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Business Case Development


For On-Cycle Budget Development (i.e., Governor's Budget construction in even years):
For all major IT initiatives greater than $1,000,000, agencies must submit a business case document in addition to a POP and complete the IT Project Spreadsheet – regardless of funding source and whether the project funding will be met with base budget, POP, or other funds.  
The business case template and worksheets are provided below for voluntary use.   Agencies can use their existing business case templates as long as the core requirements outlined on the IT Budget Development web page are met. 
Off-Budget Cycle (i.e. Current Biennium) 


The template and worksheets provided below can also be used in the off-budget cycle (i.e. in the current biennium) to satisfy the business case requirements associated with the IT Investment Review and Approval Policy. The cost thresholds are different than in the on-cycle budget development process.


* Note that the Microsoft Word Business Case Template contains instructions that appear in the template as italicized text and checklists throughout the document to assist you in creating the business case for your project.  The italicized text and checklists are intended to be deleted after the business case is completed.
** Note that the Microsoft Excel worksheets contain:


  • Sample data for illustration purposes.  Please delete the data and reset the net present value (NPV) to zero before entering your project data.
  • Blue cells, into which your numeric data may be entered, and yellow cells that are locked and contain automatic formulas.
  • Dollar amounts in units of $1,000.  So, to enter a cash inflow (i.e. financial benefit) in the amount of $3,900,000 the cell entry would be $3,900.  To enter a cash outflow (i.e. a project cost or expenditure) the dollar entry should be bounded in parentheses to indicate a minus.  For example a cost of $3,900,000 would be entered as ($3,900).
*   Business Case Development Template (docx) - Revised 04/05/13
** Business Case Document - Appendix (doc) - Revised 04/05/13 
General Project review criteria (docx) - Revised 04/05/13
The Word template and the Excel worksheets are living documents, and have been revised as needed over time.  If you have any comments or questions about their use, suggestions for future revisions, or questions about the use of an existing agency business case template contact Darren Wellington at (503) 378-2242.
Business Case Development Forum
On May 11, 2010, the Department of Administrative Services (DAS) the Chief Information Office(CIO) hosted a forum on the IT related budget submission process and the requirement for submitting business cases for Information Technology (IT) projects with an estimated project cost of $1 million or greater.  
  • Introduction/Background
  • IT Projects – Idea to Approved Project
    • DAS Budget & Management (BAM) Perspective
    • Legislature – Legislative Fiscal Office (LFO) Perspective
    • DAS Chief Information Office (CIO) Perspective
  • Business Case Basics:  Agency Perspective
    • Oregon Department of Transportation
    • Oregon Department of Human Services
    • Oregon Employment Department
  • Break
  • Business Case Contents:
    • BAM, LFO, CIO
  • Tools, Techniques and Resources
  • Wrap-Up
Audience included interested agency CIO’s, IT staff, agency program staff, and other agency staff who may be involved in the budget submission process and IT projects. 
Agency Resources
A list of employees by agency who have received Business Case Development training since May 2007 is listed below. These employees can be a resource in helping you build your Business Case. 
Other Resources
Content under development
March 2003 - National Association of State Chief Information Officers (NASCIO) Publication:
Business Case Basics and Beyond: A Primer on State Government IT Business Cases

Contact for more information
For general questions regarding business case development training, templates, and guidelines please contact Darren Wellington  at (503) 378-2242.