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Acquisition Planning

August 12 - 16, 2013
08:30 - 16:30, MON-FRI		Instructor: Dooley MelanieWashington, DC$1245

Overview:
The purpose of acquisition planning is to ensure that the government meets its needs in the most effective, economical and timely manner. As acquisitions become more complex and costly, it becomes more important that actions be supported by extensive planning. The preparation of a written plan is often necessary to document the process and provide evidence of management concurrence. Take this course to help ensure that your organization's needs are satisfied in terms of performance, cost and delivery.

This course is equivalent to Defense Acquisition University (DAU) course CON110, Mission Support Planning.
Who Should Attend?
Contracting personnel and others involved in acquisition. This course or DAU CON110 is required for Level I Federal Acquisition Certification in Contracting.
Learning Outcomes:
  • Determine availability of funding
  • Obtain and compile appropriate data to frame solicitations
  • Critique commercial specifications and performance-based statements of work
  • Effectively identify sources and develop commercial source lists
  • Make set-aside decisions
  • Determine the appropriateness of 8(a) contracts
  • Determine the appropriateness of full and open competition
  • Determine whether to solicit for lease, purchase or both
  • Prepare an effective acquisition plan and more
    		•
    Outline:
    Agenda
    Day 1
    Introduction
    Lesson 1: The Contracting Environment
    • Objectives of Acquisition Reform
    • Goals of the Federal Acquisition System
    • Federal Organizations and Roles
    • Elements of a Contract
    • Contracting Officer Role and Authority
    • Standards of Conduct for Acquisitions
    Lesson 2: Initiating the Acquisition
    • Forecasting Requirements
    • Acquisition Planning
    • Purchase Requests
    • Exercises 2-1, 2-2, 2-3
    Day 2
    Lesson 2: Initiating the Acquisition (continued)
    • Funding
    • Exercises 2-4, 2-5, 2-6
    • Recurring Requirements
    Lesson 3: Market Research
    • Checking Out the Marketplace
    • Conduct Market Research
    • Identify Types of Market Information Needed for Acquisition
    • Review Acquisition Histories for Similar Requirements
    • Determine the Scope and Extent of Additional Research
    • Identify and Collect Data from Published and Online Sources
    • Estimate Price Level or Value Prior to Soliciting
    • Compile Information and Document the File
    • Exercises 3-1, 3-2, 3-3, 3-4, 3-5, 3-6.
    Lesson 4: Defining the Requirement
    • Description of the Requirements
    • Exercises 4-1, 4-2, 4-3
    • Review Acquisition Histories and Market Research
    • Modify or Replace Requirement Documents
    • Corrective Action
    • Delivery or Performance Schedules
    • Industry or Small Business Conferences
    • Issue Request for Information
    Day 3
    Lesson 4: Defining the Requirement (continued)
    • Government Furnished Property
    • Contractor Acquired Property
    Lesson 5: Personal and Nonpersonal Services
    • Authority to Purchase Services
    • Inherently Governmental Functions
    • Advisory or Assistance Services
    • Exercises 5-1, 5-2, 5-3, 5-4
    Lesson 6: Sources
    • Types of Sources
    • Required Sources
    • Exercise 6-1
    • Qualified Sources
    • Special Standards of Responsibility
    • Economy Act Acquisitions
    • Jeopardy!®: First Half of Course Review
    Day 4 Lesson 6: Sources (continued)
    • Small Business Set-Asides
    • Section 8(a) Acquisitions
    • Competition
    • Exercises 6-2, 6-3, 6-4
    • Unsolicited Proposals
    Lesson 7: Source Selection Planning
    • Nature and Scope of Planning
    • Noncost Evaluation Factors
    • Contracting Methods
    • Oral Presentations
    • Exercises 7-1, 7-2, 7-3, 7-4, 7-5, 7-6
    Day 5
    Lesson 8: Types of Contracts
    • Contract Types
    • Analyze the Risks of Performance
    • Contract Selection
    • Ordering Under Fixed-Price Contracts
    • Pricing Under Fixed-Price Contracts
    • Fee Arrangements to Under Cost-Reimbursement Contracts
    • Documentation and Determinations
    • Unpriced Orders Under Simplified Acquisitions
    • Letter Contracts
    • Exercise 8-1
    Lesson 9: Contract Financing and Payment Terms and Conditions
    • Contract Financing Terms
    • Contract Financing for Noncommercial Items
    • Noncommercial Item Financing
    • Financing for Commercial Item Purchase Contracts
    • Bond Procedures
    • Simplified Payment Methods
    • Exercise 9-1
    Lesson 10: Acquisition Planning
    • Planning Process
    • Jeopardy!®: Course Review
    • Course Review


    Course Details
    CODE:  ACQI7505D
    TYPE:  Classroom-Day
    LENGTH:  5 Day(s)
    CREDITS:  40 CPE
    > Who Should Attend?
    > Objectives
    > Course Syllabus
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