrastructure. Security Williston State College Campus Solutions. CIO Advisory. Infrastructure. Security Florida A&M PS Financials and HCM. Project Management. Change Management Rutgers Project Management University System of Tennessee I/T Infrastructure. Advisory Services University System of Nebraska Advisory Services University System of California Advisory Services University of South Carolina Project Management, Infrastructure Services, Development and Testing Ball State University Program Management and Advisory Services University of North Carolina Project Management. Reporting. EPM. Development. Campus

Solutions. Testing. Training. Houston Community Colleges PeopleSoft EPM. OBIEE. Training. Brandeis University PeopleSoft Financials. Project Management. Development. Training Madison Area Technical Colleges PeopleSoft Project Management. Infrastructure Services. Campus

Solutions and HCM assistance City Colleges of Chicago PeopleSoft Project Management. Infrastructure Services. Campus

Solutions, HCM and Financials assistance. National Defense University Project Management. Development. Reporting. Campus Solutions



4.2.3. Each Proposer must provide MCCCD with a list of all clients who now have Oracle/PeopleSoft Campus Solutions, Oracle/PeopleSoft HCM, Oracle e-Business Suite Financials, ERP Portal applications, in production as a result of using the Proposers services.

Client Name PeopleSoft HCM

PeopleSoft Campus Solutions

Oracle e-Business Financials

Portal Solutions

New York University 3 3 Emory University 3 3 3 City Universities of New York 3 Georgia Institute of Technology 3 Medical College of Georgia 3 3 University System of Georgia (The

art of following italicized schools are pUSG

3 3 Albany State University 3 3 Abraham Baldwin Agricultural College 3 3 Armstrong Atlantic State University 3 3 Atlanta Metropolitan College 3 3 Bainbridge College 3 3 Augusta State University 3 3 Clayton State University 3 3 College of Coastal Georgia 3 3 Columbus State University 3 3 Dalton State College 3 3 Dalton College 3 3 East Georgia College 3 3 Fort Valley State University 3 3 Gainesville State College 3 3 Georgia Highlands College 3 3 Georgia Gwinnett College 3 3 Georgia Southern University 3 3 Georgia Southwestern State University 3 3 Georgia State University 3 3 Gordon College 3 3 Macon State College 3 3 Kennesaw State College 3 3 North Georgia College 3 3 Middle Georgia College 3 3 Skidaway Institute of Oceanography 3 3



sity 3 3 Savannah State UniverSouthern Polytechnic State University 3 3 University of West Georgia 3 3 Valdosta State University 3 3 Waycross College 3 3 University of Texas- Tyler 3 3 University of Texas-Dallas 3 3 University of Akron 3 3 Lorain County Community College 3 3 3 Bismark State College 3 Dickinson State University 3 Lake Region State College 3 ND State College of Science 3 Mayville State College 3 Minot State College 3 Valley City State College 3 Williston State College 3 Florida A&M 3 3 3 Rutgers 3 University System of Tennessee 3 University System of Nebraska 3 University System of California 3 3 3 University of South Carolina 3 Ball State University 3University of North Carolina 3 3 Houston Community Colleges 3 3 3 Brandeis University 3 3 Madison Area Technical Colleges 3 3 3 City Colleges of Chicago 3 3 National Defense University 3 3 US Census Bureau 3 Social S 3 ecurity Administration



.2.4. Each Proposer must provide the name of the specific services lead who will be assigned to coordinate the 4MCCCD project(s).

Functional Area Resource Name Role in Organization Executive Support Rob Cardelli President Higher Education Advisory Lead John Graham CIO Advisor PeopleSoft HCM Lead Barbara Sanborn HCM Practice Manager PeopleSoft Campus Solutions Michalynn Hacker Practice Director PeopleSoft EPM/Data Warehouse/OBIEE David Barlow Practice Director Infrastru (includes da bases, portal, identity management, networks and disaster recovery)

Brian Ellis Practice Manager cture Services ta

Oracle E-Business Financials Teresa Lussier Practice Manager

.2.5. Each Proposer shall provide a representative list of resumes for people who could be assigned to the CCCD based on the categories described below in section 5.1.

Resumes Attached In Separate Section

.2.6. MCCCD reserves the right to refuse any subcontractor the vendor offers. All resumes, work histories, etc. ill be provided to MCCCD for any suggested subcontractor the same as required for any vendor.

Peak Performance Technologies understands and will comply

4M

4w

4.2.7 Each Proposer must submit copies of the Proposer's latest annual report, latest audited quarterly report,latest 10K statement, Dunn and Bradstreet ratings, and any other evidence of the Proposer's financial status. If the company is a subsidiary of another company/corporation, audited financial statements for the parent organization must be provided.

Peak Performance Technologies is a private company. We have never taken out any loans and have been profitable since inception. Our finances are impeccable and we have a $250,000 line of credit should we ever need it with Bank of America in Atlanta, Georgia. We have only had to tap into this line one time since inception and that was for less than $30,000 to cover a delay in payment from a large federal government customer. All of our vendors have been paid on time since inception including any independent contractors we have utilized.



4.2.8 Each Proposer must submit the organizational chart of the company and an organizational chart of parent,

subsidiary, or subcontracting companies outlining relationships between entities.



.2.9 Each Proposer must state whether proposer, or any predecessor entity of which proposer was a part or which i r, acquisition, or otherwise, or any officer, agent, or employee of any

f the foregoing, has, to the best of the proposer's knowledge, information, or belief:

Peak Performance Technologies is in discussions surrounding a merger with The Gilfus Education Group. They are an industry leading Higher Education Consulting firm whose CEO was the founder of

ef product developer. If this deal is finalized Peak Performance Technologies will remain a wholly owned subsidiary and there will be no effect on our business operations. Our

4.2.9.1 Ever been the subject of any criminal investigation, prosecution, or conviction for any alleged on related to the activities of said business or within the scope of their responsibilities as an

officer, agent, or employee of any of the foregoing; or

thereof; or

Never

4.2.9.3 Sued or been sued for breach of contract, misrepresentation, fraud, or any form of infringement (e.g. copyright, trade secret, patent, etc.). If so, provide full details as to any such incident.

Not an issue 4.2.10 The vendor will be expected to sign and observe all pertinent and standard MCCCD security, data access, and non-disclosure statements as may be appropriate regarding employee data, student data, financial data, or system software, which may become accessible to the vendor.

We will comply 4.2.11 MCCCD encourages free and open competition. Whenever possible, specifications, proposal invitations and conditions are designed to accomplish this objective, consistent with the necessity to satisfy MCCCDs needs and the accomplishment of a sound economical operation. The Proposers signature on this proposal guarantees that the prices offered have been established without collusion with other eligible Proposers and without effort to preclude MCCCD from obtaining the lowest possible competitive price. The award will be made to the responsible offeror whose proposal is determined to be most advantageous to MCCCD based on the evaluation factors set forth in Section 3 of this Request for Proposal.

We understand and will comply

4

s now a part of proposer by mergeo

Blackboard and their chi

capabilities will increase to include Cloud Computing, LMS, Institutional Effectiveness and Content Management.

act or omissi

Not an issue

4.2.9.2 Ever terminated said entity's contracts or had its contracts terminated prior to the completion ornormal expiration of the term



4.2.12 MCCCD reserves the right to negotiate with any and all vendors on all aspects of this RFP.


.3 DEVIATIONS FROM RFP

.4 SIGNATURE

to be omplete and accurate and they shall be signed by an authorized signatory of the company, sworn to and

notarizecertifyin ient cause fo

4 Proposers must specifically provide a separate listing of each circumstance in which their proposal differs from any terms or conditions of the request for proposal. Failure to list such a deviation will result in that terms of the proposal being disregarded in favor of the correlative term(s) of the RFP.

We have no issues

4 The Contractor shall furnish and include the above data with their proposal. Statements are requiredc

d, if requested. A proposal submitted by an agent will have a current Power of Attorney, attached, g the agents authority to bind the Proposer. Omission, inaccuracy, or misstatement may be sufficr rejection of the proposal.




5.1 Des e, resumes for indi e made if that are bein

n each area.

.1.1. Project Leadership: MCCCD may seek assistance in coordinating the implementation of the related systems as well as future migration or upgrade efforts.

T est area. Pe nce pl P r managers in y an ro

ement,ucation clients who need assistance managing these implementations yet lack the

o justify paying fo ll time assistance. We are well known for es where we help s a PMO struc create the project plan d help the clients

plan effectively using our 3rd party oversight model. We will identify periods of time of eyes should be involved and we can help you monitor the engagements progress

throughout the lifecycle in an effective and efficient manner. The resources who will help you in this

ject plans and templates to the team so you do not have to reinvent the wheel and spend money in areas that we can simply give you a few former successful plans and use them as a

ur final implementation plan.

R t Cardelli, S ran s,

specific scop ill l e set ts. All of our project managers are subject matter experts in their respective disciplines

ve as a Solution chitect as well eded. This way you are essentially getting 1.5 to 2.0 r money.

ection 5- Scope of Work S

cribe Proposers services, daily and total costs associated with services by specialty or job titlviduals who could provide the services to MCCCD, and sample materials used. Special notation must b the Proposer plans to use a subcontractor for the provision of any or all services. Describe products g proposed, license fees and usage limitations, including annual maintenance costs.

Peak Performance Technologies will provide a comprehensive rate card for different sets of relevant skills. In this rate card will be onsite and remote rates for you to work with. Resumes will be broken out into each of these major headings to examine the level of skills we can provide i

5Oracle/PeopleSoft applications and

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5.1.2. Application Implementation: seek assistan terprise application modules and would requir figuration, and functional expertise.

Peak Performance Technologies has consultants with expertise implementing almost every PeopleSoft Oracle e-Business module in t market. There are a few supply chain products that we have not ed that are most assuredly not in production or even owned by MCCCD. In the PeopleSoft HCM

our most popular set o kills that we provide clients and th resident of Peak Technologies was on the design team for one of the products many years ago. We have

matter expertise in every H area and we are able to provide full time, part time, onsite, assistanc help you manage your implementations and upgrades efficiently

of our con tants can wear multiple roles on ration, testing and training. Additionally, most of our team are also able to ent expe nd project managers if needed. Below is a matrix that shows the

PeopleSoft HCM consultants we have along with other relevant factors.

eopleSoft HCM Consultants

MCCCD maye set-up, con

ce in implementing additional en

and he touchspace this isPerformance

f s e P

subject CMremote and as needed

Alle to

and cost effectively. sul a team and can help with planning, design, configu

ve as change managemser r atsnumber of

P

Specific Skills Number of Resources

Average Years of Experience

Number of Consultants Who Have Personally for President

HR/Base Benefits and Payroll 22 9 18 Benefits Administration 7 10 7 Time and Labor 5 10 4 ESS/MSS/Workflow 11 9 9 Pension Administration 2 10 2 HCM Resumes Included: Barbara Sanborn, Kevin Grace, Sriram Konkipudi, Padma Aluru, Pam Price, Vani

ow, Riffe and Vamshi Krishna. R Campus Solutions




Admissions/Records 11 8 8 Student Financials 7 10 6 Financial Aid 5 8 5 Contributor Relations 4 9 4 Gradebook 4 7 3

ampus Solutions Resumes Included: CJ Tibbs, Sudheer Bollam, Sarat Chandra, Sam Islam, Kevin Gao, hushan Athale, Kiran Varry, Ram Krishna, Stuart Jordan, Uday Bagampalli and John Banegas CB



Oracle e-Business Functional & Technical Resources



General Ledger 6 11 AP/PO 11 9 AR/Billing 4 9 Fixed Assets 7 10 Cash Management 6 6 Grants 3 5 Infrastructure 4 11 DBAs/ 7 8 System Administrators Senior Developers (10+ yrs) 9 11 Mid Level Developers (5-7 yrs) 14 8 Reporting 6 9 Forms/Workflow 11 8 Security 3 7 Oracle E es Included ja, M

tt Singer, Todd Gre Jay i

Co uration: MCCCD may seek assistance in capacity planning and e tuning of ERP applications in all tiers of the application.

rian Ellis heads up this practice for us and is a former PeopleSoft Inc. executive. He has over 15 years of ands on expertise helping customers implement and stabilize their PeopleSoft environments. All of the

,

P experts and just about everything in between. His team has worked on every platform eopleSoft is supported on (and a few that arent) and we can provide full time, part time, onsite, remote or as eeded assistance in most of these areas. Finally, Brian and his team are well connected with the hardware and ftware vendors and can help you with vendor selections, pricing strategies, collaboration and shared service

vid Stephens and Kevin Doran. We have other resources but these three have an average of 13 years of experience each and typically handle all of our

-Business Resum : Agus Widjaist, Karun

Alan Green, Jeff aman and Srin

cDonald, Dave Dozier, Srinivasannelveli. Tirunelveli, Sco enqu ar Tiru

5.1.3. Hardware and Database nfigperformanc Bhresources working for Brian are subject matter experts in their respective disciplines and this includes architectsdatabase administrators, performance tuners, disaster recovery planning experts, data center design experts, security and LDAPnsomodels and project team training if necessary.

Resumes Included: Kerensky Rowan, Larry Williams, Da

education clients.



.1.4 Software Development: MCCCD may seek training and assistance to implement, support, and extend the applicatReports

e, report and development efforts are typically more commoditized and can be done effectively using 3rd party consultants. We can provide any of the skills you required for PeopleSoft or Oracle e-Business

efore we provide any resources our Engagement Manager works with the customer to identify if specific technolo he key and thenof consu People

5ions using PeopleTools and other Oracle-specific tools such as Forms, Reports, XML Publisher, Crystal , etc.

This is another area Peak Performance Technologies can help provide subject matter experts at exceptionally attractive rates. Our ability to provide onsite, remote, full time, part time and as needed consulting in the development arena allows our clients to augment their project teams if they fall behind or focus their internal teams attention on more value added activities. Typically we recommend our clients lead any conversion activities b/c they know the data. Interfac

development platforms. B

gies such as Component Interfaces, Application Engines, XML Publisher or anything else are t we make sure you only work with resources who are experts in those areas. We provided a few flavors ltants for you and

Soft Technical Resources




Infrastructure 18 9 15 SOA/Fusion/OEM 13 7 7 DBAs/System Administrators 14 9 10 Senior Developers (10+ yrs) 16 10 16 Mid Level Developers (5-7 yrs) 22 6 17 Reporting 11 9 10 EPM 13 10 11 Security 9 10 8

eopleS rp, Anumit K, Ajay Kumar, Harshal, Caprice Ayers, Ed reech, Ed Halter, Venkat RavipatiKerensky Rowan, Kevin Doran, Larry Williams, Raj Kuppa, Sri Vutla and

5.1.5 Rforms dproduct

you reduce

paper and streamline operations. The consultants we provided in Section 5.1.4 can more than likely handle any of this work but if there was a specific set of skills you required we would try to match one of our consultants to the requirement or introduce you to a 3rd party firm that specializes in that particular technology. We wont lie and try to be everything to everyone.

.1.6 Testing: MCCCD may seek assistance in the development and implementation of testing ERP applications nd related systems.

P oft Technical Resumes Included: Richard ShaCSrini Bodduluri

elated Products: MCCCD may seek assistance in the addition of related products such as electronic evelopments tools, automated/streamlines workflow, document imaging solutions that operate as ad-on s within or with the e-Business or PeopleSoft framework.

We can help in almost any area you need assistance in. We have worked with most of the major document imaging products and helped interface to PeopleSoft and Oracles products. We can helpdesign and implement workflow technologies and create electronic forms with signatures to

5a



opers who will perform the unit testing during development activities to integration testing to system testing to

ehind or take the

workload off of your team to focus on other activities. Any resource you get from us will be an expert in

5.1.7 Ddocume

veryone is on the same page early in the engagement. Typically we recommend that the customer take responsibility

and helping make the technical and end user documentation client specific. We have expertise in the PeopleSoft UPK tool and we can provide as much or as little assistance in the

.1.8 Training: MCCCD may seek assistance in the development and provision of end user technical and/or nctional training

expertise training our client teams in the functional and technical usage of their PeopleSoft and/or Oracle e-Business products. Specifically, Michalynn Hacker

5.1.9 R , data wa

e can provide expertise in all of these areas. David Barlow who manages our EPM and Data

Peak Performance Technologies can help in all aspects of testing ranging from our devel

performance testing to user acceptance testing. We will bring test plans and scripts to you for a baseline so we dont need to reinvent the wheel and our resources can provide as much (or little) assistance as you require. This is typically an area we can drive down costs by having our resourcesavailable remotely as needed to debug issues, lend an extra hand if you are getting b

testing the functional and/or technical aspects of the modules in which the are working.

ocumentation: MCCCD may seek assistance in the development of technical and end-user ntation.

During the Project Planning Phase we work with the clients to identify who is responsible for documentation. This is one of the most important activities and it is important to ensure e

for these deliverables BUT we are there to assist by providing prior project documentation to use as a starting point

documentation area as possible. This is usually a good area to do internally to save money and we usually have our functional and/or technical leads work with the client to ensure the work is being done properly and provide quality assurance, lessons learned and best practices to ensure it is done effectively.

5fu

Peak Performance Technologies has extensive

is a former PeopleSoft/Oracle Inc. instructor and is nationally recognized as one of the best Campus Solutions and EPM trainers in the nation. She oversees all training programs and will help you plan and execute your unique training initiatives.

eporting: MCCCD may seek assistance in the development and implementation of Enterprise Reportingrehousing, and Decision Support Systems.

WWarehouse Practice is a former product expert from Oracle and has worked on some of the largest and most complex PeopleSoft EPM/OBIEE initiatives in the nation. He personally oversees all of our EPM customers and serves as the QA Manager for any engagement. We have expertise at providing project management, HCM, Financials and Campus Solutions Data Mart assistance, ETL Development, Training and Testing in all aspects of Reporting. We can also help you design, develop and test Oracle e-Business reports and in both PeopleSoft and Oracle e-Business scenarios we can provide onsite, remote, full time, part time or as needed consulting assistance to drive your costs down.



.1.10 Directory Integration: MCCCD may seek assistance in the development and implementation of irectory Integration between the Enterprise application and Maricopa central directory system.

ance as rs with their Identity Management initiatives and

working with the LDAP and Director teams is integral in the success of these rollouts. 5.1.11 PSolution

ting of

lting is tely.

.1.12 Enterprise Management: MCCCD may seek assistance in the deployment and operation of enterprise

and technical team can help you in almost any area surrounding deployment of enterprise management tools. We can help you network with your peers in the industry to

ly t and

5.2 Mar e individu

Peak Performance Technologies has a 100% successful track record with all of our customers when it use the

new technology and manage their day to day business operations effectively. During the Planning

us ts

, Payroll (Year End) and Manager Self Service (e-Performance). We like to write a project charter and include a knowledge transfer plan to ensure customers get what they need and expect and a governance structure is implemented to ensure we do NOT cut corners to save time or

5D

Brian Ellis and his infrastructure and technical team can help you in almost any area surrounding your Directory Integration initiatives. This is not an issue and we can provide full or part time assistneeded. Currently we are helping several custome

ortal: MCCCD may seek assistance in the development and implementation of Enterprise Portal s.

We can provide subject matter expertise at any level in the design, development, branding and tesyour enterprise portals. This is an area that customers are becoming savvier in and we typically have to re-implement the Employee and Manager Self Service applications to better leverage internal portal technologies that may have changed since the original implementation. Most of our portal consudone onsite to foster the knowledge transfer but we can do some development remo

5management tools.

Brian Ellis and his infrastructure

share their lessons learned and identify gotchas that the software and hardware vendors typicaldont tell you about. We can provide strategic vendor selection assistance, implementation, supporin come cases; training. This is an area that we can potentially help in but it will depend on the specifictechnology in question..

icopa assumes the assignment of internal resources. Describe what process you will use to train thesals in your tools and preferred methodologies.

comes to helping with knowledge transfer. The project isnt done until the client knows how to

Phase we identify a Knowledge Transfer plan. This includes dedicated tasks, deliverables and milestones for specific functional and technical components of the project. We bundle this with ourorganizational change management plan and it is essential that we include a client sign off process to ensure the appropriate client team members sign off that THEY are comfortable with the technology or new business process. Additionally, we are always available to help answer questions. We do not charge for a client to call weeks and months down the road and walk them through something. It is common that our consultanschedule Web Ex sessions with past clients to review principles of the implementation or reeducate them if they forgot something. This is particularly true when it comes to PeopleSoft Benefits Administration (Open Enrollment)

money.



5.3 Des tion, includintimeline

ges, Universities and K-12 clientele. We are experts at implementing PeopleSoft in the Higher Education arena. We have worked with two colleges in the past that used Oracle e-Business. Rutgers University (Oracle e-Business Financials) and Ohio University (Oracle

ation. The integration between the two platforms has gotten better but the fundamental technologies are very different and require different development

5.4 DesEngine, COBOL, Workflow, SOA, Oracle/PeopleSoft Student Administration and/or HCM, eBusiness Suite, or any other products relevant to this RFP.

eral gencies with Oracle e-Business Financials and Supply Chain implementations and our consultants in

we time. Additionally, we have expertise in XML Publisher and Component

terfaces that typically get utilized when using the latest version of PeopleSoft. We are experts at omes.

5.5 Des

Peak Performance Technologies was formally incorporated January 3, 2008. Our consulting practice

eral and Department of Defense contracting and leverage their GSA Schedule. Non Federal agencies have a very difficult time paying the much steeper rates included in GSA Schedules so the divesture took place. Peak Performance Technologies brought the previous non federal customers over to the new entity and as such never had cash flow or funding issues. We grew 1400% in 2009 and are looking at another stellar year. Peak Performance Technologies is wholly owned with no outside investors. Jennifer Cardelli owns 100% of the stock and we are WBE Certified in multiple states.

.6 Describe the number, experience, and specialties of the Proposers staff dedicated to the eopleSoft or e-Business practice. Please include resumes of potential proposed staff.

This information is included in earlier sections and the resumes will be included in the appendix in specific folders detailing out PeopleSoft HCM, Campus Solutions, Technical, Project Managers and Oracle e-Business. If additional information is required we will provide it immediately.

cribe any experience implementing major software applications within a higher education organizag the name of the organization, the application/s (including vendor/s) implemented; the project s, and the extent of involvement by the Proposer.

Peak Performance Technologies only works with public sector customers. Currently 75% of our revenues are derived from Colle

Financials). In both situations they were implementing PeopleSoft HCM and Campus Solutions products and in both situations there was great frustr

teams. In an earlier section we provided an extensive list of where we worked with colleges and universities. If additional information is requested we will be happy to provide it.

cribe the extent of experience by the Proposer with People Tools, SQR, PL/SQL, Java, Application

Peak Performance Technologies has extensive expertise in all of these areas. PeopleSoft and its associated technologies are by far our greatest strength but we have helped several large FedAthis area are mostly ex Oracle Inc. resources with a great deal of commercial and government experience. Based on the requirements outlined in your RFP we do not believe there is any area that can not assist you with at this Inupgrades and we will help you with planning activities mostly FREE of Charge when the time c

cribe the length of time the Proposer has been in business as the entity responding to this RFP.

was divested from another public sector consulting firm called Capital City Technologies. Robert Cardelli was a managing partner in that firm and oversaw the non federal consulting practice that included Higher Education, State/Local Government and K-12. The divesture took place so the parent company could focus exclusively on Fed

5P



e what facilities and staff, if any, are permanently located in the Phoenix, Arizona metropolitan area.

ave

5.8 Desto enhan

tools nities to start moving away from SQR and utilize Application Engines,

Component Interfaces, Integration Broker and XML Publisher. Oracle is moving away from SQR and we will help you leverage new technologies. Additionally, we will help you use Oracles OEM tools and

y improves the upgrade process.

y models and potentially move the maintenance of security out of the technical hands and into the departmental

If you are interested we could also help you with Identity Management. The latest tools in this space rollout solutions to integrate with your PeopleSoft and

Oracle e-Business platforms.

ateways. Financial transactions are being targeted by hackers and pose a serious threat to all w with the integration of PCI Compliant Solutions and

their PeopleSoft and Oracle products and we can help you in this area if it is something you require assistance in.

Finally, Peak Performance Technologies has expertise in working with public sector shared service models. We can help streamline internal policies, procedures and process flows and identify areas for improvement to better share fixed costs, lower costs, better leverage internal resources and enhance the ERP and I/T operating environments.

5.7 Describ

Peak Performance Technologies does not have an office in Arizona. We have one in Nevada and another one in California. The consultants we are proposing will come from all over the nation but a heavy concentration will most assuredly come from Texas, Utah, Colorado and California. We hthree consultants who reside in Arizona. At this time we are not sure if they will be slated for your engagement. Two of them are PeopleSoft HCM Functional and one is a PeopleSoft Infrastructure Architect and Upgrade Expert.

cribe any products within the Oracle or PeopleSoft environments that you may be able to offer MCCCD ce the operation of their Oracle/PeopleSoft systems.

If and when we help with your PeopleSoft upgrades we will be leveraging the latest version 8.5platform. We will have opportu

better manage your upgrade using the latest Upgrade Analyzer functionality that significantl

Finally, we are experts at PeopleSoft Security. We will help you streamline existing securit

areas now that the latest version doesnt require a rocket scientist to figure out how to use it.

are excellent and we can help you design and

We can provide subject matter expertise in the area of PCI Compliance, FERPA and Payment Ginstitutions. We have helped three colleges no



5.9 Specify the process Proposer will use to communicate organizational changes that impact these services to

gement structure. For MCCCD we e will be responsible for ensuring all

sel. If any project team members for whatever reason were having an issue or we needed to gement team to identify whether an exact set of

different might be preferable. We then provide two to three

to integrate with the existing project

5.10 Pro

% increase. Year five will be an additional 2%.

5.11 Maemploy

s re

nologies w

MCCCD.

Peak Performance Technologies has a very effective account manawould propose assigning Robert Cardelli as your client partner. Haspects of your engagements are managed effectively and to your satisfaction. His involvement typically entails conference calls and regularly scheduled site visits to provide quality assurance advice and counreplace them we work with the customer project manaskills is needed or if someone a bit consultants for the team to interview. Prior to the customer ever talking to these consultants we will walk them through our internal project team interview process to ensure they have the functional and/or technical skills to do the job and most importantly; the cultural fitteam. Only after the have passed OUR internal hiring process would you ever speak to them. We would not waste your time. We can refine this process to accommodate any specific needs or requirements you might have.

vide the maximum percentage price increase for years two to five as compared to year one.

Typically we have the following model for price increases: Years one and two there are no price increases. Years 3 and 4 there will be a 5

ricopa prefers that the Proposer provide workstations and administrative support for their own

ees.

Peak Performance Technologies will comply 5.11 Documentation and all deliverable sulting from this contract shal l remain the property of MCCCD.

ePeak P rformance Tech ill comply

Section 7: Respondent Questionnaire P



d information. Failure to provide required information may cause the proposal to be deemed

ription of Firm/Personnel

your specific experience and history for the past 10 years, including a list of clients and types of services provided.

try. The products work out of the box. The challenge is aligning the culture ces built into the technology. That is where we

test value.

ied the colleges and universities where we have provided specific services y to answer any additional questions you might have. In addition to the colleges

and universities outlined in the earlier section we have helped the following public sector customers

rovide all requesteon-responsive. n

7.1. Desc A. Describe your firm and

y type and name of institution, location b

Peak Performance Technologies is a public sector consulting firm that currently focuses 75% of all of our consulting efforts in the Higher Education arena. Our leadership team has been working withPeopleSoft and Oracle applications since the early 1990s and we are subject matter experts in the functional and technical aspects of the product lines. Our greatest contribution to customers has

been in the area of organizational change management. We know how to implement these complex ERP technologies in your indusand the organization around the inherent best practiprovide the grea

In earlier sections we identifand we will be happ

with their PeopleSoft and Oracle implementations. The customers in RED were e-Business accounts.

Federal Government State Government Local Government Department of Treasury Department Agriculture IRS GAO Library of Congress

State of Georgia State of New Jersey State of Texas State of Florida State of Ohio

Weld County, CO. Lancaster County, PA. Washington County, MD City of Overland Park, KS City of Lakeland, Florida

US Forest Services Homeland Security

ment DIMHRS

rce (DEAMS)

Health & Human Services

State of Indiana State of North Dakota

City of Tampa, Florida City of Charlotte, NC City of Atlanta City of Cambridge, MA County of Napa, CA City of Minneapolis, MN City of Clearwater, FL

o, UT City of Des Moines, IA

City of Pittsburgh, PA

Housing & Urban Develop ATF County of Fresno, CA Department of Justice Air fo Air force (ECSS) Marine Corp. City of Prov Medicare/Medicaid Social Security Department

Lucas County, OH City of Louisville, KY City of Huntsville, AL DeKalb County, GA Gwinnett County, GA Mahoning County, OH City of Boise, ID



Services Provided:

eak Performance Technologies has a unique presence in the Public Sector consulting market. We only work with nd we have a wide array of services that allow our team to work across most departments

nd government clientele.

Ppublic sector customers aand agencies in education a AdvisoryServices CIO CFO

ERP

ActivityBasedCosting

eareexpertsathelpingpublicsectororganizationsincludingHigherEducationcreateaportfolioofprojectsbyusingWActivityBasedCostingtoidentifyprojectsandtheirassociatedROIwhichisusedtosecurecapitalfunding.Thismaterialisdisplayedindashboardviewsandusedtoprioritizefutureprojectsaccordingtobusinessstruerequirements.Ouradvisorscanhelpfulltime,parttime,onsite,remoteorasneededandtypicallycomefromindustryandcanprovidevaluableinsightintohowtoprioritizeyourprojectstooptimizeresources(humansandbudget)whiletakingintoconsiderationtheimpactofthebusinesstransformationalchangethatwillbeassociatedwiththeendeavors.ProgramManagementServices ProgramManagers ProjectManagers ChangeManagementResources LearningManagementOncetheportfolioofprojectshasbeenapprovedbymanagement;PeakPerformanceTechnologiescanstepinandprovideprogrammanagementsupportasneeded.Wecanperformfulltimeorparttimeprojectmanagementassistancebasedontheneedsoftheclient.Weareoneofthefewfirmscapable(orwilling)toprovideexpertlevelprojectmanagementssistanceonaparttimebasis.Ourgoaloneveryprojectistoserveasaplayer/coachandmentorourclientstafftoanagetheirprojectseffectivelyrelyingonexpertleveladvicecompletewithlessonslearned,bestpracticesandtroductionstomanydifferentcustomerssopeerscansharetheirpersonalstories.WecanbringyouPMOmodelsalongiththemethodologies,toolsandtemplatestouseasabaselinesoyoudonothavetoreinventthewheel.OurChangeanagementexpertswillhelpyouensureallaspectsofyourengagementsarethoroughlymappedoutandwewillhelpyouavigatethechallengesofimplementingpolicies,proceduresandprocessflowsassociatedwiththesecomplexprojects.

plementationandUpgrades

aminwMnIm

onsandBusinessIntelligenceproducts.

Upg Ons Stra meaccesstoPeopleSoftsubjectmatterexperts)

hefunctionalandtechnicalresourcesfromPeakPerformanceTechnologiesaverageadozenimplementationsorpgradesoverthecourseoftheircareers.ThevastmajorityofourconsultantscomefromeithertheBig4systemtegrators,nationallyrecognizedmidsizedconsultingfirmsorPeopleSoftInc.Anyresourceprovidedbyourfirmwillaveexpertiseinallaspectsoftheprojectlifecycleandallofourresourcesareadeptatworkingonsiteand/orremotehilefollowingadeliverable/milestonebasedimplementationmethodology.Finally,ourconsultantsareexpertsatplementingtheseproductsinYOURindustryandhavetheorganizationalchangemanagementexperiencetohelpyouiththetransitiontothenewsystem.

NewimplementationsofPeopleSoftHCM,Financials,CampusSoluti Reimplementationsandcleanupofexistingplatforms

radesiteandRemoteservicesbasedondeliverablebasedphasestegicStaffingservices(fulltime,partti

Tuinhwimw



InfrastructureServices Dat Pla Tec Pos Dat Iden DisaStrate

acenterdesigntformmigrationshnicalhostingservicestProductionsupportservicesaWarehousestityManagementsterRecoveryServices

gicStaffing Todays mers are extremely savvy when it comes to managing their internal applica Because of the difficult economic conditions facing the nation new implementations are few and far betw nts are previous customers. They helped our firm create the models that we have in place today including our onsite, ith educatio ice to have. Wgaps of are one of the few consulting firms that will sit down and provide top

vel consultants on a part time basis. We can do this because we are open and honest about what options exist and we rs who are in the same boat and need the same set

f skills yet can not afford full time assistance. Our ability to work collaboratively with our customers has earned We can and we

. Identify the key staff (exclusive of support or administrative staff) in the firm who will have primary respons

Describe their current responsibilities with the firm ii. Desc

i. Provide a resume of each individual who would be working on the contract, if awarded, including:

. Their education and specific experience in the field and relevant clients that they have served as a

PeopleSoft and Oracle custotions. een and the reality is ERP products are rapidly becoming legacy systems. The majority of our clie

remote, full time, part time and as needed services. We have become adept at sitting down wn and government customers and talking about what projects NEED to be done and which are ne are able to create innovative implementation and support models to drive down costs and fill in the

your internal projects teams. We le

can help you implement sharing models with your peeo

us valuable political capital and we believe it is the right thing to do.

provide functional, technical and project management support in all of the areas outlined in your RFPstand ready to assist you in your upcoming endeavors.

Bibility for work under this contract.

i.ribe the role each will play if a contract is awarded to the firm

ii1. Their length of service with the firm 2financial advisor in the last five years



e provided a lot of this information earlier in the document but we will elaborate below. W Robert Cardelli- President & COO Robert Cardelli is the President and Chief Operating Officer of Peak Performance Technologies. He oversees all operations including sales and delivery and he personally helps manage our strategaccounts where he serves as a quality assurance advisor and at times a HCM Solution Architect. If we a

ic

re awarded this contract Mr. Cardelli will be your client partner. You will have access to him 5-8 hours a week on average for FREE to assist with project management and change management

uld you have any issues whatsoever. Robs resume is attached in the appendix

m and was with the previous company that Peak Performance Technologies divested from.

r team to leverage in the weeks and months to come.

or

related activities. He will personally oversee all resources that are assigned to your account and he will be your final escalation point sho

Rob was one of the founders of the fir

Mr. Cardelli has a BBA from the University of Georgia and an MBA from Georgia State University. Mr. Cardelli has over 15 years of PeopleSoft and Oracle Consulting experience and was formerly a partner with Accenture in their Education and Government consulting practice. Mr. Cardelli has worked with over 60 colleges and universities and will be a valuable resource for you

John Graham- Advisory Services Practice Direct

University System of Georgia. Prior to joining eak Performance Technologies he was our customer for almost a decade. He was in charge of a

higher

its core business processes.

n moved over to Peak Performance Technologies during the divesture.

John has over 30 years of executive leadership in the higher education market place.

Steve Johnson- VP Consulting Services

John Graham is the former Executive Director from thePshared service center that supported 32 state colleges and universities across the state of Georgia andprior to that role he served as the CIO for one of the universities. John will be responsible for any advisory or potentially program manager work that might be needed at your site. Mr. Graham is an expert in ITIL based methodologies and is regularly called upon by education executives to perform I/T Governance Assessments and Institutional Effectiveness Audits to provide insight into how the university can improve

John joined Capital City Technologies in early 2007 as an advisor there and the

Steve is responsible for overseeing operations of the different functional and technical service lines that we offer. For the purpose of this project we will have Rob Cardelli run point on your account because of his intimate knowledge of PeopleSoft HCM and his breadth of experience in Higher Education. Steve

t of contact and he

re everything runs smoothly. Steve has been working with Peak Performance Technologies since 2008.

Barbara Sanborn- HCM Practice Lead

has done a great deal of work in commercial and local government but has limited experience in theHigher Education market. For this reason we will allow Rob to be your main poincan work with Steve as needed to ensu



elated will most assuredly involve Barbara and she and Rob Cardelli will work together to ensure your team gets whatever they need. Barbara is a project

rian Ellis- Infrastructure Services

Barbara has over 13 years of PeopleSoft HCM experience and has been working in the consulting market for almost 25 years. Any work that is HCM r

manager and solution architect with subject matter expertise in several functional disciplines. Currently Ms. Sanborn is leading several initiatives for the Federal Government that are scheduled to wrap up in the next few weeks. Its possible Barbara could be one of your consultants if the timing is right.

Barbara has worked with many of the team at Peak Performance Technologies for over a decade and has worked with the firm since 2008.

B

ne n

utinely assists with infrastructure assessments and is he remains our focal point for all new technologies including SOA, Fusion, Cloud Computing and Software as a Service.

Brian has been working with Peak Performance Technologies since our previous company and has worked with Robert Cardelli for over a decade.

Teresa Lussier- Oracle e-Business Practice Manager

Brian has worked with Robert Cardelli for almost 12 years and the two have been close personal friends for almost 28 years. Brian will oversee any infrastructure or development initiatives and is oof the most knowledgeable PeopleSoft/Oracle technical experts in the nation. Additionally, Brian is aexpert in I/T Governance and works closely with Mr. Graham to facilitate CIO Advisory Services and ro

Teresa is a product expert with Oracles e-Business suite of applications. She has been working with these products for over 13 years and was in an executive role at Oracle Consulting. Mrs. Lussier has also served as the HRIS director for a large utility company where she managed the internal operations that supported the organization. Teresa brings a unique blend of client and consulting skills to the table and is an expert in organizational change management and project management. Any Oracle e-Business project work will be managed exclusively by Teresa and most of the consultants in her group worked for her at Oracle Corporation in the past.

Teresa has worked with the team for almost 5 years.

3. Other information that demonstrates specifically that the key personnel assigned to this contract have the skills and experience to successfully perform the duties required under the scope of work. iv. Provide an organization chart for the firm.

We provided this in an earlier section.



ope o uties, above and beyond identified key personnel.

t we have the leadership team, consulting staff and ersities around the nation assisting with all of the

We take every project personally and we would rather lose money than lose a client relationsh r reputations and when we engage with a new client we make su g is managed as effectively and cost consciously a tisfaction rating and our leadership

hours or 500 hours without any e listen to your concerns and requirements and present flexible

eeds. If we cant meet your needs we will be the first to tell you.

Provide any additional information that substantiates that the firm has other capacity or staff to perform the sc f d

Peak Performance Technologies is confident thaproven track record of working with colleges and univfactors outlined in your RFP. We are a mid-sized firm and rely on our reputation and relationships in this industry to survive. We take every project personally and our internal culture and the personalities of the leadership team are contagious.

ip. We have nothing but oure we do everything in our power to ensure everythins possible. We have maintained a 100% customer sa

team has a stellar reputation that dates back to the early 1990s.

It is important to reiterate that our firm is one of the few consulting organizations that is capable and willing to sit down with a customer and partner to help manage budgetary constraints. How many firms have you worked with that will offer as needed consultants for 5 retainers or long legal contracts? Woptions that we believe can meet your n



perience ses, and teleph bers of at least three (3) current professional client references

nder contract.

BIDDER REFERENCES (continued) ther Political Subdivision Contracts

in:

Section 7.2. Past Ex

dres one numA. Give the names, adat you currently have uth

ATTACHMENT B

Federal, State or O MCCCD is also interested in speaking with public agencies or educational institutions for whom you have provided such products and services covered here 1. Company Name: New York University Address: 627 Broadway New York, NY 10016 Phone #: 774 306 1798 Contact Pers : Project Manager) on David Tartaglia ( [email protected] Co Desc

y Provided

ble and

urchasing experience. Both had multi-currency. PeopleSoft Campus Solutions Admissions/Student Records unctional Lead. Technical Developer with Application Engines and Security expertise. Planning on plementing OBIEE and our team will be helping with the design and build of this solution.

cope of the Assignment YU is rolling out a new campus to Abu Dhabi. Peak Performance Technologies provided the global Program anager to oversee the rollout of all applications including PeopleSoft. At the same time a new implementation

f Campus Solutions for NYU was going on and we had to help manage this from the client point of view. A 3rd arty system integrator was in charge of the overall engagement. This is a multi year assignment and we are urrently scoping out HR/Payroll for 2010.

cope of the Services Your Firm Provided ee Above- Additionally, we had to build the project plan, manage the plan and provide functional and technical sources as needed to fill holes in the project team. We have been providing onsite, remote and as needed bject matter experts to help bring the total blended rates down and save money.

ntract Period: From: 009 To: PresentFebruary 2ribe Services:

T pe(S) of ResourcesProgram Management, Organizational Change Management, Infrastructure (PeopleSoft Architect to setup global environments, Oracle DBA to install RAC and create new PeopleSoft database environments. PeopleSoftFinance team lead (General Ledger, Commitment Control) and a business analyst with Accounts PayaPFim SNMopc SSresu



orgia 30322 USA 404.727.6123

s m: February 2009 To: Present

escribe Services:

ance Technologies have worked with Emory for over a decade in a variety

e

UPK and Training (Direct to Emory) izations pertaining to the version 9.0

pleSoft EPM Implementation

n the past we have helped with infrastructure, upgrades, PeopleSoft HCM upgrades, employee self service implementations, Campus Solutions upgrade and testing and project management.

2. Company Name: Emory University Address: 201 Dowman Drive, Atlanta, GePhone #: 404 713 4562 Fax #: Contact Person: Angela WilliamContract Period: FroD The leadership team at Peak Performof project. Most recently we have done the following: PeopleSoft Financials Team Leads for Asset Management and Projects (We subbed under Cedar Creston

and Huron Consulting Respectively) Team Lead for Reporting Solutions (Direct to Emory)

g Team Lead for Organizational Change Management includinInterface, Reports and Custom PeopleSoft Technical Leads for

implementation. (Direct to Emory) Project Planning and Assessments for Peo

o HCM Data Marts o Campus Solutions Data Marts o Financials Data Marts o OBIEE

I



3. Company Name: University S edical College of Georgia) Address: 1120 15th Street, APhone #: 321 43Contact Person: Dr. James Price

d Assessment) 8.9) (GL, AP, PO, AR, BI, AM). Provided functional and technical

nts along with project management. Benefits Administration Implementation (mostly remote implementation. Provided functional team lead and

do e-Benefits and Workflow)

Reimplementation of SUN Solaris environment terface development initiatives.

ystem of Georgia (Mugusta, GA 30912

2 1925

Contract Period: From: 2001 To: Present Describe Services:

f Resources Provided Type(S) o Advisory (ITIL Base Project Manager. CIO

PeopleSoft Financials Upgrade (7.5 toleads to assist with the upgrade and train the client.

PeopleSoft HCM Upgrade 7.5 to 8.8 (HR, Base Benefits, Payroll and e-Recruit) Provided functional and technical consulta

a part time technical resource to

PeopleTools Upgrades (Multiple over the last several years) EPM assessment and prototype Oracle Database Upgrade from 9 to 10. Oracle Database Upgrade from 10 to 11 Multiple Reporting and In Project Planning for Version 9.1 HCM Upgrade



(continued) tate or Other Political Subdivision Contracts

ATTACHMENT B BIDDER REFERENCES

Federal, S

MCCCD is also interested in speaking with public agencies or educational institutions for whom you have provided such products and services covered herein:

. Company Name: Weld County Colorado 1Address: 915 10th Street Greeley, CO 80632 Phone

Peak Performance

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