2-12 Develop Preliminary Investment Recovery Plan

Investment recovery is the identification, reuse, sale, or disposal of surplus or idle assets. Investment recovery can generate significant revenue and create cost savings, allowing the Postal Service to reduce waste and increase revenue. It can also protect the Postal Service from social and economic impacts associated with improper direct or secondary disposal of Postal Service property. The preliminary investment recovery plan proactively outlines future actions, preidentifies potential surplus and idle assets, and (based on the product) decides what will be done with those assets. It is a dynamic document that is revised and updated throughout the project life cycle.

The client is responsible for developing the preliminary investment recovery plan, which must illustrate how the surplus or idle assets will be addressed. While investment recovery activities are not carried out until the Perform and Manage Investment Recovery Activities task of USPS Supplying Practices Process Step 6: End of Life, it is important to develop a preliminary investment recovery plan during Postal Service Supplying Practices Process Step 2: Evaluate Sources, because recovery must be addressed in conjunction with Develop Life Cycle Support Plan and must be addressed in the RFP, when it will play a significant role in the overall success of the purchase or have a large impact on the costs associated with the project. Investment recovery should be addressed by potential suppliers in proposals submitted in response to RFPs.

The client, working with the purchase/SCM team develops the preliminary investment recovery plan following specific steps: