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 continued to be Green (satisfactory) based on observations in all focus areas. The project cost and scope remained on track in the October reporting period. The CTC-VIS team continued their work on phase 2 delivery while the System Integrator (SI) contract (Ref: 22IT-MSCD003) amendment for realignment of the software licensing cost ensuring vendor payments are made as per the executed (amended) contract is currently on hold due to staffing issues in the CARB Information Technology Procurement, Contract, and Reporting (ITPCR) section. The project followed the documented Change Control Management Plan for introducing a new Change Request (CR-7) for adding “Heavy Duty Vehicle Inspection and Maintenance Tester Exam Certification” functionality to CTC-VIS. The IV&V contract was awarded in October, the consultants will likely be on board in the first week of November 2024.

Focus Area/Rating	Comments
Governance Green	This focus area remained Green (satisfactory) as decisions are being made timely and at the right levels.
Time Management Green	This focus area remained Green (satisfactory) as the project is on track to meet sprint timelines for phase 2. • The phase 2 Sprint 2 is in-progress scheduled to end on November 8, followed by Sprint 3 Planning, on November 11. • The Project Schedule will be updated with activities from the approved CR-7. • The AWS non prod transition build out is complete but validation activities are still in progress.
Cost & Contract Management Yellow	This focus area remained in Yellow (caution, risks/issues exist) as there is a possibility of the IV&V onboarding in November. • The new Change Request (CR-7) is utilizing funds from the project’s Unanticipated Tasks (UT) budget. • The project is falling behind in WOA approval due to staffing constraints in the ITPCR section. • The System Integrator (SI) contract (22IT-MSCD003) amendment for the AWS transfer from vendor cloud to the CDT cloud has halted due to the staffing constraints in CARB ITPCR section. • The IPO Manager recommended the project to ensure Work Order Authorizations (WOAs), Work Acceptance Documents (WADs), and the resulting invoice payments are all lined up with the executed amended contract.
Scope Management Green	This focus area remained Green (satisfactory) as the Cross-discipline (i.e. Scrum) teams are established to plan and manage phase 2 sprint workload. • The project initiated a Change Request (CR-7) for a new major release in Spring 2025 with additional tasks running in parallel to phase 2 activities. • The CR-7 established a detailed Deliverable Acceptance Criteria that includes analysis, requirement traceability, defect management, security assessment, release readiness, and release notes. • The CR-7 user stories are backward traceable to the project objectives in Planning (PAL 2 and 3 stages) and forward traceable to solution implementation stories and test cases. • The project has sprint retrospective sessions conducted collectively with multiple scrum teams for sharing best practices and lessons learned items.
Resources Green	This focus area remained Green (satisfactory) because there are no resource constraints in Project Management or IT resources. • The IV&V consultants will likely come onboard in the first week of November. • The resource requirement for CR-7 is currently at seven (7) additional resources from the SI that may change at final analysis of the CR. • The number of program staff required for CR-7 will be finalized after the impact analysis is completed. • The IPO Manager recommended updating the CR-7 document with the number of program staff required for the CR. • The ITPCR section added a part-time resource to help manage the workload. • The IPO Manager will continue to track CTC-VIS phase 2 and CR-7 contract management activities are not impacted by the ITPCR section staffing issues.
Quality Green	This focus area remained in Green (satisfactory) as the team continued to follow industry level best practices for development and testing. • The project employs good test and defect management processes in all sprints with high test pass/low defect rates. • The IPO Manager recommended creating a repository of defect resolutions that can be referred to when the state IT staff takes over M&O. • The IPO Manager recommended CARB to perform root cause analysis to identify the delay in onboarding IV&V consultants and implement corrective actions to avoid a similar situation in the future.
Risk And Issues Green	This focus area remained in Green (satisfactory) as the project risks and issues are tracked and monitored well. • The project opened Risk #46 for ITPCR staffing issues that may impact timely processing of CTC-VIS project contract management activities. • The IPO Manager recommended updating the risk summary with workload analysis details explaining the number of resources required versus assigned to the ITPCR section. • The project has integrated risk management and risk responses into daily activities. Risk owners are responding timely to the risk initiation.
Transition Readiness Green	This focus area remained in Green (satisfactory) as the program outreach and support activities continued to be effective in raising awareness of the SB210 regulation to bring fleets into the reporting system. • CARB continued with their robust outreach plan for educating truckers with the SB 210 requirements with a goal to raise awareness of the approved regulation to bring fleets into the reporting system and inform them of testing/reporting. • By the end of October, the outreach activities had resulted in over 700,000 vehicles registered in the CTC-VIS database, and generated revenue over $ 32.7 million from fees collection. • The IPO Manager continued to recommend starting the Knowledge Transfer (KT) activities early in the project by allowing CARB IT staff to job-shadow the vendor staff.
Conditions For Approval Green	This focus area remained Green (satisfactory) as the project reported plans are in progress for the migration of CARB Security Operations Center (SOC) to the CDT’s Security Operations Center as a Service (SoCaaS) by June 30, 2025. • The IPO Manager notes the requirement to migrate CARB SOC to the CDT SoCaaS was a condition attached to the CTC-VIS California Cloud Services Assessment (CCSA) approval. Therefore, for the purpose of tracking, this item will remain on the CTC-VIS project
Corrective Action Green	• There are no corrective action plan items.

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