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.

4265-076 Future Disease Surveillance System Project (FDSS)

The CDPH proposes to procure a disease surveillance system to address operational inefficiencies associated with manual processes and lack of access to timely and complete data to perform local and statewide disease surveillance.

Project Details

Agency / State Entity	Health and Human Services / Public Health, Department of
Total Cost	$45,848,096
Last Approved Start Date	04/01/2026
Last Approved Finish Date	09/30/2027
Criticality Rating	Medium

IPOR Reporting Period	Overall IPOR Rating
08/01/2026 - 08/31/2026	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?No

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

Project Overall Health	Comments
Green	The project’s overall health is Green, as the project makes progress in the activities. • SI progressed OCM planning and data‑mapping work, and progressed technical activities including environment preparation, data‑migration planning, preparation, and validation. • Sprint 2 progressed with focus on infrastructure user stories for environment setup and functional user stories were carry forwarded. • Sprint 3 kicked off as per plan on August 31, 2026 with continued priority of Dev environment setup with revised completion date of September 9, 2026.

Project Overall Health

Comments

Green

The project’s overall health is Green, as the project makes progress in the activities. • SI progressed OCM planning and data‑mapping work, and progressed technical activities including environment preparation, data‑migration planning, preparation, and validation. • Sprint 2 progressed with focus on infrastructure user stories for environment setup and functional user stories were carry forwarded. • Sprint 3 kicked off as per plan on August 31, 2026 with continued priority of Dev environment setup with revised completion date of September 9, 2026.

Focus Area/Rating	Comments
Governance Green	• This focus area is Green due to the continued engagement of Project Sponsors, the Business and Technology teams with SI. • The second Executive Steering Committee meeting was held on August 27, 2026, including review of approaches to mitigate the 3‑month delay caused by the unplanned environment‑setup activity. • Sprint 2 continued centered on environment setup, and delays and challenges in that work led to the functional stories being carried forward to Sprint 3. • Environment setup, an unplanned task, is being coordinated through a separate cross‑team stand‑up. • The daily scrum meetings are supported with scrum board to track the progress. Sprint 1 & 2 retrospective scheduled for September 1,2026. • Project execution continues as per Agile governance plan, including Scrum ceremonies, backlog refinement, and Steering Committee activities. Monthly cadence is established for Risk, Issue, and Decision Review Committee meetings. • As active development has not yet begun, the team’s Agile practices and cadence maturity will continue to be assessed as the project progresses.
Time Management Red	• The focus area is Red as there is a 3-month environment setup delay to the project schedule and Go-Live. • Project is assessing the 3‑month delay impact with CDPH leadership reviewing two mitigation options: 1) de‑scope the MVP to preserve schedule or 2) extend the timeline to deliver the planned scope. • Sprint 2 36 story points completed of 226 planned story points and remaining functional user stories carry forwarded to Sprint 3. • Sprint 3 kicked off on August 31, 2026 as planned.
Cost & Contract Management Green	This focus area is Green. Cost: • For this period there are no expenditure concerns. • Project expenditure for August 2026, based on actual reported to date, are at 3% of the total approved project cost. • The project received $10,000,000 in the May Revision and program is planning to shift some priorities to using some of their other funds to execute FDSS project. Contract: For this period there are no concerns. • Contract amendment is in-progress with no cost or schedule impact following CDT’s approval of the Unified Platform Approach. The update replaces the requirement for hosting in a state data center using TMS Basic with hosting in the CDPH Hybrid Environment.
Scope Management Green	• The focus area is Green with active involvement of program and business with SI. • Training environment setup completed on August 14, 2026, delivering 334 requirements up as EpiTrax platform base for program validations. • SI advanced functional readiness activities; progressed OCM planning and data‑mapping work; and moved forward with technical preparations including environment setup, data‑migration planning, preparation, and early validation tasks. • SI delivered the planned 9 deliverables in the reporting period.
Resources Green	• The focus area is Green, based on the availability of the key resources needed at this stage of the project.
Quality Blue	• This focus area is Blue as the Coding has not started, hence there is not enough data available to assess quality health.
Risk And Issues Green	• The focus area status remains Green as the project continues to monitor risks and issues and leaderships are involved closely. • The ongoing unplanned environment setup activities mitigation and action items continue. Environment setup is a critical milestone delaying development kickoff. The impact analysis and mitigation planning are in progress.
Transition Readiness Green	• The focus area is Green as transition readiness is identified as part of the SI vendor key deliverables and SI has weekly cadence setup. • Baseline Readiness and Training Needs Surveys developed and submitted to CDPH for review; Initial Stakeholder Assessment template drafted. • SI drafted Training Plan structure and approach as per CDPH’s OCM Toolkit materials. • Communications Matrix progressing in collaboration with CDPH.
Conditions For Approval Green	• There were no conditions for S4 approval.
Corrective Action Green	• This area is Green as there are no corrective actions identified for this reporting period.

Project Approval Documents