Policy on the Planning and Management of Investments

The policy sets the direction for the planning and management of assets and acquired services to ensure that these activities provide value for money and demonstrate sound stewardship in program delivery.
Date modified: 2019-04-11

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While the requirements in the Policy on the Planning and Management of Investments, including the mandatory procedures and appendices, take effect on , with the exception of the requirements of 1.3 and 1.4, departments have six months to fully transition to the new policy.

With respect to requirement 1.4, projects approved under the Policy on the Management of Projects or the rescinded Project Approval Policy prior to , have until , to transition to the Policy on Planning and Management of Investments.

Appendix C: Mandatory Procedures for Concept Case for Digital Projects

C.1 Effective date

  • C.1.1 These mandatory procedures take effect on April 11, 2019.

C.2 Procedures

  • C.2.1These procedures provide details on the requirements set out in section 4.1.7 of the Policy on the Planning and Management of Investments.
  • C.2.2These procedures apply to all potential investments in Government of Canada digital projects for which the department or agency is willing to invest a minimum of the following amounts in order to address the problem or take advantage of the opportunity:
    • $2.5 million for departments without an approved Organizational Project Management Capacity Class or with an approved Organizational Project Management Capacity Class of 1;
    • $5 million for departments with an approved Organizational Project Management Capacity Class of 2;
    • $10 million for departments with an approved Organizational Project Management Capacity Class of 3;
    • $15 million for National Defence; and
    • $25 million for departments with an approved Organizational Project Management Capacity Class of 4.

Preparing and submitting the concept case

  • C.2.3Ensure 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).
  • C.2.4The business owner is responsible for:
    • C.2.4.1Approving and submitting the concept case to TBS for review by the Chief Information Officer of the Government of Canada.
      • C.2.4.1.1For concept cases that may result in a joint or enterprise digital project, 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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