​Since its creation by the Legislature, in 1955, the Commission has continued to operate as the principal state agency responsible for administering financial aid programs for students attending public and private universities, colleges, and vocational schools in California. The Commission has never wavered from its central mission to make education beyond high school financially accessible to all Californians.

GDSM processes over $2.2B in Student Financial Aid Awards and Grants to over 7M State of CA Students per year.  Responsibilities include managing the scope, schedule, deliverables and project cost within the GDSM Project Portfolio, utilizing the State of CA Department of Technology (CDT) Project Approval Lifecycle (PAL) Stage Gate Model requirements which include:

  • Following the California Statewide Information Management Manual (SIMM)
  • Creating a Feasibility Study Report (FSR)
  • Creating a Business Case
  • Developing a Stage 1 Business Analysis (S1BA)
  • Developing a Stage 2 Alternative Analysis (S2AA)
  • Developing a Stage 3 Solution Development (S3SD)
  • Developing a Stage 4 Project Readiness Assessment (S4PRA)

Project Management Support:

  • Manage the strategic and business needs of the organization, oversee the Analysis, Solution Development, Solicitation for system vendor to implement a scalable, comprehensive solution (CRM, BPM, BRE, ERP, CMS, Telephony, Interfaces, DW, Data Mining, BI, Workflow).
  • Responsible for project and program management, bid management, contract management, vendor management, change management, and organizational change management (OCM). Lead client enterprise, project/program managers and practice directors to increase the proficiency of the workforce and to assure that the engagement is successfully completed.
  • Prepare, Host and Facilitate Joint Application Development (JAD) sessions to facilitate to be future, Business Functional, Use Cases, User Stories, Technical and Project Detailed Specifications and Architecture Models.
  • Prepare, Host, Lead and facilitate OCM sessions with major internal and external stakeholders including; University of California (UC), California State University (CSU), California Community Colleges (CCC), Private for Profit and Private Not for Profit University, California Student Aid Commission (CSAC), High Schools, School Districts, Department of Education, California Department of Education, Students and their Parents.
  • Responsible for leading and mentoring the Project Management Office (PMO) team members and individual contributors for the following; developing technology solution/platform, developing technical deliverables, developing and leading business and technical process improvement, interface identification and mapping, data migration/conversion, knowledge transfer (KT) transition, transformation, implementation and maintenance of the clients’ technology, initiation, planning, executing, progress status reports, scheduling and PM plans.

Key Guidance & Support:

  • Leadership – Provide day-to-day management, support, direction, mentor and promote knowledge sharing among peers and client personnel facilitating progress. Resolving issues and risks, ensuring quality and communication for all stakeholders in a timely manner.  Provide review and approval on all deliverables.
  • Manage – Ensure project/program objectives, schedules, and budget are obtained.  Manage Project Schedules, Communication plans, Risk Logs, Action and Issue Logs to ensure Project is completed to objectives.  Ensure changes to scope, schedule and budget are managed through change control.
  • Compliance – Ensure project/program is adhering to State SIMM, PAL, and Architecture Standards and Methods.  Manage issues and ensure resolution or escalate to the appropriate level.
  • Strategize - Demonstrate strategic, forward thinking, root cause analysis problem solving, and implementation thought leadership.
  • Execution – proactively manage the project schedule to ensure all tasks activities are adequately being met or resources are adequately staffed.  Prepare, plan, host and facilitate weekly project status meetings and bi-monthly steering committee meetings.
  • Project Excellence - Ability to estimate projects accurately, resources, solution and anticipate client needs, engagement and development.
  • Process – Work to promote the use of best practice methodology to reduce risk.



​​​​Project: Next Generation Grant Delivery System Modernization Project (GDSM)

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The Commission provides financial aid policy analysis and leadership, in partnership with California’s colleges, universities, financial institutions, and financial aid associations. 

​​Consulting Projects

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