# DLAD PGI

- PGI 7.104-91 ADVANCE ACQUISITION PLANNING TEMPLATE (AAPT).

PGI 7.104-91 ADVANCE ACQUISITION PLANNING TEMPLATE (AAPT).

(a) The AAPT or acquisition plan submitted to DLA HQ Acquisition Operations Division (J72) for review must reflect documented coordination by the field activity with the field activity's Director of Small Business or Small Business Specialist and Counsel with approval by the Chief of the Contracting Office (CCO). (Refer to DLAD 7.104-91 where the Acquisition Plan may be submitted instead of the AAPT.)

(b) The AAPT or acquisition plan will be submitted as early as possible in the acquisition planning process, and at least fifteen (15) business days prior to completion of any formal procurement documents, to include the final BCA, if applicable, and solicitation. The AAPT or acquisition plan will be electronically submitted by the field activity to DLA HQ J72 for review and approval by the J7, once the contracting activity has sufficient information.

(c) DLA HQ J72 is responsible for review coordination among DLA HQ J code directorates, Small Business, and General Counsel. DLA HQ J72 will advise the contracting activity normally within ten (10) business days after receipt of the AAPT (or acquisition plan) if the proposed acquisition is approved or whether the DLA HQ J7 requires an IARB. Complex or high-dollar acquisitions may require up to twenty (20) business days for approval. If the DLA HQ J72 advises that an IARB will be held, the notification will be in writing by the DLA HQ J72 on behalf of the DLA HQ J7. The field activity must consider this review as additional time within their planned Procurement Administrative Lead Time (PALT).

(d) During DLA HQ review of the AAPT or acquisition plan, the DLA HQ J72 may request other supporting documentation from the field activity, depending on the type of acquisition and its complexity, e.g., D&F, J&A, consolidation determination, and/or draft solicitation.

(e) Review comments require resolution and/or written responses from the field activity to DLA HQ J72, as well as approval from the DLA HQ J72 on behalf of the DLA HQ J7, prior to proceeding with the acquisition.

(f) Review and approval by DLA HQ will be provided in writing to the field activity by the DLA HQ J72 on behalf of the DLA HQ J7.

(g) Once the proposed acquisition is approved, no significant changes shall be made without prior DLA HQ J7 approval or by the DLA HQ J72 on behalf of the DLA HQ J7.

(h) After approval of the AAPT or acquisition plan, DLA HQ J72 may perform a follow-up review, requesting other documentation, depending on the type of acquisition and its complexity, e.g., D&F(s), J&A, consolidation determination, solicitation, and/or contract with pricing memoranda.

(i) Proposed acquisitions meeting the criteria and thresholds at DLAD 7.104-91 must be summarized using the AAPT below, in paragraph (j), to include milestones. (Refer to DLAD 7.104-91, which allows an alternate submission, the acquisition plan.) Include a discussion, with factual basis and legal analysis, of whether the planned acquisition constitutes a consolidation in accordance with DFARS Subpart 207.170. Submit the AAPT electronically to DLA HQ J72 for review. A response from DLA HQ J72 on behalf of the DLA HQ J7 will be normally be provided within ten (10) business days after receipt. A complex acquisition may take up to twenty (20) business days. Review comments require written responses with resolution to DLA HQ J72 from the field activity, then written approval from DLA HQ J72, through signature on the AAPT, on behalf of the DLA HQ J7, prior to proceeding with the acquisition.

(j) Advance Acquisition Planning Template.

1. Category ("X" the proper category or categories):

Services _________ | Supplies _________ | Other (describe), e.g., Electronic Catalog, GSA Schedule, etc.___

Direct Vendor Delivery (DVD)____ | Performance Based Logistics____ | Tailored Logistics Support (TLS) _________

Corporate Contract/ Strategic Supplier Alliance______ | Prime Vendor (PV) _____

Long Term Contract____ | Multi-Year Contract _____

2. Describe the initiative, primary customers, and what requirement is being procured.

3. Reason for Initiative:

4. Identify any unique aspects of this initiative:

5. Contract Type: _______

Time and Materials (or Contract Line-item(s) (CLIN(S) included)____

Solicitation Issuance Date: __________

Anticipated Award Date: ______

6. If Time and Materials/Labor Hours (or CLIN(S) included), discuss history, frequency, and definiteness of this requirement, such that another contract type may suffice. If none do, discuss strategy to transition to other contract type over time and contract administration measures for mitigating risk.

7. Dollar value if other than a Long Term Contract (LTC): _________________.

For a LTC, complete chart below:

LTC Contract | Base Period | Option Period(s) | Total $ Value
Length |  |  |
Total Estimated Maximum Dollar Value, to include surge requirements |  |  |
Guaranteed Minimum Dollar Value |  |  |

8. Competition ("X" one):

Full and Open____ Other than full and open (cite authority) ______

9. Describe the performance metrics, i.e., what are the metrics, how the metrics will be measured, how often the metrics will be measured, who will measure them, and what is the expected outcome.

10. Has your activity previously purchased the item(s): Yes __No__

If yes, briefly summarize the previous history.

11. Acquisition will be conducted using FAR Part 12: Yes___ No____

12. Basis for Commercial or Non-commercial determination: _____________________

13. Number of National Stock Numbers (NSNs)/Part Numbered (PN) Items: ________

14. Are NSNs/PNs: Competitive ________ Non-competitive______ Combination _______

15. Number of items previously provided by small business: ________

16. Nomenclature & Quantity (or attach listing):

17. Delivery Requirements, if applicable:

Will any supplies be delivered to stock? Yes ______ No ________

18. Describe market surveys and/or market research conducted and the results:

19. Planned evaluation strategy (e.g., lowest price, technically acceptable (LPTA) or best value):

20. What are the logistical benefits of this initiative? (e.g. reduced Administrative Lead Time (ALT) and/or Procurement Lead Time (PLT); reduced inventory; reduced customer wait time (CWT); increased supply availability; improved readiness; added contractor services such as forecasting, inventory management, quality; reduced manual Purchase Requests (i.e., from touch labor)

21. Describe planned efforts to reduce PLT (e.g. using common-process parts groupings, arranging for access to long-lead time materials/ components, setting PLT reduction goals, etc.)

22. In addition to publicizing the acquisition to the general public (e.g. via Federal Business Opportunities (FedBizOpps), Internet notice, etc.), describe planned efforts to solicit responses from Historically Underutilized Business Zones (HUBZones), women-owned small businesses, small disadvantaged businesses and/or 8(a) firms, and service-disabled veteran-owned small business concerns.

a. Was any portion of this requirement considered for placement in the 8(a) program? If not, why not?

b. Was any portion of this requirement set aside for small businesses? _______________

c. If no portion is set aside for small business, why not? ___________________________

d. Describe incentive strategies that will be used to evaluate offers or that encourage prime contractors to establish subcontracting opportunities with small businesses.

23. Describe how surge and sustainment (S&S) will be addressed, if applicable.

24. Provide a statement that addresses each of the following concerns, if applicable. If information is not yet available, identify whether these issues will be addressed in the acquisition plan or another contacting document (describe the latter):

a. Potential workload and/or financial impact at other Inventory Control Points (ICPs), and affected field activities such as DLA Distribution, if any.

b. Contract management strategy and workload impact:

c. Quality, engineering, and/or technical issues, if any:

d. Effect on the military service(s), in addition to the primary customer:

25. List all significant milestones, from pre-solicitation to award, to include transition and/or extension of the current contract or need for a bridge contract:

Description | Date

Contracting Activity Coordination:

___________________________ _______

Office of Counsel Date

___________________________________________ _______

Director of Small Business/ Small Business Specialist Date

Approved:

__________________________ _______

Chief of the Contracting Office Date

Date received in J72 ___________

Revisions and/or responses requested by DLA HQ from the field activity (date(s)) __________

Approved (on behalf of the DLA HQ Senior Procurement Executive):

_____________________________________________ __________

Chief, Acquisition Operations Division (J72), DLA HQ Date