Statement of Objectives For Cloud Migration Services - Inventory, Application Mapping, and Migration Planning - Template

Sep 1, 2026

Upload by Maeve

Statement of Objectives (SOO) template用于规范云迁移规划服务的目标与任务范围，重点覆盖资产盘点（用户、应用、基础设施、安全与隐私、服务管理）、应用映射、适配性分析及服务/部署模型选择（如SaaS/PaaS/IaaS、私有/公有/混合等），并据此形成迁移建议与业务论证，最终制定迁移路线图。文件强调承办方需将SOO全部要点纳入其提案，并与OMB 2018“Cloud Smart”战略保持一致；同时明确迁移执行不包含在本SOO范围内，并提供履约周期、地点与联络信息要求。

LanguageEnglish

CategoryLetters

FormatDOCX

Pages10

Reading Time4 min

AccessFree to download

Purpose

Scope

Period and Place of Performance

Background

Current Environment

Objectives

Business Objectives

Technical Objectives

Security Objectives

Management Objectives

Administrative Objectives

Constraints

Requirements Cross-Reference

[Department][Agency] Statement of Objectives For Cloud Migration Services: [Inventory, Application Mapping, and Migration Planning][This template is for use as a SOO for the labor hours needed to perform certain pre-cloud migration tasks. Other GSA templates are used for the cloud services (Iaas, PaaS, etc).] [Month YYYY] Template Introduction and Instructions This sample Statement of Objectives (SOO) describes the objectives and tasks for cloud migration planning services to include: [Inventory (Users, Applications, Infrastructure, Security & Privacy, Service Management); Application Mapping; and Migration Planning]. Offerors shall use this SOO with other applicable portions of the [RFP/RFQ] as the basis for preparing their proposal. Offerors shall ensure that all aspects of the SOO are thoroughly addressed in their proposals. Point of Contact [Point of Contact Name and Title] Phone: [(XXX) XXX-XXXX]Email: [xxxx@agency.gov] Contents TOC \h \u \z HYPERLINK \l "_2et92p0" \h 1. Purpose 4 HYPERLINK \l "_tyjcwt" \h 2. Scope 4 HYPERLINK \l "_3dy6vkm" \h 3. Period and Place of Performance 4 HYPERLINK \l "_1t3h5sf" \h 4. Background 5 HYPERLINK \l "_4d34og8" \h 5. Current Environment 6 HYPERLINK \l "_2s8eyo1" \h 6. Objectives 6 HYPERLINK \l "_17dp8vu" \h 6.1. Business Objectives 6 HYPERLINK \l "_3rdcrjn" \h 6.2. Technical Objectives 8 HYPERLINK \l "_26in1rg" \h 6.3. Security Objectives 9 HYPERLINK \l "_lnxbz9" \h 6.4. Management Objectives 9 HYPERLINK \l "_35nkun2" \h 6.5. Administrative Objectives 9 HYPERLINK \l "_1ksv4uv" \h 7. Constraints 10 HYPERLINK \l "_44sinio" \h 8. Requirements Cross-Reference 10 Purpose This Statement of Objectives (SOO) describes the goals that [Department/Agency] expects to achieve with regard to [planning the migration of applications or services to the cloud - including legacy and new applications - and planning for future development of new cloud applications]. The primary goal of this acquisition is to [prepare Department/Agency for moving applications to the cloud] which will result in [improvements in efficiency, agility, and innovation]. Scope This SOO addresses work associated with the following [cloud migration planning] activities: [Conducting an inventory (including Users, Applications, Infrastructure, Security & Privacy, and Service Management)] [Application Mapping] [Conducting a suitability analysis, identifying appropriate service models (e.g. SaaS, PaaS, IaaS) and deployment models (e.g. private, public, hybrid, community)] [Providing recommendations to the government for the industry/service model] [Developing the business case to quantify cost and benefits] [Migration planning, including developing the migration roadmap]. Agency strategy for acquiring cloud migration services should align to OMB’s 2018 Federal Cloud Computing strategy, “Cloud Smart.” This policy from OMB supplants 2010’s “Cloud First” strategy and the Data Center Optimization Initiative (DCOI), covered in OMB Memo 16-19. It emphasizes the need for federal agencies to a) ensure the technology is a good fit that will provide better mission-focused outcomes and b) intelligently account for the procurement, security, and workforce implications of cloud migration by leveraging industry best practices and cross-government knowledge. Migration Execution is not included in the scope of this SOO. [List additional services here that will support Department/Agency in these activities]. The [acquisition vehicle name and number (for instance, GSA Schedule IT70 Cloud Special Item Number (SIN) 132-40], issued by [Issuing Agency], is hereby incorporated by reference. [This makes clear that the terms and conditions of any GWAC or Schedule being used are also in effect here.] Period and Place of Performance The base Period of Performance will be [xx (xx)] months from the date of award with [xx (xx) xx (xx)] year options. Services will be provided at [specify locatio

FAQs

SOO模板的主要目的是什么？

SOO模板用于界定[Department/Agency]预期通过云迁移规划服务实现的目标，重点帮助机构为将应用迁移到云做好准备，并带来效率、敏捷性与创新等改进。

范围内包含哪些云迁移规划活动？

范围包含对用户、应用、基础设施、安全与隐私、服务管理的盘点；应用映射；适配性分析并选择合适的服务模型与部署模型；形成建议并开发量化成本与收益的商业论证；以及制定迁移路线图。

迁移执行是否包含在该SOO范围内？

不包含。文件明确指出Migration Execution不在该SOO的范围之内。

与OMB“Cloud Smart”战略的对齐要求是什么？

文件要求采购云迁移服务的机构策略与OMB 2018“Cloud Smart”联邦云计算战略保持一致，强调技术匹配以获得使命导向的成果，并智能考虑采购、安全与人员队伍等迁移影响，借助行业最佳实践与跨政府经验。

Sep 1, 2026

Upload by Maeve