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State Retirement Agency MPAS-1 Project
RFP Solicitation 06-10
EXHIBIT E-16
PROJECT MANAGEMENT CHARTER
PROJECT TITLE:
MARYLAND PENSION ADMINISTRATION SYSTEM
STEP ONE: MODERNIZING LEGACY TECHNOLOGY (MPAS-1)
1 OFFICIALS
Project Executive Sponsor: Tom Lee, Executive Director
tlee@sra.state.md.us, 410.625.5601
Project Business Sponsor: Harvey Raitzyk, Deputy Retirement Administrator
hraitzyk@sra.state.md.us, 410.625.5673
Project IT Sponsor: Calvin Kiser, Deputy Chief Information Officer
ckiser@sra.state.md.us, 410.625.5530
Project Director: Will Morrow, IT Project Director
wmorrow@sra.state.md.us, 410.625.5520
Project Manager: Larry Martin, Deputy IT Project Director
lmartin@sra.state.md.us, 410.625.5536
2 PURPOSE AND OBJECTIVES
The highest SRA technology investment priority is to implement a new technology system, the
Maryland Pension Administration System (MPAS), which has the agility necessary to support
complex changes to the State Retirement and Pension System to comply with changes in law and
regulation with minimal risk of business disruption. This new technology system must also be
designed with the agility to permit future enhancement and expansion to fulfill customer needs.
SRA has identified a number of other long-term investment priorities and opportunities related to
pension administration systems and processes. These include (but are not limited to) improving
the quality of MPAS data, providing enhanced electronic and online services to customers, and
improving business processes. Completing the MPAS-1 project is the first step towards
achieving these long-term goals.
The primary goals of the Maryland Pension Administration System (MPAS-1) Step One Project
are to:
1. Implement a new agile technology architecture to support MPAS, and
2. Recreate the existing legacy pension system functions in the new architecture as the
first step in developing MPAS.
The SRA Executive Director has directed the Project Management Office (PMO) to achieve
these goals within 24 months of the project kickoff date. In order to meet that deadline, MPAS-1
will only provide the functions that currently exist in the legacy pension system. Any manual
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processes will remain manual. Functionality changes will only occur under one of these
conditions:
• A change in the technical architecture necessitates a change in system function
• Functional errors are identified
• Implementing an improved function will take less time than replicating the existing
function
Other project objectives include, to:
1. Sustain business operations while executing the MPAS-1 Project
2. Retire the legacy pension system
3. Improve data access and analysis capabilities
4. Improve ability to access and modify business rules
5. Improve ability to change data structures
6. Improve system documentation
7. Improve calculation accuracy and performance
8. Incrementally improve processing times through reduced reliance on overnight batch
processing cycles
9. Testability to ensure that MPAS data and functions are accurately recreated
10. Improve SRA ability to sustain the operation and maintenance of MPAS to reduce
risk
This project will comply with the State of Maryland Systems Development Life Cycle (SDLC)
for the following phases: Planning, Requirements Analysis, Design, Development, Integration
and Test, and Implementation.
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3 ORGANIZATION AND RESPONSIBILITIES
3.1 MPAS-1 Project Steering Team (PST)
The MPAS-1 PST is responsible for the following:
1. Establishing and managing the project vision, strategy, and scope;
2. Identifying and involving stakeholders;
3. Allocating project resources;
4. Establishing project policy;
5. Resolving project issues escalated to the PST; and
6. Monitoring project performance and returns for this IT investment.
The MPAS-1 PST membership will be adapted to the needs of the project. The membership will
initially include:
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Name Organization Title Project Role
Tom Lee SRA Executive Director Executive Sponsor
Marge Bury SRA Retirement PST Member
Administrator
Harvey Raitzyk SRA Deputy Retirement Project Business
Administrator Sponsor
Will Morrow SRA IT Project Director Project Director
Larry Martin SRA Deputy IT Project Project Manager
Director
Calvin Kiser SRA Deputy Chief Project IT Sponsor
Information Officer
Vince Marsiglia SRA Chief Financial PST Member
Officer
TBD Vendor Project Director Project Director
PST Members are responsible for attending all PST meetings but may designate others attend on
their behalf when unable to attend. SRA General Counsel will attend PST meetings as counsel,
not as a PST member.
3.2 MPAS-1 Project Advisory Group (PAG)
The MPAS-1 PAG will:
1. Provide comments and suggestions on project documents and plans; and
2. Provide recommendations and suggestions on questions or issues referred to it.
The MPAS-1 PAG membership is established by invitation of the SRA Executive Director. The
membership is meant to include technology leaders from peer State agencies, retirement systems,
and the private and federal sectors. The membership will initially include:
Name Organization Title
Chuck Bristow Maryland Department of Chief Information Officer
Transportation
John Salmon Office of the Comptroller Chief Information Officer
Judy Wood University of Baltimore Chief Information Officer
Greg McKibbin Department of Budget and Deputy State Chief
Management Information Officer
Sonja Korb Virginia Retirement Systems Application Development
and Integration Manager
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3.3 Project Management Office (PMO)
3.3.1 Project Director – Will Morrow, IT Project Director
The Project Director is responsible for the following:
1. Providing adequate project management resources to the project;
2. Directing the project team to meet the project goals and objectives within the
allotted schedule and budget;
3. Communicating project information to project stakeholders;
4. Identifying and managing project risks and issues; and
5. Establishing and managing project standards, processes, procedures, and methods
to be used by the project team.
3.3.2 Project Manager – Larry Martin, Deputy IT Project Director
The Project Manager is authorized and required by this charter to:
1. Plan, execute, control, monitor, and close the project;
2. Develop and maintain the project management plan;
3. Monitor the schedule, cost, and scope of the project during implementation;
4. Maintain control over the project by measuring performance and taking corrective
action;
5. Identify and manage project risks and issues;
6. Identify project resource issues;
7. Accept select MPAS-1 Project deliverables; and
8. Manage SRA release managers and vendor project managers.
3.3.3 Release Manager(s) – TBD
MPAS-1 is segmented into a number of system releases that represent subsets of the entire
system (e.g., hardware and software infrastructure, database, member functions, etc.). To meet
the project deadlines it is almost certain that multiple releases will be designed, developed,
tested, and implemented concurrently. A Release Manager will be assigned to manage each
release to ensure that the release will deliver the required functionality in accordance with the
master schedule and budget. A Release Manager will likely manage more than one release, and
there will likely be multiple Release Managers.
Release Managers are authorized and required by this charter to:
1. Plan, execute, control, monitor, and close the release;
2. Monitor the schedule and scope of the release;
3. Provide progress updates to the MPAS-1 master schedule;
4. Maintain control over the release by measuring performance and taking corrective
action;
5. Identify and manage project risks and issues;
6. Manage inter-release issues with other Release Managers
7. Direct resources assigned to the release;
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8. Identify project resource issues; and
9. Work in partnership with SRA and vendor project managers.
3.4 Administrative Division (AD)
3.4.1 Project Business Sponsor – Harvey Raitzyk, Deputy Retirement Administrator
The Project Business Sponsor is responsible for the following:
1. Defining the MPAS-1 business needs and requirements;
2. Accepting select MPAS-1 Project deliverables;
3. Mediating issues regarding the priority and scope of MPAS-1 business
requirements;
4. Ensuring the adequacy of Administration Division staff resources for the project;
5. Acting as the Administrative Division spokesperson for the project;
6. Communicating MPAS-1 Project goals, benefits, and accomplishments to the
Administrative Division;
7. Ensuring that MPAS-1 users receive adequate training to perform their jobs using
MPAS-1;
8. Identifying and escalating project risks and issues;
9. Managing Release Functional Leads; and
10. Ensuring that MPAS-1 meets the business goals and objectives.
3.4.2 Release Functional Leads – Scott Masters and Kimberly O’Keeffe
Release Functional Leads are responsible for the following:
1. Ensure release business requirements are defined;
2. Manage acceptance of release deliverables;
3. Develop and deliver user training that enables users to perform their jobs using
MPAS-1;
4. Identify, resolve, and escalate project risks and issues; and
5. Work in partnership with other SRA and vendor release managers and leads.
3.5 Information Systems Division (ISD)
3.5.1 Project Information Technology (IT) Sponsor – Calvin Kiser, Deputy Chief
Information Officer
The Project IT Sponsor is responsible for the following:
1. Defining the MPAS-1 technology needs and requirements;
2. Accepting select MPAS-1 Project deliverables;
3. Mediating issues regarding the priority and scope of MPAS-1 IT requirements;
4. Identifying and pursuing adequate ISD staff resources for the project;
5. Providing platforms to host MPAS-1 that are scalable, secure, available, usable,
serviceable, and meet performance requirements;
6. Providing configuration management for the MPAS-1 production region;
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7. Acting as the Information Systems Division spokesperson for the project;
8. Ensuring that ISD staff supporting MPAS-1 are trained to perform their support
role;
9. Identifying and escalating project risks and issues;
10. Managing IT Leads; and
11. Ensuring that MPAS-1 meets the technology goals and objectives.
3.5.2 IT Leads – Vince Johnson (IT Infrastructure), Calvin Kiser (LPS), and TBD
(Application Development)
MPAS-1 will require three IT leads: IT infrastructure, legacy pension system, and application
development.
IT Leads are responsible for the following:
1. Ensure IT requirements for each Release are defined;
2. Manage acceptance of release deliverables;
3. Acquire, install, configure, operate, and maintain platforms to host MPAS-1 that
are scalable, secure, available, usable, serviceable, and meet performance
requirements;
4. Provide configuration management for the MPAS-1 production region;
5. Develop and deliver training for ISD staff supporting MPAS-1 to enable them to
perform their support role;
6. Identify, resolve, and escalate project risks and issues; and
7. Work in partnership with other SRA and vendor release managers and leads.
4 PROCESSES AND PROCEDURES
To promote project success, the Project Management Office will be responsible for developing
standard project and contract management processes and procedures and adopting or adapting
them as needed for this project. These include:
1. Requirements management – Process to identify, record, and prioritize system
requirements
2. Project control – Processes to manage and communicate the project performance and to
identify and resolve issues
3. Contract management – Process to manage vendor relationships and to ensure that
contract value is received
4. Quality assurance – Processes to ensure that project deliverables are properly specified
and that delivered products meet the specifications
5. Change control – Process to ensure that proposed changes to project scope, deliverables,
budget, or duration are reviewed, approved, and documented
6. Risk management – Process to ensure that project risks are identified and managed
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5 DELIVERABLES, RESPONSIBILITY AND ACTION
The Project Management Office is responsible for ensuring that the project delivers the
following:
5.1 MPAS-1 System Deliverables
In addition to the deliverables described below, the Contractor will deliver the following for each
Release:
• Requirements – The Contractor shall develop a detailed requirements document
that describes the requirements for each Release. The Contractor shall develop and
maintain a requirements traceability matrix that maintains the relationship between
requirements, designs, software builds, and tests.
• Design document – The Contractor shall develop a document that describes the
system requirements, system architecture, file and database design, input formats,
processing logic, and external interfaces for each Release.
• Implementation Plan - The Implementation Plan shall describe how the Release
will be deployed and installed into an operational system, including an overview of
the Release, a brief description of the major tasks involved in the implementation,
and the overall resources needed to support the implementation effort.
• Program code – The Contractor shall provide electronic copies of all source and
object programming code created during the Release.
• System documentation – The Contractor shall develop and deliver electronic
copies of user and technical support manuals.
• Technical training -- The Contractor shall provide the training materials and
deliver the training necessary to enable the SRA Information Systems Division
(ISD) staff to install, support, maintain, and change the Release (excludes end user
training).
• Test results – The Contractor shall provide electronic copies of all test results
produced prior to delivery to SRA for acceptance testing. These results should
certify that the delivered Release is deemed to be free of defects and ready for
acceptance tests. SRA will not perform acceptance testing for Releases delivered
with material defects.
• Testing planning and support – The Contractor shall provide test planning and
support services to SRA and its quality testers to include developing test master
plans, ensuring the testers have been trained to use the Release, providing technical
troubleshooting, and helping SRA interpret test results.
• License – The Contractor shall provide to SRA a perpetual, irrevocable, royalty-
free, paid-up right and license, to provide, publish, use, copy, modify and prepare
derivative works from all MPAS code and documentation which is provided as a
part of this RFP. No other person may use the MPAS code and documentation
without the consent of the Agency. This license does not preclude the Contractor
from developing for itself, or for others, materials which are comparable to those
produced as a result of the services provided hereunder, irrespective of their
similarity to items which may be delivered to the Agency pursuant to this RFP.
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• Defect management – The Contractor shall provide a paperless process for
MPAS-1 team members to identify Release defects and to view the assignment and
status of defect resolution.
5.1.1 Milestone 1 - Develop Release 1: Architecture
Deliverable 1.1
Title: Implement Development Region
Producer: MPAS-1 Contractor
Format: SRA accepted certificate of development region readiness
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 IT Lead, Application Development
This deliverable is the hardware and software specifications necessary to support the
development of MPAS-1. The Contractor shall install, configure, integrate, test, and tune
hardware and system software for the development region in collaboration with SRA ISD staff.
The Contractor shall propose the initial location of the MPAS-1 development region. The
development region must ultimately reside at the Annapolis Data Center (ADC) or SRA and the
Contractor is responsible for moving the development region if not initially located at ADC or
SRA. The Contractor shall provide technical support for the development region until all
MPAS-1 Releases have been implemented, at which time the Contractor shall provide the
services necessary to transition support to the SRA ISD.
Deliverable 1.2
Title: Implement Test Region
Producer: MPAS-1 Contractor
Format: SRA accepted certificate of testing region readiness
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 IT Lead, IT Infrastructure
This deliverable is the hardware and software specifications necessary to support the testing of
MPAS-1. The Contractor shall install, configure, integrate, test, and tune hardware and system
software for the test region in collaboration with SRA ISD staff. The MPAS-1 test region will be
located at ADC or SRA. The Contractor shall provide technical support for the test region until
all MPAS-1 Releases have been implemented, at which time the Contractor shall provide the
services necessary to transition support to the SRA ISD.
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Deliverable 1.3
Title: Implement Production Region
Producer: MPAS-1 Contractor
Format: SRA accepted certificate of production region readiness
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 IT Lead, IT Infrastructure
This deliverable is the hardware and software specifications necessary to support the operation
and disaster recovery of MPAS-1. The Contractor shall install, configure, integrate, test, and
tune hardware and system software for the production region in collaboration with SRA ISD
staff. The MPAS-1 production region will be located at ADC or SRA. As requested, the
Contractor shall provide technical assistance to the ISD staff responsible for providing technical
support for the production region from its inception.
5.1.2 Milestone 2 - Develop Release 2: Database
Deliverable 2.1
Title: Develop Relational Database
Producer: MPAS-1 Contractor
Format: SRA accepted database file installed in test environment, creation script files,
and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the data model for the MPAS-1 database created in the selected relational
database management system. The MPAS-1 database model should be relational, normalized,
and optimized, where practical. The MPAS-1 data dictionary shall be contained within the data
model and/or database file. Where practical, the Contractor shall enforce data type, valid values,
and relationship integrity in the database.
Deliverable 2.2
Title: Populate Relational Database
Producer: MPAS-1 Contractor
Format: SRA accepted data validation test results, migration script files, and
documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the plan and completed tasks to populate all necessary database tables with
either data migrated from the LPS or keyed data. All data migrations shall use scripts that can be
repeatedly executed. The migration must perform only those data transformations needed to load
the LPS data into the MPAS-1 database, but must not resolve data quality issues that are to be
addressed in MPAS-2. The Contractor shall develop and execute plans to validate the migrated
data.
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Deliverable 2.3
Title: Develop Database Views
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the redefined and recreated existing CICS screens and reports necessary to
validate the successful and accurate migration of data from the legacy pension system to the
MPAS database. SRA requires at least one screen and tabulation report for each migrated file.
View contents will replicate LPS views, but field locations within the views may be modified as
desired by SRA.
5.1.3 Milestone 3 - Develop Release 3: Employer
Deliverable 3.1
Title: Develop Functions to Manage Employer Demographic Data
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs
required to support the functions for managing (add, view, change, delete) employer
demographic data. This Deliverable does not include the employer payroll data reporting process
(see Deliverable 4.4).
5.1.4 Milestone 4 - Develop Release 4: Member
Deliverable 4.1
Title: Develop Functions to Enroll Member
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs
required to support the functions for enrolling members.
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Deliverable 4.2
Title: Develop Functions to Manage Member Data
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs
required to support the functions for managing (add, view, change, delete) the Enrollment Master
File data.
Deliverable 4.3
Title: Develop Functions to Manage Membership Beneficiary Data
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs
required to support the functions for managing (add, view, change, delete) the Enrollment
Beneficiary File Master prior to retirement.
Deliverable 4.4
Title: Develop Functions to Process Employer Payroll Data
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs
required to process employer wage and contribution data files and to update the Enrollment
Master File.
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Deliverable 4.5
Title: Develop Functions to Process Service Purchases
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs
required to process service purchases and to update the Enrollment Master File and Service
Purchase Master File.
5.1.5 Milestone 5 - Develop Release 5: Refund
Deliverable 5.1
Title: Develop Functions to Withdraw Individuals
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs
required to support the functions for withdrawing individuals (including employer withdrawals).
Deliverable 5.2
Title: Develop Functions to Process Pre-retirement Death Benefits
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs
required to support the functions for paying pre-retirement death benefits excluding any
survivorship elections.
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Deliverable 5.3
Title: Develop Functions to Process Other Lump Sum Refunds
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs
required to support the functions for processing other lump sump refunds (e.g., voluntary
contributions, excess contributions).
Deliverable 5.4
Title: Develop Functions to Cancel Refunds
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs
required to support the functions for canceling refunds.
5.1.6 Milestone 6 - Develop Release 6: Retiree
Deliverable 6.1
Title: Develop Functions to Generate Retirement Benefit Allowance Estimate
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs
required to support the functions for generating estimates of retirement benefit allowances based
on the employee’s service history and plan rules.
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Deliverable 6.2
Title: Develop Functions to Retire a Member
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs
required to support the functions for transitioning an individual to retired status. Retirement
status includes establishing the retirement benefit allowance (including alternate payee and
spouse law records), transferring employee fund balances, and establishing retirement payment
status.
Deliverable 6.3
Title: Develop Functions to Manage Annuitant Data
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs
required to manage (add, view, change, delete) benefit payment information (e.g., electronic
funds transfer), retirement deductions and reductions, and any other part of the retiree data
record.
Deliverable 6.4
Title: Develop Functions to Manage Retiree Beneficiary Data
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs
required to manage (add, view, change, delete) retiree beneficiary information for single and dual
life retirement annuities.
Deliverable 6.5
Title: Develop Functions to Revise Retirement Benefit Allowances
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
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Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs
required to support the functions to revise the retirement benefit allowance based on changes to
data required to calculate the allowance (e.g., salary, service, retirement type, option, etc.).
Deliverable 6.6
Title: Develop Functions to Process Survivorship Elections
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs
required to support the functions to create the dual life payment record at death of the participant.
5.1.7 Milestone 7 - Develop Release 7: Retirement Payment
Deliverable 7.1
Title: Develop Functions to Generate Monthly Annuitant Payments
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs
required to generate monthly annuitant payments to individuals in retirement payment status.
Process includes gross-to-net calculation, calculating state health care subsidy, creating vendor
deduction interface files, and creating check and EFT interface files.
Deliverable 7.2
Title: Develop Functions to Generate Lump Sum Payments
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs
required to generate lump sum payments to beneficiaries at the death of the annuitant. Process
includes gross-to-net calculation and creating check interface files.
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5.1.8 Milestone 8 - Develop Release 8: Calendar Year End
Deliverable 8.1
Title: Develop Functions to Comply with Tax Reporting Requirements
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs
required to generate required tax reports and files. Process includes generating member 1099-R
statement, IRS, and state interface files.
Deliverable 8.2
Title: Develop Functions to Administer Earnings Limitation Requirements
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs
required to annually process employer wage files to identify retirees subject to benefit allowance
reductions required by earnings limitation requirements.
Deliverable 8.3
Title: Develop Functions to Generate Employer Billing Data
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs to
generate employer billing reports used to prepare employer contribution invoices.
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Deliverable 8.4
Title: Develop Functions to Generate Reports at Calendar Year End
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs to
generate various reports at calendar year end.
5.1.9 Milestone 9 - Develop Release 9: Other Processes
Deliverable 9.1
Title: Develop Functions to Track Disability Claims
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs
required to track chronology and notes related to disability retirement claims processing (one
data record per claim).
Deliverable 9.2
Title: Develop Functions to View Microfilm Index
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the program to view the existing static
microfilm index. The microfilm index file provides a method to identify the location of
microfilm not found in the image document management system based on social security number
lookup.
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Deliverable 9.3
Title: Develop Functions to Perform Death Matches
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs
required to perform death matches by generating interface files. Interface files received from
providers are used to generate reports for additional validation and processing.
Deliverable 9.4
Title: Develop Functions to Support Trustee Elections
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs
required to support trustee elections. Processes include validating nomination signatures and
providing interface files of eligible voters to service providers.
Deliverable 9.5
Title: Develop Utility Functions
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs
required to perform system utilities. These may include security, data backup and recovery, and
other system functions.
Deliverable 9.6
Title: Develop Functions to Interface with IVR System
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
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This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs
required to generate interface files provided to the IVR System for individual information access.
Information provided by IVR to individuals includes service history summary and retiree
payments.
Deliverable 9.7
Title: Develop Functions to Generate Other Reports
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs to
generate various other reports not required by prior releases.
5.1.10 Milestone 10 - Develop Release 10: Fiscal Year End
Deliverable 10.1
Title: Develop Functions to Award Service and Interest
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs
required to calculate and post service and interest to member accounts. This process includes
calculating the annual service to be awarded pension system members based on their fiscal year
service history and plan rules, calculating and awarding interest, and other account maintenance
activities (e.g. merge accounts, establish new account balances, etc.).
Deliverable 10.2
Title: Develop Functions to Generate Actuary Data Files
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs
required to generate member and retiree data files required by the actuary to perform the annual
Retirement System valuation.
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Deliverable 10.3
Title: Develop Functions to Generate Employer Appropriation Data
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs to
generate employer appropriation reports of salary data used to develop the annual employer
contribution appropriations.
Deliverable 10.4
Title: Develop Functions to Generate Personal Statement of Benefits
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs to
generate the annual Personal Statement of Benefits provided to active members. Process
includes calculating and reporting beneficiary data, accrued service, retirement eligibility dates,
and benefit estimates. Data is provided to a service provider as an interface file for printing.
Deliverable 10.5
Title: Develop Functions to Award Cost-of-Living-Adjustments (COLA)
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs to
calculate and award the annual COLA to eligible annuitants according to the Consumer Price
Index (CPI) and other plan rules.
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Deliverable 10.6
Title: Develop Functions to Generate Reports at Fiscal Year End
Producer: MPAS-1 Contractor
Format: SRA accepted requirements, source and object program files installed in test
environment, test results, and documentation
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable is the MPAS-1 Sub Release with the input, processing, and output programs to
generate various reports at fiscal year end.
5.1.11 Milestone 11 – Provide Project Management Services
Deliverable 11.1
Title: Project Management Services
Producer: MPAS-1 Contractor
Format: SRA accepted report of provided project management services for each
Release
Acceptance: MPAS-1 Project Manager
Customer: MPAS-1 Project Manager
This deliverable includes: 1) the Microsoft Project baseline project plan to accomplish all of the
tasks required to meet the stated goals of the RFP, 2) one full-time dedicated Project Manager to
the MPAS-1 Project with the qualifications described in RFP Section 5.6, 3) weekly status
updates to the Microsoft Project plan, and 4) a bi-weekly status report in Microsoft Word.
5.1.12 Milestone 12 – Post Implementation Support Services
Deliverable 12.1
Title: Release Support Period
Producer: MPAS-1 Contractor
Format: SRA accepted monthly report of provided release support services for each
Release
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable includes services required to prepare and place an accepted Release into
production, to resolve defects and incidents, and to provide ongoing technical support and
maintenance for each Release. Release Support shall be required by SRA during the Release
Support Period which begins when Release 1 is accepted by SRA and ends when Release 10 is
accepted by SRA.
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5.2 Other Deliverables
Deliverable 16.1
Title: Project Management Charter
Producer: SRA PMO
Format: Microsoft Word
Acceptance: MPAS-1 Project Steering Team
Customer: MPAS-1 Project Manager
This Project Management Charter document, when adopted, will be Deliverable 16.1 (see
Purpose and Objectives above).
Deliverable 16.2
Title: Project Management Plan
Producer: SRA PMO
Format: Microsoft Word Document
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Manager
This deliverable documents the project scope, tasks, schedule, allocated resources, and
interrelationships with other projects. The plan provides details on the functional units involved,
required job tasks, cost and schedule performance measurement, milestone and review
scheduling. Revisions to the Project Management Plan will occur at the end of each phase and as
information becomes available. The plan includes an acquisition planning section to show how
all human resources, contractor support services, hardware, software and telecommunications
capabilities are acquired during the life of the project. The plan includes a section on change
management to describe the process that will be used to identify, manage, control, and audit the
project’s scope. In addition, the configuration management structure, roles, and responsibilities
to be used in executing these processes are defined.
Deliverable 16.3
Title: MPAS-1 Contingency Plan
Producer: SRA PMO
Format: Microsoft Word Document
Acceptance: MPAS-1 Project Steering Team
Customer: MPAS-1 Project Manager
This deliverable contains emergency response procedures; backup arrangements, procedures, and
responsibilities; and post-disaster recovery procedures and responsibilities. Contingency
planning is essential to ensure that MPAS-1 is able to recover from processing disruptions in the
event of localized emergencies or large-scale disasters. It is an emergency response plan,
developed in conjunction with the MPAS-1 owners and maintained at the primary and backup
computer installation to ensure that a reasonable continuity of support is provided if events occur
that could prevent normal operations. A Contingency Plan is synonymous with a disaster plan
and an emergency plan. The contingency requirements unique to MPAS-1 will be added as an
annex to the existing SRA contingency plan.
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Deliverable 16.4
Title: MPAS-1 IV&V
Producer: IV&V Contractor
Format: Microsoft Word Document
Acceptance: MPAS-1 Project Steering Team
Customer: MPAS-1 Project Manager
This deliverable presents a clear and comprehensive evaluation of the current state of the MPAS-
1 Project dimensions being assessed and describes the probability of successful implementation
of MPAS-1. Each IV&V assessment shall include independent research, interviews, review and
analysis, presentation and reporting of the assessed project dimensions. The evaluated project
dimensions may include:
• Major Issues
• Program & Project Governance
• Project Management
• Contract Management
• Schedule Management
• Scope Management
• Technical Feasibility
• Integration Management
• Requirements Management
• Quality Management
• Budget & Cost Management
• Risk Management
• Communications Management
• Human Resources Management
The IV&V Contractor shall provide reports that clearly and comprehensively detail findings and
recommended actions needed to improve the evaluated dimensions of the MPAS-1 Project for
each IV&V assessment conducted to promote successful project implementation. IV&V
assessment will be performed at critical project milestones. The IV&V Contractor shall provide
presentations to the MPAS-1 Project Steering Team, the SRPS Board and Committees, and the
DBM that clearly and comprehensively summarize the findings and recommended actions
needed to improve the evaluated project dimensions of the MPAS-1 Project to promote
successful project implementation.
Deliverable 16.5
Title: MPAS-1 IT Security C&A
Producer: IT Security C&A Contractor
Format: Microsoft Word Document
Acceptance: MPAS-1 Project Business Sponsor, MPAS-1 Project IT Sponsor, MPAS-1
Project Manager
Customer: MPAS-1 Project Business Sponsor
This deliverable includes a Security Risk Assessment; System Security Plan; Security Operating
Procedures; and Security Test, Evaluation, and Certification Statements. The System Security
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