1. SOS SERVIS Phase 3 - Modernizing the NM Election System
Continuing the Success of the SOS
State Elections, Registration & Voting Integrity System
(SERVIS)
Presented by Greg Rockstroh - Technical Lead, and
Kari Fresquez - Executive Sponsor

2. Project Description
Scope is to implement a modern, centralized voter registration and election management system that:
Replaces the current (expensive) statewide Voter Registration System
Consolidates a number of smaller election support systems
Uses South Dakota’s TotalVote system as the basis for SOS SERVIS 2 2

3. Business Problems Disparate election systems and vendors
Many manual processes for data sharing
Increasing election costs coupled with recurring budget shortfalls
Significant reliance on vendor support
Inflexible COTS software with expensive maintenance and enhancement costs
Voting Convenience Centers do not fit the current software 3 3

4. Benefits of SOS SERVIS Improved access to elections data
Reduced maintenance costs
Flexibility to interface with new systems
Establish standardization and uniformity in critical election administration areas
Improved data integrity by validating voter information with external data interfaces 4

5. Where are We Now?
Software development for 5 major modules and UAT sessions completed in August, 2017
System end-to-end testing (2 sessions) completed in September, 2017
Production environment build complete
Test data migration completed in August, 2017
UAT for data interfaces and Ballot-on-Demand data exchanges in progress with completion scheduled for early October
Training for end-users (State and County) to commence mid-October
Production Rollout December 4, 2017 5

6. Components of Phase 3 Voter Registration Management Module
Election Management Module Enhancements
Public Access Portal
Data Exchange with external entities
National Voter Registration Act Compliance
More Granular Roles and Permissions
Online absentee application processing 6

7. Change Request Rationale
Key factors influencing schedule (S) and budget (B) adjustments include:
FY16 election demands on key project stakeholders (S)
Limited personnel resources (S)
Complex and incomplete requirements (S)
Complexity and number of data exchanges (S)
Mandate for Online Absentee Application (S)
Continued IV&V and Project Management services for FY18 (B) 7

8. SOS SERVIS Phase 3 Schedule8

9. IRIS Project Expenses 9

10. Project Budget Notes
FY14 had a budget surplus of $28.9K. That surplus could not be rolled into future years, as the funding source was operational funds.
FY15 appropriation funds were totally expended.
The project’s C-2 funding of $1.4M was dedicated to Phase 3 activities in FY16 – FY17. That appropriation was extended during the FY17 legislative session to cover FY18 expenses.
Not all contracts were fully expended in FY17 due to schedule slippage, and those unexpended funds were rolled into the FY18 project budget. After rolling over unexpended funds, the project had a shortfall in FY18 of $32K, due to the additional deliverables of FY18 IV&V and Project Management services.
No additional deliverables or costs for Development were added to the project for FY18. 10

11. PCC Change Request Details
The SOS requests approval to extend Phase 3 of the SERVIS Project from June 30, 2017 to December 31, 2017
Fund certification request: $32,034 11

12. Comments or Questions?