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REVISION: 3.3 ONGARD REPLACEMENT PROJECT MANAGEMENT PLAN ii OF vi

Contents

REVISION HISTORY ............................................................................................................................................ IV

1.0 PROJECT OVERVIEW ..................................................................................................................................... 1

EXECUTIVE SUMMARY‐ RATIONALE FOR THE PROJECT ............................................................................................................ 1 1.1 FUNDING AND SOURCES ............................................................................................................................................. 3 1.2 CONSTRAINTS .......................................................................................................................................................... 5 1.3 DEPENDENCIES ......................................................................................................................................................... 6 1.4 ASSUMPTIONS ..................................................................................................................................................... 6 1.5 PROJECT RISKS IDENTIFIED ........................................................................................................................................ 7

2.0 PROJECT AUTHORITY AND ORGANIZATIONAL STRUCTURE ............................................................................ 8

2.1 STAKEHOLDERS ........................................................................................................................................................ 8 2.2 PROJECT GOVERNANCE STRUCTURE ........................................................................................................................... 10

2.2.1 Describe the organizational structure – Org Chart ................................................................................... 10 2.2.2 Describe the role and members of the project steering committee .......................................................... 11

2.3 EXECUTIVE REPORTING ............................................................................................................................................ 12

3.0 SCOPE ......................................................................................................................................................... 14

3.1 PROJECT OBJECTIVES .............................................................................................................................................. 14 3.1.1 BUSINESS OBJECTIVES .......................................................................................................................................... 15 3.1.2 TECHNICAL OBJECTIVES ........................................................................................................................................ 15 3.2 CRITICAL SUCCESS FACTORS ..................................................................................................................................... 15

4.0 PROJECT DELIVERABLES AND METHODOLOGY ............................................................................................. 16

4.1 PROJECT MANAGEMENT LIFE CYCLE .......................................................................................................................... 16 4.1.1 Project Management Deliverables ............................................................................................................ 16 4.1.2 Product Deliverables ................................................................................................................................. 17 4.1.3 Deliverable Approval Authority Designations ........................................................................................... 18 4.1.4 Deliverable Acceptance Procedure ............................................................................................................ 18

4.2 PRODUCT LIFE CYCLE ......................................................................................................................................... 18 4.2.1 Major Deliverables and Performance Measures ....................................................................................... 18 Major Project Deliverable and Performance Measure ....................................................................................... 18 Due Date ............................................................................................................................................................ 18 Project Phase ...................................................................................................................................................... 18 4.2.2 Product and Product Development Deliverables ....................................................................................... 20

5.0 PROJECT WORK ........................................................................................................................................... 20

5.1 WORK BREAKDOWN STRUCTURE (WBS) .................................................................................................................... 20 5.2 SCHEDULE ALLOCATION ‐ PROJECT TIMELINE ............................................................................................................... 23 5.3 PROJECT TEAM ...................................................................................................................................................... 24

5.3.1 Project Team Organizational Structure ..................................................................................................... 24 5.3.2 Project Team Roles and Responsibilities ................................................................................................... 24

5.4 STAFF PLANNING AND RESOURCE ACQUISITION .................................................................................................. 26 5.4.1 Project Team ............................................................................................................................................. 26 5.4.2 Non‐Personnel resources ........................................................................................................................... 27

5.5 PROJECT LOGISTICS ........................................................................................................................................... 27 5.5.1 Project Team Training ............................................................................................................................... 27

6.0 PROJECT MANAGEMENT AND CONTROLS .................................................................................................... 27

6.1 RISK AND ISSUE MANAGEMENT ................................................................................................................................. 27 6.1.1 Risk Reporting and Escalation Strategy ..................................................................................................... 27

REVISION: 3.3 ONGARD REPLACEMENT PROJECT MANAGEMENT PLAN iii OF vi

6.1.2 Project Risk Tracking Approach ................................................................................................................ 28 6.1.3 ISSUE MANAGEMENT ................................................................................................................................ 28

6.2 INDEPENDENT VERIFICATION AND VALIDATION ‐ IV&V ............................................................................................. 28 6.3 SCOPE MANAGEMENT PLAN .................................................................................................................................... 29

6.3.1 Change Control .......................................................................................................................................... 29 6.4 PROJECT BUDGET MANAGEMENT .............................................................................................................................. 30

6.4.1 Communication Matrix ............................................................................................................................. 30 6.4.2 Project Status Reports ............................................................................................................................... 31

6.5 PERFORMANCE MEASUREMENT (PROJECT METRICS) ...................................................................................... 31 6.5.1 Baselines .................................................................................................................................................... 31

6.6 QUALITY OBJECTIVES AND CONTROL ................................................................................................................ 32 6.6.1 Quality Standards ...................................................................................................................................... 33 6.6.2 Agency/Customer Satisfaction .................................................................................................................. 33 6.6.3 Product Deliverable Acceptance Process ................................................................................................... 33

6.7 CONFIGURATION MANAGEMENT ..................................................................................................................... 33 6.7.1 Version Control .......................................................................................................................................... 34 6.7.2 Project Repository (Project Library) ........................................................................................................... 34

6.8 PROCUREMENT MANAGEMENT PLAN .............................................................................................................. 34

7. 0 PROJECT CLOSE ........................................................................................................................................... 34

7.1 Administrative Close ..................................................................................................................................... 34 7.2 Contract Close .............................................................................................................................................. 34

REVISION: 3

REVISI

REVISION

1.0

2.0

2.1

2.2

2.3

2.4

3.0

3.1

3.2

3.3

3.3

ON HISTO

N NUMBER

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ORY

DATE

June 11

Octobe

Novemb2013

May 28

Septem2014

Februar

Octobe

January

January

March 4

RD REPLACEME

1, 2012

r 1st, 2013

ber 18th,

thth, 2014

mber 24thth,

ry 24th, 2015

r 20, 2015

y 3, 2016

y 28, 2016

4, 2016

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REVISION: 3

1.0 PROJE

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REVISION: 3.3 ONGARD REPLACEMENT PROJECT MANAGEMENT PLAN 2

During the FY12 budget planning process, ONGARD was awarded C‐2 funding totaling $6M. The C‐2 submission was a multi‐million dollar request to support platform migration, with the objective of moving the mainframe COBOL base code to a server‐based environment. Since the FY12 appropriation, however, the SMT has engaged in an in‐depth exploration of modern technology options, and its FY17 request for total system replacement supplanted the FY12 platform migration request. The SMT’s change in approach was driven by its aspiration to develop a system that would be sustainable for the long term, to support the State’s and Tri‐Agencies’ mission well into the future.

Accomplishments and System Improvements: FY12 funding has supported several important system improvements and research efforts by the SMT, including, but not limited to, the following:

First, the EMNRD Oil Conservation Division (OCD) Online System has been completed and currently interfaces with ONGARD. This system is responsible for e‐Permitting, including the Application for Permit to Drill; Acreage Plat and Dedication; Operator Change; Operators' Monthly Report; and Hydraulic Fracturing Fluid Disclosure (HFFD) forms. OCD Online also provides well locations, including unit letters, sections, townships and ranges.

Second, the SLO Land Information System (LIMS), which provides land‐lease geospatial location integration with ONGARD, is nearing completion. Deployment is expected in May, 2016.

Third, critical ONGARD Stabilization activity has been completed, including the creation of test, QA and staging environments and a test/release process, the removal of 2.5 Million lines of unused/redundant code, security and audit improvements, and the upgrade to enterprise COBOL.

Fourth, the SMT engaged in Research and Benchmarking other oil and gas producing states’ solutions and best practices, including travel to Colorado, Wyoming, Texas and Louisiana to look at systems and solutions, as well as conversations with additional states, including Alaska.

Fifth, a Request for Information was submitted to industry leaders to produce estimates of implementation costs, timeframe and Total Cost of Ownership. The results of the RFI were reviewed and summarized, leading to the estimate for system replacement identified in the initial FY17 C‐2 Funding Request.

Sixth, the ONGARD Business Process Analysis, Phase 1 was completed in November, 2015. The BPA provides a comprehensive analysis of all systems and sub‐systems that comprise the ONGARD ecosystem. This effort incorporated strong participation by Tri‐Agencies Subject Matter Experts (SME’s), resulted in Functional and Technical Requirements, and produced a preliminary data exchange analysis to support a Service Oriented Architecture (SOA)/ distributed system approach.

Finally, the SMT has engaged in additional Research including sessions with Gartner, discussions with academia and industry, and review of technical literature, resulting in a decision point to embrace a Hybrid Architecture, leveraging commercial, off the shelf applications which have been optimized and deployed successfully in production. The Hybrid Architecture will support data exchange among severance tax, royalty, land information

REVISION: 3

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ection 7. DATAPPROPRIATIOre appropriatystems enhans indicated, foUnless otherwppropriation ears 2016, 20therwise indialances remaear 2018 shaystems enhans indicated. Tnd administrarom the fundsn receiving ceocumentationformation ofompliance wirocess.

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DEFINE (requirements), DESIGN, DEVELOP, and DEPLOY project phases may be managed as

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3

REVISION: 3

3.0 SCOPE

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14

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REVISION: 3

3.1.1 BUSINE

NUMBER

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REVISION: 3

NUMBER

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16

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REVISION: 3

Project MPlan

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17

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$ 60,000.00

$ 48,025.75

$ 53,029.80

$ 54,156.25

$ 719,327.00

2,661,624.61

6,116,000.00

TBD

TBD

TBD

TBD

TBD

LAN

DUE DATE

6 6/30/16

1 6/30/16

0 12/31/16

0 Complete

4 Complete

4 6/30/16

0 Complete

5 6/30/16

0 6/30/16

5 6/30/16

0 6/30/16

1 6/30/16

0 6/30/16

D TBD

D TBD

D TBD

D TBD

D TBD

PROJECT P

Planning



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Close‐out

19

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Task Name and Description Deliverable

Present C‐2 and technology recommendation to LFC

PowerPoint Presentation

Requirements Phase 1: BPA Analysis & AS‐IS Exchange Model

Functional Requirements and Exchange Model

Requirements Phase 2: Parse Requirements and Data Architecture

Partition Requirements by System MS Access Database with System, Subsystem,

Process, Business Rules

Data Architecture for Data to be Exchanged

TO‐BE Analysis and Data Model Activity Diagrams illustrating exchanges and

objects exchanged among systems

TO‐BE Information Exchanges

UML diagram illustrating objects exchanged among systems, associations, cardinality, min/max occurs, data structure spreadsheet ordered by namespace, data element dictionary, XML schema

Refine Data Model following mapping and data conversion

Final Data Model, including all artifacts identified above

Master Data Management Requirements

Master Data Management Plan

Tri‐Agency SharePoint Collaboration Site State‐Owned SharePoint Site

Knowledge Transfer Documentation for site provisioning and site

collections

DESIGN

Sub Project A: Data Warehouse/Middleware

Research Options for Integration Architecture

Research documentation

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Gartner Reports

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Present architectural recommendations, Q&A

Q&A session

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Procure Hardware, Tools and Licenses Contractual instruments, Purchase Orders

Deploy Integration Architecture Deployment Plan

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23

REVISION: 3

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34

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PROJECT MANAGEMENT PLA N PMP)€¦ · 23/03/2016 · utive Spo mmissio tem Man cretary; orate of...

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