Proposed acquisitions meeting the criteria/thresholds at 7.104-91(a) must be summarized using the Advance Acquisition Planning Template below and submitted electronically to the DLA Supplier Operations Branch (J-72) for review. Responses to this submission will be provided within 15 calendar days after receipt.
Template questions that do not apply to your activity should be answered as not applicable (N/A). If further detail is required, provide it at the bottom of the template.
All templates requiring review/approval at DLA HQ must be approved by the Chief of the Contracting Office and coordinated with the contracting activity’s Associate Director of Small Business and Office of Counsel. (The local coordination and approval will be documented by filling in the associated names and dates corresponding to the coordination and approval at the bottom of the template).
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Category ("X" the proper category): Tailored Logistics Support Contract (PV____, MPV____, other TLSC____); DVD____; Corporate Contract____; Strategic Supplier Alliance____; Electronic Catalog___; Long Term Contract____; Multi-Year Contract _____; Time and Materials (or clins included)____;Other_____.
Describe the initiative, primary customers, and what is being contracted for:
2. Reason for Initiative:
3. Identify any unique aspects of this initiative:
4. Contract Type: _______ Anticipated Award Date: (MM/YY) ______Sol Issuance Date:__________
5. If Time and Materials/Labor Hours (or clins 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.
6. Dollar value if other than LTC: _________________. For LTC, complete chart below:
LTC Contract
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Base Period
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Option Period(s)
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Total $ Value
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Length
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Estimated Dollar Value
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Guaranteed Minimum Dollar Value
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7. Competition ("X" one): Full & Open____; Other than full & open (cite authority) ______.
8. Describe the performance metrics: what are they; how will they be measured; how often will they be measured; who will measure them; and what is the expected outcome.
9. Has your activity previously purchased the item(s): Yes __No__
10. Acquisition will be conducted using FAR Part 12: Yes___ No____
11. Basis for Commercial/Non-commercial determination: _____________________
12. Number of NSNs/Part Numbered (PN) Items: ________
13. Are NSNs/PNs: Competitive ________ Non-competitive______ Some of each _______
14. Number of items previously provided by small business: ________
15. Nomenclature & Quantity:
16. Delivery Requirements:
17. 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:
20. What are the logistical benefits of this initiative? (e.g. reduced ALT/PLT; reduced inventory; reduced customer wait time (CWT); increased supply availability; improved readiness; added contractor services such as forecasting, inventory management, quality; reduced manual PRs (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 FebBizOpps, Internet notice, etc.), describe planned efforts to solicit responses from HUBZones, women-owned small businesses, small disadvantaged businesses, and service-disabled veteran-owned business concerns.
23. Was any portion of this requirement considered for placement in the 8(a) program? If not, why not?
24. Was any portion of this requirement set aside for small businesses? _______________
25. If no portion is set aside for small business, why not? ___________________________
26. Describe incentive strategies that will be used to evaluate offers or that encourage prime contractors to establish subcontracting opportunities with small businesses:
27. Describe how surge and sustainment (S&S) will be addressed.
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28. 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:
a. Potential workload/financial impact at other ICPs, and affected field activities such as DDC.
b. Contract management strategy and workload impact:
c. Quality/engineering/technical issues:
d. Effect on all military services, in addition to the primary customer:
Contracting Activity:
Coordination: ___________________________
Office of Counsel
Coordination: ___________________________ _______
Director of Small Business Date
Approved: __________________________ _______ Chief of the Contracting Office Date
Date received in J-72 (mm/dd/yy) ___________
Approved: Yes ____ No _____ HQ DLA/J-72: _________________ Date: __________
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