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DLAD PART 7 – ACQUISITION PLANNING



PART 7 – ACQUISITION PLANNING

(Revised August 10, 2018 through PROCLTR 2018-17)

TABLE OF CONTENTS

SUBPART 7.1 – ACQUISITION PLANS

7.102 Policy.

7.102-90 Contract management plan (CMP).

7.103 Agency-head responsibilities.

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

(Revised August 10, 2018 through PROCLTR 2018-17)

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, and 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.

7.102-90 Contract management plan (CMP).

(a) Purpose. The CMP describes how the contracting officer shall monitor performance over the life of the contract. The primary purpose of the contract management plan (CMP) is to ensure sufficient resources for contract administration and for proper management and oversight of contracting officer’s representatives (CORs).

(b) Applicability. A CMP is required--

(1) For all strategic contracts (STRATCONs);

(2) When the clearance authority is the SPE;

(3) When the clearance authority is the HCA and the DLA Acquisition Deputy Director is the HCA; or

(4) As determined by the procuring organization.

(c) Content. The CMP identifies the oversight schedule and the parties responsible for performing each function. Oversight functions include, but are not limited to, postaward conference; order receipt/acceptance and invoice process; performance metrics; incidental services; subcontracting plan; exercise of options; domestic preference provisions; repricing actions; contract closeout; and management and oversight of CORs.

(d) Responsibilities.

(1) The CCO shall ensure resources are balanced across all CMPs.

(2) The contracting officer shall—

(i) Tailor each CMP to address the specific acquisition.

(ii) Submit the CMP for approval prior to contract award.

(iii) Adjust the CMP as necessary throughout the life of the contract.

(e) Clearance authority. The CMP clearance authority is the same as for the acquisition plan. For postaward changes to the CMP, the clearance authority is the same as for the original contract action; except that if the contract action approval authority was at a level higher than the CCO, the CCO approves CMP changes.

(f) Request for waiver. The HCA shall submit a request for waiver when the clearance authority is the SPE; except that when the DLA Acquisition Deputy Director is the HCA, the CCO shall submit the request.

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.

7.107 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

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

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.

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