The VITA Process for the Management and Governance of PPEA

1
The VITA Process for the Management and
Governance of PPEA
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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?

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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)

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Driving PPEA Statutory Requirements

• Proposal must meet definition of Technology
  Infrastructure Project. (56-575.1)
• Proposal must serve a public need and purpose
  based on the following determinations
  (56-575.4(C))
• public need for or benefit derived from the
  qualifying project.
• estimated cost is reasonable in relation to
  similar (projects).
• the private entitys plans will result in the
  timely acquisition, design, (implementation),,equ
  ipping, maintenance, or operation of the
  qualifying project.

5
PPEA Related Statutory Requirement

• Annual ITIB reporting of Recommended Technology
  Investment Projects to the Governor and General
  Assembly (2.2-2458 (10))

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VITA PPEA Management Focal Point
Project Management Division PMD

Project Management Office PMO
Enterprise Projects Office EPO
(New)
IT Investment Management Support to CIO ITIB
PPEA Management Support to CIO ITIB
PMD Frames the Business Case for Selecting the
PPEA Proposal and Initiating the PPEA Project
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VITA PPEA Governance Organizations

Commonwealth IT Investment Board
Membership Established in CODE
Secretaries of Tech., Fin., Admin., Com. Trade
Treasury Board OAG
Review Decision Authorities
CIO Dep. CIO VITA Directors of SMS, SCM, CS VITA
CFO Selected VITA, DGS, OAG, Treasury Staff
Invited Participation ITIB Selected Agencies
VITA PPEA Review Committee
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VITA PPEA Process Model
INITIAL REVIEW CONCEPTUAL REVIEW DETAILED REVIEW COMP 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
CABINET SOT, with SOA and SOF Comment, Approves Recommended Course of Action Review CA
ITIB Approve Project/Proposal for Development
OAG Review CA
GENERAL ASSEMBLY Receive CIO Report Receive CIO Briefing Receive CIO Briefing Address CA Funding Issues in Appropriations Act (as needed)
GOVERNOR Approve CA
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VITA PPEA Evaluation Selection Criteria(Accept
or Reject Decision)

• Compliance with Virginia Code (56-575.1 through
  56- 575.16) 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

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VITA PPEA Project Development Approval Criteria

Modified Balanced Scorecard Based on PPEA
Evaluation Selection Criteria
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VITA PPEA Milestones for 2004

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VITA PPEA Points of Contact

• Dan Ziomek
• VITA Project Management Division
• 804-371-2763
• dan.ziomek_at_vita.virginia.gov
• or
• Bob Haugh
• VITA Project Management Division
• 804-371-5575
• william.haugh_at_vita.virginia.gov