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<h1 class="title-qdfCq7 title titlepage">Process code for software procurement</h1>
<div class="main-frame-qdfCq7">
<div class="content-Da68lG content">
<div class="intro-IQx2Sm">
<div class="titlepage-ulMaRU"><div class="page-title-M5ZExq titlepage">2a. Planning phase</div></div>
<div class="cluster-ulMaRU">
<div class="phaseplanning-Fu5VaN">
<div class="group-148-Pzho89">
<div class="rectangle-11-BeThfx"></div>
<img class="vector-BeThfx vector" src="img/vector-38@2x.png" alt="Vector" />
<img class="vector-4G1luh vector" src="img/vector-39@2x.png" alt="Vector" />
<img class="vector-3vsZm2 vector" src="img/vector-40@2x.png" alt="Vector" />
<img class="group-2-BeThfx group-2" src="img/group-2-10@2x.png" alt="Group 2" />
<div class="ellipse-BeThfx"></div>
<div class="comment-BeThfx comment">
<img class="union-9AQ9Fc union" src="img/union-64@2x.png" alt="Union" />
<div class="rectangle-315-9AQ9Fc rectangle-315"></div>
<div class="rectangle-316-9AQ9Fc rectangle-316"></div>
<div class="rectangle-317-9AQ9Fc rectangle-317"></div>
</div>
<div class="rectangle-315-BeThfx rectangle-315"></div>
<div class="rectangle-316-BeThfx rectangle-316"></div>
<div class="rectangle-317-BeThfx rectangle-317"></div>
<div class="ellipse-4G1luh"></div>
<div class="symbol-dev-BeThfx symbol-dev">
<img class="rectangle-GoBIvA rectangle" src="img/rectangle-6@2x.png" alt="Rectangle" />
<img class="rectangle-OijcIa rectangle" src="img/rectangle-7@2x.png" alt="Rectangle" />
<div class="ellipse-GoBIvA"></div>
</div>
<img class="ellipse-3vsZm2" src="img/ellipse-21@2x.png" alt="Ellipse" />
<img class="ellipse-qBkyBm" src="img/ellipse-22@2x.png" alt="Ellipse" />
<img class="ellipse-X6cz5t" src="img/ellipse-23@2x.png" alt="Ellipse" />
<img class="vector-qBkyBm vector" src="img/vector-41@2x.png" alt="Vector" />
<div class="ellipse-D03NRS"></div>
<img class="group-BeThfx group" src="img/group-7@2x.png" alt="Group" />
<img class="vector-X6cz5t vector" src="img/vector-42@2x.png" alt="Vector" />
<img class="group-4G1luh group" src="img/group-8@2x.png" alt="Group" />
<div class="rectangle-9-BeThfx"></div>
<img class="symbol-dev-4G1luh symbol-dev" src="img/symbol-dev-12@2x.png" alt="symbol-dev" />
<div class="rectangle-10-BeThfx"></div>
<img class="symbol-dev-3vsZm2 symbol-dev" src="img/symbol-dev-13@2x.png" alt="symbol-dev" />
<div class="ellipse-2-BeThfx"></div>
<div class="ellipse-5-BeThfx"></div>
<div class="ellipse-3-BeThfx"></div>
<div class="ellipse-4-BeThfx"></div>
<div class="ellipse-BlptSt"></div>
<img class="vector-3-BeThfx" src="img/vector-3-4@2x.png" alt="Vector 3" />
<img class="vector-5-BeThfx" src="img/vector-5-3@2x.png" alt="Vector 5" />
<img class="vector-4-BeThfx" src="img/vector-4-4@2x.png" alt="Vector 4" />
<div class="ellipse-RabFzi"></div>
<div class="ellipse-QAPpz7"></div>
<div class="ellipse-lXZiUv"></div>
<div class="comment-4G1luh comment">
<img class="union-jt4cKl union" src="img/union-65@2x.png" alt="Union" />
<img class="group-2-jt4cKl group-2" src="img/group-2-11@2x.png" alt="Group 2" />
</div>
</div>
</div>
<div class="flex-container-1483862-Fu5VaN">
<div class="text0-1483862-Gxq1ue body">
<span class="span0-DhGbEL body"
>The previous phase culminated in choosing a strategy for obtaining software—an existing solution </span
><span class="span1-DhGbEL mulish-normal-black-16px">(proprietary or open source)</span
><span class="span2-DhGbEL body"> or a new one </span
><span class="span3-DhGbEL mulish-normal-black-16px">(building in-house or contracting a vendor)</span
><span class="span4-DhGbEL body"
>. You’re here because you either chose to procure existing proprietary software, or contract a
vendor to build custom software—both of which will require you to address the market. <br
/></span>
</div>
<div class="text1-1483862-Gxq1ue body">
<span class="span5-8oqRXR body"
>This second phase is about planning. You’ll articulate a plan and performance criteria in the form
of an RFP that you put out into the market to find a vendor. At the end of this phase, you will have
a solid plan for the software process, and be well on your
</span>
</div>
</div>
</div>
<div class="flex-container-2259843-ulMaRU">
<div class="text0-2259843-gNpqSz body">
<span class="span0-cFNNEx body">way to finding an excellent development partner. <br /></span>
</div>
<div class="text1-2259843-gNpqSz body">
<span class="span1-jxhcED body"
>Writing an RFP is an exciting opportunity to shape a software tool that will help you and your
colleagues do your job better. It is a formal document, with legal and budgetary heft, but also a
design document. It is your opportunity to describe the ideal software, and also the perfect partner,
setting the terms of a productive working relationship. And it is a way of reducing risk and
liability, while ensuring a high-quality end product. The RFP will include criteria for evaluating
vendors—mandatory </span
><span class="span2-jxhcED mulish-normal-black-16px">(“eliminatory” criteria)</span
><span class="span3-jxhcED body"> and non-mandatory </span
><span class="span4-jxhcED mulish-normal-black-16px">(“optional” criteria)</span
><span class="span5-jxhcED body"
>. Optional criteria are a good way to include qualitative goals or values.<br
/></span>
</div>
<div class="text2-2259843-gNpqSz body">
<span class="span6-FdEIgz body"
>It is important for the RFP to reflect agile software development processes. It should describe a
full software package that addresses the original problem statement, but also break the work into
smaller, interoperable modules that can be contracted individually. Using a modular approach not only
helps with continuous deployment and integration, but also reduces risk—if the vendor produces
low-quality work, lags on time, or balloons over budget, you can easily bid subsequent modules to
another vendor.</span
>
</div>
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<div class="title-SGR9bS title mulish-bold-white-16px">1e. Strategic analysis</div>
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<div class="title-1QaKSV title mulish-bold-white-16px">2b. Modularization</div>
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</div>
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<a href="1a-getting-oriented.html">
<article class="navsubsectionv2-TsTnob navsubsectionv2">
<div class="capacity-building body">a. Welcome!</div>
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<div class="b-subsection-name body">b. Capacity-building</div>
</article></a
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<article class="navsubsectionv2-cCcLQz navsubsectionv2">
<div class="c-subsection-name body">c. Discovery research</div>
</article></a
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<article class="navsubsectionv2-Ywd10q navsubsectionv2">
<div class="d-subsection-name body">d. Market research</div>
</article></a
><a href="1e-strategic-analysis.html">
<article class="navsubsectionv2-REEbEU navsubsectionv2">
<div class="capacity-building body">e. Strategic analysis</div>
</article></a
>
</div>
</article>
<article class="navmainv3-6DKd05 navmainv3">
<div class="section-title">
<div class="x1-section-name-IXKROI x1-section-name titlesection-p">2. Planning</div>
</div>
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<a href="2a-planning-phase-introduction.html">
<article class="navsubsectionv2-UVaKoE navsubsectionv2">
<div class="capacity-building body">a. Planning phase</div>
</article></a
><a href="2b-modularization.html">
<article class="navsubsectionv2-DfNkLg navsubsectionv2">
<div class="b-subsection-name body">b. Modularization</div>
</article></a
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<article class="navsubsectionv2-w08yxx navsubsectionv2">
<div class="c-subsection-name body">c. RFP writing</div>
</article></a
>
</div>
</article>
<article class="navmainv3-BqhsBH navmainv3">
<div class="section-title">
<div class="x1-section-name-3euc7M x1-section-name titlesection-p">3. Assessment</div>
</div>
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<a href="3a-assessment-phase.html">
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<div class="capacity-building body">a. Assessment phase</div>
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<div class="b-subsection-name body">b. Vendor interactions</div>
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<div class="c-subsection-name body">c. Bid evaluation</div>
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