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City of Santa Ana RFP 17-072 1 Statement of Qualifications (Revised 11/9/17) • 0 Shared Services Center Assessment- In 2013-14, performed a six-week review of the first eighteen months of the multifunctional SSC's operation, in recognition that performance was sub -optimal to the original business case. In carrying out this review we focused on the strengths, weaknesses, issues and opportunities associated with the deployment of Shared Services at UC Davis and the operation of the SSC Itself. o Optimize HR Implementation - December 2015 to August 2017, provided an Interim Chief Human Resources Officer to provide day-to-day oversight to the University's HR function, and separately provided a team to conduct an Assessment and Implementation of HR recommendations. The Assessment and Implementation included an evaluation of the health of the UC Davis HR organization, analysis of stakeholder perspectives on previously completed recommendations/implementation, providing business segment recommendations, evaluating the efficiency and effectiveness of HR services and structure, and assisting with implementation of the recommendations University of California System o UC San Francisco - HR Shared Services Assessment - July to September 2014, Assessment Roadmap of existing HR shared services operations, with opportunity and implementation plan o UC Office of the President - Business Continuity Planning - July to October 2014, Chazey Partners facilitated Business Continuity Planning for the UCPath Center in Riverside, California, at the University of California, the new Shared Services Center providing payroll services for the UC System's 200k employees. o UC Office of Chief Investment Officer - Business Continuity Planning - March to July 2015, facilitated business continuity planning for the Investment Office, that manages the UC System's retirement, endowment, working capital, and cash assets, with portfolios totaling $100 billion. Government of New Brunswick Internal Services -Agency -Implementation 2009.2012 - T-he— engagement started in 2009, lasted three years, made up of several phases and projects, and achieved over 25% cost reductions across accounts payable, payroll and benefits, Information technology operations and service desk. This was a complex engagement with multiple locations across the province and multifaceted stakeholder groups. The project scope also subsequently included procurement in the form of a full (Procure -to -Pay) P2P end-to-end review. Interior Health & Northern Health - February to July 2012, these health authorities engaged us to complete a business case on the feasibility of integrating their separate Payroll and Human Resources Employee Services (compensation, benefits, internal recruitment) departments. 6 SCHEDULE We have the experience, robust methodology and skilled workforce to enable completion of the project activities. The schedule by phase is provided in the table below. Chazey Partners Revised per email communication request 10/31/17 20A-60