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ISD2 Replacement Project (ISD2R)

PCC Update 4/27/11

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ISD2R Agenda Objective ISD2R/YESNM Project Closeout Status Update Funding and Budgets Going Forward

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Objective Replace the Income Support Division (ISD), Integration

Services Delivery (ISD2) System which manages benefits for over 800,000 clients who receive Food Stamps (SNAP), Energy Assistance, Medicaid, and Cash Assistance.

Meet Requirements of Health Care Reform Act of 2010

Partner with the following Federal Agencies: Food and Nutrition Services (FNS) Centers for Medicare and Medicaid (CMS) Administration of Children and Families (ACF)

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ISD2R/YESNM Closeout

Project direction changed based on Executive review in July 2010

Close out Planning & Implementation Certifications associated with Project prior to July 2010

Portions of the project were implemented into Production

ISD2R/YESNM Certification History

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ISD2R PCC History

Project: ISD2R /YesNM /Sub ProjectsPhase: Planning & ImplementationFunds: $1M Planning

$4M ImplementationAction: CertificationPlanning Purpose: Add funds to restart ISD2RImp Purpose: Implement YesNM and Sub projects

Sept ‘08

ISD2R PCC History.pptx

ISD2R/YESNM Highlights

ISD2R sub-projects YES NM “Am I Eligible” placed into Production

7/2009 Sub-Project underwent executive review Executive Decision

Document Imaging sub-project suspended 7/2010 Business Intelligence sub-project suspended 7/2010 Encounter Tracking Sub-project suspended 7/2010

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ISD2R/YESNM Highlights

ISD2R Project changed direction to focus on replacing

the core eligibility system HSD to contract with a Systems Integrator to

implement the system HSD formed a project management office (PMO)

and contracted with experts in the field of implementing eligibility systems to help run the project

RFP issued for replacement system

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ISD2R/YESNM Financial History through 7/2010

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Appropriation Amount

FF MatchTotal

FundingGF Spent FF Spent

Total Spent

RevertedGrand Total

Spent/Reverted GF

Balance 1,000,000 1,325,581 2,325,581 (939,252) (1,138,723) (2,077,975) (60,748) (2,138,723) 0 1,500,000 1,988,372 3,488,372 0 0 0 0 1,500,000 2,000,000 1,942,156 3,942,156 (410,963) (500,291) (911,254) 0 (911,254) 1,589,037 2,000,000 0 2,000,000 0 0 0 0 2,000,000 1,900,000 2,518,605 4,418,605 0 0 0 0 1,900,000 6,392,000 7,972,400 14,364,400 0 0 0 0 6,392,000

100,600 0 100,600 (44,377) (44,377) (56,223) (100,600) 0 14,892,600 15,747,114 30,639,714 (1,394,592) (1,639,014) (3,033,607) (116,971) (3,150,578) 13,381,037

ISD2R & YESNM Funding Sources & Expenditures as of SFY 2010

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Questions on Closeout?

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ISD2R Update Planning Phase Approval Request

Received $1,261,807 Certification approval from DoIT in September 2010 to continue with the Planning Phase

Planning Phase is scheduled to finish May 2011 IAPD submitted 3/23/11 for Federal Partner approval

Submitting APD checklist to receive 90-10 Medicaid funding May require the state to agree to implement an HIX

PMO Contract started 11/15/10 PMO will manage the implementation of the system PMO is a combination of state and contract staff Contract staff were brought in to provide specialized expertise in

implementing eligibility systems See slide 12 for PMO structure

PMO IV&V – Contract started 2/15/11 First deliverable was resubmitted and accepted

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ISD2R Update

System Integrator RFP Posted 12/23/10 Evaluation completed 4/15/11 Finalist have been selected for BAFO See slide 16 for procurement schedule of events

System Integrator IV&V RFI RFI posted 4/1/11 Responses due 4/29/11

ExecutiveSponsor

Charissa Saavedra

SeniorProject

Manager

ExecutiveOwner

ITD / CIOBrian Pietrewicz

ExecutiveOwnerTed Roth

ExecutiveSteering

Committee

ITDOwner

HSDSenior

Project Executive

ApplicationLead

NetworkLead

ISDPGM &Policy

Sam PeinadoJacob Brito

Karmela Martinez

Reddy KuthuruNathan Wallwork

MADPolicy

Joey Kellenaers

Brian Pietrewicz Elizabeth Garcia

Patrick Maltby

DDIVendor

ProjectManagement

Mary White Merv JersakBob Nemeth

BusinessTechnicalSupport

Strategic

Tactical

ISD2R Project Management Office

Charissa SaavedraDanny Sandoval

Ted RothStephen KlumpBob Beardsley

2.2011

Budget &Contracts

PMO Core Team

PMO Leadership Team

- Contract Staff

- State Staff

PMO Staffing2.2011.ppt

Wendy Chavez-Paez

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ExecutiveSponsor

Executive SteeringCommittee

PMO LeadershipTeam

DoITProject Oversight

IV & V Contractor

Federal Partners

BudgetContracts

Project Mgt

TechnologyBusiness

PMO Core Team

State PurchasingDivision

Integration Vendor

PMO Governance Model

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Funding & Budgets Received approval from PCC for $1,261,807 in September We are in the middle of an active procurement so total budget and

appropriation figures are available upon request

HSD ISD2R Project Financials 4/1/2011DoIt Certification Phase (Planning) Budget Spent Balance

Professional Services 1,115,000.00$ 327,115.50$ 787,884.50$ Software/Hardware 146,807.00$ 2,491.20$ 144,315.80$ Total 1,261,807.00$ 329,606.70$ 932,200.30$

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Going Forward Actions:

Implementation Certification Planned for May 2011 Pending TARC approval in June or July

Execute contract with selected Integration Vendor Planned for June 2011, Vendor onboard July 2011

See slide 17 for project schedule

ISD2RIntegrator RFP

Sequence of Events

Integration Vendor Start

3/8/2011

7/1/201112/27/2010Release RFP

• Release RFP 12/27/2010• Proposal Evaluations 3/8/2011 – 4/14/2011• Selection of Finalists 4/15/2011• Presentations / Demos 5/3/2011 – 5/9/2011• Contract Award 6/15/2011• Vendor Start 7/1/2011

ISD2R RFP Sequence of Events.pptx

March April May

4/15/2011Selection of Finalists

Responses Due

BAFO

BAFO Due5/2/2011

Demos & Review

5/15/2011Vender Selected*

6/15/2011Contract Award

Proposal Evaluations Protests

June

* Approx Dates

Contracting

Fed Approval*

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ISD2RProject Schedule

20112012

2013

ISD2R Statewide

Pilot Statewide2nd-3rd Qtr

Develop / Test

7/1/20111/1/2014

Procurement

12/27/2010Release RFP

Procurement• 50 Days on Street• 60 Days to Review• 1 Week Demo• 30 Days

Contracting

• Release RFP 12/27/2010• Implementation Vendor Start 7/1/2011• Develop and Test (18-24 mths) 7/1/2011 – 7/1/2013• Pilot ISD2R Application 2nd – 3rd Qtr 2013• Roll Out ISD2R 3rd – 4th Qtr 2013• ISD2R Statewide 1/1/2014

ISD2R Project Schedule 12.8.10.pptx

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Questions