Office of the CIO
IT Investment Request Form
IT Capital and Shared Service Approval Process
Information Technology Investment Request Form
Please complete all the fields in the corresponding white boxes unless otherwise indicated, and then submit an electronic,
editable, copy of this form to UM-IT-Planning-Request@umich.edu with “IT Capital Request” in the message subject.
Request Details
Request Name
Request Submission Date
Should be descriptive of problem or solution.
mm/dd/yyyy
Request Description
Request Contact
Provide a very brief description of the project (50 words or
less). More detail can be provided in the Project Definition
section.
List name, email and phone number of a person who will be
available to respond to any questions regarding this request.
Funding Source
Unit Leaders Approved by
List the name of the unit funding this request. If this is not a unit
funded request submitted for awareness, state ‘funding needed’.
All requests must be reviewed with a Unit Leader (e.g. Dean,
VP, etc.) prior to submission.
http://cio.umich.edu/
If you need assistance with this form, please contact
Page 1 of 6
UM-IT-Planning-Request@umich.edu and put “IT Capital Request” in the message subject.
Office of the CIO
IT Investment Request Form
IT Capital and Shared Service Approval Process
Stakeholders
Sponsors
List name of person who will champion the effort (e.g., Dean,
VP, etc.). If sponsors are not currently identified, state “no
sponsors.”
Beneficiary Communities
What units and/or communities will be the primary beneficiaries
(e.g., UMHS, Administrative, faculty, students, etc.) and/ or
consumers of the service?
Business Owner
Indicate the unit that is responsible for the policy and process
associated with the service. If no owner is currently identified,
state ‘no business owner’.
Project Implementer
Indicate the unit that is being recommended to manage the
project (e.g., MCIT, ITS, LSA-IT, etc.)
Service Provider
Indicate the unit being recommended to run the resulting IT
services (e.g., CAEN, ITS, MCIT, LSA-IT, outsourced, etc.)
Project Definition
Problem Statement
What problem is this project intended to resolve? Limit
response to 100 words or less.
Proposed High-Level Solution
A description of the project objectives and desired results.
Please note if the request scope is limited to a pilot or trial
basis. Limit response to 100 words or less.
Alternatives Considered
Describe at least one alternative and why this alternative is not
recommended (e.g. advantages/disadvantages) along with the
impact to the university if this investment is not approved.
http://cio.umich.edu/
If you need assistance with this form, please contact
Page 2 of 6
UM-IT-Planning-Request@umich.edu and put “IT Capital Request” in the message subject.
Office of the CIO
IT Investment Request Form
IT Capital and Shared Service Approval Process
Alignment to IT Strategy
Briefly list or describe how this request is aligned with the IT
Strategic Plan.
Desired Timing
Desired Start Date:
What is the desired timing for implementation of this service
and why?Enter dates in fiscal year and quarter format
(example: FY13, Q2)
Desired Go-Live Date:
Timing Rationale:
Other
Please provide any other information believe is pertinent for the
evaluation of this proposal.
http://cio.umich.edu/
If you need assistance with this form, please contact
Page 3 of 6
UM-IT-Planning-Request@umich.edu and put “IT Capital Request” in the message subject.
Office of the CIO
IT Investment Request Form
IT Capital and Shared Service Approval Process
Costs & Funding
Implementation Costs
Provide a breakdown of the total implementation costs for this project, including any ongoing costs to be incurred during the
project implementation, e.g. costs for the first year of hardware maintenance or virtual servers used during development. These are
intended to be initial high-level estimates and it is expected they will be revised during the formal definition and planning phase.
Details should include both Cost Type (Labor, Hardware, Software, Other (e.g. training), and Contingency) and Timing by fiscal
year (assume project starts in July). Absorbed labor is used to indicate the cost of labor that will be provided out of the
implementing unit(s)’ operating budget if applicable; incremental labor is used to indicate the cost of labor that would be covered
by capital funding. It is assumed all the non-labor costs are to be covered via capital funding - indicate any exceptions to this in the
“Other” field above.
Year 1
Year 2
Year 3
Year 4
Year 5
Labor - Absorbed:
$
$
$
$
$
Labor - Incremental:
$
$
$
$
$
Hardware:
$
$
$
$
$
Software:
$
$
$
$
$
Other:
$
$
$
$
$
Contingency:
$
$
$
$
$
Total:
$
$
$
$
$
Ongoing Support Costs After Implementation
Provide an estimate of the total net increase in ongoing costs (if applicable) as
a result of the project. These are intended to be initial high-level estimates and
it is expected they will be revised during the formal definition and planning
phase. For FY2, include any costs continuing from FY1 plus any incremental
costs.
Estimated Annual Cost
Labor - Absorbed:
$
Labor - Incremental:
$
Hardware:
$
Software:
$
http://cio.umich.edu/
If you need assistance with this form, please contact
Page 4 of 6
UM-IT-Planning-Request@umich.edu and put “IT Capital Request” in the message subject.
Office of the CIO
IT Investment Request Form
IT Capital and Shared Service Approval Process
Other:
$
Contingency:
$
Total:
$
Benefits and Value
In the following section, complete only the fields that are applicable to your request. Some requests will have benefits in
multiple areas.
http://cio.umich.edu/
If you need assistance with this form, please contact
Page 5 of 6
UM-IT-Planning-Request@umich.edu and put “IT Capital Request” in the message subject.
Office of the CIO
IT Investment Request Form
IT Capital and Shared Service Approval Process
Advances Mission
How will this project enhance teaching, learning, research, or
patient care at the university?
Regulatory and Compliance
Is this project needed in order to meet a new/revised compliance
requirement with Federal, State or local laws and/or
regulations imposed by government agencies?
Financial Benefits
Cost Reduction:
Describe any financial benefit including cost reductions (ability
to eliminate costs presently being incurred), cost avoidance, or
revenue increase for the university.
Cost Avoidance:
Revenue Increase:
Improved Productivity
Please estimate the amount of time that implementation of the
project will save per constituent group.
Improve Competitive Advantage
Speak to how this project improves the university’s position of
“Leader & Best” compared to other institutions of higher
education.
Risk Avoidance and Impact
Describe how this project will reduce or avoid the likelihood of
risks and describe the risk impact. Consider financial and
reputational risks such as non-compliance fees, loss in status,
drop in rankings, etc.
Architectural Fit
How will this project allow implementation of a reusable,
robust, and scalable IT solution that can grow as process and
service needs change?
http://cio.umich.edu/
If you need assistance with this form, please contact
Page 6 of 6
UM-IT-Planning-Request@umich.edu and put “IT Capital Request” in the message subject.