(a) The Legislature finds and declares that the system to modernize the state’s internal financial systems is a critical project that must be subject to the highest level of oversight. According to the Department of Technology, the size and scope of this modernization and automation effort make this project one of the highest risk projects undertaken by the state. Therefore, the Legislature must take steps to ensure it is fully informed as the project is implemented. It is the intent of the Legislature to adopt additional reporting requirements for the department to adequately manage risk and ensure the successful implementation of this effort.
(b) The department shall report to the Legislature, on or before October 31 of each year beginning in 2020, on all of the following:
(1) An executive summary and overview of the system’s status.
(2) An overview of the system’s history.
(3) Significant events of the system within the current reporting period and a projection of events during the next reporting period.
(4) A discussion of mitigation actions being taken by the department for any missed major milestones.
(5) A comparison of actual to budgeted expenditures, and an explanation of variances and any planned corrective actions, including a summary of the system and staffing levels and an estimate of staff participation from partner agencies.
(6) An articulation of expected functionality and qualitative benefits from the system that were achieved during the reporting period and that are expected to be achieved in the subsequent year.
(7) An overview of change management activities and stakeholder engagement during the system implementation process, including a summary of departmental participation in the system.
(8) A discussion of lessons learned and best practices that will be incorporated into future changes in management activities.
(9) A description of any significant software customization, including a justification for why, if any, customization was granted.
(10) Updates on the progress of meeting the system’s objectives.
(11) The scope of services provided by the system integrator contractor hired by the department to complete project deliverables, the cost of these services, and the number of staff used by the contractor.
(12) The date on which state departments and agencies submit month-end and year-end reports to the Controller.
(13) The number of trainings held at the department and a list of state departments and agencies participating in these trainings.
(14) The status of the implementation activities for the remaining State Controller’s Office Milestones identified in the most recently approved Special Project Report.
(c) Reports shall describe deviations to the project scope, cost, or schedule from the most recently approved Special Project Report.
(d) This section shall remain operative until the completion of the system, as specified in paragraph (2) of subdivision (a) of Section 11890, and thereafter shall be inoperative.
(e) The definitions in Section 11852 shall apply to the applicable terms in this section.
(Amended by Stats. 2019, Ch. 29, Sec. 95. (SB 82) Effective June 27, 2019. Conditionally inoperative as provided in subd. (d).)