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 |
|---|---|
| 08/01/2025 - 08/31/2025 |
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) completion of onboarding activities for external vendors, (2) submission of several SI deliverables and (3) planned Executive Steering Committee (ESC) by next reportion period. |
| Focus Area/Rating | Comments |
|---|---|
| Governance Green
|
Governance remains aligned with the last approved Stage 4 artifacts, documenting key planning & project artifacts. On-boarding of critical external vendors have been completed for this reporting period. Key governance activity planned for next reporting will cover FMS 1st ESC. Oversight recommendation for leadership assistance in 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. In addition, recommendation provided by IPO to include the Secured Network/Cloud build timeline in master schedule to support critical activities prior to system’s initial release. Likewise, IV&V also recommended on improvement in scheduling to address average requirements being processed by SI vendor vs time that could potentially impact the schedule. FMS project team are proactively working and addressing the recommendation via increased in session scheduling and increased in duration per session. |
| 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. The approved Financial Analysis Worksheet (FAW) will be resubmitted as part of Stage 4’s Conditional Approval for FMS, but will most likely not change the overall approved cost. The resubmission 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. |
| Scope Management Green
|
Five draft deliverables by the 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. Two of these draft deliverables for review have been completed ahead of time. |
| Resources Green
|
Resources identified in the approved FAW have been onboarded, which includes Independent Verification & Validation (IV&V), Organization Change Management (OCM), Agile Coach, and SI staffing. State staffing, as well, is clearly identified. These resources are also identified as part of the FMS project team structure. 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
|
Quality assurance and quality control practices are being executed in accordance with the documented approach (i.e., Quality Management Plan). Key quality artifacts have also been identified as part of SI vendor deliverables, including IV&V. Two quality draft deliverables in the area of data conversion and testing have been submitted by SI for FMS team review. Traceability requirements are properly employed as observed by IV&V via requirements tagging between system integrations, S1BA objectives and releases. Several requirements validation & verification were also recommended by IV&V to ensure quality product delivery. FMS project team are proactively working and addressing the recommendations. |
| Risk And Issues Green
|
Risks/issues are being proactively identified, tracked, updated & escalated based on the project’s Risk Management Plan. Two new risks identified by IV&V identified in the area of design sessions have been added for this reporting period. One of these risks has been mitigated. |
| 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 |
| Corrective Action Green
|
No Corrective Action Plan identified. |
Project Approval Documents
20250626 Release-16