Independent Project Oversight Report (IPOR) Rating
-
- Satisfactory, no corrective action necessary.
Green -
- Caution, risks/issues exist. There may be a need for corrective action in the near future.
Yellow -
- Escalated for immediate corrective action. There is a significant risk to the health of the project.
Red -
- Not enough data is available to make a determination about the project health.
Blue -
No Report Available - Indicates that a Report is not available for publishing for the reporting period.
7730-209 Enterprise Data to Revenue 2 (EDR2)
The Franchise Tax Board proposes to implement Phase 2 of their Tax Systems Modernization Plan. Phase 2 transitions Audit, Filing Enforcement, and Underpayment to the Enterprise Data, Case Management and Modeling platform.
Project Details
| Agency / State Entity | Government Operations / Franchise Tax Board |
|---|---|
| Total Cost | $766,091,572 |
| Last Approved Start Date | 07/01/2021 |
| Last Approved Finish Date | 01/02/2026 |
| Criticality Rating | Medium |
| IPOR Reporting Period | Overall IPOR Rating |
|---|---|
| 10/01/2024 - 10/31/2024 |
Green
|
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
|
The overall Health of the project is Green. The project is effectively managing all focus areas and aligns with the baseline project management plans. The Solution Partners (SP) and FTB teams fully collaborate and support the project. |
| Focus Area/Rating | Comments |
|---|---|
Governance Green
|
The Governance teams maintain all recurrent meetings in support of the project and follow the governance best practices. |
| Time Management Green
|
The project schedule is on track and the schedule performance index (SPI) shows no variance. As of October, the overall project completion percentage is 80%. |
| Cost & Contract Management Green
|
Per the October 2024 Project Status Report, the project expenses are within the planned budget and 54.9% of the total project cost has been expended. The Cost Performance Index (CPI) shows no variance. |
| Scope Management Green
|
Milestone completion is on-track. Change Requests (CRs) are effectively managed. |
| Resources Green
|
Roles and Responsibilities are clearly defined, and the number of SP resources continues to be adequate and maintained at full capacity. Project resources demonstrate high level professionalism and appropriate knowledge. Project reporting is adequate and effective. |
| Quality Green
|
The project continues to diligently monitor quality assurance and quality control and to apply best practices to ensure expectations are being met. |
| Risk And Issues Green
|
The Project Management Oversight (PMO) team effectively manages, tracks, and maintains a risk/issue log in Team Foundation Server (TFS). The FTB project team collaborates with the CDT IPO team and meets weekly to discuss the project progress and risks/issues. |
| Transition Readiness Green
|
The transition readiness aligns with the transition plan. Each role identified in the transition plan follows a 9-month progressive knowledge development model: Pre-Crawl, Crawl, Walk, Run, and Transition. |
| Conditions For Approval Green
|
N/A |
| Corrective Action Green
|
No corrective action plans are required at this time. |
20240624.1 - Release-59