Click to add a subtitle 1 expect the best Briefing to the ITIB April 7, 2004 The VITA Process for the Management and Governance of PPEA

2 expect the best VITA PPEA Process – Questions 1.What is the goal of the VITA PPEA process? 2.What are the driving statutory requirements? 3.How is the PPEA process managed in VITA? 4.How is the PPEA process governed? 5.What is the VITA PPEA process model? 6.What are the VITA PPEA evaluation & selection criteria? 7.What are the VITA PPEA milestones for 2004?

3 expect the best Goal of the VITA PPEA Process Selectively seek investment in those public-private partnerships that best serve the business-driven technology needs of the Commonwealth, and support the agency mission, vision, and objectives established in the VITA Business Plan. PPEA Proposal(s) = Partnership(s) = Major Project(s)

4 expect the best Driving PPEA Statutory Requirements Proposal must meet definition of “Technology Infrastructure Project.” (§ ) Proposal must serve a public need and purpose based on the following determinations (§ (C)): …public need for or benefit derived from the qualifying project. …estimated cost is reasonable in relation to similar (projects)…. …the private entity’s plans will result in the timely acquisition, design, (implementation),…,equipping, maintenance, or operation of the qualifying project.

5 expect the best PPEA Related Statutory Requirement Annual ITIB reporting of “Recommended Technology Investment Projects” to the Governor and General Assembly (§ (10))

6 expect the best VITA PPEA Management – Focal Point Project Management Office PMO Project Management Division PMD Enterprise Projects Office EPO IT Investment Management Support to CIO & ITIB PPEA Management Support to CIO & ITIB (New) PMD Frames the Business Case for Selecting the PPEA Proposal and Initiating the PPEA Project

7 expect the best VITA PPEA Governance Organizations VITA PPEA Review Committee Commonwealth IT Investment Board Review & Decision Authorities Membership Established in CODE Secretaries of Tech., Fin., Admin., Com. & Trade Treasury Board OAG CIODep. CIO VITA Directors of SMS, SCM, CSVITA CFO Selected VITA, DGS, OAG, & Treasury Staff Invited Participation: ITIB & Selected Agencies

8 expect the best INITIAL REVIEWCONCEPTUAL REVIEWDETAILED REVIEWCOMP AGREEMENT (CA) VITA (PPEA Review Committee) Complete PPEA Initial Review (Re-scope if Necessary) Post for Competing Proposals Evaluate Posted & Competing Proposals Complete Local Government Review (as needed) Complete Detailed Proposal(s) Prepare Project Documentation for CIO/ITIB Approval Complete Local Government Review (as needed)  Negotiate CA  Complete Detailed Project Planning CIO  Accept/Reject Proposal for Project Planning Approval  Conduct Briefings  Report to GA Recommend to SOT to Accept/Reject Competing Proposals Conduct Briefings Recommend Project/Proposal to ITIB for Development Approval Conduct Briefings Recommend CA and Project to Cabinet and Governor CABINETSOT, with SOA and SOF Comment, Approves Recommended Course of Action Review CA ITIBApprove Project/Proposal for Development OAGReview CA GENERAL ASSEMBLYReceive CIO ReportReceive CIO Briefing Address CA Funding Issues in Appropriations Act (as needed) GOVERNORApprove CA VITA PPEA Process Model

9 expect the best VITA PPEA Evaluation & Selection Criteria (Accept or Reject Decision) Compliance with Virginia Code (§ through § ) and Commonwealth (Model) Procedures Strategic & Business Alignment Benefits to the Commonwealth Financial Approach and Methodology Preliminary Cost Estimate Preliminary Risk Assessment Proposer Capabilities, Experience and Performance on Similar Initiatives Project Management Approach Technical Approach & Feasibility SWAM Participation

10 expect the best VITA PPEA Project Development Approval Criteria Modified Balanced Scorecard Based on PPEA Evaluation & Selection Criteria

11 expect the best VITA PPEA Milestones for 2004 Milestone Schedule Establish VITA PPEA Management and Governance Process—Presentation to ITIBApr 2004 Complete Organization and Implementation of New Enterprise Projects Office (EPO)Apr 2004 Award PPEA Consulting Services ContractApr 2004 Complete Screening of PPEA Proposals Submitted to VITAApr 2004 Organize Full Committee to Complete Initial VITA PPEA Proposal ReviewsMay 2004 Complete Initial Selection of VITA PPEA Proposals for PostingJun 2004 Conduct Briefings (ITIB, GA, Other) & Post for Competing PPEA ProposalsJun 2004 Select Proposals for Detailed (Phase) ReviewAug 2004 Incorporate Selected VITA PPEA Projects in Annual Report to Governor and General AssemblySep 2004 Complete Comprehensive Agreement for Selected VITA PPEA ProposalsDec 2004

12 expect the best VITA PPEA Points of Contact Dan Ziomek VITA Project Management Division or Bob Haugh VITA Project Management Division