Form IT-0003 "Information Technology Procurement Plan (Standard)" - California

What Is Form IT-0003?

This is a legal form that was released by the California Department of Transportation - a government authority operating within California. As of today, no separate filing guidelines for the form are provided by the issuing department.

Form Details:

  • Released on February 22, 2008;
  • The latest edition provided by the California Department of Transportation;
  • Easy to use and ready to print;
  • Quick to customize;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a fillable version of Form IT-0003 by clicking the link below or browse more documents and templates provided by the California Department of Transportation.

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Download Form IT-0003 "Information Technology Procurement Plan (Standard)" - California

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Page 1 of 9
STATE OF CALIFORNIA • DEPARTMENT OF TRANSPORTATION
INFORMATION TECHNOLOGY PROCUREMENT PLAN (STANDARD)
IT-0003 (NEW 2/22/2008)
To ensure that IT Purchases are consistent with State policies and the Agency Information Management Strategy (AIMS)
it is mandatory that the information technology procurement plan (ITPP) be filled out for:
all IT purchases over $100,000.
all RFP's regardless of dollar value.
all projects that have been assessed as high risk by DOF.
This form also satisfies the requirements for the Desktop Mobile Computing Policy (DMCP); therefore the IT Justification
does not need to be filled out.
Note to Preparer: Please answer all questions. If a question is not applicable to your purchase write N/A next to
the question. The information technology procurement plan (ITPP) content will be scalable based on the acquisition,
considering such factors as project urgency, estimated dollar value, mission criticality, complexity, and project history.
Less complex, lower dollar acquisitions will normally not require the level of detail that would be required for a major
project.
When submitting the ITPP to DGS Procurement Division (PD), include a cover letter that identifies all associated
documentation accompanying the ITPP (e.g., Department of Finance (DOF) approval letter, FSR, SPR). Also, include a
statement regarding whether the nature of any anticipated solicitation requirements are considered sensitive.
I.
Department
Agency Name:
Department of Transportation
Contact
Project Name:
Information
Purchase Request No.:
DOF Project No.:
Contact Name:
Title:
Office:
Address:
Agency Bill Code for this Project:
Phone Number:
E-mail Address:
Chief Information Officer (CIO) Name:
(Or highest ranking official if no CIO)
Chief Information Officer (CIO)
Signature:
Phone Number:
Continued on next page
Page 1 of 9
STATE OF CALIFORNIA • DEPARTMENT OF TRANSPORTATION
INFORMATION TECHNOLOGY PROCUREMENT PLAN (STANDARD)
IT-0003 (NEW 2/22/2008)
To ensure that IT Purchases are consistent with State policies and the Agency Information Management Strategy (AIMS)
it is mandatory that the information technology procurement plan (ITPP) be filled out for:
all IT purchases over $100,000.
all RFP's regardless of dollar value.
all projects that have been assessed as high risk by DOF.
This form also satisfies the requirements for the Desktop Mobile Computing Policy (DMCP); therefore the IT Justification
does not need to be filled out.
Note to Preparer: Please answer all questions. If a question is not applicable to your purchase write N/A next to
the question. The information technology procurement plan (ITPP) content will be scalable based on the acquisition,
considering such factors as project urgency, estimated dollar value, mission criticality, complexity, and project history.
Less complex, lower dollar acquisitions will normally not require the level of detail that would be required for a major
project.
When submitting the ITPP to DGS Procurement Division (PD), include a cover letter that identifies all associated
documentation accompanying the ITPP (e.g., Department of Finance (DOF) approval letter, FSR, SPR). Also, include a
statement regarding whether the nature of any anticipated solicitation requirements are considered sensitive.
I.
Department
Agency Name:
Department of Transportation
Contact
Project Name:
Information
Purchase Request No.:
DOF Project No.:
Contact Name:
Title:
Office:
Address:
Agency Bill Code for this Project:
Phone Number:
E-mail Address:
Chief Information Officer (CIO) Name:
(Or highest ranking official if no CIO)
Chief Information Officer (CIO)
Signature:
Phone Number:
Continued on next page
Page 2 of 9
INFORMATION TECHNOLOGY PROCUREMENT PLAN (STANDARD) (Continued)
IT-0003 (NEW 2/22/2008)
II.
Description of
Include the following in the description of the project:
Project
A. Briefly describe the item being purchased, the business function(s) or process the item will
support, and explain how the item will be used.
B.
Identify pertinent information regarding authority (e.g., delegated DOF project authority level, PD
delegated purchasing authority level/type).
C. When personal services are sought, include a justification pursuant to Government Code section
19130.
D. Indicate whether the project requires commercial-off-the-shelf (COTS), modified-off-the-shelf
(MOTS), or custom software development. Estimate the percentage of each.
E. If laptops are being purchased, is approved encryption software (Guardian Edge) being
purchased? If not, please explain.
Page 3 of 9
INFORMATION TECHNOLOGY PROCUREMENT PLAN (STANDARD) (Continued)
IT-0003 (NEW 2/22/2008)
F. Indicate whether the project requires integration or whether the project is a stand-alone system
with minimal integration.
G. Briefly describe the implementation plan.
H. Briefly describe the system maintenance strategy.
I.
If purchasing a SERVER, please identify the system administrator and who is responsible for
support.
J. List any special hardware devices or equipment this system must interface or "connect to" and/or
whether the project involves State databases and/or legacy systems.
K. Indicate whether the project uses an existing State Data center or another site.
Page 4 of 9
INFORMATION TECHNOLOGY PROCUREMENT PLAN (STANDARD) (Continued)
IT-0003 (NEW 2/22/2008)
L. Briefly describe background and contracting history, i.e. previous purchase and dollar amount,
name(s) of contractors, replacement of equipment associated with previously DOF approved
projects, competitive or non-competitive purchase, etc.
III.
Market
Market research is critical in determining the selection of the appropriate procurement methodology.
Research
The extent of the research depends on such factors as urgency, estimated dollar value, complexity,
and past experience. Briefly describe the extent and results of the market research, documenting:
A. Functional requirements of the product(s)/service(s) to be acquired.
B. The results and effect of market research in formulating the requirements.
C. Prospective sources that can meet the business/project objectives and cost or price estimates
developed.
Continued on next page
Page 5 of 9
INFORMATION TECHNOLOGY PROCUREMENT PLAN (STANDARD) (Continued)
IT-0003 (NEW 2/22/2008)
IV.
Acquisition
The following information should be included in the Acquisition Methodology section:
Methodology
Steps
A. Indicate the acquisition methodology, i.e., competitive bid, Leveraged Procurement Agreement
(LPA), etc. Describe other areas of the acquisition(s) that need to be addressed up front.
B. Indicate estimated development dates, i.e., completion dates for statements of work, technical
requirements, evaluation/assessment factors and values, and solicitation/RFO key action dates,
i.e., solicitation release date and contract award date. Additionally, identify schedule for
obtaining adequate funds, i.e., BCP and any financing (GS $Mart). (Key dates will need to be
filled out in addition to the statement below.)
The key action dates will be updated if factors outside of (Department's Name's) control
delay or change the timeline. In addition, estimated action dates are dependent on the
successful timely completion of preceding steps and are therefore subject to change.
C. Describe the evaluation or assessment approach for the specific acquisition. As applicable for
LPAs, describe best value criteria. If competitive using a value effective approach, describe the
evaluation factors that will be considered. For this situation, PD recommends that cost is at least
50% of the weighted score.
D. Indicate the contract(s) term, including maintenance years.
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