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ISD2 Replacement Project (ISD2R)

PCC Update 09/22/10

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ISD2R Agenda

Objective 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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Update Planning Phase Approval Request

Requesting $ 864,286 for the PMO and IV&V PMO Contracts. Requesting $ 146,807 for the PMO and IV&V PMO Contracts. HSD will use up to $100,000.00 of the CHIPRA to support

maintenance and operations changes to Phase One of Yes-NM, Am I Eligible application. CHIPRA is a grant to help offset the cost of Medicaid enrollment costs Am I Eligible is the web application that allows potential clients to determine

what Medicaid services they are eligible for. Note: Pending approval in the 2010 P-APDU

The use of $50,000.00 from the HSD-ITD base budget for the Procurement Specialist contract.

Planning Phase is scheduled to finish around 10/01/2011

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Update Activities

PMO RFP – At BAFO Procurement Specialist - started 9/7/10

Integrator RFP Funding & Budgets

ISD2R Purchasing Request Form– To allow for the correcting funding stream to be selected at the onset of the purchasing process.

Reconciliation of the expenses between LFC and ITD-HSD for ISD2R continues.

Planning-Advanced Planning Document Submitted to our federal partners for review

FNS approved the plan. CMS requested some clarifying information be added.

PMO IV&V – SOW and Deliverables draft has started.

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Update July 2010 PCC Questions

RFP options for the most appropriate place for adding HCR. Integrated approach to schedule and budget for:

Health Care Reform (HCR) / Health Insurance Exchange (HIE) ISD2 Replacement System (ISD2R) Medicare and Medicaid Eligibility System (MMIS)

Show milestones for HCR Schedule showing modular priorities for implementing ISD2R

Different Programs or Sections of Programs What do we get if we start running out of money?

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Update RFP options for the most appropriate place for adding

HCR. Presented to Secretary Falls on 8/6/2010

Option 1: ISD2R system with Medicaid done first Selected Will not risk MMIS deliverables of 5010, ICD10 and takeover of the system. Will not create another system for HSD to maintain and fund for business and technical

staff. Option 2: Include Medicaid in the MMIS RFP

Not selected MMIS is to continue towards their targeted deliveries. The process is not to be interrupted

to include HCR / HCE. Option 3: Standalone Medicaid eligibility system

Not selected Adding another system into the current systems to support in not advantageous. There is additional cost to house the system; fund maintenance and operations activities;

fund upgrades; and train business staff to use the system. Due to the budget restrictions there is no funding for additional staff to support a new

system in the field. The staff will have to enter information into the existing system as well as the new system.

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Update Integrated Approach to Schedule and Budget.

Information has been gathered into a spreadsheet that shows the estimated budget for HCR/HIE, ISD2R, and MMIS.

SFY11 Sample     ISD2R Health Care Reform MMIS    

SFY11- SFY14 Milestone 55,978,219  Milestone 6,729,860  Milestone 77,525,751    total for month  

SFY11-Q1 7/1/2010 0 19,487  0  0  0 1,778,378  1,797,865 8/1/2010 0 0  0  0  0 1,778,378  1,778,378 9/1/2010 0 0  0  0  0 1,778,378  1,778,378 

         SFY11-Q2 10/1/2010 PMO Award

P-APDU Approved0  PM/BA 16,667  0 1,778,378  1,795,045 

11/1/2010 0 77,857  0  16,667  0 1,778,378  1,872,902 12/1/2010 PMO Contract

PMO IV&V Contract87,857  0  16,667  0 1,778,378  1,882,902 

         SFY11-Q3 1/1/2011Administrative 

ChangeLegislative Session

87,857  0  16,667  0 1,778,378  1,882,902 

2/1/2011 Integrator RFP ReleaseLegislative Session

111,427  0  16,667  Contract Start 3,485,620  3,613,714 

3/1/2011 0 87,857  0  16,667  0 3,445,045  3,549,569          

SFY11-Q4 4/1/2011 0 87,857  0  16,667  0 3,445,045  3,549,569 5/1/2011 0 91,607  0  16,667  0 3,445,045  3,553,319 6/1/2011 I-APD Submission 87,857  0  16,667  0 3,445,045  3,549,569 

                     

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Update Show Milestones for HCR

HEALTH CARE REFORM MILESTONESHEALTH CARE REFORM MILESTONES

Major Project Deliverable and Performance Measure Budget Due Date Project Phase

Health Care Reform Req Gathering Fri 9/2/11 Planning

Health Insurance Exchange Req Gathering Fri 9/2/11 Planning

Health Care Reform Requirement? Fri 9/30/11 Implementation

Health Insurance Exchange Requirements? Fri 9/30/11 Implementation

Health Care Reform Compliance Review Tue 1/1/13 Implementation

Health Care Reform Implementation Date Wed 1/1/14 Implementation

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Update Schedule showing modular priorities for implementing

ISD2R Will work with PMO Modular release is complicated by items that span the modules:

Data conversion Deployment Notices Interfaces Training

Federal Funds (CMS &FNS) Feds will only fund the modules that we implement

Program Modular Medicaid SNAP TANF/WORKS State Funded Cash Assistance LIHEAP Claims

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Funding & Budgets The remaining federal funds for planning are:

HSD requested in the Updated-Advanced Planning Document Update a budget of $1,368,428.

Fed-Planning

Fed-Budget $ 2,000,000

NM-Expenses $ 528,668

NM-Remaining $ 1,471,332

Expenditure Category TotalState Personnel $ 103,974

Contract Personnel $1,117,647

Hardware and Software $ 146,807

Total $ 1,368,428

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Funding & Budgets Of the $1,368,428.00 Federal Planning Budget, HSD is requesting

$1,136,807 for the Planning Phase to continue.

HSD will use $50,000.00 of the ITD base budget for the Procurement Specialist contract.

HSD will use up to $75,000.00 of the ITD base budget to support maintenance and operations changes to Phase One of Yes-NM, Am I Eligible.

Expenditure Category Total Purpose

State Personnel $ - n/a

Contract Personnel $ 990,000 PMO Contract IV&V PMO Contract

Hardware and Software $ 146,807 Licensing Health Care Reform Conferencing / Training

Total $ 1,136,807

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Funding & Budgets

Reconciliation SFY05-SFY10:

Laws of 2005, Section 7, Item 16 1,000,000

(expired 6/30/2010)  

exp 2007 (16,900)

exp 2008 (33,900)

exp 2009 (249,500)

exp 2010* (329,139)

(629,439)

 

Remainder 370,561

Less z80726 expenses for SFY10* (280,664)

 

GF reversion @ 43% 89,898

 

FF match loss @ 57% 119,167

GF and FF 209,064

* Estimated balance for SFY10.

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Going Forward

Actions: Project Management Office (PMO)

Best and Final Offers will be made by 10/17/2010 Target date for PMO to start is mid November Integrator RFP to be reviews by PMO

Waiting for response on updated Planning-APDU from CMS FNS Approved

Procurement Specialist Contract Procurement specialist started 9/7/10 Integrator RFP writing is underway

Issue open RFP for Replacement System including Integration PMO IV&V Contract process will start.

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Questions