DIR IT Leadership Technology Driven Value 
Skip Navigation LinksIT Leadership > Statewide Project Delivery > Texas Project Delivery Framework > Change Advisory Process

Change Advisory Process 

Project Delivery Framework logo

DIR continuously seeks to identify and deliver Framework enhancements. As part of continuous process improvement, DIR established a change advisory process to help ensure the Framework meets the business needs of agencies.

The change advisory process consists of a Change Advisory Board and a formal method for agencies to submit proposed changes. Any agency may propose changes.

Based on DIR's release management plan, approved Framework revisions are published twice a year, in the second and fourth quarters, unless an emergency change is necessary.

Change Advisory Board

The primary purpose of the Change Advisory Board (CAB) is to identify and review proposed changes to the Framework, and to advise DIR on implementation of those changes. The CAB, formed in 2007, adopted a charter to establish a common understanding of the function, roles, and responsibilities of CAB members, who rotate based on a Change Advisory Board model. The CAB meets twice a year in the first and third quarters.

Information about file formats.

How to Request a Change

Any agency may propose changes that will encourage and promote effective use of the Framework by the majority of agencies, and that will align with current industry project delivery standards and practices. Before proposing a change, review the Master Change Request List below, which provides current information about proposed changes.

To propose a new change, submit a completed Change Request Form to projectdelivery@dir.texas.gov.

  • Change Request Form – DOC (109 KB)

Note: Change Requests received by December 31 will be placed on the agenda for the first quarter CAB meeting of the calendar year. Change Requests received by June 30 will be placed on the agenda for the third quarter CAB meeting of the calendar year.

Master Change Request List

The Quick Reference listing below provides brief summary information from the Master Change Request List. For detailed information, download the complete Master Change Request List.

  • Master Change Request List – PDF (103 KB, 5 pages) – July 5, 2012

To obtain a copy of a specific Change Request, email projectdelivery@dir.texas.gov.

 

Master Change Request Quick Reference
Change Request ID Short Description CAB Action CAB Action Date Originator Agency Originator Name Impact Area
68 Modify templates to specify MM/DD/YY format for dates     Legislative Budget Board Richard Corbell

Business Case, Statewide Impact Analysis, Project Charter, Project Plan, Project Plan Supplemental Tools, Monitoring Report, Acquisition Plan, Contract Amendment and Change Order Approval, Acceptance to Deploy, Project Closeout Report, Post-Implementation Review of Business Outcomes, Review Gate Approvals
67 Modify Monitoring Report template for ability to include Agency Personnel Services and Agency Personnel Fringe Benefits     Legislative Budget Board Richard Corbell Monitoring Report
66 Clarify guidance on deliverable signature requirements.     Legislative Budget Board Richard Corbel Statewide Impact Analysis, Project Plan, Post-Implementation Review of Business Outcomes, Monitoring Report, Framework Guidance, Contract Amendment and Change Order Approval, Business Case, Acquisition Plan
65 Guiding Principle 5 indicates that a future release of the Framework will provide a cross-reference of content among the various Framework tools.     Department of Information Resources Roslyn Hotard Framework Guidance, Framework Other - Web
64 Create and add a glossary of terms to the Project Financial Life Cycle (PFLC) Extension identifying many of the financial and budget terms used in the Extension. Recommend 2/15/2012 Department of Aging and Disability Services Tom Jenkinson Framework Other - PFLC Extension
63 Amend the Framework to include a detailed description of how continuous process improvement is achieved within the project lifecycle. Reject   Texas Comptroller of Public Accounts Richard Dachowski Project Closeout, Post-Implementation Review of Business Outcomes, Framework Guidance, Review Gate Approval, Statewide Impact Analysis, Monitoring Report, Project Plan
62 Project Plan submission files submitted to state-level entities often do not meet requirements specified in the Framework guidance.     Department of Information Resources Roslyn Hotard Framework Guidance, Project Plan
61 Align fields in the Business Case Workbook and among the Business Case Workbook and the Post-Implementation Review of Business Outcomes (related to Change Request 54). Recommend with modifications   Texas Health and Human Services Commission Teri Augustine Framework Other - Web, Guidance, Statewide Impact Analysis, Business Case, Post-Implementation Review of Business Outcomes
60 The Business Case Model and the Workbook Model provided on the DIR website uses an out of date version of the Workbook template. Withdrew On 2/3/2010 Texas Health and Human Services Commission Teri Augustine Business Case, Framework Other - All
59 The Business Case Model and the Workbook Model do not align with the current Business Case Instructions. Withdrew On 2/3/2010 Texas Health and Human Services Commission Teri Augustine Framework Other - All, Business Case
58 Although the Business Case implies that in some cases the qualitative factors can provide the foundation for justifying the project, there is not clarification on how QAT includes the non-monetary factors into the project approval process. Reject   Department of Motor Vehicles Theol Jackman Business Case
57 The current Business Case Workbook (BCW) does not provide the total project cost separately from the total project life cycle cost. Recommend with modifications   Department of Motor Vehicles Theol Jackman Business Case, Statewide Impact Analysis, Post-Implementation Review of Business Outcomes
56 The Acquisition Plan webpage, instructions, and template do not clearly and consistently state which types of acquisitions require use of the Plan. Recommend   Health and Human Services Commission Sara Hill Acquisition Plan, Framework Other - Web
55 Modify Framework templates (Business Case and SIA) to include fields for historical ITD numbers Recommend with modifications   Texas Health and Human Services Commission Teri Augustine Statewide Impact Analysis, Business Case
54 Modify the Business Case Workbook to calculate the cost of a project from initiation through implementation separately from the cost of product maintenance and operations Recommend with modifications   Texas Health and Human Services Commission Teri Augustine Statewide Impact Analysis, Post-Implementation Review of Business Outcomes, Business Case
53 Provide the ability to implement changes to dynamic content without triggering use of formal release and configuration management processes.     Department of Information Resources Rose Wheeler Framework Other - Web, Framework Guidance
52 Provide the ability to quickly scan and access a list of available Framework tools. Defer Until 1/29/2010 Texas Department of State Health Services William Hanna Framework Other - Web, Framework Guidance
51 Revise Framework guidance to indicate that the Contract Advisory Team (CAT) contact designated by the Comptroller of Public Accounts (CPA) is Mark KasPar.     Comptroller of Public Accounts Mark KasPar Framework Other - Web, Framework Guidance
50 Revise Framework guidance to reflect legislative changes adopted in the 81st Legislature Regular Session (2009)     Department of Information Resources Rose Wheeler Framework Other - Web, Framework Guidance
49 Framework guidance for when submission of the Monitoring Report ends is unclear, and is also inconsistent with the Quality Assurance Team (QAT) guidance.     Department of State Health Services Suzanne Carter Monitoring Report
48 Do not require Agency Head approval signature on the Review Gate Approval documents. Recommend with modifications   Texas Department of Transportation Karen VanHooser Review Gate Approval
47 Inability to copy the financial information from the Business Case Workbook into the Business Case Word document because the Workbook is password protected Recommend   Office of the Attorney General Scott McKenzie Business Case
46 Submission requirements for the Framework Contract Amendment and Change Order Approval deliverable are inconsistent in the Framework guidance and Quality Assurance Team (QAT) guidance. Recommend   Leg Budget Board for the Quality Assurance Team Richard Corbell Framework Guidance, Framework Other - Web, Contract Amendment and Change Order Approval
45 Lack of clarity in Post-Implementation Review of Business Outcomes Instructions - Section 3.1.2 Recommend with modifications   Department of Information Resources Rose Wheeler Post-Implementation Review of Business Outcomes
44 The business problem is the Framework guidance does not clearly convey information regarding applicability of the Framework to major information resources projects, regardless of the funding source.     Department of Information Resources Rose Wheeler Framework Guidance, Framework Other - Web
43 Inaccurate statement made within the solicitation and Contracting Review Gate web page. Recommend   Texas Health and Human Services Commission Don McGrew Framework Other - Web
42 Clarify expected content of section 1.1 in order to provide guidance and examples. Recommend   Department of Information Resources Roslyn Hotard Configuration Management Plan
41 The desired outcome is to ensure the Framework guidance and tools convey the most accurate and up-to-date information possible.     Department of Information Resources Rose Wheeler Risk Management Plan, Framework Guidance, Business Case
40 Revise Framework guidance and tools as necessary to replace references to the word document with references to tool or deliverable.     Department of Information Resources Rose Wheeler Framework Guidance, Project Plan
39 No business problem exists. The desired outcome is to revise Framework guidance to reflect the legislative change referenced in House Bill 3560 relating to transferring to the Comptrolller of Public Accounts (CPA) the duties of TBPC that do not primariily concern state facilities. The agency name "TBPC" must be changed to "CPA."     Department of Information Resources Roslyn Hotard Risk Management Plan, Acceptance to Deploy, Acquisition Plan, Business Case, Communication Management Plan, Framework Guidance, Contract Amendment and Change Order Approval, Review Gate Approval, Performance Management Plan, Post-Implementation Review of Business Outcomes, Statewide Impact Analysis, Project Closeout, Framework Other - Web, Project Charter, Project Plan, Configuration Management Plan
38 Merge four of the Supplemental Tools into the Project Plan tool including the Risk, Communication, Configuration and Performance Plans. Recommend   TWC, HHSC, CPA Leslie Howes, Don McGrew, Cindy Gray Supplemental Tool - Project Plan, Framework Other - Web, Risk Management Plan, Configuration Management Plan, Project Plan, Communication Management Plan, Performance Management Plan, Framework Guidance
37 Revise Framework guidance to reflect legislative changes adopted in the 80th Legislature Regular Session (2007). Recommend   Department of Information Resources Rose Wheeler Statewide Impact Analysis, Business Case, Acquisition Plan, Framework Other - Web, Project Plan, Framework Guidance
36 Streamline and clarify guidance for the Business Case when possible. Recommend   Department of Information Resources Rose Wheeler Business Case
35 Combine the 4 sub-plans into the main project plan, combine redundant sections such as glossaries, and landscape selected tables in appendices to allow all information about a single item on one row. Reject   Texas Workforce Commission Leslie Howes Project Plan, Performance Management Plan, Communication Management Plan, Configuration Management Plan, Risk Management Plan, Framework Other - Web, Framework Guidance
34 Beginning of each template: In item 4, provide direction about whether the abbreviated instructions are to be deleted. In item 5, it says to update page numbers only; however, the desired method still leaves incorrect page numbers Recommend   Texas Workforce Commission Leslie Howes Framework Extension - SDLC, Communication Management Plan, Configuration Management Plan, Performance Management Plan, Supplemental Tool - Project Plan, Contract Amendment and Change Order Approval, Risk Management Plan, Acceptance to Deploy, Monitoring Report, Supplemental Tool - Risk Management Plan, Framework Guidance, Project Plan, Acquisition Plan, Review Gate Approval, Business Case, Framework Other - Web, Statewide Impact Analysis, Project Closeout, Project Charter, Post-Implementation Review of Business Outcomes
33 Recommend making references to law and policy that supports the Framework a hyperlink for easy reference. Recommend   Texas Workforce Commission Leslie Howes Framework Guidance, Framework Other - Web
32 Business Case Workbook, Cost Analysis and Cost-Benefit Summary sheets 1. Separate one-time from recurring costs in the detail and the summary. 2. Provide an additional column for the one-time costs to include the corresponding amount for each item that is included in the project's Information Technology Detail (ITD) for the LAR and BOP. Recommend   Texas Workforce Commission Leslie Howes Business Case, Framework Guidance
31 Risk Management Checklist asks if funding is set aside, suggesting its part of Management Reserve. Costs allocated to risk managmeent are contingency reserves and part of the budget. Recommend   Texas Health and Human Services Commission John C. Smith Supplemental Tool - Risk Management Plan
30 Supplemental Documents - consider adding a sign-off page to the supplemental documents. Reject   Texas Health and Human Services Commission John C. Smith Supplemental Tool - Project Plan, Supplemental Tool - Risk Management Plan
29 1.3 Performance Objectives - Recommend swapping the order of 1.3 Performance Objectives with 1.2 Roles Definition. Completing the roles definition needs the performance objectives identified first for inclusion into the matrix. Recommend   Texas Health and Human Services Commission John C. Smith Performance Management Plan
28 3.2.1 Risk Items and 3.2.2 Risk Status - An explanation of the available tools should be in a separate paragraph. Recommend   Texas Health and Human Services Commission John C. Smith Risk Management Plan
27 3.4 Work Activities - Recommend developing the WBS and WBS Dictionary in a separate document and referencing here. Recommend   Texas Health and Human Services Commission John C. Smith Project Plan
26 3.3 Estimation Methods and Estimates - Recommend changing the estimate recommendation to be closer to a generally accepted (PMI) definitive range. Recommend   Texas Health and Human Services Commission John C. Smith Project Plan
25 2.2 External Interfaces. The table only provides columns for the organization name and the person. Provide a column for a description of the relationship or purpose of the organization. Recommend   Texas Health and Human Services Commission John C. Smith Project Plan
24 Recommend using a simple risk table with the possible headings of: Risk/Trigger/Mitigation while expanding the instructions. Reject   Texas Health and Human Services Commission John C. Smith Monitoring Report
23 QAT - 2.1 Project Cost - Provide a space for Current Amount Encumbered. Reject   Texas Health and Human Services Commission John C. Smith Monitoring Report
22 QAT Template - General Information - Consider adding a field for reporting frequency, e.g. quarterly, monthly, and add a field for the due date of the document. Reject   Texas Health and Human Services Commission John C. Smith Monitoring Report
21 QAT Monitoring Report - The cover sheet has a place for signatures. Add key stakeholder titles to the signature block. Reject   Texas Health and Human Services Commission John C. Smith Monitoring Report
20 Introduction - Recommend providing a section delineating project objectives. Reject   Texas Health and Human Services Commission John C. Smith Monitoring Report
19 Business Case Worksheet - Overall (section) - Require explanations for evaluation factor extremes with the ratings of both 1 or 5. Reject   Texas Health and Human Services Commission John C. Smith Framework Other - Business Case Worksheet, Business Case
18 8.0 Revision History - Change the document title from "Name" to "Name of Preparer" or some other more descriptive heading. Reject   Texas Health and Human Services Commission John C. Smith Business Case
17 6.1 Methodology - Add the concept of prioritization to the project selection. Reject   Texas Health and Human Services Commission John C. Smith Business Case
16 5.4 Financial Analysis - The instructions do not map directly to the template. Develop a one-to-one correlation from the instructions to the template. Recommend   Texas Health and Human Services Commission John C. Smith Business Case
15 5.1 Statutory Fulfillment - The table in the template does not suggest the level of detail shown in the instructions. Recommend   Texas Health and Human Services Commission John C. Smith Business Case
14 5. Project Evaluation - Indicate in the business case template and instructions this data is associated with the business case detailed data found in the worksheet. Recommend   Texas Health and Human Services Commission John C. Smith Business Case
13 4.3 Performance Metrics - Redesign the table in the template to help develop metrics while providing more instructions in the template. Recommend   Texas Health and Human Services Commission John C. Smith Business Case
12 4.2 Goals and Objectives - Clarify instructions in the template - provide more detail while in the template while referring to the instruction section for good examples. Reject   Texas Health and Human Services Commission John C. Smith Business Case
11 3.3 Current Technology Environment - Add to the instructions - for example, when saying "provide brief description" define 'brief' and 'description' while providing examples for each of the areas in the template. Reject   Texas Health and Human Services Commission John C. Smith Business Case
10 2.2 Business Case Team Members. Create a more comprehensive table format which would drive completing the requisite information. Recommend   Health and Human Services Commission John C. Smith Business Case
9 The CAB Change Request Form - enable the spell checker allowing the development of correctly spelled documents Reject   Texas Health and Human Services Commission John C. Smith Framework Other - CAB Change Request Form
8 Business Case Template - Cost Analysis Tab (P14 Section) - Add Accessibility estimation cell (similar to Disaster Recovery). Recommend   Texas Health and Human Services Commission John C. Smith Business Case
7 Project Plan Template - 5.2 Quality Standards: Recommend expanding section to include additional PM best practice standards. Recommend   Texas Health and Human Services Commission John C. Smith Communication Management Plan, Business Case, Risk Management Plan, Acquisition Plan, Project Charter, Project Plan
6 Remove the words Framework Tool from the Framework Quick Reference heading. Recommend   Department of Information Resources Roslyn Hotard Framework Guidance
5 Having a version and revision date on the Monitoring Report serves no purpose. Reporting period should be used instead Recommend   Texas Workforce Commission Jeanette Bradfield Monitoring Report
4 Revise the Version History introductory text in all Framework Instruction tools. Remove reference to "including a glossary." Change the word "document" to "tool", where applicable. Match text to text in SDLC tools Recommend   Department of Information Resources Rose Wheeler Acquisition Plan, Contract Amendment and Change Order Approval, Business Case, Risk Management Plan, Project Charter, Project Plan, Communication Management Plan, Review Gate Approval, Configuration Management Plan, Statewide Impact Analysis, Acceptance to Deploy, Project Closeout, Post-Implementation Review of Business Outcomes, Monitoring Report, Performance Management Plan
3 Identify statutory references in the Submission Requirements Timeline Description for project approval and other similar activities Recommend   Texas Department of Transportation Karen Van Hooser Test Plan
2 Indicate in the Framework Quick Reference that the Acquisition Plan is referenced in statute as the Procurement Plan. Recommend   Texas Department of Transportation Karen Van Hooser Framework Guidance
1 Have a one click button to download all the Framework tools - handbook, instructions, templates, worksheets and examples. Reject   Texas Health and Human Services Commission Sherri Conner Business Case, Framework Other - Web