Course
Description
This FAI-compliant course is the first
of a three-part series in Intermediate Contracting designed
to provide experienced, intermediate-level contracting
personnel with skills beyond those taught in the Fundamentals
of Contracting curriculum. Acquisition Planning II covers
pre-solicitation activities in more depth than Acquisition
Planning I. Additionally, the course addresses a number
of special topics that are not discussed in Acquisition
Planning I.
The course is designed around a comprehensive set of
learning objectives that are achieved through lecture-discussion,
practical exercises, and case study techniques.
The target audience for this course consists of personnel
involved in the contract specialist (GS 1102) career
path. Others involved in the planning of complex requirements
could benefit from the text and classroom discussion
as well. A minimum of one year of experience in the
contracting field is recommended as preparation for
this course.
ACE
Credit Recommendation
In the lower division baccalaureate degree category,
2 semester hours in Business Administration, Federal
Acquisition, Public Administration, Procurement Management,
or Purchasing.
Prerequisites
To ensure success, we recommend students have completed
the following courses:
Acquisition Planning I, Contract Formation I, Contract
Administration I, Price Analysis, Cost Analysis and
Federal Contract Negotiation.
Course
Objectives
Upon successful completion of this course, the student
will be able to:
- Understand
the legal environment of contracting
-
Determine the governments need
-
Analyze the requirement
-
Handle unsolicited proposals
-
Plan for source selection
-
Include the proper terms and conditions in a solicitation
|
| Course
Content |
| Lesson
1: |
Initiating
the Acquisition |
| |
-Distinguish
the roles and responsibilities of acquisition personnel
in forecasting requirements. -Determine an effective acquisition
strategy. |
| Lesson
2: |
Market
Research |
| |
Given
a purchase request for complex requirement: -Determine
the extent of, and techniques for, acquiring additional
market research needed for an acquisition. -Assess the
impact of market research on an acquisition. |
| Lesson
3: |
Requirements
Documents |
| |
Given
market research and draft requirements documents: -Determine
adequacy of the requirements' documents. -Determine whether
to authorize acceptance of a variation in quantity and/or
the use of reconditioned materials, former government
surplus property or residual inventory. |
| Lesson
4: |
Advisory and Assistance Services |
| |
Given
various sample requirements for specialized services:
-Determine if advisory and assistance services are appropriate
and if there are potential conflicts of interest. |
| Lesson
5: |
Government
Property |
| |
Given
a purchase request and information on the availability
of government property: -Determine whether to furnish
the property. |
| Lesson
6: |
Type
of Contract |
| |
Given
a variety of acquisitions: -Determine the type of contract
agreement, as well as associated pricing arrangements,
that will best mitigate and apportion expected risk and
select a method to provide for recurring requirements.
|
Lesson
7: |
Contract
Financing |
|
Given
a purchase request and market research data: -Select government
financing methods (or none), including related provisions
and clauses, for a noncommercial requirement. -Complete
the appropriate finance provisions and clauses for inclusion
in the solicitation. |
Lesson
8: |
Bonds |
|
-Identify
the need for bonds in contracts other than construction.
-Recognize situations, which require bonding terms and
conditions due to high-risk markets. |
| Lesson
9: |
Non-Price
Factors |
| |
Given
acquisition histories, market data, purchase requests,
requirements documents, the statement of work and/or recommended
non-price factors for award: -Analyze non-price factors
used in prior or comparable acquisitions. -Recognize how
to develop evaluation factors for a new or complex requirement.
|
Lesson
10: |
Acquisition
Planning |
|
Given
acquisition forecasts, histories, and market research:
-Develop an acquisition plan. |
Lesson
11: |
Source
Selection Plans |
| |
Given
purchase requests, acquisition histories, market data,
and decisions made in all previous steps of the procurement
planning phase: -Determine the roles and responsibilities
of each source selection participant, including non-government
evaluators. -Assess procedures for safeguarding source
selection information. -Identify key elements of a source
selection plan including those to be incorporated into
the RFP. -Develop a source selection plan so that sound
business judgments can be made. |
