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AASBS – APM Integration. GSA User Training December 2012. Topics. Overview User Impact Acquisition Plan Page Functions Deferment Reasons Impact to Workflow. Overview. Acquisition Plan - defines the applicable Federal Acquisition Regulation (FAR) parts for a particular acquisition.
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AASBS – APM Integration GSA User Training December 2012
Topics • Overview • User Impact • Acquisition Plan Page Functions • Deferment Reasons • Impact to Workflow
Overview • Acquisition Plan - defines the applicable Federal Acquisition Regulation (FAR) parts for a particular acquisition. • All orders processed through Information Technology Solution Shop (ITSS) and Tracking and Ordering System (TOS) require an Acquisition Plan. • This project will change the workflow by encouraging users to begin the acquisition process by initiating the order in ITSS and TOS then proceed to creating the Acquisition Plan in the Acquisition Planning Module (APM) based on the data entered. • Benefits: • The APM Acquisition Plan and the ITSS/TOS order are logically linked. • Reduction in double data entry. High-level order data entered in ITSS or TOS is transmitted to the APM on new plans created from the AASBS applications. • ITSS and TOS provide a single access point for the order and the Acquisition Plan.
User Impact • Only impact to GSA users • TOS • Users with CO/CS role have view access • Users with PM/PR/GM/SD role all have edit access • ITSS • Users named on COI (CSR/FM/CO) have edit access • No impact to clients or contractors
Acquisition Plan Page • Create a New Plan • Associate an Existing Plan • Change the Plan Associated • Import an APM Plan • Defer the Association
Deferment Reasons • APM Plan has been associated with a previous order • APM is unavailable • Emergency Acquisition – plan will be associated at a later point • Administrative Re-Issue, no plan is needed • Order is under $150K and will not have a plan in APM
Impact to Workflow • ITSS • COI – Create and Proceed to BOMSOW replaced with Create and Proceed to Acq. Plan • Cannot ‘Submit BOMSOW for GSA Review’ without an Acq. Plan; plan must be associated or deferred • TOS • Acquisition Plan button for order in PM Working Status with Request Number assigned • Cannot proceed past PM Working status without an Acq. Plan; plan must be associated or deferred
Hard Validation at Award • An original/basic order cannot be awarded unless two documents have been uploaded to ECF in the following Tab/Document Category Names (DCN’s): • ECF Tab: Acquisition Strategy, DCN: Acquisition Plan • ECF Tab: Award Decision Documentation, DCN: Award Decision Documentation
Hard Validation at Award (cont’d) • Hard Validation Message in ITSS • Hard Validation Message in TOS
Acquisition Plan Business Rules • An Acquisition Plan only applies to original/basic Orders; all subsequent modifications will not have Acquisition Plan page functionality. • An ITSS/TOS order can only be associated with one APM Plan ID and vice versa (this is a one to one relationship).