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, the project is in alignment with the project’s schedule and costs to the approved SPR 3 timeline and budget baselines.

Focus Area/Rating	Comments
Governance Red	This focus area is rated Escalated for Immediate Corrective Action (Red). • Governance Plan update (v5.0) to align Roles and Responsibilities to current leadership practices has had no forward movement for months. Assigned roles and responsibilities remain inconsistent with Governance Plan (v4.0) plan in effect. • Project Status Report (PSR) for August and September 2026 were submitted late (September 12, 2026).
Time Management Green	This focus area is rated as Satisfactory (Green). • Project end date is “On Schedule” per the CDT approved SPR3 baseline for Certificate of Delivery. • 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). • 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. • Scope verification (internal check for accuracy and completeness) has been inconsistent over the life of the project impacting Scope validation (formal, external approval that deliverables and business needs have been met) essential to the Certificate of Delivery deliverable.
Resources Yellow	This focus area is rated Cautionary (Yellow). • The transition to M&O support has revealed an increased need for IT support staff to fulfill critical roles currently provided by CEHR project team members. • Availability of Policy and Compliance (P&C) resources has hindered UAT closeout and Change Request (CR) progress impacting CEHR adoption across Homes.
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 Certificate of Delivery. CEHR Testing team continues to catch up on Quality Planning documentation standards to establish a framework for QA/QC in M&O moving forward.
Risk And Issues Green	This focus area is Satisfactory (Green). • An updated Risk/Issue Management Plan (v8.0) remains in progress. • 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 that all issues and requests must now 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)