[Code of Federal Regulations]

[Title 48, Volume 4]

[Revised as of October 1, 2006]

From the U.S. Government Printing Office via GPO Access

[CITE: 48CFR307.104]



[Page 18]

 

            TITLE 48--FEDERAL ACQUISITION REGULATIONS SYSTEM

 

                  CHAPTER 3--HEALTH AND HUMAN SERVICES

 

PART 307_ACQUISITION PLANNING--Table of Contents

 

                   Subpart 307.1_Acquisition Planning

 

Sec. 307.104  General procedures.





    (d) Each contracting activity shall prepare an Annual Acquisition 

Plan (AAP). The AAP is a macro plan, containing a list of anticipated 

contract actions over the simplified acquisition threshold and their 

associated funding, as well as the aggregate planned dollars for 

simplified acquisitions by quarter, developed for each fiscal year. The 

AAP shall conform to reasonable budget expectations and shall be 

reviewed at least quarterly and modified as appropriate. The chief of 

the contracting office (CCO) shall obtain this information from the 

program planning/budget office of the contracting activity and use the 

AAP to provide necessary reports and monitor the workload of the 

contracting office. For contract actions, the plan shall contain, at a 

minimum:

    (1) A brief description (descriptive title, perhaps one or two 

sentences if necessary);

    (2) Estimated award amount;

    (3) Requested award date;

    (4) Name and phone number of contact person (usually the project 

officer);

    (5) Other information required for OPDIV needs.

    (e) Once the AAP is obtained, the contracting officer/contract 

specialist shall initiate discussions with the assigned project officer 

for each planned negotiated acquisition over $100,000 except for:

    (1) Acquisitions made under interagency agreements, and

    (2) Contract modifications which exercise options, make changes 

authorized by the Changes clause, or add funds to an incrementally 

funded contract. (The HCA may prescribe procedures for contract actions 

not covered by this subpart.)

    (f) The purpose of the discussions between the contracting and 

project officers is to develop an individual acquisition planning 

schedule and to address the things that will need to be covered in the 

request for contract (RFC), including clearances, acquisition strategy, 

sources, etc. The project officer must either have a statement of work 

(SOW) ready at this time or must discuss in more detail the nature of 

the services/supplies that will be required.

    (g) Standard lead-times for processing various types of acquisitions 

and deadlines for submission of acceptable RFCs (that is, RFCs which 

include all required elements such as clearances, funding documents, and 

an acceptable SOW) for award in a given fiscal year shall be established 

by the HCA or designee not lower than the CCO.

    (h) The outcome of the discussions referenced in paragraph (f) of 

this section between the project officer and the contracting officer/

contracting specialist will be an agreement concerning the dates of 

significant transaction-specific acquisition milestones, including the 

date of submission of the RFC to the contracting officer. This milestone 

schedule document will be prepared with those dates and will be signed 

by the project officer and the contracting officer. The milestones 

cannot be revised except by mutual agreement of these same individuals. 

If the planning schedule indicates the need to obtain approval of a 

Justification for Other than Full and Open Competition, the CCO must 

sign the milestone agreement. This document shall be retained in the 

contract file. All other considerations that will affect the acquisition 

(technical, business, management) shall be addressed in the RFC (see 

307.71).