03._EXHIBIT_B1-_BACKLOG.xlsx
XLSX spreadsheet 16 KB Posted
- Attached to
- EDD RFP 3475 for Salesforce M&O
- Solicitation number
- 0000039456
- Issued by
- California
About this file
This is an Exhibit B1 Backlog document supporting the EDD RFP 3475 for Salesforce Maintenance & Operations submitted on behalf of the California Employment Development Department (EDD). The document outlines a comprehensive backlog of epics across three organizational units: UI_Claims_Org, CA_EDD_Org, and CC_Org. The backlog encompasses 39 total epics categorized by size (Small, Medium, Large, and X-Large) and spanning multiple functional areas including application monitoring and observability, fraud prevention and identity verification, user account management, AI readiness, enterprise reporting and analytics, integration with claims management systems, and accessibility compliance. Small epics are estimated at 320-360 hours (1 sprint), Medium epics at 720 hours (2 sprints), Large epics at 1,080 hours (3 sprints), and X-Large epics at 1,440 hours (4 sprints), based on a standard agile team composition of one Business Analyst, two Developers, and one QA resource working in three-week sprints.
The backlog reflects the state's strategic priorities to modernize its Salesforce environment through legacy component replacement, enhanced security and compliance capabilities, improved user experience and accessibility across both claimant-facing and internal staff applications, and implementation of AI-driven features for anomaly detection and predictive analytics. Key initiatives include consolidating multiple applications within Salesforce organizations, integrating with the state's Integrated Claims Management System through both real-time API and asynchronous batch data exchanges, remediating technical debt in user interface and usability, and establishing comprehensive enterprise reporting and governance structures. The document serves as the primary scope definition for the solicitation, establishing the bidder's accountability for confirming capacity and capability to meet each epic's requirements throughout the maintenance and operations engagement.
View the file
Other files
| File | Type | Posted |
|---|---|---|
| 05._EXHIBIT_I-_SF_INTERFACES.xlsx | XLSX spreadsheet | |
| 04._EXHIBIT_C-_COST_WORKBOOK.xlsx | XLSX spreadsheet | |
| 02._EXHIBIT_B-_FUNCTIONAL_AND_NON-FUNCTIONAL_REQUIREMENTS.xlsx | XLSX spreadsheet | |
| 01._EDD_RFP_3475_for_Salesforce_M_O.pdf |
On GovTribe
Work with this file
- Download the original file
- Contacts named in this file
- Similar government files
- Ask GovTribe AI about this file
Text version
UI_Claims_Org Epic ID Epic Description Size Bidder Agrees to Meet?
Yes/No.
| UI_CLAIMS-1 | Intregrate with our Application Monitoring Tool - Enhance monitoring and observability-Implement comprehensive logging, telemetry, and monitoring capabilities to support proactive system health tracking, incident detection, and performance optimization | Small |
| UI_CLAIMS-2 | Improve fraud prevention and identity verification-Strengthen ID proofing and decisioning workflows to ensure accurate, efficient, and secure identity validation for end users. | Small |
| UI_CLAIMS-3 | Standardize user account management across the application to support automated provisioning, deactivation, and cleanup of accounts. | Medium |
| UI_CLAIMS-4 | AI Readiness Requirement: Design myEDD dashboards, fraud prevention features, and communication modules to enable AI-driven anomaly detection, predictive analytics, and proactive claimant notifications via Agentforce. | Small |
| UI_CLAIMS-5 | Enhance application architecture by updating legacy components to scalable, maintainable, and forward-compatible frameworks. | Medium |
| UI_CLAIMS-6 | Enhance enterprise reporting and analytics capabilities to provide dashboards and metrics that improve oversight, performance tracking, and decision-making. | Medium |
| UI_CLAIMS-7 | Integrate Devops pipeline with Static Application Security Testing Tool | Medium |
| UI_CLAIMS-8 | Enhance existing Forgot Password feature for claimants | Medium |
| UI_CLAIMS-9 | Integrate with Integrated Claims Management System - Real Time Data Exchange thru APIs | Large |
| UI_CLAIMS-10 | Integrate with Integrated Claims Management System - Asynchronous Data Exchange thru Batch | Large |
| UI_CLAIMS-11 | Integrate with Integrated Claims Management System -Data Migration | Large |
| UI_CLAIMS-12 | Consolidate all apps within Orgs within Salesforce | Large |
| UI_CLAIMS-13 | Enhance enterprise reporting and analytics capabilities to provide dashboards and metrics that improve oversight, performance tracking, and decision-making. | Large |
| 3 weeks |
| Small Agile Team - 1 BA; 2 Dev; 1 QA; |
3 week sprint;
small - 1 sprint - 320 - 360 hrs hrs medium - 2 sprints - 720 hrs large - 3 sprints - 1080 hrs x large - 4 sprints - 1440 hrs
CA_EDD_Org Epic ID Epic Description Size Bidder Agrees to Meet?
Yes/No.
CA_EDD-1 Enhance eligibility determination screens (including Employment Questions, AL screen, IRN MI 05, and 360 view) to ensure accurate and efficient capture of claimant data and eligibility factors.
Implement configurable decisioning logic and rules to reduce errors, support complex case scenarios, and provide transparent determinations.
Strengthen business rule configuration (including monetary limits and template reuse) to ensure accuracy and consistency across claim types.
Improve multi-item and multi-template handling to prevent duplication and streamline initiation of similar work items.
Remediate user interface and usability technical debt identified through heuristics and UAT, including inconsistent field labeling, misaligned layouts, missing headings, redundant navigation, and unclear error handling.
Improve system responsiveness and mobile compatibility to ensure consistent claimant and staff experiences across devices.
| Ensure compliance with accessibility standards (e.g., WCAG 2.x) by remediating screen reader gaps, tab order issues, and unlabeled UI elements. | Small | ||
| CA_EDD-2 | Implement configurable decisioning logic and rules to reduce errors, support complex case scenarios, and provide transparent determinations. | Small | |
| CA_EDD-3 | Strengthen business rule configuration (including monetary limits and template reuse) to ensure accuracy and consistency across claim types. | Medium | |
| CA_EDD-4 | Make branding and visual elements (e.g., EDD logo, status bar) accessible and perceivable to users with assistive technologies. | Small | |
| CA_EDD-5 | Remediate user interface and usability technical debt identified through heuristics and UAT, including inconsistent field labeling, misaligned layouts, missing headings, redundant navigation, and unclear error handling. | Medium | |
| CA_EDD-6 | Improve system responsiveness and mobile compatibility to ensure consistent claimant and staff experiences across devices. | Medium | |
| CA_EDD-7 | Standardize page headings, process bar sections, and navigation elements for consistent guidance through application workflows. | Medium | |
| CA_EDD-8 | Improve calendar and date selection tools to reduce entry errors and assist users in selecting valid dates. | Medium | |
| CA_EDD-9 | Consolidate all apps within Orgs within Salesforce | Large | |
| CA_EDD-10 | Implement configurable decisioning logic and rules to reduce errors, support complex case scenarios, and provide transparent determinations. | Large | |
| CA_EDD-11 | Expand support for usability improvements across the application, including accessibility compliance, streamlined workflows, and reduced manual effort. | Medium | |
| CA_EDD-12 | Ensure that reporting, compliance dashboards, and audit trails are structured to support AI-driven insights, predictive workload forecasting, and compliance anomaly detection through Agentforce and related Salesforce AI features. | Large | |
| CA_EDD-13 | Enhance enterprise reporting and analytics capabilities to provide dashboards and metrics that improve oversight, performance tracking, and decision-making. | Large |
CC_Org Epic ID Epic Description Size Bidder Agrees to Meet?
Yes/No.
| CC_ORG-1 | Enhance user account management across the application to support automated provisioning, deactivation, and cleanup of accounts. | Small |
| CC_ORG-2 | Enhance case management capabilities to improve tracking, resolution, and reporting of complaints. | Small |
| CC_ORG-3 | Improve user experience with simplified workflows and streamlined submission processes. | Medium |
| CC_ORG-4 | Transition UI components to current Salesforce UI component technologies. | Large |
| CC_ORG-5 | Expand support for usability improvements across the application, including accessibility compliance, streamlined workflows, and reduced manual effort. | Medium |
| CC_ORG-6 | Integrate with Integrated Claims Management System - Real Time and batch/ETL pipelines Data Exchange thru APIs | Medium |
| CC_ORG-7 | Improve user account and access management, including automated handling of inactive users. | Medium |
| CC_ORG-8 | Modernize application architecture by transitioning legacy components to scalable, maintainable, and forward compatible frameworks. | Medium |
| CC_ORG-9 | Strengthen operational governance by implementing processes and tools for monitoring, approvals, and quality control. | Large |
| CC_ORG-10 | Ensure enterprise wide security compliance and consistent vulnerability remediation across all applications. | Large |
| CC_ORG-11 | Consolidate all apps within EDD Orgs within Salesforce | Large |
| CC_ORG-12 | Perform decision analysis comparing single org vs multi org, addressing data governance, compliance, licensing, autonomy, performance, and ops complexity. | Large |
| CC_ORG-13 | Enhance enterprise reporting and analytics capabilities to provide dashboards and metrics that improve oversight, performance tracking, and decision making. | Large |
| CC_ORG-14 | Enhance application architecture by updating legacy components to scalable, maintainable, and forward-compatible frameworks. | Medium |
File details come from the government source that posted it. Updated .