SCOPE OF WORK

• Data Model Development and Optimization:
  • Build, optimize, and maintain multiple data models within Power BI. These models will serve as the foundation for insightful reporting and analysis. o Leverage best practices to ensure efficient data modeling, including schema design, relationships, and performance optimization.
• Data Integration and Transformation:
  • Extract data from various sources, including department data warehouses, Excel spreadsheets, SharePoint, and Access databases.
  • Transform and cleanse the data to ensure consistency, accuracy, and relevance.
  • Integrate the transformed data seamlessly into our Power BI models.
• Custom Measures for Complex Reporting:
  • Develop custom measures using DAX (Data Analysis Expressions) to address complex reporting requirements.
  • These measures will empower users to analyze data from different angles, uncover trends, and make informed decisions.
• Documentation and Knowledge Transfer:
  • Regularly update a comprehensive desk guide that outlines step-by-step procedures for data modeling, report creation, and system maintenance.
  • Ensure that colleagues can follow these instructions independently, promoting self-sufficiency.
• Collaboration with IT and User Permissions:
  • Coordinate with our Information Technology (IT) departments to streamline user permissions and access controls.
  • Coordinate with contractors’ IT departments to resolve issues with Power BI o Facilitate smooth interactions between business users and IT teams to ensure data security and compliance.
• Customized Reports and Dashboards:
  • Create and maintain customized reports using Business Intelligence (BI) software, tailored to specific user needs.
  • Visualize data effectively through interactive dashboards, charts, and graphs. o Design visualizations in Power BI by incorporating external Microsoft Excel data into Power BI and transforming the data into Power BI data models  Forms and Apps for Data Entry:
  • Develop Microsoft Forms and Power Apps to simplify data entry processes. o Enhance user experience by providing intuitive interfaces for data collection.
• Training and Capacity Building:
  • Train Finance and Budget division staff in data analytics tools, emphasizing best practices and efficient workflows.
  • Train Finance and Budget division staff on Power BI desktop and Power BI service capabilities
  • Provide short trainings during Finance and Budget division weekly staff meetings on Microsoft tools such as Power BI, SharePoint, Outlook, etc.
  • Foster a data-driven culture within our team.
• Data Integrity and Collaboration:
  • Collaborate with other offices to improve data collection methods, reporting accuracy, and overall data integrity.
  • Identify opportunities for cross-functional collaboration and knowledge sharing. o Assist in the creation of SharePoint sites for Finance

DELIVERABLES

• Daily Report (beginning of day). Extract and upload Standard Accounting & Reporting System (STARS) data into master data file, check for new records, and update Business Intelligence (BI) analyses to ensure new records are coded correctly. Update Power Pivot lookup and fact tables. Notify users when finished.
• Monthly Report (end of month). Populate various tables, charts, and dashboards.
• Monthly Report (after all end of month STARS data is final). Populate various tables, charts, and dashboards.
• Monthly Report (normally by the 10th calendar day). Report obligation and cost variances to HQ. Secure approval from appropriate DOE official before releasing.
• Monthly Report (by the last Wednesday of the month preceding the first Monday of the next month). Budget presentations in PowerPoint and SharePoint. Secure approval from appropriate DOE official before releasing.
• Monthly Execution Summary to HQ (within 3-business days of receipt from DOE).

• Quarterly Site Executive Summary to HQ (within 3-business days of receipt from DOE). Validate and reconcile draft information from HQ, submit correct data and narratives to HQ. Secure approval from appropriate DOE official before releasing.
• Annual Report (by October 31). Budget Execution Review, in PowerPoint, to HQ DOE. Semiannual reports of a similar nature are occasionally required. Secure approval from appropriate DOE official before releasing.
• . Publish and update a user manual to help employees: (1) understand the Power Pivot data schema, (2) understand how to navigate and display data, (3) report using Power Query, Power Pivot, Power BI, SharePoint, and Teams, and (4) learn useful tips and tricks how to use Power Pivot, Power BI, SharePoint, and Teams more effectively.
• Weekly Report. This report will address work accomplished, and deliverable progress to be provided to the technical point of contact.

MINIMUM QUALIFICATIONS REQUIRED 

• High school degree or higher education •       Skill levels identified below are defined as:
  • Basic: Active involvement involving manipulation of data and presentation of information for at least 6-months
  • Intermediate: Active involvement involving manipulation of data and presentation of information for at least 12-months
  • Advanced: Professional involvement involving manipulation of data and presentation of information for at least 36-months
• Advanced skill level in Excel
• Intermediate skill level with Power Query, Power Pivot, and Power BI, including the extensive use of DAX language
• Intermediate skill level PowerPoint
• Intermediate skill level with Word
• Intermediate experience in data mining from large data warehouse(s)
• Basic skill level in Outlook
• Intermediate skill level in SharePoint,

• Excellent reading, writing, and speaking communications skills 
• Ability to perform multiple tasks with dynamic priorities independently
• Experience of maintaining databases in Microsoft Access or similar software 
• Experience with Teams 
• Knowledge of Federal Government and DOE budget execution principles and budget/financial systems 
• Knowledge of Hanford Site mission, activities and priorities preferred

OTHER REQUIREMENTS

• Must be a U.S. Citizen.