Medicaid Readiness Assessment for Procuring Agile Development Services Survey Resources

Resources by Survey Section and Question

Note:  The resources provided here are a starting point for you research. This is not meant to be an exhaustive list of resources related to agile, agile procurement, or agile readiness.

Section 1: Resources for Procurement Strategy Development

Question 1: 

• Medicaid Information Technology Architecture Framework. Medicaid.gov. https://www.medicaid.gov/medicaid/data-and-systems/mita/mita-30/index.html

• A Golden Opportunity for Medicaid IT Transformation: State CIOs and the MITA Framework. National Association of State CIOs (NASCIO). https://www.nascio.org/resource-center/resources/a-golden-opportunity-for-medicaid-it-transformation-state-cios-and-the-mita-framework/

Question 2:

• 18F Blog “You might not be as agile as you think you are.” https://18f.gsa.gov/2019/05/29/you-might-not-be-as-agile-as-you-think-you-are/

• A Golden Opportunity for Medicaid IT Transformation: State CIOs and the MITA Framework. National Association of State CIOs (NASCIO) Healthcare Series. https://www.nascio.org/wp-content/uploads/2019/11/NASCIO_GoldenOpportunityForMITA_May2012_FINAL.pdf

Question 3:

• 18F Blog “You might not be as agile as you think you are.” https://18f.gsa.gov/2019/05/29/you-might-not-be-as-agile-as-you-think-you-are/

• A Golden Opportunity for Medicaid IT Transformation: State CIOs and the MITA Framework. National Association of State CIOs (NASCIO) Healthcare Series. https://www.nascio.org/wp-content/uploads/2019/11/NASCIO_GoldenOpportunityForMITA_May2012_FINAL.pdf

• Modular Procurement and Agile Development, Children’s Bureau, an Office of the Administration for Children and Families. https://www.acf.hhs.gov/cb/resource/cwit-modular-procurement-and-agile-development

• Agile Acquisitions: Rethinking Public Sector Purchasing, Government Technology, September 2017. https://www.govtech.com/budget-finance/GT-September-2017-Agile-Acquisitions-Rethinking-Public-Sector-Purchasing.html

Question 4:

• NASPO Research Publications Best Practices Webinar: Agency Relations and Communications. https://www.naspo.org/Publications/ArtMID/8806/ArticleID/4493

• GAO Key Issue: Best Practices and Leading Practices in Collaboration Across Governments, Nonprofits, and the Private Sector. https://www.gao.gov/key_issues/leading_practices_collaboration/issue_summary#t=0

• Four Roadblocks to Agile Development and How to Overcome Them. Government Technology, November 2014. https://www.govtech.com/local/4-Roadblocks-to-Agile-Development-and-How-to-Overcome-Them.html

General Section 1:

• Blueprint for a Human-Centered Safety Net. Code for America. https://www.codeforamerica.org/safetynetblueprint/

Section 2: Procurement Rules/Regulations/Processes

Question 1:

• Search for your state’s procurement office website

• Search for your state’s procurement code/state law

• Search for your SMA’s website

• National Association of State Procurement Officers (NASPO) State Procurement Office Information https://www.naspo.org/States

• National Association of State Procurement Officers (NASPO) Procurement Reform Guide https://www.naspo.org/Publications/ArtMID/8806/ArticleID/3341

Question 2:

• Search for your state’s procurement office website

• Search for your state’s procurement code/state law

• Search for your SMS’s website

• National Association of State Procurement Officers (NASPO) State Procurement Office Information https://www.naspo.org/States

• National Association of State Procurement Officers (NASPO) Procurement Reform Guide https://www.naspo.org/Publications/ArtMID/8806/ArticleID/3341

Question 3:

• Search for your state’s procurement office website

• Search for your state’s procurement code/state law

• Search for your SM’s website

• National Association of State Procurement Officers (NASPO) State Procurement Office Information https://www.naspo.org/States

• National Association of State Procurement Officers (NASPO) Procurement Reform Guide https://www.naspo.org/Publications/ArtMID/8806/ArticleID/3341

Question 4:

• Office of Management and Budget Circular No. A-76. May 29, 2003. https://www.whitehouse.gov/sites/whitehouse.gov/files/omb/circulars/A76/a76_incl_tech_correction.pdf

• National Association of State Procurement Officers (NASPO) Contract Administration Best Practices Guide.  https://www.naspo.org/ContractAdministrationBestPractices

• Search for your state’s procurement manual

• National Institute for Public Procurement: The Public Procurement Guide for Elected and Senior Government Officials.  https://www.nigp.org/docs/default-source/New-Site/position-papers/nigp-procurement-guide-for-elected-and-senior-officials.pdf?sfvrsn=2bad0e53_0

Question 5:

• Search for your state’s procurement office website

• Search for your state’s procurement code/state law

• Search for your state Medicaid agency’s website

• National Association of State Procurement Officers (NASPO) State Procurement Office Information https://www.naspo.org/States

• National Association of State Procurement Officers (NASPO) Contract Administration Best Practices Guide. https://www.naspo.org/ContractAdministrationBestPractices

• Search for your state’s procurement manual

Question 6:

• None

General Section 2:

• Mechanized Claims Processing and Information Retrieval System – Reuse. State Medicaid Director Letter. https://www.medicaid.gov/sites/default/files/federal-policy-guidance/downloads/smd18005.pdf

• Mechanized Claims Processing and Information Retrieval System – Modularity. State Medicaid Director Letter. https://www.medicaid.gov/sites/default/files/federal-policy-guidance/downloads/smd16010.pdf

• Mechanized claims Processing and Information Retrieval Systems – APD Requirements. State Medicaid Director Letter. https://www.medicaid.gov/sites/default/files/federal-policy-guidance/downloads/smd16009.pdf

• Any existing Planning, Implementation, or Operations and Maintenance Advance Planning Documents (P/I/OAPD) or Corrective Action Plans with CMS that would have requirements that must be followed.

• Considerations for Developing a Uniform Request for Proposals (RFP) Guide White Paper revised in August 2018. https://www.pstg.org/s/20161122_PSTG_Module_PreCertification_Considerations-v10.pdf

Section 3: IT/Agency Agile Adoption

Question 1:

• Agile Principles and 18F practices https://agile.18f.gov/

• Agile Software Development Using Cloud Computing: A Case Study. https://ieeexplore.ieee.org/document/8943168

Question 2:

• Agile Government Handbook. Agile Government Leadership. https://handbook.agilegovleaders.org/#agile-in-government

• Agile Practice Guide available to Project Management Institute (PMI) members. Includes chapters on Implementing Agile and Organizational Considerations. https://www.pmi.org/pmbok-guide-standards/practice-guides/agile

• Adapting and Adjusting Change Management in an Agile Project. PROSCI. https://blog.prosci.com/adapting-and-adjusting-change-management-in-agile

Question 3:

• Agile Transition and Adoption Frameworks, Issues, and Factors: A Systematic Mapping. IEEE. https://ieeexplore.ieee.org/document/8963684

• Agile Practice Guide available to Project Management Institute (PMI) members. Includes chapters on Implementing Agile and Organizational Considerations. https://www.pmi.org/pmbok-guide-standards/practice-guides/agile

Question 4:

• CMMI Institute. How to Truly Scale Agile Development in the Enterprise with CMMI. https://cmmiinstitute.com/resource-files/public/how-to-truly-scale-agile-development-in-the-enterp

• Agile Project Management for Dummies Cheat Sheet. Dummies, a Wiley Brand. https://www.dummies.com/careers/project-management/agile-project-management-for-dummies-cheat-sheet/

General Resources on Agile Procurement, Agile Methodology, and Implementing Agile in State Government

• Procurement Technical Assistance Program, Defense Logistics Agency.  https://www.dla.mil/SmallBusiness/PTAP/

• National Association of State CIOs (NASCIO) and National Association of State Procurement Officers (NASPO) Topical Roundtable. Designing for Agility: Advancing IT and Procurement Modernization. https://www.naspo.org/Publications/ArtMID/8806/ArticleID/3409

• Agile in Government: A Playbook. Deloitte Center for Government Insights.  2017. https://www2.deloitte.com/content/dam/insights/us/articles/3897_Agile-in-government/DUP_Agile-in-Government-series.pdf

• Medicaid Management Information System Uniform Request for Proposals Guide. CMS and Public Sector Technology Group. https://static1.squarespace.com/static/5b59fceb55b02c2bb181f64d/t/5b6c80508a922d83a728c90d/1533837392369/Uniform+RFP+Guide_08032018.pdf

• Agile Manifesto - https://agilemanifesto.org/

• Agile Alliance - https://www.agilealliance.org/agile101/

• Agile in a Nutshell - http://www.agilenutshell.com/

• Agile project management with Scrum - PMI - https://www.pmi.org/learning/library/agile-project-management-scrum-6269

• Home of Scrum - https://www.scrum.org/resources/what-is-scrum

• De-risking custom technology projects: A handbook for state grantee budgeting and oversight. 18F.   https://github.com/18F/technology-budgeting/blob/master/handbook.md#agile-software-development