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GSAM (GSAR) 507



Part 507—Acquisition Planning

Subpart 507.1—Acquisition Plans

507.101 Definitions.

“Planner” means the person residing in the requirements office who initiates, coordinates and prepares written acquisition plans. The person may be in an individual program office or have responsibility for a number of such offices.

“Planning team” means a team of individuals formed to prepare individual elements of an acquisition plan. The team should be comprised of technical and professional representatives from the requirements customer, contracting, budget, counsel, small business technical advisors (SBTA), and other offices as warranted.

“Requirements office” means the internal GSA office that establishes and funds the agency need. If an organization outside of GSA establishes and funds the need, then the requirements office will be the GSA office that is managing the acquisition for that outside organization.

507.103 Agency-head responsibilities.

The HCA must ensure that the planning team adheres to the requirements of FAR Part 7, Acquisition Planning.

507.104 General procedures.

(a) The planner shall:

(b) The contracting officer shall:

(c) Applicability. With the following exceptions, all acquisitions, including orders and BPAs, require written acquisition plans.

(d) The planner is encouraged to use the Acquisition Planning Wizard (APW) (found at http://apw.gsa.gov), or any successor system, for all acquisitions exceeding the SAT. Not later than 7 calendar days after the acquisition plan is approved, if not completed in APW, an electronic copy shall be sent to acquisitionplans@gsa.gov.

507.105 Contents of acquisition plans.

(a) Written.

(b) Oral plans. Oral plans are only authorized by approval of the HCA and may be used in unusual and compelling situations. The planner shall document a summary of the oral plan, and shall also include: the name and signature of the approving official; the date the oral plan was approved; and the reason for waiving a written plan. The summary shall be included in the official contract file. In addition, the summary should be a part of, or attached to, any justification for other than full and open competition as required by FAR 6.302, or in the basis for using an exception to the fair opportunity process required by FAR 16.505(b)(2). The summary may be prepared after award if preparation before award would unreasonably delay the award, such as in the case of circumstances warranting the use of a letter contract.

(c) Approval thresholds.

Threshold

Approving Official

Below the SAT

( SLAT for leases)

Contracting Officer

SAT (SLAT for leases) to,

and including, $6 million

One Level above the Contracting Officer

Over $6 million to,

and including, $20 million

Contracting Director

Over $20 million

HCA

Note: Thresholds shall include all options.

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

507.107-1 General.

(a) Applicability. The contracting officer must determine if the requirement is considered consolidation, bundling or substantial bundling per the definitions in FAR 2.101(b) and 7.107-4. Additional guidance on the definitions is available on the GSA Acquisition Portal (http://insite.gsa.gov/consolidationbundling).

(b) Thresholds for Written Determination. Notwithstanding exceptions per FAR 7.107-1(b), a written determination is required for–

(c) Approvals for Written Determination.

(d) Contents of Written Determination for Consolidation.

(e) Additional Contents of Written Determination for Bundling.

(f) Additional Contents of Written Determination for Substantial Bundling.

(g) Substantial Benefits Reporting.

507.107-5 Notifications.

(a) Notification to public of rationale for consolidated, bundled or substantially bundled requirement.

(b) Notification to SBA of follow-on consolidated or bundled requirements.

Subpart 507.5—Inherently Governmental Functions

507.503 Policy.

(a) Concurrent with the transmittal of each statement of work or any modification to a statement of work for a service contract, the requirements office must provide the contracting officer a written determination that none of the functions to be performed are inherently governmental as defined in FAR 7.5. The determination must include a statement that the requirement is not for functions similar to those listed under FAR 7.503(c).

(b) The requirements office must also review the examples of functions listed under paragraph (d) of FAR 7.503. While these functions are not inherently governmental, they may restrict the discretionary authority, decision-making responsibility, or accountability of Government officials using the contractor services or work products. If the services to be acquired may cause such restrictions, the acquisition plan must discuss the associated vulnerabilities, and address management controls to mitigate them.

Subpart 507.70—Additional Requirements for Purchases in Support of National Security Systems involving Weapons Systems

507.7000 Scope of subpart.

This subpart prescribes acquisition policies and procedures for use in acquiring information technology supplies, services and systems in support of a weapon system as part of a national security system, as defined by FAR 39.002.

507.7001 Policy.

(a) Although GSA’s mission does not include the direct acquisition of weapon systems on behalf of the Department of Defense (DoD), GSA contracting activities may procure information technology supplies, services and systems in support of a weapon system, which is part of a national security system (e.g., components, services to install and maintain weapon systems, ancillary items and services) when responding to a bona-fide requirement received from a requiring agency or program office.

(b) Contracting Officers shall ensure that all requiring agency regulations and the policies and directives of The Committee on National Security Systems at www.cnss.gov are incorporated during the acquisition planning stage and are met before acquiring information technology supplies, services and systems in support of a weapon system as part of a national security system.

(c) Employees responsible for or procuring information technology supplies, services and systems in support of a weapon system shall possess the appropriate security clearance associated with the level of security classification related to the acquisition. They include, but are not limited to contracting officers, contract specialists, project/program managers, and contracting officer representatives.

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