SID Cost Management Plan Template.doc

Cost Management Plan Health and Human Services Agency Office of Systems Integration Office of Systems Integration OSI Cost Management Plan i Revision History REVISION HISTORY REVISION WORKSITE DATE OF RELEASEOWNERSUMMARY OF CHANGES Initial Draft SIDdocs06 30 2004SID PMOInitial Release OSI Admin 430604 09 2008OSI PMOIncorporated Cost Management Plan tailoring guide information into this template Assigned new WorkSite document number OSI Admin 4306v201 29 2009OSI PMOMoved instructions to the top of each section clarified information about references to the WBS changed Procurement Center to Acquisition Center Remove template revision history and insert Project Cost Management Plan revision history Approvals NAME ROLEDATE Insert Project Approvals here Template Instructions This template is color coded to differentiate between boilerplate language instructions sample language and hyperlinks In consideration of those reviewing a black and white hard copy of this document we have also differentiated these sections of the document using various fonts and styles Details are described below Please remove the template instructions when the document is finalized Standard boilerplate language has been developed for this management plan This language is identified in black Arial font and will not be modified without the prior approval of the OSI Project Management Office PMO If the project has identified a business need to modify the standard boilerplate language the request must be communicated to the PMO for review Additional information may be added to the boilerplate language sections at the discretion of the project and does not require PMO review for inclusion in the completed plan Instructions for using this template are provided in blue Times New Roman font and describe general information for completing this management plan All blue text should be removed from the final version of this plan Sample language is identified in red italic Arial font This language provides suggestions for completing specific sections All red text should be replaced with project specific information and the font color replaced with black text Hyperlinks are annotated in purple underlined Arial text and can be accessed by following the on screen instructions To return to the original document after accessing a hyperlink click on the back arrow in your browser s toolbar The File Download dialog box will open Click on Open to return to this document Office of Systems Integration OSI Cost Management Plan ii Table of Contents 1 INTRODUCTION 1 1 1PURPOSE 1 1 2SCOPE 1 1 3REFERENCES 2 1 3 1Best Practices Website 2 1 3 2Project Document Repository 2 1 3 3Project Cost Database and Tool 3 1 4ACRONYMS 3 1 5DOCUMENT MAINTENANCE 3 2 PARTICIPANT ROLES AND RESPONSIBILITIES 4 2 1OFFICE OF SYSTEMS INTEGRATION OSI 4 2 1 1OSI Director 4 2 1 2OSI Chief Deputy Director 4 2 1 3OSI Budget Office 4 2 1 4OSI Accounting Office 4 2 1 5OSI Acquisition Center 4 2 1 6 Project Director 4 2 1 7 Project Manager 5 2 1 8 Project Financial Manager 5 2 1 9 Project Financial Analyst s 5 2 1 10 Project Functional Manager s 5 2 2PROJECT SPONSOR 5 2 2 1Sponsor Financial Staff 5 2 2 2Independent Verification and Validation IV how the request is reviewed approved and included in the project sponsor budget and how the actual funding is provided reimbursed to the county Office of Systems Integration OSI Cost Management Plan 19 7 PROJECT COST TOOL If the project is using a database tool MS Access or other software package other than MS Excel for tracking costs and budget information this section should be included If the project only uses MS Excel spreadsheets then indicate this and list the names and WorkSite numbers or location of the spreadsheets and their purpose 7 1Cost Tool Description Identify and discuss the primary features of the tool database Indicate the manufacturer developer and who is responsible for maintenance and upgrades of the tool Indicate the platform and version of the tool Indicate why the tool was selected Indicate any interfaces or dependencies to other tools Discuss security and user accounts Indicate if the data is considered sensitive and if there are any special approvals for data updates or major changes Indicate if there was any customization done for the project that is different from the standard version Indicate where the user manual and or training materials are located or accessed 7 2Using the Cost Tool Discuss the specifics about using a tool including the primary features and reports used by the project Refer to the specific procedures available and any tips tricks for using the tool If appropriate attach supporting information in an appendix or refer to where it may be found Office of Systems Integration OSI Cost Management Plan 20 APPENDICES Appendices may be added to provide additional specific information on the projects budget cost processes Typical appendices include a listing of the specific