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) as the project schedule is aligned with the approved SPR 3 timeline. The project costs align with the approved SPR 3 budget baseline.

Focus Area/Rating	Comments
Governance Yellow	This focus area is rated as Cautionary (Yellow) due to delays in receiving the monthly CEHR Project Status Report (PSR) in accordance with SIMM 45 policy. PSRs are required to be submitted monthly for all IT projects reportable to CDT. • CEHR PSRs for November and December 2025 and January 2026 have been submitted late to CDT. CDT received all three (3) PSRs in January.
Time Management Yellow	This focus area is rated as Cautionary (Yellow) due to delays in receiving the monthly CEHR Microsoft Project Schedule (MPS) in accordance with SIMM 45 policy. MPSs are required to be submitted monthly for all IT projects reportable to CDT. • CDT received the updated schedule in January. • Project appears to be “on schedule” per the CDT approved SPR3 baseline. • Schedule management practices are be executed in accordance with the documented approach in the Schedule Management plan for Schedule Tracking, section 3.2.7. • Schedule management practices are not being executed in accordance with the documented approach in the Schedule Management plan for Schedule Reporting, section 3.4.2.
Cost & Contract Management Green	This focus area is rated Satisfactory (Green). • Project costs align with the Financial Analysis Worksheets (FAW) of the approved SPR 3 baseline. • Cost Tracking, Reporting and Metrics (CEHR Cost Management Plan v3.0 Section 3.3) are managed on a monthly basis against the approved baseline. • Contract Management Plan is in place and being followed.
Scope Management Green	This focus area is rated Satisfactory (Green) but trending Yellow due to an increasing number of Change Requests (CRs) that may be due to the project’s duration and having to adapt to evolving Home, technology and compliance needs over the past six (6) years. • Program/business representatives determine and validate the business value of system functions and features. • To-Be Business Process Models are being updated. • Scope change control practices are being executed under Change Management Plan v6.0 but it is unclear if approved CRs are consistently updated in the requirements tracker and work activities into the schedule.
Resources Green	This focus area is rated Satisfactory (Green) but trending Yellow. • Existing staff are going above and beyond in their effort complete tasks to meet project priorities and timelines. • The Staffing strategy to redirect existing resources does not reduce significant gaps in coverage of designated roles or skills needed for Go-Live readiness, UAT best practices and timely governance approvals. Filling vacancies is a priority. • Appropriate staffing management and contractor management practices are being executed in accordance with the documented approach, but the documented Staffing Assumptions and Constraints are unrealistic.
Quality Green	This focus area is rated Satisfactory (Green). • Configuration and UAT activities are progressing and are in alignment with the Quality Management Plan. • M&O Plan draft V5.0 is in a 2nd round of reviews. CalVet feedback submitted to vendor on 1/22/26.
Risk And Issues Green	This focus area is rated Satisfactory (Green) but trending Yellow due to project team is executing to risk and issue monitoring practices identified in the updated Risk and Issue Management Plan (v8.0) which is not yet approved. • Risks and issues are monitored, managed, and tracked on the project at this time. • An updated Risk and Issue Management Plan draft (v8.0) is pending CalVet final review and approval. Target date TBD.
Transition Readiness Green	This focus area is rated Satisfactory (Green) as there is a significant amount of collaboration between OCM Lead extending to the Home SMEs/Administrators and project team SMEs/PM and PD. • Organizational Change Management (OCM) is being effectively planned and executed according to the schedule. • OCM Plan V5.0 is being updated with feedback due 1/30/26.
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)