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14 Guide to Contracting ITS Projects
START Step 1--Make Initial Decisions
Use
outsourc- Now you are ready to get started with the first step of the Decision Model. This first step actu-
ing
process ally involves a series of substeps designed to help make some initial decisions about the funda-
(procure-
ment mental project characteristics that differentiate a system development, a consultant contract, and
package
6 or 7) an outsourcing contract. These subjects have been discussed earlier during the project planning
STEP 1 activities.
INITIAL
DECISIONS
The logic for Step 1, diagrammed in Figure 5, leads to four possible outcomes; one of which
Use Other
consulting services involves moving on to Step 2 of the Decision Model.
process being
(procure- procured.
ment Not
package covered
5) by this
Model. Most system
developments will
STEP 2
Yes
WORK take this path. Start
DISTRIBUTION
Send
individual
projects
through No
the
Decision Does the agency
Model. Does the project
intend to outsource an No
existing activity or include a system
No function? development?
Yes Yes Are traditional
STEP 3 STEP 4 Yes No
DEFINE PROJECT DETERMINE consulting services
CATEGORY(IES) AGENCY being procured?
CAPABILITY LEVEL
STEP 5 Use outsourcing Go To Step Use consulting Other services
SELECT APPLICABLE
SYSTEMS
process (procurement 2 process (procurement being procured.
ENGINEERING package 6 or 7)* package 5)* Not covered by
PROCESS(ES) &
CANDIDATE Decision Model.
PROCUREMENT
PACKAGE(S)
1 2
* Following the identification 3
of a procurement package,
STEP 6 go directly to Step 7 of the
APPLY
DIFFERENTIATORS Decision Model.
Schedule
Constraints
Figure 5. Initial project-planning decision process.
STEP 7
PACKAGE
ASSESSMENT
AND FINAL
SELECTIONS
Three other outcomes to the initial decision process are possible. These outcomes are identi-
fied by the bracketed numerals 1 through 3 in Figure 5 and in the following descriptions.
STEP 8 [1] This outcome indicates you are planning to outsource an existing agency activity or agency
DEFINE CONTRACT
SCOPE AND TERMS
& CONDITIONS
function. Select procurement package 6 or 7 and go directly to Step 7 of the Decision Model
process.
[2] This outcome indicates a focus on the use of traditional consulting procurement processes
END as associated with procurement package 5. Select procurement package 5, and go directly to
Step 7 of the Decision Model process.
[3] This outcome indicates that you are procuring services not addressed by any of the pro-
curement packages covered within this guide. For example, procurement packages specific
to public-private partnership contracts are not covered.