When is acquisition planning required for




















A cross-functional team formed for the specific purpose of delivering a capability for an external or internal mission partner. As such its integrity is critical, and the PMO shall be responsible for ensuring that appropriate technical and cost and price analysts are involved in its development. An external program office i. Appointed by the CAE to manage portfolios of programs, projects, initiatives, and services. The designated person i. Decision Authority DA. Official designated by the CAE to manage portfolios of programs, projects, and services.

The DA is responsible to identify, assess, validate, and approve services acquisition requirements within delegated thresholds. The approval of a requirement allows prioritization of mission requirements to best support mission needs within available funding limits.

Discuss technical, cost, and schedule risks and describe what efforts are planned or underway to reduce risk and the consequences of failure to achieve goals. If concurrency of development and production is planned, discuss its effects on cost and schedule risks. If specifically designated by the requiring agency as a program subject to acquisition streamlining, discuss plans and procedures to-. When the proposed acquisition strategy involves bundling, identify the incumbent contractors and contracts affected by the bundling.

If full and open competition is not contemplated, cite the authority in 6. Discuss component breakout plans relative to these major components or subsystems. Describe how competition will be sought, promoted, and sustained for these components or subsystems.

Identify the key logistic milestones, such as technical data delivery schedules and acquisition method coding conferences, that affect competition. Identify any known barriers to increasing subcontract competition and address how to overcome them.

Discuss the rationale for the selection of contract type. For other than firm-fixed-price contracts, see Acquisition personnel shall document the acquisition plan with findings that detail the particular facts and circumstances, e. The contracting officer shall ensure that requirements and technical personnel provide the necessary documentation to support the contract type selection.

Discuss the source selection procedures for the acquisition, including the timing for submission and evaluation of proposals, and the relationship of evaluation factors to the attainment of the acquisition objectives see subpart Provide rationale if a performance-based acquisition will not be used or if a performance-based acquisition for services is contemplated on other than a firm-fixed-price basis see A For information technology acquisitions, how the capital planning and investment control requirements of 40 U.

B Why this action benefits the Government, such as when-. For those items listing See subpart During the requirements development stage, consider structuring the contract requirements, i. This will facilitate an easier transition to a firm-fixed-price contract, because a cost history will be developed for a recurring definitive requirement.

Include budget estimates, explain how they were derived, and discuss the schedule for obtaining adequate funds at the time they are required see subpart Explain the choice of product or service description types including performance-based acquisition descriptions to be used in the acquisition. When urgency of the requirement dictates a particularly short delivery or performance schedule, certain priorities may apply.

If so, specify the method for obtaining and using priorities, allocations, and allotments, and the reasons for them see subpart A see subpart 7.

Address the consideration given to subpart 7. If an Earned Value Management System is to be used, discuss the methodology the Government will employ to analyze and use the earned value data to assess and monitor contract performance. Discuss any consideration given to make-or-buy programs see To the extent applicable, describe the test program of the contractor and the Government. Describe the test program for each major phase of a major system acquisition.

If concurrency is planned, discuss the extent of testing to be accomplished before production release. Indicate any Government property to be furnished to contractors, and discuss any associated considerations, such as its availability or the schedule for its acquisition see Discuss any Government information, such as manuals, drawings, and test data, to be provided to prospective offerors and contractors. Indicate which information that requires additional controls to monitor access and distribution e.

Discuss all applicable environmental and energy conservation objectives associated with the acquisition see part 23 , the applicability of an environmental assessment or environmental impact statement see 40 CFR , the proposed resolution of environmental issues, and any environmentally-related requirements to be included in solicitations and contracts see Describe how the contract will be administered. In contracts for supplies or service contracts that include supplies, address whether higher-level quality standards are necessary Discuss, as applicable:.

Address the following steps and any others appropriate:. Completion of acquisition-package preparation. Evaluation of proposals, audits, and field reports. Beginning and completion of negotiations. Contract preparation, review, and clearance. List the individuals who participated in preparing the acquisition plan, giving contact information for each. Proposals submitted in response to such requirements may include the following:.

If such proposals are required, the contracting officer shall consider them in evaluating competing offers. In noncompetitive awards, the factors in paragraphs a and b of this section, may be considered by the contracting officer as objectives in negotiating the contract. This exception does not apply—. However, because of the potential impact on small business participation, before conducting an acquisition strategy that involves bundling, the agency shall make a written determination that the bundling is necessary and justified in accordance with 15 U.

A bundled requirement is considered necessary and justified if the agency would obtain measurably substantial benefits as compared to meeting its agency's requirements through separate smaller contracts or orders.

The notification shall be made within 30 days of the agency's data certification regarding the validity and verification of data entered in the Federal Procurement Data System to the Office of Federal Procurement Policy see 4. At a minimum the contracting officer shall—. Such data collection and associated evaluation metrics shall be described in detail in the contract; and to the maximum extent practicable, the data shall be shared with appropriate contractor and Government organizations.

The plan shall include the identification of any contract clauses, facilities, and funding required for the preservation and storage of such tooling. S When selecting contract type, see DoD policy is to break out components of weapons systems or other major end items under certain circumstances. Agencies shall follow the procedures at PGI Any DoD component sponsoring research involving human subjects—.

This official is responsible for the oversight and execution of the requirements of the clause at



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