Specifications include, but are not limited to: 3.4 PROJECT MANAGEMENT The CalHEERS Project employs a Project Management Methodology consistent with Project Management Institute (PMI) Project Management Body of Knowledge (PMBOK®) and the CMS System Lifecycle Framework guidelines for project management. The project is managed using a structured, repeatable, and disciplined approach to plan, design, develop and implement changes into CalHEERS. 3.4.1 Schedule Management The project team uses the schedule (work plan) to manage the project, including tracking project tasks, task durations, task resourcing, and progress towards completion. Schedule analysis and reporting is conducted to inform project management of performance risks so they can be mitigated in a timely manner. The project uses the following tools to track, manage, and report on the Contractor and the CalHEERS Project schedule: Microsoft® Project Server IBM® Rational ClearQuest™ Microsoft® Office (Word, Excel, PowerPoint, Outlook) The schedule development processes captures hours worked as well as work completed by both Contractor and State resources. The project schedule is organized in a format that permits accurate measurement and reporting of accomplishments and potential schedule impacts. 3.4.2 Cost/Cost Estimating Management The CalHEERS Operations and Maintenance (via Program Support) costs are based on set number of hours and a firmed fixed price per month. As part of the Maintenance (Change Request), the CalHEERS State management team works with sponsors and stakeholders to identify enhancements, changes, and modifications and lays out the schedule of those on a rolling 24-month roadmap. The Maintenance (via Change Request) costs are based on either time & materials or firm fixed price, as determined within the change request process. 3.4.3 Human Resources Management The SI maintains a resource management matrix that contains a month-by-month staffing forecast for the full duration of the project. The matrix is used to drive start and end dates documented on each position description. The SI maintains position descriptions for the CalHEERS Project Team resources that work on the Project. 3.4.4 Risk and Issue Management Project risks and issues are reviewed by the Risk and Issue Management Group (RIMG). The RIMG evaluates each potential risk to confirm or deny it as a risk; set an agreed-upon risk level; confirm mitigation steps are appropriate; and track and monitor progress toward mitigation/resolution. The SI PMO administers the risk and issue management process. The RIMG members consist of: CalHEERS Project Director CalHEERS Assistant Project Director CalHEERS Operational Readiness Chief CalHEERS PMO Chief
