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DoD ESI Vendor's Toolkit

November 1, 2017

This Toolkit addresses “how to do business with DoD ESI” from a prospective Vendor’s perspective

Toolkit Contents:
Why do business with DoD ESI?
Who is involved?
What are the DoD ESI processes?
- Pre-award process – Getting an Enterprise Software Agreement (ESA) Awarded
- Post-award process – Roles and Responsibilities
Vendor / DoD ESI Talking Points
DoD ESI Points of Contact

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 Buyer's Guide

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 Maintenance Cost Tracking Guide

Software Maintenance Cost Management Tool (Workbook)

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 2, 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.

Financial Guide for Converting Perpetual Software Licenses to SaaS

Perpetual to SaaS Cost Model Workbook

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.

Launch SaaS Toolkit