Consulting Services Agreement - State of Missouri and Encore Consulting Inc.
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CONTRACT: C600907002-004 PAGE 2
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AMENDMENT #004 TO CONTRACT C600907002
TITLE: CONSULTING SERVICES - IEF CASE TOOL
CONTRACT PERIOD: SEPTEMBER 1, 1997 THROUGH AUGUST 31, 1998
THE STATE OF MISSOURI HEREBY EXERCISES ITS OPTION TO RENEW THE ABOVE-
REFERENCED CONTRACT.
THE CONTRACTOR SHALL INDICATE ON THE ATTACHED PRICING PAGE(S) THE FIRM
FIXED PRICES FOR THE ABOVE CONTRACT PERIOD. ANY PRICES QUOTED MUST NOT
EXCEED THE PERCENTAGE OF DECREASE STATED IN THE CONTRACT (-2%).
ALL OTHER TERMS, CONDITIONS AND PROVISIONS OF THE PREVIOUS CONTRACT PERIOD
SHALL REMAIN THE SAME AND APPLY HERETO. THE CONTRACTOR SHALL SIGN AND
RETURN THIS DOCUMENT, ALONG WITH COMPLETED PRICING, ON OR BEFORE THE DATE
INDICATED.
NOTE: THE CONTRACTOR'S FAILURE TO COMPLETE AND RETURN THIS DOCUMENT SHALL
NOT STOP THE ACTION SPECIFIED HEREIN. IF THE CONTRACTOR FAILS TO
COMPLETE AND RETURN THIS DOCUMENT PRIOR TO THE RETURN DATE SPECIFIED
OR THE EFFECTIVE DATE OF THE CONTRACT PERIOD STATED ABOVE, WHICHEVER
IS LATER, THE STATE MAY RENEW THE CONTRACT AT THE SAME PRICE(S) AS
THE PREVIOUS CONTRACT PERIOD OR AT THE PRICE(S) ALLOWED BY THE
CONTRACT, WHICHEVER IS LOWER.
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CONTRACT: C600907002-004 PAGE 3
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LINE RENEWAL
ITEM C/S DESCRIPTION U/M UNIT PRICE
00001 C/S CODE: 708919010030 DAY $768.32
DATA PROCESSING SERVICES: IEF CASE TOOL CONSULTING
SERVICES, PER CONSULTANT/DAY CATEGORY ONE SERVICES
00002 C/S CODE: 708919010041 HR $ 96.04
DATA PROCESSING SERVICES: IEF CASE TOOL CONSULTING
SERVICES, PER HOUR
CATEGORY ONE SERVICES
00003 C/S CODE: 708919010030 DAY $768.32
DATA PROCESSING SERVICES: IEF CASE TOOL CONSULTING
SERVICES, PER CONSULTANT/DAY CATEGORY TWO SERVICES
00004 C/S CODE: 708919010041 HR $ 96.04
DATA PROCESSING SERVICES: IEF CASE TOOL CONSULTING
SERVICES, PER HOUR
CATEGORY TWO SERVICES
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Exhibit 10.29
BID RESPONSE FOR
STATE OF MISSOURI
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Consulting Services - IEF CASE Tool
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June 21, 1996
[Encore Consulting, Inc. logo]
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TABLE OF CONTENTS
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EXECUTIVE SUMMARY............................................ 3
RESPONSE TO IFB GENERAL REQUIREMENTS......................... 5
1. SUBMISSION OF BIDS..................................... 5
2. BID EVALUATION/CONTRACT AWARD.......................... 5
COST......................................................... 7
EXPERIENCE AND RELIABILITY................................... 9
MISSION STATEMENT.......................................... 9
PHILOSOPHY................................................. 9
BACKGROUND................................................. 13
BENEFITS................................................... 15
CATEGORY 1 EXPERIENCE...................................... 16
Environmental Assessments................................ 16
Roadmap.................................................. 16
Development Coordination................................. 17
Information Strategy Planning............................ 17
Performance/Check Point Reviews.......................... 17
CATEGORY 2 EXPERIENCE...................................... 17
Missouri State Highway Patro............................. 18
Missouri Highway and Transportation Department........... 18
Missouri Department of Labor............................. 18
Missouri Department of Mental Health..................... 19
Missouri Department of Natural Resources................. 19
Missouri Office of State Courts Administrator............ 19
Missouri Department of Social Services................... 19
Alaska Department of Labor............................... 19
Kansas State Rehabilitative Services..................... 19
Kentucky Department of Social Services................... 19
Nebraska Department of Social Services................... 20
New Mexico Human Services Department..................... 20
Texas Department of Transportation....................... 20
Department of Agriculture (Federal)...................... 20
Department of Education (Federal)........................ 20
Federal Reserve Bank of St. Louis, Missouri.............. 20
U.S. Army - Department of Defense........................ 20
SUBCONTRACTING RELATIONSHIPS................................. 21
Eduteach, Inc. (State of Missouri MBE vendor #6667457)... 21
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Fitech, Inc.............................................. 21
Johnston McLamb CASE Solutions........................... 22
Skyler-Marks, Inc........................................ 23
MINORITY PARTICIPATION..................................... 24
Eduteach, Inc. (State of Missouri MBE vendor #6667457)... 24
REFERENCES................................................. 24
EXPERTISE OF CONSULTANTS..................................... 25
CONSULTING APPROACH........................................ 25
CATEGORY 1 PROJECTS........................................ 28
Environmental Assessments................................ 28
Roadmap.................................................. 28
Development Coordination................................. 29
Implementation Strategy Planning......................... 29
Performance/Check Point Reviews.......................... 34
CATEGORY 2 PROJECTS........................................ 35
Missouri State Highway Patrol............................ 35
Missouri Highway and Transportation Department........... 38
Missouri Department of Labor............................. 42
Missouri Department of Mental Health..................... 43
Missouri Department of Natural Resources................. 46
Missouri Office of State Courts Administrator............ 47
Missouri Department of Social Services................... 47
Alaska Department of labor............................... 50
Kansas State Rehabilitative Services (SRS)............... 51
Kentucky Department of Social Services................... 52
State of Nebraska Department of Social Services.......... 53
State of New Mexico Human Services Department............ 54
Texas Department of Transportation....................... 54
Department of Agriculture (Federal)...................... 55
Department of Education (Federal)........................ 55
Federal Reserve Bank of St. Louis, Missouri.............. 56
U.S. Army - Department of Defense........................ 57
Other Projects by Category............................... 58
RESUMES - PERSONNEL CURRENTLY ON-SITE........................ 61
RESUMES - AVAILABLE PERSONNEL................................ 161
EXHIBIT A - BIDDER'S REFERENCES.............................. 291
EXHIBIT B - DOCUMENTATION OF MINORITY PARTICIPATION.......... 295
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Executive Summary
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EXECUTIVE SUMMARY
Encore Consulting, Incorporated is pleased to have the opportunity to respond to
the Invitation For Bid for the "Consulting Services - IEF Case Tool" contract
for the State of Missouri. Members of the Encore Team have provided IEF
consulting services to the State of Missouri for several years. In fact, one or
more members of the Encore Team have consulted on the majority of the IEF
projects initiated by the State of Missouri since the first pathfinder projects
began four years ago.
We are proud of our long term partnership with the State of Missouri and look
forward to our continued relationship. Encore is committed to helping the State
of Missouri achieve success in utilizing the Composer/IEF product and our
consultants have worked hard to demonstrate that commitment by "going the extra
mile" on their consulting engagements. We have striven to demonstrate integrity
and a strong work ethic throughout our business relationships with individuals
at the State.
Encore is committed to providing senior level Composer/IEF consultants who
possess both the interpersonal relationship skills and the technical skills
necessary for successful team building and project implementation. In addition
to excellent consulting skills, the Encore Team has significant state government
domain expertise developed on engagements in Missouri, Alaska, Florida, Kansas,
Kentucky, Nebraska, New Mexico and Texas. Our consultants also have extensive
application development backgrounds in a number of industries. This depth of
experience enables them to provide effective consulting solutions on a wide
range of applications.
As the Encore Team has consulted in the various State of Missouri departments,
we have been able to facilitate the sharing of information on development
coordination and action diagramming standards, PrAD specifications, GUI design
techniques and modeling approaches across the different State agencies. We
believe that helping the agencies to develop this kind of synergy is an
important contribution to the State of Missouri's success.
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As mentors to their project teams, Encore consultants have a genuine interest in
helping our customers become more effective in their understanding of the
Information Engineering Methodology and in their use of the Composer/IEF
toolset. Our consultants continue to receive additional training in order to
remain current in both the toolset and in the alternate project life cycle
approaches utilized in the Composer/IEF development process.
With an ever increasing network of contacts in the Composer/IEF consulting
services industry, Encore is in an excellent position to continue to supply
consulting resources of the same high caliber as those presently working on
projects at the State of Missouri.
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RESPONSE TO IFB GENERAL REQUIREMENTS
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RESPONSE TO IFB GENERAL REQUIREMENTS
Encore acknowledges the "Contractual Requirements" and "Performance
Requirements" as specified in Part II and Part III of the IFB and will comply
with these requirements.
1. SUBMISSION OF BIDS
Encore acknowledges and will comply with the submission of bids requirements
outlined in the Submission of Bids section of the IFB.
2. BID EVALUATION/CONTRACT AWARD
We understand the bid evaluation criteria and will comply with the bid
evaluation/contract award requirements outlined in the Bid Evaluation/Contract
Award section of the IFB.
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COST
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COST
REVISED
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Pricing Pages
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The bidder must indicate below a firm, fixed per day price for Category One
consulting services and/or Category Two consulting services. In addition, the
bidder should provide a firm, fixed per hour price for Category One and/or
Category Two consulting services to accommodate the provision of services from
one (1) consultant (i.e., the same consultant) to more than one (1) state agency
on the same day. The bidder's per hour price when multiplied by six (6) hours
should not be greater than the bidder's stated per day price, as applicable, for
Category One and/or Category Two consulting services. In the event that the per
hour price is left blank, the bidder's per hour price shall be the per day price
divided by eight (8) for the applicable Category of consulting services.
CATEGORY ONE
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Technology Implementation Planning
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Firm, fixed per day price for Category One consulting services: $784. per day
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Firm, fixed per hour price for Category One consulting services: $98. per hour
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The bidder should provide the applicable per day price(s) for Block of Days of
continuous Category One services:
Per Consultant, Block of Extended
Per Day Price x Days x = Price
--------------- --------- --------
$784 x 1 day x = $ 784.
---- -------
$784 x 30 days x = $23520.
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$784 x 60 days x = $47040.
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$784 x 90 days x = $70560.
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$784 x (greater 90 days x = $94080.
---- than) -------
CATEGORY TWO
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APPLICATION DEVELOPMENT
Firm, fixed per day price for Category Two consulting services: $784. per day
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Firm, fixed per hour price for Category Two consulting services: $98. per hour
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The bidder should provide the applicable per day price(s) for Block of Days of
continuous Category Two services:
Per Consultant, Block of Extended
Per Day Price x Days x Price
--------------- --------- --------
$784 x 1 day x $ 784.
---- -------
$784 x 30 days x $23520.
---- -------
$784 x 60 days x $47040.
---- -------
$784 x 90 days x $70560.
---- -------
$784 x (greater 90 days x $94080.
---- than) -------
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PRICING PAGES
RENEWAL OPTION
FOR
ALL PRICES
The Division of Purchasing and Materials Management shall have the sole option
to renew the contract in one (1) year increments, or a portion thereof, for a
maximum total of two (2) additional years.
The bidder must indicate below the maximum allowable percentage of price
increase or guaranteed minimum percentage of price decrease applicable to the
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renewal option periods. If a percentage is not quoted (i.e., left blank), the
state shall have the right to execute the option at the same price(s) quoted for
the original contract period. Statements such as "a percentage of the then-
current price" or "consumer price index" are NOT ACCEPTABLE.
All increases or decreases shall be calculated against the ORIGINAL contract
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price, NOT against the previous year's price. A CUMULATIVE CALCULATION SHALL
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NOT BE UTILIZED.
The percentages indicated below will be used in the cost evaluation to determine
the potential maximum financial liability to the State of Missouri.
NOTICE: DO NOT COMPLETE BOTH A MAXIMUM INCREASE AND A MINIMUM DECREASE FOR THE
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SAME RENEWAL PERIOD.
1. Hourly Prices:
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Maximum Increase OR Minimum Decrease
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1st Renewal Period: original price + __________% OR original price - 2%
2nd Renewal Period original price + __________% OR original price - 4%
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Experience and Reliability
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EXPERIENCE AND RELIABILITY
The following sections of the bid response address the requirements of sections
4.1, 4.2 and 4.3 of the Experience and Reliability portion of the bidder's
response.
MISSION STATEMENT
Encore Consulting is dedicated to providing quality consulting services at
competitive rates. We believe that success is best achieved when a partnership
exists between Encore and the customer. The Encore Team is determined to
demonstrate integrity in our business relationships and a firm commitment to our
customer's success.
PHILOSOPHY
Encore Consulting's philosophy is reflected by the values of the individuals on
the Encore Team. A successful business relationship hinges on developing a
partnership with the customer. This partnership approach entails a commitment
to our customer's success which extends beyond what many firms might consider a
job well done. Besides demonstrating a genuine interest in helping the State of
Missouri to succeed, our team has put in many late night hours on such tasks as
creating a set of Graphical User Interface (GUI) templates for the State's use,
extra project work, reviewing models and developing creative project management
approaches.
We understand that the State desires to utilize the Information Engineering
Methodology and the various associated project development life cycles as they
are presented in the Texas Instruments (TI) literature and courseware. Encore
is committed to staying "in synch" with the "TI flavor" of methodology, while
remaining flexible in responding to specific State of Missouri requirements.
We have been consistent participants at the monthly Missouri CASE Management
meeting. The group was formed to provide a forum for State agencies using the
Information Engineering Methodology (IEM) and the Composer/IEF toolset to share
progress and knowledge gained with other agencies. The sharing of knowledge
across
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State agencies has helped to create positive momentum in the rollout of the
Composer/IEF tool and has enabled a spirit of cooperation to develop among the
agencies. This, in turn, has helped foster a successful working partnership
involving the State of Missouri, Encore and TI.
It is our intent to be involved in the Jefferson City community. We are
presently members of the Jefferson City Area Chamber of Commerce.
[Photo of Jefferson City Chamber of Commerce]
[Photo caption: "Encore celebrates joining the Jefferson City Chamber of
Commerce with a ribbon cutting ceremony by the capitol."]
A member of the Encore Team is presently acting as a technical advisor to the
Chamber to assist in the development of an Internet home page. The Chamber's
home page will be used to promote tourism, electronic commerce, community
calendaring and government information access. Encore is also working with the
Convention and Visitor's Bureau on special events and is participating in the
Chamber's effort to work with Lincoln University to improve the business
"currency" of their educational curriculum.
Recently, Encore Consulting agreed to become the exclusive sponsor of the
Capitol City Cycling Club for a period of two years. The club, located in
Jefferson City, has 200 members who participate in numerous events in Missouri
and surrounding states.
[Photo of Capitol City Cycle Club]
[Photo Caption: "Encore is proud to be the exclusive sponsor of the Capitol City
Cycle Club of Jefferson City"]
Encore is also sponsoring a men's softball team in the Jefferson City Park
league. The team represents the Missouri Highway and Transportation
Department's Bridge Division. The team is made up exclusively of state
employees and plays every Thursday evening at Binder Park in Jefferson City.
[Photo of softball team]
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[Photo caption: "Encore is proud to sponsor a Jefferson City Park League
softball team for the MHTD Bridge Division."]
Encore feels that being involved with the Jefferson City Chamber of Commerce and
sponsoring activities such as the softball team and the cycle club are
opportunities to give something back to the state agencies and the Jefferson
City community. We are committed to increasing our involvement in the future.
BACKGROUND
The three principals of Encore Consulting, Inc. have played significant roles in
the use of Composer/IEF at the State of Missouri. We believe that our
experience with the Composer/IEF product, our participation in the majority of
the Composer/IEF projects undertaken at the State of Missouri, and our
professional relationship with the State of Missouri data processing community
demonstrates the experience, reliability and integrity of our organization.
From March 1992 to June 1994, Dave Beman (as a Texas Instruments Consulting
Manager) had account responsibility for the State government of Missouri, as
well as for TI's Composer/IEF consulting accounts in Minnesota and Iowa. Dave's
responsibilities at the State of Missouri included helping the State roll out
Composer/IEF in various departments, as well as selling consulting and training
engagements. He consulted on the initial `proof of concept" Composer/IEF
projects at the State and taught numerous Composer/IEF classes to State of
Missouri personnel. In June 1994, Dave joined Power Computing. Since joining
Power (which was later acquired by BSG Consulting), Dave has provided consulting
services to the Missouri State Highway Patrol, the Department of Mental Health,
the Department of Social Services and the Department of Natural Resources.
Tom McLeod joined Power Computing in October of 1993 as Power's IEF Consulting
Business Development Manager for the State of Missouri account. His
responsibilities include client relationship management, selling consulting
services, invoicing, recruiting new consultants and the general management tasks
associated with running this
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segment of the consulting business. Over the last two and a half years, Tom has
developed solid partnership relationships with a number of individuals in the
various departments at the State of Missouri. Power Computing was sold to BSG
Consulting in October of 1994 and Tom continued in his account management role
for BSG.
In addition to his involvement with the State of Missouri account, Tom has
served as the president of the Gateway Connection local Composer/IEF user group
for the past year. Prior to serving as president, Tom served in variety of
capacities over the last four years. In his roles in the user group, Tom has
worked hard to foster cooperation between St. Louis area Composer clients and
Texas Instruments. As a result of his involvement, Tom has developed numerous
relationships with key individuals at Texas Instruments.
In February 1994, Bob Myers was hired by Power Computing to provide consulting
support to the Highway and Transportation Department. In addition to a strong
Composer/IEF project management background, Bob brought a wealth of technical
expertise and Composer/IEF development experience to the Highway Department
projects. Bob has also provided consulting expertise to the Department of
Social Services and the Department of Natural Resources. He is the author of
the GUI development templates currently in use at the Highway and Transportation
Department and the Department of Social Services.
The Encore consulting team has extensive experience with State of Missouri
application systems, as well as systems developed for other state and federal
government agencies. Please refer to the expertise section of our bid response
for details on the experience of the Encore Team with government applications at
Missouri and other states.
In summary, the Encore Team has been involved with the introduction and use of
Composer/IEF at the State of Missouri since its initial purchase. Our expertise
with the Composer/IEF product, our demonstrated commitment to the State's
success, and our
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existing relationships in the State data processing community place us in a
position to continue to partner with the State in the successful delivery of
Composer/IEF projects.
BENEFITS
The primary benefits to the State of Missouri in utilizing Encore Consulting
are:
. We have extensive experience in all phases of the Composer/IEF development
process. This includes expertise in both the Information Engineering (IE)
Methodology and the Composer/IEF toolset, as well as more specialized areas
of IEF consulting.
. The Encore Team possesses significant State of Missouri government
application domain expertise which can be leveraged to deliver systems more
quickly. In addition to our experience with numerous systems at the State of
Missouri, the Encore Team has experience with systems developed by other
state and federal government agencies.
. One approach does not fit all application development situations. Encore
consultants have the experience to deliver customized solutions which are
responsive to the customer's needs.
. We are genuinely interested in our customer's success and are committed to
being "partners for success". During consulting engagements, we will work
closely with the State to ensure the quality of the work being performed.
. Encore has developed a set of GUI Client/Server templates and implementation
techniques which can accelerate the systems development process.
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Category 1 Experience
The Encore Team has provided Category 1 consulting support to the State of
Missouri and to other State and Federal government agencies. The agencies and,
where applicable, projects are listed below.
ENVIRONMENTAL ASSESSMENTS
. Missouri Highway and Transportation Department
. Missouri Department of Labor
. Missouri Department of Mental Health
. Missouri Department of Natural Resources
. Alaska Department of Labor
. Florida Department of Transportation
. Nebraska Department of Social Services
. New Mexico Human Services Department
. Texas Department of Transportation
. U.S. Military Entrance Processing Command
ROADMAP
. Missouri State Highway Patrol
. Missouri Highway and Transportation Department
. Missouri Department of Labor
. Missouri Department of Mental Health
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. Missouri Department of Natural Resources
. Alaska Department of Labor
. Florida Department of Transportation
. U.S. Military Entrance Processing Command
DEVELOPMENT COORDINATION
. Missouri State Highway Patrol
. Missouri Highway and Transportation Department
. Missouri Department of Labor
. Nebraska Department of Social Services
INFORMATION STRATEGY PLANNING
. Missouri Department of Corrections
. Missouri State Highway Patrol
. Missouri Supreme Court
. Missouri Department of Social Services
. Missouri State Treasurer's Office
. Florida Department of Transportation
. U.S. Military Entrance Processing Command
PERFORMANCE/CHECK POINT REVIEWS
. Missouri State Highway Patrol
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. Missouri Highway and Transportation Department
. Missouri Department of Labor
. Missouri Department of Mental Health
. Missouri Office of Administration
. Missouri Department of Social Services
. Alaska Department of Labor
. Florida Department of Transportation
. U.S. Military Entrance Processing Command
CATEGORY 2 EXPERIENCE
The Encore Team has significant expertise in each of the Category 2 functional
areas. We provide Planning, Analysis, Design, Construction, Testing,
Implementation, Documentation, Standards Development and Quality Assurance
consulting services. Most of our engagements span virtually all of the
functional areas.
Rather than repeat the list of organizations and associated projects redundantly
under each Category 2 functional area, we have chosen to provide a list of the
government related projects on which we have provided Category 2 consulting
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support. More detail on the government related projects can be found in the
Expertise of Consultants section of the bid response, as well as information on
non-government projects in which the members of the Encore Team have played a
role.
MISSOURI STATE HIGHWAY PATROL
. Criminal History
. MULES
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Property Control
. Driver Exam
. Application Catalog
. Participant Identification
. Incident
. Contact Accounting
MISSOURI HIGHWAY AND TRANSPORTATION DEPARTMENT
. Transportation Management Systems
. Fleet Management
. Time and Crew Reports
. Maintenance Material Inventory
. Work ID
. Vertical Clearance
MISSOURI DEPARTMENT OF LABOR
. Planning - ISP review prior to project initiation
. Appeals Tracking
. Comments System
MISSOURI DEPARTMENT OF MENTAL HEALTH
. Accounting, Information and Management Systems (AIMS)
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. Client Tracking (CTRAC)
. Services and Funding (SAF)
. Target Cities Information System (TC-IS)
. IEF/ORACLE C/S encyclopedia consulting
MISSOURI DEPARTMENT OF NATURAL RESOURCES
. Planning - ISP review prior to project initiation
. Pathfinder scoping and project selection
MISSOURI OFFICE OF STATE COURTS ADMINISTRATOR
. Time Tracking
MISSOURI DEPARTMENT OF SOCIAL SERVICES
. Missouri Automated Child Support System (MACSS)
. Family Assistance Management Information System (FAMIS)
. Executive Intensive Planning Workshop (4 day facilitated session)
. Child Welfare - Provider
. Prince Hall
ALASKA DEPARTMENT OF LABOR
. Employment Services
. Unemployment Insurance
. Workers Compensation
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. Common Data/Activity
KANSAS STATE REHABILITATIVE SERVICES
. Kansas Social Services Information System (KSSIS)
KENTUCKY DEPARTMENT OF SOCIAL SERVICES
. Kentucky Automated Management and Eligibility System
. (KAMES)
NEBRASKA DEPARTMENT OF SOCIAL SERVICES
. Nebraska Family Online Customer and User System (N-FOCUS)
NEW MEXICO HUMAN SERVICES DEPARTMENT
. Child Support Enhancement and Enforcement System (CHEERS)
TEXAS DEPARTMENT OF TRANSPORTATION
. Right of Way
DEPARTMENT OF AGRICULTURE (FEDERAL)
. Guaranteed Loan System
DEPARTMENT OF EDUCATION (FEDERAL)
. National Student Loan System
FEDERAL RESERVE BANK OF ST LOUIS, MISSOURI
. Cash Track System
U.S. ARMY - DEPARTMENT OF DEFENSE
. Ammunition Management Systems
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SUBCONTRACTING RELATIONSHIPS
While a large portion of the Encore Team will consist of W2 hourly employees,
Encore does plan to use several subcontractors. Each of the four subcontractors
Encore plans to use is described in the following paragraphs.
EDUTEACH, INC. (STATE OF MISSOURI MBE VENDOR #6667457)
Eduteach provides full project life cycle Composer/IEF consulting services and
offers a number of data processing education classes. The company specializes
in the Information Engineering Methodology and its consultants have a minimum of
ten years of data processing experience. Eduteach is a Minority Business
Enterprise (MBE) and Encore's goal is to place more than 5% of the consulting
business resulting from the State of Missouri IEF consulting contract with
Eduteach.
Dushun Mosley, founder and CEO of Eduteach, has 27 years of data processing
experience. He is a graduate of Texas Instruments' (TI) FasTrack program and
has provided consulting services on a number of consulting engagements. As a
Texas Instruments Senior IEF Consultant, Mr. Mosley consulted with the Missouri
Department of Mental Health, as well as teaching a number of the core TI IEF
educational classes to State of Missouri data processing personnel.
FITECH, INC.
Fitech was incorporated in 1984 and specializes in the support of Information
Engineering tools. Over the past five years, the company has specialized in
consulting on projects involving the Composer/IEF CASE product. Fitech is a
Texas Instruments Consultancy Support Program member, a Tandem Alliance partner
and is included in the Sequent Solutions Directory.
The company is based in Plano, Texas and has a Sales and Administrative staff of
three. The average number of billable personnel is eighteen. Fitech is a
privately owned Texas corporation and is CERTIFIED as a Historically
---------------------------
Underutilized Business
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(HUB) and as a Woman Owned Business Enterprise (WBE) by the State of Texas and
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the North Central Texas Regional Certification Agency. Seventy five percent
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ownership of the company is represented by minority partnership. Thirteen
members of the staff provide Composer/IEF consulting support.
JOHNSTON MCLAMB CASE SOLUTIONS
Johnston McLamb CASE Solutions, Inc. (JMCS) is a highly specialized professional
services firm which focuses on providing Information Technology (IT) support to
commercial and government clients utilizing leading-edge software products and
services. JMCS places particular emphasis on using Computer-Aided Software
Engineering (CASE) technology along with traditional software programming to
produce practical, implementable information systems solutions. Their focus is
in the areas of Information Engineering, Client/Server Design, and emerging
Object-Oriented tools and techniques. JMCS has an impressive track record of
managing and supporting Composer/IEF projects of all sizes from analysis through
production.
Their success stories include Windows NT, Windows 95, Windows 3.1, OS/2, or Unix
Motif GUI client designs interfacing with LAN, Unix, or Mainframe transaction
servers accessing Oracle, Sybase, or DB2 remote data bases. JMCS has developed
meaningful business applications employing the latest technologies in the areas
of Office Automation product integration, dynamic data exchange (DDE),
distributed computing environment (DCE), remote SQL, distributed GUI
presentation, cooperative processing, peer-to-peer communications, TCP/IP, and
object linking and embedding (OLE).
SKYLER-MARKS, INC.
SKYLER-MARKS CORPORATION was formed in 1994 by the partners of Coldwell &
Associates to provide Information Technology Consulting services in Dallas,
Texas and Washington, DC. The firm provides a range of consulting services in
several areas including Information Engineering, Project Management,
Geographical Information
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Systems (GIS), and Internet/Intranet technologies. Coldwell and Associates have
been providing services in Dallas, Texas since 1989.
SKYLER-MARKS CORPORATION began providing consulting expertise to the
Transportation Management System (TMS) project for the Missouri Highway and
Transportation Department (MHTD) in June of 1994. In November of 1995 TMS was
approved and funded to begin design and implementation of the six Management
Systems defined from the BAA. Skyler-Marks Corporation has provided additional
consultants to the TMS project to provide expertise in software development,
implementation and technical support.
MINORITY PARTICIPATION
In an effort to be responsive to the Minority Participation portion of the IFB,
Encore searched the Minority Vendor Directory maintained on the Internet by the
State of Missouri Division of Purchasing and Materials Management. We contacted
Eduteach, a provider of Composer/IEF consulting services, and have established a
business relationship.
EDUTEACH, INC. (STATE OF MISSOURI MBE VENDOR # 6667457)
Eduteach is designated as a State of Missouri MBE vendor. Encore Consulting
plans to utilize the services of Eduteach in providing Composer/IEF consulting
support to the State of Missouri. It is Encore's goal to place more than 5% of
the consulting business resulting from the State of Missouri IEF consulting
contract with Eduteach.
REFERENCES
See Exhibit A for Encore's list of references.
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EXPERTISE OF CONSULTANTS
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EXPERTISE OF CONSULTANTS
CONSULTING APPROACH
Encore's consulting approach focuses on the customer and Encore being "partners
for success". The partnering begins long before a consultant is placed at the
customer site. We make every effort to clearly understand our customer's needs
before presenting consultants to fill roles on projects. After an initial
screening interview with Encore technical and sales personnel, the prospective
consultant proceeds through several technical interviews with members of the
Encore Team. When possible, we prefer to have our clients participate in the
interview process. We believe this serves to ensure that the customer is going
to be working with a consultant who not only possess the necessary technical
skills, but will also fit smoothly into the customer's working environment.
Encore consultants are senior level individuals with significant experience in
the use of the Composer/IEF product. They are skilled in alternate IE
methodology life cycle approaches and are seasoned enough to understand that
project development is not a "one size fits all" situation. Our consultants
assess each situation individually and then work with the client to develop the
appropriate project approach. They have strong project scoping, project
management, facilitation, leadership and team building skills, which serves to
maximize the effectiveness of the project teams they assist. A continuous
emphasis is placed on quality assurance, with the Encore consultant periodically
reviewing project deliverables at various checkpoints throughout the project.
We understand that our customers are wanting to develop their own "in house"
Composer expertise and Encore consultants work hard to be mentors to the project
teams they support. Experience and a genuine willingness to share knowledge
with the members of the project teams enables Encore consultants to successfully
transfer Composer expertise to customer personnel. The importance of the
mentoring role is the reason we strive to provide consultants with the ability
to work productively with
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others in a team environment. We feel that these people skills are every bit as
important as the technical expertise that the consultant brings to the
engagement.
In addition to day to day project support, the Encore management team will
periodically review each project in which the Encore Team is participating. We
will solicit customer feedback on the effectiveness of the Encore consultants
and will make every effort to ensure the customer is satisfied with the value
provided by the Encore Team members. If for any reason a consultant must be
replaced, an Encore manager will consult with a representative of the client to
assess the situation and to make sure that the replacement is handled as
smoothly as possible.
Encore has developed a set of GUI templates which can significantly shorten the
project development cycle. These templates are especially useful in projects
which emphasize a prototyping approach. The templates are currently in use in
multiple departments at the State of Missouri. Besides assisting in individual
development efforts, these templates will help to standardize the look and feel
of GUI applications throughout the various departments using the Composer
product.
Encore is committed to providing consultants who are current in the latest
technology and methodological approaches. Encore owns courses such as the self-
paced Windows 95 and Windows NT Resource Kit training courses from Microsoft
Press. As the need arises, we plan to purchase additional training materials
for our consultants' use. We have also developed short courses on such topics
as GUI design and the use of the Encore developed GUI templates which are being
utilized at the Highway and Transportation Department and the Department of
Social Services.
For each new release of the Composer software, we plan to offer classes to our
consultants to be sure that each consultant has the opportunity to receive
training. Encore will send one or more senior level consultants to training
classes on new releases that involve significant changes in the functionality of
the Composer toolset. These consultants will then conduct training on the new
release.
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As the Certified Composer Professional Program being developed by Texas
Instruments is completed, we will offer training to our consultants to assist
them in becoming Certified Composer Professionals. We will comply with the
certification requirement as stated in the IFB.
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CATEGORY 1 PROJECTS
Encore has provided Category 1 consulting services to a number of State
agencies. Some of the Category 1 areas such as Environmental Assessments,
Roadmap, Development Coordination and Performance/Check Point Reviews are more
global in nature or tend to be done as a part of a Category 2 project. For
these skill areas, we have chosen to identify the agencies to which Encore has
provided the particular type of consulting service rather than relate the
service to specific projects. For the ISP area, however, we have identified
specific Information Strategy Planning projects in which the Encore Team has
played a significant role.
ENVIRONMENTAL ASSESSMENTS
. Missouri Highway and Transportation Department
. Missouri Department of Labor
. Missouri Department of Mental Health
. Missouri Department of Natural Resources
. Alaska Department of Labor
. Florida Department of Transportation
. Nebraska Department of Social Services
. New Mexico Human Services Department
. Texas Department of Transportation
. Military Entrance Processing Command
ROADMAP
. Missouri State Highway Patrol
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. Missouri Highway and Transportation Department
. Missouri Department of Labor
. Missouri Department of Mental Health
. Missouri Department of Natural Resources
. Alaska Department of Labor
. Florida Department of Transportation
. U.S. Military Entrance Processing Command
DEVELOPMENT COORDINATION
. Missouri State Highway Patrol
. Missouri Highway and Transportation Department
. Missouri Department of Labor
. Nebraska Department of Social Services
IMPLEMENTATION STRATEGY PLANNING
MISSOURI DEPARTMENT OF CORRECTIONS
Two members of the Encore Team began an Information Strategy Planning effort
during the week of May 28, 1996. The two person team is responsible for
planning and managing the project. They will also be mentoring Department of
Corrections personnel in ISP techniques.
MISSOURI STATE HIGHWAY PATROL
A member of the Encore Team provided support on the HIGHWAY PATROL ISP PROJECT
undertaken at the Patrol. This particular project was innovative in its
approach and
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produced excellent results. Due to time and budgetary constraints, a full ISP
could not be completed within the time frame required. The primary focus of the
effort was to develop an Information Architecture and Business System
Architecture which the Patrol could use as blueprints for managing its Criminal
Justice system development efforts over the coming five to seven years. While
the Technical Architecture was not addressed to the same level of detail as the
Information and Business System Architectures, it is documented in the ISP
write-up being produced as a result of the project.
A series of facilitated JAD sessions were held with representatives of the
functional areas of the Patrol. These sessions produced an Information
Architecture which was utilized to define Business Systems and Business Areas.
Once the Business Areas were identified, organizational priorities relating to
the replacement of existing systems were used to develop a build sequence of
development projects which allow the existing systems to be replaced in the
context of the overall ISP architectures.
MISSOURI SUPREME COURT
Encore created the initial Information Strategy Plan (ISP) document for EC/2004.
This document provides the overall critical success factors, functional
requirements, activities and data that must be supported by any off-the-shelf or
custom solutions. Numerous JAD sessions were conducted to obtain requirements
for business areas such as Case Management, Criminal, Juvenile, Probate, Civil,
Family, Jury Management and OSCA services.
MISSOURI DEPARTMENT OF SOCIAL SERVICES
Members of the Encore Team have provided support on two ISP projects at the
Department of Social Services, the Missouri Automated Child Support System
(MACSS) and the Child Welfare system.
The MACSS ISP PROJECT involved developing an Information Architecture which
could be utilized to manage the development effort of the project. The
consultant and the
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state team produced a Data Model and an Activity model which were used initially
to carve up a very large system into more manageable pieces. The initial
architecture was handed off to the ISSC contractors when they began their
efforts on the MACSS project. The scope of the MACSS project involves the
recording and maintenance of child support case information for the state of
Missouri.
The CHILD WELFARE ISP PROJECT included the following major functional areas:
Referrals, Investigations, Case Management, Provider Evaluation, Courts,
Resource Management, Staff Management and Financial Services. An ISP plan was
produced for use in the development of the application systems to support each
of the functional areas addressed in the ISP effort.
MISSOURI STATE TREASURERS OFFICE
The STATE TREASURER'S OFFICE ISP PROJECT included the determination of the
analysis methods to be used during the project, as well as directing the ISP for
the State Treasurer's Office. Published the enterprise model used for the
development and acquisition of information systems for Banking Services,
Investments, Unclaimed Property, Administrative Services and Legal Services.
FLORIDA DEPARTMENT OF TRANSPORTATION
The BUSINESS INFORMATION STRATEGY PLAN (BISP) PROJECT - A member of the Encore
Team provided hands on leadership and mentoring for the Florida Department of
Transportation's Business Information Systems Plan (BISP) project. The BISP
mission was to produce and maintain a plan to apply information technology to
the department's business needs. The following business areas were identified:
Financial Management, Production Management, Planning and Operations, Resource
Management, Human Resources Management, and Administrative Support. The
department utilized the Information Engineering methodology and the IEF CASE
tool.
Working with the Geographic Information Systems GIS steering committee, the
Electronic Document Management Systems (EDMS) steering committee, and using
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subject area expert input, a proof of concept plan was created. The premise of
the proof of concept was to incorporate Rapid Application Development techniques
to create a client server environment that would integrate production
scheduling, performance tracking, EDMS, GIS, CAD and Personal Productivity
Software PPD into a seamless package based on documented workflow requirements.
Two GIS viewing capabilities would be included in the proof of concept. The
choices included lntergrapgh (MGE) and ESRI (ARC/INFO). GIS would provide a
"drill down" capability to central office management for observing project
statuses and to identify "management by exception" problem areas. The following
papers were referenced when performing data base design for GIS. The first of
these was NCHRP 20-27, a project of the National Cooperative Highway Research
Program. (Vonderohe 1991, 1993) The second was the GIS-T/ISTEA Pooled-fund Study
(Fletcher 1994) being conducted by a consortium centered in New Mexico, which
was prompted by the requirements of the 1991 federal lntermodal Surface
Transportation Efficiency Act (ISTEA). The third paper was the federal Spatial
Data Transfer Standard (SDTS).
U.S. MILITARY ENTRANCE PROCESSING COMMAND
The MEPCOM INFORMATION RESOURCE SYSTEM (MIRS) PROJECT was designed and
implemented in support of the Military Entrance Processing Command's desire to
improve and automate activities required to more efficiently process individuals
into military service in peace time and time of war. The client was provided
leadership and mentoring in the use of Case tools and the James Martin's
Information Engineering development methodology. Process reengineering was
performed to document the optimum integration of processes and technology
required to ensure the supply and availability of quality personnel.
The Encore Team member leading the project was required to obtain Top Secret
security clearance in order to lead a high level staff of 30 military officers
and civilians in the creation of an Information Strategic Plan (ISP) for the
command. This ISP was transformed into an enterprise model facilitating the
reengineering of the business
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processes and the identification of manual and automated information required to
process individuals into the military. An information architecture was created
identifying the optimum combination of data, processes and technology in support
of the Command Headquarters and 80 processing stations across the nation.
Client server technology was employed allowing for the collection of "Point of
Sale" data into Oracle databases on Novel LAN based midsize computers at each of
the 80 processing stations. Nightly extracts of transaction level data was
collected at the central mainframe server for data warehousing activities. The
FileNet optical storage Juke Box was identified as a solution to reduce the
massive physical file storage requirements of the processing stations.
PERFORMANCE/CHECK POINT REVIEWS
The Encore Team has provided performance/check point review support for numerous
projects in the following state and federal agencies. While some
performance/check point reviews are more formal in nature, we believe that the
principles of a consistent emphasis on quality and the use of model validation
techniques throughout the project help to ensure that a quality product is
produced which will perform to customer specifications.
. Missouri State Highway Patrol
. Missouri Highway and Transportation Department
. Missouri Department of Labor
. Missouri Department of Mental Health
. Missouri Office of Administration
. Missouri Department of Social Services
. Alaska Department of Labor
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. Florida Department of Transportation
. Military Entrance Processing Command
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CATEGORY 2 PROJECTS
MISSOURI STATE HIGHWAY PATROL
CRIMINAL HISTORY - The Missouri State Highway Patrol has been designated as the
statewide repository for Criminal Records information. The Criminal History
system contains arrest, prosecutor, court and corrections information about
individuals involved in criminal activity. The accuracy of the data is
critical, since it is disseminated to patrol officers making traffic stops, as
well as to organizations requesting background checks on individuals seeking
employment. Given the sensitive nature of the data, security is also of primary
concern. The Criminal History system is a statewide system which is accessed
not only by the Patrol, but by law enforcement agencies throughout the state.
Information is also provided at a national level.
The project is currently in BSI in the development life cycle. A member of the
Encore Team provided planning, project scoping, project management, facilitation
and BAA support in the early stages of the project and is now supporting the
team through the BSI, Construction and Testing phases of development.
Documentation, standards and quality assurance support is also being provided.
MULES - The Missouri Uniform Law Enforcement System (MULES) provides and
receives information both state and nationwide. It interfaces with a number of
other nationwide law enforcement systems such as NCIC and NLETS. MULES is a
series of business systems which deal with incidents such as stolen vehicles,
stolen parts, stolen plates, wanted persons and missing persons. Response time
and data accuracy are critical factors of the system. The current MULES II
system is being rewritten in Composer by IEF.
A member of the Encore Team provided project scoping, project management,
facilitation and BAA support for the portions of the project involving stolen
vehicles, parts, plates, missing persons and wanted persons and is now
supporting the team through the BSI, Construction and Testing phases of
development.
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PARTICIPANT IDENTIFICATION - One of the most important data resources of the
Patrol is the information it stores about individuals and organizations. The
Missouri State Highway Patrol is the statewide repository for individual
Criminal Records. The Patrol also stores statewide information on wanted and
missing persons. The Participant Identification system provides the capability
to enter and maintain an extensive amount of information about individuals and
organizations. A number of inquiries have also been developed which allow
searches of the database by different selection criteria.
Members of the Encore Team provided project scoping, BAA, BSI, Construction,
Testing, Implementation, Documentation, Standards and Quality Assurance support
on the project.
PROPERTY CONTROL - The Property Control system is a statewide troop evidence
system. Property which has been seized for evidence or safekeeping must be
properly accounted for while in the custody of the Patrol. For property seized
as evidence, a proper chain of custody must be maintained which provides a
chronological sequence of each individual who had responsibility for the
particular item.
A member of the Encore Team provided project scoping, standards, quality
assurance, BAA and BSI support on the project.
DRIVER EXAM - This statewide system provides for the entry, maintenance and
reporting of Commercial and Non-Commercial Driver's License examination
information. Both written and skill examination information is recorded in the
system.
A member of the Encore Team provided project scoping, BAA and BSI support on the
project.
CONTACT ACCOUNTING - The Contact Accounting system automates the process of
recording contacts for the Missouri State Highway Patrol. It is a statewide
system which provides for the initial recording and ongoing maintenance of
contact information for the Patrol. In addition, the system maintains a check
out log of off duty officers which indicates where they can be reached in case
of a Patrol emergency.
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Members of the Encore Team provided project scoping, BAA, BSI, Construction,
Testing, Implementation, Documentation, Standards and Quality Assurance support
on the project.
INCIDENT - The General Incident system is utilized to enter and maintain basic
information on Incidents which involve a response by the Patrol. The system is
the first in a series of systems which are being implemented to address national
CALEA standards for law enforcement agencies. CALEA standards require that a
law enforcement agency be able to identify and track Incidents from their
inception to their final resolution. In addition, each Incident must be
classified by type so that CALEA reporting standards can be met.
Members of the Encore Team provided project scoping, BAA, BSI, Construction,
Testing, Implementation, Documentation, Standards and Quality Assurance support
on the project.
APPLICATION CATALOG - The system serves as the master inventory of all acquired
and developed software that is operational at the Patrol's data processing
center. All software purchased, leased or developed is assigned a system number
and is cataloged in the system. The system identifies installation dates,
retirement dates, ISD staff responsible for each system, users of each system
and planning for future development and acquisitions.
A member of the Encore Team provided project scoping, BAA and BSI support on the
project.
MISSOURI HIGHWAY AND TRANSPORTATION DEPARTMENT
TRANSPORTATION MANAGEMENT SYSTEMS (TMS) - TMS is the largest MHTD project using
Information Engineering and Composer. Encore has been involved with MHTD on
this system since it's inception. Encore has performed scoping sessions,
developed and presented training to MHTD personnel, provided quality assurance
reviews, assisted in developing standards, developed project plans, facilitated
JAD sessions for BAA,
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mentored MHTD personnel and developed documentation and presentations throughout
the projects development.
During the final months of TMS's BAA, Encore personnel worked with Texas
Instruments and ESRI to develop a prototype of MHTD data, manipulated by
Composer generated software and interfacing with a graphical information system
(GIS) system from ESRI. The successful prototype demonstrated the capabilities
of ISD and Encore personnel to develop the system and helped gain the approval
and funding to continue.
TMS is now in BSI and Encore is providing personnel to assist with the
management of development and support. Encore is also providing a number of
professional developers to staff the project and to provide Quality Assurance
reviews.
FLEET MANAGEMENT SYSTEM - Encore is currently working with the Missouri Highway
and Transportation Department (MHTD) to develop a Fleet Management System. This
system will be implemented statewide to provide MHTD with much needed equipment
information and tracking ability.
The fleet system provides both logistic and operational functions. Logistic
functions include: equipment planning, bid specifications, assignment, tracking,
analysis, etc. Operational functions includes service orders for servicing and
equipment maintenance, interfaces to the preventive maintenance policies,
warranty administration, a reservation system, equipment usage tracking, etc.
Encore consultants have participated in all phases of this project which
include: initial scoping sessions, establishing a project plan, facilitating the
BAA JAD sessions, developing standards and documentation, assisting the cost
justification process to gain approval for developing the BSI phase, leading the
current BSI phase and performing quality assurance reviews throughout the
development life cycle.
The Fleet Management System is planned for implementation state wide during the
fourth quarter of 1996. It contains approximately 90 entity types
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TIME AND CREW REPORTS - Encore is currently working with the Missouri Highway
and Transportation Department (MHTD) to develop a Composer generated system to
provide automated entry and tracking of employee time and maintenance
organization crew reports. This system was to be a reengineering effort
focusing on replacing the current paper intensive systems. With a change in
MHTD's overtime policy, it has become a very necessary facility to allow MHTD to
meet it's changing business requirements.
Encore personnel provided the initial scoping sessions for the project and then
developed a prototype to demonstrate the capabilities of an Information
Engineering approach using Composer. The prototype demonstrated ISD's
capabilities to develop the system and helped gain the funding for the project
to be completed. Encore's involvement throughout the project has been to
provide leadership and mentoring to MHTD personnel. Encore is playing an active
role in the development, testing, implementation, documentation, standards
development and quality assurance reviews for the project.
Although this system is a reengineering effort it has been integrated with the
business model that originated from MHTD's ISP. The result is a system that is
integrated with other systems in development at MHTD: Fleet Management,
Transportation Planning, Maintenance Material Inventory, and any other future
systems.
MAINTENANCE MATERIAL INVENTORY - Encore is currently working with MHTD to
develop a Maintenance Material Inventory system. This is a reengineering
project that focuses on implementing a mechanized version of the current paper
intensive system.
There are approximately 350 maintenance organizations that will have PC's
installed for data entry. Composer developed client procedures provide the user
interface and pass the data to and from the appropriate district server where it
is stored in an ORACLE DBMS on an RS/6000 AIX server. District data is
replicated to a central MHTD server where periodic queries are run to produce
files that feed the legacy systems.
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Encore personnel developed a prototype project to demonstrate the capabilities
of an Information Engineering approach using Composer. The prototype was
presented on many occasions to gain acceptance and demonstrate ISD's
capabilities to develop the system. Encore's involvement throughout the project
has been to provide leadership and mentoring to MHTD personnel in the full life
of the project. Encore is playing the leading role in the development, testing
implementation, documentation, standards development and quality assurance
reviews for the project.
WORK ID - The Work ID project was one of the initial pathfinder projects at MHTD
and is now a production system used daily by many MHTD employees. MHTD's
accounting system requires employee time, material expense, and any other costs
of doing business be charged to a function and Work ID combination code.
The function codes are standardized and change infrequently. However, the Work
ID can change on a daily basis. This pathfinder developed a standard approach
to develop the Work IDs and allows employees to query the Work IDs as needed to
find the appropriate code to charge against.
A member of the Encore Team provided project scoping, facilitation, BAA and BSI
support.
VERTICAL CLEARANCE - The Vertical Clearance project was developed as one of the
initial IEF pathfinder projects at the Highway and Transportation Department.
The system allows clearance information regarding bridge structures in the State
of Missouri to be entered and maintained. An example of a vertical clearance is
the distance from the surface of a roadway to the bottom of a bridge structure
which spans the roadway. This data is utilized to assist in vehicle routing
throughout the state.
A member of the Encore Team assisted in project scoping, facilitation, BAA and
BSI portions of the project.
MISSOURI DEPARTMENT OF LABOR
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APPEALS TRACKING -The Appeals Tracking System was developed as one of the
initial pathfinders at the Department of Labor. The system tracks Unemployment
Insurance appeals from their initiation to their final disposition. An appeal
can be started by either an unemployed person who has been refused unemployment
benefits or by a company who feels its unemployment insurance costs are too
high.
A member of the Encore Team assisted in finalizing the functionality of the
system and lead the project team through the effort to implement the system in a
client/server environment.
COMMENTS SYSTEM - The Comments System was developed as one of the initial
pathfinders at the Department of Labor. The system allows up to 4,000
characters of free text comments to be entered about business objects such as
unemployment insurance appeals.
A member of the Encore Team assisted in finalizing the functionality of the
system and lead the project team through the effort to implement the system in a
client/server environment.
MISSOURI DEPARTMENT OF MENTAL HEALTH
A member of the Encore Team worked on the ACCOUNTING INFORMATION AND MANAGEMENT
SYSTEM (AIMS). The goal of the AIMS system was to replace the legacy financial
systems which consisted of Fund Encumbrance, Cost Accumulation, Workload
Allocation, Labor Distribution, Non Appropriated Funds and Budget Management.
Scoping of the BAA portion of the project began in October of 1994 and ended in
August of 1995. One part-time consultant was enlisted at the beginning of the
scoping phase which lasted approximately one month. As a result of that
scoping, it was determined that a full time consultant would be needed for the
BAA portion of the project.
In July of 1995, the Office of Administration announced their intention to
purchase a personnel and financial turn key system that, in theory, would
incorporate all of the
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financial needs of the DMH and other state agencies who are currently feeding
the existing State Accounting System (SAM). The DMH management team, therefore,
decided it would not be prudent to continue the development of AIMS so it was
discontinued at the completion of the BAA portion of project. At that time, 156
entities had been identified.
THE CLIENT TRACKING, REGISTRATION, ADMISSION AND COMMITMENT SYSTEM (CTRAC) is
the base line system for all Department of Mental Health (DMH) automated client
data. CTRAC supports both On-line and batch input and was developed in the IEF.
There are approximately 700 on-line and 32 batch CTRAC users in a network of
approximately 200 service provider locations (DMH facilities and contract
provider locations). As the acronym implies CTRAC provides a unique Client
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identifier that allows Tracking of client service episodes at any provider
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within the DMH service delivery network. It is not unusual for DMH clients to
be receiving services simultaneously from multiple DMH service providers.
Without CTRAC this simultaneous care could not be tracked between providers.
There are situations where clients are placed on a waiting list or are evaluated
for services before actually receiving services or agreeing to be a DMH client,
the term used for this is Registration. A client I.D. is assigned at this time
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but minimal data is collected, and the data is later bypassed in the system if
the client refuses DMH service. CTRAC collects all necessary demographic and
Admission data for clients and populates admission screens with previous data
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when clients are readmitted. CTRAC also collects specialized data for
involuntary forensic Commitments to the DMH.
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CTRAC has been a very successful project for DMH. It continues to be used for
tracking, demographics and admissions data. It also feeds client data to other
DMH legacy systems. The system is made up of 19 Business Systems, 112 entity
types, 278 on-line procedures and 29 batch procedures.
A member of the Encore Team provided project scoping, facilitation, standards,
quality assurance, BAA and BSI support throughout the project.
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SERVICES AND FUNDING (SAF) - The mission of the SAF project is to integrate
multiple client service and funding systems into one comprehensive information
system which is flexible and user driven. Project objectives met were
streamline of billing processes, enhancement of reimbursements, increased data
accessibility, standard screen format, streamlined data input, statewide client
services, on-line contract data and funding utilization.
Encore consultants assisted in the defining of requirements, project planning,
facilitating JAD sessions, development of data and activity models, mentoring
and in quality assurance reviews.
The TARGET CITY INFORMATION SYSTEM (TC-IS) was a federally funded pilot project
to centralize intake and evaluation of Alcohol and Drug Abuse (ADA) clients in
the St. Louis area. The essence of the system is that all ADA admissions in the
St. Louis area would be directed to two Central Intake Units (CIU), one in the
city and one in the county. TC-IS provides screens to input profiles on
approximately 15 Service Delivery Units (SDU) in the St. Louis area (DMH
contract service providers). These screens indicate the kinds of programs and
services each provider can provide, number and types of staff, hours of
operation and number of slots (beds if inpatient services are provided). The
provider profile information and the client assessment information are batched
to the central DMH mainframe when the assessment is completed to match the
problems of the client with the an available SDU. TC-IS also provides an
appointment segment that allows each SDU (approximately 20 in the St. Louis
area) to report to the system on a real-time basis how many "slots" (units of
available services) are available at any point in time. When this Central
Intake system is proved to be effective, it will be implemented in other major
cities of the state (K.C., Springfield, St. Joe).
An Encore consultant was the primary facilitator and analyst for the BAA portion
of this system from July 1994 to January 1995. DMH had two other staff from the
central OIS group working with The Encore consultant. For the design and
development phase of the system two full time consultants were used. Two
additional consultants were used part-time on the system between January 1995
and April 1995. The system contained
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44 entity types, 43 PrADs and 88 PADS. The project was successfully implemented
in May 1995 and is still running with minimal maintenance by one part-time DMH
employee.
MISSOURI DEPARTMENT OF NATURAL RESOURCES
ISP REVIEW - Reviewed the ISP results in order to determine which projects
should be rolled out first in the department. Some inconsistencies were
discovered that will need to be addressed. The review results are being used to
help the department allocate resources and select an appropriate pathfinder. An
Encore consultant performed the review and is working with DNR management to
prioritize projects.
PATHFINDER SCOPING - A member of the Encore Team has conducted a number of
project scoping meetings in order to assist DNR in selecting appropriate
pathfinder projects. These sessions involve facilitation, data modeling,
activity modeling and project planning.
MISSOURI OFFICE OF STATE COURTS ADMINISTRATOR
TIME TRACKING - This pathfinder project will allow OSCA to credit employee's
time worked to various charge back accounts. Certain project activities may be
funded by several different funding source on a percentage basis. This path
finder project will allow OSCA to correctly perform charge back activities.
A member of the Encore Team assisted in project scoping and planning.
MISSOURI DEPARTMENT OF SOCIAL SERVICES
FAMILY ASSISTANCE MANAGEMENT INFORMATION SYSTEM (FAMIS) - The FAMIS project
involves the development and implementation of a very large family assistance
system. The system will handle the processing of family assistance cases and
will interface with the Missouri Automated Child Support System (MACSS).
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A member of the Encore Team was brought in as a part of a three person swat team
to assist in getting the project back on track when the effort got into some
difficulty. A customized methodological approach was developed that would fit
the specific requirements of the project. The Encore consultant initially lead
the Coordination team and, later in the project, also lead the Application Entry
team. The analysis phase was completed and a 3500+ page Requirements
Specifications Document (RSD) was produced which documented the Data Model,
Activity Model and Prototyped Screens. The assignment involved planning,
project management, data modeling, activity modeling, and technical support.
PRINCE HALL - The Encore Consulting team is currently working with the Missouri
Department of Social Services to develop a Composer generated system that will
allow individual citizens that enter the Prince Hall facility located in St.
Louis to be pre-screened as to the services that they may be interested in
obtaining. This project encompasses both the State, Local and Federal
Government agencies. The effort has produced a prototype that has received a
very favorable review from it's future users, the Prince Hall management team
and the Department of Social Services Information Systems division.
A member of the Encore Team provided project scoping, project management,
facilitation, BAA and GUI prototyping support on the project. The Encore GUI
templates were used to shorten the development life cycle and implement GUI
design standards.
CHILD WELFARE PROVIDER PROJECT - The Child Welfare Provider project will allow
Department of Social Services workers to maintain information about Child
Welfare provider personnel, as well as storing information about prospective
providers. In addition to maintaining provider personnel information, the
system will allow workers to enter a schedule of training classes and enroll
individuals in specific class offerings. A record of the training received by
each individual will be maintained for use in certifying
47
<PAGE>
that individuals are receiving the proper levels of initial and continuing
education. The system will be implemented as a GUI Client/Server application.
A member of the Encore Team has provided project scoping, project management,
quality assurance, BAA and BSI support on the project.
MISSOURI AUTOMATED CHILD SUPPORT SYSTEM (MACSS) PROJECT - The MACSS system
automates the recording and maintenance of child support case information for
the State of Missouri. A member of the Encore Team has provided Data and
Activity Modeling expertise and is developing a detailed Conversion Plan for the
project.
EXECUTIVE INTENSIVE PLANNING SESSION - The EIP session was conducted for Joyce
Backes, the Director of Data Processing for the Department of Social Services,
and her direct reports. The goals and objectives of the organization were
documented, and a series of projects which could be completed in support of the
organizational goals was developed. A member of the Encore Team facilitated the
4 day session.
ALASKA DEPARTMENT OF LABOR
A member of the Encore Consulting team was heavily involved in developing four
systems for the Alaska Department of Labor. These systems were developed over a
two year period and spanned the development life-cycle from BAA to
Implementation. The four systems are listed below:
UNEMPLOYMENT INSURANCE (BSI, TD, Implementation)
EMPLOYMENT SERVICES (BAA, BSI, TD, Implementation)
WORKERS COMPENSATION (BAA, BSI, TD)
COMMON DATA/ACTIVITY (BAA)
In addition to the involvement specified for each individual project, support
was provided in the areas of facilitation, quality assurance, project management
and project scoping.
48
<PAGE>
The combined systems contained 217 entity types and all were designed and
implemented as block mode CICS/MVS batch and online transactions. All four
systems target a DB2 database. All transactions were designed in a way that
would allow easy transition to GUI/Client Server. At the time of
implementation, Alaska did not want to invest in the additional hardware to
implement GUI/Client Server, but wanted the system to be developed in a manner
that could be easily converted in the future.
49
<PAGE>
KANSAS STATE REHABILITATIVE SERVICES (SRS)
KANSAS SOCIAL SERVICES INFORMATION SYSTEM (KSSIS) - A member of the Encore Team
worked with the Kansas State Rehabilitative Services department to create a
working prototype of a Social Worker support and management reporting system.
This system development utilized Composer client-server development on the IEF
CASE tool as well as the Information Engineering development methodology. The
systems objective was to integrate several stand alone, non integrated systems
and to increase Social Workers productivity and their ability to protect and
ensure the safety and well being of children in Kansas.
Provided project leadership and mentoring and JAD facilitation for the SRS KSSIS
project. Worked with a user group consisting of eight Social Worker Supervisors
selected state-wide. Requirements were documented in support of the creation of
designs to build an integrated solution to improve field workers productivity.
An additional goal was to improve the quality and availability of data to the
central office.
Coordinated the design of a Distributed Process, client server proof of concept.
This proof of concept demonstrated both GUI and block mode presentations of
client assessment activities performed by Social Workers in the field. The
server environment consisted of an IBM mainframe running MVS, CICS and DB2. The
mainframe server was to be connected using direct connect pipes to client
Windows 3.1 work stations running the Composer Client Manager and GRAF Client
Manager. Clients could also connect using TCP/IP to an NT server running the
Oracle data base. The Composer IEF tool set was utilized to document all
requirements.
KENTUCKY DEPARTMENT OF SOCIAL SERVICES
KENTUCKY AUTOMATED MANAGEMENT AND ELIGIBILITY SYSTEM (KAMES) - The Kentucky
Automated Management and Eligibility System (KAMES) was developed to combine and
reengineer old and outdated food stamps and AFDC benefit delivery systems.
Working with management of the Kentucky Department of Social Insurance, manual
paper intensive activities were automated and inefficient nonintegrated programs
were
50
<PAGE>
redeveloped using the full life cycle deployment of CASE tools and the
Information Engineering Methodology approach.
A member of the Encore Team provided hands on leadership and mentoring from
analysis through implementation phases of the project. Assistance was also
provided in establishing project development standards, project estimates, work
schedules, plans, and contingency plans. Using JAD techniques, the consultant
performed Business Area Analysis, integrated data and process modeling, work
flow analysis, business processing reengineering, created and presented project
schedules and technology plans to management.
Extensive analysis resulted in an expert system which would automatically
determine food stamp and AFDC eligibility based on the answers to dynamically
determined, client profile based questions. Extensive system cross-matching was
employed to verify client eligibility information. Thorough unit, string and
system stress testing was performed to ensure the accuracy of eligibility
determinations.
Assisted in the planning for and obtaining of Federal certification allowing for
State receipt of matching funds. The resulting KAMES system combined automated
and manual legacy systems into an integrated solution.
STATE OF NEBRASKA DEPARTMENT OF SOCIAL SERVICES
A member of the Encore Team worked on the NEBRASKA FAMILY ONLINE CUSTOMER AND
USER SYSTEM (N-FOCUS) PROJECT and was exclusively responsible for all IEF Model
Management and Encyclopedia functions encompassing a full IE project life cycle.
The project started with a single model in Business Area Analysis (BAA) and
evolved into five Design models, one Template model and one Shared Objects model
for Business System Design and Construction (BSI). Also, consolidated the above
models into one Integrated model for System Testing. This included all model
and object migrations, adoptions, consistency checks, cross-copies, model and
object compares, reporting
51
<PAGE>
and analysis of duplicate objects, impact analysis reports and all other model
management functions.
In addition to this primary responsibility, the consultant was also responsible
for the creation and modification of all subsets for the IEF developers, as well
as providing training and support in the areas of model management and
subsetting for all phases of the IE life cycle. Since the beginning of the
design phase, the consultant have been responsible for making all data model
changes, running full transformation and re-transformation of the analysis model
and resolving any related problems.
STATE OF NEW MEXICO HUMAN SERVICES DEPARTMENT
A member of the Encore Team worked on the CHILD SUPPORT ENHANCEMENT AND
ENFORCEMENT SYSTEM (CHEERS) PROJECT , they were a member of the technical
support team, responsible for approximately 40 workstations on a Novell Ethernet
network. The workstations were configured to run in both a DOS/Windows
environment and an OS/2 environment. The consultant was responsible for testing
and installing LAN/Workstation software, some of which included OS/2 (versions
1.3 and 2.1), Netware Requester for OS/2, Rumba for OS/2, Attachmate EXTRA! for
Windows, Visual Basic, Attachmate Tools for Visual Basic along with many other
packages. The member of the Encore Team also participated in the IEF model
management, subsetting and data model activities for the project.
Responsibilities also included creating and maintaining all user LAN accounts,
as well as LAN security and access procedures.
TEXAS DEPARTMENT OF TRANSPORTATION
A member of the Encore Team worked on the Right of Way project. Work was done
in C++ 7, Composer 3, Sybase 10 and Windows NT. The consultant created the
workstation setup program that made the desktop icon (DDE) point to a districts
server and the startup program by universal name. Coded the system's startup
program which overrode conflicting registry entries (NT security), set the
user's database access, started the SQL client pointing at the correct Sybase
server and detached the main
52
<PAGE>
menu written in Composer. Wrote the user and system setup PrADs. Enhanced the
procedures for approving and encumbering parcels. Created a support window to
select an executable server, SQL client server and Sybase server (25 each),
verify their accessibility (functional and security) and start the system using
the selected combination.
DEPARTMENT OF AGRICULTURE (FEDERAL)
GUARANTEED LOAN SYSTEM - The Farmers Home Administration (FmHA), an agency under
the direction of the Department of Agriculture, initiated an IEF development
effort for creating an improved Guaranteed Loan Accounting System. The existing
application tracked information pertaining to thousands of applicants and had a
63 billion dollar portfolio. This BAA project resulted in a data model of 63
entity types and a process model of 280 elementary processes. A mini
Information Strategy Plan (ISP) was done to validate the scope of the Business
Area. Joint Application Design (JAD) sessions with business area experts were
used very successfully.
A member of the Encore Team conducted the mini-ISP and a number of facilitated
JAD sessions. Support was also provided from the BAA through BSI phases of the
project.
DEPARTMENT OF EDUCATION (FEDERAL)
The NATIONAL STUDENT LOAN SYSTEM (NSLDS), for the Department of Education in
Washington, DC., project had a budgeted cost of over $50 Million. Some of the
objectives of NSLDS were to provide centralized verification of Title IV Aid
Eligibility (Student Loans), improve quality and accessibility of Student Loan
data, and reduce the burden on organizations administering Title IV Aid. The
system is the largest IEF batch system in production today and processes
millions of Student Loans in support of Title IV Aid Eligibility. The
prescreening process of NSLDS was designed to screen out loan requests which did
not meet eligibility requirements. The NSLDS system paid for itself the first
month in production.
53
<PAGE>
A member of the Encore Team assisted the Development Manager with project
management and task scheduling of development personnel, development of project
standards, managing development project schedule, quality assurance walk-
throughs on IEF PrADs, and compliance with development standards. Performed
testing of IEF procedures, and served as an internal consultant to the
developers. IEF 5.2 DB2 was the Mainframe Target Platform.
FEDERAL RESERVE BANK OF ST. LOUIS, MISSOURI
A member of the Encore Team performed QA and mentoring for a component project
of the Cash Track System, a major project that was in BSI. Recommended changes
to the data model and activity hierarchy were made. Conducted reviews of
existing code and training sessions on techniques for development of procedures.
Developed BSI procedure templates to assist in the development and instructed
the staff in their use. The system component was successfully developed and
deployed at the Federal Reserve Bank.
U.S. ARMY - DEPARTMENT OF DEFENSE
A member of the Encore Team served as a Technical and Planning Manager on a team
responsible for the re-engineering of three ARMY AMMUNITION MANAGEMENT SYSTEMS,
into a single on-line system using Texas Instruments Information Engineering
Facility (IEF) toolset. The developed system is a mission critical C2
classified battlefield system for the worldwide integration of munitions
distribution and control for all major Theaters of U.S. presence.
The consultant provided technical guidance to the team for the validation and
modification of the existing Business Area Analysis (BAA), Business Systems
Design (BSD), Technical Design (TD), Construction and Testing phases. The team
also provided recommendations concerning the target platform for the re-
engineered system, convert the system and current data bases to the target
platform as well as collect and report software metrics data for the project. A
technical architecture was created for the client server environment for the
development and target customer sites.
54
<PAGE>
Designed and developed Logical/Physical Oracle databases for development teams
and target environment. Established referential integrity check procedures
using DDL and SQL procedures.
Environment includes UNIX, Oracle, and Windows NT hardware and software
platforms. BAA environment used Joint Requirement/Joint Application Design
setting (JRP/JAD), and active GUI prototype development. Established
development coordination and mainframe encyclopedia operations, version control
and configuration management environments. Conducted relational database, sub-
setting, and IEF training for government and other contractors. Project teams
consisted of 70-80 government, military, and civilians personnel. Insured
knowledge transfer occurred on the project as well.
OTHER PROJECTS BY CATEGORY
The members of the Encore Team have worked on a large number of Composer/IEF
projects for various customers. A partial list of projects is included below.
AGRICULTURE
. Plot Tracking
AIRLINE
. ARMIS
. CONFIRM
. Time and Attendance Labor Collection
FINANCIAL
. Maximis Investment Management System
. Profit Sharing Loan
55
<PAGE>
. Lease Accounting
. Actuarial Reporting
HUMAN RESOURCES
. Employee Assistance Program
. Health Benefits System
INSURANCE
. Collateral Protection
. Travelers Pension Funds
. 1099-MISC Reporting
MANUFACTURING
. Distribution Resource Planning
. Advanced Inventory Distribution
MEDICAL
. Patient Registration
. Medical Orders
. Joint Registry
. Cancer Registry
. Publications
RAILROAD
56
<PAGE>
. Personal Injury/Liability
. Customer Master
. Train Scheduling System
RETAIL
. Merchandise Presentation
. Micro Marketing Calendar
. Sales Tax
. Item Master
. Marketing
. Membership Distribution
. Inventory Tracking
TELECOMMUNICATIONS
. National Consolidated Billing
. Error management
. Contract Administration
. Customer Billing Information
. Standard BSD Template
. National Decision Support Data Warehouse
. Yellow Page Publishing
57
<PAGE>
UTILITIES
. Billing Transaction Processing
. Customer Information System
. Enhanced Time Entry
58
<PAGE>
[RESUMES AT PP.61-161 OMITTED]
59
<PAGE>
--------------------------------------------------------------------------------
EXHIBIT A
60
<PAGE>
EXHIBIT A - BIDDER'S REFERENCES
Company Name: State of Missouri - Office of Information Technology
----------------------------------------------------
Contact Name: Mike Benzen
-----------
Contact's Title: Chief Information Officer
-------------------------
City: Jefferson City State: Missouri
-------------- --------
Telephone Number & Area Code: (573) 526-7741
--------------
Availability status if contact is requested by the evaluation team: Available
---------
-------------------------------------------------------------------------------
Company Name: State of Missouri - Highway and Transportation Dept
---------------------------------------------------
Contact Name: Lew Davison
-----------
Contact's Title: Director of Information Systems
-------------------------------
City: Jefferson City State: Missouri
-------------- --------
Telephone Number & Area Code : (573) 751-2551
--------------
Availability status if contact is requested by the evaluation team: Available
---------
-------------------------------------------------------------------------------
61
<PAGE>
Company Name: State of Missouri - Department of Social Services
-------------------------------------------------
Contact Name: Betty Rottmann
--------------
Contact's Title: Deputy Director of Information Systems
--------------------------------------
City: Jefferson City State: Missouri
-------------- --------
Telephone Number & Area Code : (573) 751-0744
--------------
Availability status if contact is requested by the evaluation team: Available
---------
-------------------------------------------------------------------------------
Company Name: State of Missouri - Office of Information Technology
----------------------------------------------------
Contact Name: Cindi Rutherford
----------------
Contact's Title: Assistant to the Chief Information Officer
------------------------------------------
City: Jefferson City State: Missouri
-------------- --------
Telephone Number & Area Code : (573) 526-7744
--------------
Availability status if contact is requested by the evaluation team: Available
---------
-------------------------------------------------------------------------------
62
<PAGE>
Company Name: State of Missouri - State Highway Patrol
----------------------------------------
Contact Name: Gerry Wethington
----------------
Contact's Title: Director of Information Systems
-------------------------------
City: Jefferson City State: Missouri
-------------- --------
Telephone Number & Area Code : (573) 526-6200
--------------
Availability status if contact is requested by the evaluation team: Available
---------
-------------------------------------------------------------------------------
63
<PAGE>
-------------------------------------------------------------------------------
EXHIBIT B
64
<PAGE>
EXHIBIT B - DOCUMENTATION OF MINORITY PARTICIPATION
Name of MBE firm: Eduteach, Incorporated
----------------------
Address: 2815 Woodworth Place Hazel Crest, Illinois 60429
-------------------------------------------------
Telephone number: (312) 726-0680 FAX number: (312) 726-0690
-------------- -------------
Type of Business: Provider of Composer/IEF consulting services and
------------------------------------------------
educational classes
-------------------
Officer: Dushun Mosley Title: CEO
------------- ---
Signature of MBE: Date:
--------- -----------------
Describe the subcontract work to be performed : Eduteach will be supplying
--------------------------
consulting resources experienced in the Information Engineering Methodology
---------------------------------------------------------------------------
and in the use of the Composer/IEF toolset. The consultants will provide
-------------------------------------------------------------------------
support on projects at various State of Missouri agencies.
----------------------------------------------------------
Indicate the portion of the contract in terms of total dollars and
percentage to be subcontracted to the MBE:
$ to be determined = (greater than) 5% (of total contract value)
---------------- -----------------
Is the proposed subcontractor certified as a MBE firm by any federal
government agencies, state agencies, State of Missouri city or county
government agencies, minority supplier councils or other certifying
entities?
Yes X No If yes, provide evidence of current certification.
--- ---
Eduteach is listed on Office of Administration file as an MBE for the State
of Missouri.
-----------------------------------------------------------------------------
65
<PAGE>
Name of MBE firm: Eduteach, Incorporated
----------------------
Address: 2815 Woodworth Place Hazel Crest, Illinois 60429
-------------------------------------------------
Telephone Number: (312) 728-0880 FAX number: (312) 726-0890
-------------- --------------
Type of Business: Provider of Composer/IEF consulting service
-------------------------------------------
and educational classes
-----------------------
Officer: Dushun Mosley Title: CEO
------------- ---
Signature of MBE:: /s/ Dushin Mosley Date: 6/18/96
------------------- -------
Describe the subcontract wok to be performed: Eduteach will be supplying
--------------------------
consulting resources experienced in the Information Engineering Methodology
---------------------------------------------------------------------------
and in the use of the Composer/IEF toolset. The consultants will provide
-------------------------------------------------------------------------
support on projects at various State of Missouri agencies.
----------------------------------------------------------
Indicate the portion of the contract in terms of total dollars and
percentage to be subcontracted to the MBE:
$ to be determined = (greater than) 5% (of total contract value)
---------------- -----------------
Is the proposed subcontractor certified as a MBE firm by any federal
government agencies, state agencies, State of Missouri city or county
government agencies, minority supplier councils or other certifying
entities?
Yes X No If yes, provide evidence of current certification.
--- --- -- ---
Eduteach is listed on Office of Administration file as an MBE for the State
of Missouri.
66
<PAGE>
------------------------------------------------
[Missouri seal] IFB NO : B600907
DATE : 06/17/96
STATE OF MISSOURI REQ NO : 999817190
OFFICE OF ADMINISTRATION BUYER : AL COLLIER
DIV OF PUR & MAT MGMT PHONE : 573-751-1686
INVITATION FOR BID
-------------------------------------------------------------------------------
RETURN BID NO LATER THAN: RETURN AMENDMENT TO:
DATE: 06/21/96 DIVISION OF PURCHASING
TIME: 02:00 PM 301 W. HIGH ST., RM 580
P.O. BOX 809
JEFFERSON CITY, MO 65102-0809
---------------------------------------
6969534
ENCORE CONSULTING
ATTN: TOM MCLEOD
464 FOX TRAIL DRIVE
LAKE ST LOUIS MO 63367
-------------------------------------------------------------------------------
AMENDMENT #004 TO IFB B600907
TITLE: CONSULTING SERVICES - IEF CASE TOOL
VARIOUS AGENCY LOCATIONS
THROUGHOUT THE STATE
-------------------------------------------------------------------------------
MUST BE SIGNED TO BE VALID
-------------------------------------------------------------------------------
THE BIDDER HEREBY DECLARES UNDERSTANDING, AGREEMENT AND CERTIFICATION OF
COMPLIANCE TO PROVIDE THE ITEMS AND/OR SERVICES, AT THE PRICES QUOTED, IN
ACCORDANCE WITH ALL TERMS AND CONDITIONS, REQUIREMENTS AND SPECIFICATIONS
CONTAINED HEREIN AND FURTHER AGREES THAT THE LANGUAGE OF THIS DOCUMENT
SHALL GOVERN IN THE EVENT OF A CONFLICT WITH HIS/HER BID. THE BIDDER
FURTHER AGREES THAT UPON RECEIPT OF AN AUTHORIZED PURCHASE ORDER FROM THE
DIVISION OF PURCHASING OR WHEN THIS DOCUMENT IS COUNTERSIGNED BY AN
AUTHORIZED OFFICIAL OF THE STATE OF MISSOURI, A BINDING CONTRACT SHALL
EXIST BETWEEN THE BIDDER AND THE STATE OF MISSOURI.
<PAGE>
------------------------------------------------------------------------------
AUTHORIZED SIGNATURE PRINTED NAME TITLE
/s/ Thomas E. McLeod Thomas E. McLeod President
---------------------------------------------------------------------------------------------------------------------
COMPANY DATE
ENCORE CONSULTING, INC. 6/21/96
-------------------------------------------------------------------
MAILING ADDRESS PHONE
464 FOX TRAIL DR. 314/ 561-1733
-------------------------------------------------------------------
CITY STATE ZIP
LAKE ST. LOUIS MO 63367
---------------------------------------------------------------------------------------------------------------------
STATE VENDOR NO. (IF KNOWN) FEDERAL TAX NO. FAX NO.
6969534 43-1748216 314/ 561-4043
---------------------------------------------------------------------------------------------------------------------
NOTICE OF AWARD: (STATE USE ONLY) CONTRACT NO: C600907002
---------------------------------------------------------------------------------------------------------------------
ACCEPTED BY STATE OF MISSOURI AS FOLLOWS:
In its entirety. Primary contract award for Category Two consulting services; secondary contract award for Category
One consulting services.
Contract Period: 09/01/96 though 08/31/97
---------------------------------------------------------------------------------------------------------------------
BUYER DATE DIRECTOR
Al Collier /s/ Al Collier 8-28-96 /s/ Joyce Murphy
---------------------------------------------------------------------------------------------------------------------
<PAGE>
AGREEMENT AND CONSENT
---------------------
TO ASSIGNMENT OF CONTRACT
-------------------------
Mr. Tom McLeod Mr. James Bildner, CEO
--------------------------- -------------------------------
Encore Consulting TIER Corporation
--------------------------- -------------------------------
464 Fox Tail Drive 711 Old Ballas Road: Ste 110
--------------------------- -------------------------------
Lake St. Louis, MO 63367 St. Louis, MO 63141
--------------------------- -------------------------------
(the Assignee) (the Assignor)
RE: Contract Number C600907002 (hereinafter "Contract") between the State of
Missouri and Encore Consulting
In accordance with paragraph 5.1 (Part II) in the Terms and Conditions of
Contract C600907002, the State of Missouri hereby consents to the assignment of
the contract in its entirety (by the Assignor to the Assignee) due to transfer
of assets from Encore Consulting to TIER Corporation. This consent does not
entitle Assignee to receive payment in any amount above that which Assignor
would otherwise receive.
It is agreed that Assignee shall honor and comply with all terms and
conditions, requirements and specifications of the Contract and that the State
of Missouri is entitled to performance by Assignee of all of the obligations
under the Contract and/or any assignments thereof. In addition, the Assignee
releases the State of Missouri from all responsibilities for payment made
previously to the Assignor pursuant to the contract.
Assignee agrees that any payments made by the State of Missouri pursuant to
the Contract, including all of those payments assigned to Assignee, shall be
contingent upon the performance of Assignee in accordance with all terms and
conditions, requirements and specifications of the contract, and the approval
and acceptance of such performance by the State of Missouri.
IN WITNESS THEREOF, the parties hereto have executed this Agreement and Consent
the day and year stated below.
---------------------------------- --------------------------------
Encore Consulting TIER Corporation
---------------------------------- --------------------------------
BY: /s/ Tom Mcleod BY: /s/ James Bildner, its CEO
------------------------------- -----------------------------
NAME: Mr. Tom McLeod NAME: Mr. James Bildner
----------------------------- ---------------------------
TITLE: President TITLE: Chief Executive Officer
---------------------------- --------------------------
DATE: 1/21/96 DATE: 1/21/96
----------------------------- ---------------------------
APPROVED BY THE STATE OF MISSOURI
BY: /s/ James Miluski
-------------------------------
NAME: James Miluski
-----------------------------
TITLE: Assistant Director
----------------------------
DATE: 1/21/97
-----------------------------
67
<PAGE>
---------------------------------------
[Missouri seal] NO. : C600907002-004
DATE : 06/17/97
STATE OF MISSOURI REQ NO : 999818139
OFFICE OF ADMINISTRATION BUYER : AL COLLIER
DIV OF PUR & MAT MGMT PHONE : 573-751-1686 BUYER NO. 066
-------------------------------------------------------------------------------
RETURN AMENDMENT NO LATER THAN: RETURN AMENDMENT TO:
DATE : 07/01/97 DIVISION OF PURCHASING
TIME : 05:00 PM 301 W. HIGH ST., ROOM 580
HARRY S TRUMAN BUILDING
JEFFERSON CITY, MO 65101
---------------------------------------
TO: 6971725
TIER TECHNOLOGIES, INC.
ATTN: JAMES BILDNER
1350 TREAT BLVD. SUITE 250
WALNUT CREEK CA 94596
-------------------------------------------------------------------------------
NOTIFICATION OF RENEWAL FOR CONTRACT C600907002
VARIOUS AGENCY LOCATIONS
THROUGHOUT THE STATE
-------------------------------------------------------------------------------
MUST BE SIGNED TO BE VALID
-------------------------------------------------------------------------------
AUTHORIZED SIGNATURE PRINTED NAME TITLE
/s/ G. K. Ross George K. Ross CFO & S VP
-------------------------------------------------------------------------------
COMPANY DATE
Tier Technologies 7-23-97
--------------------------------------------------------------
MAILING ADDRESS PHONE
1350 Treat Blvd., Suite 250 510-937-3950 x 167
--------------------------------------------------------------
CITY STATE ZIP
Walnut Creek CA 94596
-------------------------------------------------------------------------------
STATE VENDOR NO. (IF KNOWN) FEDERAL TAX NO. FAX NO.
94-3145844 510-937-3752
-------------------------------------------------------------------------------
NOTICE OF AWARD: (STATE USE ONLY) CONTRACT NO: C600907002-004
-------------------------------------------------------------------------------
ACCEPTED BY STATE OF MISSOURI AS FOLLOWS:
ACCEPTED IN ITS ENTIRETY.
-------------------------------------------------------------------------------
BUYER DATE DIRECTOR
AL COLLIER /s/ Al Collier 7-25-97 /s/ Joyce Murphy
-------------------------------------------------------------------------------