PART 7 -- ACQUISITION PLANNING

TABLE OF CONTENTS

SUBPART 7.1 --
ACQUISITION PLANS

7.101 Definitions.

Component
Acquisition Executive (CAE). The CAE has oversight and review
authority for all acquisition matters and reports to the Director,
DISA. The CAE has the authority and is accountable for all
acquisition functions and activities in the Agency. (Source: DISAI
610-225- 2*)

Procurement Services Executive (PSE). Serves as the HCA for Agency
procurements. DISA Mission Partner. Internal DISA program office
(i.e., requirements office).

DISA Program/Project. A DISA funded logical grouping of requirements
designed to provide a new, improved, or continuing capability in
response to a validated operational capability.

DISA Program Plan. A budgetary plan of requirements supporting a
specific DISA Program for any given fiscal year (FY). The Annual
Program Plan Review is the forum for obtaining program plan approval.

High-Risk
Contracts/CLINs. High-risk contracts include non-competitive or
limited competition contracts and cost reimbursement and
time-and-materials/labor-hour contracts. High-Risk CLINs are cost
reimbursement and time-and-materials/labor-hour types. When a
combination of types is used (sometimes referred to as a hybrid ),
the contract is considered high-risk if the high-risk CLINs
constitute 50% or more of the total estimated cost. The definition of
high-risk does not include direct 8(a)
contracts equal to or below the $4M competitive threshold.

Integrated
Product Team (IPT). A cross-functional team formed for the specific
purpose of delivering a capability for an external or internal
mission partner.

Independent
Government Cost Estimate (IGCE). The IGCE is a required evaluation
tool in DISA source selections. 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.

Non-DISA
Mission Partner. An external program office (i.e., requirements
office), such as other DoD Components and other Federal Agencies.

Program
Executive Officer (PEO). A PEO is appointed by the CAE to manage
portfolios of programs, projects, initiatives, and services. (Source:
DISAI 610-225-2*)

Program Manager (PM)
or Program Management Office (PMO). The designated person (i.e.,

requirements
official) or office who is responsible for developing and maintaining
a written plan, or for the planning function in those acquisitions
not requiring a written plan.

Decision Authority
(DA). A DA is an official designated by the CAE to manage portfolios
of programs, projects, and services.

7.103 Agency-head responsibilities.

(S-90) A written plan (combined AS/AP, standard, or streamlined)
shall also be prepared for: (See Table 7-1 for thresholds and
approval authority)

(1)
Cost Reimbursement, Time-and-Materials, and Labor Hour Contracts,
regardless of the total
estimated cost.

(2)
Combination of Contract Types, also known as a hybrid contract that
include Cost Reimbursement, Time-and-Materials, and Labor Hour
Contract Line Items that constitute 50% or more of the estimated
value.

Table
7-1 Acquisition Plan Thresholds and Approvals

Contract Type	Dollar Threshold	Acquisition Plan Type	Approver
CR/High Risk (Order/Contract/IDIQ/BPA)	<$50M	Streamlined	CoCO
All Orders/ Contracts/IDIQs/BPAs for any FY	≥$25M	Streamlined	CoCO
All Orders (all years)	≥$50M to $100M	Streamlined	CoCO
Contract/IDIQ/BPA (all years)	≥$50M to $100M	Standard or Combined*	CoCO
Contract/IDIQ/BPA (all years)	>$100M	Standard or Combined*	SPE
All Orders (all years)	>$100M	Streamlined	SPE

*Note: See
(S-91) for Exceptions

(S-91) Exceptions.

(1) The
contracting officer is not required to prepare a written acquisition
plan as required by 7.103
when --

(i) Orders
are placed against a single award ID/IQ or a single award
BPA;

(ii) Directed
8(a)
Procurements.

(iii) There
is a waiver from the
HCA.

(2) When
an acquisition strategy is required, the use of a
combined AS/AP is prohibited when
--

(i) The
mission partner is
Non-DISA; or

(ii) An
acquisition strategy covers multiple requirements.

(3)
Contract
actions which serve to provide a bridge of an incumbent
contractor s performance between an expiring contract/order and a
follow-on competitive or non-competitive contract/order, which have a
period of performance of 12 months or less, do not require a new
written AP. However, the approved AP shall be revised as
appropriate. Revisions
required as a result of a bridge action shall use the bridge value as
the approval threshold (vs. cumulative value of AP). If the bridge
value is under $100M, COCO shall be the approval authority. AP
revisions should follow format as described in DARS 7.104(S-93)(1).

(S-92) Limitation on single award
contracts.

In
accordance with DARS 16.504(c)(1)(ii)(D)(1), the approval
authority is the HCA for singleaward indefinite delivery/indefinite
quantity (ID/IQ) contracts above $112 million. The Determination and
Findings (D&F) (required by FAR 16.504(c)(1)(ii)(D)), and the AP
will be routed to the SPE through the PSD Front Office. The HCO shall
forward the AP, the adjudication of critical comments email, and the
D&F to the PSD Front Office staff for routing.

7.104 General procedures

(S-90) PSD
prescribes policies and procedures for acquisition planning in
accordance with FAR7.103 and DFARS 207.103 that are consistent with
the guidelines provided therein. All Acquisition Plan templates,
procedures, supporting documentation and Concurrent Coordination
email templates are located in DARS
PGI
7.104(S-90).

(S-91) In routing of the combined AS/AP or standard AP, the PMO
shall include a draft statement of objectives/performance work
statement/statement of work, an Independent Government Cost Estimate
(IGCE) or cost estimate and the Market Research Report. The DISA IGCE
Handbook can be found at
https://www.ditco.disa.mil/hq/deskbooks/DISA%20IGCE%20Deskbook.doc.
The Market Research Report template can be found in DARS
PGI 7.104(S-91) (See PGI 10).

(S-92) The contracting officer and the contract specialist shall
review the Acquisition Strategy and Service Requirements Approval
Document (SRAD) over $10M prior to completing and finalizing any
acquisition plans and file the Acquisition Strategy within the
official contract file. If the contracting officer or contract
specialist identifies any areas where the procurement mustdeviate
from the approved acquisition strategy, the contracting officer or
contract specialist shall notify the program office immediately so
the program manager can take the necessary corrective action(s).

(S-93) AP revisions. Follow guidance at DARS
PGI 7.104(S-93) for pre-award AP revisions or post-award AP
revisions (limited to substantive changes or bridge actions).

(S-94) AP files.

(1) The
PMO shall maintain a copy with signatures of the combined AS/AP or
standard AP and any subsequent
revisions.

(2) The
contracting officer shall ensure the original approved combined AS/AP
or standard AP and all subsequent revisions become part of the
official contract
file.

7.105 Contents of written acquisition plans.

(b)(6) Acquisition considerations. The AP should address
the minimum guarantee (dollars to be obligated at contract award for
the base period) and the maximum dollar amount to be ordered. (See
FAR 16.504(a)(2) and DARS 16.504(S-90)).

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

7.107-2 Consolidation.

(a) The HCA is the approval authority for consolidation
determination and findings (D&F). The DISA Office of Small
Business Programs (OSBP) shall review the D&F prior to being
routed to the HCA for
signature.