10 U.S.C. § 3206 — Planning and solicitation requirements
submitted 5 years ago by Pub. L. 116-283 to r/title-10-ARMED-FORCES · 1,012 words · no verdicts yet
This section governs planning and solicitation requirements. It sets the duties, permissions, limits, procedures, reports, or funding rules stated in the section.
(a) (1) When an agency prepares to buy property or services, its head must state the agency's needs, seek bids or proposals in a way that aims for full and open competition, use advance planning and market research, and write specifications suited to the property or services while allowing full and open competition. (2) Each solicitation under "chapter 137 legacy provisions*" must have specifications that allow full and open competition consistently with that chapter and contain restrictive terms only as needed to meet the agency's needs or as authorized by law. (3) The specification type must fit the agency's needs and the available market. Subject to those needs, it may describe (A) function, so different products or services can qualify; (B) performance, including acceptable ranges or minimum standards; or (C) design requirements. (b) Besides the specifications in subsection (a), a sealed-bid or competitive-proposal solicitation must, at a minimum, include the following, unless it is for commercial products or services using special simplified procedures or is for an amount no greater than the simplified acquisition threshold*: (1) A statement of (A) every significant factor and subfactor the agency head reasonably expects to use in evaluating sealed bids, including price, or competitive proposals, including cost or price and cost-related, price-related, noncost-related, and nonprice-related factors and subfactors; and (B) how important each factor and subfactor is compared with the others. (2) (A) For sealed bids, a statement that bids will be evaluated without discussions with bidders and the time and place for opening them; or (B) for competitive proposals, a statement whether proposals and awards are intended to follow discussions with offerors, or to occur without discussions except minor clarification unless discussions are found necessary, and the time and place for submitting proposals. (c) (1) For each competitive-proposal solicitation, the agency head (A) must clearly state the relative importance of the evaluation factors and subfactors, including product or service quality, technical and management ability, prior experience, and past performance, except as paragraph (3) provides; (B) must include Federal cost or price as an evaluation factor, except as paragraph (3) provides; and (C) must tell offerors whether all other factors together are (i) significantly more important than cost or price, (ii) about equally important, or (iii) significantly less important. (2) Regulations implementing paragraph (1)(C) may not turn “significantly more important” or “significantly less important” into fixed numerical weights used uniformly for all solicitations or a class of solicitations. (3) If the agency head solicits multiple task or delivery order contracts under section 3403(d)(1)(B) for the same or similar services and intends to award one to each qualifying offeror, (A) the Government may choose not to use Federal cost or price as an award factor; and (B) if it does not, the paragraph (1)(C) disclosure is unnecessary, but cost or price must be considered when a task or delivery order is issued under section 3406(c) from a resulting contract. (4) “Qualifying offeror” means an offeror that (A) is found to be a responsible source, (B) submits a proposal meeting the solicitation, and (C) the contracting officer* has no reason to think would probably offer other than fair and reasonable prices. (5) Paragraph (3) does not apply if the solicitation provides for sole-source task or delivery orders under section 8(a) of the Small Business Act (15 U.S.C. 637(a)). (d) This section does not stop an agency from (1) adding information, including case-by-case numerical weights for all factors and subfactors, or (2) saying that the award will go to the offeror meeting mandatory requirements at the lowest cost or price. (e) In a sealed-bid solicitation, the agency head may not include evaluation of prices for options to buy more property or services unless the head finds it reasonably likely that the options will be exercised.
In preparing for the procurement of property or services, the head of an agency* shall—
specify the agency’s needs and solicit bids or proposals in a manner designed to achieve full and open competition for the procurement;
use advance procurement planning and market research; and
develop specifications in such manner as is necessary to obtain full and open competition with due regard to the nature of the property or services to be acquired.
Each solicitation under chapter 137 legacy provisions* shall include specifications which—
consistent with the provisions of chapter 137 legacy provisions, permit full and open competition; and
include restrictive provisions or conditions only to the extent necessary to satisfy the needs of the agency or as authorized by law.
For the purposes of paragraphs (1) and (2), the type of specification included in a solicitation shall depend on the nature of the needs of the agency and the market available to satisfy such needs. Subject to such needs, specifications may be stated in terms of—
function, so that a variety of products or services may qualify;
performance, including specifications of the range of acceptable characteristics or of the minimum acceptable standards; or
design requirements.
In addition to the specifications described in subsection (a), a solicitation for sealed bids or competitive proposals (other than for a procurement for commercial products or commercial services using special simplified procedures or a purchase for an amount not greater than the simplified acquisition threshold*) shall at a minimum include—
a statement of—
all significant factors and significant subfactors which the head of the agency reasonably expects to consider in evaluating sealed bids (including price) or competitive proposals (including cost or price, cost-related or price-related factors and subfactors, and noncost-related or nonprice-related factors and subfactors); and
the relative importance assigned to each of those factors and subfactors; and
in the case of sealed bids—
a statement that sealed bids will be evaluated without discussions with the bidders; and
the time and place for the opening of the sealed bids; or
in the case of competitive proposals—
either a statement that the proposals are intended to be evaluated with, and award made after, discussions with the offerors, or a statement that the proposals are intended to be evaluated, and award made, without discussions with the offerors (other than discussions conducted for the purpose of minor clarification) unless discussions are determined to be necessary; and
the time and place for submission of proposals.
In prescribing the evaluation factors to be included in each solicitation for competitive proposals, the head of an agency—
shall (except as provided in paragraph (3)) clearly establish the relative importance assigned to the evaluation factors and subfactors, including the quality of the product or services to be provided (including technical capability, management capability, prior experience, and past performance of the offeror);
shall (except as provided in paragraph (3)) include cost or price to the Federal Government as an evaluation factor that must be considered in the evaluation of proposals; and
shall disclose to offerors whether all evaluation factors other than cost or price, when combined, are—
significantly more important than cost or price;
approximately equal in importance to cost or price; or
significantly less important than cost or price.
The regulations implementing paragraph (1)(C) may not define the terms “significantly more important” and “significantly less important” as specific numeric weights that would be applied uniformly to all solicitations or a class of solicitations.
If the head of an agency issues a solicitation for multiple task or delivery order contracts under section 3403(d)(1)(B) of this title for the same or similar services and intends to make a contract award to each qualifying offeror—
cost or price to the Federal Government need not, at the Government’s discretion, be considered under paragraph (1)(B) as an evaluation factor for the contract award; and
if, pursuant to subparagraph (A), cost or price to the Federal Government is not considered as an evaluation factor for the contract award—
the disclosure requirement of paragraph (1)(C) shall not apply; and
cost or price to the Federal Government shall be considered in conjunction with the issuance pursuant to section 3406(c) of this title of a task or delivery order under any contract resulting from the solicitation.
In paragraph (3), the term “qualifying offeror” means an offeror that—
is determined to be a responsible source;
submits a proposal that conforms to the requirements of the solicitation; and
the contracting officer* has no reason to believe would likely offer other than fair and reasonable pricing.
Paragraph (3) shall not apply to multiple task or delivery order contracts if the solicitation provides for sole source task or delivery order contracts pursuant to section 8(a) of the Small Business Act (15 U.S.C. 637(a)).
Nothing in this section prohibits an agency from—
providing additional information in a solicitation, including numeric weights for all evaluation factors and subfactors on a case-by-case basis; or
stating in a solicitation that award will be made to the offeror that meets the solicitation’s mandatory requirements at the lowest cost or price.
The head of an agency, in issuing a solicitation for a contract to be awarded using sealed bid procedures, may not include in such solicitation a clause providing for the evaluation of prices for options to purchase additional property or services under the contract unless the head of the agency has determined that there is a reasonable likelihood that the options will be exercised.
Source credit: (Added and amended Pub. L. 116–283, div. A, title XVIII, § 1811(e), Jan. 1, 2021, 134 Stat. 4170; Pub. L. 117–81, div. A, title XVII, § 1701(b)(4)(F), (d)(4), Dec. 27, 2021, 135 Stat. 2133, 2136.)
- 2021Enacted · Pub. L. 116-283 · 134 Stat. 4170
- 2021Amended · Pub. L. 117-81 · 135 Stat. 2133, 2136
A history note hasn’t been published yet. The record shows enactment by Pub. L. 116-283 on 2021-01-01.
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