Information Technology Project Management Office
Templates/Deliverables
ITPMO classifies projects into 4 levels: Major, 1, 2, or 3. Below are the required templates for each level. If your project has already been classified, click here to fill out the appropriate templates. NOTE: Functionality will diminish with Firefox, we highly encourage using Internet Explorer to fill out the templates.
A Change Request must be submitted to the ITPMO for any proposed project changes.
INITIATION | ||
| Deliverable | Description | Required for Level(s) |
|---|---|---|
| Project Request | This form serves as project initiation for the ITPMO. Determinations will be made with regard to the project legitimacy | Major, 1, 2, 3 |
| Outline | Provides comprehensive information used to establish level | Major, 1, 2, 3 |
| Initial Project Estimate | Includes a Rough Order of Magnitude (ROM) budget and schedule | Major, 1, 2, 3 |
| Business Case | Justifies the project; provides information to make an informed decision to proceed further | Major, 1, 2, 3 |
| Project Charter | Will formally authorize work to begin on a project. The intent is that an agreement among stakeholders is established before significant resources are committed and expenses incurred. | Major, 1, 2, 3 |
| Business Justification Review Gate | Will help determine whether a project is ready to proceed to the next phase | Major |
PLANNING | ||
| Deliverable | Description | Required for Level(s) |
| Statewide Impact Analysis | Measures collaboration and business processes across state agencies | Major |
| Project Plan | Defines activities and resources needed to deliver the project's product and/or service | Major, 1, 2, 3 |
| Acceptance to Deploy | Provides formal product and/or service acceptance before a product and/or service becomes operational | Major, 1 |
| Acquisition Plan | Will help plan and ultimately procure goods and/or services through management of solicitations and contracts | Major, 1 if applicable |
| Contract Amendment and Change Order Approval | Ensure project changes that impact a technology contract are analyzed and justified before funds can be expended for those changes | Major, 1 if applicable |
| Contract Advisory Team Review and Delegation Application (CATRAD) | Any agency major contract solicitation over $1 million in value must be submitted to the CAT team for review. Any agency contract solicitation (IFB or RFP) for the purchase of services over $100,000 per year must be submitted to TPASS (CATRAD) as a request for delegated purchase authority. | Major, 1 if applicable |
| Technology Addendum | Offers state agency contract managers recommendations on improving existing contract management processes and practices | Major |
| Project Planning Review Gate | Will help determine whether a project is ready to proceed to the next phase | Major |
| Solicitation & Contracting Review Gate | Will help determine whether a project is ready to proceed to the next phase | Major if applicable |
EXECUTION | ||
| Deliverable | Description | Required for Level(s) |
| Monitoring Report | Provides project status on schedule, budget, and resources | Major |
| Project Update | Provides project status on schedule, budget, and resources | 1, 2, 3 |
| Project Implementation Review Gate | Will help determine whether a project is ready to proceed to the next phase | Major |
CLOSING | ||
| Deliverable | Description | Required for Level(s) |
| Post Implementation Review of Business Outcomes | Provides a review for actual performance, benefits, functionality, etc. | Major, 1, 2 |
| Project Closeout Report | Will obtain formal closure for the project | Major, 1, 2, 3 |
| Benefits Realization Review Gate | Will help determine whether the project achieved the stated business goals and objectives or funds can be expended for those changes. | Major |
Last Updated 8/13/12