DEFICIT REDUCTION ACTPROJECT
Project Charter
Executive Sponsor – Daryl Schwebach,Acting HSD CIO
Business Owner –Jason Romero, CHILD SUPPORT ENFORCEMENT DIVISION DChild Support Enforcement Division Business Manager
Project Manager – Jan Christine
Original Plan Date: July 18,2007
Revision Date: 08/0806/07
Revision: version 1
table of contents
table of contents
Revision History
GLOSSARY
1.0 Scope of Work
2.0 Justification and Objectives
2.3 Technical OBJECTIVES
2.4 Quality metrics
3.0 Schedule Estimate
4.0 Budget Estimate
5.0 Stakeholders
6.0 Constraints
7.0 Dependencies
8.0 Assumptions
9.0 Risk
10.0 PROJECT GOVERNANCE PLAN
11.0 COMMUNICATION PLAN FOR EXECUTIVE REPORTING
12.0 INDEPENDENT VERIFICATION AND VALIDATION - IV&V
13.0 Project Charter Agency Approval Signature
14.0 Project Charter Certification Approval Signature
table of contents...... i
Revision History...... ii
GLOSSARY...... ii
1.0 Scope of Work...... 1
2.0 Justification and Objectives...... 5
2.3 Technical OBJECTIVES...... 6
2.4 Quality metrics...... 6
3.0 Schedule Estimate...... 6
4.0 Budget Estimate...... 6
5.0 Stakeholders...... 8
6.0 Constraints...... 9
7.0 Dependencies...... 9
8.0 Assumptions...... 10
9.0 Risk...... 10
10.0 PROJECT GOVERNANCE PLAN...... 10
11.0 COMMUNICATION PLAN FOR EXECUTIVE REPORTING...... 10
12.0 INDEPENDENT VERIFICATION AND VALIDATION - IV&V...... 11
13.0 Project Charter Agency Approval Signature...... 12
14.0 Project Charter Certification Approval Signature...... 12
table of contents......
Revision History......
GLOSSARY......
1.0 Scope of Work...... 21
2.0 Justification and Objectives...... 25
2.3 Technical OBJECTIVES...... 26
2.4 Quality metrics...... 26
3.0 Schedule Estimate...... 26
4.0 Budget Estimate...... 26
5.0 Stakeholders...... 28
6.0 Constraints...... 29
7.0 Dependencies...... 29
8.0 Assumptions...... 210
9.0 Risk...... 210
10.0 PROJECT GOVERNANCE PLAN...... 210
11.0 COMMUNICATION PLAN FOR EXECUTIVE REPORTING...... 210
12.0 INDEPENDENT VERIFICATION AND VALIDATION - IV&V...... 211
13.0 Project Charter Agency Approval Signature...... 212
14.0 Project Charter Certification Approval Signature...... 212
table of contents...... i
Revision History...... ii
GLOSSARY...... ii
1.0 Scope of Work...... 2
2.0 Justification and Objectives...... 2
2.3 Technical OBJECTIVES...... 2
2.4 Quality metrics...... 2
3.0 Schedule Estimate...... 2
4.0 Budget Estimate...... 2
5.0 Stakeholders...... 2
6.0 Constraints...... 2
7.0 Dependencies...... 2
8.0 Assumptions...... 2
9.0 Risk...... 2
10.0 PROJECT GOVERNANCE PLAN...... 2
11.0 COMMUNICATION PLAN FOR EXECUTIVE REPORTING...... 2
12.0 INDEPENDENT VERIFICATION AND VALIDATION - IV&V...... 2
13.0 Project Charter Agency Approval Signature...... 2
14.0 Project Charter Certification Approval Signature...... 2
Revision History
Revision Number / Date / Comment1.0 / July 27,2007 / Original Scope[1] and Initial Baseline
GLOSSARY
ASB:Application Services Bureau within Human Services Department, Division of Information Technology
ASD:Administrative Services Division of Human Services Department
CD:Conceptual Design: an English description of the changes to be made in the system in order to meet the Requirements Definition specified by the program.
CSED: Child Support Enforcement Division of Human Services Department.
CSED DBM:Child Support Enforcement Division, Division Business Manager. Individual is responsible for the interface between the program and the IT development group.
CSES:Child Support Enforcement System. The legacy computer system that provides electronic data entry and processing for the CSED program
CSES ITPM:Project Manager within the HSD DoIT Project Management Bureau, responsible for CSES. Title: Information Technology Project Manager
DD:Detailed Design: a detailed description in language similar to the actual computer code (pseudo-code) of the system that describes exactly what is to be changed in the existing system and how it is to be changed.
DRA:The federal Deficit Reduction Act of 2005, passed in February of 2006.
HSD DoIT:Human Services Department Division of Information Technology
ISD: Income Support Division of the Human Services Department
ISD DBM:Income Support Division, Division Business Manager. Individual is responsible for the interface between the program and the IT development group.
ISD2 ITPM:Project Manager within the HSD DoIT Project Management Bureau, responsible for CSES. Title: Information Technology Project Manager
ISD2:Income Support Division legacy computer system that provides electronic data entry and processing for the ISD program.
RD:Requirements Definition: an English description of the program requirements that need to be met by the system or system changes.
UAT:User Acceptance Test: the last step performed before migration of changes or new code to production. During this phase the program performs scripted and ad hoc testing to determine whether the developers have delivered what they requested in the Requirements Definition.
This is a controlled document, refer to the document control index for the latest revision
Revision: 2.2CIO-PMO-FOR-0101
Project Charter1
1.0 Scope of Work
Currently CSED passes on a maximum of $50 to their clients who are current Temporary Assistance for Needy Families (TANF) recipients through the Income Support Division (ISD). Due to various federal distribution rules from the federal Administration of Children and Families and embedded into CSES, events can occur that would result in a collection from the non-custodial parent (NCP) Child Support Enforcement Division resulting in no funds being distributed to the custodial parent (CP). In those cases, a maximum of $50 is currently disbursed to the CP. The Deficit Reduction Act of 2005 (DRA) provides for a higher amount i.e. a maximum of $100 for one child, and a maximum of $200; to be disbursed to the CP. New Mexico House Bill 342 mandated that increase to be provide by January 1, 2009.
The scope of work is the sum of the products and services to be provided as a project. Describe the current state and the future state. The difference (gap) between the current state and future state is the business need and scope of the project.
1.0 Deliverables
1.1.1 Project Deliverables
All of the project deliverables under 1.1.1 will be provided by the Child Support Enforcement System Information Technology Project Manager (CSES ITPM).
Project Plan / High-level description of the work to be accomplished and the assignments for that work.There will be two separate plans, one each for the environment revisions and the Deficit Reduction Act (DRA) system development.
Weekly Status / In the absence of a software tool to accumulate all of this data, Excel status reports are manually entered into an Access data base and summarized.
Monthly Status / Either the existing format as published on the OCIO site or a replacement format that is issued by the Department of Information Technology.
1.1.2 Product Deliverables
All of the product deliverables reflect CSES standard development methodologies, processes and documents. Any modification necessary for the Income Support system, ISD2, will be incorporated as needed at a later date.
Requirements Definition / Description –The document describes the business requirements for a Change Request (CR).Creator – Child Support Enforcement Division (CSED) or the Administrative Services Division (ASD), depending upon the content and focus of the revisions.
Standards for Content and Format – As per the published content, format and process outlined in hsd\\ditvscsv004\DoIT Proj\DoITCSES\ 150 – All Dev Documents
Deliverable Acceptance – Signoff by CSED or ASD representatives knowledgeable in the specific program area, the CSED or ASD Division Business Manager (DBM), the CSES system analyst knowledgeable in the specific program area, and the CSES ITPM.
Conceptual Design –
CSES System Revisions / Description – Graphical representation and written description of the revised development and test environments.
Creator – CSES Analyst in the appropriate functional area
Standards for Content and Format – As per the published content, format and process outlined in hsd\\ditvscsv004\DoIT Proj\DoITCSES\ 150 – All Dev Documents
Deliverable Acceptance – Signoff by the CSED Division Business Manager (DBM), the CSED Help Desk Functional Lead in the functional area specified by the specific CR, Child Support Enforcement System (CSES), System analyst in the specific functional areas, the CSES Information Technology Project Manager (CSES ITPM), and the Bureau Chief of the HSD DoIT Quality Control Bureau (DoIT QA).
Conceptual Design –
Environment and tool upgrade / Description --Graphical representation and written description of the revised development and test environments.
Creator – Contractor
Standards for Content and Format – To be determined by the Statement of Work in the ensuing contract. At a minimum, the following will be included: Graphical diagram of the models and libraries changed as a result of the environment changes, written and graphical description of the change in workflow for developers and testers as a result of the environment changes, written and graphical description of the changes in migration processes as a result of the environment changes, and written and graphical description of the change in workflow for developers and testers as a result of the environment changes.
Deliverable Acceptance –HSD DoITData Management Bureau, CSED DBM, and CSES ITPM.
Detailed Design –
System Revisions (only) / Description: Specific instructions at the pseudo-code level of what is to be changed to meet the requirements. The document includes a cross-reference trace matrix back to the Conceptual Design.
Creator – CSES Analyst or CSES Senior Programmer depending upon complexity.
Standards for Content and Format – As per the published content, format and process outlined in hsd\\ditvscsv004\DoIT Proj\DoITCSES\ 150 – All Dev Documents
Deliverable Acceptance – Appropriate CSES analyst, senior programmer, and programmer.
Unit & String Tests and Results / Description – Test plans and scripts for both the unit and string tests along with electronic and hard copies of the test results.
Creator – CSESProgrammer
Standards for Content and Format – As per the published content, format and process outlined in hsd\\ditvscsv004\DoIT Proj\DoITCSES\ 150 – All Dev Documents
Deliverable Acceptance –CSES Peer review
Regression and UAT Testing and Results – Environment and Tool upgrade / Deliverable --Comprehensive regression test scripts and results to be used after the environment revisions and before converting the mainframe production environment.
Creator – HSD DoIT CSES QA
Standards for Content and Format – As per the published content, format and process outlined in hsd\\ditvscsv004\DoIT Proj\DoITCSES\ 150 – All Dev Documents
Deliverable Acceptance – HSD DoIT CSES QA Peer review
System and UAT tests and results –
System Revisions / Deliverable –Test scripts and results for both the system and user acceptance tests.
Creator – HSD DoIT CSES QA
Standards for Content and Format – As per the published content, format and process outlined in hsd\\ditvscsv004\DoIT Proj\DoITCSES\ 150 – All Dev Documents
Deliverable Acceptance – Review and signoff by HSD DoIT Quality Control Bureau, CSED Division Business Manager (DBM), and the CSED Help Desk Functional Lead in the functional area specified by the specific CR.
Migration Documentation / Deliverable --Both electronic and hardcopy migration pack with Pre and Post migration checklists. The packet includes a list of all objects to be changed and affected as a result of the proposed system change.
Creator -- CSES Senior Programmer or Programmer
Standards for Content and Format – As per the published content, format and process outlined in hsd\\ditvscsv004\DoIT Proj\DoITCSES\ 150 – All Dev Documents
Deliverable Acceptance – Review and signoff by CSES analyst, HSD DoIT Quality Control Bureau, the CSED Help Desk Functional Lead in the functional area responsible for User Acceptance Testing, CSES ITPM, DoIT Application Services Bureau (ASB) Bureau Chief.
Training Documentation / Deliverable –Detailed Training documentation and accompanying training for the CSES ASB development staff and the HSD DoIT Data Management Bureau staff.
Creator – Contractor
Standards for Content and Format – Will be finally established in the Statement of Work for the contractor[A1]. However, cContents will not be less than the standard format used for all CSED training (reference network address: Ditabksv001) including introduction, Chapters by function, step-by-step diagram of procedure to be followed, step-by-step written procedure with example screen shots for each step in the process, exercises for all procedures, and tests where appropriate.
Deliverable Acceptance – CSES ITPM, HSD DoIT QA Bureau Chief, HSD DoIT ASB Bureau Chief.
2.0 Justification and Objectives
2.1 Justification
The Deficit Reduction Act of 2005 (DRA) or sometimes referred to as DEFRA contains options and requirements for systems changes to Child Support Enforcement System (CHILD SUPPORT ENFORCEMENT SYSTEM) for SFY 2007/2008/2009 and changes to the Income Support Division’s computer system (ISD2) for SFY 2008.
The present project is to include federally optional changes later legislated by State of New Mexico legislation HB 342 Section 5,E, and appropriated through HB 2 Chapter 28 Section 5 Item #59.The changes for SFY 2008 provide for an increase in the amount paid to Child Support Enforcement Custodial Parents (CPs), who are also current clients of the Income Support Division’s Temporary Assistance for Needy Families program.Currently the amount passed through to the custodial parent is $50. In the future the CPs will get $100 for a case with one child on the case and $200 for two or more children. This pass through will be ignored as income by the Income Support Division[A2][A3].[A4]
2.2 Business Objectives
Use the following table to list measurable business objectives
1. Implement pass Through / Implement the pass through as per the stipulations in HB 342, providing increased funds to Child Support Enforcement Division clients who are current TANF clients. This needs to be accomplished without affecting the Temporary Assistance for Needy Family (TANF) benefits of the ISD client, who is also a CSED Custodial Parent.2.3 Technical OBJECTIVES
2. Technical Objective / Implement the CSES and ISD2 system changes to provide the $100 and $200 pass through amount, while ignoring those amounts for income in the TANF/ISD program.2.4 Quality metrics
Number / Description3. Quality Metrics 1 / HSD-DoIT’s typical quality metrics include actual vs. estimate, actual vs. planned delivery date, and a series of tests. The tests include unit, string, system, and user acceptance. Each level of test requires test scripts, documented test results, and signoff by those appropriate for the level of testing.
3.0 Schedule Estimate
The DRA stated that the optional changes were to be completed by September 30, 2008. Because the changes were listed as optional in the DRA bill, the State of New Mexico, under HB 342 requires that the system changes be completed by January 1, 2009. Due to other scheduling considerations, CSES revisions are expected to be implemented bySeptember 30, 2008, and ISD2 modifications need to be implemented by November 5, 2008.
4.0 Budget Estimate
4.1 By Major Deliverable
Item / Cost Estimate / CostCenter / DirectorIV&V Contract / $40,000 / 300 / Child Support Enforcement Division directorHSD CIO
Child Support Enforcement System Development and test environment and tool upgrade / $160,000 / 300 / HSD CIOCHILD SUPPORT ENFORCEMENT DIVISION directoRr
Code & test CHILD SUPPORT ENFORCEMENT SYSTEM Change Request / $793,704 / 300 / HSD CIOCHILD SUPPORT ENFORCEMENT DIVISION director
design, code and test isd2 change request / $137,696 / 300 / HSD CIOISD director
4.2 By Phase
Phase / Activity / Associated Deliverables / Estimated BudgetUmbrella Tasks / NONE
Phase 1
Initiation / Project plan
IV&V Plan
Environment Revision Conceptual Design (CD)
CSES System revisions CD
CSES System Revisions Detailed Design (DD) / $200,000
Phase 2
CHILD SUPPORT ENFORCEMENT SYSTEM Implementation / Coding
Test Scripts
Test Results
Training Documents
Training Sessions / $ 793,704.00
Phase 3
ISD2 Revisions / Design, Code, Test, and Implement ISD2 required revisions / $ 137,696.00
Phase 4
Project Closing
TOTALS / $1,131,400.00
5.0 Stakeholders
name / Stake in Project / Organization / TitleJason Romero / Customer / CSED / CSED Division Business Manager
Debra Garcia
(When requirements are published from ISD) / Customer / ISD / ISD Division Business Manager
5.1 PROJECT TEAM ROLES AND RESPONSIBILITIES
Role / ResponsibilityHSD DoITCSESITPM / Oversee all work and provide weekly progress status for all work performed on CSES and ISD2 systems, and development and test environment. CSES ITPM
OAll other CSES Team Roles / System Analysts: Provides Conceptual Designs and manages the developer team for their specific area
Developers: Senior programmers and programmers who provide the coding, unit and string tests for system additions and revisions
Data Management Bureau: Provides a batch specialist who performs all batch language changes and sets up the batch schedule for CSES. Also provides a Database Administrator responsible for maintenance of the DB2 database and all of the object and source code objects and their configuration management.
Web Developers: Provide analysis and design for all changes affecting the self-serve web portion of the application
Quality Control Bureau: provides individuals responsible for system and User Acceptance Testing and the separate computer environments for that testing.
Contract Professional Services -- 1 / Code and test the CSES system DRA changes
Contract Professional Services – 2 / Design and implement CA Gen development and test environment changes and CA Gen version upgrade.
ISD2 Team / Will be identified when the ISD2 portion is initiated.
6.0 Constraints
Number / DescriptionCON – 001 / The external resources for coding Child Support Enforcement System changes need to be experienced in CA Gen development and need to be in-house by October 1, 2007.
Availability of these resources is limited.These individuals must have 3-5 years experience coding and testing in AFG 6.5 or higher. A preferable profile would also include experience coding with CA Gen version 7.5 or 7.6 and knowledge of the logic required for Child Support Enforcement systems.
7.0 Dependencies
7.1 Mandatory Dependencies
Number / DescriptionDep – 001 / Availability of staff to upgrade the mainframe environment including upgrading from the current operating system (zOS 1.4) to the version required for CA Gen 7.6, which is version 1.7.
dep – 002 / ISD2 has a dependency on some operation process that requires them to implement their portion of the revisions by November 5, 2007. CSES and ISD2 Project Managers will need to coordinate the final intersystem testing and implementation dates with the programs (CSED, ISD).
7.2 Discretionary Dependencies
Number / Descriptionnone
7.3 External Dependencies
Number / Descriptionnone
8.0 Assumptions
Number / DescriptionA-001 / External Professional Services Resources, with sufficient expertise, are available when required by the project schedule.
A-002 / Department of Information Technology will have the mainframe operating system upgraded by SeptemberOctober1, 1, 2007
9.0 Risk
Risk / Probability / Impact / Response TypeSee above risks and assumptions
10.0 PROJECT GOVERNANCE PLAN