| Business Case Development |
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| Templates |
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For 2011-2013 Budget Development:
Agencies must submit a business case document (in addition to a POP and/or a Form 107BF14 as appropriate) for all major IT initiatives greater than $1,000,000 – 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 addressed.
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.
* Note that the Microsoft Word Business Case Template contains instructions that appear in the template as italicized text and checklists through out the document to assist you in completing the business case. 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 NPV values to zero before entering your project data.
- Blue cells in which your 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 (doc) - Revised 01/28/10
** Business Case Document - Appendix (doc) - Revised 01/28/10
**Business Case Financials Template(xls)
General Project review criteria (docx)
Both the Word template and the Excel worksheets are in their first version. 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.
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| Business Case Development Forum |
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On May 11, 2010, the Department of Administrative Services (DAS) Enterprise Information Strategy and Policy Division (EISPD) 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.
FORUM AGENDA:
- Introduction/Background
- IT Projects – Idea to Approved Project
- DAS Budget & Management (BAM) Perspective
- Legislature – Legislative Fiscal Office (LFO) Perspective
- DAS Enterprise Information Strategy & Policy (EISPD) Perspective
- Business Case Basics: Agency Perspective
- Oregon Department of Transportation
- Oregon Department of Human Services
- Oregon Employment Department
- Break
- Business Case Contents:
- 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.
Presentation
LFO Business Case Evaluation Template
IT Managed Service Provider (MSP) Rate Card
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| Agency Resources |
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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.
Agency Resources (pdf)
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| Contact for more information |
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For general questions regarding business case development training, templates, and guidelines please contact Darren Wellington at (503) 378-2242.
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