Services Proposal for:

Request for Proposal

Budget Software –
Oracle Planning and Budgeting Cloud
Service:

Larimer County
200 W. OAK ST., SUITE 4000
FORT COLLINS, COLORADO

Submitted: May 27, 2016

This proposal was prepared by:
Kimberly Champion
InnoFin Solutions LLC
Table of Contents: 300 Spectrum Center Drive
TABLE OF CONTENTS Suite 400
Irvine, CA 92618
(720)252-6539
kim.champion@innofinsolutions.com
SIGNATURE PAGE..................................................................................................................... 3
SECTION 1: FUNCTIONAL AND TECHNICAL REQUIREMENTS (EXHIBIT 1) .......... 4
SECTION 2: GENERAL QUESTIONS ..................................................................................... 9
CONFIDENTIALITY STATEMENT ......................................................................................................................................... 9
COVER LETTER .............................................................................................................................................................. 9
CORPORATE BACKGROUND AND EXPERIENCE .................................................................................................................... 11
PROPOSED SOLUTION ................................................................................................................................................... 12
PROJECT UNDERSTANDING, APPROACH AND SCHEDULE ...................................................................................................... 13
HIGH LEVEL TIMELINE ................................................................................................................................................... 19
TEAM ORGANIZATION, EXPERIENCE AND QUALIFICATIONS ................................................................................................... 20
ISSUE ESCALATION PROCESS .......................................................................................................................................... 23
RESUMES ................................................................................................................................................................... 23
CLIENT CASE STUDIES ................................................................................................................................................... 23
FINANCIAL STATEMENTS ............................................................................................................................................... 24

SECTION 3 – TESTING ............................................................................................................ 25

SECTION 4 – TRAINING AND SUPPORT ............................................................................ 25
ORACLE TRAINING ....................................................................................................................................................... 25
TRAINING APPROACH ................................................................................................................................................... 26
SUPPORT APPROACH .................................................................................................................................................... 26

SECTION 5 – DETAILED RESPONSES TO EXHIBIT 1 .................................................... 27

SECTION 6 – REFERENCES................................................................................................... 27
SECTION 7 – IMPLEMENTATION PLAN ........................................................................... 27
SECTION 8 – COST PROPOSAL ............................................................................................ 29
SOFTWARE COSTS ........................................................................................................................................................ 29
IMPLEMENTATION COSTS .............................................................................................................................................. 29

CLOSING REMARKS............................................................................................................... 30
APPENDIX A: RESUMES ........................................................................................................ 31

2
Signature Page

ADDENDA: The proposer acknowledges the receipt of the following Addenda:

Addendum Number Date of Addendum Date Received

Addendum 1 5/2/2016 5/2/2016

Addendum 2 5/20/2016 5/20/2016

The undersigned certifies that he/she has examined the specifications and instructions to bidders
and has submitted a bid in full compliance and without collusion with any other person,
individual or corporation.

The undersigned further certifies that he/she is or is trying to participate in the “E-Verify”
program, an electronic program provided via U.S. Citizenship and Immigration Services, through
which employers verify the employment eligibility of their employees after hire. Visit the link
below for more information.

http://www.uscis.gov/e-verify

The undersigned certifies that you have verified that you do not employ illegal aliens, and that
you shall not knowingly employ an illegal alien to perform work.

SIGNED: _____________________________________

TITLE: Senior Managing Director

PRINTED NAME: Kimberly Champion
FIRM: InnoFin Solutions
ADDRESS: 300 Spectrum Center Drive, Suite 400
CITY: Irvine STATE: CA ZIP: 92618
DATE: 5/27/2016
TELEPHONE NUMBER: 720.252.6539
EMAIL ADDRESS: kim.champion@innofinsolutions.com

3
Section 1: Functional and Technical Requirements (Exhibit 1)
Exhibit 1 - Functional and Technical Requirements
Place a Y in the appropriate column next to the functionality / feature. Place only one Y per row.

Column F - "Out Of The Box": If a Y is placed in column F this functionality / feature exists in your
current available version of the software. While it may require additional configuration this functionality
/ feature will not result in any additional expense to Larimer county to implement.

Column G - "Custom Development": If a Y is placed in column G this functionality / feature does not
exist in your current available version of the software and will either require additional configuration or
custom software development that will result in additional expense to Larimer Count. That expense is
included in section 8 of your bid and is labeled "Custom Software Development / Configuration to meet
Larimer County Requirements".

Column H - "Future Release": If a Y is placed in column H this functionality will be included in a

future release of you software at no cost to Larimer County. If you select this option you must include the
future date when this functionality / feature will be available to Larimer County.

Column I - "Not Available": If a Y is placed in column I this functionality / feature does not exist in
your current available version of the software and cannot or will not be developed or configured by
vendor.

Column J - "Explanation": This column is provided for any additional explanation that may be needed.
Explan
ation

Custom Development
Out Of The Box

Future Release
1 All-in-One Budgeting System Not Available
a County Budget Process & Colorado Budget Law
.
i. Ability to use different budget methodologies – incremental, Y
performance, zero-based and outcome based.
ii. Must include "phases" used in the County's budgeting process - Y
request, proposed, and adopted. Ability to roll data from one
phase to the next.
iii. Ability to roll data from current-year adopted into next year Y
request phase.
iv. Budget By Funds (Special Revenue (including grants), General, Y
Enterprise, Internal Service, Capital Funds).
v. Must include ability to calculate and report on fund balances, Y
including funds set aside for future purposes based on the
County’s current structure.

4
 vi. Budget by organizational structure and ability to add and use Y
multiple dimensions to each budget item (i.e. programs, strategic
plans) by agency and County-wide.
vii. Ability to change organizational/account structure simply Y
(preferably with "drag and drop" methodology).
viii Expenditures and Revenue budgeting - Create line-item budgets Y
. for any level in the hierarchy of the County’s chart of accounts
(Fund, Division, Department, Organization, Location, Project).

ix. Ability to differentiate between "base budget" request and Y

supplemental "service proposal" requests that are displayed
separately until approved by County Manager.
x. Ability for departments and County Manager to rank service Y
proposals.
xi. Ability for County Manager, CBO or departments to edit based Y
budgets or service proposals.
xii. Ability for base budget totals to be updated instantaneously and Y
seamlessly as changes are made or service proposals are
approved.
xiii Must allow for creation of a “revised current year budget” that Y
. includes changes to the current-year adopted budget.
xiv Interface with Oracle Financial System to instantaneously update Y
. current-year budget revisions.
xv. Ability to create either annual or biennial budgets. Y

b Operating Budget
.
i. Must allow for allocation of costs in internal service funds (IT, Y
facilities, risk management, fringe benefits, fleet, etc.) across all
cost centers based on variables defined by the Central Budget
Office; preferably allow for allocation base on Excel or Access
database link/import.
ii. Must seamlessly import employee/position data from the ADP Y
personnel system, with associated information (anniversary date,
salary range, position title number, etc.) and cost data (salary
tables, social security, wage-based fringe benefits (such as life
insurance), health insurance plan choice, dental insurance plan
choice, etc.)
iii. Must maintain budgeted FTE counts for at least 5 years and for Y
all phases (request, proposed, adopted).
iv. Allow for non-benefit eligible and limited-term positions and Y
easily allocate fringe costs or exempt from fringe cost allocations
as appropriate.
v. Must allow for changes to positions such as FTE amount, Y
allocation between cost centers, salary range, etc.

5
 vi. Must allow for forecasting of range adjustments and anniversary Y
date-based merit increases on any hierarchical level on a what-if
basis.
c Capital Budget
.
i. Must allow for creation of capital project budgets including Y
phases and multi-year budgets.
ii. Must allow for easy updating of future year operating budget Y
impacts within the operating budget module.
iii.
Must allow for inputting of future Five Year Capital Y
Improvement Program projects for forecasting and future-year
budgeting.
d Forecasting
.
i. “What-if” scenario analysis on at least a fund-level basis that Y
projects budget or prior-year actual data based on either broad
assumptions or specific policy/program changes.
ii. Forecasting – short and long term Y

2 Data Interface
a Manual entry of budget details by Central Budget Office and County Y
. agency staff
b ADP Personnel System, Oracle ERP System, and SAP
.
i. ADP Personnel System, Oracle ERP System, and SAP
1 Ability to schedule and manually run process to interface Y
data between systems
2 Eliminate spreadsheet and database download/upload needed Y
to create interface data
ii. Cloud Service enterprise system – future Personnel and ERP Y
systems
c Import/Export select data to/from Microsoft Office products Y
.

3 Reporting and Analytics

a Ability to easily categorize revenue and expenditure accounts into Y
. editable categories (personnel, taxes, intergovernmental revenues, etc.)
in multiple hierarchical levels based on the County's chart of accounts.

b Ability to query any data within the system. Y

.
c Compatible with Microsoft Office products for exporting to various Y
. formats.
d Central Budget Office and Agency users can create and maintain Y
. reports – no vendor support or Technology Services involvement
needed.
e Internal dashboard and analytics. Y

6
 .
f Audit logs of data entry and changes in the system including who and Y
. when changes occurred.
g Must provide for creation of ad-hoc reports based on the user’s needs. Y
. Reports should be able to display any piece of data (position, FTE
count, expenditure or revenue line item, etc.) sorted by any hierarchical
level (countywide, fund, division, department, etc.), for at least a five-
year period.
h Reports must be able to be generated by Central Budget Office or Y
. departmental staff in a user-friendly, easy-to-understand manner that
does not require extensive coding, database management, etc.
i Reports must be able to be exported or copied into budget narrative Y
. documents.
j Ability to easily see net property tax status by hierarchical level (i.e. Y
. sum of expenditures minus revenues in a division, department,
organization, program).
k In accordance with Colorado local government budget law, the system Y
. must create reports that include prior year actuals, current-year adopted,
current-year revised, and next year’s requested/proposed/adopted
budgets.

4 Usability (ease of use)

a Job Aids delivered by vendor Y
.
b Online self-help available Y
.
c Intuitive user interface– Typical agency use is limited to once per year Y
. for data entry

5 Configurability
a Ability to make changes to rules without needing Larimer County Y
. Technology Services or Vendor involvement

6 Generation of budget book

a Produces (in total or in part) a final, publishable and editable budget Y
. book that will be used for BOCC and public information in a format
compatible with Microsoft Office Suite of products and Adobe Acrobat.
b Ability to incorporate narrative within the system to be used to create Y
. the budget book (i.e. agency description, program information, budget
explanation)
c Produces or exports tables containing budget and FTE data compatible Y
. with Colorado Budget law and Government Finance Officers'
Association best practices.

7 Performance Management

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a While this functionality is not required for this project, we would like Y
. the budgeting software to include or integrate with a partner solution to
deliver Performance Management.
b If a performance management functionality is included, the ability to at Y
. least create performance measures and apply them to program areas
within the budget hierarchy.

0 0 0 0

8
Section 2: General Questions
Confidentiality Statement
This proposal contains confidential information and methods proprietary to InnoFin Solutions
LLC. The information contained in this proposal is to be used solely for evaluating the
qualifications of InnoFin Solutions LLC to provide consulting services to Larimer County. This
information may not be disclosed to third parties, duplicated or presented without prior written
approval from InnoFin Solutions LLC.

Cover Letter

InnoFin Solutions LLC (“InnoFin”) hereby submits to Larimer County (the “County”) this
proposal for consulting services to implement Oracle’s Enterprise Performance Management
software. Included in this proposal are the relevant details regarding scope, approach, timeline,
and cost estimates.

The goal of this project is to implement Oracle’s Planning and Budgeting Cloud Service
(“PBCS”) software for Operating, Capital Improvement, and Position Planning activities of the
County. The scope of this project is to gather requirements, design, develop, test, deploy, and
support the new Oracle PBCS environment.

This proposal is based on the combined experience of InnoFin Solutions staff in completing
hundreds of implementations and our understanding gained through the RFP document provided
by the County. Changes in the assumptions included in this proposal may impact the cost, effort,
and timeline for this project.

InnoFin appreciates the opportunity to deliver a proposal and believes it is uniquely qualified to
help the County in the implementation of these business critical applications.

InnoFin Solutions was founded as a company bringing together some of the best resources in the
Hyperion marketplace with a unique focus on public sector customers. Our combination of
experience across hundreds of State and Local customers, our connections with Oracle product
management and technical savvy with the Hyperion products make us the best team to ensure
success on this critical project for the County. We invite you to speak candidly with our
customers such as Lexington Fayette Urban County Government where the first successful
county-wide PBCS application has been delivered to rave reviews by the budget staff and
department users. We have the most public sector customers with successful Oracle PBCS
solutions encompassing needs from personnel planning to mid-year forecasting.

As demonstrated by our completed project with Lexington Fayette Urban County Government
and our ongoing projects with the City of Oakland and the City of Raleigh delivering the Oracle
PBCS technology, we have the track record to deliver a Government specific PBCS application
that is unmatched by any other consulting organization. We create solutions that are easy to use,
but allow for powerful central modeling.

9
We also have a robust presence in Colorado with multiple public sector experienced resources
residing within driving distance of the County and even some Colorado State graduates. We
intend to utilize our Denver based Center of Excellence to provide onshore resourcing that will
maximize the value of the project to the County, while minimizing the costs.

Our organization size ensures that the Larimer County PBCS project will be an important project
in our portfolio and the County will get the attention it needs from our Hyperion public sector
experts.

Pricing for the proposal will remain in effect for 90 days from the proposal delivery date. We
request that Larimer County keep the sections of our proposal related to our references and
project approach confidential.

Please direct all questions on this proposal to Kim Champion at:

kim.champion@innofinsolutions.com
720.252.6539 (cell)

We look forward to this exciting project with Larimer County and are confident in our abilities to
deliver a successful solution that meets the outlined requirements and objectives.

Regards,
Kim Champion
Senior Managing Director, Public Sector
InnoFin Solutions, LLC

10
Corporate Background and Experience
InnoFin Solutions LLC is a full-service consulting partner focused on the implementation of
Oracle’s Enterprise Performance Management and Business Intelligence solutions. Our
experienced management team averages 15+ years experience with the Oracle Hyperion set of
products and 20+ years of functional expertise with hundreds of successful projects. We bring
outstanding technical skills and business knowledge to implement the best combination of
process and technology to support the unique needs of each of our clients. Our team of
experienced consultants brings deep industry knowledge, process analysis and technology savvy
to create easy to use solutions for every customer.

We believe that InnoFin is uniquely qualified to implement a solution for the County based on
the following:
• Strategic Partnership with Oracle: Our partnership
with Oracle allows us access to key Oracle product
management and development team resources to ensure
project success. Our Oracle Gold Partner status facilitates our interactions at the highest
levels of Oracle to help our customers gain the best value from their technology
solutions. Our deep relationships and ongoing interaction with Oracle allows us to
accelerate time to value for our clients.
• Functional Expertise: Organizations that deploy Oracle’s leading software solutions aim
to enable faster cycle times and get a better understanding of their data to enhance
decision-making. Understanding the business process and unique challenges of public
sector organizations allows us to understand the County’s business requirements quickly
& allows us to provide best practices and different perspectives to enhance your solution.
• Technical Expertise: Our team members have deployed hundreds of solutions to clients
in various industries, including Public Sector organizations like the County. One of our
team members is a Certified Design Lead on Hyperion Planning, which is a rare
designation achieved by few individuals. Our experience allows us to help our customers
avoid technical issues and ensure a solid technical design foundation.
• Integration Expertise: Our team also has deep expertise in data integration using
Oracle’s Financial Data Quality Management and Oracle Data Integrator software
solutions. Our team has architected and delivered metadata and data integration solutions
with Oracle’s EBS to achieve maximum data integrity, traceability, & automation.
• Internal Collaboration: Our consultants collaborate with both the vendor and internally
to leverage the best of our combined experience on your engagement. With
implementations delivered in a variety of industries, organizations, and businesses, we
have solved most problems in the past.
• Client Collaboration: InnoFin places a high value on collaboration with our clients
throughout the engagement, from requirements to design to testing, training, knowledge
transfer and support. Client involvement throughout the deployment is important to drive
ownership and ensure the highest level of return on investment. InnoFin wants to ensure
that the County team is fully knowledgeable about the software and how to support and
maintain it in the future.

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Proposed Solution
The InnoFin team is recommending that Larimer County consider Oracle Hyperion Planning and
Budgeting Cloud Service (PBCS) to meet the County’s stated needs.

Oracle Planning & Budgeting Cloud Service

Highlights

Oracle Planning and Budgeting Cloud Service is a flexible planning application based on Oracle
Hyperion Planning that supports enterprise wide planning, budgeting, and forecasting in a cloud-
based deployment model. Oracle Planning and Budgeting Cloud Service provides a rich Web
and Microsoft Office enabled planning and modeling framework that supports driver based
planning to help connect operational assumptions to financial outcomes. It supports a
hierarchical planning process that encompasses both the budget office and department users.
With Oracle Planning and Budgeting Cloud Service, you can meet your immediate financial
planning, budgeting and forecasting needs while enabling a platform for future cross-functional
expansion and automated process integration.
• Multi-dimensional / multi user planning with a powerful business rules engine
• Flexible workflow and plan management capabilities
• Comprehensive Microsoft Office integration
• Easy to use Web interface
• Seamless creation of reports and dashboards
• Proven and scalable architecture
• Robust integration with ERP systems and other sources
• Full set of administrative tools for application management
• Cloud-based deployment model with subscription-based pricing

Value Proposition

• Drives collaborative, event-based operational planning processes throughout the

organization for a wide range of financial and operational needs
• Enables a complete and closed-loop planning process that drives continuous business
improvement
• Facilitates collaboration, communication, and control across multidivisional global
enterprises
• Provides a framework for perpetual planning, with attention to managing volatility and
frequent planning cycles
• Provides ease of use and deployment through the web, tablet, or Oracle Smart View for
Office
• Lowers the total cost of ownership through a shorter roll-out and implementation phase
and easier application maintenance
• Enhances decision-making with reporting, analysis, and planning
• Promotes modeling by including complex business rules and allocations

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Additional information on the PBCS solution can be found at:
http://www.oracle.com/us/solutions/cloud/planning-budgeting/overview/index.html

Project Understanding, Approach and Schedule

This project is intended to implement Oracle’s Planning and Budgeting Cloud software (PBCS)
for the County, including the Operating Budget, Capital Improvement Program, and Position
Planning. InnoFin is recommending a strategy that will minimize risk and simultaneously allow
the project team to focus on meeting project timeline and budget goals. The following Oracle
software components are expected to be deployed as part of this effort and are included in the
PBCS licenses:
• Oracle Planning and Budgeting Cloud Service
• Hyperion Financial Reporting Studio
• Data Integration
• Hyperion Shared Services & Life Cycle Management
• Hyperion Calculation Manager
• Hyperion Smart View

Typical high level objectives for PBCS projects we’ve completed at other similar public sector
organizations are as follows:
• Streamlined budgeting process across multiple departments within the County, including
development of the annual Operating Budget, five-year Capital Improvement Program,
and Position Planning.
• Robust budget and position reporting and analytics including actuals from EBS
Financials.
• Interfaces with ADP Personnel System to streamline position planning and reporting.
• Robust form creation and distribution for efficient data collection.
• Decision packages used for budgeting scenarios outside the base budget process.
• Flexibility to adapt to changes in the budget process and information needs.
• Facilitation of Budget Book development and publishing.

Our understanding is that the high level scope for this project is to implement Oracle’s Planning
and Budgeting Cloud Service to replace the current Legacy System. The following planning
models are in-scope:
o Operating Budget – to facilitate fund-level planning and consolidated reporting.
o Capital Improvement Program – to facilitate planning of the capital investment
projects and programs for the County.
o Position Planning – to facilitate planning of salaries and other compensation
related elements by position.

Out-of-Scope
• Complex data mapping
• Performance based budgeting
• Extended Post-Production Support
• Disaster recovery testing

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Team Organization, Experience and Qualifications
InnoFin proposes a joint team of Consulting and County resources to ensure a successful project.
A cohesive team with well-defined roles allows for alignment, collaboration and knowledge
transfer. Key Larimer County resources will be active participants for the duration of the project
and a wider group of subject matter experts will be leveraged to provide insight into current
processes, proposed changes and feedback during project milestones and testing.

The table below outlines the roles provided by InnoFin resources. We have also included
resumes as an appendix to this document.

Project Role Project Responsibilities % Onsite Time

Solution Architect Provide public sector Hyperion expertise 10%

Ensure completion of deliverables
Provide best practice guidance to project
team
Architect solution based upon requirements
Project Lead Facilitate Solution Requirements and Design 10%
Meetings
Assist to architect solution based upon
requirements
Provide technical oversight
Ensure completion of project deliverables
Provide status reporting, document issues and
risks
Ensure completion of project deliverables
Facilitate change management end user
communication
Planning Configure solution to meet requirements 0%
Developer(s) including forms, calculations, metadata
hierarchies, smartlists, menus, etc.
Develop reports and application security
Document application and provide
knowledge transfer
Configure data integration and data mapping
Develop metadata integration
Document integration and provide knowledge
transfer

20
The table below outlines the expected resources and level of participation from Larimer County.

Client Resource Engagement Participation Requirements

Level

Executive Sponsor • Provide executive leadership

• 8 hours over project Oversight • Assist with decisions
Role

Project Sponsor Oversight • Attend weekly status meetings

• .1 FTE Role • Navigate organization to assist with
decisions and resistance to change
Project Manager Oversight • Serve as key contact for all team
• .5 FTE Role members
• Schedule resources and meetings
• Facilitate communication
• Communicate project status
Functional SMEs Moderate • Participate in requirements/ design
• .15 - .25 FTE Engagement meetings
• Participate in application testing
cycles
• Participate in end-user training
Power Users Heavy • Participate in all project meetings
• .25 - .5 FTE Engagement • Assist with developing reports
• Perform testing
• Participate in Training Delivery
• Participate in Knowledge Transfer
IT Personnel Moderate • Provide data files
• .25 FTE Engagement • Troubleshoot data integration issues
• Participate in Knowledge Transfer

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Estimating Assumptions

InnoFin has used the following estimating assumptions in the preparation of our estimate.
Changes to these estimating assumptions could impact timeline, resources, and cost.

Area Estimating Assumptions Comments

Business Processes • Budgeting
• Monthly Actuals Reporting
Models • Operating Budget
• Capital Improvement Program
• Position Planning
Interfaces • Oracle ERP Financials • 2 years (current year
• ADP Personnel plus prior year) for
financial data only
Conversions • 1 year historical budget uploaded at GL • Historical Human
summarized level (by GL account, cost Capital and Capital
center, etc.) project data will not be
converted
Training • Reports Training (2-4 hours) • Up to 100 users will be
• Web-based end-user training (2-4 hours) trained via a train the
• Smart View / Excel training (2-4 hours) trainer approach
• Two (2) days of knowledge transfer
sessions with client administrators
Application Artifacts • 2 Environments (Test and Production)
• 1 Application with 3 BSO plan types and
1 ASO plan type
• 30 Reports in total delivered via HFR
and Smart View
• up to 20 Forms for Line Item and Capital
• up to 50 forms for Personnel Plan
• 3-4 Task Lists
• Security for up to 100 users

General Assumptions
§ Data from Oracle ERP and ADP Personnel will be integrated via the flat files
§ Metadata from Oracle ERP will be integrated via flat files
§ Line Item cube within the application will be configured to mirror the dimensions from
Larimer County’s Oracle ERP GL
§ Larimer County resources will be responsible for validating historical data and
investigating any differences in Larimer County source systems or reports.
§ Larimer County will define power users(s) for Hyperion Planning at the start of the
project. The power users(s) will participate in the project in all stages and will be the
focal point for power user knowledge transfer
§ At the conclusion of requirements and design, the project timeline and costs may be
revisited based upon more detailed information

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Section 3 – Testing
Our testing approach centers around a strategy of multiple checkpoints early and often in the
project. It is much easier to correct course early on and so we build in multiple feedback points
from our customers as a core tenant of our project methodology.

Unit Testing – Unit testing happens throughout the development cycles to ensure single pieces
of functionality work as expected and that calculations deliver the expected results.

Conference Room Pilot 1 – We use these sessions to review the application build with various
stakeholders to ensure we are on the right track with building out functionality to support the
defined requirements. These sessions are typically held over a one week time period and involve
demonstration of application functionality. It’s a good idea to bring in multiple types of users to
these sessions so that we are getting appropriate feedback from all impacted areas.

Conference Room Pilot 2 – In these sessions, we aim to have about 80% of the application
functionality developed so that users can start to see what the end-to-end process will look like
within the application. We develop scripts for users to execute to start some training as well in
this phase. We develop sessions to support each business process with the appropriate user
groups for each.

User Acceptance Testing – Formal testing sessions are held to gain final user acceptance of the
system. Scripts are developed for each functional area and the users invited to participate
undergo navigation training as well, to ensure they can successfully complete their scripts.
Topics are set up to mimic the final processes for the customer to test both the system and train
users on the process steps.

System Integration Testing – Technical testing of the data flow both in and out of the final
system is critical to ensure the process is well understood and that all data formats and values are
correct and repeatable.

Section 4 – Training and Support

Oracle Training
Oracle Planning and Budgeting Cloud Service (PBCS) incorporates a number of cloud-specific
features to make it extremely easy to get users up and running with virtually zero training
needed. These include a large amount of online help and tutorials, as well as best practice
templates and guides. Guided application navigation capabilities take a new user through the
whole process of building an application.

25
Training Approach
Training and Knowledge Transfer are critical to a successful implementation. To ensure a
successful transition from current systems and processes to the Hyperion solution, InnoFin
recommends a holistic approach to client project involvement across the following areas:
• Project Team Training: this training occurs during the Discovery and Design
milestones of the project, and allows the project team to become thoroughly familiar with
the Oracle Hyperion software solution, its components, and its capabilities. InnoFin
delivers this training using our demonstration environment containing example
applications and artifacts. It also allows project team members to ask questions,
understand software vocabulary, and understand key features.
• Conference Room Pilot Participation: during the development milestone two
conference room pilots will take place. InnoFin believes participation in these
conference room pilots is important to allow early previews of application features and
functionality. The feedback in these sessions allows end-users to further understand
software features and capabilities.
• End-User Training: InnoFin will prepare custom training materials using a combination
of Microsoft Word and PowerPoint. InnoFin will deliver a customized training session to
client trainers using a “train-the-trainer” approach.

Support Approach
InnoFin recommends that Larimer County considers utilizing our support offering post-go live.
For a minimal monthly cost, the County can rest assured that any technical issues with the
system will be resolved by a knowledgeable support resource. This will allow the County to
keep the business users focused on utilizing the system and not also having the burden of
learning to manage the application. We have found that by utilizing an outsourced
administration offering, the County will be much better enabled to use the application to the
highest capacity and allow for growth and change with the platform over time. The Oracle
PBCS platform includes monthly feature/function updates and InnoFin will always be up to date
on how these new items could be used to benefit the County.

We offer two different support options to select from with the ability to modify the fixed fee
approach for additional hours, for an increase in costs. With the ability to bank hours, the
County can ensure they have adequate coverage for the high usage periods. We require a one-
year support commitment with the option to renew in one year increments.

Hourly Basis as Needed Monthly Fee

• Hourly rate defined for resource to
assist as needed
• Work is done at customer direction
• Response time may vary depending on
consultant availability
• Requests managed via email
$150/Hour
• Monthly Fixed Fee for bucket of 40
hours
• Work is managed by InnoFin to agreed
service levels
• Up to 20 hours per month can be
banked up to 80 hours in total
• Additional hours over 40 are billed at
$150/hr
$1,250/Month

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Week Ending 4-Mar 11-Mar 18-Mar 25-Mar 1-Apr 8-Apr 15-Apr 22-Apr 29-Apr 6-May 13-May 20-May 27-May 3-Jun 10-Jun 17-Jun 24-Jun 1-Jul 8-Jul 15-Jul

Timeline Wk 1 Wk 2 Wk 3 Wk 4 Wk 5 Wk 6 Wk 7 Wk 8 Wk 9 Wk 10 Wk 11 Wk 12 Wk 13 Wk 14 Wk 15 Wk 16 Wk 17 Wk 18 Wk19 Wk20

Review Requirements

Application Design

Project Team Training

Application Build Cycle 1 to CRP #1

Application Setup & Dimension Review

Application Build Cycle to CRP1 CRP1

Application Build Cycle to CRP2 CRP2

Final Build & Security Configuration

System Integration Testing

Test Script Development

Conduct UAT UAT UAT

Issue Resolution

Application Build Cycle 1 to CRP #1

End-User Training
Documentation & Final Knowledge
Transfer

Prod Application Migration and Go Live Go Live

Activate Support

We will develop a detailed project plan at the conclusion of the requirements sessions and will
coordinate with County resources to determine appropriate weeks for the major milestones of the
project.

28
Section 8 – Cost Proposal
Software Costs
InnoFin Solutions is currently not set up to resell the Oracle PBCS licenses, so we cannot
provide a firm price on the software at this time. In general, the Oracle Planning and Budgeting
Cloud Service (PBCS) solution is licensed on a per user, per month basis. The list price for
software is $120/per user, per month. Discounted rates are available for public sector customers.
Contact your Oracle representative for additional information.

Implementation Costs
Based on the scope and assumptions included in this proposal and our team’s experience with
similar implementations, we have prepared the following cost proposal The table below provides
an estimate of professional fees which include consultant travel expenses for the onsite weeks for
Requirements gathering, CRP testing, UAT and Training. Costs are on a time and materials
basis and this is not a fixed fee proposal.

Consultant Rates and Estimated Fees

Position Total Hours Hourly Rate Total Cost

Solution Architect 280 $220* $ 61,600

Project Lead 640 $205* $ 131,200

Planning Consultant 800 $145 $ 116,000

Consultant – Data Integration/ 720 $120 $ 86,400

Reports
2,440 $ 395,200
Total
* Travel, meals, and living expenses for all InnoFin personnel are included in the hourly rates for
resources that will be onsite.

Consultant Hours and Fees by Phase

Estimated Hours Estimated Costs

Discovery 280 $50,400
Design 280 $46,400
Build 780 $121,600
Test 700 $111,600
Deploy 280 $46,400
Maintain 120 $18,800
Totals 2440 $395,200

29
Closing Remarks
We appreciate the opportunity to deliver our proposal for consulting services to the County for
this important initiative and we believe we are the most qualified partner to help achieve County
goals & objectives for this implementation. We have provided our proposal and cost estimate
based on our current understanding of your objectives and our experience with similar projects.
We welcome further meetings and discussions to refine details.

30
Appendix A: Resumes

31

Key Skills
•! Financial Planning and
Budgeting
•! Financial Close and
Consolidation
•! Public Sector
Education
Bachelor of Business
Administration with a
concentration in Finance and
Information Systems, University
of Colorado at Boulder
Oracle Product Knowledge
Oracle Hyperion Planning Suite
Supports planning, budgeting and
forecasting using desktop, mobile, and
MS Office Interfaces. Also available
for Cloud (PBCS)
Oracle FDMEE
Integrates data and metadata from an
ERP source system
Hyperion Financial Management
Web based application that delivers
global consolidation & reporting.
Financial Close Management
Centralizes activities that make up the
financial close process
Supplemental Data Manager
Collects additional financial detail
required for annual reporting
processes
Contact Us
http://www.innofinsolutions.com
info@innofinsolutions.com
Kim Champion
300 Spectrum Center Drive, Suite 400, Irvine, California 92618
Biography
Ms.$Champion$is$the$senior$managing$director$of$our$public$sector$
practice.$$With$12+$years$of$Hyperion$experience$and$8+$years$in$public$
sector$she$is$a$recognized$expert$in$this$space.$She$helped$launch$the$
Hyperion$Planning$Public$Sector$Planning$and$Budgeting$product$
within$Oracle$and$participated$in$hundreds$of$demos$and$projects$
across$KG12,$State,$County$and$City$government$and$other$public$sector$
organizations.$
Ms.$Champion$has$extensive$experience$working$with$clients$on$
turning$their$functional$process$needs$into$user$friendly$solutions$with$
the$Hyperion$toolset.$$She$began$her$career$at$Accenture$as$a$process$
analyst$and$has$never$lost$sight$of$the$importance$of$the$end$user$
experience$when$interacting$with$technology$to$facilitate$business$
processes.$
Some$highlights$from$her$consulting$project$experiences$include:$
•! Designing$and$deploying$a$Hyperion$Planning$and$Budgeting$Cloud$
Service$(PBCS)$application$for$a$City$and$County$combined$
government$for$Personnel,$Operating$and$Capital$planning$
•! Designing$and$deploying$a$Hyperion$Public$Sector$Planning$and$
Budgeting$solution$for$a$large$school$district$with$over$60,000$
positions$and$1500$users.$
•! Delivering$a$statewide$solution$to$support$the$annual$reporting$
(CAFR)$process$and$to$collect$and$report$on$Federal$award$dollars$
(Single$Audit)$
•! Migrating$an$on$premise$Hyperion$application$to$a$Cloud$(PBCS)$
environment$and$providing$knowledge$transfer$on$new$features$and$
functions$
•! Managing$worldwide$HFM$rollouts$for$customers$in$various$industries$
including:$retail,$mining,$defense$contracting,$oil$and$gas$and$
electronics$
$

Key Skills
• Financial Planning and
Budgeting
• Data Integration
Education
Bachelor of Business
Administration with a
concentration in Accounting,
California State University
Fullerton
Certifications
Hyperion Planning 3.5
Hyperion Essbase 7.0
Oracle Planning and Budgeting
Cloud Service (PBCS)
Oracle Product Knowledge
Hyperion Planning
Web based application that delivers
global consolidation & reporting.
Hyperion Essbase
OLAP database for reporting &
analysis designed for business
users.
FDMEE
Integrates data and metadata from
an ERP source system
Oracle Data Integrator (ODI)
Data integration from any source to
any target.
Contact Us
http://www.innofinsolutions.com
info@innofinsolutions.com
Scott Williams
300 Spectrum Center Drive, Suite 400, Irvine, California 92618
Biography
Mr.$Williams$has$over$14+$years$of$experience$implementing$and$
managing$financial$systems.$Experience$with$the$Oracle$EPM$toolset$
includes$Planning,$Essbase,$Essbase$Studio,$ODI,$FDMEE$and$Financial$
Reporting$Studio.$He$is$a$certified$Hyperion$Professional.$His$consulting$
experience$includes$requirements$gathering,$implementation,$
deployment,$training,$and$project$management.$$$
Mr.$Williams$started$his$professional$career$in$accounting$and$finance$
working$as$an$analyst.$$He$then$moved$to$I.T.$to$support$finance$
organization$where$he$excelled$at$system$design,$development$and$
deployment.$$Given$his$functional$expertise$and$experience$he$never$lost$
sight$of$the$importance$of$endNuser$experience.$$His$delivery$of$quality,$
user$friendly$and$relevant$solutions$drives$high$client$satisfaction.$
Mr.$Williams’s$experience$with$Oracle$‘s$Hyperion$Planning$spans$version$
3.5$through$the$most$recent$version$11.1.2.4,$and$includes$experience$
and$deep$understanding$of$each$of$the$available$preNconfigured$
modules:$workforce$planning,$capex$planning$and$public$sector$planning$
&$budgeting.$
Mr.$Williams$is$active$in$the$Oracle$EPM$Community.$$He$has$spoken$at$
conferences$such$as$Collaborate.$$He$owns$an$active$blog$(EPM4All.com),$
which$provides$tips$and$solutions$to$the$EPM$community.$$He$is$engaged$
with$Oracle$EPM$product$development$and$has$provided$relevant$
feedback$and$materials$used$by$Oracle.$
Mr.$Williams$has$delivered$many$Hyperion$Planning$implementations,$
since$starting$his$consulting$career$in$2005.$$His$depth$of$exposure$to$the$
different$versions$and$preNconfigured$modules$give$him$a$level$of$
expertise$and$knowledge$that$allow$him$to$strategically$and$confidently$
address$business$problems$with$with$Oracle$EPM$toolset.$

Key Skills
•! Financial Planning and
Budgeting
•! Financial Reporting and Analysis Oracle$EPM$suite,$as$well$as$process$management$and$data$
•! Accounting and Tax
Certifications
•! Oracle Hyperion Planning 11
Certified Implementation
Specialist
•! Oracle Planning and Budgeting
2015 Cloud Service Specialist
Education
•! Master of Taxation, University
of Denver Sturm College of Law
•! Bachelor of Science in Business
Administration with a
concentration in Accounting,
John Carroll University
Oracle Product Knowledge
Oracle Hyperion Planning
Oracle Hyperion Financial
Reporting
Oracle Essbase
Contact Us
http://www.innofinsolutions.com
info@innofinsolutions.com
Kate Spencer
300 Spectrum Center Drive, Suite 400, Irvine, California 92618
Biography
Ms.$Spencer$is$a$consultant$in$the$Management$Consulting$practice.$$
Her$focus$is$on$the$design,$development,$and$implementation$of$the$
integration.$$$
Ms.$Spencer’s$career$has$been$devoted$to$developing$intuitive$and$
accessible$solutions$for$finance$and$accounting$departments.$She$has$
functional$experience$with$the$budgeting,$forecasting,$and$planning$
processes$that$facilitate$the$creation$of$powerful$Hyperion$solutions.$$
Drawing$on$her$experience$working$with$both$public$and$private$
entities,$she$understands$the$importance$of$using$technology$to$
provide$robust$financial$planning,$reporting$and$management$analysis.$
Some$highlights$from$her$project$experiences$include:$
•! Designing$and$implementing$a$Hyperion$Planning$and$Budgeting$
solution$for$an$Aerospace$&$Defense$company$with$200+$government$
contracts$and$strict$reporting$requirements$
•! Supporting$the$build$of$3$Hyperion$Planning$and$Budgeting$Cloud$
Service$applications$$$
•! Creating$an$automated$Balance$Sheet$and$Cash$Flow$solution$with$
monthly$forecasting$abilities$for$a$company$that$previously$only$
budgeted$annually$using$spreadsheets$
•! Strengthening$accounting$processes$and$documentation$practices,$
including$shortening$the$close$cycle,$to$assist$with$a$successful$IPO$for$
a$company$with$$600$million$market$cap$$
$

Key Skills
• Financial Planning and
Budgeting
• Data Analysis
Education
Bachelor of Business
Administration with a
concentration in Corporate
Finance, Colorado State University
Oracle Product Knowledge
Oracle Hyperion Planning Suite
Supports planning, budgeting and
forecasting using desktop, mobile, and
MS Office Interfaces. Also available
for Cloud (PBCS)
Contact Us
http://www.innofinsolutions.com
info@innofinsolutions.com
Mallory Hoots
300 Spectrum Center Drive, Suite 400, Irvine, California 92618
Biography
Ms. Hoots is an analyst in the Hyperion Planning Practice at InnoFin
Solutions. She has a finance degree from Colorado State University
with a concentration in corporate finance.
Ms. Hoots has experience working on data analysis projects and
crafting technology solutions to load data into Hyperion Planning.
Some highlights from her consulting project experiences include:
• Documenting requirements and design for a Hyperion Planning and
Budgeting Cloud Service (PBCS) application for a City
• Building PBCS objects for metadata, forms, reports, smartlists and
data integration
• Creating calculations to add defaults based upon job class,
representation unit, etc.
• Development of Line Item forms to show expenses by specified group
of accounts
• Creation of revenue and expense input forms
• Creation of budget request forms
• Creation of alternative revenue and expense account hierarchies to
facilitate 5 year forecast process