C.3.1 CONTRACTOR’S KEY PROJECT STAFF
The Contractor shall provide as its key staff: a Project Manager, Application Architect, Training Lead, Technical Lead, Test Lead, Conversion Lead, and other staff as required. Project Manager who has managed at least three projects similar in scope to the MITS project, and who shall be assigned to the project full-time. Similar in scope is defined as being of a similar magnitude to the replacement of an integrated tax system or other legacy tax system with a modernized integrated tax system.
Duties: Performs day-to-day management of the MITS project, identifies issues and risks, and recommends possible issue and risk mitigation strategies associated with the project. Develops and maintains a project plan with tasks, staff assignments, timelines, dependencies and durations. Is responsible for ensuring that work performed is within scope, consistent with requirements and delivered on time and within budget. Monitors issues, facilitates issue resolution and provides up-to-date status reports. Demonstrates excellent writing and oral communication skills.
Education: Bachelor’s Degree from an accredited college or university.
Certification: Project management certification from a recognized organization, such as PMI. Experience: At least five (5) years’ experience managing IT projects similar in size and scope to the MITS project, and experience in a leadership position on at least three projects for the MITS product used for the Contract that were delivered on time and within budget. The District views the MITS solution as one cohesive product; therefore, the experience shall be related to an integrated tax solution.
Application Architect/Software Package Consultant Lead who is an expert in the technical and design architecture of the MITS COTS product used for the Contract, and is assigned to the project full-time.
Duties: Leads the effort in providing technical architecture and design recommendations based on extensive IT knowledge as well as experience in deploying and tuning the products constituting the MITS solution. Works with the Application Analyst(s) to configure the MITS application; and assists in design and development of customizations; testing and implementing the system.
Education: Bachelor’s Degree from an accredited college or university in Computer Science, Information Systems or other related field.
Experience: At least four (4) years of experience as an architecture analyst on IT projects similar in size and scope as the MITS project, and a minimum of two (2) years experience implementing the integrated tax COTS product(s) used for the Contract and is experienced in COTS configurations.
Technical Lead/Analyst who shall be an expert in the technical operation of the MITS COTS product used for this Contract.
Duties: Leads the effort in providing technical recommendations based on extensive IT knowledge as well as experience in deploying and tuning the products constituting the MITS solution. Designs and develops customizations; performs performance and stress testing (with Test Lead), and implements system. Ensures integration of the MITS application with OTR’s existing infrastructure.
Education: Bachelor’s Degree from an accredited college or university in Computer Science, Information Systems or other related field.
Experience: At least four (4) years of experience as a technical expert on IT projects similar in size and scope as the MITS project, and a minimum of two (2) years experience implementing the COTS product(s) used for this Contract.
Test Lead who shall be assigned to the implementation of the MITS project and who is an expert in the testing of the MITS COTS product used for this Contract.
Duties: Leads the effort in writing the test plan, tests customizations, writes and executes system test scripts, works with the Technical Lead in Performance testing, training and assisting the District in UAT testing, and performing production testing.
Education: Bachelor’s Degree from an accredited college or university in Computer Science, Information Systems or other related field.
Experience: At least four (4) years of experience as a testing expert on IT projects similar in size and scope as the MITS project, and a minimum of two (2) years experience testing the MITS COTS product used for this Contract.
Data Conversion Lead who shall be an expert in the conversion of legacy data into the MITS COTS product used for this Contract.
Duties: Leads the effort in planning the data conversion, working with the District in mapping the legacy data to the COTS product, performs the mock conversions, tests the data in the data conversion, reports on the trial conversion results, and performs the final conversion.
Education: Bachelor’s Degree from an accredited college or university in Computer Science, Information Systems or other related field.
Experience: At least four (4) years of experience as a data conversion expert on IT projects similar in size and scope as the MITS project, and a minimum of two (2) years experience performing data conversion for the MITS COTS product used for this Contract.
Training Lead who is an expert in planning and executing training of the MITS COTS product used for this Contract.
Duties: Leads the effort in planning and executing the training for the MITS solution and is also responsible for creating up-to-date training documentation materials.
Education: Bachelor’s Degree from an accredited college or university
Experience: At least four (4) years of experience as a training expert on IT projects similar in size and scope as the MITS project, and a minimum of two (2) years experience training on COTS product(s) used for this Contract.
At least one Integrated Tax Subject Matter Expert (SME) who is an expert in the functionality provided by the Contractor’s solution and in migrating existing tax operations and staff to the new solutions.
Duties: Provides an in depth understanding of the functionality provided by the products used in this Contract. Assists the team in leveraging the new functionality to accommodate existing business functions and developing a migration strategy for configuring and transitioning from current operations to the new system.
Experience: At least five (5) years of experience in integrated tax systems, and a minimum of two (2) years’ experience serving as an SME with the Contractor’s product.
C.3.2 CONTRACTOR PERSONNEL
All Contractor personnel shall be available during OTR’s normal work days (Monday through Friday, excluding District holidays) and normal hours of operation. The Contractor’s Project Manager shall notify the COTR of key staff’s extended leave and telework requests, which shall be coordinated with and approved by the COTR. The Contractor’s key project staff shall be required to work on site during the following phases, and as required:
Requirements, development of an operations migration strategy and plan; Design walk-throughs of customizations/configurations; and,
System and performance testing, training, and installation;
All Contractor personnel working on-site at OTR offices may utilize OTR provided workstation computer equipment to manage and implement the MITS solution. OTR will configure the workstations with the operating system, email and MS Office 2007 or Microsoft Project Server 2010 provided by the District.
The Contractor shall provide, install and configure software specific to the implementation and maintenance of the MITS solution.