Acquisition Strategy
(Template)
EI Toolkit Template Updated: Version 2.0 November 2003
EITK0304
ACQUISITION STRATEGY TEMPLATE
TABLE OF CONTENTS
1. Introduction & Background ..................................................................................................... 3 2. Document Purpose ................................................................................................................... 3 3. Key Concepts for Acquisition .................................................................................................. 3 4. Program Overview ................................................................................................................... 3 5. Program Scope & Considerations ............................................................................................ 4 6. Acquisition Program Structure ................................................................................................. 5 7. Acquisition Process Flow ......................................................................................................... 5 8. Acquisition & Contracting Approach ...................................................................................... 5 9. Contracting Approach .............................................................................................................. 6 10. 11. 12. 13. Program Management ........................................................................................................... 6 Risk Management ................................................................................................................. 6 Approval Checkpoints and Process ...................................................................................... 6 Acquisition Cost Summary ................................................................................................... 7
ATTACHMENT XX: KEY TERMS AND DEFINITIONS ......................................................... 8
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ACQUISITION STRATEGY TEMPLATE
Primary Contact Information [Entity Name] [Address] Phone: Fax:
Key Contacts [Name, Title ,Contact Info]
Contract Officer [Name, title, contact information]
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ACQUISITION STRATEGY TEMPLATE
Program Acquisition Strategy Signature Page
Program Manager I recommend approval of the Acquisition Strategy.
______________________________________ [NAME] Program Manager, ____________
___________________________ date
Program Executive Officer I concur with the Acquisition Strategy.
______________________________________ [NAME] Program Executive Officer, ____________
___________________________ date
Chief Information Officer I concur with the Acquisition Strategy.
______________________________________ [NAME] Chief Information Officer, ____________________
___________________________ date
Acquisition Executive I concur with the Acquisition Strategy. ______________________________________ [NAME] Acquisition Executive ___________________________ date
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ACQUISITION STRATEGY TEMPLATE
1. Introduction & Background
[Summarize work completed to date in the Initiation Phase, including the development of a Project Needs Document, Business Case, Requirements and Analysis of Alternatives performed to date. Show connection between this Acquisition Strategy and the Project Charter]
2. Document Purpose
The purpose of this Acquisition Strategy is to describe how the [PROGRAM] acquisition will be executed. This Acquisition Strategy is to be updated through an iterative process to ensure the document reflects the current state of the Program. It also reflects the [PROGRAM’S] tailored approach to the execution of DoD acquisition program requirements.
3. Key Concepts for Acquisition
The [PROGRAM] Acquisition Strategy reflects that the [PROGRAM] is innovative and utilizes best practices in the following aspects: Commercial Market Research / Use of Industry Analyst to Guide Acquisition Process Commercial Business Practice Adoption / COTS Package Enabled Business Process Reengineering Metrics Baseline and Desired Results Modular Acquisition Performance-based Contracting Systems Integrator Involvement Outsourcing Design & Implementation Services Tailored Acquisition Process
4. Program Overview
[Give a high-level summary of the project and the reason/problem this acquisition will address. Reference Project Needs Statement] Measurable results/outcomes [or Products and Services] to be acquired 1) 2) 3) 4)
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ACQUISITION STRATEGY TEMPLATE
SAMPLE PRODUCTS AND SERVICES LIST THIRD PARTY EXPERTISE IN SETTING BASELINE AND GOAL BUSINESS METRICS COTS ERP LICENSED SOFTWARE PRODUCT AND MAINTENANCE & SUPPORT SERVICE APPLICATION HOSTING SERVICES FOR COTS ERP SOFTWARE SYSTEMS INTEGRATION SERVICES FOLLOWING PROVEN IMPLEMENTATION METHODOLOGY FOR COTS ERP SOFTWARE PACKAGE INDEPENDENT THIRD PARTY INDUSTRY ANALYST SUPPORT SERVICES INDEPENDENT THIRD PARTY RISK MANAGEMENT SERVICES HARDWARE NETWORKING, CABLING AND OTHER WIRING TELECOMMUNUICATIONS SERVICES
5. Program Scope & Considerations
Program Scope Requirements [Mention at a very high-level each set of requirements: functional, technical, security, training, etc.. Reference Requirements Document.] Organizational (to whom will the solution apply, numbers of users) Geographic (Locations for implementation)
Program Considerations Enterprise Architecture [Define how this program will support your organization’s enterprise architecture and will ensure alignment with the DoD-wide logistics architecture.] Open Systems Interoperability Information Assurance
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ACQUISITION STRATEGY TEMPLATE
6. Acquisition Program Structure
The [Insert Program Name] will utilize the Enterprise Integration Toolkit, which includes a step-by-step Roadmap to guide the acquisition process. The EI Toolkit can be accessed over the web at http://deskbook.dau.mil
7. Acquisition Process Flow
COTS ERP Software License and Maintenance Path Preparation Define Mid-Level Requirements RFP/RFQ Development Vendor Evaluation Finalize Software License and Maintenance Agreements Approval to Award Award Systems Integration Services Acquisition Path Preparation RFP/RFQ Development Vendor Evaluation Finalize Systems Integration Services Master Agreement and Task Orders Approval to Award Award
8. Acquisition & Contracting Approach
Acquisition Approach [Most COTS ERP programs will use an Evolutionary acquisition approach. Evolutionary meaning fielding an operational and supportable system with initial capability, in as short a time as possible, with the explicit intent of delivering improved or updated capability in the future. Provide a high level description of your functionality releases along with a diagram.] [Sample Diagram]
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ACQUISITION STRATEGY TEMPLATE
O perations & S ustainm ent
In crem ent 1 O pe ratio ns & S us ta inm en t
Inc rem ent 2
Increm ent 3
Inc rem ent 4 T im e
C onc ept D e velo pm ent
B as eline D evelopm e nt
F ielding
F e edbac k (notional)
9. Contracting Approach
[Provide a high level summary of the contractual documents and approach to be utilized.] Contracts Planned Contract Type Contract Incentives Contract Performance Management
10. Program Management
[Give high-level summary of PM methodology. Reference Project Charter]
11. Risk Management
[Give high-level summary of Risk Management. Reference Project Charter]
12. Approval Checkpoints and Process
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ACQUISITION STRATEGY TEMPLATE
13. Acquisition Cost Summary
2003 2004 2005 2006
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ACQUISITION STRATEGY TEMPLATE
ATTACHMENT XX: KEY TERMS AND DEFINITIONS
ASP (Application Service Provider) or AO (Application Outsourcing) A type of outsourcing where the software application is hosted and maintained by a third party service provider.
CRM (Customer Relationship Management) CRM refers to enterprise-wide software applications that allow companies to manage every aspect of their relationship with a customer. The purpose of these systems is to assist in building lasting customer relationships – to turn customer satisfaction into customer loyalty. CRM covers an array of functions intended to facilitate interaction between companies and current or prospective customers. These applications include sales-force automation tools such as contact managers; sales configurators, which let customers choose form a series of options that lets them design their own products; automated call-center applications that provide phone operators with detailed information on previous customer contacts; service-desk applications, and others. ERP (Enterprise Resource Planning) Software systems designed to support and automate key operational processes. This may include manufacturing, distribution, personnel, project management, payroll and financials. ERP systems are accounting-oriented information systems for identifying and planning the enterprise-wide resources needed to take, make, distribute, and account for customer orders. ERP systems were originally extensions of MRP II systems, but have since widened their scope. An ERP system differs from the typical MRP II system in technical requirements such as relational database, use of object oriented programming language, and computer aided software-engineering tools in development, client/server architecture, and open system portability. ESV (Enterprise Software Vendor)
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ACQUISITION STRATEGY TEMPLATE
This term refers to a company that develops software products that impact processes across an entire company. IA (Information Assurance) Measures that protect and defend information and information systems by ensuring their availability, integrity, authentication, confidentiality, and non-repudiation. This includes providing for restoration of information systems by incorporating protection, detection, and reaction capabilities. IT (Information Technology) Information Technology (IT) encompasses the design, construction, deployment, and operation of software applications. This includes services that create, integrate, and maintain software applications and systems. Project Audit Portal A secure web site used to automate the underwriting and loss control process and communicate among all project stakeholders in an IT project. ROI Return on Investment is an amount earned on a company’s capital investment expresses as a percentage and calculated by dividing total capital into earnings from the investment. Additionally, earnings may be achieved from a reduction in costs. Scalable / Scalability The act of systematically and broadly expanding a business process across an operation or an industry. Systems Integrator (SI) A firm that specialized in the design, construction, deployment, and operation of software applications and systems.
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