Fillable Printable Proposal CBA Template
Fillable Printable Proposal CBA Template
Proposal CBA Template
Project Proposal
Cost Benefit Analysis
project-proposal-sample-01.xls 1 Version Date:09/08/2016
Section 1 -- Proposed Project - General Information
Project Name:
Sponsoring Organization:
Project Sponsor:
Project Manager:
Project Start:
Project Finish:
Project Reporting:
Project Complexity:
Prepared By:
Prepared Date:
Business Problem
<This information should be the same as what is stated in section 2.1 of the Project Proposal.>
Section 2 -- Solution Descriptions
As Is
Description for 'As Is'
Option 1
Description for 'Option 1'
Briefly describe Option 1 -- that is, discuss the investment in I.T. project 'A' that will replace the current "As Is" process. List the intangible benefits associated with this solution.
Option 2
Description for 'Option 2'
Briefly describe Option 2 -- that is, discuss the investment in I.T. project 'B' that will replace the current "As Is" process. List the intangible benefits associated with this solution.
Section 3 -- Solutions Analysis - Tangible Benefits
Project Costs (One-Time)
Cost Category Note(s) Base Budget Cost As Is Option 1 Option 2
1. Internal Staff Costs $0 $0 $0 $0
2. Services Costs $0 $0 $0 $0
3. Hardware Costs $0 $0 $0 $0
This document is to be used by projects with complexity:
Basic Low Medium High
The Business Problem is a question, issue, or situation, pertaining to the business, which needs to be answered or resolved. State in specific terms the problem or issue this project will
resolve. Often, the Business Problem is reflected as a critical business issue or initiative in the Mason IT Strategic Plan.
Briefly describe the current state, As-Is solution -- that is, the current process for the business problem summarized above will be retained. List the intangible benefits associated with
this solution.
Project Proposal
Cost Benefit Analysis
project-proposal-sample-01.xls 2 Version Date:09/08/2016
4. Software Costs $0 $0 $0 $0
5. Other Costs $0 $0 $0 $0
Total One-Time Project Costs $0 $0 $0 $0
Project Costs (On-going/Annual)
Cost Category Note(s) Base Budget Cost As Is Option 1 Option 2
1. Internal Staff Costs $0 $0 $0 $0
2. Services Costs $0 $0 $0 $0
3. Hardware Costs $0 $0 $0 $0
4. Software Costs $0 $0 $0 $0
5. Other Costs $0 $0 $0 $0
Total Annual On-going Project Costs $0 $0 $0 $0
Section 4 -- Solutions Analysis - Intangible Benefits
Criteria
Criteria Rating
As Is Option 1
Option 2
Institutional Impact 20%
Risk 20%
Complexity 20%
Ease of Use 20%
Maintenance 20%
Total Rating 100% 0 0 0
Section 5 -- Solutions Evaluation
Selected Solution
Identify the Selected Solution and provide justification for the selection.
Weighted evaluation of the intangible benefits of each solution. Weighting - choose a weighting between 0 and 100% for each of the 5 criteria. The total weighting
MUST = 100% (the cell will turn green). Then, rate each solution between 1 and 5 (1 is the lowest rating, 5 is the highest rating) for each criteria. The sheet will then
calculate the weighted average rating for each solution.
Criteria
Weight
Project Proposal
Cost Benefit Analysis
project-proposal-sample-01.xls
3
Note: This document is based on the VITA template CBA_Template
Version Date: <Insert Date>
Section 1 -- Proposed Project (Basic Information)
Project Name:
Sponsoring Organization:
Project Sponsor:
Project Manager:
Project Start:
Project Finish:
Project Reporting:
Project Complexity:
Prepared By:
Prepared Date:
Business Problem
<This information should be the same as what is stated in section 2.1 of the Project Proposal.>
Anticipated (proposed) Funding Source
Funding Source Total Comments
General Fund
$0
Non-General Fund
$0
Special Revenue
$0
Federal
$0
Other
$0
Total
$0
Section 2 -- Solutions Analysis - Intangible Benefits
As Is
Solution Description for 'As Is'
Briefly describe Solution # 1 -- that is, the current process for the business problem summarized above will be retained.
This document is to be used by projects with complexity:
üBasic üLow üMedium üHigh
The Business Problem is a question, issue, or situation, pertaining to the business, which needs to be answered or resolved. State in specific terms the problem or issue this project will resolve. Often, the
Business Problem is reflected as a critical business issue or initiative in the Mason IT Strategic Plan.
Project Proposal
Cost Benefit Analysis
project-proposal-sample-01.xls
4
Note: This document is based on the VITA template CBA_Template
Version Date: <Insert Date>
This document is to be used by projects with complexity:
üBasic üLow üMedium üHigh
Intangible Benefits for 'As Is'
List the intangible benefits associated with this solution.
Option 1
Solution Description for 'Option 1'
Briefly describe Solution # 2 -- that is, discuss the investment in I.T. project 'A' that will replace the current "As Is" process.
Intangible Benefits for 'Option 1'
List the intangible benefits associated with this solution.
Option 2
Solution Description for 'Option 2'
Briefly describe Solution #3 -- that is, discuss the investment in I.T. project 'B' that will replace the current "As Is" process.
Intangible Benefits for 'Option 2'
List the intangible benefits associated with this solution.
Project Proposal
Cost Benefit Analysis
project-proposal-sample-01.xls
5
Note: This document is based on the VITA template CBA_Template
Version Date: <Insert Date>
This document is to be used by projects with complexity:
üBasic üLow üMedium üHigh
Section 3 -- Solutions Analysis - Tangible Benefits
Business Process Costs
Note(s) As Is Option 1 Option 2
1. Ongoing Personnel Costs $0 $0 $0 $0
2. Ongoing Facilities Costs $0 $0 $0 $0
3. Ongoing Hardware Costs $0 $0 $0 $0
4. Ongoing Software Costs (incl. Maint.) $0 $0 $0 $0
5. Other Ongoing Costs $0 $0 $0 $0
I.T. Project Investment Costs
6. Project Costs Note(s) $0 $0 $0
$0
$0 $0
$0
$0 $0
$0
$0 $0
$0
$0 $0
$0
$0 $0
$0
$0 $0
$0
$0 $0
$0
$0 $0
$0
$0 $0
$0
$0 $0
6k. User Defined Item 1 (chg name as needed) $0
$0 $0
6l. User Defined Item 2 (chg name as needed)
$0
$0 $0
6m. User Defined Item 3 (chg name as needed)
$0
$0 $0
6n. User Defined Item 4 (chg name as needed)
$0
$0 $0
6o. User Defined Item 5 (chg name as needed)
$0
$0 $0
7. Revenue $0 $0 $0 $0
Base
Budget
Cost
6a. Internal Staff Labor
6b. Services
6c. Software Tools
6d. Hardware
6e. Materials and Supplies
6f. Facilities
6g. Telecommunications
6h. Training
6i. IV & V
6j. Contingency (Risk)
Project Proposal
Cost Benefit Analysis
project-proposal-sample-01.xls
6
Note: This document is based on the VITA template CBA_Template
Version Date: <Insert Date>
This document is to be used by projects with complexity:
üBasic üLow üMedium üHigh
Incremental Benefits Summary
Benefit Type
Benefit Code As Is Option 1 Option 2
Cost Avoidance (One Time)
CAO
$0 $0 $0
Cost Avoidance (On-Going)
CAA
$0 $0 $0
Hard (Cost) Savings
HCS
$0 $0 $0
Productivity Gains
PRO
N O T M E A S U R E D
Revenue
REV
$0 $0 $0
Other
OTH
N O T D E F I N E D
To Be Assigned
TBA
N O T D E F I N E D
Commonwealth of Virginia (CoVA) Net Benefit>>> $0 $0 $0
CoVA ROI: N/A N/A
Payback: >4YR >4YR
Benefits Summary by Cost/Revenue Category
Option 1
Personnel Facilities
Hardware
Software Other Revenue Total $
Avoidance-One Time $0 $0 $0 $0 $0 $0 $0
Avoidance-Ongoing $0 $0 $0 $0 $0 $0 $0
Hard Cost Savings $0 $0 $0 $0 $0 $0 $0
Productivity Gains
NOT MEASURED
Revenue $0 $0 $0 $0 $0 $0 $0
Other
NOT DEFINED
To Be Assigned
NOT DEFINED
Total Benefits $0 $0 $0 $0 $0 $0 $0
Option 2
Avoidance-One Time $0 $0 $0 $0 $0 $0 $0
Avoidance-Ongoing $0 $0 $0 $0 $0 $0 $0
Hard Cost Savings $0 $0 $0 $0 $0 $0 $0
Productivity Gains
NOT MEASURED
Revenue $0 $0 $0 $0 $0 $0 $0
Other
NOT DEFINED
To Be Assigned
NOT DEFINED
Total Benefits $0 $0 $0 $0 $0 $0 $0
Section 4 -- Solutions Evaluation
Solution Comparison
Rate the solutions between 1 and 5 (1 is the lowest rating, 5 is the highest rating)
Criteria As Is Option 1 Option 2
Net Benefit
Project Proposal
Cost Benefit Analysis
project-proposal-sample-01.xls
7
Note: This document is based on the VITA template CBA_Template
Version Date: <Insert Date>
This document is to be used by projects with complexity:
üBasic üLow üMedium üHigh
Return on Investment (ROI)
Payback Period
Easy to use for citizens 0.25
Low ongoing maintenance 0.25
Other Intangible Benefit 2 0.25
Other Intangible Benefit 3 0.25
0 0 0
Intangible Weighting Justification
Note: Intangible Weight Justification is Not Required
Selected Solution
Identify the Selected Solution and provide justification for the selection.
Intangible
Weights
Total
Rating
Project Proposal
Cost Benefit Analysis
project-proposal-sample-01.xls
8
Note: This document is based on the VITA template CBA_Template
Version Date: <Insert Date>
1
2
3
4
5
