Acquisition Planning Lesson Plan

Session Title: Acquisition Planning

Session Duration: 2 Hours
Session Location: Online, ELearning Catalog
Primary Learning Objectives: Learners will be able to perform comprehensive acquisition
planning that meets agency policy and Federal Acquisition Regulation Part 7.
Correctly identify the four phases of acquisition planning with 100 percent accuracy.
Evaluate how the acquisition planning requirements included in Federal Acquisition Regulation
Part 7 apply to individual procurements with 100 percent accuracy.
Define the roles and responsibilities of the contracting officer versus the project officer during the
acquisition planning process.
Define with 100 percent accuracy who initiates the procurement, who performs Acquisition
Planning, who prepares the Procurement Package, who formulates the Advanced Procurement
Plan, and who must review and approve the plan.
Define and complete the four stages of acquisition planning which are: Acquisition Forecasting,
Procurement Initiation, Acquisition Planning, and Procurement Package.
Calculate Procurement Acquisition Lead Times (PALT) so that acquisition planning will take
place with sufficient lead time to ensure the acquisition is awarded in advance of the governments
need 100 percent of the time.
Formulate a Three Year Acquisition Plan appropriate to the acquisition.
Initiate a procurement in the electronic acquisition system with 100 percent accuracy
Organize and lead an Acquisition Planning Team appropriate to the acquisition.
Prepare an Advanced Procurement Plan in the electronic acquisition system that demonstrates
comprehensive acquisition planning appropriate to the acquisition.
Define and complete all documents that must be included in the Procurement Package appropriate
to the acquisition.


Time Slide # Content Process Resources
10
Min
Prequiz Prequiz20 questions designed to determine how
much knowledge the learner possesses in relation
to acquisition planning and current policies.

Learner will
take a prequiz
to assess their
previous
knowledge of
acquisition
planning.
CMM 7.1
2
Min
1 Explanation of new policy and why the policy is
necessary.
Learner will
read slide
content.
FAR Part 7
2
Min
2 Four Stages Of Acquisition Planning: Acquisition
Forecasting, Procurement Initiation, Acquisition
Planning, Procurement Package

Learner will
read slide
content.
CMM 7.1
2
Min
3 Chart depicting the four stages of Acquisition
Planning and their correct order.
Learner will
read slide
content.
CMM 7.1



2
Min
4 Roles and Responsibilities: Project Officer Vs
Contracting Officer

Learner will
read slide
content.
CMM 7.1
2
Min
5 Collaboration and Key Stakeholders Learner will
read slide
content.
CMM 7.1
5
Min
6 Practice Test:
Question 1: Choose the four stages of acquisition
planning from a list of 8 choices and place in
correct order.
Question 2: Who is responsible for acquisition
planning? (multiple choice)
Question 3: Who are the key stakeholders in
acquisition planning?
Learner will
actively
participate in
practice test
questions.
CMM 7.1
2
Min
7 Definition of Procurement Acquisition Lead
Times (PALT)


Learner will
read slide
content.
CMM 7.1
2
Min
8 Demonstration of how to calculate PALT

Learner will
read slide
content.
CMM 7.1
www.timeandate
.com
5
Min
9 Practice Test Question: Learner will be given a
scenario and asked to calculate PALT.
Learner will
actively
participate in
the practice
test question
CMM 7.1
2
Min
10 Definition of Three Year Acquisition Plan Learner will
read slide
content.
CMM 7.1
2
Min
11 Content of Three Year Acquisition Plan Learner will
read slide
content.
CMM 7.1
2
Min
12 Three Year Acquisition Plan Approval Levels Learner will
read slide
content.
CMM 7.1
3
Min
13 Practice Test:
Question 1: Who is responsible for completing a
Three Year Acquisition Plan? (Multiple Choice)
Question 2: When should the Three Year
Acquisition Plan be submitted? (Multiple Choice)
Question 3: Who approves the Three Year
Acquisition Plan? (Multiple Choice)
Learner will
actively
participate in
the practice
test questions.
CMM 7.1
2
Min
14 Explanation of How a Procurement is Initiated Learner will
read slide
content.
CMM 7.1



2
Min
15 Content of Procurement Initiation Learner will
read slide
content.
CMM 7.1
2
Min
16 Explanation as to how current Procurement
Initiation process compares to the old PIN
process.
Learner will
read slide
content.
CMM 7.1
2
Min
17 Discussion of the two main requirements of the
Acquisition Planning Phase: Acquisition
Planning Teams (APT) and Advanced
Procurement Plans (APP)
Learner will
read slide
content.
CMM 7.1
2
Min
18 Discussion of when APTs are required and who is
responsible for forming and leading them.
Learner will
read slide
content.
CMM 7.1
2
Min
19 Discussion as to who should be included in the
APT.
Learner will
read slide
content.
CMM 7.1
2
Min
20 Discussion regarding how often APTs should
meet and what should happen at the meetings.
Learner will
read slide
content.
CMM 7.1
2
Min
21 APT documentation requirements. Learner will
read slide
content.
CMM 7.1
2
Min
22 Definition of Advanced Procurement Plan (APP). Learner will
read slide
content.
CMM 7.1
2
Min
23 Discussion as to when APPs are required. Learner will
read slide
content.
CMM 7.1
2
Min
24 Discussion as to who is responsible for creating
the APP.
Learner will
read slide
content.
CMM 7.1
2
Min
25 Content of APP: Background Info; Acquisition
Considerations; Other Considerations; Supporting
Documents; Milestones; Review and Approval
Learner will
read slide
content.
CMM 7.1
2
Min
26 APP Content: Background Info Learner will
read slide
content.
CMM 7.1
2
Min
27 APP Content: Acquisition Considerations Learner will
read slide
content.
CMM 7.1
2
Min
28 APP Content: Other Considerations Learner will
read slide
content.
CMM 7.1
2
Min
29 APP Content: Supporting Documents Learner will
read slide
content.
CMM 7.1



2
Min
30 APP Content: Milestones Learner will
read slide
content.
CMM 7.1
2
Min
31 APP Reviews and Approval Learner will
read slide
content.
CMM 7.1
1
Min
32 How to access the APP in the EPA Acquisition
System (EAS)
Learner will
read slide
content.
EAS
1
Min
34 EAS Screenshot with instructions Learner will
read slide
content.
EAS
1
Min
34 EAS Screenshot with instructions Learner will
read slide
content.
EAS
1
Min
35 EAS Screenshot with instructions Learner will
read slide
content.
EAS
1
Min
36 EAS Screenshot with instructions Learner will
read slide
content.
EAS
5
Min
37 Practice Test:
Question 1: What are the two main requirements
of the Acquisition Planning Phase? (Multiple
Choice)
Question 2: Who is responsible for forming and
leading an APT? (Multiple Choice)
Question 3: Who should be included in the APT?

Learner will
actively
participate in
the practice
test questions
CMM 7.1
10
Min
38 Practice Test continued:
Question 4: When is an APP required? (Multiple
Choice)
Question 5: Who is responsible for the APP?
(Multiple Choice)
Question 6: Who should review and approve an
APP over $150,000? (Multiple Choice)
Question 7: Who should review and approve an
APP over $5M? (Multiple Choice)
Question 8: Who should review and approve an
APP over $10M? (Multiple Choice)
Learner will
actively
participate in
the practice
test questions
CMM 7.1
2
Min
39 Contents of Procurement Package Learner will
read slide
content.
CMM 7.1
2
Min
40 When and how the Procurement Package should
be submitted.
Learner will
read slide
content.
CMM 7.1



15
Min
41 Final Test20 Questions Learner will
take the final
test until 100%
accurate.


Handouts Required:
SS Sample Three Year Acquisition Plan
Sample Advance Procurement Plan
Sample Procurement Package Items


Trainer items:


Supplies Required:
NNNone


NNNone