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<PROJECT NAME>

ACQUISITION STRATEGY
Version Number: 1.0
Version Date: <mm/dd/yyyy>

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<Project Name>

Notes to the Author


[This document is a template of an Acquisition Strategy document for a project. The template includes
instructions to the author, boilerplate text, and fields that should be replaced with the values specific to
the project.
Blue italicized text enclosed in square brackets ([text]) provides instructions to the document
author, or describes the intent, assumptions and context for content included in this document.
Blue italicized text enclosed in angle brackets (<text>) indicates a field that should be replaced
with information specific to a particular project.
Text and tables in black are provided as boilerplate examples of wording and formats that may be
used or modified as appropriate to a specific project. These are offered only as suggestions to
assist in developing project documents; they are not mandatory formats.

When using this template, the following steps are recommended:


1. Replace all text enclosed in angle brackets (e.g., <Project Name>) with the correct field
document values. These angle brackets appear in both the body of the document and in headers
and footers. To customize fields in Microsoft Word (which display a gray background when
selected) select File->Properties->Summary and fill in the appropriate fields within the Summary
and Custom tabs.
After clicking OK to close the dialog box, update all fields throughout the document selecting
Edit>Select All (or Ctrl-A) and pressing F9. Or you can update each field individually by clicking
on it and pressing F9.
These actions must be done separately for any fields contained with the documents Header and
Footer.
2. Modify boilerplate text as appropriate for the specific project.
3. To add any new sections to the document, ensure that the appropriate header and body text
styles are maintained. Styles used for the Section Headings are Heading 1, Heading 2 and
Heading 3. Style used for boilerplate text is Body Text.
4. To update the Table of Contents, right-click on it and select Update field and choose the option -
Update entire table.
5. Before submission of the first draft of this document, delete this instruction section Notes to the
Author and all instructions to the author throughout the entire document.

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<Project Name>

VERSION HISTORY
[Provide information on how the development and distribution of the Acquisition
Management PlanStrategy will be controlled and tracked. Use the table below to
provide the version number, the author implementing the version, the date of the
version, the name of the person approving the version, the date that particular version
was approved, and a brief description of the reason for creating the revised version.]
Version Implemented Revision Approved Approval Description of
Number By Date By Date Change
1.0 <Author name> <mm/dd/yy> <name> <mm/dd/yy> <description of change>

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<Project Name>

TABLE OF CONTENTS
1.0 INTRODUCTION.............................................................................................................5
1.1 Purpose of Acquisition Strategy.................................................................................5
2.0 BACKGROUND AND OBJECTIVES............................................................................5
2.1 Statement of Need......................................................................................................5
2.2 Applicable conditions.................................................................................................5
2.3 Cost............................................................................................................................5
2.4 Capability or Performance.........................................................................................5
2.5 Delivery or Performance-Period Requirements.........................................................6
2.6 Trade-Offs..................................................................................................................6
2.7 Risks...........................................................................................................................6
2.8 Acquisition Streamlining...........................................................................................6
3.0 PLAN OF ACTION...........................................................................................................6
3.1 Sources.......................................................................................................................6
3.2 Competition................................................................................................................6
3.3 Source-Selection Procedures......................................................................................6
3.4 Acquisition Considerations........................................................................................7
3.5 Budget and Funding...................................................................................................7
3.6 Product or Service Descriptions.................................................................................7
3.7 Priorities, allocations, and allotments........................................................................7
3.8 Contractor Vs Government Performance...................................................................7
3.9 Management Information Requirements....................................................................7
3.10 Make or Buy...............................................................................................................7
3.11 Test and Evaluation....................................................................................................7
3.12 Logistics Considerations............................................................................................7
3.13 Government-Furnished Property................................................................................8
3.14 Government-Furnished Information..........................................................................8
3.15 Environmental and Entergy Conservation Objectives...............................................8
3.16 Security Considerations.............................................................................................8
3.17 Contract Administration.............................................................................................8
3.18 Other Considerations..................................................................................................8
3.19 Acquisition Cycle Milestones....................................................................................9
3.20 Identification of Participants......................................................................................9
APPENDIX A: ACQUISITION STRATEGY APPROVAL.....................................................10
APPENDIX B: REFERENCES..................................................................................................11
APPENDIX C: KEY TERMS.....................................................................................................12

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<Project Name>

1.0 INTRODUCTION
1.1 PURPOSE OF ACQUISITION STRATEGY
The overall objective of an Acquisition Strategy is to document and inform project
stakeholders about how the acquisitions will be planned, executed, and managed
throughout the life of the project. This Acquisition Strategy should outline the
specific actions necessary to execute the approved acquisition strategy. The
Acquisition Strategy documents the approach to be taken for items such as the
actual acquisition, contracting, and fiscal, legal, personnel, considerations, etc.
The Acquisition Strategy should also address any policy, process, regulatory, etc.
necessary to comply with FAR, and any other requirements related to the specific
acquisition.

The intended audience of the <Project Name> Acquisition Strategy is the project
manager, project team, project sponsor, procurement officer/office, and any senior
leaders whose support is needed to carry out acquisition plans.

2.0 BACKGROUND AND OBJECTIVES


2.1 STATEMENT OF NEED
[Introduce the plan by a brief statement of need. Summarize the technical and
contractual history of the acquisition. Discuss feasible acquisition alternatives, the
impact of prior acquisitions on those alternatives, and any related in-house effort.
Review the business case alternatives analysis section.]
2.2 APPLICABLE CONDITIONS
[State all significant conditions affecting the acquisition, such as requirements for
compatibility with existing or future systems or programs and any known cost,
schedule, and capability or performance constraints.]
2.3 COST
[Set forth the established cost goals for the acquisition and the rationale
supporting them, and discuss related cost concepts to be employed, including, as
appropriate, the following items:
Life-cycle cost - Discuss how life-cycle cost will be considered. If it is not used,
explain why. If appropriate, discuss the cost model used to develop life-cycle-cost
estimates
Design-to-cost - Describe the design-to-cost objective(s) and underlying
assumptions, including the rationale for quantity, learning-curve, and economic
adjustment factors. Describe how objectives are to be applied, tracked, and
enforced. Indicate specific related solicitation and contractual requirements to be
imposed
Application of should-cost - Describe the application of should-cost analysis to the
acquisition]
2.4 CAPABILITY OR PERFORMANCE
[Specify the required capabilities or performance characteristics of the supplies or

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the performance standards of the services being acquired and state how they are
related to the need.]
2.5 DELIVERY OR PERFORMANCE-PERIOD REQUIREMENTS
[Describe the basis for establishing delivery or performance-period requirements.
Explain and provide reasons for any urgency if it results in concurrency of
development and production or constitutes justification for not providing for full and
open competition.]
2.6 TRADE-OFFS
[Discuss the expected consequences of trade-offs among the various cost,
capability or performance, and schedule goals.]
2.7 RISKS
[Discuss technical, cost, and schedule risks and describe what efforts are planned
or underway to reduce risk and the consequences of failure to achieve goals. If
concurrency of development and production is planned, discuss its effects on cost
and schedule risks.]
2.8 ACQUISITION STREAMLINING
[Discuss plans and procedures to encourage industry participation by using draft
solicitations, pre-solicitation conferences, and other means of stimulating industry
involvement during design and development in recommending the most
appropriate application and tailoring of contract requirements; select and tailor
only the necessary and cost-effective requirements; and state the timeframe for
identifying which of those specifications and standards, originally provided for
guidance only, shall become mandatory.]

3.0 PLAN OF ACTION


Describe the actions necessary to execute this strategy.
3.1 SOURCES
[Indicate any prospective sources of supplies or services that can meet the need.]
3.2 COMPETITION
[Describe how competition will be sought, promoted, and sustained throughout the
course of the acquisition. If full and open competition is not contemplated, cite the
authority and discuss the basis for the application of that authority, identify the
source(s), and discuss why full and open competition cannot be obtained.]
3.3 SOURCE-SELECTION PROCEDURES
[Discuss the source-selection procedures for the acquisition, including the timing
for submission and evaluation of proposals, and the relationship of evaluation
factors to the attainment of the acquisition objectives.]
3.4 ACQUISITION CONSIDERATIONS
[For each contract contemplated, discuss contract type selection; use of multiyear

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contracting, options, or other special contracting methods; any special clauses,
special solicitation provisions, or FAR deviations required; whether sealed bidding
or negotiation will be used and why; whether equipment will be acquired by lease
or purchase and why; and any other contracting considerations.]
3.5 BUDGET AND FUNDING
[Include budget estimates, explain how they were derived, and discuss the
schedule for obtaining adequate funds at the time they are required.]
3.6 PRODUCT OR SERVICE DESCRIPTIONS
[Explain the choice of product or service description types (including performance-
based acquisition descriptions) to be used in the acquisition.]
3.7 PRIORITIES, ALLOCATIONS, AND ALLOTMENTS
[When urgency of the requirement dictates a particularly short delivery or
performance schedule, certain priorities may apply. If so, specify the method for
obtaining and using priorities, allocations, and allotments, and the reasons for
them.]
3.8 CONTRACTOR VS GOVERNMENT PERFORMANCE
[Refer to OMB Circular No. A-76.]
MANAGEMENT INFORMATION REQUIREMENTS
[Discuss, as appropriate, what management system will be used by the
Government to monitor the contractors effort. If an Earned Value Management
System is to be used, discuss the methodology the Government will employ to
analyze and use the earned value data to assess and monitor contract
performance. In addition, discuss how the offeror's/contractor's EVMS will be
verified for compliance with the American National Standards Institute/Electronics
Industries Alliance (ANSI/EIA) Standard-748, Earned Value Management
Systems, and the timing and conduct of integrated baseline reviews (whether prior
to or post award).]
3.9 MAKE OR BUY
[Discuss any consideration given to make-or-buy programs]
TEST AND EVALUATION
[To the extent applicable, describe the test program of the contractor and the
Government. Describe the test program for each major phase of a major system
acquisition. If concurrency is planned, discuss the extent of testing to be
accomplished before production release.]
LOGISTICS CONSIDERATIONS
[Include consideration of contractor or agency maintenance, servicing, and
distribution of commercial items, reliability, maintainability, and quality assurance
requirements, including any planned use of warranties.]

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GOVERNMENT-FURNISHED PROPERTY
[Indicate any Government property to be furnished to contractors, and discuss any
associated considerations, such as its availability or the schedule for its
acquisition]
GOVERNMENT-FURNISHED INFORMATION
[Discuss any Government information, such as manuals, drawings, and test data,
to be provided to prospective offerors and contractors. Indicate which information
that requires additional controls to monitor access and distribution (e.g., technical
specifications, maps, building designs, schedules, etc.), as determined by the
agency.]
ENVIRONMENTAL AND ENTERGY CONSERVATION OBJECTIVES
[Discuss all applicable environmental and energy conservation objectives
associated with the acquisition, the applicability of an environmental assessment
or environmental impact statement, the proposed resolution of environmental
issues, and any environmentally-related requirements to be included in
solicitations and contracts.]
SECURITY CONSIDERATIONS
[For acquisitions dealing with classified matters, discuss how adequate security
will be established, maintained, and monitored. For Information Technology
acquisitions, discuss how agency information security requirements will be met.
For acquisitions requiring routine contractor physical access to a Federally-
controlled facility and/or access to a Federally-controlled information system,
discuss how agency requirements for personal identity verification of contractors
will be met.]
CONTRACT ADMINISTRATION
[Describe how each contract will be administered. In contracts for services,
include how inspection and acceptance corresponding to the work statements
performance criteria will be enforced.]
OTHER CONSIDERATIONS
[Discuss, as applicable:
Standardization concepts
The industrial readiness program
The Defense Production Act
The Occupational Safety and Health Act
Foreign sales implications
Any other matters germane to the plan not covered elsewhere.]
ACQUISITION CYCLE MILESTONES
[Discuss:
Acquisition plan approval
Statement of work
Specifications

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Data requirements
Completion of acquisition-package preparation
Purchase request
Justification and approval for other than full and open competition where
applicable and/or any required D and F approval
Issuance of synopsis
Issuance of solicitation
Evaluation of proposals, audits, and field reports
Beginning and completion of negotiations
Contract preparation, review, and clearance
Contract award]
3.10 IDENTIFICATION OF PARTICIPANTS
[List the individuals who participated in preparing the acquisition plan, giving
contact information for each.]

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Appendix A: Acquisition Strategy Approval

The undersigned acknowledge that they have reviewed the <Project Name>
Acquisition Strategy and agree with the information presented within this
document. Changes to this Acquisition Strategy will be coordinated with, and
approved by, the undersigned, or their designated representatives.
[List the individuals whose signatures are desired. Examples of such individuals
are Business Owner, Project Manager (if identified), and any appropriate
stakeholders. Add additional lines for signature as necessary.]

Signature: Date:
Print Name:
Title:
Role:

Signature: Date:
Print Name:
Title:
Role:

Signature: Date:
Print Name:
Title:
Role:

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APPENDIX B: REFERENCES
[Insert the name, version number, description, and physical location of any
documents referenced in this document. Add rows to the table as necessary.]
The following table summarizes the documents referenced in this document.
Document Name Description Location
<Document Name and <Document description> <URL or Network path where document
Version Number> is located>

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<Project Name>

APPENDIX C: KEY TERMS


The following table provides definitions and explanations for terms and acronyms
relevant to the content presented within this document.
Term Definition
[Insert Term] <Provide definition of term and acronyms used in this document.>

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