Previous PageTable Of ContentsNext Page

DLAD PART 7 – ACQUISITION PLANNING



PART 7 – ACQUISITION PLANNING

(Revised December 27, 2016 through PROCLTR 2017-09)

TABLE OF CONTENTS

SUBPART 7.1 – ACQUISITION PLANS

7.102 Policy.

7.103 Agency-head responsibilities.

7.105 Contents of written acquisition plans.

7.107 Additional requirements for acquisitions involving consolidation, bundling, or substantial

7.107-2 Consolidation.

7.107-3 Bundling.

SUBPART 7.2 – PLANNING FOR THE PURCHASE OF SUPPLIES IN ECONOMIC QUANTITIES

7.204 Responsibilities of Contracting Officer.

SUBPART 7.1 – ACQUISITION PLANS

7.102 Policy.

(a) Written acquisition plans are required for all acquisitions expected to exceed the simplified acquisition threshold (SAT), including those accomplished by means of direct or assisted acquisitions using non-DoD contract vehicles such as Federal Supply Schedules. Actions exempt from this requirement are:

(1) Individual orders (except orders greater than the SAT against non-DoD contracts) against contracts when the contract-level acquisition plan is adequate to cover all anticipated orders and the order is issued in strict compliance with the terms of the basic contract.

(2) A modification of the contract.

(3) Acquisition of replenishment parts, below DFARS 207.103 thresholds (where applicable).

(b) Acquisition plans shall be completed and approved prior to solicitation issuance. The clearance authority levels in DLAD 1.690-1 apply.

(c) For urgent requirements, the HCA is authorized to waive the requirement for approval prior to solicitation issuance.

(d) Use the Commercial Item Pre-Solicitation Documentation Memorandum for Record as documentation of the acquisition plan (see DLAD 13.500(S-91)) for acquisitions of supplies and services procured under FAR 13.5.

(e) The level of detail provided in the acquisition plan should be commensurate with the complexity and dollar value of the acquisition.

(1) The acquisition plan shall accompany justifications for other than full and open competition (see FAR 6.301, 6.304, and DLAD 6.304) when submitted to the procuring organization competition advocate (COMPAD). Procuring organization COMPADs shall also be provided a copy of the acquisition plan for acquisitions with a history of only one offer received and with no expectation of price competition.

7.103 Agency-head responsibilities.

(a) Procuring organization COMPADs, small business specialists, technical personnel, and program managers are the resources to assist contracting officers in expanding competition.

(b) Procuring organization COMPADs, small business specialists, technical personnel, and program managers are the resources to assist contracting officers in expanding the use of commercial items.

(d)(i)(B) An acquisition valued over the SAT but less than $50 million for all years requires a written streamlined acquisition plan (SAP) (see template in 53.9007(a)). For acquisitions valued $50 million or more for all years or $25 million or more for any fiscal year, follow DFARS 207.103(d)(i)(B).

(g) The component level lead (CLL) must coordinate on acquisition plans for services acquisitions valued over $10 million. A CLL shall conduct a review within three (3) business days. Any comments received from the CLL shall be considered and addressed in a memorandum for the file and shared with the CLL prior to solicitation issuance. For information purposes, provide acquisition plans for awarded contracts for services valued between $1 million and less than $10 million to the DLA Services Program Manager and/or applicable CLL.

7.105 Contents of written acquisition plans

(b)(19) Contract administration. A contract management plan (CMP) is required when an acquisition has performance requirements in addition to delivery and the contracting officer retains administration functions (reference 42.302(a)). The CMP describes how performance shall be monitored over the life of the contract. The CMP identifies who is responsible for performing each function and the oversight schedule. Oversight functions include post award conference, order receipt/acceptance and invoice process, performance metrics, incidental services, subcontracting plan, exercise of options, domestic preference provisions, repricing actions, and contract closeout. Each CMP must be tailored to address the specific acquisition. The primary purpose of the CMP is to ensure sufficient resources for contract administration. The CCO must ensure resources are balanced across all CMPs. The CMP approval authority is the same as that of the acquisition plan. Changes to the CMP after contract award shall be approved at the same level as the original contract action, with a copy to the CCO. However, the CCO approves CMP changes if the contract action approval authority was at a level higher than the CCO.

7.107 Additional requirements for acquisitions involving consolidation, bundling, or substantial bundling.

7.107-2 Consolidation.

(b) For all procuring organizations, the SPE has delegated the authority to execute consolidation determinations to the CCO for acquisitions valued over $2 million up to $10 million, and to the HCA for acquisitions valued over $10 million up to $100 million. The delegations also include the authority to approve acquisitions involving consolidations in which the expected benefits do not meet the thresholds for a substantial benefit but are critical to the agency's mission success and the acquisition strategy provides for maximum practicable participation by small business concerns. The SPE is the determining authority for procurements over $100 million.

7.107-3 Bundling.

(f)(2) Submit the justification to the DLA Acquisition Operations Division. Approval must be obtained prior to issuing the solicitation. The SPE has approval authority, without power of delegation.

SUBPART 7.2 – PLANNING FOR THE PURCHASE OF SUPPLIES IN ECONOMIC QUANTITIES

7.204 Responsibilities of contracting officers

(a) The contracting officer shall submit a referral to the material planner citing the proposed the economic purchase quantity. Material planners will use this data to evaluate economic order quantities for supplies and shall advise the contracting officer of any change to the original requirement.

Previous PageTop Of PageTable Of ContentsNext Page