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	Project Overall Health remained in Green (satisfactory) status: • Overall, the project is sustaining itself with ongoing M&O activities and addressing continuing defects with ServiceNow expertise until the new SI is on-boarded.

Focus Area/Rating	Comments
Governance Yellow	Governance is Yellow (Caution) status: • The Project Management Plan is outdated and no longer reflects current project activities, timelines, or governance structures. This misalignment poses a risk to effective oversight and informed decision-making. • The Communication Management Plan is outdated and missing current team details, stand-up meetings, and release communication protocols. Oversight recommends updating the plan and establishing regular reviews to keep it aligned with project operations.
Time Management Green	Time Management remained in Green (satisfactory) status: • The scheduled project end date remained October 30, 2026, pending solicitation results. • The IPO Manager observed a risk to the Phase 2 procurement timelines.
Cost & Contract Management Yellow	Cost & Contract Management is Yellow (Caution) status: • Due to potential delays in the Phase 2 procurement, approved funds must be allocated to a new System Integrator (SI) by March 2026, ahead of the fiscal year ending June 30, 2026. CDT is working with the Department of Finance and DIR project team to address the budget risk if the procurement is not completed in time. • The IPO Manager has identified a critical procurement risk to Phase 2 of the project due to delays in onboarding the new System Integrator (SI), now anticipated in Q1 2026 instead of the originally planned November 2025. With the incumbent Maintenance & Operations (M&O) contractor’s agreement ending in March 2026, the compressed transition window increases the risk of inadequate knowledge transfer, system instability, and disruption to service continuity, underscoring the need for timely mitigation planning.
Scope Management Green	Scope Management remained in Green (satisfactory) status: • This focus area was not addressed this period since the project is in M&O.
Resources Green	Resources remained in Green (satisfactory) status: • Resources remained in Green (satisfactory) status. The IPO Manager is still awaiting a response on DIR approval to recruit a new contract manager. • The RFP solicitation for the Release 2 System Integrator (SI) has moved to OSTP, but limited staffing at OSTP may delay RFP finalization and release. This could impact on the procurement timeline and compress the transition window before the incumbent M&O vendor's contract ends in March 2026.
Quality Green	Quality remained in Green (satisfactory) status: • The IPO Manager reviewed the IV&V Activity and Task reports for August 2025. Reference the IV&V report summary in the Quality Focus Area regarding Findings, Risks, and Action Items. • The IPO Manager observed that the Configuration Plan lacks a clearly defined versioning strategy, which may hinder effective configuration management and traceability throughout the system lifecycle. Specifically, the plan does not establish a formal versioning or naming convention to distinguish between baseline and subsequent versions of configuration items. Additionally, it lacks a standardized Configuration Item (CI) identification scheme, such as a CI-ID version format that would enable consistent tracking and management of individual system components. The absence of these foundational elements increases the risk of miscommunication, configuration errors, and challenges during audits, change control, and integration activities. Addressing these deficiencies is critical to ensuring robust configuration, governance and system integrity.
Risk And Issues Green	Risks and Issues remained in Green (satisfactory) status: • There is a high risk that the delayed onboarding of the new System Integrator (SI) vendor, originally planned for November 2025 and now projected for Q1 of 2026, will adversely affect the Phase 2 system transition. The incumbent Maintenance and Operations (M&O) contractor's contract is set to expire in March 2026, leaving a significantly compressed timeframe for onboarding, knowledge transfer, and system transition activities. If the new SI vendor is not fully onboarded and ramped up in time, there may be insufficient overlap to ensure a seamless transition. This could lead to major challenges including inadequate system handoff, loss of institutional knowledge, service continuity risks, and potential schedule and cost overruns.
Transition Readiness Green	Transition Readiness remained in Green (satisfactory) status: • This focus area was not addressed during this period.
Conditions For Approval Green	Complete.
Corrective Action Green	None.

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