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Street Address Greystone Lane, Apt. 5
Rochester, NY Street Address
PHONE NUMBER AVAILABLE / EMAIL AVAILABLE
Skills:
. RFP, Change Orders, Bids/Requests for Proposals
. Cost and price analysis
. Contract negotiations, compliance reporting, insurance requirements
. Contract Management and Administration
. Procurement/Supply Chain Management
. Vendor Negotiations
. Financial Reporting and analysis
. SAP - Implementation and System Experience
. ContrackHQ
. Program Evaluation
. Technical Writing
. Budget Analysis
. Highly Skilled in Microsoft Office Suite (Excel, PowerPoint, Word,
etc.)
. Grant Applications and Management
Education/ Certification/ Training:
. Master of Public Administration, SYRACUSE UNIVERSITY, Maxwell School
of Citizenship and Public Affairs, Syracuse, NY
. Bachelor of Arts, Majors: Public Policy Analysis/English, SYRACUSE
UNIVERSITY, Syracuse, NY
Experience:
Monroe County
Dept. of Human Services
April 2014 - Present
ASST. MANAGER OF CONTRACTUAL SERVICES
. Perform contract management and administration in accordance with
County policies and legal requirements. Prepared and distributed
Requests for Proposals (RFP) for professional services purchased by
the County.
. Prepare contractual documents resulting from proposal and bid
submissions, including modifications, amendments, and change orders.
. Manage all contracts resulting from proposal submissions and
maintained contract/procurement files and related documentation.
. Determine funding sources for contracts, analyzed capital funds and
operating funds to ensure that funding streams were available for
proposed contract services.
. Ensure contractor compliance with applicable State licensing
regulations.
. Determine contractor insurance requirements in accordance with
applicable regulations.
Monroe County, Rochester, NY
February 2005-November 2013
Division of Purchasing, Controller's Office, Dept. of Environmental
Services
MANAGER OF CONTRACTUAL SERVICES/DEPT. GRANT ADMINISTRATOR
. Performed contract management and administration in accordance with
County policies and legal requirements. Prepared and distributed
Requests for Proposals (RFP) for professional services purchased by
the County.
. Prepared contractual documents resulting from proposal and bid
submissions, including modifications, amendments, and change orders.
. Managed all contracts resulting from proposal submissions and
maintained contract/procurement files and related documentation.
. Determined funding sources for contracts, analyzed capital funds and
operating funds to ensure that funding streams were available for
proposed contract services.
. Ensured contractor compliance with applicable State licensing
regulations.
. Determined contractor insurance requirements in accordance with
applicable regulations.
. Prepared Legislative Referrals for presentation to the County
Legislature. As part of this activity, researched companies being
awarded contracts to ensure the companies and their senior officers
operated in compliance with County policies and legal requirements.
. Assisted in developing financials for Comprehensive Annual Financial
Report (CAFR) while working in the Controller's Office.
. Calculated annual Monroe County Sales tax distribution to towns,
villages, and school districts, and worked with Controller to ensure
timely delivery of sales tax funds to said towns, villages, and school
districts.
. Selected to serve as a team leader of the County SAP Software
Implementation Team for purchasing module; as such, managed the
development and implementation of the SAP Materials Management system
for Monroe County.
. Assisted in the design of the Materials Management module. Worked
extensively in the Finance and Materials Management modules. Wrote
150+ User Manual for Monroe County users for the Materials Management
module of SAP.
. As Departmental Grant Administrator, identified grant funding sources,
determined the application process, compiled application data and
coordinated deadlines for submissions.
. Managed finances of Departmental Grants, ensuring that grant
expenditures complied with grant budgets.
. Set up grants in the SAP grant module, monitored grant expenditures,
and prepared and filed grant reimbursement requests.
. Prepared and filed quarterly reports to State and Federal Agencies
regarding grant project progress.
. Responsible for oversight of Departmental Human Resources Liaison, our
Customer Service Division, our Budget Manager, Accounts Payable and
Receivable, and our Revenue Manager.
Rochester-Genesee Regional Transportation Authority, Rochester, NY
April 2001-February 2005
CONTRACT ADMINISTRATOR/DBE LIAISON OFFICER/PROCUREMENT MANAGER
. Performed contract management and administration in accordance with
company policies, legal requirements, and customer specifications.
. Prepared and distributed Invitations for Bids (IFB) and Requests for
Proposals (RFP) for commodities/services purchased by the Authority;
included development of specifications for items/services to be
purchased.
. Conducted contract negotiations with prospective suppliers, and
prepared contractual documents resulting from proposal and bid
submissions, including modifications and change orders.
. Performed cost and price analyses of all incoming bids/proposals.
. Managed all contracts resulting from bids and proposals and maintained
contract/procurement files and related documentation.
. Presented procurement presentations at monthly RGRTA Board of
Commissioners meetings. Assisted in preparation of Departmental annual
budget.
. Direct report to Chief Financial Officer.
. Developed new, 200+ page Procurement Guidelines to ensure RGRTA
compliance with Federal Transit Administration (FTA) laws and
requirements and to ensure that specific contract requirements are met
in the expenditure of funds, subcontracting, procurement of equipment,
vehicles, etc., and that appropriate approvals are received.
. Developed new procedures and updated existing procedures, as required.
. Provided technical expertise, consultation, guidance and assistance to
all internal staff, outside consultants, and contractors regarding
procedures and guidelines.
. Prepare correspondence on E contractual issues, such as change orders
for consultant rates, budget revisions, contract revisions,
subcontracting, and waivers.
. Advised senior management and project staff on contractual issues
based on contract documents, procurement regulations, and agency
policy.
. Provided oversight of project estimating data, budgeting, cost
accounting, and contract management.
. Responsible for contract compliance reporting.
. Monitored all funds encumbered by departments under each funding
obligation and expenditures for each contract.
. Reviewed invoices from vendors and proposed expenditures to assure
compliance with contract expenditure requirements.
. Monitored expenditures to ensure appropriateness and obtain required
documentation.
. Compared actual spending with budget line items; prepare documentation
for line item variances and modifications as necessary.
. Oversaw Triennial Review Process for the Authority.
. Reviewed/analyzed submission documents from prospective DBEs and
investigated information to ascertain eligibility for participation on
federally-funded contracts.
. Prepared and maintained RGRTA DBE Program Document for Federal Transit
Administration approval. Responsible for compiling DBE data and
developing semi-annual federal reports.
. Developed annual DBE Participation Goal and Methodology for submission
to Federal Transit Administration.
. Developed new DBE Program procedures to assist in data collection and
analysis.
. Ensured compliance with federal and local mandates regarding Minority
and Women-Owned Businesses (MWBE) and DBE utilization.
Genesee Transportation Council (GTC), Rochester, NY
April 2000-April 2001
FINANCE PROGRAM MANAGER
. Project Manager for Federal Transportation Improvement Program (TIP),
a transportation planning program which constituted 33% of GTC's total
project workload ($450 million budget).
. Coordinated financial planning and funding for all federally-funded
transportation projects within the nine-county Rochester Metropolitan
Statistical Area (MSA).
. Assisted in budget functions for the Council, including annual budget
preparation, preparation of quarterly reports to GTC Director, and
preparation of state, local, and federal reports.
. Direct report to GTC Director.
Preferred Care, Rochester, NY
March 1999-April 2000
DIRECTOR, TECHNICAL WRITING DIVISION, INFORMATION SYSTEMS DEPARTMENT
. Directed Technical Writing Division for local Health Maintenance
Organization (HMO).
. Developed training and end-user manuals for new core replacement
computer system (AMISYS).
. Analyzed existing company-wide procedures; based upon my analysis,
developed process-improvements, including documentation of new
procedure manual.
. As part of documentation process, interviewed employees to determine
existing procedures, analyzed procedures, and developed new and/or
improved procedures.
. Presented project updates to Executive Management Oversight Board
regarding training documentation and process-improvement program.
Monroe County Department of Planning, Rochester, NY
August 1988-August 1990
PUBLIC PARTICIPATION COORDINATOR
. Assisted in designing and implementing a public participation program
regarding the Rochester Embayment Remedial Action Plan (RERAP); this
program was designed to inform Rochester-area residents of the project
and to obtain their participation in the project.
. Established and staffed advisory groups; designed and conducted
training sessions for advisory group members and various public
officials; planned, coordinated, and conducted advisory group meetings
and public meetings; designed and prepared educational materials for
advisory groups and public meetings; prepared press releases and news
articles regarding the project progress.
. Prepared quarterly reports regarding RERAP Project progress.
. Assisted in determining funding strategies for the Project, including
development of grant proposals.
Department of Planning, Rochester, NY
January 1987-August 1988
JUNIOR PLANNER/ECONOMIC DEVELOPMENT SPECIALIST
. Assisted in resolving issues facing new and existing commercial and
industrial organizations, including financial assistance, real estate,
and labor issues.
. Coordinated retention-expansion efforts; analyzed company need,
eligibility, and capacity to participate in available financial and
training programs.
. Determined which programs were best suited to project needs and
eligibility, based on knowledge of available programs.
. Assisted in development of business plans; gathered technical
information and resource materials necessary to assist business and
worked with business owners to determine how to best address their
needs, given available resources.
Center for Governmental Research, Inc., Rochester, NY
October 1985-December 1986
RESEARCH ANALYST
. Collected and analyzed socioeconomic and demographic data for various
types of studies, including fiscal reports, needs assessments, program
evaluations, and impact studies.
. Interviewed field experts for data collection and relevant
information; interviewed system users for current and possible future
needs of services.
. Specific projects included: an evaluation of Project YES (Rochester
Police Department), an assessment of the impact of the Maternity and
Early Childhood Foundation, and assisting the Governor's Real Estate
Development Task Force in identifying the assets and potential
problems of economic development of selected upstate metropolitan
areas.
American Management Systems, Inc., New York, NY
January 1985-October 1985
BUSINESS ANALYST/TRAINER, STATE/LOCAL GOVERNMENT GROUP
. Assisted in developing custom computer systems for various New York
City agencies.
. Acted as client liaison for computer programmers; analyzed existing
client operations and determined future programming needs.
. Developed and documented error resolution and user manuals to assist
clients in converting to, and operating automated systems developed by
AMS, Inc.
. Assisted clients in implementation efforts and trained client
employees on use of new AMS, Inc. systems.
United States Department of Commerce, Washington, DC
June 1984-January 1985
BUDGET/PERSONNEL MANAGEMENT SPECIALIST
. Monitored annual expenditures of Commerce Department Bureaus.
. Analyzed proposed budgets for compliance with Executive Branch
directives, and assisted agencies in implementing necessary budgetary
changes to meet such directives.
. Responsible for informing DOC bureaus of departmental directives and
ensuring compliance with same.
AWARDS
. Honors: Full Scholarship plus Graduate Assistant Stipend, Public
Affairs Department
. Honors: Pi Sigma Sigma (Public Policy Honorary Society)
. Sigma Tau Delta (English Honorary Society)
. Dean's List throughout 3.5 years (graduated semester early)
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