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M3 Framework Introduction M3 Framework Overview M3 Phase 0 - Assessment M3 Phase 1 - Readiness M3 Phase 2 - Selection M3 Phase 3 - Engagement M3 Phase 4 - Migration M3 Phase 5 - Operations M3 Resources
M3 Playbook > Phase 2: Selection
2.1 Select Provider for Engagement
2.1a Select Provider for Engagement: Authorities & Guidance
Image Map Phase 0: Assessment Phase 1: Readiness Phase 2: Selection Phase 3: Engagement Phase 4: Migration Phase 5: Operations
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 GuidanceResponsible Party - Customer, Provider, Shared
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)

• Initial Scope of Services
• Initial Business Capabilities
• Initial Target State Concept of Operations

• Business Needs Workbook
• Evaluation Criteria
• Draft RFI and Responses (Commercial Only)
• Implementation Approach/Schedule
• Price Estimates for Engagement, Migration, and O&M
• Provider Assessment Report (Federal Only)
• Engagement Phase IAA (Federal Only)
• Draft RFP (Commercial Only)
Stakeholders Update
• Executive Sponsor (C)
• Business Owners (C)
• Program Managers (C, P)
• Functional Lead (C, P)
• Functional SMEs (C, P)
• Technical Lead/Solution Architect (C, P)
• Technical SMEs (C, P)
• Managing Partner/Line of Business Sponsor (Line of Business)

Best Practice
• 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.