20150818AVU to Staff 90 Attachment G.pdf

Approval to Close
Template Version #: Avista Confidential Page 1 of 2
Project Name:
Project Manager:
Clarity Project ID: PR followed by 8 digits
Acctg Project#: 8 digit number – in Clarity this is on the Properties tab, PMO Only menu under Financial Setup
When Execution & Warranty are complete it is recommended that the PM schedule a steering committee meeting to review this
“Approval to Close” document. For some projects submitting this Approval to Close document via Clarity is sufficient.
Once the Steering Committee has approved this document, fill out the Project Information section on of the Project Performance
Report and send to Tammy McKay along with the project Charter and PMP. Tammy will then submit the survey to all people listed in
the “Steering Committee & Stakeholders” field. Tammy will send survey results to the PM and PgM when complete. See the PPR for
further instructions. Delays between completion of the project work and completion of the closing process can have a negative
impact on the Grade of Service score.
1 Key Roles
Fill in the names for each role below.
x Project Sponsor:
x Steering Committee:
x Other Stakeholders:
x Program Manager:
2 Project Manager (if known): Scope Review
Paste the Scope Review section from the Go Live Approval document here and modify as needed.
3 Execution Completion Checklist
Support Team Period Comments
4 Compliance & Controls Review
Indicate below whether there were any tasks identified that were to be completed after go-live approval. If post implementation
developer or delivery team members retained access during warranty, indicate whether access has been removed.
Description Description
Staff_PR_090 Attachment G Page 1 of 2
Approval to Close
Template Version #: Avista Confidential Page 2 of 2
5 Financial Review
Open the project in Clarity, select the Dashboard tab and fill in the table below based on the Financial Summary data in Clarity
(Subtotal row of Actual Column)
Variance $
FERC Allocation of Project Costs
FERC requires the cost of the project to be broken down into fixed asset types for depreciation and asset valuation
purposes. Of the total project cost estimate, break out the costs into the following asset categories**. Note that these
cost breakouts include the amount of effort (equipment, labor, loadings, and professional services) to put the asset into
service.
Accounting Expenditure Type Allocation Estimate Example
(107600) (108000)
Accounting Asset Category
Hardware (FERC Account 391) $10,000 $2,000 $0 $12,000
Communications Equipment (FERC Account 397) $0 $0 $0 $0
Software (FERC Account 303) $2,000 $4,000 $0 $6,000
Estimated Total Cost: 12,000 6,000 $0 $18,000
FERC Definitions
1) Hardware examples: personal computers, printers, physical servers, racks, disk
2) Communication Equipment examples: phones, smart phones, radios, fiber optic cable, copper wire
3) Software examples: commercial off the shelf software purchased, virtual servers, operating system, data base
software.
4) “Removal” is labor, professional service and other misc. costs that are associated with the removal of equipment
that is retired.
GUIDE: The difference between Hardware and Communications Equipment is from an accounting perspective. Any
equipment that facilitates the physical communication between two sites is defined as communications equipment. To
clarify, equipment to ‘distribute’ the communications within a site is defined as hardware, not communications
equipment.
**Please consult with your Program Manager if you have any questions distinguishing Hardware from Communications Equipment in
your project.

Installation
(107600)
Removal
(108000)
Accounting Asset Category
Hardware (FERC Account 391) $0 $0 $0 $0
Communications Equipment (FERC Account 397) $0 $0 $0 $0
Software (FERC Account 303) $0 $0 $0 $0
Estimated Total Cost: $0 $0 $0 $0
Staff_PR_090 Attachment G Page 2 of 2