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Policy and Guidance

Start with DoDI 5000.74, Defense Acquisition of Services.

This area is comprised of statutory requirements, policy, and guidance documents identified by the ACE for Services Community as being essential in providing effective and successful mission support. 

Additional Policy & Guidance:

Air Force Service Acquisition Policy

Army Service Acquisition Policy

Navy Service Acquisition Policy

GAO Reports

DoDI 8440.10 DoD Information Technology (IT) Service Management (ITSM)




  
  
  
  
  
Summary Description
AR 70-13 Management and Oversight of Service Acquistions.aspx
  
Reference11/20/2019 10:14 AM
AR 70-13 dated 30 July 2010 Management and Oversight of Service Acquisitions [see also Army Directive 2017-15 with the same title as the AR]
Army Post Award Peer Review Briefing Template.pptx
  
Presentation4/28/2017 11:27 AM
Army Post Award Peer Review Briefing Template.  PowerPoint template from DASA(P) Office of the Senior Services Manager accessed January 2017
Category Management--Making Smarter Use of Common Contract Solutions OMB M-19-13.pdf
  
Reference11/20/2019 12:07 PM
Office of Management and Budget (OMB) requires agencies to carry out a set of tailored management actions and provide updates on these management actions to evaluate their progress in bringing common spending under management.  The expected result is more effectively managed contract spending through a balance of Government-wide, agency-wide, and local contracts; reduced unnecessary contract duplication
and cost avoidance; and continued achievement of small business goals and other socioeconomic requirements.
Contractual Services Guidance Navy FY18.aspx
  
Reference7/5/2020 9:23 AM
[OCT 2017 document superseded] Outlines specific guidance and actions related to SRRBs
Provides the SRRB Results Data Template required annually, NLT Oct 31 for the previous fiscal year
DAU_OSD_CEA_Overview [Distribution A].pptx
  
Presentation7/18/2018 4:55 PM
A Contract Efficiency Assessment (CEA) provides multi-functional teams (MFTs) performing services acquisitions a repeatable process for ensuring the government receives the appropriate level of service required to effectively meet its mission at the best possible net cost to the government.
DepSecDef_Memo_Engaging_w_Industry_20180302.pdf
  
Reference12/31/2019 8:41 AM
Attached is a recent DepSecDef memo emphasizing that "early, frequent, and clear" communication with industry is essential to making informed procurement decisions.  The memo has an extremely useful attachment that addresses ethics issues guidelines that sometimes arise when interacting with industry.  It also dispels some myths about what can and cannot be done or said during such interactions.
Dir DPAP Memo 2012 Annual Review of Services Policy Oversight.pdf
  
Reference10/4/2018 8:00 AM
In this Memorandum dated 5 NOV 2012:
Improvement  in the tradecraft used to acquire services continues to be one of the highest priority focus areas for the Under Secretary of Defense (Acquisition, Technology  & Logistics) (USD(AT&L)).   Each year, in accordance with DoDI 5000.02, Enclosure 9, Paragraph 3.f., our office performs an overarching review to assess the Department's progress in this important area. This year, we will accomplish  the review by asking each of you to provide a brief written response to each of the topics listed on the attached summary.
Please select the below File to view entire Memorandum.
MEMORANDUM: Annual Review of the Acquisition of Services Policy and Oversight 11/5/12
DoD Enterprise Service Management Framework (DESMF) Edition IV.aspx
  
Reference1/17/2019 2:42 PM
The online version of the DESMF Ed. IV. The purpose of the DESMF is to provide the high-level framework to conduct IT Service Management consistently across DoD. Delivering IT under a services model backed by an established service management framework allows DoD to leverage industry practices that have been specifically developed to ensure integration of IT and the mission or business it supports, drive up the quality of IT services, and drive down the cost of IT services. Look for a link to download the document (click in the image of the document) or a training PowerPoint file (click on download DESMF IV PDF). Requires a CAC to login.
DoD Enterprise Services Management Framework DESMF Edition III.aspx
  
Reference12/31/2019 9:22 AM
DoD Enterprise Services Management Framework (DESMF) Edition III dtd 04 Mar 16, 4 March 2016
EXECUTIVE SUMMARYDriving toward service excellence is a virtuous goal for organizations today; this is due in part because it is proven that a proactive service environment is less expensive to run than a reactive service environment. This document provides guidance to standardize the management of Information Technology (IT) services across the Department of Defense (DoD) organizations and is the embodiment of the integration of various best practices, frameworks and standards that define a Department-wide service management approach. It is a ‘service oriented’ framework that focuses on creating and managing services throughout the service lifecycle. It aligns and integrates processes for service management and defines processes at a high level, describing the what, not the how. This approach enables cross-functional teams the ability to create and improve processes in the common pursuit of service excellence. More in-depth process specific guidance will be provided in supplemental companion documents located on the DoD CIO Information Technology Service Management (ITSM) Community of Practice (CoP) portal. see also http://dodcio.defense.gov/Library/ for Edition II.
DoD Handbook for the Training and Dev of the SA Workforce.pdf
  
Reference8/30/2017 10:13 AM
This Handbook establishes recommendations for the non-Acquisition Workforce (non-AWF) as well as a development path to Services Acquisition (SA) proficiency for the AWF in any of the established DAWIA career fields.
DoD Plain Writing Guidelines.aspx
  
Learning Material1/8/2020 9:12 AM
Includes training, DoD writing style guide, word suggestions, before and after examples and the Army's Action Officer Staff Writing Guide. Look for the DoD Plain Language Implementation Plan, DoDI 5025.13.
DoD_Handbook_for_Contract_Function_Checklists.pdf
  
Reference12/31/2019 11:32 AM
This Handbook provides recommendations for contract function checklist questions that may be used in conjunction with Military Departments (MILDEPs) and 4th Estate contract services documents, training materials, data, and inventories. The checklist questions and instructions are modeled on those found in the Department of the Army’s Request for Service Contract Approval form.
DoDI 5000.72 Standard for Contracting Officer's Representative Certification.aspx
  
Reference11/5/2018 2:21 PM
Responsibilities and training for CORs.  Change 1 assigns responsibility for this instruction to USD(A&S).
DoDI5000.74 Rapid Deployment Training.pdf
  
Presentation4/28/2017 2:09 PM
DAU Rapid Deployment Training (RDT) for the January 2016 DoDI 5000.74, Defense Acquisition of Services.  This is a PowerPoint presentation on the key aspects of this new instruction.
DODIG-2018-124 Report regarding failure to conduct SRRB.aspx
  
Report7/6/2018 10:15 AM
Development, Review, and Validation of the Philippines Operations Support Contract III Requirements This audit determined that U.S Pacific Command (USPACOM) and subordinate commands developed, reviewed, and validated requirements for the Philippines Operations Support Contract (POSC) III without a Service Requirements Review Board (SRRB).  A SRRB is a formal process to identify, plan, prioritize and validate contract service requirements before issuing funding documents.
DPAP Memo Decision Authorities for 4th estate.aspx
  
Reference12/31/2019 11:33 AM
For DoD Components (4th Estate), decision authorities by S-CAT level defined. 21 June 2016
DPC MEMO SEP 12 2019 DELEGATION OF APPROVAL OF WAIVERS FOR SAW.pdf
  
Reference12/31/2019 11:33 AM
Defense Pricing and Contracting (DPC) MEMO of SEP 12 2019, Subject:  Delegation of Approval of Waivers for Services Acquisition Workshops (SAW)
EZS_Overview_Briefing_508.pptx
  
Learning Material8/30/2017 4:09 PM
EZ Source is a web-based workflow application that facilitates the creation, organization, and communication of sensitive, unclassified, competitive source selection documentation used in the source selection evaluation process.  Teams complete Worksheets, Evaluation Notices, and other forms in a shared and electronic database.  Built to follow the Federal Acquisition Regulation Part 15, DoD FAR Supplement 215.3, DoD Source Selection Procedures, Air Force FAR Supplement 5315.3, and Air Force Mandatory Procedure MP5315.3, this tool is easy to learn and intuitive to use, requiring minimal up-front training.  EZ Source provides a secure SSL encryption, allowing evaluation team members to participate from virtually anywhere in the world utilizing server-to-server connections.
Federal Acquisition Reform Act FARA Renamed the Clinger-Cohen Act of 1996.aspx
  
Reference12/31/2019 11:32 AM
AcqNote site on the Clinger-Cohen Act (CCA) of 1996
Guidebook for Acquiring Engineering Technical Services (ETS) v2.aspx
  
Reference12/4/2018 3:45 PM
Engineering Technical Services (ETS) is one of six portfolios in the Knowledge-Based Services portfolio group as defined by the DoD services taxonomy.1 The Deputy Assistant Secretary of Defense for Systems Engineering (DASD(SE)) is the Functional Domain Expert (FDE) for contracted ETS within DoD and is responsible for identifying functional expertise and localized best practices to share across the portfolio. ETS supports complex acquisition programs by providing robust systems engineering support and technical discipline through the acquisition lifecycle.  Best Practices and Lessons Learned.
Javits Wagner O Day Act.doc
  
Reference3/10/2015 7:57 PM
The Javits-Wagner-O'Day (JWOD) Act, 41 U.S.C. 46-48c, established a procurement program to increase employment opportunities for individuals who are blind or have severe disabilities.

The Act makes it mandatory for all federal agencies to purchase certain supplies and services from designated nonprofit agencies.
Library of Congress  Thomas Library of Congress site to make federal legislative information freely available to the public.aspx
  
Reference3/10/2015 7:57 PM
- Is designed to give the US government maximum access to competitive commercial markets and innovative commercial technologies Specific provisions: - Exempts purchases of less than $2,500 from many procurement statutes - Reserves and streamlines purchases between $2,500 and $100,000 for small businesses - Gives preference to making multiple awards of task and delivery order contracts - Includes a commercial services definition for stand-alone and ancillary services (ancillary services further clarified in FY 2000 National Defense Authorization Act - Public Law 106-65). A modification to stand-alone services was enacted in SARA (Public Law 108-36).
NDAA FY2018.docx
  
Reference6/1/2018 9:51 AM
Subtitle F—Provisions Relating to Services Contracting includes Section 851, 852, 853 and 854 addressing planning and bridge contracts, requirements evaluation, report on outcome-based services contracts, and pilot program for multiyear services contracts.
OMB M-16-20 Category Management Policy 16-3 Mobile Devices.aspx
  
Reference1/10/2018 11:28 AM
Category Management Policy 16-3: Improving the Acquisition and
Management of Common Information Technology: Mobile Devices and Services August 4, 2016
OMB Report on Contract Bundling.ppt
  
Presentation12/31/2019 11:32 AM
In March 2002, the President announced his small business agenda which, among other things, requested the OMB to develop a strategy for unbundling contracts. The October report outlined nine specific steps to eliminate unnecessary contract bundling and mitigate the effects of necessary contract bundling. Five of the steps required changes to the SBA regulations and and the FAR. See also OFPP site https://www.whitehouse.gov/omb/management/office-federal-procurement-policy/
PBA OFPP Pamphlet Number 4.doc
  
Reference3/12/2015 8:55 PM
The Office of Federal Procurement Policy Pamphlet Number 4.  Pamphlet Number 4 was issued in 1980 to supplement the Office of Management and Budget (OMB) Circular A-76.  It was a guide and its ideas have stood the test of time.  There are references to non-existent documents and there are references to policy that existed in the 1970s.  Pamphlet Number 4 is no longer official guidance but the information is relevant and establishes a framework for performance-based contracting.
SAW Talking Paper-508.docx
  
Reference1/21/2020 8:29 AM
Valuable information that answers questions many MFTs have about the Services Acquisiton Workshop (SAW).
SAWs Memo Signed - 20 Oct 2017.pdf
  
Reference12/31/2019 11:32 AM
Mandates a SAW for Services Acquisitions wtth a total acqusition value of $500M or more, or an annual value of $250M or more.  This policy applies to all services acquisition requirements to include operations in contingency environments, research and development services, and thos described under FAR subpart 35.017.  A SAW is required before a services Acquisition Strategy is approved.  Requiring activites should consider applying this SAW requirement to services acquisitions valued at $10M or more, but less than $500M.
SAW-WaiverForTaskOrders-AF_SSM_20200326.pdf
  
Reference4/8/2020 3:00 PM
DoDI 5000.74 does not require a Services Acquisition Workshop (SAW) for Multiple Award IDIQ base contracts, but does require a SAW for Task orders of $100M or more.  In this memo dated 26 March 2020, the Senior Service Manager waives this requirement for the Air Force.
Service Contract Act Oct. 22 1965 H.R. 10238 as amended Jan 2006.aspx
  
Reference3/10/2015 7:57 PM
Provides labor standards for certain persons employed by Federal contractors. Provides for payment of minimum wage specified under Fair Labor Standards Act to employees of prime and subcontractors performing under any contract with the Federal Government "the principal purpose of which is to furnish services through the use of service employees."
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