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Policy and Guidance

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Below, find additional policy and guidance documents identified by the ACE for Services Community as being essential in providing effective and successful mission support. 

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
'Back-to-Basics' for the Defense Acquisition Workforce.aspx
Reference10/15/2020 3:23 AM
'Back-to-Basics' or BtB memo dtd. September 2, 2020
Base Operations and Support Services Contracts, Policy Memo, DPC, dtd 24 Aug 2020.aspx
Reference9/9/2021 9:39 AM
A Department of Defense Office of Inspector General (DoDIG) Summary Report, DODIG-2017-004, titled “Inspections of DoD Facilities and Military Housing
and audits of Base Operations and Support Services Contracts” identified challenges associated with: (1) contract documentation and requirements, and (2) oversight of BOSS contracts in contingency environments. Additionally, the DoDIG noted that contractor performance was not properly assessed, contractors were not held accountable for poor performance, and the Department did not receive the best value for money spent on the contracts the DoDIG reviewed.

DoD contracting officers are reminded that minimum requirements and clauses for performance work statements/statements of work, as well as minimum standards to measure those requirements in the quality assurance surveillance plan, are described in Federal Acquisition Regulation (FAR) Part 11 and Defense FAR Supplement (DFARS) Part 211, “Describing Agency Needs,” FAR Subpart 37.6, “Performance-Based Acquisition,” DFARS 237.102-77, “Acquisition requirements roadmap tool,” DFARS 237.172 “Service contracts surveillance,” and FAR Subpart 46.4 and DFARS Subpart 246.4 “Government Contract Quality Assurance.”
Category Management--Making Smarter Use of Common Contract Solutions OMB M-19-13.pdf
Reference1/25/2022 6:56 AM
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.
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.
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 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.
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.
DoDD 3020.49 Program Management for the Planning and Execution of Operational Contract Support.aspx
Reference8/18/2020 10:29 AM
It is DoD Policy to  a. Approach operational planning and execution of contracted support in applicable operations programmatically to ensure the best use of available resources at an acceptable level of risk.
b. Comply with applicable U.S., international, and local national laws, regulations, policies, and international agreements.
c. Prohibit the use of contracted support from performing inherently governmental functions.
d. Use contracted support in appropriate situations, in accordance with DoD Instruction 1100.22, the Defense Federal Acquisition Regulation Supplement, and the Federal Acquisition Regulation.
e. Fully consider, plan for, integrate, and execute contracted support of applicable operations in an effective and efficient manner.
DoDI 2200.01 Combating Trafficking in Persons.aspx
Reference7/16/2020 5:52 AM
Instruction requires the incorporation of terms and conditions in contracts performed either inside or outside the United States that—(i) Prohibit any activities on the part of contractor employees that support or promote trafficking in persons; and (ii) Impose suitable penalties on contractors who fail to monitor the conduct of their employees.  Additionally, all Service members and DoD civilian personnel take Combating Trafficking in Persons Training within their first year of initial entry with follow-on training determined by the Military Departments.  Components may employ training products internally developed and approved by the OUSD (P&R) CTIP PMO or use CTIP PMO developed training products. Please contact to obtain CTIP PMO developed training products.
DoDI 3020.41 Operational Contract Support (OCS).aspx
Reference12/16/2020 4:21 PM
Establishes policy, assigns responsibilities, and provides procedures for OCS, including OCS program management, contract support integration, and integration of defense contractor personnel into contingency operations outside the United States.
DoDI 4245.14, DoD Value Engineering (VE) Program.aspx
Reference9/8/2020 7:46 AM
A Value Engineering Change Proposal (VECP) is a proposal submitted by a contractor under the Value Engineering (VE) provisions of the Federal Acquisition Regulation that, through a change in the contract, would lower the project's life-cycle cost to DoD. This contract change requirement can be the addition of the VECP to the contract, with attendant savings. VECPs are applicable to all contract types, including performance based contracts.  See FAR Part 48, Value Engineering
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).
DoDI 5010.44 Intellectual Property Acquisition and Licensing.aspx
Reference9/12/2020 9:49 AM
Weapon and information systems acquired by DoD in support of the warfighter are, and will be, increasingly dependent on technology for its operation, maintenance, modernization, and sustainment. Acquiring and licensing the appropriate IP is vital for ensuring the systems will remain functional, sustainable, upgradable and affordable.
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
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)
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
Reference8/25/2020 10:59 AM
AcqNote site on the Clinger-Cohen Act (CCA) of 1996
Guidebook for Acquiring Engineering Technical Services (ETS) v2.aspx
Reference3/4/2021 7:32 AM
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 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
Reference4/13/2022 10:08 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
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