1. Begin with a review of the Planning Chapter Section 1.1, Defining Requirements: http://www.easc.noaa.gov/APG/Planning/Planning-1-1-0DefiningRequirements.htm;

2. Write a rough draft of requirements: See templates:

a. Work Statements: http://www.easc.noaa.gov/APG/Planning/Plan_Docs/NOAA-Work-Statements.doc

b. Generic SOW Template: http://www.easc.noaa.gov/APG/Planning/Plan_Docs/Generic-SOW-Template.doc;

c. SOO Template: http://www.easc.noaa.gov/APG/Planning/Plan_Docs/SOO-Template.doc;

d. PWS Template: http://www.easc.noaa.gov/APG/Planning/Plan_Docs/Performance-Work-Statement-Template.doc;

3. Review Section 0.3 Ethics: http://www.easc.noaa.gov/APG/Introduction/Introduction-0-3-0.htm

a. If you find a potential Organizational Conflict of Interest, contact the KO and assist the KO in written analysis (this may result in mitigations or restrictions);

b. If none, proceed to market research;

4. Conduct Market Research following the guidance and citations at 1.3 Market Research: http://www.easc.noaa.gov/APG/Planning/Planning-130MarketResearch.htm:

a. See Helpful Hints at: http://www.easc.noaa.gov/APG/Planning/Plan_Docs/Market-Research-Helpful-Hints.doc;

b. See Market Research Checklist at: http://www.easc.noaa.gov/APG/Planning/Plan_Docs/Market%20Research%20Checklist%209-28-07.doc;

5. Work jointly with ERAD to develop a milestone plan or narrative plan with milestone plan. See 1.4 Acquisition Planning: http://www.easc.noaa.gov/APG/Planning/Planning-140AcqPlanning.htm;

a. Consider the acquisition methods at 1.5 Methods of Procurement: http://www.easc.noaa.gov/APG/Planning/Planning-150MethodsProc.htm;

b. Consider the contract types at 1.6: http://www.easc.noaa.gov/APG/Planning/Planning-160ContractTypes.htm (KO must execute Determination and Findings (D&F) for certain contract types);

c. Consider small business and socio-economic goals, complete the required CD-570 and determine applicable mandatory set-asides: http://www.easc.noaa.gov/APG/Planning/Planning-170SCCP.htm:

d. Complete EIT/508 checklist: http://www.easc.noaa.gov/APG/Planning/Planning-172ECS508C.htm;

e. Consider applicability of the Service Contract Act, include applicable clauses, and applicable wage determination(s): http://www.easc.noaa.gov/APG/Planning/Planning-173SCA.htm;

f. Determine applicable Security Clauses (IT and physical): http://www.easc.noaa.gov/APG/Planning/Planning-174CSC.htm;

g. Complete the IT Security Checklist: http://www.easc.noaa.gov/APG/Planning/Plan_Docs/DOC IT Security Checklist.docx;

h. Determine advisory and assistance applicability and any clauses and reviews: http://www.easc.noaa.gov/APG/Planning/Planning-177AAS.htm;

i. Complete required D&Fs: http://www.easc.noaa.gov/APG/Planning/Planning-178DF.htm (especially consider the need to complete the D&F for Use of Contractor Support for Certain non-inherently Governmental Functions: http://www.easc.noaa.gov/APG/Planning/Plan_Docs/Sample-DF-Contractor-Support-for-Non-Inherently-Governmental-Functions.doc);

6. Following completion of the above planning activities, prepare a Procurement Request Package: http://www.easc.noaa.gov/APG/Planning/Planning-1-10PRP.htm:

a. (Section B) Cost Estimate: http://www.easc.noaa.gov/APG/Planning/Plan_Docs/NOAA%20Independent%20Government%20Cost%20Estimate%20GUIDE.doc;

b. (Section C) Statement of Work (finalize from draft): See templates:

i. NOAA Work Statements: http://www.easc.noaa.gov/APG/Planning/Plan_Docs/NOAA-Work-Statements.doc

ii. Generic SOW Template: http://www.easc.noaa.gov/APG/Planning/Plan_Docs/Generic-SOW-Template.doc;

iii. SOO Template: http://www.easc.noaa.gov/APG/Planning/Plan_Docs/SOO-Template.doc;

iv. PWS Template: http://www.easc.noaa.gov/APG/Planning/Plan_Docs/Performance-Work-Statement-Template.doc;

c. (Section J) CDRLS: http://www.easc.noaa.gov/APG/Planning/Plan_Docs/CDRL-Acq-Data-Rights.doc;

d. (Section L) Proposal instructions;

e. (Section M) Evaluation Criteria;