7100-222 EDDNext: Integrated Claims Management System / Integrated Data Management (ICMS/IDM)

The Employment Development Department (EDD) proposes to modernize the EDD’s benefit systems (Unemployment Insurance, Disability Insurance, and Paid Family Leave) by implementing a single, integrated benefit system that provides customers with a consistent, single portal into EDD’s services, and that lowers the cost to maintain via more agile and responsive solution for deployment of enhancements. The CDT and the EDDNext team have jointly determined that the EDDNext modernization BCP contains three non-delegated IT projects: - EDDNext Project (data platform, UI/DI legacy system replacement, OCR solution, et al.) aka as the “core EDDNext Project” - The Shared Portal Enhancement Project (considered to be a “non-core” EDDNext effort). - The Employer Portal Update Project (considered to be a “non-core” EDDNext effort). The EDDNext Project is required to go through all four stages of project approval lifecycle planning with the CDT. The Shared Customer Portal Enhancement is a delegated project. The Employer Portal Update is a candidate for delegation back to the EDD following receipt of corresponding S1BA’s and PDR submissions.

Project Details

IPOR Reporting Period	Overall IPOR Rating
05/01/2026 - 05/31/2026	Green

Independent Project Oversight Dashboard

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

o The ICMS Project appears to be following the EDD Portfolio Governance Management Plan; the IPO Manager observed no decision made in May 2026, which appears to pose a significant risk to the project. o The ICMS Project team made updates to the Cost and Contract Management Plan that respond to the IPO Manager's recommendation. o The IPO Manager provided observations, risks, and recommendations on key project artifacts and will work with the ICMS Project to update those plans. o The IPO Manager reviewed Risk #162 and observed that delays and schedule extensions in other EDDNext workstreams, particularly DMS, may significantly impact ICMS resource availability and schedule assumptions, potentially affecting future project milestones.

Focus Area/Rating	Comments
Governance Green	o The ICMS Project appears to be following the EDD Portfolio Governance Management Plan. o The IPO Manager reviewed the decision log for May 2026. It appears that the decisions made in May do not pose a significant risk to the project.
Time Management Yellow	o A resource-loaded, critical-path validated, and baselined "Final" project schedule was delivered to the IPO Manager on June 5, 2026, four (4) weeks after the PAL Stage 4 conditional approval date. o The IPO Manager will now conduct a detailed review of the final project schedule and report the findings in the next IPOR.
Cost & Contract Management Green	o Procurement and Contract Management could be strengthened. A more detailed review of contract management practices will be conducted during the July 2026 reporting period. o The Project has expended approximately $59.8 million of its $578.5 million approved budget, representing a cumulative burn rate of approximately 10 percent. At this time, the IPO Manager has not identified any significant cost management concerns.
Scope Management Green	o The IPO Manager observed that fit-gap analysis was deferred until the design and Sprint phases, increasing the risk of requirements gaps, rework, change requests, schedule delays, and additional costs if significant solution gaps are identified after requirements validation. The IPO Manager will continue to monitor this concern during the design sessions. o There are opportunities to strengthen requirements readiness criteria, traceability maintenance, and quality validation processes to support effective requirements management and reduce downstream project risk.
Resources Yellow	o The IPO Manager observed that the ICMS Project's resource availability assumptions may be affected by ongoing DMS schedule and scope changes, creating uncertainty in resource planning and increasing the risk to ICMS schedule forecasts and future project milestones until DMS re-planning activities are finalized.
Quality Blue	o Not applicable at this stage of the project. The ICMS Project is currently focused on initiation, planning, and requirements validation activities and has not yet produced execution-phase deliverables suitable for delivery quality assessment.
Risk And Issues Green	o The IPO Manager observed that the ICMS Project Team is actively managing project risks and issues through regular reviews, ongoing monitoring, and timely documentation to support effective project oversight and decision-making.
Transition Readiness Green	o The IPO Manager has no significant transition-related observations during the reporting period, as the ICMS Project Team is currently focused on design and solution development activities. Transition readiness will be assessed as the project advances toward implementation.
Conditions For Approval Yellow	o The Project did not meet the S4PRA condition requiring submission of an Integrated Project Master Schedule (IPMS) with a validated critical path within 90 days of approval. o The IPMS was submitted on June 5, 2026, approximately four weeks after the required May 8, 2026, deadline.
Corrective Action Blue	Comments about Corrective Action Plan Items •N/A

20250626 Release-16