West Palm Beach11i by cYzNZE4

VIEWS: 7 PAGES: 9

									FIRM IDENTIFICATION

S. Davis & Associates, P. A. (SDA), established in 1991, is a multi-disciplined certified public
accounting auditing, tax and consulting firm. The firm currently employs sixteen full-time
employees and four part-time employees who execute the firm’s service delivery from both our
Broward and Dade County locations. SDA is one of the largest minority owned certified public
accounting and consulting firms in the Southeast United States.

SDA has provided auditing, accounting and consulting services to some of the largest public
sector organizations in South Florida. These include Broward County, Miami-Dade County,
Broward County Aviation Department, Dade County Aviation Department, Palm Beach
International Airport, South Florida Water Management District, City of Dania Beach, City of
Hollywood, Broward County School Board and Miami-Dade Water & Sewer.

Our relevant experience includes assisting the Palm Beach International Airport with a general
ledger systems implementation. We also assisted the School Board of Broward County with a
SAP Human Resource Management System and Miami Dade Water & Sewer Department with
the Customer Information System (PeopleSoft).

A significant amount of our client base is in the public sector, and our practice mix is comprised
of approximately 65% audit, accounting and tax services and 35% of general consulting and
information technology services. An increasing amount of our consulting revenue is being
derived from our information technology practice, and the firm has experienced double-digit
growth in this sector of our practice over the past three years. All of the management staff of the
firm are former Big “5” accounting firm veterans.

Our primary Information Technology Consulting service areas are as follows:

    Project Management:
   Requirements Definition
   Project Planning / Scheduling
   Conceptual Design
   Information Systems Management

    Systems Support:
   Software Evaluation, Selection, Customization and Installation
   Training & Support

    Business Consulting:
   Business Process Re-engineering
   Information Systems Planning

    Network Infrastructure:
   Voice / Data Cabling
   Network Design (LAN, WAN, Switching, Routing)
   Network Equipment Installation and Testing
   Database Design and Administration

                                                1
PROPOSED STAFF

Anthony L. Jackson, Partner

Anthony (Tony) Jackson is our Partner in charge of the Consulting & Information Technology
Division of S. Davis & Associates. He has acquired a significant amount of public sector
financial and consulting experience including financial analysis, governmental auditing, control
reviews, organizational reviews, systems design, selection, conversion and implementation. Mr.
Jackson has served as Chief Financial Officer in a chain of auto repair stores as well as Director
of Planning and Strategic Development in a multi-national insurance and financial services
company.

Tony’s role on the project will be that of review and supervision, administration and quality
control as well as attendance to meetings with the steering committee.

Representative Accomplishments

Mr. Jackson has acquired a tremendous amount of systems consulting experience which include:

School Board of Broward County
 Mr. Jackson was involved with the School Board of Broward County’s Design and
   Specifications of an Integrated Communications Infrastructure project. The engagement
   entails developing a conceptual and detailed design, including work plans and detailed cost
   estimates, for the integration and transfer of voice, data, and video over the same medium.
 Tony is currently involved with the organization's implementation efforts of a Human
   Resource Management System which includes reviewing the business processes and
   reengineering them to ensure that the organization obtain the optimum benefits of the
   software (SAP)

Metropolitan Dade County Police
 Mr. Jackson was involved with the Metropolitan Dade County Police efforts in defining the
   functional and technical requirements for integrated Computer Aided Dispatch and Mobile
   Computing Units Systems to support the operational and administrative activities of the
   Department. These requirements were used in developing a Request for Proposal for these
   systems.
 Mr. Jackson also was involved with this departments efforts in developing an Information
   Systems Plan which included a Business Model, Strategic Vision and Management /
   Information Management Observations.

Metropolitan Dade County Payroll Systems Project
 Mr. Jackson was involved with the Metropolitan Dade County Payroll Systems Project. In
   this engagement, we performed a review of the operating environment, process procedures
   and controls, a conceptual design and requirements definition and an application
   identification and availability assessment.




                                                  2
PROPOSED STAFF

Anthony L. Jackson, Partner (cont.)


Dade County Public Schools
 Mr. Jackson spearheaded the Dade County Public School’s definition requirement(s) and
   documentation of the required system features and functions. He also helped develop a
   conceptual design of the new systems features and functions.

Miami Dade Water & Sewer
 Tony was involved with this organization's efforts to define the functional and technical
   requirements for a new Customer Information System including the recommendation of a
   software solution that best fit the business requirements of the department.

Broward County Aviation Department
 Tony assisted BCAD with the preparation of a comprehensive information technology (IT)
   master plan to identify and prioritize needed IT systems and investments over the next five
   years.

Miami Dade Aviation Department
 Mr. Jackson is currently assisting the department in its review of lease management systems
   to assist it with the operating all of its property management functions.

Dade County Public Schools
 Assisted in the implementation of the MSA system which including the general ledger and
   purchasing modules.

 Miami Dade County Water & Sewer
 Tony has been involved with Miami-Dade County's evaluation, selection and implementation
   of the Customer Information System

City of Miami
    Tony assisted this organization in its payroll conversion efforts


Education and Certifications

Mr. Jackson earned a Bachelor of Science in Accounting from the Florida State University and is
a Certified Public Accountant in the State of Florida. He is a member of the American and
Florida Institutes of Certified Public Accountants.




                                               3
Golash O.A. Adadey, Senior Consultant

Golash O.A. Adadey has agreed to join our firm effective September 1, 2001. Mr. Adadey has
over twenty-one years of experience as both an accountant and a systems consultant. Most
recently, Ms. Adadey was employed as an Oracle consultant and has provided services to the
company’s governmental clients, including the Department of the Navy, the Department of the
Treasury and the Department of Transportation. Mr. Adadey has received extensive training in
Oracle financial systems. With Golash’s extensive experience in implementing Oracle systems
for governmental agencies, we feel that he can play a key role in this implementation.

Oracle Corporation (September 2000 – August 2001)

Dept of Navy, Herndon, VA
    Analyzed client’s business processes by designing high level flows used for client
        interviews.
    Analyzed client’s business requirements and mapped these requirements to Oracle
        business solutions.
    Developed Fit/Gap analysis report to identify gaps needing to be addressed.
    Participated in the Business Requirement Definition and Solution Design for the
        configuration of Oracle Federal Financials.
    Documented potential workarounds for gaps identified in the Solution Design phase.
    Tested various configurations to determine the best solution for the clients needs.
    Participated in meetings to develop security strategies to segregate parts of the clients
        business.
    Determined clients reporting needs and mapped business processes to meet their
        reporting requirements.

Client: Bureau of Public Debt, (Dept of Treasury) Parkersburg, WV
     Functional lead consultant for Accounts Receivable and General Ledger.
     Analyzed client’s business processes in the area of accounts receivable, general ledger,
        external reporting and budget execution. Developed business requirements scenarios
        document for accounts receivable and general ledger.
     Participated in Fit/Gap analysis with client’s accounts receivable and general ledger
        functional lead personnel.
     Provided solution design for general ledger and accounts receivable specific to U.S.
        Federal Financials, release 11i.
     Researched and customized AIM 3.0 Business Requirements (BR100) setup document
        for U.S. Federal Financials accounts receivable, release 11i.
     Researched and customized AIM 3.0 Business Requirements (BR100) setup document
        for U.S. Federal Financials general ledger, release 11i.
     Validated accounts receivable setup steps using Vision demo database, release 11i.
     Worked with client’s functional lead in setting up a general ledger and accounts
        receivable prototype system.
     Provided knowledge and guidance regarding U.S. Federal Financials specific issues for
        accounts receivable and general ledger and budget execution applications.
     Researched and reviewed integrated test scripts to be used by client during user
        acceptance testing.
     Researched and resolved issues surfaced during the design of prototype chart of accounts
        relating to U.S. Federal Financial, release 11i.
                                                4
Golash O.A. Adadey, Senior Consultant (cont.)

Oracle Corporation (September 2000 – August 2001)

U.S. Department of Transportation (FAA) Washington, D.C. and Oklahoma City
    Functional lead consultant for Accounts Receivable.
    Researched and reviewed client’s AIM 2.0, Business Requirement document (BR110) set
       up steps to ensure the completeness and accuracy of the accounts receivable application.
    Provided knowledge and guidance regarding accounts receivable application
       functionality.
    Identified detailed business requirements scenarios specific to Federal Aviation
       Administration
    (FAA). Developed solution design for the accounts receivable application.
    Prepared integrated test scripts for user acceptance testing in general ledger and accounts
       receivable.
    Participated in the Solution Demonstration Lab (SDL) test.
    Reviewed accounts receivable open invoices test plans, open invoices conversion
       program design and accounts receivable customers conversion program design for
       completeness.
    Researched accounts receivable transaction issues.
    Participated in implementation strategy meetings.
    Managed tasks for a specific process, functional, or application area.

Bunyard Enterprise, Inc. (October 1999 – August 2000)

       Involved in the information strategy planning to identify company’s business needs
       Analyzed user requirement to define Chart of Accounts
       Set up a test environment for user feedback on acceptance of Chart of Accounts
       Define Calendar, Currencies, and Chart of Accounts for Set of books
       Involved in the information Study of clients Accounts Receivable processing activity to
        ensure effective design of payment, discount, credit terms, finance charges and to
        develop automatic receipts through Oracle Receivable
       Defined Receivable Collectors and assign them to Customer Credit Profile Classes
       Defined Revenue and Receipt classes for Customers.
       Defined Transaction types (Invoices, Credit memo, Debit memo, and Chargeback)
       Defined Auto cash rule set, Auto Accounting codes and System options
       Defined Payables Quick codes, Banks etc.
       Defined Employees, Employees Expense Report
       Defined Invoice Approval hierarchy, Recurring invoice
       Setting financial system and Profile options require for Payables
       Created custom reports for the generation of invoice, vendor information for a particular
        account segment under a given period.




                                                5
Golash O.A. Adadey, Senior Consultant (cont.)

Datex, Inc. (April 1991 – October 1999)

      Managed the overall operations of the Budget and Accounting Department (G/L, A/P,
       A/R, PR)
      Involved in the information strategy planning to identify company’s business needs.
      Analyzed user requirement to define the Chart of Accounts.
      Installed, implemented, and maintained Deltek financial system.
      Designed financial reports using query writer.
      Provided end users training for the accounting department.
      Reviewed and updated budget and accounting policies and procedures, and maintained
       internal accounting controls.

Deloitte & Touché, (CPAs’ and Management Consulting) (February 1990 – December 1990)

      Designed business solutions and logical workflow processes for clients prior to the
       installation and/or upgrade of financial systems.
      Provided needs analysis, system design, and implementation of the following financial
       systems: Deltek, Real World and Solomon III.
      Analyzed user requirements to define Chart of Accounts, Reports customization, Data
       conversion.
      Assisted end-user with the documentation of functional needs requirements for new
       systems.
      Participated in the planning, development of new and revised financial systems,
       procedures and user testing.
      Developed internal control procedures in the areas of cash control and management and
       budgetary reports.

Technical Management Services, Inc. (November 1988 – February 1990)

      Managed the overall operation of the Budget and Accounting Department.
      Involved in the information strategy planning to identify company’s business needs.
      Responsible for the installation, implementation and maintenance of the integration of the
       financial system.
      Participated in the testing of the financial system
      Reviewed and updated budget and accounting policies and procedures, and maintained
       internal accounting controls.
      Performed end-user procedures documentation and also the final conversion of the new
       system.

Kendrick & Company (February 1985 – November 1988)

      Involved in the information strategy planning to identify company’s business needs.
      Analyzed user requirement to define the Chart of Accounts.
      Responsible for the installation, implementation and maintenance of the integration of the
       financial system.
      Participated in the testing of the financial system
                                                    6
Golash O.A. Adadey, Senior Consultant (cont.)

Potomac Electric Power Company (PEPCO)(April 1984 – November 1985)

      Prepared the annual budget and variance and analysis report for GSA Division
      Supervised the financial administration staff to ensure the financial support of the five (5)
       service departments; and
      Analyzed, monitored, and controlled expenditures for several departments;
      Researched and analyzed financial data as requested

Evaluation Technologies, Inc. (January 1983 – April 1984)

      Supervised the activities of 20 Staff-personnel of System Accountants and Data
       Processing personnel in reconciling AHAS system at Dept. of Housing and Urban
       Development.
      Served as a senior member of project team and liaison between public and government
       auditors.
      Prepared project budget and monitored variances on monthly basis.
      Developed performance schedules and resolved all operational/technical problems.

Computer Data Systems, Inc. (June 1981 – December 1982)

      Participated in the planning, development of new and revised accounting systems
      Developed procedures for internal accounting controls in the areas of cash control
       management and budgetary reports
      Performed special analysis of program operations, to ensure that program funds were
       being expended efficiently and for their authorized purposes

Lucas, Tucker & Company (CPAs’) (June 1979 – May 1981)

      Performed audits of major U.S. oil companies
      Investigated refineries to determine compliance with Federal pricing regulations.
      Assisted in conducting financial and operational audits of major government
       organizations and functional activities.
      Assisted in special examinations, studies and surveys.
      Prepared audit work papers
      Prepare corporate and personnel income tax returns.


Education and Certifications

Oracle University, Bethesda, MD
    Accounts Payable 11i
    General Ledger 11i
    Purchasing 11i
    Fundamentals of Oracle Financials
    Bootcamp
                                                  7
Golash O.A. Adadey, Senior Consultant (cont.)

Education and Certifications (cont.)

Oracle Accounts Receivable (U.S. Federal Financials Bootcamp, Release 11.0.3)

Oracle General ledger (U.S. Federal Financials Bootcamp, Release 11.0.3)

Oracle Purchasing (U.S. Federal Financials Bootcamp, Release 11.0.3)

Oracle Accounts Payable (U.S. Federal Financials Bootcamp, Release 11.0.3)

Oracle Financials Certificate, CoreSoft Training Center, 1999

Graduate Certificate, Information Systems, George Washington University, 1985

B.Sc., Accounting, Benjamin Franklin University, Washington, DC, 1980


Steven T. Godet, Senior Consultant

Steven T. Godet, is a senior consultant in our Consulting & Information Technology Division of
S. Davis & Associates. Steven has been in public accounting and consulting for over thirteen
years and brings a significant amount of relevant experience to the engagement. For the past two
years, Steve has assisted KPMG in the implementation of the PeopleSoft Customer Information
System for Miami Dade Water & Sewer (WASD). Steve is currently assisting WASD with a Cost
of Service and Rate Study, further broadening his knowledge of the client.

We feel that Steve can add value to the process because he is a certified public accountant who
knows WASD and knows governmental accounting and is thoroughly familiar with the current
accounting system and related account structure of the organization. Additionally, we are willing
to supplement Steve’s current skill set with recommended Oracle training prior to the
commencement of the engagement. His experience and relationship, combined with specialized
Oracle training, will be invaluable to the team in its implementation efforts.

S. Davis & Associates, P.A., Senior Consultant (2001 – Present)

Steve recently joined the firm and is currently assisting WASD with a Cost of Service and Rate
Study and the Miami Dade Aviation Department (MDAD) with a Financial Capacity Study.

Sharpton, Brunson & Company, Manager (1998 – 2001)

As a manager with the firm’s Consulting Division, Steve performed audit and other special
purpose consulting engagements for the firm’s largest not-for-profit and governmental audit
clients. Transferred to the Information Technology Practice in 1999 and has worked exclusively
with KPMG Consulting in the implementation of PeopleSoft (CIS) Software at Miami Dade
Water & Sewer Department. Has received PeopleSoft functional training, created functional
specifications and deliverables, performed GAP analysis, assisted with input and update of
control tables, assisted with update to online folio documentation and prepared business process
documentation.
                                                 8
Steven T. Godet, Senior Consultant (cont.)

Deloitte & Touche (1988 - 1997)

Began as Staff Accountant and reached level of Manager. Responsible for the planning, execution
and engagement management for the firm’s audit clients in the Banking, Utility, Hotel, Retail and
Insurance industries. Assisted publicly traded companies with financial reporting. Transferred to
Lloyds of London for three months as a team member of a recovery plan. Participated as a trainer
for partners and managers in the application of the firm’s new computer audit software and
provided instruction for senior and junior staff members.

Coordinated reporting activities with other Deloitte & Touche offices throughout the world for
multinational corporations. Transferred to London to participate in the Deloitte & Touche
Tohmatsu International Strategic Career Development Program reserved for the firm’s top
quartile of high potential seniors and managers

Education and Certifications

Mr. Godet earned a Bachelor of Science in Accounting from the Florida International University
and is a Certified Public Accountant in the State of Georgia. He is a member of the American
Institute of Certified Public Accountants.


COMPENSATION

The hourly rates for the individuals proposed for this engagement are as follows:

       Anthony L. Jackson - $195
       Golash O.A. Adadey - $165
       Steven T. Godet -    $145

However, we understand that this is a fixed price contract and that Oracle will be paid on the
satisfactory completion of deliverables. As such, and in order to receive payment for our services
rendered as close to thirty days of invoice date as possible, we would like to propose that Oracle
and SDA develop a series of monthly deliverables to be completed by SDA’s consultants under
the supervision of the Oracle Project Manager. Upon acceptance of deliverable, SDA would bill
Oracle and receive payment for our services rendered within 30 days of receipt of a correct
invoice.

Furthermore, we also propose that the duration of SDA’s participation will be from the date of
receipt of the Notice to Proceed from Miami-Dade project to “go live” date, which we estimate to
be eighteen months. We also understand that there will be overlap, and this estimate accounts for
that fact.


Finally, assuming 100 hours per annum for Mr. Jackson and 1800 hours per annum for Mr.
Adadey and Mr. Godet, we estimate our fee for our services rendered for this engagement to be
approximately $857,000.

                                                9

								
To top