HHS-Acquisition Plan IHS1404481_Desktop Computers signed by CCO.pdf

Please wait...

If this message is not eventually replaced by the proper contents of the document, your PDF viewer may not be able to display this type of document.

You can upgrade to the latest version of Adobe Reader for Windows®, Mac, or Linux® by visiting http://www.adobe.com/go/reader_download.

For more assistance with Adobe Reader visit http://www.adobe.com/go/acrreader.

Windows is either a registered trademark or a trademark of Microsoft Corporation in the United States and/or other countries. Mac is a trademark of Apple Inc., registered in the United States and other countries. Linux is the registered trademark of Linus Torvalds in the U.S. and other countries.

Department of Health and Human Services Acquisition Plan (AP) Purpose: This document provides the template for completing an Acquisition Plan (AP).

References: Federal Acquisition Regulation (FAR) 7.1

Requirements and Responsibilities: Acquisition Planning is required for all acquisitions. The SPE has established $150,000.00 as the threshold which increasingly greater detail and formality in the planning process is required. Use of this template is required for all acquisitions with an estimated value (inclusive of options) greater than $150,000.00. A streamlined AP format for acquisition at or below $150,000.00 shall be established by the HCA and address the content of written APs as defined in FAR Part 7.105.

"Acquisition planning" means the process by which the efforts of all personnel responsible for phases of the acquisition lifecycle are coordinated and integrated through a comprehensive plan for fulfilling the agency need in a timely manner and at a reasonable cost. It should include information in the approved Acquisition Strategy (AS) detailing plans for managing the execution of the contract. The final approved AP must address the following as required by statute (41 USC 253(a)) as implemented through FAR, Subpart 7.102 to promote and provide for:

(1) Acquisition of commercial or non-developmental items, to the maximum extent practicable (41 U.S.C. 3307), see guidance in FAR Part 12 and the definition of commercial item in FAR Part 2, Section 2.101;

(2) Full and open competition (see FAR Part 6) or to obtain competition to the maximum extent practicable, with due regard to the nature of the supplies or services to be acquired (41 U.S.C. 3306(a) (1));

(3) Selection of appropriate contract type in accordance with FAR Part 16; and

(4) Appropriate consideration of the use of pre-existing contracts, including interagency and intra-agency contracts, to fulfill the requirement (See FAR 8.002 through 8.004 and Subpart 17.5).

In accordance with FAR 7.101, the acquisition planner is responsible for developing and executing an AP. Within HHS, the primary acquisition planner is the Program Manager (PM). The AP should incorporate applicable portions of the approved Acquisition Strategy. It is incumbent upon the PM to coordinate the plan with all those who have a responsibility for the development, management or administration of any phase of the acquisition lifecycle.

The Contracting Officer supports the PM by providing input and advising the PM on contracting strategy, appropriate contract type selection, and other contractual business matters. The small business specialist advises on small business considerations that may potentially impact the contracting strategy The Acquisition Plan must address all the technical, business, management, and other significant considerations that will control the acquisition. The basic details supporting Program/Project impacts for these areas should have been included in the approved AS and should be duplicated in the AP. The specific content of plans will vary, depending on the nature, circumstances, and stage of the acquisition.

For sections that do not apply to the instant requirement, please indicate Not Applicable (N/A) and explain why. The length and detail of an acquisition plan depends on the complexity of each individual acquisition. The AP shall be completed for all sections that apply to the acquisition. Do not include the instructions in the final document or contract file.

FAR 7.105 (a) Acquisition Background and Objectives FAR 7.105 (a)(1) Statement of Need Statement of Need Technical and Contractual History Acquisition Alternatives FAR 7.105(a)(2) Applicable Conditions Compatibility Constraints FAR 7.105(a)(3) Cost Cost Provide a completed IGCE utilizing the HHS IGCE Template Package. Will this procurement with all options have a value equal or greater than $20,000,000?

FAR 7.105(a)(3) - Cost over $20,000,000 If Yes, see HHSAR Part 334.

Include a completed IGCE utilizing the HHS IGCE Template Package.

FAR 7.105 (a)(4) Capability or Performance Compatibility or Performance FAR 7.105 (a)(5) Delivery or Performance-Period Requirements Delivery or Performance-Period Requirements FAR 7.105(a)(6) Trade-offs Trade-offs FAR 7.105 (a)(7) Risks Technical, Cost, and Schedule Risks Organizational Conflict of Interest FAR 7.105 (a)(8) Acquisition Streamlining Acquisition Streamlining FAR 7.105 (b) Develop Plan of Action FAR 7.105 (b)(1) Sources Sources Small Business Market Research FAR 7.105(b)(2) Competition also see FAR, Subpart 7.102, (2) Competition Include the Justification and Approval for other than Full and Open/Limited Source Justification/Exception to Fair Opportunity, if applicable.

Major Components or Subsystems Competition Spares and Repair Parts Competition Subcontract Competition FAR 7.105(b)(3) Contract Type Selection Contract Type Selection FAR 7.105(b)(4) Source-Selection Procedures Source Selection Procedures FAR 7.105(b)(5) Acquisition Considerations Special Contracting Methods Unique Solicitation Clauses or Provisions Lease or Purchase Performance-Based Acquisition Information Technology Acquisition FAR 7.105 (b)(6) Budgeting and Funding Budgeting Funding Funds Certifying Official's Certification:

FAR 7.105 (b)(7) Product or Service Descriptions Product or Service Descriptions FAR 7.105(b)(8) Priorities, Allocations, and Allotments Priorities, Allocations and Allotments FAR 7.105 (b)(9) Contractor versus Government Performance Contractor versus Government Performance Consideration FAR 7.105 (b)(10) Inherently Governmental Functions Inherently Governmental Functions Services Certification:

Is for an inherently governmental function:

Is for an inherently governmental function:

Is closely associated with an inherently governmental function:

Is closely associated with an inherently governmental function:

Is for a critical governmental function:

Is for a critical governmental function:

FAR 7.105(b)(11) Management Information Requirements Contractor Monitoring Management System Section 508 FAR 7.105 (b)(12) Make or Buy Make or Buy Program Considerations FAR 7.105 (b)(13) Test and Evaluation Test and Evaluation FAR 7.105 (b)(14) Logistics Considerations Contractor or Agency Maintenance Support Reliability, Maintainability, and Quality Assurance Requirements Contractor Data Requirements Standardization Concepts FAR 7.105 (b)(15) Government-Furnished Property Government-Furnished Property FAR 7.105 (b)(16) Government-Furnished Information Government Furnished Information FAR 7.105 (b)(17) Environmental and Energy Conservation Objectives Environmental and Energy Conservation Objectives FAR 7.105 (b)(18) Security Consideration Classified Matters Security Considerations Information Technology Security Considerations Contractor Facility Access and Identity Verification Security Considerations FAR 7.105(b)(19) Contract Administration Contract Administration FAR 7.105(b)(20) Other Considerations Other Considerations FAR 7.105(b)(21) Milestones For the Acquisition Cycle The Acquisition Milestone Schedule should be realistic and consistent with the requirements of the proposed acquisition. The acquisition milestones specified in the table below are examples which may be tailored to each unique acquisition. The PM, CS, and CO must sign the schedule where provided. The CO/CS must update and revise the schedule, as necessary, to track progress of the acquisition and maintain the schedule as part of the contract file. The review and approval of the signatories of the AP must mutually agree to any revisions to the milestone dates that will impact meeting the scheduled award.

Acquisition Milestone

1. Business Case Completed2. Acquisition Plan (AP) Approved by CO3. Acquisition Plan Received by CCO or designee4. Market Research Completed5. Small Business Review Completed

6. Small Business Bundling Determination Approved7. 8(a) offering letter sent to SBA8. SBA approval of acquisition in the 8(a) program9. Justification and Approval (J&A) for Other than Full and Open Competition)/Limited Source Justification (LSJ) Routed for approval10. J&A/LSJ Approved

11. Legal review as required12. Presolicitation Notice Published in FedBizOpps13. Solicitation Issued14. Pre-proposal Conference Held15. Proposals/Quotations/Bids Received

16. Initial Technical Review Completed17. Initial Technical Report/Minutes Received18. Competitive Range Determination Completed19. Site Visits/Surveys Completed20. Negotiations Start

21. Negotiations Completed22. Final Proposal Revisions Received23. Final Technical Review Completed24. Final Technical Report/Minutes Received25. Source Selection Approved

26. DOL EEO Clearance Obtained (over $10M)27. Subcontracting Plan, concurrence by SBS & PCR28. Internal Pre-award Review/Approval Completed29. External Pre-award Review/Approval Completed30. Contract Award Issued

31. Post-award Notifications Issued (e.g., Congressional Notification)32. Award Synopsis Published Acquisition Milestone Target Date Revised Date Completion Date FAR 7.105(b)(22) Identification of Participants in Acquisition Plan Preparation Reviews and Approvals of Acquisition Plan Note: Please fill in with N/A for Reviews and Approvals that are not required due to the value of the Acquisition.

Official N/A Name and Title Signature Date Funds Certifying Official Requiring Activity Representative Requiring Activity Representative's Immediate Supervisor Program Manager Head of the Sponsoring Program Office Contracting Officer Chief of the Contracting Office Office of the General Counsel (Legal) Head of the Contracting Activity Competition Advocate HHS Senior Procurement Executive *Please submit final draft and properly reviewed APs with appropriate signatures, which require review and approval at the Department to: OGAPA@HHS.gov - Subject Line should include “Department Review and Approval for AP” (see section 1.4 of the APG guidance for additional information.

Request for changes to this Template may be submitted to the Director, Office of Acquisition Policy (OAP). After review accepted changes will be approved by the Senior Procurement Executive (SPE). The Director, OAP will document all approved changes, to include publishing as required.

11.0.0.20130303.1.892433.887364 Acquisition Planning Health and Human Services Acquisition Planning

BUY INDIAN = 230, SDVOSB = 485 ,HUBZONE = 236, BUY INDIAN & HUBZONE = 29