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
Objective
Agencies identify path (Centralized Service, Marketplace, Alternative), review capabilities, confirm fit
View Lessons LearnedRecommended Best Practices
In designated management functions (e.g. Financial Management, Grants Management, Human Resources, Cybersecurity):
-
Customer
Draft Request for Proposal (RFP) for Phase 3 with optional tasks for Phases 4 and 5.
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Customer
Refer to Task Order Guidance in Designated Areas
• Grants Management Agency Acquisition Guide • Financial Management Acquisition Process -
Shared
Select provider, negotiate, and finalize Agreement
customerprovider
2.1 Lessons Learned
- Consider referencing Playbook in the contract and IAA to manage project risks
- Use previously developed understanding of the target state to populate the Business Needs Workbook
- Use the Business Needs Workbook to guide due diligence on provider’s ability to meet the standfards based requirements Federal Integrated Business Framework (FIBF) on which the customer’s environment is based
Stakeholders
Recommended stakeholders, inputs, & outputs may vary by implementation; however, agencies that contributed to this Playbook reported these factors as increasing the likelihood of success.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)
