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HHS Instructions for Preparation of an Acquisition Strategy

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Attachment A
HHS Instructions for
Preparation of an Acquisition Strategy
An acquisition strategy serves as a roadmap for the acquisition portion of the investment
life-cycle. It describes the overall approach for acquiring the capabilities needed to fulfill
the objectives of a major information technology (IT) capital investment (or other
designated investment) in accordance with the Acting Senior Procurement Executive’s
Acquisition Policy Memorandum (APM) No. 2009-05, dated July 29, 2009
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. The primary
function of an acquisition strategy is to document the factors, approach, and assumptions
that will guide acquisition decisions related to the investment. The development of an
acquisition strategy allows for identification of risks and consideration of tradeoffs
needed to mitigate those risks. Acquisition strategy development is an iterative process
allowing updates and refinements, including modified risk mitigation approaches, as
circumstances change.
The acquisition strategy contains information that will be useful in completing other
documents critical to the investment. For example, an acquisition strategy assists in
preparing the acquisition section of the Office of Management and Budget (OMB)
Exhibit 300 business case that supports the investment. The acquisition strategy also
begins the process of planning individual contracts needed to acquire required products
and services that comprise or support the investment. As the investment matures and the
acquisition strategy is updated, more detailed steps can be included in acquisition plans
for individual contract actions. Details concerning previous and planned contracts, extent
of competition, applicability of performance-based acquisition (PBA), and compliance
with electronic and IT accessibility (Section 508) requirements are all elements contained
in the acquisition strategy, the OMB Exhibit 300, and individual acquisition plans.
Completion Instructions: HHS has established a standard template for preparation of an
acquisition strategy for major IT capital investments and other investments as specified in
the Acquisition Policy Memorandum No. 2009-05, dated July 29, 2009 at
http://www.hhs.gov/oamp/policies/. Operating Divisions (OPDIVs)/Staff Division
(STAFFDIVs) shall prepare the template in accordance with these completion
instructions. The investment’s program or project manager has responsibility for
completing all of the information items included in the template, with any necessary
assistance from functional specialists and the cognizant Contracting Officer (CO) and
Contract Specialist (CS). The instructions for preparing an acquisition strategy are
specified in “red italics” and should be deleted prior to processing the document for
review and approval.
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If an acquisition strategy is required for other than major IT capital investments, some of the terminology
and requirements, e.g. completion of an OMB Exhibit 300, may not apply.
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An acquisition strategy must be initiated in conjunction with the preparation of budget
materials related to the initial request for funding of the investment, including the OMB
Exhibit 300. The acquisition strategy must be updated as the investment matures and
additional information becomes available, until the time that individual acquisition plans
are completed for the acquisition(s) that comprise or support the investment. The sections
that, as a minimum, require updating are specified in the instructions. See Interim
HHSAR 307.XXX, Acquisition Strategy, in Attachment B of the Acquisition Policy
Memorandum No. 2009-05, dated July 29, 2009, for the timing of updates to the
acquisition strategy.
A completed acquisition strategy must contain all of the applicable bolded headings in the
order specified. These may be modified if the template is used for other than a major IT
capital investment. Place the required information directly next to, or under, the
applicable heading. If a heading does not apply to a particular investment, indicate “not
applicable” (N/A) next to it. If information concerning that heading is not available due
to the stage of planning for the investment, indicate “to be determined” (TBD) next to it.
Reference and include in section IV, Supporting Documents, any material necessary to
support the acquisition strategy.
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Attachment A HHS Instructions for Preparation of an Acquisition Strategy An acquisition strategy serves as a roadmap for the acquisition portion of the investment life-cycle. It describes the overall approach for acquiring the capabilities needed to fulfill the objectives of a major information technology (IT) capital investment (or other designated investment) in accordance with the Acting Senior Procurement Executive's Acquisition Policy Memorandum (APM) No. 2009-05, dated July 29, 20091. The primary function of an acquisition strategy is to document the factors, approach, and assumptions that will guide acquisition decisions related to the investment. The development of an acquisition strategy allows for identification of risks and consideration of tradeoffs needed to mitigate those risks. Acquisition strategy development is an iterative process allowing updates and refinements, including modified risk mitigation approaches, as circumstances change. The acquisition strategy contains information that will be useful in completing other documents critical to the investment. For example, an acquisition strategy assists in preparing the acquisition section of the Office of Management and Budget (OMB) Exhibit 300 business case that supports the investment. The acquisition strategy also begins the process of planning individual contracts needed to acquire required products and services that comprise or support the investment. As the investment matures and the acquisition st ...
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