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
06/01/2026 - 06/30/2026	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?Yes

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

Project Overall Health	Comments
Green	The overall project health is Green as the planned activities continue to progress. • The SI & project team completed functional discovery, and technical preparation, with requirement validation, MVP scope milestones this reporting period. • The project finalized key architecture decisions, including transitioning the solution to Azure Kubernetes Service (AKS), and coordinated environment planning with CDPH ITSD, DD&I vendor Deloitte, and additional Microsoft SMEs brought on by CDPH. • Sprint 1 kick off is on track despite the additional time required for environment setup. • SI delivered the Category 2 and 2 Category 3 project deliverables for review and approval to CDPH on July 1, 2026. • SI reviewed and prioritized the mandatory requirements, optional requirements review planned for upcoming weeks.

Project Overall Health

Comments

Green

The overall project health is Green as the planned activities continue to progress. • The SI & project team completed functional discovery, and technical preparation, with requirement validation, MVP scope milestones this reporting period. • The project finalized key architecture decisions, including transitioning the solution to Azure Kubernetes Service (AKS), and coordinated environment planning with CDPH ITSD, DD&I vendor Deloitte, and additional Microsoft SMEs brought on by CDPH. • Sprint 1 kick off is on track despite the additional time required for environment setup. • SI delivered the Category 2 and 2 Category 3 project deliverables for review and approval to CDPH on July 1, 2026. • SI reviewed and prioritized the mandatory requirements, optional requirements review planned for upcoming weeks.

Focus Area/Rating	Comments
Governance Green	• This focus area is Green for this month as the project progresses to plan and schedule all the scrum meetings and steering committee meetings. • The product refinement, OCM and SI weekly status meetings have been setup. • The Executive Steering Committee meeting is planned for end of July or early August, project to act for the monthly cadence recommendation and as per communication management plan. • The Project Governance Plan contains the components necessary for successful project decision making.
Time Management Green	• The focus area is Green for June with continued progress in discovery and technical preparation. • Platform alignment with CDPH’s unified approach (EpiTrax on Azure) remains under watch, as this was not part of the original plan or SI contract; contract amendment has been initiated. • Environment readiness delays may impact Sprint 1 scope and schedule baseline finalization.
Cost & Contract Management Green	This focus area is Green. Cost: For this period there are no expenditure concerns. • Cumulative actual costs decreased by $4,704.53 from May to June, primarily due to reduction in staff labor costs based on updated ITSD May actuals. • The project received $10,000,000 in the May Revision and project is planning to submit a Fall BCP for the shortfall funding. Contract: For this period there are no concerns. • Contract amendment initiated 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. • SI Completed discovery sessions and validation of all mandatory requirements; optional requirements will be reviewed in upcoming weeks. In conclusion, SI validated 580 mandatory FRs and 119 of 136 NFRs. Of the remaining 17 NFRs, 9 are approved and pending confirmation; 6 require CDPH input or Bidder’s Library documentation. RTM updates are underway. • SI has delivered the planned Category 1 updated project plans, Category 2 and 2 Category 3 project deliverables on July 1, 2026, which are under CDPH review and approval. • ITSD approved transition from ARO to AKS architecture on 6/22; coordination initiated with Microsoft and Novilus. SI submitted revised Azure Cloud architecture and BOM to ITSD based on the AKS design. • Environment readiness delays from unplanned ARO-to-AKS tasks may require adjusting the Sprint 1 scope. The team is monitoring closely and coordinating mitigation with ITSD. Requirements are ready, and SI can continue prioritized activities while setup progresses.
Resources Green	• The focus area is Green, based on the availability of the key resources needed at this stage of the project. • FDSS team has prepared an updated Project Organization Chart depicting state and contractor resources. • Timely engagement of ITSD, Architecture, and vendor resources supported continuity of work, enabling the team to manage unplanned environment tasks while keeping Sprint 1 progress on track.
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 is Green under watch, and the project continues to monitor risks and issues. • The Environment readiness delays (6/10 handoff shifted to 6/26; Migration and Development dates pending) may impact Sprint 1 scope; mitigation efforts are underway with ITSD. • 1 risk carried forward from the planning phase—limited visibility into FoPH activities—was closed this reporting period, as it was specific to the planning phase.
Transition Readiness Green	• The focus area is Green as transition readiness is identified as part of the SI vendor key deliverables. • OCM kickoff was completed on June 8, 2026, and a weekly cadence meeting is set up. • Program Leadership engagement is underway, with the Product Owner socializing roles and responsibilities on June 30, 2026, and the Program Owner presenting to LHJ leadership in the first week of July on the high‑level OCM approach and plan.
Conditions For Approval Green	• There were no conditions for S4 approval.
Corrective Action Green	• The project is in the initial startup phase, and there are no corrective actions identified so far.

Project Approval Documents