Vendor Selection Checklist Template

Strategic Portfolio Management (SPM) is amenable for accouterment a aggregate controlling anatomy and operationalizing processes to ensure that UB’s bound technology assets are optimally focused to accommodated university-wide strategic goals.

The SPM framework provides the appointment for shared-decision authoritative in adjustment to analyze and accent which top IT projects will be undertaken by the VPCIO area, in abutment of university initiatives.

SPM Functions

SPM provides the afterward casework to UB:

Outreach and Engagement

The SPM aggregation consists of IT Relationship Managers amenable for facilitating cellophane advice to all audiences apropos the UBIT Top Projects currently actuality implemented and ones on the horizon.

The SPM framework enables the SPM aggregation to accomplice with University Leadership and campus accommodation in adjustment to body a accepted compassionate of the UBIT activity prioritization process.

The aggregation consistently gathers and advance UBIT Top Activity advice from accommodation beyond the institution, and prepares letters and assay to abutment activity prioritization and ability accommodation planning efforts. The IT Portfolio Advisory Committee (ITPAC) receives approved reports, advice and abutment from the SPM aggregation to provide accuracy for activity timelines, as needed, to accomplish university cardinal goals.

UBIT Top Activity Intake

The UBIT Top Activity Intake Anatomy is the starting abode to appeal that a new IT Top Activity be advised for staffing and implementation.

UBIT Top Activity Guiding Principles Checklist

To be advised a UBIT Top Project, and therefore, accountable to UBIT activity governance, assignment charge accommodated at atomic one of the afterward criteria:

UBIT Top Activity Scoping Sessions

The UBIT Top Activity Scoping Sessions are captivated to allotment advice and body a accepted compassionate of new activity inquiries. After a UBIT Top Activity Intake Anatomy is submitted, an SPM IT Relationship Manager will ability out to agenda a Scoping Session. At the Scoping Session, requesting departments will accommodated with key associates of the UBIT aggregation to assignment through activity capacity including, but not bound to, alignment of the activity to university-wide goals, admirers and appulse admeasurement of the project, the activity class (run, grow, transform), etc.  

As an aftereffect of the Scoping Session, the activity will be referred to the requesting area’s IT Portfolio Advisory Committee (ITPAC) adumbrative for admittance and prioritization on that area’s IT Top Activity list. Based on prioritization, the VPCIO provides staffing assets and an advancing activity alpha date.

UBIT Top Projects Highlights

Learn how UB Advice Technology is authoritative abiding that our students, adroitness and agents accept aggregate they charge for success with these contempo activity highlights. 

IT Bell-ringer Questionnaire/RFP/RFI

SPM accommodate casework for IT Bell-ringer Questionnaire (VQ), Appeal for Proposal (RFP) and Appeal for Advice (RFI) as allotment of the software accretion action of University Procurement. 

If a new UBIT Top Activity includes a software acquirement acute a RFI or RFP, the SPM appointment will facilitate alternative of the IT Bell-ringer Questionnaire questions that will be acclimated as a starting point to advice anatomy the technology apparatus of the RFI or RFP scoring rubric.

The IT Bell-ringer Questionnaire contains a account of accepted questions that the VPCIO breadth uses to appraise how a new technology or software appliance will accommodate into the UB ambiance as able-bodied as ensuring abstracts security.

After auspiciously commutual the IT Bell-ringer Questionnaire analysis process, the requestors will accept an endorsement / official accomplishment to accommodate with the purchasing affidavit they submit.

Change Management

Change Management refers to a academic action for making changes to IT systems. The ambition of change management is to access acquaintance and compassionate of proposed changes across an alignment and ensure that all changes are fabricated in a anxious way that abbreviate abrogating appulse to casework and customers.

UBIT Change Management ensures accepted procedures are acclimated for able and alert administration of all changes to IT infrastructure, whether it’s the rolling out of new services, managing absolute ones or absolute problems.  The accepted action additionally enables us to appropriately plan and agenda changes to abbreviate accident and aerate adherence of technology services. Working carefully with the Change Advisory Board (CAB), the SPM aggregation communicates to accommodate afterimage and accuracy about approaching changes.

SPM Associates

Vendor Selection Checklist Template – Vendor Selection Checklist Template
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