Acquisition Procedures and Guidance Manual (APGM)

• Section: Federal Deposit Insurance Corporation

Acquisition

Procedures &

Guidance Manual

July 2023

Division of Administration

Acquisition Services Branch

Acquisition Procedures and Guidance Manual

APGM - i

Table of Contents

MODULE 1: GUIDING PRINCIPLES, AUTHORITY, ETHICS, AND CONTROLS.................................. 1

APGM Chapter 1.1Guiding Principles.............................................................................. 1

1.101 RESERVED.......................................................................................................................................1

1.102 RESERVED.......................................................................................................................................1

1.103 RESERVED.......................................................................................................................................1

1.104 RESERVED.......................................................................................................................................1

APGM Chapter 1.2 Authority................................................................................................ 2

1.201 Scope.............................................................................................................................................. 2

1.202 Definitions......................................................................................................................................2

1.203 Procurement Policy and Procedures............................................................................................ 2

1.204 Application of Procurement Policy............................................................................................... 2

1.205 Waivers of Procurement Policy and Procedures...........................................................................3

1.206 Contracting Authority....................................................................................................................3

1.207 Operating Capacities..................................................................................................................... 4

1.208 Application of Federal Statutes to the FDIC Contracting Program..............................................4

1.209 Contracting Officer Authority......................................................................................................10

1.210 Oversight Managers and Technical Monitors..............................................................................13

1.211 Unauthorized Contractual Commitments..................................................................................14

1.212 Purchase Card Authority..............................................................................................................16

1.213 Conduct of Business by Electronic Means...................................................................................16

1.214 Supply Chain Risk Management..................................................................................................16

1.215 Prescriptions for Provisions and Clauses for Authority..............................................................22

APGM Chapter 1.3 Ethics....................................................................................................23

1.301 Scope............................................................................................................................................23

1.302 Definitions....................................................................................................................................23

1.303 Ethics Policy and Procedures......................................................................................................23

1.304 Minimum Standards of Contractor Integrity and Fitness...........................................................23

1.305 Disqualifying Conditions..............................................................................................................24

1.306 Conflicts of Interest......................................................................................................................25

1.307 Suspension and Exclusion of Contractors..................................................................................26

1.308 Other Consequences for Violation of Part 366............................................................................27

1.309 Roles and Responsibilities - Contractor Integrity and Fitness Review.......................................27

1.310 Roles and Responsibilities – Contractor Suspension and Exclusion.........................................29

1.311 Standards of Conduct for FDIC Employees.................................................................................31

1.312 Duty of Non-Disclosure................................................................................................................31

1.313 Post-Government Employment...................................................................................................32

1.314 Prescriptions for Provisions and Clauses for Ethics...................................................................32

APGM Chapter 1.4 Controls Against Personal Services Contracts and Inherently Governmental

Functions.........................................................................................................................33

Acquisition Procedures and Guidance Manual

APGM - ii

1.401 Scope............................................................................................................................................33

1.402 Definitions....................................................................................................................................33

1.403 Contracts for Performance of Personal Services and Inherent ly Governmental Functions

Policy......................................................................................................................................................33

1.404 Personal Services Contracts........................................................................................................33

1.405 Inherently Governmental Functions...........................................................................................35

MODULE 2: ACQUISITION PLANNING AND COMPETITION......................................................... 1

APGM Chapter 2.1 Acquisition Planning................................................................................ 1

2.101 Scope.............................................................................................................................................. 1

2.102 RESERVED.......................................................................................................................................1

2.103 Acquisition Planning Policy and Procedures................................................................................ 1

2.104 Early Acquisition Planning.............................................................................................................1

2.105 Market Research...........................................................................................................................13

2.106 Acquisition Plan Documentation................................................................................................15

2.107 Requirements Package................................................................................................................17

2.108 Socioeconomic Programs............................................................................................................19

APGM Chapter 2.2 Competition...........................................................................................20

2.201 Scope............................................................................................................................................20

2.202 Definitions....................................................................................................................................20

2.204 Identifying Potential Sources......................................................................................................22

2.205 Consolidation and Bundling of Contract Requirements............................................................23

2.206 Consolidation of Contract Requirements...................................................................................25

2.207 Non-Competitive Acquisitions.....................................................................................................26

MODULE 3: CONTRACTING METHODS AND TYPES................................................................... 1

APGM Chapter 3.1 Non-Complex Acquisition......................................................................... 1

3.101 Scope.............................................................................................................................................. 1

3.102 Definitions......................................................................................................................................1

3.103 Non-Complex Acquisition Procedures..........................................................................................2

3.104 Request for Quotation (RFQ)......................................................................................................... 3

3.105 Communications with Offerors..................................................................................................... 4

3.106 Receipt of Quotations....................................................................................................................4

3.107 Evaluation of Quotations............................................................................................................... 4

3.108 Contract Award..............................................................................................................................5

3.109 Prescriptions for Provisions and Clauses for Non-complex acquisitions.................................... 8

APGM Chapter 3.2 Complex Acquisition...............................................................................15

3.201 Scope............................................................................................................................................15

3.202 Definitions....................................................................................................................................15

3.203 Complex Acquisition Procedures................................................................................................16

3.204 Source Selection Planning for Complex Acquisitions................................................................16

3.205 Technical Evaluation Panel.........................................................................................................19

3.206 Request for Proposals..................................................................................................................20

3.207 Receipt of Proposals....................................................................................................................24