ANNEX 21 - MANAGEMENT AND OVERSIGHT PROCESS         FOR THE ACQUISITION OF SERVICES - STREAMLINED (MOPAS-S)       (Classification: UNCLASSIFIED/FOR OFFICIAL USE             ONLY)          MOPAS Number: __________ Rev: _______          Program Title:             ________________________________________________ ACAT_____          Acquisition Manager:             __________________________________________ Code _____          **APPROVED BY:**                    ______________________________________________________________                         ____________[insert typed name of the Approving Official (include title).                            If the SSM is the Approving Official, insert “DASN(P)”]                         Date          **RECOMMEND APPROVAL:**                    ______________________________________________________________                         ____________[insert typed name of the HCA, PEO, or DRPM (include title)                            if not the Approving Official.]                         Date          ______________________________________________________________                         ____________[insert typed name of the Chief of Contracting Office]                         Date          ______________________________________________________________                         ____________[insert typed name of the Contracting Officer and phone                            number]                         Date          ______________________________________________________________                         ____________[insert typed name of the Program Manager and phone                            number]                         Date                    This MOPAS will be reviewed for possible revision no             less often than annually in accordance with NMCARS 5237.503.          DISTRIBUTION STATEMENT B: Distribution authorized to U.S. Government agencies             only (fill in reason) (date of determination). Other requests for this document shall be             referred to ________ (insert controlling office).          **MOPAS-S FORMAT AND CONTENT**          **Section 1. Requirements Development and Management**          1.1 *Statement of Need*             *.* Describe the requirement, its source, the outcomes to be achieved and, if             performance based, the metrics to measure the outcomes. In your description of the             product or service, explain the choice of product or service description code ensuring             it aligns with the DOD taxonomy associated with the acquisition of services, supplies             and equipment. (See USD(ATL) memorandum entitled, “Taxonomy for the Acquisition of             Services and Supplies &          Equipment” dated August 27, 2012.)          1.2 *Historical Summary*             *.* Identify how the requirement was previously satisfied or identify it as a new             requirement.          1.3 *Market Research.* Discuss how market research             was performed and the results.          1.4 *Bundling/Consolidation.* Discuss the impact             of any bundling or consolidation that might affect small business participation in the             acquisition. When the proposed acquisition strategy involves bundling, identify the             incumbent contractors and contracts affected by the bundling.          1.5 *Technical Data*             *.* Discuss the requirements for contractor data (including repurchase data) and             data rights, their estimated cost, and the use to be made of the data. Explain how the             use of the technical data and data rights will be used to sustain competition.          **Section 2. Acquisition Planning**          2.1. *Acquisition Approach.* Discuss the             acquisition approach including appropriate milestones,          including actual or anticipated SRRB approval. If the             requirements include services specified in Annex 22 but not covered by an exception             listed at 5237.102, discuss how SeaPort was considered.          2.2 *Budget.* Identify the estimated cost for each             option/phase for acquisitions that contemplate the use of options or a multiple phased             approach. Explain how budget estimates were derived and discuss the schedule for             obtaining adequate funds at the time they are required.          2.3 *Funding.* Identify funding to support the             action by fiscal year and appropriation.          2.4 *Category Management/*             *Strategic Sourcing.* Describe how category management, including strategic             sourcing, will be considered for incorporation into this acquisition. Address whether             the requirement can be achieved through an existing Federal, DOD, or DON contract             vehicle. If establishing a new contract vehicle when a similar solution exists, include             supporting information to justify why it is necessary to meet the requirement. In             addition, address category management Tier solutions and Analysis of Alternative (AoA)             requirements, as defined by the Office of Management and Budget (OMB) memorandum             M-19-13, for all common requirements.          2.5 *Performance-based Acquisition.* Discuss the             use of performance-based acquisition methods or rationale for not using             performance-based methods.          2.6 *Socioeconomic Considerations.* Discuss the             consideration of small businesses. Clearly identify how small business will be utilized             to meet program or contract requirements, as either a prime contractor or through the             use of subcontract provisions.          2.7 *Source-selection procedures.* Explain the             type of source selection procedure being contemplated (i.e., Lowest Price Technically             Acceptable (LPTA), Price/Technical Tradeoff or Value Adjusted Total Evaluated Price             (VATEP)) in the evaluation of proposals and source selection. Discuss why the choice is             appropriate and in the best interest of the Government.          2.8 *Deviations.* Discuss any applicable FAR or             DFARS deviations that will be required.          2.9 *Competition.* Describe how competition will             be sought, promoted, and sustained throughout the course of the acquisition. If full and             open competition is not contemplated, cite the appropriate FAR authority. Discuss the             basis for the application of that authority, identify the source(s), and discuss why             full and open competition cannot be obtained.          2.10 *Special Contracting Methods.* Discuss the             use and authority of multi-year contracting or other special contracting methods.          2.11 *Requirements Validation*             *.*          2.11.1 Discuss the Government process to ensure             contractors are not performing inherently governmental functions or functions closely             associated with inherently governmental functions. If the contract does contain             functions closely associated with inherently governmental functions, discuss the             safeguards planned to ensure effective management of contractor personnel in these             positions.          2.11.2 Discuss the Government process to ensure             contractors are not performing personal services. If the contract does contain             requirements requiring personal services, discuss the safeguards planned to ensure             effective management of contractor personnel in these positions.          2.11.3 Discuss the Government process to address an             organizational conflict of interest (if applicable).          2.12 *Service Acquisition Workshop (SAW)*             *.* For Services acquisitions above the threshold defined in 5237.192(a), discuss             the use of the SAW (include the anticipated participants in the multi-functional team)             to maximize SAW benefits.          **Section 3. Solicitation and Contract Award**          3.1 *Contract type selection.* Discuss the             rationale for the selection of contract type. Provide an analysis of why the use of that             contract type is appropriate (e.g., complexity of the requirements, uncertain duration             of the work, contractor’s technical capability and financial responsibility, or adequacy             of the contractor’s accounting system). Discuss the opportunity to transition from cost             type to fixed priced contracts, if applicable. Provide rationale if procuring services             that are performance-based and a contract type other than a firm-fixed price is             contemplated.          3.2 *Delivery Schedule/Period of Performance.*             Describe the basis for establishing delivery schedule or period of performance. Include             the rationale for the appropriate period of performance relative to the type of             procurement.          **Section 4. Risk Management**          *Risks.* Discuss technical, cost, and schedule risks and describe what efforts are             planned or underway to reduce risk and the consequences of failure to achieve goals. If             concurrency of development and production is planned, discuss its effects on cost and             schedule risks.          **Section 5. Contract Tracking and Oversight**          5.1 *Contract Administration Office and                Functions.* Identify the organization performing contract administration             functions.          5.2 *Contract Administration Management Approach.*             Discuss existing or proposed management approach for contract administration, quality             assurance surveillance plans, oversight plans and responsibilities.          5.3 *Contracting Officer’s Representative (COR)*          Discuss the COR qualifications to support effective             contract management and oversight.          5.4 Discuss COR workload management to ensure effective             job performance (e.g., numberof contracts managed, other duties assigned, etc.).          **Section 6. Performance Evaluation**          6.1. *Performance Measures.* Describe the plan for             evaluating performance metrics or other measures to identify what has been achieved.             Such measures shall include thresholds for cost, schedule and performance.          6.2 *Delivery Tracking Process.* Discuss the             Government process for tracking and overseeing contractor delivery.          6.3 *CPARS.* Identify personnel responsible for             assessing and reporting contractor performance into the Contractor Performance             Assessment Reporting System (CPARS).