ICL Pathway High Level Counter Infrastructure Rollout
Strategy
COMMERCIAL IN CONFIDENCE
FUJ00001514
FUJ00001514
Ref:IM/STR/025
Version:5.0
Date:22/10/99
Document Title:
Document Type:
High Level Counter Infrastructure Rollout Strategy
Strategy
Abstract: This document details the strategy, which ICL Pathway
will adopt for implementing the national rollout of the
Horizon counter infrastructure.
Status: Approved
Distribution:
Jim Flynn ICL Pathway Barry Hancill ICL Pathway
Terry Austin ICL Pathway Paul Underwood ICL Pathway
Liam Foley ICL Pathway Billy Herd ICL Pathway
Tony Oppenheim ICL Pathway Dave Howells ICL Pathway
Rom Zbieranowski ICL Pathway Duncan McKellar ICL Pathway
Steve Burgess ICL Pathway Library ICL Pathway
Steve Lovegrove ICL Pathway Graham Katon POCL
John O'Leary ICL Pathway Douglas Craik POCL
lan Openshaw ICL Pathway Andy Jones POCL
Hilary Forrest ICL Pathway Steve Grayston POCL
Martin Johnston ICL Pathway Martin O’Toole POCL
Steve Melvin ICL Pathway
Author: Bob McDermott
Comments to: Author
Comments by:
© 1999 ICL Pathway Ltd COMMERCIAL IN CONFIDENCE Page 0 of 1
CONTRACT CONTROLLED
Nothing contained herein shall be deemed or construed as affecting existing contractual obligations, or creating
new contractual obligations, between ICL Pathway, the DSS and/or POCL, or any other third party
FUJ00001514
FUJ00001514
ICL Pathway High Level Counter Infrastructure Rollout Ref:IM/STR/025
Strategy Version:5.0
Date:22/10/99
COMMERCIAL IN CONFIDENCE
0 Document control
0.1 Document history
Version Date Reason
0.1 1/12/97 First issue for comment
0.2 5/2/98 2°¢ draft for review
0.3 25/2/98 3" Draft incorporating pre-review comments
1.0 16/6/98 Baseline version following document review
2.0 16/6/98 New version to incorporate BA District changes as a result of
Change Request P0080a.
3.0 28/5/99 Amendments as a result of change to contract to remove
references to BA. BA Districts remain because these are
currently the basis on which the rollout is structured.
Document not formally issued.
4.0 12/7/99 New baseline version to amend or remove rollout criteria
following deletion of certain referenced requirements as a
result of changes emanating from the withdrawal of Benefits
Agency. Additional minor changes defined in section 0.5.
Document not formally issued.
4.1 6/9/99 Minor modifications to clarify and amend definition of
Christmas periods and associated beat rates. Document not
formally issued.
4.2 22/9/99 Amended to incorporate comment from POCL. Document not
formally issued.
43 13/10/99 Changes incorporated as a result of additional contractual
agreement emanating from acceptance.
44 18/10/99 Incorporates changes following initial review of v4.3.
5.0 22/10/99 Updated following fagan review with POCL
COMMERCIAL IN CONFIDENCE Page 1 of 1
CONTRACT CONTROLLED
Nothing contained herein shall be deemed or construed as affecting existing contractual obligations, or creating
new contractual obligations, between ICL Pathway, the DSS and/or POCL, or any other third party
FUJ00001514
FUJ00001514
ICL Pathway High Level Counter Infrastructure Rollout Ref:IM/STR/025
Strategy Version:5.0
Date:22/10/99
COMMERCIAL IN CONFIDENCE
0.2 Approval authorities
Name Position Signature Date
Douglas Craik Horizon Head of
Implementation
Jim Flynn Implementation Director
COMMERCIAL IN CONFIDENCE Page 2 of 1
CONTRACT CONTROLLED
Nothing contained herein shall be deemed or construed as affecting existing contractual obligations, or creating
new contractual obligations, between ICL Pathway, the DSS and/or POCL, or any other third party
FUJ00001514
FUJ00001514
ICL Pathway High Level Counter Infrastructure Rollout Ref:IM/STR/025
Strategy Version:5.0
Date:22/10/99
COMMERCIAL IN CONFIDENCE
0.3 Associated documents
Reference Vers Date Title Source
IM/PLA/O11 1.0 08/03/99 Infrastructure Programme Plan _M.Roberts
2 IM/PLA/010 4.0 13/10/99 Installation Programme Plan M.Roberts
which incorporates V13.0 of the
Installation Programme Plan.
3 IM/STR/049 3.0 22/10/99 Strategy document defining the W.Herd
key activities and the timing of
those activities within the two sub-
programmes : Infrastructure and
Installation
0.4 Abbreviations
POCL Post Office Counters Limited
BA District The grouping of post offices into logical districts to provide a number of
logical subdivisions of the 4 Implementation Programmes.
IBAD
Implementable BA District. The grouping of post offices within a BA
District, which are available for scheduling into the Horizon programme.
IU Implementation Unit. A generic name for a logical unit of post offices
which will be scheduled in a given week of either the Infrastructure
Programme or the Installation and Awareness Programme.
InfrU Infrastructure Unit. A logical unit of post offices which will be scheduled
into a given week of the Infrastructure Programme.
InstU Installation Unit. A logical unit of post offices which will be scheduled
into a given week of the Installation Programme.
IP Implementation Programme
MIB Management Infrastructure Briefing
RFI Ready for Installation
DRI Designated Responsible Individual
ALPS Automated London Post Offices
OBCS Order Book Control System
PO Post Office
COMMERCIAL IN CONFIDENCE
CONTRACT CONTROLLED
Page 3 of 1
Nothing contained herein shall be deemed or construed as affecting existing contractual obligations, or creating
new contractual obligations, between ICL Pathway, the DSS and/or POCL, or any other third party
FUJ00001514
FUJ00001514
ICL Pathway High Level Counter Infrastructure Rollout Ref:IM/STR/025
Strategy Version:5.0
Date:22/10/99
COMMERCIAL IN CONFIDENCE
IGL Initial Go Live
0.5 Changes in this version
5.0 Inclusion of minor changes from fagan review, updates to document
headers, changes of tense where activities have now taken place and
corrections to table indexing. Removal of Criteria 9 following approval of
CCNS540.
COMMERCIAL IN CONFIDENCE Page 4 of 1
CONTRACT CONTROLLED
Nothing contained herein shall be deemed or construed as affecting existing contractual obligations, or creating
new contractual obligations, between ICL Pathway, the DSS and/or POCL, or any other third party
FUJ00001514
FUJ00001514
ICL Pathway High Level Counter Infrastructure Rollout Ref:IM/STR/025
Strategy Version:5.0
Date:22/10/99
COMMERCIAL IN CONFIDENCE
0.6 Table of content
ntroduction
Phase 6 - New Release 2 new installations
9
3.1.7Phase 7a — National Rollout Infrastructure Programme - initial
start up (3 weeks )
. Phase 7b - National Rollout Infrastructure Programme
3.1.9Phase 8a — National Rollout Installation Programme -— initial start
up (11 weeks )
COMMERCIAL IN CONFIDENCE Page 5 of 1
CONTRACT CONTROLLED
Nothing contained herein shall be deemed or construed as affecting existing contractual obligations, or creating
new contractual obligations, between ICL Pathway, the DSS and/or POCL, or any other third party
FU.
ICL Pathway High Level Counter Infrastructure Rollout Ref:IM/STR/025
Strategy Version:5.0
Date:22/10/99
COMMERCIAL IN CONFIDENCE
3.4.1 Rollout Criteria 1
BA Districts with ALPS Equipment
2 26
Tables
Table 1 - Implementation Programmes to PO Regions. ............2.:.::csecceceseeseteeeeeseeees 11
Table 2 - Definition of Christmas Periods relating to the Infrastructure Programme. 14
Table 3 - Christmas 1999 Constraints — Installation Programme..............:0::c0ee 17
Table 4 — Christmas 2000 Constraints — Installation Programme.................:::00+ 18
Table 5 - Major Conurbations by Implementation Programme.
Table 6 — Major Conurbations by BA District
FUJ00001514
}J00001514
COMMERCIAL IN CONFIDENCE Page 6 of 1
CONTRACT CONTROLLED
Nothing contained herein shall be deemed or construed as affecting existing contractual obligations, or creating
new contractual obligations, between ICL Pathway, the DSS and/or POCL, or any other third party
FUJ00001514
FUJ00001514
ICL Pathway High Level Counter Infrastructure Rollout Ref:IM/STR/025
Strategy Version:5.0
Date:22/10/99
COMMERCIAL IN CONFIDENCE
Table 7 - BA District by Implementation Programmes.
Table 8 — BA Districts with ALPS Equipment
COMMERCIAL IN CONFIDENCE Page 7 of 1
CONTRACT CONTROLLED
Nothing contained herein shall be deemed or construed as affecting existing contractual obligations, or creating
new contractual obligations, between ICL Pathway, the DSS and/or POCL, or any other third party
FUJ00001514
FUJ00001514
ICL Pathway High Level Counter Infrastructure Rollout Ref:IM/STR/025
Strategy Version:5.0
Date:22/10/99
COMMERCIAL IN CONFIDENCE
1 Introduction
This document has been produced as one in the series of strategy documents
reflecting the processes involved in the implementation of the Horizon
counter systems. This document defines ICL Pathway’s strategy for the
phasing of the rollout of the Horizon counter infrastructure, whilst giving
consideration to requirements defined by POCL, which relate to the order in
which the post offices are implemented.
2 Scope
The scope of this document is as follows:
e To define the various phases of the programme leading to the start of
national rollout
e To provide a high level overview of the implementation programmes
covering the UK for the national rollout
« To define the implementation programmes and their association with large
conurbations and BA districts, in addition to defining the criteria by which the
programme will be undertaken. Sequencing of the rollout by BA District within
each implementation programme is defined in Ref[1] and Ref[2].
3 Rollout Strategy
The Rollout of counter equipment into post offices has been defined into a
number of distinct phases, which cover the live trial of the early releases of
Horizon. Upon successful completion of the trial phases, the national rollout
of counter equipment will commence through four defined Implementation
Programmes. The preparation of the post office infrastructure to allow the
installation of counter equipment will start prior to and be conducted
separately from the rollout of counter equipment. However, the infrastructure
programme will be undertaken in an order to ensure timely availability of
prepared post offices to satisfy the installation phase.
For each programme the sequence of rollout activities within each post office
has been split into two separate programmes, the Infrastructure programme
and the User Awareness and Installation programme. The Infrastructure
programme covers the activities for each outlet from the issue of the regional
general manager letter through to completion of the site preparation activities
such that the outlet is ready for installation. The User Awareness and
COMMERCIAL IN CONFIDENCE Page 8 of 1
CONTRACT CONTROLLED
Nothing contained herein shall be deemed or construed as affecting existing contractual obligations, or creating
new contractual obligations, between ICL Pathway, the DSS and/or POCL, or any other third party
FUJ00001514
FUJ00001514
ICL Pathway High Level Counter Infrastructure Rollout Ref:IM/STR/025
trate Version:5.0
s gy Date:22/10/99
COMMERCIAL IN CONFIDENCE
Installation programme covers the Awareness/Training events for the outlet
staff, the installation of the counter equipment, the migration, acceptance and
the transition to steady state.
3.1. Rollout Phases
The defined phases of the rollout are as follows:
3.1.1. Phase 1 - Initial Go Live (Release 1a) installations
During September/October 1996, ten post office outlets in South Wales and
South West region had equipment installed to automate the payment of child
benefit by utilisation of the benefit payment card. The counter systems
installed utilised some hardware components, which were specific to this
exercise and therefore not used in later phases of the rollout programme.
Only one counter position per post office outlet was installed.
Post offices in this phase were in the following BA Districts :
District BA District
Number I District Name
Ref
4.01 101307 _I Bristol Brunel
3.1.2 Phase 2 - Release 1b installations
The outlets identified to receive the Release 1b system are located in South
Wales and South West Region and North East Region. The Release 1b
system introduced the automation of the order book control system (OBCS).
These outlets had counter equipment installed between May 1997 and
September 1997. The number of outlets originally installed was 201. These
post offices, supplemented by those outlets undertaken in Phase 1 would
form approximately two thirds of the post offices required for the live trial.
Post offices in this phase were in the following BA Districts :
North East South West
District BA District District BA District
Number I District Name Numbe I District Name
Ref r Ref
11.01 I 100401 I Newcastle 4.01 101307 I Bristol Brunel
11.04 I 100901 I Northumbria 4.06 I 100507 I Gloucestershire
11.05 I 109001 I South
Tyneside
COMMERCIAL IN CONFIDENCE Page 9 of 1
CONTRACT CONTROLLED
Nothing contained herein shall be deemed or construed as affecting existing contractual obligations, or creating
new contractual obligations, between ICL Pathway, the DSS and/or POCL, or any other third party
FU.
ICL Pathway High Level Counter Infrastructure Rollout Ref:IM/STR/025
trate Version:5.0
s gy Date:22/10/99
COMMERCIAL IN CONFIDENCE
3.1.3
Phase 3 - IGL upgrades to Release 1c
Release 1c introduced support for benefit encashment and order book
control. The systems identified as part of Phase 1 were upgraded to target
hardware configurations and with the introduction of release 1c were able to
operate the order book control functionality in addition to the existing
capability of child benefit encashment through payment card.
Post offices in this phase were in the following BA Districts :
District BA District
Number I District Name
Ref
4.01 101307 _I Bristol Brunel
Phase 4 - Release 1b upgrades to Release 1c
Phase 4 introduced release 1c to those post offices installed as part of Phase
2 and enabled these post offices to process child benefit encashment through
payment card, in addition to continuation of the order book control
functionality. The completion of this exercise introduced parity of software
release and hardware component configuration across all currently
automated post office outlets.
District BA District District BA District
Number I Distric Name Number I District Name
t Ref
Ref
11.01 I 10040 I Newcastle 4.01 101307 I Bristol Brunel
1
11.04 I 10090 I Northumbria 4.06 100507 I Gloucestershire
1
11.05 I 10900 I South
1 Tyneside
Phase 5 - Release 1c upgrades to New Release 2
This phase introduced Release 2 software to the post offices with currently
installed equipment. All installed counter systems were upgraded to new
release 2.
Phase 6 - New Release 2 new installations
This phase introduced 103 new post office outlets, in addition to those
installed in earlier phases. The outlets identified under Phases 1 and 2 were
largely smaller sub post offices. These additional outlets were larger sub post
offices and branch offices, some of which had other automated equipment
FUJ00001514
}J00001514
COMMERCIAL IN CONFIDENCE Page 10 of 1
CONTRACT CONTROLLED
Nothing contained herein shall be deemed or construed as affecting existing contractual obligations, or creating
new contractual obligations, between ICL Pathway, the DSS and/or POCL, or any other third party
FUJ00001514
FUJ00001514
ICL Pathway High Level Counter Infrastructure Rollout Ref:IM/STR/025
trate Version:5.0
s gy Date:22/10/99
COMMERCIAL IN CONFIDENCE
3.1.1
installed. These installations were undertaken in the first two weeks of live
trial.
Installation of new offices will be in the following BA Districts.
District BA District District BA District
Number I Distric Name Number I District Name
t Ref
Ref
11.01 I 10040 I Newcastle 4.01 101307 I Bristol Brunel
1
11.04 I 10090 I Northumbria 4.06 100507 I Gloucestershire
1
11.05 I 10900 I South
1 Tyneside
Phase 7a — National Rollout Infrastructure Programme - initial start up (3
weeks )
The start of National Rollout Infrastructure Programme was undertaken at
lower than the target beat rate of 300 post offices per week, for a period of 3
weeks. Details of ramp up rates and the associated BA Districts are detailed
in Ref[1]
Phase 7b - National Rollout Infrastructure Programme
This phase is the environmental preparation of the post offices in readiness
for the installation of Horizon counter equipment. The infrastructure
programme is separate to the installation programme and completing post
offices within this programme ensures the post offices are RFI prior to
scheduling into Phase 8. The infrastructure programme began well in
advance of the installation and awareness programme and look to create an
operating surplus of offices. The activities which constitute the infrastructure
programme are defined in Ref[3]. Dates relating to the infrastructure
programme are defined in Ref[1].
Phase 8a — National Rollout Installation Programme - initial start up (11
weeks )
The start of National Rollout installation programme was undertaken at lower
than the target beat rate, for a period of 11 weeks up to the Christmas 1999
period. Details of ramp up rates and the associated BA Districts are detailed
in Reff2]
0 Phase 8b - National Rollout — Installation Programme
This phase is the continuing rollout of counter equipment at the target rate of
post offices per week as defined in Ref[2].. This phase will utilise those post
COMMERCIAL IN CONFIDENCE Page 11 of 1
CONTRACT CONTROLLED
Nothing contained herein shall be deemed or construed as affecting existing contractual obligations, or creating
new contractual obligations, between ICL Pathway, the DSS and/or POCL, or any other third party
FUJ00001514
FUJ00001514
ICL Pathway High Level Counter Infrastructure Rollout Ref:IM/STR/025
trate Version:5.0
s gy Date:22/10/99
COMMERCIAL IN CONFIDENCE
3.2
3.3
offices which are available to be scheduled into the installation programme at
the appropriate point in accordance with Ref[2]. Post offices, which are not
available, will be scheduled at a later time in accordance with re-availability of
the post office and the availability of the necessary ICL Pathway resources.
Processes for the management of “sundry” post offices, which cannot be
rescheduled, into this phase, will be detailed in lower level documents. The
activities, which constitute the installation programme, are defined in Ref[3].
Dates relating to the installation programme are defined in Ref[2].
Implementation Programmes
ICL Pathway will manage the national rollout within four Implementation
Programmes. The sequence and concurrency of these programmes is
defined in Ref[2]. These Implementation Programmes map onto the post
office regions as detailed in Table 1 below.
Table 1 - Implementation Programmes to PO Regions
IP POCL Region
1__I Scotland & Northern Ireland region
North Wales & North West region plus the remainder of
the North East region and post offices in Tyne and Wear
which were not completed under Phase 2.
3 I South Wales and South West and Midlands regions and
post offices in South Wales and South West which were
not completed under Phase 2.
4 I North Thames, East Anglia and the South East region
Implementation Cycle
Following the implementation of approximately 200 post offices running
release 1b and the subsequent surveys and in some cases re-surveys in an
additional 450 post offices, it was apparent that a significant number of
outlets in the post office real estate required extensive site infrastructure
works, to enable the installation of Horizon equipment. In order to undertake
this work and thus de-risk attaining and sustaining the prescribed national
rollout beat rate of 300 post offices per week, the implementation cycle has
been significantly revised. To manage the more volatile activities such as
survey, re-survey, modification and preparation and thus reduce the risk to
the installation beat rate defined in Ref[2], the original implementation
process has been segregated into two discrete and independent
COMMERCIAL IN CONFIDENCE Page 12 of 1
CONTRACT CONTROLLED
Nothing contained herein shall be deemed or construed as affecting existing contractual obligations, or creating
new contractual obligations, between ICL Pathway, the DSS and/or POCL, or any other third party
FUJ00001514
FUJ00001514
ICL Pathway High Level Counter Infrastructure Rollout Ref:IM/STR/025
trate Version:5.0
s gy Date:22/10/99
COMMERCIAL IN CONFIDENCE
3.4
3.4.1
programmes. The activities which constitute each of these programmes is
defined in Ref[3]. The two programmes are
i. Infrastructure Programme
ii. Awareness and Installation Programme
These two distinct programmes are separated by a minimum planning period
of 4 weeks to allow :
a) Scheduling of the post offices within an IBAD into installation units
(InstU’s), at the prescribed rate as defined in Ref[2].
b) Notification of appointment dates to outlet managers or their designated
responsible individuals (DRI).
Where post offices are encountered which cannot be completed due to
external business related influences, these will be managed independently of
the main programme and thus potentially may contravene the defined
implementation cycle. The process for managing post offices such as these
will be detailed in a lower level document relating to the rescheduling
process.
A detailed definition of the implementation cycle is available in Ref[3]
Criteria for Implementation
Where it is stated in relation to specific criteria detailed below, that
reasonable endeavours will be made to ensure they are satisfied, these
criteria are not contractual and therefore do not have any penalties
associated where conformance cannot be achieved.
Rollout Criteria 1
Within each Implementation Programme area, both the infrastructure and
installation and user awareness schedules will be phased by BA districts.
Schedules will then be further sub divided into implementation units (IU’s). An
implementation unit represents a logical grouping of post offices into a single
week of the rollout programme and these are designated as InfrU’s or InstU’s
as appropriate to the programme they are being scheduled into. IU’s will be
scheduled into the infrastructure programme as InfrU’s, for completion of the
defined activities. The IU’s will then be redefined as InstU’s and rescheduled
into the user awareness and _ installation programme. However, this
scheduling process will ensure that requirements 972 and 941 are adhered
to, namely :
¢ Installation will take place in major conurbations first (See Section 3.6)
COMMERCIAL IN CONFIDENCE Page 13 of 1
CONTRACT CONTROLLED
Nothing contained herein shall be deemed or construed as affecting existing contractual obligations, or creating
new contractual obligations, between ICL Pathway, the DSS and/or POCL, or any other third party
FUJ00001514
FUJ00001514
ICL Pathway High Level Counter Infrastructure Rollout Ref:IM/STR/025
trate Version:5.0
s gy Date:22/10/99
COMMERCIAL IN CONFIDENCE
3.4.2
3.4.3
3.4.4
e The M25 and Northern Ireland will be subject to separate rollout plans.
(See Criteria 4 and 5)
e The M25 rollout will take place during the second half of the overall
timetable. (See Criterion 5)
Reasonable endeavours will be taken to ensure sequencing of the
implementation activities is undertaken in the following order :
1. Completion of BA Districts that are part of the live trial requirement.
2. BA Districts will be undertaken consecutively normally bordering on
an already installed district.
The major conurbations will be completed first within specific implementation
programmes, however later completion of major conurbations, in one or more
implementation programmes will not constrain the continuance of other
implementation programmes.
Rollout Criteria 2
Where post offices within a BA District are not available to be scheduled at
the start of the implementation cycle (e.g. due to planned relocation, major
refurbishment etc.), or become unavailable during the implementation cycle,
then these post offices will be re-scheduled at a time, later in the programme,
to enable the most effective utilisation of ICL Pathway’s field based
resources. This will not conflict with the continuing rollout programme. When
post offices within a BA district, which are not available for scheduling have
been identified, the remaining post offices are grouped into an IBAD.
Rollout Criteria 3
All post offices, which can be scheduled into IBADs, will be implemented in
one continuous programme.
Rollout Criteria 4
Post Offices in Northern Ireland will be implemented as a separate
programme. The implementation of Northern Ireland will take place at the
earliest point within the scheduling of activities in Implementation Programme
1, while giving due consideration to the influencing activities within that IP,
namely
1. Utilisation of ICL Pathway’s and POCL’s field resources in
Implementation Programme 1 to avoid adverse weather conditions
in remote areas of Scotland
2. Scheduling of activities within the Province to avoid the constraining
effects of the Marching Season.
Nothin,
COMMERCIAL IN CONFIDENCE Page 14 of 1
CONTRACT CONTROLLED
g contained herein shall be deemed or construed as affecting existing contractual obligations, or creating
new contractual obligations, between ICL Pathway, the DSS and/or POCL, or any other third party
FUJ00001514
FUJ00001514
ICL Pathway High Level Counter Infrastructure Rollout Ref:IM/STR/025
trate Version:5.0
s gy Date:22/10/99
COMMERCIAL IN CONFIDENCE
3.4.5
3.4.6
3.4.7
3.4.7
Rollout Criteria 5
The installation of the BA Districts that have post offices that operate the
ALPS system will commence in the second half of phase 8. The BA districts,
which constitute the “ALPS offices”, are detailed in section 3.9 of this
document.
Rollout Criteria 6
Post offices in Implementation Programme 1 may finish earlier than the other
3 implementation programmes.
Rollout Criteria 7
Rollout activity will be restricted during Christmas periods. The Christmas non
activity periods are defined in Table 2 - Definition of Christmas Periods
relating to the Infrastructure Programme, for the Infrastructure Programme.
For the Installation Programme constraints on activities during the Christmas
periods differ between Christmas 1999 and Christmas 2000. These are
detailed in Table 3 - Christmas 1999 Constraints — Installation Programme for
the Christmas 1999 period, and Table 4 — Christmas 2000 Constraints —
Installation Programme for the Christmas 2000 period. Unless otherwise
defined the Christmas period will be deemed to have ended by the first
working day of January of the New Year. Rollout activities may be undertaken
in post offices during this period by prior agreement between ICL Pathway,
the outlet manager, and the POCL Horizon Implementation Manager.
-1 Infrastructure Programme Christmas Periods
The Infrastructure Programme is undertaken separate to and prior to the installation
programme. As a result, the Christmas 1998 period affects the infrastructure
programme, but has no impact on the installation programme
Table 2 - Definition of Christmas Periods relating to the Infrastructure
Programme
Activity 1998 1999
50% wic wic
23/11/98 22/11/99
50% wic wic
30/11/98 29/11/99
50% wic wic
7/12/98 6/12/99
0 wic wic
14/12/98 13/12/99
0 wic wic
21/12/98 20/12/99
0 wic wic
COMMERCIAL IN CONFIDENCE Page 15 of 1
CONTRACT CONTROLLED
Nothing contained herein shall be deemed or construed as affecting existing contractual obligations, or creating
new contractual obligations, between ICL Pathway, the DSS and/or POCL, or any other third party
FUJ00001514
FUJ00001514
ICL Pathway High Level Counter Infrastructure Rollout Ref:IM/STR/025
Strategy Version:5.0
Date:22/10/99
COMMERCIAL IN CONFIDENCE
I I 28/12/98 I 27/12/99 __—I
3.4.7.2 Installation Programme Christmas Periods — Rollout Constraints
The installation programme as defined in Ref[2] spans Christmas 1999 and
Christmas 2000. During the Christmas 1999 period there will be a period of
11 weeks where installation and migration activity will not be scheduled to
take place. As a consequence, training relating to these outlets will also not
take place for an 11-week period. However, because training activities take
place a prescribed period prior to installation and migration activities, the
start and completion dates of the 11-week non training activity period will be
displaced accordingly. Activities other than training of outlet staff, installation
of Horizon equipment and data migration may take place in 5 weeks of this 11-
week period. During Christmas 2000 the Christmas Period will span 4 weeks.
Details of the installation activities on a weekly basis during the Christmas
periods are defined in Table 3 and Table 4.
3.4.7.3 Rollout Constraints — Christmas Period 1999
As a consequence of some activities taking place during some weeks of
Christmas periods, such a period is known as a Reduced Activity Week. A
week of a Christmas period in which no activity takes place in outlets is
known as a Non Activity Week. This concept only applies to the Christmas
1999 period.
3.4.7.3.1_ Reduced Activity Weeks — Christmas 1999
A reduced activity week during Christmas 1999 is defined as a restriction on
which activities of the installation cycle are allowed to take place, rather than
reducing all activities to a lower beat rate. The activities which can take place
in reduced activities are all those activities in the installation cycle as defined
in Ref[3], with the exception of :
Training Of Outlet Staff
Installation of Equipment into Outlets
Migration of Outlets to Horizon
Exceptionally, and in agreement with POCL, outlets originally scheduled in
preceeding weeks to the Christmas 1999 period which have not completed
these activities by the beginning of the Christmas 1999 period, will be allowed
to complete such activities during the Christmas 1999 period, rather than
leave them incomplete for the 11 week period.
COMMERCIAL IN CONFIDENCE Page 16 of 1
CONTRACT CONTROLLED
Nothing contained herein shall be deemed or construed as affecting existing contractual obligations, or creating
new contractual obligations, between ICL Pathway, the DSS and/or POCL, or any other third party
ICL Pathway
FUJ00001514
FUJ00001514
High Level Counter Infrastructure Rollout Ref:IM/STR/025
Strategy Version:5.0
Date:22/10/99
COMMERCIAL IN CONFIDENCE
3.4.7.3.2 Non Activity Period — Christmas 1999
Those weeks during the Christmas period 1999 designated as Non Activity
Weeks will have no activities scheduled. Exceptionally, installation activities
may be scheduled in agreement with POCL, but these will not extend to :
Training Of Outlet Staff
Installation of Equipment into Outlets
Migration of Outlets to Horizon
3.4.7.3.3 Christmas 1999 Constraints
Table 3 - Christmas 1999 Constraints below defines the weeks of the
Christmas 1999 period and details within the table those activities
which are permitted to take place during each specific week. All
activities defined in this table, refer only to activities being undertaken
in post office outlets and do not constrain any non outlet based
activities (e.g. HFSO training).
3.4.7.3.4 Uncompleted Sites
There is an additional column detailed in Table 3 - Christmas 1999
Constraints, namely “Uncompleted Sites.” This defines the week in
which completion of installation activities can take place where sites
have failed to complete prior to the start of the Christmas 1999 period.
Sites, which can be completed during this week, will be those sites
which have not been completed in their scheduled week, due to issues
which have since been resolved. Completion of such sites will be
agreed between POCL and ICL Pathway prior to agreement being
sought with the outlet manager. Completion of these sites can only
take place in the week commencing 8" November 1999.
COMMERCIAL IN CONFIDENCE Page 17 of 1
CONTRACT CONTROLLED
Nothing contained herein shall be deemed or construed as affecting existing contractual obligations, or creating
new contractual obligations, between ICL Pathway, the DSS and/or POCL, or any other third party
FUJ00001514
FUJ00001514
ICL Pathway High Level Counter Infrastructure Rollout Ref:IM/STR/025
Strategy Version:5.0
Date:22/10/99
COMMERCIAL IN CONFIDENCE
Table 3 - Christmas 1999 Constraints — Installation Programme
Week Activity Rate Permissible Activities
Commencin
g
Ap} RJ U I U I Tr) Tr} 1S] Tr} InIMijUn}
po} GI AI A I ai grIco}
lint] M I In IEvI lati) m
mI 2 IvitjenIng)ngI In IngjatijonI pI
lenjLejati] t IInIInIst/EvjonI jet
t Ittejon) _ \vitIstrjalljenI led]
cal atijucIatiI ts Sit
I lonI ts jon es
8/11/99 Reduced Activity Week IYIYIYIYI/Y/YI/YINININ/Y
15/11/99 Reduced Activity Week IYIYIYIY)YI/YIYINININ/N
22/11/99 Reduced Activity Week IYIYIYIYIYIYIYININININ
29/11/99 Non Activity Week YIYIYIYIY/Y/YININININ
9/12/99 Non Activity Week NIN/IN/INIINININININININ
12/12/99 Non Activity Week NIN;INININIININININININ
19/12/99 Non Activity Week NIN/INININININININININ
26/12/99 Non Activity Week NININIININININININININ
3/1/00 Non Activity Week NININ/ININININININININ
10/1/00 Reduced Activity Week IYIYIYIYIYIYIYIYINININ
17/4/00 Reduced Activity Week IYIYIYIYI/YI/YI/YIYINININ
3.4.7.4 Rollout Constraints — Christmas Period 2000
During the Christmas 2000 period, there is no reduced activity period. The
non-activity period will last for 4 weeks as detailed in Table 4 — Christmas
2000 Constraints below. Training will take place in the final week of the
Christmas 2000 period to enable installations to start in the subsequent week.
COMMERCIAL IN CONFIDENCE Page 18 of 1
CONTRACT CONTROLLED
Nothing contained herein shall be deemed or construed as affecting existing contractual obligations, or creating
new contractual obligations, between ICL Pathway, the DSS and/or POCL, or any other third party
FUJ00001514
FUJ00001514
ICL Pathway High Level Counter Infrastructure Rollout Ref:IM/STR/025
Strategy Version:5.0
Date:22/10/99
COMMERCIAL IN CONFIDENCE
Table 4 - Christmas 2000 Constraints — Installation Programme
Week Activity Rate Permissible Activities
Commencin
9g
Ap) R)UIU I Tr) TrItSITrIInIMi
lpoIG/A iI st} gr
lintIMIIn alljati
mI 2 Ivit/enIng/ngI In Ingj/atijonI
enjLejati] t IIn/InI stIEvjonI
t IttejonI _Ivitistrjalljen
r ati/ucIati) ts
ca lonI ts jon
11/12/00 Non Activity Week NIN/IN/INIININININININ
18/12/00 Non Activity Week NIN/IN/ININININI NINN
[25/12/00 Non Activity Week NIN/IN/INININININININ
1/1/01 Non Activity Week NIN/INININIININIYININ
During the final week of the Christmas 2000 period, training will be
undertaken for outlets due for installation in subsequent weeks.
3.4.8 Rollout Criteria 8
Following completion of the extended live trial activity, from completion of the
first installation of national rollout, the installation phase of the rollout will be
undertaken in accordance with Ref[2].
3.5 Major Conurbations
The major conurbations by Implementation Programme, referred to in section
3.4 are as follows:
Table 5 - Major Conurbations by Implementation Programme
IMPLEMENTATION MAJOR CONURBATION
PROGRAMME
1 Glasgow and Edinburgh
2 Tyne & Wear, Leeds/Bradford,
Greater Manchester and Merseyside
COMMERCIAL IN CONFIDENCE Page 19 of 1
CONTRACT CONTROLLED
Nothing contained herein shall be deemed or construed as affecting existing contractual obligations, or creating
new contractual obligations, between ICL Pathway, the DSS and/or POCL, or any other third party
FUJ00001514
FUJ00001514
ICL Pathway High Level Counter Infrastructure Rollout Ref:IM/STR/025
Strategy Version:5.0
Date:22/10/99
COMMERCIAL IN CONFIDENCE
3 West Midlands and South Wales
(urban)
COMMERCIAL IN CONFIDENCE Page 20 of 1
CONTRACT CONTROLLED
Nothing contained herein shall be deemed or construed as affecting existing contractual obligations, or creating
new contractual obligations, between ICL Pathway, the DSS and/or POCL, or any other third party
FUJ00001514
FUJ00001514
ICL Pathway High Level Counter Infrastructure Rollout Ref:IM/STR/025
Strategy Version:5.0
Date:22/10/99
COMMERCIAL IN CONFIDENCE
3.6 Major Conurbations by BA District
Table 6 — Major Conurbations by BA District below, defines the BA Districts,
which form the major conurbations and, in total, amount to approximately
2600 post office outlets.
Table 6 — Major Conurbations by BA District
IP I Conurbation District District BA BA
Name Office Distric I Dist.
t No
Ref I (PDA)
4 Glasgow & Clyde Coast & Greenock 101511 I 12.01
Edinburgh Renfrew
Glasgow East Shettleston 101111 I 12.03
Glasgow North Springburn 101211 12.02
Glasgow South Polockshaw I 100311 I 12.04
Road
Argyll & West Anniesland 100711 12.05
East Edinburgh & I City 100111 I 13.03
Borders
Lothian West Lothian 103211 I 13.07
West
Fife Kirkcaldy 102311 I 13.04
Clyde Valley Motherwell 102411 I 13.01
2 Tyne & Wear Newcastle St. James 100401 I 11.01
COMMERCIAL IN CONFIDENCE Page 21 of 1
CONTRACT CONTROLLED
Nothing contained herein shall be deemed or construed as affecting existing contractual obligations, or creating
new contractual obligations, between ICL Pathway, the DSS and/or POCL, or any other third party
FUJ00001514
FUJ00001514
ICL Pathway High Level Counter Infrastructure Rollout Ref:IM/STR/025
Strategy Version:5.0
Date:22/10/99
COMMERCIAL IN CONFIDENCE
IP I Conurbation District District BA BA
Name Office District I Dist.
No
Ref I (PDA
)
2 Leeds & Bradford Bradford 109102 I 10.02
Bradford West
Leeds Leeds East 100102 I 10.07
2 Greater Greater Wythenshaw I 103710 9.05
Manchester Manchester Centre I e
Operations
Directorate
2 Merseyside Sefton Bootle 100810 8.09
Knowsley Kirkby 103190 8.02
Liverpool North Breckfield 103890 8.05
Liverpool Mersey Garston 103310 8.04
Wirral Birkenhead 100910 8.12
3 West Midlands Birmingham Edgbaston 109409 6.01
Chamberlain
Birmingham South I Birmingham 100109 6.02
East (Coventry
Rd.)
Birmingham Tame I Birmingham 101109 6.03
Valley (Erdington )
Coventry 100209 6.04
Wolverhampton Temple St 109809 6.08
3 I South Wales Cardiff & Vale Cardiff 101798 I 7.01
Urban Central
South West Wales I Swansea 101298 I 7.05
The complete sequence of BA districts by IP is detailed in Ref [1] for the
Infrastructure programme and Ref [2] for the Installation Programme.
3.7. National Rollout Startup Rates
3.7.1.1 Infrastructure Programme
Prior to achieving and subsequently sustaining the prescribed national rollout
beat rate there will be an initial period, during which a reduced rate will be
COMMERCIAL IN CONFIDENCE
CONTRACT CONTROLLED
Page 22 of 1
Nothing contained herein shall be deemed or construed as affecting existing contractual obligations, or creating
new contractual obligations, between ICL Pathway, the DSS and/or POCL, or any other third party
FUJ00001514
FUJ00001514
ICL Pathway High Level Counter Infrastructure Rollout Ref:IM/STR/025
Strategy Version:5.0
Date:22/10/99
COMMERCIAL IN CONFIDENCE
achieved. The number of post office outlets undertaken will increase each
week during this initial period until the target beat rate is achieved. Details of
the Infrastucture programme are defined in Ref[1].
3.7.1.2 Installation Programme
Prior to achieving and subsequently sustaining the prescribed national rollout
beat rate defined in Ref[2], there will be an initial period, over which the
weekly rate of post offices increases to approximately 200 offices per week.
This rate is then maintained until the Christmas 1999 non-activity period and
the full beat rate is not achieved until activity is resumed post Christmas
1999, following a short ramp up period. The rate of post offices undertaken in
specific weeks is detailed in Ref[2].
COMMERCIAL IN CONFIDENCE Page 23 of 1
CONTRACT CONTROLLED
Nothing contained herein shall be deemed or construed as affecting existing contractual obligations, or creating
new contractual obligations, between ICL Pathway, the DSS and/or POCL, or any other third party
FUJ00001514
FUJ00001514
ICL Pathway High Level Counter Infrastructure Rollout Ref:IM/STR/025
Strategy Version:5.0
Date:22/10/99
COMMERCIAL IN CONFIDENCE
3.8 Implementation Programme to BA District Mapping
Table 7 - BA District by Implementation Programmes
IP1 IP2
BA BAD District Name BA BAD District Name
District No. District I No.
Ref Ref
101511 12.01 Clyde Coast &I 100503 5.03 Chesterfield & Worksop
Renfrew
101211 12.02. Glasgow North 100603 5.10 Mercia Operations East
(West Division)
101111 12.03 Glasgow East 103508 7.03 Gwynneddigion Maldwyn
100311 12.04 Glasgow South 100608 7.06 Wrexham & North Wales
Coast
100711 12.05 = Argyll & West 104710 8.01 Blackpool
101611 12.06 Southwest 103190 802 Knowsley
Scotland
101291 12.07. Highlands & I 103410 8.03 Lancaster & South
Islands Cumbria
102411 13.01 Clyde Valley 103310 8.04 Liverpool Mersey
101811 13.02 Coatbridge 103890 8.05 Liverpool North
100111 13.03 East Edinburgh I 102210 8.06 North Cheshire
and Borders
102311 13.04 Fife 100201. 8.07 ~— North Cumbria
102611 13.05 Forth Valley 100510 8.08 Preston
103591 13.06 Grampian &{I 100810 8.09 Sefton
Shetland
103211 13.07 Lothian West 103010 8.10 South Cheshire
100411 13.08 Tayside 101810 8.11 South West Lancashire
107296 99.A NI West 100910 812 Wirral
107406 =99.B Belfast Nth & I 100710 9.01 Greater Manchester
East Antrim Lancashire Ops. Dir.
107216 99.C NI North 100410 9.02 Bolton
107436 = 99.D NI East Down 103710 9.05 Greater Manchester
Central Ops. Dir.
107466 99.E NI Belfast West I 101510 9.07 Oldham
& Lisburn
COMMERCIAL IN CONFIDENCE Page 24 of 1
CONTRACT CONTROLLED
Nothing contained herein shall be deemed or construed as affecting existing contractual obligations, or creating
new contractual obligations, between ICL Pathway, the DSS and/or POCL, or any other third party
FUJ00001514
FUJ00001514
ICL Pathway High Level Counter Infrastructure Rollout Ref:IM/STR/025
Strategy Version:5.0
Date:22/10/99
COMMERCIAL IN CONFIDENCE
IP1 Continued I IP2 Continued
BA BAD District Name I BA District I BAD District Name
District No. Ref No.
Ref
107246 = 99.F NI South 102410 9.08 Sale and East
Cheshire
100610 9.09 Salford
101110 9.10 Stockport
108110 9.11 Tameside
102310 9.13 Wigan and Leigh
103590 9.14 West Pennine
108802 10.01 South East
Yorkshire
109102 10.02 Bradford
100502 10.05 = Hull
100802 10.06 Calderdale &
Kirklees
100102 10.07 Leeds
101102 10.08 North Yorkshire
101002 10.09 Rother & Dearne
100702 10.10 Sheffield
105202 10.12 Wakefield
100401 11.01 Newcastle
101101 11.02 Durham
100601 11.03. Tees
100901 11.04 Northumbria
109001 11.05 South Tyneside
103001 11.06 Wearside
COMMERCIAL IN CONFIDENCE Page 25 of 1
CONTRACT CONTROLLED
Nothing contained herein shall be deemed or construed as affecting existing contractual obligations, or creating
new contractual obligations, between ICL Pathway, the DSS and/or POCL, or any other third party
FUJ00001514
FUJ00001514
ICL Pathway High Level Counter Infrastructure Rollout Ref:IM/STR/025
Strategy Version:5.0
Date:22/10/99
COMMERCIAL IN CONFIDENCE
IP3 IP4
BA BAD District Name BA BAD District Name
District No. District No.
Ref Ref
100206 3.12 Solent & NewI 100204 1.01 Barking & Havering
Forest
101307 4.01 Bristol Brunel 100404 1.02 Cambridgeshire
102107 4.02 Bristol Severnside I 103505 1.03 City East
109507 = 4.03 Cornwall 100304 1.04 Essex South East
100407 4.04 Devonia 107204 1.05 Essex South West
100306 4.05 Dorset 101995 1.06 Hackney & Islington
100507 4.06 Gloucestershire 103925 1.07 Lea Roding
108707 = 4.07 Somerset 105605 1.08 Leaside
100307 4.08 South Devon 103095 1.09 Newham
100607 4.09 Wiltshire 100804 1.10 North Essex
108103 5.01 Derwent & Trent 100104 1.11 Norwich
102809 5.02 Central 100504 1.12 Suffolk
Staffordshire
108203 5.04 Leicestershire 105405 = 2.01 Barnet
100703 5.05 North 100604 2.02 Bedfordshire
Nottinghamshire
101309 5.06 North 103106 =.2.03 Thames Valley
Staffordshire
107803 5.07 Nottingham 101106 2.04 Buckinghamshire
Trentside
109409 6.01 Birmingham 101005 2.05 Chilterns South
Chamberlain
100109 6.02 Birmingham 107405 2.07 Harrow & Hillingdon
South East
101109 6.03 Birmingham 102805 2.08 Neasden
Tame Valley
100209 6.04 Coventry 102504 + =2.09 North & East
Hertfordshire
102309 6.05 Hereford & I 106103 2.10 Northamptonshire
Worcester
109709 6.06 North 100467) 2.11 Oxfordshire
Worcetershire
104309 6.07 Sandwell 100904 2.12 West Hertfordshire
109809 6.08 Wolverhampton 101735 3.01 Bankside
COMMERCIAL IN CONFIDENCE Page 26 of 1
CONTRACT CONTROLLED
Nothing contained herein shall be deemed or construed as affecting existing contractual obligations, or creating
new contractual obligations, between ICL Pathway, the DSS and/or POCL, or any other third party
FUJ00001514
FUJ00001514
ICL Pathway High Level Counter Infrastructure Rollout Ref:IM/STR/025
Strategy Version:5.0
Date:22/10/99
COMMERCIAL IN CONFIDENCE
109209 6.09 Walsall 102715 3.02 Canterbury & Thanet
IP3 Continued IP4 Continued
BA BAD District Name BA BAD District Name
District No. District No.
Ref Ref
101409 6.10 Warwickshire 106215 = 3.03 Channel
101809 6.11 Shropshire 105115 3.04 East Sussex
101798 7.01 Cardiff & Vale 101306 3.05 Hampshire North
100208 7.02 Gwent Borders 100539 3.07 London Central
105908 = 7.04 South Wales I 103115 3.08 North Kent
Valleys (East)
101298 = 7.05 South West I 106715 3.09 Surrey
Wales
106315 3.10 Palace
100106 3.11 SE Hants & Wight
103415 3.13 South Circular
102015 3.14 Central Sussex
108195 3.15 South West
Thames
106195 3.17 Thameside
104415 3.18 West Kent
106295 3.19 West Sussex
101603 5.09 Mercia Operations
East (West
Division)
3.9 BA Districts with ALPS Equipment
Table 8 - BA Districts with ALPS Equipment
Dist I BA Dist I District Name I Dist BA District Name
No. Ref No Dist
Ref
1.01 I 100204 I Barking & 2.08 I 102805 I Neasden (Belfast
Havering BC)
1.03 I 103505 I City East 2.12 I 100904 I West Hertfordshire
1.05 I 107204 I Essex South 3.01 I 101735 I Bankside
West
COMMERCIAL IN CONFIDENCE Page 27 of 1
CONTRACT CONTROLLED
Nothing contained herein shall be deemed or construed as affecting existing contractual obligations, or creating
new contractual obligations, between ICL Pathway, the DSS and/or POCL, or any other third party
FUJ00001514
FUJ00001514
ICL Pathway High Level Counter Infrastructure Rollout Ref:IM/STR/025
Strategy Version:5.0
Date:22/10/99
COMMERCIAL IN CONFIDENCE
1.06 I 101995 I Hackney & 3.07 I 100539 I London Central
Islington
1.07 I 103925 I Lea Roding 3.08 I 103115 I North Kent
1.08 I 105605 I Leaside 3.09 I 106715 I Surrey
1.09 I 103095 I Newham 3.10 I 106315 I Palace
2.01 I 105405 I Barnet 3.13 I 103415 I South Circular
2.03 I 103106 I Thames Valley 3.15 I 108195 I South West Thames
Dist I BADist I District Name I Dist BA District Name
No. Ref No Dist
Ref
2.05 I 101005 I Chilterns South I 3.17 I 106195 I Thameside
2.07 I 107405 I Harrow & 3.18 I 104415 I West Kent
Hillingdon
4 Communications
The overall sequence of BA Districts by Implementation Programme is
defined in Ref[1] and Ref[2]
Lists of post offices by BA District, due to be scheduled into the infrastructure
programme, will be generated and distributed to POCL regions 6 weeks prior
to activities starting in a single or the first of a series of BA Districts. These
will be in units of 4 weeks and could therefore span one or more BA districts.
Post offices not available to be automated will be highlighted by POCL
regions. The available post offices within a BA District(s) will therefore
constitute an IBAD. POCL Regions must return information detailing office
availability, 3 weeks prior to the start of the infrastructure cycle for those post
offices. The post offices are then scheduled into implementation units (IU’s)
and schedule information issued to POCL and ICL suppliers from the rollout
database via the prescribed and agreed routes, 2 weeks prior to the start of
activities.
Outlets being scheduled for the installation will all be assumed to be
available, on the basis that outlet managers will have received prior
notification of their inclusion in the installation programme through the RGM2
letter.
Completion of acceptance, following the installation and migration activities,
in all post offices on a given day of rollout activity, will be notified to POCL.
COMMERCIAL IN CONFIDENCE Page 28 of 1
CONTRACT CONTROLLED
Nothing contained herein shall be deemed or construed as affecting existing contractual obligations, or creating
new contractual obligations, between ICL Pathway, the DSS and/or POCL, or any other third party