Key Questions

Is the project on track to satisfy the customer's business objectives?Yes

Is the project on track to achieve the objectives in the approved timeframe?Yes

Is the project on track to achieve the objectives within the approved budget?Yes

Project Overall Health	Comments
Green	Project Overall Health remained in Green (satisfactory) status: • Release 1/MVP was successfully released to production on 06/24/24!

Focus Area/Rating	Comments
Governance Green	Governance remained in Green (satisfactory) status: • The bi-weekly Steerco meetings continued through 06/18/2024. • The Project Status Reports (PSR) need to be submitted by the fifth day of the following month.
Time Management Yellow	Time Management changed to Yellow (caution) status: • The Master Project Schedule plan needs more detail to manage and track the work to be done, all in one application. • Release 1/MVP was released into production on 06/24/24! • The Schedule for Release 2 (not available) was delayed significantly due to the DIR prioritizing another Non-delegated IT Project over this project. > This has resulted in an estimated 12-month delay to begin development work for PW/LETF Project Release 2. > This delay is over the 10% threshold and now requires a Special Project Report (SPR) to re-align the key baselines.
Cost & Contract Management Yellow	Cost & Contract Management remained in Yellow (caution) status: • Through the June PSR the IPO Manager observed that the DIR has still not provided monthly nor cumulative expenses for the program SMEs and program management participants. • The IPO Manager observed that the SI for Release 1 was retained after contract expiration due to incomplete Deliverables. The deliverables work was to be at no cost to the state due to the one-year warranty period beginning in July 2024. • The IPO Manager observed that the estimated 12-month schedule delay will impact re-appropriation of FY2024/2025 funds not expended into FY2025/2026. • An SPR is now required and will include the realignment of all costs.
Scope Management Green	Scope Management remained in Green (satisfactory) status: • The Project Team completed ~120 requirements and moved 65 requirements to Release 2. • The Project released the Release 1/MVP into production on 06/24/2024 and met the executive and AB175 (2021) mandate. • The IPO Manager observed that the Project Team is still lacking a Schedule for the future Release 2 effort with no development occurring until the new SI is on-boarded.
Resources Green	Resources remained in Green (satisfactory) status: • The PM had two (2.0) remaining vacancies to fill and was in process to re-recruit due to lack of qualified candidates. • The Project has retained the initial SI vendor to complete the remaining deliverables (Knowledge Transfer, Training, Documentation).
Quality Green	Quality remained in Green (satisfactory) status: • The IPO Manager observed that the IV&V services RFO received no acceptable bids. Then the DIR requested to combine IV&V services for multiple IT projects. The new RFO was released with bids due 09/09/24. • Reference Conditions of Approval in this section, in the Quality Focus Area detail section, and in section Project Approval Letter – Conditions of Approval.
Risk And Issues Yellow	Risks and Issues remained in Yellow (caution) status: • IPO Manager reviewed the partial Risk Register included with the current PSR. This report is incomplete without additional date fields. • Monitoring continued during the Steerco bi-weekly meetings. • The IPO Manager opened one (1) new risk regarding lack of a project schedule for Release 2. • The IPO Manager change one (1) issue back to a risk due to ongoing mitigation effort.
Transition Readiness Green	Transition Readiness remained in Green (satisfactory) status: • The Organizational Change Management (OCM) team was prepared for stakeholder feedback following Release 1 into production. • However, several deliverables were not yet complete for Release 1; the SI vendor was retained to complete the deliverables (Knowledge Transfer, Training, Documentation). • The Implementation Management Plan was provided in May 2024. • The Transition/M&O Management Plan was provided in June 2024.
Conditions For Approval Yellow	Conditions for Approval remained in Yellow (caution) status. The LETF Project has the following Stage 4 approval conditions, one of which was seriously delayed: • 1. IV&V consulting service condition status: The IPO Manager was concerned about delay in the DIR starting solicitation development in the CDT Statewide Technology Procurements (STP) Portal with RFO and SOW artifacts. The DIR will not be able to meet this condition due date. NOTE: Enterprise level RFO was to be released with bids due 09/09/2024. DUE: 09/27/23. • 2. Master Project Schedule condition status: Met but needs details. DUE: 07/31/23. • 3. Submit the project approved Implementation Management Plan and Maintenance and Operations (M&O) Management Plan 90 days prior to release of Release 1 (Minimal Viable Product-MVP). Condition status: NOT MET in March 2024. This condition was met in May and June 2024. DUE: 03/01/2024. • Reference Focus Area Details, section Project Approval Letter.
Corrective Action Green	None.

• Stage 4 Project Readiness and Approval (pdf)
• Stage 3 Solutions Analysis (pdf)
• Stage 2 Alternatives Analysis (pdf)
• Stage 1 Business Analysis (pdf)