Policy on the Planning and Management of Investments

The policy ensures that the Government of Canada has the necessary assets and services in place to support program delivery to Canadians.
Date modified: 2021-06-30

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The requirements in the amended Policy on the Planning and Management of Investments take effect on May 13, 2021; however, departments have 12 months to fully transition to the requirements in subsections 1.4 and 1.5 of the new policy.

The following instruments will remain in effect until May 13, 2022:

During the transition period, departments may adhere to the requirements described in either of the following:

Appendix B: Mandatory Procedures for Concept Cases for Digitally Enabled Projects

B.1 Procedures

  • B.1.1These procedures provide details on the requirements set out in subsection 4.1.7 of the Policy on the Planning and Management of Investments.
  • B.1.2These procedures apply to all potential investments in Government of Canada digitally enabled projects for which the department is willing to invest a minimum of the following amounts in order to address a problem or take advantage of an opportunity :
    • B.1.2.1$2.5 million for departments that do not have an approved Organizational Project Management Capacity Class or that have an approved Organizational Project Management Capacity Class of 1;
    • B.1.2.2$5 million for departments that have an approved Organizational Project Management Capacity Class of 2;
    • B.1.2.3$10 million for departments that have an approved Organizational Project Management Capacity Class of 3;
    • B.1.2.4$15 million for National Defence; and
    • B.1.2.5$25 million for departments that have an approved Organizational Project Management Capacity Class of 4.

Preparing and submitting the concept case

  • B.1.3The deputy head is responsible for ensuring that a concept case is prepared in accordance with the Concept Case Template and approved by the business owner (assistant deputy minister level or above).
  • B.1.4The business owner is responsible for:
    • B.1.4.1Ensuring that the concept case is reviewed by the appropriate departmental investment oversight body to confirm that it merits inclusion in the departmental investment plan; and
    • B.1.4.2Approving and submitting the concept case to the Treasury Board of Canada Secretariat for review by the Chief Information Officer of the Government of Canada.
  • B.1.5For concept cases that may result in a joint or enterprise digitally enabled project or programme, the initiative lead is designated as the business owner and, as such, is responsible for providing the concept case on behalf of all implicated departments.
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