*Candidate Name: *
*Due Date: 8/1/16; 8:00PM*
*PLEASE NOTE: WMATA limits subcontracting to one (1) level. No
subcontractor can subcontract further.*
*Assignment Number: TOG1-RFQ040-PR37419*
*Agency: Washington Metropolitan Area Transit Authority*
*Assignment (Project) Name: Program Management Operations (PMO)*
*Work Location: Washington, DC*
*Scheduled Work Hours: 8 hour work day (not including unpaid
lunch hour) *
*Assignment Start/End Date: Immediate opening*
*Total Estimated Assignment Hours: 480 Hours*
*Posting Title Business Analyst-Senior Level*
*SCOPE OF SERVICES *
*Objective & Scope*:
WMATA’s Office of Management and Budget Services (OMBS) is beginning the
process of preparing for the replacement of their current financial
planning or Enterprise Performance Management solution with Oracle’s
Hyperion EPM solution set. WMATA is currently using PeopleSoft’s EPM
module v9.1; however, Oracle is planning on sun-setting support for the
current PeopleSoft version of EPM in 2018. The Hyperion solution offers
the organization a greater amount of planning flexibility in their core
planning/budgeting tool offering as well as additional modules and
functionality which allows for possible future solution expansion. WMATA’s
scope for their planning solution includes the capabilities of formulating
budget and forecasting activity for both operating and capital activities.
Capital planning requires program and project level activities; whereas,
operating planning is performed at the department mode and account level,
inclusive of position budgeting. Additionally, WMATA’s desire is the
utilization of Hyperion at the enterprise level for financial reporting
with detailed analytical capability at the transactional level.
WMATA is seeking a well-rounded, experienced business analyst who has
practical planning, analysis and EPM implementation experience to lead the
preliminary project and Procurement activities. Specifically the tasks
entail the gathering of requirements, completion of all required
Procurement documentation, evaluation criteria and supporting information
as well as the completion of a comprehensive SoW to select an integrator to
implement the solution.
WMATA’s planning process is based on three main operating modes or
divisions encompassing Rail, Bus and Paratransit and related supporting
activities as well as overhead type department – Finance, HCM, Legal, etc.
The budget is formulated at a granular level which can span across over 200
accounts for over 400 budget/cost center types of dimensions. There are
requirements for the integration of HCM position data to assist in
formulating the labor budgets at a more accurate, realistic and
reconcilable level. Planning is also performed at the capital program and
project level therefore, the requirements and solution design must satisfy
this need. Annually there are over (x) programs comprised of over 200
capital projects, which in some cases can span multiple years. The capital
programs and projects are sourced from grants which can be Federal or based
on the 8 different jurisdictions which WMATA operates in.
*Responsibilities, Required Skills, Abilities and Experience*
*Specific Project Responsibilities*
- The documentation of detailed functional planning and forecasting
requirements gathered from all WMATA divisions and departments.
- Requirements should be “testable” to ensure they are valid,
appropriate, organized and measurable in a traceability matrix.
- A detailed capture of requirements to support an enterprise approach
to reporting and analytical data needs of the organization
- Marketplace research for applicable bidders/integrators to perform the
implementation work
- The production of a comprehensive Statement of Work incorporating the
articulation of WMATA’s needs, such as;
- Listing company generic background information and project intent
- Development and incorporation of specific bidder criteria used to
filter/eliminate unqualified bidding firms
- Definition of project scope
- Listing of standard project management planning approach
requirements, such as project plan, change management plan, testing plan,
etc.,
- Segregation of requirements by OMBS area as well as the development
of a requirements traceability matrix
- Listing of reporting and analytical requirements by functional area
- Integration of HCM position information as it relates to the
planning process
- Listing of technical specifications inclusive of hardware needs,
integration/interfacing and data storage
- Completion of a technical architectural diagram depicting the
technical landscape with integration activities
- Data conversion/cleansing approach
- The creation of functional system testing criteria and use cases
- The completion of all required Procurement documentation supporting
the RFP process inclusive of
- RFP written evaluation response templates
- Coordination of oral demonstration/presentations and evaluation
criteria scoring sheet
- Consolidated scoring template needed to determine the winning vendor
*SPECIAL REQUIREMENTS *
Responsibilities may require working some evenings and weekends, sometimes
with little advance notice.
*THE FOLLOWING EXPERIENCE IS MANDATORY:*
*Mandatory Skill/Expertise*
*Actual # Years & Months Experience*
*Dates*
*From through*
*Where*
*Employed*
Possess experience in development and management of annual budget and
multi-year capital and operating programs.
Practical experience in organizing, leading, coordinating personnel and
activities in the budget development, execution and/or monitoring process.
Experience in aspects of financial reporting and analysis
Preferable experience or knowledge in jurisdictional allocations, grants
management and revenue forecasting
Prior coordination, experience or knowledge in the development and
evaluation of revenue and ridership forecasts and economic analysis in
support of budget development
Understanding of best practices as it relates to planning systems and
solutions to assist in gathering and refining requirements
At minimum 5 years of practical business planning experience. We’ll versed
in Public Sector planning processes and understanding of the rules around
the “segregation of funding or the color of funds”
Experience in documenting requirements at large $1B plus companies
Participated at minimum in 2 full EPM solution implementation cycles for
similar sized companies
Demonstrated knowledge of principles and practices of revenue forecasting,
economic principles, budgeting, financial management, program analysis
Thorough knowledge of principles, practices and application of budget
formulation and administration, knowledge of GAAP
Preferable experience with grants management, capital program budget and
program evaluation
Ability to develop and analyze quantitative data and proven analytical
skills
EPM implementation experience
Experience in gathering requirements, performing
*Candidate References Form*
*Provide two references for each proposed candidate*
*Candidate’s Name: __________________________________*
*Assignment Number: TOG1-RFQ040-PR37419*
*1. Name of Reference *
*Company*
*Phone Number*
*Email*
*Description of candidate’s responsibilities and relationship to reference*
*SHADED AREA FOR CITY USE ONLY*
Reference checked by:
Date reference checked:
Notes:
*2. Name of Reference *
*Company*
*Phone Number*
*Email*
*Description of candidate’s responsibilities and relationship to reference*
*SHADED AREA FOR CITY USE ONLY*
Reference checked by:
Date reference checked:
--
Thanks and Regards,
*PAUL*
Marketing Manager
*Global Systems LLC* | IT Consulting |Staffing | BPO
*Office:* 214-390-7324 | *Fax:* 214- 975-1222 |
*Email:* [email protected] <[email protected]>, *Web:*
www.globalsyst.com
*Skype id* - paul75038 | *Yahoo IM* - paul_75038 |
*Certified Woman-Owned (WBE) & Minority Business Enterprise (MBE)*
*We are very committed. If you are unable to reach me, please contact
240-382-3356.*
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