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.

7100-237 Document Management System (DMS)

The EDD has analyzed a variety of existing software solutions used for its existing imaging, data capture, electronic file submissions, document storage, and retrieval services infrastructure. The proposed vendor solutions must provide the capability to develop processes that are streamlined, scalable, and flexible for variable workloads. The solution features should support the deployment of new configurable, scalable, and robust software for imaging paper and electronic submissions as well as efficiently process defined business workflows. The DMS project will provide foundational capabilities necessary to support EDD modernization and GovOps Strike team recommendations.

Project Details

Agency / State Entity	Labor and Workforce Development / Employment Development Department
Total Cost	$97,601,364
Last Approved Start Date	06/17/2024
Last Approved Finish Date	01/21/2027
Criticality Rating	Medium

IPOR Reporting Period	Overall IPOR Rating
07/01/2026 - 07/31/2026	Yellow

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
Yellow	The overall project status is Yellow for the following reasons: 1) As of July 31, the Change Request (CR) #6 remains under review. The work associated with CR #6 cannot be initiated until the CR #6 is approved and the contract amendment is finalized. 2) The Special Project Report (SPR) #1 has not been completed. The contract amendment cannot be finalized until the SPR is approved. 3) Release of funds for CR #4 and CR #6 are dependent on the approval of the SPR and the contract amendment. The project could be delayed, if the funds are not available to initiate the development of the new requirements.

Project Overall Health

Comments

Yellow

The overall project status is Yellow for the following reasons: 1) As of July 31, the Change Request (CR) #6 remains under review. The work associated with CR #6 cannot be initiated until the CR #6 is approved and the contract amendment is finalized. 2) The Special Project Report (SPR) #1 has not been completed. The contract amendment cannot be finalized until the SPR is approved. 3) Release of funds for CR #4 and CR #6 are dependent on the approval of the SPR and the contract amendment. The project could be delayed, if the funds are not available to initiate the development of the new requirements.

Focus Area/Rating	Comments
Governance Green	The DMS project team appears to be following the processes outlined in the Governance Management Plan.
Time Management Yellow	o There is a risk that additional funding may not be in place when needed to support the System Integrator’s Release 4 development activities. o The Project Schedule was analyzed using an industry-standard assessment tool and found to have several deficiencies such as negative lag and high total float which could impact the integrity of the schedule. o The Project Team should conduct frequent schedule simulations, leveraging best-case, worst-case, and most-likely forecasts when schedule uncertainty exists.
Cost & Contract Management Yellow	o A cost variance of $5.4 million exists between the approved baseline budget of $97.6 million and the July 2026 Project Status Report (PSR), which reports a total project budget of $103 Million. o The DMS project team submitted a Special Project Report (SPR) #1 on July 14, 2026, and an updated Financial Analysis Worksheets (FAW’s) on August 4, 2026, to support and justify the budget increase. o The actual values for 5 categories in the July 2026 PSR were lowered. The CDT was informed that the June 2026 PSR numbers were incorrect.
Scope Management Yellow	o As of July 31, 2026, Change Request (CR #6) has not been approved. o On July 14, 2026, the DMS team submitted the SPR#1 package for review and approval. o On July 1, 2026, Change Request (CR) #4 was approved by the Governance Escalation Group (GEG).
Resources Green	o The project team appears to be following the processes outlined in the Schedule Management plan.
Quality Yellow	o There are seven (7) open defects with workarounds carried forward from Release 1. The plan was to complete these by July 31, 2026. o The DMS technical team has made good progress towards reviewing test script executions for the Maintenance and Operations defects. The team has stated that they will do similar documented reviews for other testing iterations.
Risk And Issues Green	o The project team appears to be following the processes outlined in the Risk and Issue Management plan.
Transition Readiness Green	o The DMS Project Team should prioritize technical knowledge transfer to ensure the State has the capability to independently operate, maintain, and support the DMS system. o The System Integrator has created a technical knowledge transfer plan which is being reviewed by the DMS team.
Conditions For Approval Green	All conditions for PAL Stage Gate approvals have been met.
Corrective Action Green	Comments about Corrective Action Plan Items • N/A

Project Approval Documents