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)
  • Chief Financial Office/Budget Officer (except FSS)
  • Chief Information Officer (except FSS)
  • 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!)
  • Real Estate Director (required for the inevitable end of year crunch)
  • 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

Plan Participants

Instructions

The Requiring Office or Requirement(s) Office Planner, with the advice and assistance of the Contracting Officer, is responsible for the preparation and maintenance of Limited Acquisition Plan 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 Real Estate 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.

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. Enter the e-mail address for the coordinating local representative of the Chief Financial Office/Budget Officer, by clicking on the 'Add' link next to the label (except for Federal Supply Schedule contracts awarded by FSS).

7. 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.

8. (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.

  • No Notes to View

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

Real Estate Director(s)

A Real Estate Director still needs to be added to this plan.

(Add a Real Estate 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

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

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
5033
Project Title
CIO Test
Planner
apwadmin@gsa.gov;

SOURCE SELECTION INFORMATION - SEE FAR PART 3.104