Planning Forward with GSA in Mind

Participants

Important!

This is the screen where you specify the other members of your Acquisition Team. They are in groups based on their role in the process:

Coordinators (those who provide some type of coordination to your plan and help improve results)

  • Small Business Technical Advisor (they'll help make sure you get qualified, responsive vendors)
  • Office of Small Business Utilization (they'll help you with bundling issues)
  • Chief Financial Office/Budget Officer (except FSS)
  • Chief Information Officer (except FSS)
  • Office of General Counsel
  • Other additional coordinators (according to your specific situation, add others as needed)

Concurrors (those who give concurrence to your plan and recommend it for approval)

  • Requiring Office Planner (that's you!)
  • Contracting Officer (that's your consultant to success!)
  • Contracting Director
  • Other additional concurrors (according to your specific situation, add others as needed)

These individuals will be notified via email when your plan is Submitted for Concurrence and Coordination.

You will add participants to your plan by selecting the "Add a ..." link. For example, in the screen below, look at the Contracting Officer section and find the "Add a Contracting Officer" link. If you select one now it will take you to the the next screen and show you exactly how it works.

CIO Test

7.105(b)(21) Participants

  • No Notes to View

Instructions

The Requiring Office or Requirement(s) Office Planner, with the advice and assistance of the Contracting Officer and a Planning Team, is responsible for the preparation and maintenance of Comprehensive Acquisition Plans including all necessary concurrences and coordinations.


1. You have already been selected as the Requiring Office or Requirement(s) Office Planner of this acquisition plan.

2. Enter the e-mail address for the advising Contracting Officer, who is required to concur on your acquisition plan, by clicking on the 'Add' link next to the label. In order to remove a participant from the list click the 'Remove' link next to their e-mail address.

3. If the requirement is received in the last month of the fiscal year and award is anticipated before the end of the current fiscal year, enter the e-mail address for the Contracting Director, by clicking on the 'Add' link next to the label. In order to remove a participant from the list click the 'Remove' link next to their e-mail address. Otherwise check the 'Not Applicable' checkbox.

4. If you would like to add additional concurrors click on the 'Add an additional concurror' link. If, after adding a concurror, you would like to remove them, click on the 'Remove' link next to their e-mail address. The Additional Concurror role is an Optional role, meaning none must be added, however, if an Additional Concurror is added that participant becomes required in the steps throughout the rest of the approval process.

5. Enter the e-mail address for the coordinating local representative of the Small Business Technical Advisor (if applicable), by clicking on the 'Add' link next to the label. In order to remove a participant from the list click the 'Remove' link next to their e-mail address.

6. If the acquisition contemplates substantial bundling (see FAR 2.101 and FAR 7.107(e)), enter the e-mail address for the coordinating representative of the Office of Small Business Utilization, by clicking on the 'Add' link next to the label. In order to remove a participant from the list click the 'Remove' link next to their e-mail address.

7. Enter the e-mail address for the coordinating local representatives of the Chief Financial Office/Budget Officer, by clicking on the 'Add' link next to the label (Not required for establishing a Federal Supply Schedule program).

8. Enter the e-mail address for the coordinating local representatives of the Chief Information Officer if the action involves IT services or supplies for use by GSA to ensure compliance with the requirements of GSA Order CIO 2135.1, GSA Information Technology (IT) Capital Planning and Investment Control (Not required for establishing a Federal Supply Schedule program).

9. Enter the e-mail address for the coordinating representative of the Office of General Counsel, by clicking on the 'Add' link next to the label. In order to remove a participant from the list click the 'Remove' link next to their e-mail address.

10. If you would like to add additional coordinators click on the 'Add an additional coordinator' link. If, after adding a coordinator, you would like to remove them, click on the 'Remove' link next to their e-mail address. The Additional Coordinator role is an Optional role, meaning none must be added, however, if an Additional Coordinator is added that participant becomes required in the steps throughout the rest of the approval process.

11. (Optional) In rare cases, it may be desirable to make this plan immediately available to the participant, so they can enter comments before you officially submit the plan. Check the preview box to do so. This will send an *immediate* notification to this person.

Planners

Planner(s)

Add an Additional Planner if needed

Concurring Participants

Contracting Officer(s)

A Contracting Officer still needs to be added to this plan.

Add a Contracting Officer

Contracting Director(s)

A Contracting Director still needs to be added to this plan.

Add a Contracting Director if applicable

Additional Concurror(s) - Optional

No additional concurrors were found for this plan.

Add an additional concurror if needed

Coordinating Participants

Small Business Technical Advisor(s)

A Small Business Technical Advisor still needs to be added to this plan.

Add a SBTA Point of Contact if applicable

Office of Small Business Utilization Coordinator(s)

The Office of Small Business Utilizations Coordinator role has been marked as Not Applicable and is not required.

Add an OSBU Point of Contact

Chief Financial Office/Budget Officer Coordinator(s)

A Chief Financial Officer still needs to be added to this plan.

Add a CFO Point of Contact if applicable

Chief Information Officer's Coordinator(s)

The Chief Information Officer role has been marked as Not Applicable and is not required.

Add a CIO Point of Contact if applicable

Office of General Counsel's Coordinator(s)

An Office of General Counsels Coordinator still needs to be added to this plan.

Add an OGC Point of Contact

Additional Coordinator(s) - Optional

No additional coordinators were found for this plan.

Add an additional coordinator if needed

Approvers

Approval Authority(ies)

An Approver still needs to be added to this plan.

Add an Approver

Additional Approver(s) - Optional

No additional approvers were found for this plan.

Add an additional approver if needed

Buttons have been disabled on this simulated screen. Use the Navigation Arrows to move through the APW tour.

Plan Id
5029
Project Title
CIO Test
Planner
apwadmin@gsa.gov;

SOURCE SELECTION INFORMATION - SEE FAR PART 3.104