back to clearinghouse

Advance Acquisition Planning

 

Mason and Hanger - Silas Mason Company, Inc., Pantex Plant, has developed

and implemented an advance acquisition planning system that: (1) coordinates

and integrates all plant functions involved in an acquisition; (2)

disseminates standard lead times for purchases of various types and dollar

value to be used in the planning process; (3) advises requisitioners of the

essential steps involved in the procurement cycle and the responsibilities

of personnel involved; (4) properly plans and schedules the initiation of

procurement activities in advance to meet program needs; (5) allows

strategic consolidation of known procurements of same or similar categories

under a single contract; (6) monitors procurement activities and provides a

means for updating the scheduling of procurement actions as changes in

requirements occur; and (7) measures procurement performance in comparison

to planned activities.

 

The program utilizes the Microsoft Project business project planning system.

Microsoft Project provides project management tools in the form of graphical

screen displays called views. These views have been customized to define the

procurement tasks and their relationships. In order to communicate the

procurement tasks, relationships, relative duration, and resources required

to support a task, Procurement Cycle Models (PCMs) were developed and

presented in a matrix format based on the type of requirement and the

estimated cost of the requirement. All personnel can access these models as

"read-only;" however, the plan can be downloaded into the overall project

plan. These models are on the local area network and have a designated icon

on Desktop that associates it with advance acquisition planning. These PCMs

provide a planning tool for use by requisitioners in planning all

procurements from the initial planning stage to contract award. The PCM is

intended to help the requisitioner understand the different elements of the

procurement cycle during the processing of a requisition. A task description

is provided for each task that provides a detailed definition and the

description of the task and the applicable plant standard(s) and/or internal

operating procedure(s) which prescribe the requirement.

 

For major procurements of supplies/services and those which have economic or

performance schedule impact on vital programs or projects, a detailed

Procurement Plan is developed by Procurement with the assistance and

coordination of the Project Representative. Once the Procurement Plan is

devised that specifies who will do what and when, a project number is

assigned and activities are tracked and monitored in Microsoft Project. The

plan contains the original set of start and finish dates calculated for each

task so that requisitioners and procurement personnel can monitor progress

or slippage by comparing the plan to the current schedule. As work or tasks

are completed, information showing what has actually occurred in the project

is recorded by Procurement. Access to the specific Procurement Plan in

Microsoft Project allows requisitioners to monitor their project once

underway.

 

Features of the Microsoft Project software and its application for advance

acquisition planning are: (1) Critical Path Method (CPM) which calculates

the total duration of a project based on individual task durations and

dependencies, and identifies which tasks are critical so that procurement

strategies for reducing the duration of the critical path can be implemented

with the focus on task duration; (2) Program Evaluation Review Technique

(PERT) chart which shows the relationships between tasks, one task at a time

and displays only the immediate predecessor and successor for the selected

task; (3) Gantt Chart which provides a graphic view of the project schedule

consisting of a table that lists information about each task and a bar chart

displayed on a timescale to show task durations and start and finish dates

so that you can compare planned, actual and scheduled start and finish dates

and percentages of completion; and (4) Task Sheet which displays information

about each task in the project in a series of columns and rows that provides

a convenient format for entering, modifying, sorting, or filtering task

information.

 

The advance acquisition planning program promotes: (1) communication between

Procurement and plant customers by developing an acquisition schedule early

in the procurement process; (2) higher quality procurements that will result

in optimum choices of sources; and (3) greater understanding of constraints

and opportunities inherent in each procurement. In addition, the PCMs

provide a checklist for training of new Procurement personnel.

 

(Contact: J. Brian Bidwell, (806) 477-3856)