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DoD ESI COTS Software Systems Integration (SI) Toolkit

December 22, 2016

This toolkit contains and provides a means to export best practices and implement standardized processes in the COTS software systems integration services acquisition life-cycle. It provides tools, templates, and methodologies to aid Programs in forming the acquisition team, reviewing current strategies, performing market research, defining requirements, developing and executing an acquisition strategy, and managing performance throughout from contact award through close-out.

This toolkit develops common standards in practices and contracting techniques that will drive greater transparency in acquisition performance, improve data analysis, and leverage private sector and government best practices. It serves as a training clearinghouse and toolbox to enable agile approaches to technology acquisitions that will facilitate continual customer testing of creative contractor ideas.

Software Buyer's Guide

August 18, 2016

This guide was compiled to provide a standardized set of steps to follow when using the ESI contract vehicles. It is not an exhaustive list and should not be the only tool used to determine compliance with DoD acquisition regulations. It is a best practices guide to use as a starting point and not to replace your Procurement Office’s guidance.

Software Maintenance Cost Tracking Guide

May 16, 2016

Due to the significant and increasing costs for annual software maintenance, this Cost Tracking Guide, in combination with its accompanying Excel Workbook, provides the reader a roadmap to identify, manage, and document Software Maintenance spending by capturing data. This information is then analyzed so that spending may be addressed from many different views, with the goal of potentially reducing these costs.

Software License Risk Assessment Tool

March 15, 2016

The DoD ESI Software License Risk Assessment Tool is a tool that was created to help DoD software buyers analyze a seller's proposed license agreement to determine the areas of risk that should be addressed in a negotiation, to initiate and document negotiations with software publishers, and reduce risk of wasteful spending, disruption to Government operations, and vulnerability to lawsuits, claims, and penalties. This tool will also help contracting officers rationalize their positions using objective methods.

For more information and instructions regarding the Software License Risk Assessment Tool, please see our three associated Training Videos, starting with Part 1, at

Financial Guide for Converting Perpetual Software Licenses to Software as a Service (SaaS)

March 02, 2016

This financial guide, complemented by its associated workbook, assists the reader in determining if it makes business sense to convert to Software as a Service (SaaS) or continue to operate under a Perpetual licensing arrangement. The workbook’s methodology provides ways of estimating and comparing the Total Cost of Ownership of future operations under the two scenarios. Additionally, the Toolkit offers approaches for situations where the Publisher/License Grantor has discontinued Perpetual Licensing and is now only offering SaaS/Cloud offerings.

Best Value ToolkitBest Value Toolkit

December 16, 2014

This DoD ESI web-based Best Value Toolkit provides a simple roadmap to guide DoD IT buyers through available ESI resources to ensure they obtain Best Value on behalf of the government for common Commercial-off-the-Shelf (COTS) software acquisition scenarios. It presents commercial best practices combined with DoD ESI's many years of experience in commercial software acquisition in the DoD. It has been designed for use in a variety of situations - use as appropriate and customize its tools to fit your situation.

SaaS ToolkitSoftware as a Service (SaaS) Toolkit

December 16, 2014

Software as a Service (SaaS) is an emerging software delivery model in the commercial industry and government enterprises. In order to educate DoD personnel on the basics of SaaS, DoD ESI developed the SaaS web-based toolkit which contains educational material on the SaaS delivery model, pricing, contracts, and analytical tools for DoD programs, contracts specialists, and interested personnel.

DoD ESI Vendor's Toolkit

January 31, 2014

This Toolkit addresses “how to do business with ESI” as well as policies (i.e., certifications and net-worthiness) appropriate to at least the larger Components. DoD ESI will ensure this Toolkit is kept at a high level to preclude creating a document maintenance problem in terms of policy changes and other details.

Toolkit Contents:
Why do business with ESI?
Who is involved?
What are the ESI processes?
Pre-award process - Getting an ESA Awarded
Post-award process - Roles and Responsibilities
Doing business with major DoD Components
ESI Toolkit Talking Points
Common questions for vendors