1. PCC Update 02/24/2010 Combined Phase Report
ISD2R\YES NM
PCC Update 02/24/2010
Combined Phase Report
12/9/2018

2. Agenda The Project Planning Phase Deliverables Budget Schedule
Current Status
Progress
12/9/2018

3. The Project
The Human Service Department (HSD) is in the process of replacing the oldest of three major systems with which HSD serves New Mexicans.
The system under replacement provides benefits to over 700,000 New Mexicans who receive food stamps (SNAP), energy assistance, Medicaid, and cash assistance.
Federal partners (FNS and CMS) require an extensive Planning Phase and an Implementation Advanced Planning Document (IAPD) as part of that phase.
12/9/2018

4. ISD2R\YES Project Components
YES NM
AIE
APB
My Account
Tracking
Encounter
ISD2R
DASHBOARD
Imaging
Business Intelligence
AIE – Am I Eligible Quick Eligibility Screening for HSD/ISD, DOH, CYFD
AFB – Electronic Application submission for the same programs
12/9/2018

5. ISD2R\YES Phases Planning Implementation Phase I
Implementation Phase II
Started
RFP Started
12/9/2018

6. Planning Deliverables
Implementation Advanced Planning Document (IAPD) is the primary deliverable of the Planning Phase.
Encounter Tracking Proof-of-Concept
12/9/2018

7. Implementation Phase I Planned Deliverables
YES NM Phase I
“Am I Eligible” Public Web for Eligibility Screening for selected programs from HSD, DOH and CYFD.
“Apply for Benefits” Public Web for application submission for selected programs from HSD, DOH, and CYFD.
Business Intelligence Phase I
(25) core reports
(3) Dashboards
Creation of an adhoc reporting environment for selected existing data sources
Imaging/Electronic Case File
The ability to scan, associate a case/client, and retrieve client documents for all Income Support Division offices.
12/9/2018

8. Recent Events
Two events have occurred recently that require changes to the planned project activities and budget allocation.
Directive to revise the RFP for Implementation Phase II to require an outsourced systems integrator
Assumption that no funds from the 2009 appropriations will be available prior to the execution of the RFP (#1).
12/9/2018

9. Impact of Recent Events
The start of Implementation Phase II is delayed from February 1, Expected start date is now fall 2010.
All currently certified funds will be committed to by June 30, 2010.
Due to #2, HSD is in the process of difficult decisions regarding which project activities will immediately cease.
12/9/2018

10. Pre- encumbrances and Encumbrances
Current Budget Status
Subproject
Planned
Expenditures,
Pre- encumbrances and Encumbrances
Certified
Planning
$2,000,000
!,546,101.22
Yes NM Phase 1
$ 1,600,000
1,498,478.59
1,600,000
Business Intelligence
$ ,190
592,963.52
681,190
Imaging\EDMS
$ 2,000,000
Implementation Phase II
$ 17,982,100
TOTAL
$ 24,364,000
$3,637,543.33
$6,281,190
12/9/2018

11. Current Schedule
All of the subproject schedules will need to be revised after the HSD decisions that are occurring February 18 – February 25, 2010.
12/9/2018

12. Current Status Planning Phase
Rewriting IAPD to agree with revised RFP.
Encounter tracking R1 will go to test 03/01/10. BI
Report Conceptual Designs complete.
Imaging
RFP complete
Contract draft under review
YES NM
M&O contract signed.
(2) Change Requests are being coded.
12/9/2018

13. Reference Slides
12/9/2018

14. YES NM
Purpose: Provide “no wrong door” to New Mexicans to Health and Human Services programs.
Release 1: Am I Eligible is a web application that provides a quick (less than 15 min) screening for HSD ISD programs, DOH WIC, CYFD Child Care.
Release 2 (Phase 1): Apply for Benefits (AFB) provides web application submission for the same programs.
Future Releases:
My Account, which will allow clients to see all their account activities for the Joint Agency Team programs.
Provider web which will support community partners access to assist New Mexicans entering organizations external to state offices.
12/9/2018

15. Encounter Tracking Overview
Queue
Assignment
Complex
Applications
Interviews
Reviews
Filing
Process in
ISD2
Pend for
Documents
Client
Enters
Office
Greeter
SNAP
Applications
Drop off
Documents
Tracking and Statistics
12/9/2018

16. ISD2R\ Yes NM Phase II
Phase II of the ISD2R\YES NM project is comprised of:
Replacement of the 20+ year old worker-facing system that provides fourteen functions for HSD Income Support Division programs.
Expansion of the YES NM client-facing public web to include client access to their account information, and a provider web.
12/9/2018

17. Business Intelligence
Query
Studio
Report Studio
Express Edition
Analysis
Studio
Power
Play
Cognos Connection
Framework Manager
Encounter
Tracking
IRU
Client/Case Data
YES NM
Document
Imaging
(Index Info)
LIHEAP
ISD2
CSES
(Partial)
3rd Party
Work
Program
Transformed
VSAM Data
Data Sources
(Scope and priority to be determined)
12/9/2018

18. Imaging The Imaging/ Electronic Case Phase I subproject provides:
Provision of (25) selected reports that will be a replacement for their counterpart “green bar” dispatch reports.
Three (3) Dashboards, one layout each for Regional Operations Managers, County Directors, and Central office ISD workers.
Creation of an ad hoc environment within the Cognos tool and the necessary modeling in order to include selected data sources into that environment.
12/9/2018

19. IV&V Status
Both the IV&V for the Planning Phase and the IV&V for the Implementation phase expired 12/31/09
The IV&V for the planning phase is at DoIT for signature
The IV&V for implementation is in draft within the Project Management Bureau at Plaza San Miguel.
12/9/2018