What is Independent Quality Assurance (iQA) or Independent Quality Management Services (iQMS)?

In Oregon state government, independ​ent Quality Management Services (iQMS) is often referred to as Independent Quality Assurance Services (iQA Services).

The Statewide IT Policy and Procedure No. 107-004-030 requires IT-enabled projects that meet certain criteria to use iQMS. This page contains useful information for the planning, procurement and administration of iQMS and is applicable to executive branch agencies under OSCIO oversight.

This page includes information relevant to iQMS under sections A through F:

A) Projects that need iQMS

See Statewide QA Program Guidance 1: IT Projects that need iQMS

B) Contract Documents

As of December 2018, there are 13 contractors that hold statewide Master Price and Services Agreements (MPSAs) that authorize iQMS. Typically, iQMS for a major IT project is contracted under a Work Order Contract (WOC). The WOC is based on the iQMS Statement of Work (SOW) and supporting appendices, with engagement specific tailoring. The relevant documents are:

Buyer's G​uide​

Scope of Services

MPSA WOC Template

MPSA WOC SOWFor each WOC, this SOW must be tailored using Guidance 3 (see section D) as input.​

​SOW Appendices (Appendix A through E)​

C) Use of Port​folios in iQMS

Statewide QA Program Guidance 2: Portfolio in IndependentQuality Management Services (iQMS)

D) Procuring iQMS contracts

Major IT Projects that meet certain criteria are required to use the iQMS of an Independent QA contractor. Typically, this means the Project will use a contract​or that holds a Master Price and Services Agreement (MPSA) that specifically authorizes iQMS. An important aspect of procuring iQMS is the proper use of the iQMS Statement of Work (SOW). For additional information, see Statewide QA Program Guidance 3: Use of the QA SOW

Steps to procure iQMS

The scope of professional services is based on the iQMS Statement of Work (SOW).  The SOW template contains five tasks* which are: 
 Task 1 – Independent Risk Assessment
 Task 2 – Independent Quality Planning
 Task 3 – Independent Quality Control
 Task 4 – Independent Quality Assurance
 Task 5 – Independent Testing​​
*Note: prior to 2018, Task numbers were:
 Task 1 – Independent Quality Planning
 Task 2 – Independent Quality Control
 Task 3 – Independent Quality Assurance
 Task 4 – Independent Testing​​​
 Task 5 – Independent Risk Assessment
With the scope determined in the iQMS SOW, an agency develops a Request for Quote (RFQ)* for the procurement process.  Both the iQMS SOW and Opportunity Notice must be approved by OSCIO before use.  A Major IT Project will normally include all five tasks and their related deliverables within the Opportunity Notice and the QA SOW. However, in consultation with OSCIO, a project may choose if or when to release particular tasks and their related deliverables during the project’s life cycle.
RFQ and iQMS SOW in draft form are reviewed with DAS Procurement Services QA Contract Analyst. These documents must be reviewed by DOJ for legal sufficiency when QA contract value exceeds $150K.​​
*Note: with OSCIO support, an RFQ may identify more than one Major IT Project in an approved Portfolio. ​
With OSCIO and DOJ approvals as required, DAS Procurement Services (DAS PS) helps manage the Best Value Analysis (BVA) in a Request for Quote (RFQ) process.
After contractor selection and negotiation, a Work Order Contract (WOC) is executed.  For an Request for Quote (RFQ) involving an approved portfolio, a single WOC is executed for each IT project in the portfolio.
Usually the Authorized Purchaser  is the agency managing the Major IT Project, and the Authorized Representative is an employee in that agency.
When the business needs exist, OSCIO may act as the Authorized Representative, with the Statewide QA Program taking on the responsibilities of contract administration. These business needs may include: federal requirement, Legislative Fiscal Office request, Governor Office request, agency request, etc.

E) Administering iQMS contracts

Deliverable Review Process

Statewide QA Program Guidance 4: iQMS Deliverable Review Process

F) Program Contact Information

If you have any questions or need assistance, please contact the Statewide QA Program:

Ying Ki Kwong, Program Manager

ying.k.kwong@oregon.gov​​​​​​​​​​ ​​​​​​​​​​​​​​​

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Ying Ki Kwong, Program Manager