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

2.2 Update Life Cycle Cost Estimate for Engagement, Migration, O&M

Objective:

Customers will conduct market research to evaluate the capabilities of potential providers and providers will help determine the fit of a potential customer-provider engagement. The Business Needs Workbook provides common federal services on which the customer environment is based and against which the provider’s services are assessed to determine if they are a good fit.

Phase 2 Guidance

Activities

1. Develop evaluation criteria (C) 2. Complete Business Needs Workbook on requested services (C) 3. Develop statement of work (Business Needs Workbook for Federal, RFI for commercial) (C) 4. Enter into agreement with providers, if Federal, and issue RFI, if commercial (C, P) For Federal: 5.Complete Business Needs Workbook on provided services (P) 6. Develop migration timeline and ROM estimates for Phases 3-5 (P) 7. If decision is to move to a Federal provider, develop provider assessment report (C) 8. Develop, negotiate, and finalize draft IAA for Phase 3 with scope of services, roles and responsibilities, and success metrics (P) For Commercial: 5. Review RFI responses (C) 6. Attend any Industry Days to meet with potential providers (C, P) 7. If decision to move to a commercial provider, draft RFP for Phase 3 with optional tasks for Phase 4 and 5, and review with USSM prior to releasing for commercial providers to respond (C)

Inputs • Scope of Services • Business Capabilities • Target State Concept of Operations Outputs • Business Needs Workbook • Evaluation Criteria • Draft RFI and Responses (Commercial Only) • Implementation Approach/Schedule • Price Estimates for Engagement, Migration, and Operations and Maintenance (O&M) • Provider Assessment Report (Federal Only) • Engagement Phase IAA (Federal Only) • Draft RFP (Commercial Only)

Stakeholders • Executive Sponsor (C) • Business Owner (C) • Program Manager (C, P) • Functional Lead (C, P) • Functional SME (C, P) • Technical Lead/Solution Architect (C, P) • Technical SME (C, P) • Managing Partner/Service Area Sponsor (Service Area)

Best Practice

• Include use of M3 Playbook in the requirements for the contract with the provider and support contractors to better manage 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 Federal Integrated Business Framework (FIBF) common requirements on which the Customer’s environment is based. • Include use of M3 Playbook in the requirements for the contract with the provider and support contractors to better manage project risks.