Key Questions

Is the project on track to satisfy the customer's business objectives?No

Is the project on track to achieve the objectives in the approved timeframe?No

Is the project on track to achieve the objectives within the approved budget?No

Project Overall Health	Comments
Red	The Project has several focus areas in Red (Escalated). As a result, the risk to the overall Project Health remains Red (Escalated) status (17 months). The Project submitted a Special Project Report #2 (SPR #2) to address baseline deviations in the schedule, cost, and scope, and to capture lessons learned. The SPR #2 is currently under CDT review.

Focus Area/Rating	Comments
Governance Red	This focus area is Red (Escalated) status. • The Project completed implementation on October 17, 2024, without finalized and approved Project Management Plans for transition management and maintenance and operations. • The IPO Manager notes that communication remains siloed between the Contract Management Team, Project Management Office, and Program Staff.
Time Management Red	This focus area is Red (Escalated) status. • The Project implemented on October 17th, 2024, which is in alignment with the most recent SPR #2 schedule and allowed one month of system stabilization and vendor turnover activities to be completed.
Cost & Contract Management Red	The Cost and Contract Management focus is Red (Escalated) with unaddressed Work Order Authorization changes, Contract misalignment, and cost baseline deviations in excess of 18%. • The IPO Manager notes that Phase 4 MVP scope and contract alignment (amendment) remains incomplete for the IPOR reporting period. • The IPO Manager has observed delays in several State deliverable reviews which has impacted vendor payment. The IPO Manager reminds the Project to do due diligence in completing reviews within the contract timelines or have the Contract Manager request an extension for the review duration to the vendor.
Scope Management Red	This focus area is Red (Escalated) status. • Formal detailed documentation of Project requirements being transitioned to M&O, and their associated financial impact, continues to be pending. • The Project developed and implemented without Independent Verification and Validation (IV&V) services.
Resources Yellow	This focus is Yellow (cautionary) status. • The IPO Manager observed adequate participation in Go-Live ceremonies from vendor staff, program staff, and PMO staff. • The IPO Manager continues to have concerns with resource allocations for the M&O team, pursuant to the Fiscal Analysis Worksheets (FAWs) projections, given the abundance of activities being transferred and lack of staff augmentation contract planning/execution.
Quality Red	This focus area is Red (escalated) status. • The IPO Manager notes that many of the IV&V recommendations provided and socialized in February remain unaddressed. The IPO Manager recommends all IV&V recommendations and findings be discussed and addressed as applicable during the M&O duration. • The IPO Manager reviewed the M&O Plan and recommends the Project revisiting the California Project Management Framework (CA-PMF) (as previously provided by the IT PMO) for additional areas which are important for an M&O Plan, and update accordingly.
Risk And Issues Red	This focus area is Red (Escalated) status. • The IPO Manager recommended reviewing the Risk and Issue log with the M&O Project team to determine applicability to the remaining development necessary for post implementation. However, the Project closed all risks except Risk #58, Delays in Contract Amendment and Risk #60, Security Findings. The IPO Manager recommends the M&O team review the previous Risk and Issue log for potential pre-mature closures.
Transition Readiness Yellow	This focus area remains in Yellow (cautionary) status. • The Project reported that the Program has been completing Organization Change Management (OCM) activities. However, the IPO Manager never received the requested documentation to support OCM services/activities provided or an updated and approved OCM Plan. • The vendor completed Knowledge Transfer activities with the M&O team as scheduled.
Conditions For Approval Green	None currently.
Corrective Action Yellow	There are currently no formal corrective action plans, however the Project has triggered the need for a SPR. The IPO Manager is aware that the department Agency is closely engaged with the Project for awareness of current Project business decisions and impacts.

• Special Project Report 1 (pdf)
• Stage 4 Project Readiness and Approval (pdf)
• Stage 3 Part B Solution Development (pdf)
• Stage 3 Part A Solution Development (pdf)
• Stage 2 Alternative Analysis (pdf)
• Stage 1 Business Analysis (pdf)