state of california budget change proposal - cover sheet ... · this budget change proposal (bop)...

STATE OF CALIFORNIABudget Change Proposal - Cover SheetDF-46 (REV 08/17)

Fiscal Year Business Unit Department Priority No.2018-19 7100 Employment Development Department 1

Budget Request Name Program Subprogram7100-001 -BCP-2018-GB 5920 & 5925

Budget Request DescriptionBenefit Systems Modernization

Budget Request SummaryThis Budget Change Proposal requests a one-time budget augmentation of $4,022,000 and 15 PersonnelEquivalents (PEs) and a redirection of $4,446,000 and 19 PEs in State Fiscal Year 2018-19 for continuingProject Approval Lifecycle tasks and pre-implementation readiness initiatives for the Benefit SystemsModernization project. The resources will primarily be for: state staff, requirements vendor, CaliforniaDepartment of Technology services, Independent Verification and Validation services, contract and procurementdevelopment services, and data conversion readiness to continue activities towards implementing an integrated,secure and sustainable Benefits System to service California claimants seeking unemployment, disability or paidfamily leave benefits.

Requires Legislation Code Section(s) to be Added/Amended/Repealed

I Yes BZI No

Does this BCP contain information technology (lT) Department CIO Datecomponents? BZ] Yes I No GaiI Overhouse ll/15/17

If yes, departmental Chief Information officer must sign.

For lT requests, specify the project number, the most recent project approval document (FSR, SPR, SI BA,S2AA, S3SD, S4PRA), and the approval date.

Project No. 7100-222 Project Approval Document: SIBA Approval Date: ll/28/16

lfproposal affectsanotherdepartment, does otherdepartmentconcurwith proposal? I Yes I NoAttach comments of affected department, signed and dated by the department director or designee.

Prepared By Date Reviewed By DateBrandon Rutschmann ll/13/17 Caleb Horel ll/16/17

Department Director Date Agency Secretary DatePatrick W. Henning ll/17/17 David Lanier 12/14/17

Department of Finance Use only

PPBA

Analysis of Problem

A. Budget Request Summary

This Budget Change Proposal (Bop) requests $4,022,000 and 15 Personnel Equivalents (PEs) and aredirection of $4,446,000 and 19 PEs in 2018-19 for continued Project Approval Lifecycle (PAL) processtasks and pre-implementation readiness initiatives for the Benefit Systems Modernization (BSM) project.The resources will enable the Department to continue activities towards implementing an integrated,secure and sustainable benefits system to service California claimants seeking unemployment, disability orpaid family leave benefits.

The Employment Development Department (EDD) proposes to fund these PAL activities from theUnemployment Compensation Disability Fund (UCDF) and the EDD Contingent Fund (CF). The fundingsplit includes $2,011,000 and 8.0 PEsfrom the UCDF and $2,011,000 and 7.0 PEs from the CF. AdditionalBCPs will be submitted in subsequent years to continue PAL activities for the BSM project and to fundimplementation once a technology solution has been approved.

B. Background/History

The EDD administers several multi-billion dollar benefit programs, including the Unemployment Insurance

(UI), Disability Insurance (Dl), and Paid Family Leave (PFL) that provide financial stability to workers andcommunities. The EDD maintains the existing benefit systems for UI and Dl which includes the UI OnlineSystem, the SDI Online System, the PFL application, the Single Client Database, and the Ul and Dlmainframe applications in addition to other systems that support these programs.

Partial system modemization was completed for both the Dl program, which implemented SDI Online in2012, and forthe Ul program, which implemented UI Online in 2015. The PFL system has not beenmodernized since being implemented in 2004.

The partial modernizations have resulted in overiy complex and not fiscally sustainable benefit systemsthat will continue to degrade at an increasing rate. The EDD's customers experience a lack of consistencywhen utilizing the various benefit systems. Certain customer groups cannot utilize online services and mustsubmit information manually or through contacting a Depanment representative. ln addition to the manytechnology challenges, recruitment and retention of technical staff with the required legacy systems skillsetis increasingly difficult.

These types of customer experiences have resulted in specific complaints to the EDD surrounding delaysin processing claims or general confusion w'ith the various benefit systems. These types of issues causeundue stress to individuals who are going through difficult and uncertain times. lf the Department maintainsthe status quo, the EDD will need to seek additional funding in the future just to maintain its existing benefitsystems, however that will not fix the delays, complexity, and overall inconsistences in the various systems.

The BSM Project was initiated in 2016-17 with the approval of the Stage 1 Business Analysis of theCalifornia Department of Technology (CDT) PAL process in November 2016. Subsequently, the Legislatureapproved a one-time budget augmentation of $4,022,000 and 15 positions and a redirection of $3,162,000and 15 positions in 2017-18 for Stage 2 Alternatives Analysis (Stage 2) of the PAL activities. This BCP isrequesting third year funding for the BSM Project to continue the PAL activities in Stage 3 ProcurementDevelopment (Stage 3) and to begin the System lntegrator procurement. The following is a high-levelsummary of project activities completed or planned to date:

Completed activities 2016-17:• Developed and submitted the Stage 1 Business Analysis document to initiate the BSM project.• Received CDTStage 1 approval forthe BSM.• Developed and released the Requirements Vendor Request For offer (RFO).• Recruited and filled the Project Director Position.• Awarded the Requirements Vendor contract.• Recruited and filled the Information Technology (IT), Ul, Dl, and Tax program project positions.• Established and equipped a dedicated projectteam work site.

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Analysis of Problem

Planned activities 2017-18:• Develop mid-level requ.irements.• Develop and award Independent Verification and Validation (lV&V) contract.• Initiate Business Process Re-engineering effort.• Begin detailed-level requirements development on to-be business models.• Develop and submit the Stage 2 artifacts to CDT.• Receive CDTStage 2approval.• Develop and release the RFP consultant RFO.• Initiate Stage 3 developmentwith CDT.• Initiate technical pre-implementation activities (data preparation, interface documentation)

C. State Level Considerations

The Administration's objective is to obtain substantial ongoing savings after full systems replacement.Additionally, by implementing one benefit system it would help to contain rising costs making the proposedsolution fiscally sustainable. These potential savings and cost avoidances would derive from automatingmany Ul, DI and PFL cla.im filing processes that are currently done manually as well as eliminating theneed for lT staff to support multiple existing applications. The Stage 1 Business Analysis of CDT's PALprocess identifies an estimated 10 percent in potential sav.ings for Ul, Dl, PFL and lT staff costs in additionto reductions in existing vendor contract costs following full implementation. The 10 percent figure is anestimate that will be further refined as this effort advances through the remaining PAL Stages. Thisincludes reaching out to states that have already enacted full modemizations to identify what the impact totheir ongoing programmatic and support costs has been post implementation. Stage 2 of the PAL processwill help the Department determine what ongoing savings may be realized by full systems replacement withthe ultimate goal of reducing or eliminating the ongoing need for the Ul program to rely on state GeneralFund support. This information will be used to plan and schedule future General Fund reductions asappropriate. This effort is the EDD's primary strategy to reduce the Ul program's dependence on theGeneral Fund for supplemental funding.

This request is consistent with and contributes to the goals outlined in the Department's Strategic Plan:

• Fiscal Stewardship: Responsibly managing our pubHc resources and aligning investments withstrategic goals. Furthermore, it speaks to pursuing projects with a positive return on investment.This proposal will meet this goal by reducing the overall costs to support the benefit systems.

• Sustainable operations: Aligning system operations, administration, resources, and business

processes with strategic priorities and budgetary parameters. This proposal will meet this goal byaligning the EDD's benefit systems under one technological solution. The proposal will integrateand consolidate benefit services and promote efficiencies to customers, program, and lT staff.

• Enabling lnnovat.Ion: Investing in our future by supporting appropriate business and technologysolutions. Furthermore, it speaks to seeking established business solutions that take less time todeploy. This proposal will meet this goal by implementing Business Process Reengineeringimprovements along with technology advancements that will provide both staff and customers amore user friendly experience when utilizing the EDD's benefit systems.

• Responsible Service: Negotiating clear commitments with stakeholders and focusing on priorities.Furthermore, it speaks to providing more efficient self-serv.Ices to our customers. This proposal willmeet this goal by providing additional online self-service options to the EDD's benefit customers.

D. Justification

The Employment Development Department currently operates three independent, non-integrated benefitsystems that rely on an aging legacy mainframe systems as well as external sub-systems, components,and extensive automated and manual workarounds to process daily workloads. Most of these antiquatedlegacy systems were built decades ago and have exceeded their useful lives. ln addition, many of thesesystems and components do not communicate with each other, and the associated subsystems and

3

Analysis of Problem

related databases must also be maintained and often contain duplicate or inconsistent data. Because ofthe decentralized and antiquated nature of the Department's benefits systems, program operations havebecome highly inefficient, costly to operate and maintain, challenging to manage, and ineffective .inproviding consistent experiences to customers.

Califomia's population growth and pending changes in unemployment due to economic volatility, willcont.inue to strain the Department's resources and make it increasingly difficult to meet customer servicelevels. To ensure the EDD is adequately prepared, the Department needs to act now to make program andtechnological changes to sustain these programs. The EDD is targeting completion of the Stage 2component of the PAL in 2017-18. Based upon the outcomes of the Stage 2, the 2018-19 resources will bedevoted to continuing the PAL process into Stage 3, and initiation of the System lntegrator procurement.The EDD will work with the CDT State Technology Procurement division and will engage an expert contractdevelopment and procurement consultant to assist in the development of an effective contract andacquisition strategy/plan for procuring a suitable solution.

The EDD continues to believe that the addition of lT Branch project managers and staff, and the addition ofprogram staff, is critical for the successful completion of the project planning phase while maintainingcurrent program performance. Dedicated IT Branch leadership and project support staff are now in place tomanage and direct project activities. Program staff have been recruited full time to focus on the PALactivities and pre-implementation efforts, and programs are backfilling to ensure the daily program dutiesare performed. Project oversight as required is being performed by CDT. A detailed workload justificationfor the EDD's staffing needs for 2018-19 activities is included in Attachment I. The following is a high-levelsummary of project activities planned in 2018-19:

Planned activities 2018-19:

• Complete Business Process Re-engineering effort.• Complete detailed-level requirements development on to-be business models.• Develop and submitthe Stage 3 artifacts to CDT.• Receive CDT Stage 3 approval.• Award the RFP consultant contract.• Initiate the BSM System lntegrator RFP development.• Continue technical pre-implementation activities (data preparation, interface documentation).

Vendors possessing unique skills with requirements extraction and IV&V experience are needed for Stage3 and the solicitation component of the PAL. A requirements vendor has been brought on-board due to thesize and complexity of the impacted systems. The three independent, non-integrated benefit systems relyon an aging legacy mainframe system as well as external sub-systems, components, and extensiveautomated and manual workarounds to process daily workloads. The existina leaacv system is made uD ofover 9,000 different COBOL programs and hundreds of other utility Droarams that all need to be identified,analyzed and documented as do the associated business Processes. The requirements vendor is workingclosely w.ith State staff in documenting the detailed functional and non-functional system requirementsassociated with all systems within the BSM scope, in support of the Stage 3 development and Systemlntegrator solicitation efforts.

Due to the complexity and enormity of the anticipated System lntegrator contract developed during Stage3, the EDD requires expert contract and solicitation development consultant services to ensure the Systemlntegrator scope of work is well thought out, allows for innovative approaches, and is based on currentsystems development best-practices. The solicitation and scope of work must cleariy define the Systemlntegrator vendor's obligations to successfully deliver the EDD and the State a comprehensive solution thatwill meet its needs. The solicitation must be crafted to ensure the State acquires the best value solution,with appropriate contractual protections in place.

The EDD will also establish an interface group that will identify, review, update, and/or create detailedtechnical specifications for each of the interfaces that are included in or impacted by the BSM projectscope. This detailed examination of existing interfaces will inform the BSM project team of critical interfacerequirements and optimization opportunities that will be a direct input into the Stage 3 and eventual System

4

Analysis of Problem

lntegrator solicitation documents, and prepare the project team for the intense interface design anddevelopment activities that will immediately follow the System lntegrator contract award.

The EDD will also establish a dedicated data conversion group that will identify, review, update, and/orcreate detailed technical specifications for the known (and as-yet unknown) data sources that are within theBSM project scope. The investigative and documentation work will include developing a comprehensivedata source inventory, identify data owners, create exhaustive database schemas, document Entity-Relationship diagrams, and establish comprehensive data dictionaries. Following the investigation anddocumentation work, the data conversion team will then begin the work to establish a central datarepository for all source data. This w.Ill involve creating repeatable data extract routines from each datasource that extract, transform (as needed), and load each data source's data into the central repository.Once the data is resident in a central repository, the data conversion group will work with the businessteam to analyze the legacy system data and commence development of legacy data cleanup routines toreduce and or eliminate the occurrence of excess and errant data that will be transferred to the Systemlntegrator. The business team will work with the data owners to perform as much data clean up as feasibleat the data source prior to the arrival of the System lntegrator. The data conversion group will also workwith the business team to create master data determinat.Ion rules that will guide the BSM project indetermining master data from the current legacy system landscape which contains duplicated datathroughout various systems. Due to the highly specialized technical skills necessary to successfullyprepare for a large-scale enterprise data conversion effort, the EDD has budgeted $300,000 for2018-19 to engage a Data Conversion consultant to assist and guide the Department through this effort.Data Conversion preparedness is critical to ensure the Department is ready immediately upon Systemlntegrator contract award to hand-off legacy data (in as clean of a state as possible) for conversionactivities into the new Benefit System.

By investing early in these initiatives, the EDD will reduce overall System lntegrator contract costs,increase techn.ical staff project buy-in, and significantly reduce implementation delays due to unexaminedlegacy data and functionality.

Existing Challenges

1. External Customers

• Limited Capabilities: Full service functionality and real time information is not available via theInternet and using smart phones.

• System Changes are Slow & Costly: The EDD cannot respond timely to customer, stakeholder,and legislative needs and expectations.

2. Department Program Staff

• Complex: The legacy system and new system combination requires more staff time to use andmaintain. There are many manual processes.

• Duplication: Multiple systems retain the same data and overlapping functions to ensurecoordination between disparate systems. This results in duplicate work efforts and constant datasynchronization problems.

• Work Arounds: Staff-built work-arounds (for example the use of 500 macros) in the legacysystem result in mission critical undocumented and unsupported processes.

3. Department Technical Staff

• Diminishing knowledge base: lT staff with legacy/COBOL system knowledge are not available.

• Expensive: High cost associated with maintaining both legacy and new systems.

Major Project opportunities

1. Benefits to Claimants:

5

Analysis of Problem

Full Self-Service options -Expands self-service options like the ability to manageappointments, view payment history, update information, and other tools that reduce staffintervention. Customers will be able to fully access and manage their claims online.

Improves Payment Processes -Reduces manual staff interventions, which reduces humanerrors and provides quicker processing to improve the timely payment of benefits.

Increased Service Levels During Economic Downturns -Self-service options allow forincreased capacity to process claims. Simplified automated claim processing requires lesstraining to bring new staff onboard.

Enhanced claimant Notifications -Newer systems provide options for email or text messagenotifications, which reduces high cost paper rna.ilings and postage costs.

Consistent Look and Feel Across Programs -Consistent design and common elements acrossprograms provide better usability. This improves the customer exper.ience for users who arereturning or transitioning between the Ul and DI programs, which is common.

• Increased Security Features -Provides an integrated identity management system that

provides the capability to print and mail notices with no Social Security Numbers or other formsof identification that could be compromised, while online services also reduce the need to mailconfidential information to customers.

• Online System Access at Any Time -Online systems provide customers with convenient 24/7access at any time of the day.

• Linked to Employment Services -Provides opportunity to directly link to employment servicesfor increased reemployment opportunities and other job search assistance.

2. Benefits to Employers:

• Provides Advanced Data Analytics -Systems provide data analytics that prevent, detect, anddeter fraud, which protects the solvency of the UI Trust Fund and reduces costs to employers.

• Improves Reemployment opportunities -Links between Ul and Employment Services mayreduce the duration of claims by getting claimants back to work quicker. This helps employersfill vacancies quicker and reduces the cost of benefits.

• Faster and More Secure Communications -Electron'ic communication options allow employersto respond to claim notices faster in a more secure system and can leverage existing mandatoryelectronic filing services.

• Reduced Errors -Electronic forms reduce common customer errors and can present clarifying

questions which allows the EDD to receive information faster to make timely and accuratedecisions without the need to obtain additional information, which can delay benefit payments.

• Improves Decision Quality -Information provided upfront at claim filing will be available to staff,which will improve the accuracy and timeliness of eligibility decisions and help maintain theintegrity of the UI Trust Fund.

• Simplified Appeals Processes -Online access to appeals will simplify the process of respondingto notices, viewing appointments, and receiving decisions.

• Improved Third Party Access -EIectronic systems provide more secure and easier access forthird party administrators, employer agents, payroll companies, and medical providers.

3. Benefits to the State/Department:

• Long-term Cost Savings to the State -A modern system is cheaper and easier to mainta.in andchanges can be made when needed. This will mitigate the legacy system issues currentlyexperienced and the State would avoid the costs of maintaining databases and systems that areoutdated and prone to failure.

6

Analysis of Problem

State of the Art Technology -Up-to-date technology means that systems will be more flexiblefor future upgrades and programs will be easier to maintain. Staff experienced with legacyCOBOL systems have been costly to find, recruit, train, and retain, and staff trained in newertechnology and methods will be more readily available and reduce overall costs.

Having one technology platform will reduce lT staff support costs as staff would only have onetechnology platform to support. Current benefit systems require different skill sets to maintainthe systems (COBOL, .Net, Structured Query Language and Database 2, etc.).

Easier to Update and Maintain -During the Great Recession, the EDD spent significantresources keeping up with the rapidly changing requirements of the federal Ul extensionprograms. The new system will be designed with this in mind, with greater flexibility that willallow the EDD to make the required changes quickly and easily.

E.

• Increases Ability to Respond to Workload Fluctuations while Helping the State MeetPerformance Standards -Because of the expanded self-service options, the Department canmore effectively deploy its staffing resources to perform other critical programmatic functions,including assisting claimants who can't use online services (e.g., language barr.iers, etc.). Thisallows the benefit programs to be more responsive to meet.ing customer demands as well asmeeting performance measures.

Outcomes and Accountability

The PAL is divided into four stages (Stage 1 Business Analysis, Stage 2 Alternat.ives Analysis, Stage 3Solution Development and Stage 4 Project Readiness and Approval) each separated by "gates" ofapproval. The gates provide a series of "go/no go" decision points. As additional information is collectedand refined through the lifecycle, the cost estimates, schedules and business objectives will beprogressively updated and evaluated to determine if the project is still practical and if the investmentshould continue. The estimated timeline for the BSM Stages are shown in Section G below.

A team of program staff, lT staff, and expert consultants need to be fully engaged developing Stage 3and performing solicitation activities during 2018-19. The requirements vendor contract began during2017-18 with services set to continue into 2018-19. The CDT will provide oversight of the BSM

project's activities and management processes throughout the PAL. The EDD will retain lV&V servicesto oversee the project's technical activitie.s including the continued requirements development andtechnical readiness activities. The EDD will acquire a contract and solicitation consultant to assist in thecreation of a strong System lntegrator contract that protects the Department and the State. The DataConversion consultant will help position the EDD for successful conversion of all legacy data into thenew Benefit System. Utilizing expert vendors is consistent with industry standards and meets bestpractices.

The EDD anticipates the BSM project will result in the creation, change, and deletion of businessprocesses. While the specific changes to existing business processes are not known at this time, theEDD will document and monitor all changes beginning in Stage 2 of PAL.

F. Analysis of All Feasible Alternatives

Proposed Solution

Continue with the PAL process activities for the BSM project that will allow the EDD to conduct the analysisneeded to replace the Ul, Dl, and PFL systems with one new benefits system that provides all functionality.

Pros:

1. Customer Experience

a. Offers a consistent look and feel across all benefit systems.

b. Offers an agile solution that efficiently and effectively meets changing customer needs.

c. Offers a single portal to the EDD's services for claimants and employers.

7

Analysis of Problem

2. Modern lT Solution, such as Commercial Off-The Shelf (COTS)

a. Proven and successful models already used at the EDD (Tax/Automated CollectionEnhancement System (ACES) and Work force Services Branch/CalJOBS).

b. Automatically enhance the system to deploy new technologies and conform to new federaland state program requirements and ensure we are following industry best practices.

c. Requires significantly fewer lT support staff (both vendor and for the Department).

d. COTS with Subscription based support is consistent with the direction the State lTleadership is moving.

3. Better Technical Solution

a. Provides the quickest way to replace the systems and least amount of risk.

b. Will mitigate legacy system issues including its ongoing support cost and sustainability.

c. Will provide one technology development platform; less complex.

d. Will mitigate data synchronization issues because the EDD will have one logical database.

e. Will eliminate duplicate logic/services, thus simplifying support.

f. The learning curve for Department staffwill be significantly reduced.

Cons:

1. With a COTS solution, the EDD program staff will need to adapt business processes to the selectedCOTS industry standard processes, instead of the EDD proprietary way. (Tax Branch made thiscompromise to implement the ACES and ach'ieved huge benefits).

2. Potential cost of project from project planning through actual development.

AIternative 1 Status Quo with Selected Enhancements

This alternative would require enhancements to the system to eliminate the Social Security number as anidentifier at a cost of $23 million. The Workshare claims process is currently a manual paper processinvolving a specific type of claim. These expensive enhancements would still require maintaining theexisting outdated legacy system.

Pros:

1. Staff have been trained in the current systems and have an understanding of processes in place.

Cons:

1. Continue to invest in systems that have no long-term sustainability.

2. Legacy solution will not be sustainable beyond the year 2020 or the cost of supporting the legacysolution will outweigh the return in value.

3. Benefits systems are very specialized, custom applications. The ongoing support costs will continueto increase.

4. Enhancements like changes to SDI from Assembly Bill 908 (Chapter 5, Statutes of 2016) will betime consuming and costly because multiple systems need to be changed and tested.

5. Problems we have today stay; they do not get resolved.

6. The EDD's benefits data will continue to be stored in three separate and different data repositories.

Alternative 2 "Piecemeal Approach"

This alternative would continue the process of incrementally modernizing each benefits system separatelyusing the "piecemeal approach".

8

Analysis of Problem

Pros:

1. The EDD systems will eventually move off of older legacy systems and move to supportabletechnology. However, the time frame is unknown.

Cons:

1. Slower to modernize with this incremental approach than if wholesale replacement.

2. Additional bolt-on, throw-away programs and processes will be needed to bridge gaps duringpiecemeal development.

3. Workarounds will still be needed until all systems are modernized.

4. There will be conversion and synchronization issues between the separate systems and databasesw.ith each incremental p.iecemeal modernization.

5. The solution will still be customized; contain duplicate logic & services.

6. Organizational and cultural changes that promote process efficiency will be more difficult toimplement than if we do a one-time replacement.

G. lmp]ementation Plan

The table below outlines the major tasks for the BSM project.

BSM High Leve I PAL Schedule

Task Estimated Completion DateStage 1 -Business Analysis November 2016 (Complete)

Procurement for Requirements Vendor June 2017 (Complete)

Procurement for lV&V vendor December 2017

Procurement for RFP Vendor March 2018

Stage 2 -Alternative Analysis June 2018

Stage 3 -Solution Development December 2019

System lntegrator Procurement April 2021

Stage 4 -Project Readiness and Approval July 2021

H. Supplementa] Information

This proposal includes costs for contracts estimated at $3.1 million for 2018-19. Contract services areincluded for a requirements vendor, project oversight by CDT, lV&V vendor services, solicitationdevelopment, and data convers.Ion consultation.

I. Recommendation

The EDD recommends approval of this BCP to provide funding and positions to continue PAL activities forthe BSM project. lt is imperative that the EDD develop new and innovative ways to complete .Its work withlimited resources. The automation of manual claim processing, coupled with expanded online customeraccess, is the only way to ensure the Department can meet the increased demand for services in a futureeconomic downturn. Building these services now will greatly minimize the impact a recession can have onthe delivery of critical benefit services.

9

EDD Benefit Systems Modernization BCP

IT Branch Staffing Justification

Attachment I

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Statewide lnformatlon Managemen aAdvisetotheDeputyDirectorinaHareas related to the Benef.lt Systems Modernization Project, and make decisions on operational issuestliataffectcustomerdepartments.MeetwiththeEDDExecutiveLeadersliipTeamtoaddressenterprise-widerisks,issues,ands.ignificantpolicychangesforthenewbenefitssystem.Serveastheprimaryliaisonbetweentheproject,theProjectSponsors,andExecutivecommittee,andmakesenterprise-WidedeCiSionSt°reS°'Ve.'SSueS.,Etb,.hthebusinessandtechnicalguidelineS/POl.ICY

238

lead the BSM team to successful completion ortlieCDT's ProJectApproval Lifecyce. s a isrelatedtotheBSMproposal.Leadstakeholderengagementandobtaintheircommitmentto the proposal. Ensure that aH team membersliavein-depthknowledgeoftheaffectedbus.inessprocesses,businessflows,andtechnicalsystems,andarecommitted,andfullyengaged.Ensurethatandocumentat.Ion.iscompletedaccordingtothePALguidelinesandadheretoSAMandSIMM.Maintainopencommunication*tSh\raentdnae`nT:`t°t°hCeucmo=npèar=`t==:So`,U=`,lVc'r=t`,Cc=i°*rVt`='s?=o=;iinat-e°iffortstoresolveissuesrelatedtootherdepartmentaleltortS.Malntaln

522

business continuity during the planning stages of the PAL. kl d rsi htthroughoutalll.ifecyclephasesofthe

Responsibleforprojectmanagement oversight and resources managementand wor oa ove gCaliforniaDepartmentofTechnology'sProjectApprovalLifecycleprocess,andsubsequentBSMsystem implementatiom Ensures that theprojectremainsonschedule,withinbudgetand.tsresponsibleforproperlyidentifying,in.itigating,andmanagingprojectrisksthrougliouttheprojectlifecycle.Overseeandprovidepol.Icydirect.Ionforthenewbenefitssystem,includingincidentreportingandresolution,trackingcustomerissuesandmanagementofoutstandingissues.Coordinateproject-relatedissueswithotherefforts,reviewsandresolvesprojectissuesnotresolvedatlowerlevels,anddirectstheprojectmanagementfunctions.Overseetheworkofmult.Iplecontractvendors.tlieareasofpersonaldata,claimdata,

428

Ensuresthethree EDD programs (Dl, Ul and laxBranches) utilizecommon data practices inaccountingpract.Ices,andemployerinterfacesEnsuresnewlTpol.Iciesandpracticesaredefined and ut.ilized enterprise-wide. Oversees andprovidespolicyd.irectionfordatabasemanagementincludingplanning,log.icalandphysicalmodeling,datatablepreparationsandmanagement,processes,documentation,andsupportfordataaccessperformanceanduseactivities.Establishpoliciesthatw"Ideterminewhenandhowthenewsystem'sfunctionalitywillbedeployedtostatewideEDDoffices.Establishpolicesthatwilldeterminehowthenewbenefitssystemwillcollect,trackandreportdatatostateaiidfederalagencies.Directsandpart.ic.Ipatesintheformulationofpoliciesforftatewide

333

tlie delivery o serVICeS S c.E.A. BTotal 1,711

EDD Benefit Systems Modern.ization BCP

IT Branch Staffing Justification

Attachment I

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Sly 2018-19Hours''-gr5ÈL*1}1fa'::``jr:St?:.ELtr?``.;t`,I I.L`r.

|llll|'''''''''''''Ill_ t[ dr

.E!,+B.Mad.I!inRE;.Bfa§i.ee`t::ng.a.`P.àgeÈ#t*ÈiREREiFS*`ffi§iEL3RERE , `frr+t,a-chELrs6`tSREERE§_+{!=+fro`kt.tut:#.1-.-¥±#rd\wì,J;+lit,.„'r_RE*r.h`:i*pqth``,%`.g*g,,.ngtRE. ``ffl ,,.. yPlan,direct,andoverseetheBSMProjectthroughtheProjectApprovalLifecycle(PAL)Stages2to4andthrough implementation of theBSMproject.TheProjectManagerisresponsibleforensuringthatPALdeliverablesandartifactsaredevelopedinaccordancewiththeStatewideInformationManagementManual(SIMM),theprocurementdeliverablesandactivitiesaredevelopedandconductedinaccordancew.IththeStateContractingManual(SCM),andthataHdeliverablesandfunctionalityareachievedasdefinedinthecontract andprojectplansandareinaccordancewiththeStateAdministrativeManual(SAM)andmeetindustrystandardssuchastheProjectManagementBodyofKnowledge(PMBOK),thelnst.ituteofEIectricalandElectronicsEngineers(lEEE),theCaliforniaProjectManagementFramework(CA-PMF),andtheEmploymentDevelopmentDepartment's(EDD)ServiceDeliveryDisciplineProgram(SDDP).hIfctionsinformationsystems

86

OverseeaHoperationalelementsoftheBSMProjectthatincl'udeawldevarietyofinformatlontec noogy un , ,technologydevelopmentandintegrat.Ion,plaIìiingandconsultingandsystemsintegration.ResponsibleforoveraHprojectmanagementandcoordinationofresourcesandworkloadthroughouttheProjectApprovalLifecycleandtheSystemDevelopmentLifecycle.ResponsibleforthedevelopmentofdocumentsrelatedtotheProjectApprovalLifecycle(PAL)process,Stage/Gatedeliverables,procurement/solicitationdocumentation,SpeclalProjectReports(SPRs),BudgetChangeProposals(BCPs),andPostlmplementationEvaluationReports(PIERs).Responsibleforprocurementeffortsandlegislativereportingandaudits.Interpretcontrolagencyguidelinesandpol.lcies.Communicateassumpt.Ionsandconstiaintstocustomers,technicalstaffandmanagers.Developprocurement/solicitationdocumentationasrequiredsuchasRequestforProposals(RFPs),Requestforoffers(RFOs),InvitationforBids(lFBs),RequestsforInformation(RFls),StatementsofWork(S0Ws),andWorkAuthorizations(WAs)documentation.EnsuretheprojectfollowsstateandEDDguidelinesforcontractacqu.isitionandmanagement.Providesadministrationoftheprocurementprocess.Workcloselywithcontrolagencies,auditentities,andvendorsinsuppoitoftheProject:DepartmentofGeneralServices(DGS),DepartmentofFinance(DOE),CaliforniaDepartmentofTechnology(CDT).rna.intainseffectiveworkingrelationshipswithinternalandexternalstakeholders.

372

EDD Benefit Systems Modernization BCPIT Branch Staffing Justification

Attachment I

SFY2017-18 SFY2018-19AuthorizedRequiredpysPY,sDESCRIPTION Ol= TASl{S I d. rovidingdirectiontoeach program

Sly 2018-19Hours

Respons.lble for the operational and administrative functions related to project management, inc u ing parea,ensuringthatthecustomershavethecapabilitytoperformtheirrequiredbus.inessfunctionsandensuring that aH data requ.irements,scheduledates,etceteraaremonitored.EnsuresactivitiesareconsistentandsupportiveoftheoveraHeffortandrequ.lrementsofthevariouscustomersareaccommodated.Ensuresstatusisreportedtoanaffectedpart'icipantsonatimelybasis.Performafunrangeofprojectmanagementactivitiesincluding,butnotlimitedto,projectintegrationmanagement,timemanagement,scopemanagement,schedulemanagement,qualitymanagement,costmanagement,humanresourcemanagement,riskmanagement,andcommunicationsmanagement.EnsuretheProjectremainsonschedule,withinbudgetandrisksareproperly.Identified,mitigatedandmanaged.Provideleadersh.ip,managementandd.irectiontoanorganization(state/contractorteam)toensureprojectobjectivesareaccomplished.Utilizeknowledge,skills,tools,andtechniquestoprovidestrateg.iestomeetprojectrequirements.Reviewandrefinedeliverablesforaccuracy,consistency,andcompleteness.Identifyanddocumentprojectscope,businessobjectives,successcriteria,assumptions,constraints,anddependencies.Defineprojectdeliverables,activities,androlesandresponsibilities.Developprojectplans,schedule,andbudget,tailoringthemethodologytoreflectprojectneeds.ldeiitifyrequiredresourcesandobtainagreementonstakeholdercommitments.Ensuretheprojectplansareapprovedandbasel.ined.Identifyandreviewtlieprojectrisksandestablishmitigationprocedures.Identifyprojectissuesandestablishact.Ionitemprocedures.Fac.ilitateprojectmeetingswithbusinessusers,projectteams,steeringcommittee,executivemanagement,governanceboard,andexternalstakeholders.Negotiatewithprojectsponsorsandparticipantstoensureoutcomesareinaccordancewithprojectobjectives.Evaluatetheresultsofqualityassurancereviews.Conductchangecontrolprocessesonprojects(asrequired).Conductprojectcloseoutactivitiesanddocumentlessonslearned.•fmationtechnologyissues.Developand

457

Provide high-level technical advice to customers on a wide variety of complex and sensltive in ormaintaineffectiveworkiiigrelationshipswitliandensures.Interestsaremetforadiversegroupof stakeholders through cha.iring, managingandmaintaiiiinganumberorganizationsEstablisliandmaintaineffectivecommunicationsataHlevelsoftheorganization;EmploymentDevelopmentDepartmentandkeyprojectstakeholders.Developandpresent.Informationtostateandotherprojectstakeholdersonallongoingbasistokeeptheminformedofprogress,issues,statusandrisks.DtDirectorCommunicate

86

Work collaboratively with the lTB ManagemeritTeam, brief and advise tlie Project Director and the lT epu yeffectivelyinordertodevelopandmaintaineffect.lVLEri±rat'Veworkingrelationships.costest,mation allocation and distribution86

ResponsiblefordevelopmentandmanagementofBSMcostingmodelstosupportthenecessary ,tothesupportedprograms.Maintainthecostmanagementsystemtocollect,allocate,estimateanddistributecosts across multipleentities;developauditedcostreportingformanagementdecis.Ions;developandmaintainreconciliationprocessestoensureaccurate costassignmentstovariousEDDprograms.156

EDD Benefit Systems Modern'ization BCPAttachment I

lT Branch Statt.ing Justltication

FY2017-18 SFY2018-19\uthorizedRequiredpyspY'sDESCRIPTloN OF TASKS I d t Ensurethattheservice

Sly 2018-19Hours

Work in conjunction with the Project Director lo lead the development of each fiscal year s project bu ge.descriptionsandmethodolog.Iesaredocumentedandreflectcurrentservicesofferedandassociatedcosts; reviewing prior year projectbudgetsandexpenditurestoaccuratelyforecastfutureyearbudgetneeds;reviewingoutstandingfiscalrequeststoensureadequatebudgetremainstofulfillexistingobligat.Ions;workwitlithelTBtoidentifyandpriceaHinitialandon-goingtechnicalarchitecturecostsAnnuaHypreparetheBSMbudgetchangeproposaltosecureoil-go.Ingfuiid.ingtosupporttheBSMproject.tortstoensureallcostsare

156

Review and reconcile BSM expenditures with the approved project budget; review monthly BSM cos repaccuratelychargedandreconc.ileany.Incorrectc.hargestotheirproperaccountstoensurecostsaredistributed fairly and accuratelyaccord.,ngtotheirfundingsourceacroSSallP±PL±tr:butet°BSMC°StS.Itkehoiderspreparebudget 156

Effectively communicate BSM costs and cost distribut.Ion methodologies to EDD leadership and extema s areportsforvariousstakeholderstovariouslevelsofdetailsbasedonstakeholderneeds.Updatereportsmonthly. DPM lllTotaI 1561,711

I .I.` iRE;53sH±RE'-aS:.ng¥RAtt.1:*ì-ì`.`'r,I I a.-i.-t. ` -L3+r.I.3E. . I givari'`¥`'-F--I..43>u.`HLTRE.r*#t. -` u.*es~. €<BELH±RAt,]=_.``:.88

..i;:ì`€:i..,'LS,{..`1;I;i,,6`'10.I-: I, ` .I:lriTiO i.¢y',g±§ife`gk§~6,i€jarul`=`H¥wa_S.gjEF,¢cigJ.i,asS~Fj`lj3{5*u.Pè[qv,I_Sas`y) -TercHH,I.Ca!.i,.ear.Pffit„ ,`` PTage.S ife , pr.Tp! p.»xpe.tTechn.icalArchitectureDesign-Determineconfigurationandphysicalplanningforsystems,network, and software as related to technicalarchitectureprojectsandtasks.Evaluatevendorsoftwareandhardwarepackagesandcoordinatetheprocurement.Research,plan,des.ig"develop,andimplementtlieBSMtechnicalinfrastructure.lnclud.inghardwareandsoftwaresuchas:enterpr.lseservers,firewalls,redundancy/failoverhardwareandsoftware,virtualservers,operat.Ionsystems,backupsoftware,securitysoftware,filteringsoftware,etc.din.tnance-Design.Install,andleadthearchitecting;ri:ja``;:,`jr:+;l`Lr..I..xJ.1..I. ` , `. I.

AdvancedServerVirtualizationAdministration,Development,Implementatlonan aln e ,ofhigliperfouiiaiiceviitualclusteredniulti-tit:IapplicationsacrosstheEDDenterpriseLeadtheimplementation of solutions to reducestoragerequirements,simplifydatamanagementandimprovethespeedofbackupandrecoveryoperations.Utilizethedeploymei"ofclusteredvirtual.tzedinfrastructurestoprovidescalableparallelaccesstoenterpr.iseresourcesd.istributedamongmultipleserversandlocations.Itdro.ectsDevelopmaintain,and88

Deploymentoperations-Actasprojectleadfordeploymentandtechnologicaloperationsrea e p J ,implementsystem,network,secur.ity,databasedeploymentprojectplans.Overseedailyprojectworkperformedbya technical architectureprojectteammakingworkassignments,clianges,orrecommendationsasnecessary.Workw.Ithtechnicalteammembersinvolvedintheprojectandcommunicateinatimelymannertoresolveanyissues.ResearchlTstandardsandmethodologiesandimplementefficientdeploymentprocesses.ProvideSubjectMatterExpertinputondeploymentproceduresandbeabletoconveytomanagers.IdentifybugsorerrorsindeploymentandcoordinateroHbackorfixinatimelymannerwhileinformingManagersandtheReleaseManagementTeam.Writedocumentationofproceduresandmaintain,throughthelifecycle,soteammemberscanfollow.Createandmaintainatask

44

summary and detailed status reports for deployments as needed.


IT Branch Staff.ing Justification

Attachment I

;FY2017-18 SFY2018-19AuthorizedRequiredpysPY,sDESCRIPTION 0F TASKS I ' databasetechnology

SF:Y 2018-19Hours

Advanced Database Administration -Des.Ign, ilistall, monitor and maintam all aspects of the BSM so utlon sImplementandmaintainmulti-nodedatabaseclusters.Maintainstorageandnetworkrequirementsforthe health of the cluster(s).Performthemostcomplextaskstooptimize/enhanceBSMdatabasesaccordingly;includinghardwareandsoftware;suchasenterpriseservers,firewalls,redundancy/failoverhardwareandsoftware,virtualservers,operat.Ionsystems,backupsoftware,securitysoftware,filteringsoftware,etc.Manageserverpoolservlcesforautomat.icdatabaseworkloadmanagement.Virtualizes.lngle-instancedatabases.

263

Consolidate servers to improve performance and reduce costs. d t ll wthetransferofdataboth

FileTransferand Security-Develop, implemeI`t and maintain complexsecurltystrategles and metho s o a owithinandfromtheEDDnetworktoexternalstakeholders.LeadtheuseofbothFileTransferProtocol(FTP)and Secure FileTransferProtocol(SFTP)tosimplifythesend.ingoffileslointernalandexternalclients.leadthedevelopmentofbothpublic,pr.Ivateandhybridcloudenvironmentstoensureflexibledeploymentoptions.EnsurethattheEDDisincompliancewithaHgovernmentencrypt.Ion

44

requirements. Lead the automat.Ion of file traiisfers for.Integration with the business processes.SystemInterfaceDesign-Provideexpertlevelknowledgethroughmentor.Ing,trainingandleading technical staff in the designing, coding,andimplementat.IonofBSMsysteminterfacearch.itecture.Consultw.ithEDDclientsandexternalpartnersonthemostcomplexrequestsforsharingEDDdata.Leadthedevelopmentofdetailedinterfacespecificatioiis.Designcomplexprogramsaddressingtheidentifiedclient/externalpartnerneeds.DevelopthemostcomplextechnicaldocumentationofinterfacesrequiredtosupporttheBSMsolutiomLeadaHBSMtechnicalactivitiesassociatedwiththedevelopment,maintenance,andmoiiitoringofaHinboundandoutboundsysteminterfaces.ProvidequalityassurancereviewsofaHchangestointerfacestoensurethattheestablisheddepartmentaltechnologystandardsaremainta.inedandthatchangeshavebeenthoroiighlyvettedpriorto.implementation.Dinanddeveloprepeatableand

351

Data Conversion Development-Leads the development of all data conversion preparation activities. es gdocumenteddataextractroutinestocombintiaUBSMdatasourcesintoasinglerepositoryforhand-offto a BSM system integrator Leadsthedesignanddevelopmentofrepeatabledataclean-uproutinesatthevariousdatasourcestoensurethehighest-qualitylegacysourcedataisavailableforconversionintotheBSMsolution.leadsthedesignanddevelopmentofdatanormalizationprogramstomaxim.izethe

350

efficiency of converted data reducing or eliminating duplicated data. h t lationtotechnicaldesign

Data Documentation-Leadtheidentification alid technical analysisforall BSM data sources and t e ransspecificationsfortheBSMlogicaldatamodelLeadsthetechnicaldevelopmentofaHdatasourcedatamodels, database schemas, datadictionaries,anddataCOlliSionrules..thcuritstandardsbasedon 175

SystemSecurity-Identify, designrdnd manage all system userrightsand prlv"eges in conformancewi se ydocumentedroles.EnsurethataHsecurityperriiissionsforaWusersconformtotheorgan.izat.tonalandStatesecurity polic.les and privacylaws.Modifysystemsecur.Itvrequirementsasiiecessary.Tra.Inusersandpromotesecurityawarenesstoensuresystemsecurity.Develop88

and coordinate implementation of system security plan.

Attachment IEDD Benefit Systems Modernization BCP

lT Branch Staffing Justitication

201819

SFY Z017-18 SFY2018-19AuthorizedRequiredpyPY,sDESCRIPTION 0F TASKS I t. tasks and deliverables are managed.

SlyHours

S

Project/Contract Management -Perform project management to ensure project plans are comp e e,Managecontracts/contractorstoensurestatementsofwork/contractdeliverablesaremanaged,t.imelines are met, and dellverables areblPfinorrovideoversightforacceptancetesting,andensureinvoicesarepaidaccordingtocontractrequirements. 88

afr ccepta e. eror pDocumentation-Facilitate technical staff development of required documentation to ensure that aH standards and procedures areouowedandaHanalysis,systemrequirements,design,development,andtestproceduresandart.ifactsaredocumented,reusable,and iseadllyavailabletostaffandinternalandexternalpartnersrequiringtheinformationProvidethefinalrevlewofaHdevelopedsystemdocumentationbeforePreSentat.'°nt°management.dEDDExecutives.coordiiiate,Organize/and

8844

Reporting-Update and submit var.Ious status reports to BSM, Branch management, andsentationsasneCeSSary. )Total1711

facilitate meetlngS an Pre systems software Speciallst lll (SuPerVISOrYp`.`.`.L`=..+i",-tta--.`.fitwJ~-.qifeu-!~`<ce:urrs'iwii3REwgq[#iT+i?¥;,a"`{:i-?JiL`*;|I_?,;.S=€h¥#i!..g:```}£Tij`Sffl,rmgr€,.xp,LasLifxp:ffii:itLJ:!'ti`:rFtF,prTSàs----ùL....eaeffi!£RERE§RE.*FRE':gas

REi$3Lt~fi,*rg-3`LifgT'ti.;.-:,.-;i1S`.iL.::lS`,',r&Lr

•l,,. .. ,"" .,IL,i..I, ` -i',.-,li,`'- ..,,i._-,[`-,;-,'',i.?6§ì¥.f`rEL§[ii:V:i_C.t9L§JiMAa±n~?g?`.rri`lLl.:..`-rs+,a.H_§.in,E_§..SmrELgJ_e.C . `..,.g._4 ¥ ,,##,w„+ut`, ni,,.ServesastheBusinessProjectManager(BPM)fortheBenefitSyste.tis Modernization (BSM) projecHespons.ible for planning, directing, anoversee.IngthebusinessprojectactivitiesthtoughtlieProjectApprovalLifecycle(PAL)Stages2to4andthroughimplementationoftheBSMprojectLeadthemostcomplexbusinessprocessre-engineeringlnformat.IonTechnology(lT)effortsandresearchEmployswldeexperiencetnanalyzing,developingandsupportingconiplexenterprisebus.inesslTsolut.Ionsbaseduponmainframe,client/server,N-Tlerandweb-basedSYStemS.b.ttterexpertresourcesass.ignedtotheProjeCtf°r

211

Responsibleforthe managementand mentoringofall BSM ProJectprogram sU Jec rnaplann.lng,developlng,andmaintainingtheBSMenterprisesoftwaresolution.ldentify,establish, and lead the business activ.ities required tomodernlzeandconsolidatetheEDD'sexistiiiglegacyenterpriseapplicationsandsystemsforUl,Dl,andPFltoensureprojectgoalsandobjeCtiVeSaremet.dtsi,a.,sonbetweenthepi.ojectbus'lneSSteamandtheP'.°jeCt 117

Serve as program liaison forbusinessanalysts and customers an ac s aManager.TheSSMIIlwillalsoworkcloselywithotherorganizationswithin and external to the EDD to supportthe BSM project programneeds.kIidrsatalllevelsusingworkProduCtSSuChaS141

Ensurethattimely and ongoingcommunicat.Ion is provided to variouscustomersand sta eio evisionandroadmap,productsandproject'sstrategypresentations,executivepresentations,and stakeholder communications. EnsureappropriatecommunicationplansaredeployedforaHnewapplicationsandsystemschanges.•tbusinessissuesnotresolvedatlowerlevels, 328117

Coordinates project related program issues with other efforts, revlews and resolves projecescalatesdecisionsandissuesasneeded.Assignprojectsanddelegatesresponsibilitiesasneeded.Mon.ttorscheduleperformanceforprogramact.ivities;driveaHEDDbusinessassignmentstotimely completion; develop corrective actionplansforschedulevarlances;workwithProjectManagertocoordinatecorrectiveactionimplementationacrossproject.Developrelevant•dmonthlyreportsontheirprogress.

281

key performance Indicators (KPls) and provl e

EDD Benefit Systems Modernization BCPtificat'lon

Attachment I

lT Branch StatllngJustiTication

SFY 2017-18AuthorizedPYs Sly 2018-19RequiredPY'sDESCRIPTION 0F TASl(S A St 3 ProcuremeiltDevelopment(S3PD),

Sly 2018-19Hours

Contribute program expertise to the complelion of the BSM Stage 2 Alternatlve Analysis (S2A ), ageSystemlntegratorProcurement,andStage4ProjectApproval(S4PA).ParticipateinthewritingofBudget Change Proposals (BCPs) fortffinandconsultingneeds. 94

SagLeadthe development of complete program functional requirements for the BSM solution. Partnerwitl` clients and lT management toidentifyopportunitiesforopt.imizingbusinessprocessesandworkflowautomation.Developsandmainta.insh.ighlycomplexsystemdocumentat.Ion.Authorhighqualitydocumentssuchasconceptpapers,projectproposals,requirementsdocumentatio"statementofwork(SOW),etc.Serveastheprimarybusiness/programlia.isonfortheBSMprojectwitlitheBSMSystemlntegrator.innaerlllTotal

4221711

StaffServlces a g ,

::::::::::::::::::::::,:;::::::::%::::;:::;:::::a:::::i::`::i:::::::::;?:I:Ff=?apFi¥¥:IIf::broject in a n ager to pla n , d irect' o rga n ize'rhn+ml aH wnrk activities. Perform a fuH range of project activities including, but not limited to, project.Integration management, time_____ ________-nt. r.:acontrol all work activities. pertorm a lull range oi pluJt:|i ciliiv..It=J ,,,L.uu„,b, ,__`.._` ,.

management, scope management, schedule management, quality management, cost management, human resource management, risk

management, and commun.ications manageii`ent. Identify and document schedule dependencies, assumptions, and constraints. Use

prescribed best practices and accepted methodologies to document deliverables, i.e.: change control, version control, requirements statustracking, and requirements traceability. Research, develop, and implement project management and business process reengineering

methodologies, based on the Californ.`a Project Managemeht Framework (CA-PMF), EDD's Project Management Methodology (lT/PMM),

and industry best practices. Collaborate with technical staff and bus.iness partners on project management activities. Works collaborat.ively

w.lth the BSM management team, briefs and advises the project manager. Develop various project communications and reports; develop

responses to legislative reports and/or audits.

Interpret control agencyFfir;;;;;;it;i;;;;i;=i;i;=i;;Iifi=i75ii5fiFEiSifiif5IE€{TP roj ect Ap p rova I Lifecycle ( PAL) p rocess. in te rpret con troi dBeiguidelines and polic.ies related to aW PAL compotieiits. Communicate assumptions and constraints to customers, technical staff andI ri---J~-.^ |^l:„^r`L`la. Dranara write_ and assist in the EDD'S reVieguidelines and pollcies reiatecl to all r^| |uu,I,u„c„`J. +v,..,.,_...__`_ ___ _managers. Develop documents related to the PAL process and Stage/Gate deliverables. Prepare, write, and assist in the EDD's review and

approval of PAL deliverables, Special Project Reports (SPR), Supplemental Budget Requests (SBRs), Budget Change Proposals (BCPs), and

Post lmplementation Evaluation Report (PIE Rs).

EDD Benefit Systems Modern.ization BCPAttachment I

lT Branch Staff.lng Justitication SFY 2018-19

SFY 2017-18 SFY 2018-19AuthorizedRequiredpysPY,sDESCRIPTloN 0F TASKS tivit.Ies assoc.lated with business

Hours

Requirements Development & Management-Manage scope forsubset of BSM programs. Facllltate acprocessanalysis,improvement,re-engineeririgasitrelatestotherespectivebus.inessorgan.Izat.IonsActs as the advanced technicalspectalistperformingcomplexanalyticalstudlesandactivitlesandperformsbusinessanalys.Is.Provideexpert.lseinthedevelopment ofprojectmanagement,enterprisebusinessanalysis,andbuslnessprocessreengineeringstandards,policies,practices,andprocedures.Utillzeasetoftasksandtechniquestoworkasaliaisonamongstakeholderstounderstandtliestructure,policles,andoperat.IonsoftheEDDandtorecommendsolutionsthatenablethedepartmenttomeetitsgoals.ProvideleadershiponcomplexlTbusinessanalyslsandprocessreeng.lneeringefforts,includ.ingaHphasesofrequirementsdevelopmentandrequirementsmanagement.Performrequirementsdevelopmentincludingtheexecutionofthefollowingactivitleselicitatlon,analysis,specificationandvalidation.Provideanalysisustngtechniquesandtoolssuchasdataflowmodeling,usecaseanalys.is,workflowanalysis,functionaldecomposltionanalysis,datamodeling,objectmodeling,Storyboarding,etcEnsureI)iisiness/technicalre?ulrementsandobject.ivesareclearlyunderstood,arefeasible,andhavestakeholdercommltmentldentifyanddocumeiitaHneededrequirements(business,user,system,functional,non-functional,workflow,performance,report,etc)andbus.inessprocesses(as-is,to-be,gapanalysis)todevelopasolutionthatbestmeetsthebuslnessneedMainta.incurrentknowledgeofevolving.Industrytrends,bestpractices,andstandards.Prov.idegu.idancetothebusinessanalysisteam,projectmanager,andcontractedth.ird-partystaffduringtheplanningandevaluationphasesofprocessimprovementFac"itateJointapplicatlondes.lgn(JAD)sessionswithinternalstaffandexternalagenciestogatherbusinessandtechnicalrequirements.CoordlnateuserandmanagementapprovalofaWbusiiiessaiidfunctionalrequirements.Meetw.ithtechnicalsubjectmatterexperts(SinE)toensurethatrequ.lrements,behav.ior,anddesignarebeingrepresentedinthedevelopedsolutions.•edsuchasRequestforProposals

571

Procurement & Contract Management -Develop procuren?ent/sol'lcltatlon documentatlon as requlr(RFPs),Requestforoffers(RF0s),lnvitat.IonforBids(lFBs),Requestsforliiformation(RFls),Statements of Work (SOWs), and WorkAutliorizat.Ions(WAs)documentationEnsuit>theprojectfollowsstateandEDDguidelinesforcontractacquisitionandmanagement.Providesadministrat.IonoftheprocurementprocessfortheBSMsystemintegratorandvarioussupportcontracts.Workcloselywllhcontrolagencies,audltentitles,andvendorsinsupportoftheProject.DepartmentofGeneralServices(DGS),DepartmentofFinance (DOF),CaliforniaDepartmentofTechnology(CDT)Evaluate,develop,andproposerecomtTiendedtechnologyanddatasolutions.fationSystemsAnalyst(Specialist)Tota

951I3,423

Senior ln orm

Attachment I

EDD Benefit Systems Modernizat.Ion BCP

lT Branch Staffing Justification

SFY 2017-18AuthorizedPYs SFY 2018-19RequiredPY,sDESCRIPTION OF TASKS .. . ®. -:`` I.`® '`.,t¥¥Er,S`+?¥f:RE`'t':R.¥*'g*..'Wianr##.``iJ`.,%: ¥E.,I-\ ... ; I ff a -` E-JIM... ,`'"id.3~ff%i+I.±#er¥. .'`` E

Sl=Y 2018-19Hours

qq_~` w, rf i+Tegiv*--S# 9E. ~rEE3r -§is E€iallst -Jp,roJe€t++ algm`'4i.4pF.m§~ FFgw~ - ze and control

856

Project Management-Provides project management assis anc.aHworkactivitiesAssistwithafuWrangeofprojectactivities.Including, but not limlted to, project Integration management, timemanagement,scopemanagement,schedulemanagement,qualitymanagement,costmanagement,humanresourcemanagement, riskmanagement,andcommunicationsmanagementFollowprescribedbestpractlcesandacceptedmethodologiestodocumentdeliverables,Iechangecontrol,versioncontrol,requlrementsstatustrack.mg,andrequirementstraceab.ility.Assisttechnicalstaffandbus.lnesspartnersonprojectmanagementactivit.iesWorkscollaborativelywiththeBSMmanagementteamDevelopvar.Iousprojectcommun.lcatlonsandreports;developresponsestolegislativereportsand/oraudits.I.tArovalLjfecycle(PAL)process.Communicate

Project Approval lifecycle -Assists the lead analysts for tlie BSM ProJect s ProJec ppassumptionsandconstraintstocustomers,technicalstaffandmanagersResearchprinciples of approval for lT projects, state budgetprocess,projectmanagement,andinformationtechnologysystemsdocumentat.IonDevelopdocumentsrelatedtothePALprocessandStage/Gatedeliverables.MaintainanunderstandingofEDD'sbusinessenvironment,ava.ilabletechnologies,andIndustrystandardsrelatedtotheneedforinformationsystemsresourcesandservicesPrepare,write,andassistintheEDD'sreviewandapprovalofPALdeliverables,SPR)SulementalBudgetRequests(SBRs),BudgetChangeProposals(BCPs),andPostlmplementationEvaluatlon

1,045

RReePq°u::::EeRnSt:.Development & Management_Assist with activitles associated with bus.lnesS Process analySIS. lmPr /asitrelatestotherespectlvebusinessorganizatlonsProvidesupporttotheadvancedtechnicalspecialistsperformingcomplex analyticalstudiesandactivitiesProv.ideass.istance.inthedevelopmentofprojectmanagement,enterprisebusinessanalysis,andbusinessprocessreengineeringstandards,policies,practices,andproceduresUtill7_easetoftasksandtechniquestoworkasallaisonamongstakeholders tounderstandthestructure,policies,andopelatlonsoftheEDDandtorecommendsolutionsthatenablethedepartmenttomeetItsgoalsProvidesupportoncomplexlTbuslnessanalysisandprocessreengHieeringefforts,includingaHphasesofrequirementsdevelopmentandreciuirementsmanagementPerformrequirementsdevelopmentsupportfunct.Ionsincludingtheexecutionofthefollowingactivitieselicitation,analysis,specif.lcationandvalidation.AsslstwithtliedocumentationofaHneededrequirements(business,user,system,functional,non-functlonal,workflow,performance,report,etc)andbusinessprocesses(as-.is,to-be,gapanalysis)todevelopasolutlonthatbestmeetsthebusinessneed.Providesupporttothebus.inessanalysisteam,projectmanager,andcontractedthird-partystaffduringtheplann.ingandevaluationphasesofprocess.ImprovementFac.ilitatejointapplicatlondesign(JAD)sess.Ionswith.InternalstaffandexternalagenciestogatherbusinessandtechnicalrequlremeiitsCoordinateuserandmanagementapprovalofaHbusinessandfunctionalrequirementsMeetwithtectinicalsubjectiT`atterexperts(SinE)toensurethatrequirements,behavior,anddesignarebeingrepresentedinthedevelopedsolut.Ions.hdvelomentofprocurement/solicitationdocumentationasrequiredsuchas

571

Procurement&ContractManagement-Assistwitht e e pRequestforProposals(RFPs),Requestforoffers(RFOs),Invitation for Bids (lFBs), Requests for]nformation (RFls), Statements of Work(SOWs),andWorkAuthor.izations(WAs)documentation.ProvidessupporttotheprocurementprocessfortheBSMsystem.lntegrator andvar.Ioussupportcontracts.Evaluate,develop,andproposerecommendedtechnologyanddatasolut.Ions.951

Attachment IEDD Benefit Systems Modernization BCP

lT Branch Staffing Justification

Sly 2018-19

SFY 2017.18Author.IzedY SFY 2018-19RequiredPY'sDESCRIPTloN OF TASKS t. n S stems Analyst (Specialist) Total

Hours3'423

P s Stafflnformalo y IT Branch Total 13,690

6.0 8.0IIIIIIIIIIII-

EDD Benefit Systems Modernization BCPAttachment I

UI Branch Staffing Justmcation

19-SFY 2017-18AuthorizedPYSFY 2018-19RequiredPY,s

DESCRIPTloN 0l= TASKSPlan,direct,andoversee the UI BSM Project team staff through the ProjectApproval Lifecycle (PAU Stages 2 to 4 and through implementatlonoftheBSMproject.Overseeanoperat.ionalelementsoftheUIBSMProjecteffortsthatincludeawidevarietyofinformationtechnologyfunctions,informationsystems,technologydevelopmentandlntegratlon,planningandconsulttngandsystemsintegratlonResponslbleforprojectmanagementandcoordinationofUlresourcesandworkloadthroughouttheProjectApprovalLifecycleandtheSystemDevelopmentLifecycleResponsibleforthedevelopmentofUlcontentfordocumentsrelatedtotheProjectApprovalLIfecycle(PAHprocess,Stage/Gatedeliverables,procurement/solicitat.Iondocumentation,SpecialProjectReports(SPRs),BudgetChangeProposals(BCPs),andPostlmplementationEvaluatlonReports(PIERs)InterpretUlcontrolagencyguldelinesandpoliciesCommunicateassumptlonsandconstraintstocustomers,technicalstaffandmanagers.OverseetheUIBSMProjectteam'scontributiontoprocurement/solicitationdocumentationasrequiredsuchasRequestforProposals(RFPs),Requestforoffers(RFOs),lnvltationforBids(lFBs),RequestsforInformation(RFls),StatementsofWork(sows),andWorkAuthorizations(WAs)documentation.Workcloselywlthcontrolagencies,auditentitles,andvendorsinsupportoftheProject.DepartmentofGeneralServices(DGS),DepartmentofFinance(D0F),CaliforniaDepartmentofTechnology(CDT).WorkcollaborativelywiththeBSMManagementTeam,br.iefandadv.isetheProjectDirectorandtheProjectManager.DevelopandmaintaineffectiveworkingrelationshlpswlthinternalandexternalUlprogramstakeholderstoensurethetruniqueinterestsaremetDevelopandpresentlnformatlontostateandotherprojectstakeholdersonanongoingbaslstokeeptheminformedofprogress,issues,statusandrisksdtthUIBSMProjectteam,includingprovidingdirectiontoeach

SFY 2018-Hours

S I

665

g;f;.:,.:;,SSj,{t§S.L±i#,#¥--:i:1aLo

Performtheoperational managementandadministrativefunctions relate o eUlprogramarea,ensurlngthatthecustomershavethecapabllitytoperformtheirrequired business functions and ensuring that aH datarequlrements,scheduledates,etceteraaremonitored.ldentlfyanddocumentprojectscope,businessobjectives,successcrlteria,assumptions,constraints,anddependenciesDefineprojectdeliverables,activities,androlesandrespons.ibilit.ies.Identifyrequiredresourcesandobtainagreementonstakeholdercommitments.Ensuresact`vitiesareconslstentandsilpportlveoftheoveraHeffortandrequHementsofthevariouscustomersareaccommodated.EnsuresstatusisreportedtoaHaffectedparticipantsonatimelybasis.PerformafuHrangeofprojectmanagementactivitiesincluding,butnotlimltedto,projectintegrationmanagement,timemanagementscopemanagement,schedulemanagement,qualltymanagement,costmanagement,humanresourcemanagement,riskmanagement,andcommun.icationsmanagementEnsuretheUIBSMProjectactivltiesremainonschedule,withinbudget.Provideleadership,managementanddirectlontotheulBSMProJectteam(state/contractorteam)toensureprojectobjectivesareaccomplishedReviewandrefinedellverablesforaccuracy,consistency,andcompleteness.ldentlfyandreviewtheUl-relatedprojectrisksandestablishmitigationprocedures.IdentifyandreviewUl-relatedprojectIssuesandestablishactionitemprocedures.Facilitateprojectmeetingswithbuslnessusers,projectteams,andexternalstakeholdersNegotiatewlthprojectsponsorsandparticipantstoensureoutcomesareinaccordancewithprojectobjectives.

856

Attachment I

EDD Benefit Systems Modernization BCPI B hStaffingJustification

Sly 2017-18AuthorizedPYs Sly 2018-19RequiredpY,s

U ranCDESCRIPTloN0FTASKSWkinconjunction with the Project Manager to complete the development of each fiscal year'sffered

SFY 2018-19Hours

BPat udget Development& Management-orroJectbudgetThisinvolvesensuringthatthe servlce descrlptions and methodologies are documented and reflect current services ondassociatedcosts,reviewingprioryearprojectbudgetsandexpenditurestoaccuratelyforecastfutureyearbudgetneeds;review.IngoutstandingfiscalrequeststoensureadequatebudgetremainstofulfillexistingobligationsReviewandreconcileUlprojectexpenditures withheapprovedprojectbudget;reviewmonthlyBSMcostreportstoensureUlcostsareaccuratelychargedandreconcileanyIncorrectchargestotheirproperaccountstoensurecostsaredlstributedfairlyandaccuratelyaccordingtothelrfundingsourceacrossaHprogramsthatBSMcosts.pramManagerH`(Managerial)TOtal

1901,711

526;r£!,..:.;:.;T.;:i;Tj=jg:I REiELO. >.¥jii^#j:'~?;.=*,€?S¥£.`i.a~#i' I

The Business Analysis Lead, leads efforts to plan, organlze,tothebusinessneedsforlnformationTechnology(lT)solutions and ls responsible for a fuu range of business process and project managementactivitieslncluding,butnotlimitedto,thefollowing.businessanalysisandrequlrementsconsulting;businessanalysisplann.Ingandmonitoring;requlrementsanalysis;solutionassessment,requirementsellcltatlon,andprojectmanagementconsultingincludingscope,schedule,riskandtI..tiativesbasedonbusiness

Work closely with customers to ensure analysis is performed around developing and delivering techno ogy lnlIssuemanagemen.obJectlvesMaintalnsknowledgeofthebuslnessenvironment,equipment,andprocessesastheyrelatetothe need for Information systems,resources,andserv.IcesRepresentsmultiplebusinessspecialtlesorcross-functionsonformalprojectteams,andisresponsibleforgatheringandanalyzingdata,defin.ingspecifications,andanalyzinganddocumentingbusinessprocessesorprocedures.FunctionsasaprojectleadinordertofacllltatethesuccessfuldeliveryandcompletionoflTprojectcomponentsProvidesguidanceintheresearch,evaluatlon,development,andselectionoflTprocesses,products,andservicestosupportbus.inessandprojectmanagementfunctionsWorks•ththeBSMmanagementl(Jainbiiefsandadvisesthemanager.

601

couaboratlvely wl

Attachment I

Er)D Benefit Systems Modernization BCP

UI Branch Staffing Justification

Sly 2018-19Hours

SAFuYt2hp°oy:,7z-eLd8 'i S FRYe2q°u:r8e-dL9 IPY,sDESCRIPTION OF TASKS t. n technology initiatives. Utilize a set of tasks and

S

Conduct expert business analys.Is for the most complex and sensltlve enterprise informa lotechniquestoworkasaliaisonamongstakeholderstounderstandthestructure,policies,and operations of the EDD and to recommendsolutionsthatenabletheDepartmenttomeetItsgoals.ProvideexpertconsultationonthemostcomplexlTbusinessanalysisandprocessreengineerlngefforts,includinganphasesofrequirementsdevelopmentandrequirementsmanagementldent.lfyanddocumentbuslnessanalysisscheduledependencies,assumptions,andconstraints.Performrequirementsdevelopmentincludingtheoversightand/orexecution ofthefollowingactivitieselicitation,analysis,speciricationandvalidation.Provideanalysisus.ingtechniquesandtoolssuchasdataflowmodeling,usecaseanalysis,workflowanalysis,functionaldecompositionanalysis,datamodeling,objectmodeling,Storyboarding,etcEiisurebusiness/technicalrequirementsandobjectivesareclearlyunderstoocl,arefeasible,andhavestakeholdercommitmentIdentifyanddocumentauneededrequirements(business,user,system,functional,non-functional,Ul,workflow,performance,report,etc)andbusinessprocesses(as-ts,to-be,gapanalysis)todevelopasolutionthatbestmeetsthebusinessneedFacilitatejointapplicationdesign(JAD)sessionswitllInternalstaffandexternalagenciestogatherbusinessandtechnicalrequirements.Useprescribedbestpractlcesandacceptedmethodologiestodocumentdeliverables,i.echangecontrol,versioncontrol,requirementsstatustracking,andrequlrementstraceabirltyObtainuserandmanagementapprovalofaHbusinessandfunctionalrequirementsMeetwithtechnicalsubjectmatterexperts(SinE)toensurethatrequirements,behavior,anddeslgnarebeingrepresentedinthedevelopedsolutionsDevelopandmaintalnunderstandingofEDD'sbusinessenvironment,availabletechnologies,andindustrystandardsrelatedtotheneedforinformationsystemsresourcesand

983

services. I ff rts/ ro.ects Ut"ize knowledge, sk"ls, tools, andtechniquesto provide

Actasprojectleadonthemostcomplexinformationtechnoogye o p IstrateglestomeetprojectrequirementsWoikcollaborativelywithotherbusiness analysts to plan, direct, organize, and control work activitiesforcriticalprojects.ProvideinputtoafuWrangeofprojectactivitiesincluding,butnotlimitedto,projectintegrationmanagement,timemanagement,scopemanagement,schedulrmanagement,qualitymanagement,costmanagement,humanresourcemanagement,r.iskmanagement,andcommun.icationsmanagenientReview,refine,andapprovedeliverablesforaccuracy,conslstency,andcompletenessIdentlfyanddocumentprojectscope,bus.inessobjectives,successcriteria,assumptions,constraints,anddependenciesAssistwiththedefinitionofprojectdeliverables,activities,androlesandresponsibilitiesAssistwiththedevelopmentofprojectplans,schedule,andbudgettalloredtoprojectneeds.Identifyrequiredresources,andobtalnagreementonstakeholdercommitments.Identifyandreviewtheprojectrisks,andprovideownershiporinputintoriskmitigationIdentifyandreviewtheproject.Issues,andprovideownershiporinputintoissuemitigation.Facilltateprojectmeetingswithbusinessusers,projectteams,executivemanagement,andexternalstakeholdersNegotiatewithprojectparticipantstoensureoutcomesareinaccordancewithprojectobjectivesParticipateinprojectchangecontrolprocessesandactlvities(asrequired)ParticipateinprojectcloseoutactivitiesandlessonslearnedEnsurefinalversionsofaHrelevantdocumentationarearchivedtol'b

750

the project I rary.


UI Br.anch Staffing Justificat.Ion

Attachment I

SFY 2017-18AuthorizedPYs SFY 2018-19RequiredPY,sDESCRIPTION OF TASKS •l d d ta dictionaries arecreated

SFY 2018-19Hours

Data Documentation -lead the identification and business ahalysis for aH UI BSM data sources. Ensure detai e aforaWidentifiedBSMdatasources.WorkcollaborativelywithUl,Dl,andTaxtoestablishenterpriseMasterDataManagement. FacilitatedecisionmakingdiscussionsforMasterDatarulesandescalateunresolvedissuestotheProjectManagerasneeded.EnsurebusinessanalystsworkwithseniortechnicalstafftoassistwithdevelopmentofthetechnicaldesignspecificationsfortheBSMlogicaldatamodel.OverseethebusinessdevelopmentofaHdatasourcedatamodels,databaseschema5,datadictionaries,anddatacollisionrules.inerlTotaI

5633423

Employment Program anag,-I<\+.=-`pJi,A,-ifei,RE-.*'i,+`..`I..'.a..T=.L:.'Fi,i```&`fa#tii'k,';-;jifervttifeE=RE.#ffi"+I w... €.*RE:`hinffi

|`. \'-~:i,`t:.ihi::.,i.,tri,,-;;."``.1J,`1t,L=.

trjfiiiJi§ijEife§m£L`b':a 3 i li-i_.I...i=£5Srgs.TuHpgggE6_FT§.i\grLTs= Le 5.a` :.:3#€:ti:i#;EL¥faffi`,±g±'ELseS`ELig.EL@JSLng`:+riFH:¥¥!€Len `g§RE!7;fT!S.,. `-fflffitEENpeT.L#`grELJ I `t _ r,|€ ¥_ Jtti ` v+ ¥\TheBusinessAnalysislead,leadseffortstopla„organize,andcontrolworkactivitiesfortheUIBBSMprojecteffort.Performs analysis relatedtothebusinessneedsforInformationTechnology(lT)solutionsandisresponsibleforafuHrangeofbusinessproces.sandp[ojectmanagementactivitiesincluding,butnotlimitedto,thefollowing:businessanalysisandrequirementsconsulting;businessanalystsplanningandmonitoring,.requirementsanalysis;solut.Ionassessment;requirementselicitatio„andprojectmanagementconsultingincludingscope,schedule,riskandissuemanagement...t.livesbasedonbusiness

+* 263

Work closely w.lth customers to ensure analys.Is is performed around developing and delivering technology lni laobjectives.Maintainsknowledgeofthebusinessenvironment,equipment,andprocessesastheyrelatetotheneed for information systems,resources,andservices.Representsmultiplebusinessspecialtiesorcross-functionsonformalprojectteams,andisresponsibleforgatheringandanalyzingdata,definingspecifications,andanalyzinganddocumentingbusinessprocessesorprocedures.FunctionsasaprojectleadinordertofacilitatethesuccessfuldeliveryandcompletionoflTprojectcomponents.Providesguidanceintheresearch,evaluation,development,andselectionoflTprocesses,pt.oducts,andservicestosupportbusinessandprojectmanagementfunctions.WorkscollaborativelywiththeBSMmanagementteam,briefsandadvisestliemanager.

300



SFY2017-18 SFY2018-19AuthorizedRequiredpysPY'sDESCRIPTION OF TASKS • t. Utilizeasetoftasksand

SFY 2018-19Hours

Conduct expert business analysis for the most complex and sensitive enterprlse lnformatlon technology lnltla lves.techniquestoworkasaliaisonamongstakeholderstounderstandthestructure,policies,andoperationsoftheEDD and to recommendsolutionsthatenabletheDepartmenttomeetitsgoals.ProvideexpertconsultationonthemostcomplexlTbusinessanalysisandprocessreengineeringefforts,includingaHphasesofrequirementsdevelopmentandrequirementsmanagement.Identifyanddocumentbusinessanalysisscheduledependencies,assumpt.Ions,aiidconstraints.Performrequirementsdevelopmentincludingtheoversightand/orexecution ofthefollowingactivities:elicitation,analysis,specificationandvalidation.Provideanalysisusingtechniquesandtoolssuchasdataflowmodeling,usecaseanalysis,workflowanalysis,functionaldecompositionanalysis,datamodeling,objectiiiodeling,Storyboarding,etc.Ensurebusiness/technicalrequirementsandobjectivesareclearlyunderstood,arefeasible,andhavestakeholdercommitment.Identifyanddocumentanneededrequirements(business,user,system,functional,non-functional,Ul,workflow,performance,report,etc.)andbusinessprocesses(as-is,to.be,gapanalysis)todevelopasolutionthatbestmeetsthebusinessneed.Facilitatejointapplicationdesign(JAD)sessionswithinternalstaffandexternalagenciestogatherbusinessandtechnicalrequirements.Useprescribedbestpracticesandacceptedmethodologiestodocumentdeliverables,i.e.:changecontrol,versioncontrol,requirementsstatustracking,andrequirementstraceability.Obtainuserandmanagementapprovalofallbusinessandfunct.tonalrequirements.Meetwithtechnicalsubjectmatterexperts(SinE)toensurethatrequirements,behavior,anddesignarebeingrepresent?dinthedevelopedsolutions.DevelopandmaintainunderstandingofEDD'sbus.Inessenv.ironment,availabletechnologies,andindustrystandardsrelatedtotheneedforinformationsystemsresourcesand

492

services. k.ll tools and techniquesto provide

Actas projectlead onthe mostcomplexinformiation technologyefforts/projects. UtIHze knowledge, s I s, ,strategiestomeetprojectrequirements.Workcollaborativelywithotherbusinessanalyststoplan,direct,organize, and control work activitiesforcriticalprojects.Provideinputtoafunrangeofprojectactivitiesincluding,butnotlimitedto,projectintegrationmanagement,timemanagement,scopemanagement,schedulein.inagement,qualitymanagement,costmanagement,humanresourcemanagement,riskmanagement,andcommunicationsmanagenielit.Review,refine,andappiovedelivelablesforaccuracy,consistency,andcompletenessIdentifyanddocumentprojectscope,businessobjectives,successcriteria,assumptions,constraints,anddependencies.Assistwiththedefinitionofprojectdeliverables,activities,androlesandresponsibilities.Assistwiththedevelopmentofprojectplans,schedule,andbudgettailoredtoprojectneeds.Identifyrequiredresources,andobtainagreementonstakeholdercommitments.Identifyandreviewtheprojectrisks,andprovideownershiporinputintoriskmitigation.Identifyandreviewtheprojectissues,andprovideownershiporinputintoissuemitigationFacilltateprojectmeetingswithbusinessusers,projectteams,executivemanagement,andexternalstakeholders.NegotiatewithprojectparticipantstoensureoutcomesareuiaccordancewithprojectobjectivesParticipateinprojectchangecontrolprocessesandactivities(asrequired)Participateinprojectcloseoutactivltiesandlessonslearned.EnsurefinalversionsofaHrelevantdocumentationarearchivedto

375

the project library.

Attachment I

EDD Benefit Systems Modernization BCPin usti icat.Ion

SFY 2018-19Hours

SFY 2017-18AuthorizedPYs SFY 2018-19RequiredpY,s

UIBranchSa gDESCR'PT'°N°FTASKSdtft,onandbus,nessana,ys,sfora,, u,BsMdatasources Ensuredetalleddatad'Ct'°nar'eSarecreatedntFacilitate

Data Documentatlon-Lead the I en I lcaforauIdentifiedBSMdatasourcesWorkcollaborativelywith Ul, Dl, and Tax to establish enterprise Master Data Managemedecisionmakingdiscuss.IonsforMasterDatarulesandescalateunresolvedissuestotlieProjectManagerasneeded.Ensure business analystsworkwithseniortechnicalstafftoassistwithdevelopmentofthetechnicaldesignspecificationsfortheBSMlogicaldatamodel.Overseethebusinessdevelopmentofaudatasourcedatamodels,databaseschemas,datadictionaries,anddatacollisionrulesStaffServ.IcesManagerITotal2811,711Ii- -263

:``us.i.``. ,:<r,3:gran`gseO+. `ri..,';i.`thi*jt-I_3,.:::.¥-`i:¥ 5

The Business Analysis lead, leads efforts to plan, organize, and contro wotothebusinessneedsforlnformationTechnology(lT)solut.Ionsandisresponsible for a fun range of business process and pr.oJect managem:ntactlvltlesincluding,butnotlimitedto,thefollowing.businessanalysisandrequirementsconsulting,businessanalysisplannlngandmonitoring,requlrementsanalysis,solutionassessment,requirementsellcltation,andprojectmanagementconsultlngincludingscope,schedule,riskandbdonbusiness

Work closely with customers to ensure analysis is performed around developing an e'SSuobJectlvesMaintainsknowledgeofthebusinessenvironment,equipment,andprocesses as they relate to the need for information systems,resources,andservicesRepresentsmultiplebusinessspecialtiesorcross-functionsonformalprojectteams,andisresponslbleforgatherlngandanalyzingdata,definingspecifications,atidanalyzinganddocumentingbusinessprocessesorprocedures.FunctionsasaprojectleadinordertofacilitatethesuccessfuldeliveryandcompletionoflTprojectcomponents.Providesguidanceintheresearch,evaluatio"development,andselectionoflTprocesses,products,andservicestosupportbusinessandprojectmanagementfunctionsWorkstteambriefsandadvisesthemanager.

300

coHaboratively with the BSM managemen ,

Attachment I


Sly 2018-19Hours

S FY2017-18 SFY2018-19AuthpoyrsiZedRe::;:ed DESCRIPTION °F TASKS , x and sens,t}ve enterpr.,se ,nformation technology inltlatlVeS Ut"'Ze a Set °ftaSkSdand

onduct expert business analysis for the most comp eechnlquestoworkasaliaisonamongstakeholdersto understand the structure, policies, and operations of the EDD and to recommenolutionsthatenabletheDepartmenttomeetItsgoalsProvideexpertconsultationonthemostcomplexlTbusinessanalysisandprocesseenglneeringefforts,includingaHphasesofrequirementsdevelopmentandrequirementsmanagementIdentifyanddocumentbusinessnalysisscheduledependencies,assumptlons,andconstraintsPerformrequirementsdevelopmentincludingtheoversightand/orexecution ofhefouowingactiv.ities.elicitation,analysis,specificationandvalidation.Provideanalysisusingtechniquesandtoolssuchasdataflowmodeling,secaseanalysis,workflowanalysis,functionaldecompositionanalysis,datamodeling,objectmodeling,Storyboarding,etc.Ensureusiness/technicalrequirementsandobjectivesareclearlyunderstood,arefeasible,andhavestakeholdercommitmentIdentifyanddocumentauneededrequirements(business,user,system,functional,non-functional,ul,workflow,performance,report,etc.)andbusinessprocesses(as-ls,to-be,gapanalysis)todevelopasolutionthatbestmeetsthebusinessneedFacilitatejointapplicationdesign(JAD)sessionswithInternalstaffandexternalagenciestogatherbusinessandtechnicalrequirementsUseprescribedbestpracticesandacceptedmethodologlestodocumentdeliverables,iechangecontrol,versioncontrol,requ.irementsstatustracking,andrequirementstraceabilityObtalnuserandmanagementapprovalofaHbusinessandfunctionalrequirementsMeetwithtechnicalsubjectmatterexperts(SinE)toegi*i=:i`tuiSa=tr°raiidiinea=aegnets=ebneth=%,Porr:Vaan`d°t=#bnUS=rneeSbSe==iB¢_rtJeUp:.rC.et=¢i+i.£e%nruiieer'pt,iii=iot%#r=nefVoer'=ainodn=yas:net=`snrUe=oduerr==asnad#aiEDD'sbusinessenvironment,availabletechiiologies,andindustrystandardsrelatedtotheneedforinformationsystemsresourcesandservices.technologyefforts/projects.Utilizeknowledge,skills,tools,andtechniquestoprovidektivities

492

strategies to meet project requirements Work collaboratively with other business analysts to plan, direct, organize, and control wor acActasprojectleadonthemostcomplexlnformatlonforcriticalprojects.Provideinputtoafunrangeofprojectactivitiesincluding,butnotlimitedto,projectIntegrationmanagement,timemanagement,scopemanagement,schedulemanagement,qualitymanagement,costmanagement,humanresourcemanagement,rlskmanagement,andcommunicationsmanagement.Revlew,reflne,andapprovedeliverablesforaccuracy,consistellcy,andcompletenessIdentifyanddocumentprojectscope,busii\essobjectives,successcriteria,assumptions,constraints,anddependencies.Assistwiththedefinitionofprojectdeliverables,activities,androlesandresponsibllltiesAssistwiththedevelopmentofprojectplans,schedule,andbudgettalloredtoprojectneeds.Identifyrequirediesources,andobtainagreementonstakeholdercommitments.Identifyandreviewtheprojectrlsks,andprovldeownershiporinputintoriskmitigationIdentifyandreviewtheproject.Issues,andprovideownershiporinputintoissuemitlgationFacilitateprojectmeetingswlthbusinessusers,projectteams,executivemanagement,andexternalstakeholdersNegotiatewithprojectpartlclpantstoensureoutcomesareinaccordancewithprojectobjectivesParticipateinprojectchangecontrolprocessesandactivitie(asrequired)ParticipateinprojectcloseoutactivitiesandlessonslearnedEnsurefinalversionsofallrelevantdocumentatlonarearchivedto`tl'bra

375S

theproJec I ry.

Attachment I

EDD Benefit Systems Modern.ization BCP


SFY 2017-18Author.ized SFY 2018-19Requ.iredPY'sDESCRIPTloN 0F TASKS E e detailed datadictionariesare created

Sly 2018-19Hours

PYs

f

Data Documentation-Lead the identification and business analysis for aW UI BSM data sources. nsuroraHidentifiedBSMdatasources.WorkcollaborativelywithUl,Dl,andTaxtoestablishenterpriseMaster Data Management Fac.ilitatedecisionmaklngdlscussionsforMasterDataI-ulesandescalateunresolvedIssuestotheProjectManagerasneededEnsurebusinessanalystsworkwithseniortechn.icalstafftoassistwithdevelopmentofthetechnicaldesignspecificationsfortheBSMIogicaldatamodeloverseethebusinessdevelopmentofaudatasourcedatamodels,databaseschemas,datadictionaries,anddatacoWisionrules.TaxAdministratori,EDDTotal,I...t``..-I..I='r+.-'7`tr£+.i#ttT`L#mg¥J.np

2811711

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' -" --ti i #*..E ` iig +..~ fee r`ryi€"asE-*.I n"artREfilta lo3iii= B ds i a.g`s s` Aft a I #t{/g§ffl¥€L6fufu#di!g#iFxffi#effingREffi§`=REife#£:'gr`'::}``rmgrng.¥P,*aasseri#:t~ I.'#L=I:#§g{#ngquo.@ngRERErocessf`€q¥.-I-I:,,ui-n *.,r 5'i 5- ,t;_a.i;,;r,.I,?_tt¥.:}i¢iaei¥3iO ,#+i.s.out€Jja`!~q¥^Qp,v+elk.pmemaurELo.ELam EN__.y__F oJ i. _.*r,]jts_PerformanalysisrelatedtothebusinessneedsforInformation Technology (lT) solutions and is responsible for a fuH range of buslness panalysisactivitiesIncluding,butnotlimitedto,thefollowingprogramsubjectmatterexpertise;buslnessanalysisandrequirementsconsultlng;businessanalysisplannlngandmonitor.ing;requirementsanalysis,solutionassessment;requirementselicitatio"andprojectmanagementconsultingincludingscope,schedule,riskandissuemanagement.disresponsibleforgatheringandanalyzingdata,

1,065

Represents multiple business specialties or cross-functions on formal project teams, andefiningspecifications,andanalyzinganddocumentingbusinessprocessesorprocedures Work closely with customers to perform analysisarounddevelopinganddeliveringtechnologyinitiativesbasedonbusinessobjectives.Maintainsknowledgeofthebusinessenvironment,equipment,andprocessesastheyrelatetotheneedforinformationsystems,resources,andservices.Fac.il.ltatesthesuccessfuldeliveryandcompletionofITprojectbusinesscomponentsConductsresearch,evaluation,development,andselectionoflTprocesses,products,andservicestosupportbusinessfunctions.WorkscollaborativelywiththeBSMmanagementteam,briefsandadvisesthemanager.Communicateeffectivelyanddevelopandmaintaineffective,cooperativeworkingrelationships.

1,216


UI Branch Staffing Justlfica[ion

SFY2017-18 SFY2018-19AuthorizedRequiredpyPY'sDESCRIPTloN 0F TASKS DD dto recommendsolutions that

Sly 2018-19Hours

S

Work as a Haison amongstakeholders to understand the structure, policies, and operatlons of the E anenabletheDepartmenttomeetitsgoals.Conductexpertbusinessanalysisforthemostcomplexandsensitive enterprise informationtechnologyinltiativesProvideexpertconsultationonthemostcomplexlTbusinessanalysisandprocessreengineeringefforts,including aHphasesofrequirementsdevelopmentandrequlrementsmanagement.Identifyanddocumentbusinessanalysisscheduledependencles,assumptions,andconstraintsPerformrequirementsdevelopmentincludingthefollowingactivlties:elicitatlonanalysis,specificationandvalidation.Provideanalysisusingtechniquesandtoolssuchasdataflowmodeling,usecaseanalysis,workflowanalysis,functionaldecompositionanalysis,datamodeling,obJectmodeling,Storyboarding,etc.EnsurebusinessrequirementsandobJectivesareclearlyunderstood,arefeas.ible,andhavestakeholdeicommitment.IdentifyanddocumentaHneededrequirements(business,user,system,functional,non-functional,UI,workflow,perfolmance,report,etc)andbusinessprocesses(as-is,to-be,gapanalysis)toidentifyasolutlon thatbestmeetsthebusinessneed.Facilitatejo.tntapplicationdesign(JAD)sessionswithinternalstaffandexternalagenciestogatherbusinessrequiremerits.Useprescr.Ibedbestpracticesandacceptedmethodologlestodocumentdeliverables,i.e.changecontrol,versioncontrol,requirementsstatustracking,andrequirementstraceability.ObtainuserandmanagementapprovalofaHbusinessandfunctionalrequirementsMeetwithtechnicalsubjectmatterexperts(SinE)toensurethatrequirements,behavior,anddesignarebeingrepresentedlnthedevelopedsolutionsDevelopandmaintaHiunderstandingofEDD'sbusinessenvironment,availabletechnologies,andIndustrystandardsrelatedtotheneedforinformationsystemsresourcesandservices.naementscope

1,379

Provideinputto projectmanagementact.ivities including, butnot"mitedto, projectintegration managementme rna g ,management,schedulemanagement,qualitymanagement,costmanagement,humanresourcemanagement,riskmanagement,andcommunicationsmanagement.Workcollaborativelywithotherbusinessanalyststoplanandorganizebusinessworkactivitiesforthe BSMProjectReviewdeliverablesforaccuracy,consistency,andcompletenessIdentifyanddocumentbusinessobject.Ives,successcriteria,assilmptlons,constraints,anddependencies^ssistwiththedeflnltlonofpro)ectdeliverables,activitles,androlesandresponslbilltiesldentlfyandreviewtheprojectrlsks,andprovldeowiiershiporInputIntorlskmltigationldentlfyandreviewtheprojectIssues,andprovideownerslilporInput.IntoIssuemitlgationFacilitateprojectmeetingswithbusinessusers,projectteams,executivemanagement,andexternalstakeholdersNegotiatewithprojectparticipantstoensureoutcomesareinaccordancewithprojectobjectivesParticlpateinprojectchangecontrolprocessesandactlvities(asrequired)Participateinprojectcloseoutactivltiesandlessonslearned.EnsurefinalversionsofaHrelevant

52395115,134

documentation are archived to the project library.DataDocumentat.Ion-Facllitatetheidentification and business analysis for aH UI BSM data sources Create detailed data dictionaries for aHidentifledBSMdatasources.WorkcollaborativelywithUl,Dl,andTaxtoestablishenterpriseMasterDataManagementWorkwithseniortechnicalstafftoassistwithdevelopmentoftlietechnicaldesignspecificationsfortheBSMlog.icaldatamodel.Assistwiththetechnicaldevelopmentofandatasourcedatamodels,databaseschemas,datadictionaries,anddatacollisionrules.•teGovernmentalProgramAnalystTota

Associa

Attachment I



SFY 2017.18Author.izedPYs SFY 2018-19RequiredpY,sDESCRIPTION 0F TASKS -..,,, h.raibe,. -, g,givs RE5REEEL5EREREREREae -EH5HRErT-

Sly 2018-19Hours'`"ffi"§ffii*?{'i:*!3.:.;_i:;:£

I I ,Ei

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.,1:ii,l`: , ,, il,,I,l..gi,.-.-., * ,.` *` _ ,., . .

er form analysis related to the business needs for lnformation Tec no ogynalysisactlvltlesincludlng,butnotlimltedto,thefollowing:programsubject matter expertise; business analysis andusinessanalysisplanningandmonitoring;requirementsanalysis;solutionassessment,.requirementselicitatio"andon5ultingincludingscope,schedule,riskandissuemanagement.•ttamsandisresponsibleforgatheringarequirements consulting;projectmanagementndanalyzingdata,263

Represents multiple businessspecialt.ies orcioss-functions on formal proJec e ,deflningspecifications,andanalyzinganddociiment.ingbusinessprocessesorprocedures Work closely with customers to perform analyslsarounddevelopinganddeliveringtechnologyinitiativesbasedonbusinessobjectivesMatntainsknowledgeofthebusinessenvironment,equtpment,andprocessesastheyrelatetotheneedforinformationsystems,resources,andservlcesFacilltatesthesuccessfuldeliveryandcompletionoflTprojectbusinesscomponentsConductsresearch,evaluation,development,andselectionoflTprocesses,products,andservicestosupportbusinessfunctions.WorkscollaborativelywiththeBSMmanagementteam,briefsandadvisesthemanager.Communicateeffect.lvelyanddevelopandmaintaineffective,cooperativeworkingrelationships.

300

Work as a liaison among stakeholders to understand the structllre, policies, an opeenabletheDepartmenttomeetitsgoals.Conductexpertbusinessanalysisforthemost complex and sensitlve enterprise informationtechnologyinitiatives.ProvideexpertconsultationonthemostcomplexlTbusinessanalysisandprocessreengineeringefforts,including aHphasesofrequirementsdevelopmentandrequirementsmanagementIdentifyanddocumentbus.inessanalysisscheduledependencies,assumptions,andconstraints.Performrequlrementsdevelopmentincludingthefollowingactivities.elicitation,analysis,specificationandvalidationProvideanalysisusingtechniquesandtoolssuchasdataflowmodeling,usecaseanalysis,workflowanalysis,functlonaldecompositionanalysis,datamodeling,objectmodeling,Storyboarding,etc.Ensurebusinessrequirementsandobjectivesareclearlyunderstood,arefeasible,andhavestakeholdcircommitmentldentlfyanddocumentaMneededrequirements(business,user,system,functional,non-functional,Ul,workflow,performance,report,etc)andbusinessprocesses(as-Is,to-be,gapanalysls)toldentlfyasolutloii thatbestmeetsthebusinessneedFacilitatejointapplicationdeslgn(JAD)sessionswithInternalstaffandexternalagenciestogatherbusinessrequirementsuseprescribedbestpracticesandacceptedmethodologiestodocumentdeliverables,i.e..changecontrol,verstoncontrol,requirementsstatustracktng,andrequirementstraceabilityobtainuserandmanagementapprovalofallbusinessandfunctionalrequirements.Meetwithtechnicalsubjectmatterexperts(SinE)toensurethatrequirements,behavior,anddesignarebeingrepresentedinthedevelopedsolutionsDevelopandmaintainunderstandingofEDD'sbusinessenvlronment,availabletechnologles,andindustrystandardsrelatedtotheneedforinformationsystemsresourcesandserv.Ices.

516



SFY 2017-18Author.izedPYs SFY 2018-19RequiredpY,sDESCRIPTION 0F TASl(S nt time management scope

SFY 2018-19Hours

Provide.Inputtoprojectmanagementactivitiesincluding,butnot"mitedto,proJectintegrationmanageme , ,management,schedulemanagement,qualitymanagement,costmanagement,humanresourcemanagement,riskmanagement,andcommunicationsmanagement.Workcollaborativelyw.Ithotherbusinessanalyststoplanandorganizebusinessworkactivitiesforthe BProject.Reviewdeliverablesforaccuracy,consistency,andcompleteness.Identifyanddocumentbusinessobjectives,successcriteria,assumptions,constraints,anddependencies.Assistwiththedefinitionofprojectdeliverables,activities,androlesandresponsibilities.Iandreviewtheprojectrisks,andprovideownershiporinputintoriskmitigation.Identifyandreviewtheprojectissues,andprov.ideoworinputintoissuemitigation.Facilitateprojectmeetingswithbusinessusers,projectteams,executivemanagement,andexternalstakeholders.Negotiatewithprojectparticipantstoensureoutcomesareinaccordancewithprojectobjectives.Participateinprojectccontrolprocessesandactivities(asrequired).Participateinprojectcloseoutactivitiesandlessonslearned.EnsurefinalversionsofaHre

Sindentifynershiphangelevant

234

documentation are archived to the project library. t d tailed data dictionariesforall

Data Documentation -Fac.ilitate the identification and business analysis for aH UI BSM data sources. Crea e eidentifiedBSMdatasources.Workcollaborat.ivelywithUl,Dl,andTaxtoestablishenterpriseMasterDataManagement. Work with seniortechnicalstafftoassistwithdevelopmentoftlietechnicaldesignspecificationsfortheBSMlogicaldatamodel.AssistwiththetechnicaldevelopmentofaHdatasourcedatamodels,databaseschemas,datadictionaries,anddatacollisionrules.•AnalstTotal398

1711StaffServices y,,ul-.tt-ae>-:")-Tr.^z.Lr`'JimtH..#`i#ae...l#ffiELxp!iffifHEErfTacawh

_ _J= r_~_ ,`;.Js,. ,.._~ REfiH. tj", ife-,.< .-` *B-. 1 ` `'.&-#'r;s' ``.**apj¥-:Rg::ic£;^¥&.hiirg,%i.REfa'ri-w&il£¥ ±`4?*iiRE. .I" .I ,J REfrseir-#ifei+rm¢ae aeSise.&ti`REEaslI.grhaS`±hENr3#

I AgrQffi§Lt,£r`l~H_f~§iffiffiti=offi',SHREEgffi§**.H=a]Vhs=.tH.(S_?-e c i 5Jl I s.t`REcaREasifeffiRERERE ` #es,RE mrfuffirsl[DutiesassumedbyStaffServicesAnalystab°Ve]Associate Information Systems Analyst (spec.IaliSt) T°ta'0

263

300



Attachment I

SFY2017-18 SFY2018-19AuthorizedRequiredpyspY'sDESCRIPTloN 0F TASKS h EDD dtorecommendsolutionsthat

SFY 2018-19Hours

Workasa naison amongstakeholdersto understandthestructure, policies, and operations oft e anenabletheDepartmenttomeetitsgoals.Conductexpertbusinessanalysisforthemostcomplexandsensitive enterprise informationtechnologyinitiatives.ProvideexpertconsultationonthemostcomplexlTbusinessanalysisandprocessreengineeringefforts,including aHphasesofrequirementsdevelopmentandrequirementsmanagement.Identifyanddocumentbusinessanalysisscheduledependencies,assumptions,andconstraints.Performrequirementsdevelopmentincludingthefollowingactivities:elicitation,analysis,specificationandvalidation.Provideanalysisusingtechniquesandtoolssuchasdataflowmodeling,usecaseanalysis,workflowanalysis,functionaldecompositionanalys.ls,datamodeling,objectmodeling,Storyboarding,etc.Ensurebusinessrequirementsandobjectivesareclearlyunderstood,arefeasible,andhavestakeholdercommitment.IdentifyanddocumentaHneededrequirements(business,user,system,functional,non-functional,uI,workflow,performance,report,etc.)andbusinessprocesses(as-is,to-be,gapanalysis)toidentifyasolution thatbestmeetsthebusinessneed.Facilitatejointapplicationdesign(JAD)sessionswithinternalstaffandexternalagenciestogatherbusinessrequirements.Useprescribedbestpracticesandacceptedmethodologiestodocumentdeliverables,i.e.:cliangecontrol,versioncontrol,requirementsstatustracking,andrequirementstraceabil.ity.ObtainuserandmanagementapprovalofaHbusinessandfunctionalrequirements.Meetwithtechnicalsubjectmatterexperts(SinE)toensurethatrequ:rements,behavior,anddesignarebeingrepresentedinthedevelopedsolutions.DevelopandmaintainunderstandingofEDD'sbusinessenvlronment,availabletechnologies,andindustrystandards

516

related to the need for information systems resources and services. nt time management scope

Provideinputtoprojectmanagementactivitiesincluding,butnotlimitedto,proJectintegrationmanageme , ,management,schedulemanagement,qualitymanagement,costmanagement,humanresourcemanagement,riskmanagement,andcommunicationsmanagement.Workcollaborativelywithotherbusinessanalyststoplanandorganizebusinessworkactivitiesforthe BSMProject.Reviewdeliverablesforaccuracy,consistency,andcompleteness.Identifyanddocumentbusinessobjectives,successcriteria,assumptions,constraints,anddependenc.iesAssistwiththedef.initionofprojectdeliverables,activities,androlesandresponsibilities.Identifyandreviewtheprojectrisks,andprovideownei.shiporinputintoriskmitigatlonIdentifyandreviewthepi-ojectissues,andprovideownershiporinputintoissuemitigation.Facilitateprojectmeetingswithbusinessusers,projectteams,executivemanagement,andexternalstakeholders.Negotiatewithprojectparticipantstoensureoutcomesareinaccordancewithprojectobjectives.Participateinprojectchangecontrolprocessesandactivities(asrequired).Participateinprojectcloseoutactivitiesandlessonslearned.EnsurefinalversionsofaHrelevant

234

documentation are archived to the project library. d .I dd tadictionariesforall

Data Documentation-Facilitatethe identification and business analysisforaH ul BSM datasources. Create etal e aidentifiedBSMdatasources.WorkcollaborativelywithUl,Dl,andTaxtoestablishenterpriseMasterDataManagement. Work with seniortechnicalstafftoassistwithdevelopmentofthetechnicaldesignspecificationsfortheBSMlogicaldatamodel.AssistwiththetechnicaldevelopmentofaHdatasourcedatamodels,databaseschemas,datadictionaries,anddatacollisionrules.RsentativeTotal

3981711

Employment Program epre •., ,, „.n;N`H„,..

I.r!--I.!i,;=yg!--_`Jr;,.`_;;I,.*A,[-,I,S(i

•.E=m:SLi;a"H¢yffiJeELt&BA5,'r&=,Ej5.5ff§*ffi§,H€gl5_ijffing],1ffl5+u§i.fiiffi#.fiJ§igrff¥/It§HUti,HjiFjun5jil¥ir#+EgRE~usRE _ A d IAx 't. ,ifei¥!3]REffiRERErfuPdrt{ir^ri.JstAr!*\hJf.[J`tj



Attachment I

SFYZ017-18 SFY2018-19AuthorizedRequiredpysPY,sDESCRIPTION OF TASKS I f fll eofbusihess rocess

SFY 2018-19Hours

PerformanalysisrelatedtothebusinessneedsforlnformationTechnology(IT)solutionsandisresponslbe ora u rang panalysisactivitiesincluding,butnotlimitedto,t:hefollowing:programsubjectmatterexpertise;businessanalysisandrequirementsconsulting;businessanalysisplanningandmonitoring;reciuirementsanalysis;solutionassessment;requirementselicitation;andprojectmanagement

263

consulting including scope, schedule, risk and issue management. d 'indata

Represents multiple businessspecialtiesorcross-functionson formal projectteams, and is responsibleforgathering an anayz g ,definingspecifications,andanalyzinganddocumentingbusinessprocessesorprocedures.Workcloselywithcustomerstoperformanalysisarounddevelopinganddeliveringtechnologyinitiativesbasedonbusinessobjectives.Maintainsknowledgeofthebusinessenvironment,equipment,andprocessesastheyrelatetotheneedforinformationsystems,resources,andservices.FacilitatesthesuccessfuldeliveryandcompletionoflTprojectbusinesscomponents.Conductsresearch,evaluation,development,andselect.IonoflTprocesses,products,andservicestosupportbusinessfunctions.WorkscollaborativelywiththeBSMmanagementteam,briefsandadvisesthemanager.Communicate

300

effectively and develop and maintain effective, cooperative working relationships. I tht

Work as a liaison among stakeholders to understand the structure, policies, and operations of the EDD and to recommend so utlons aenabletheDepartmenttomeetitsgoals.Cotiductexpertbusinessanalysisforthemostcomplexandsensitiveenterpriseinformationtechnologyinitiatives.ProvideexpertconsultationonthemostcomplexlTbusinessanalysisandprocessreengineeringefforts,including aHphasesofrequirementsdevelopmentandrequirementsmanagement.Identifyanddocumentbusinessanalysisscheduledependencies,assumptions,andconstraints.Performrequirementsdevelopmentincludingthefollowingactivities:elicitation,analysis,specificationandvalidation.Prov.ideanalysisus.ingtechniquesaiidtoolssuchasdataflowmodeling,usecaseanalysis,workflowanalysis,functionaldecompositionanalysis,datamodeling,objectmodeling,Storyboarding,etc.Ensurebusinessrequirementsandobjectivesareclearlyunderstood,arefeasible,andhavestakeholdercommitment.IdentifyanddocumentaHneededrequirements(business,user,system,functional,non-functional,Ul,workflow,performance,report,etc.)andbusinessprocesses(as-is,to-be,gapanalysis)toidentifyasolution thatbestmeetsthebusinessneed.Facilitatejoint7Ipplicationdesign(JAD)sessionswlthinternalstaffandextet.nalagenciestogatherbusinessrequirements.useprescribedbestpracticesandacceptedmethodologiestodocumentdeliverables,i.e.:changecontrol,versioncontrol,requirementsstatustracking,andrequirementstraceability.ObtainuserandmanagementapprovalofaHbusinessandfunctionalrequirements.Meetwithtechnicalsubjectniatterexperts(SinE)toensurethatrequ.irements,behavior,anddesignarebeingrepresentedinthedevelopedsolutions.DevelopandmaintainunderstandingofEDD'sbusinessenvironment,availabletechnologies,andindustrystandards

516

related to the need for information systems resources and services.



Attachment I

SFY 2017-18AuthorizedPYs Sly 2018-19RequiredPY,sDESCRIPTION 0F TASKS tsco e

SFY 2018-19Hours

Provide inputto project management activ.Ities including, but not nmited to, project lntegration management, tlme managemen , pmanagement,schedulemanagement,qualitymanagement,costmanagement,humanresourcemanagement,riskmanagement,andcommunicationsmanagement.Workcollaborativelywithotherbusinessanalyststoplanandorgan.izebusinessworkactivitiesfortheBSMProject.Reviewdeliverablesforaccuracy,consistency,andcompleteness.Identifyanddocumentbusinessobjectives,successcriteria,assumptions,constraints,anddependenciesAssistwiththedefinitionofprojectdeliverables,activities,androlesandresponsibilities.Identifyandreviewtheprojectrisks,andprovideownershiporinputintoriskmitigation.Identifyandreviewtheprojectissues,andprovideownershiporinputintoissuemitigation.Facilitateprojectmeetingswithbusinessusers,projectteams,executivemanagement,andexternalstakeholders.Negotiatewithprojectpart.icipantstoensureoutcomesareinaccordancewithprojectobjectives.Participateinprojectchangecontrolprocessesandactivities(asrequired)Part.icipateinprojectcloseoutactivitiesandlessonslearned.EnsurefinalversionsofaHrelevant

234

documentation are archived to the project library. d`-fall

Data Documentation -Facilitate the identification and business analysis for aH UI BSM data sources. Create detailed data lctionarles oridentifiedBSMdatasources.WorkcollaborativelywithUl,Dl,andTaxtoestablishenterpriseMasterDataManagement.WorkwithseniortechnicalstafftoassistwithdevelopmentofthetechnicaldesignspecificationsfortheBSMlogicaldatamodel.AssistwiththetechnicaldevelopmentofaHdatasourcedatamodels,databaseschemas,datadictionaries,anddatacomsionrules.ItSecialistIITotal

3981711

EmploymentDeve opmen p



Attaclimetit I

SFY 2017-18AuthorizedPYs=ue SFY 2018-19RequiredPY,s

DESCRIPTION 0F TASKS-.-mumgurfz9r.ar--:rmwi.-'fiiRErai.in .~fi+-anA"tgivgZSHb.ian5ti5ifEx*45EgRE" W_ #3_.`_ Fm' ra

SFY 2018-19HoursaraeffiREkmt_SILRI-,i'=J=:I, ;I, i

`='. I.'` , I.~-L,>~. t:" S,.:*-`.`` ;}

r'EENREholt. 5` REP,¥feRE¥r¥ItngF.3qu!.ho, `§`es,I*FREapRE1.€,rJQRTn±#5g¥|mffus,e`n£(§p.e_q¥l.J[.s.t!`REsJ _ esSng,,RE y_S*' ,*._ JJ._e,___..__._P=RE._.._ , _.`.._._~._.`._._` __. _PerformanalysisrelatedtothebusinessneedsforInformationTechnology(IT)solutionsandisresponsi5le f-or a fun range of business processanalysisactivitiesincluding,butnotlimitedto,thefollowing:programsubjectmatterexpertise,.businessanalysisandrequirementsconsulting;businessanalysisplanningandmonitoring,.requirementsanalysis;solutionassessment;requirementselicitation,.andprojectmanagement

1,065

consulting including scope, schedule, risk and issue management.

Represents multiple business specialties or cross-functions on formal project teams, and is responsible forgatherlng and analyzing data,definingspecifications,andanalyzinganddocumentingbusinessprocessesorprocedures.Workcloselywithcustomerstoperformanalysisarounddevelopinganddeliveringtechnologyiiiitiativesbasedonbusinessobjectives.Maintainsknowledgeofthebusinessenvironment,equipment,andprocessesastheyrelatetotheneedforinformationsystems,resources,andservices.FacilitatesthesuccessfuldeliveryandcompletionoflTprojectbusinesscomponents.Conductsresearch,evaluation,development,andselectionoflTprocesses,products,andservicestosupportbusinessfunctions.WorkscollaborativelywiththeBSMmanagementteam,briefsandadvisesthemanager.Communicate

1,217

effectively and develop and maintain effective, cooperative working relationships.

Work as a liaison among stakeholders to understand the structure, policies, and operations of the EDD and to recommend solutlons thatenabletheDepartmenttomeetitsgoals.Conductexpertbusinessanalysisforthemostcomplexandsensitiveenterpriseinformationtechnologyinitiatives.ProvideexpertconsultationonthemostcomplexlTbusinessanalysisandprocessreengineeringefforts,includingallphasesofrequirementsdevelopmentandrequirementsmanagement.Identifyanddocumentbusinessanalysisscheduledependencies,assumptions,andconstraints.Performrequirementsdevelopmentincludingthefollowingactivities:elicitation,analysis,specificationandvalidation.Provideanalys.isusingtechniquesandtoolssuchasdataflowmodeling,usecaseanalysis,workflowanalysis,functionaldecompositionanalysis,datamodeling,objectmodeling,Storyboarding,etc.Ensurebusinessrequirementsandobjectivesareclearlyunderstood,arefeasible,andhavestakeholdercommitment.Identifyanddocumentallneededrequirements(business,user,system,functional,non-functional,ul,workflow,pei.roi.malice,report,etc.)andbusinessprocesses(as.is,to-be,gapanalysis)toidentifyasolution that

1,378

best meets the business need. Facilitatejoint application design (JAD) sessions with internal staff and external agencies to gather businessrequirements.Useprescribedbestpracticesaiidacceptedmethodologiestodocumentdeliverables,i.e.:changecontrol,versioncontrol,requirementsstatustracking,andrequirementstraceability.Obtainuserandmanagementapprovalofallbusinessandfunctionalrequirements.Meetwithtechnicalsubjectmatterexperts(SinE)toensurethatrequirements,behavior,anddesignarebeingrepresented inthedevelopedsolutions.DevelopandmaintaiiiunderstandingofEDD'sbusinessenvironment,availabletechnologies,andindustrystandards


EDD BenefitSystems Modernization BCP


Attachment I

SFY 2017-18Authorized.PYs SFY 2018-19RequiredPY,s

DESCRIPTION 0F TASKS

SFY 2018-19HollrS

Provide input to project management activities including, but not limited to, project integration management, time management, scope111anagement,schedulemanagement,qualitymanagement,costmanagement,humanresourcemanagement,riskmanagement,andcommunicationsmanagement.WorkcollaborativelywithotherbusinessanalyststoplanandorganizebusinessworkactivitiesfortheBSM

523

Project. Review deliverables for accuracy, consistency, and completeness. Identify and document business objectives, success criteria,assumptionsconstraints,anddependencies.^ssistwiththedefinitionofprojectdeliverables,activities,androlesandresponsibilities. Identify

'andreviewthe project risks, and provide ownership or input into risk mitigation. Identify and review the project issues, and provide ownershiporinputintoissuemitigation.Facilitateprojectmeetingswithbusinessusers,projectteams,executivemanagement,andexternalstakeholders.Negotiatewithprojectparticipantstoensureoutcomesareinaccordancewithprojectobjectives.Participateinprojectchangecontrolprocessesandactivities(asrequired).Partic.ipateinprojectcloseoutactivitiesandlessonslearned.EnsurefinalversionsofaHrelevant

documentation are archived to the project library.

Data Documentation -Facilitate the identification and business analysis for all UI BSM data sources. Create detailed data dictionaries for all

9515134identified BSM data sources. Work collaborativelywith Ul, Dl, aiid Tax to establish enterprise Master Data Management. Work with senior

technical staff to assist with development of tl`e technical design specifications forthe BSM logical data model. Assist with the technical

development of all data source data models, database schemas, data dictionaries, and data coHision rules. `I'Tl

Senlor Account[ng offlcer (SJpecla ist) ota23'957

12.0 14.0UI Branch Total


DI Branch Staffing Justification

Attachmeiit I

SFY 2017-18AuthorizedPYs SFY 2018-19RequiredPY's

DESCRIPTION OF TASKS--i"-JN"`fflrsae-t£HBRE*# 5REg5iEREcodrffi` JSrsaeRE {'£ _ t fi --A-±iE. --8.RE

SFY 2018-19Hours5fu-,I"#z''`-:'''#

;a;\RE£Sg"REqulnd!-?-- JELife¥+irngifei,i#.i§i ;S_t*a_ffes1*?_r&YEI.§_gin,aJELa.geek£REEE* riHE?JSg`.th. a!. |*plan,direct,andoverseetheDIBSMProjectteam staff through the Project Approval lifecycle (PAL) Stages 2 to 4 and through implementationoftheBSMproject.OverseeanoperationalelementsoftheDIBSMProjecteffortsthatincludeawidevarietyofinformationtechnologyfunctions,informationsystems,technologydevelopmentandintegration,planningandconsultingandsystemsintegration.ResponsibleforprojectmanagementandcoordinationofDIresourcesandworkloadthroughouttheProjectApprovalLifecycleandtheSystemDevelopment

665

Lifecycle. Responsible for the development of Dl content for documents related to the Project Approval Lifecycle (PAL) process, Stage/Gatedeliverables,procurement/solicitationdocunientation,SpecialProjectReports(SPRs),BudgetChangeProposals(BCPs),andPostlmplementationEvaluationReports(PIERs).InterpretDlcontrolagencyguidelinesandpolicies.Communicateassumptionsandconstraints tocustomers,technicalstaffandmanagers.OverseetheDIBSMProjectteam'scontributiontoprocurement/solicitationdocumentationasrequiredsuchasRequestforProposals(RFPs),Requestforoffers(RFOs),InvitationforBids(lFBs),RequestsforInformation(RFls),StatementsofWork(SOWs),andWorkAiithorizations(W^s)documentation.Workcloselywithcontrolagencies,auditentities,andvendorsinsupportoftheProject..DepartmentofGeneralServices(DGS),DepartmentofFinance(DOE),CaliforniaDepartmentofTechnology(CDT).WorkcollaborativelywiththeBSMManagementTeam,briefandadvisetheProjectDirectorandtheProjectManager.DevelopandmaintaineffectiveworkingrelationshipswithinternalandexternalDlprogramstakeholderstoensuretheiruniqueinterestsaremet.Developandpresentinformationtostateandotherprojectstakeholdersonanongoingbasistokeeptheminformedofprogress,issues,statusandrisks.''d'th

Perform tlie operational management and administrat.ive functions related to the DI BSM Project team, including providing lrection o eacDlprogramarea,ensuringthatthecustomershavethecapabilitytoperformtheirrequiredbusinessfunctionsandensuringthataHdatarequirements,scheduledates,etceteraaremonitored.Identifyanddocumentprojectscope,businessobjectives,successcriteria,assumptions,constraints,anddependencies.Defineprojectdeliverables,activities,androlesandresponsibilities.IdentifyrequiredresourcesandobtainagreementonstakeholdercommitmentsEiisui.esactivitiesareconsistentandsupportiveoftheoveraHeffortandrequirementsofthevariouscustomersareaccommodated.EnsuresstatusisreportedtoaHaffectedparticipantsonatimelybasis.Performafunrangeofprojectmanagementactivitiesincluding,butnotliniitedto,projectintegrationmanagement,timemanagement,scopemanagement,schedulemanagement,qualitymanagement,costmanagement,humanresourcemanagement,riskmanagement,andcommunicationsmanagement.EnsuretheDIBSMProjectactivitiesremainonschedule,withinbudget.Provideleadership,managementanddirectiontotheDIBSMProjectteam(state/contractorteam)toensureprojectobjectivesareaccomplished.Reviewandrefinedeliverablesforaccuracy,consistency,andcompleteness.IdentifyandreviewtheDI-relatedprojectrisksandestablishmitigationprocedures.IdentifyandreviewDl-relatedprojectissuesandestablishactionitemprocedures.Facilitateprojectmeetingswithbusinessusers,projectteams,andexternalstakeholders.Negotiatewith

856

project sponsors and participants to ensure outcomes are in accordance with project objectives.



Attachment I

SFY 2017-18AuthorizedPYs SFY 2018-19RequiredPY,s

DESCRIPTION OF TASI(S '

SFY 2018-19Hours

Budget Development & Management -Work in conjunction with the Project Manager to complete the development of each flscal yearsprojectbudget.Thisinvolvesensuringthattl`eservicedescriptionsandmethodologiesaredocumentedandreflectcurrentservicesofferedandassociatedcosts;reviewingprioryearprojectbudgetsandexpenditurestoaccuratelyforecastfutureyearbudgetneeds;reviewingoutstandingfiscalrequeststoensureadequatebudgetremainstofulfiHexistingobligations.ReviewandreconcileDlprojectexpenditureswiththeapprovedprojectbudget;reviewmonthlyBSMcostreportstoensureDlcostsareaccuratelychargedandreconcileanyincorrectchargestotheirproperaccountstoensurecostsaredistributedfairlyandaccuratelyaccordingtotheirfundingsourceacrossaHprogramsthatcontributetoBSMcosts.

190

Staff Servlces Manager II Total 1,711

and control work activities for the DIB BSM project effort. Performs analysis related

to the business needs for Information Technology (IT) solutions and is responsible for a full range of business process and project management

activities including, but not limited to, the following: business analysis and requirements consulting; business analysis planning and monitoring;

requirements analysis; solution assessment; requirements elicitation; and project management consulting including scope, schedule, risk and

The Business Analysis Lead, leads efforts to plan, organize,

issue management.customers to ensure analysis is performedWork closely with around developing and delivering technology initiatives based on business

objectives. Maintains knowledge of the business environment, equipment, and processes as they relate to the need for information systems,resources, and services. Represents multiple business specialties or cross-functions on formal project teams, and is responsible for gathering

and analyzing data, defining specifications, and analyzing and documenting business processes or procedures. Functions as a project lead in

order to facilitate the successful delivery and completion of lT project components. Provides guidance in the research, evaluation,

development, and selection of IT processes, products, and services to support business and project management functions. Works

collaboratively with the BSM management team, briefs and advises the manager.

Daoa?j} nf37



Attachmeiit I

SFY2017-18 SFY2018-19AuthorizedRequiredPYsPY's


SFY 2018-19Hours

Conduct expert business analysis for the most complex and sensitive enterprise information technology initiatives. Utilize a set dftasks and

985

techniques to work as a liaison among stakeholders to understand the structure, policies, and operations of the EDD and to recommend

solutions that enable the Department to meet its goals. Provide expert consultation on the most complex lT business analysis and process

reengineering efforts, including all phases of requirements development and requirements management. Identify and document business

analysis schedule dependencies, assumptions, and constraints. Perform requirements development including the oversight and/or execution of

the following activities: elicitation, analysis, specification and validation. Provide analysis using techniques and tools such as data flow modeling,

use case analysis, work flow analysis, functional decomposition analysis, data modeling, object modeling, Storyboarding, etc. Ensure

business/technical requirements and objectives are clearly understood, are feasible, and have stakeholder commitment. Identify and

document all needed requirements (business, user, system, functional, non-functional, work flow, performance, report, etc.) and business

processes (as-is, to-be, gap analysis) to develop a solution that best meets the business need. Facilitatejoint application design (JAD) sessionswith internal staff and external agencies to gather business and technical requirements. Use prescribed best Practices and accepted

methodologies to document deliverables, i.e.: change control, version control, requirements status tracking, and requirements traceability.

Obtain user and management approval of all business and functional requirements. Meet with technical subject matterexperts (SinE) to

ensure that requirements, behavior, and design are being represented in the developed solutions. Develop and maintain understanding of

EDD's business environment, available technologies, and industry standards related to the need for information systems resources and

services.

Act as project lead on the most complex information technology efforts/projects. Utilize knowledge, skills, tools, and techniques to providestrategiestomeetprojectrequirements.Workcollaborativelywithotherbusinessanalyststoplan,direct,organize,andcontrolworkactivities

750

for critical projects. Provide input to a full range of project activities including, but not limited to, project integration management, time

management, scope management, schedule management, quality management, cost management, human resource management, riskmanagement,andcommunicationsmanagement.Review,refine,andapprovedeliverablesforaccuracy,consistency,andc_ompleteness.

Identify and document project scope, business objectives, success criteria, assumptions, constraints, and dependencies. Assist with thedefinitionofproJ.ectdeliverables,activities,androlesandresponsibilities.Assistwiththedevelopmentofprojectplans,schedule,andbudget

tailored to project needs. Identify required resources, and obtain agreement on stakeholder commitments. Identify and review the project

risks, and provide ownership or input into risk mitigation. ld'entify and review the project issues, and provide ownership or input into issuemitigation.Facilitateprojectmeetingswithbusinessusers,projectteams,executivemanagement,andexternalstakeholders.Negotiatewithprojectparticipantstoensureoutcomesareinaccordancewithprojectobjectives.Participateinprojectchangecontrolprocessesandactivities(asrequired).Participateinprojectcloseoutactivitiesandlessonslearned.Ensurefinalversionsofallrelevantdocumentationarearchivedto

the project library.

Page29 of37



Attachment I

SFY 2017-18AuthorizedPYs SFY 2018-19RequiredPY'sDESCRIPTION 0F TASKS

SFY 2018-19Hours

Data Documentation -Lead the identification and business analysis for all DI BSM data sources. Ensure detailed data dictionaries are created

563

for all identified BSM data sources. Work collaboratively with Ul, Dl, and Tax to establish enterprise Master Data Management. Facilitate

decision making discussions for Master Data rules and escalate unresolved issues to the Project Manager as needed. Ensure business analystsworkwithseniortechnicalstafftoassistwithdevelopmentofthetechnicaldesignspecificationsfortheBSMlogicaldatamodel.Overseethe

business development of all data-source data models, database schemas, data dictionaries, and data collision rules.

StaffServices Manager I Total 3,423

Technology (lT) solutions and is responsible for a full range of business process

analysis activities including, but not limited to, the following: program subject matter expertise,. business analysis and requirements consulting,.

business analysis planning and monitoring,. requirements analysis,. solution assessment; requirements elicitation; and project management


and is responsi,ble for gathering and analyzing data,

Perform analysis related to the business needs for Information

business specialties or cross-functions on formal project teams,

defining specifications, and analyzing and documenting business processes or procedures. Work closely with customers to perform analysis

around developing and delivering technology initiatives based on business objectives. Maintains knowledge of the business environment,

equipment, and processes as they relate to the need for information systems, resources, and services. Facilitates the successful delivery and

completion of lT project business components. Conducts research, evaluation, development, and selection of lT processes, products, and

services to support business functions. Works collaboratively with the BSM management team, briefs and advises the manager. Communicate


Represents multiple

PaEze 30 of37



Attachment I

SFY2017-18 SFY2018-19AuthorizedRequiredPYsPY,s

DESCRIPTloN 0F TASKSSl:Y 2018-19Hours

Work as a liaison among stakeholders to understand the structure, policies, and operations of the EDD and to recommend solutions that

2,621

enable the Department to meet its goals. Conduct expert business analysis for the most complex and sensitive enterprise informationtechnology initiatives. Provide expert consullation on the most complex lT business analysis and process reengineering efforts, including all

phases of requirements development and requirements management. Identify and document business analysis schedule dependencies,assumptions, and constraints. Perform requirements development including the following activities: elicitation, analysis, specification and

validation. Provide analysis using techniques and tools such as data flow modeling, use case analysis, work flow analysis, functional

decomposition analysis, data modeling, object modeling, Storyboarding, etc. Ensure business requirements and objectives are clearly

understood, are feasible, and have stakeholder commitment. Identify and document all needed requirements (business, user, system,

functional, non-functional, work flow, performance, report, etc.) and business processes (as-is, to-be, gap analysis) to identify a solution that

best meets the business need. Facilitatejoint application design (JAD) sessions with internal staff and external agencies to gather business

requirements. Use prescribed best practices and accepted methodologies to document deliverables, i.e.: change control, version control,

requirements status tracking, and requirements traceability. Obtain user and management approval of all business and functional

requirements. Meetwith technical subject matter experts (SinE) to ensure that requirements, behavior, and design are being represented in

the developed solutions. Develop and maintain understanding of EDD's business environment, available technologies, and industry standards


Provide input to project management activities including, but not limited to, project integration management, time management, scope

1,049

management, schedule management, quality management, cost management, human resource management, risk management, andcommunications management. Work collaboratively with other business analysts to plan and organize business work activities for the BSM

Project. Review deliverables for accuracy, consistency, and completeness. Identify and document business objectives, success criteria,

assumptions, constraints, and dependencies. Assist with the definition of project deliverables, activities, and roles and responsibilities. Identify

and review the project risks, and provide ownership or input into risk mitigation. Identify and review the project issues, and provide ownership

or input into issue mitigation. Facilitate project meetings with business users, project teams, executive management, and external

stakeholders. Negotiate with project participants to ensure outcomes are in accordance with project objectives. Participate in proJ.ect change

control processes and activities (as required). Participate in project closeout activities and lessons learned. Ensure final versions of all relevant


Data Documentation -Facilitate the identification and business analysis for alI DI BSM data sources. Create detailed data dictionaries for all

2,026identified BSM data sources. Work collaboratively with Ul, Dl, and Tax to establish enterprise Master Data Management. Work with senior

technical staff to assist with development of the technical design specifications for the BSM logical data model. Assist with the technical

development of all data source data models, database schemas, data dictionaries, and data collision rules.

Associate Governmental Program Analyst Total 8,556

Page31of37



Attachment I


DESCRIPTION OF TASKS -``*`=-`=- -u' 'ae

SFY 2018-19riours"NIi`-iiaeJit.x7`:`R""'+\*.I;i`.1.i

;it.'+;±`RErfui±`6 #''_ '' ` ` _ùfiiffij¥£FitiiEgiffî.&grAH¥.i.ys[t' 5usiff5gREREiREM¥trbj§¥REa"#HgffiRERERE§+ffi _JLug_",__rLL.._ __ ~ _ ` y .asueREas#-5 " ` ENREREPerformanalysisrelatedtothebusinessneedsforInformationTechnology(lT)solutionsandisresponsiblefo=afullrangeofBusinessprocess

` I ELestlENi£;.#j\!;;,

'='i,_o¥E'.___ ` i__=_=-__- _ _-_____ _ i_ _ -__i± -i=ffE

266analysis activities including, but not limited to, the following: program subject matter expertise; business analysis and requirements consulting,.

business analysis planning and monitoring; requirements analysis; solution assessment; requirements elicitation; and project management


Represents multiple business specialties or cross-functions on formal project teams, and is responsible for gathering and analyzing data,definingspecifications,andanalyzinganddocumentingbusinessprocessesorprocedures.Workcloselywithcustomerstoperformanalysis

304

around developing and delivering technology initiatives based on business objectives. Maintains knowledge of the business environment,

equipment, and processes as they relate to the need for information systems, resources, and services. Facilitates the successful delivery andcompletionoflTprojectbusinesscomponents.Conductsresearch,evaluation,development,andselectionoflTprocesses,products,and

services to support business functions. Works collaboratively with the BSM management team, briefs and advises the manager. Communicate


Work as a liaison among stakeholders to uiiderstand the structure, policies, and operations of the EDD and to recommend solutlons that

523

enable the Department to meet its goals. Conduct expert business analysis for the most complex and sensitive enterprise informationtechnologyinitiatives.ProvideexpertconsultationonthemostcomplexlTbusinessanalysisandprocessreengineeringefforts,including allphasesofrequirementsdevelopmentandrequirementsmanagement.Identifyanddocumentbusinessanalysisscheduledependencies,assumptions,andconstraints.Performrequii.ementsdevelopmentincludingthefollowingactivities:elicitation,analysis,specificationand

validation. Provide analysis using techniques and tools such as data flow modeling, use case analysis, work flow analysis, functional

c!ecomposition analysis, data modeling, object modeling, Storyboarding, etc. Ensure business requirements and objectives are clearly

understood, are feasible, and have stakeholder commitment. Identify and document all needed requirements (business, user, system,

functional, non-functional, work flow, performance, report, etc.) and business processes (as-is, to-be, gap analysis) to identify a solution that

best meets the business need. Facilitatejoìnl application design (JAD) sessions with internal staff and external agencies to gather business

requirements. Use prescribed best practices and accepted methodologies to document deliverables, i.e.: change control, version control,requirementsstatustracking,andrequirementstraceability.Obtainuserandmanagementapprovalofallbusinessandfunctionalrequirements.Meetwithtechnicalsubjectmatterexperts(SinE)toensurethatrequirements,behavior,anddesignarebeingrepresented inthedevelopedsolutions.DevelopandmaintainunderstandingofEDD'sbusinessenvironment,availabletechnologies,andindustrystandards


PaEe32of37



Attacliment I

SFY 2017-18Authorized SFY 2018-19RequiredPY,


SFY 2018-19Hours

PYs s

Provide input to project management activities including, but not limited to, project integration management, time management, scopemanagement,schedulemanagement,qualitymanagement,costmanagement,humanresoiircemanagement,riskmanagement,andcommunicationsmanagement.WorkcollaborativelywithotherbusinessanalyststoplanandorganizebusinessworkactivitiesfortheBSM

95

Project. Review deliverables for accuracy, consistency, and completeness. Identify and document business objectives, success criteria,assumptions,constraints,anddependencies.Assistwiththedefinitionofprojectdeliverables,activities,androlesandresponsibilities. Identify

and review the project risks, and provide owi`ership orinput into risk mitigation. Identify and review the project issues, and provide ownershiporinputintoissuemitigation.Facilitateprojectmeetingswithbusinessusers,projectteams,executivemanagement,andexternalstakeholders.Negotiatewithprojectparticipantstoensureoutcomesareinaccordancewithprojectobjectives.Participateinprojectchangecontrolprocessesandactivities(asrequired).Participateinprojectcloseoutactivitiesandlessonslearned.EnsurefinalversionsofaHrelevant


Data Documentation -Facilitate the identification and business analysis for all DI BSM data sources. Create detailed data dictionaries for all

523identified BSM data sources. Work collaboratively with Ul, Dl, and Tax to establish enterprise Master Data Management. Work with senior

technical staff to assist with development of the technical design specifications forthe BSM logical data model. Assist with the technical

development of all data source data models, database schemas, data dictionaries, and data collision rules.

Staff Services Analyst TotalI 1,711

9.0 9.0DI Branch Tota 15,401

Page 33 of37


TAX Branch Staffing Justification

Attachment I

SFY 2017-18AuthorizedPYs,,:#`,¢J``±,,E,Inar-`,,,=`tft:`£,.'` SFY 2018-19RequiredPY,s

DESCRIPTION 0F TASKS a ievH `.ftrs,

SFY 2018-19Hours

'iirLi #ir.S.I. life;Sl ;,`RAse ~

a:Ei:XRE¥*d5#i':rty{}ffi=Enff::gg:u:ffir"E=¥"¥=FafgilsLgfaa€tpts:'%:edc: ``i'S:HamLNstaff through the pro:e#ct A:pr:vaI L,fecycle (PAL) stages 2 t= 4 and thro:gh !" ne€¥faaeife¥ffi(,ffiT#r+L'`±*Prty negi!¢REREueue.

665

implementation of the BSM project. Oversee all operational elements of the Tax BSM Project efforts that include a wide variety of information

technology functions, information systems, technology development and integratioii, planning and consulting and systems integration.ResponsibleforprojectmanagementandcoordinationofTaxresourcesandworkloadthroughouttheProjectApprovalLifecycleandtheSystemDevelopmentLifecycle.ResponsibleforthedevelopmentofTaxcontentfordocumentsrelatedtotheProjectApprovalLifecycle (PAL)

process, Stage/Gate deliverables, procurement/solicitation 'documentation, Special Project Reports (SPRs), Budget Change Proposals (BCPs),andPostlmplementationEvaluationReports(PIERs).lnterpretTaxcontrolagencyguidelinesandpolicies.Communicateassumptionsandconstraintstocustomers,technicalstaffandmanagers.OverseetheTaxBSMProjectteam'scontributiontoprocurement/solicitation

documentation as required such as Request for Proposals (RFPs), Request for offers (RF0s), Invitation for Bids (lFBs), Requests for Information

(RFls), Statements of Work (sows), and Work Authorizations (WAs) documentation. Work closely with control agencies, audit ehtities, andvendorsinsupportoftheProJ.ect:DepartmentofGeneralServices(DGS),DepartmentofFinance(DOF),CaliforniaDepartmentofTechnology(CDT).WorkcollaborativelywiththeBSMManagementTeam,briefandadvisetheProjectDirectorandtheProjectManager.DevelopandmaintaineffectiveworkingrelationshipswithinternalandexternalTaxprogramstakeholderstoensuretheiruniqueinterestsaremet.Developandpresentinformationtostateandotherprojectstakeholdersonanongoingbasistokeeptheminformedofprogress,issues,statusand

risks.

Perform the operational management and administrative functions related to theTax BSM Project team, including providing dlrection to eachTaxprogramarea,ensuringthatthecustomershavethecapabilitytoperformtheirrequiredbusinessfunctionsandensuringthataHdatarequirements,scheduledates,etceteraaremonitored.Identifyanddocumentprojectscope,businessobjectives,successcriteria,assumptions,constraints,anddependencies.Defineprojectdeliverables,activities,androlesandresponsibilities.Identifyrequiredresourcesandobtainagreementonstakeholdercommitments.EnsuresactivitiesareconsistentandsupportiveoftheoveraHeffortandrequirementsofthevariouscustomersareaccommodated.Ensuresstalusisreportedtoallaffectedparticipantsonatimelybasis.PerformafullrangeofproJ.ect

856management activities.lncluding, but not limited to, project integration management, time management, scope management, schedulemanagement,qualitymanagement,costmanagement,humanresourcemanagement,riskmanagement,andcommunicationsmanagement.EnsuretheTaxBSMProjectactivitiesremainonschedule,Withinbudget.Provideleadership,managementanddirectiontotheTaxBSM

Project team (state/'contractor team) to ensure project objectives are accomplished. Review and refine deliverables for accuracy, consistency,andcompleteness.IdentifyandreviewtheTax-relatedprojectrisksandestablishmitigationprocedures.IdentifyandreviewTax-relatedprojectissuesandestablishactionitemprocedures.Facilitateprojectmeetingswithbusinessusers,projectteams,andexternalstakeholders.

Negotiate with project sponsors and participants to ensure outcomes are in accordance with project objectives.

D-na]A nf27

EDD Benefit Systems Model-nization BCP


Attachment I



SFY 2018-19Hours

Budget Development & Management -Work in conjunction with the Project Manager to complete the development of each fiscal year'sprojectbudget.Thisinvolvesensuringthattheservicedescriptionsandmethodologiesaredocumentedandreflectcurrentservicesoffered

1901,711arid associated costs; reviewing prior year project budgets and expenditures to accurately forecast future year budget needs; reviewing

outstanding fiscal requests to ensure adequate budget remains to fulfill existing obligations. Review and reconcile Tax project expenditures

with the approved project budget; review nionthly BSM cost reports to ensure Tax costs are accurately charged and reconcile any incorrect

charges to their proper accounts to ensure costs are distributed fairly and accurately according to their funding source across all programs that

contribute to BSM costs.Tax Administrator lI, EDD Total

:,ti: ,: `±:`t`:jRENir:;.$2m:tO:,REg!igas"g§`:.gL:.61The Business Analysis Lead, leads efforts to plan, organize, andcontrol work activities for the Tax BSM project effort. Performs analysis related

to the business needs for Information Technology (lT) solutions and is responsible for a full range of business process and project management

activities including, but not limited to, the following: business analysis and requirements consulting; business analysis planning and monitoring;

requirements analysis; solution assessment; I.equirements elicitation; and project management consulting including scope, schedule, risk and

issue management.

performed around developing andWork closely with customers to ensure analysis is delivering technology initiatives based on business

objectives. Maintains knowledge of the business environment, equipment, and processes as they relate to the need for information systems,

resources, and services. Represents multiple business specialties or cross-functions on formal project teams, and is responsible forgathering

and analyzing data, defining specifications, and analyzing and documenting business processes or procedures. Functions as a project lead in

order to facilitate the successful delivery and completion of IT project components. Provides guidance in the research, evaluation,

development, and selection of lT processes, r)roducts, and services to support business and project management functions. Works

collaboratively with the BSM management team, briefs and advises the manager.

Page 35 of37



Attachment I

SFY2017-18 SFY2018-19AuthorizedRequiredpYsPY,sDESCRIPTION 0F TASKS

SFY 2018-19Hours

Conduct expert business analysis for the most complex ahd sens.ttive enterprise information technology initiatives. Utilize a set of tasks and

985

techniques to work as a liaison among stakeholders to understand the structure, policies, and operations of the EDD and to recommend

solutions that enable the Department to meet its goals. Provide expert consultation on the most complex IT business analysis and process

reengineering efforts, including all phases of requirements development and requirements management. Identify and document businessanalysisscheduledependencies,assumptions,andconstraints.Performrequirementsdevelopmentincludingtheoversightand/orexecution ofthefollowingactivities:elicitation,analysis,specificationandvalidation.Provideanalysisusingtechniquesandtoolssuchasdataflowmodeling,

use case analysis, workflow analysis, functional decomposition analysis, data modeling, object modeling, Storyboarding, etc. Ensurebusiness/technicalrequirementsandobjectivesareclearlyunderstood,arefeasible,andhavestakeholdercommitment.Identifyand document

all needed requirements (business, user, system, functional, non-functional, work flow, performance, report, etc.) and business processes (as-is,to-be,gapanalysis)todevelopasolutiontl`atbestmeetsthebusinessneed.Facilitatejointapplicationdesign(JAD)sessionswithinternalstaffandexternalagenciestogatherbusinessandtechnicalrequirements.Useprescribedbestpracticesandacceptedmethodologiestodocument

deliverables, i.e.: cliange control, version control, requirements status tracking, and requirements traceability. Obtain user and management

approval of all business and functional requit.ements. Meet with technical subject matter experts (SinE) to ensure that requirements, behavior,anddesignarebeingrepresentedinthedevelopedsolutions.DevelopandmaintainunderstandingofEDD'sbusinessenvironment,available

technologies, and industry standards related to the need for information systems resources and services.

Act as project lead on the most complex information technology efforts/projects. Utilize knowledge, skills, tools, and technlques to provide

750

strategies to meet project requirements. Work collaboratively with other business analysts to plan, direct, organize, and control work activities

for critical projects. Provide input to a full range of project activities including, but not limited to, project integration management, timemanagement,scopemanagement,schedulemanagement,qualitymanagement,costmanagement,humanresourcemanagement,riskmanagement,andcommunicationsmanagement.Review,refine,andapprovedeliverablesforaccuracy,consistency,andcompleteness.

Identify and document project scope, business objectives, success criteria, assumptions, constraints, and dependencies. Assist witli thedefinitionofprojectdeliverables,activities,androlesandresponsibilities.Assistwiththedevelopmentofprojectplans,schedule,andbudgettailoredtoprojectneeds.Identifyrequiredresources,andobtainagreementonstakeholdercommitments.Identifyandreviewtheproject

risks, and provide ownership or input into risk mitigation. Identify and review the project issues, and provide ownership or input into issuemitigation.Facilitateprojectmeetingswithbusinessusers,projectteams,executivemanagement,andexternalstakeholders.Negotiatewithprojectparticipantstoensureoutcomesareinaccordancewithprojectobjectives.ParticipateinprojectchangeControlprocessesandactivities(asrequired).Participateinprojectcloseoutactivitiesandlessonslearned.Ensurefinalversionsofallrelevantdocumentationarearchivedto

the proJ.ect library.

Page36 of37



Attachment I

Sly 2017-18AuthorizedPYs SFY 2018-19RequiredPY,sDESCRIPTION OF TASKS

SFY 2018-19Hours

Data Documentation-Lead the identification and business analysis for allTax BSM data sources. Ensure detailed data dictlonaries are created

563423

for all identified BSM data sources. Work collaboratively with UI, DI, and Tax to establish enterprise Master Data Management. Facilitate

decision making discussions for Master Data rules and escalate unresolved issues to the Project Manager as needed. Ensure business analystsworkwithseniortechnicalstafftoassistwithdevelopmentofthetechnicaldesignspecificationsfortheBSMlogicaldatamodel.Overseethe

business development ofall data source data models, database schemas, data dictionaries, and data collision rules. I I

Tax Adminlstrator , EDD Tota 3'

3.0 3.0Tax Branch Total 5,134

Paoo 27 nf]7

7100.001-BCP-2018-GB

CY BY BY+ 1 BY+2 BY+3 BY+4PositionsPermanent

0.0 15.0 0.0 0.0 0.0 0.0Temporary 0.0 0.O 0.0 0.0 0.0 0.0Exem pt 0.0 0.0 0.0 0.0 0.O 0.0Board Total Positions 0.0 0.O 0.0 0.0 0.O 0.0

0.0 15.0 0.0 0.0 0.O 0.0

Salaries and WagesEarnings-Permanent0000 1,148,000000 0O00 0O00 0O00 000O

Earnings - TemporaryEarnings -Statutory/ExemptOvertime, Holiday, OtherTotalSalaries and WagesStaffBenefitsDentalInsurance

SO000O0000O00 $1,148,00010,0000212,000016,000 SO00000000000 $0O0000O00000 $00O000000000 $00O00

Disabllity Leave

Health Insurancelife InsuranceMedicare TaxationOASDI 00

68,000Retirement 286,000 OOUnemployment Insurance 2,000Vision Care 2,000 0Workers' Compensation 36,000 0Staff Benefits -OtherTotalStaff BenefitsTotalPersonalServices 10,000 0

O 642,000 0 0 0 O

SO $1,790,000 SO SO $0 $0Operating Expenses and EquipmentGeneralExpense

000O000000000O000 18,000044,000O002,000 0O0000OO000000000 00OO000000OO0000O 000O0000O0000000O 00000Pr,nt,ngCommunicationsPostag eInsuranceTravelTraining 00

Facilities operationsUtilitiesConsultingandProfessional Services 80,000 00006,000

1,800,000O60,000Departmental ServicesConsolidated Data Centers O

Information Technology 30,000000192,000 0O00Central Administrative ServicesOffice EquipmentOther

Unclassified/Special AdjustmentTotaloperatingExpensesand Equipment 0

SO $2,232,000 SO $0 $0 SO

Total Budget Request $0 $4,022,000 I $0 $0 Sol So

Fund Source -State operationsGeneralFund0000 004,022,0000 0000 0000 0000 0000

Federal FundsOther/Special FundsReimbursementsTotalState operations Expenditures

$0 $4,022,000 $0 $0 $0 SOFund Source -Local AssistanceGeneralFund

0000 0000 0OO0 0O00 0000 000Federal FundsOther/Special FundsReimbursementsTotalLocal Assistance Expenditures 0

$0 $0 $0 $0 $0 $0

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