Independent Project Oversight Report (IPOR) Rating

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 CEHR Project is rated Satisfactory (GREEN) overall but trending Cautionary (YELLOW) due to misalignment with the project’s milestone schedule for Deliverable D.13 Certification of Delivery (COD). No milestone target date has been set. Project costs are aligned with the approved SPR 3 budget baseline.

Focus Area/Rating	Comments
Governance Green	This focus area is rated Satisfactory (Green). • Project Sponsor role has been filled and is active and engaged in the role to date. • Governance Plan update (v5.0) was submitted for draft review on October 15th, 2026. • Project Status Report (PSR) for October 2026 was submitted timely.
Time Management Yellow	This focus area is rated as Cautionary (Yellow). • Project milestone for COD was not met as per the CDT approved SPR3 baseline (due 10/16/26) and remains within 10% variance level. • Schedule Management Plan (v7.0) is in effect and management practices are being executed in accordance with the documented approach.
Cost & Contract Management Green	This focus area is rated Satisfactory (Green). • Project expenditures align to date with the Financial Analysis Worksheets (FAW) of the approved SPR 3 baseline. • Cost Management Plan (v3.0) is in effect. • Contract Management Plan (v6.0) is in effect. Deliverable reviews follow a defined process and acceptance is formally documented prior to invoices being paid.
Scope Management Yellow	This focus area is rated Cautionary (Yellow) and trending Green. • Scope Management Plan (v6.0) is in effect. • The increasing number of change requests since December 2025 indicate shifting requirements or the need to clarify, add or remove scope. • UAT team is making progress on scope verification (internal check for accuracy and completeness) essential to the COD deliverable.
Resources Green	This focus area is rated Satisfactory (Green). • IT Sponsor has taken an active role in leading M&O support to fulfill critical roles so that CEHR project team members can roll off the project. • Improved availability of Policy and Compliance (P&C) resources has improved UAT closeout and Change Request (CR) progress.
Quality Yellow	This focus area is rated Cautionary (Yellow). • Quality Management Plan (v7.0) is in effect. • Quality Control (QC) has inconsistencies over the life of the project that created QA/QC rework in order to confidently attain COD. Deliverable expectation document (DED) D13 language is being refined to address inconsistencies noted as part of CalVet’s execution certification and closing activities.
Risk And Issues Green	This focus area is Satisfactory (Green). • The Risk/Issue Management Plan (v9.0) draft update was issued for review and feedback on 10/16/26. • Appropriate team members are involved in identifying, analyzing, and mitigating risks and active issues.
Transition Readiness Green	This focus area is rated Satisfactory (Green). • OCM Plan (v5.0) is in effect. • End User/Stakeholder communications are executed appropriately with clear communication. Measures are in place to help End Users transition to the CalVet Help Desk ticketing process.
Conditions For Approval Green	No conditions for approval.
Corrective Action Green	No corrective action plans are required at this time.

• Special Project Report 3 (pdf)
• 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)