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).