Independent Project Oversight Report (IPOR) Rating

Green
- Satisfactory, no corrective action necessary.
Yellow
- Caution, risks/issues exist. There may be a need for corrective action in the near future.
Red
- Escalated for immediate corrective action. There is a significant risk to the health of the project.
Blue
- Not enough data is available to make a determination about the project health.
No Report Available - Indicates that a Report is not available for publishing for the reporting period.

4265-076 Future Disease Surveillance System Project (FDSS)

The CDPH proposes to procure a disease surveillance system to address operational inefficiencies associated with manual processes and lack of access to timely and complete data to perform local and statewide disease surveillance.

Project Details

Agency / State Entity	Health and Human Services / Public Health, Department of
Total Cost	$45,848,096
Last Approved Start Date	04/01/2026
Last Approved Finish Date	09/30/2027
Criticality Rating	Medium

IPOR Reporting Period	Overall IPOR Rating
09/01/2026 - 09/30/2026	Green

Independent Project Oversight Dashboard

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
Green	The project’s overall health is Green but under watch due to the 3‑month schedule delay resulting from unplanned infrastructure and environment availability challenges. • Project is in progress of the project schedule updates and re-baseline to move the Go-Live milestone to July 30, 2027, and the project end date to January 31, 2029. • Project to prepare the impact analysis, revised project schedule, updated product roadmap, and a Special Project Report (SPR). • Dev environment setup was completed on September 25, 2026 and handed over to SI. • Sprint 3 was closed with demo and retrospective ceremonies with kick off of Sprint 4 on September 28, 2026 kickoff development activities.

Project Overall Health

Comments

Green

The project’s overall health is Green but under watch due to the 3‑month schedule delay resulting from unplanned infrastructure and environment availability challenges. • Project is in progress of the project schedule updates and re-baseline to move the Go-Live milestone to July 30, 2027, and the project end date to January 31, 2029. • Project to prepare the impact analysis, revised project schedule, updated product roadmap, and a Special Project Report (SPR). • Dev environment setup was completed on September 25, 2026 and handed over to SI. • Sprint 3 was closed with demo and retrospective ceremonies with kick off of Sprint 4 on September 28, 2026 kickoff development activities.

Focus Area/Rating	Comments
Governance Green	• This focus area is Green as the project is continuing to work through formalizing ESC‑approved schedule changes, including preparing the impact analysis, revised schedule, updated roadmap, and SPR. • The Executive Steering Committee meeting was held on September 24, 2026, including review of approaches to mitigate the 3‑month delay caused by the unplanned environment‑setup activity. • Sprint 3 continued centered on environment setup, and the functional stories were carried forward to Sprint 4. • As active development has not yet begun, the team’s Agile practices and cadence maturity will continue to be assessed as the project progresses.
Time Management Red	• The focus area is Red as there is 3 months environment setup delay to the project schedule and Go-Live. • Project is decided to extend the timeline by 3 months to deliver the planned scope. • Due to the implementation delay Program to plan for a one-time extension for the legacy system support. • Sprint 3 had 45 story points completed of 286 committed story points and remaining user stories carry forwarded to Sprint 4. • Sprint 4 Planning was completed with a planned velocity of 187 story points, including carryover from Sprint 3.
Cost & Contract Management Green	This focus area is Green. Cost: Cost is Green but under watch as it trends toward Yellow, with the project reviewing cost impacts from the 3‑month schedule extension and newly identified license costs. • The project submitted a Fall BCP request for the shortfall funding FY 2028-2029. • The team identified a new software license cost which will increase expenses. • The project is working on a three‑month extension, and the team is reviewing how this will change the overall costs. • The project received $10,000,000 in the May Revision and program is planning to shift some priorities to using some of their other funds to execute FDSS project. • Project expenditure for August 2026, based on actual reported to date, are at 4% of the total approved project cost. Contract: For this period there are no concerns. • Because of the three month extension, the project is reviewing amendment changes for all the contracts.
Scope Management Green	• The focus area is Green as the planned deliverables remain within the approved scope, and delays were due to infrastructure availability rather than changes to scope. • Sprint 3 user stories deferred to later sprints; backlog refined to maintain scope integrity. • SI progressed in OCM planning, data migration and data‑mapping areas; and moved forward with technical preparations including environment setup, data‑migration planning and preparation. • There is no visibility or update yet if the validation stories and tasks have been added to the sprint backlog.
Resources Green	• The focus area remains Green but under watch as it is trending toward Yellow, based on the observations and an identified agile process gaps. • Sprint 3 retrospective on Sep 29, 2026 was the team’s second ceremony, and the retro feedback process on the CDPH side appeared longer than expected, resulting in no clear conclusion possibly due to a lack of training and clarity in the process, as well as the need for the Scrum Master to better guide the team through the process. • Project Director’s involvement in multiple CDPH strategic initiatives may limit availability, potentially impacting project oversight and decision turnaround. Additionally, recent sessions noted the PD’s absence, and PD’s participation—when feasible—may further support team‑readiness activities and alignment on process improvements.
Quality Blue	• This focus area is Blue as the Coding has not started, hence there is not enough data available to assess quality health.
Risk And Issues Green	• The focus area status Green under watch as it could be trending Yellow due to the three‑month delay from infrastructure challenges and potential downstream impacts that may arise if environment stability issues recur. • Sprint 3 retrospective highlighted training and facilitation gaps. • Funding constraints may create future risks depending on SPR outcomes. • The ongoing unplanned environment setup activities mitigation and action items continue. The impact analysis is in progress.
Transition Readiness Green	• The focus area is Green as OCM work continues as per plan with no delays affecting stakeholder readiness, communications, or training preparation. • SI delivered Readiness Survey Logic Model on September 9, 2026. • SI continued development in collab with CDPH of OCM Guide, Communications Matrix, readiness surveys, and training materials, Stakeholder assessment and Training Plan outline progressing. • LHJ Change Champions and weekly OCM meetings ongoing. • Further defining the phased roll‑out and pilot approach progressing in collaboration with CDPH. • Baseline Readiness and Training Needs Surveys developed and submitted to CDPH for review; Initial Stakeholder Assessment template drafted. • SI drafted Training Plan structure and approach as per CDPH’s OCM Toolkit materials.
Conditions For Approval Green	• There were no conditions for S4 approval.
Corrective Action Yellow	• This area is Yellow as there are corrective actions identified for this reporting period due to the 17+% variance and 3-month schedule extension.

Project Approval Documents