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Transition/Phase-In Plan
30/60/90-day incumbent-capture and staffing ramp plan
What wins points
Show a realistic phased staffing ramp that aligns with solicitation continuity‑of‑performance requirements, demonstrating capability and risk mitigation.
What gets bids disqualified
Submitting the plan late or omitting required staff details triggers FAR 52.215‑1 rejection for late offers.
Evaluator's view
Evaluators first verify compliance with the transition/phase‑in requirement (FAR 15.305) and check that staffing and milestones are fully detailed.
Transition/Phase-In Plan
What this is
A concise, fill‑in‑the‑blank plan that outlines how the contractor will transition work and ramp up staffing during the initial 30/60/90 day period after award.
When you need it
Required for most solicitations that include a continuity‑of‑performance clause (often in Section L) or when the agency evaluates technical approach under FAR 15.305. It is mandatory for sealed‑bid, negotiated and simplified acquisitions that specify a phased implementation schedule.
How to fill it in
- Identify the solicitation’s Phase‑In requirement – locate the clause in the solicitation (Section L or the Performance Work Statement).
- List key milestones – for each phase (day 0, day 30, day 60, day 90) note deliverable, responsible personnel and required resources.
- Assign staff – provide name, title, and %‑time allocation for each key person, referencing resumes in the Key Personnel Resume Template.
- Explain continuity – describe how work will be handed over from incumbent or prior contractor, citing any transition assistance clause.
- Flag risks & mitigations – note potential delays (e.g., late access to facilities) and mitigation steps.
- Sign‑off – include the Contracting Officer’s name, date, and a statement of compliance.
Template
[PROJECT NAME] – Transition/Phase‑In Plan Award ID: ______________________ Contracting Officer: ______________________ Date: _____________ --- Phase 0 (Day 0) --- Deliverable: ________________________________________ Lead Staff: _______________________________________ % effort: Resources needed: __________________________________ --- Phase 1 (Day 30) --- Deliverable: ________________________________________ Lead Staff: _______________________________________ % effort: Resources needed: __________________________________ --- Phase 2 (Day 60) --- Deliverable: ________________________________________ Lead Staff: _______________________________________ % effort: Resources needed: __________________________________ --- Phase 3 (Day 90) --- Deliverable: ________________________________________ Lead Staff: _______________________________________ % effort: Resources needed: __________________________________ Risk & Mitigation Summary: - Risk 1: ______________________ Mitigation: _____________________ - Risk 2: ______________________ Mitigation: _____________________ Compliance Statement (required by FAR 52.215‑1): The contractor affirms that this Transition/Phase‑In Plan will be submitted on time and complies with all solicitation requirements. Signature of Authorized Representative: Name: ____________________________________ Title: ____________ Date: _______
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