BenefitConnect Portal Modernization

The document that authorizes the Task Order — purpose, objectives, high-level scope, risks, summary budget, and PM authority.

The actual kickoff presentation — objectives, scope, the full 13-person delivery team, milestone timeline, budget, working agreement, risks, and next steps in one deck.

One-time kickoff meeting notes — agenda, attendees, key discussion points, and the decisions that shaped the ATO strategy and compliance approach. See the Kickoff Deck for the actual presentation.

Government-issued scope document plus the Task Order 3 award record under HSS-IDIQ.

The Task Order's governing management plan — scope, schedule, cost, quality, staffing, risk, and change management in one reference.

Interactive Gantt-style schedule — 225 line items across 8 phases, with live % complete and a "Today" marker. Exports as Excel or a genuine Microsoft Project file.

Allocation-aware resource loading of all 225 WBS line items — 194 loaded work packages, 35 named resources, 351 assignments, split by contractual period. Every person's effort and cost reconcile exactly to their Resource Plan line: Base 66,144 h / $5,750,000 and Option 8,840 h / $1,210,000, totaling $6,960,000 at $0 variance to the Task Order Budget.

Contractor + government reporting lines, including the COR/CO relationship.

All-onshore delivery roster with FTE%, blended rates, and cost reconciled to the Task Order Budget.

Responsibility matrix spanning contractor team and government-side COR/CO/Sponsor roles.

The numbered, contractual list of every required deliverable and its due date/format.

Each of the ten CDRL items worked in full — Data Item Description reference, acceptance criteria, submission and review cycle, and current acceptance status. The evidence layer beneath the CDRL schedule.

Government's plan for how the COR inspects and accepts contractor deliverables.

The contractor's counterpart to the QASP — how Acme Federal Systems assures performance is acceptable before the COR surveils it. Covers the CDRL test deliverables (A004, A006, A009), Section 508 verification ahead of the independent Government audit, RMF security control assessment supporting the phased ATO, data migration validation, and an AQL-aligned verification map.

Traces all 35 requirements — 30 PWS paragraphs plus 5 added by executed contract modification — through the CDRL data item that evidences each one, to contractor verification, government QASP surveillance, and COR acceptance. Generated from the Task Order’s own documents; surfaces five open traceability gaps.

Formally structured master schedule tied to CDRL due dates and ATO milestone gates.

Risks, Assumptions, Issues, Decisions, Dependencies — same discipline as the other suites.

Contractor/government communications cadence and channels.

Governs the external dependencies of an FFP federal task order — the legacy-vendor transition, Government-furnished property (PWS 8.1), the independent Section 508 auditor (Mod P00001), and mandatory clause flow-down (onshore/US-persons, security/ATO) — rather than subcontracted labor, since the effort is all-onshore. Includes an external-dependency register with named owners.

System Security Plan and Plan of Action & Milestones — required security authorization before go-live.

Documented accessibility testing against federal Section 508 / WCAG standards.

At-a-glance RAG status, CDRL progress, milestones, risks, and financials.

Periodic contractor status reporting to the COR — a CDRL-mandated deliverable.

Internal working cadence — accomplished/planned work, risks, and budget health — that rolls up into the formal Monthly Status Report.

Formal, CO-approved record of all 11 executed contract mods — the FFP equivalent of change control, with a full SF-30-style detail page per mod.

The requests that did not become modifications — two Requests for Equitable Adjustment and two Value Engineering Change Proposals, with the Contracting Officer’s determination on each. Two granted, two denied.

Who does what on a 35-person task order where contractual authority sits outside the contractor chain of command — Contracting Officer versus COR, what each function owns, and what the program cannot be directed to do.

The worked modifications behind the log, in SF-30 style — scope of change, price and period impact, justification, and the bilateral signature record. Includes P00011, the new-scope modification that added the mobile-responsive redesign and the Benefits-Eligibility Verification API.

COR sign-off tracking against each CDRL line item.

Decision rights and escalation paths across contractor and government roles.

Leadership briefing summarizing status, risk, and financials.

FFP cost structure — simpler than EVM, still auditable against the PWS/CDRL.

Quantified benefits case for modernization vs. the Task Order investment.

Turns the CBA’s $1,160,000 of projected annual benefit into measurable statements — the pre-cutover baselines that stop existing at go-live, who measures what, and how measurement survives the contractor leaving on Nov 17, 2027.

5-year legacy-vs-modernized cost comparison.

Final performance summary and lessons learned.

Confirms every contracted deliverable was submitted and accepted.

Ten entries on ATO timing, Section 508, CDRL acceptance, data quality, and IDIQ modification practice.

Educational walkthrough of the five phases, FAR/IDIQ/CDRL/QASP/ATO mechanics, and how federal delivery differs from PMBOK and Agile.

Acronym/term reference (FAR, CDRL, QASP, ATO, COR/CO, and more), each translated to a healthcare/commercial PM equivalent.