Text Size:   A+ A- A   •   Text Only
Find     
Site Image
Information Technology (IT) Budget Development
IT Budget Instructions

The 2015-2017 Agency Budget Instructions (pdf) contain several requirements regarding agency information technology (IT) project planning and budget development. 
 
For 2015-2017 Budget development: 
 
All agencies are required to complete the IT Project Worksheet for all IT projects underway or planned for initiation that exceed $150,000 in value – regardless of whether the funding is in the agency base budget or contained in a policy option package (POP). These completed IT Project Worksheets must be submitted to Darren Wellington at the same time that budget documents are submitted to CFO.

A POP must be submitted for any IT project, initiative or program that requires new funding, new expenditure limitation, or new positions. 

State Data Center Customers - IT Project Planning and Budget Development
The State Data Center (SDC) customer agencies must request Enterprise Technology Services (ETS) involvement in the planning and budget development for Information Technology projects. 
 
Early submittal ETS/SDC customer agencies, including Consumer and Business Services, Employment, Housing and Community Services, the Department of Human Services, Oregon Health Authority, Transportation and Veterans Affairs must request SDC involvement in the planning and budget development for IT projects by April 30, 2014.
 
The Department of Administrative Services, Corrections, Forestry, Revenue, and State Police must request ETS/SDC involvement in budget development for IT projects by May 31, 2014.
           
The process is designed to:
  • Improve quality of ETS/SDC customer agency IT project planning
  • Increase accuracy of ETS/SDC-related cost estimates
  • Ensure ETS/SDC infrastructure capacity, budget and resources will be sufficient to meet future agency and enterprise needs
   
Please review the ETS Scoping Template and then contact ETS@oregon.gov, or call at 503-378-6758. 
 
Business Case Development
 Agencies are required to develop a business case document for each major IT projects/initiatives that is expected to cost $1,000,000 or more.  The business case should clearly describe how the project/initiative:
  • Aligns with and supports agency strategic/business plans
  • Aligns with and supports the Governor's goals, priorities and initiatives, the Statewide Enterprise Information Resources Management Strategy, and other IT-related statewide plans, initiatives, goals and objectives.
 
This document should be included in the budget document under Special Reports, and submitted to the Chief Information Office, IT Investment and Planning Section at the same time agencies submit their Agency Request Budgets to CFO.
 
The business case should also include the following information:
  • Subject, Purpose and Scope.
  • Projected cash flows across timeline (lifecycle or other).
  • Alternatives Analysis (to the extent possible at this point in the project lifecycle).
  • Assumptions and Methods that the investment is based upon.
  • Costs and Benefits - Financial and Non-financial (to the extent possible at the point in the project).
    • Estimated costs must include the total cost estimate for hardware, software, contract services, internal staff, capital costs, and indirect and overhead costs for 2013-15 regardless of whether the agency intends to fund the project through its base budget or a policy package. ETS/SDC customer agencies must confirm ETS/SDC involvement in creating the cost estimate and separately identify the estimated costs related to ETS/SDC provided products and services.
  • Critical Success Factors
  • Risk Assessment (to the extent possible at this point in the project lifecycle)
 
Business Case Development Resources (Training, Templates, Guidelines, etc.) can be found here:
 
Business Case Development Web site 

Contact for more information
For additional information related to IT Budget Development, please contact: