TBS Policy on the Management of Projects

Question 1

What is the effective date?
What Policies did it replace?
Who does it apply to?

Answer 1

• 2007 TB Minister approved
• pilot with others coming on April 1. 2012
• Effective December 10 2009 after revisions based on the pilot
• applies to all GoC projects as referenced in s. 4 of policy
• applies to all depts. and agencies as s. 2 of FAA

Question 2

Difference between a project and a program

Answer 2

Project - activity or series of them that has a beginning and end with specific objectives, outcomes, outputs and occurs with specific timeframe, costs, and performance parameters

Program - group of resources and activities with related outputs, undertaken to pursue an objective. May include various projects with various timelines.

Question 3

Policy Statement

Objective

Answer 3

ensure the appropriate systems, processes, and controls are in place to manage projects at a departmental, portfolio, horizontal, govt-wide level to support the achievement of project outcomes with minimal risk to stakeholders and taxpayers.

Question 4

Policy Statement

Expected Results 4

Answer 4

• projects achieve value for money
• sound stewardship of projects
• accountability for project outcomes is clear
• outcomes are achieved within time and budget constraints

Question 5

Policy Requirements

6

Answer 5

• MECHANISM
• SOPMC - capacity is measured against the standard for organizational project management capacity and the assessment meets the standard’s requirements
• SPCR - assessment of each project against the standard for project complexity and risk and the assessment meets the standard’s requirements
• ACCOUNTABILITY
• PROCUREMENT - integrated into governance and mgmt. of projects and is directly linked to outcomes
• TBS APPROVAL - is the complexity and risk of the project exceeds the assessed class of capacity based on the OPMCA - when approved you need a project brief

Question 6

Monitoring and Reporting Requirements

DH are responsible for …4

Answer 6

• MONITORING and REPORTING
• CONTROL AND OVERSIGHT REGIME
• TBS reporting of audits and reviews within 90 days
• TBS REPORTING as required by project approval and/or investment plans - give TBS all info they request to support of TBS monitoring role

Question 7

Project Approval Authorities

Answer 7

• thresholds above which ministers must seek approval (expenditure authority) from TB ministers
• Departments can have project expenditure authority when its within their class of assessed capacity and the assessed project complexity and risk as determined by the 2 standards
• authority to proceed with projects differs from authority to enter into contracts which is managed through PWGSC
• thresholds / limits are t reviewed and revised every 3 years normally in conditions of the investment plan

Question 8

Classes and Levels 4

Answer 8

limited or no assessed capacity - $1M
class 1 - level 1,
class 2 - level 1, 2
class 3 - level 1.2.3.
class 4 - level 1, 2, 3, 4

Level 1 sustaining
level 2 tactical
levels 3 evolutionary
level 4 transformational