Creating a Contract Plan for Third-Party Services for HWE Accessories Website

Background and Objectives

Complete the template below to create a contract plan to use a third party for the new HWE Accessories website. Customize the template as needed.

Background and Objectives

A.Statement of Need: Introduce the plan with a brief statement of need. Summarize the technical and contractual history. Discuss feasible contract alternatives, prior contracts, and any related in-house efforts.

B.Applicable Conditions: State all significant conditions affecting the system, such as requirements for compatibility with existing or future systems or programs; and any known cost, schedule, and compatibility or performance constraints.

C.Costs and Period of Performance: The projected expenditure for the proposed system based upon the Independent Government Cost Estimate (IGCE) in the table below

D.Capability or Performance: Specify the required capabilities or performance characteristics of the supplier, or the performance standards of the services; and how they relate to the need.

E.Delivery or Performance Period Requirements: Describe the basis for establishing delivery or performance period requirements. Explain and provide reasons for any urgency, or justification for not providing for full and open competition.

F.Trade-Offs: Discuss the expected consequences of tradeoffs among the various cost, capability, or performance and schedule goals.

G.Risks: Discuss the technical, cost, and schedule risks and describe what efforts are being planned to reduce risk and the consequences of failure to achieve goals.

1.Technical:

2.Cost:

3.Schedule:

Plan of Action

A.Product or Service Description: Explain the choice of product or service description types (including performance-based contracting descriptions) to be used in the plan.

B.Potential Sources: Address/detail the following:

1.Prospective Offerors: Describe how prospective offerors will be identified.

2.Market Research: Identify who conducted the market research. 

3.Address the extent and results of the market research and indicate their impact on the various elements of the plan.

C.Competition: Specify if the proposed plan will be solicited on a competitive or noncompetitive basis.

D. If full and open competition is not contemplated, explain the basis for that decision.

E.Source Selection Procedures: Address/detail the following:

1.Evaluation Procedures: Explain how offers will be evaluated, and the relationship of the evaluation procedures to the technical factors/standards, technical evaluation team, and solicitation requirements.

2.Evaluation Factors:

3.Evaluation Factor Standards:

F.Contracting Considerations: Address/detail the following:

1.Contract Type: (Example: Firm, Fixed-Price, or Requirements Contract)

2.Options: Specify any options to be used. For example, “Option to Extend Services” or “Option to Extend the Term of the Contract” may be included as unilateral authority to extend services based upon continued need and funds availability. If options will not be used, provide a brief explanation.

3.Special Contract Clauses, Provisions, or Deviations: Specify the special contract clauses, provisions, or deviations, if any.

4.Contracting Method: Detail the contracting method, including any negotiated procedures being used.

5.Contract Administration: Who will administer the contract?

G.Budgeting and Funding: Address/detail the following:

1.Derivation of Budgeting Estimates:

2.Funding Availability: Subject to Availability of Funds or FYXX funds are available.

3.Currency Used: U.S. Dollar

H.Management Information Requirements: Discuss, as appropriate, what management system will be used to monitor the contractor’s effort (a Quality Assurance Surveillance Plan, a Management Plan, a Work Plan (construction), etc.).

I.Logistics Considerations: Describe the distribution of commercial items; the reliability, maintainability, and quality assurance requirements, including any planned use of warranties; the requirements for contractor data (including repurchase data) and data rights, their estimated cost, and the use to be made of the data; and standardization concepts, including the necessity to designate, in accordance with agency procedures, technical equipment as “standard” so that future purchases of the equipment can be made from the same manufacturing source.

J.Business-Furnished Equipment: Indicate any property to be furnished to contractors (including material, facilities, office equipment, etc.), and discuss any associated considerations, such as its availability or the schedule for its acquisition.

K.Business-Furnished Information: Discuss any business information, such as maps or drawings to be provided to prospective offerors and contractors.

L.Safety and Security Considerations: Discuss how adequate security will be established, maintained, and monitored. This might include requiring the contractor to obtain security clearances and building badges/passes (include additional or other requirements as needed).

M.Milestones for System Cycle: Insert the appropriate milestone chart.