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**LIMITED ACQUISITION PLAN GUIDANCE**

GSA Order OGP 2800.1, Acquisition Planning, was issued on January 1,
2004. Paragraph 7.f of the Order specifically references acquisition of
leasehold interests in real property.

All leases, regardless of dollar value, require acquisition planning.

Leases over the Simplified Acquisition Threshold (SLAT) must have a
written acquisition plan approved by the Regional Administrator (RA) /
Assistant Regional Administrator (ARA) or their designated official
PRIOR to issuing a Solicitation For Offers (SFO).

Paragraph 11 of the Order allows for a waiver of the requirement for a
written plan. If the requirement for a written plan is waived, an oral
plan must be presented and then summarized in writing. The written
summary may be prepared after award**.** The RA/ARA or Designee can also
waive the requirement if he/she feels the Region already has a mechanism
in place that meets the criteria of the Order. (The type of mechanism
can be determined on a Regional basis.) STAR does not qualify, as it
does not provide the level of detail required.

**Required Notification**: The Planner or Contracting Officer (CO) must
submit the written plan or the summary of an oral plan electronically to
the Office of Acquisition Policy, Office of Governmentwide Policy within
7 days of approval (acquisitionplans@gsa.gov). Acquisition Policy does
not approve the plan. However, issuance of the SFO is contingent upon
receiving the RA/ARA or his/her designee's written approval of the plan.

**Comprehensive Plans** (more detailed) are necessary for:

-   Leases, including lease construction, in excess of \$50M total
    contract value, including options,

-   Complex, politically‑sensitive type projects of any size over SLAT,
    or

-   Comprehensive Plans must have a Planning Team in place to prepare
    the Plan and their content must be consistent with the requirements
    found in FAR Section 7.105 (and 7.106 and 7.107 if applicable).

**Limited Plans**: These are necessary when the acquisition is over SLAT
and does not meet the criteria for a comprehensive plan. Lease
acquisitions falling into this category include expansions, extensions,
space reductions necessitating the need for a buy-out, the exercise of
an un-priced, unevaluated renewal option and lease construction. There
are multiple layers for approval. The type of information which must be
contained in both Limited and Comprehensive Acquisition Plans is found
and referenced on pages 9 and 10 of the Acquisition Planning Order.

The Table on page 8 of the referenced GSA Order provides the approval
process necessary for Leasing over SLAT but under \$5M, and over \$5M
(including options).

As the majority of leasing acquisition plans will in all likelihood be
"Limited", the official Limited Acquisition Plan format as approved by
Acquisition Policy has been provided. It is imperative that those
responsible for completing the Plans understand that they are not
restricted to the amount of space provided for input and should use as
much space as necessary to clearly explain the decision-making process
that went into the formulation of the Acquisition Plan.

As part of the planning process, the Contracting Officer must hold
customer discussions. Discovery of any unique customer statutory or
regulatory requirement applicable to or that may affect the acquisition
process must be documented in the Acquisition Plan (i.e. DOD type
regulations).

#  A. Acquisition Background/Objectives

##  1. Requiring Agency [Transportation Security Administration]{.underline} 

##  Location [     ]{.underline} 

##  2. Agency Contact Name [     ]{.underline} 

##  Telephone Number [(   )    -    ]{.underline} 

##  3. Estimated Square Footage (RSF and USF) [     ]{.underline} RSF / [     ]{.underline} USF

##  4. Estimated Lease Term From: [     ]{.underline} To: [     ]{.underline} 

##  5. Lease Action: 

##  Continuing Need (Succeeding, Superseding, Extension, Buy-Out, Renewal)

###  *Explain (include current term, SF, rental rates, and any changes from existing lease). If an extension is proposed for a term longer than 12 months, explain the extraordinary circumstances.*

###  [Succeeding lease for continuing need on airport property.   ]{.underline} 

#  B. Plan of Action

##  1. Results of Market Survey of locations that will meet the agency\'s needs:

##  [On airport property only.   ]{.underline}

##  2. Competition:

###   Full and Open Competition 

###  X Other Than Full and Open Competition. *Attach approved Justification.*

##  3. Source Selection

###  Source Selection Type: 

###  X Best Value

###   Lowest Price/Technically Acceptable

###   Other

##  Evaluation Factors:

##  [     ]{.underline} 

##  4. New Requirement  or Continuing Need X

##  Project \# or Current Lease \# [     ]{.underline} 

###  Estimated Annual Rental \$ [     ]{.underline} USF / [     ]{.underline} RSF

###  (Total Annual Rent) \$ [     ]{.underline} 

###  Estimate Derived From

####   STAR

####   Other. *Explain how estimate was derived.*

####  [     ]{.underline} 

###  Funding Availability

####  Year 1

####   Yes

####   No

####  Projected Total Contract Value \$ [     ]{.underline} 

##  5. Environmental/Energy Conservation Objectives:

##  *List clauses that will be included in the SFO, or provide justification for not including all "Green" lease clauses in the SFO.*

##  [Standard SFO clauses for energy efficiency, recycling, etc.   ]{.underline}

##  6. Other Objectives (i.e., SBTA actions, Customer Regulatory Requirements \[i.e., Title 10\]):

##  *Describe.*

##  [        ]{.underline}

##  7. Discuss any conditions peculiar to the lease action \[i.e., inclusion of evaluated renewal or expansion option(s)\]:

##  [        ]{.underline}

##  8. Lease Administration:

##  [        ]{.underline}

#  C. Milestone Events

##  **[ESTIMATED]{.underline}** **[ACTUAL]{.underline}** 

##  1. Space Request Received [expiring lease]{.underline} [     ]{.underline} 

##  2. Market Survey [N/A]{.underline} [     ]{.underline} 

##  3. Issuance of Solicitation [     ]{.underline} [     ]{.underline} 

##  4. Offers Due [     ]{.underline} [     ]{.underline} 

##  5. Final Proposal Revisions Due [     ]{.underline} [     ]{.underline} 

##  6. Lease Award [     ]{.underline} [     ]{.underline} 

##  7. Lease Effective [     ]{.underline} [     ]{.underline} 

##  8. Occupancy [     ]{.underline} [     ]{.underline} 

#  D. Review and Approvals

##  Prepared by: [Date ]{.underline} Typed Name, Leasing Specialist Date

##  Approved by: [Date ]{.underline} Typed Name, Contracting Officer Date

##  Approved by: [Date ]{.underline} Typed Name, R.E. Director/Designee Date

##  Approved by: [Date ]{.underline} Typed Name, ARA/Designee Date

##  Approved by: [Date ]{.underline} Typed Name, RA/Designee \*\* Date

##  \*\* Submit to: Office of Acquisition Policy Office of Governmentwide Policy at [acquisitionplans@gsa.gov](mailto:acqusitionplans@gsa.gov) within 7 days of approval.