Independent Project Oversight Report (IPOR) Rating
-
- Satisfactory, no corrective action necessary.
Green -
- Caution, risks/issues exist. There may be a need for corrective action in the near future.
Yellow -
- Escalated for immediate corrective action. There is a significant risk to the health of the project.
Red -
- Not enough data is available to make a determination about the project health.
Blue -
No Report Available - Indicates that a Report is not available for publishing for the reporting period.
5180-213 Facility Management System (FMS)
The California Department of Social Services proposes to leverage a new licensing system to meet the business needs of the other licensing programs, providing an integrated system that ensures full licensing functionality.
Project Details
| Agency / State Entity | Health and Human Services / Social Services, Department of |
|---|---|
| Total Cost | $59,622,221 |
| Last Approved Start Date | 06/06/2025 |
| Last Approved Finish Date | 06/30/2027 |
| Criticality Rating | Medium |
| IPOR Reporting Period | Overall IPOR Rating |
|---|---|
| 09/01/2025 - 09/30/2025 |
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
|
The Project Overall Health rating is Green. Fulfillment of implementation activities is progressing as scheduled which includes (1) submission of several SI deliverables (2) planned Executive Steering Committee (ESC) by next reporting period, (3) continuation of discovery sessions. |
| Focus Area/Rating | Comments |
|---|---|
| Governance Green
|
Governance remains aligned with the last approved Stage 4 artifacts, documenting key planning & project artifacts. Key governance activity planned for next reporting will cover FMS 1st ESC. Review and approval of various draft system integrator (SI) deliverables are in progress for approval by the project, including additional planned deliverables for interface, security, recovery, readiness, transition, training & maintenance & operation are in progress by next reporting period. Oversight recommendation for leadership assistance remains in place to support decision making process for critical Secured/Network Cloud set-up options that FMS is targeting by October 2025. |
| Time Management Green
|
Project is progressing as scheduled after issuance of S4PRA approval. Key activities completed for this reporting covers onboarding completion for IV&V, OCM, and Agile Coaching. In addition, draft submission for various project management (PM) plans design, development and implementation (DD&I) schedule, solution architecture documents, data conversion and test plans have been submitted by SI vendor for review to FMS team. Improvement observed in schedule maintenance from last reporting period to address average requirements being processed by SI vendor vs time that could potentially impact the schedule. Increased average requirements for Release 1 Discovery Session scheduling have been observed. FMS is reporting 2% overall project completion while Release 1 is at 5%. Recommendation provided by IPO remains in place to include the Secured Network/Cloud build timeline in master schedule to support critical activities prior to system’s initial release. |
| Cost & Contract Management Green
|
Project cost usage is within the approved cost baseline. Cost-to-date usage at 20% expended from planning activities. Cost Management Plan is being adopted to track and manage costs. Updated Financial Analysis Worksheet (FAW) has been resubmitted as part of Stage 4’s Conditional Approval for FMS. This financial artifact is currently in-review by the CDT and DOF and is needed to identify recently used full-time equivalent planning positions. Contract management is in place with the employment of key contract tracking mechanisms such as the Deliverable Expectation Document (DED) and the Deliverable Acceptance Document (DAD) for key contract services: Several DEDs issued in the area of PM planning, DD&I schedule, solution architecture, data conversion plan, test plan, OCM and IV&V. Over-all external contract cost planned for this project is $30.6M with a reported 4% actual contract cost usage to date. |
| Scope Management Green
|
Five draft deliverables by the system integrator (SI) vendor in the area project management planning, DD&I schedule, solution architecture documentation, data conversion and test plans have been completed by the vendor for review by FMS team. Three of these draft deliverables (pm planning, schedule and solution architecture) are reporting 50% average completion acceptance by the project. At least nine more deliverables are expected to be submitted by the SI vendor for next reporting period. 526 requirements have been identified for Release 1. Cumulative summary progress to date: * Number of identified requirements: 526 * Planned for Discussion: 415 * Discussed (Actual): 473 * Discussed & Ready for Design (Actual): 411 (87%) |
| Resources Green
|
Key external consulting and professional services identified for FMS in the area of system integration, Independent Verification & Validation (IV&V ) reporting, Organization Change Management (OCM) fulfillment, and Agile Coaching are all in position to provide active execution activities. State staffing resources are also identified as part of the FMS project team structure. One IT position is still active recruitment to provide project support activities. Secured network cloud and hosting set-up between CDT and CDSS are also in-progress for completion prior to full connection by SI vendor. |
| Quality Green
|
Trending Yellow pending resolution of initial submission of SI deliverables plans which requires improvement to meet quality standards. Risks identified by IV&V in the area of design sessions have been closed. Two quality draft deliverables in the area of data conversion and testing have been submitted by SI for FMS team review. Employment of requirements traceability process is properly employed via formal signed-off between business program sponsor and SI vendor prior to commencing Release 1 design and build. |
| Risk And Issues Green
|
Two risks previously identified by IV&V in the area of design sessions have been closed for this reporting period. Regular risk and issue meeting will most likely start by next reporting period. |
| Transition Readiness Green
|
Transition readiness is clearly identified as part of the SI vendor key deliverables, including state staffing requirements dependency. These are also identified in FMS transition artifacts as part of the Requirements Backlog baseline. Several draft DEDs have been planned for submission by SI vendor by October 2025. Additionally, OCM deliverables have also been added to support this area. |
| Conditions For Approval Green
|
Update the Planning Costs section of the Financial Analysis Worksheet to reflect actual Full-Time Equivalent positions through FY 2024-25 by September 1, 2025, or earlier. Status: In-progress Draft FAW submitted for review for this reporting period. |
| Corrective Action Green
|
No Corrective Action Plan identified. |
20250626 Release-16