Example Statement of Objectives for a Needs Assessment

As part of our Federal Electronic Records Modernization Initiative (FERMI), we are working to make it easier for Federal agencies to obtain electronic records management (ERM) services and solutions that will meet their needs. 

Agencies often request sample procurement documents from other agencies, such as Statements of Objectives, Statements of Work, Requests for Information, and Requests for Proposals. 

To that end, we wanted to share a generic Statement of Objectives for a records management needs assessment. We developed this sample document with our interagency FERMI working group. In an upcoming post, we will talk more about the resources available at GSA’s Acquisition Gateway.

When reviewing a sample document, keep in mind it will not include all your agency-specific requirements. However, samples can be a useful starting point when developing procurement documentation for use in your agency.