Austin, TX
Organizational Change Management (OCM) Specialist - Solicitation# 304FM202710
Texas Comptroller of Public Accounts (CPA)
SCOPE OF SERVICES.
Services Overview. The selected Vendor’s Candidate will work alongside CPA's OCM team to support agency coordination, communications, and readiness to support the CAPPS STARR implementation. Central coordination authority and agency relationships remain with CPA; the selected Vendor’s Candidate’s function is to extend CPA's reach by serving as a structured OCM liaison to state agencies throughout testing, training, and transition activities.
Position Requirements. The CPA Work includes, but is not limited to, the following:
Performing highly advanced (senior-level) consultative services and technical assistance work related to supporting the CAPPS STARR Program. The Comptroller retains ownership of all system decisions, training content, policies, and final communications. All work products are subject to CPA review and approval.
Services to be delivered under this engagement are organized into the following functional areas:

• Stakeholder and Agency Liaison Support

The selected Candidates will work alongside and under the direction of CPA's OCM team to support agency coordination, communications, and readiness. Central coordination authority and primary agency relationships remain with CPA. The selected Candidate's role is to extend CPA's reach by serving as a structured liaison to state agencies, ensuring they receive the information and support they need to feel capable and prepared, not necessarily to enlist them as advocates or to build change-champion networks within them. Scope includes, but is not limited to:

• Maintaining familiarity with CPA-approved CGI OCM, training, and testing deliverables to effectively support agency communications and readiness activities. The Respondent is not responsible for reviewing or approving such deliverables but must understand their content and implications for agency stakeholders.
• Participating as a standing attendee in CPA-led OCM and training team meetings. Attending select CPA-led testing coordination meetings as directed, beginning with integration testing activities as preparation for UAT coordination.
• Establishing and maintaining a structured engagement model for interfacing with designated agency points of contact, in coordination with CPA's OCM team.
• Supporting CPA by coordinating communications to agencies related to testing, training, and transition activities.
• Tracking agency readiness inputs include participation levels and escalation topics and synthesizing them for CPA review.
• Facilitating feedback loops between agencies and CPA to surface readiness gaps, questions, and change impacts that CPA needs to address.
• Reinforcing CPA-approved guidance, timelines, and expectations to agency stakeholders.
  • Change Management and Readiness Planning

OCM Coordinators will execute change management and readiness activities as directed by the OCM Lead, using the methodology and tools established for this engagement. Scope includes, but is not limited to:

• Tracking and updating agency-level readiness data across testing, training, and transition milestones, using tools and frameworks established by the OCM Lead.
• Developing change and readiness artifacts (e.g., readiness checklists, agency communications, Q&A content) aligned to CPA’s direction.
• Monitoring and reporting on agency readiness risks and themes across the agency population.
• Supporting Business Readiness Assessment data collection at defined project milestones as directed by the OCM Lead, including gathering agency participation data, distributing readiness surveys or checklists, and compiling results for the OCM Lead’s review and reporting.
  • User Acceptance Testing (UAT) Support

OCM Coordinators will manage day-to-day agency logistics and communications related to UAT participation. The UAT population is anticipated to consist of approximately 500–600 participants across statewide agencies and institutions of higher education. Scope includes, but is not limited to:

• Coordinating agency communications related to UAT schedules, roles, and expectations, as directed by CPA.
• Supporting agencies in understanding UAT objectives, participation responsibilities, and escalation pathways.
• Attending CPA-led UAT coordination meetings as a standing participant. The selected Candidate's involvement in testing meetings is focused on coordinating external agency participation; system testing meetings led by CGI are outside this engagement's scope.
• Tracking agency participation and UAT completion as a readiness indicator.
• Supporting coordination of UAT-related artifacts and guidance, as directed.
  • Train-the-Trainer (TTT) Support

OCM Coordinators will manage TTT logistics and agency communications under the OCM Lead’s direction. Scope includes, but is not limited to:

• Supporting CPA in coordinating communications related to TTT schedules, materials, and trainer expectations.
• Reinforcing roles and responsibilities of agency trainers and CPA-provided training resources.
• Assisting with the dissemination and clarification of training materials developed by others.
• Collecting and summarizing agency feedback related to training preparedness and common issues.
  • End User Training (EUT) Support

OCM Coordinators will manage EUT logistics and agency outreach for the broader end-user population. Scope includes, but is not limited to:

• Supporting CPA in coordinating EUT logistics, including scheduling, participant communications, and access to training environments as directed.
• Assisting agencies in understanding EUT expectations, role-based training pathways, and how to access CPA-developed training materials.
• Tracking EUT participation and completion rates as a pre-go-live readiness indicator.
• Collecting and summarizing agency feedback following training delivery to surface gaps or recurring issues for CPA review.
  • Communications Support

OCM Coordinators will execute the communications plan as directed by the OCM Lead and CPA, drafting and distributing approved materials to agency stakeholders. Scope includes, but is not limited to:

• Supporting the development and distribution of CPA-approved communications to agencies.
• Coordinating recurring updates related to testing, training, and transition milestones.
• Supporting Frequently Asked Questions (FAQ), talking points, and change-related messaging to address common agency questions.
• Maintaining a log of agency communications and escalations for traceability.
  • Reporting and Governance Support

The selected Candidates will provide defined reporting to support visibility into agency readiness and transition risks. Periodic summary reports will be structured around four readiness dimensions: agency participation levels, communications effectiveness, training readiness, and agency/operational readiness. This framework aligns with the Business Readiness Assessment methodology described Change Management and Readiness Planning and enables consistent tracking of readiness trends across the engagement lifecycle. Scope includes, but is not limited to:

• Contributing participation data, agency engagement inputs, and escalation logs to the OCM Lead’s monthly summary reports across the four readiness dimensions.
• Identifying and elevating systemic risks and issues within each dimension for CPA awareness and decision-making.
• Producing pre-milestone readiness summaries in advance of key project events (e.g., UAT kickoff, TTT and EUT completion, go-live cutover). Each pre-milestone summary shall include: (a) a readiness assessment across the four dimensions; (b) a summary of open issues and pending agency actions; (c) participation gaps and recommended mitigation; and (d) a recommended readiness determination for CPA's consideration.
• Supporting the OCM Lead in gathering agency input and documenting information needed to inform the agency-facing governance framework, as directed.
• Providing a weekly status report to the CPA Contract Manager summarizing work completed, work in progress, and planned activities for the following week.
• Reporting will focus on insights, trends, and actionable themes across the agency population rather than a detailed agency-by-agency performance assessment.
  • Performing other related Work as assigned.

OTHER SPECIAL REQUIREMENTS

• • Have experience in gathering business requirements for large projects.
  • Work independently in a diverse team environment with on-site and remote team members.
  • Have strong written, verbal, and interpersonal communication skills.
  • Have knowledge of project management methodologies.
  • Have experience with large-scale ERP or enterprise system implementations in a coordination or change management capacity.
  • Have problem-solving skills and the ability to multitask, with readiness to put in extra efforts when necessary.
  • Have experience with change management coordination across a large, geographically distributed stakeholder population.
  • Have experience supporting UAT, Train-the-Trainer, or End User Training coordination activities for a major system implementation.

The selected Vendor’s Candidate will work on a hybrid basis, with some remote work opportunities, and is required to be on-site at CPA's location a minimum of eight (8) hours per week, or on-site as otherwise agreed to by CPA. On-site and remote attendance will be directed and coordinated by the CPA Supervising Manager.
 

Minimum Requirements: Candidates that do not meet or exceed the minimum stated requirements (skills/experience) will be displayed to customers but may not be chosen for this opportunity.
Actual Years Experience	Years Experience Needed	Required/ Preferred	Skills/Experience
	7	Required	Experience in program coordination, stakeholder communications, change management support, training logistics, or a directly related field.
	7	Required	Experience managing structured activities across multiple concurrent workstreams and a large, diverse stakeholder population, including tracking participation or engagement data, producing status reports, coordinating schedules and communications.
	5	Required	Experience coordinating user participation/communications for large-scale IT implementations, e.g., outreach to diverse stakeholders, maintain contact logs, drafting/distributing communications, FAQs, and talking points on behalf of a program.
	5	Required	Extensive experience coordinating User Acceptance Testing (UAT), Train-the-Trainer (TTT), and End User Training (EUT) logistics for major system implementations, including scheduling, participant communications, and participation tracking.
	5	Required	Experience tracking/analyzing user readiness inputs, participation data, and escalation topics across a large population; identifying, documenting, escalating OCM risks/issues to program mgmt., and creating summary reports.
	5	Required	Experience maintaining coordination artifacts including communication logs, agency contact directories, participation trackers, and readiness reporting inputs in support of a OCM team.
	5	Required	Experience supporting large-scale technology implementations or enterprise system transitions in a coordination or liaison role.
	5	Preferred	Texas public sector experience strongly preferred.
	5	Preferred	Functional experience with CGI Advantage software, or equivalent application.
	5	Preferred	Experience with CPA’s legacy Statewide Financial Systems production support activities
	2	Preferred	Working experience within a structured OCM framework (Prosci ADKAR, ACMP CCMP, or equivalent) as directed by a lead practitioner.
	2	Preferred	Prosci certification, Certified Change Management Professional (CCMP), or Change Management Advanced Practitioner (CMAP) credential.

I need Three References

 

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Peer                                                                      Co-Worker                                                                  Supervisor
   

  Customer                                                             End-User                                                                     Subordinate
 

Reference Name (Required):
Title (Optional)
Company Name (Required):
Phone Number (Required include area code):
E-mail address (Optional):
Professional Relationship (Optional):

     
Peer                                                                      Co-Worker                                                                  Supervisor
   

  Customer                                                             End-User                                                                     Subordinate
 

Reference Name (Required):
Title (Optional)
Company Name (Required):
Phone Number (Required include area code):
E-mail address (Optional):
Professional Relationship (Optional):

     
Peer                                                                      Co-Worker                                                                  Supervisor
   

  Customer                                                             End-User                                                                     Subordinate