a milestone utility services, inc. proposal rfp 7486

A Milestone Utility Services, Inc. Proposal

RFP 7486 Utility Customer Information System Consulting

City of Fort Collins

April 3, 2013

April 3, 2013


Milestone Utility Services, Inc. Confidential and Proprietary

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April, 3, 2013

Mr. James B. O’Neill II Director of Purchasing & Risk Management City of Fort Collins 215 North Mason Street, 2

nd Floor

Fort Collins, Colorado 80524 Re: RFP 7486 Utility Customer Information System Consulting Dear Mr. O’Neill,

Milestone Utility Services, Inc. is pleased to submit our proposal to provide Utility Customer Information System Consulting services for the Ventyx CIS (Banner/Customer Suite) product. Milestone is able to offer various technical services required, as well as functional support. Our unique understanding of Ventyx CIS and the day-to-day opportunities and challenges of the utility environment, along with the constantly changing face of technology and business requirements makes Milestone Utility Services, Inc. the right partnership with City of Fort Collins and the right choice for Professional Consulting Services to provide technical services to support Banner/Customer Suite 4.1 and the eventual upgrade; the Oracle upgrade to 11g; and the upgrade from Oracle Application Server to Web Logic.

Milestone Utility Services, Inc. (MUSI) has become the most well-known and respected name in the Ventyx Banner/Customer Suite CIS consulting business over the past 11 years. As the Utility market grows and changes, Milestone has grown and expanded its services. Milestone has partnered with companies like Oracle and SAP, offering professional services and support for Oracle’s CIS, Customer Care & Billing; and SAP’s CIS solution, Customer Relationship Management and Billing (CRM&B). Milestone offers a full range of services from, Project Management Office, System Integration, Data Conversions to the designing and development of integrations and interfaces. From DBAs to Quality Assurance resources, and Rate Analyst, Milestone can provide the expertise needed by the City of Fort Collins and the Utility and Energy industry. Milestone’s quality of work and team of experts has resulted in long-term relationships with Ventyx Banner/Customer Suite CIS users such as ONEOK Energy, Vectren Energy and other CIS users.

Milestone is pleased to provide a strong team of technical resources who are uniquely chosen based on their experience consulting, implementing, and operating utility industry applications. Our projected resource team is one that, we feel, realizes the importance of City of Fort Collins’s business requirements, budget, timeline, and existing operations. Each member of our team has a decade or more experience on the Ventyx Banner/Customer Suite Customer Information System applications and is distinguished in the ability to remember that City of Fort Collins has a daily business of bringing reliable utility services to their operating territory in addition to upgrading the software and technology that supports that business.

In accordance with the guidance and information you have provided:

This offer is made on behalf of: Milestone Utility Services, Inc. 11830 NW 4th Street Plantation, Florida 33325 The designated Primary Point of Contact for this bid is:

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Linda Lee Lukas Business Development Milestone Utility Services, Inc 803-960-1487 [email protected] Milestone’s Authorized Agent for this offer is: Ram Kasarla President and CEO This offer will remain valid until August 1, 2013.

Milestone would like to be considered as your solution provider and trusted advisors for the ongoing Consulting Services related to the maintenance and support of Banner/Customer Suite, and the eventual upgrades. Milestone is committed to the success of your business and will work hard to ensure that all project srun smoothly and that all parties feel that their thoughts and methods were respected throughout the process. When your business succeeds, we succeed, and that guiding principle makes us the best at our business. Our team welcomes the opportunity to discuss our proposal with you and your team.

Respectfully,

Ram Kasarla President & CEO

mailto:[email protected]

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Table of Contents

Section 1: Executive Summary .............................................................................................. 6

Why Milestone ........................................................................................................................ 7

Section 2: General Information ............................................................................................. 9

Organization ............................................................................................................................ 9 Partner Biographies ............................................................................................................... 10 Services Portfolio .................................................................................................................. 11 Proven Track Record and Client Base .................................................................................. 12

Section 3: General Description of Required Work ................................................................ 13

SQL Plus ............................................................................................................................... 14 Access Database Programming, reporting, and ODBC connectivity to Oracle databases ... 15 Interfaces between smart meter infrastructure and a customer information system. ............ 15 Service oriented architecture, NextAxiom preferred ............................................................ 16

UNIX operating system ........................................................................................................ 16 Perl ........................................................................................................................................ 17

XSLT, XFORMS .................................................................................................................. 17 Browser application design and troubleshooting .................................................................. 18 Knowledge of Ventyx Archive-Purge installation (would be helpful) ................................. 18

Section 4: Scope of Work Experience .................................................................................. 24

Customize Java Server Pages................................................................................................ 25

Customize Oracle Portal “portlets” relating to Ventyx CIS ................................................. 25

Customize Oracle 10g or 11g Forms and Reports ................................................................ 26

Advise on and Troubleshoot configuration of Oracle Application Server and Web Logic .. 26 Troubleshoot Oracle Messages ............................................................................................. 29

Troubleshoot Ventyx CIS 4.x and successive versions, both functionality and data ........... 29 Implement a Ventyx CIS upgrade......................................................................................... 30 Write PL SQL queries and scripts ........................................................................................ 30

Configure Ventyx “user exits” .............................................................................................. 31 Design and program small applications that deliver data to or distribute data from CIS ..... 31

Alter or create icons .............................................................................................................. 32 Document all edits and changes ............................................................................................ 32 How Milestone Assists Ventyx Banner/Customer Suite CIS Customers ............................. 33

Section 5: References ......................................................................................................... 41

Section 6: Customer Support and Rates .............................................................................. 43

Contacts and Procedures ....................................................................................................... 43

Level of Support for Defects, Error Corrections, and Production Issues ............................. 44 Priority Support ..................................................................................................................... 44 Service Requests for Enhancements, Modifications, and Upgrades..................................... 45 Assumptions:......................................................................................................................... 45

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Rates and On-Site Reimbursable Expenses .......................................................................... 46 Travel Expenses .................................................................................................................... 47

Section 7: Milestone Team Resumes .................................................................................... 48

Resume: Ram Kasarla, Principal Architect Consultant ........................................................ 49 Resume: Periasamy Chithan, Principal Technical Consultant .............................................. 54 Resume: Joshy Plakal, Principal Technical Consultant ........................................................ 57 Resume: Giridhar Madhavareddy, Senior Oracle DBA ....................................................... 63 Resume: Anil Kumar Mittamidi, Technical Consultant ....................................................... 67

Resume: Dwayne Bishop, Project Manager ......................................................................... 74 Resume: Edith Mercado, Principal Consultant ..................................................................... 76 Resume: Frank Anderson, Principal Consultant ................................................................... 80

Resume: Katherine Jeffrey, Consultant ................................................................................ 84 Resume: Brian Menard, Consultant ...................................................................................... 87 Resume: XSLT / XForms Developer .................................................................................... 91

Resume: NextAxiom Developer ......................................................................................... 102

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Section 1: Executive Summary This proposal was prepared at the request of City of Fort Collins RFP 7486 to provide consulting services for the Ventyx Banner/Customer Suite CIS utility billing application. Milestone has been providing maintenance and support for the Ventyx CIS with technical and functional consulting services to many of the original Banner customers since 2002, when Milestone was established. Milestone is proud to say that 100% of our customers are satisfied and loyal. Our knowledge and expertise on the Ventyx Banner/Customer Suite CIS application and supporting technologies are unmatched by any consulting service in this space. Platte River Power Authority, PRPA, licenses and operates Ventyx’s Customer Information System for City of Fort Collins and City of Longmont. Hardware is shared, but each City has separate production and test instances. PRPA provides system and database administration, some application development, and implements upgrades. Fort Collins has a small IT staff that supports their instance, designs small enhancements and applications, and troubleshoots user issues. As workload grows, Fort Collins needs additional development resources and assistance during peak workload seasons. Fort Collins anticipates upgrading their instance from Oracle 10g to Oracle 11g and from Oracle Application Server to Web Logic within a few months in anticipation of an upgrade of Ventyx CIS to the current version, most likely 4.4. Fort Collins is currently in the latter half of a project to install automated meter reading throughout the city and has programmed the interface between its instance of CIS and its meter data management system using NextAxiom, a service oriented architecture product. Milestone Utility Services is pleased to present this Proposal for consulting services based on the general requirements and specifications outlined in the Request for Proposal. Our goal is to always meet the ongoing support needs of City of Fort Collins with the most cost effective approach and plan. Milestone consultants have worked with Platte River Power Authority, PRPA; both at City of Longmont and City of Fort Collins. Milestone worked closely with City of Longmont for over a year helping with the upgrade project to Banner/Customer Suite 4.2.1. Milestone’s team worked closely with the Utility Billing Manager, Melva Douglas and her staff, to reduce the number of customizations and change business practices so that Longmont could take advantage of the updated functionality that the latest version provided; this in an effort to keep them closer to a current base system. We have an established relationship with the shared DBA; and the IT staff. Milestone understands that although the IT staff is small, they are knowledgeable in their areas of expertise; able to design small enhancements and applications, and troubleshoot user issues. However, there are times when City of Fort Collins requires assistance for troubleshooting problems, adding customizations, designing small enhancements, etc., when the workload grows; Milestone can provide the necessary staff augmentation and services to meet those needs. Milestone treats all projects and service requests with urgency, knowing that all related questions are due a timely response; and consultants can be called on to consult on demand. As you will see in the descriptions of projects supporting the Scope of Work later in the proposal, Milestone has proven technical expertise and skills that demonstrate effectiveness and results in Oracle,

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SQL Plus, Java, smart meter interfaces with Ventyx CIS, service oriented architecture, UNIX, Perl, XSLT, XForms, Ventyx Archive –Purge, Browser application design and troubleshooting, etc. Milestone’s depth of knowledge and expertise on the Ventyx CIS 4.x data architecture, processes , new release upgrades and merging custom code to base code is unmatched by any consulting company in the industry.

Why Milestone

• The Right Company – Milestone Utility Services, Inc. is focused on the utility industry and has been servicing and developing solutions for the utility industry for over 11 years and many of the employees have more than 15 years of experience with Ventyx Banner/Customer Suite CIS. When modifying, upgrading, or implementing mission critical systems, proven implementation success and risk mitigation are paramount. MUSI has implemented interface solutions, performed many interface projects, integrations, and upgrades at numerous energy and utility companies, such as ONEOK Energy and City of Longmont, Co. Milestone has the experience necessary to deliver success.

• The Right Solution – Milestone’s consulting services solutions are built for the utility industry. Milestone’s proposal provides the support services required to keep Ventyx Banner/Customer Suite CIS functioning, resulting in many utilities extending the life of their CIS (Banner) and saving significant costs in the process.

• The Right Team – Milestone is pleased to provide a strong team of resources who are uniquely chosen based on their experience consulting, implementing, and operating utility industry applications. Our projected resource team is one that, we feel, realizes the criticality of the success of all projects and daily operations, as well as the importance of City of Fort Collin’s budget, timeline, and existing operations. Each member of our team has a decade or more experience on Customer Information System applications and is distinguished in the ability to remember that City of Fort Collins has a daily business of bringing reliable utility services to their operating territory in addition to upgrading and integrating new functionality and technologies that supports that business. Milestone has the proven technical and functional Ventyx CIS experience, in depth utility industry knowledge, and Oracle expertise to successfully lead your team in any project.

The Right Methodology – Milestone will leverage our proven consulting services project methodology. Our methodology mitigates risk by utilizing best practices and outcomes through knowledge gained from following the same processes over and over again and gauging the results.

Market Share, Integrity, and Customer Satisfaction -- Milestone Utility Services, Inc. is proud to be celebrating eleven years in business and continuing to grow. We attribute our growth and success to our customers continued loyalty and the expertise of our employees in the utility CIS market. MUSI has successfully completed full scale utility CIS implementations along with numerous targeted project implementations and 4.x upgrades; and Oracle technology upgrades. All with 100% client satisfaction.

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Customer Suite Product and Industry Knowledge and Expertise -- Milestone Utility Services, Inc. prevails as the professional services provider to a majority of the original Banner customers. Many of these original CIS customers have turned to Milestone Utility Services, Inc. to provide not only technical and functional services, but also ongoing maintenance support. Milestone’s product knowledge and expertise remains current through the services supported and provided to these customers through upgrade services, resolving defects and providing corrections, developing modifications, and enhancements; and designing interface solutions. MUSI’s industry knowledge grows as our customers engage our expertise on projects such as meter projects, rate modifications, service order dispatch enhancements, multi streaming long running batch jobs, and technology upgrades.

Value and Flexibility – Milestone Utility Services, Inc. provides a low risk, low cost option with the highest quality professional resources. Our consultants average over 20 years of utility industry knowledge and are recognized by our customers as superior and award winning consultants that are integral to their success. We, at Milestone, understand that all customers are not alike, nor have the same needs. Therefore, MUSI works closely with all customers to provide creative options to get the best results to meet the needs. MUSI has developed a reputation that keeps customers loyal.

At Milestone, we define success more broadly than simply the delivery of services and implementation of software. It is our mission that our customers obtain their business and performance goals. To that end, we are committed to working with City of Fort Collins and their teams to successfully achieve desired business goals.

It is our belief that Milestone Utility Services can provide City of Fort Collins with a variety of services in support of this effort. We have expert functional, technical, and utility and energy industry knowledge that insures a smooth and successful low cost approach to CIS consulting services.

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Section 2: General Information

Organization

Minority Owned: Milestone Utility Services, Inc. is Florida based corporation, certified Minority Owned Business (MBE), and privately held by three partners. The company has no debt, a solid revenue base, and no litigation. Founded in 2002, by Ram Kasarla, Milestone has grown with partners, Edith Mercado and Frank Anderson, to a company with over 60 consultants averaging 20 years of utility and software industry experience. Milestone Utility Services, Inc. (MUSI) is a successful and specialized consulting firm providing strategy, solution delivery, conversions, and application maintenance services to organizations in the Utility and Energy industries, and more specifically serving the end-to-end solution needs around the utilities’ CIS – the vital revenue and customer service division. Milestone is very proud that all direct clients are 100% satisfied and have remained with Milestone. Milestone Utility Services, Inc. (MUSI) has become the most well-known and respected name in the Ventyx Customer Suite consulting business. Milestone and their staff have been engaged with 25 Utilities and performed over 60 CIS related projects and 15 Banner implementations in 16 states. As the Utility market grows and changes, Milestone has grown and expanded its services. Milestone has partnered with companies like Oracle and SAP, offering professional services and support for Oracle’s

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CIS, Customer Care & Billing; and SAP’s CIS solution, Customer Relationship Management and Billing (CRM&B). Milestone offers a full range of services from, Project Management Office, System Integration, Data Conversions to the designing and development of integrations and interfaces. From DBAs to Quality Assurance resources, and Rate Analyst, Milestone can provide the expertise needed by the Utility and Energy industry. Milestone’s quality of work and team of experts has resulted in long-term relationships with Ventyx Banner/Customer Suite users such as ONEOK Energy, Vectren Energy and other CIS users.

Partner Biographies

Ram Kasarla, President and CEO, is a founder of Milestone. He has over 17 years of energy, utility, technology, business operations, and entrepreneurial experience. Prior to forming Milestone Utility Services, Ram worked as a Technical Architect at SCT (now Ventyx, ABB) in their utility industry division. Additionally, Ram worked in IBM Global Solutions as a Technical Architect implementing Customer Information Systems. In 2002, Ram started Milestone. Ram has worked as a Technical Consultant on two major Banner implementations, Vectren and ONEOK. Ram received an MVP (Most Valuable Player) award for his role in the Vectren Banner Implementation. Ram has a B.S. in Computer Science Engineering. Edith Mercado, CFO, joined Milestone as a partner in 2005. Edith has 20 years of energy, utility, and business operations experience. Prior to joining MUSI, she worked as a Principal Consultant at SCT (now Ventyx, ABB), in their utility industry division. While there she developed functional solutions incorporated into the baseline CIS software and developed requirements and functional design documents for customized software applications. In addition, she provided on-site support for software testing, general implementation, and post go-live production support. She also performed client assessments related to go live readiness, migrations and financial reassurance. She has worked with many utility clients on the business process re-engineering required to effectively utilize a new CIS system. Edith has participated in CIS software implementation for approximately 20 utilities that provide some combination of electric, gas, water, sewer, and solid waste. In addition, prior to joining SCT, Edith worked for Orlando Utility Commission (OUC), an electric and water utility where she was a member of the project implementation team, who was responsible for replacing a 30 year old CIS system. Edith has a B.S. in Mathematics from The Catholic University of Puerto Rico. Frank Anderson, CBDO, joined Milestone in February of 2006. He has over 15 years of energy and utility experience and has worked with over 18 different energy and utility companies on software implementation projects. Prior to joining MUSI, Frank worked for IBM as a business consultant. While working for IBM, he worked as a team lead for a work management / ERP integrated solution for a large electric and gas utility. Before working with IBM, Frank worked for SCT (now Ventyx, ABB) in their utility industry division from July of 1997 to January of 2005 as a functional consultant. Frank worked in various capacities including functional lead, testing lead, functional consultant, and testing consultant on Electric, Gas, and Water/Sewer client sites implementing Customer Information Systems (CIS). Frank lives in Charleston, SC and has a B.A. degree in Business Administration from The Citadel.

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Services Portfolio

Milestone Utility Services, Inc. is a leading utility services solutions provider offering advisory and professional services to address the most critical needs of utility and energy companies including:

Customer Information System upgrades and implementations of: o Ventyx CIS Banner/Customer Suite 4.x o Oracle App Server, Database, & Fusion Middleware Technology Upgrades o Oracle’s Customer Care & Billing o SAP’s Utility CIS Software, Customer Relationship Management and Billing (CRM&B)

Functional Expertise for: o PMO & Project Management o Change Management & System Integration o Business Analysis o Training o Testing & Quality Assurance

Technical and Functional Support Services o System Software and Operational Support

Triage support for daily operations Defect Process Management DBA

Technical Expertise for: o Data Conversion o Oracle technology upgrades for Fusion Middleware and/or Forms upgrades o Oracle application and Database server installation and configuration o Developing custom interfaces and building reports o Developing Disaster Recovery Solutions o Developing Efficient backup Procedures

Process Improvement: o Change Management and Business Process Training o Functional and technical analysis of systems to improve efficiency

Maintenance Service Plans Options: o Annual plans designed to meet the customer’s needs

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Proven Track Record and Client Base

Milestone Utility Services continues to grow our customer base and expand services to more than 25 customers in the western hemisphere, including industry leaders such as:

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Section 3: General Description of Required Work Fort Collins Utilities is interested in creating a partnership with a qualified company that can provide consulting on Oracle and the Ventyx Customer Information System version 4.x, its successive versions, and supporting technologies.

MUSI Response: Milestone values opportunities to partner with utilities using Ventyx Banner/Customer Suite CIS and Oracle, as well as the other supporting technologies. Milestone serves over 25 of the original Banner customers with various services. Our functional and technical consultants have in depth knowledge and expertise in both the utility industry and with the Ventyx Banner/Customer Suite CIS billing application. Milestone desires and will strive to become a long-term trusted strategic consulting partner that Fort Collins will depend on with confidence. MUSI treats customer requests with urgency and the work will be done in a timely manner, always communicating and documenting updates appropriately. MUSI’s success has grown since 2002 with loyal customers like City of Fort Collins, who demand a higher quality of support and expertise with consulting services related to the Ventyx CIS Banner/Customer Suite, Oracle, and other related technologies. Milestone Utility Services, Inc. has become the most well-known and respected name in the Ventyx Banner/Customer Suite consulting business. Milestone and their staff have been engaged with over 25 Utilities and performed over 60 Oracle and CIS related projects and 15 Banner implementations in 16 states. Also, as the billing application becomes a legacy system many customers find Milestone has the ability to extend the life of the Ventyx Banner/Customer Suite CIS application. Milestone, as City of Fort Collins trusted advisor, will assist with the strategic planning for the eventual replacement. To assist our Ventyx Banner/Customer Suite customers with the transition, Milestone has partnered with leaders in utility and energy CIS billing applications such as, Oracle Customer Care & Billing, SAP’s Customer Relationship Management & Billing, as well as many of the Harris CIS products. Milestone’s vast utility and Ventyx Banner/Customer Suite CIS knowledge gives us the ability to work in several capacities on new implementations, such as data conversion specialists, Project Management Oversight, System Integration; or simply staff augmentation on a new implementation.

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The consultant must have demonstrated expertise with:

Oracle 10g and 11g databases, Forms, and Reports

Oracle 10g application server

Oracle Web Logic

Oracle portal services

SQL Plus

Access database programming, reporting, and ODBC connectivity to Oracle databases

Ventyx Customer Information System version 4.x data architecture, processes, upgrading, and merges of custom code into base code

Java

Interfaces between smart meter infrastructure and a customer information system

Service oriented architecture; NextAxiom preferred

UNIX operating system

Perl

XSLT

XForms

Browser application design and troubleshooting

Knowledge of Ventyx archive-purge installation would be very helpful

MUSI Response: MUSI has responded to the items listed in the detailed Scope of Work that identifies the services that will likely be requested in Section 4. In addition, Milestone has demonstrated expertise with the following:

SQL Plus

Project Description

All All of Milestone’s current clients are using some form of ORACLE Database, and all technical and functional resources use SQL Plus, Toad, or SQL Developer on a daily basis to create ad hoc queries for data mining, issue triaging, and viewing

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Project Description

data in the database tables. Developers may use this tool for developing update scripts and running scripts in the back ground. Typically, SQL Developer or TOAD are used to develop extensive scripts and database objects.

Access Database Programming, reporting, and ODBC connectivity to Oracle databases

Project Description

ONEOK MUSI has developed a Mass Rate Load Process for Cost of Gas rates which change every month. The Rates Department enters the new rates in an Excel spread sheet and MUSI developed an interface using ODBC Connectivity to load the Data into Oracle staging tables within the Banner Database and once the user reviews the data, the user can approve these rates and the new rates are populated into Banner rate tables.

MUSI has developed an interface between access database Banner Database. Interface will load the meter data information specific to a meter type and kind into Access database using ODBC Connectivity.

Interfaces between smart meter infrastructure and a customer information system.

Project Description

NV Energy Milestone was the Banner vendor for NVEnergy's Advanced Service Delivery project. This project was replacing the majority of NVEnergy's meters with AMR/AMI capable meters. NVEnergy chose the ITRON Enterprise Edition for the MDM vendor and SOA Enterprise Integration Framework (SEIF) as the Middleware vendor. MUSI provided the project with the overall project functional architect. In addition to playing a critical role designing the overall solution; MUSI developed several complicated interfaces and enhancements in support of NVEnergy's requirements: - Upload register readings from the RNI - Two way interface with the MDM for Billing Determinant Information from the MDM - Modified all Banner meter readings forms & processes to allow entry of time and date - Developed exception processing

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Project Description

- Modified UBAMBCA and UBAQUCK for billing requests on the MDM - Not Prorate readings from the MDM or RNI - Remotely Connect / Disconnect services for AMR Meters. Additionally, MUSI augmented NVEnergy's staff with tester and test leads during the different phases of the project. MUSI provided and continues to provide production support and enhancements to the functionality delivered during the ASD project. In addition to the ASD project with NVEnergy, MUSI has worked on AMR projects with ONEOK and City of Charlotte where remote reading / communication devices were installed and maintained on meters. These devices are captured in Banner and sent down to the Meter Reading software (ITRON MVRS in both cases). As the communication devices were removed or replaced, these updates are uploaded back to Banner and updated on the meter record.

Service oriented architecture, NextAxiom preferred

Project Description

ONEOK ONEOK uses TIBCO as a Middleware between Banner and almost all other internal and external interfaces. TIBCO uses SOA development method to construct messages and move files from server to server. Interfaces include Service Order Dispatch and Scheduling, Collection Agency, Payments, etc. MUSI has provided ONEOK with resources for developing and upgrading the TIBCO installation.

UNIX operating system

Project Description

All Clients Most MUSI’s Banner / Customer Suite clients are running the software on a Unix /Linux operating system. MUSI technical resources have extensive knowledge of Unix operating system.

MUSI has developed shell scripts monitor disk space and mass compile Banner objects. MUSI has developed automated shell scripts to start and stop sleepwake programs and kick off Oracle reports within the Banner Job scheduler. MUSI has created complex shell scripts to kick off Database backup and developed various

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Project Description

shell scripts to ftp data files to different locations based on the filename and process name

MUSI has set up the Banner environment on Unix platform and modified MakeFiles to compile C and COBOL objects.

MUSI has migrated Banner from Unix to Linux OS. MUSI has migrated Banner COBOL Programs from MicroFocus COBOL to IBM AIX COBOL.

Perl

Project Description

Atmos Energy MUSI technical resources have programmed and are proficient in the Perl Programming Language.

MUSI technical resources used the PERL programming language while working with Atmos Energy on the Cash Reconciliation project. The main objective of the Cash Reconciliation System is to provide improved and more accountable matching between payments posted to the CIS System, deposits made to the Atmos bank account and amounts shown on monthly bank statements. Cash reconciliation of payments, deposits and bank statements will occur at the individual transactions level by using transaction identification numbers and unique deposit identifiers. A Perl process was developed by MUSI technical resources to reconcile cash payments made from all external, real time vendors with the treasury system deposit numbers and deposit amounts. Additionally, MUSI developed and tuned data-mart reports written in PERL. The purpose of the data mart was to load data from the Treasury Management System funding amounts, CIS, and Daily Deposit Files so that it could all be reviewed in a single front end display (via a Web Application).

XSLT, XFORMS

Project Description

No MUSI customer service request to date.

This skill set can be provided to the City of Fort Collins to support their service requests.

Attached is a sample resume of a developer who has worked to develop complex Reports using this programming language. Specifically, a report was developed

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Project Description

where data is designed in XML and is extracted from an Oracle database using Java Beans. XSLT and XSL-FO (formatting objects) changing the XML report data into PDF format. An additional complex scientific report was developed using XML, XSLT and Java Beans. This work was performed in a Non-Utility sector.

Browser application design and troubleshooting

Project Description

NV Energy, Vectren, ONEOK, Atmos

MUSI has helped customers in various ways with Customer Web services.

MUSI has designed and built interfaces that communicate information between client developed customer self-service websites and the Ventyx Banner/Customer Suite database. This includes developing API's to provide the web site with information regarding the customer’s account, as well as performing updates such as creating payment arrangements, setting up Bank Drafts, creating Phone Checks.

MUSI has modified and maintained the Ventyx Banner/Customer Suite Customer Web Access (CWA) module for customers. MUSI has have been part of the NVEnergy EServices team (Customer Self Service) for the past 2 years helping design and develop functionality to enhance the MyAccount web services application

MUSI has helped customers with design and development of new features needed for their Customer websites. MUSI has worked with ONEOK Team in developing the Customer Self Service portal. MUSI was part of the team that was responsible for the re-design of the Atmos Account Center (Customer Self Service) application.

Knowledge of Ventyx Archive-Purge installation (would be helpful)

Project Description

NVEnergy MUSI assisted NVEnergy retrofit Ventyx’s Archive/Purge enhancement into the NVEnergy’s 2.2.2.1 version of Banner. NVEnergy has a highly customized version of Banner and MUSI assisted NVEnergy. Milestone provided NVEnergy with technical resources for programming the enhancement and defect corrections as

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Project Description

well as augmented the clients testing team.

Additionally, MUSI personnel have previously worked with the Archive/Purge enhancement prior to their employment with MUSI.

The consultant may be asked to:

Design

Program

Customize

Troubleshoot

Merge code

Consult on demand

MUSI Response: Milestone’s consultants are senior level consultants that have experience with Banner/ Customer Suite and Oracle architecture and design; have designed interfaces, customizations, and enhancements. All work is done from functional and technical specifications written by the consultant following a detailed document that describes the approach. The Approach Document is developed as a team with the customers’ input and is ultimately approved by the customer before work is started on the Specifications. The programming is done according to the specifications in a development environment provided by the customer; programmers compile code, test, and merge code to be delivered for acceptance testing by the customer. Troubleshooting and debugging are always part of the process. Issues are documented. The consultants must be willing to:

Work from specification documents

Be on-call to answer questions and troubleshoot

Work remotely

Document all edits and changes

Turn-around work orders rapidly

MUSI Response: As mentioned above, Milestone’s consultants prefer working from specifications. Milestone consultants will be able to work with the City of Fort Collins team to develop and write the functional and technical

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specifications; or will be able to work from specifications delivered to Milestone by City of Fort Collins. Milestone will offer “on-call” services 24 x 7 to answer questions and troubleshoot problems with City of Fort Collins. Details about the procedure are answered in Section 6. Milestone consultants regularly work remotely with customers on all types of projects. All work listed in the possible Scope of Work should be able to be done remotely via access granted by City of Fort Collins. However, if there is a need for a consultant to be on-site, Milestone is willing to provide on-site consulting services per City of Fort Collins requests. It is customary for Milestone consultants to document all changes made to the system. Milestone will be willing to use whatever procedure City of Fort Collins prefers. Milestone consultants work diligently on assigned projects. Our goal is to always meet the needs of the customer based on an agreed upon project schedule for larger projects. A description of the turnaround time for defects, troubleshooting, etc. can be found in Section 6. Fort Collins anticipates upgrading their instance from Oracle 10g to Oracle 11g and from Oracle Application Server to Web Logic within a few months in anticipation of an upgrade of Ventyx CIS to the current version, most likely 4.4.

MUSI Response: MUSI has performed the Oracle technology upgrade for Aqua, ONEOK, NV Energy, Martin County, Portland General Electric, City of Longmont, and City of Seattle. MUSI performed key roles in the technology upgrade for Vectren and Atmos Energy. MUSI has completed the Installation of Fusion Middleware at Martin County and upgraded the Banner Application to 4.3. MUSI has developed a detailed installation document for every component of Fusion Middleware; and developed automated startup and shutdown scripts for all the components of Fusion Middleware. MUSI has extensive experience in Fusion Middleware. In addition to Migrating Banner to 4.3 on Fusion Middleware MUSI has ported older versions of Banner to Fusion Middleware. MUSI has extensive experience in diagnosing errors and warnings in Fusion Middleware, extensive experience in Weblogic server installation, configuration and administration. MUSI has extensive experience in deploying custom applications on WEBLogic server. MUSI has upgraded Banner Database from 9i to 11g MUSI has upgraded Banner from Client server Architecture to Form Application server 10g.

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MUSI has extensive experience in modifying the oracle parameters to improve the performance of Banner Application on 11g (Which is a cost based system). MUSI has completed Fusion Middleware install and 4.3 upgrade at Martin County. MUSI has installed Fusion Middleware and ported old version of Banner to Fusion Middleware platform.

MUSI has successfully completed all the technology migration projects it has started. In addition, some of the Milestone staff were the key architects in the creation of the 4.0 version while at INDUS, so we are uniquely qualified to deliver the support and solutions to City of Fort Collins. We have played key roles in several Customer Suite Upgrade projects for Connexus Energy, City of Charlotte, City of Longmont to version 4.2.1, and most recently Martin County to version 4.3, which includes configuring and installing the Oracle Technology upgrade to 11g Fusion Middleware.

Milestone resources played the role of Functional Lead for the Service Suite implementation at City of Charlotte. In this capacity, we made all rule changes to make Customer Suite ready to communicate with SDMI/Service Suite. We also developed and modified Service Suite forms using the Compose Tool provided with the Service Suite product and led the client’s system testing.

The following are a sampling of Milestone Software Solutions Technology Upgrade Clients (Oracle upgrades to 10g/11g) and 4.x clients.

Martin County 30,000 Customers Customer Suite 4.3

Upgrade Fusion Middleware

11.1.1.4 Oracle Database 11g

ONEOK 3 Million Customers Banner 3.1.4 (with 4.0

Modifications) Oracle Application server

10g (10.1.2.3) PragmaCAD Dispatch

System Implementation Maintenance & support

VECTREN 1.2 Million Customers Banner 3.2 Maintenance & support

City of Seattle 395,000 Customers Banner 3.2 Maintenance & support Oracle Application server 10g

(10.1.2) Oracle Database 11g

Atmos Energy 2 Million Customers Banner 2.2.1 and Customer Suite

4.0.3 Service Suite Implementation

(custom interface) Maintenance & support

Connexus Energy 30,000 Customers Customer Suite 4.1.2

Aqua America (August 2011 Selected as Vendor of Choice)

990,000 Customers

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Migrated Banner Database from HP Unix to Linux (Oracle Database 11g)_

Portland General Electric 815,000 Customers Banner 2.2.2 Maintenance & support Oracle Database 10g Oracle Application server

10g NV Energy

1.7 Million Customers Banner 2.2.2 Oracle Database 10g Oracle Application server

10g Maintenance & support

Banner 3.1 Maintenance & support Oracle Application server 10g

(10.1.2.3) Oracle Database 11g

City of Longmont, CO 25,000 Customers Customer Suite 4.2 Upgrade Oracle Database 10g Oracle Application server 10g

City of Charlotte, NC 250,000 Customers Customer Suite 4.0.2 Service Suite Implementation

(with vendor provided SDMI interface)

City of Fort Collins is currently in the latter half of a project to install automated meter reading throughout the city and has programmed the interface between its instance of CIS and its meter data management system using NextAxiom, a service oriented architecture product.

MUSI Response: MUSI has not been asked by any customer to work on project using NextAxiom. However, we have consultants experienced with NextAxiom, and other service oriented architecture products. Milestone was the Banner vendor for NVEnergy's Advanced Service Delivery project. This project was replacing the majority of NVEnergy's meters with AMR/AMI capable meters. NVEnergy chose the ITRON Enterprise Edition for the MDM vendor and SOA Enterprise Integration Framework (SEIF) as the middleware vendor. MUSI provided the project with the overall project functional architect. In addition to playing a critical role designing the overall solution; MUSI developed several complicated interfaces and enhancements in support of NVEnergy's requirements: - Upload register readings from the RNI - Two way interface with the MDM for Billing Determinant Information from the MDM - Modified all Banner meter readings forms & processes to allow entry of time and date - Developed exception processing - Modified UBAMBCA and UBAQUCK for billing requests on the MDM - Not Prorate readings from the MDM or RNI

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- Remotely Connect / Disconnect services for AMR Meters. Additionally, MUSI augmented NVEnergy's staff with tester and test leads during the different phases of the project. MUSI provided and continues to provide production support and enhancements to the functionality delivered during the ASD project. In addition to the ASD project with NVEnergy, MUSI has worked on AMR projects with ONEOK and City of Charlotte where remote reading / communication devices were installed and maintained on meters. These devices are captured in Banner and sent down to the Meter Reading software (ITRON MVRS in both cases). As the communication devices were removed or replaced, these updates are uploaded back to Banner and updated on the meter record.

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Section 4: Scope of Work Experience Attach a history of your firm’s experience with the technologies listed in Scope of Work below, including name, location, and resumes of key people who will be directly involved with this contract.

MUSI Response: The following pages contain the history of Milestone’s experience with each of the technologies listed in the Scope of Work likely to be requested during the contract.

The Milestone Team member(s) having the specific skillset needed to perform the work would be pulled from this list of functional and technical resources for City of Fort Collins as needed based on the Service Request and Scope of Work. The detailed Resumes are attached for each resource in Section 7.

Ram Kasarla - Principal Architect Consultant Periasamy Chithan – Principal Technical Consultant Joshy Plakal – Principal Technical Consultant Giridhar Madhavareddy – Senior Technical Consultant Anil Kumar Mittamidi – Technical Consultant Dwayne Bishop – Project Manager Edith Mercado - Principal Consultant Frank Anderson – Principal Consultant Katherine Jeffrey – Consultant Brian Menard – Consultant XSLT/XFORMS – Developer NextAxiom – Developer Please see resumes in Section 7

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Customize Java Server Pages

Project Description

Fort Collins, ONEOK, NVEnergy

MUSI has worked with the ONEOK team in developing the customer web portal. We used Java server pages to develop the front end.

Connectors is an Object-Oriented, Java (J2EE) architecture solution that enables the seamless integration of multiple technologies, middleware, and disparate systems with the Banner application by providing XML and java based synchronous and asynchronous services. Produced Java Server Pages to demonstrate and test the XConnectors.

We have customized java server pages to include credit card interface and Google Maps.

We have customized Java Server pages to implement Call popup Functionality implemented for several clients. (We read a file on the client’s machine and based on the account number we populate the CSR Screen with the Account Information).

Customize Oracle Portal “portlets” relating to Ventyx CIS

Project Description

Fort Collins, ONEOK, Citizens Gas & Coke

Modified the presentation of the information of the Account Summary Portal as per the customers requirement – Fort Collins

Modified the Portal to add functionality to connect to a share point site to retrieve scanned documentation from the Customer. The Portal was modified to pass the account information and retrieve scanned documents related to the account (Tax Exemption, Bank Draft Enrollment, Landlord Reversion Agreements, etc) -- ONEOK

Modified the Portal to add the functionality to accept credit cards – Fort Collins

Modified the Portal to display Google maps by pre populating the premises Address – Fort Collins

Modified the Portal to Pre Populate CSR Form with Account information from CTI interface and populate Account summary Portal –CGCU

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Customize Oracle 10g or 11g Forms and Reports

Project Description

AQUA America, ONEOK, NVEnergy

Milestone has extensive experience upgrading Oracle Technology to 11g which includes installing and configuring the application server with the new Fusion Middleware. Milestone has completed Oracle Technology upgrades to 11g for Ventyx Banner/Customer Suite customers in two different ways: (1) Milestone upgraded Oracle Technology to 11g so the customer can remain on an older release of Banner/Customer Suite, such as 4.1; and (2) Milestone upgraded Banner/ Customer Suite to 4.3, which required the Oracle Technology upgrade to 11g.

Milestone modifies Banner/Customer Suite forms for many clients. These modifications may be to existing forms, or to create brand new forms used in the system. Milestone has delivered form changes to our clients for varying degrees of complexity – we have performed very complicated form changes for a real time Lexis-Nexis interface with Customer Suite for ONEOK. This modified existing Customer Suite forms as well as created new forms to view the interface data.

MUSI developed a custom service order appointment booking form with a real time interface with CGi PragmaCAD. The form will request available time slots from the appointment booking application. Available time slots will be displayed in Green to the user and unavailable slots will be displayed as Red. The user may choose to book a specific appointment and the form will consume the minutes from availability in the appointment booking application. All interface transactions are XML based and performed in real time.

Advise on and Troubleshoot configuration of Oracle Application Server and Web Logic

Project Description

ONEOK, Martin County, AQUA America, NVEnergy

The overall architecture has changed drastically with Oracle Fusion versus 10g Application server.

For Example , we used to install the Infra and Mid-tier in Oracle Application server In Fusion you need to install different services as the individual components. Below are some of the components we need to install as individual components

1. Oracle 11g R2 Database software 2. Install Oracle Weblogic Server 11g

3. Create the 11g R2 repository database

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Project Description

4. Run the RCU and create all the required schemas in the repository database

5. Install Identity management

6. Install SSO

7. Install Oracle 11g Portal, Forms, Reports and Discoverer

We need to configure two domains on the Weblogic server, one for the IDM and the other domain for the Portal.

Fusion Middleware has tools such as Weblogic console and Enterprise manager (one for each domain).

To troubleshoot you start looking at each component.

Oracle Fusion Middleware components generate log files containing messages that record all types of events, including startup and shutdown information, errors, warning messages, access information on HTTP requests, and additional information. The log files can be used to identify and diagnose problems

Below are some of the log filenames and locations

Related Component

Logfile Location

Oracle Application Development Framework

DOMAIN_HOME/servers/server_name/logs/server-name-diagnostic.log

Oracle Forms Services

MW_HOME/user_projects/domains/domain_name/servers/server_name/logs/server-name-diagnostic.log

ORACLE_HOME/j2ee/DevSuite/application-deployments/forms/application.log

Oracle Fusion Middleware Audit Framework

DOMAIN_HOME/servers/server_name/logs/server-name-diagnostic.log

Fusion Middleware Control

DOMAIN_HOME/sysman/log/emoms.log

DOMAIN_HOME/sysman/log/emoms.trc

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Project Description

Oracle HTTP Server

ORACLE_INSTANCE/diagnostics/logs/OHS/component_name/*.log

Oracle Internet Directory

ORACLE_INSTANCE/diagnostics/logs/OID//oid*.log

ORACLE_INSTANCE/diagnostics/logs/OID/tools/*.log

Oracle Portal DOMAIN_HOME/servers/server_name/logs/server-name-diagnostic.log

Oracle Reports

ORACLE_INSTANCE/diagnostics/logs/ReportsServerComponent

ORACLE_INSTANCE/diagnostics/logs/ReportsBridgeComponent

ORACLE_INSTANCE/diagnostics/logs/ReportsToolsComponent

Oracle Web Cache

ORACLE_INSTANCE/diagnostics/logs/WebCache/component_name*-log

Oracle WebLogic Server

DOMAIN_HOME/servers/server_name/logs/server_name-diagnostic.log

We search for diagnostic messages using the Log Messages page of Fusion Middleware Control. We configure the message levels using the Fusion Middleware Control for a particular Log File or for Loggers. Additionally we use the Remote Diagnostic Agent during configuration. Remote Diagnostic Agent (RDA) is a command-line diagnostic tool that provides a comprehensive picture of your environment. Additionally, RDA can provide recommendations on various topics, for example configuration and security. This aids you and Oracle Support in resolving issues

First place to look at is IDM Domain , make sure all the service are running also check the status of opmnctl services.

Look at the Weblogic console to see all the Weblogic services are running properly.

Check if the Node Manager is started and all the associated service are running. If they are not running we need to look at the log files.

Check if all the services on SSO are running.

Same steps can be performed in the Portal domain. Check if all the deployments have configured and started successfully.

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Project Description

We need to use the Weblogic console or Enterprise Manager front end tools to diagnose the problem.

Troubleshoot Oracle Messages

Project Descriptions

All Clients Troubleshooting Oracle errors and messages is a typical activity during development, testing, and production. Messages that are presented to the user through the front end application or on LIS files will be reviewed and the account being processed will be triaged. The source code that was being executed when the error message is displayed will be reviewed. If the issue is not immediately identifiable, then the situation will be recreated in a testing or development database, and the source code will be modified to display debug statements to determine the issue.

Troubleshoot Ventyx CIS 4.x and successive versions, both functionality and data

Project Description

City of Longmont, Martin County, City of Charlotte

Milestone assisted City of Longmont with their Customer Suite migration. This included both functional training & testing, as well as migrating the data. Milestone functional consultants provided support through 2 mock go lives as well as the actual go live weekend. Technical resources tailored the migration scripts to meet the City’s needs. As issues arose the functional and technical team members triaged the problem to determine if it was code, functionality, or data related; and then determined the appropriate course to correct the issue.

Milestone recently has assisted Martin County to configure the application server and bring up Banner 4.2 using Fusion Middleware. During this procedure the technical resource changed different settings in order to correct technical issues.

Milestone worked with City of Charlotte on their 4.0 migration from 2.2.1.2. Throughout the numerous mock go lives, batch testing cycles, and actual go live, both technical and functional triage was required. Milestone developed some customized migration script for the City.

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Implement a Ventyx CIS upgrade

Project Description

Martin County, City of Longmont, Connexus Energy, City of Charlotte

Milestone recently has installed Fusion Middleware and upgraded Banner to 4.3.

MUSI has created detailed installation document with any setting changes to port Banner to Fusion Middleware platform. MUSI team has performed a walk-through of the installation documentation and process with the client which will help the client resources to get a good understanding of the Fusion Middleware platform.

Also conducted a training session to talk about Fusion Middleware administration and Weblogic administration. MUSI documented all the issues encountered during the installation and solutions so that the client can follow the same steps when building the production servers.

Milestone performed the 4.2.1 upgrade for City of Longmont, going live in 2011. Milestone provided the project team including Project Manager, Trainer, Business Analyst, and Tech Lead to the project and worked with the City to have a successful upgrade.

Additionally, Milestone has placed resources on 4.x upgrade projects for City of Charlotte and Atmos Energy. Milestone personnel were also instrumental in developing the 4.x modifications during the ONEOK implementation. Current personnel were the lead functional and technical analysts that gathered requirements and developed the design of the enhancements that later went into 4.0 version of Customer Suite.

For Connexus Energy, Milestone modified all of the client’s customized code to make it utilize functionality in the 4.1.2 version of Customer Suite. Additionally, we helped with some rule & val set up.

Write PL SQL queries and scripts

Project Description

All Clients PL/SQL queries and scripts are developed at some point in time for most clients. These scripts may be for data clean up or to mine the system for data or for ad hoc reporting.

A large amount of the Customer Suite source code is written in some form of PL/SQL, so in order to make changes to database packages, procedures, triggers, etc, a deep understanding of this programming language is required.

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Project Description

Additionally, C and COBOL programs do reference these PL/SQL procedures as well.

Configure Ventyx “user exits”

Project Description

There have been no MUSI customer requests for this service to date.

Milestone has resources that have configured and tested User Exits and User Defined Calculations for previous clients. This activity was not performed under the Milestone name.

Design and program small applications that deliver data to or distribute data from CIS

Project Description

ONEOK, AQUA America

Milestone has developed several sleep/wake jobs that will create email alerts to users that are defined in the parameter set. This includes alerts when there are blocking locks (with a rule option to kill the blocking session), as well as alerts when Sleep/Wake sessions are down and alerts when there are orphaned jobs running on the server (where there is no associated Oracle session).

Additionally, MUSI has developed several DataMarts for ONEOK. One DataMart provides financial break down of a particular business day. The data mart is loaded with revenue data as well as other AR data for a business day. The client can then report off the Datamart. MUSI has also developed service order Datamarts that allows the company to analyze the number of orders completed, the timeliness of order completion versus the requested date, and field efficiency. MUSI developed the loading procedure and the design of the Datamart.

MUSI has developed real time interfaces to and from Banner. This includes an Appointment Booking interface developed for ONEOK. Additionally, MUSI has developed a real time interface to LexisNexis for identity verification services of individuals as well as businesses.

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Alter or create icons

Project Description

Fort Collins, ONEOK, Connexus Energy

Milestone has added and configured the At a Glance and Alerts portals in Customer Suite 4.x. Milestone added a new icon, link, and alert configuration to show when a customer had scanned documentation saved electronically (for examples, Landlord Reversion Agreements, Bank Draft enrollment agreements, etc). This link took the user to a new form (also developed by Milestone) where the user could review information about the scanned document and then open the scanned document. Milestone added a new icon for Letters to the CSR Toolbar.

Additionally, Milestone has modified the configuration of several existing Alerts and At a Glance items on the CSR Form and the associated portals.

Milestone Added a customized At a Glance item for Connexus Energy to display the prior year’s Capital Credit information.

Milestone created links from the CSR to external web sites (Google, and Credit Card vendor) for Fort Collins.

Document all edits and changes

Project Description

All Clients Milestone methodology is to provide documentations on all changes made to the system. Functional approach documents and detail specifications are produced for client approval and to document modifications made to the system. As the code is being developed, a Milestone functional analyst will develop a test case. During testing, results and screen captures are recorded on the test case. The test case documentation is provided to the client during delivery of the code. Milestone will also develop testing results/proof for defect fixes in addition to new system changes.

The technical team will place tags in the source code to identify the changes made for certain PCR or Defect fixes. The tagging would normally be the Client defect number. Version numbers are maintained within the source code itself and incremented as new changes are made. As source code is checked in, a check in document is provided to the client showing the objects being checked for the change, as well as the version of each object.

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How Milestone Assists Ventyx Banner/Customer Suite CIS Customers

Describe projects you have completed for other Ventyx CIS (or Banner) clients or your solutions for problems they have encountered.

MUSI Response:

Milestone Utility Services (MUSI) has extensive experience in supporting multiple clients on the Ventyx Banner/Customer Suite CIS system. We are providing maintenance, support and enhancements for many customers running Ventyx CIS for the past 11 years. MUSI has made many defect corrections and troubleshoots base system issues. We follow Proven Methodology and processes to expedite the process in the most cost effective way.

MUSI’s technical team provides multiple services, for example, DBA services, conducts performance tuning, and designs portals. MUSI has performed the technology upgrade for ONEOK, NV Energy and Portland General Electric, City of Seattle, and Martin County. MUSI performed key roles in the technology upgrade for Vectren and Atmos Energy. MUSI has successfully completed all the technology migration projects it has started. In addition, some of the Milestone staff were the key architects in the creation of the 4.0 version while at SCT/INDUS, so we are uniquely qualified to deliver the support and solutions to City of Fort Collins.

MUSI has performed and participated in several 4.x Customer Suite Upgrade projects; for example Connexus Energy, City of Charlotte, City of Longmont to version 4.2.1, and most recently Martin County to version 4.3. Upgrade projects follow a proven Project Methodology and are full scope projects that include training, analysis, testing, and go-live support. Milestone’s participation can vary from assisting with staff augmentation to managing a full scope project.

Milestone has been engaged to design, develop specifications, implement, test, and provide go-live support for multiple interface solutions between various applications and the Ventyx products, such as, Maximo, PragmaCAD, Advantex, Cash Reconciliation, LexisNexis Identity Verification, MDM, etc. Milestone resources played the role of Functional Lead for the Service Suite implementation at City of Charlotte. In this capacity, we made all rule changes to make Customer Suite ready to communicate with SDMI/Service Suite. We also developed and modified Service Suite forms using the Compose Tool provided with the Service Suite product and led the client’s system testing.

Additionally, there are several of our non-Customer Suite clients using Oracle CC&B. MUSI is in the position of supporting and implementing other applications in addition to Banner/Customer Suite. Milestone consultants would be able to assist with non-Banner/Customer Suite CIS implementations if City of Fort Collins decides to move away from Banner/Customer Suite in the future.

MUSI has developed many enhancements and provided many solutions for customers. The projects have ranged from 40 hours to 4000 hours. The following lists some of the major projects and

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enhancements that MUSI has delivered to our clients:

Service Request MUSI Solution Description Advantex, Cash Reconciliation Implementation Project

4.0 Advantage Implementation of Advantex, Cash Reconciliation – Reconcile cash from multiple sources to ensure all payments have posted in Banner and the utility bank account. Milestone also participates in upgrades of the Advantex system.

AMI Projects Milestone plays a key role in AMI projects. Conducting complex billing analysis for solution that meets the requirements. MUSI was the Banner vendor for NVEnergy's Advanced Service Delivery project. This project was replacing the majority of NVEnergy's meters with AMR/AMI capable meters. NVEnergy chose the ITRON Enterprise Edition for the MDM vendor and SOA Enterprise Integration Framework (SEIF) as the middleware vendor. MUSI provided the project with the overall project functional architect. In addition to playing a critical role designing the overall solution; MUSI developed several complicated interfaces and enhancements in support of NVEnergy's requirements: - Upload register readings from the RNI - Two way interface with the MDM for Billing Determinant Information from the MDM - Modified all Banner meter readings forms & processes to allow entry of time and date - Developed exception processing - Modified UBAMBCA and UBAQUCK for billing requests on the MDM - Not Prorate readings from the MDM or RNI - Remotely Connect / Disconnect services for AMR Meters. Additionally, MUSI augmented NVEnergy's staff with tester and test leads during the different phases of the project. MUSI provided and continues to provide production support and enhancements to the functionality delivered during the ASD project. In addition to the ASD project with NVEnergy, MUSI has worked on AMR projects with ONEOK and City of Charlotte where remote reading / communication devices were installed and maintained on meters. These devices are captured in Banner and sent down to the Meter Reading software (ITRON MVRS in both cases). As the

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Service Request MUSI Solution Description communication devices were removed or replaced, these updates are uploaded back to Banner and updated on the meter record.

Archive/ Purge Implementation

MUSI assisted NVEnergy retrofit Ventyx’s Archive/Purge enhancement into the NVEnergy’s 2.2.2.1 version of Banner. NVEnergy has a highly customized version of Banner and MUSI assisted NVEnergy. Milestone provided NVEnergy with technical resources for programming the enhancement and defect corrections as well as augmented the clients testing team.

Additionally, MUSI personnel have previously worked with the Archive/Purge enhancement prior to their employment with MUSI.

Red Flag / Customer Sensitive Data Enhancement

Project that included data masking of customer’s personal and financial data elements in Banner prior to release 4.1

Auto Budget Bill Customization Customization that automated budget billing where a predefined amount is provided on monthly bill and when customer pays this amount the account is then automatically enrolled in Budget billing.

Rate Migration Enhancement Developed an enhancement that will check the type of customer and customer billing history and change the rate for the customer on a monthly basis. This ensured that the customer is always on the appropriate rate for their class of service. Additionally, stored history so cancel / rebills could capture the right rate to rebill.

4.1 Application Server Optimization

Performance analysis and tuning of application server to optimization of 4.1

Cash Balancing Enhancement Created a central database for a multi-state / multi company utility where all cash payment files are fed into prior to being uploaded into Banner. Allowed the utility to balance all files received from the individual utility companies versus the cash posted in Banner and ultimately fed to the GL System.

IVR Web Interface For several utility customers, MUSI has developed several complex interfaces from the customer self-services web sites and telephony systems allowing customers to create turn off orders, payment arrangements, phone checks, check balances, program enrollments, previous payments, etc.

MicroFocus COBOL Replacement

Milestone has migrated several customers from the expensive MicroFocus COBOL to a more affordable IBM COBOL compiler.

Rate Case Automation Enhancement

Automated rate changes based on a rate case – changing all associated rate codes that are covered under one specific rate case.

Delinquency Multi-Stream Enhancement

Developed a Multi Stream Solution for Delinquency to run multiple streams of Delinquency to shorten the batch run time. This has been done for multiple utility customers.

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Service Request MUSI Solution Description Financial Reporting Enhancement

Built custom data marts for financial reporting (allows quicker access to End of Month Reports). Created extracts of customer financial data in Banner to be loaded into the reporting database.

Service Orders / Meter Reading / Billing Enhancements

Developed enhancements in various areas of the system (service orders, billing, meter reading, etc). On Cycle Transfer / Succession Service Orders / Auto Close Orders, Lexus/Nexus Interface for Identity Verification, Fixed Price Payment Arrangements, Extensive Dereg Modifications – OH, EndPoint Link Pro Interface for both Water and Gas utilities, Business Post Date Implementation,

PragmaCAD Implementation Designed, developed and implemented an interface between Banner and PragmaCAD and managed the implementation of PragmaCAD that brought 3 Gas companies together as one with 3 different go lives.

PragmaCAD Interface with Banner 4.1

Interfaced Banner/Customer Suite 4.1; designed, developed, and implemented an Appointment Window for service orders to interface PragmaCAD with Banner 4.1 at Water Utility.

Banner/Customer Suite Upgrade to 4.3 & Disaster Recovery

Milestone installed and configured a disaster/backup program for customer’s Utility Department’s Customer Information Software (CIS) and worked with the Client on the Ventyx Customer Suite migration to version 4.3 which included installing and configuring Oracle Fusion Middleware to run CS 4.3.

Banner/Customer Suite Upgrade from 3.2 to 4.2.1

Full scope project management, including training, testing, go-live support, etc. Reduced the number of customizations and change business practices to take advantage of the updated functionality that the latest version provided. This in an effort to keep them closer to a current base system.

Customer Web Self Service Project

Account Center Upgrades – Customer Web Self Service upgrades

Defect Corrections of Base Banner

Provide defect corrections for the base product; and for customized areas of the system for several customers.

Disaster Recovery Project Developed Disaster Recovery and Backup Architecture for multiple customers.

Electronic Work Management Implementation Project

MUSI played a key role in the implementation of customer’s EWAM (Electronic Work Management) project.

Enhancement Zero Charge Suppression

FACTA Enhancement FACTA – Provided functional and technical resources to hide sensitive customer data (such as SSN, Bank Account, etc.)

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Service Request MUSI Solution Description Interface - GIS Developed GIS interface.

Interface - Maximo Work Order Management

Developed Interfaces between Banner & Maximo Work Order Management System.

Load Balancing Developed load balancing procedure for the production application server for several customers.

MDM Project Consulting Key role assisting with the Advanced Service Delivery (ASD) project. Provided technical support and functional lead role in the design of the modifications needed to interface the MDM to their CIS system. Also provided testing support.

Multi Streaming Enhancement Developed a Multi Stream Solution for Delinquency for several customers. Multi streaming of Major Process (Billprint , Charge Calc, Payment Application, Credit Balance Application, Delinquency).

HP Unix to Oracle RAC Migrated to Oracle RAC from Hp Unix (Developed Architecture, Migration Process and Migrated to Oracle RAC)

Oracle Technology Upgrades Developed and Executed test cases for system testing of Technology Upgrade for several customers.

Oracle - Oracle 6i Forms to 9i (9.0.4) Forms

Full Scope Oracle Technology Upgrade from Oracle 6i Forms to 9i (9.0.4) Forms

Oracle - Oracle 9i Forms to 10g(10.1.2.0.2) Forms

Full Scope Oracle Technology Upgrade from Oracle 9i Forms to 10g(10.1.2.0.2) Forms

Oracle Database Upgrade 9i to 10g

Full Scope Database Upgrade from Oracle 9i to 10g

Oracle Application Server Installed and configured production Oracle application servers for several customers.

Oracle Technology Upgrades Oracle Technology Upgrade from Oracle 6i Forms to 10g(10.1.2.0.2) Forms and Oracle Database 9i to 10g Database. Developed and Executed test cases for system testing of Technology Upgrade.

Oracle Upgrade - 10 g Forms to 11g

Participated in the technology upgrade on version 2.2.1.5 of Banner.

Oracle 10g to 11g 10g Forms / 11g DB Banner Uplift.

Oracle Technology Testing Developed and Executed test cases for system testing of Technology Upgrade.

Oracle Forms Upgrade Oracle Technology Upgrade from Oracle 9i Forms 10g(10.1.2.0.2) Forms

Oracle 9i to 11g Database Upgrade from Oracle 9i to 11g

Oracle Application Server Installed and configured production Oracle application servers (10.1.2.0.2).

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Service Request MUSI Solution Description Oracle Upgrade Oracle Technology Upgrade from Oracle 6i Forms to 10g(10.1.2.0.2)

Forms

Oracle Upgrade 9i to 11g Database Upgrade from Oracle 9i to 11g

Oracle Application Servers Installed and configured production Oracle application servers (10.1.2.0.2).

Oracle Technology Assessment Conduct Oracle Technology Assessment

On-Site Production Support Provide onsite support for the Production CIS systems.

Budget Billing Enhancement Enhancements, such as customer sensitive data and auto budget enrollment.

Production Support & Maintenance

Providing Banner Maintenance and Production Support Contracts with several customers.

Rates Enhancement Consulting Services for Rate Migration (Best Practices)

Rates Enhancement Rate Case Automation

Reporting Enhancements Built custom data marts for financial reporting

Smart Grid Project Consulting Key consulting role in Smart Grid Project

UBAMBCA Enhancement UBAMBCA Modifications (Multi-Period Adjustments)

Hp Unix to Oracle RAC migration

Migrated to Oracle RAC from Hp Unix (Developed Architecture, Migration Process and Migrated to Oracle RAC) Oracle Technology Upgrade Provided DBA Services. Developed and Executed test cases for system testing of Technology Upgrade.

Oracle Technology Upgrade from Oracle 6i Forms to 9i (9.0.4) Forms Oracle Technology Upgrade from Oracle 9i Forms to 10g(10.1.2.0.2) Forms Database Upgrade from Oracle 9i to 10g

Installed and configured production Oracle application servers. Developed load balancing procedure for the production application servers. Developed and Executed test cases for system testing of Technology Upgrade.

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Service Request MUSI Solution Description Oracle Technology Upgrade from Oracle 6i Forms to 10g(10.1.2.0.2) Forms and Oracle Database 9i to 10g Database.

Developed and Executed test cases for system testing of Technology Upgrade.

10g Forms / 11g DB Banner Uplift

Technical upgrade project - developed and executed test cases for system testing of Technology Upgrade.

Oracle Technology Upgrade from Oracle 9i Forms 10g(10.1.2.0.2) Forms Database Upgrade from Oracle 9i to 11g

Installed and configured production Oracle application servers (10.1.2.0.2). Developed load balancing procedure for the production application servers.

Oracle Technology Upgrade from Oracle 6i Forms to 10g(10.1.2.0.2) Forms Database Upgrade from Oracle 9i to 11g

Installed and configured production Oracle application servers (10.1.2.0.2). Developed load balancing procedure for the production application servers.

CSR Portal Enhancements Modified the CSR Portal to Include links for Google Maps and Credit Card Link. Modified CSR Portal to use Auto Portal Login.

Upgrade to 4.0.2 and implementation of Service Suite

Business Process Analysis Migration and Batch Testing Design of Custom Modifications

Itron EndPoint Link Implementation

New implementation, Design and Project Management for Itron EndPoint Link Implementation

Rate Refund Enhancement Created a module for Rate Refund outside Banner. Developed New Processes and Forms without touching the Base Processes and Forms

Disaster Recovery Solution Developed Disaster Recovery and Backup Architecture for multiple customers.

EWAM Implementation Project MUSI played a key role in the implementation of customer’s EWAM (Electronic Work Management) project.

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MUSI is working with the Ventyx customers where the database size is more the 3 Terra bytes with more than 1.5 million customers in each database. On the other hand, MUSI is also working with clients that have 30,000 customers using Customer Suite to bill their customers.

MUSI understands that many of the needs of each of these types of clients are different, however, at the end of the day, meters need to be read, bills need to go out, and trucks need to roll to customer premises locations on a timely basis. Milestone understands the commonalities that utilities share, in addition to the unique challenges those customers face using the Ventyx software.

Milestone is confident that we have the team of consultants, expertise and skillsets needed to assist City of Fort Collins with customizing Java Server Pages, customizing Oracle Portals related to Ventyx CIS, upgrading and customizing Oracle technology Forms and Reports from 10g to 11g; upgrading the Fusion Middleware and application servers. Milestone can advise and troubleshoot configuration of Oracle Application Server and Web Logic, troubleshoot Oracle messages, troubleshoot issues with 4.x versions of Ventyx Banner/Customer Suite CIS from a functional and technical level. Milestone is experienced with 4.x upgrades managing full scope projects in 4.1, 4.2 and 4.3. Milestone has designed, developed and implemented interfaces to Work Management applications, Service Order applications, and Meter Data Management applications.

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Section 5: References Provide two references that used your firm's services within the last two years. Ventyx CIS (or Banner) customers are preferred.

MUSI Response: To meet the requirement of this proposal, Milestone is pleased to provide the two references below. Milestone has many references to support the work described in the proposal that meets the needs of the City of Fort Collins in this RFP 7486; and will gladly supply additional references upon request.

Reference 1

Client name Martin County Board of Commissioners

Location of installation Stuart, FL

Contact name Heidi McNabb

Contact title Systems Analyst Information Technology Services Martin County Board of County Commissioners

Contact telephone number 772-221-1463 (o)

Contact fax number NA

Contact email address [email protected]

Customer base 26,575 Residential, 1,714 Commercial

Services provided Water/Wastewater

Brief description of the engagement Milestone provided upgrade services required to move Banner/Customer Suite from 4.2 to 4.3 and upgrade the Oracle technology to 11g. This includes all functional and technical upgrades, customizations, enhancements, and interfaces.


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Reference 2

Client name City of Longmont, CO

Location of installation Longmont, Colorado

Contact name Melva Douglas

Contact title Utility Billing Manager

Contact telephone number 303-651-8656

Contact fax number 303-651-8590

Contact email address [email protected]

Customer base 45,000

Services provided Electric, Water, Sewer, Solid Waste and Storm Drainage

Brief description of the engagement Customer Suite migration from 3.1 to 4.2.1 completed in Q1 2012.

Milestone Utility Services, Inc. Reference Guideline Milestone believes that the information included proves the success we have with our customers. Out of appreciation and respect for the confidential nature of our client relationships and at their direct, expressed request, Milestone respectfully requests that all related reference activities (calls and/or visits) be handled through Milestone’s Business Consultant, Linda Lee Lukas, at 803-960-1487 or [email protected].



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Section 6: Customer Support and Rates

Contacts and Procedures

Provide the name of the person responsible for coordinating tasks between us.

MUSI Response:

For overall account management, Linda Lee Lukas is the primary point of contact; and responsible for large project Service Request Proposals.

For day-to-day service requests for customer support, troubleshooting, etc., City of Fort Collins should contact Frank Anderson who will handle distribution of all work to the appropriate point of contact. Based on the daily demands, Frank will likely assign a designated point of contact in Customer Support to manage the requests to troubleshoot defects, triage problems, and communicate the status of priority issues.

Describe how service requests are handled between you and us.

MUSI Response:

The City will report issues and Project Change Requests (PCR’s) to the contact point from MUSI. If the City uses a defect tracking system, then it would be best if the assignment came via that system for the City’s tracking purposes. Regardless of how the issue is assigned, the issue will be logged into MUSI’s defect tracking system.

For PCR’s and System Changes: MUSI will review the request and work with the City to understand the requirements. An approach document will be developed that will outline the changes. The approach document will be reviewed with the City to ensure we are both on the same page about the high level design. The approach document will be estimated and the estimate will be provided to the City. If the estimate is approved, then MUSI will begin writing a functional specification. This will be in much more detail than the Approach. The functional specification will be reviewed with the City and updates will be made. Once the City approves the functional specification, MUSI will begin the coding and unit testing. MUSI will develop the code in the City’s development environment. MUSI Functional resources will develop a test case and once the coding is completed and applied to the development environment, testing will begin. Completed test cases will be delivered to the City. After testing has been completed, the MUSI technical lead will package the code and deliver it to the City for Check In. Once the code has been checked in and applied on the City’s testing environment, MUSI will provide testing and technical support on the modification as needed by the City.

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For Defect Corrections: MUSI will triage the problem and work with the contact from the City to better understand the issue and the conditions surrounding the problem. MUSI and the City will agree to an estimated number of hours for triaging the issue. A MUSI resource will attempt to recreate the issue in a testing environment. If the issue can be recreated, then the information will be documented and a programmer will be assigned to correct the issue. MUSI will then estimate the changes required including coding, unit test and functional test. If the City approves the hours, then the development will begin. Once the issue is corrected and the code is applied to a testing environment, an MUSI tester will test the fix and document the testing results. The Technical Lead will package and check the code in with the City. MUSI will additionally provide the testing results for the City to review. MUSI technical and functional resources will also support the City’s testing effort as necessary.

Level of Support for Defects, Error Corrections, and Production Issues

Milestone provides a dedicated point of contact on a 24 x 7 basis to log issues with; and a dedicated team of resources to solve problems and support the Banner/Customer Suite system. The resources will include DBA’s, Functional Analysts, Technical Analysts, etc. MUSI then triages and fixes production problems.

The following are a list of the types of support feature services provided by our consultants: • production system issue triage • logging and tracking reported defects and issues • prioritization, management and reporting the disposition of all defects and issues • perform defect and issue analysis and triage to resolution point • prepare defect correction documentation for technical staff • code correction of defects • unit testing of defects • versioning of all defect code corrections • package and deliver code corrections • maintain current version of source code utilizing 3rd party management tool • ensure database and system performance through Database Administration Services • provide ad hoc report services and interface support

Priority Support

Milestone provides the response times indicated in the table below. Priority indicates the level of criticality of the error/defect. In providing the Services, Milestone shall prioritize and complete the Services, for each component Service requested, by the Time for First Correction and, if needed, the Time for Final Correction, as denoted below.

Priority/Severity Time for First Correction Time for Final Correction

Priority 1-Severity 1 Eight (8) business hours Ten (10) days

Priority 1-Severity 2 Eight (8) business hours Thirty (30) days

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Priority/Severity Time for First Correction Time for Final Correction

Priority 1-Severity 3 Twenty-four (24) business hours Three (3) months

Priority 2 Thirty (30) days 120 days; if error time critical, Priority 1-appropriate severity level applies

Priority 3 No deadline/correction as possible

No deadline/correction as possible

“Time for First Correction” is the total time between notice of an error/defect and the introduction of at least a temporary fix for the error/defect, if not the permanent fix.

“Time for Final Correction” is the total time between notice of an error/defect and the completion of a permanent fix for the error/defect.

“Priority 1-Severity 1” means an error such that the Software is not functioning; and Customer is unable to bill its customers.

“Priority 1-Severity 2” means an error in a time sensitive or mission critical function, e.g. payment application not operable, inability to perform budget billing, or an error precluding operation of the charge calculation process, or an error in the batch process function, e.g. inability to run the nightly batch window.

“Priority 1-Severity 3” means an error rendering mission critical applications partially inoperable, e.g. some accounts not completing billing, or inability to complete budget billing for some accounts.

“Priority 2” means an error that is not time critical, e.g. bad debt function not working, monthly GL feed not working.

“Priority 3” means an error that is cosmetic and not related to an important function, e.g. error in documentation, error in on-line help function.

Service Requests for Enhancements, Modifications, and Upgrades

If City of Fort Collins submits a service request for an enhancement, modification, upgrade to the CIS, technology upgrade, or implementation of a new interface, MUSI will estimate the hours to develop and implement the service request and submit to City of Fort Collins for approval. Once approved, the work will be started within 2 weeks.

Assumptions:

1. City of Fort Collins will be responsible for procuring any necessary software or hardware required for a 4.x upgrade.

2. City of Fort Collins has ownership of all source code for their current Banner installment; additionally City of Fort Collins owns production runtime licenses for any compilers or

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development tools used in the source code development of the Banner application and these licenses are not contingent on City of Fort Collins relationship with a software vendor.

3. City of Fort Collins will provide a development environment with data recently cloned from Production. MUSI will develop corrections and enhancements in this development environment, and therefore will need complete access to apply forms, processes and database objects.

4. City of Fort Collins will provide MUSI with remote access to any Banner or Customer Suite environment to be supported by MUSI. This includes the front end application, as well as the servers and database. MUSI will be able to access and utilize other applications such as document repositories, defect tracking, log/lis file viewers, etc.

5. City of Fort Collins provides project team with knowledge of current installation and business processes (or access to them).

Rates and On-Site Reimbursable Expenses

State hourly rates for resources fitting in the categories mentioned in Scope of Work below. Also, state any reimbursable expenses given a request for the consultant to be on-site.

MUSI Response: Most of the work related to the Scope of Work in this RFP requires various resources from the below group of Consultants. Since this Proposal is based on a one year Consulting Service contract, Milestone would like to offer a blended rate of $135 per hour for all Consultants used on various projects during this contract period. Below is the standard hourly rate for Milestone’s consultants:

Consultant Blended Hourly Rate

Principal Architect Consultant $135

Principal Technical Consultant $135

Senior Oracle DBA $135

Senior Technical Consultant $135

Project Manager $135

Principal Consultant $135

Functional Consultant $135

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Travel Expenses

Travel to be on-site is at the request of City of Fort Collins. Travel & Living expenses, such as airfare, hotels, meals, rental cars, and other types of transportation, will require City of Fort Collins’ preapproval before booking travel, and will be billed as incurred. Travel is not usually required when working remotely as long as the consultants are able to gain adequate access.

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Section 7: Milestone Team Resumes

The Milestone Team member(s) would be pulled from this list of functional and technical resources for City of Fort Collins as needed based on the Service Request. Resumes are attached for each resource.

Ram Kasarla - Principal Architect Consultant Periasamy Chithan – Principal Technical Consultant Joshy Plakal – Principal Technical Consultant Giridhar Madhavareddy – Senior Technical Consultant Anil Kumar Mittamidi – Technical Consultant Dwayne Bishop – Project Manager Edith Mercado - Principal Consultant Frank Anderson – Principal Consultant Katherine Jeffrey – Consultant Brian Menard – Consultant XSLT/XFORMS – Developer NextAxiom – Developer

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Resume: Ram Kasarla, Principal Architect Consultant

Pembroke Pines, FL-33028 Work: (954) 478-9447 E-mail: [email protected]

SUMMARY

Over Fifteen years of experience in analyzing, designing and developing database management systems

using Oracle 6.x/7.x/8.x, Developer 2000 (Release 1.2/2.x), Forms9i, Forms10g and Pro*C.

Over three years of experience in installing and configuring Oracle Application server (9.0.4.2 and

10.1.2).

Modified and enhanced the Banner web 4.0 portals and configured App server for production

environment.

Over Fifteen years of experience in the Utility Industry Developing Customer Information Systems and

Billing Modules. Extensive experience in implementing Customer Information systems and Billing

Systems for Utility companies and very good knowledge of various aspects in Utility Industry such as

Deregulation, Electronic Data Interchange (EDI), Billing, Work Orders , Meter Reading, Bad Debt,

Batch Process setup.

Extensive Experience in installing and maintaining Oracle Application server 9.0.4 and

10g. Extensive Experience in Installing Banner 4.0

Excellent Interpersonal, Communication, leadership and programming skills and a very good team player.

Good experience in evaluating and understanding user requirements with a positive approach.

SKILLS

Operating Systems: UNIX, Windows NT/2000, Windows 98/95/XP.

Languages: C, C++, Pro*C, SQL, PL/SQL, HTML, JavaScript, Java

Databases: ORACLE 6.0/7.x /8.x/9i/10g,11g

Hardware: AIX 4.3.3, Windows 2000 Advanced Server, HP-UX B.10.20, RedHat-Linux

6.x/7.x, SCO OPEN SERVER, NOVEL NetWare 3.2, IBM DOS LAN

SERVICES, and MS-DOS.

Tools: Oracle Developer Suite10g Forms, Oracle 9i Forms/Reports, Developer

2000,

SQL*Forms 3.0, SQL*Loader, Visio.

EXPERIENCE Sept 2003 – Present Milestone Software Solutions, Inc.

Played a critical role in implementing Banner CIS System across all three ONEOK utility companies

(Texas Gas, Kansas Gas, and Oklahoma Gas)

My Responsibilities are:

Helping city of Seattle to upgrade the database from 9i to 11g release 2


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Helping city of Seattle in developing the Production architecture for oracle application

server 10g

Upgraded Oracle Application server from 9.0.4 to 10.1.2.0.2

Upgraded database from 9i to 10g

Designed and Installed Oracle Application Server and Installed Banner 4.0 for Production

Environment with Load balancing architecture.

Developed Custom forms in Oracle 10g and Migrated Oracle Forms from previous version

Developed the Interface to Enable Screen Popup on Banner 4.0.

Involved with conversion team when developing programs and data mapping to convert

financial data from legacy system to Banner.

Involved with conversion team to validate the Financial, Meter and service related data after

conversion.

Developed scripts to correct the financial data after conversion

Example (Correcting the Deposits related data to match with open item data, Loans and

Updated the GL Class Codes depending on the rate configuration).

Developed scripts to identify problem accounts after conversion to balance Banner financial

data to legacy financial data.

Developed Robust Financial Data warehouse for Revenue Analysis at the general Ledger

level and account level.

Developed AR Data warehouse to analyze Balances at account level.

Created scripts to correct Budget accounts after conversion

Involved in providing data fixes after Production to clean up the data.

Developed the interface between Banner and Oracle Financial GL system

Developed Rate Check Program to compare the Billing data between Legacy and Banner.

Involved in Identifying business requirements and processes

Involved in Identifying and implementing new functionality for existing systems.

Developed an Application to view the historical financial data from the old system.

Developed an Application to Cancel / Rebill Transitions for periods billed in Old System.

Developed API’s for IVR and Web interfaces.

Designed and coded Data marts to store Historical Service orders and Revenue Transactions.

Leading the technical team to develop custom reports and interfaces.

Involved in requirement gathering and functional design for customization of Banner software.

Designed and developed various interfaces / Reports / Conversion Programs.

Conversion of data from 5 legacy systems to Banner.

Developed the interface between Banner and Oracle Financial GL system.

Involved in tuning the Application and some major processes to reduce the Batch window processing

time.


Involved in implementing Mobility Interface to Banner.

Involved in development of Detail Implementation Plans.

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Developed Pro*C Programs and Packages using Dynamic SQL to run PL/SQL Packages (custom

Jobs) from Banner Job Submission.

Jun 2002 –Aug 2003 Milestone Software Solutions, Inc.

Played a critical role in implementing Banner CIS System across all three Vectren utility companies

(Southern Indiana Gas and Electric Company -SIGECO, Indiana Gas Company - IGC, and Dayton Power

and Light - DPL)

My Responsibilities are: -

Leading the technical team to develop custom reports and interfaces.

Involved in developing programs and data mapping in 3 Banner Conversions

(SIGECO, IGC, DPL)

Developed Margin Analysis Model to Keep Track of Consumption and Revenue

Developed Program to Identify Accounts which are not billing

Developed Programs to Correct Service History, Consumption History (Meter / Service

Related Data) after conversion.


Developed Programs to Corrected Converted Bad Debt Data. Involved in requirement gathering and functional design for customization of Banner software.

Designed and developed various interfaces / Reports / Conversion Programs.

Conversion of data from 3 legacy systems to Banner.


Involved in setting-up the Banner system security.

Designed and developed other modules to support Ohio State Sponsored assistance programs (PIPP).

Involved in tuning the Application and some major processes to reduce the Batch window processing

time.


Involved in implementing MDSI Interface to Banner.

Involved in development of Detail Implementation Plans.

Developed Pro*C Programs and Packages using Dynamic SQL to run PL/SQL Packages (custom

Jobs) from Banner Job Submission.


Involved in Identifying and implementing new functionality for existing systems.

Developing Call center support and procedures

Working with Data-Centers to establish process parameters.

Involved in the Design of Archive and Purge process for Banner.

Developing the interface to an external meter inventory system

Special Achievement: Recognized as “MOST VALUABLE PLAYER” by Vectren and IBM for the CIS

project.

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Jan 2000 – Jun 2002 IBM Global Services., Dallas ,TX

Same as Listed above for Milestones Professional Solutions, Inc

Jan’96 – Dec 2000 SCT Utility Systems, Inc., Columbia, SC

SCT Banner CIS system is an end-to-end application for the Utility Industry. Performing as a Senior

Technical Lead

Involved in design and development of various modules to support deregulation of utility industry,

Electronic Data Interchange (EDI).

As part of Professional services team designed and developed time critical enhancements and

customization of various Banner modules like UCAD Interface, Automation of Service Orders (Work

Orders). Worked at various client sites in all stages of implementation and involved in many Go-Live

Situations. Involved in Data conversion and correction process of external system into Banner CIS

during pre & post implementation. As a Standards Committee member, was involved in evaluating

and setting, standards and guidelines for the entire development life cycle of a project.

As part of Research and Development, involved in design and development of various major modules

like Bill Print, Master Bill Print, Bad Debt, Credit Balance Application, Payment Application for

Banner CIS.

Successfully implemented many projects as a Lead and team member. As a Lead, was responsible to set

high standards for the Team as well as attain the task of completing the project in time.

Successful Banner Clients worked with

City of Richmond, Orlando Utilities, PGE Energy Services, The New Power Company (TNPC), UtiliPro, Select Energy, Citizens Gas and Coke, Southern Connecticut Gas, City of Wichita, City of Charlotte.

Special Achievements: “Gem Award “ and the “Emerald Award” for exceptional service provided

for clients in utility industry.

Aug’ 94 – Jan’ 96 Software Constancy Group

Developed a user-friendly application for inventory and human resources management using Oracle

7.0 running under HP Unix, Oracle Forms 4.5 and Oracle Reports 2.5 running under MS Windows

95. User friendly data entry screens from maintenance forms to complex processing forms were

developed using Oracle Forms 4.5 and reports were developed using Oracle Reports 2.5. This

application has been developed to keep track of the employees of the company along with the title,

salary, number of dependents, etc. Various features of Oracle Forms such as property classes, visual

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attributes, stacked canvas views etc. were extensively used in the implementation of this project.

Database procedures and triggers have been developed using PL/SQL to enforce business logic at the

database level.

Hospital Information System using Oracle 7.0, SQL*Forms 3.0, SQL*ReportWriter, Pro*C, SCO Unix

Database of in-patients had to be maintained, keeping track of their next appointments with the doctor

and their billings. Each patient was given a unique identification number. Information on doctors

and their patients was stored in the database and forms were developed using SQL*Forms. The case

history of patients could be accessed from the database with the aid of their identification number.

Reports such as x-rays were tagged with a unique identification number and this information is stored

in the database for cross referencing. Special forms were developed for patients with discount cards,

insurance policies etc.

Library Information System using Oracle 7.0, Forms 4.5, Reports 2.5, SCO Unix

This system has been developed to maintain information about the book catalog of the library. Book

collection has been divided into various categories. This system allows the library to enroll new

members, maintain existing members, check-in and check-out of books, automatic updating of

availability of books, generation of overdue notices, monthly report of books currently check out, etc.

Stock Portfolio Management System using Oracle 7.1, Forms 4.5, Reports 2.5, Graphics 2.5, SCO Unix

This system has been developed to facilitate stockbrokers. It is used to maintain the current status of

a wide variety of stocks. Timers have been used to refresh stock information at specified intervals.

Database links have been used to fetch data from remote sites spread across a Wide Area Network.

Oracle Graphics 2.5 has been used for pictorial depiction of data. User exits have been used to

generate complex reports written in Pro*C.

Aug’ 93 – Aug’ 94 Frontier Information Technologies

Responsibilities included developing algorithms, debugging code, customer support and software

development for several projects as explained below:

Banking Software using C and SCO Unix

An application was developed to handle the day to day operations of a Bank. Users can enroll new

customers, perform deposits and withdrawals, process loans, and store other relevant data. Modules were

developed to generate detailed transactions performed by each teller. Procedures were developed to

balance the transactions under different General Ledger codes. Efficient algorithms were developed using

Binary trees, Linked lists, stacks and queues.

EDUCATION Bachelor of Engineering (Computer Science), Mysore University, Davangeree, India

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Resume: Periasamy Chithan, Principal Technical Consultant

Columbia, SC (803)348-7823 [email protected]

SUMMARY

Over Nineteen (19) years of experience in analysis, design and implementation of various software. Over Sixteen (16) years in

design and implementation of SCT/Ventyx/ABB Customer Information System (Banner) for Utilities. Proficient in Oracle

Forms 10g/11g, PL/SQL 10g/11g, Oracle Application Server 10g and C.

SKILLS/TOOLS

Operating Systems : Linux, Red-Hat, AIX, HP-UX, Solaris, Windows XP/Windows 7, Windows 2003 Server.

Languages: C, PL/SQL, Java, JSP.

Databases: Oracle 10g/11g, MySQL.

Tools & Utilities: Oracle Forms 10g/11g, Oracle 9i/10g/11g Application Servers, Perl, Unix Shell Script.

EXPERIENCE

Milestone Utility Services Inc. FL June 2007 - Present

Principal Consultant

Assist clients in the implementation of ICS products.

Assist in client requirements analysis process.

Advise client on business process change and/or system modifications.

Prepare labor estimates and Calendar Time schedule estimates for the cost of system modification(s).

Assist in functional analysis and design by identifying, analyzing and documenting customization specifications. This includes

assisting in functional specifications for system modifications.

Manage the design/development cycle from Technical Design documents to the delivery and install of the system modifications

to the client.

Assist clients install/configure Oracle Application Server to deploy Oracle Forms/Reports.

Assist clients migrate Oracle Application Server from 9i to 10g/11g, including exporting and importing Portal data using

Transport Sets.

Assist clients migrate ICS from Client-Server/6i/9i to 10g/11g Application Server.

Assist clients optimize their Database and Application for high throughput.

Assist clients choose/implement various third party interfaces to ICS products.

NVE Projects

Rate Case Automation 1 – 3

Lead the Milestone team for 10g Uplift

Lead the MF COBOL to COBOL-IT Conversion

ASD Project

CCS/EWQ Letter Generation

Invoked in design of Data Purge for Legal Requirement

Ventyx, Inc. Columbia, SC April 1996 – May 2007


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Principal Technical Consultant

Assist clients in the implementation of ICS products. Clients include electric, gas, water, and garbage utilities.

Assist in client requirements analysis process.

Advise client on business process change and/or system modifications.

Prepare labor estimates and Calendar Time schedule estimates for the cost of system modification(s).

Assist in functional analysis and design by identifying, analyzing and documenting customization specifications. This includes

assisting in functional specifications for system modifications.

Manage the design/development cycle from Technical Design documents to the delivery and install of the system modifications

to the client.

Evaluate ICS product performance and modify the product if necessary to meet the performance objectives.

Involved heavily in ICS 4.0. Was part of the original designers/Lead of Ventyx CIS 4.0. Also lead a team as part of the Ventyx

CIS 4.1 Project.

Involved in installing and configuring Oracle Application Servers to integrate with Ventyx CIS.

Assist clients optimize their Database and Application for high throughput.

NIIT Ltd. India February 1995 – February 1996

Senior Systems Executive

Assist clients in the Development and implementation of system software to meet their requirements.

Designed and Developed Translator to automatically port COBOL Code from VAX to Unix for Sema Corporation, UK. Also

ported C Libraries from VAX to Unix.

Developed On-Line Query to query LVAT Audit System for the Royal Thai Government, Thailand.

Rane (Madras) Ltd. India May 1993 - February 1995

Programmer

Developed key modules for the Sales System such as Budgeting, Scheduling and Sales Order Processing including Invoicing and

Sales Returns.

Developed and maintained their Automobile parts Production System like Bill of Materials, Production Schedule, Rejection and

Rework Analysis and Operation Standard Man Hour Analysis.

Developed and maintained their Material System that includes the Purchase Order, Sub-Contracting, Inventory tracking, Vendor

Quality rating and Consumption analysis.

Designed and developed their Maintenance System like Machine Preventive and Breakdown maintenance.

Sri Veeraraghava Software Pvt. Ltd. India May 1992 – April 1993

Programmer

Developed various modules for the Inventory and Manufacturing system that covers the entire Cloth Production and Printing

process.

UTILITY CLIENTS

Aqua America City of Toronto (Canada) Atmos Energy Corporation City of Wichita Citizens Gas & Coke Utilities Connexus Energy

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City of Chicago Fort Collins Utilities City of Columbus Martin County, FL City of LongMont Nevada Energy City of Lubbock ONEOK City of Raleigh Portland General Electric City of Richmond Public Services of New Mexico City of Seattle Vectren

EDUCATION

University of Madras, India

Bachelor of Science in Computer Science Engineering – May 1992.

AWARDS/HONORS

Indus Circle of Excellence Award SCT Ruby Awards

SCT Emerald Award Indus Emerald Award

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Resume: Joshy Plakal, Principal Technical Consultant

Columbia, SC (803) 553-1566 [email protected]

Implementation Specialist / Principal Consultant Self-motivated and goal oriented implementation specialist experienced in leading Service

Delivery and CRM implementations. Skilled in the planning, requirements analysis, design,

development, testing, and support phases of the software life cycle.

Over 16 years of experience in Utility Solutions as a Project lead and also worked as

Lead programmer Analyst for large utility projects.

Demonstrated consistent teamwork, excellent communication skills, and a positive

attitude to reach business objectives

Customer-focused and excellent knowledge in software development methodologies.

Professional Experience

NV Energy, Nevada Technical Lead Feb2010 – Present

Currently working on the AMI/ MDM implementation of NV Energy. Responsible for

developing modification in PL/SQL, Forms and C. Also participated in requirement gatherings,

design, coding activities for the full cycle of the project, Also involved in the technology upgrade

for migrating forms 5.0 to 10g.

Other activities include: Involved in Upgrade from Client Server Architecture to Web based Release.

Converted 700 Plus Oracle Forms from Forms Release 5.0 to 10g.

Converted the Oracle Reports and database packages.

Converted all the Pro*C Programs and the C libraries

Converted all the Pro*COBOL Programs and the COBOL libraries

Involved in fixing the Issues related to the 10g Web based Release.

Involved in Configuring the WEBUTIL package on the App Server

Developed several custom objects in C, Forms and Pl/SQL for the AMI/MDM project

Cleveland Water Division, Cleveland, Ohio

Technical Lead Feb2010 – Present

Currently working on the storm water billing, waste water implementation and production

support for the North Eastern Ohio Regional District (NEORSD) and division of water.

Responsible for developing modification in Java, PL/SQL and Crystal Reports. Also participated

in requirement gatherings, design, coding and conversion activities.

Other services include:

Involved in the performance tuning of the processes and reports.


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Installation of the CC&B

Conducted Technical Design, Database Design and Coding Reviews with the

programmers.

Involved in the development of Reports, Java, and various file transfer protocol activities

and shell scripting.

Worked with vendors Kubra, IBM to implement online payments.

Worked on the developments of the Cashiering system with PCI for the storm water

project.

Lead a team of technical resources for the developments of various reports

Lead a team of technical resources on the developments of the several batch programs in

java.

Involved in data clean up and business process improvement using PL/SQL scripts.

Technical Lead (Project Management Consultant) Sep2007 – Jan2010

Currently working on the implementation of the customer care and billing (CC&B) system for

the Division of Water. Project went live on Sep 2009, responsible for all the technical aspect of

the project, including analysis of the requirement, design, coding and conversion activities. Other

services include:

Supported end users and core team members with business process issues including

configuration setup, application work flow, test case execution, and defect corrections.

Supported client through legacy cutover, go-live and post go-live phases of the project



programmers.

Involved in the trouble shooting and debugging of the various tiers which includes Web

Logic, Crystal Reports, Encryption, and various file transfer protocol activities.

Worked with vendors like FISERV, Metavante and Kubra to implement online payments.

Worked on the developments of the Cashiering system with PCI

Lead a team of technical resources for the developments of various reports and other

technical aspect of the project.

Involved in the legacy conversion activities.

Involved in the installation of CC&B

Ventyx, Inc, Columbia, South Carolina

Implementation Specialist March2007 – Aug2007

Currently evaluating and setting standards and guidelines for the Technical Documents in the

entire development life cycle of the project for the combined company of Indus International and

MDSI. Other services include:

Providing integration consulting to the customer suite product line.

Providing technical support to various clients about development methodology and any

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regulatory requirements.

Providing design and developments support to various clients and also working with the

sales team to come with a unified project plan and methodology.

Indus International, Columbia, South Carolina

Principal Technical Consultant/ Sr. Technical Lead March 2003 – February 2007

Atmos Energy: Worked as the on-site technical lead/ implementation specialist for this Project.

Conducted technical design reviews, database design reviews of over 30 new functionalities and

also involved in the integration of software requirements at on site this includes their IVR

System and Gopher. Supported client and external application service provider with key

contributions such as:

Supported client through all the phases of the project including legacy cutover, go-live

and post go-live phases of the project

Supported end users and core team members with business process issues including rules

and validation setup, application work flow, test case execution, and defect corrections.

Advised and assisted in the development of organizational readiness plans with the client.



programmers.

Involved in the trouble shooting and debugging of the customer suite application at the

client place.

Developed Custom forms in Oracle 10g and Migrated Oracle Forms from previous

version

Developed the Interface to Enable Screen Popup on Customer Suite 4.0.

Involved with conversion team when developing programs and data mapping to convert

financial data from legacy system to Customer Suite.

Worked on the debugging of Oracle Application Server issues.


Developed an Application to view the historical financial data and the redesign of general

ledger systems.

Developed an Application to Cancel /Re-bill Transitions for other periods billed.

Developed API’s for IVR and Web interfaces.

Involved in the development of meter reading interface with Itron MVRS. Involved in setting-up the Banner system security.

ONEOK: Worked with ONEOK (all the three utility companies (Texas Gas, Kansas Gas, and

Oklahoma Gas) as a Co-Technical Lead to implement the Customer Suite application.

Conducted technical design reviews, database design reviews of over 130 new functionalities.

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Lead a team of about 28 resources working on concurrently on this project in Columbia and also

in offshore.

Here are the key contributions:


programmers this includes the resources from on site, off shore and at Columbia.

Conducted technical training to the resources about the standards and the implementation

methodology.

Developed a mini Charge Calculation process for calculating future charges, this is

developed using database packages in 3 tier architecture.


Involved in the trouble shooting and debugging of the customer suite application at the

client place.

Most of these modifications taken to base product in Customer Suite 4.0 release.

Developed Custom forms in Oracle 10g and Migrated Oracle Forms from previous

version

Involved in tuning the Application and some major processes to reduce the Batch

window processing time.

Worked on the debugging of Oracle Application Server issues.

Systems and Computer Technology (SCT), Columbia, South Carolina Lead Programmer Analyst March 1996 - March 2003

Vectren: Worked as a technical lead/ implementation specialist for all the 3 companies of the

Vectren implementation, this includes Sigeco, Indiana Gas and Dayton Power and Light. Involved in

the design and development of various modules to support deregulation of choice program

offered to the Ohio customers. Worked on the creation of various Business Cases (e.g.

Enrollment, Rescind, Payments, Charges) in both Rate Ready/ Bill Ready Scenarios. Created a

new interface for the Service Order to interface with MDSI Advantex and that was the part of the

base product released in Banner 3.0. Here are the key contributions:

Developed a new automated service order interface to the MDSI – Advantex, this is

based on several business cases, this includes sending new, modified and cancelled

outbound transactions and 6 other business cases for the inbound transactions. This

modification taken to base product in Customer Suite 3.1 release.

Designed and developed a system for service orders for work area.

Designed and developed other modules to support Ohio State Sponsored assistance

programs (PIPP).

Conducted technical training to the resources about the EDI standards and the

implementation guidelines.

Responsible for estimations, planning and organizing the project development.

Supported client through all phases of the project including legacy cutover, go-live and

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post go-live phases of the project

Supported end users and core team members with business process issues including rules

and validation setup, application work flow, test case execution, and defect corrections.


Involved in the interface design of Maximo work management system with Customer

Suite.

Harrisonburg Electric: Worked as a technical lead and programmer analyst for this project.

Designed and developed on-line Banner Advantage CRM user interface using Oracle and also

involved in the customization of the bill print process which will print the customer bills in

house.

Public Service of New Mexico (PNM): Worked as the on-site technical lead and programmer

analyst for this project. Conducted technical design reviews, database design reviews for the new

functionalities for the project. Assisted client in the installation of modifications and interfaces

and also coordinated the technical aspect of the project with other third parties and the client.

City of Richmond

Worked as a senior programmer analyst for this project. Involved in the customization of the bill

print process and also worked on the service order interface. Customized several forms for the

city, supported the client through all the phases of the project including legacy cutover, go-live

(on site) and post go-live phases of the project.

Other Successful Banner Clients worked with

Orlando Utilities, Portland Energy, The New Power Company (TNPC), Select Energy, Citizens Gas and Coke, Southern Connecticut Gas, City of Wichita, City of Charlotte, City Of Lubbock, City of Garland, Public Service of New Mexico(PNM).

National Institute of Information Technology (NIIT), New Delhi, India Programmer Analyst Sep 1995 - Feb 1996

There are several system developed for various clients, this includes the tax package creation for

the Thailand Government. The system is developed in power builder as the front end and Oracle

as the back End. The batch programs are developed in Pro*C. Another system is developed using

visual basic for a credit card company (CCS technology group) for tracking the credit rating and

credit monitoring service.

HAL Limited, Bangalore, India Programmer Analyst May 1993 - Aug 1995

The main system developed was MRP 2 for engine division of the aeronautics company.

Involved in the design and development of this system with Oracle Forms as front end and

oracle database as back end. Modules developed are Bill of Materials, Work in progress, Inquiry

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Screens for the parts. And also involved in the creation of batch processes with Pro*C and

Pro*Cobol

TECHNICAL PROFICIENCIES/ SKILLS

Platforms: Unix (Solaris, HP-UX, IBM-AIX), Windows 7/ 2008/XP, Mac OS/X

Languages: SQL, PL/SQL, Pro*C, Java, Java Script, HTML, XML, XSLT

Tools: ORACLE CC&B, BANNER Customer Suite, Crystal Reports XI, Eclipse,

PL/SQL Developer,

Oracle Reports 6i, J2EE, Next Axiom Hyper Service Studio Suite, Toad,

Oracle Forms 6i, Forms10g, Reports 10g, Visio, Microsoft Office Suite (Word,

Excel, PowerPoint, and Access), Visual Slick Edit, vi, Web Logic App Server.

Databases: ORACLE 6.0/7.x /8.x/9i/10g/11g/ Oracle Application Server 10g

Education

Bachelor of Science, Computer Engineering, April 1993, Mangalore University, Karnataka,

India

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Resume: Giridhar Madhavareddy, Senior Oracle DBA


SUMMARY

Giridhar Madhavareddy has over Twelve years of experience in analyzing, designing and developing

database management systems using Oracle 6.x/7.x/8.x/9i/10g/11g, Developer 2000 (Release 1.2/2.x),

Forms9i, Forms10g and Pro*C. Over Ten years of experience in the Utility Industry Developing

Customer Information Systems and Billing Modules. Mr Madhavareddy has extensive experience

implementing Customer Information Systems for utility companies. Strong knowledge of various aspects

in utility billing such as Deregulation, Electronic Data Interchange (EDI), Charge Calculation & Billing,

Work/Service Orders, Meter Reading, Bad Debt. In addition to programming skills, Mr Madhavareddy is

also an experienced Database Administrator with a background in installation, configuring, and tuning

Oracle databases and Application Servers. He has excellent Interpersonal, Communication, leadership and

programming skills and a very good team player. Good experience in evaluating and understanding user

requirements with a positive approach.

SKILLS

Operating Systems: UNIX, Windows NT/2000, Windows 98/95/XP.

Languages C, C++, Pro*C, SQL, PL/SQL, HTML, JavaScript, Java

Databases: ORACLE 6.0/7.x /8.x/9i/10g

Hardware: AIX 4.3.3, Windows 2000 Advanced Server, HP-UX B.10.20, RedHat-

Linux

6.x/7.x and MS-DOS.

Tools: Oracle Developer Suite10g Forms, Oracle 9i Forms/Reports, Developer

2000,

Designer 2000,SQL*Forms 3.0, SQL*Loader, Visio, Toad, SQL Impact,

PL/SQL Developer.

EXPERIENCE Jun 2007 to Present Senior Technical Consultant

Milestone Software Solutions, Inc. Columbia, SC

NVEnergy (Las Vegas/Reno NV)

Upgrade Client Server Architecture to Web based Release.

Converted 700 Plus Oracle Forms and Reports from Release 5.0 to 10g.

Optimized Pro*C Programs to run on new database version

Triage and corrected application issues related to the 10g Web based Release.

Involved in Configuring the WEBUTIL package on the application server and modified the forms

and reports to use the new built-in packages.

Portland General Electric (Portland, OR)



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Converted 1000 Plus Oracle Forms and Reports from Release 5.0 to 10g.


Created Mass Compile scripts for the Forms, reports, and libraries

Configured and maintained the 10g application server.

Configured the Reports server to be able to run oracle reports on the web. Triage and corrected defects after the upgrade.

Jamaica Public Service Company (Jamaica)


Converted 800 Plus Oracle Forms and reports from Release 5.0 to 10g.


Connexus Energy (Ramsey, MN)

Upgraded Connexus custom forms to 10g.

Migrated the existing custom code in the base Banner objects to 10g environment.

Migrated all the custom processes and database objects from Banner 2.2.1.5 to 4.1.3 version.

Migrated the Customer Web Access (CWA) to Banner 4.1.3 version.

ONEOK (Tulsa, OK)

Production Support and Customizations

Provided defect triage and corrections for three ONEOK gas utilities

Created Technical Specifications based on Functional specifications for new customizations

Modified Banner forms and processes as required by Technical Specifications

PragmaCAD Implementation

ONEOK replaced their legacy mobile dispatch solution with PragmaCAD. This required changes

to the inbound and outbound collector tables in Banner as well as a new interface to the

Appointment booking system.

Modified Service Order Processing Interface in Banner with the New Dispatch application

requirements for PragmaCAD.

Modified Banner processes to obtaining service order appointments and to display available

appointments to help the CSR be more efficient with the scheduling of service orders by

displaying available times in the available service areas.

Created New Appointment Window Form for the CSR’s to be able to select the available

appointment times.

June 1999 to May 2007 Senior Technical Consultant

SCT Utility Systems, Inc. / Indus International Inc. / Ventyx Inc. Columbia, SC

Developed Oracle Forms (4.5/5.0/6i/10g) , Pro*C Programs, Database PL/SQL

Procedures/Packages/Triggers

Design and development of various modules to support deregulation of utility industry – including

exchanging Customer Enrollments, Billing, and Meter Reading via Electronic Data Interchange (EDI)

transactions

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Designed and developed enhancements and customization of various Banner modules.

Worked at various client sites in all stages of implementation and was involved in many Go-Live

Situations. Involved in Data conversion and correction process of external system into Banner CIS

during pre & post implementation.

Assist in functional analysis and design by identifying, analyzing and documenting customization

specifications. This includes assisting in functional specifications for application modifications.

Manage the design/development cycle from Technical Design documents to the delivery and install of

the system modifications to the client.

Created Unix Shell Scripts for the Archive Manager and modified the existing procedures and scripts

for the Banner 4.1 Release.

Provided Oracle DBA support for various BANNER Clients. Responsibilities include:

Created and implemented automated DBA utilities.

Evaluated application performance and modify the product if necessary to meet the performance

objectives.

Monitoring application Server and its performance through OEM.

Database backup and recovery

Used new features of PL/SQL (Bulk Collect) in Migration scripts to drastically improve the

performance.

Performance and Tuning.

Managing schema objects such as tables, indexes, and views

Setting up development, test and pre-production environments

Applying code (packages, triggers, procedures, etc) and scripts to the database.

Client List

Bangor Hydro Electric (Bangor, ME)

Developed New Forms (Oracle Forms4.5) , PL/SQL packages , PRO*C programs also modified

the existing Processes as per the clients Functional requirements.

Worked extensively on the design and development of EDI Inbound and Outbound transaction

processes. Developed and modified most of the 814 and 810 transaction.

Played a major role in Implementation and Post-Go live Support.

Toronto Hydro (Toronto, Canada)

Designed and developed new forms and processes as per the functional requirements.

Modified the existing EDI Transaction Process, created a new Customer Enrollment process.

Involved in the Implementation and Post Go Live support.

Vectren (Evansville, IN)

Played a major role in implementing Banner CIS System across all three Vectren utility

companies.

Involved in Designing and developing interface between SCT Banner and MDSI Advantex

Mobile Dispatch.

Created new outbound transactions, created a new Service Order Cancel Transaction to write into

the Outbound Collector Table.

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Involved in creating and modifying the EDI Transactions for Vectren Gas Choice as per the Ohio

state Utility Interface Guidelines.

Involved in coding and implementing PIPP (Percentage of Income Payment Plan) functionality.

Involved in the Implementation and Post-Go Live support.

ONEOK (Tulsa, OK)

Involved in Designing and developing Technical Specifications and Code for the new functional

requirements on Budget calculations, Energy Assistance program, Deposits and Installment

Modules, Service Orders, Summation of taxes.

Designed and Developed customizations on Levelized Budgets, Deposits, Franchise Fee

calculation, Insufficient History Estimation Calculation, Refund Process (which is a Charge

Calculation simulation routine written in PL/SQL to calculate the charges for the complete year

on a particular rate and refund back the difference in the dollar amounts to the customer).

Modified Existing JSP’s used by the CSR Screens.

Worked as a DBA and maintained the Oracle Databases and Application Server.

Supported in all the three company implementations and Post-Go Live Support.

Participated in merging the code from all the three company’s code into one single code stream.

Atmos Energy (Dallas, TX)

Atmos Energy went live on Banner Release 4.0 along with 50 new Custom Modifications.

Involved in leading 15 of the critical enhancements, starting from the design phase till the

code is tested and delivered..

Involved in coding the Associated Services which was part of the Base 4.0 Release.

Acted as liaison between offshore programming team and internal to ensure quality

deliverables.

Major areas of functionality include Collections, Budgets, Weather Normalization, Tax

Calculation, and Loans.

Played a active and Important role throughout the project and supported in the

implementation and Post-Go Live Support.

Sierra Pacific (Las Vegas, NV)

Involved in creating the Banner 4.0 Testing Environment to be shared by the SPR Team and

Indus Team.

Maintained the Database and Application Server and made configuration changes when

required.

Below are other important clients where Mr. Madhavareddy has performed in various capacities as a

technical consultant (Senior Technical Consultant and/or a DBA).

Burbank Utilities, City of Virginia Beach, City Of Charlotte, City of Chicago, City of Palo Alto,

City of Mesa, Seattle, Portland General Electric (PGE).

EDUCATION : BS in Engineering, Kuvempu University, Karnataka, India

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Resume: Anil Kumar Mittamidi, Technical Consultant

Columbia, SC Phone Number: (571) 242-6462 [email protected]

SUMMARY More than 10 years of Client-Server and 3-Tier Application Development experience and 4 years

of experience in 24x7 Production Support

Expertise in implementing Banner Advantage utilities applications Expertise in analysis, design, development, testing and implementation of applications in the

client server environment using Developer 2000, PL/SQL, Oracle Forms & Reports

Very strong in Oracle back-end programming using PL/SQL

Experience in Logical and Physical Design of Databases using ERwin

Developed database objects, Triggers, Packages, Functions and Procedures

Tuning and monitoring database [Application tuning (SQL), which included testing the application and suggesting changes in code so as to improve performance]

Expertise in handling Very Large Database (VLDB) and OLTP environment.

Proficient in Oracle Tools and Utilities such as SQL*Loader, Import/Export, TOAD

Developed Shell Scripts for batch processing and database transactions

Worked extensively on Pro *C to generate reports

Working knowledge in Pro*Cobol

Functional knowledge of Oracle Financial modules FA, GL, AR, Budgets etc., Experience on HP 9000, IBM AIX, Sun Solaris, Windows NT/2000 and Novel Netware

Possess excellent problem solving, inter-personal and communication skills, proven self-starter

capable of working on multiple projects

EDUCATION MS in Computer Science, George Mason Univ, Fairfax, VA. TECHNICAL SKILLS Hardware : IBM PCs and compatibles, HP9000, Intel Server

Operating systems : Windows NT, HP-UX 11.x, AIX 4.x, Solaris 5.9 Languages: C, C++, Java, Pro*C, SQL, PL/SQL, Shell Scripting, Perl,

Pro*Cobol

Oracle Tools: Developer 2000, Oracle Forms 6i/9i/10g, Oracle Reports

& Technologies 2.5/3.0/6i, Oracle Discoverer,

Import/Export, SQL* Loader

Java Technologies : Servlets, JSP, JavaMail, RMI, XML RDBMS : Oracle 10g/9i/8i, SQL Server 2000/7.0


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GUI : HTML/DHTML, CSS, Java Applets, Java Script, VB 6.0 Tools :ERwin,TOAD,SQL Developer, Rational Rose, VISIO 5.0 CERTIFICATIONS & TRAINING

Oracle Certified SQL Developer Received formal training in Oracle 9i Database Administration in SQL *

International. Well versed with Architecture, Backup & Recovery and

Performance tuning concepts

EXPERIENCE Tech Lead/Sr Programmer Analyst City of Chicago Water Department - Bureau of Billing and Customer Service Chicago, IL USA Jan 2009 – Current The Department of Water Management (“DWM”) provides potable water, purifies and pumps

nearly 1 billion gallons of water per day to more than 5 million customers in the city and 125

suburbs. The DWM currently manages approximately 500,000 water accounts; 930,000 metered

and 725,000 non-metered bills are generated annually. In addition, the DWM generates

1,000,000 delinquency letters a year.

Responsibilities:

Designed and Implemented MeterSave/Universal Metering project where the non-metered customers are encouraged to become metered and with a 7-year guarantee starting from date of installation to allow the account holder/homeowner to pay the lesser of the actual metered rate or the assessed rate (including any rate increases)

Involved in Employee Indebtedness project where employees are excluded from normal Collection processing and handled separately through Custom Collection Agency processes

Involved in Property Tax Debt Relief project

Designed and Developed Custom Refunds processing

Customized the Collection Agency processes

Involved in Server Migration

Assisted the Business Analyst in developing the Requirements and Functional Design Documents

Responsible for writing the Technical Specifications document

Developed several Custom SQL/Pro*c reports

Multi-Streamed Payment Application Process and tuned the process bringing the run time from 2 hours to 20 minutes

Tuned Bill Print process bringing the run time from 80 minutes to 40 minutes

24x7 Production Support Environment: SCT Banner 3.2, Forms 6i, Solaris 5.9/5.10,Appworx 6

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Tech Lead Atmos Energy Dallas, TX USA Mar 2008 – Jan 2009 Atmos Energy is the largest natural-gas-only distributor in the United States delivering natural

gas to 3.2 million residential, commercial, industrial, agricultural and public-authority customers

and providing distribution services to more than 1,600 communities in 12 states.

Cash Reconciliation Project:

CRaIG system is designed to search for Payments and Funding and to monitor what is sent to

Atmos bank account as well as customers CIS accounts. It is specifically created for improved

and more accountable matching between payments posted to the CIS System, deposits made to

the Atmos bank account and amounts shown on monthly bank statements.

Responsibilities:

Involved in the Requirement gathering

Responsible for the Design and Development of the process


Responsible for streamlining the project into different phases as per the functionality to overcome the time constraints

Developed Front-End screens for monitoring daily activity using PHP

Developed Perl scripts to catch any discrepancies during the daily batch processing

Developed the main Reconciliation Process that matches the Bank Statement data and Banner Payments Data using a unique identifier and spit out exceptions

DataMart Project: DataMart (Margin Analysis and Reporting Tool) is designed to establish an integrated data mart with accurate and consistent financial and statistical information to facilitate gas margin analysis and reporting, enabling Atmos to better manage its business. Responsibilities:

Involved in the re-design of DataMart project

Developed the Perl reports to extract the GL data and consumption data out of Banner

Environment: Banner 2.2.2.1/Banner 4.1, Forms 6i/10g, PHP, Perl, Oracle 10g Tech Lead SPR. Reno, Nevada, USA Dec 2007 – Current Sierra Pacific Resources is a holding company whose principal subsidiaries are Nevada Power

Company, the electric utility for most of southern Nevada, and Sierra Pacific Power Company,

the electric utility for most of northern Nevada and the Lake Tahoe area of California.

Cash Balancing Project:

Sierra Pacific Power Company (SPPC) uses the Cash Balancing procedure to account for all

customer payments deposited into the SPPC bank accounts and to account for all payments

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posted to SCT Banner® and Orcom. Purpose of this project is to automate the existing Cash

Balancing process which involved extensive usage of Excel Spreadsheets and manual effort.

Responsibilities:

Involved in the Requirement gathering

Responsible for the Design and Development of the process


Responsible for streamlining the project into different phases as per the functionality to overcome the time constraints

Responsible for writing the Technical Specifications document

Developed Custom forms to meet the users requirements

Developed Verification Process that matches the Bank Statement data and Banner Payments Data

Environment: SCT Banner 2.2.2.1, Forms 6i Sr. Programmer Analyst/Production Support ONEOK, Inc. Tulsa, OK, USA Dec 2005 – Current ONEOK, Inc. is a diversified energy company, among the largest natural gas distributors in the United States, serving more than 2 million customers in Oklahoma, Kansas and Texas. Role: Daily Responsibilities included resolving critical and non-critical issues, escalating them to Indus, if necessary and working on PCR’s for enhancements to the existing functionality. Responsibilities:

Extensively involved in identifying and fixing issues with Budgets, Deposits, Payment Arrangements etc.,

Responsible for fixing the long-standing issues with Charge Calc, Bill Print and Delinquency

Responsible for writing data correction scripts after outstanding issues have been resolved

Involved in the installation of Oracle 10g Application Server (9.0.4.2) on RHEL 4.0

Assisted in the Conversion of Legacy database to Banner and also the implementation of Banner Web on Oracle 10g Application Server for ONG (Oklahoma Natural Gas)

Involved in tuning of long-running processes and reports using Explain Pan and TKProf utilities

Responsible for dealing with Indus GCS (Global Client Services) and co-ordinate with them to get the issues resolved quickly

Responsible for resolving the issues with the batch processes

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Involved in the enhancements to the IVR Web functionality

Developed several SQL scripts to extract billing, revenue and service information Environment: CIS Banner Advantage, Oracle 10g Application Server, Oracle 9i/10g, AIX 5.0, Pl/Sql, Forms 6i/10g, Shell Scripting, PVCS, Banner Scheduler, Mercury TestDirector 8.x, SQL *Loader, Pro*C, Pro*Cobol Sr. Programmer Analyst/Production Support SPRINT NEXTEL Corporation, Herndon, VA , USA Jun 2005 – Dec 2005 ATLAS (Asset Tracking Logistics And Status) System provides an enterprise asset management solution for tracking and valuating the Cell Site inventory. ATLAS system is an integration of different systems - Empac, developed by Indus International serves as the operational database for tracking and maintaining FNE in warehouse locations. MWarehouse, a remote computing application developed by Telispark serves as the entry point for EMPAC inventory transactions. MFieldWorks, developed by Telispark, is a remote computing solution that allows field engineers to view asset configurations, site-specific operational information, and inventory availability. PowerPAC is a custom-developed computing application that allows for data correction. Role: Worked in Production Support team that provides 24x7 support for production issues. Mainly involved in dealing with the production critical issues and Change Controls for enhancements to the system. Served as a primary point of contact for the production issues. Responsibilities:

Extensively involved in the re-design of the CSI/ISI interface with PeopleSoft

Worked on the application design for the PO Redirects and On-Order Quantity Change

Responsible for handling critical production issues and delivering the fixes within the deadlines

Coordinated with the vendors Indus and Infowave to initiate the Service Requests for the production bugs and have the fixes delivered within the time frame

Worked with Production Support DBA in planning and implementing the upgrades to the system

Developed PL/SQL Packages, Stored Procedures, Functions and Triggers to meet with the new requirements

Created Unix Shell Scripts to generate .csv files for sending the cost information to People soft

Developed screens using Forms 6i for data entry and loading data from Excel sheets

Involved in tuning the problematic sql queries using Explain Plan, Oracle Trace and TKPROF utilities

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Responsible for developing the functional and technical design documents Environment: Oracle 9i, HP-UX 11.x, Forms 6i, Pl/Sql, Shell Scripting, PVCS, AutoSys Scheduler, Mercury TestDirector 8.x, SQL *Loader Senior Programmer Analyst Jun 2003 – May 2005 INDUS International Inc, Columbia, SC Banner Advantage CIS is Indus’ complex billing solution (formerly known as SCT Banner) that helps energy and utility companies use integrated applications to design, market, administer, and bill new pricing options -- regardless of market requirements. The system provides a flexible interface for managing customer records through the Intranet. Role: Worked with a team implementing Banner Advantage CIS (formerly known as SCT Banner), a billing system for utilities. Responsibilities:

Extensively involved in the design and Customization of Deposit Installments, Service Orders, Budgets, Payment Arrangement modules for the client

Involved in the customizations to the Accounts Receivable Report and A/R XFer Process

Involved in customization/development of General Ledger Feed process, Cash Remittance Payment Interface process(CRPI), Energy Assistance I/O process etc., using Pro *C

Involved in the development of X-Connectors interface between the BANNER Advantage and a third-party Scheduling software CLICK in Service Orders module, by sending the data (related to Appointments) in XML format

Involved in the customization to the Inbound/Outbound Collector packages, interfacing with Mobile Dispatching Systems

Involved in Base 4.0 development process, specifically in Budgets, Deposits, Payment Arrangements, Service Orders, Collections modules etc.,

Customized existing forms and developed new Forms and Reports to meet with new business requirements

Troubleshoot deficiencies, logical inconsistencies and queries, found with problem Data rejected from the databases during data entry

Developed and Enhanced the UNIX shell scripts to automate the generation of database scripts like alter table, insert/update/delete scripts, data/object layer packages etc.,

Responsible for developing Technical Specifications and Database Design documents from the Functional Design Documents for various modules in Banner Advantage like Billing, Adjustments, Service Orders, Collections, Payment Arrangements etc.,

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Fine Tuned SQL queries using Explain Plan and TKProf utility

Involved in migrating data from legacy databases to Oracle database using SQL* Loader and PL/SQL UTL_File package

Environment: Oracle 9i, AIX-RS/6000, Pl/Sql, Forms 6i/9i, Pl/Sql, Pro*C, Shell Scripting, PVCS, ClearQuest, Mercury TestDirector 7.6, SQL *Loader ITU-TECH Developer/DBA Information Technical Unit, George Mason University, Fairfax, VA Feb

2001- May 2003

Involved in enhancing the existing design creating logical design and physical database using Erwin

Performed regular tasks such as database monitoring, space management, and working on small enhancements

Wrote scripts to automate backups of the University databases

Involved in creating, enhancing and debugging Pro *C programs, stored procedures, packages and database triggers for certain business logics

Fine tuned SQL Queries using Explain and TKPROF utility

Used Migration Workbench to migrate from Access 2000/SQL Server to Oracle 9i

Involved in data conversions and data porting from test files using SQL *LOADER and UTL_File

Used Oracle LogMiner to audit and debug the specified transactions

Resolve locking problems and maintaining the available free space in the database

Fine-tune the system by checking for bugs and eradicating them

Environment: Oracle 8i/9i, Sun Solaris 2.6, Windows NT 4.0, Pl/Sql, Oracle Enterprise Manager, Shell Scripting Database Developer Pharmacology Dept, Wayne State Univ, Detroit, MI Aug 2000 - Jan 2001

Installed and maintained Oracle 8i database on Windows Server

Extensively involved in the analysis, development and design of the Database, ER diagram and database composition with referential integrity constraints and triggers to avoid the duplication and to impose the business requirements

Wrote database triggers for data consistency, and also manipulations of tables Used SQL*Loader to move Excel spreadsheet/text files to Oracle

Used Oracle import/export utilities to move data from different oracle databases

Generated reports from SQL* PLUS and Oracle Reports for Research Staff and Faculty

Environment: Oracle 8i, Pl/Sql, Oracle Reports 2.5, SQL *Loader, Windows NT

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Resume: Dwayne Bishop, Project Manager

Snellville, GA (404) 274-8370

[email protected] PROFESSIONAL EXPERIENCE: May 2007 – Present MILESTONE SOFTWARE SOLUTIONS, INC

Senior Consultant/Project Manager I served as a consultant with the City of Charlotte, N.C. Responsible for

managing the city’s business analysts during the business process re-engineering and training portion of their upgrade to Banner 4.0 release. Aided in the development of the process flows and training documentation. For the last four years, I have been serving Sierra Pacific Resources as a business analyst and project manager on projects in their CIS business unit. I was the PM for the Oracle 10g uplift for both Las Vegas and Reno and have been on five other project go-lives since. I served as the PM for the City of Longmont, Colorado, on their migration to Banner release 4.2. This was an eleven month project that included three different consulting companies plus the client, all working together.

March 1998 – January 2007 SCT Utility Systems/Indus International Columbia, S.C Consultant/Manager/Director Consultant – Trained clients on the Banner solution. Engaged them on

their business process reviews and mapping out their internal business processes. Worked with several clients from inception to go-live including; Seattle City Light, City of Flint, Michigan, City of Wichita Falls, Texas, Nebraska Public Power.

Project Manager – Served as PM for the City of Wichita Falls and Select Energy.

Director of Education – Responsible for all training both internal and external for clients and employees. In this role, I directly managed two training managers and a training coordinator. My organization also consisted of forty five training consultants who were responsible for all clients training. I also served as the corporate lead in remodeling the training methodology to be used corporate wide for all software implementations.

Director of Operations – With the purchase of SCT by Indus, I was promoted to the Director of Operations where I was responsible for all client implementations from a functional perspective along with staffing, forecasting and revenue generation for the professional services organization. My organization was a team of sixty five that consisted of all trainers, testers, business analysts, source control and project managers. Under my direction, we established a new implementation methodology that incorporated the new training methodology and focused on the client’s business needs and education throughout the project in order to result in the “no modification” approach.

As director, I also acted as executive sponsor for several clients during their implementation. Some of these clients included; Cobb County Water,


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Vectren Utilities, Anchorage Water, Omaha Municipal Utilities District and City of Chicago Water.

September 1984 – July 1998 Westinghouse Nuclear Fuel Division Columbia, S.C. Technician/Operations Supervisor Worked as a technician performing isotopic analyses for the nuclear fuel

fabrication division. Transferred to the process development department, where I served as one of the project managers during the development of the integral fuel, burnable absorber process that eliminated the need for control rods in the reactors. Once the process went live I was asked to supervise a team of fifteen technicians. My responsibilities included training, forecasting and scheduling.

December 1980 – June 1984 Amax Specialty Metals Corp. Chemical Engineering Technician Held the position of Chemical Engineering tech., responsible for the

production design and monitoring of specialty alloys. Responsible for the operation of the metallurgical laboratory and the analyses.

Promoted to plant Superintendant of the industrial pretreatment facility, supervising the laboratory and technicians. Managed the process design, development and implementation of a multimillion dollar metal recovery and treatment facility.

Education: 1977-1981 University of South Carolina BS Chemistry/Biology

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Resume: Edith Mercado, Principal Consultant

Orlando, FL (407) 927-6305 [email protected]

Professional Profile

Edith Mercado is a consultant working for Milestone Software Solutions, Inc. in the utility software integration field. She has held leadership positions on Customer Information System (CIS) projects for a variety of public and private utility companies. She has over 20 years of utility experience of which the last 11 years have been working on CIS projects including planning, designing, testing, and documentation. Additionally, she has in depth experience with gathering requirements, documenting functional and technical design. Interface testing experience includes inventory management, general ledger, meter reading, and bill printing software. She has experience in client server, web technologies, and full life-cycle project development.

Edith has excellent communication and writing skills that she uses effectively in analysis, meetings, training, and business writing.

Employment History May 2005 – Present - Milestone Software Solutions, Inc. Principal and CFO

Lead Consultant on CIS Implementations

Change Management Lead on an Oracle CIS implementation.

Coordinated and conducted training on Oracle CIS implementation on the client side.

Lead Functional Architect in the design and implementation of integrating RNI meters to an MDM system and ultimately to BANNER CIS. The design and implementation included the ability to bill using billing determinants received from the MDM or register reads received from the RNI and the ability to remotely connect/disconnect AMI meters.

Requirements Gathering and documentation of Business Processes

Developed Training curriculum for Financial and Revenue departments.

Conducted financial training.

Balanced A/R for multi service utility and documented balancing and troubleshooting procedures.

Definition of CIS Functional Design

Configuration of CIS System to meet client requirements


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March 2005 – May 2005 SPL, Inc. Architect

Prepared and obtained client signature on Process Analysis Report. The process analysis documented the process by which requirements were gathered and modifications were designed.

Consulted on Conversion balancing.

October 1998 – March 2005 Indus International

Sr. Principal Consultant

Developed functional solutions incorporated in base CIS software billing system

Developed requirements and functional design documents for customized software applications

On-site support for software testing, general implementation and post go-live production support.

Performed client assessments related to go live preparedness, migrations and financial reassurance.

Worked with clients on any business process re-engineering required to effectively utilize billing system.

Developed system test plans with clients to test the system.

Managed test plans and executed tests. In addition, resolved issues and tracked defects.

Developed touch matrix for base product to be used to test the base line system and facilitate testing customer code modifications.

Assisted in building Fagan inspection process and performed Fagan reviews of documentation.

March 1989 – October 1998 Orlando Utilities Commission

Special Project Administrator– September, 1993 – October, 1998

Member of project team responsible for documentation and implementation of new CIS system.

Lead the testing team in the development of test plan, test cases.

Lead the training team in developing approach to use in training all the USERS in the utility

Assisted in the development of the RFP and RFI for the replacement of the CIS system.

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Various Positions within the Utility March, 1989 – August, 1993

Commercial Billing Specialist responsible for handling commercial accounts.

Customer Service Lead responsible for training new hires and managing about six customer service representatives.

Customer Service representative responsible for answering customer calls and resolving customer issues.

September 1985 – June 1988 Holy Cross School Teacher of Mathematics & General Science for Grades 7 & 8 Formal Classroom Instructor.

Responsibilities included planning mathematics curriculum objectives, choosing textbooks for classroom use, planning and implementing an introductory science laboratory for intermediate level students, planning eighth grade activities, graduation exercises and coordinating class trips.

August 1980 – June 1985 American Hydron Controller

Coordinating the activities for the Credit/Collection, Return Lens, Accounts Payable, Accounts Receivable and General Accounting departments.

Liaison between Electronic Data Processing and Operations department.

Implemented On-Line Customer Service System, designed and implemented computer system to be utilized by the Credit/Collection and Return lens departments

October 1975 – August 1980 Clevepak Corporation Staff Accountant

Prepared bank reconciliation, inter company billings and consolidated financial statements.

Responsible for balancing the accounts payable and accounts receivable to the general ledger.

Assignment History

Milestone Software Solutions – Functional Lead – NV Energy

Advanced Services Delivery (AMI / AMR Project)

Requirement gathering

Development of design to be implemented for gaps identified between the product and the requirements.

Milestone Software Solutions – Change Management Lead – City of Cleveland, OH

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Responsible for End User Training and Business Process Development

Assisted with testing of CIS Business Processes

Conversion Data Validation and Balancing

Support of client through successful Go Live Milestone Software Solutions – Functional Consultant – Oklahoma Natural Gas (OneOK)

Requirement gathering

Development of design to be implemented for gaps identified between the product and the requirements.


Support of client through successful Go Live Milestone Software Solutions – Functional Consultant – Orlando Utilities Commission

Balanced Accounts Receivable to the General Ledger.

Balanced Deposit Liabilities.

Documented balancing procedures and troubleshooting tips. Indus International

Principal Consultant – Texas Gas Services (OneOK)

Principal Consultant – Kansas Gas Service

Principal Consultant – ATMOS Energy

Principal Consultant – City of Seattle

Functional Lead – Sierra Pacific Resources (Las Vegas and Reno)

Principal Consultant – West Coast Energy (6 Utilities)

Functional Lead – City of Riverside

Principal Consultant – Memphis Power & Light

Principal Consultant – City of Alexandria

Principal Consultant – City of Lubbock

Principal Consultant – Vectren

Principal Consultant – CGCU

Principal Consultant – New England Gas

Principal Consultant – Philadelphia Suburban Water

Principal Consultant – El Paso Electric

Education and Background

Bachelor of Science degree in Mathematics from The Catholic University, Ponce Campus, Ponce, PR May 1974

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Resume: Frank Anderson, Principal Consultant

Charleston, SC (843) 323-5589 [email protected]


Frank Anderson is a consultant working for Milestone Software Solutions, Inc. in the utility software integration field. He has held leadership positions on Customer Information System (CIS) projects for a variety of public and private utility companies. He has over eleven years of project experience including planning, designing, testing, and documentation. Additionally, he has in depth experience with gathering requirements, documenting functional and technical design. Interface testing experience includes mobile workforce management, inventory management, general ledger, meter reading, and bill printing software. He has experience in e-business, client server, web technologies, and full life-cycle project development.

Frank is a team player and acquires skills and knowledge with little training. He has excellent communication and writing skills that he uses effectively in analysis, meetings, training, and business writing.

Employment History February 2006 – Present Milestone Software Solutions, Inc, Charleston, SC Principal Consultant

Lead Consultant on CIS and other Customer Service applications Implementations


Definition of CIS Functional Design

Configuration of CIS and FFM Systems to meet client requirements January 2005 – February 2006 IBM Global Services, Charleston, SC IT Specialist

Process Team Lead in an ERP and Work Management Package Software Implementation

Created Common Business Processes diversified energy company

Developed Documentation for common business processes July 1997 – December 2004 Indus International, Columbia, SC Senior Business Analyst

Implemented Customer Information Systems for traditional and non-traditional utility companies in the US.


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Led requirements gathering and documentation for 3 traditional utility companies.

Led and documented design sessions with the client and third party consultants.

Architected software enhancements added to the base package.

Reviewed and approved design specifications

Assignment History

Milestone Software Solutions – Functional Lead – ONEOK Maintenance and Support

Gather requirements from clients for enhancements to the Banner CIS Billing System

Develop high level design documents for review with the Client and used by the Technical staff for estimations.

Test and Triage reported issues. Work onsite with the client through procedural and other non-coding issues

Identify and develop data clean up scripts for all areas of the system – mainly dealing with Budget accounts and out of balance Deposits.

Make assignments of defects and change controls to be worked by functional team members

Milestone Software Solutions – Functional Lead/Project Manager – City of Charlotte EPL Project

Gathered functional requirements for the End Point Link Pro implementation (Itron ERT Maintenance & Testing software)

Designed and documented service order interface and additional modifications in Customer Suite 4.0

Lead testing for the project including business process, integration, and data migration/go live testing

Developed detailed go live plan using MS Project 2007 Milestone Software Solutions – Functional Lead – City of Charlotte SS8 Project

Gathered functional requirements for the Service Suite 8 implementation

Provided functional expertise in the Customer Suite 4.0 Service Order module

Configured and customized the Service Suite screens using the Compose Application.

Lead testing for the project including business process, integration, and data migration/go live testing

Milestone Software Solutions – Functional Lead – City of Charlotte BAM Project

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Lead configuration of the Collections area for the Banner to Advantage Migration project (Customer Suite 4.0)

Lead data migration testing and worked with the software vendor on updates to migration scripts

Provided post-migration support to the City Milestone Software Solutions – Functional Consultant – Oklahoma Natural Gas (ONEOK)

Worked with Transportation Billing Group and Traditional sales on configuration and integration of Customer Information System


Support of client through successful Go Live IBM Global Services - Obtain Work/Sales & Collection Team Lead – Detroit Edison

Led client to common business processes for gathering work, billing, and collections across all divisions, which included gas and electric distribution, generation, transportation, storage, and product sales.

Team responsibilities were relationships with the internal and external customers, such as accepting work requests and billing and collecting monies from work performed.

Integrated software solutions included Maximo, SAP Sales and Distribution (SD), MDSI Advantex, Documentum Smart Forms, and legacy energy billing systems.

Indus International – Functional Lead – Kansas Gas Service (ONEOK)

Lead requirements study and gap analysis

Worked with Project Team on Business Process Design

Review and Approval of functional design for CIS modifications

Assisted with testing and defect triage

Indus International – Functional Lead – Texas Gas Services (ONEOK)

Lead requirements study and gap analysis

Worked with Project Team on Business Process Design

Review and Approval of functional design for CIS modifications

Assisted with testing and defect triage

Indus International – Business Analyst – Memphis Light, Gas, & Water

Documented requirements related to Mobile Workforce/CIS Integration

Specified software changes to meet requirements

Proposed and instituted standard change control procedures

Functional Support for integration testing of service order interface

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Indus International – Functional Lead – City of Kansas City Water & Sewer Department

Managed the requirements study and gap analysis

Proposed solutions to customer requirements based on CIS capabilities

Recommended business procedure changes

Responsible for providing modification hour and completion date estimates

Indus International – Functional Lead – Miami-Dade Water and Sewer Division

Managed requirements study and gap analysis

Provided Banner Advantage CIS consulting to KPMG software integrators


Bachelor of Science degree in Business Administration from The Citadel, Charleston SC, May 1997

Oracle CC&B Fundamentals Boot Camp, February 2011

Summary

Industries: Energy and Utilities (Regulated and Deregulated) Project Domain:

Requirement Gathering and Documentation, Application Design, Interface Design and Testing, Testing – Planning, Developing and Executing,

Hardware: HP 9000, PCs, Operating Systems:

UNIX, HP/UX, AIX, Windows 2000, Windows XP, MS-DOS, VMS

Computer Languages:

SQL, PL-SQL, Pro C, COBOL

Middleware TIBCO

Thin Client Citrix Meta frame

RDBMS: ORACLE 8.x, 9.x, 10g, Microsoft Access Development

Tools: ORACLE Forms; Service Suite Compose Application

Applications: Banner/Advantage/Customer Suite 2.x, 3.x,4.x, TOAD, Microsoft Office 2007, Microsoft Project, Service Suite 8 (Advantex)

Methodologies Training: Banner Advantage 2.x, 3.x

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Resume: Katherine Jeffrey, Consultant


SUMMARY Experience in gathering, managing, and documenting business and functional requirements, and

communicating effectively with upper management, developers, and quality assurance engineers.

Worked with over 15 domestic and international utility clients to implement customer information

systems.

Strong training background, including curriculum development and classroom learning.

Excellent interpersonal skills with a unique ability to establish rapport with clients and colleagues.

Accustomed to working in time-sensitive project environments with demonstrated ability to prioritize

activities and accomplish goals.

Ability to function as a leader as well as a team player with imaginative and visionary aptitude.

PROFESSIONAL EXPERIENCE Milestone Software Solutions November 2009 to Present

Consultant

Collaborate with customer to define and document new functionality based on the customer’s

business requirements.

Develop and execute detailed system test plan for client’s COBOL compiler replacement. The plan

included baseline of existing compiler code, as well as regression and verification of new compiler

results.

Provide comprehensive support including logging, prioritizing, and delivering code fixes. Develop test strategy and manage the testing effort for the billing phase of the NV Energize project.

Coordinate and execute the following levels of testing for major upgrades and enhancements -

integration, system, parallel, and user acceptance.

Conduct core team product training for a migrating client.

eMeter Corporation April 2008 to November 2009

Senior Technical Writer

Work in a team environment to expand documentation deliverables from very minimal

documentation with no how-to steps to a suite of documents including API documentation and

installation materials.

Personally responsible for revamping the installation documentation for UNIX and Windows in

support of new installation tools.

Participate on review teams for new software requirements to analyze feasibility to implement.

Produce configuration management worksheets for a system administrator audience to use when


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implementing the system.

Create new documentation based on functional specifications and interviews with product

development subject matter experts.

Ventyx February 2005 to March 2008

(Formerly Indus International, Inc.)

Senior Trainer / Senior Technical Writer

Redesigned documentation templates to establish a new framework for delivering both implementer

and end user training materials.

Created documentation for the entire Customer Suite product line, including training agendas,

instructor guides, student guides, step-by-step procedures, composite business flows, and PowerPoint

presentations.

Created single source for documentation to ensure consistent, reproducible, and accurate education of

end users.

Represented documentation and training team at development functional review briefings and

participated in defining a functional/documentation strategy for future releases.

Delivered internal Organizational Readiness Training in both classroom and online environments.

Developed demonstration data for scenario based training.

Indus International, Inc. July 2004 to February 2005

Technical Support Engineer

Provided technical direction and advice regarding the implementation of software fixes to clients.

Conducted research and communicated necessary software enhancements to product management and

product development teams.

Responded to client inquiries concerning systems operation and diagnosed system software problems.

Provided consultation, diagnosis, escalation, and resolution implementation.

Indus International, Inc. October 2003 to July 2004

(Formerly Systems and Computer Technology)

Lead Functional Analyst/Project Lead

Onondaga County Water Authority (OCWA)

Clarified client requirements and business needs via feedback sessions and client meetings.

Analyzed client business requirements and processes and proposed functional solutions.

Created Business Needs Analysis document, based on 30+ client interviews.

Created Functional Gap document detailing business solutions for business needs not directly

supported by the application.

Conducted core team and end users training for a billing, meter reading, and customer service

audience.

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Provided change management to support re-engineered business processes achieved by system

configuration.

Coordinated all software functional design for the project.

Assisted the quality assurance team in reviewing test cases and test plans.

Consulted with technical, conversion, and client leads resulting in an on-time successful go live.

Systems and Computer Technology May 2000 to October 2003

Business Consultant

Re-engineered, documented, and trained custom business process flows resulting in more efficient

client business practices.

Assisted in numerous client go-lives on the Customer Suite product line.

Developed and executed detailed system test cases for new and migrating clients.

Analyzed rate structures for gas, electric, water, and sewer for billing.

Conducted training needs assessment prior to product training for new clients.

Conducted core team product training for new and migrating clients.

Provided hands-on train the trainer and end user training both internally and for partners.

EDUCATION Bachelor of Arts in Psychology and Secondary Education

University of South Carolina, Columbia, South Carolina

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Resume: Brian Menard, Consultant



Brian Menard is a consultant working for Milestone Software Solutions, Inc. in the utility software integration field. He is an accomplished Consultant and Implementation Specialist with experience implementing both Customer Information and Workforce Management Systems. Proven ability to design effective strategies, streamline business processes and configure and implement software systems to support improved business efficiencies and results.

Brian is a team player and acquires skills and knowledge with little training. He has excellent communication and writing skills that he uses effectively in analysis, meetings, training, and business writing.

Employment History January 2009 – Present Milestone Software Solutions, Inc, Columbia, SC Consultant

Consultant on CIS and other Customer Service applications Implementations


Test Case and Test Plan design January 2008 – January 2009 Ventyx Inc, Columbia, SC Technical Lead / Implementation Specialist – Service Suite 8

Technical Lead within the Professional Services Organization (PSO)

Technical and non-technical consulting provided on PSO projects

Direct point of contact for all customer needs on PSO projects April 2007 – January 2008 Ventyx Inc, Columbia, SC Technical Support Engineer – Service Suite 8

Directly responsible for managing six clients within the Global Client Services (GCS)

Provided 24hr Technical Support

Worked directly with development resources for problem resolution

February 2006 – April 2007 Indus International, Columbia, SC Business Analyst / Quality Assurance – Customer Suite


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Business Analyst to multiple project in implementation and support

Provide Quality Assurance for development and on projects

Assignment History

Milestone Software Solutions – Functional Lead – City of Longmont Customer Suite 4.2 Migration

Performed Rules and Validation workshop

Execute and track testing effort

Go-Live support

Milestone Software Solutions – Functional Lead – Vectren Energy Fixed Amount (1/9th) Project

Documenting and gathering of new requirements

Test Case and Functional design documents

Provided and tracked project status, meetings, testing, issue resolution, change requests, documentation updates

Milestone Software Solutions – Functional Consultant – City of Chicago Server Migration Project

Test Case and Test Plan development

Performed testing on Banner, QAS, and all third party interfaces Milestone Software Solutions – Functional Consultant – City of Chicago MeterSave Initiative

Documenting and gathering new requirements.

Functional and Test Case Design

Performed all testing, provided post go-live support and issue resolution Milestone Software Solutions – Functional Consultant – City of Chicago Full Payment Certificate BPA

Documenting and gathering all existing requirements.

Developing a new solution

Performed all interviews, meetings, documentation of existing processing, documentation for possible new solution, flowcharts, and detailed data analysis

Milestone Software Solutions – Functional Consultant – City of Chicago Exception Processing BPA

Documenting and gathering all existing requirements

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Developing a new solution to help automate exception processing

Performed all interviews, meetings, documentation of existing processing, documentation for possible new solution, flowcharts, and detailed data analysis

Milestone Software Solutions – Functional Consultant – ONEOK Support

Supporting existing issues and providing solutions for new requirements

Functional and Test Case design

Provided support, developed and documented new solutions, testing Ventyx Inc – Technical Lead – Yadkin Valley Telephone SS8 Project

Installation and configuration of Workforce Managements.

Installation of third party software.

Performed requirement workshops, solution design workshops, training, form design, and host message configuration.

Ventyx Inc – Technical Lead – Florida Power and Light MA Desktop Project

Designed over twenty new forms and views for MDSI Advantex Application.

Performed several requirement workshops and worked directly with end users to gather information needed to design forms and views.

Ventyx Inc – Technical Lead – City of Charlotte SS8 Project

Provided on-site go live support for a successful implementation of three Ventyx products.

Resolved several go live issues on site including but not limited to problems viewing reports, processes continually crashing, and orders not being automatically dispatched.

Indus International – Business Analysts – Portland General Electric

Provided quality assurance and worked on several customizations that include Charge Code Entry improvements, On-Peak Demand Billing, Reject Payment Processor, Sliding Block Billing, and Deposits.

Indus International – Business Analyst – City of Chicago

Designed test cases and provided quality assurance on the implementation of Badger Connect Meter Reading Interfaces.

Indus International – Business Analyst – Vectren Corp

Designed functional documentation, test cases, and testing for customization to percentage based billing and delinquency.


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Bachelor of Science degree in Information Studies from The Florida State University, Tallahassee Fl, December 2003

Oracle CC&B Fundamentals Boot Camp and Functionality for Implementers, February 2011

Summary

Industries: Telco, Cable, and Utilities Project Domain:

Requirement Gathering and Documentation, Application Design, Interface Design and Testing, Testing – Planning, Developing and Executing,

Hardware: PCs, Operating Systems:

UNIX, HP/UX, AIX, Solaris, Windows XP, MS-DOS,

Languages: SQL, PL/SQL, Visual Basic

Middleware Websphere, SDMI, Datastage

Thin Client Citrix Meta frame

RDBMS: ORACLE 8.x, 9.x, 10g, Microsoft Access Development

Tools: Service Suite Compose Application

Applications: Oracle CC&B 2.x, Banner/Advantage/Customer Suite 2.x, 3.x,4.x, TOAD, Microsoft Office, Microsft Visio, Microsoft Project, Service Suite 7.x, 8.x (Advantex)

Methodologies Training: Customer Suite 4.x, Service Suite 8.x

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Resume: XSLT / XForms Developer

ACCOMPLISHMENTS:

Accomplished, self-motivated Software Architect with over 15 years of experience developing client/server and Web applications using Oracle 11i SQL, ColdFusion 9, JavaScript and jQuery1.7 technologies.

Innovative thinker: Able to bring proactive, dynamic solutions to difficult or high-pressure situations.

Unique ability to translate complex technical information into plain English for the benefit of end-users at all levels.

Work Ethic: Works with a positive, proactive attitude, consistently delivers high-quality development solutions under the tightest deadlines.

Roles: Web/Database Developer (NIH/NIEHS, RTI, eBay, NASA, GlaxoSmithKline, Navy), System Administrator, Database and Web Developer (EPA), Senior Programmer (NIEHS), Security Consultant (US Post Office).

EXPERIENCE: Environment Protection Agency, RTP, NC 7/12-9/12 Lockheed Martin and Zachery Piper, LLC Software Engineer

Responsibilities included creating and maintaining web sites and database for the Environment Protection Agency

Created web pages with User Interface Coding, added a new search box using JavaScript for the new AIRNOW website used to display Air Quality Indexes for the US.

Wrote queries and exported data for the AIRNOW database school flag program

Enhanced the OASIS intranet website by implementing the new multi-level drop down menu in jQuery1.7, HTML5, and CSS3

Conducted Disaster Recovery Testing for the reports and forms on the AIRAQS EPA database

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Environment: ColdFusion 9 with Fusebox 5 API, CSS3, JavaScript, jQuery 1.7, HTML5, ADOBE CS4, Oracle 11i Databases. UNC Chapel Hill, NC 4/12 – 6/12 Web Developer Responsibilities included creating and maintaining web sites for the Office of Student Affairs at UNC Chapel Hill

Redesigned website for the “Family Weekend Reservation” system and the “Career Services” system using User Interface Coding

Adding the Model-Glue 3 Framework to the existing applications Environment: ColdFusion 9, CSS3, JavaScript, HTML5, ADOBE CS4, and MS SQL Database.

C Systems LLC – Goldsboro, NC 2/11 – 4/11

Web Developer

Remote Technical Support and Web Development

Enhanced website and consulted with clients

Updated content and graphics using

Uploaded changes to server using FTP

Environment: ColdFusion 8, CSS, JavaScript, XHTML, ADOBE CS4

Marine Corps Air Station - Cherry Point, NC 06/10 – 9/10

Senior Web Developer

Senior Web / Database developer and System Administrator for the V22 and 18 other aircraft information systems for the US Marine Navy Air Station at Cherry Point, NC.

Responsibilities included creating, enhancing, and maintaining the 19 websites and databases for the Chit Management system.

Responsible for maintaining documentation including Requirements, Design diagrams, PowerPoint Presentations and Quality Assurance, 508 Compliance. Keeping all procedures and methodologies consistent with an ISO standards development environment.

Environment: ColdFusion 8, CSS/JavaScript, XHTML, ADOBE CS4, MS ACCESS 2007 and MS SQL and Sharepoint Databases. Marine Corps Air Station - Cherry Point, NC 5/08 – 2/10 Web / Database Developer

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Developed and maintained the Metric Web Intranet sites for US Marine Navy Air Station

Responsible for ISS FF (In Service Support Fast Forward) Metric System development for the US Navy (NAVAIR) located at Cherry Point Marine Corps Air Station.

The Metric system generates charts, graphics and statistical reports for the department managers and commanders of the Department of the Navy at Cherry Point, NC and North Island, CA.

Database responsibilities included writing and maintaining complex SQL queries, updating and creating database tables, views, and stored procedures:

Monitored and corrected system problems

Designed with User Interface Coding to create new reports and charts on the intranet web sites.

Created documentation for the Oracle Database and Websites, including Requirements, Test Plans, and User Guides.

Security Clearance: Position of Trust (DoD)

Environment : ColdFusion 8, PhotoShop, Flash, Fireworks, XML/CSS/JavaScript, XHTML, SQL, PL/SQL, Materialized Views, Procedures, ORACLE 10g databases. Tools: TOAD, Beyond Compare, PowerPoint, MS Office Suite, ADOBE CS4

CISYS, Inc – Raleigh, NC 12/07 – 02/08 Web / Database Developer

Developed event registration web site for the company “Presentation Strategies” on a contract to Astellas and GlaxoSmithKline.

Wrote new application, database and reporting software for the web using ColdFusion MX, CSS, XHTML and JavaScript code.

Developed website from wire frames provided by designers and added graphics using Fireworks and Photoshop.

Uploaded changes to server using FTP.

Developed database using MS SQL Server 2005 and populated database with excel files using Data Transformation Service.

Environment: ColdFusion MX, Photoshop, Dreamweaver, Fireworks, CSS, JavaScript, XHTML, MS Office Suite, ADOBE CS4

UNC School of Nursing – Chapel Hill, NC 10/07 – 11/07

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Web Master / Database Consultant Enhanced web sites for the School of Nursing Information and Instruction Technology Department.

Enhanced and debugged existing code as well as wrote new applications for the web

Updated code and graphics using Dreamweaver, Fireworks and Photoshop. Uploaded changes to server using FTP.

Environment: ColdFusion MX, Photoshop, Fireworks, AJAX, CSS, JavaScript, XHTML, MS Office Suite, ADOBE CS4

Fraternal Order of Police – Goldsboro, NC – Volunteer 6/07 – 1/09

WEB DEVELOPER

Enhanced web site by making changes to HTML and JavaScript code.

Updated content and graphics using Dreamweaver, Fireworks and Photoshop.

Uploaded changes to server using FTP.

East Carolina University - Greenville, NC 03/07 – 6/07 Intranet Software / Database Developer

Enhanced web site by making changes to HTML and JavaScript code

As web developer converted existing web programs and developed new ones to use MS SQL 2005 instead of MS ACCESS 2007 databases

Developed user interfaces in ColdFusion MX 7, HTML, CSS and JavaScript and migrated and enhanced databases for the East Carolina University systems

These projects were for the “Information Technology and Computing Services” department.

Environment : ColdFusion MX 7, CSS/JavaScript, XHTML, Dreamweaver, PhotoShop, Fireworks, Content Management Tools (COMMONSPOT), MS ACCESS 2007 and MS SQL 2005 databases. Research Triangle Institute International - RTP, NC 08/05-09/06 Software and Database Developer

Designed and created the new web accessible Knowledge Management System (KNet) and subsequent enhancements to the system.

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This database driven suite of web applications is used as the main desktop application to organize, search and upload documents, contacts and project data for the Center for Technology Applications (CTA). This system is used for surveys, database retrieval and research by commercialization engineers and program managers of the CTA department. Updated graphics using Fireworks and Photoshop. Used Bugzilla to track software changes.

Enhanced and maintained the following RTI systems including NASA web sites and other web enabled

Gathered requirements, prepared documentation and conducted quality assurance for the systems

Managed and migrated data using MS Enterprise Management System to develop, import and export new databases

Sleep Study Compliance Manager / Database Management

Managed data for a Sleep Study project conducted by engineers and scientists at Duke University and RTI International at the RTP location.

Ensured that participants were compliant with established Sleep Study protocols throughout the study.

Communicated with the engineers and study participant guides to provide feedback to relay to participants.

Reviewed newly developed compliance software for possible enhancements and software bugs.

Analyzed and tested sleep study software used in database management. Environment: ColdFusion MX7, PHP, CSS, JavaScript, XHTML, Dreamweaver, Bugzilla, PhotoShop, Fireworks, MySQL, MS SQL Server 2000 databases. United States Post Office, Raleigh ,NC 06/06-07/06 Senior Security Analyst

Reviewed and made recommendations for changes of computer code before the final release to the United States Postal Service.

Reported code issues and security threats found in code written in the computer languages ColdFusion, SQL, HTML, XML and JavaScript.

Documented and described reasons for code changes using customized software package designed for recording and prioritizing threats.

Security Clearance: IRS MBI (Minimum Background Investigation) Approval

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American Research Institute - Raleigh, NC 05/05-08/05 Web / Database Developer

Served as Internet/Intranet Developer for the ARI Corporate Web Site, eBay Instructor web site and internal systems used for e-learning.

Enhance and maintain the ARI systems using XHTML, ColdFusion MX 7, JavaScript and MySQL database.

Gather requirements, prepare documentation and conduct quality assurance for the system.

Uses EMS Management System to develop new databases in MySQL.

Analyzed, developed and migrated databases from SQL 2000 to MySQL using Data Transformation System.

Environment: Microsoft Office, HTML, XHTML, ColdFusion MX 7, Dreamweaver, JavaScript, MySQL, SQL 2000, EMS Management System, and Windows NT. Environment Protection Agency - RTP, NC 03/04-04/05 Internet Technology Analyst and System Administrator OAO Technologies Federal Systems - Durham, NC

Served as System Administrator for the EPA (Environment Protection Agency) Web Hosting Group.

Reviewed and approved EPA web sites as they are developed for government standards and security.

Implemented and monitored the websites on various servers at the National Computing Center located at the EPA.

Prepared backup files, conducts code reviews and deploys code to production servers.

Served as Internet/Intranet Developer for the EPA Application Deployment and Tracking System.

Enhanced and maintained the ADC System using XHTML, ColdFusion, JavaScript and Oracle 9i database.

Gathered requirements, prepares documentation and conducts quality assurance for the system.

Conducted meetings and gives presentations of latest system enhancements to Federal Officials each month and provided analysis and guidance for future development of the system.

Enhanced ADC Web application by creating a dynamic reporting system using HTML, CSS, JavaScript and ColdFusion.

Added security for default passwords and system database updates.

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97

Created a new Technical Project Manager role. Added Java Milestones and changed Java role from static to database driven. Made it possible to edit Other Contact fields, added OAS role, and changed hard coded data to dynamic data in many key areas.

Environment utilized Microsoft Office, HTML, XHTML, ColdFusion, JavaScript, Oracle 9i, and Windows XP/NT.

Security Clearance: MBI (Minimum Background Investigation) Approval Habitat for Humanity - Raleigh, NC 01/04 – 03/04 Database Consultant

Provided consulting services for new scheduling system with database created in MySQL. Used to coordinate volunteer’s schedules and contact information for building houses. National Institute for Environmental Health Sciences, Durham, NC 08/00-08/03 SOFTWARE DEVELOPER / DATABASE DEVELOPER

Successfully worked with Java, XML, XSLT to create the new Toxicology Database Management System in Java 2 Enterprise Edition.

This included writing business rules, development analysis reports, design development reports, development test plans, deployment description reports, database maintenance reports and user's guide for TDMS Web Menu web application using MS Word and Visio.

Developed complex scientific reports using XML, XSLT and Java Beans.

Report data is designed in XML and is extracted from the Oracle database using Java Beans. XSLT and XSL-FO (formatting objects) changing the XML report data into PDF format.

Developed Help files in HTML and linked them to JSP pages for the new TDMS Enterprise system reference tables.

Wrote, tested and corrected Java Server Pages accessing Oracle database.

Enhanced the TDMS Web Menu application by adding extended selections using ColdFusion, JavaScript and SQL.

Maintained a number of databases including the TDMS (Toxicology Database Management System on a ADABAS database, the TDMS Web Reports Menu Oracle database and the Post-PWG Oracle database.

Developed Visio diagrams of databases.

Enhanced the Post-PWG database with tissue site search options using ColdFusion, HTML, and JavaScript and embedded SQL.

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98

Added automatic updates from the Dec Alpha server to Oracle 9i using sequel loader control scripts.

Enhanced the Web Reports Menu adding over a hundred extended selections and functions to all of the scientific reports using ColdFusion, HTML, JavaScript, and SQL.

National Institute of Environment Health Sciences Durham, NC 07/95-08/00 Programmer Analyst / Database Developer (Technology Planning and Networks Corporation)

Maintained the National Institute of Environment Health Sciences' (NIEHS) Toxicology Database Management System (TDMS) using programming languages (i.e. Natural/ADABAS and Digital Control Language on VMS operating system).

Converted and migrated ADABAS data to Oracle data to make it possible for the scientists at NIEHS to query data using the ColdFusion, HTML, JavaScript, and SQL application on a relational database.

Wrote DCL scripts (digital control language) to run batch programs used to transfer the data and to keep the Oracle databases automatically updated.

Developed the most inexpensive way to fix the Y2K problems in the mission critical TDMS system by solving the last available date issues concerning all date functions finishing the Y2K project several months before the deadline.

Served as Database Administrator and liaison for Cellular Toxicology Genetic System. Responsibilities included backups and updates to the CGT relational database.

Developed reports for chemists and scientists at NIEHS using stored procedures.

Developed system documentation and system diagrams for CGT system written in PL/1 and COBOL using Visio and MS Word.

Fixed COBOL and Alpha IV/V software errors in CGT system. Cellular Genetoxicity Coordinator / DBA

Maintained large relational database of lab results of Mutagenicity Testing.

Performed data corrections using Datatrieve, performed monthly updates and database backups, and responded to database query requests from the NIEHS institute.

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99

Trained and provided software support to associates and labs in NC and CA doing toxicology testing and laboratory data entry using the ALPHA IV database system.

Created inventory and compliance documents for year 2000 date problems in relational database and programs written in PL/I, COBOL, FORTRAN, C, and Datatrieve.

Information Center Programmer

Wrote programs in Natural/ADABAS that generated special reports for scientists at the National Institute of Environment Health Sciences using data retrieved from the ADABAS database.

Converted existing programs from Natural 1 to Natural 2.17 using DEC VAX and ALPHA mainframes.

Provided analysis of program requirements, testing, and verification of data compiled in the reports.

Supervised and instructed associates in testing and verification of programs.

Wrote technical documentation for all programs written.

Retrieved all information for “Mouse Book” to be written by various scientists at NIEHS.

National Institute of Environment Health Sciences, Durham, NC 07/95-08/95 User Support Specialist, Software Certification Specialist and QA Analyst Information Systems and Networks Corporation -

Served as a liaison to laboratories under contract to the National Institute for Environmental Health Sciences who were performing special toxicology testing of organic chemical agents.

Identified and communicated software and hardware problems encountered by the laboratories and the user community to developers and hardware support.

Participated in system testing or acceptance testing of new equipment, software modifications and enhancements to the Toxicology Data Management System (TDMS) and the Laboratory Data Management System (LDAS).

Summer, 1993 East Carolina University - Greenville, NC Position: TUTOR- TEMPORARY

Tutored disabled students.

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100

Technical environment included DOS, MS Windows and Excel. Summer, 1992 Wayne Community College - Goldsboro, NC Position: TUTOR-TEMPORARY

Tutor for WCC Tutorial Services - Tutored adult students in Algebra, COBOL, and FORTRAN.

EDUCATION: B.S., Mathematics, major: Systems Programming, minor: Decision Sciences East Carolina University - Greenville, NC Graduated in 07/95 A.A.S., Business Computer Programming Wayne Community College - Goldsboro, NC Graduated in 06/92

PROFESSIONAL CERTIFICATIONS/TRAINING: ITILv3 Foundation Certificate – Individual sv4 - Apprio Inc Best Practice Training Portal - CSME Raleigh, NC Cisco Web Development and Design – Flash, Photoshop, Fireworks, HTML – Johnston Community College – Smithfield, NC Oracle I Introduction to Oracle Intelligent Information Systems - Durham, NC Oracle II Develop PL/SQL Program Units DB Basics - Raleigh, NC ASP.NET and ADO.NET, using VB.NET - NCSU - Raleigh, NC EPA Security Course, Online Training, OAOT - Durham, NC Federal Security Course, MCAS Cherry Point, NC

AWARDS: Presidents Awards:

Developed and designed web interface (TDMS Web Reports Menu). This serves as an interface between lab users and the Dec Alpha mainframe. This was developed using ColdFusion, JavaScript and creating and maintaining Oracle databases so the laboratories throughout the world could order scientific reports.

Developed custom software to retrieve data and retrieved large data sets for the NIEHS Pathology Department Mouse Book.

Awarded Excellent testing certificate for testing of the new Laboratory Data Acquisition System (LDAS II) written in Visual

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101

C++. This system is used for entering data on the laboratory sites worldwide.

Development of Post-PWG web search system using ColdFusion, HTML, JavaScript, and SQL. Developed the Oracle database for the search with completed (Post-PWG) experiment tumor and clinical observation data. This data is used by the scientific community at (NIEHS) and throughout the world.

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102

Resume: NextAxiom Developer

Objective: Looking for a senior level position as Sr Technical Lead Architect

NextAxiom/Java/Spring MVC/Web services/Web sphere MQ or related

position with 8 years of NextAxiom experience and 5 years of tech lead

where a diverse background and proven technical expertise will

be utilized

Education: BS in Computer Science, JNT University, India

MS in Computer Science, Texas A&M University

Skills: NextAxiom, Spring 2.5, Hibernate, SOAP/XML, J2EE, EJB, Struts,

Servlets, JSP, Web Sphere, Oracle, UML, SOA and TIBCO

Strong experience in the analysis, design, development and testing of enterprise

Applications using J2EE, UML(Rose, Visio), XML, Web logic and Oracle

Agile methodologies employed in several software development projects.

Experience: Client South West Airlines ( Sr NextAxiom Lead Architect) Dec 2007 - Present

Involved in the design, development, testing and support for the image lookup

web service in NextAxiom,Spring 2.5, Ajax, Hibernate

Implemented as a J2EE solution on Oracle Application Server

Designed and developed oracle stored procedures on Oracle 10g database

Developed JUnit test cases for unit testing and documented test scripts for

integration testing

Involved in the full development life cycle and a key player in identifying and

defining the product requirements and direction.

Client MCI WorldCom ( Sr NextAxiom Lead Architect) Jan 99 – Dec 2007 Designed and implemented an embedded wireless Instant Messaging systems for

GSM cell present phones. This server facilitates the integration of disparate IM

systems like yahoo, MSN and ICQ into one system with XML based protocol

interfacing with NextAxiom services.

The system was developed in WebSphere MQ, XML, C/C++ on Sun Ultra Sparc

and

also ported to Red hat linux. Extensively used SOAP/XML, J2EE, EJB, Struts,

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103

Servlets, JSP, WebSphere, Oracle, UML

Implemented a embedded system interfacing with CDMS switch that controls and

trasfers and generates the Routing information of all the Network Descriptor nodes

in a typical telecommunication network. The system was developed using XML, java

and C++ on Sun Sparc server. This embedded server allows analysts to generate

auto Routing directly from the switch to desktop and back to switch in real time.

This embedded system allows GUI interaction also to generate reports and analyse

the traffic load in the system. Extensively used SOA and TIBCO

Designed and implemented Java servlets for XSales application interfacing with

Apache and the back end database is Oracle.The XSales application facilitates the

analysts at MCI to adjust and create the Performance Measures in the Commission

plan. The architecture was developed by JDK1.2.2 with JBuilder, XML and HTML

was

developed with Dreamweaver. Client Nortel (Technical Team lead) Jan 93 - Dec 98 Designed and developed Network Management system MDS on HP Unix using,

Java, Swing, Oracle, CORBA

Developed a Quadrant 3 (Q3) Agent and a TMN Manager Simulator for DMS-

MTX networks. The Agent is generated from the Management Information Base

(MIB).

Agent feature provides the hierarchical Containment Tree (part of the agent)

which models the given DMS-MTX network. This is one of the date structures of

the Q3-interface agent around which the functionality of the Agent is built. The

feature, Fault Management, implements the conversion from raw network element

logs to Telecommunications Management Network

(TMN) Events by a remote network management application via Common

Management

Interface protocol(CMIP). The receipt and processing of network management

application requests for log information and Event Forwarding Discriminator (EFD)

configuration