Notice: applying this to your agency.
The IT Project Resources are not meant to replace your agency’s internal project management practices or prescribe how you must operate. Instead, they offer concepts and tools that can strengthen delivery by providing a scalable framework for project level coordination. All project documentation should be maintained throughout each stage in alignment with agency policies and, where applicable, WaTech requirements and oversight expectations.
For Programs and Projects
Establish the financial framework for the project by preparing and submitting the initial technology budget using WaTech’s IT Investment Intake Form. This budget must reflect projected costs, funding sources, and fiscal assumptions across the full lifecycle of the initiative.
For projects entering WaTech Oversight, the approved budget is required for intake, tiering assessment, and governance activation.
Key Activities:
- Estimate costs for all required goods and services (e.g., software, hardware, vendor contracts, training, support)
- Calculate internal staffing costs, including benefits and overhead
- Identify funding sources (e.g., agency, grants, proviso allocations)
- Validate fiscal assumptions and timing dependencies
- Compare total estimated costs against charter allocations and resolve discrepancies
- Save the approved budget in the project records and collaboration site
- Projects under oversight upload to Salesforce as part of Oversight onboarding
Additional consideration for Programs: For multi-agency programs, the technology budget must also: Break down costs by sub-project and sponsoring agency, including technology investments, staffing, vendor contracts, and operational support. Identify funding sources for each sub-project, such as agency appropriations, federal match requirements, or proviso allocations. Clarify shared costs and enterprise-level investments, such as centralized platforms, integration services, or governance support. Include fiscal assumptions and timing dependencies, especially where sub-projects are contingent on legislative funding or interagency agreements. Support readiness and tiering assessment, ensuring WaTech can evaluate the complexity, risk, and oversight needs across the full program portfolio.
The submitted budget will be used to validate program scope, assess financial feasibility, and determine oversight tiering. It must be aligned with the Business Case or Feasibility Study and reflect coordination across all participating agencies.
WaTech available templates: Technology Budget | IT Project Oversight | WaTech