Acquisition Plans

Acquisition planning documents based on complexity and dollar value

Market Research Report

Determination & Findings (D&F)

D&F

Local Legal Review

Statement of Work (SOW)/Performance Work Statement (PWS)/Statement of Objectives (SOO)

Funding Document(s), as applicable

Draft Letter Contract, as applicable

Requests for Proposals, Invitations for Bids, Request for Quotes

Solicitation

Requirements Package (SOW/PWS/SOO, CDRLs, DD254, etc.)

Acquisition Planning Documents or Brief (as applicable)

Local Legal Review

Competitive -

Evaluation Plan or Source Selection Plan

Additional documents as requested by DPC for Phase 1 Peer Review

Non-Competitive -

J&A

Requests for Final Proposal Revisions (FPR)

(competitive only)

Evaluation Notices (ENs) and Contractor Responses

Draft Source Selection Evaluation Board (SSEB) Report

Draft FPR notice

Additional documents as requested by DPC for Phase 2 Peer Review

Terminations

Termination Authority Form

Modification

Local Legal Review

Show Cause Letter

Ratifications

D&F (including all documentation of unauthorized commitment)

Local Legal Review

Ratification Checklist with associated documents

Acquisition planning is required for ALL acquisitions. Simplified acquisition planning can be used for acquisitions below DFARS thresholds for a written acquisition plan. See SOFARS 5607.104. Reference DCG Part 7 for various planning documents. As delineated in DFARS 207.103(g), the Program Manager, or other official responsible for the program, has overall responsibility for the acquisition planning. The PM shall prepare the acquisition planning documents with coordination from the KO.

AP Coordination - IAW FAR 7.104(c), acquisition plans proposing other than full and open competition shall be coordinated with the cognizant advocate for competition. IAW FAR 7.104(d)(1), acquisition plans exceeding $8M not entirely reserved or set-aside for small business require small business specialist coordination.

AP Approval - PEO/Director/O-6 or civilian equivalent are authorized to approve non-competitive acquisition plans.

RFP Reviews apply to all contracting actions, including task orders and delivery orders, regardless of method (i.e. FAR Part 8, 12, 13, 15, 16, etc.).

Exception: Delivery or task orders issued from pre-priced IDIQ contracts with a defined delivery schedule or period of performance.

Contract Clearance Reviews apply to all contracting actions, including task orders and delivery orders, regardless of method (i.e. FAR Part 8, 12, 13, 15, 16, etc.). Contract Clearance review may be waived by the Business Clearance Approval Authority. Details of the negotiation must be documented and included in the post-negotiation portion of the Business Clearance Memorandum in accordance with FAR 15.406-3.

Exception: Delivery or task orders issued from pre-priced IDIQ contracts with a defined delivery schedule or period of performance.

¹ When the HCD is also the KO, approval authority is one level above the HCD.

² When the HCD is also the KO, the approval authority will be the HCA.

³ For SOF AT&L-KP, the cognizant policy LNO for review and approvals is SOF AT&L-KB.

NOTE: The USSOCOM Acquisition Executive/Senior Procurement Executive (AE/SPE) designates as, and delegates the duties of, the USSOCOM Agency Advocate for Competition (AAC) to the Deputy Director of Procurement, and the Procuring Activity Advocate for Competition (PAAC) to each Division Chief of SOF AT&L-KF/KH/KP/KW/KI/KR/KS and Field Contracting Office Chiefs.

¹ When the FCO is also the KO, approval authority is one level above the FCO.

² When the FCO is also the KO, the approval authority will be the HCA.

NOTE: The USSOCOM Acquisition Executive/Senior Procurement Executive (AE/SPE) designates as, and delegates the duties of, the USSOCOM Agency Advocate for Competition (AAC) to the Deputy Director of Procurement, and the Procuring Activity Advocate for Competition (PAAC) to each Division Chief of SOF AT&L-KF/KH/KP/KW/KI/KR/KS and Field Contracting Office Chiefs.

¹ When the FCO is also the KO, approval authority is one level above the FCO.

² When the FCO is also the KO, the approval authority will be the HCA.

NOTE: The USSOCOM Acquisition Executive/Senior Procurement Executive (AE/SPE) designates as, and delegates the duties of, the USSOCOM Agency Advocate for Competition (AAC) to the Deputy Director of Procurement, and the Procuring Activity Advocate for Competition (PAAC) to each Division Chief of SOF AT&L-KF/KH/KP/KW/KI/KR/KS and Field Contracting Office Chiefs.

¹ When the FCO is also the KO, approval authority is one level above the FCO.

² When the FCO is also the KO, the approval authority will be the HCA.

NOTE: The USSOCOM Acquisition Executive/Senior Procurement Executive (AE/SPE) designates as, and delegates the duties of, the USSOCOM Agency Advocate for Competition (AAC) to the Deputy Director of Procurement, and the Procuring Activity Advocate for Competition (PAAC) to each Division Chief of SOF AT&L-KF/KH/KP/KW/KI/KR/KS and Field Contracting Office Chiefs.

¹ When the FCO is also the KO, approval authority is one level above the FCO.

² When the FCO is also the KO, the approval authority will be the HCA.

NOTE: The USSOCOM Acquisition Executive/Senior Procurement Executive (AE/SPE) designates as, and delegates the duties of, the USSOCOM Agency Advocate for Competition (AAC) to the Deputy Director of Procurement, and the Procuring Activity Advocate for Competition (PAAC) to each Division Chief of SOF AT&L-KF/KH/KP/KW/KI/KR/KS and Field Contracting Office Chiefs.

¹ When the FCO is also the KO, approval authority is one level above the FCO.

² When the FCO is also the KO, the approval authority will be the HCA.

NOTE: The USSOCOM Acquisition Executive/Senior Procurement Executive (AE/SPE) designates as, and delegates the duties of, the USSOCOM Agency Advocate for Competition (AAC) to the Deputy Director of Procurement, and the Procuring Activity Advocate for Competition (PAAC) to each Division Chief of SOF AT&L-KF/KH/KP/KW/KI/KR/KS and Field Contracting Office Chiefs.

¹ When the FCO is also the KO, approval authority is one level above the FCO.

² When the FCO is also the KO, the approval authority will be the HCA.

NOTE: The USSOCOM Acquisition Executive/Senior Procurement Executive (AE/SPE) designates as, and delegates the duties of, the USSOCOM Agency Advocate for Competition (AAC) to the Deputy Director of Procurement, and the Procuring Activity Advocate for Competition (PAAC) to each Division Chief of SOF AT&L-KF/KH/KP/KW/KI/KR/KS and Field Contracting Office Chiefs.

¹ When the FCO is also the KO, approval authority is one level above the FCO.

² When the FCO is also the KO, the approval authority will be the HCA.

³ SAT for acquisitions in support of contingency operations applies to any contract to be awarded and performed, or purchase to be made, outside the United States. Otherwise, the standard SAT applies.

NOTE: The USSOCOM Acquisition Executive/Senior Procurement Executive (AE/SPE) designates as, and delegates the duties of, the USSOCOM Agency Advocate for Competition (AAC) to the Deputy Director of Procurement, and the Procuring Activity Advocate for Competition (PAAC) to each Division Chief of SOF AT&L-KF/KH/KP/KW/KI/KR/KS and Field Contracting Office Chiefs.

1) IAW DoDI 5000.74 the decision authority or designee listed below will be responsible for the review and approval of the acquisition strategy. The Senior Service Manager (SSM) is PEO-SV. PEO or DPEO for service acquisitions assigned to a respective PEO, may approve acquisition strategies.

2) For TAKO, the approval authority is AMCOM Director, Special Programs (Aviation). For acquisitions exceeding $85.5M that are not performance-based, see SOFARS 5637.170-2.

3) For those acquisitions that require a formal written acquisition plan as delineated in DFARS 207.103, a separate acquisition plan is not required if the acquisition strategy includes the contents of written acquisition plans (FAR 7.105 and PGI 207.105), as applicable.