Investment Management

A technology investment is defined as:

The commitment of resources to any product or service that consists of, or relies upon, information technology to capture, process, store, share or otherwise manipulate data that is managed by a state entity.

The Enterprise Portfolio Management Office (EPMO) has established an Investment Management practice to support agencies during their Planning and Initiation activities, up to and including procurement and contracting.

PIN – A Planned Investment Notification (formerly the Agency Project Request or APR) begins the conversation with agencies during their Planning and Initiation activities and places the investment into the state's technology portfolio. A PIN should be completed for all technology investments with a five-year total cost of ownership (TCO) of $500,000 or more. Simply send an email to, and you will receive a link to enter your information.

Business Case Development – GTA has resources and templates to assist in the development of business cases for new technology initiatives. The Accountability, Change Management and Process Improvement Act of 2016 (HB 676) requires business cases to be submitted along with requests for funding to the Office of Planning and Budget (OPB). Business cases should be sent to for initial review as soon as they are completed.

Procurement Support – The EPMO works very closely with the State Procurement Office at the Department of Administrative Services to support agency investments during procurement planning and execution. State Standard SM-14-008 and Guideline GM-14-011 provide background and instructions for obtaining an endorsement from GTA for technology procurements.

Governance Maturity – Program/project governance is critical to ensure that the business obtains the benefits desired from any technology product or service. Advisory resources and templates are available to help agencies develop an appropriate governance model for their investment.

Organizational Change Management – Organizational change management is a structured approach to ensure that changes are implemented smoothly and successfully to achieve lasting benefits. The Accountability, Change Management and Process Improvement Act recognizes the importance of focusing on the "people side of change" when implementing large technology initiatives. The EPMO provides access to resources and training.