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City of Santa Ana RFP 17-072 1 Statement of Qualifications (Revised 11/9/17) 1111111111111JORM MWAIIN Engagement partner— Phil Searle Phil Searle will serve as engagement partner and principal executive. The Engagement Partner is responsible for the overall project and client relationship. He will support the Chazey Team as needed and will act as the key interface with the Agency senior leadership, providing leadership, domain expertise, oversight and guidance to the Project on a part-time basis. The Engagement Partner will perform the quality assurance review process to the Project, and would normally be on the Project Steering Committee, helping to ensure effective project governance. Mr. Searle brings over 26 years of experience in business transformation, support services, Shared Services, and technology. He is an expert in Finance transformation, establishment of Centers of both Excellence and Expertise, and is uniquely qualified to serve as Engagement Partner on this project. Phil was Granted 01 Visa status by the US government in 2005, which then resulted in Phil gaining accelerated Green Card status in 2009 through the EBI Extraordinary Ability Green Card program. The 01 then EB1 "Extraordinary Ability" classification is a type of employment visa that grants permanent residence status under United States immigration law, applying to "aliens who have extraordinary ability in the sciences, arts, education, business, or athletics which has been demonstrated by sustained national or international acclaim". The EB1 was granted by the US Federal government in recognition of Phil's unique expertise in Shared Services and Outsourcing. Phil is now a US citizen. Phil was also issued with a C10 Visa by the Canadian Federal Government in 2009. This has been renewed annually since 2011. This visa is only granted where there is "Significant Benefit to Canada [R205(a) CEC C10]. To use this exemption, the benefits to Canada must be obvious. The exemption is intended to address those situations where the social, cultural or economic benefits to Canada of issuing a work permit are so clear and compelling that the Importance of HRSDC Confirmation can be overcome. Phil was named Shared Services and Outsourcing Thought Leader or the Year at Shared Services and Outsourcing Week in Budapest, May 2009. Senior Project Manager -- Craig Ackerman Craig Ackerman will serve as Senior Project Manager. Craig will act as the "project manager/principal agent" and will be the primary contact person to represent Chazey Partners. He will be the person to conduct the presentation, if we are Invited for a second interview. The project manager role includes bath functional and technical project management responsibilities, The functional aspect of the role Includes bringing functional and subject matter experience, knowledge of leading practices, and strength in Chazey's methodology to drive projects to successful conclusion. The technical aspect of the project management role is focused on managing people, interactions, and the detailed project management plan to ensure that the overall project stays on track and meets its objectives. This role will do many of the presentations, including updates on progress, assumptions and deliverables. The project manager is also responsible for raising concerns, addressing roadblocks, managing timelines and budgets, and dealing with any necessary escalations. Craig has over 25 years of experience in business leadership, transformation and shared services Implementations. He is an accomplished C -level partner with multiple successes In rapidly assessing organizational leadership capabilities, team effectiveness and key processes to define or optimize corporate structure, enhance service quality, and achieve strategic savings, He has managed and led in diverse roles, including operations, finance and accounting, human resources, information technology, and sales. Craig has an MBA from Boston University and a BSc degree in Computer Science from the United States Military Academy at West Point. Subject Matter Expert-- Robert Towle Robert Towle has been assigned as Subject Matter Expert (SME). Robert would be the associate -in - charge if the Engagement Partner and Senior Project Manager were not available. The SME role is a key advisor for the production of deliverables. This role helps to synthesize the results of assessments, interviews and analyses into actionable recommendations for current and future operational Chazey Partners Revised per email communication request 10/31/17 20A-56