0 UC Modernization Project Plan 1115 d 1 1 Phase I - Business Case Development and Competitive Procurement 205 d 2 1.1 Complete Initial Feasibility Study 55 d 3 1.2 Prepare and Issue LBR 30 d 2 4 1.3 Competitive Procurement 110 d 5 1.3.1 Develop Procurement Plan 5 d 3FS+10 d 6 1.3.2 Develop Procurement Documents 4 wks 5 7 1.3.3 Release Procurement Vehicle 1 d 6 8 1.3.4 Conduct Q&A 26 d 9 1.3.4.1 Gather bidder questions 14 d 7 10 1.3.4.2 Conduct bidder conference 1 d 9FS+5 d 11 1.3.4.3 Develop written responses to bidder questions 5 d 10 12 1.3.4.4 Distribute responses 1 d 11 13 1.3.5 Bidder Response Preparation 4 wks 7 14 1.3.6 Responses due to AWI 0 d 13 15 1.3.7 Prepare Evaluation Team 10 d 16 1.3.7.1 Finalize Evaluation Documents 5 d 17 1.3.7.1.1 Meet to review and finalize evaluation rules 3 d 8 18 1.3.7.1.2 Meet to review and finalize evaluation forms 1 d 17 19 1.3.7.1.3 Meet to review and finalize evaluator agreement 1 d 18 20 1.3.7.2 Schedule evaluator training 1 d 16 21 1.3.7.3 Conduct initial evaluator training 2 d 20 22 1.3.7.4 Conduct final evaluator training 2 d 21 23 1.3.8 Evaluation 36 d 24 1.3.8.1 Receive and distribute proposals 1 d 13 25 1.3.8.2 Conduct reference checks 5 d 24 26 1.3.8.3 Evaluate vendor responses - 1st pass 10 d 24 27 1.3.8.4 Conduct Q&A session with SMEs 2 d 26 28 1.3.8.5 Gather and enter initial tech prop evaluations 1 d 27 29 1.3.8.6 Review 1st pass scoring 1 d 28 30 1.3.8.7 Open cost proposals 1 d 29 31 1.3.8.8 Post notification for orals (short list) 1 d 30 32 1.3.8.9 Post notification of Intent to request BAFO (if deemed necessary) 1 d 31 33 1.3.8.10 Schedule oral presentations 1 d 32 34 1.3.8.11 Publish orals guidelines and instructions 1 d 32 35 1.3.8.12 Conduct oral presentations 5 d 33FS+5 d 36 1.3.8.13 Revise vendor evaluations 2 d 35 37 1.3.8.14 Summarize vendor results (in workbook) 2 d 36 38 1.3.8.15 Obtain BAFO (Best and Final Offer - if deemed necessary) 3 d 37 39 1.3.9 Award and Negotiation 28 d 40 1.3.9.1 Review BAFO (If requested) 3 d 38 41 1.3.9.2 Present recommendation 1 d 40 42 1.3.9.3 Post intent to award 1 d 41 43 1.3.9.4 Intent to protest period 3 d 42 44 1.3.9.5 Protest period 10 d 43 45 1.3.9.6 Contract Negotiation 10 d 46 1.3.9.6.1 Prepare, negotiate, execute contract documents 10 d 42FS+13 d 47 2 Phase II - Requirements Gathering and Competitive Procurement 257 d 46 48 2.1 Project Management 257 d 49 2.1.1 Initiation 23 d 39 50 2.1.1.1 Establish joint PMO and project team 5 d 39 51 2.1.1.2 Create project charter 5 d 50 52 2.1.1.3 Obtain acceptance and signoff of project charter by project sponsor 5 d 51 53 2.1.1.4 Mobilize project team 5 d 52 Page 1
54 2.1.1.5 Schedule and prepare project kick-off 2 d 53 55 2.1.1.6 Conduct project kickoff 1 d 54 56 2.1.2 Planning 20 d 57 2.1.2.1 Develop Project Management Plan 2 d 55 58 2.1.2.2 Develop Scope Management Plan 1 d 57 59 2.1.2.3 Create Work Breakdown Structure 1 d 58 60 2.1.2.4 Define and Sequence Activities 1 d 59 61 2.1.2.5 Activity Resource and Duration Estimating 2 d 60 62 2.1.2.6 Develop Project Schedule 2 d 61 63 2.1.2.7 Develop Project Budget Baseline 1 d 62 64 2.1.2.8 Develop Quality Plan 1 d 63 65 2.1.2.9 Develop Communications Management Plan 2 d 64 66 2.1.2.10 Develop Risk Management Plan 1 d 65 67 2.1.2.11 Develop Risk Response Plan 1 d 66 68 2.1.2.12 Obtain acceptance and signoff of Project Management Plans 5 d 67 69 2.1.3 Monitoring and Controlling 243 d 70 2.1.3.1 Weekly Status Reporting 243 d 71 2.1.3.2 Monthly Steering Committee Reporting 243 d 72 2.1.3.3 Integrate Change Control 243 d 73 2.1.3.4 Integrate Scope Control and Verification 243 d 74 2.1.3.5 Integrate Schedule Control 243 d 75 2.1.3.6 Integrate Cost Control 243 d 76 2.1.3.7 Integrate Quality Control 243 d 77 2.1.3.8 Project Oversight 243 d 78 2.1.3.8.1 Technical Review Workgroup (TRW) 243 d 79 2.1.3.8.1.1 Periodic Meetings 243 d 80 2.1.3.8.2 Office of Policy and Budget (OPB) 243 d 81 2.1.3.8.2.1 Periodic Meetings 243 d 82 2.1.4 Closure 9 d 83 2.1.4.1 Create Knowledge Transfer Plan 5 d 94 84 2.1.4.2 Conduct Knowledge Transfer 2 d 83 85 2.1.4.3 Document Lessons Learned 1 d 84 86 2.1.4.4 Close Contract 1 d 85 87 2.2 Requirements Gathering 85 d 88 2.2.1 Gather Functional Requirements 10 wks 55 89 2.2.2 Gather Technical Requirements 6 wks 88 90 2.2.3 Develop Requirements Traceability Matrix 2 wks 89FF 91 2.2.4 Obtain acceptance and sign-off on Phase II deliverables 5 d 90 92 2.3 Feasibility Study Update 40 d 93 2.3.1 Update Phase I Feasibility Study 8 wks 89 94 2.4 Competitive Procurement 105 d 95 2.4.1 Develop Procurement Plan 3 d 93 96 2.4.2 Develop Procurement Documents 4 wks 95 97 2.4.3 Release Procurement Vehicle 1 d 96 98 2.4.4 Conduct Q&A 26 d 99 2.4.4.1 Gather bidder questions 14 d 97 100 2.4.4.2 Conduct bidder conference 1 d 99FS+5 d 101 2.4.4.3 Develop written responses to bidder questions 5 d 100 102 2.4.4.4 Distribute responses 1 d 101 103 2.4.5 Bidder Response Preparation 4 wks 97 104 2.4.6 Responses due to AWI 0 d 103 105 2.4.7 Prepare Evaluation Team 10 d 106 2.4.7.1 Finalize Evaluation Documents 5 d 107 2.4.7.1.1 Meet to review and finalize evaluation rules 3 d 97 Page 2
108 2.4.7.1.2 Meet to review and finalize evaluation forms 1 d 107 109 2.4.7.1.3 Meet to review and finalize evaluator agreement 1 d 108 110 2.4.7.2 Schedule evaluator training 1 d 106 111 2.4.7.3 Conduct initial evaluator training 2 d 110 112 2.4.7.4 Conduct final evaluator training 2 d 111 113 2.4.8 Evaluation 33 d 114 2.4.8.1 Receive and distribute proposals 1 d 104 115 2.4.8.2 Conduct reference checks 5 d 114 116 2.4.8.3 Evaluate vendor responses - 1st pass 10 d 114 117 2.4.8.4 Conduct Q&A session with SMEs 2 d 116 118 2.4.8.5 Gather and enter initial tech prop evaluations 1 d 117 119 2.4.8.6 Review 1st pass scoring 1 d 118 120 2.4.8.7 Open cost proposals 1 d 119 121 2.4.8.8 Post notification for orals (short list) 1 d 120 122 2.4.8.9 Post notification of Intent to request BAFO (if deemed necessary) 1 d 121 123 2.4.8.10 Schedule oral presentations 1 d 122 124 2.4.8.11 Publish orals guidelines and instructions 1 d 122 125 2.4.8.12 Conduct oral presentations 2 d 123FS+5 d 126 2.4.8.13 Revise vendor evaluations 2 d 125 127 2.4.8.14 Summarize vendor results (in workbook) 2 d 126 128 2.4.8.15 Obtain BAFO (Best and Final Offer - if deemed necessary) 3 d 127 129 2.4.9 Award and Negotiation 28 d 130 2.4.9.1 Review BAFO (If requested) 3 d 128 131 2.4.9.2 Present recommendation 1 d 130 132 2.4.9.3 Post intent to award 1 d 131 133 2.4.9.4 Intent to protest period 3 d 132 134 2.4.9.5 Protest period 10 d 133 135 2.4.9.6 Contract Negotiation 10 d 136 2.4.9.6.1 Prepare, negotiate, execute contract documents 10 d 132FS+13 d 137 3 Phase III - System Implementation 651 d 138 3.1 Project Management 651 d 139 3.1.1 Initiation 20 d 140 3.1.1.1 Establish Joint PMO and Project Team 5 d 47FS+2 d 141 3.1.1.2 Create project charter 5 d 140 142 3.1.1.3 Obtain acceptance and signoff of project charter by project sponsor 5 d 141 143 3.1.1.4 Mobilize project team 5 d 142 144 3.1.1.5 Project Kickoff 3 d 145 3.1.1.5.1 Schedule and prepare 2 d 140 146 3.1.1.5.2 Conduct project kickoff 1 d 145 147 3.1.2 Planning 20 d 148 3.1.2.1 Update Project Management Plans for Phase III 15 d 146 149 3.1.2.2 Obtain acceptance and signoff of Project Management Plans 5 d 148 150 3.1.3 Monitoring and Controlling 623 d 151 3.1.3.1 Weekly Status Reporting 623 d 152 3.1.3.2 Monthly Steering Committee Reporting 623 d 153 3.1.3.3 Integrate Change Control 623 d 154 3.1.3.4 Integrate Scope Control and Verification 623 d 155 3.1.3.5 Integrate Schedule Control 623 d 156 3.1.3.6 Integrate Cost Control 623 d 157 3.1.3.7 Integrate Quality Control 623 d 158 3.1.3.8 Project Oversight 620 d 159 3.1.3.8.1 Independent Verification & Validation (IV&V) 620 d 160 3.1.3.8.1.1 Periodic Project Assessments 620 d 146 161 3.1.3.8.2 Technical Review Workgroup (TRW) 620 d Page 3
162 3.1.3.8.2.1 Periodic Meetings 620 d 163 3.1.3.8.3 Office of Policy and Budget (OPB) 620 d 164 3.1.3.8.3.1 Periodic Meetings 620 d 165 3.1.4 Organizational Change Management 570 d 166 3.1.4.1 Develop Change Management Plan 25 d 146 167 3.1.4.2 Conduct Stakeholder Analysis 10 d 166 168 3.1.4.3 Conduct Organizational Impact Analysis/Action Plans 25 d 167 169 3.1.4.4 Execute Organizational Alignment Action Plans 420 d 168 170 3.1.4.5 Create Required Skills Matrix/Gap Analysis 10 d 169 171 3.1.4.6 Conduct Change Readiness Assessment 20 d 176 172 3.1.4.7 Training 60 d 173 3.1.4.7.1 Develop Training Plan 10 d 170 174 3.1.4.7.2 Develop Training Curriculum 20 d 173 175 3.1.4.7.3 Develop Training Materials 10 d 174 176 3.1.4.7.4 Conduct User Training Statewide 4 wks 175 177 3.1.5 Closure 43 d 178 3.1.5.1 Create Knowledge Transfer Plan 10 d 255 179 3.1.5.2 Conduct Knowledge Transfer 20 d 257 180 3.1.5.3 Document Lessons Learned 2 d 179 181 3.1.5.4 Close Contract 1 d 180 182 3.2 Analysis 65 d 183 3.2.1 Validate and prioritize existing requirements 30 d 146 184 3.2.2 Document low-level functional and technical requirements 30 d 183 185 3.2.3 Obtain acceptance and sign-off of functional and technical requirements 5 d 184 186 3.3 Design 130 d 187 3.3.1 Functional Design 80 d 188 3.3.1.1 Conduct JAD Sessions 30 d 182 189 3.3.1.2 Create User Interface Prototypes 15 d 188 190 3.3.1.3 Obtain acceptance and sign-off of User Interface Prototypes 10 d 189 191 3.3.1.4 Develop functional design specification document 15 d 190 192 3.3.1.5 Obtain acceptance and sign-off of functional design specification 10 d 191 193 3.3.1.6 Deliver functional design specification 0 d 192 194 3.3.2 Technical Design 50 d 195 3.3.2.1 Design system architecture 10 d 187 196 3.3.2.2 Create data model 10 d 195 197 3.3.2.3 Database Design 10 d 196 198 3.3.2.4 Develop technical specification document 10 d 197 199 3.3.2.5 Obtain acceptance and sign-off of technical design deliverables 10 d 198 200 3.3.2.6 Deliver technical design documentation 0 d 199 201 3.4 Development 245 d 202 3.4.1 Set up and configure development environment 15 d 200 203 3.4.2 Develop database 30 d 202 204 3.4.3 Develop Claims and Benefits Modules 30 d 203 205 3.4.4 Develop Adjudication Modules 30 d 204 206 3.4.5 Develop Appeals Modules 30 d 205 207 3.4.6 Develop Benefit Payment Control Modules 30 d 206 208 3.4.7 Develop Quality Assurance and Federal Reporting Modules 30 d 207 209 3.4.8 Develop Customer Information Module 30 d 208 210 3.4.9 Perform Unit Testing 110 d 204 211 3.4.10 Develop System Documentation 20 d 210 212 3.4.11 Help Screen Development 40 d 211 213 3.4.12 Online Tutorial Development 40 d 211 214 3.4.13 Deploy Release to testing environment 0 d 210 215 3.4.14 System Testing 60 d 214 Page 4
216 3.4.15 Deploy to Staging Environment 0 d 215 217 3.4.16 Data Conversion 35 d 218 3.4.16.1 Develop data conversion plan 10 d 203 219 3.4.16.2 Obtain acceptance and sign-off of data conversion plan 5 d 218 220 3.4.16.3 Deliver data conversion plan 0 d 219 221 3.4.16.4 Execute data conversion plan 20 d 222 3.4.16.4.1 Auditing 5 d 220 223 3.4.16.4.2 Filtering 5 d 222 224 3.4.16.4.3 Correcting 5 d 223 225 3.4.16.4.4 Verification 5 d 224 226 3.4.17 Data Migration 35 d 227 3.4.17.1 Create data migration plan 25 d 225 228 3.4.17.2 Obtain acceptance and sign-off of data migration plan 5 d 227 229 3.4.17.3 Deliver data migration plan 0 d 228 230 3.4.17.4 Execute data migration plan 5 d 229 231 3.4.18 Data Warehouse Development 45 d 232 3.4.18.1 Design 15 d 230 233 3.4.18.2 Develop 15 d 232 234 3.4.18.3 Populate 15 d 233 235 3.5 Testing 120 d 236 3.5.1 Create test plan 15 d 216 237 3.5.2 Create test cases 15 d 236 238 3.5.3 System testing 15 d 237 239 3.5.4 Regression testing 15 d 238 240 3.5.5 Integration Testing 15 d 239 241 3.5.6 Load Testing 5 d 240 242 3.5.7 User Acceptance Testing 40 d 243 3.5.7.1 Create test plan 5 d 241 244 3.5.7.2 Create test cases 10 d 243 245 3.5.7.3 Obtain acceptance and signoff of test plan and test cases 5 d 244 246 3.5.7.4 Deliver test plan and test cases 0 d 245 247 3.5.7.5 Perform User Acceptance Testing 20 d 241 248 3.5.7.6 Response to Use Acceptance Testing 10 d 247 249 3.5.7.7 Regression Testing 10 d 248 250 3.6 Implementation 20 d 251 3.6.1 Create implementation plan 5 d 249 252 3.6.2 Deploy to Production Environment Statewide 15 d 251 253 3.6.3 Implementation Complete 0 d 252 254 3.7 Operations and Maintenance Planning 40 d 255 3.7.1 Develop system operations and maintenance plan 20 d 253 256 3.7.2 Obtain acceptance and signoff of operations and maintenance plan 20 d 255 257 3.7.3 Deliver Operations and Maintenance Plan 0 d 256 258 3.7.4 Begin System Warranty Period 0 d 257 Page 5