Transcript VoteCal Kickoff

VoteCal Kickoff
CACEO Annual Conference
July 2009
Presentation by
California Secretary of State’s office
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Presentation Overview
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Help America Vote Act (HAVA) Mandate
VoteCal History
The VoteCal Solution
Tentative Project Schedule
Proposed Budget
Expectations of County Elections Offices
Questions?
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HAVA’s Mandate
HAVA Section 303 requires:
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Single, uniform statewide system for voter
registration
Official list for federal elections
Uniformity and standards for accuracy and list
maintenance practices
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HAVA’s Mandate
Implementation required by January 1, 2006
US Department of Justice Agreement (2005)
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CalVoter is not HAVA compliant
“Interim solution” to get as compliant as possible
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Limited modifications to Calvoter
Adoption of regulations for HAVA enforcement
Proceed with truly compliant VoteCal system as
rapidly as possible
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VoteCal History
Dec 13, 2007
RFP Released
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Solutions-based procurement – to increase
competition and quality of proposals
Requirements:
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What system must do, not how to do it
Originally developed based on county input
Further refined in addenda based on county and
bidder input
Delayed Request for Proposal (RFP) allowed
incorporation of ‘lessons learned’ from around
country
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VoteCal History
2008
Confidential discussions
Draft proposals
Jan. 29, 2009
Deadline for final proposal: 3 proposals
submitted
March 26, 2009
Cost opening
April 24, 2009
Notice of Intent to Award
May 5, 2009
Deadline to Protest: None received!
June 23, 2009
Special Project Report (SPR) submitted
to control agencies for project approval
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VoteCal Solution – the Vendor
Catalyst Consulting Group –
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Successfully developed and implemented similar
system for Illinois
Direct experience with many of California’s Election
Management System (EMS) vendors
Key partners:
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DFM Associates
Microsoft
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VoteCal Solution - Approach
“Bottom-Up” Strategy
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County elections staff will continue to use their EMS
to process registration and manage elections
EMSs will be modified to work directly with VoteCal
(“remediation”)
Some county elections departments will migrate to a
new EMS
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EMS vendor can’t or won’t remediate
All vendor customers want to move to a new system
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VoteCal Solution – VoteCal EMS
What about the VoteCal EMS?
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Proposed as “option” in RFP: Alternative for
county elections departments if their EMS no
longer viable
Catalyst proposal included the optional EMS
Secretary of State decision to not implement (not
required by HAVA, introduces risk, additional
resource requirements)
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VoteCal Solution - Registration
Registration Processing: real-time integration
with VoteCal
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Identification (ID) verification
Identification and update of existing voter record
Assignment of state ID number
Paradigm shift: “Register in California”
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Single, complete record for voter
County elections departments still “own” and manage the voter
records
Ability to view complete record of any voter (including affidavit and
signature images)
Cross-county moves – automatic update/merge
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VoteCal Solution – Other Features
List maintenance (Department of Motor Vehicles,
Change of Address, death notice, etc.)
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High-confidence matches automatically applied
County capability to ‘undo’ invalid matches
Probable matches resolved by County (access to full record)
Flexible matching system to improve with experience
Public web site
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Secure voter look-up of registration status
On-line voter registration
Voter lookup of provisional ballot status
Voter lookup of vote-by-mail ballot status
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Tentative Project Schedule
Sept. 2009
Execution of contract with vendor
Oct. 2009
through
Jan. 2010
Project Startup Phase
Jan. 2010
through
Aug. 2010
Design Phase
Aug. 2010
through
Feb. 2011
Development Phase
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Finalize plans and schedule
“Discovery Sessions”
Specifications and standards
Install & configure infrastructure
Develop VoteCal application
Remediate EMSs
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Tentative Project Schedule
Feb. 2011
through
May 2011
Testing Phase
April 2011
through
July 2011
Pilot Deployment and Testing
Aug. 2011
through
Dec. 2011
Full Deployment and Go Live!
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Functional testing of VoteCal system
Integration testing with EMSs
Acceptance testing of VoteCal system
Training of staff in pilot counties
Implementation at pilot counties
Pilot operation of system for June 2011 election
Training of remaining county elections staff
Deployment and conversion of remaining county
elections offices
Final cutover from Calvoter to VoteCal
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Proposed Budget
HAVA Funds Allocated for VoteCal
VoteCal System Development (Catalyst Bid)
Other Project One-Time Costs
Total Development and Implementation Costs
Ongoing Annual Operating Cost
$ 66 Million
$ 18.2 Million
23.1 Million
$ 41.3 Million
$ 4.8 Million
Other Project One-Time Costs (above) includes:
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Remediation of EMSs (or migration to another EMS)
Other contracted services (e.g., oversight, security evaluation, etc.)
Network upgrade and facility fees for redundant fail-over system
County expenses for participation in design sessions, training, and
data conversion
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Expectations of County Elections Staff
Regional meetings on a periodic basis
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August 2009 – Kickoff with more VoteCal Project detail
Discovery sessions (county elections staff
& EMS vendors)
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Define the “how” of the requirements
Representative membership (sharing info and opinions)
Review of session results
Keep informed: VoteCal website:
www.sos.ca.gov/elections/votecal_home.htm
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Questions?
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Key VoteCal Contacts
Mary Winkley
Project Director
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Email: [email protected]
Voice: (916) 654-8365
Fax: (916) 653-4620
Bruce McDannold
Elections Division Lead
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Email:
[email protected]
Voice: (916) 651-9064
Fax: (916) 653-3214
Cathy Ingram-Kelly
Elections Division Lead
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Email: [email protected]
Voice: (916) 651-8975
Fax: (916) 653-3214
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