IIS Procurement Toolkit

Module 1	Planning	Unit 1 Introduction to planning	Unit 2 Determining need	Unit 3 Researching procurement options	Unit 4 Assembling the acquisition team	Unit 5 Documenting requirements
Module 2	Solicitation	Unit 1 Introduction to solicitation documents	Unit 2 Introduction to performance work statements	Unit 3 Creating a performance work statement	Unit 4 Finalizing the performance work statement	Unit 5 Publishing
Module 3	Contracting	Unit 1 Introduction to contracting	Unit 2 Evaluating the response	Unit 3 Drafting the contract	Unit 4 Negotiating the contract	Unit 5 Executing the contract
Module 4	Additional resources	Unit 1 Glossary	Unit 2 AIRA resources	Unit 3 GSA publications	Unit 4 Public Contracting Institute resources	Unit 5 PHII resources	Unit 6 NASCIO publications
Module 5	All toolkit downloads	Unit 1 Downloads

A guide to navigating the process of procuring IT solutions and services

Information technology procurements are often complex, both technically and legally, and require thoughtful planning and plenty of lead time. The guidance in this toolkit can help immunization information systems (IIS) and immunization programs avoid what could be frustrating, time-consuming and even costly missteps. The purpose of this toolkit is to support IIS teams in attaining their performance and sustainability goals through adhering to best practices in the procurement process.

This toolkit relates to both procuring software (e.g., migrating to a new IIS platform or acquiring a new or replacement module) and obtaining technical services (e.g., obtaining or renewing maintenance and service contracts). The guidance provides a deep-dive into the three phases of a procurement process: planning for the process; solicitation of proposals; and contracting with the selected vendor.