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BENEFITS AGENCY
SOCIAL SECURITY AGENCY (NI)
POST OFFICE COUNTERS LIMITED
PROGRAMME DELIVERY AUTHORITY
MASTER PLAN
Version 1
16 August 1996
Creating Business Advaninge
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CONTENTS
INTRODUCTION
Purpose
Status
Related Documents
Terminology
STRATEGIC MILESTONES
List of Strategic Milestone
Strategic Milestone Relationships
THE MASTER PLAN
Plan Structure
Plan Summary
Responsibilities
Plan Assumptions
External Dependencies
Internal Dependencies
Business Risks
Programme Organisation
Programme Resourcing
APPENDICES
A. Terminology
B. Strategic Milestone Definitions
Cc. Intermediate Milestones
D. Overview Plan
E. Activity Descriptions
F. Assumptions
G. Handshake Milestones
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Social Security Agency (NI) MASTER PLAN 16 August 1996
INTRODUCTION
Purpose
This document sets out the Master Plan for the delivery of
the PDA programme. It brings together the activities of
the BA, SSA, POCL and Pathway and covers the timescale up
to completion of the programme in 1999.
The objectives of this plan are to:
° integrate at the high level the activities of all
parties. Each activity on the plan will be supported by
a lower level sub-ordinate plan
© communicate key information on the status of the
programme regarding scope, implementation approach,
responsibilities and timescales
e clarify uncertainties and communicate their status
*® to provide the framework for ongoing management
(monitoring, reporting and control).
The plan will be updated as required, initially this is
expected to be monthly.
Status
This version of the plan was agreed by the PDA Board on
13 August for sign-off and general release. The changes
requested by the Board have been incorporated. It is
signed-off on the basis that the following have yet to be
addressed:
® the target dates are those which all the parties are
endeavouring to meet even where they may be different
from the baseline dates. It is intended that when change
control is introduced the baseline dates will be changed
formally
* the roll out programme has yet to be agreed. The
proposed roll out strategy has been approved by the
Board in principle and Pathway are to submit a detailed
plan. When this is received and agreed the roll-out plan
can be baselined
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Social Security Agency (NI)
* the duration for Release 1 UAT is two months and assumes
the provision of a model office test environment
dedicated to the PDA from 1 November. This too is being
discussed together with other aspects required to
achieve this duration
* it has not been possible to yet ascertain the
intermediate milestones for all the strategic
milestones. These will be added when determined.
Similarly, as all the sub-ordinate plans are not in
place all interrelationships and the full set of
handshake milestones cannot yet be determined
* resourcing has to be applied and is dependent on the
development of sub-ordinate plans
* the POCL systems migration and testing plan has to be
developed
* contingency plans have to be developed.
The sign off means:
® commitment to work toward and achieve the (target) dates
on the basis that they will be endorsed by change
control (as appropriate in due course)
*° commitment to develop sub-ordinate plans in line with
the Master Plan
¢ baselining the business cases on the basis of the Master
Plan
* proceeding on the basis set-out in the Master Plan.
1.3 Related Documents
In preparing the plan we have sought to minimise
duplication with other documents. The plan should
therefore be read in conjunction with the following:
e Project Initiation Document for definition of programme
objectives, responsibilities and business risks
¢ Pathway Contract for the contractual definition of
deliverables and responsibilities
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e Business Cases for the key assumptions on what the
programme will deliver and at what cost in delivering
the required benefits
® Functional Specification for the description of what
will be included in the Pathway Service for Release i.
Terminology
Terminology varies across the programme (sponsors and
service provider). Appendix A provides a list of
suggested terms for universal use and which are used
throughout this plan.
Please note that, throughout the document, where square
brackets {] are used this denotes that the data inside the
brackets has to be confirmed.
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Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery
Authority (PDA)
MASTER PLAN
Version 1
16 August 1996
2. STRATEGIC MILESTONES
2.1 List of Strategic Milestones
The plan is designed to achieve the Strategic Milestones
and target dates listed below which are described in
detail in Appendix B. The intermediate milestones by which
achievement will be monitored are listed in Appendix Cc.
SM_ I Description
Target Date
Source
for restricted ChB
payment by card
Al I One office automated
23 September 1996
for restricted ChB
payment by card
A2 ITen offices automated
21 October 1996
Step 1 plan
Offices live and
use and with EPOSS,
APS, and OBCS
functionality
available for customer
BL first of 200 pilot Post I3 March 1997
B2 all 200 pilot Post
Offices live and
use
available for customer
6 April 1997
cl first national roll out I 2 June 1997
Post Office live and
available for customer
PDA Board Paper
automated
use
c2 5,000 Post Offices thd
automated
c3 10,000 Post Offices thd
automated
c4 15,000 Post Offices thd
tbd
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Social Security Agency (NI)
Office Counters Ltd
Programme Delivery
Authority (PDA)
MASTER PLAN
Version 1
16 August 1996
Description
Target Date
Source
ces
all Post Offices
automated
mid November 1998
PDA Board Paper
D1
first NI Post Office
live and available for
customer use
August 1997
all (~670) NI Post
Offices live and
available for customer
use
September 1997
D3
PSCS/Incap first card
payment by normal
renewal cycle in NI
(SSA)
September 1997
D4
AA/DLA first card
payment by normal
renewal cycle in NI (BA
and_SSA)
September 1997
DS
FamC/DWA/ETU first card
payment by normal
renewal cycle in NI
(SSA)
November 1997
Dé
IS/JSA/ChB first card
payment by normal
renewal cycle in NI
{SSA}
January 1998
D7
SF first card payment
by normal renewal cycle
and start of LGL in NI
(BA and SSA)
5 January 1998
D8
Clerical Benefits first
card payment by normal
renewal cycle and start
of LGL in NI (BA and
SSA)
23 February 1998
SSA plan and
discussions
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Social Security Agency (NI)
Programme Delivery
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MASTER PLAN
Version 1
16 August 1996
SM Description
Target Date
Source
card
p99 I All SSA customers and
benefits can be paid by
thd
renewal cycle (non-
selected customers)
(BA)
El IChild Benefit by normal
20 January 1997
payment by normal
(BA)
E2 PSCS/Incap first card
renewal cycle and start
of a three month LGL
12 May 1997
payment by normal
renewal cycle (BA)
E3 I FamC/DWA/ETU first card
mid June 1997
CAPS plan and
correspondence
Ed AA/DLA first card
payment by normal
SSA)
renewal cycle (BA and
early September
1997
E5 IIS/GSA first card
payment by. normal
(BA)
renewal cycle and start
of a three month LGL
October 1997
E6 SF/WarP first card
payment by normal
of LGL (BA and SSA)
renewal cycle and start
5 January 1998
of LGL (BA and SSA)
E7 Clerical Benefits first
card payment by normal
renewal cycle and start
23 February 1998
CAPS plan and
correspondence
E99 IAll customers and
card (BA and SSA)
benefits can be paid by
May 1999
Derived from
CAPS dates
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MASTER PLAN
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16 August 1996
operational
G3 PW Release 3
operational
April 1998
G4 PW Release 4
operational
October 1998
H99 I Programme complete
May 1999
SM I Description Target Date Source
Fl full TIP system 2 June 1997 tba
operational
Gl Pathway Release 1 ready I 31 December 1996 Pathway
for user acceptance contract
testing
G2 I PW Release 2 October 1997 tba
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MASTER PLAN
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2.2 Strategic Milestone Relationships
GROUP A: INITIAL GO LIVE
TPO coand
eulomated I
customers
~ ~ — Unique Milestone Numper~——®_E? yan 57)
Group B:
‘xi B60 plot
105 ve ane
available for
‘cuslomet
GROUP C: MAINLAND 75000 Fos] [ AnPOr
PO ROLLOUT automated II aviom
ij exsioner use i
Toes) Coca) Cece) Cece) Cesar
GROUP D: NI PO AND
SSA BENEFIT ROLLOUT /I
I
"9
I avainbe fo
I exstome:
avaliable for
evstome! use
berg 0: ol
Tactinap] [Fantiown7] (isiishere Tae
Foe oynaeI [eturereyI (ay anc mm cavern
ina fosa [4] ‘ane wet” [7 say camry
ea ete e neo
OST se57} CSS Nava} Pia EDEL) Base
I aia For JR
Broad coe
"en ss vanatte
I ee etn
I { I / SSA} I] (BAB SSA} \
I I i I LMLLs oh {
— Alin bg koe
Groupe: Ba I ii i \
BENEFIT ROLLOUT { i f il
coany anc] I [PacahecigI/I[Fancromn [amoU rer] [Snsarer] © [Svea ][Gaeca—) farennanas
feeaheneeI I [ferent l/leraeere] [Mavomee I [Skee I [res ynncI secmstee] [nee
‘Seamer tres 3D LL ane tea II ava sen: II Yaneie’s ire tun'r [tyne toe I anne
month LGL 7 * monin ict AGL (8A & FT start of GL "we
toa) i I si)” I aa'ssn I I goxt'ssu
ET cEe LS MATEY LCT RD $5 [oa 9 Ee Tian 95}
GROUP F: POCL
DEVELOPMENTS yee
sysien
operationat
GROUP G: PW
RELEASES
Pathway i
Relapse I
tendy for UAT operation
reagy for UAT
dune 1988)
GROUP H: POA
PROGRAMME SUPPORT
Proganme
Complete
The relationships between the milestones and the plan
activities are set out in 3.1 below.
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MASTER PLAN 16 August 1996
3.
THE MASTER PLAN
Plan Structure
The plan has been structured with three principles in
mind;
1. The work (and the plan) divides into the eight groups
set out in section 2.2.
Group A - Initial go live which summarises the
intermediate milestones and activities leading to the
IGL strategic milestones (Al and A2)
Group B - Pilot which summarises the intermediate
milestones and activities leading to the Pilot
strategic milestones (Bl and B2)
Group C - Mainland PO roll-out which summarises the
roll-out of automation into offices; this is not
(strictly) dependent on product development {(C1-C99)
Group D - NI PO and SSA benefit roll-out which
summarises the roll-out of automation into NI POs
(D1-D99). In NI all offices are automated when the
products are delivered and the migration taken place
over the period shown. Milestones D4, D7 and D8
replicate the milestones E4, E6 and E7 respectively,
as they denote when these benefits become available
within Northern Ireland.
Group E - BA benefit roll-out which summarises the
delivery of BA benefits with the key intermediate
milestones, when defined (E1-E99)
Group F - POCL developments which covers the POCL AP
migration and settlement projects. (F1)
Group G - Pathway releases which sets out the
operational dates for Pathway releases 1 to 4 (G1-G4)
Group H - PDA Programme support which summarises the
PDA support activities (which will have sub-ordinate
plans) leading to the ‘programme complete’ strategic
milestone (H99) when all benefits can be paid
electronically and all POCL current products are re-
engineered, as appropriate.
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Benefits Agency
Post Office Counters Ltd
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MASTER PLAN
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16 August 1996
2. Each activity on the Master Plan shall be the
responsibility of a single person and be supported by
a sub-ordinate plan (or plans).
process for ongoing management review and reporting.
This will form the
3. For activities on the plan of more than three months
duration the imminent intermediate milestones will be
included for reporting purposes.
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Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery
Authority (PDA)
MASTER PLAN
Version 1
16 August 1996
Plan Summary
The overview plan is presented in Appendix D, with the
descriptions of the activities in Appendix E.
summarised in the diagram overleaf.
yet been applied to the plans.
Preparatory activities:
GL.
Pilon rollover >
National rollout
Resour
The plan is
ng has not
POCL (Pathway release 3) products
IGL FS Multiple Online
(live for cara ChB ChB benefits interface Clerical
iseue)
Pathway relea
(ive for card rat
issue) “MS
2000,
1500)
Total no. of cad
Post Office: —
utomated T
automa! son. i _
0
Producte S foe Ooo AM? os a ees I re feats [YP fogs
and rollout: Ea
che (restricted) 3 4
ChB (non selected customers) *}
EPOSS, OBCS, APS SI 2
SCS _/ Incap (BA) *
2 >
Fam¢ / BTU / DWA (BA) I.
AR / DLA (BA & SSA) E I
PSCS / Incap (SSA) 5
POC! {Pathway release 2) products el
Is / JSA (BA)
el
FamC_/ DWA/ ETU (SSA)
SF_/ WarP (BA & SSA) alg
>I
IS / JSA / ChB (SSA) a
st ed
Clerical benefits (BA & SSA} a} 2
wl oy
3
sal
POCL (Pathway release 4) products
[ Boke
All _BA and SSA customers and benefits can be paid by card
Page 11 of 15
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Benefits Agency Programme Delivery Version
Post Office Counters Ltd Authority (PDA)
Social Security Agency (NI) MASTER PLAN 16 August 1996
3.3
Responsibilities
The responsibilities for the activities on the plan are
identified on the Gantt Chart and also the Activity
Descriptions.
Responsibilities are defined.in detail in the PID which
will be updated by the PDA as required. At a high level
the responsibilities of the parties are:
BA
e to deliver the CAPS systems on time and meeting the
requirements in the interface specification (feeds,
responses etc)
e to upgrade the functionality of equipment in BA offices
and centres, introduce new processes and train staff
appropriately
* to ensure customer data is migrated in a timely manner
to be fed to Pathway.
POCL
* to provide the TIP system in time for national roll-out,
preceded by manual systems or an appropriate prototype
for IGL and the pilot
* to provide reference data in a timely manner to meet the
roll-out programme
e to make staff available for training
e to edit, print and distribute appropriate Post Office
procedures
® to manage data links with client systems ensuring feeds
operate satisfactorily
* to specify re-engineered, and new, products for Pathway
to implement.
SSA
*® to upgrade the functionality of equipment in district
offices, introduce new processes and train staff
appropriately
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® to ensure customer data is migrated in a timely manner
to be fed to Pathway
Pathway
To provide the service as set out and defined in the
contract and in particular
e® to develop, test, implement, operate and maintain the
service
* to install equipment in Post Offices, write procedures
and train staff to meet the roll-out programme
® to produce cards and manage ail customer communications.
PDA
® to achieve overall management and co-ordination of the
programme to ensure the business case is met
® to monitor the development of the system to assure
satisfactory performance and that the service is fully
secure
* to co-ordinate the user requirements and sign these off
on behalf of the BA, SSA and POCL
e to manage the Pathway contract
*® to oversee Pathway testing (functional, performance and
security) and conduct end to end tests. To provide a
model test office with the full range of Post Office
equipment.
Plan Assumptions
In preparing the plan a number of assumptions have been
made. These are set out in Appendix F with the key ones
being:
® that the CAPS programme is able to meet the expected
dates for Pensions which is due at the start of the
national roll-out. The business case is highly
sensitive to the dates of pensions and IS/JSA combined
with the number of Post Offices automated
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e stability of the interface spec (v6) for all future CAPS
releases. CAPS developments will not require changes to
the Pathway software
* POCL will have systems acceptable to BA and other
clients for reconciliation and settlement allowing both
the pilot and national roll-out to proceed
satisfactorily
e that the POCL migration plan will maintain a seamless
service to the AP clients allowing the best reaction to
Cashstop. It is expected that POCL will, however, take
additional measures
* roll-out can ramp up to [300] offices per week total and
60 offices per week in any POCL region.
The plan is constrained by a number of factors. The key
constraints are:
® SSA require all Giro Payments to be transferred to card
by 31 March 1998
® Post Office roll-out must not disrupt POCL business
during the busiest trading period from mid November to
the end December
e PSCS and Incapacity Benefit will not be rolled-out
before the next election. It has been stated that the
Government would not risk upsetting pensioners in the
run-up to an election. Clearly, if the Government does
not call the election until the last possible date then
the programme will be delayed.
External Dependencies
The programme has few external dependencies. The primary
one is government policy and other political decisions or
priorities which may affect the direction or speed of the
programme.
The SSA are dependent on ITSA completing activities by
particular dates, as identified in the SSA plan
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3.6 Internal Dependencies
The major dependencies between parties are identified as
handshake milestones in Appendix G and give the date for
the provider/recipient handover.
Other dependencies are built into the Gantt chart and are
included in the sub-plans. The routine planning review
process will develop the plans such that dependencies are
well understood and communicated to the responsible
parties by the programme management process.
3.7 Business Risks
The business risks are described in the PID and are not
repeated here. It may be appropriate at a later stage to
transfer them to this document.
3.8 Programme Organisation
The PDA organisation is defined in the PID together with
the responsibilities. The supplier/sponsor organisation
is the responsibility of that supplier/sponsor.
3.9 Programme Resourcing a
The PDA resourcing is defined in the PID together with the
responsibilities. The supplier/sponsor resourcing is the
responsibility of that supplier/sponsor.
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Post Office Counters Ltd
Social Security Agency (NI) MASTER PLAN 16 August 1996
Programme Delivery Version
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APPENDIX A - TERMINOLOGY
TERM: DEFINITION:
AA: Attendance Allowance
APS: Automated Payment Systems (POCL system
for bill prepayment)
CBC: Child Benefit Centre (Washington)
ChB: Child Benefit
cMS: Card Management System
cPecs: The CAPS Customer Payment Computer System
CTP: Client Transaction Processing - an
existing POCL system to be partially
replaced by TIP.
DLA: Disability Living Allowance
DNS: Department of National Savings
DWA: Disability Working Allowance
E2E test: The ‘end to end test’ is the final
testing of the system prior to its live
use. It is intended to prove both
technical and business process aspects of
the system
EPOSS: POCL Electronic Point of Sale System
ETU: Earnings Top Up
FamC: Family Credit
FCP: ‘First card payment’ is the date of the
first card payment of a particular
benefit. Note that this may be initiated
by normal renewal cycle, manually
prepared entries or by a set of special
circumstances
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FS:
ICA:
IGL:
IIB:
INCAP:
Is:
JSA:
Live for Card Issue:
National Roll-out:
NRC:
OBCS:
Online interface:
PAS:
‘Full service’ is when payment of a
particular benefit by card is released
for all applicable customers
Invalidity Care Allowance
‘Initial go live’ is the programme of
work leading to the payment of ChB at 10
Post Offices, starting with FCP on 23
September 1996. This programme will
continue until the first 10 offices are
upgraded to the full release
specification. It is synonymous with
Step 1
Industrial Injuries Benefit
Incapacity Benefit
Income Support
Job Seeker’s Allowance
‘Limited go Live’ is the trial period for
a limited release of a benefit.
The date when CAPS releases will issue
instructions to the CMS to issue live
cards.
Making available for
automation equipment
throughout the UK in
agreed roll-out plan.
Normal Renewal Cycle
and tokens
Order Book Control Sy:
Interface required to
updates to the PAS de
urgent card payments
Payment Authorisation
Page A2of 3
customer use
at Post Offices
accordance with the
for BA and SSA cards
stem
provide fast
tails allowing
and stops.
System
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PDCS:
Pilot:
Pscs:
RFRO:
RP:
SF:
Step 1:
TIP:
WarP:
Personal Details Computer System. The
single system to which the personal
(customer) details are to be migrated
from the many different benefit systems
The bringing live of automation equipment
and trialling of the payment of ChB and
EPOSS, APS and OBCS functions at 200 Post
Offices. This leads to full service
acceptance
Pensions Strategy Computer System
‘release for roll-out’ is the time when
software becomes available for global
implementation.
Retirement Pension
Social Fund
the same as ‘initial go live’
Transaction Information Processing, the
planned POCL settlement and
reconciliation system
War Pensions
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APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
The Strategic Milestone Definitions that follow describe the
required status that must be achieved, in a number of
categories, for the milestone to have been achieved.
The areas where then required status is defined is in the
categories:
external customers
products available
BA systems
BA/SSA offices and staff
POCL Systems/links
Post Offices, staff and agents
Pathway systems
PDA
eeee
The change column indicates whether a change in status from any
of the preceding milestones is required for this milestone to
be achieved. If the required status has been implemented for a
preceding milestone then no change is required (N) for this
milestone. If the required status appears for the first time
in this milestone the the change is required (Y) and needs to
be managed as part of the achievement of this milestone. The
responsibility for actioning the change is also defined.
The milestone definitions are an initial draft for detailed
review by all parties (including, for instance, training
groups) to ensure that they reflect the detailed plans
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APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
MILESTONE AL
One office automated for restricted ChB payment by card.
First card payment by ‘hand crafted' procedures at one post office. Approximately
14 selected customers. Foreign encashments not supported.
Baseline date:
Target date:
Preceding milestone(s):
w/c 23 September 1996
23 September 1996
n/a
Visibility
Ministers
Programme
(highest)
CATEGORIES CHANGE? RESP. STATUS REQUIRED
external customers
Cards and tokens Y PW IFinal design of card. Temporary procedures in
place
Awareness Y Pw jOnly the selected customers
Products
BA ¥ BA_IChB system for limited selected customers
POCL n/a
BA Systems
CAPS CPCS Y BA ICAPS CPCS Release 1 operational with magnetic
media transfer as backup and on-line link to
Pathway
Feeder systems ¥ BA IChB feed to CPCS operational
PDCS Y BA IOperational with batch refresh of ChB details
overnight
Helpdesks ¥ BA ITo handle limited ben t-related enquiries
Acc.& reconciliation Y BA ITemporary system agreed and in place
BA/SSA Offices and Staff
Procedures ¥ PDA ITemporary limited procedures required for CBC
Training ¥ PDA ICBC selected staff
Communication Y PDA [Awareness in CBC and local BA offices
POCL Systems/links
Distribution n/a
Rec.& reconciliation ¥ POCL [Temporary system agreed and in place
Reference data ¥ POCL [Manually prepared for first PO
AP Interfaces n/a
Post Offices, Staff and Agents
Equipment Y Pw IFirst Post Office operational
Procedures Y PW [Developed for IGL
Training ¥ PW [Staff at first office trained
Communications ¥ PW {Awareness nationally, detail locally
Pathway systems
Host systems PAS/CMS Y PW jLimited functionality operational (PW Release
©) supporting BES at first PO
Other systems n/a
Helpdesks Y Pw IIGL help desk to handle limited systems
jenquiries
PDA
Plans ¥ PDA IStep 1 (iGL) Plan and Communications Plan.
Policies on procedures, customer selection
and training
Communication ¥ PDA [Government and within programme
Testing & trialling ¥ PDA ILimited release UAT tested
Operations n/a
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Post Office Counters Ltd Authority (PDA)
Social Security Agency (NI) MASTER PLAN 16 August i996
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
MILESTONE A2
Ten offices automated for restricted ChB payment by card.
Payment of ChB at 10 offices to a limited number of selected customers by
normal renewal cycle
Visibility (highest)
Baseline date: 21 October 1996 Ministers
Target date: 21 October 1996 Programme
Preceding milestone AL
CATEGORIES CHANGE? RESP, STATUS REQUIRED
External customers
Cards and tokens ¥ Pw_IComplete draft issue procedures in place
Awareness Y Pw [Local awareness
Products
BA N BA _ICHB system for limited selected customers
POCL n/a
BA Systems
CAPS CPCS N BA ICAPS CPCS Release 1 operational with magnetic
media transfer as backup and on-line link to
Pathway
Feeder systems Y BA_I[ChB feed to CPCS operational
PDCS ¥ BA [Operational with batch refresh of ChB details
overnight
Helpdesks ¥ BA IExpanded to handle more. benefit-related
enquiries
Acc.& reconciliation N BA_ITemporary system agreed.and in place
BA/SSA Offices and staff :
Procedures N PDA ITemporary limited procedures required for CBC
Training ¥ PDA ICBC additional selected staff
Communication ¥ PDA [National awareness
POCL Systems/links
‘ Distribution n/a
Acc.& reconciliation N POCL ITemporary system agreed and in place
Reference data ¥ POCL [Updated as roll-out progresses
AP Interfaces n/a
Post Offices, Staff and Agents
Equipment ¥ Pw [First 10 Post Offices operational
Procedures N Pw [Developed for IGL
Training x Pw IStaff at first ten POs trained
Communications ¥ Pw_[National awareness
Pathway systems
Host systems PAS/CMS ay PW jLimited functionality operational (PW Release of.
Ke supporting BES at all ten POs =
Other systems n7a
Helpdesks ¥ Pw_IExpanded to meet demand
PDA.
Plans N pba [Step 1 (IGL) Plan
Communication ¥ PDA [Government and within programme
Testing & trialling x PDA [Limited release fully UAT tested
Operations n/a
BLvIFLa.xLs Page B3 of 33
FUJ00119563
FUJ00119563
Benefits Agency Programme Delivery Version i
Post Office Counters Ltd Authority (PDA)
Social Security Agency(NI) MASTER PLAN 16 August 1996
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
MILESTONE B1
First of 200 pilot Post Offices live and available for customer use, with EPOSS, AP
and OBCS functionality
Visibility
Baseline dati 1 April 1997 Programme
Target date: 3 March i997 (tba) Programme
Preceding milestone(s): A2,£1,G1
CATEGORIES CHANGE? RESP. STATUS REQUIRED
External customers .
Cards and tokens y Pw _IFinal issue and release procedures in place
Awareness Y PW [Local awareness in pilot regions
Products
BA N BA_IPayment of ‘non-selected' ChB customers
POCL ¥ POCLJEPOSS, APS, OBCS functionality
BA Systems .
CAPS CPCS N BA [CAPS CPCS Release 2 operational
Feeder systems N BA _[Ch3 feed to CPCS operational
PDCS N BA On-line Gialogues operational for updates
Helpdesks Y BA _IExpanded to meet demand
Rec.& reconciliation ¥ BA IIn line with Business Continuity Processing ~
to be agreed, then implemented
BA/SSA_ Offices and Staff
Procedures N PDA [CBC procedures for online dialogues
Training N PDA ICBC training for online dialogues
Communication ¥ PDA IAwareness nationally, details locally
POCL Systems/links
Distribution n/a
Acc.& reconciliation Y POCL [Business Continuity Processing in place
Reference data ¥ POCLIData available for first pilot post office
and FE offices
AP Interfaces y POCLIMigration plan (tbd) implemented as required
Post Offices, Staff and Agents
Equipment ¥ pw [First pilot Post Office operational
Procedures ¥ PW {PW Release 1 procedures reaqutTed Ove
Training Y PW IPW Release 1 operator training required meu
Communications Y PW IAdvise Post Offices affected and adjacent
Offices, plus regional staff
Pathway systems
Host systems PAS/CMS ¥ Pw IPathway Release 1 operational
Other systems ¥ pw_JAll of Pathway Release 1 operational
Helpdesks ¥ Pw_ [Expanded to meet demand
PDA
Plans Y¥ PDA IAgreed pilot rollout, fraud, contingency,
communications and training plans
Communication ¥ PDA [Communications strategy and plan agreed.
\Communications to Government and within
{programme
Testing & trialling Y PDA IPathway Release 1 and CAPS Release 2 fully
UAT tested
Operations ¥ PDA [Service level monitoring in place
pivir_a.us Page B4 of 33
FUJ00119563
FUJ00119563
Benefits Agency
Post Office Counters Ltd
Social Security Agency (NZ)
Programme Delivery
Authority
MASTER PLAN
Version 1
(PDA)
16 August 1996
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
MILESTONE B2
All 200 pilot Post Offices live and available for customer use
Baseline date:
Target date:
Preceding milestone(s): Bi
CATEGORIES
n/a
6 April 1997
Visibility (highest)
(tba) Programme
CHANGE? RESP. STATUS REQUIRED
External customers
Cards and tokens N PW [Final issue and release procedures in place
Awareness Y¥ PW [Local awareness in pilot regions
Products
BA N BA IPayment of 'non-selected' ChB customers
POCL N POCL/EPOSS, APS, OBCS functionality
BA Systems
CAPS CPCS N BA [CAPS CPCS Release 2 operational
Feeder systems N BA IChB feed to CPCS operational
PDCS N BA IOn-line dialogues operational for updates”
Helpdesks N BA [Expanded to meet demand .
Acc.& reconciliation N BA {In line with business continuity processing 4
to be agreed, then implemented
BA/SSA Offices and Staff
Procedures N PDA ICBC procedures for online dialogues
Training ¥ PDA ICBC training for online dialogues
Communication Y PDA jIAwareness nationally, details locally
POCL Systems/links
Distribution n/a
Acc.& reconciliation Y POCL IBusiness Continuity Processing in place
Reference data N POCL IUpdated as rollout progresses (200 offices)
AP Interfaces N PocL [Migration plan (tbd) implemented as required
Post Offices, Staff and Agents
Equipment Y PW IAll 200 pilot POs operational
Procedures N PW {PW Release 1 procedures required im pete
Training Fa Pw _IPW Release 1 operator training required Gut
Communications Y PW IAdvise Post Office affected and adjacent
offices, plus regional staff
Pathway systems
Host systems PAS/CMS N PW IPathway Release 1 operational
Other systems N Pw {All of Pathway Release 1 operational
Helpdesks WN Pw IExpanded to meet demand
PDA
Plans N PDA [Agreed pilot rollout, fraud, contingency,
communications and training plans
Communication N PDA IOngoing, in line with communications plan
Testing & trialling N PDA {Pathway Release 1 and CAPS Release 2 fully
UAT tested
Operations N PDA [Service level monitoring in place
BLVLF_4.XLS Page B5 of 33
FUJ00119563
FUJ00119563
Benefits Agency Programme Delivery Version 1
Post Office Counters Ltd Authority (PDA)
Social Security Agency (NI) MASTER PLAN 16 August 1996
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
MILESTONE Ci
First national roll-out Post Office live and available for customer use
Visibility (highest)
Baseline date: Vee 1898
Target date: 2 dune 1997 Programme
Preceding milestone(s): £2,52,F1
CATEGORIES CHANGE? RESP. STATUS REQUIRED
External customers I
Cards and tokens N Pw [Final issue and release procedures in place
Awareness ¥ Pw [National awareness, local area more detailed
Products
BA N BA [ChB payments and LGL for PSCS/Incap proceding
satisfactorily
POCL N POCL/EPOSS, APS, OBCS functionality available
BA Systems
CAPS CPCS N BA [CAPS CPCS Release 3 operational
Feeder systems ~~ N BA. [ChB feeder system operational. PSCS special
procedures in place
PDCS N BA IHolds ChE data. Relevant PSCS customer
details added manually
Helpdesks ¥ BA_IExpanded to meet demand
Ace.& reconciliation ¥ BA IFull system in place
BA/SSA_ Offices and Staff
Procedures ¥ PDA [CAPS CPCS Release 3 procedures in place
Training ¥ PDA {Training in CAPS CPCS Release 3 for relevant
staff
Communication Y PDA INational awareness, detail in affected
offices
POCL Systems/links . 7
‘ Distribution n/a
Acc.& reconciliation ¥ POCL IFull TIP in place
Reference data Y POCL IAutomated update system operational
AP Interfaces Y POCL jimplemented in line A migration plan (tbd)
Post Offices, Staff and Agente
Equipment ¥ Pw nal Office operational
Procedures ¥ PW IFull procedures produced and agreed
Training ¥ PW ITraining plan agreed, programme in place.
First Offices trained
Communications ¥ Pw National awareness, local more detailed
Pathway systems =
Host systems PAS/CMS N PW [Pathway Release 1 fully operational
Other systems n/a
Helpdesks Y PW IExpandec to meet demand
PDA
Plans ¥ PDA [Agreed national roll out plan
Communication kd PDA IGovernment
Testing & trialling Y PDA ICAPS Release 3 and Pathway Release 1 UAT
completed successfully
Operations ¥ PDA IFull service level monitoring in place
BLVIF_A. XLS Page B6é of 33
FUJ00119563
FUJ00119563
Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery Version 1
Authority (PDA)
MASTER PLAN 16 August 1996
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
MILESTONE C2
5,000 Post O€: omated
eo Reker re fleets
Baseline date: tba
Target date: tba
Preceding milestone(s): Cl
CATEGORIES
Neesol th =the ee hore
oar aaa C3 S
Visibility (highest)
n/a
n/a
CHANGE? RESP. STATUS REQUIRED
External customers
Cards and tokens ¥nu PW ICards and PUNs issued as required
Awareness ¥ ni] PW [Via general advertisements
Products °
BA n/a
POCL n/a
BA Systems
CAPS CPCS . nf/a
Feeder systems n/a
PDCS n/a
Helpdesks N BA_IOngoing expansion to meet demand
Acc.& reconciliation n/a °
BA/SSA Offices and Staff i
Procedures n/a
Training n/a
Communication n/a
POCL Systems/links
Distribution n/a
Acc.& reconciliation n/a
Reference data WN POCL IContinually being updated
AP Interfaces N POCL [implemented in line with migration plan
Post Offices, Staff and Agents
Equipment ¥A I 2W [Ongoing installation of equipment
Procedures n/a
Training Yar] Pw fContinued operator training
Communications XalI PW [Detailed communication with affected Post
Offices
Pathway systems
Host systems PAS/CMS n/a
Other systems n/a
Helpdesks N Pw [Ongoing expansion to meet demand
PDA :
Plans N PDA [Roll out plan
Communication n/a
Testing & trialling n/a
Operations N PDA [Continued monitoring of service levels
BviF_¢.xus Page B7 of 33
FUJ00119563
FUJ00119563
Benefits Agency Version 1
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery
Authority (PDA)
MASTER PLAN 16 August 1996
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
- MILESTONE C3
10,000 Post Offices automated
Visibility (highest)
Baseline date: thd n/a
Target date: thd n/a
Preceding milestone(s): C2
CATEGORIES CHANGE? RESP. STATUS REQUIRED
External customers I
Cards and tokens N PW [Cards and PUNs issued as required
Awareness Yat] Pw [via general advertisements
Products
BA n/a
POCL n/a
BA Systems I
CAPS CPCS Ina
Feeder systems n/a
PDCS n/a i I
Helpdesks N BA [Ongoing expansion to meet demand
Acc.& reconciliation jn/a
BA/SSA Offices and Staff I
Procedures Ina
Training n/a
Communication n/a I
POCL Systems/links
Distribution n/a
Rec.& reconciliation inva I
Reference data N POCL [Continually being updated
AP Interfaces N POCL [Implemented in line with migration plan
Post Offices, Staff and Agents I
Equipment Yu PW IOngoing installation of equipment
Procedures n/a
Training yin I Pw [Continued operator training
Communications Mat] PW jDetailed communication with affected Post
joffices
Pathway systems
Host systems PAS/CMS inJa I
Other systems n/a
Helpdesks N Pw jOngoing expansion to meet demand
PDA I
Plans N PDA [Roll out plan
Communication n/a
Testing & trialling In/a I
Operations N PdA [Continued monitoring of service levels
BLVIF_4. XLS Page B8 of 33
FUJ00119563
FUJ00119563
Benefits Agency Programme Delivery Version 1
Post Office Counters Ltd Authority (PDA)
Social Security Agency (NI) MASTER PLAN 16 August 1996
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
MILESTONE C4
15,000 Post Offices automated
Visibility (highest)
Baseline date: tba n/a
Target date: thd n/a
Preceding milestone(s): C3
CATEGORIES CHANGE? RESP. STATUS REQUIRED
External customers
Cards and tokens N PW ICards and PUNs issued as required
Awareness “-{.I Pw [Via general advertisements
Products
BA n/a
POCL n/a
BA Systems
CAPS CPCS n/a
Feeder systems n/a :
PDCS n/a :
Helpdesks Ongoing expansion to meet demand ‘
Acc.& reconciliation n/a :
BA/SSA_ Offices and Staff
Procedures n/a
Training n/a
Communication nya :
POCL Systems/links
Distribution n/a
Acc.& reconciliation n/a
Reference data N POCL IContinually being updated
AP Interfaces N POCL Iimplemented in line with migration plan
Post Offices, Staff and Agente
Equipment @&ny I Pw [Ongoing installation of equipment
Procedures n/a
Training Zn) I Pw [Continued operator training
Communications fay Pw jDetailed communication with affected Post
Offices
Pathway systems
Host systems PAS/CMS n/a
Other systems n/a
Helpdesks N Pw IOngoing expansion to meet demand
PDA :
Plans N PDA {Roll out plan
Communication n/a
Testing & trialling n/a
Operations N PDA [Continued monitoring of service levels
B_VIF_¢_XxLs Page B9 of 33
\ 4
FUJ00119563
FUJ00119563
Benefits Agency Procramme Delivery Version 1
Post Office Counters Ltd Authority (PDA)
Social Security Agency (NI) MASTER PLAN 16 August 1996
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
MILESTONE C99
All Post Offices automated
Visibility (highest)
Baseline date: 31 December 1998 Ministers
Target date: mid November 1998 Programme
Preceding milestone(s): C4
CATEGORIES CHANGE? RESP. STATUS REQUIRED
External customers
Cards and tokens N PW ICards and PUNS issued as required
Awareness XA I PW [Via general advertisements
Products
BA EVEN
POCL n/a
BA Systems
CAPS CPCS Ina
Feeder systems n/a
PDCS n/a
Helpdesks Ongoing expansion to mee demand
Acc,.& reconciliation inja
BA/SSA Offices and Staff
Procedures InJa
Training n/a
Communication nja
POCL Systems /links
Distribution n/a
Acc.& reconciliation n/a
Reference data N POCL IContinually being updated
AP Interfaces N POCL IImplemented in line with migration plan
Post Offices, Staff and Agents
Equipment Ars [Pw ongoing installation of equipment
Procedures EVE
Training Ar PW [Continued operator training
Communications May] PW [Detailed communication with affected Post
Offices
Pathway systems
Host systems PAS/CMS EVZ!
Other systems n/a
Helpdesks N PW IOngoing expansion to meet demand
PDA
Plans N PpA [Roll out plan
Communication in/a
Testing & trialling In/a
Operations N PDA [Continued monitoring of service levels
BLVIF_a.xLs Page B10 of 33
FUJ00119563
FUJ00119563
Benefits Agency
Post Office Counters Ltd
Social Security Agency(NI)
Programme Delivery
Authority (PDA)
MASTER PLAN
Version 1
16 August 1996
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
MILESTONE D1
First NI Post Office live and available for customer use
Baseline date: -
Target date:
CATEGORIES
August 1997
Preceding milestone(s): C1
Visibility
n/a
Programme
(highest)
CHANGE? RESP. STATUS REQUIRED
External customers
Cards and tokens N PW [No cards issued in NI for this milestone
Awareness N Pw [None
Products
BA n/a
POCL N POCLIPW Release 1 products operational
[BA Systems
CAPS CPCS n/a
Feeder systems n/a
PDCS Ina
Helpdesks n/a
Acc.& reconciliation n/a
BA/SSA Offices and Staff
Procedures n/a
Training n/a
Communication n/a
POCL Systems/links
Distribution n/a
Acc.& reconciliation n/a
Reference data ¥ POCL [Updated to include first NI Post Office
AP interfaces n/a
Post Offices, Staff and Agents
EN
Equipment ¥ Pw [First NI Post Office operational
Procedures ¥ Pw [Customised for Ni
Training ¥ PW ITraining customised for NI. First Office
trained
Communications Y¥ PW {Detailed communication with first NI PO and
awareness throughout NI
Pathway systems
Host systems PAS/CMS n/a
Other systems n/a
Helpdesks Fa PW [Procedures customised for Ni and ongoing
expansion to meet demand
PDA
Plans Y PDA [NI roll out plan agreed
Communication n/a
Testing & trialling n/a
Operations n/a
pivirtas Page Bil of 33
FUJ00119563
FUJ00119563
Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery
Authority (PDA)
MASTER PLAN
Version 1 I
16 August 1996
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
MILESTONE D2
All (~670) NI Post Offices live and available for customer use
Baseline date: n/a
Target date:
Preceding milestone(s): D1
CATEGORIES
September 1997
Visibility (highest)
n/a
Programme
CHANGE? RESP. STATUS REQUIRED
External customers
Cards and tokens n/a
Awareness In/a
Products
BA In/a
POCL N POCLIPW Release 1 products operational
BA Systems
CAPS CPCS n/a
Feeder systems n/a
PDCS n/a
Helpdesks n/a
Acc.& reconciliation In/a
IBA/SSA Offices and Staff .
Procedures n/a
Training n/a
Communication n/a
/POCL Systems/links
Distribution n/a
Acc.& reconciliation n/a
Reference data ¥ POCL {Updated to include all NI Post Offices
AP Interfaces n/a
Post Offices, Staff and Agents
Equipment Y PW [All NI Post Offices operational
Procedures inja
Training ¥ Pw IAll Post Offices trained
Communications ¥ Pw [Detailed communication with all NI POs
Pathway systems
Host systems PAS/CMS n/a
Other systems n/a
Helpdesks Y Pw jOngoing expansion to meet demand
PDA
Plans N PDA INI roll out plan agreed
Communication n/a
Testing & trialling n/a
Operations n/a
BLVIF_4.xLS
Page B12 of 33
FUJ00119563
FUJ00119563
Benefits Agency Programme Delivery Version 1
Post Office Counters Ltd Authority (PDA)
Social Security Agency (NI) MASTER PLAN 16 August 1996
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
MILESTONE D3
PSCS/Incap fixst card payment by normal renewal cycle in NI (SSA)
Visibility (highest)
Baseline date: - n/a
Target date: September 1997 Programme
Preceding milestone(s): D1,E2
CATEGORIES CHANGE? RESP. STATUS REQUIRED
External customers
Cards and tokens Y PW [NI card and PUN designs agreed and issued to
: initial customers
Awareness ¥ PW {NI targetted awareness, detail to affected
customers
Products
BA N BA [PSCS Incap LGL sucessfully completed
POCL n/a
BA Systems i
CAPS CPCS W BA_[CAPS CPCS Release 3 operational
Feeder systems N BA_IPSCS/Incap feeder operational
PDCS N BA_[PDCS includes all NI PSCS/Incap customers
Heipdesks Y BA INI customised procedures in place
Acc.& reconciliationI N BA IFull agreed system in place
BA/SSA Offices and Staff
Procedures PDA INI customised procedures in place
Training PDA INI customised training
Communication ¥ PDA [Awareness to all SSA staff and offices; and
@etail to PSCS administrative centres and
affected local offices
co
Pa
POCL Systems/linke
Distribution n/a
Acc.& reconciliation N POCL IFull TIP system in place
Reference data N POCLIPSCS/Incap data included
AP Interfaces n/a
Post Offices, Staff and Agents
Equipment N Pw [First NI Post Office operational
Procedures ¥ PW [NI customised procedures for BES
Training N PW [Training completed for operational POs
Communications ¥ Pw [Awareness to all NI POs
Pathway systems
Host systems PAS/CMS N Pw [Release 1 operational
Other systems n/a
Helpdesks Y¥ Pw INI customised procedures
PDA
Plans n/a
Communication Y¥ SSA/INI Government
PDA
Testing & trialling N PDA ICAPS R¢lease 3 and Pathway Release 1 UAT
completed sucesodrutiy :
Operations n/a
BLVLF_4.xLS Page B13 of 33
FUJ00119563
FUJ00119563
Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery
Au
Version 1
thority {PDA)
MASTER PLAN 16 August 1996
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
MILESTONE Dé
AA/DLA first card payment by normal renewal cycle in NI (BA and SSA)
Baseline date:
Target date:
Preceding milestone(s): E4
early September 1997
early September 1997
Visibility (highest)
Programme
Programme
CATEGORIES CHANGE? RESP. STATUS REQUIRED
External customers
Cards and tokens N PW INI cards and PUNs issued as required
Awareness N PW {NI targetted awareness, detail to affected
customers
Products
BA ¥ BA [AA/DLA operational
POCL n/a
BA Systems }
CAPS CPCS ¥ BA [CAPS CPCS Release 3 operational j
Feeder systems ¥ BA _IAA/DLA feeder operational
PDCS ¥ BA [Includes ali AA/DLA customers
Helpdesks ¥ BA_IAA/DLA support included
Acc.& reconciliation N BA IIn line with business continuity processing 4
to be agreed, then implemented
BA/SSA Offices and Staff
Procedures ¥ PDA [Agreed and released
Training Inja
Communication ¥ PDA [NI National awareness
POCL Systems/links
Distribution n/a
Acc.& reconciliation N POCL jAgreed systems in place
Reference data ¥ POCL [Includes AA/DLA data
AP Interfaces Y POCL {Migration plan (tbd) implemented as required
Post Offices, Staff and Agents
Equipment InJa
Procedures Inja
Training n/a
Communications ¥ PW [NI National awareness
Pathway systems
Host systems PAS/CMS N PW IPathway Release 1 operational
Other systems n/a
Helpdesks Y PW IOngoing expansion to meet demand
PDA
Plans nya
Communication Y SSA/ (NI Government
PDA
Testing & trialling n/a
Operations n/a
ELIF 4.415 Page B14 of 33
FUJ00119563
FUJ00119563
Benefits Agency
Post Office Counters Lt
Social Security Agency (NI)
Programme Delivery
Authority
MASTER PLAN
Version 1
(PDA)
16 August 1996
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
MILESTONE D5
FamC/DWA/ETU first card payment by normal renewal cycle in NI (SSA)
Baseline date:
Target date:
CATEGORIES
November 1997
Preceding milestone(s): D3,E3
Visibility (highest)
n/a
Programme
CHANGE? RESP. STATUS REQUIRED
External customers
Cards and tokens Y PW [NI cards and PUNs issued as required
Awareness Y pw (NI targetted awareness, detail to affected
customers
Products
BA N BA_[PSCS/Incap LGL sucessfully completed
POCL n/a
BA Systema
CAPS CPCS N BA [CAPS CPCS Release 3 operational
Feeder systems N BA IFamC/DWA/ETU feeder operational
PDCS N BA _Iincludes all FamC/DWA/ETU customers —
Helpdesks N BA INI customised procedures
Acc.& reconciliation N BA [Full system in place
BA/SSA Offices and Staff =
Procedures Y PDA {NI customised procedures “
Training YX PDA [NI customised training
Communication ¥ PDA [Awareness to all SSA staff and offices; and
detail to PSCS administrative centres ané
affected local offices
POCL Systems/links
/ Distribution n/a
Acc.& reconciliation N POCL IFull TIP system in place
Reference data N POCLIFamC/DWA/ETU data included
AP Interfaces In/a
Post Offices, Staff and Agents
Equipment N Pw [Most NI Post Offices operational
Procedures N Pw [NI customised procedures for BES
Training N Pw [Training completed for operational POs
Communications ¥ Pw [Awareness to all NI Post Offices
Pathway systems
Host systems PAS/CMS N PW {Pathway Release 1 operational
Other systems N Pw IAll of Pathway Release 1 (other systems)
operational
Helpdesks N Pw_[NI_ customised procedures
PDA
Plans n/a
Communication Y SSA/ [NI Government
PDA ————T >
Testing & trialling N PDA, renkicces ss 3 apd Pathway Release 1 UAT
“ {com feted ease tulle
Operations n/a
BLVIP_é.XxLS Page Bi5 of 33
FUJ00119563
FUJ00119563
Benefits Agency Programme Delivery Version 1
Post Office Counters Ltd Authority (PDA) ,
Social Security Agency (NI} MASTER PLAN 16 August 1996] I
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
MILESTONE D6
IS/JSA/ChB first card payment by normal renewal cycle in NI (SSA)
Visibility (highest)
Baseline date: - n/a
Target date: January 1998 Programme
Preceding milestone(s): D5, £5
CATEGORIES CHANGE? RESP. STATUS REQUIRED
External customers
Cards and tokens ¥ PW [Temporary tokens useable. Ni cards and PUNS
: issued as required
Awareness ¥ BH INI targetted awareness, detail to affected
customers
Products
BA ¥ BA _[IS/dSA LGL sucessfully completed in GS
POCL inva
BA Systems
CAPS CPCS N BA [CAPS CPCS Release 4 operational
Feeder systems N BA _IIS/USA_ feeder system operational
PDCS N BA IPDCS includes all 15/JSA customers
Helpdesks N BA_INI customised procedures
Acc.& reconciliation] N BA IFull system in place
BA/SSA Offices and Staff
Procedures PDA [NI customised procedures
Training PDA [NI customised training
Communication ¥ PDA [Awareness to all SSA staff and offices; and
detail to PSCS administrative centres and
affected local offices
“<
fd
POCL Systems/links
Distribution n/a
Acc.& reconciliation N POCL IFull TIP system in place
Reference data N POCLIIS/SA data included
AP interfaces Ina
Post Offices, Staff and Agenta
Equipment N PW {Most NI POs operational
Procedures N Pw_INi customised procedures for BES
Training N PW ITraining completed for operational POs
Communications ¥ PW [Awareness co all Ni POs
Pathway systems
Host systems PAS/CMSI N Pw Pathway Release 2 operational
Other systems N Pw JAIL of Pathway Release 2 (other systems)
operational
Helpdesks N PW_INI customised procedures
PDA
Plans n/a
Communication N [I SSA/INI Government
PDA
Testing & trialling W PDA [CAPS Release 4 and Pathway Release 2 UAT
completed successfully
Operations n/a
BLVIF_¢.xLS Page B16 of 33
FUJ00119563
FUJ00119563
[Benefits Agency
Post Office Counters Ltd
Secial Security Agency(NI)
Programme Delivery
Authority
MASTER PLAN
Version 1
(PDA)
16 August 1996
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
MILESTONE D7
SF first card payment by normal renewal cycle and start of LGL in NI
(BA and SSA)
Baseline date:
Target date:
Preceding milestone(s):
CATEGORIES
5 January 1998
5 January 1998
D4,E6
Visibility (highest)
Programme
Programme
CHANGE? RESP. STATUS REQUIRED
External customers
Cards and tokens Y PW INI cards and PUNs issued as required
Awareness Y PW jNI targetted awareness, detail to affected
customers
Products
BA ¥ BA [SF operational
POCL n/a
BA Systems
CAPS CPCS N BA [CAPS CPCS Release 4 operational
Peeder systems ¥ BA [SF feeder operational »
PDCS N BA [Includes ail SF customers
Helpdesks ¥ BA_ISF support included 5
Acc.& reconciliation ¥ BA IIn line with business continuity processing
to be agreed, then implemented
BA/SSA Offices and Staff ve
Procedures ¥ PDA [Agreed and released
Training N PDA INI customised training
Communication Fa PDA [NI National awareness
POCL Systems/links
Distribution n/a
Acc.& reconciliation N POCL IAgreed systems in place
Reference data Y POCL [Includes SF data
AP Interfaces Y POCL IMigration plan (tbd) implemented as required
Post Offices, Staff and Agents
Equipment n/a
Procedures n/a
Training n/a
Communications Y PW INI National awareness
Pathway systems
Host systems PAS/CMS N PW IPathway Release 2 operational
Other systems n/a
Helpdesks ¥ Pw [Ongoing expansion to meet demand
PDA.
Plans n/a
Communication n/a
Testing & trialling N PDA ICAPS Release 4 and Pathway Release 2 UAT
completed successfully
Operations n/a
BLYIF_4. XLS Page B17 of 33
FUJ00119563
FUJ00119563
Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery
Authority (PDA)
MASTER PLAN
Version 1
16 August 1996
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
MILESTONE D8
Clerical benefits first card payments by normal renewal cycle and start of LGL
in NI (BA and SSA)
Baseline dat
Target date:
Preceding milestone(s):
CATEGORIES
3 23 February 1998
23 February i998
D?,E7
Visibility
Programme
Programme
(highest)
CHANGE? RESP. STATUS REQUIRED
External customers
Cards and tokens ¥ PW [NI cards and PUNs issued as required
Awareness ¥ Pw INI targetted awareness, detail to affected
customers
Products
BA ¥ BA jClerical Benefits operational
POCL Inja
BA Systems
CAPS CPCS ¥ BA [CAPS CPCS Release 5 operational
Feeder systems ¥ BA IClerical benefits feeder system, if required
(tbe)
PDCS N BA [All SSA customers on PDCS
Helpdesks ¥ BA [Clerical Benefits support included
Acc.& reconciliation Y BA IAgreed systems in place
IBA/SSA Offices and Staff
rocedures ¥ PDA [Agreed and released
Training N PDA [NI customised training
Communication ¥ PDA [NI National awareness
POCL Systems/links
I Distribution n/a
Rec.& reconciliation N POCL [Agreed systems in place
Reference data N POCL IAll benefits reference data included
AP Interfaces Y POCL [Migration plan (thd) implemented as required
Post Offices, Staff and Agenta
Equipment n/a
Procedures InJa
Training n/a
Communications
PW [National awareness
Pathway systems
Host systems PAS/CMS N PW IPathway Release 2 operational
Other systems n/a
Helpdesks ¥ Pw [Ongoing expansion to meet demand
PDA
Plans n/a
Communication nJa
Testing & trialling N PDA ICAPS Release 4 and Pathway Release 2 UAT
completed successfully
Operations
n/a
BVIF_¢.xLs
Page B18 of 33
FUJ00119563
FUJ00119563
Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery
Authority (PDA)
MASTER PLAN
Version 1
16 August 1996
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
MILESTONE D99
All SSA customers and benefits can be paid by card
Baseline date: tha
Target date: tha
Preceding milestone(s): D2,D6,D8
CATEGORIES
Visibility (highest)
n/a
n/a
CHANGE? RESP. STATUS REQUIRED
External customers
Cards and tokens N PW IAll] SSA customers migrated to cards
Awareness n/a
Products
BA N Ba_JAll SSA planned benefits developed
POCL nJa
BA Systems
CAPS CPCS N BA [CAPS CPCS Release 5 operational
Feeder systems N BA IAll SSA benefits operational *
PDCS N BA_IAll SSA customers on PDCS
Helpdesks N BA_IFully operational for all SSA benefits
Acc.& reconciliation N BA IFinal system implemented
BA/SSA Offices and Staff
Procedures N PDA jIAli procedures defined and implemented
Training N PDA [Training completed
Communication n/a
POCL Systems/links
Distribution n/a
Acc.& reconciliation N POCL [Final system implemented
Reference data N POCL IAll reference data included
AP Interfaces N POCL[Implemented as planned (tbd)
Post Offices, Staff and Agents
Equipment N PW IAll NI Post Offices installed and
operational
Procedures N PW IAll procedures defined and implemented
Training N Pw [fraining completed
Communications n/a
Pathway systems
Host systems PAS/CMS N Pw_IPathway Release 2 fully operational
Other systems n/a
Helpdesks N PW {Fully operational
PDA
Plans n/a
Communication ¥ SSA/INI Government
PDA
Testing & trialling n/a
Operations n/a
BLVIF_¢.xLS
Page B19 of 33
FUJ00119563
FUJ00119563
Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery
Authority
MASTER PLAN
Version 1
(PDA)
16 August 1996
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
MILESTONE El
ChB by normal renewal cycle (non-selected cust.
ChB can be paid to all customers withi
G11 functionalitysis available
according to their circumstances.
Baseline date:
Target date:
Preceding milestone(s): n/a
20 January 1997
20 January 1997
9
ey" (BA)
he IGL area, not just to those selected
Visibility (highest)
Programme
Programme
CATEGORIES CHANGE? RESP. STATUS REQUIRED
External customers
Cards and tokens ¥ Pw Cards and PUNs issued as required
Awareness Y Pw [Via general advertisements
Products
BA. ¥ BA IPayment of ‘non-selected' ChB customers
POCL n/a
BA_Systems
CAPS CPCS ¥ BA [CAPS CPCS Release 2 operational
Feeder systems Y BA _IChB feeder system operational
PDCS Y BA IHolds all ChB customers
Helpdesks ¥ BA IOngoing expansion to meet demand
Acc.& reconciliation n/a
BA/SSA Offices and Staff
Procedures ¥ PDA [CBC on-line dialogue procedures
Training ¥ PDA [CBC training for on-line dialogues
Communication ¥ PDA Awareness nationaily, details locally
POCL Systems/links
Distribution n/a
Acc-& reconciliation Ina
Reference data n/a
AP Interfaces n/a
Post Offices, Staff and Agents
Equipment n/a
Procedures n/a
Training n/a
Communications n/a
Pathway systems
Host systems PAS/CMS n/a
ther systems Ina
Helpdesks ¥ Pw IOngoing expansion to meet demand
PDA
Plans n/a
Communication n/a
Testing & trialling N PDA [CAPS Release 2 fujiy UAT tested
Operations ne
BLVIF_@.XLs Page B20 of 33
FUJ00119563
FUJ00119563
Benefits Agency Programme Delivery Version 1
Post Office Counters Ltd Authority (PDA)
Social Security Agency (NI) MASTER PLAN 16 August 1996
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
MILESTONE E2
PSCS/Incap first card payment by normal renewal cycle and start of a
3 month LGL (BA)
Visibility (highest)
Baseline date: 12 May 1997 Programme
Target date: 12 May 1997 Programme
Preceding milestone({s): E1,G1
CATEGORIES CHANGE? RESP. STATUS REQUIRED
External customers
Cards and tokens ¥ PW [Cards and PUNs issued as required
Awareness Y PW IVia general advertisements, details to
affected customers
Products :
BA ¥ BA [PSCS/Incap operational
POCL n/a
BA Systems we
CAPS CPCS ¥ BA [CAPS CPCS Release 3 operational B
Feeder systems ¥ BA_[PSCS/Incap feeder operational _
PDCS ¥ BA [Includes necessary PSCS/Incap customers
added manually .
Helpdesks ¥ BA_IPSCS/Incap support included 7
Acc.& reconciliation N BA IIn line with Business Continuity Processing 4
to be agreed, then implemented :
BA/SSA Offices and Staff a -
Procedures ¥ PDA IAgreed and released to affecteed offices :
Training x PDA IFor affected staff
Communication ¥ PDA National awareness, details for areas
affected
(POCL Systems/links
Distribution n/a
Acc.& reconciliation N POCL IBusiness Continuity Processing in place
Reference data ¥ PoCL [includes PSCS/Incap data
AP Interfaces N POCL [Migration plan (tbd) implemented as required
Post Offices, Staff and Agents
Equipment n/a
Procedures n/a
Training n/a
Communications Y Pw [National awareness, detail for offices
affected
Pathway systems
Host systems PAS/CMS N PW IPathway Release 1 operational
Other systems Inja
Helpdesks ¥ PW [Ongoing expansion to meet demand
PDA
Plans n/a
Communication N PDA {Government
Testing & trialling n/a
Operations n/a
Page B21 of 33
FUJ00119563
FUJ00119563
Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery
Authority (PDA)
MASTER PLAN
Version 1
16 August 1996
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
MILESTONE £3
FamC/DWA/ETU first card payment by normal renewal cycle (BA)
Fey Ga, Da.
oe oy Tee YP
Visibility (highest)
Baseline date: mid June 1997 Programme
Target date: mid June 1997 Programme
Preceding milestone(s): £2
CATEGORIES CHANGE? RESP. STATUS REQUIRED
External customers
Cards and tokens N PW ICards and PUNs issued as required
Awareness WN PW [Via general advertisements
Products
BA ¥ BA IFamC/DWA/ETU operational
POCL n/a
BA Systems
CAPS CPCS N BA [CAPS CPCS Release 3 operational
Feeder systems ¥ BA IFamC/DWA/ETU feeder operational
PDCS ¥ BA _IIncludes all FamC/DWA/ETU customers
Helpdesks ¥ BA_I[FamC/DWA/ETU support included
Acc.& reconciliation N BA IIn line with business continuity processing -
to be agreed, then implemented
BA/SSA Offices and Staff
Procedures ¥ PDA [Agreed and released
Training n/a
Communication Y PDA INational awareness
POCL Systems/links
Distribution n/a
Acc.& reconciliation N POCL IAgreed systems in place
Reference data ¥ POCL/Includes FamC/DWA/ETU data
AP Interfaces ¥ POCL{Migration plan (tbd) implemented as required
Post Offices, Staff and Agents
Equipment. n/a
Procedures n/a
Training n/a
Communications YX PW [National awareness
Pathway systems
Host systems PAS/CMS Pw [Pathway Release 1 operational
Other systems = n/a
Helpdesks Pi [Ongoing expansion to meet demand
PDA
Plans nJa
Communication n/a
Testing & trialling n/a
Operations n/a
BLVIF_4 XLS Page B22 of 33
FUJ00119563
FUJ00119563
Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery
Authority (PDA)
MASTER PLAN
16 August 1996
Version 1
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
MILESTONE E¢
AA/DLA first card payment by normal renewal cycle (BA and SSA)
Bay tenn ony Ly Men
Baseline date:
Target date:
Preceding milestone (s):
Visibility (highest)
Programme
Programme
early September 1997
early September 1997
E3
CATEGORIES CHANGE? RESP. STATUS REQUIRED
External customers
Cards and tokens N PW ICards and PUNs issued as required
Awareness WN PW [Via general advertisements
Products
BA ¥ BA_[AA/DLA operational
POCL In/a
BA Systems
CAPS CPCS Y BA [CAPS CPCS Release 3 operational
Feeder systems ¥ BA IAA/DLA feeder operational
PDCS Y BA [Includes all AA/DLA customers °
Helpdesks ¥ BA_IAA/DLA support included
Acc.& reconciliation N BA }in line with business continuity processing 4
to be agreed, then implemented
BA/SSA Offices and Staff
Procedures Y PDA IAgreed and released
Training n/a .
Communication Y PDA [National awareness
POCL Systems/links
Distribution n/a
Acé.& reconciliation N POCL (Agreed systems in place
Reference data Y POCL [includes AA/DLA data
AP Interfaces ¥ POCL [Migration plan (thd) implemented as required
Post Offices, Staff and Agents .
Equipment n/a
Procedures n/a
Training n/a
Communications ¥ Pw [National awareness
Pathway systems
Host systems PAS/CMS N Pw IPathway Release 1 operational
Other systems n/a
Helpdesks XY Pw IOngoing expansion to meet demand
PDA
Plans EVE!
Communication n/a
Testing & trialling n/a
Operations n/a
B_vIF_¢.xts Page B23 of 33
FUJ00119563
FUJ00119563
Benefits Agency Programme Delivery Version 1 I
Post Office Counters Ltd Authority (PDA)
Social Security Agency (NI) MASTER PLAN 16 August 1996
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS i) I
N
MILESTONE ES j
IS/JSA first card payment by normal renewal cycle and start of a 3 month/LGL (BA)
a Soper
Vs Sate Kleven Visibility (highest) I
Baseline date: October 1997 Programme
Target date: October 1997 Programme I
Preceding milestone(s E4,G2
CATEGORIES CHANGE? RESP, STATUS REQUIRED I
External customers
Cards and tokens Y¥ PW /Temp tokens useable. Cards and PUNs issued
as required
Awareness Y PW [Local awareness I
Products
BA Y BA IIS/JSA operational I
POCL EYZ!
BA Systems -
CAPS CPCS ¥ BA [CAPS CPCS Release 4 operational
Feeder systems Y BA_IIS/JSA feeder operational I
PDCS N BA [Includes relevant IS/JSA customers
Helpdesks Y BA _IIS/JSA support included
Acc.& reconciliation ¥ BA jIn line with business continuity processing 4 I
7 to be agreed, then implemented .
BA/SSA Offices and Staff
Procedures ¥ PDA IAgreed and released I
Training n/a
Communication Y PDA INational awareness .
POCL Systems /linka I
Distribution~™ n/a
Acc.& reconciliation N POCL jAgreed systems in place
Reference data ¥ POCL includes IS/JSA data I
AP interfaces N POCL [Migration plan (thd) implemented as required
Post Offices, Staff and Agents
Equipment inva I
Procedures n/a
Training n/a
Communications ¥ Pw [National awareness
Pathway systems I
Host systems PAS/CMS Y¥ PW IPathway Release 2 operational
Other systems n/a
Helpdesks ¥ Pw [ongoing expansion to meet demand I
PDA
Plans Y PDA [Temporary token plan agreed
Communication n/a I
Testing & trialling Y PDA wey hes eles ae completed
with“CAPS Release
Operations nja I
BLvir_4.xts Page B24 of 33
FUJ00119563
FUJ00119563
‘Benefits Agency
Social Security Agency (N
Post Office Counters Ltd
wT)
Programme Delivery
Authority
MASTER PLAN
Version 1
(PDA)
16 August 1996
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
MILESTONE E6
Pam
SF/WarP first card payment by normal renewal cycle and start of LGL
dene Gr
bron
Baseline date:
Target date:
Preceding milestone(s):
Pritans
5 January 1998
5 January 1998
ES
BA and SSA)
%
Visibility (highest)
Programme
Programme
CATEGORIES CHANGE? RESP. STATUS REQUIRED
External customers
Cards and tokens Y PW IWarP cards and procedures available. Cards
jand PUNs issued as required
Awareness Y PW [Local awareness
Products
BA ¥ BA_ISF_ and WarP operational
POCL n/a
BA Systema
CAPS CPCS N BA_ICAPS CPCS Release 4 operational
Feeder systems ¥ BA ISF and WarP feeder operational
PDCS N BA [Includes all SF and WarP customers
Helpdesks ¥ BA_ISF_ and WarP support inciuded
Acc.& reconciliation Y BA fin line with business continuity processing 4
to be agreed, then implemented 4
BA/SSA Offices and Staff
Procedures ¥ PDA [Agreed and released
Training Y PDA [WP Agency trained
Communication ¥ PDA [National awareness, details to WarP Agency
POCL Systems/links
Distribution Ina
Acc.& reconciliation N POCL [Agreed systems in place
Reference data ¥ POCLI[Inciudes SF and WarP data
AP Interfaces Y POCL IMigration plan (tbd) implemented as required
Post Offices, Staff and Agents
Equipment n/a
Procedures n/a
Training nja
Communications Y Pw [National awareness
Pathway systems
Host systems PAS/CMS N PW [Pathway Release 2 operational
Other systems n/a
Helpdesks Y Pw [Ongoing expansion to meet demand
PDA
Plans n/a
Communication n/a
Testing & trialling N PDA IPathway Release 2 successfully completed
with CAPS Release 4
Operations n/a
BLVIF_4.xLS Page B25 of 33
FUJ00119563
FUJ00119563
Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery
Authority
MASTER PLAN
Version i
(PDA)
16 August 1996
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
MILESTONE E7
Clerical benefits first
of LGL (BA and SSA)
Baseline date:
Target date:
Preceding milestone(s):
CATEGORIES
card payments by normal renewal cycle and start
23 February 1998
23 February 1998
E6
Visibility
Programme
Programme
(highest)
CHANGE? RESP. STATUS REQUIRED
External customers
Cards and tokens ¥ PW ITemporary tokens useable. Cards and PUNs
issued as required
Awareness Y Pw [Via general advertisements
Products
BA ¥ BA [Clerical Benefits operational
POCL n/a
BA Systems
CAPS CPCS ¥ BA [CAPS CPCS Release 5 operational
Feeder systems Y¥ BA IClerical benefits feeder system (if required
tbe)
PDCS N BA IAll BA customers on PDCS
Helpdesks Y BA IClerical Benefits support included
Acc.& reconciliation ¥ BA jAgreed systems in place
BA/SSA Offices and Staff
rocedures ¥ PDA [Agreed and released
Training n/a
Communication ¥ PDA [National awareness
/POCL Systems/links
Distribution n/a
Acc.& reconciliation N POCLIAgreed systems in place
Reference data ¥ POCLIAl] benefits reference data included
AP Interfaces ¥ POCLIMigration plan (tbd) implemented as required
Post Offices, Staff and Agents
Equipment n/a
Procedures n/a
Training infa
Communications Y PW jNational awareness
Pathway systems
Host systems PAS/CMS N Pw [Release 2 operational
Other systems n/a
Helpdesks Y PW {Ongoing expansion to meet demand
PDA
Plans n/a
Communication n/a
Testing & trialling N PDA IPathway Release 2 successfully completed
with CAPS Release 4
Operations
in/a
BLVIF_4.XLS
Page B26 of 33
FUJ00119563
FUJ00119563
Programme Delivery Version 1
Benefits Agency
Post Office Counters Ltd
Social Security Agency (N
iT)
Authority
MASTER PLAN
{PDA}
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
MILESTONE E99
All customers and benefits can be paid by card (BA and SSA)
Visibility (highest)
Baseline date: May 1999 n/a
Target date: May 1999 n/a
Preceding milestone(s): C99,D99, £7
CATEGORIES CHANGE? RESP. STATUS REQUIRED
External customers
Cards and tokens N Pw IAll customers migrated to cards
Awareness n/a
Products
BA N BA IAll planned benefits developed
POCL n/a
BA Systems
CAPS CPCS N BA ICAPS CPCS Release 5 operational
Feeder systems N BA IAll benefits operational
PDCS N BA IAll customers on PDCS
Helpdesks N BA IFully operational for all benefits
Acc.& reconciliation N BA_IFinal system implemented
BA/SSA Offices and Staff
Procedures N PDA IAll procedures defined and implemented
Training N PDA ITraining completed "
Communication n/a
POCL Systems/links
Distribution n/a
Acc.& reconciliation WN POCLIFinal system implemented
p Reference data N POCLJAli reference data included
AP Interfaces N POCLIImplemented as planned (tbd)
Post Offices, Staff and Agents .
Equipment N PW IAll Post Offices installed and operational
Procedures N PW IAll procedures defined and implemented
Training N Pw Ifraining completed
Communications n/a
Pathway systems
Host systems PAS/CMS N PW [Pathway Release 2 fully operational
Other systems n/a
Helpdesks N Pw IFully operational
PDA
Plans n/a
Communication In/a
Testing & trialling n/a
Operations W PDA [Systems and procedures ready to handover
responsibility to POCL
BLVEF_4.xLs Page B27 of 33
16 August 1996
FUJ00119563
FUJ00119563
Benefits Agency Programme Delivery Version 1 I
Post Office Counters Ltd Authority (PDA)
Social Security Agency (NI) MASTER PLAN 16 August 1996
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS I
MILESTONE F1 I
Full TIP system operational
Visibility (highest) I
Baseline date: n/a
Target date: 2 June 1997 Programme i
Preceding milestone(s): n/a
CATEGORIES CHANGE? RESP. STATUS REQUIRED I
External customers
Cards and tokens In/a
Awareness n/a I
Products
BA n/a
POCL, N POCL [n/a
BA Systems I
CAPS CPCS inva
Feeder systems n/a
PDCS n/a. I
Helpdesks N BA _In/a
Acc.& reconciliation I-..- Y~ -}- BA-[Accounting- systems developed to-interface
BA/SSA Offices and Staff i
Procedures In/a-
Training n/a
Communication A/a I
POCL Systems/links
Distribution n/a
Rec.& reconciliation] VY I POCL [Specification agreed with BA I
Reference data n/a
AP interfaces ¥ POCLIAs required (tbd)
Post Offices, Staff and Agents I
Equipment Inja
Procedures n/a
Training n/a I
Communications n/a
Pathway systems
Host systems PAS/CMS inva
Other systems Inja i
Helpdesks n/a
PDA
Plans PDA I
Communication PDA
Testing & trialling ¥ PDA [UAT/integration tests successfully completed
Operations PDA I
BviF_4.xLs Page B28 of 33
FUJ00119563
FUJ00119563
Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme D
Authority (PDA)
MASTER PLAN
very Version =
16 August 1996
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
MILESTONE G1
Baseline date:
Target date:
Preceding milestone(s): n/a
Mode, ee, oy
Pathway release 1 ready for user acceptance tésting
—_——o—o
31 December 1996
31 December 1996
Visibility (highest)
Programme
Programme
CATEGORIES CHANGE? RESP. STATUS REQUIRED
External customers
Cards and tokens n/a
Awareness n/a
Products
BA N BA [BES operational
POCL - AP Y PW IOperational
POCL - DVLA n/a
POCL Royal Mail n/a a
POCL - BBC n/a .
POCL - DNS n/a «
POCL - Girobank n/a
BA Systems E
CAPS CPCS n/a
Feeder systems nya .
PDCS n/a
Helpdesks n/a
Acc.& reconciliation n/a
BA/SSA Offices and Staff
Procedures n/a
Training n/a
Communication n/a
POCL Systems/links
Distribution n/a
Acc.& reconciliation Y POCL ITIP upgraded as required
Reference data ¥ POCL INew product data available
AP Interfaces tha POCL IDepends on products
Post Offices, Staff and Agents
Y PW [None required - depends on products
Procedures Y PW IRequired for each new product
Training Y¥ PW ITraining plan
Communications Y PW [Communications plan
Pathway systems
Host systems PAS/CMS n/a
Other systems x PW {Depends on actual products
Helpdesks ¥ PW [Probably further expansion
PDA
Plans N PpA [POCL product plan and test plan
Communication n/a
Vesting & trialling N PDA [Pathway tests witnessed
Operations n/a
BLVIF_¢.xLS Page B29 of 33
FUJ00119563
FUJ00119563
Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery
Authority (PDA)
MASTER PLAN
Version 1
16 August 1996)
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
MILESTONE G2
Pathway release 2 operational
Visibility (highest)
Baseline date: n/a n/a
Target date: October 1997 Programme
Preceding milestone(s): Gl
CATEGORIES CHANGE? RESP. STATUS REQUIRED
External customers
Cards and tokens tha PW [tba
Awareness tba PW [tba
Products
BA N BA Itba
POCL - AP N PW IOperational
POCL - DVLA tha tbha
POCL Royal Mail tba tha
PCCL - BBC tba tha
POCL - DNS tba tba
POCL - Girobank tba tha
BA Systems
CAPS CPCS n/a
Peeder systems n/a
PDCS n/a
Helpdesks n/a
Acc.& reconciliation n/a
BA/SSA Offices and Staff
Procedures n/a
Training n/a
Communication n/a
POCL Systems/links
Distribution n/a
Acc.& reconci Y POCLITIP upgraded as required
Reference data ¥ POCL INew product data available
AP interfaces tba I POCLIDepends on products
Post Offices, Staff and Agents
Equipment kd PW INone required - depends on products
Procedures Y PW [Required for each new product
Training Y PW [Required for all operators
Communications Y¥ PW [Required for all operators
Pathway systems
Host systems PAS/CMS n/a
Other systems Y PW [Depends on actual products
Helpdesks Y Pw [Probably further expansion
PDA
Plans N PDA [POCL product plan
Communication n/a
Testing & trialling Y¥ PDA [UAT successfully completed
Operations n/a
BLVIF_a.XLS Page B30 of 33
FUJ00119563
FUJ00119563
Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery
Authority
MASTER PLAN
(PDA)
Version 1
16 August 1996
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
MILESTONE G3
Pathway releas
Baseline date: n/
Target date:
Preceding milestone(s): G2
3 operational
a
April 1998
Visibility (highest)
n/a
Programme
CATEGORIES CHANGE? RESP. STATUS REQUIRED
External customers
Cards and tokens tba PW [tba
Awareness tba Pw [tba
Products
BA N BA [tba
POCL - AP N PW [Operational
POCL - DVLA tba tba
POCL Royal Mail tha tba
POCL - BBC € tha
POCL - DNS tba tba
POCL - Girobank tba tba
BA Systems
CAPS CPCS n/a
Feeder systems n/a
PDCS n/a
Helpdesks n/a
Acc.& reconciliation n/a
BA/SSA Offices and Staff
Procedures n/a
Training n/a
Communication In/a
POCL Systems/links
Distribution n/a
Acc.& reconciliation Y POCL/TIP upgraded as required
Reference data Y POCL INew product data available
AP Interfaces tba I POCLIDepends on products
Post Offices, Staff and Agents
Equipment ¥ PW [None required - depends on products
Procedures ¥ Pw [Required for each new product
Training ¥ Pw IRequired for all operators
Communications ¥ PW IRequired for ail operators 2
Pathway systems
Host systems PAS/CMS n/a
Other systems ¥ Pw [Depends on actual products
Helpdesks ¥ Pw [Probably further expansion
PDA
Plans N PDA IPOCL product plan
Communication nya
Testing & trialling ¥ PDA [UAT successfully completed
Operations n/a
BLIP XLS Page B3i of 33
FUJ00119563
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Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery
Authority {PDA)
MASTER PLAN
Version 1
16 August 1996
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
MILESTONE G4
Pathway release 4 operational
Baseline date:
Target date:
Preceding milestone(s):
CATEGORIES
n/a
October 1998
G3
Visibility (highest)
n/a
Programme
CHANGE? RESP. STATUS REQUIRED
External customers
Cards and tokens tha PW [tba
Awareness tba Pw tba
Products
BA N BA [tba
POCL - AP N PW IOperational
POCL - DVLA tba tba
POCL Royal Mail tba tba
POCL ~ BBC tha tba
POCL - DNS tba tba
BOCL - Girobank tba tba
BA Systems
CAPS CPCS n/a
Feeder systems In/a
PDCS n/a
Helpdesks nja
Acc.& reconciliation n/a
BA/SSA Offices and Staff
Procedures n/a
Training n/a
Communication n/a
POCL Systems /links
Distribution n/a
Acc.& reconciliation ¥ POCLITIP upgraded as required
Reference data Y¥ POCLINew product data available
AP Interfaces tba I POCLIDepends on products
Post Offices, Staff and Agents
Equipment ¥ Pw INone required - depends on products
Procedures ¥ PW [Required for each new product
Training ¥ PW [Required for all operators
Communications ¥ PW IRequired for all operators
[Pathway systems
Host systems PAS/CMS n/a
Other systems ¥ Pw [Depends on actual products
Helpdesks ¥ PW [Probably further expansion
PDA :
Plans N PDA [POCL product plan
Communication n/a
Testing & trialling ¥ PDA IUAT successfully completed
Operations n/a
BLVIF_A.xLS Page B32 of 33
FUJ00119563
FUJ00119563
Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery
Authority (PDA)
MASTER PLAN
Version 1
16 August 1996
APPENDIX B - STRATEGIC MILESTONE DEFINITIONS
MILESTONE HOO
Programme complete
Visibility (highest)
Baseline date: May 1999
Target date:
Preceding milestone(s): E99,G4
CATEGORIES
CHANGE? RESP. STATUS REQUIRED
External customers
Cards and tokens
Awareness
Products
BA
POCL - AP
POCL - DVLA
POCL Royal Mail
POCL - BBC
POCL - DNS
POCL - Girobank
BA Systems
CAPS CPCS
Feeder systems
PDCS
Helpdesks
Acc.& reconciliation
BA/SSA Offices and Staff
Procedures
Training
Communication
POCL Systems/links
Distribution
Acc.& reconciliation
Reference data
AP Interfaces
Post Offices, Staff and Agents
Equipment
Procedures
Training
Communications
Pathway systems
Host systems PAS/CMS
Other systems
Helpdesks
PDA
Plans
Communication
Testing & trialling
Operations
BVIF_4.XLS.
Page B33 of 33
Benefits Agency
Programme Delivery
Post Office Counters Ltd Authority (PDA)
Social Securit:
Agency (NZ) MASTER PLAN
Version 1
16 August 1996
APPENDIX C -
INTERMEDIATE MILESTONES
The full set of intermediate milestones leading to each
strategic milestone has to be developed for Version 2 of the
Master Plan.
This will follow the format shown.
Certain intermediate milestones will be determined handshake
milestones.
Page Cl of 33
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Benefits Agency Programme Delivery Version 1
Post Office Counters Ltd Authority (PDA)
Social Security Agency(NI) MASTER PLAN 16 August 1996
APPENDIX C ~ INTERMEDIATE MILESTONES
MILESTONE Al
One office automated for restricted ChB payment by card.
First card payment by ‘hand crafted’ procedures at one post office. Approximately
14 selected customers
CATEGORIES RESP INTERMEDIATE MILESTONES DATE
External customers
Pw {Cards issued to first customers
Pw [instructions to first customers 20/09/96
Products
BA [ChB ‘card ready' for first customer 12/09/96
BA Systems
BA [CAPS CPCS Release 1 specification agreed
BA [Start of early release test for CAPS CPCS
Release 1
BA_IFinal CAPS Release 1 system test complete
BA ICAPS Release 1 joint system integration test I 13/09/96
supported
BA [CAPS CPCS Release 1 model office test
supported
BA ICAPS CPCS Release 1 code tested and ready
for release
BA ILive environment built 19/09/96
IBA/SSA Offic and Staff
BA [Scope and procedures agreed for BA help desk
BA [identify staff that require training
POCL Systems/links
Pw/ JAgree full scope of reference data required
POCL {for first Post Office
Post Offices, Staff and Agents
PW [Equipment procured for first Post Office
POCL IPOCL liaison point established for first
Post Office
POCL [identify staff/agents that require training
Pathway systems
PDA [Sign off Pathway pre-release software
PW [Scope and procedures agreed for system help
Pwi_[CMS/PAS tested and operational
PDA
PDA ICard design agreed
PDA IFirst customers selected
PDA {Outlet nominated for FCP
PDA ICard procedure agreed
PDA ICard specification agreed
PDA ICAPS CPCS Release 1 joint system integration I 13/09/96
test complete
PDA ICAPS CPCS Release 1 model office test
complete
PDA [CAPS CPCS Release 1 technical sign-off
C_VIF_4 XLS
Page C2 of 33
FUJ00119563
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Benefits Agency Programme Delivery Version 1
Post Office Counters Ltd Authority (PDA)
Social Security Agency (NI) MASTER PLAN 16 August 1996
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE A2
Ten offices automated for restricted ChB payment by card
Payment of ChB at 10 offices to a limited number of selected customers, by
normal renewal cycle
CATEGORIES RESP INTERMEDIATE MILESTONES DATE
External customers
PDA [Agree PUN format
Pw [PUNs issued to relevant customers 20/09/96
Products
BA Systems
PW [Electronic transfer between CAPS and PAS/CMS
BA ICustomer files available
BA/SSA Offices and Staff
BA [Implement card awareness campaign for staff
POCL Systems/links a
POCLIReference data for a further 9 Post Offices ~
ovided
Post Offices, Staff and Agents
POCL{POCL liaison point established for all 10
Pos
Pw [Procure equipment for all 10 POs
PW [Identify staff that require training
Pathway systems
Pw [Cards sent to relevant Post Offices 11/10/96
PW jPre-release (version 2) software installed
PDA
PDA {Security procedures agreed 30/08/96
PDA [Contingency plan agreed
PDA {10 Post Office outlets nominated
CLv1F_4. XLS Page C3 of 33
Benefits Agency Programme Delivery Version 1I
Post Office Counters Ltd Authority (PDA)
Social Security Agency (NI) MASTER PLAN 16 August 1996I
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE Bl
First of 200 pilot Post Offices live and available for customer use, with EPOSS,
APS and OBCS functionality
CATEGORIES RESP INTERMEDIATE MILESTONES DATE
External customers
PDA [Agree card procedures
PDA [Agreed communication plan
Products
PDA [ChB full system requirements agreed
PDA [ChB design agreed
BA IChB (Internal) testing started
BA [ChB released for full PDA testing
[BA Systems
BA ICAPS CPCS Release 2 specification agreed
BA IStart of early release test for CAPS CPCS
Release 2 .
BA [Final CAPS Release 2 system test complete
BA ICAPS Release 2 joint system integration test
complete
BA [Supporting CAPS CPCS Release 2 model office
test
BA [CAPS CPCS Release 2 code tested and ready
for release
BA ILive environment built
[BA/SSA Offices and Staff zi
PDA IBA staff communications plan agreed for
pilot roll out
PDA jAgree extent of BA staff training for pilot
roll out
jPOCL Systems/links
Post Offices, Staff and Agents
PDA [Post Office staff/agents communications plan
agreed for pilot roll out
POCL{EPOSS procedures completed
POA [Agree extent of POCL staff/agents training
for pilot roll out
Pocl [Reference data available for ali 200 POs
Pw [Pilot roli out PO equipment procured
POCLIPost Office equipment configured
BDA [Agree extent of POCL staft/agents training
Pathway systems
PW [PW Release 1 start integration test
Pw [PW Release 1 available for UAT 31/12796
PDA IScope and requirements of help desk agreed
BW IHelp desk procedures complete
PDA.
PDA [Security policy agreea
PDA ICustomer communications plan agreed
Ppa [Test strategy agreed
PDA [Test plan complete
PDA [Service levels/measures agreed
PDA [Pilot rollout plan agreed
Pba [Agree strategy for IGL to trial
covets
Page C4 of 33
FUJ00119563
FUJ00119563
Benefics Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery
Authority (PDA)
MASTER PLAN
Version 1
16 August 1996
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE B2
All 200 pilot Post Offices live and available for customer use
CATEGORIES
RESP INTERMEDIATE MILESTONES
DATE
External customers
Products
BA Systems
BA/SSA Offices and Staff
BA
Publicity complete in new areas
POCL Systems/links
Post Offices, Staff and Agente
FUJ00119563
FUJ00119563
PW [Original 10 POs re-equipped
PW [Staff retrained in the first 10 POs
POCLILiaison points established for the 200 POs
PW [Begin trained staff/agents in the 200 POs
PW [Remaining 190 POs equipped
Pathway systems
PDA [200 PO outlets nominated & agreed
PDA
PDA [Agree extent of BA/POCL staff training
cviP ams
Page C5 of 33
Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery
Authority (PDA)
MASTER PLAN
Version
16 August 199
T
6
APPENDIX C =
MILESTONE C1
INTERMEDIATE MILESTONES
First national roll out Post Office live and available for customer use
CATEGORIES RESP INTERMEDIATE MILESTONES DATE
External customers
Pw IPSCS/Incap PUNs to new customers
Products
BA_IPSCS/Incap benefit ‘card ready‘
BA I[PSCS/Incap link operational
BA Systems
BA/SSA Offices and Staff
PW ICards issued to BA offices
PDA [BA staff communications plan agreed for
national roll out
PDA [Agree extent of BA staff training for
national roll out
POCL Systems/links
pocLIStart migration from CTP to TIP
Pw ILinks operational from TIP to TMS
Post Offices, Staff and Agents
PDA [Agree extent of POCL staff/agents training
for national roil out
PW [Start national training programme
PW [National roll out PO equipment procured
Pw [Start equipping rollout POs
POCL [Reference data available for these POs
PDA [Post Office staff/agents communications plan
agreed for national roll out
Pathway systems
PDA
PDA [Agree national roll out plan
PDA ISign off completion of trial
PDA [Full SLAs agreea
C_WIF_4. X25 Page C6 of 33
FUJ00119563
FUJ00119563
Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery
Authority (PDA)
MASTER PLAN
Version 1
16 August 1996
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE C2
5,000 Post Offices automated
CATEGORIES
RESP INTERMEDIATE MILESTONES
DATE
External customers
Products
BA Systems
BA/SSA Offices and Staff
POCL Systems/links
Post Offices, Staff and Agents
FUJ00119563
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PW I1,9C0 Post Offices automated
Pw 42,000 Post Offices automated
PW [3,000 Post Offices automated
Pw I4,000 Post Offices automated
Pathway systems
PDA
C_VLF_4.xLS
Page C7 of 33
Benefits Agency
Post Office Counters Ltd
Programme Delivery
Authority (PDA)
Social Security Agency (NI)
MASTER PLAN
Version 1}
16 August 1996
FUJ00119563
FUJ00119563
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE C3
10,000 Post Offices automated
CATEGORIES RESP INTERMEDIATE MILESTONES DATE
external customers 1
Products
BA Systems
BA/SSA Offices and Staff
POCL Systems/links
Post Offices, Staff and Agents
PW j6,000 Post Offices automated
PW j7,000 Post Offices automated
PW [8,000 Post Offices automated
PW {9,000 Post Offices automated
Pathway systems
PDA
C_VIF_4. XLS Page C8 of 33
Benefits Agency
Post Office Counters Ltd
Social Security Agency(NI}
Programme Delivery
Authority (PDA}
MASTER PLAN
Version i
16 August 1996
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE C4
15,000 Post Offices automated
CATEGORIES
RESP INTERMEDIATE MILESTONES
DATE
External customers
Products
BA Systems
BA/SSA Offices and Staff
POCL Systems/links
Post Offices, Staff and Agents
Pw [11,000 Post Offices automated
Pw [12,000 Post Offices automated
PW [13,000 Post Offices automated
Pw {14,000 Post Offices automated
Pathway systems
PDA
C_LVLF_S.xLS
Page C9 of 33
FUJ00119563
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FUJ00119563
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Benefits Agency Programme Delivery Version i
Post Office Counters Ltd Authority (PDA)
Social Security Agency (NI) MASTER PLAN 16 August 1996
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE C99
All Post Offices automated
CATEGORIES RESP INTERMEDIATE MILESTONES DATE
External customers
Products
BA_ Systems
BA/SSA Offices and Staff
POCL Systems/links
Post Offices, Staff and Agents
PW [All POCL staft/agents trained
PW [16,000 Post Offices automated
PW [17,000 Post Offices automated
Pw I18,000 Post Offices automated
PW [19,000 Post Offices automated
Pathway systems
PDA
PDA [Post implementation review
C_VIF_4. XLS Page C10 of 33
Benefits Agency Programme Delivery Version 1
Post Office Counters Lt Authority (PDA)
Social Security Agency (NI) MASTER PLAN 16 August 1996
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE D1
First NI Post Office live and available for customer use
CATEGORIES RESP
INTERMEDIATE MILESTONES.
DATE
External customers
Pw
NI PUN format agreed
Pw
Start of NI PUN issue for all benefits
Products
BA Systems
i)
a
Dy
Scope of Ni help desk agreec
BA/SSA Offices and Staff
PDA
SSA staff communications plan agreed for NI
roll out
SSA
NI SSA training needs ascertained and agreed
SSA
Start of Ni staff awareness/training
POCL Systems/links
Post Offices, Staff and Agents
Pw
INI_Post Office equipment procured
POCL
POCL Post Office liaison points agreed
POCL
NI_PO training needs ascertained and agreed
POCL
Training arrangements in place
PDA
Post Office staff/agents communications plan
agreed for NI roll out
Pathway systems
Pw
Sight of proposed formats
SSA
Procedures to NI requirements
PDA
PDA
NI Post Office roll out plan agreea
PDA
INI Communication plan agreed
CVIFLS XLS
Page Cll of 33
FUJ00119563
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Benefits Agency Programme Delivery
Post Office Counters Ltd Authority (PDA)
Social Security Agency (NI) MASTER PLAN
Version 1
16 August 1996
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE D2
All (~670) NI Post Offices live and available for customer use
CATEGORIES RESP INTERMEDIATE MILESTONES
DATE
External customers
PW IAll PUNs (PSCS/Incap) issued
Products
SSA IFCP of PSCS/Incap
BA Systems
BA/SSA Offices and Staff
POCL Systems/links
Post Offices, Staff and Agents
Pathway systems
PDA
Page C12 of 33
FUJ00119563
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Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
MASTER PLAN
Programme Delivery
Authority (PDA)
Version 1
16 August 1996
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE D3
PSCS/Incap first card payment by normal renewal cycle in NI (SSA)
CATEGORIES
RESP INTERMEDIATE MILESTONES
External customers
Products
BA Systems
BA
PSCS/Incap benefit
card ready"
BA
PSCS/Incap link operational
BA/SSA Offices and Staff
POCL Systems/links
Post Offices,
Staff and Agents
Pathway systems
PDA
C_VLF_4.xLs
Page C13 of 33
FUJ00119563
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FUJ00119563
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Benefits Agency Programme Delivery Version 1
Post Office Counters Ltd Authority (PDA)
Social Security Agency (NI) MASTER PLAN 16 August 1996
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE D4
AA/DLA first card payment by normal renewal cycle in NI (BA and SSA)
CATEGORIES RESP INTERMEDIATE MILESTONES DATE
‘External customers
Products
BA Systems
BA IAA/DLA benefit ‘card ready’
BA _IAA/DLA link operational
IBA/SSA Offices and Staff
POCL Systems/links
Post Offices, Staff and Agents
Pathway systems
PDA
C_VLP_4. XLS Page C14 of 33
Benefits Agency Programme Delivery Version i
Post Office Counters Ltd Authority (PDA)
Social Security Agency (NI) MASTER PLAN 16 August 1996
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE D5
FamC/DWA/ETU first card payment by normal renewal cycle in NI (SSA)
CATEGORIES RESP INTERMEDIATE MILESTONES
DATE
External customers
Products
BA Systems
BA IFamC/DWA/ETU benefit ‘card ready'
BA IFamC/DWA/ETU link operational
BA/SSA Offices and Staff
POCL Systems/links
Post Offices, Staff and Agents
Pathway systems
PDA
C.viFL4.xLS Page C15 of 33
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Benefits Agency Programme Delivery Version 1
Post Office Counters Ltd Authority (PDA)
Social Security Agency (NI) MASTER PLAN 16 August 1996
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE D6
IS/JSA/ChB first card payment by normal renewal cycle in NI (SSA)
CATEGORIES RESP INTERMEDIATE MILESTONES DATE
External customers
Products
BA Systems
BA IIS/JSA/ChB benefit ‘card ready’
BA IIS/JSA/ChB link operational
IBA/SSA Offices and Staff
POCL Systems/links
Post Offices, Staff and Agents
Pathway systems
PDA
C_VIF_4.xLS Page C16 of 33
Benefits Agency Programme Delivery Version 1
Post Office Counters Ltd Authority (PDA)
Social Security Agency (NI) MASTER PLAN 16 August 1996
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE D7
SF first card payment by normal renewal cycle and start of LGL in NI
(BA and SSA)
CATEGORIES
RESP INTERMEDIATE MILESTONES
DATE
External customers
Products
BA Systems
BA JSF benefit ‘card ready’
BA [SF link operational
BA/SSA Offices and Staff
POCL Systems/links
Post Offices,
Staff and Agents
Pathway systems
PDA
cir xs
Page C17 of 33
FUJ00119563
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Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery
Authority (PDA)
MASTER PLAN
Version 1
16 August 1996
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE D8
Clerical Benefits first card payment by normal renewal cycle and start of LGL
in NI (BA and SSA)
CATEGORIES RESP INTERMEDIATE MILESTONES
DATE
External customers
Products
BA Systems
POCL Systems /links
Post. Offices, Staff and Agents
Pathway systems
PDA
CLVIF_4.xLS
Page C18 of 33
FUJ00119563
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Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery
Authority (PDA)
MASTER PLAN
Version 1
16 August 1996
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE D99
All SSA customers and benefits
can be paid by card
CATEGORIES RESP INTERMEDIATE MILESTONES
DATE
External customers
Products
BA Systems
BA/SSA Offices and Staff
POCL Systems/links
Post Offices, Staff and Agents
Pathway systems
PDA
CViF4xs
Page C19 of 33
FUJ00119563
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Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery
Authority (PDA)
MASTER PLAN
Version 1
16 August 1996
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE E1
ChB by normal renewal cycle (non-selected customers)
CATEGORIES RESP INTERMEDIATE MILESTONES
(BA)
DATE
External customers
Products
BA Systems
BA/SSA Offices and Staff
POCL Systems/links
Post Offices, Staff and Agents
Pathway systems
PDA
C_VEF_4.xE8
Page C20 of 33
FUJ00119563
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Benefits Agency Programme Delivery Version 1
Post Office Counters Ltd Authority (PDA)
Social Security Agency (NT) MASTER PLAN 16 August 1996
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE £2
Pscs/Incap first card payment by normal renewal cycle and start of the
3 month LGL (BA)
CATEGORIES RESP INTERMEDIATE MILESTONES DATE
External customers
Products
PW [PSCS/Incap benefit ‘card ready’
BA ICAPS CPCS Release 3 specification agreed
BA IStart of early release test for CAPS CPCS
Release 3
BA [Final CAPS Release 3 system test complete
BA ICAPS Release 3 joint system integration test
complete
BA ISupporting CAPS CPCS Release 3 model offi
test
BA ICAPS CPCS Release 3 code tested and ready
for release =
BA_ILive environment built
BA Systems
PDA [CAPS CPCS release 3 signed off ~~
BA {Manual customer data provided
BA/SSA_ Offices and Staff °
POCL Systems/linke
Post Offices, Staff and Agents
Pathway systems
Pw
PW release 1 software operational
PDA
ICAPS CPCS Release 3 joint system integration
test complete
PDA
CAPS CPCS Release 3 model office test
complete
PDA
CAPS CPCS Release 3 technical sign-off
PDA
CvLF_4 ns
Page C21 of 33
Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery
Authority (PDA)
MASTER PLAN 16
Version i
August 1996
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE E3
FamC/DWA/ETU first card payment by normal renewal cycle (BA)
CATEGORIES RESP INTERMEDIATE MILESTONES DATE
External customers
Products
Pw IFamC/DWA/ETU benefit ‘card ready'
BA Systems
BA ICAPS CPCS release 3 operational
BA [Personal data for manual take-off
IBA/SSA Offices and Staff
/POCL Systems/links
Post Offices, Staff and Agents
Pathway systems
[PDA
C_VIF_4.XLS
Page C22 of 33
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Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery
Authority (PDA)
MASTER PLAN
Version 1
16 August 1996
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE E4
AA/DLA first card payment by normal renewal cycle (BA and SSA)
CATEGORIES
RESP
INTERMEDIATE MILESTONES
DATE
External customers
Products
Pw
AA/DLA benefit ‘card ready'
BA Systems
IBA/SSA Offices and Staff
POCL Systems/links
Post Offices, Staff and Agents
Pathway systems
PDA
CV1F_4.XLS
Page C23 of 33
FUJ00119563
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Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery Version 1
Authority (PDA}
MASTER PLAN 16 August 1996
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE ES
IS/JSA first card payment by normal renewal cycle and start of a 3 month LGL (BA)
CATEGORIES
RESP INTERMEDIATE MILESTONES
DATE.
External customers
Products
PW [IS/JSA benefit ‘card ready*
BA Systems
BA _ICAPS CPCS Release 4 specification agreed
BA IStart of early release test for CAPS CPCS
Release 4
BA IFinal CAPS Release 4 system test complete
BA ICAPS Release 4 joint system integration test
complete
BA ISupporting CAPS CPCS Release 4 model office
test
BA ICAPS CPCS Release 4 code tested and ready for
release . .
BA ILive environment built
IBA/SSA Offices and Staff
POCL Systems/links
Post Offices, Staff and Agents
Pathway systems
PW
Pw release 2 software operational
PDA
PDA
CAPS CPCS Release 4 joint system integration
test complete
PDA
CAPS CPCS Release 4-model office test
complete:
PDA
CAPS CPCS Release 4 technical sign-off
C_VIF_4.xLS
Page C24 of 33
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Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery
Authority {PDA}
MASTER PLAN 16
Version 1
August 1996
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE E6
S¥/WarP first card payment by normal renewal cycle and start of LGL (BA
CATEGORIES
RESP INTERMEDIATE MILESTONES
and SSA)
DATE
External customers
Products
BA Systems
BA ICAPS CPCS Release 5 specification agreed
BA IStart of early release test for CAPS CPCS
Release 5
BA IFinal CAPS Release 5 system test complete
BA ICAPS Release 5 joint system integration test
complete
BA ISupporting CAPS CPCS Release 5 model office
test
BA ICAPS CPCS Release 5 code tested and ready for .
release :
BA [Live environment built
BA/SSA Offices and Staff
POCL Systems/links
Post Offices, Staff and Agents
Pathway systems
PDA
PDA
CAPS CPCS Release 5 joint system integration
test complete
PDA
CAPS CPCS Release 5 model office test
complete
PDA
CAPS CPCS Release 5 technical sign-off
CVIFG XLS
Page C25 of 33
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Post Office Counters Ltd Authority (PDA)
Secial Security Agency(NI) MASTER PLAN 16 August 1996
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE E7
Clerical Benefits first card payment by normal renewal cycle and start of
LGL (BA and SSA)
CATEGORIES RESP INTERMEDIATE MILESTONES DATE
External customers
PW IWP cards issued
Products
PW [clerical benefit ‘card ready" I
BA Systems
IBA/SSA Offices and Staff
POCL Syatems/links
Post Offices, Staff and Agents
Pathway systems
PDA
CLVIF_A. XLS Page C26 of 33
Benefits Agency
Post Office Counters Ltd
Social Security Agency(NI)
Programme Delivery
Authority (PDA)
MASTER PLAN
Version i
16 August 1996
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE E99
All customers and benefits can be paid by card (BA and SSA)
CATEGORIES RESP INTERMEDIATE MILESTONES
DATE
External customers
Products
BA Systems
BA/SSA Offices and Staff
POCL Systems/links
Post Offices, Staff and Agents
Pathway systems
PDA
C_LVIF_a.xLS
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‘Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery
Authority (PDA)
MASTER PLAN 16
Version 1
Au
t 1996
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE F1
Full TIP system operational
CATEGORIES RESP
INTERMEDIATE MILESTONES
DATE
External customers
Products
Pw [ChB (unlimited) in full service
PW IPSCS/Incap in full service
PW IFamC/DWA/ETU FCP achieved
BA Systems
BA/SSA Offices and Staff
POCL Systems/links
POCL
TIP fully tested
POCL
CTP to TIP migration complete
Post Offices, Staff and Agente
POCL
Accounting and reconciliation processes
POCL
Identify POcL statf/agents training
requirements in new systems
PW
Accounting and reconciliation training
Pathway systems
PDA
C.VLF_¢.XLS
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Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery
Authority (PDA)
MASTER PLAN
Version 1
16 August 1996
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE G1
Pathway release 1 ready for User Acceptance Testing
CATEGORIES RESP INTERMEDIATE MILESTONES
External customers
Products
POCcL
Product plan agreed
POCcL
Key product group agreed
POCL
Specification agreed
BA Systems
BA/SSA Offices and Staff
POCL Systems/links
PW
Full TIP system operational
Post Offices, Staff and Agents
POCL
Procedure agzeed
POCL
Training plan agreed
POCL
Communications plan agreed
POCL
Equipment required confirmed
Pathway systems
PDA
System requirements agreed
PDA
Contract let
PW
System available for UAT
PDA
UAT completed
POCL
POCL product specification agreed
PDA
PDA
UAT test plan agreed
C_viF_4.xLs
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Benefits Agency Programme De. ery
Post Office Counters Ltd Authority (PDA)
Social Security Agency (NI) MASTER PLAN
Version 1
16 August 1996
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE G2
Pathway release 2 operational
CATEGORIES
RESP INTERMEDIATE MILESTONES
DATE
External customers
Products
BA Systems
BA/SSA Offices and Staff
POCL Systems/links
Post Offices, Staff and Agents
Pathway systems
POCL{POCL product specification agreed
PDA
CLVIPLA XLS:
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Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery
Authority (PDA)
MASTER PLAN
Version 1
16 August 1996
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE G3
Pathway release 3 operational
CATEGORIES
RESP
INTERMEDIATE MILESTONES
DATE
External customers
Products
BA Systems
BA/SSA Offices and Staff
POCL Systems/links
Post Offices, Staff and Agents
Pathway systems
POCL
POCL product specification agreed
PDA
CLVIF€ XLS
Page C31 of 33
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Benefits Agency
Post Office Counters Ltd Authority (PDA)
Social Security Agency (NI) MASTER PLAN
Programme Delivery
Version 1
16 August 1996
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE G4
Pathway release 4 operational
CATEGORIES
RESP INTERMEDIATE MILESTONES
DATE
External customers
Products
BA Systems
BA/SSA Offices and Staff
POCL Systems/links
Post Offices, Staff and Agents
Pathway systems
POCL IPOCL product specification agreed
PDA
C_LVLF_4.XLS
Page C32 of 33
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Benefits Agency
Post Office Counters Ltd
Programme Delivery
Authority (PDA)
Version i
Social Security Agency (NT) MASTER PLAN 16 August 1996
APPENDIX C - INTERMEDIATE MILESTONES
MILESTONE #99
Programme Complete
CATEGORIES RESP INTERMEDIATE MILESTONES DATE
External customers
Products
BA Systems
BA/SSA Offices and Staff
POCL Systems/links
Post Offices, Staff and Agents
Pathway systems
PDA
CLVIF_4.xus
Page C33 of 33
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Benefits Agency Programme Delivery Version 1
Post Office Counters itd
Social Security Agency (NI}
Authority (PDA)
MASTER PLAN 16 August 1996
APPENDIX D ~ OVERVIEW PLAN
The overview plan has been structured into the eight groups
defined in Section 3.1. The plan includes a reference to the
organisation and person responsible for each of the key
activities and milestones.
Group A:
Group B:
Group C:
Group D:
Group E:
Group F:
Group G:
Group H:
Initial go live
Pilot
Mainland Post Office Roll-out
NI Post Office and SSA Benefit Roll-out
BA Benefit Roll-out
POCL Development
Pathway Releases
PDA Programme Support
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APPENDIX D - OVERVIEW PLAN
I ee — 6 i997 7998 7899
1D [Task Name. Org. Resp. IJJA[SO]N[OI J [F/MIAIM[J [J [AJSJOIN[OI IFIMJARaI, [J TA]S[OINJD [J IF MIA IM] [J [ATs!
1.0 GROUP A: INITIAL GO LIVE
1.4 Pathway ReleaseO
~ Monitor and support Pathway develooment PDA I ka
Pathway Release 0 system test Pw is
Pathway Feiease 0 ready for UAT BW ®
User acceptances test PDA =u
1.2 Roll Out - {
1.21 CAPS CPGS Release 1 live forcardissue BA @ 20 September 1996
412.2 1 Post Office automated for restricted ChB FOP BA AY @ 23 September 1996
4.2.3 10 Post Olices automated for restricted ChB payment BAY 2 @ 21 October 1996
‘GROUP B: PILOT 7 i
2.1 Pathway Release 1 (includes EPOSS/APS/OBCS) { ~
2.1.41 Monitor and-support Pathway devetopment PDA I
2.4.2 Pathway Release 1 system development BW
2.4.3 Pathway Reloase { systemtest. Pw
24.4” (User acceptance test “PDA I Fed
2.2 ‘Pilot Post Offices I °
2.2.1 First of 200 pilot Post Offices live and available PDA 81 @ 3March 1997
12.2.2 I Ail 200 pitot Post Oifices live and available for customer use = PDA 82 @ 6 April 1997
2.2.3 I Pilot evaluation ° - POA co]
3.0 GROUP C: MAINLAND POST OFFICE ROLLOUT
3.1 Rollout preparation
3.1.1 Prepare Post Offices for rollout “POL” : zm
3.1.2 — Relerence data project Poct frome
3.2 Rollout Areas ° “Te
3.2.1 First national roll out Post Office live and available for customers PDA - 1 @ 2sune 1997 I
Planned Actives (Basetne) (=== Statege Miestone (SM) Key Intermediate Milestone @
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APPENDIX D - OVERVIEW PLAN
Bs I 1957 T i968 T 1988
\JIATSIOIND[S TE MMIAIM/STJTA]S[OIN[DI TFIMIA M] TS TATSTOINID IS TFIMIAIM[ STATS)
40 GROUP D; Ni POST OFFICE AND SSA BENEFIT ROLLOUT
4.1 NIPost Office Roltout -
4.1.1 First NI Post Office jive and available for customer use
14.1.2 Nalionat Rollout in Northern Ireland
14.1.3 Ail Ni Post Ottices tive and available for customer use
"SSA Benefit Rollout
NIICA system migrated to the GB system
'PSCSiincap FCP by NAC in Ni ~
Migrate/rollout PSCS/incap
‘AAIDLA ECP by NAC in NI
“Migrate/rollout ANDLA.
Migratefroliout FamC/OWA/ETU
NI ChB migrated to the GB system
4.2.11 SF FCP by NRC in NI
4.2.12 SF LGL in NI
10__ITask Name
[3.22 National Rollout of major urban areas Pw Ca
3.2.3. National Rollout of main outlets. ~ “PW
3.2.4 Rollout of remaining outlets . Pw
3.2.5 Pw
33) —
3.3.1 I 5,000 Post Offices automated ee Pw ° 2 @ tba
3.32 ° ° 03 @ thd
3.3.3 18,000 Post Offices automated — —_ ° ~ 8 @ ts
33.4 Ali Post Ottices automated Pw 699 @ November 1998.
D1 @ August 1997
oo
02 @ September 1997
®
09 @ September 1997
<—o
D4 @ September 1997
<==
D5 @ November 1997
—Ep
@
08 @ January 1998
<=
57 @ S January 1998
=
Planned Activities (Baseline) C=
vit emp
=] Stralogic Milestone (Sky
Page D3 of 6
°
Koy tnteomedite Milestone @
APPENDIX D - OVERVIEW PLAN
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10 Tress Name
I omg
6 T 1997 Ty 1998 T _1999,
JTATSIONO IS FIMAIM[J], AISIOIN [B/S FMAM) IJTAISIOINID [IF MARA [IANS
5.0 GROUP E: BA BENEFIT ROLLOUT
5.1 [CAPS CPCS Release 2 live for card issue
5.2 ChB (non-selected customers) by NRC
5.3 I CAPS CPCS Release 3 tive for card issue
5.4 PSCS/incap FCP by NAC and start of 3m LGL.
5.5 FamC/DWAVETU FCP by NAC
5.6 CAPS CPCS Release 4 live for card issue
5.7 AAIDLA FCP by NAC
5.8 SISA FCP by NRC and star of 2m LGL
5.9 SF/WasP FCP by NRC and stan of LGL
CAPS CPCS Release 5 live for card issue
5.10
5.11 Clerical Benefits FCP by NRC and start of LGL
5.12 Ali BA and SSA customers and benefits can be paid by card
6.0 GROUP F: POCL DEVELOPMENT ~~
6.1 AP interface migration
6.2 Business Continuity Processing
6.3 Full TIP system operational
6.4 Reference data project
BAISSA
BA
~POCL
PocL
POCL
POCL
[4.2.13 Clerical Benefils FCP by NAC in Ni BAISSA “ese 08 @ 23 February 1998
4.2.14 Clerical Benefits LGL in Ni SSA rl
4.2.15 Migrate/roliout SF/Cierical Benefits SSA =
4.2.16 AISA customers and benefits can be paid by card 089 @ thd
@® 16 December 1996
£1 @ 20 January 1997
© 6 Apri 1997
£2 @ 12 May 1997
£3 @ mid June 1997
@© September 1997
4 @ September 1997
£5 @ Cctobar 1997
£6 @ S January 1998
® January 1998
Er @ 23 February 1998
FY @ 2dune 1997
= —
09 @ May 199%
Planned Activiies (Baseline) CET
vit 6mpp
Stratege Milestone (SM) @
Koy nermeiae Miesiona
Page D4 of 6
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APPENDIX D - OVERVIEW PLAN
I I B6. I 1997 i 1998 y 1999
1D Task Name . Org. Resp. _ IJTATSIOIN[OIs JF MIATM{J]JTATSIOINJO]TFIMIAIMIS[JATSIOIN[D]S TF MIAIMI [IATS]
7.0 I GROUP G: PATHWAY RELEASES (excluding IGL and Pilot)
7.1 ‘National rott out (PW release 1)
7.1.1 Pathway Release { ready for UAT
7.2 National roll out (PW release 2)
G1 @ December 1996
7.2.1 Define user requirements <=
7.22 Monitor and support Pathway development PDA re
7.2.3 Pathway Release 2 system development i =
[Pathway Release 2 system test ~ ” =
I Pathway Release 2 ready for UAT @ 30 une 1997
jser acceptance test oo =
vay Rele ~~ 82 © October 1997
Deline user requirements i . —Es
7.3.2 Monitor arid support Pathway development <TD
7.3.3 I Pathway Release 3 system development - : =
7.3.4 ay Release 3 system ° =
7.3.5 ~~ ® 31 December 1997
7.3.6 “User acceptance test — ° oa
7.3.7 "Pathway Release 3 operational 63 @ April 1998
7.4 National roll out (PW release 4)
7.4.1 Define user requirements “POA =
7.4.2 Monitor and support Pathway development "PDA 7 ol
7.4.3 Pathway Release 4 system development = Pw —
7.4.4 IPathway Release 4 system test =
athway Release 4 ready for UAT _ © 30dune 1998
“User acceptance test - - : comm
7.4.7 IPathway Release 4 operationat ~~ G4 @ October 1998
Planned Acivities (Baseline) CITT Strategic Milestone (SM) ® Koy intorradiate Miestone @
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APPENDIX D - OVERVIEW PLAN
a Be T1987 I 7598 T 7999
1D Task Name. I Org. I Resp. TAISIORIOUIEMAMD G ASIONOUFMAMS GASTON MARU DIAS
8.0 GROUP H: PDA PROGRAMME SUPPORT {
8.1 {Contract finalisation ©” PDA Kelsey bamermy
8.2 {Business cases. PDA Riley boreerrereemeeemeremecmey
18.3 Project processes / office PDA = Robinson feo
18.4 !Communications — “RDA Dugdale bee
5 Product management i PDA Meagher
8.6 Fraud strategy and plan - . . PDA Lewis
8.7 ‘Design Authority ° — PDA I Godeseth
8 Service level PDA I McNiven
‘Gard management ° bug
esting ~ - ~ King
[Programme Complate ee #99 @ May 1999]
Planned AcivMies (Baseline) SII Stalag Milestone (SM) ® Key Intermaciate Milestone
evil empp Page D6 of 6
Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery
Authority (PDA)
MASTER PLAN
Version 1
16 Augusc 1996
APPENDIX E - ACTIVITY DESCRIPTION
This summarises in greater detail the tasks defined
Overview Plan in Appendix D.
Page El of 10
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APPENDIX E - ACTIVITY DESCRIPTIONS
10 Trasktame L_ Org. I Resp. [actsty Deserton
1.0 GROUP A: INTIAL GO LIVE i
7.1 Pathway Release 0
1.1.1. Monitor and support Pathway development PDA Monitor and support Pathway development of Release 0 prior to testing
1.1.2 Pathway Release 0 system test rr ae Pathway system test of Pathway Release 0 — -
4.1.3 Pathway Release 0 ready tor UAT Pw I Pathway Release 0 ready for User Acceptance Testing — °
41.4 Useracceptancetest —_ POA er acceptance test of Pathway Release 0
1.2 Roll Out I
1.2.1 CAPS CPCS Release 1 live for card issue eA ‘The retease of the first CPCS system, fil for GL, but with volumes limited by the
‘need for manual supporting processes
1 Post Office automated for restricted ChB FCP ~ BA First card payment of Child Benefit restiicted to approximately 12 customers (BA
staff in Stroud). The card issue and payment instructions will not follow the
- I ‘normal 4 week cycle
1.2.9 10 Post Ottices automated for restricted Ch payment BAT ‘Ongoing tra! of Child Benefit payment (including first major trial of the system)
using the normal 4 weok issuo cycle started on date of FOP
2.0 , GROUP B: PILOT
2.1 Pathway Release 1 (includes EPOSS/APS/OBCS)
2.1.1 ‘Monitor and support Pathway development PDA Monitor and support Pathway development of Release 1 prior to testing
evi emp Page E2 of 10
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APPENDIX E - ACTIVITY DESCRIPTIONS
[ee [acy Doscption
32
Rollout preparation
rence data project
‘Rollout Areas
[3.2.1 — (First national roll out Post Otice live and available for customers. PDA
HO__[Task Name rg
2.12 (Pathway Release 1 system development Pw, Pathway system development of Release 1
2.1.3 Pathway Release 1 system test Pw Pathway system test of Pathway Release 1
2.1.4 User acceptance test POA User acceptance test of Pathway Release 1
2.2 Pitot Post Offices :
2.2.1 First of 200 pilot Post Oflices live and available POA larg of 200 pilot Post Oitices live
12.2.2 Ali 200 pilot Post Offices live and available for customer use PDA ‘Last of 200 pilot Post Oitices live
2.23 Pilot evaivation ee - POA ~~ TEvaluation of pilot roll out
3.0 GROUP C: MAINLAND POST OFFICE ROLLOUT i ~~ —
“Technical and business preparation for installation of equipment and
i introduction of new products
scope of what is required has not yet been defined
“Fics national roll oui Post Oise ive
e.vi2mpp
Page E3 of 10
~” “Reference data includes tocations and contact data ior ali Post Offices. The full
APPENDIX E - ACTIVITY DESCRIPTIONS.
10 Trost Name
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I Resp. A
3.2.2 {National Rollout of major urban areas ow “National rollout of Post Offices within the major urban areas of Great Britain
3.2.3 I National Roliout of main outlets” PWT National rollout of main outlet Post Otfices in Great Britain oe
3.24 ‘Roto of remaining outiets pw I National rollout of the remaining Post Office outlets in Great Britain
3.2.5 Rollout within the M25 ° — PW ; ~~ [Rollout of the Post Oltices within the M25 area around London
3.3 Number of Post Offices Automated ° aT ; _ a °
” - PW [A otal ot §,000 Post Oticas automated
5:33” 16000 Foal Gices automaiod ng {tata 16800 ai Sica automaied oe
3.3.3 I15,000 Post Offices automated pw LA total of 15,000 Post Offices automated
I : I
334 /AilPost Offices automated — RW Tail Post Sitices within Great Britain and Northem Ireland automated ~
4.0 GROUP D: NI POST OFFICE AND SSA BENEFIT ROLLOUT I
4.1 INI Post Gifice Rollout — ~ - i : a ~
14.1.1 First NI Post Otfice live and available for customer use Pwo IThe first Post Otfice in Northern Ireland to go live
4.1.2 I National Aotlout in Northern Ireland ~ (cit ie aati throughout Nowherm Weland
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APPENDIX E - ACTIVITY DESCRIPTIONS
10 Irasknane org. I nese. [acy Design _
4.1.3 I All NI Post Offices live and available for customer use Pw: The last Post Office in Northern reiand to go live 1
4.2 ‘SSA Benefit Rollout
4.2.1 NIICA system migrated to the GB system SSA Migration of the Northern Ireland iCA system onto the GB system
4.2.2 PSCS/incap FCP by NAC in'Ni : SSA” PSCS/incap tirst card payment by normal renewal cycle
4.23” Migratefroliout PSCS/incap SSA Migratior/roliout of PSCSVincap within Northern ireland
42.4” AADLA FCP by NAC in Ni BASSA AAIDUA first card payment by normal renewal cycle. This is coupied othe
equivalent BA milestone
Migrate/roiiout AA/DLA ~~ ~ “SSA I Migration/toilout of AA/DLA within Northem ireiand ' .
4.2.6 I FamC/OWA/ETU FCP by NRC in NI SSA _FamC/DWAVETU first card payment by normal renewal cycle
4.2.7 I Migrate/roliout FamC/OWA/ETU ° SSA ‘Migration/rollout of FamC/OWAVETU within Northern Ireland
I4.2.8 NI ChB migrated to the GB system - eee SSA ‘Migration of the Northern Ireland Child Benefit onto the GB system
4.2.9 I IS/JSA/ChB FCP by NRC in NI ~ SSA JIS/JSA first card payment by normal renewal cycle
4.2.10 Migrate/rollout IS/JSA/ChB — SSA ‘ Migration/rollout of 1S/JSA/ChB within Northem ireland
4.2.11 SF FCP by NAC in NI BASSA I Social Fund first card payment by normal renewal cycle. This is coupled to the
J equivatent BA milestone
4212 _ SSA I “Social Fund limited go live within Northern trotand
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APPENDIX E - ACTIVITY DESCRIPTIONS.
]
10___ITask Name _ . Og. I Resp. _I Activity Qescription
4.2.19 Clerical Benefits FOP by NRO in Ni BASSA Clerical Benefits first card payment by normal renewal cycle
4.2.14 ‘Clerical Benefits LGL in Ni - “ssa ~~ Clerical Benefits limited go live within Northem Ireland '
4.2.15 IMigrate/rollout SF/Clerical Benefits SSA Migration/roliout of Social Fund/Clerical Benelits within Northern Ireland
4.2.16 [AN SSA customers and benefits can be paid by card SSA ~~ Requires ail SSA benelits transferred to cards, all Ni Post Offices automated
i and all payment books replace by cards (up to 26 weeks after last benefit and
oe . Post Office) .
5.0 GROUP E: BA BENEFIT ROLLOUT — - oe — a
5.1.” 1CAPS CPCS Release 2 live for card issue BA CAPS CPCS Release 2 provides appropriate dialogues to remove the need for
manual supporting systems. It also supports allernative payees:
5.2. I ChB (non-selected customers) by NAC BA Chitd benefit payment by normal renewal cycie to non-selected customers who
Use an automated Post Office
CAPS CPCS Release 3 allows a second and subsequent benefits to be paid
using a single card and coincides with the limited going live of the Pensions.
I Group of benefits (PSCS/ncap)
3 card payment from PSCS/Incap by normai renewal cycle, which started
jwhen the technicat release went live
5.3 I CAPS CPCS Release 3 live for card issue
6.4 PSCS/Incap FCP by NRC and start of 3m LGL. BA
ist card payment of FamC/DWAJETU by normal renewal cycie to ail customers
(note no LGL)
5S FamC/DWA/ETUFCPbyNRC BA
'GAPS CPCS Release 4 aliows the implementation of IS/JSA by providing urgent
payments against a card or temporary token and urgent stop instructions
5.6 CAPS CPCS Release 4 live for card issue
BAISSA ~~ First card payment of AA/OLA by normal renewal cycle to all customers (note no
GL)
5.7 IAAIOLAFCP by NRC
58 ISSA FCP by NAC and stan of 3m LGL First card paymeni of ISJJSA by normal renewaicycie
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a Ht MM Et ff ER ot = iz a 2 ie ae = 4 8h aie
APPENDIX E - ACTIVITY DESCRIPTIONS
10 [Zask Name Org. _I Resp. _I Activity Description
5.9 I SF/WarP FCP by NAC and start of LGL BASSA "Social Fund/War Pension first card payment by normal renewal cycle and start
of the 3 month limited go live
5.10 CAPS CPCS Release § live for card issue BA IThe timing of the payment by card of these benefits is still highly specutative.
{Clerical payments require some system changes which are currently planned for
ICAPS CPCS Release 5
5.11 Clerical Benefits FOP by NRC and start of LGL BASSA ‘Clerical Benetits frst card payment by normal renewal cycle and start of the
“imited go live
BA ~~" Requires aii benefits transterred to cards, all Post Offices automated and alt
{payment books replace by cards (up to 26 weeks after last benefit and Post
a 1 Office)
6.0 GROUP F; POCL DEVELOPMENT Oy —
‘AP interface migration . ° Poot - ”
J6.2 “Business Continuity Processing ‘POCL
6.3 ° - ~The full POCL TIP (Transaction information Processing) system operational I
64 PoC “Reference data includes locations and contact data for afl Post Ofices. The full
scope of what is required has not yet been defined
evil amp Page E7 of 10
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APPENDIX E - ACTIVITY DESCRIPTIONS
10 ITask Name _ I org Tactty Description
7.0 GROUP G: PATHWAY RELEASES (excluding IGL and Pilot)
7.4 National rol! out (PW release 1) i - -
7.1.1 Pathway Release 1 ready for UAT ew ‘Pathway release 1 ready for User Acceptance Testing
72 National roil out (PW release 2) . oo I _— -
17.2.1 Define user requirements ~ ~ POA “Define user (BA, SSA, POCL) requirements for Pathway release 2
}7.2.2 I Monilor and support Pathway development . PDA 'Moritor and support Pathway development of release 2 prior to testing
7.2.3 ‘paiway Reaisa 2 system development ° Pw athway system development of release 2 .
7.2.4 Pathway Release 2 system test Pw Pathway system test of Pathway release 2
7.2.5 Pathway Release 2 ready for UAT a BW Pathway release 2 ready lor User Acceptance Testing
7.2.6 User acceptance test User acceptance test of Pathway release 2
7.2.7 I Pathway Release 2 operational POCcL ~~” Pathway release 2 operational, including re-engineeredinew POCL products
7.3 National roll out (PW release 3)
7.3.1 Define user requirements PDA Define user (BA, SSA, POCL) requirements for Pathway release 3
17.3.2 Monitor and support Pathway development PDA (erase and support Pathway development of release 3 prior to testing
2 vil 2p : Page E8 of 10
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i i ke tt Et Ee gm ir cee) 2 ea ee ae a SB
APPENDIX E - ACTIVITY DESCRIPTIONS
10___} Task Name Org. I Resp. [Activity Description I
7.3.3 Pathway Release 9 system development Pw Pathway system development of release 3
7.3.4 I Pathway Release 3 system test PW I Pathway system test of Pathway release 3 —_
7.3.8 Pathway Release 3 ready for UAT Pwo ‘Pathway release 3 ready for User Acceptance Testing
73.6 (User acceptance test ~~ oe POA I User accepiance test of Pathway release 3 —
Pathway Release 3 operational Pook I Pathway release 3 operational, including re-engineeredinew POCL product
7.4 National roil out (PW release 4) - poe - ~~ -
7.4.1 I Define user requirements PDA I Define user (BA, SSA, POCL) requirements for Pathway release 4
7.4.2 Monitor and support Pathway development POA I Monitor and support Pathway development of release 4 prior to testing
7.4.3” ‘Pathway Release 4 sysiem development “Pw ~ Pathway system development of release 4 ~~
7.4.4 Pathway Release 4 system test _ Pwo I Pathway system test of Pathway release 4
7.4.5 Pathway Release 4 ready for UAT . Pwo Pathway release 4 ready for User Acceptance Testing I
7.46 ‘User acceptance test POA I User acceplance test of Pathway release 4 i
7.4.7 I Pathway Release 4 operational Poc. ‘Pathway release 4 operational, including re-engineeradinew POCL products I
—
evilemep Page E9 of 10
APPENDIX E - ACTIVITY DESCRIPTIONS
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1D
[rast Name
[ es I
Org. I esp. [Activity Description
8.
“FF vaud iaiagy and plan
(GROUP H: PDA PROGRAMME SUPPORT
Contract finalisation
Business cases
Project processes / office
‘Communications
Product management
Design Authority
[Service levels
{Programme Complete
“PDA
“PDA King
I I The ongoing activities of the PDA in support of the programme.
PDA Kelsey
out or business product
PDA Riley
the light of the proposed roll out plans
“PDA I Robinson I Setting up the project support processes, as normally carried out by a Project
{Office (change control, issue management, filing and documentation, etc)
PDA I Dugdale Plans for communication with the four main areas: BA customers;
i BA/SSA/POCL staff; intemal to the project; Government
‘and test the project products
“PDA I Lewis [Defining and reviewing all aspects of the project to ensure thal the exposure to I
fraud is controlled,
PDA —_ Godeseth To advise about feasibility and long-term strategic compatibility of the technical
solutions proposed
POA McNiven To clarity and ensure a comprehensive and consistent set of service levels
POA Dugdale Define and agree Card Management processes and associated documentation
{or IGL and full service. Also produce business models
{Define and agree the l
‘acceptance tests,
j : Programme completion
‘Although critical to the project, {rom @ contractual point of view, these activities I
do not generally produce a deliverable to the customer in terms of technical, rll
Preparation of business cases and accounting processes and review of cases in
Meagher IThe management of suppliers and internal project customers to define, deliver
) strategy. Witness supplier tests and carry out
evil_2mpp
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Benefits Agency Programme Delivery Version 1
Post Office Counters Ltd Authority (PDA:
Social Security Agency (NI) MASTER PLAN 16 August 1996
APPENDIX F - ASSUMPTIONS
Assumption Description
Number
1 Batch Interface Spec (V6) is valid for’all CAPS
releases.
Implementation of additional BA Benefit
Payments does not require changes to Pathway
systems or training of PO staff (except where
specifically identified).
CAPS delivery schedules are achieved such that
live operation can commence as follows; Rel 1:
20 September 96; Rel 2: 16 December 96; Rel 3:
6 April 1997; Rel 4, September 1997; Rel 5:
January 1998. No other releases are foreseen
or planned for within the programme.
The BA are able to resolve the conflicts over
priority of access to the EDS systems (the CAPS
systems provider) at weekends for testing and
data conversion.
The BA will carry out special procedures to
ensure the convergence of Pension & ChB Payee
details to Personal Details Computer System
(PDCS) for Pension systems process testing to
start in March 97.
CAPS System redevelopment under the BA Change
Programme doesn’t change the interfaces and
that all necessary redevelopment of the BA
feeder systems will be completed in time for
the roll-out
The ‘on line’ authorisation and card stop
systems will be designed within timescales such
that they do not impact on earlier interfaces
and card procedures.
POCL will define and prioritise the re-
engineering of their current products by August
Page Fl of 4
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Post Office Counters Ltd Authority (PDA)
Social Security Agency (NI) MASTER PLAN 16 August 1996
10
11
12
14
15
16
17
1996. First product specifications completed
by December 96 to be incorporated in the
October 1997 Pathway release.
Either TIP is available for the start of the
national roll-out in June 1997 or the printing
and re-keying of reports is accepted by BA and
POCL.
POCL will have a system acceptable to BA for
reconciling card payments by the live trials
In addition to BES; OBCS, EPOS and Automated
Payment (except for SMART card/key handling)
are included in Release 1.
The frequency of Pathway software releases wiil
be not more than two per year after initial
releases in December 1996 and October 1997.
All SSA benefits, including ChB (by January
1998), are identical to the Great Britain
systems.
The Functional Spec agreed on 30 June 1996
contains sufficient detail to allow development
to continue.
Initial Go Live with Child Benefit is limited
to 10 Post Offices.
The full introduction of PSCS/INCAP and IS/JSA
will be preceded by a Limited Go Live of
between 1 and 3 months limited to 10 Post
Offices.
There will be no Limited Go Live for the
introduction of FAMC/ETU/DWA and DLA/AA.
Once CAPS Release 2 is implemented (Jan 97)
then the BA will not be a constraint on the
rate of roll-out providing adequate notice of
plans is given.
The roll-out will start with large conurbations
and leave inside the M25 until the latter half
of the roll-out.
Page F2 of 4
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Benefits Agency Programme Delivery
Post Office Counters Ltd
Social Security Agency (NI)
Authority (PDA)
Version 1
MASTER PLAN 16 August 1996
18
19
20
21
22
23
25
26
Six weeks of installation will be lost due to
Christmas 1997 and installation will be
completed by mid November 1998.
There will be a gradual ramp up in rate of
roll-out after the initial trials, increasing
to the target rate of 300 POs per week after,
say, 12 weeks, achieved by up to 7 teams
working in separate PO regions.
PO Regions will be able to cope with levels of
work generated by up to 60 POs being rolled out
per week in each region.
POCL back office and CAPS back office
(including EDS/ITS PO table building etc) can
cope with 300 POs per week.
OBCS will not affect roll-out strategy.
The roll-out schedule will allow commercial
action to combat Cashstop.
POCL reference data can be prepared manually to
meet the needs of the Initial Go Live.
The SSA will, in general, rely on the PDA team
for their Government and other communications.
However, they will maintain their own parallel
communication stream into the NI Ministers for
usé as appropriate. All customer
communications, including PUNs and forms, will
be received by the SSA to allow changes to
reflect the different Agency name,
organisations, legislative references etc.
Any help desks supporting the SSA will have
Slightly modified procedures for SSA calls,
reflecting their organisation and different
terminology and forms. The SSA will review the
procedures manual and identify any changes
required to reflect these differences.
The SSA will follow the Great Britain (GB) card
procedures.
The SSA will accept whatever account
Page P3 of 4
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Post Office Counters Ltd Authority (PDA)
Benefits Agency Programme Delivery Version I
i
)
Social Security Agency (NI)
MASTER PLAN 16 August 1996
27
28
23
30
31
32
33
reconciliation mechanism is agreed between BA
and POCL.
The project plans are unaffected by the
potential privatisation of the ChB Agency.
CAPS system functionality: Rel 1: capacity
limited to 1500 ChB payees by dependence on
manual procedures; Rel 2: dependence on manual
procedures removed, but only one benefit; Rel
3: supports multiple benefits; Rel 4: on-line
interface implemented, allowing IS & JSA to be
implemented; Rel 5: clears remaining clerical
payees
23 September 96 and 21 October 96 dates are set
in stone
The BA Business Plan assumes 200 POs per week
implementing ChB from 1 January 97, failure to
meet this will impact on the financial benefits
The SSA will implement payment of each benefit
by card either in parallel with the BA or
after. The roll-out of benefits will be
carried out in the same way as within the BA,
despite the differences in size and benefit
administration
Cards and customer documents will all be made
available for the SSA to review in sufficient
time for them to be customised and produced for
the roll-out
The NI POs will all be brought live in a single
hit over a period of approximately six weeks.
Page F4 of 4
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Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
Programme Delivery
Authority (PDA)
MASTER PLAN
Version 1
16 August 1996
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APPENDIX G - HANDSHAKE MILESTONES
The attached set of handshake milestones represents a set of
‘medium’ level handshake milestones agreed between Pathway and
the PDA. Further work is required to complete the list and
verify the detail from sub-ordinate plans as these are
developed. The precise status of the past dates is being
verified.
The list also requires the addition of the PDA responses to the
Pathway outputs.
This is scheduled for Version 2
Page Gl of 4
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Benefits Agency
Post Office Counters Ltd
Social Security Agency (NI)
ProgrammeDelivery
Authority
(PDA)
MASTER PLAN
version 1
16 August 1996,
APPENDIX G - PATHWAY / PDA HANDSHAKE MILESTONES
Description Date Handshake Pw IComnent s
From TO Ref
Tssue Pathway Stage Management Plan for [15/08/96 [PDA [Pw T.1.4
Release i
Finalise and agree Pathway procedures on [06/09/96 [PW PDA {1-3
Risk/Fraud/Crisis Management
ge [Finalise and agree Pathway procedures on [31/12/56 [Pw cr ar
jQuality/Process Management
Finalise and agree Pathway precedures on [31/08/96 [Pw PDA TS
Security Pali I
——>/IFinal BA/POCL Contract Negotiations 12/08/96 PDA PW .
=> [Finalise and agree Pathway Customer T5701/97 [Pw PDA
[Procedures
__ IOreate & Agree Audit Trail Requizements [28/06736 [Pw PDA Ii.i2-4
_-IDefine © Agree Testing Strategy (Release [01/08/56 [PW PDA [1.12.23
~ fay :
—>IContractual Agreement with DSS for CAPS 04/09/36 Pw ‘DSS 1.12.30
Interface Service
Pathway Produce details of Release 1 31707796 [Pw PDA
> Functionality
Develop PAS & CMS integration test scripts I30/08/96 [Pw BDA [2.3.5
(Release 1)
+ IEPOSS - Review functional specification 03/09/96 [Pw PDA [4.1.6
out
cou+ [BPOSS ~ Review stock functional PW POA [4.1.7
.. [specification
OW! TEPOSS - Procedures approved 22/03/97 [Pw PDA, a2
— ICi Hardware - Definition (Ri) Agreed 19/07/96 [Pw BoA [6.1.3
Go.viF2.xus
Page G2 of 4
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‘ae i= EE es = 2 = GE ak
Benefits Agency ProgrammeDelivery Version 1
Post Office Counters Ltd Authority (PDA)
Social Security Agency (NI) MASTER PLAN 16 August 1996
APPENDIX G - PATHWAY / PDA HANDSHAKE MILESTONES
Description Date Handshake Pw Comments
From [To Ref
7? {Counter Applications - Definition Agreed PW PDA
q
vs [Counter Applications - Unit Test [28710796 [Pw PDA {7.5
ov [BES - Definition Agreed 22/05/96 [PDA By 10.1.1
\— IBES - Procedures documented and agreed 30712796 _ [Pw PDA [10.2
uw [BES - Approve detailed requirements 27706796 __ [Pw PDA [10.3.2
ot [Cards - Definition 01/04797__ [ew PDA [il.d
7 Itards - Design (inc. Temp. Tokens, PUNs [06/09/56 [Pw PDA fii.3
* Jana Mandates)
> I€ards roll-out. BA/POCL Provide Live Trial PDA PW Tia.
+ Icustomer Data (Release 1)
_-Jistablish Joint Ic (Smart Card) Pilot TeamI20/11/96 [PDA [Pw iii
Help Desks - Procedures finalised and 12703796 [Pa PDA 12.2.9
Jagreed
act [Help Desks - Implenentation (ready for 15701797 [Pw PDA 12.6.8
e full service)
=? System & integration - Integration Testing Pa PDA 73.2
‘* Icomplete
_-éystem & Integration - Performance Testing I3i/12/96 [Pw PDA [13.3
system & Integration - Sign off RT reportI01/04/o7 [PDA [pw 13.4.4
wero oper I
Start Live Trials 02/04/97 Pw PDA 13.5.5
[Complete Live Trials (Release 1) 24/06/97 Pw PDA 13.5.5
7 Complete Configure & Instail Trial Sites 01/04/97 Pw PDA 13.6.8
Page G3 of 4
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Benefits Agency ProgrammeDelivery Version 1
Post Office Counters Ltd Authority (PDA)
Social Security Agency (NI) MASTER PLAN 16 August 1996)
APPENDIX G - PATHWAY / PDA HANDSHAKE MILESTONES
Description Date Handshake Pw [Comments
From TO Ref
_/I@i Rollout - Comence Post Office site 30704797 [Pw Boa [id.5.9
surveys
_ ISi Rollout - Complete Post Office site 12708758 [Bw Boa fia.5.9
(surveys
—JCI Rollout - Start to Deliver & Install 25/06/97 PW PDA 14.5.20
—~“Icounter System on sites
eI Rollout - Completion of counter system [07/10/97 [PW PDA f14.5.20
—Plinstallation
vjAgree migration approaches to Clients with ]25/09/96 PDA Pw 14.6.4
POCL
“lAgree Migration Plans with BA / POCL 22/10/96 PDA Pw 14.6.13 A
—“IBA/POCL Agree National Roll-Out Plan 30/08/96 PDA Pw 14.7,.47F RE
.I[fraining - Definition 05709796 [PDA [Pw 15.1, 76 [RR
Training - Release 1 Courseware Acceptance [28/02/97 [Pw PDA {15.6
=
-— Commence Training - POCL 24/06/97 PW PDA 15.10.6
~»ICommence Training - BA 05/12/96 [Pw PDA _[i5.10.7
—>/Agree management of change programme PDA Pw
~fbefine Public Awareness Programme [20709796 _ [Pw PDA Ii?a-( I&
4 [Commence Public Awareness Program 23/04/97 PW PDA 17.1.5
e@eITiP Integration Architecture Agreed BDA [Pw
ov» [IP Interface Specification Agreed BDA [PW
om Reference Data Integration Architecture PDA Pw
“ jagreed
web Reference Data Interface Specifications PDA PW
Agreed
G_VIF_2.xUS Page G4 of 4
= 8 82 2 2 ee 8 ee eS EE ake oan
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