Built using the latest technology with a demonstrated track record, leveraging the right mix of performance optimizations as well as modularity. The uFACTS Solution Framework application architecture is built using a component-based Service-Oriented Architecture, making it extensible, flexible and repeatable. Underlying this Service-Oriented Architecture is a . development framework that allows the application to be customized to fit specific business needs, while leveraging widely accepted open source tools and leading third-party software products such as the following to provide key areas of functionality: FileNet P8 for document management and workflow Pitney Bowes Group1 or QAS for address validation Microsoft Active Directory Server for authentication/authorization (other directory servers are also supported) The uFACTS Solution Framework’s multi-tiered architecture consists of the following four major tiers: Presentation Tier Service Tier Integration Tier Information Tier Hardware and Software Architecture The Visio diagrams below depict Deloitte’s proposed Hardware and Software Architecture for NMDWS’ production and non-production environments. In the following diagrams the Production and Non-Production physical environments are depicted showing the breakdown of the physical hardware along with the logical regions they encompass. (Note: The proposed Proof of Concept environment will reside on Deloitte’s network for requirements validation sessions and design sessions in the early stages of the UI Tax Modernization project. Upon acquisition of the non-production hardware and software, the Proof of Concept Environment will be established at DWS.) As desired by the State, the IBM x3650 Server is the predominant server platform of choice. The components of our solution have been mapped to these servers in such a way as to provide a highly available, scalable, fault-tolerant environment.
Produce Deliverable Detailed Project Workplan for UI Claims Produce a Detailed Project Workplan for UI Claims Develop a detailed project workplan for UI Claims with fixed deadlines and milestones that include the following: Project schedule including tasks/activities/ activity duration/sequencing and dependencies Project work plan for each deliverable, including a work breakdown structure Completion date of each task Project milestones Entrance and exit criteria for specific project milestones. The Detailed Project Plan will be used to prepare a high-level integrated schedule and work plan to coordinate Procuring Agency resources and project personnel, as well as schedule joint meetings and activities to develop and implement UI Claims. Deliverable: Due Date: Compensation: 3.A.D.3 Project Management Planning and Administration 11/26/2010 $388,785 (excludes GRT) Description: This deliverable consists of updating Project Planning and Administration documents to integrate the UI Claims subproject: Modernization Approach and Strategy Communication Management Plan Risk Management Plan Quality Management Plan Human Resource Plan Knowledge Transfer Plan Project Archives/Repository Project Close-Out Process Task Item: Sub Task: Description: Produce Deliverable Project Management Planning and Administration for UI Claims Produce Work Product Modernization Approach and Strategy for UI Claims Refine proposed approach and strategy based on direct input from the Procuring Agency to allow for adjustment and modification where necessary to more fully reflect current legacy constraints and system dependencies, resources limitations and proposed milestones, potential issues and risks and other constraints and
assumptions that are relevant to UI Claims. Develop and document a Communication Management Plan for UI Claims Communication management plan will identify the fundamental sponsorship activities, the target audiences, the messages to be communicated, the people who will do the communicating, the frequency of communication, and the media to be used for UI Claims. This deliverable will serve as a formal document listing the project activities that are to be executed jointly by the New Mexico Department of Workforce Solutions (NMDWS) staff and Deloitte staff. Develop and document a Risk Management Plan for UI Claims Risk management plan will include project risks, risk analysis, and mitigation recommendations, activities, and procedures. Risk management planning and a risk register process relevant to UI Claims will be documented. Develop and document a Quality Management Plan for UI Claims Quality Management plan will document the methodology for maintaining quality of project requirements, designs, code, workmanship, documentation, project schedules and subcontractor(s) activities that are relevant for UI Claims. The plan will address when and how corrective actions are logged, monitored, approved, and completed. Develop and document a Human Resource Plan for UI Claims Human Resource Plan will document the Contractor project organization including a resource plan defining roles and responsibilities for the Contractor and subcontractors involved in UI Claims. Develop and document a Knowledge Transfer Plan for UI Claims Knowledge Transfer Plan will document, instruct and prepare Procuring Agency personnel for post-production operating, monitoring and maintaining system activity and performance that is relevant for UI Claims.
The analysis will address the following areas: Network backbone connection and capacity impact for the UI Claims system Server backbone infrastructure and network impact and requirements related to other devices such as SANs, Load Balancers, routers, and switches Network connections for workstations Network connections at local and remote offices Provide a High Availability and Backup and Recovery Plan for UI Claims document Document details of the backup and recovery components relevant to UI Claims. Document installation requirements describing how UI Claims components will function to address and prevent downtime events. This plan shall include: Failure scenarios, probability of occurrence, impact, and duration and priority Processes and procedures employed for failures of significance. This will include detailed tasks, sequencing, participant roles, escalation procedures, and operational procedures Required repair and response times Contingency matrix Back-up frequency, mechanisms/media, and data. Provide a Final Architectural Design document After integration of agency approved changes to architectural design, contractor will deliver a final architectural design document. Deliverable: Due Date: Compensation: 3.A.D.5 - Installing and Configuring Equipment 12/21/2010 $97,196 (excludes GRT)
Deliverable: Due Date: Compensation: 3.I.D.1.B UI Test Plan 5/13/2011 $194,393 (excludes GRT) Description: Provide an integrated system test plan, user acceptance testing and issue resolution process for UI Claims System Core Functionality. This deliverable includes the following items: UI Claims Master Test Plan and Strategy Test Tools Unit Test Planning System Integration Test Planning for UI Tax and UI Claims UAT and QA Planning Deliverable submitted here includes the remaining two documentation items – System Integration Test Planning, and UAT and QA Planning. Task Item: Sub Task: Description: UI Claims Test Plan for UI Claims System Core Functionality Design, develop, and document UI Claims Master Test Plan and Strategy for UI Claims System Core Functionality Contractor will provide testing methods, test types, schedules, conditions, scenarios, expected outcomes, data files, and resources to be used to determine system readiness for UI Claims System Core Functionality. The test strategy will include and/or consider the following: List of the high-level functional and system features to be tested Scope of testing including components to be tested or not tested, expected risks if any, test dependencies, such as availability of converted data and completed components, and other assumptions A description or diagram of high-level architecture elements impacted by the testing Test schedule and key milestones Test data, test conditions and scenarios, and expected results Procuring Agency and Contractor resources required for testing Testing strategy which includes testing approach and types of tests
Design, develop, and document UAT and QA Test Results for UI Claims The User Acceptance Test (UAT) and Quality Assurance (QA) will be conducted by the Procuring Agency with assistance from the Contractor. Results from UAT and QA testing of UI Claims functionality, and necessary corrective actions will be documented. Deliverable: Due Date: Compensation: 3.K.D.2 Execute the Training Plan 3/2/2012 $194,393 (excludes GRT) Description: Document the completion of installation of Training Data for UI Claims training, User Training, Technical and Operations Training, and Knowledge Transfer Status Report. This deliverable includes the following items for UI Claims training: Training Data User Training Technical and Operations Training Knowledge Transfer Status Report Task Item: Sub Task: Description: Training for UI Claims Design, develop, and document delivery of Training Data for UI Claims Installation of training data for UI Claims training. Design, develop, and document a User Training for UI Claims Conduct and train internal Procuring Agency trainers on UI Claims Functionality of the UI Claims System. Design, develop, and document a Technical and Operations Training for UI Claims Conduct training on UI Claims to technical and system operations staff. Design and develop a Knowledge Transfer Status Report for UI Claims Knowledge Transfer Status report including the following items: Contractor personnel delivering the knowledge transfer Course evaluation results
These key resources will be supported by Deloitte staff with the appropriate business, technology (.Net) and project management experience. The Deloitte team also includes subcontractor resources from the following organizations: Revenue Solutions Inc (RSI). RSI brings key knowledge and solution expertise in data conversion, tax accounting, tax compliance, field audit and collections — particularly as it relates to UI modernization. CSG. CSG has significant experience in UI and Workforce Development and their staff understands UI, Labor Exchange, WIA, and related workforce programs. POD. POD brings direct knowledge of DWS through a series of recent projects. DWS is providing the following staff to support the system implementation effort: 1 project manager full time equivalent (FTE) 3 developer FTEs 1.5 project management staff FTEs (technical) 1.5 project management staff FTEs (business) .65 legacy developer FTEs (interfaces/data conversion) .65 legacy technical SME FTEs .5 infrastructure support FTEs (server, DBA) 3 business SME FTEs (from 15 functional areas) 3 business UAT FTEs (from 15 functional areas) 1 trainer FTE The following chart has been prepared to assist DWS with its staff planning: Project Director The NMDWS Project Director is responsible for planning, directing, and overseeing the project, and seeing that deliverables and functional requirements are achieved as defined in the SOW and subsequent project plans. The Project Director is also responsible for the management of State resources assigned to the project, serves as the primary liaison among the project and the Project Sponsor and Steering Committee, and escalates decisions and issues, as needed. The Project Director coordinates project-related issues Project Director An individual with the ability to interact with Project Sponsor and Steering Committee to address project issues and risks, provide some UI subject matter expertise and has
Please refer to Attachment A – UIT&CSM Risk and Issue Management Please refer to Attachment B – UIT&CSM IV&V Please refer to Attachment C – UIT&CSM Scope Management Plan Please refer to Attachment D – UIT&CSM Project Budget Management Please refer to Attachment E – UIT&CSM Communication Plan Please refer to Attachment F – UIT&CSM Performance Measurement Please refer to Attachment – Quality Objectives and Control Please refer to Attachment – Configuration Management Please refer to Attachment I – Procurement Management Plan