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M3 Playbook > Phase 2: Selection > 2.1 Select Provider for Engagement

2.1 Select Provider for Engagement

Program Management

Task Activities

  1. Shared

    Select the proposed path forward within the QSMO Marketplace. Exception: If no marketplace exists or marketplace solutions do not meet the need, proceed to Step 2: Investment Action Plan (IAP) in the Investment Planning Guidance

    customer
    qsmo
  2. Customer

    Complete Business Needs Workbook on requested services

  3. Provider

    Potential providers complete Business Needs Workbook on provided services if not already captured in the QSMO Marketplace

  4. Customer

    Develop the Implementation Approach, proposed schedule, and cost estimate

For Commercial Shared Services Providers (CSSP), follow these additional steps:

  1. Shared

    Draft Request for Proposal (RFP) in accordance with QSMO task order review guidance for M3 Phase 3 with optional tasks for M3 Phases 4 and 5, and review with QSMO prior to releasing for commercial providers to respond

    customer
    qsmo
  2. Shared

    Issue RFP, assess responses and select provider

    customer
    qsmo
  3. Shared

    Select provider, negotiate, finalize, and sign Provider Agreement

    customer
    provider
    qsmo

For Federal Shared Services Providers (FSSP), follow these additional steps:

  1. Customer

    Develop a Provider Assessment Report

  2. Shared

    Select provider and develop, negotiate, and finalize Provider Agreement (Interagency Agreement [IAA])

    customer
    provider
    qsmo
  3. Shared

    Sign Provider Agreement (IAA)

    customer
    provider
    qsmo

2.1 Best Practices

  • Include use of M3 Playbook in the requirements for the contract with the provider and support contractors in managing project risks
  • Use previously developed understanding of the target state to populate the Business Needs Workbook
  • Use the Business Needs Workbook to facilitate due diligence conversations on the provider’s ability to satisfy those the Federal Integrated Business Framework (FIBF) common requirements on which the customer’s environment is based

Stakeholders

Customer

  • Executive Sponsor
  • Business Owner
  • Program Manager
  • Functional Lead
  • Functional SME
  • Technical Lead/Solution Architect
  • Technical SME

Provider

  • Program Manager
  • Functional Lead
  • Functional SME
  • Technical Lead/Solution Architect
  • Technical SME

QSMO

  • QSMO

Inputs

Outputs

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