Guidelines, Forms and Deadlines
Submit request forms to: UM-IT-Planning-Request@umich.edu
IT Investment Request Forms are due on Friday, September 11, 2015 for FY17 funding prioritization. UPDATE: the due date has been extended to September 18, 2015.
IT Investment Request Form
Requests are assigned to IT Governance committees for their review and recommended prioritization. The CIO then reviews all requests and, taking the committees' recommendations into consideration, presents a draft priority ranking to the IT Council for feedback and advice. After consulting with the IT Council, the CIO will finalize and present the recommendations to the IT Executive Committee.
If there are requests that only require initial up-front capital, the Provost and CFO may decide to provide funding outside of the University’s annual budget process. All requests (both one time and base) are forwarded to the Unit who will build and run the service.
Business Case Templates
A business case should only be completed if the investment request has been given a high priority for receiving funding by the IT Executive Committee. The Office of the CIO will communicate priority decisions to requesters.
The purpose of the business case is to enable University leadership to assess and compare the benefits of one investment request to another in order to make funding decisions that maximize the benefits to the University. Units must include the business case and initial investment request, noting the prioritization value and rank, in their annual budget submission. Funding decisions are made by the Provost, who evaluates all funding requests across the University, in the May time frame as part of the University budget process. Refer to the Office of Budget and Planning for budget process and dates.
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IT Investment Business Case
This template is the main business case document that is submitted for this process.
IT Funding Request Worksheet
This template is added as an appendix to the business case document and is used to calculate cost and benefit figures reported in the body of the business case.
U-M IT Staffing Rate Card
This document provides current U-M prime vendor pricing for contracted IT staff. This information can be used to estimate contract labor costing in the IT Funding Request Worksheet.
For more information on or for assistance with the IT Capital Investment and Shared Service Approval Process, please contact UM-IT-Planning-Request@umich.edu.
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