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

2.2 Update Life Cycle Cost Estimate (LCCE)

2.1 Select Provider for Engagement

Program Management

Task Activities

Filter Responsible Roles:

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
Customer

Complete Business Needs Workbook on requested services
Provider

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

Develop the Implementation Approach, proposed schedule, and cost estimate

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

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
Shared

Issue RFP, assess responses and select provider

customer

qsmo
Shared

Select provider, negotiate, finalize, and sign Provider Agreement

customer

provider

qsmo

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

Customer

Develop a Provider Assessment Report
Shared

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

customer

provider

qsmo
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

Scope of Services
Business Capabilities
Target State Concept of Operations
Business Needs Workbook
Acquisition Strategy
Quality Assurance Surveillance Plan (QASP)

Outputs

Business Needs Workbook
Implementation Approach/Schedule
Cost Estimates
Investment Action Plan (if applicable)
Provider Assessment Report (Federal Only)
Provider Agreement (IAA, if Federal )
Request for Proposal (RFP) (Commercial Only)

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