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.

7100-237 Document Management System (DMS)

The EDD has analyzed a variety of existing software solutions used for its existing imaging, data capture, electronic file submissions, document storage, and retrieval services infrastructure. The proposed vendor solutions must provide the capability to develop processes that are streamlined, scalable, and flexible for variable workloads. The solution features should support the deployment of new configurable, scalable, and robust software for imaging paper and electronic submissions as well as efficiently process defined business workflows. The DMS project will provide foundational capabilities necessary to support EDD modernization and GovOps Strike team recommendations.

Project Details

Agency / State Entity	Labor and Workforce Development / Employment Development Department
Total Cost	$97,601,364
Last Approved Start Date	06/17/2024
Last Approved Finish Date	01/21/2027
Criticality Rating	Medium

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

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?No

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

Project Overall Health	Comments
Yellow	The overall project status is Yellow for the following reasons: 1) On August 27, 2026, the SPR #1 Package was updated and resubmitted to CDT. 2) The costs included in the Special Project Report (SPR) #1 were reviewed by the CDT-Procurement team and EDD Controllers Office. Negotiations were initiated between the CDT procurement team and the System Integrator. 3) SPR#1 and the contract amendment are scheduled to be approved in October 2026.

Project Overall Health

Comments

Yellow

The overall project status is Yellow for the following reasons: 1) On August 27, 2026, the SPR #1 Package was updated and resubmitted to CDT. 2) The costs included in the Special Project Report (SPR) #1 were reviewed by the CDT-Procurement team and EDD Controllers Office. Negotiations were initiated between the CDT procurement team and the System Integrator. 3) SPR#1 and the contract amendment are scheduled to be approved in October 2026.

Focus Area/Rating	Comments
Governance Green	The DMS project team appears to be following the processes outlined in the Governance Management Plan.
Time Management Green	o The Project Schedule was analyzed using an industry-standard assessment tool and found to have three (3) deficiencies such as negative lag, high total float, and missing work or costs which could impact the integrity of the schedule. The project team should correct or explain. o The Project Team should conduct frequent schedule simulations, leveraging best-case, worst-case, and most-likely forecasts when schedule uncertainty exists.
Cost & Contract Management Yellow	o A cost variance of $5.4 million exists between the approved baseline budget of $97.6 million and the September 2026 Project Status Report (PSR), which reports a total project budget of $103 Million. This variance should be corrected once the SPR#1 is approved in October 2026. o On Aug 27, 2026, the DMS project team submitted an updated Special Project Report (SPR)#1 package with CR#6 Cost Worksheet and Financial Analysis Worksheets (FAW’s), to justify the budget increase.
Scope Management Yellow	o The IPO Manager and CDT Procurement team met with the EDD Controllers Office and reviewed the tasks listed in Change Request (CR)#4 and CR#6. The information was used for negotiations with the System Integrator. o The additional scope is required by the project team to fully transition from the legacy system. The EDD Executive Management approved the change requests that supported the SPR #1 scope.
Resources Green	o The project team appears to be following the processes outlined in the Schedule Management plan.
Quality Green	o The DMS technical team has made progress towards reviewing test script executions for the Maintenance and Operations defects. The team has stated that they will do similar documented reviews for other testing iterations. The IPO Manager has requested the DMS SPOC to provide a timeline for the additional reviews.
Risk And Issues Green	o The project team appears to be following the processes outlined in the Risk and Issue Management plan.
Transition Readiness Green	o The System Integrator has created a technical knowledge transfer plan. The technical team shared a detailed list of 35 plus knowledge transfer sessions which are being scheduled over the next few months. o) According to the DMS technical team, the knowledge transfer sessions are going well, and the technical team members are learning the processes and actively participating in code and configuration reviews. Two knowledge transfer sessions were held in September 2026.
Conditions For Approval Green	All conditions for PAL Stage Gate approvals have been met.
Corrective Action Green	Comments about Corrective Action Plan Items • N/A

Project Approval Documents